In this article, you will learn:

  • How to attach a file to your employee's sick time off records

  • 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

  1. Sign into bizimply.com

  2. Click into the Employees tab in the navigation bar

  3. Click into relevant employee's profile

  4. Click into the 'Time Off' tab

  5. Click the blue 'Add Time Off' button

  6. Select type as 'Sick' from the drop down menu

  7. Fill out all of the fields

  8. 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.

  9. Click the 'Approve & Save' button

  10. 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'.

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.

  1. Sign into bizimply.com

  2. Click your name/email at the top right of the screen

  3. Select 'Account Access' from the drop down menu

  4. Click which role you wish to give these permissions to

  5. Scroll down to Employees and select 'Choose Options'

  6. 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.

  7. If you wish for the user to be able to attach these time off files, ensure the 'Add Time Off Documents' checkbox is ticked

  8. 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

  9. Click save at the bottom of the screen

Related Articles:

How to Log a Sick Record for an Employee

Employee Sickness Report

Creating Sickness Types

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