2027 Safety & Health & EAP Budget Preparation Materials | Summary Table of This Year's Performance, Remaining Work, and Next Year's Costs

📥 Download 2027 Budget Preparation Data Excel

📂 I have divided the materials for the approver to check into six sheets.

This file is not a legal submission form or an estimate. It does not automatically determine training hours, screening subjects, or legal obligations.

We help the company determine what support is needed and organize the data and cost calculations used for that determination in a consistent flow. The order of work verification for November is Year-end tasks to prepare in November You can view them together at.

🧾 For this year's performance, write both the numbers and the calculation criteria.

STEP 1. Start by writing down the confirmed numbers and periods for this year.

If you wrote down 500 target people and 30 users, the two numbers are Same period and same range Please verify. If you divide the number of employees as of the end of the year by the number of users from January to October, the way new hires and resignations are reflected may differ.

Please write the personnel criteria for the same period, or note what the denominator used is next to the source file. Number of users, number of counseling sessions, and total number of program participants Since they are different figures, they are not added as a single user.

After entering, check the usage rate and confirmation mark.

The Year Performance sheet displays the utilization rate only when both the target number and the number of users are entered.

• The denominator is empty or zero If so, leave the result blank.
• If the number of users exceeds the target number, a check mark will appear, so please double-check to ensure that you have not entered different units.
• For months that have not been tallied, do not include them in the period; simply leave the last verification date.

Please select only the performance results that explain next year's plan.

You do not need to include all achievements in your budget request. Please select materials that explain the rationale behind next year's plans.

If you intend to increase on-site guidance due to low staff participation, data on guidance and participation by work schedule is required. If you plan to extend consultation hours, reservation requests or waiting status by time slot serve as more direct evidence.

Instead of inflating low figures or swapping different indicators, explain which usage conditions you intend to change.

🛠️ We divide the remaining work between this year and next year's costs.

Instead of just listing broad items like "Safety Facility Improvement," list the tasks currently remaining, such as "Verification of Estimate for Workplace Handrail Replacement." Including the person in charge, the deadline, and the reason why the task is not yet finished helps distinguish whether the issue is due to a budget shortage or if you are awaiting a decision from another department or a response from the vendor.

Write the additional amount to be spent this year and the separate amount needed next year in a different column.

Make sure you don't add the cost twice next year.

The cost for next year written on the remaining tasks sheet It is not automatically added to next year's budget total. .

• This is to prevent the same improvement work from being recorded twice by listing it on both sides.
• Move only the items actually needed next year to next year's budget, and write down the related tasks and justifications there.
• If measures are required to reduce risk immediately, the on-site safety and health manager's judgment on the action is necessary separately from the budget request schedule.

🧮 For next year's budget, please check quantity, unit price, and VAT separately.

Enter one purchase or contract item per row of next year's budget. Even for the same contract, if the unit price and quantity differ for consultation, diagnosis, or training, you may list them separately.

First, select units such as “times,” “persons,” “days,” and “months.” Quantity and Unit Price Please enter the following. For the item to enter the annual contract amount, you can use the method of writing the unit as 'contract' and setting the quantity to 1.

It is important not to recalculate differently from the calculation method in the actual estimate.

Please check the quotation and enter the VAT.

The supply price is Quantity × Unit Price It is calculated as.

• VAT does not forcibly apply the same tax rate to all services. Tax amount stated on the estimate I made it so that you input it directly.
• It is tax-exempt, etc., that is free of VAT 0 if confirmed Enter .
• If you haven't checked yet blank Set it to and leave the confirmation status as expected or unconfirmed.
• Please check the total amount and the confirmation message together so that the payment amount does not appear to be finalized without VAT.

Please check for duplicate amounts and additional usage conditions.

After entering the amounts, check to ensure that the same items are not duplicated across multiple rows, and that the same quote is not entered simultaneously into this year's remaining costs and next year's costs. If it is a contract with additional costs based on usage Basic deposit and additional usage conditions Please explain by breaking it down.

We do not arbitrarily add additional session unit prices that are not included in the contract or quotation.

📑 We send the summary for the report and supporting files together.

The summary for reporting is Confirmed quote amount, estimated amount, unconfirmed items Divide and display. If you report only the total while hiding unverified costs, it is difficult to explain the reason if the amount changes after approval.

In the body of the text, separate the scope you seek approval for from the additional items to verify, and note when any unverified items will be reported again.

supporting files and Viewing rights Please check this as well.

In the supporting documents sheet, list the actual files used, such as this year's summary reports, training completion status, inspection results, and improvement plans, in addition to quotations.

• If you include the file name, the content to be checked in the file, the location, and the person in charge, it is easier for the approver to find the data.
• Just because there is a link does not mean it can be opened, so before submitting Viewing rights Please check that as well.
• If the materials are sent outside the company, we separately review whether employee names, diagnoses, or consultation details are included.

Please do not attach personal counseling or health materials.

Health information is sensitive information under Article 23 of the Personal Information Protection Act, and EAP requires the guarantee of anonymity pursuant to Article 83, Paragraph 2 of the Framework Act on Workers' Welfare. In order to explain the necessity of the budget, counseling logs or Individual test results Do not attach.

We first assess whether the results can be explained solely by the aggregated data, and for data where the number of participants is small enough to allow for individual identification, we review methods to either aggregate the data or exclude the relevant categories.

❓ FAQ

Q1. How should I write this if the tally for this year is not yet finished?

Please indicate the period as performance up to the month verified. If you are estimating the remaining period, do not mix actual and estimated values ​​in the same cell; instead, write down the conditions used for the estimate separately.

Q2. I don't have a quotation. Do I need to submit the budget first?

If you are required to submit a provisional budget due to company schedules, please indicate "Estimate" and specify the basis for calculation and the scheduled date for estimate verification. The estimated amounts in this file do not represent the actual contract amount or market standard unit prices.

Q3. Can I add the number of EAP users and counseling sessions?

No. Users refers to the number of people, and sessions refer to the number of counseling sessions.

Since one person can use it multiple times, each instance is marked, and the company's criteria for removing duplicates and the aggregation period are also recorded.

Recommended Posts

Order of checking Education, Health, Safety, and EAP tasks in November →

Information item table separating health consultation logs and management reports →

Source and Verification Criteria