For team leads and employees
Your workplace has set up a regular wellbeing check-in. Here is what happens.
A trained Mental Health First Responder, or an AI-assisted check-in, calls you on a set schedule to ask how you are really doing. It is a short, genuine conversation. No form, nothing to prepare. What you share is confidential to you. Nothing you say affects your work or gets back to your manager with your name on it. If something is going on, they help you find the right support. You do not have to share anything you do not want to.
An introduction to Proactive EAP and how the check-in works.
What happens, step by step
One picture of the whole thing, from the first email to what your employer does and does not see.
- 1
Before the first call
Enrolment, then an email
- Your employer enrols you: name, mobile number and team. They tell you it is starting.
- Before the first call you get an email with the start date, how often the calls come (monthly, every second month, quarterly or six-monthly, as your employer chose) and the number the calls come from. That is how you know the call is genuine.
- 2
The call
Who calls, and for how long
- A trained Mental Health First Responder, or an AI-assisted check-in that says it is an AI at the start of every call. Which one depends on what your employer chose. A call scheduled for the AI is sometimes made by a person instead.
- About five to ten minutes.
- At the start you are told: nothing you say or don't say affects your work, and you can decline, hang up or skip any question.
Your choice, every call
Take part: the check-in, step 3Decline: no reason neededMissed it, or a bad time? It comes around again, up to three attempts in the cycle, or ring the number back and the call counts as your check-in. Or say when suits and it is rescheduled; for a human caller, the next day at the earliest.
Sidestep
If you decline
- You can say no on the call, end it whenever you like, or skip any question. No reason needed.
- Declining is for this cycle. Your employer has asked us to try to reach everyone each cycle, so you will be called next cycle, and you can decline again.
- Declining never affects your job. Your employer agrees in writing not to hold non-participation against you.
- 3
During the call: the check-in
A short, genuine conversation. Three things are explored.
- 1
How you are.
- 2
What has been challenging or draining.
- 3
What has been giving you energy.
- Work and life outside work are asked about separately. The same questions for everyone. Nothing to prepare.
- At the end: a short recap you confirm, and whether you would like support with anything you raised.
Sidestep
If you are at risk, or want support
- The routine questions stop and support comes first: a conversation with a trained Mental Health First Responder in your own workplace, where your employer has them, or a session booked with one of ShareTree’s responders.
- Those sessions are fully confidential. Nothing from them goes into any report.
- Lifeline is on 13 11 14. If anyone is in immediate danger, call 000.
- You choose; nothing is done on your behalf unless you ask. It is not an emergency service and it is not monitored around the clock.
Seeing a psychologist
- If, in that conversation, it would support you to see a psychologist, we connect you with a service that helps you through getting a Mental Health Care Plan through Medicare, and then to a psychologist.
- 1
- 4
What happens to what you said
No recording. Text only, deleted after 30 days.
- No recording is kept. The call is written down as text. For a human caller, the audio is transcribed and deleted in the same step. Both kinds of call are treated the same from here.
- The text is read to find themes, for example workload, support from your manager, conflict. Where it is unsure or the topic is serious, a ShareTree staff member reviews it.
- The transcript is deleted after 30 days. Audio is never kept.
- The themes linked to you are visible only to ShareTree responders and clinical staff, for the calls they conduct or are assigned. ShareTree's reporting staff work only with de-identified data; the reporting system cannot reach anything that identifies you.
- Some processing runs on overseas servers (United States). Everything is stored in Sydney.
- 5
The de-identified report: who sees it, and who never does
Your employer receives
- Patterns across teams: which pressures are coming up, how widespread they are, how many people in each team were reached.
- Never a team of fewer than five people; smaller teams are combined.
- The not-reached list: if three attempts do not reach you, or you decline, your name and the fact that you were not reached go to your employer’s wellbeing administrator (and its own trained responders, if it has nominated them) so someone can check you are OK. That list is based only on whether a call connected, never on anything you said.
Your employer never sees
- ✕Names, roles, quotes or anything traceable to you.
- ✕Who said what. Your manager is never the person who calls you, and never learns who said what.
- ✕Anything from a support session. Those conversations are never part of the report.
- ✕Your identity, except in two situations: you ask us to share it, or the law compels us.
Your employer agrees in writing not to try to work out who said what, and not to use the service for performance management or discipline.
- 6
What you can ask of us
Any time, about your own records
- You can ask what we hold about you, ask us to correct it, or ask us to remove the link between you and your call records: support@sharetree.org, 30 days to respond.
This is a genuine, regular check-in that's yours, where what you share reaches someone who can actually act on it, and you're always in control of how much you take part.
What is in it for you
A real way to raise things and be heard.
When something doesn't get actioned it is rarely because nobody cared; it got lost, went to the wrong person, or raising it felt political. This is a separate avenue that goes straight to someone whose job is to act on it. A second door, for when the first one didn't open.
Support, if you want it, arranged on the call.
A session with a responder or psychologist, or a connection to one of your own organisation's trained responders. Nothing arranged unless you ask.
The general picture reaches people who can change things.
Without your name on it. Workload, support, pressure: the things that are the same for the whole team get seen as a pattern, not as one person complaining.
Nothing you say affects your work.
Not your manager, not your review, not your job. That is in writing between your employer and us.
Workplaces now have to take this seriously, mentally as much as physically. This is one of the ways yours is doing that.
Questions people ask
Is it genuine?
Does it matter?
Privacy
Taking part
If you need help now
How to take part
- 1
Look out for the email. It has the start date, how often the calls come, and the number.
- 2
Answer when it rings. Nothing to prepare; just talk, or say today is not a good day.
- 3
Missed it? It comes around again. Or ring the number back and it counts as your check-in.
- 4
Want support? Say so on the call and it is arranged there and then.
- 5
Want the daily version? Get the Emotional Pulse app. Optional, and free.
Support between the calls
Your organisation's trained responders, if it has nominated them. The pre-call email says who.
The Emotional Pulse app: a responder or professional support in two taps.
Lifeline 13 11 14, or text 0477 13 11 14, any time.
000 if anyone is in immediate danger.
The app, between the calls
- A 30-second check-in on your phone or in Teams.
- A trusted pair you choose, who is told only when you want them to be.
- A responder or professional support in two taps.
Your employer sees that check-ins are happening and the general picture across a team, never who said what. Individual entries are encrypted and never visible to management. Optional, and free.
Where a group in the app has someone in the Mental Health First Responder role, that person receives the app's monthly report for the group so they can reach out to people who may want a conversation. It is separate from the check-in call follow-up list.
If people already turn to you
If you are the person on your team that others come to, Mental Health First Responder training gives you the skills to do that well and sustainably, and your organisation may ask you to help carry the check-ins.
Mental Health First Responder trainingQuestions we have not answered here?
Read the privacy notice, or email us.



