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 affecting an employee’s ability to perform at their best and what can be done to support them.

This specialist vocational assessment explores the employee’s role, working environment, routines and workplace experience to identify strengths and barriers. It provides practical recommendations to support work performance, wellbeing and sustainable success at work.

A Workplace Needs Assessment can be particularly valuable when an employee has a disability, health condition or neurodivergent diagnosis, or is experiencing challenges that are affecting their performance at work. It provides independent, expert advice to help employers make informed decisions about appropriate 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

Following the Workplace Needs Assessment, the occupational therapist will address the key questions and concerns raised by the employer and employee, helping both parties work together towards a productive, supportive and sustainable working environment.
 
The assessment identifies what is supporting success, what may be creating barriers, and where changes could improve work performance, wellbeing and participation. Clear, practical recommendations are provided to support informed decision-making and identify appropriate workplace support and adjustments.
 
The assessment also provides a clear record of the support and adjustments considered, helping employers demonstrate that they have taken a structured and informed approach to reasonable adjustments and their responsibilities under the Equality Act 2010. The Act places a duty on employers to make reasonable adjustments in relevant circumstances, with what is reasonable depending on the individual situation.

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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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