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This occupational health referral toolbox talk template provides a detailed, step‑by‑step guide for managers, supervisors and HR professionals on how to refer employees to occupational health services safely, legally and efficiently. It explains the legal duties set out in the Health and Safety at Work Act 1974, the Management of Health and Safety at Work Regulations 1999 and the Equality Act 2010, and outlines the full referral pathway from initial symptom reporting through to return‑to‑work planning.
The template covers recognising early signs of work‑related illness, completing the HSE‑approved referral form (see HSE guidance), establishing service‑level agreements with occupational health providers, maintaining GDPR‑compliant confidentiality, reviewing occupational health reports and implementing recommended controls, and auditing the referral process for continuous improvement.
It is suitable for sectors such as construction, manufacturing, healthcare, utilities and any organisation that carries out health surveillance or fitness‑for‑work assessments. The content is fully editable – you can insert your own company name, add site‑specific hazards, modify SLA details, and tailor risk assessment references to match your workplace.
References: Management of Health and Safety at Work Regulations 1999 (Regulation 5); HSE Occupational Health overview; Health and Safety at Work Act 1974. Employers should review this talk annually to ensure ongoing relevance and compliance with any legislative updates.
