1
Confirm the scope and which employees are covered
Insert your company name and confirm the policy applies to all employees including part-time, fixed-term, and remote workers. Note any exclusions, such as workers engaged via agency contracts, and state those separately.
π‘ Aligning scope with your employment contracts avoids a gap where certain employees claim they were not subject to the policy.
2
Set the notification requirements
Specify the notification deadline (e.g., within 30 minutes of the employee's normal start time), the required method (phone call, not text), and the named contact. Add an alternative contact for when the primary manager is unavailable.
π‘ Requiring a phone call rather than a text significantly reduces short-term casual absences β the small friction of a conversation acts as a deterrent.
3
Define sick pay entitlements and qualifying conditions
Enter the number of weeks at full pay and half pay for your company's contractual sick pay. State whether the entitlement is on a calendar-year or rolling 12-month basis, and specify the probationary period exclusion if applicable.
π‘ If you are subject to SSP obligations, confirm your contractual sick pay scheme is at least equal to or above the statutory rate to avoid compliance gaps.
4
Set the self-certification and fit note thresholds
Decide the number of days before a fit note is required β seven calendar days is the SSP standard, but many employers require one from day four. Enter these thresholds and add a reference to the self-certification form employees must complete on return.
π‘ For employees with a pattern of Monday or Friday absences, you can legitimately require a fit note from day one for a defined period as part of a formal absence review.
5
Establish absence trigger points
Insert the number of separate occasions and total days that trigger a formal review β common benchmarks are three occasions or eight days in any rolling 12 months. Confirm these figures with your HR advisor before publishing.
π‘ Using a rolling 12-month window rather than a calendar year prevents employees from resetting their absence record on January 1.
6
Outline the long-term absence procedure
Add the week threshold at which long-term absence procedures begin (typically four weeks), name your occupational health provider if you have one, and set the keeping-in-touch frequency for managers to follow.
π‘ Documenting regular contact with long-term absent employees protects the business during any subsequent capability dismissal process.
7
Add confidentiality and data protection language
Reference your company's data protection policy and confirm who has access to medical information. State how absence records are stored and for how long in line with your data retention schedule.
π‘ Cross-referencing your GDPR or privacy policy by name makes it easier to update both documents independently without creating inconsistencies.
8
Publish, communicate, and train managers
Distribute the policy to all employees β ideally requiring a signed acknowledgment β and run a briefing for line managers covering trigger points, interview procedures, and escalation steps.
π‘ A policy that employees have never seen cannot be used as the basis for disciplinary action β keep a record of how and when each employee received it.