Health Checkup Register

About this template

When to use it

An employer’s register of occupational health checkups — who was due, which type they had, what the clinic’s grade was, and what you did about it. Three sheets — Dashboard, Input data, Usage guide — and only Input data is typed into. It is built for the Korean general, special and pre-placement examination types.

What the dashboard holds

Key metrics in B7:E7 — rows entered, Checkup cost total, Checkup cost average, Checkup cost max — read column I of Input data. Summary by checkup type in B12:F16 groups the same column by the type in column E. The People screened per year table (B20:C23) is typed in by hand.

Filling order

1. Rows 2–21 of Input data take No., Name, Date of birth, Affiliation, Checkup type, Checkup date, Assessment grade, Follow-up action, Checkup cost, Retention until (destroy by) (A–J). Eight sample rows ship across five teams.
2. The type labels on the Dashboard are Special (noise), Special (dust), General (office), General (on-site), Pre-placement (B12:B16), in the order they first appear in the data, and the formulas match them exactly.
3. Record the clinic’s grade in column G — the sample uses Normal A, Normal B, Monitor C1 and Findings D1 — and what you did in column H.
4. Column I takes plain numbers (note 2); the shipped costs are per person in KRW.
5. Replace the four yearly headcounts (2023–2026: 118 · 126 · 141 · 152) with your own.

Why the retention column is there, and what stays out

Health data is the most sensitive thing a personnel file can carry, so this register is deliberately thin. It records only the assessment grade and the follow-up action (note 6): test values, readings and diagnoses stay on the clinic’s own result sheet and are not copied across, because the employer needs to know that someone is on Monitor C1 and owes a six-month recheck, not what their blood work said. There is also no resident registration number field (note 7) — identify people by employee number, or by name and date of birth, and if you use employee numbers you can delete the Name column outright. Column J then carries the date the record is destroyed. Note 8 is explicit that the retention period differs by type of checkup, so set it against your internal rules and the relevant Korean law rather than copying a neighboring row; once the date has passed, destroy the record and delete the row. The sample puts five years from the checkup date on every row, and that is a placeholder rather than a rule — a special examination and a general one are not kept for the same length of time, which is exactly why the date sits on each row instead of in a single note at the top.

How the formulas calculate

• =COUNT(‘Input data’!$I$2:$I$21) counts rows with a cost figure.
• The type block is =COUNTIF(‘Input data’!$E$2:$E$21,$B12), =SUMIF(‘Input data’!$E$2:$E$21,$B12,’Input data’!$I$2:$I$21) and the matching AVERAGEIF, with a share of =IFERROR(C12/COUNT(‘Input data’!$I$2:$I$21),0).
• Under the yearly table, =SUM(C20:C23) and =AVERAGE(C20:C23) — 537 and 134.25 as shipped.
• Nothing counts the grades or watches the dates. Add =COUNTIF(‘Input data’!$G$2:$G$21,”Monitor C1″) for the follow-up caseload, and =IF(AND(J2<>””,DATEVALUE(J2)<=TODAY()),”Destroy”,””) in a spare column — the dates ship as ISO text, hence DATEVALUE — so retention dates surface before an audit does.
• The ranges stop at row 21; widen $E$21 and $I$21 for a workforce larger than twenty.

Examples

• Row 2 — 1 · Kim ○○ · 1985-04-12 · Production Team 1 · Special (noise) · 2026-03-11 · Monitor C1 · Follow-up test in 6 months · replace protective equipment · 148,000 · destroy by 2031-03-11.
• The eight shipped checkups cost 938,000 in total, so the average reads 117,250 and the max 152,000.
• Special (noise) holds two rows at 148,000 each; the two office checkups cost 82,000 each, which is where the type summary earns its place.
• Two rows read N/A in Follow-up action, and both are Normal grades — the column is never left blank.

Common mistakes

• Writing a type as “Special” or “Noise”, which counts in no summary row.
• Copying the clinic’s numeric results or a diagnosis into Follow-up action.
• Adding a resident registration number column so the clinic’s file can be matched more easily.
• Giving every row the same retention date regardless of checkup type.