Management Referral / Occupational Health Assessment

Management Referral / Occupational Health Assessment

Management Referral / Occupational Health Assessment

Where an employee has been absent for a significant period or for repeated short periods or there is a concern that a medical issue is impairing the employee’s ability to work, you as an employer may need support to manage the situation in a fair and consistent manner.

Outcomes 

Advice given to the referring manager will not normally contain any confidential medical detail, but will respond in accordance with the employee’s fitness to undertake their role.  This may include: 

  • The identification of a health problem that may impact on an individual’s work. 
  • The potential effects of the problem on current and future performance or attendance. 
  • Adjustments to the workplace or tasks that would assist in maintaining health and reducing the adverse effects of the health problem on attendance and performance. 
  • Whether the advised adjustments are temporary or permanent. 
  • Timescales for expected improvement. 
  • Opinion on the implications of the Equality Act 2010. 
  • The need for further investigation or medical report from treating doctor.
  • The potential for an individual to maintain a good attendance record, and if appropriate, suitability for Ill Health Retirement.
  • Proposals for case management or rehabilitation programme where appropriate.