The Three Pillars of Wellness: Physical, Mental, and Financial

BY Katie Chambers | April 26, 2024

The three pillars of wellness–physical, mental, and financial–are like three legs on a stool. Lose one, and the whole thing tips over. For example, if an employee needs an emergency medical procedure and has a high-deductible plan with little savings, not only will their physical health suffer, but they will soon feel mental and emotional stress as well. Ideally, employers will have plans in place to provide support in all areas.

Rather than thinking in terms of siloes, the more effective approach for benefits leaders is to see how three pillars support an employee’s overall well-being. In a recent fireside chat at From Day One’s April virtual conference, Nate Nevas, head of benefits and health services at Pitney Bowes, provided an inside look at how to provide individualized care for a diverse workforce.

The Current Moment in Benefits

The current state of the workforce is both “the best of times, and the worst of times,” said Nevas. There are external forces making benefits challenging, including a nationwide lack of available primary care physicians and the rising costs of healthcare.

But on the flip side, the current embrace of technology is having a positive impact on the HR world. “There are some things now that are available to provide as resources to our employees that are fantastic, that five, ten, 15 years ago just weren’t available,” Nevas said. This includes app-based resources like virtual healthcare appointments, online professional training courses, and even group fitness classes.

Moderator Jeanhee Kim, an independent journalist, notes that the World Health Organization recently stated we are now going on year five of Covid. “Covid strained not just our physical health, but also strained our mental health and the economy,” Kim said. In order to embrace the current moment, employers need to be ready to address each of these concerns among their workforce.

A Holistic Approach to Mental Health

Nevas says that physical, mental, and financial wellness should all be approached with equal importance, and employers need to recognize how they are all interconnected. “We don't look at one as being more important than the other,” he said. “They’re all equally important to create someone who is going to come in and be fulfilled, be able to do their job, and feel good about themselves as an individual.”

Journalist Jeanhee Kim interviewed Nate Nevas of Pitney Bowes at From Day One's April virtual conference (photo by From Day One)

Prior to the pandemic, Nevas says, mental wellness tended to fall on the back burner. But throughout Covid, the need for mental health support became apparent, and his team began to put it on equal footing with physical and financial concerns. “We started a concerted effort to destigmatize mental wellness, using the phrase ‘it’s OK to not be OK,’” he said. Pitney Bowes began offering internal webinars “not just as a check-the-box effort, but as a consistent conversation and making it an acceptable conversation.”

Since mental wellness statistics can be harder to track among employees than, say, 401(k) participation, leaders can gauge success by reviewing webinar statistics to see which topics are most important and touching base with senior leaders to see what employees are saying.

Providing Individualized Care

For a global organization like Pitney Bowes, the workforce population is diverse, from high-powered salaried corporate executives to hourly workers for whom English might not be their first language. To keep things fair and consistent, Nevas says, Pitney Bowes doesn’t offer different benefits to different types of employees, but it may emphasize certain benefits to certain employees based on their interests and adjust how it communicates about them. For example, retirement planning options may be more attractive to employees who are salaried, even if the same benefits are offered to hourly workers too.

Much of it comes down to knowing your audience and meeting them where they are. Hourly workers don’t have company email addresses or computers, he says. “We provide benefit guides that are in multiple languages. We know which languages are spoken the most at certain sites, and we’ll do hardcopy handouts there,” he said. He also knows there are huddle in-person meetings at the start of every shift, so he’ll give team leaders important messages to relay at those gatherings. Important messages will also appear on screens onsite, and each location has an employee experience champion available to explain benefits and encourage enrollment.

Knowing that net cash flow is also important to the hourly population, Pitney Bowes provides advance pay options, low contribution health plans, and even major appliance purchase programs to help these employees make the most of their paychecks.

Saving Money by Providing Better Benefits

Physical, mental, and financial wellness benefits don’t have to break the bank for employers. Nevas says his organization has a benefits hub with discounts on car rentals, groceries, movie tickets, insurance, and more, plus a partnership to help with student loan refinancing. These benefits do not cost the organization any money, but can save the employee money and give them special access to certain perks.

Pitney Bowes also emphasizes the importance and availability of free, preventative care so employees do not get hit as hard by future out-of-pocket costs. This is especially crucial among their immigrant employee population, which Nevas notes has more of a cultural resistance to medical check-ups.

And of course, employee turnover can be a costly hit to an organization for a variety of reasons, so providing attractive benefits is also a boon to retention, particularly during this time of the great resignation. For Nevas and his team, this comes down to providing genuine, individualized care with an eye toward advancement and longevity. “Our employee value proposition is that ‘We do the right thing the right way,’” he said. 

They emphasize not only physical, mental, and financial wellness benefits, but also career development in terms of professional resources and a clear pathway to promotion. “We’re going to help you grow. Once we get someone in the door, it's about who we are as an organization, and what we're able to provide as a company from a cultural standpoint, not just benefits, but the whole picture and your professional development.”

Katie Chambers is a freelance writer and award-winning communications executive with a lifelong commitment to supporting artists and advocating for inclusion. Her work has been seen in HuffPost and several printed essay collections, among others, and she has appeared on Cheddar News, iWomanTV, and CBS New York.

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Creating a Purposeful Workplace Experience

With the major threat of the pandemic behind us, the big question is unavoidable: should we all return to the office? If you feel like opinions are sharply divided, well, you’re right!“A recent survey from McKinsey found that 52% of employees prefer a mix of both: they love that hybrid workplace, valuing flexibility, but also recognize the benefits of working in person,” said moderator Lydia Dishman, senior editor for growth and engagement at Fast Company. “And research from Gallup shows that employees who feel engaged in their workplace are more likely to want to return to the office, particularly for team collaboration and relationship building.”Deloitte reports that organizations with a strong focus on employee experience see a productivity increase of up to 20% and it also helps with turnover rates. “Ultimately, it's up to the leaders to set the policy and model what the ideal workplace situation looks like,” Dishman said during an executive panel discussion at From Day One’s October virtual conference.Corporate leaders have been saying it a lot lately: We want to make the office a magnet, not a mandate. They can make that a reality by creating the kind of experience that re-engages workers with their leaders, their colleagues, and their roles. How can employers be intentional about the workplace as a welcoming community and place where workers can fulfill their need for connection and purpose, inclusion and belonging?Encouraging In-person InteractionIt can be hard to encourage in-person interaction, even when back in the office, when employees are plugged into a post-pandemic productivity mindset of sitting at a desk, powering through tasks, and then going home. Providing team leaders with additional support can help them facilitate the organic in-office interactions that so many of us have been missing.“We’re trying to guide leaders with tools. At CSL, we’ve just launched a series of tools called Moments That Matter,” said Kim Robbins, senior director, HR change and culture at CSL Behring. “It’s encouraging leaders to coach their teams about being intentional about the work that needs to happen.” The training helps them understand the difference between moments that require ‘heads down’ focus time alone in the office or at home vs. times when they should be providing face-to-face support, such as when onboarding new hires. “Could we be encouraging people to randomly meet for lunch or come together for events? We’ve positioned all this in a framework about planning the way you work, so that people could be intentional and do some assessments for who might be missing in their network that could really help them feel that greater sense of connectivity and belonging,” Robbins said.Executive panelists from JLL, HR Media & Co., CSL Behring, and Lam Research spoke about "Creating a Purposeful Workplace Experience" (photo by From Day One) Antoinette Hamilton, global head of inclusion & diversity at Lam Research, says that employee resource groups, which first came into prominence as a way to stay virtually connected during Covid, are now another structured way to encourage organic in-person interaction. ERG’s can “be a place to connect, meet some new people, and do something for a great cause,” Hamilton said.Taking an Empathetic Approach“Empathy is a foundational principle of making a workplace someplace you want to go to,” Dishman said. Much of empathy, says Judith Ojo, CEO of HR Media & Co., comes down to open communication. “Some employees are not fond of being in the office. Maybe they can’t get enough work done or they’re constantly interrupted,” Ojo said. Make sure you understand where your employees are coming from and what they are looking for, then respond in kind. For the issues Ojo noted, creating a quiet zone, collaboration space, or wellness area for meditation can go a long way to making an employee feel comfortable, seen, and supported. Such an adaptive workspace can be helpful for fostering inclusion.Empathy can mean different things for different people, and leaders need to be prepared to take the cue from the employees. “I think listening sessions are really important. The key is you’re not trying to solve the problem. You’re listening,” said Tina Leblanc, Ph.D., head of DEI, Americas at JLL. “You listen. You pause. You come up with a solution. And then go back and say, ‘What I heard was…And these are some ideas.’  And then also ask them, ‘What do you feel we can do as a team to be more inclusive?’ That way you’re not putting your own biases [onto it].” Regular employee surveys can encourage employees to come forward.Building the Ideal WorkplaceFor many employees, Dishman says, it seems like a hybrid environment is the ideal. But making organizations cohesive and productive in a hybrid setup can seem far easier on paper than it is in practice. “Building trust within hybrid teams is really crucial to ensure collaboration and productivity,” Hamilton said. Her team does this by leaning into their core values: clear communication, mutual trust and respect, and transparency. Her organization wants its teams to feel cared about, and have created a manager track with training that incorporates inclusive leadership.Senior leaders need to communicate goals and parameters, Dishman says, so that the office continues to be a hub of connection – and so that everyone doesn’t come into the office two days per week only to spend those days on Zoom. “One thing that we have is collaborative conversations, where we bring people throughout the whole office, and even in different buildings, together,” Leblanc said. The company also encourages group lunches on Mondays, coffee on Wednesdays, and desserts on Fridays. The key is to keep thinking, ‘How do I make this more enjoyable?’ to encourage people to get up, get dressed, and commute into work. Employees should leave feeling happy and productive, says Leblanc.Hamilton says managers should be given the tools to be able to articulate the benefits of on-site work. “You’ve failed if you walk into an office and everyone is on a Zoom call,” she said. “We have to be intentional about how we work differently when we come back into in-person environments,” she said. “Managers are the catalyst for getting that done in a consistent way across organizations.”Robbins’ office encourages employees to be intentional about their meetings and not jam their schedules unnecessarily through a collaboration audit. “Do you really need to still be a part of all these meetings? Could you just only attend when there’s an agenda topic relevant to you, where you're a subject matter expert or [the] person to move this goal forward? Or could you delegate it to a junior team member to give them exposure and have greater connectivity in the office?” she said.Her organization has also invited “puppy trucks” from local animal shelters to visit so employees can play with puppies during breaks. Such activities should feel organic, and companies must be careful to avoid scheduling what feels like “mandatory fun.” Again, employees will look to their leaders to set the tone, so managers should be the first ones to dive into activities and bring the team along, Leblanc says. Let them know attendance is optional, but if they do go, ask them to bring a friend. Such participation also makes senior leaders feel more accessible. “Humanize yourself,” Leblanc said.Katie Chambers is a freelance writer and award-winning communications executive with a lifelong commitment to supporting artists and advocating for inclusion. Her work has been seen in HuffPost and several printed essay collections, among others, and she has appeared on Cheddar News, iWomanTV, On New Jersey, and CBS New York.

Katie Chambers | November 20, 2024

Constant Change Is Bad for Business Because It’s Bad for Human Performance

In the corporate world, change is inevitable and organizations that can’t change don’t last long. Oftentimes, change is considered a good thing until you talk to people on the frontlines of it.“At some point you have to recognize that there is a contradiction between the simplistic idea that change is necessarily a good thing and the lived experience of change on the front lines, which seems to be anything but a good thing,” said Ashley Goodall, a leadership expert and author of The Problem With Change: And the Essential Nature of Human Performance.Goodall spoke with Vox's editorial director of tech, climate, and world teams, Bryan Walsh, at From Day One’s October virtual conference. They spoke about how to navigate constant change in the business world.Uncertainty, Control, and Work Without MeaningGoodall has had a long career in the corporate world as an HR executive, most recently at Cisco. He's seen major change from the outside and inside and identifies three key themes prevalent in any chaotic change. The first is uncertainty. “We don’t do very well when the future is uncertain and when somebody says there’s a big change coming, that’s almost the definition of uncertainty.”The next is control. “When you take away our sense of agency, we feel helpless. There’s a phenomenon called learned helplessness, where people just phone it in, because they’ve been trained by their environment that whatever they do won’t make that much of a difference.”Learned helplessness is the psychological name for a loss of control, Goodall says, but it also goes by another name. “Quiet quitting is probably pretty close in a business context for people saying, ‘Hey, I don't know what I do here. Why am I trying?’”Bryan Walsh of Vox interviewed author Ashley Goodall, left, during the fireside chat (photo by From Day One)The last theme is having a sense of meaning. “We have a desperate need for the world to make sense to us,” Goodall said. Organizational change often disrupts the essential social connections that define how people work and identify themselves. Shifting teams or altering org charts can dismantle these "social graphs," leaving employees struggling to adapt. On top of that, humans have an innate need to make sense of their environment. When conflicting messages about the organization’s direction emerge, employees often feel lost and disconnected, unable to contribute effectively.Goodall noted that while leaders often recognize these challenges, their focus tends to remain narrow—fixing one change initiative at a time. The issue arises when multiple initiatives, driven by different leaders or consultants, pile up, creating chaos. To address this, organizations must rethink change holistically and prioritize creating a work environment that supports human connection and meaningful contribution.“And it’s the aggregation of all of this that is really pernicious, which means that organizations need to think differently about change, and more broadly about the experience of work here every day, and does it support human contribution,” Goodall said."What can leadership do when it comes to actually executing change?” Walsh asked. Goodall says there needs to be a sliding scale to determine when change is necessary. “The first thing to say to organizational leadership is, do less. Change. But do less. 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And once we’ve understood that, then we can think about how to improve things.”Leaders can help employees navigate change by anchoring on stability and framing it as a clear, process-driven outcome, while taking steps to promote consistency amid the chaos of multiple initiatives.Stability is a Necessary Precondition for Improvement“You could say stability is kind of the opposite of change. What does that look like?” Walsh asked.Goodall distinguished between change and improvement, which he says aren’t the same things and given a choice between the two, people would choose improvement. “The thing that we’re chasing in all of this is improvement. Well, stability is a necessary precondition for improvement.”People struggling in an organization amidst a sea of instability don’t lend to improvement. Goodall believes that improvement and positive change come from team environments, where employees know what’s going on and are valued. “If we are able to stipulate that organizational value, organizational productivity, organizational innovation, organizational goodness comes from humans working together.”If you have the above, then you’ll have something like stability, Goodall says.“What does stability look like? Stability looks like I have space to figure out the best use of my time. I’m given some autonomy.” For Goodall, true stability at work comes from personal confidence, strong team dynamics, and leaders who foster meaningful connections and mutual support.Digging more into that predictability and stability, Goodall talked about his use of weekly all-hands meetings, something Walsh pointed out that, in his experience, executives tend to despise.Goodall did not spend a whole lot of time prepping for these meetings. Instead, he used them as a personnel barometer. “It was a conversation for the leadership team that everyone got to tune into and ask questions of us.”“What we were trying to solve was, if you know what’s going on, you have space, you have agency, [then] you have predictability. You get to see the people leading your organizations when they’re not on script–when they’re not following the talking points that the communications team has put together for the all hands," Goodall added.The meetings would start with slides of birthdays, service anniversaries, or something random with a photo to spark conversation or a laugh. Then they would move onto business, and different teams would simply talk about what they were working on, what was working for them, areas of difficulty and challenge, what was coming up in the future, and more.And making things weekly, instead of a few times a year, gives organizations the opportunity to handle change as it’s happening, according to Goodall. All of this is "profoundly stabilizing." “We did this every week for years and years, and it became an organizational ritual, and people still talk about it. All we were doing was ritualizing stability and explaining to people what was going on.”Matthew Koehler is a freelance journalist and licensed real estate agent based in Washington, DC. His work has appeared in Greater Greater Washington, The Washington Post, The Southwester, and Walking Cinema, among others.

Matthew Koehler | November 20, 2024

The Flexible Workplace: Making It Fair for Employees and Effective for Companies

As remote workplaces become hybrid and hybrid ones adopt on-site requirements, how do companies ensure that opportunities are available to all? It’s a challenge for many. Workers made to return to the office may feel like they’re not trusted, and those who cannot report to HQ may feel like they miss out on opportunities afforded to their in-office peers.Distributed workplaces have their benefits and drawbacks, of course, but they can still be inclusive, equitable environments for all. This was the topic of conversation during a panel at From Day One’s October virtual conference on modernizing workplaces for a more flexible and inclusive era.Remote and hybrid work has expanded talent pools for employers and opened job opportunities for workers. But with dispersion comes isolation, said TJ Mercer, the director of diversity, equity, and inclusion at biotech company AbbVie. He misses the interpersonal connections that form naturally in a shared office environment. “I’ve worked in the organization for two and a half years and never got to see anybody out of the blue Zoom box.” There is value in the passive time before meetings start, when people sitting in a conference room swap stories about their weekends or their families. “Some of that small talk just doesn’t happen as organically or naturally [on Zoom]. And I think that people do miss that from time to time.”Seema Bhansali, VP of employee experience and inclusion at Henry Schein, a company that distributes medical and dental supplies to healthcare providers, sees the benefits of remote and hybrid work for DEI. A lot of folks need to be able to work from home to care for a family member, for example. But she too knows that staying connected is a challenge and, sometimes, a problem. “You don’t really get to see people that often. And what does that do for your wellness in terms of relationships and relationship building? That is one of the balance issues we still have to work out.”Emily McCrary-Ruiz-Esparza moderated the session about "The Flexible Workplace: Making It Fair for Employees and Effective for Companies" (photo by From Day One)To encourage workplace camaraderie, “we bring people together, either virtually or in-person, for ‘connection days,’” Bhansali said. Their most recent connection day was spent building care kits for colleagues who were affected by Hurricane Helene. “We try to do these across the globe in different, culturally relevant ways, with some frequency.” They also gather people virtually for games and good-spirited competitions. “We try to be really intentional about how we are setting the culture,” she explained. “What do we want people to experience? And how are we making sure it’s good for folks who are in person, folks who are hybrid, and folks who are fully remote.”At insurance company Aflac, where employees living within 50 miles of an office are on-site at least three days per week, VP of total rewards Kelli Henderson encourages managers to make the most of those in-person work days. “That’s the day that you have your team meetings,” she said. “There are things that you have to be really purposeful about. It does take a little bit more time, a little bit more coordination and organization, but we have seen the benefits.”Of course, Henderson has felt resistance from employees who don’t want to return to the office at all. “We announced last March that we were going to have a 60% return-to-the-office. Our executive team really saw the importance of bringing people together, having people work together, and we got a ton of pushback from our employees.” Many equated the mandate with mistrust since they have been working fully remote for years. “We had to have a lot of conversations about the importance of coming together to be able to collaborate,” Henderson explained. The company expected some workers to leave as a result of the change, but they ultimately lost fewer than a dozen. “I think as much as you hear griping and complaining, we do work really hard to show the importance of being in the office, so people understand.”Calling the workforce back to the office must be done tactfully, said Michael Watson, senior director at AI-powered talent intelligence platform Eightfold. “It can’t just be about ‘Well, this is the way it used to be, and I’d love to see you now, and I’m the boss,” he said. Such a mandate won’t land well. “That’s not the type of organization that I’d want to work in. But if the organization said, ‘Mike, love the work you’re doing. We would love to see if it’s possible for you to come back in. Let’s have individual conversations. Let’s understand everyone’s circumstances.’” With that request, he says, he may be inclined to change his tune. Allowances should be made discerningly for those who need them: Someone might be a caregiver and needs some flexibility, and employers need to be willing to help them out. “You just can’t have a blanket policy,” he said.If you do have a distributed workforce, managers must be careful to not favor on-site workers over remote ones if their results and productivity is the same. “Those intangibles are really starting to show up,” AbbVie’s Mercer noted. But overall, he’s been pleased with managers’ cognizance, and they’ve lately seen a number of women promoted within the company.Aflac examined the experience for remote workers and found it lacking in some ways, so Henderson and her team made adjustments. “We went as far as testing all of our conference rooms because we realized that it wasn’t [a great experience] for those that were remote–maybe they could see one person or they had trouble hearing–so we really had to beef up the equipment and technology. That’s important to do if you’re going to have a mixture of on-site and off-site employees, so that everybody feels that they have the same seat at the table.”Sponsorship and mentorship can also help level the playing field within a distributed workforce. “Sponsorship is taking somebody’s career under your wing, having the conversations about them in rooms where they aren’t and don’t have access to,” Bhansali explained, proud of their practices at Henry Schein.Mentorship can be especially helpful for the youngest members of the workforce, many of whom started their careers during Covid lockdowns and have little exposure to office environments. The Washington Post reported in October that office etiquette classes are increasingly popular.“How do early career team members really get some of the unwritten rules of the workplace?” Henderson asked. The company set expectations for both technical and soft skills all workers need, then encouraged both sponsorship and mentorship to reinforce those skills and behaviors. Early career development is not the task it used to be, she says. “I think the mistake people make is they just try to use what worked and keep going, and that is not functional today.”At Eightgold, Watson helps workers create a path between where they are and where they want to be, and the appetite is there. “That’s where our business is really booming with these large organizations–just getting a grip on what skills they have, and not just skills, but what skills adjacencies they have.”“Expectations are different than they’ve been in the past,” Bhansali said. “And that’s not just about the hybrid workforce. That’s about a generational change in the workforce.” New workers expect skill development and a chance to exercise those skills, and leaders expect support. “Those layer onto the hybrid conversation in ways that folks don’t realize, but we have to put all these things together.”Emily McCrary-Ruiz-Esparza is a freelance journalist and From Day One contributing editor who writes about work, the job market, and women’s experiences in the workplace. Her work has appeared in the Economist, the BBC, The Washington Post, Quartz, Business Insider, Fast Company, and Digiday’s Worklife.

Emily McCrary-Ruiz-Esparza | November 14, 2024