DEMO PARENT ORGANISATION
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1 DEMO PARENT ORGANISATION Report Period: January - December 2014 EAP AND WORK-LIFE UTILIZATION
2 TOTAL UTILIZATION FOR THIS PERIOD 6.62% January - December 2014 Executive Summary Demo Parent s overall usage of services during the period was 282 cases. The projected annual utilization for Demo Parent Organisation is 6.62% which is higher than the EAP s benchmark of 4.28%. There were 142 EAP counselling cases, 139 work-life cases, and 1 wellness case. Usage is higher compared to the previous year during this time period where utilization was 3.78%. Year to date the number of cases broken out by gender are: 42.55% male and 56.74% female. 0.71% of callers declined to provide this information. Of the 142 EAP counselling cases during this timeframe 133 required counselling support. A total of 102 cases were referred to Face to Face counselling, 20 were referred to Telephone Support counselling and 11 were referred to Back to Company counselling. The remaining 9 cases were referred to other support. Of the issues presented, 94.33% were personal in nature. A majority of these cases were concerns regarding Face to Face (99), Daily Living Referral (57), and Telephone (29). Additionally, 5.67% of the 282 cases were work related. The most common concerns were regarding Face to Face with 39.01% and Daily Living Referral with 20.92%.
3 UTILIZATION OVERVIEW NUMBER OF EMPLOYEES: 4602 PERIOD COUNT YTD COUNT UTILIZATION % YTD UTILIZATION % EAP Work Life Wellness Total
4 UTILIZATION BY SITE TOTAL Demo Parent 282 Demo Organization 282 Total 282
5 KEY STATISTICAL INFORMATION Q1 Q2 Q3 Q4 YTD EAP Face to Face Telephone Management Consultation Sub Total Work Life Daily Living Referral Legal In-Person General Assistance WorkLife Child Care Referral Financial Consultation Legal Advice Legal Consultation 3 3 Daily Living Consultation 2 2 Elder Care Referral Sub Total Wellness Wellness Coaching 1 1 Sub Total 1 1 Total Total Utilization Web Logins Number of Individual Participants Utilizing Services Web Usage %
6 CALLER INFORMATION AGE BAND Q1 Q2 Q3 Q4 TOTAL % Adult (18-30) Adult (31-40) Adult (41-50) Child (0) Adult (51-60) Elderly (>60) Total ETHNICITY Q1 Q2 Q3 Q4 TOTAL % Unknown Total GENDER Q1 Q2 Q3 Q4 TOTAL % Male Female Unknown Total CLIENT TYPE Q1 Q2 Q3 Q4 TOTAL % Employee Family Member Student Dependent Manager Significant Other Total EMPLOYEE STATUS Q1 Q2 Q3 Q4 TOTAL % Unknown Full-Time Total
7 MAIN ISSUES
8 PERSONAL ISSUES DETAILED Q1 Q2 Q3 Q4 TOTAL % Emotional Health Depression Anxiety Stress Bereavement Anger Past Trauma Family Member Addiction Fear Impacted by DV Unhappiness Sub Total Communication/Conflict Conflict with partner Relationship issues Communication issues Conflict with family Family member work issue Sub Total Change/Adjustment Work-life Balance Parenting Relationship Relocating Dealing with Loss Divorce Illness Job Status Trauma Sub Total Behavioral Concerns Alcohol/drugs Acting out Addiction Suicidal Ideation Sub Total Physical/Obligations
9 Care of spouse Chronic illness Financial obligation Sub Total Life/Career Coaching Job Search/Networking Sub Total Manager Reported Critical Incident Workplace Trauma Sub Total Total
10 WORK ISSUES DETAILED Q1 Q2 Q3 Q4 TOTAL % Emotional Health Anxiety Stress Depression Fear Sub Total Communication/Conflict Conflict with colleague Harassment/Bullying Sub Total Behavioral Concerns Alcohol/drugs Sub Total Change/Adjustment Job Status Sub Total Manager Reported Critical Incident Workplace Death Sub Total Total
11 EAP GENERAL ASSISTANCE INQUIRIES EAP General Assistance Inquiries are categorized as individuals who accessed the program with general questions or inquires about the service, but are not currently interested in accessing the benefits available to them. These are not considered cases and therefore not included in any other areas of this report. Q1 Q2 Q3 Q4 TOTAL % Benefit Connect EAP Overview Transferred to EAP Benefit Eligibility Verification User Response Requested Total
12 KNOWLEDGE OF SERVICE TOTAL PERCENTAGE Human Resources EAP Promotion Poster/Wallet Card Used Service Before Friend/Family Website Informal Manager Referral Induction Brochure Manager Referral Form Medical Referral Benefit Website Occupational Health Total 282
13 METHOD OF CONTACT TOTAL PERCENTAGE INDUSTRY AVERAGE Telephone Live Connect Formal Management Referral Online Counseling Total 282
14 WORK-LIFE CASES BY CATEGORY Q1 Q2 Q3 Q4 TOTAL % Daily Living Referral Financial Assistance Housing Health/Wellness Miscellaneous Career Shelters/Transitional Housing Legal Travel Websites/Books/Tipsheets Sub Total Legal In-Person Family Other Bankruptcy Consumer Financial Property Adoption Insurance Restraining/Protection Wills/Estate Planning Sub Total General Assistance WorkLife Work-Life Overview User Response Requested Benefit Connect Sub Total Child Care Referral Day Care Centers Family Day Care Homes Sub Total Financial Consultation Financial Information General Debt Budgeting Child Support Sub Total
15 Legal Advice Other Tenancy Civil Consumer Family Financial Sub Total Legal Consultation Other Property Sub Total Daily Living Consultation Disability/Special Needs Financial Assistance Sub Total Elder Care Referral Housing Sub Total Total
16 WEBSITE UTILIZATION Monthly Feature Legal Grief and Loss Savings Center Search Government Programs Health Housing Options Advanced Directives unknown Child Care Education Pets Wellness Homepage Aging Living Parenting unknown TOTAL Monthly Feature 21 Savings Center 6 Search 6 Advanced Directives 4 Wellness 1 Sub Total 38 Grief and Loss 8 Government Programs 5 Health 5 Housing Options 5 Sub Total 23 Legal 10 Pets 1 Sub Total 11 Child Care 1 Education 1 Sub Total 2 unknown 2 Sub Total 2 Total 76
17 WORKPLACE ACTIVITIES TOTAL ATTENDEES B. Activity as a Result of HR/Manager Consultation Wellness Seminar 6 33 Formal Manager Referral 2 Sub Total 8 33 A. Manager/HR Consultation Crisis Management - Threat of Violence 2 Sub Total 2 0 Total WORKPLACE ACTIVITIES DETAILED TOTAL DURATION ATTENDEES B. Activity as a Result of HR/Manager Consultation 8 33 Wellness Seminar 14 Activity Date: 02/14/2013 Response Date: 02/14/2013 Location: London Hosted By: Details: Maximizing Your Day Wellness Seminar 5 Activity Date: 04/09/2013 Response Date: 04/09/2013 Location: Rochdale Hosted By: Details: Team Work
18 Wellness Seminar Activity Date: 06/11/2013 Response Date: 06/11/2013 Location: Glasgow Hosted By: Details: Dynamics of Change Wellness Seminar 8 Activity Date: 08/27/2013 Response Date: 08/27/2013 Location: Swansea Hosted By: Details: Career Development Strategies Formal Manager Referral Activity Date: 09/24/2013 Response Date: 09/24/2013 Location: Hosted By: Details: Anger in workplace Formal Manager Referral Activity Date: 09/24/2013 Response Date: 09/24/2013 Location: Hosted By: Details: Destruction of Company Property Wellness Seminar 6 Activity Date: 10/22/2013 Response Date: 10/22/2013 Location: Norfolk Hosted By: Details: Assertive Communication Wellness Seminar Activity Date: 12/11/2013 Response Date: 12/11/2013 Location: Birmingham Hosted By: Details: Effective Presentation Skills & Public Speaking A. Manager/HR Consultation 2 Crisis Management - Threat of Violence Activity Date: 09/24/2013 Response Date: 09/24/2013 Location:
19 Hosted By: Details: Anger in workplace Crisis Management - Threat of Violence Activity Date: 09/24/2013 Response Date: 09/24/2013 Location: Hosted By: Details: Destruction of Company Property
20 Report Terminology Glossary Assisted Search: A dependent care intake form submitted via the website directly to a Consultant who will locate and confirm providers. EAP Cases: Each time a participant contacts an EAP Consultant via telephone, Assisted Search or LiveConnect. Work-Life Cases: Each time a participant contacts a Work-Life Consultant via telephone, Assisted Search or LiveConnect. LiveConnect: A website visitor communicating electronically in real time with a Consultant using instant messaging. The Consultant completes the dependent care or daily living intake form while conversing electronically with the web visitor. Non-Referral Event: General consultation that does not result in a search request. Page Hits: Recorded each time a user moves from section to section on the website. Total Utilization (Cases): The total of consultations via telephone, LiveConnect and Assisted Search. Web Logins: Recorded each time a user logs in to the website.
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