How to use this well
Do the assessment with the worker, not about them. They know their symptoms, their clinical advice and their own capacity, and the assessment exists to keep them working safely rather than to remove them from work.
Keep health information confidential and separate from the general health and safety file, share only what a manager needs to implement an adjustment, and do not record clinical detail here.
Nothing in this template is medical advice. Where there is any question about fitness for a specific task, the worker's own medical practitioner is the source, and this assessment records the workplace response to that advice.
Assessment details
Physical hazards
- Manual handling: lifting, carrying, pushing, pulling, and patient or client handling
- Prolonged standing, and whether seating is genuinely available and usable
- Prolonged sitting without the ability to move regularly
- Working at height, on ladders, or where balance changes matter
- Slips, trips and falls, including wet floors and cluttered routes
- Working in confined or restricted spaces where a changing body shape matters
- Whole-body vibration, including from vehicles and mobile plant
- Extremes of heat or cold
- Noise exposure
- Ionising radiation, and any radiation-related work
- Long shifts, night work and shift patterns
- Access to toilets, rest breaks and somewhere to sit and eat
Chemical and biological hazards
- Hazardous chemicals used or present, with the safety data sheets checked for reproductive hazard information
- Cytotoxic drugs, anaesthetic gases or sterilising agents
- Lead and other heavy metals
- Pesticides and agricultural chemicals
- Infectious agents, and exposure risk in clinical, laboratory, childcare or animal work
- Immunisation status reviewed against exposure risk, with clinical advice
- Sharps and body fluid exposure risk
- Adequate ventilation, and whether existing controls remain adequate
Psychosocial and work organisation
Frequently the most significant category, and frequently the one skipped.
- Exposure to violence, aggression or threatening behaviour, including from clients or the public
- Lone or isolated work, and the ability to summon help quickly
- Work-related stress, workload and time pressure
- Fatigue, including from symptoms and disturbed sleep
- Travel requirements, including remote travel and time away
- Ability to attend appointments without difficulty
- Support from the manager and team, and how the worker feels about disclosure
- Concerns raised by the worker about their own safety
Agreed adjustments
Adjust the work first. Removing someone from work should follow genuine attempts to make the work safe, not precede them.
| Hazard or difficulty | Adjustment agreed | Start date | Review date | Owner | Worker agrees (Y/N) |
|---|---|---|---|---|---|
Return to work and breastfeeding
- Return-to-work discussion held before the return date
- Phased return considered where appropriate
- Manual handling and fatigue reviewed against the worker's current capacity
- Private, clean space available for expressing milk, that is not a toilet
- Refrigeration available for storing milk
- Break timing flexible enough to be usable in practice
- Roster and shift pattern reviewed against feeding and sleep
- Adjustments reviewed rather than assumed to have lapsed on return