# Annual occupational-health action-plan preparation

StartHealth · Template version 2026-10-27

Gather work changes, an existing workplace-assessment reference and employer priorities for joint planning. Preparation aid only, not a legally sufficient action plan or a medical assessment.

Blank company-process preparation template, not an individual employee case form. Do not enter names, diagnoses, medication, absence history or identifiable case details. Use the employer’s approved secure process for real employee cases. This template does not store or submit information. Editorial process aid, not individual medical or legal advice; medical review pending.

## Inputs and assessment reference

- Company / unit: ____________________
- Company version and preparation date: ____________________
- Preparation owner ROLE: ____________________
- Planning period under discussion: ____________________
- Existing workplace-assessment document reference and date: ____________________
- Confirming assessment currency with occupational health: ____________________

## Work changes and priorities

- Changes in tasks: ____________________
- Changes in workplaces and remote work: ____________________
- Changes in hours and work arrangements: ____________________
- Status of previously agreed company-level actions: ____________________
- Employer priorities for the next planning discussion: ____________________
- Employee participation method without individual health data: ____________________

## Joint discussion and follow-up

- Discussing proposals with occupational health: ____________________
- Procedure for preparing and approving the actual action plan: ____________________
- Confirming validity before the planning period ends: ____________________
- Annual review date to agree: ____________________
- Channel for significant work changes: ____________________
- Preparation status: proposed / under discussion / follow-up agreed: ____________________

## Action / agenda preparation

| Company-level observation / change | Proposed action | Responsible role | Review checkpoint | Confirm with occupational health |
| --- | --- | --- | --- | --- |
| ____ | ____ | ____ | ____ | ____ |
| ____ | ____ | ____ | ____ | ____ |
| ____ | ____ | ____ | ____ | ____ |

## Fictitious example

A fictitious 15-person software team brings delivery pressure and interruptions to the discussion. The employer proposes a prioritisation practice and responsible role. Occupational health separately assesses health significance and the actual plan; completing preparation is not approval.

### Does this replace the statutory action plan?

No. It prepares inputs and proposals, not a legally sufficient plan or medical assessment.

### What belongs in the assessment reference?

The existing employer workplace-assessment document reference and date, not employee patient records.

### Can preparation repair a missing plan for a closed accounting period?

No. Kela requires a plan valid during the accounting period; it cannot be backdated for a closed period.

## Source and scope

Original editorial template, not a reproduction of a TTL form. Source checked 2026-10-27.

- TTL: https://www.ttl.fi/teemat/tyoterveyshuolto/toiminnan-suunnittelu
- StartHealth: https://starthealth.fi/en/guides/occupational-health-action-plan-finland