[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-242965-105":53,"doc-detail-242965-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","how-to-create-a-pre-placement-referral-step-by-step-guide","How to Create a Pre-Placement Referral - Step by Step Guide","","A pre-placement referral supports onboarding of new recruits or redeployment of existing employees when occupational health assessment is required to confirm fitness for the role. The guide explains how to create and submit a referral through myOHportal, including selecting the correct service and screening options, entering candidate and employee details, confirming mandatory fields, and capturing availability. It also covers adding additional managers, selecting relevant hazards, attaching documents, setting special instructions, reviewing the summary, creating the referral, and confirming successful logging.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/how-to-create-a-pre-placement-referral-step-by-step-guide/242965/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/how-to-create-a-pre-placement-referral-step-by-step-guide/242965.png","ImageObject",442,249,{"name":88,"@type":89},"Oliver Hayes","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-19","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":79},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is a pre-placement referral used for?","Question",{"text":108,"@type":109},"It is recommended for new recruits or to support redeployment of an existing employee where occupational health is required to assess fitness for the role and advise on adjustments.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Where do you start creating a referral and what is the first selection to make?",{"text":113,"@type":109},"Log onto myOHportal and select “Make a Referral”. Then choose the service line “Pre-Placement” and submit.",{"name":115,"@type":106,"acceptedAnswer":116},"What happens after you review the referral summary and create the referral?",{"text":117,"@type":109},"The system shows a summary for review, then prompts you to confirm logging the referral. After selecting “Yes”, it confirms the referral is successfully logged and you can proceed.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},242965,1790452987,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":79,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":47,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":73},687207020761,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","How to Create a Pre-Placement Referral  \nDescription  \nPre-placement referrals are recommended for new recruits or to supports the redeployment of an existing employee where occupational health is required to assess an employee’s fitness to undertake the duties of their role including advice in relation to adjustments required.  \nStep by Step Guide  \n\n| Step 1 | To create a referral log onto myOHportal, select ‘Make a Referral’.\u003Cbr>|\n| --- | --- |\n| Step 2 | Select the service line ‘Pre-Placement’. Select ‘Submit’.\u003Cbr>|\n| Step 3 | Select the service ‘General Pre-Placement Screening’. Select ‘Next’. |\n\n\n|  | |\n| --- | --- |\n| Step 4 | If the candidate has NOT been referred before on myOHportal the user can select\u003Cbr>\u003Cbr>\u003Cbr>‘Next’.\u003Cbr>|\n| Step 5 | If the candidate has been referred previously and the user selected the candidate, their details will appear. The referring manager will need to add the candidate’s‘Business Unit’, select ‘Contact Via SMS and Contact Via Email’ options and Check and Update ‘Employee’s Details’. |\n| Step 6 | Input the employee details within this page.\u003Cbr>All asterisk fields are mandatory. Once completed select ‘Next’.\u003Cbr>If the user selects ‘Next’, and the page does not progress this is due to a mandatory field that has not been completed. Scroll up the page and a  symbol will appear next to the uncompleted section of the form. |\n\n\n|  | |\n| --- | --- |\n| Step 7 | The next page indicates employee availability. Add candidate’s availability orunavailability if known and select ‘Next’. If not known leave blank and select ‘Next’.\u003Cbr>|\n| Step 8 | If required, select ‘Yes ’ to add an additional manager to the referral.\u003Cbr>It is important to note the additional manager must have a myOHportal account before they can be searched and selected.\u003Cbr>|\n| Step 9 | Select any relevant hazards for candidates prospective role. |\n\n\n|  | |\n| --- | --- |\n| Step 10 | If required, upload any relevant documents e.g. , a job description.\u003Cbr>|\n| Step 11 | \u003Cbr>Select any ‘Special Instruction(s)’ if applicable.\u003Cbr>|\n| Step 12 | Select ‘I agree’ to confirm the employee has been informed of the requirement for new starter health referral.\u003Cbr>Select ‘Next’.\u003Cbr>If the user selects ‘Next’and the page does not progress this is due to a mandatory field that has not been completed. Scroll up the page and a symbol will appear next to the uncompleted section of the form. |\n\n\n|  | |\n| --- | --- |\n| Step 14 | A summary will then appear, review the details , and select ‘Create Referral’. If any details are incorrect the back button can be selected throughout the referral pages to amend the error.\u003Cbr>|\n| Step 15 | The system will then ask the user ‘Are you sure that you want to log a referral’ Select‘Yes’.\u003Cbr>The system will then inform the user that the referral is successfully logged. Select‘Proceed’.\u003Cbr>|\n\nIf you have any questions, please do not hesitate to contact your customer helpdesk.  \nEmail – [newham@optimahealth.co.uk](newham@optimahealth.co.uk)  \nTelephone – 0300 008 5130","cbCaieoW6timm9Nc","https://ap.wps.com/l/cbCaieoW6timm9Nc","pdf",429732,"English","# Step by Step Guide\n## Creating the referral in myOHportal\n## Completing and submitting required information\n## Review, confirmation, and next steps","[{\"question\":\"What is a pre-placement referral used for?\",\"answer\":\"It is recommended for new recruits or to support redeployment of an existing employee where occupational health is required to assess fitness for the role and advise on adjustments.\"},{\"question\":\"Where do you start creating a referral and what is the first selection to make?\",\"answer\":\"Log onto myOHportal and select “Make a Referral”. Then choose the service line “Pre-Placement” and submit.\"},{\"question\":\"What happens after you review the referral summary and create the referral?\",\"answer\":\"The system shows a summary for review, then prompts you to confirm logging the referral. After selecting “Yes”, it confirms the referral is successfully logged and you can proceed.\"}]","How to Create a Pre-Placement Referral - Step by Step Guide | PDF",1789197754]