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Referral Letter For Employee for the United Kingdom

Referral Letter For Employee Template for England and Wales

A Referral Letter For Employee is a formal document used in England and Wales to refer an employee to occupational health services or medical professionals for assessment. The document follows UK employment law requirements and data protection regulations, providing detailed information about an employee's situation, the reason for referral, and specific questions requiring medical opinion. It serves as a crucial communication tool between employers and health professionals while maintaining confidentiality and compliance with relevant legislation.

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What is a Referral Letter For Employee?

The Referral Letter For Employee is a vital document in UK employment practice, particularly in England and Wales, used when employers need professional medical input regarding an employee's health in relation to their work. This document is typically initiated when there are concerns about an employee's health affecting their work, during long-term absence, or when workplace adjustments may be needed. The letter must comply with various UK regulations, including the Access to Medical Reports Act 1988 and Data Protection Act 2018, ensuring proper handling of sensitive medical information while facilitating necessary medical assessment and support for the employee.

What sections should be included in a Referral Letter For Employee?

1. Letter Header: Company letterhead, date, reference number, and addressee details

2. Employee Information: Employee name, position, department, and employment details

3. Reason for Referral: Clear explanation of why the employee is being referred

4. Current Situation: Description of current circumstances and relevant background

5. Specific Questions: Questions requiring medical opinion or assessment

What sections are optional to include in a Referral Letter For Employee?

1. Previous Actions Taken: Details of prior interventions or support provided, used when there's relevant history

2. Work Adjustments: Current or proposed workplace adjustments, included when modifications are being considered

3. Return to Work Planning: Include when employee is currently absent and return planning is needed

What schedules should be included in a Referral Letter For Employee?

1. Job Description: Details of employee's role and responsibilities

2. Absence Record: If relevant to the referral reason

3. Previous Medical Reports: If available and relevant to current situation

4. Risk Assessments: Where health and safety considerations are relevant

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

England and Wales

Publisher

Ƶ

Document Type

Service Letter

Cost

Free to use
Relevant legal definitions




















Clauses




















Industries

Employment Rights Act 1996: Core employment legislation that ensures protection of employee rights, requirements for fair treatment, and procedural fairness in employment matters

Equality Act 2010: Legislation governing prevention of discrimination, protection of characteristics, and requirements for reasonable adjustments in the workplace

Data Protection Act 2018 and UK GDPR: Laws governing the handling of personal data, medical information confidentiality, and data privacy requirements in employment context

Access to Medical Reports Act 1988: Legislation covering requirements for obtaining medical reports, employee consent procedures, and rights of employees to view medical reports

Health and Safety at Work Act 1974: Law establishing duty of care obligations, workplace safety considerations, and requirements for risk assessment

Human Rights Act 1998: Legislation protecting fundamental rights including right to privacy, fair treatment, and dignity at work

Company Policies and Procedures: Internal organizational guidelines and protocols that must be considered alongside statutory requirements

Occupational Health Protocols: Specific procedures and requirements related to occupational health referrals and assessments

Medical Confidentiality Requirements: Professional standards and obligations regarding the handling of medical information and maintaining confidentiality

ACAS Guidelines: Best practice guidelines from the Advisory, Conciliation and Arbitration Service for handling employment matters

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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