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These FAQs set out the common questions and pitfalls faced by employers when managing sickness absence. The additional documents referred to are designed to assist you further. Please note that some documents are available to all readers whilst others are locked and only accessible to HR Protect clients. To become a retainer client or to find out further information please click here.
Yes. It is a common misconception that you cannot contact your employee whilst they are off sick, however schools should stay in contact with their staff to check on their wellbeing and to see if there is anything they can do to support them and facilitate a return to work.
Should the sickness absence continue then schools will need to be in touch to manage the absence through their Sickness Absence Management policy, which may also include getting in touch to organise Occupational Health appointments with the employee. See:
S10a: Letter of invitation to Keeping in Touch meeting
S22: Sickness Absence Policy and Procedure – School
S22(MAT): Sickness Absence Policy and Procedure – MAT
In this situation, if it is crucial that you speak with your employee (e.g. to progress an investigation) and it might be advisable to obtain medical advice from either their GP or Occupational Health for them to comment on the individual’s fitness to attend such a meeting.
Whilst the employee must give their consent to their employer obtaining medical advice from Occupational Health or a medical practitioner, for teachers it is a condition of continuing to receive contractual sick pay under the Burgundy Book that they agree to attend medical examinations requested by their employer whilst off sick.
You should ask whether the employee is well enough to engage in a conversation or meeting with you and if there is anything you can do to facilitate that discussion with the employee. It is going to be very difficult to progress the absence management procedure in the absence of engagement from the employee and seeking expert opinion on their ability to attend is often the best approach.
Yes. It is always good practice to arrange a return to work meeting with someone who has been off sick: whether that is a short term or long term sickness absence. That meeting gives you the opportunity to make sure that they are fit to return to work at school; whether they may need a phased return to work; whether they need any support or any adjustments making to help their ability to work and sustain attendance at school. It is also a good opportunity to find out if there are any underlying issues which you need to be aware of linked to their absence. See:
S6: Return to work interview form
S26: Guidance note – Keep in touch sickness absence meeting
A school may allow someone to return to work whilst they still have a live fit note – there is no longer a mechanism by which a GP can sign someone back as being “fit to work”. However, if your employee asks to return to work in those circumstances, you need to understand why and be satisfied that they are fit to return. Schools have a duty to protect their employee’s health and safety and it is likely to be appropriate to seek further medical advice and/or carry out a risk assessment before allowing someone to return prior to the expiration of their fit note. It the employee refuses to agree to this then schools are under no obligation to allow them to return until their fit note expires.
Yes BUT only if you have a genuine reason to do so and that reason is not because of their disability or because of something arising out of their disability and you have complied with your duty to make reasonable adjustments.
For example, you cannot dismiss someone who is unable to do their job because of their disability without having first investigated whether any reasonable adjustments could be made to enable them to do their job.
We recommend taking specialist advice in those circumstances as dismissals involving disabled employees may carry a high degree of risk. This is especially the case in schools, where the potential compensation from a disability related dismissal claim could be very high (taking into account pension loss and loss of earnings).
Consult your Sickness Absence policy in the first instance. This should give you guidance.
If you do not have a policy or if the policy is not clear, the first step you will need to take is to investigate the reason why the employee is off work; how long they are likely to continue to be off work; whether they are any steps that can be taken to enable the employee to return to work at the school; will the employee be able to return to work after medical intervention; what is the impact on the school and teaching and learning and what is the impact on other staff in the school as a result of the employee’s continuing absence?
Once you have investigated these issues which must include speaking to the employee in question and is likely to involve seeking a medical advice, you can then consider the options. This may include taking steps to support the employees return to work, setting timescales for review or possibly considering dismissal if there is no evidence that the employee will be able to return to work in the near future and no reasonable adjustments which can be made. The individual should be encouraged to participate in this process as much as possible.
Prior to dismissing an individual for long term sickness absence you should invite them to a formal meeting, warning that the outcome may be the termination of their employment. The usual rules on the employee having notice of any meeting, being able to consider all the evidence and being represented by their Trade union or a work colleague apply.
We have a range of letters to support you in this situation, please see:
S3: Letter requesting employee consent to medical report
S4: Medical consent form
S5: Letter to GP/Consultant requesting medical report
S7: Invitation to meeting to discuss medical report
S11: Invitation to long term sickness absence meeting(s)
S12: Invitation to final long term sickness absence meeting
S23: Guidance note: conducting long term sickness absence meeting(s)
S24: Guidance note: conducting final long term sickness absence meeting (potential dismissal)
Where an individual has high levels of short term sickness absence caused by a disability then schools will need to take the reason for their absence into account. You do not have to ignore disability related sickness absences altogether when managing someone’s sickness absence, however you do need to consider reasonable adjustments in allowing more absences prior to taking formal action than you would for an employee who is not disabled. Each case is different so we would recommend taking legal advice.
First, do not jump to a conclusion that being at a party means that their illness is not genuine. A person’s illness may not affect them at all times. Sometimes attending social events can be part of a person’s recovery. Of course this depends on the what the illness is.
Before dismissing someone’s illness as not being genuine, we would suggest making enquiries of the individual concerned and seeking advice from a medical expert (such as OHS) if you are not convinced by the response.
There is no right or wrong answer to this.
If you have a policy in place (as most schools will have), this should give you guidance on the process you have to follow before dismissing someone for their sickness absence. For short term absences the employer would usually be expected to issue a series of warnings before getting to the dismissal stage. The length of time absence can be sustained very much depends on the reason for their absence, the likelihood that they will be able to return to work and the impact on the business of their absence. A further consideration will be whether their sick pay entitlement under the Green Book or Burgundy Book (as applicable) has expired. See:
S1: How to Guide: managing sickness absence in schools
S2: Flowchart
Yes. You will need to investigate why that person is taking a lot of short term sickness absence to make sure that there is no underlying health condition or medical reason which you need to be aware of. You will need to evidence what the impact of their absence has had on your business.
You will also be expected to have given the employee warnings that if their attendance does not improve, it could result in their dismissal. See:
S13: Invitation to short term sickness absence meeting (Stage 1)
S14: Invitation to short term sickness absence meeting (Stage 2)
S15: Invitation to short term sickness absence meeting (Stage 3)
S25: Guidance note: conducting short term sickness absence meetings
Yes they can. It may also help with their recovery. The employee will still need to obtain your approval to take holiday and consideration will need to be given to their contract of employment and whether they are permitted to take holiday during term time, or only during school holiday periods.
Index – Sickness
Sickness Absence Policy
Sickness Absence Policy
Sickness Absence Policy
S1 – How to Guide – Managing Sickness Absence
S2 – Flowchart of sickness absence process
S3 – Letter Requesting Employee Consent to Medical Report
S4 – Medical Consent Form
S5 – Letter to Doctor Requesting Medical Report
S6 – Return to Work Interview Form
S7 – Invitation to Meeting to Discuss Medical Report
S8 – Letter informing employee of cessation of Contractual Sick Pay
S9 – Letter Informing Employee of Cessation of SSP
S10 – Letter Regarding Expired Fit Note
S10a – Letter of invitation to Keeping in Touch meeting
S10b – Invitation to phased return to work meeting
S11 – Invitiation to Long Term Sickness Absence Meeting(s)
S12 – Invitation to Final Long Term Sickness Absence Meeting
S13 – Invitation to Short Term Sickness Absence Meeting (Stage 1)
S14 – Invitiation to Short Term Sickness Absence Meeting (Stage 2)
S15 – Invitation to Short Term Sickness Absence Meeting (Stage 3)
S16 – Invitation to Appeal Meeting
S17 – Termination of Employment (Long Term Sickness Absence)
S18 – Written Warning for Short Term Sickness Absence (Stage 1)
S19 – Final Written for Short Term Sickness Absence (Stage 2)
S20 – Termination of Employment for Short Term Sickness Absence (Stage 3)
S21 – Appeal Outcome Letter
S22 – Sickness Absence Policy
S23 – Conducting Long Term Sickness Absence Meeting(s)
S24 – Conducting Final Long Term Sickness Absence Meeting (Potential Dismissal)
S25 – Conducting Short Term Sickness Absence Meetings
S26 – Conducting- keep in touch – Sickness Absence Meeting
S27 – Appeal Meeting Guidance
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