Create a medical record

Objective

This page has the objective to teach you how to create a medical record for the employees. This is useful to keep track of any standard medical exams required in your organization (e.g., test of eyesight or hearing).

Prerequisites

The employee's Digital Personnel File has been created
Medical Exam records have been created
You are HR manager and have a valid license assigned

Click Through

Start in HR HUB
Click on Medical Records
Select + New
Select if it's a Standard Exam or not
- Yes: the Medical exam will be a recommended field, and a record for exam types should be created
- No: the Medical exam becomes a mandatory field, and the Medical Exam can be typed into the field
Add the previously created medical exam
Add the employee
Set the status to Valid
Add the date of the last exam
Add the date of the next exam
Save & Close

Hint

Exam results can be added into the timeline of the employee inside their Digital Personnel File.
Overdue booked examinations will show up in the HR manager's HR Deadline Dashboard.
The Status Reason determines whether the examination is Valid or whether the examination is to be renewed. This enables you to distinguish at a glance between examinations that have already expired and examinations that were planned.
After the examination is completed, you can deactivate the record.

Result

After the process is finished, the HR manager can see all Medical Records of the employees in the Medical Records entity.
Also, it is possible to view the records inside the digital personnel file of the employee, under the Tab Health & Safety.