How to manage an employee's medical disclosure statement via the HR platform

The medical circumstances of employees sometimes change. When that happens, updates need to be made to their medical clearance to work because of a recent medical event or their existing declared conditions because they have recovered. You can update these details for them using the Medical Disclosure feature. The HR platform will reflect these changes, making sure the employee's record is always up to date.

Important

You will only see this feature if you have enabled Medical Disclosure via Menu Customisation feature. To read more about this, please refer to this article: Employee file customisation | HR Web Platform.

Availability

HR Plan:   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

Acknowledge a medical disclosure statement update

Helpful Hint

When an employee updates their Medical Disclosure Statement, the platform creates a scheduled task for their primary manager (or admin, if there is no primary manager assigned to the employee). When the task is created, it will trigger an email notification.

  1. Click the   Home menu.
  2. Click the View All button in the Task block on your dashboard.
  3. Click the My Tasks tab.

    Helpful Hint

    You may check the Other Tasks tab if the employee is not your direct report.

  4. Click the Actions dropdown button for the platform-generated medical disclosure task.
  5. Click the View button.
    screenshot of the tasks page, highlighting the actions and view buttons for one task
  6. Click the Here button.
    screenshot of the view task panel, highlighting the here link

    Helpful Hint

    You will now be taken to the Medical Disclosure Statement screen on the employee file page.

  7. Click the Acknowledge button.
    screenshot of the medical disclosure statement page, highlighting the acknowledge button

    Helpful Hint

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

    screenshot of the medical disclosure statement page, showing the acknowledgement notice
Disclose a medical condition for an employee
  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.
    screenshot of the medical disclosure statement page, highlighting the yes button
  6. Enter the nature of their injury or medical condition.
  7. Select Yes or No regarding their medical clearance to work.
  8. Enter their current work restrictions. 
  9. Click the Save button.
    screenshot of the medical disclosure statement page, highlighting the save button

Editing data

Edit an employee's 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.
  6. Click the Save button.
    screenshot of the medical disclosure statement page, highlighting the save button

Deleting data

Delete an employee's 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 for the condition you want to remove.
    screenshot of the medical disclosure statement page, highlighting the delete button
  6. Click the Save button.
    screenshot of the medical disclosure statement page, highlighting the save button

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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