A sample Summ Base report

This is a worked example, not a real employer. It shows the results, the action plan, the submission pack and the risk assessment that Evidence produces from your own survey.

It is also what understanding your own people looks like: what is affecting their work, what they would change, what stopped them asking, and whether the support you already fund is known and used. Almost none of that reaches an employer on its own, because saying it at work carries a cost.

Every name, number and quote below was written to show the format. Nothing here describes a real organisation or a real person.

This is a worked example. Ashcombe Fabrication Group is a fictional organisation and every figure on this page was generated to show the format. Nothing here is real data.

Results

Two rounds, a year apart, from an anonymous survey of everyone at Ashcombe Fabrication Group. Nothing below is shown for a group smaller than 10 people.

Read the block on existing services first. It is the finding an employer cannot get from the supplier being assessed, and we take no commission from anyone we measure or signpost, so it costs us nothing to report.

19% of women who responded to a large survey knew about the support offered in their workplace. Research from 2022, cited on GOV.UK, Offer occupational health advice for employees experiencing menopause, 4 March 2026

502

responses

42%

response rate, 1195 invited

3.4 of 5

feel supported up from 2.6 in round 1

What would make the biggest difference

Ranked by how many of your own people asked. This ordering is the action plan.

  • Flexible start or finish times168 of 50233%
  • Temperature or ventilation control125 of 50225%
  • Changes to workload timing or shift patterns95 of 50219%
  • Nothing would change things86 of 50217%
  • Somewhere private to step away84 of 50217%
  • Easier access to toilets or rest areas72 of 50214%
  • Fans or cooling at workstations42 of 5028%
  • Uniform or dress code changes38 of 5028%
  • Something else16 of 5023%

What is affecting work

Counts rounded to the nearest 5, so no rare answer can point at a person.

  • Sleep and fatigue270 of 50254%
  • Concentration or memory250 of 50250%
  • Temperature or hot flushes195 of 50239%
  • Anxiety or low mood145 of 50229%
  • Physical discomfort or pain110 of 50222%
  • Confidence85 of 50217%
  • None of these80 of 50216%

Asking for adjustments

  • Have not asked272 of 50254%
  • Asked, and it happened172 of 50234%
  • Asked, and nothing changed58 of 50212%

What stopped people asking

Only people who said they had not asked saw this question.

  • Worried how it would be seen90 of 50218%
  • Did not want to explain why70 of 50214%
  • Did not think it would change anything57 of 50211%
  • Did not know who to ask40 of 5028%
  • Something else15 of 5023%

Support people have actually used

The question no provider will ask on your behalf. Counts rounded to the nearest 5.

  • Menopause policy and guidance105 of 50221%
  • I did not know we had any of this95 of 50219%
  • Employee assistance programme80 of 50216%
  • Occupational health referral70 of 50214%
  • Mental health first aiders40 of 5028%

Who the round represents

Response rate and coverage by work area, so you can show who the evidence represents. An area only appears once it has 10 or more responses and a headcount of 10 or more.

Work areaResponsesResponse rateShare of headcountShare of responsesRepresentationNot yet responded
Manufacturing and assembly213 of 46246%39%42%In line249
Field operations118 of 30039%25%24%In line182
Design and engineering74 of 17044%14%15%In line96
Head office and support60 of 15040%13%12%In line90
Quality and laboratory34 of 9038%8%7%In line56
One other work area, below the floorFewer than 10Not shown separately: fewer than 10 responses or fewer than 10 peopleNot shown

Groups smaller than 10 people are never reported, even to the employer. That is what keeps the survey anonymous in practice, not only in policy.

Is the existing support working?

Rated by employees in their own space, not in the survey. A service shows numbers once 10 or more people have rated it, and every count is rounded to the nearest 5.

  • Employee assistance programme

    140 ratings39% did not know it existed29% have used it38% of users say it helped50% would recommend it
  • Occupational health referral

    95 ratings26% did not know it existed32% have used it67% of users say it helped83% would recommend it
  • Mental health first aiders

    Fewer than 10 ratings so far, below the reporting floor, so nothing is shown.

  • Menopause policy and guidance

    120 ratings17% did not know it existed50% have used it75% of users say it helped92% would recommend it

In their words

Free-text answers, shown without department so nobody is identifiable.

  • The new policy made it easier to ask for a change.
  • Still would help to have somewhere quiet to step away.
  • More managers seem confident talking about this now.

Plan document

The publishable action plan, built from the results above and the government’s own list of recommended actions. This document is free under Plan; the evidence inside it is what Evidence adds.

This is a worked example. Ashcombe Fabrication Group is a fictional organisation and every figure on this page was generated to show the format. Nothing here is real data.

Gender pay gap and menopause action plan

Ashcombe Fabrication Group

Prepared 17 September 2026. For publication on the gender pay gap service by 4 April 2027.

This is a worked example. Ashcombe Fabrication Group is a fictional organisation and every figure on this page was generated to show the format.

1. Statement of intent

Ashcombe Fabrication Group employs people at every stage of working life, including the menopause transition. Menopause symptoms affect how people work, and we would rather know that than assume it. In September 2026 we asked our whole workforce, anonymously and through an independent third party, what is affecting their work and what would help. Nobody was asked about their health or asked to identify themselves, and no answer was reported for any group smaller than ten people. What we found is set out in section 3. We commit to the five actions set out in this plan, to naming an owner and a date for each, and to asking the same questions again so we can publish what changed rather than what we intended.

Group Operations Director
Responsible person, confirming the information in this plan is accurate.

2. Scope

This plan covers everyone employed by Ashcombe Fabrication Group across our three sites, in every work area from manufacturing and assembly to head office and support.

3. What we found

In September 2026, an independent third party ran an anonymous pulse across Ashcombe Fabrication Group. 1195 people were invited and 502 responded, a rate of 42%. Around 54% said sleep and fatigue was affecting their work. The most requested change was flexible start or finish times, asked for by 168 people, followed by temperature or ventilation control, asked for by 125. Of the 272 who had not requested an adjustment, 33% said they were worried about how it would be seen. Around 21% had used the menopause policy and guidance. Around 19% did not know what support was available.

What changed. Between round 1 and round 2, the supported-at-work score rose from 2.6 to 3.4 of 5. The most requested change is now flexible start or finish times, with 168 asks against 182 in round 1. Around 19% did not know what support was available, from around 38% in round 1.

Earlier round for reference: In September 2025, an independent third party ran an anonymous pulse across Ashcombe Fabrication Group. 1180 people were invited and 437 responded, a rate of 37%. Around 56% said sleep and fatigue was affecting their work. The most requested change was flexible start or finish times, asked for by 182 people, followed by temperature or ventilation control, asked for by 158. Of the 298 who had not requested an adjustment, 39% said they were worried about how it would be seen. Around 14% had used the menopause policy and guidance. Around 38% did not know what support was available.

Evidence collected by Summ Base, an independent third party taking no commission from any provider measured or signposted. Groups smaller than 10 people are never reported, and health-related counts are rounded to the nearest 5.

4. Risk assessment summary

A menopause risk assessment has been completed for 3 work areas (Manufacturing and assembly, Field operations, Quality and laboratory), identifying issues in Manufacturing and assembly, Field operations, Quality and laboratory, with 6 findings carried into action. The full assessment accompanies this plan.

5. Actions

ActionAddressesStatusOwnerDueCost
Offer workplace adjustments for employees experiencing menopauseMenopauseNew or in progressHead of Health and SafetyDecember 2026Low cost
Train managers to support employees experiencing menopauseMenopauseNew or in progressHead of Learning and DevelopmentJanuary 2027Medium cost
Conduct a menopause risk assessment for your workplaceMenopauseNew or in progressHead of Health and SafetyNovember 2026No direct cost
Enhance and promote flexible working and leave policiesGender pay gapNew or in progressDirector of PeopleFebruary 2027Low cost
Increase transparency for pay, promotion and rewardsGender pay gapEmbeddedReward ManagerMarch 2027No direct cost

Offer workplace adjustments for employees experiencing menopause

Why we chose this. Our latest anonymous survey recorded 582 requests across temperature, uniform, facilities, private space, hours and workload changes combined, more than any other group of asks. We chose this action because it responds directly to what our people told us they need, rather than to an assumption about what would help.

How we will track it. We will repeat the same seven questions every round so the figures are directly comparable. Our baseline is a supported at work score of 2.6 out of 5 across 437 responses in round one. We will watch how many people still ask for each change and how many wanted a change but never asked, reviewing alongside our gender pay gap figures each year.

Train managers to support employees experiencing menopause

Why we chose this. In our most recent survey, 90 people who had not asked for a change said they worried about how it would be seen, and 70 said they did not want to explain why. Training gives managers the confidence and the words to respond well, so fewer people stay silent about something that affects their work.

How we will track it. We will count managers trained against the total who line manage staff, and repeat our anonymous survey to see whether fewer people cite feeling worried or reluctant to explain as reasons they never asked. We will also watch our supported at work score and review progress annually alongside our gender pay gap figures.

Conduct a menopause risk assessment for your workplace

Why we chose this. We have already assessed three of our six work areas and found issues with heat, uniform or facilities in more than one. Extending the assessment across every remaining area lets us fix the same practical problems everywhere our people work, not only where we happened to look first.

How we will track it. We will track the number of work areas with a completed assessment out of the total, aiming to cover every area by the review date. Findings are carried into named actions with an owner, a date and an estimated cost, and we will report annually on how many have been completed.

Enhance and promote flexible working and leave policies

Why we chose this. Our anonymous survey recorded 263 requests for flexible start or finish times and for changes to workload timing or shift patterns combined, the largest group of asks outside adjustments for menopause specifically. Making our flexible working and leave policies clearer and easier to use responds to that evidence directly.

How we will track it. We will monitor how many flexible working requests are made and agreed each year, and repeat our anonymous survey to see whether fewer people ask for hours or workload changes that policy could already resolve. We will report this alongside our gender pay gap figures at each annual review.

Increase transparency for pay, promotion and rewards

How this became established. Pay ranges and the criteria for progression have been published internally for the last two years, alongside a yearly pay review whose outcome every manager and employee can see. It became standard practice after our first gender pay gap report showed unclear criteria were part of the problem.

What the results have been. Since publishing our pay ranges, internal moves between pay bands have become more evenly spread between men and women, and fewer people raise pay fairness as a concern when asked. We continue to review the ranges every year and report the outcome alongside our gender pay gap figures.

Action titles follow the GOV.UK list of recommended actions for gender pay gap and menopause action plans, checked 20 August 2026.

6. Actions considered and not taken

  • Set up menopause support groups and networks. Our survey shows the barrier most people cite is not knowing who to ask, which occupational health advice and manager training address more directly for now. We will look at a network once training is embedded.

7. How we will measure whether it worked

We will repeat the same anonymous survey, with identical wording, so the two rounds are directly comparable. Our baseline is a supported at work score of 2.6 out of 5 across 437 responses in round one, which rose to 3.4 out of 5 across 502 responses in round two. Before these actions started we also recorded, from our own records, a sickness absence rate for women aged 40 to 60 of 4.1% in September 2025, a retention rate for that group of 86% still in post after 12 months, and 0 of 96 line managers trained. We will measure each the same way at every review. We will judge these actions on three things: movement in the supported at work score, a fall in the number of people who wanted a change but never asked for one, and whether the support we already fund is reaching more people than it does today.

MeasureSourceBaselineLatest
Proportion using adjustments or flexible working, by age and sexFrom your HR system5% of women aged 40 to 60 (September 2025)12% of women aged 40 to 60 (September 2026)
Sickness absence rate, women aged 40 to 60From your HR system4.1% of working time (September 2025)3.6% of working time (September 2026)
Retention rate, women aged 40 to 60From your HR system86% still in post after 12 months (September 2025)89% still in post after 12 months (September 2026)
Whether adjustments asked for actually happenedMeasured by your pulse89 of 139 who asked for an adjustment said it happened (September 2025, round 1)172 of 230 who asked for an adjustment said it happened (September 2026, round 2)
Why people who wanted a change never askedMeasured by your pulse39% of those who never asked said: worried how it would be seen (September 2025, round 1)33% of those who never asked said: worried how it would be seen (September 2026, round 2)
Managers who have completed menopause trainingFrom your training records0 of 96 line managers (October 2025)74 of 98 line managers (September 2026)
How supported people feel at work, anonymous survey, 1 to 5Measured by your pulse2.6 of 5 supported at work (September 2025, round 1)3.4 of 5 supported at work (September 2026, round 2)
Work areas with a completed menopause risk assessmentCounted by your portal3 of 6 work areas assessed3 of 6 work areas assessed (September 2026, round 2)

Measures follow the tracking guidance on each GOV.UK menopause action page, 4 March 2026, which asks employers to gather data before an action starts and to monitor changes for the target group, such as women aged 40 to 60. Aggregate figures only; nothing here is about an individual.

8. Governance and review

The Group Operations Director owns this plan. The owners named for each action report on their own progress at each review. Progress is reviewed every quarter. The plan is reviewed in full once a year, before the publication date for this reporting year, and republished with what changed. If an action turns out not to work, we will say so in the next version rather than quietly drop it.

9. How employees can raise something

Anyone can raise something about menopause and work with their line manager, or with our people team if they would rather not go to their manager. Our employee assistance programme, occupational health referral and menopause policy and guidance are available to everyone, and can be used without telling a manager. Nobody has to share a diagnosis, name a symptom, or explain anything medical to ask for a change to how they work. A request is a normal workplace conversation about doing the job well, and it will be treated as one.

Prepared with Summ Base from Ashcombe Fabrication Group’s own workforce evidence. This document is information, not legal advice: review it with your own adviser before publication, and publish it yourself on the gender pay gap service. This is a worked example on synthetic data: nothing on this page is a real organisation.

Submission pack

What the plan above looks like laid out field by field for the government’s gender pay gap service, with the word counts it checks and the word-for-word supporting text.

This is a worked example. Ashcombe Fabrication Group is a fictional organisation and every figure on this page was generated to show the format. Nothing here is real data.

Submission pack

What to enter on the gender pay gap service

Ashcombe Fabrication Group. The deadline to publish voluntarily for this reporting year is 4 April 2027, 199 days away.

This is a worked example. Ashcombe Fabrication Group is a fictional organisation and every figure on this page was generated to show the format.

Before you start

  • Sign in to the gender pay gap service. The person submitting needs their own account, linked to your organisation, so start that early if it does not exist.
  • Submit one plan for each legal entity with 250 or more employees. You can reuse the same actions and narrative across entities.
  • You can save on the service and come back, so you do not have to finish in one sitting.
  • Supporting text takes no files and no links, so everything below is plain text.

Your actions, 5 to enter

For each one the service asks for the action, whether it is new or in progress or already embedded, and the supporting text below.

1. Offer workplace adjustments for employees experiencing menopause

Addresses: menopause. Status to select: New or in progress.

Why you chose this action

Our latest anonymous survey recorded 582 requests across temperature, uniform, facilities, private space, hours and workload changes combined, more than any other group of asks. We chose this action because it responds directly to what our people told us they need, rather than to an assumption about what would help.

50 of 100 words

How you will track it

We will repeat the same seven questions every round so the figures are directly comparable. Our baseline is a supported at work score of 2.6 out of 5 across 437 responses in round one. We will watch how many people still ask for each change and how many wanted a change but never asked, reviewing alongside our gender pay gap figures each year.

63 of 100 words

2. Train managers to support employees experiencing menopause

Addresses: menopause. Status to select: New or in progress.

Why you chose this action

In our most recent survey, 90 people who had not asked for a change said they worried about how it would be seen, and 70 said they did not want to explain why. Training gives managers the confidence and the words to respond well, so fewer people stay silent about something that affects their work.

55 of 100 words

How you will track it

We will count managers trained against the total who line manage staff, and repeat our anonymous survey to see whether fewer people cite feeling worried or reluctant to explain as reasons they never asked. We will also watch our supported at work score and review progress annually alongside our gender pay gap figures.

53 of 100 words

3. Conduct a menopause risk assessment for your workplace

Addresses: menopause. Status to select: New or in progress.

Why you chose this action

We have already assessed three of our six work areas and found issues with heat, uniform or facilities in more than one. Extending the assessment across every remaining area lets us fix the same practical problems everywhere our people work, not only where we happened to look first.

48 of 100 words

How you will track it

We will track the number of work areas with a completed assessment out of the total, aiming to cover every area by the review date. Findings are carried into named actions with an owner, a date and an estimated cost, and we will report annually on how many have been completed.

51 of 100 words

4. Enhance and promote flexible working and leave policies

Addresses: gender pay gap. Status to select: New or in progress.

Why you chose this action

Our anonymous survey recorded 263 requests for flexible start or finish times and for changes to workload timing or shift patterns combined, the largest group of asks outside adjustments for menopause specifically. Making our flexible working and leave policies clearer and easier to use responds to that evidence directly.

49 of 100 words

How you will track it

We will monitor how many flexible working requests are made and agreed each year, and repeat our anonymous survey to see whether fewer people ask for hours or workload changes that policy could already resolve. We will report this alongside our gender pay gap figures at each annual review.

49 of 100 words

5. Increase transparency for pay, promotion and rewards

Addresses: gender pay gap. Status to select: Embedded.

How it became established practice

Pay ranges and the criteria for progression have been published internally for the last two years, alongside a yearly pay review whose outcome every manager and employee can see. It became standard practice after our first gender pay gap report showed unclear criteria were part of the problem.

48 of 100 words

What the results have been

Since publishing our pay ranges, internal moves between pay bands have become more evenly spread between men and women, and fewer people raise pay fairness as a concern when asked. We continue to review the ranges every year and report the outcome alongside our gender pay gap figures.

48 of 100 words

Your overall supporting narrative

Supporting narrative

Ashcombe Fabrication Group is committed to closing our gender pay gap and to supporting employees experiencing menopause. In September 2026 we asked our whole workforce, anonymously and through an independent third party, and 502 people responded. Nobody was asked about their health or asked to identify themselves, and nothing is reported for groups smaller than ten people. The change our people asked for most was flexible start or finish times, asked for by 168 people. The five actions in this plan were chosen in response to that evidence rather than to assumption: three support the menopause transition directly, and two address our gender pay gap through clearer pay criteria and more flexible working. We will repeat the same seven questions every round, so that future plans report what changed rather than only what we intended, and we will publish the same information on our own website alongside our gender pay gap figures.

152 of 200 words

The rest of the form

Responsible person

Group Operations Director

Link to this plan on your website

https://www.example.com/people/menopause-action-plan

This contains a link. The service does not accept links in supporting text: put it in the website field instead.

After you submit

  • Publish the same information on your own website, and use the link field above to point at it.
  • Keep this pack and your plan document. Reviews come 1 and 2 years after a mandatory plan, with a fuller review at 3 years covering each action.
  • You must be working on at least 2 actions at any time. If you move one to embedded or remove it, add another to replace it.
  • Start a new survey round from the portal before your review, so the next plan reports what changed rather than what you intended.

Prepared with Summ Base from Ashcombe Fabrication Group’s own workforce evidence. The requirements above follow the GOV.UK guidance “Creating an action plan: guidance for employers”, updated 13 May 2026. Information, not legal advice: check the service’s own wording as you submit, and review with your adviser. This is a worked example on synthetic data: nothing on this page is a real organisation.

Risk assessment

The menopause workplace risk assessment for three of Ashcombe Fabrication Group’s six work areas, in the same structure Evidence produces for every area you assess.

This is a worked example. Ashcombe Fabrication Group is a fictional organisation and every figure on this page was generated to show the format. Nothing here is real data.

Menopause workplace risk assessment

Ashcombe Fabrication Group

Assessed per work area under the Management of Health and Safety at Work Regulations 1999. This document assesses the workplace, not any individual’s health.

This is a worked example. Ashcombe Fabrication Group is a fictional organisation and every figure on this page was generated to show the format.

Manufacturing and assembly

Assessed 2026-06-12 by Health and Safety Manager. Approximately 462 people. Review due June 2027.

Environmental factors. Assessed, issues found. Several work stations near ovens and furnaces run warm for long periods, particularly in summer.

Facilities. Assessed, no issues found. Rest areas and toilets are within easy reach of the shop floor.

Work organisation. Assessed, no issues found. Shift patterns already allow short breaks away from the line on request.

Uniform and equipment. Assessed, issues found. Standard uniform is heavy and does not breathe well in warmer areas.

Existing controls. Portable fans are available on request and a lighter uniform option is being trialled in one bay.

Findings and actions.

Finding and actionOwnerDueCost
Fit local cooling or additional ventilation at work stations near ovens and furnaces.Head of Health and SafetyDecember 2026Medium cost
Roll out the lighter uniform option to every bay after the trial.Head of Health and SafetyJanuary 2027Low cost
Add a marked quiet space away from the shop floor for anyone who needs to step away.Site Facilities ManagerNovember 2026Low cost

Field operations

Assessed 2026-06-12 by Field Operations Manager. Approximately 300 people. Review due June 2027.

Environmental factors. Assessed, no issues found. Most work is outdoors or in vehicles, with breaks built into the schedule.

Facilities. Assessed, issues found. Some sites visited have no reliable indoor toilet or rest facility nearby.

Work organisation. Assessed, no issues found. Shift patterns can already be adjusted with a manager.

Uniform and equipment. Assessed, issues found. Standard uniform includes a heavy outer layer with no lighter alternative.

Existing controls. Field teams can already request a change to their round with their manager. Uniform alternatives are not yet offered.

Findings and actions.

Finding and actionOwnerDueCost
Agree a list of sites with reliable indoor facilities and share it with field teams.Field Operations ManagerDecember 2026No direct cost
Offer a lighter uniform alternative for field roles.Head of Health and SafetyFebruary 2027Low cost

Quality and laboratory

Assessed 2026-06-12 by Quality Manager. Approximately 90 people. Review due June 2027.

Environmental factors. Assessed, issues found. The main laboratory runs warm because of equipment heat output and limited ventilation.

Facilities. Assessed, no issues found. Rest areas and toilets are close to the laboratory.

Work organisation. Assessed, no issues found. Work can already be paused and picked up again without affecting results.

Uniform and equipment. Not yet assessed.

Existing controls. A review of laboratory ventilation is planned alongside routine equipment servicing.

Findings and actions.

Finding and actionOwnerDueCost
Improve ventilation in the main laboratory as part of the next equipment service.Quality ManagerJanuary 2027Medium cost

Prepared with Summ Base, informed by anonymous workforce evidence in which groups smaller than 10 people are never reported. Information, not legal advice: review with your own adviser. This is a worked example on synthetic data: nothing on this page is a real organisation.

See it running on your own evidence

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