Managing an employees medical disclosure statement via the HR platform

Sometimes when your medical circumstances change, your personal conditions need updating. 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.

By updating these details in the Medical Disclosure feature, the HR platform reflects these changes throughout and so your employee record is always up to date.

Important

You will only see this feature 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.

Helpful Hint

When an employee updates the Medical Disclosure Form,  the platform creates a scheduled task which we will assign to the primary manager, or admin if there is no primary manager assigned to the employee. As the platform creates a scheduled task, it will trigger an email notification.

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.

Daily activities

Acknowledging a medical condition
  1. Click the   Dashbord menu.
  2. Click the View All button in the Task block on your dashboard.
  3. Click the My Tasks tab.
  4. Click the platform generated medical disclosure task.Medical_2.jpg
  5. Click the Here button.
    Medical_3.jpg
  6. Click the Acknowledge button.
    Medical_4.jpg

    Helpful Hint

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

    Medical_5.jpg
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.

  1. Click the   People menu.
  2. Click the Employees List submenu.
  3. Select the employee that needs a medical condition added.
  4. Click the Medical Disclosure Statement tab.
  5. Click the Yes button.
  6. Type in the details of the medical condition.
  7. Select Yes or No regarding medical clearance to work.
  8. Type in any required work restrictions 
  9. Click the Save button.
    Medical_1.jpg

Editing data

Edit a medical condition
  1. Click the   People menu.
  2. Click the Employees List submenu.
  3. Select the employee that needs a medical record updated.
  4. Click the Medical Disclosure Statement tab.
  5. Make the required changes and click the Save button.
    Medical_6.jpg

Deleting data

Delete a medical condition
  1. Click the   People menu.
  2. Click the Employees List submenu.
  3. Select the employee that needs a medical record removed.
  4. Click the Medical Disclosure Statement tab.
  5. Click the   button.
  6. Click the Save button.
    Medical_7.jpg

Further information

Why can I not access the medical disclosure approval feature?

Your HR platform admin needs to have enabled via the Custom Security feature the ability for you to have view and modify access to the Medical Disclosure feature.

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