How does sickness allocation tracking work?

By default, sickness allocation tracking is used to measure the amount of absence taken in any employment year in order to track when an employee should be paid Statutory Sick Pay rather than company sick pay. However, different organisations may need to track sickness in different ways, so SMB allows you to alter the way that sickness allocations are tracked. You can do this in one of four ways:

  • Track by employment year
    This will measure the amount of sickness recorded in the employee’s employment year. So, if the employee joined the business on the 12th April, the system will track any period from the 12th April to the following 11th April
  • Track by calendar year
    This option allows you to track sickness absence from the 1st January to the 31st December in any year
  • Track by holiday year
    This option matches the tracking period to your standard holiday year. While organisations commonly have calendar years for their holiday periods, many organisations use the tax year as the standard measurement.
  • Track by rolling 12 month period
    This option allows you to track sickness absence over the last 12 months from today. So, as sickness absence is recorded, the system will look back exactly one year from today to check the amount of sickness absence recorded

It’s worth noting that these options only affect how the sickness absence is tracked. The allocation itself can be set based on employment year or calendar year and is not affected by the way that sickness is tracked.


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