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Pre-Employment Medical Form

The pre-employment medical form is the full examination record used by the company's doctor or empanelled clinic before a selected candidate joins. It combines a self-declared health questionnaire, physical examination, job-specific tests and the doctor's fitness opinion, and becomes the baseline for later periodic exams.

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Preview of the form

[Highlighted] = fill in
[Company Logo][Company Name]

PRE-EMPLOYMENT MEDICAL EXAMINATION FORM

Form No.:
[Reference Number]
Date:
[DD/MM/YYYY]
Clinic / Doctor:
[Clinic Name]

Part 1 – Candidate Details (to be filled by HR)

Candidate Name
Date of Birth
Gender
Designation Offered
Department
Work Location
Expected Date of Joining
Job exposures (noise / dust / chemicals / heat / height / driving / night shift / food handling)

Part 2 – Health Questionnaire (to be filled by Candidate)

QuestionYes / NoDetails
Any ongoing medical condition relevant to the job?[Details]
Any surgery or hospitalisation in the last [Number] years?[Details]
Regular medicines currently taken?[Details]
Any hearing, vision or breathing difficulty?[Details]
Any back, joint or mobility issue?[Details]
Any allergy (medicines, dust, chemicals)?[Details]
Any workplace adjustment you would like us to consider?[Details]

Part 3 – Clinical Examination (Doctor)

Height (cm) / Weight (kg) / BMI
Blood Pressure
Pulse
Vision – distant / near (with / without glasses)
Colour vision
Hearing (clinical)
Respiratory system
Cardiovascular system
Musculoskeletal system
Skin

Part 4 – Job-Specific Tests

TestRequired for RoleResultRemarks
Audiometry[Yes / No][Result][Remarks]
Spirometry (lung function)[Yes / No][Result][Remarks]
Chest X-ray[Yes / No][Result][Remarks]
Blood tests (CBC / sugar)[Yes / No][Result][Remarks]
Stool / sputum (food handlers)[Yes / No][Result][Remarks]

Part 5 – Doctor's Opinion

  • Fit for the job offered
  • Fit with restrictions / adjustments: [Details]
  • Temporarily unfit – re-examine on [DD/MM/YYYY]
  • Unfit for the job offered (reasons explained to candidate)

Consent and Declaration

I declare that the information I have provided is true and complete to the best of my knowledge. I consent to this examination and to the doctor sharing only the fitness opinion and any work restrictions with [Company Name]. I understand detailed results will remain confidential.

Candidate
[Candidate Name]
Date: [Date]
Examining Doctor
Dr. [Doctor Name]
Reg. No. [Registration Number]
Seal and Signature

What this template includes

  • Candidate consent to examination and limited sharing of results
  • Health questionnaire covering relevant history
  • Vitals, vision and hearing tests
  • Job-specific test table (spirometry, audiometry, colour vision, blood tests)
  • Doctor's fitness opinion with restrictions
  • Baseline note for future surveillance

When to use it

  • After selection and before joining, as mentioned in the offer letter
  • For roles exposed to noise, dust, chemicals, heat or heights
  • For drivers, forklift operators and crane operators
  • To create a health baseline for later periodic medical exams

How to customise this template

  1. 1Select tests by job role; avoid testing everyone for everything
  2. 2Get your doctor to approve the questionnaire
  3. 3Remove questions not relevant to the job to respect privacy
  4. 4Send the form to the empanelled clinic with the candidate
  5. 5File the completed form in the confidential medical file, not the HR file

HR tips

  • Schedule the exam after the offer, not as an early screening tool
  • Explain to candidates why each test is needed
  • Look for reasonable adjustments before declaring a candidate unfit
  • Do not ask about pregnancy or unrelated conditions

Pre-employment medical requirements and permitted tests depend on the OSH Code, 2020 rules, your industry and anti-discrimination laws such as the Rights of Persons with Disabilities Act, 2016; review with your medical officer and legal adviser.

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Frequently asked questions

What tests are done in a pre-employment medical?+

Usually general examination, vitals, vision and basic blood and urine tests, plus job-specific tests such as audiometry for noisy areas or spirometry for dusty processes.

Can an employer withdraw an offer based on the medical?+

Only where the condition genuinely prevents the person from doing the job safely even with reasonable adjustments. Take medical and legal advice before withdrawing an offer.

Who pays for the pre-employment medical?+

Many employers pay or reimburse the cost. State the arrangement in the offer letter.