Occupational Health Referral without Manual Form Filling

The confirmed workflow covers pre-employment examinations. Once employment terms have been approved, AMODIT prepares the referral and starts the health and safety task. Before the employment contract stage, the case is expected to contain the signed referral, the scheduled examination date, a scan of the medical certificate and the recorded result.

A six-step referral workflow

1. Approved employment terms start the next stage

The recruiter verifies candidate data and completes details such as the job, organizational unit and planned employment date. Approval starts the referral and the health and safety verification task. The organizational unit identifies the health and safety coordinator configured for that unit.

2. AMODIT prepares the referral from case data

AMODIT fills the referral with candidate details, address and job information already collected in the case. It also includes factors assigned to the position. The source gives work at a display screen for more than four hours as one example.

If driving a company vehicle was selected in the employment terms, that information is added to the referral. The workflow therefore reuses existing case data instead of requiring a separate manual form.

3. The health and safety coordinator reviews and signs

The health and safety coordinator verifies the qualifications required for the position. Where an additional document is required, the candidate can receive a task to provide it. The documented process also includes a separate stage and another check after a negative qualification-verification outcome.

After review, the coordinator signs and attaches the referral. AMODIT prepares the document and routes the task; the person remains responsible for verification and signature.

4. The candidate schedules the appointment

After signature, AMODIT emails the candidate a link to the referral and instructions for arranging the appointment. The medical appointment takes place outside AMODIT and is booked by the candidate with the occupational health provider.

The candidate records the scheduled date in the case. The confirmed workflow requires this date before it can continue, and AMODIT sends a reminder on the examination date.

5. The candidate uploads the medical certificate

After the appointment, the candidate uploads a scan of the certificate, which can be captured with a phone. AMODIT creates this task after the date has been entered and does not route the case to HR without the scan.

This is a completeness control. The system does not make a medical decision or determine fitness for work.

6. HR verifies and records the result

The HR coordinator reviews the uploaded certificate and records the result in the case. The documented fields cover:

• fitness for work,
• the certificate expiry date,
• computer work exceeding four hours,
• glasses for display screen work when recommended by the physician,
• driving a company vehicle in line with the referral,
• notes and additional medical recommendations.

The expiry date is available from the start of employment and can support planning for periodic examinations.

Automation and human responsibility remain distinct

AMODIT automates the reuse of case data, inclusion of configured job factors, task routing, messages, the examination-date reminder and checks for the date and certificate scan.

People remain responsible for the substantive steps. The recruiter approves employment terms, the health and safety coordinator verifies requirements and signs the referral, the candidate arranges the appointment and supplies the certificate, and HR verifies the document and records its result.

The confirmed sources describe rules-based workflow automation for this stage. They do not assign an AI role to referral preparation or medical-result handling. In other AMODIT use cases where AI is configured, AI provides a recommendation or prepared output and a person reviews and approves it. AMODIT uses existing configured models rather than training a model for this workflow.

What is confirmed for periodic examinations?

The detailed sequence above applies to a pre-employment examination. For periodic examinations, the sources confirm that the certificate expiry date can be used for planning and that the electronic personnel file supports monitoring of medical examinations, health and safety requirements and qualifications with notifications.

The materials do not describe a complete periodic-examination workflow, its roles or whether it reuses every step of the pre-employment sequence. The article therefore does not present both processes as identical.

Employee data requires an implementation-specific design

This workflow handles candidate or employee data, job information and a health-related document. The product materials establish the roles, tasks and access to a case within assigned permissions. They are not a legal or data-protection assessment for a specific organization.

The sources do not define a legal basis for processing, retention periods, encryption, a complete access matrix or handling rules for every certificate type. The organization needs to establish these elements for its implementation with HR, health and safety, legal, data protection and IT stakeholders.

Explore the wider AMODIT HR process area and the employee portal.

Frequently asked questions

Does this workflow cover both pre-employment and periodic examinations?

The complete workflow covers a pre-employment examination. For periodic examinations, the sources confirm expiry-date planning and monitoring with notifications, but they do not document the entire sequence.

Who signs the referral?

In the described process, the health and safety coordinator signs the referral after verifying the requirements for the position. AMODIT prepares the document from case data and routes the task.

Where do workplace factors come from?

AMODIT includes factors assigned to the position in the configured process. Confirmed examples are display screen work exceeding four hours and driving a company vehicle when selected in the employment terms.

Can the workflow continue without the medical certificate?

The documented workflow does not route the case to HR without a scan. Once it is uploaded, HR verifies the document and records the result.

Does AMODIT decide whether the candidate is fit for work?

The result comes from the medical certificate. The candidate supplies the document, and HR verifies it and records the result in the case.

Does this referral workflow use AI?

The source materials describe rules-based automation and do not confirm an AI role in this stage. Human verification remains essential for the health and safety review, the physician's certificate and the HR record.