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