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Ergonomic workstation assessment checklist template

Ergonomic workstation assessment checklist template

Systematically evaluate workstation setup to prevent musculoskeletal disorders and improve employee comfort through comprehensive assessment of chair positioning, monitor height, keyboard placement, and environmental factors.

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The Lumiform application helps frontline teams uphold internal standards effortlessly.
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  • Assign and track corrective actions
  • Get reports and analyse your data
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Ergonomic workstation assessment checklist template

Systematically evaluate workstation setup to prevent musculoskeletal disorders and improve employee comfort through comprehensive assessment of chair positioning, monitor height, keyboard placement, and environmental factors.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

This ergonomic workstation assessment checklist provides a comprehensive framework for evaluating office setups to prevent musculoskeletal disorders. You’ll assess critical factors like monitor height, keyboard positioning, chair adjustments, and workspace organization using clear criteria and actionable recommendations.

Musculoskeletal disorders cost businesses an average of $32,000 per claim when considering both direct and indirect expenses. When employees complain of neck strain or wrist pain, this checklist gives you an immediate, structured response to identify the root cause and implement appropriate adjustments, turning potential injury situations into opportunities for workplace improvement while maintaining detailed documentation of your ergonomic efforts.

Related categories

  • Health and safety management templates
  • General templates
  • Workplace safety templates
Preview of the template
Page 1
General Workstation Setup
Is the desk height adjustable?
Is the chair height adjustable?
Are the desk and chair at the right height for the user?
Is the desk large enough to accommodate all necessary equipment?
Is the desk surface free of clutter?
Monitor Positioning
Is the monitor at eye level?
Is the monitor an appropriate distance from the user?
Is the monitor free of glare?
Is the text on the screen easy to read?
Keyboard and Mouse
Is the keyboard at the right height?
Is the keyboard close enough to the user?
Is the mouse at the right height?
Is the mouse close enough to the user?
Lighting and Breaks
Is the lighting in the work area adequate?
Are there regular breaks taken from computer work?

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

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Frequently asked questions

What should I do after identifying issues with the ergonomic workstation assessment checklist?

Document all findings in the checklist’s action plan section, prioritizing issues by severity. Implement immediate adjustments for quick fixes like monitor height or chair settings. For issues requiring equipment purchases, create a timeline with the employee. Schedule a follow-up assessment within two weeks to ensure changes are effective and comfortable for the employee.

How can I use this checklist for remote or hybrid workers?

For remote workers, convert the checklist to a digital format they can complete with photos of their setup. Schedule a video call to visually assess their workspace together. Focus on items they can adjust with existing furniture, then identify what equipment might be needed. Create a modified action plan that accounts for their home environment limitations.

How can I track improvements made after using the ergonomic workstation assessment checklist?

Use the checklist’s built-in tracking section to document baseline measurements, implemented changes, and follow-up assessments. Take “before and after” photos of workstation setups. Create a simple database to monitor assessment dates, identified issues, interventions, and resolution dates. This documentation proves valuable for demonstrating workplace safety compliance efforts.

How can I use the ergonomic workstation assessment checklist to demonstrate regulatory compliance?

The checklist helps demonstrate compliance with workplace safety regulations by documenting your systematic approach to identifying and mitigating ergonomic hazards. Complete assessments regularly, maintain thorough records of findings and interventions, and document employee training on proper ergonomic practices. This creates an evidence trail showing your organization’s commitment to maintaining a safe work environment.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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