METHODOLOGY

Every Score Is Explainable

HeartMetrics is grounded in the U.S. Surgeon General's Framework for Workplace Mental Health & Well-Being — the most comprehensive, evidence-based standard for what workers actually need to thrive. We translate its five essentials into real-time, measurable signals from the tools your team already uses. No surveys required. No black boxes.

Read the Surgeon General's Framework
Worker Voice& EquityProtectionfromHarmWork-LifeHarmonyConnection&CommunityMatteringatWorkOpportunityforGrowth

Based on the U.S. Surgeon General's Framework for Workplace Mental Health & Well-Being (2022)

WORK WELLBEING INDEX

Five Research-Backed Dimensions. One Score.

The Work Wellbeing Index (WWI) is a composite 0–100 score built from five dimensions, each mapped directly to one of the Surgeon General's five essentials for workplace well-being. Higher = healthier.

Protection from Harm

What the Surgeon General says: Workers need physical and psychological safety, with normalized mental health support and adequate rest.

What HeartMetrics Measures

Workload manageability
Is the employee's task volume sustainable within standard hours?
Maps to: "Enable Adequate Rest"
Survey signal: "My work is manageable"
After-hours work signals
Are they being expected to work beyond normal hours?
Maps to: "Enable Adequate Rest"
Survey signal: "I am often expected to work beyond my normal hours"
Mental health support accessibility
Does the organization communicate available resources?
Maps to: "Normalize & Support Mental Health"
Burnout comfort signals
Would the employee feel comfortable seeking support if struggling?
Maps to: "Psychological safety around stress/burnout"
DEIA signals
Does the employee feel respected and valued regardless of background?
Maps to: "Operationalize DEIA"

Data Sources

Task volume vs. capacity from Jira/Asana, after-hours commit/message timestamps, calendar events outside business hours, pulse survey responses on workload manageability.

How the Dimensions Combine into the WWI

WWI = w1(Protection) + w2(Harmony) + w3(Connection) + w4(Mattering) + w5(Growth)

Each essential produces a sub-score of 0–100. These are combined via weighted aggregation into the final WWI (0–100).

Important: Weights are calibrated based on our primary research with tech workers at companies of 50–500 employees, validated against retention outcomes. We continuously refine weights as we collect more data.

WWI Thresholds

WWI RangeStatusWhat It Means
70–100 HealthyEmployee is balanced and thriving
50–69 MonitorSome signals need attention
0–49 At RiskImmediate manager action recommended

Interactive Example: Riya S.

See how each essential's sub-score feeds into her overall WWI

ProtectionWork-LifeConnectionMatteringOpportunity
Riya S.
Analyst
41
At Risk
Protection from Harm0
Workload 9.2/10 (avg 5.0)
3 items blocked 4+ days
Work-Life Harmony0
Meeting load 5.5h/day (avg 2.5h)
After-hours signals detected
Connection & Community0
Team collaboration normal
Manager 1:1s consistent
Mattering at Work0
2 recognition events last month
Below team avg for voice signals
Opportunity for Growth0
4% stretch work (team avg 24%)
No new-skill assignments in 60 days
AI Recommendation
"Redistribute 2 blocked items to Diego & Mason who have capacity."
EQUITY METRICS

Manager Fairness Score

A 0–100 score measuring how equitably a manager distributes workload, recognition, and growth opportunities. Addresses the insight that 50% of employees leave their manager, not the company (Gallup, 2015).

Workload Equity

Is work distributed fairly across team members?

How it's measured: Standard deviation of workload scores across the team; flags if any individual is >1.5σ above average

Recognition Equity

Does the manager recognize all team members, not just favorites?

How it's measured: Gini coefficient of recognition events per person; flags if any individual has a 30+ day recognition gap

Opportunity Equity

Are stretch assignments and growth opportunities shared?

How it's measured: Distribution of high-visibility tasks, new-skill assignments, and career-advancing work across all team members
Engineering Team
Manager Fairness Score
74↓ -3
Confidence: Medium
Workload Equity68
Riya carrying 1.8x team average
Recognition Equity82
Two employees flagged (30+ day gap)
Opportunity Equity72
Stretch work concentrated on 2 of 8 members
DATA ARCHITECTURE

Two Signal Layers. One Complete Picture.

HeartMetrics combines passive work-system signals with lightweight pulse surveys — so managers get both objective data and the employee's own voice.

Layer 1: Passive Work-System Signals

Always On — No employee action required

Task load & velocityJira, Asana, Linear
Active tickets, story points, WIP count, time-in-status
Meeting burdenGoogle Calendar, Outlook
Meeting count/day, duration, after-hours meetings
Blocked workJira, Asana
Items in Blocked status, blocker duration, dependency chains
Recognition eventsSlack, Teams
Public kudos/shoutouts in designated channels (metadata only)
Collaboration patternsSlack, Teams, Calendar
Communication frequency, cross-team interaction (metadata only)
Assignment typesJira, Asana
Stretch vs. routine work classification, task variety score

Layer 2: Pulse Surveys

Periodic, Lightweight — 1-5 Likert Scale

Protection from Harm
"My work is manageable."
Work-Life Harmony
"I am able to disconnect from work during non-work hours without negative consequences."
Connection & Community
"At your company, is there someone you are comfortable reaching out to about professional issues?"
Mattering at Work
"I feel meaningfully recognized for the work I contribute."
Opportunity for Growth
"Does your organization provide transparent career pathways and advancement opportunities?"
+Work Wellbeing Index
PRIVACY BY DESIGN

What We Read vs. What We Never Read

HeartMetrics reads work-system signals. Never surveillance data.

What We Read

  • Task/ticket status, assignments, story points (Jira, Asana)
  • Calendar event metadata: duration, count, time-of-day (Google Calendar, Outlook)
  • Public recognition events in designated channels (Slack, Teams)
  • Role and assignment metadata from HRIS (BambooHR, Workday)
  • Aggregated pulse survey responses

What We Never Read

  • Private messages, Slack DMs, or email content
  • Keystrokes, mouse movement, or screen activity
  • Browsing history or app usage
  • Camera, microphone, or location data
  • Performance review text or 1:1 notes (unless explicitly opted in)
  • Individual survey responses are never shown to managers — only aggregated scores
EVIDENCE BASE

Grounded in the Surgeon General's Framework

Every dimension we measure maps to a specific essential from the U.S. Surgeon General's Framework for Workplace Mental Health & Well-Being, validated by our primary research with tech workers.

Our Validation Research

  • Primary research: Empathy mapping and discovery interviews with employees at tech companies (ICs, middle managers, and senior leadership)
  • Survey validation: Likert-scale questions mapped to each essential, tested with tech workers across micro, small, medium, and large enterprises
  • Persona research: Think/Say/Do/Feel empathy maps for individual contributors, middle managers, and senior leadership

Supporting Industry Data

Workload → Burnout
34% of employees considered quitting due to burnout (NAMI, 2024)
Recognition → Retention
79% cite lack of recognition as reason for quitting (O.C. Tanner, 2026)
Feedback → Turnover
33% quit due to lack of constructive feedback (BambooHR, 2025)
Manager quality → Attrition
71% of tech employee turnover linked to poor management (Gallup, 2023)
Cost impact
$900B annual U.S. turnover cost (Work Institute, 2024); $15–20K to replace one tech employee (SHRM, 2023)
ACTIONABLE INSIGHTS

AI Coaching That Tells Managers What to Do Next

HeartMetrics doesn't just show numbers — it generates specific, actionable nudges grounded in each employee's real signals across all five essentials.

Protection from Harm

"Riya's workload is 1.8x the team average and she has 3 items blocked for 4+ days. Redistribute 2 blocked items to Diego & Mason who have capacity."

Mattering at Work

"Priya hasn't received recognition in 34 days. Consider acknowledging her Q1 client migration work in your next standup."

Work-Life Harmony

"Sam is averaging 5.5 hours of meetings per day — more than double the team average. Consider protecting 2 hours of deep work time on his calendar this week."

Manager Fairness

"Your fairness score dropped 3 points this week. Stretch assignments are concentrated on 2 of 8 team members. Consider rotating the next high-visibility task to Priya or Mason."

Opportunity for Growth

"Mason's stretch work percentage is 4% vs. team average of 24%. He hasn't had a new-skill assignment in 60 days. Consider assigning him to the API redesign project."

See It In Action

Try the demo dashboard and click "why this score?" on any metric to see the five essentials in action.