Fitness employment contract

Corporate Wellbeing Advisor Employment Contract UK

Set workplace wellbeing support around credible programmes, confidential boundaries and non-clinical referral.

Watercolour illustration showing Wellbeing Advisor (Corporate wellness) at work in Fitness on a pale sage background
This contract includes Coordinate workplace wellbeing programmes. Deliver approved education and engagement activities. Signpost employees to suitable support. Preview before payment PDF and editable DOCX files after checkoutBuilt for UK employers

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Reviewed for straightforward UK employer use

This page is maintained for UK employers creating wellbeing advisor (corporate wellness) contracts for fitness. HRHeaven uses a legally validated and solicitor-approved self-service contract framework, with wording for role duties, confidentiality, notice, holiday, probation and practical workplace expectations. It does not replace individual legal advice for complex or disputed circumstances.

Last updated
19 June 2026
Content owner
HRHeaven employment documentation team
Review standard
UK employer template review, versioned clause logic and preview before payment

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What's included in your contract

Job description

Clear role overview and key responsibilities.

Probation period

Clear probation terms for the selected arrangement.

Role-specific duties

Maintained responsibilities, records and authority boundaries for the selected role.

Working hours

Standard and flexible working arrangements.

Holiday entitlement

Holiday terms explained for the selected arrangement.

Confidentiality

Client and company confidentiality.

Disciplinary process

Clear process and employee rights.

Notice periods

Notice terms explained for both parties.

You’ll receive your contract in both PDF & DOCX formats

Download a polished PDF ready to issue and an editable DOCX copy for future updates.

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Before you create it

Use this Wellbeing Advisor (Corporate wellness) contract with confidence

Practical checks to help an employer choose the right starting point and prepare the information the document needs.

When to use this contract

Deliver client wellbeing plans and session briefs uploaded to client portals or CRM after each engagement, quality-check reports for programme delivery and attendance reconciliations submitted as scheduled, and escalation reports for safeguarding disclosures, safety incidents, missed handovers or material complaints to the general manager or duty manager.

Workplace context: Trading premises.

What makes this role different

Maintain accurate client wellbeing plans and session records in client portals or CRM. Follow the Employer's documented arrangements covering run and document quality checks on programme delivery and attendance. Use finance or approval records for any reconciliation and refer exceptions to finance or the general manager or duty manager. Protect client, supplier and operational confidentiality and report suspected data loss immediately. Follow the Employer's documented arrangements covering company policies.

Not a fit / obtain specialist advice

Recheck the role or obtain appropriate advice if the work would exceed these maintained authority boundaries: You may create and update client wellbeing plans, record attendance, and close routine follow-ups. You must not approve financial exceptions, change pricing, or release confidential operational data. Approve reconciliations or exception approvals only within documented approval and reconciliation records or via the general manager or duty manager. Obtain approval before committing expenditure, changing contractual commitments or making regulated or staffing decisions outside the assigned role.

What to prepare before you issue it

  • the workforce sites and programme remit
  • the clinical versus non-clinical boundary
  • the employee data and confidentiality controls
  • the supplier budget and event authority
  • the HR occupational-health and emergency routes

Day-to-day operating brief

What Wellbeing Advisor (Corporate wellness) work looks like in practice

Wellbeing Advisor (Corporate wellness) delivers client-facing wellbeing planning, workplace wellness checks and stakeholder updates in fitness settings, keeping client records accurate, escalating material safety, safeguarding or service exceptions to the general manager or duty manager.

Responsibilities reflected in the contract

  • Coordinate workplace wellbeing programmes.
  • Deliver approved education and engagement activities.
  • Signpost employees to suitable support.
  • Manage providers events and resources.
  • Report aggregate participation and outcomes.

A realistic working scenario

You plan and deliver corporate wellbeing sessions at trading premises, record programme notes in client portals or CRM, run quality checks on session delivery, complete handovers for ongoing client support, and escalate missed handovers, safeguarding disclosures, safety incidents or significant complaints to the general manager or duty manager.

Outputs to agree

  • Client wellbeing plans and session briefs uploaded to client portals or CRM after each engagement.
  • Quality-check reports for programme delivery and attendance reconciliations submitted as scheduled.
  • Escalation reports for safeguarding disclosures, safety incidents, missed handovers or material complaints to the general manager or duty manager.
  • Handover notes and next-action lists for delivery teams and external professional advisers.
  • Session outcome summaries and client feedback records for sales and finance reconciliation.

Records and evidence

  • Client wellbeing plans and session notes held in client portals or case management systems.
  • Attendance and delivery checklists stored in CRM or operational spreadsheets.
  • Quality-check logs and corrective actions for programme delivery.
  • Escalation logs of safeguarding disclosures, safety incidents, missed handovers or complaints reported to the general manager or duty manager.
  • Finance or approval records for reconciliations and invoice checks.
  • Work records.

Reporting relationship

Typically reports to Line Manager or Department Manager. Confirm the employer's actual reporting structure in the builder.

Authority and escalation

  • You may create and update client wellbeing plans, record attendance, and close routine follow-ups. You must not approve financial exceptions, change pricing, or release confidential operational data. Approve reconciliations or exception approvals only within documented approval and reconciliation records or via the general manager or duty manager.
  • Obtain approval before committing expenditure, changing contractual commitments or making regulated or staffing decisions outside the assigned role.

Tools and systems

  • Client portals.
  • Case management systems.

Workplace context

  • Trading premises.

Contract priorities

  • Maintain accurate client wellbeing plans and session records in client portals or CRM.
  • Run and document quality checks on programme delivery and attendance.
  • Escalate safeguarding disclosures, safety incidents, missed handovers or significant complaints to the general manager or duty manager promptly.
  • Use finance or approval records for any reconciliation and refer exceptions to finance or the general manager or duty manager.
  • Protect client, supplier and operational confidentiality and report suspected data loss immediately.

Information the employer should prepare

  • the workforce sites and programme remit
  • the clinical versus non-clinical boundary
  • the employee data and confidentiality controls
  • the supplier budget and event authority
  • the HR occupational-health and emergency routes

Individually written and reviewed against the maintained role record.

Maintained role evidence

The facts this Wellbeing Advisor (Corporate wellness) contract is built around

These role-pack details give an employer something concrete to check before using the contract for fitness work.

Work setting

Trading premises.

Primary duties

  • Coordinate workplace wellbeing programmes.
  • Deliver approved education and engagement activities.
  • Signpost employees to suitable support.
  • Manage providers events and resources.

Tools and training to confirm

  • Client portals.
  • Case management systems.

Governance focus

Employer procedures and role controls. Maintain accurate client wellbeing plans and session records in client portals or CRM. Follow the Employer's documented arrangements covering run and document quality checks on programme delivery and attendance. Use finance or approval records for any reconciliation and refer exceptions to finance or the general manager or duty manager.

Contract builder output

Wellbeing Advisor (Corporate wellness) clauses and builder inputs

HRHeaven builds the contract from the employer's answers, the selected industry, and the role-specific wording for this job.

Role wording

Wellbeing Advisor (Corporate wellness) duties

Deliver client wellbeing plans and session briefs uploaded to client portals or CRM after each engagement, quality-check reports for programme delivery and attendance reconciliations submitted as scheduled, and escalation reports for safeguarding disclosures, safety incidents, missed handovers or material complaints to the general manager or duty manager.

Coordinate workplace wellbeing programmes. Deliver approved education and engagement activities. Signpost employees to suitable support. Manage providers events and resources. Report aggregate participation and outcomes.

Builder answers

What the contract builder captures

Employer and employee details Role title and reporting line Pay, hours and working pattern Holiday, probation and notice Workplace and site rules Company branding and e-sign

Preview before purchase

Complete the builder, check the document output, then pay only when you are ready to download.

Specific clauses

What is added to the finished contract

You may create and update client wellbeing plans, record attendance, and close routine follow-ups. You must not approve financial exceptions, change pricing, or release confidential operational data. Approve reconciliations or exception approvals only within documented approval and reconciliation records or via the general manager or duty manager.

Obtain approval before committing expenditure, changing contractual commitments or making regulated or staffing decisions outside the assigned role.

Maintain accurate client wellbeing plans and session records in client portals or CRM.

Follow the Employer's documented arrangements covering run and document quality checks on programme delivery and attendance.

£19.99 one-off contractPreview before payment, then download the branded PDF and send for signature.

Employee handbook bundle

Wellbeing Advisor (Corporate wellness) Contract + Employee Handbook Bundle

Pair the contract with a fully customisable employee handbook and keep the role wording, workplace rules, branding and policies aligned from day one.

Industry-specific policies Contract and handbook generated together UK-focused policy content Easy to edit and maintain

After the contract

Run the employee lifecycle with HR Actions

Once the Wellbeing Advisor (Corporate wellness) contract is created, HR Actions help fitness employers manage the next HR steps: recruitment, probation, performance, absence, disciplinary, grievance and offboarding.

Choose the right level of support

Single HR Action or Unlimited

Buy one HR Action for one employee process, or use HR Actions Unlimited when you expect recurring HR work.

Keep the context together

AI Workspace support

HRHeaven can pre-fill known employee, role, timeline and document facts, then asks the employer to confirm the missing details.

Stay ready for the next step

Timeline, reminders and audit

Each workflow keeps the case history, source context, reminders, documents and completion summary together.

Simple, transparent pricing

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£9.99/month

Launch eligible HR Actions across your organisation without paying per employee case.

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Optional yearly document maintenance, compliance reminders and update notifications.

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Frequently asked questions

When should I escalate a missed handover?

Escalate a missed handover immediately if it affects continuity of care, session safety, or booking delivery. Record the missed handover in the escalation log and notify the general manager or duty manager with client reference, dates and proposed mitigation.

Who can approve a reconciliation or financial exception?

Reconciliations must be recorded in the finance or approval and reconciliation records. You may prepare and submit supporting documents, but a reconciliation or financial exception requires approval via the finance system or explicit sign-off from the general manager or duty manager.

Can the Advisor diagnose a condition?

No; use qualified clinical referral.

Must individual disclosures reach HR?

Only where lawful, necessary and clearly explained.

Can anonymised trends be reported?

Yes, where individuals cannot reasonably be identified.

Who approves external providers?

Use procurement and safeguarding checks.

Are crisis situations included?

Define immediate emergency and specialist routes.

What must programme handover cover?

Include suppliers, events, risks, measures and protected records.

View all FAQs

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