Workplace Needs Assessment

Helping employers identify workplace barriers, reasonable adjustments, and practical solutions that support employee success.

What is a Workplace Needs Assessment?

A Workplace Needs Assessment helps employers understand what may be getting in the way of an employee performing at their best and what can be done to help.

The specialist vocational assessment looks at the employee's role, working environment, routines, and workplace experience to identify barriers and provide practical recommendations that support performance, wellbeing, and long-term success at work.

The assessment can be particularly valuable when an employee has a disability, health condition, neurodivergent diagnosis, or is experiencing challenges that are affecting their performance at work. The Workplace Needs Assessment provides employers with independent, expert advice to help inform decisions and workplace support and adjustments.

A Workplace Needs Assessment can be commissioned by employers, HR teams, occupational health providers, insurers, solicitors, case managers, and Access to Work providers.

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Who is a Workplace Needs Assessment for?

Employers

This assessment has been designed for employers looking to create a more inclusive workspace, those looking to be compliant with the Equality Act 2010, and those who are seeking independent specialist advice for an employee.

Employees

The WNA is recommended when an employee is struggling with aspects in their role, with concerns about concentration, organisation, productivity, or engagement. It is also suitable for employees requiring workplace adjustments.

What is Included in a Workplace Needs Assessment?

This assessment includes:

  • Compliance under the Equality Act 2010
  • Exploration of workplace environment and relationships
  • Analysis of workplace systems, expectations, and routines
  • Review of where barriers exist and who is best placed to address them
  • Whether solutions sit with the employee, the employer, or shared approach

However it does not include:

  • Recommendations regarding alternative roles

If you require the services that are not included, we recommend a Work Capacity Assessment.

The Outcomes of your Assessment

Upon completion of the Workplace Needs Assessment, the occupational therapist will have answered any key questions and concerns provided by the employer and employee. Both parties will be supported in working together to create a more productive and supportive work environments in a sustainable manner.

The assessment will help employers understand what is supporting success, what may be creating barriers, and where changes are most likely to improve outcomes. Clear recommendations will be provided to support informed decision-making, while helping employers to create a more inclusive and supportive workplace.

This assessment also provides employers with a clear record of the adjustments and support considered, helping to demonstrate compliance with the Equality Act 2010 and the latest UK employment legislation.

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What others says

  • It was really helpful to have a deeper understanding of neurological fatigue after my employee's stroke. The joint meetings we have had to help support them back to work have been extremely helpful. Employer
  • A long period of absence from work for whatever the reason is a big change, but specifically with neuro conditions, it takes that extra level of support. My therapist was exceptional! My neuro condition and journey back into work was an overwhelming one and without your support, I truly believe I would not have been as successful. Beneficiary
  • Thank you for your continued support and guidance in developing a long-term phased return to work plan for my employee. We appreciate your dedication and expertise in supporting the transition back to work in a way that prioritizes her well-being. Employer
  • If it wasn't for your hard work and patience I would not have had the courage and ability to start a new job. Thanks for everything, it's been a joy to know you. Beneficiary
  • Thank you for all the support provided throughout it has been a great help in supporting our member of staff back into his employment seamlessly. Employer

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