Managing an employees medical disclosure statement | HR Employee File

Jimmy

Updated 27 March 2023 22:07

Overview

Sometimes your personal conditions need updating when your medical circumstances change. These changes can include needing to update your medical clearance to work because of a recent medical event or you needing to revise your existing declared conditions because you have recovered.

The Medical Disclosure feature is where you update these details if they change, with the HR platform reflecting these changes throughout the entire platform. Meaning there is only one place you need to update your details if they change, making sure your employee record is always up to date.

Important

This section will only be visible if you have enabled the Medical Disclosure feature via the Menu Customisation feature. To read further details on this feature, refer to the following article.

Availability

HR Plan:

Free

Standard

Premium

Platinum

User Access:

Employee

Manager

Admin

We base the default access level on a per user basis and whether they have view, edit and delete access and excluding any changes made via our Custom Security feature.

Getting started

The below will walk you through how to complete the medical disclosure statement.

Disclose a medical condition

Helpful Hint

Adding a new medical disclosure statement will trigger a task for your manager to review this addition and approve it if needed. To read further details on the task feature refer to the following article.

Click the Personnel menu.
Click the Employees submenu.
Select the employee that needs a medical condition added.
Click the Medical Disclosure Statement tab.
Click the Yes button.
Type in the details of the medical condition.
Select Yes or No regarding medical clearance to work.
Type in any required work restrictions
Click the Save button.

Acknowledging a medical condition

Click the Tasks menu.
Click the My Tasks tab.
Click the system generated medical disclosure task.
Click the Here button.
Click the Acknowledge button.

Helpful Hint

You will now see the acknowledgement banner on the medical disclosure page stating when and who acknowledged these details.

Maintain

The below will walk you through how to edit and/or delete a medical disclosure statement.

Edit a medical condition

Click the Personnel menu.
Click the Employees submenu.
Select the employee that needs a medical record updated.
Click the Medical Disclosure Statement tab.
Make the required changes and click the Save button.

Delete a medical condition

Click the Personnel menu.
Click the Employees submenu.
Select the employee that needs a medical record removed.
Click the Medical Disclosure Statement tab.
Click the button.
Click the Save button.

Author recommended

So you have now managed your medical disclosure details and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:

HR employee file: Uploaded documents This feature allows you to upload documentation against a chosen employee file and control who has access to this information.
HR employee file: Management notes This feature allows you to add information via a free text field to an employee's file, with no limit on the amount of notes you can add.