Preliminary research and OHS training

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Preliminary research and OHS training

🔹 Introduction

 
Employing a worker involves the obligation to ensure safe working conditions. Before admitting an employee to work, the employer must fulfill two basic requirements: refer the employee for preliminary medical examinations and provide initial health and safety training. These are obligations arising directly from the Labor Code. 
 

🔸 1. Preliminary Medical Examinations

✅ Legal Basis:

  • Article 229 § 1–4 of the Labor Code

🧾 Who does it concern?

Preliminary medical examinations are mandatory for:

  • newly hired employees (first contract),
  • employees transferred to other positions, if the new position involves different harmful or burdensome factors,
  • individuals employed under civil law agreements, if the work is performed in harmful conditions (based on separate health and safety and social insurance regulations).

❌ Exemption from Preliminary Examinations (since 2019):

Examinations are not required if:

  • the employee was employed by the same employer within the last 30 days,
  • they have a valid medical certificate from the same group of positions and the working conditions have not changed.

📄 Documents:

  • Referral for examination – issued by the employer,
  • Medical certificate – issued by an occupational health physician.

🚫 No examinations = no admission to work:

The employee cannot be admitted to work without valid examinations. Violation of the regulations may result in a fine ranging from 1,000 PLN to 30,000 PLN (Article 283 of the Labor Code).
 

🔸 2. Health and Safety Training

✅ Legal Basis:

  • Article 237³ of the Labor Code
  • Regulation of the Minister of Economy and Labor from 2004 on training in the field of health and safety

🧑‍🏫 Types of Training:

  1. Initial training (general and job-specific instruction):
    • Mandatory before admission to work.
    • Applies to all employees, including trainees and interns.
    • Consists of two parts:
      • General – health and safety rules in the workplace,
      • Job-specific – rules for a specific position.
  2. Periodic training:
    • Takes place at specified intervals (e.g., every 1, 3, 5, or 6 years – depending on the position).
    • Applies to individuals employed in managerial, engineering, administrative, and labor positions.

📄 Documentation:

  • Confirmation of completed training in personal files (part B).
  • The trainer must have qualifications to conduct health and safety training.

 

🛡️ Sanctions for Non-Compliance

  • Fine up to 30,000 PLN (Article 283 §1 of the Labor Code)
  • Possibility of compensation in case of an accident at work if the employee was not trained or examined
  • Criminal or civil liability in case of serious violations of health and safety regulations


📚 Legal Basis 

  • Labor Code, Article 229 and Article 237³
  • Regulation on Health and Safety (Journal of Laws 2004 No. 180 item 1860)
  • Regulation on Medical Examinations (Journal of Laws 2016 item 2067)