Summary
In short
- A workload review is a review used in KnowHealth that reviews whether workload, hours and staffing are sustainable for a team. It is built against ISO 45003 and forms part of the Fatigue and Shift Work programme.
- Run when concerns arise and periodically. Carried out by the manager with HR.
- The template holds 43 fields across 5 sections.
- Scoring is sustainability rating, where high is good.
- ISO 45003 is psychological health and safety at work. Guidance on managing psychosocial risk, covering workload, bullying, job control and support. Guidance rather than certifiable.
- It connects to the rest of the library: links Job, Worker.
What it is
What it is
What is a workload review?
A workload review is a review used in KnowHealth that reviews whether workload, hours and staffing are sustainable for a team. It is built against ISO 45003 and forms part of the Fatigue and Shift Work programme.
When is a workload review completed?
A workload review is completed at the review interval, and after any trigger event. Run when concerns arise and periodically.
When to use it
When to use it, and when not to
This review is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this review covers has occurred, or is about to
- A new record is needed; each one gets its own ID in the form WLR-2026-000
- You are running the Fatigue and Shift Work programme and this is one of its steps
- A linked record needs this one to exist: links job, worker
Not for
- Wellbeing Survey, which asks workers about workload, support, stress and how they are coping.
- Psychosocial Risk Assessment, which assesses workplace factors that affect mental health, including demand, control, support and change.
- Wellbeing Program Plan, which sets out what wellbeing support is available and how people access it.
- Anything outside KnowHealth, which belongs in the workspace that owns that process
Standards
What it is built against
ISO 45003Psychological health and safety at work
Guidance on managing psychosocial risk, covering workload, bullying, job control and support. Guidance rather than certifiable.
ISOInternational Organization for Standardization
A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
FAQ
Frequently asked questions
What is the workload review template based on?+
It is built against ISO 45003. ISO 45003 is psychological health and safety at work. Guidance on managing psychosocial risk, covering workload, bullying, job control and support. Guidance rather than certifiable. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
What sections does the workload review contain?+
There are 5 sections: header, hours and rest, staffing, effects observed, outcome. Together they hold 43 fields, 34 of which are required.
How often is a workload review raised?+
A new record is raised at the review interval, and after any trigger event. Each one is given an ID in the form WLR-2026-000, so it can be traced and referenced from other records.
Which programme does the workload review belong to?+
It is part of Fatigue and Shift Work, Wellbeing and Mental Health. Fatigue treated as a designed risk rather than an individual failing.
How is a workload review scored?+
Scoring is sustainability rating. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the workload review template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the workload review library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in KnowHealth — employee wellbeing. Exposure monitoring, health surveillance, case management and return to work.
Meet KnowHealth→Sources
Sources
- ISO 45003 — Psychological health and safety at work
- ISO — International Organization for Standardization