Available for the following payroll classic plans Standard, Premium, Platinum
Available for the following User Access levels: Employee, Manager, Admin
You can set up an optional toggle to record the reason for absence for an employee who has taken sick time off. This data feeds into a Sickness Report for increased time off details and forecasting. It shows the types of time off taken, and common days on which time off is taken.
Set up sickness reasons toggle
Add sickness reasons to time off type
- Select General Settings
- Select Time off Settings.
- Click Add Time off Type.
- Add the details of the time off type.
- Select the Time off reason required checkbox.
- Add any relevant sick time off reasons.
- Click Save.
- Fill the accrual details, then click Save.
- Add the employees in which this time off type will apply to.
Add sickness reason to time off requests
Add sickness reason to time off request as an employee
- Click the Time menu.
- Click Time off.
- Click Create time off request.
- Select the Time off reason drop-down box, and then select your time off reason.
- Enter the rest of the details for your time off request and click Submit.
Add sickness reason to time off request as a manager
- Click the Time menu.
- Select Time off Management.
- Select the employee time off request you would like to edit.
- Change the Time off type to the appropriate time off type with sickness reasons linked to it.
- Select the Time off reason drop-down box, then select the appropriate time off reason.
- Select Save.
Using the sickness report
View the visual sickness report stats
- Select the Reports menu.
- Select the Sickness Report.
- View Sickness Report stats, such as types of time off reasons and days which time off reasons are added.
- You can use the filters at the top of the page to filter which results you want to see.
View the detailed sickness report table
- Select the Reports menu.
- Select the Sickness Report.
- Scroll to the bottom of the page to the Detailed table.
- The Detailed table gives you information for each period of absence, including:
- Name.
- Team.
- Time off type
- Reason.
- Period.
- Duration.
Export the detailed sickness report table as a CSV file
- Select the Reports menu.
- Select the Sickness Report.
- Scroll to the bottom of the page to the Detailed table.
- Click the Download button in the top right hand corner of the Detailed table. Your CSV file will start downloading.
Definitions
- Sick Time off Overall - Team: the number indicates the total number of time off requests made during selected period.
- Sick Time off by Reason: the number indicates the total number of time off requests made during selected period.
-
Most popular sick time off days: the total number of taken days, which are accumulated from the start date to the end date of the time off request.
For example:
Start Date: 05/03/2024 End Date: 11/03/2024
Actual Time off Days: 4 days (the days the user selected for time off)
Taken Days: 7 days (the total number of days from the start to the end date of the time off request).
Explore related content
- Seeing time off requests within the employee file This feature allows you to access an employee's time off requests via the employee file.
- How do I maintain custom reports This feature allows you to build and create a custom report to assist with forecasting and reporting purposes.