In this article, you will learn:
How to attach a file to your employee's sick time off records
Where the sick documents are stored
Permissions needed to view, attach and delete sick record files
Please note: This feature is part of Time Off Management which is part of our HR Management package. Please contact your Bizimply Customer Success manager if you are interested in adding this feature to your package.
How to attach a file to your employee's sick time off records
Sign into bizimply.com
Click into the Employees tab in the navigation bar
Click into relevant employee's profile
Click into the 'Time Off' tab
Click the blue 'Add Time Off' button
Select type as 'Sick' from the drop down menu
Fill out all of the fields
Click the blue 'Attach File' button and select relevant file. Some examples of files that can be added here are Sick Certs or Return to work forms. Multiple files can be attached.
Click the 'Approve & Save' button
The file is then saved and will be scanned for viruses. The 'i' icon will appear while this happens which reads 'File scanning in progress'.
Where the sick documents are stored
When sick documents are attached to sick time off records, they are stored in the 'Time Off Folder' in the 'Documents' tab on the employee profile. This can be found using the steps below:
Sign into bizimply.com
Click into 'Employees' tab
Click into relevant employee's profile
Click into the 'Documents' highlighted below
Click into the 'Time Off' folder
Here is where all the time off attachments can be viewed and you can also give the employee's access to these documents by using the 'Employee Access' column on the right highlighted in image below. The employees can then view their own time off documents in their employee portal - click here for more information.
Permissions needed to view, attach and delete sick record files
This is how an Account Admin will give permissions to allow managers & other custom roles to view, attach and delete sick record files on an employee's profile.
Sign into bizimply.com
Click your name/email at the top right of the screen
Select 'Account Access' from the drop down menu
Click which role you wish to give these permissions to
Scroll down to Employees and select 'Choose Options'
Ensure the 'Time Off' checkbox is ticked. If this is not selected, the 'Add Time Off Documents' and 'Delete Time Off Documents' options will not be options.
If you wish for the user to be able to attach these time off files, ensure the 'Add Time Off Documents' checkbox is ticked
If you would like the user to also be able to remove these time off files if needed, ensure the 'Delete Time Off Documents' checkbox is ticked
Click save at the bottom of the screen
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