Occupational Health Service

Referring a member of staff (management referral)

If you feel that a member of your team should be referred to the Occupational Health Service, the referral and the reasons for this must be discussed with the member of staff before they are referred so that everyone understands the purpose of the referral.

Usually staff are referred in relation to attendance management, for example:

  • To see if there is an underlying medical condition or disability causing persistent periods of short-term absence and to determine the best way to manage this;
  • To review the current job role and / or consider suitable re-deployment as well as making sure that the member of staff is fit for work and the return to work is appropriately planned where the member of staff has experienced a work-related injury or medical problem or been on long-term sick leave;
  • To stay in touch with and support staff on long-term sick leave;
  • To investigate where a member of staff’s health may be impairing their ability to carry out their work.

Staff may also be referred to discuss adjustments to their workplace or job role not as a result of absence.

These appointments are an opportunity for the person to discuss health and work-related issues in confidence with an occupational health professional.

The individual has the right to refuse referral, however the individual must be aware that further decisions and actions may have to be made without the benefit of a medical assessment.

Both HR and the named line manager will be told when the staff member has been made an appointment and with the staff member’s consent will be copied in on any reports produced.

If you are a manager and feel that you need to refer a member of your team to the Occupational Health Service, please speak to your HR contact who will assist with completing a referral.

All permanent and staff on long-term fixed contracts will be assessed by questionnaire after a job offer has been made under the terms of the Equality Act. You may be contacted to make an appointment at the Occupational Health Service or for further details.

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