How to Create an Activity

Wellness activities can be health screenings, flu shots, coaching, online courses, or any other event that supports employee health. 

Below are the steps to create a new activity in the Wellness360 Admin Portal.

1. Log in to the Admin Portal

• Access your company’s Wellness360 Admin Portal.

• Enter your credentials and click Login.

2. Access the Activities Section

• From the left-side menu, select Programs, then Activities.

• On the Activities page, click +CREATE ACTIVITY at the top right.

3. Choose the Activity Type

• Predefined Activity: Select from existing templates (e.g., Preventive Exams), then click Select Activity.

• Custom Activity: Click Custom Activity (top right) to build from scratch.

4. Review & Update Activity Details

• Activity Name: Keep or change the predefined name.

• Program Year: Specify the year this activity applies to.

• Category:

  • Choose from the existing categories.

  • Click + to create a new category, enter the category name, and Save.

  • The New category will be available in the Category section.

• Assign and Due Dates: Set when the activity is assigned to users and the deadline for completion.

• Mandatory Option: Select “This Activity is Mandatory to complete” if required to be mandatory.

• Activity Thumbnail: Choose a default banner or upload your own.

• Repeat Activity: Specify how many times per year the users must complete the activity.

• Points: Add points for completion (if applicable).

• Prize: Describe any prize for completion (if applicable).

• Verification Method:

  • Upload: Users upload proof to mark completion.

  • Honor: Users mark themselves complete. They can add a comment while doing this.

• Requires Admin Approval:

  • Selected: Admin must approve the proof before awarding points.

  • Not Selected: Activity automatically completes once the user marks it done.

• Assign to:

  • All users: Assign to everyone on the platform.

  • Segment: Assign to a specific distribution list or user group.

• Verification Instructions: Edit the default instructions if necessary.

• Attaching a Document: Optionally, upload a PDF for users to refer to.

5. Create the Activity

• Review all details.

• Click Create.

• Your activity now appears on the Activities page under the specified Program Year and Category.

6. Preview and Edit

• Select the activity from the Activities page to:

  • Preview the activity details.

  • Modify the activity details.

  • Delete the activity if it’s no longer needed from the actions menu.

For a custom activity, follow the same steps above, adding any additional details as needed.

*If you are experiencing any issues, please contact the Wellness360 Team.