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Occupational health & welfare

Workplace social worker (organisation tools)

You support employees with social difficulties confidentially: needs agreed with the person, follow-up plans, referrals with consent, and only aggregated reporting to the company.

Open in the task finder
Occupational doctor (organisation tools)Occupational health nurse (organisation tools)

Routine

Daily

  • Confidential case notes

Weekly

  • Welfare follow-up plans

Monthly+

  • Anonymous wellbeing pulse (aggregated)

Your kit, task by task

  • Welfare follow-up planMonthly · Template
    LiveOpen
  • EAP communicationAnnual · Template
    LiveOpen
  • Anonymous wellbeing pulseAnnual · Template
    LiveOpen
  • Confidential case noteWhen it happens · Template
    LiveOpen
  • Social needs assessmentWhen it happens · Template
    LiveOpen
  • Home visit reportWhen it happens · Template
    LiveOpen
  • External referral letterWhen it happens · Template
    LiveOpen

KPIs you are measured on

Top pains and how to handle them

Managers want to know who is in difficulty

Report only aggregated themes for groups of five or more; individual cases stay confidential unless the person consents.

Personal data spread across spreadsheets and email

Keep one controlled file per person; these tools keep data in your browser only and print, they do not upload.