Occupational healthcare setup checklist — first employee and teams of 5–50
Employer preparation worksheet, not a completed workplace assessment or approved action plan. Record company work and responsibilities, not employee health information. Example: “15-person software team, Helsinki office and remote work in Finland”.
Needs and budget
Agreement and switching
Assessment and action plan
Employee instructions and follow-up
Gross prices before Kela. 12 × monthly is recurring cost, not the full first year. Usage quantities must be clearly labelled company assumptions. Do not treat unknown items as zero or deduct a flat Kela percentage from the whole price. An offer does not guarantee Kela approval.
Entered worksheet information stays on this page and is not submitted. The download is a blank worksheet; save completed fields as PDF through the print dialog. Agree the actual plan with a professional.
Sources and next step
Official sources checked 26 October 2026. This editorial preparation aid awaits clinical review.
Company-process templates
Blank preparation templates for shared company practices, not individual employee case forms.
Occupational-health contract review worksheet
Prepare the procurement decision by recording coverage, exclusions, charges and written provider responses. This is not a legally complete contract or a medical assessment.
Annual occupational-health action-plan preparation
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.
Workplace assessment preparation worksheet
Before the workplace assessment, gather a description of tasks, working locations, working hours and known workload factors. Use this worksheet to agree participation, delivery of background material and follow-up. It helps you prepare; the occupational health professional performs the actual assessment.
Work ability meeting preparation checklist
A three-party discussion between the employee, employer and occupational health looks for practical work arrangements and agrees follow-up. It is not a diagnosis or a dismissal decision. This checklist prepares the company’s meeting protocol, not a named employee’s case.
Early support policy template
Agree a shared company process for requesting support, discussing how work is going and following up agreed work arrangements. Adapt the blank template with employees and occupational health. This is a policy, not an individual conversation record.