Business OS
Human ResourcesHealth & Medical

Workstation Ergonomic Assessment

Structured intake form with employee details, request fields, declaration, and manager/HR review sections — designed for fast, accurate completion.

Updated 26d ago
formintakehrdocumentationhealth_medical

{{company_name}}

{{company_address}}

Phone: {{phone}} | Email: {{email}} | Web: {{website}}

Workstation Ergonomic Assessment

Complete all sections of this workstation ergonomic assessment in BLOCK CAPITALS. Incomplete forms cannot be processed.

Employee Details

FieldDetail
Full Name{{employee_name}}
Employee ID{{employee_id}}
Job Title{{job_title}}
Department{{department}}
Manager{{manager_name}}
Date{{current_date}}

Request / Information

FieldDetail
SubjectWorkstation Ergonomic Assessment
Effective Date{{effective_date}}
Reason / Description
Supporting Documents AttachedYes / No
Additional Notes

Declaration

I confirm that the information provided in this form is true, complete, and accurate to the best of my knowledge. I understand that providing false information may result in disciplinary action.

Manager Review

FieldDetail
Manager Comments
RecommendationApprove / Decline / Refer to HR
Manager Name{{manager_name}}
Date{{current_date}}

HR Action

FieldDetail
Action Taken
Processed By
Date Processed

Acknowledgement & Signatures

By signing below, both parties confirm they have read, understood, and agreed to the terms of this document.

Signed
Date

Scope

Applies to all employees, contractors, and visitors of {{company_name}} while at Company premises or engaged in Company business.

Definitions

  • "Occupational Health" means health risks arising from or related to work.
  • "Reasonable Accommodation" means any modification to enable performance of essential duties.
  • "Health Information" means medical, fitness-for-work, and related personal data.

Roles & Responsibilities

RoleResponsibility
Executive SponsorOwns occupational health strategy and resourcing.
HR / Health OfficerCoordinates assessments, accommodations, and record keeping.
Line ManagerIdentifies risks, supports return-to-work, escalates concerns.
EmployeeDiscloses fitness-for-work matters, follows medical advice, uses PPE.

Risk Categories & Controls

RiskMitigationOwner
Workstation ergonomicsDSE assessment and adjustmentsHR / Facilities
Mental health / burnoutEAP, workload reviews, manager trainingHR
Infectious diseaseHygiene controls, isolation guidanceHealth Officer
Physical hazardsPPE, training, incident reportingOperations

Fitness for Work & Accommodations

  1. Employees with a medical condition affecting work shall notify HR in confidence.
  2. An occupational health assessment may be arranged at Company cost where required.
  3. Reasonable accommodations are agreed in writing with the employee and manager.
  4. Confidential medical records are stored separately from personnel files.

Incident & Injury Reporting

Confidentiality of Health Data

Health information is processed only on a legitimate basis under applicable data protection law. Access is restricted to authorized health and HR personnel, and disclosure to managers is limited to fitness-for-work conclusions.

Signed
Date

Document Control

FieldValue
Document OwnerHuman Resources — {{company_name}}
CategoryHealth & Medical
Version1.0
Effective Date{{date}}
Next ReviewAnnually from effective date
Approved By{{manager_name}}
ClassificationInternal — Confidential

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