e-days Sickness Restriction Guide
How to enable sickness restrictions
When sickness restrictions are not enabled on a standard system setup an authoriser can view sickness records for all users in his team, or any additional users that report to them.
The image below shows a user record that can be viewed by the user’s assigned authoriser. The authoriser can view planned, unplanned, and over time and toil (if enabled).
The buttons on the top right of the image are links to areas concerning the authoriser where they can view their own records and book absence for themselves.
With the sickness restrictions enabled authorisers cannot view other people’s sickness records, or book sickness for other users.
The image below shows a user record that can be viewed by the user’s assigned authoriser. The authoriser can view planned, overtime and toil records (if enabled), but no sickness and unplanned records.
Please note that the authorisers and users can still view their own absence records, but cannot book sickness for themselves or for users they are responsible for.
To utilise the unplanned absence functionality whilst restricting user and authoriser access you can set up booker roles.
A booker is a completely separate user with a unique login that can be used to book sickness or planned absence on behalf of a group of users.
They have less navigation options than standard users; having only got access to staff records and the calendar.
There are 3 types of booker;
- Authorising booker – This type of booker can book a planned absence on behalf of a user. Once booked the absence is automatically authorised.
- Booker – This type of booker can book a planned absence on behalf of a user. Once booked the absence is submitted for authorisation in the same was as when a normal user makes a planned absence request
- Sickness booker – This type of booker can book unplanned absence on behalf of a user.
Here we are concerned with sickness bookers.
The image below shows a user record that a sickness booker can view for a user they are responsible for;
The only function sickness bookers can perform is to view and book unplanned absence for users they are responsible for.
Assigning sickness bookers to users is very simple.
All you need to do is log into the admin panel, select the users' link, select the system details link for the user you want to assign the booker to, scroll down the page to the sickness booker section and highlight the booker(s) from the list, then confirm the changes.