Occupational Health and Performance Management

Occupational Health can provide an independent workplace view on how health affects work, meetings, targets and support. It can influence the process, although the department still makes the management decision.

Return to the Civil Service Performance Management Help hub to find guidance for every stage of the process.

When Occupational Health becomes relevant

Occupational Health may be relevant where physical or mental health affects performance, attendance, concentration, communication, deadlines, medication, meeting participation or the ability to work under pressure. It can also be useful when you are off sick, returning to work or asking for reasonable adjustments.

  • You are being criticised in an area affected by a health condition.
  • You need an independent assessment of fitness to participate in meetings.
  • You need adjustments to targets, duties, hours or communication.
  • Work pressure, bullying or the process itself is affecting health.
  • You are off sick or close to sickness absence.
  • You are returning to work and need a staged or supported return.
  • Management disputes the practical effect of your condition.
  • A formal decision is approaching without medical input.

What Occupational Health can and cannot do

Occupational Health can assess the workplace impact of a condition, comment on fitness for work or meetings, suggest support and recommend adjustments. Its advice is advisory. It may help management understand whether a target, deadline, meeting format or return-to-work arrangement needs to change.

Occupational Health does not normally decide whether a performance concern is proven, whether a warning should be issued or whether you should be dismissed. Management makes those decisions under the policy. An OH recommendation can still become important evidence if it is ignored or not addressed.

Occupational Health may help withOccupational Health does not normally decide
How health affects concentration, communication, attendance or output.Whether management evidence proves poor performance.
Fitness to attend a meeting or participate in a process.Whether a warning is justified under the policy.
Possible adjustments, support or a staged return.Who is responsible for a disputed work event.
Whether further medical information may be helpful.The final capability or dismissal outcome.

Members can unlock the Occupational Health action guide, including how to request a referral at the right point, prepare for the appointment, connect health effects to specific process changes, respond to weak or ignored recommendations and preserve the evidence for a warning or appeal challenge.

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