Adding Sickness Records From Sickness Management

This article only applies to People+ customers. Speak to your Account Manager to find out more.

For details on how to view and amend sickness records, see this article.

Creating Sickness Records

Sickness Records can either be created by removing a person from a shift in the rota (click here to find out how) or by creating a Sickness Record in Sickness Management.

The Sickness Management screen is located under Self-Service > Sickness Management;

To create a Sickness Record, click the green plus button;

This will open the following screen;

Click the dropdown icon next to Name which will open the following box. Enter the Surname of the employee and click Search. Any matches will be shown in the Choose a Person drop down. Click on the appropriate name and click Choose.

The length of time that staff member has worked for the company will also show next to their name, allowing you work out if the sickness should be paid or not.

From here, select the appropriate From and Expected Return Date - or Actual Return Date if the sickness period has already passed.

This will populate the Adjustments section with any shifts that fall within the date range for this person.

If you would like to amend the Adjustment Reason to another form of sick leave click the blue Edit pen to open the Edit Sickness Adjustment screen:

Here you can use the Reason field to select any Adjustment Reason you have set up as Sickness. Clicking Save on this screen will close the screen and take you back to the 'Add Sickness' screen.

Click Save.

NB - This will remove this person from the specified shifts. If they come back from Sickness BEFORE their 'Expected Return Date' they will need to be manually reallocated to shifts.

The Self-Certifications, Fit Notes, Long Term Sickness Review, Occupational Health referral and Return To Work details can be added at a later date when required.

Please see this article on how to edit and complete sickness records.