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Create a query on outstanding sick return-to-work forms

Report on who didn't complete the sick return to work form.

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Written by Joshua Shooter
Updated over 2 months ago

To find this information, you will need to create a query per user type. The first three steps are the same for both employee and manager reports, however the query filters differ.

To create the queries, follow the steps below.

  1. Click Access Button image then click HR Admin.

  2. Click Queries then click the plus + icon.

  3. In the left-side area, select Absences.

  4. Then, in the right selection area, tick:

    • Reports To

    • Sick Start Date

    • Sick End Date

    • Sick Reason

    • Sick Return To Work Form Required

    • Sick Manager Declaration

    • Sick Manager Declaration Date

  5. Click Next, then click Sick Return To Work Form Required.

  6. Select Equals, then select Yes.

    • To show the cases where this hasn't been completed by the manager, filter on Sick Manager Declaration by selecting Equals and then No.

    • To show the cases where this hasn't been completed by the employee, filter on Sick Employee Declaration by selecting Equals and then No.

  7. Click Next then enter a name, description and category.

  8. Click Next again.

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