Discounting Disability-Related Sickness Absence

Discounting Disability-Related Sickness Absence

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When an employee takes too much time off sick, you would usually follow your organisation’s disciplinary procedure, issuing warnings and, if attendance doesn’t improve, potentially dismissing them for incapacity. But while ill-health incapacity is potentially a fair reason for dismissal, employers must also ensure they are not unlawfully discriminating against someone on the grounds of disability. This means taking a considered approach to managing absence when the employee’s time off work is connected to their disability.

In reality, some workers are likely to require more or longer absences than others and, depending on the circumstances, the law may expect you to make some allowances to avoid discrimination.

 

Disability discrimination law

 

For an employee to be protected under the provisions of the Equality Act 2010 by reason of a disability, their illness or condition must qualify as a disability under the legislation.

The Act defines disability as a physical or mental impairment that has a substantial and long-term adverse effect on someone’s ability to carry out normal daily activities. The definition includes people with hidden disabilities such as diabetes, epilepsy, mental health. It also covers past disabilities, and those with cancer, HIV and MS are automatically covered by the Act. To complicate matters further, case law also provides further direction on what is classed as a disability. The status of long COVID as a possible qualifying disability, for example, is currently the subject of tribunal decisions.

The definition is broad, potentially covering millions of people and conditions. This creates risk for employers who must use sound judgement and take legal advice when considering whether an employee’s illness or condition meets the statutory definition.

However, if you follow exactly the same procedure for a disabled employee that you follow for those without a disability, the employee may be able to claim that you indirectly discriminated against them. This is because you applied a provision, criterion or practice (such as an obligation to achieve a certain standard of attendance) to all employees but this disadvantaged the individual and people with their disability. If that disability results in above-average levels of sickness absence, it is harder for them to achieve your required minimum level of attendance.

Alternatively, the employee may try to claim discrimination ‘arising from’ a disability if your absence policy disadvantages them. To avoid either type of claim, you must be able to show that any resulting warning or dismissal was justified. It won’t be justified if there was a reasonable adjustment you could have made to avoid instigating your disciplinary procedure.

If an employee is dismissed because they had time off sick – that is as a consequence of a disability – and the employer knows, or ought reasonably to be expected to know that they have that disability, the employer will have to justify the treatment, on the basis that it was a proportionate means of achieving a legitimate aim.

If the employer cannot justify the treatment, it will amount to discrimination arising from disability. One of the things that will be taken into account in determining whether or not the treatment can be justified is whether, for example, there are any reasonable adjustments that the employer could have made to support the employee returning to work.

 

Reasonable adjustment

 

Reasonable adjustments are measures taken by an employer to support the worker in doing their job without disadvantage.

Taking a different approach to managing disability-related illness and non-disability related illness could come under the employer’s obligation to consider making reasonable adjustments.

Depending on the situation, you might consider these adjustments to your absence policy for disability-related absence:

 

  • Modifying your absence triggers so the employee can take extra time off before they receive a warning.
  • Counting the employee’s disability-related absences separately from their other absences and discounting an agreed amount of the disability leave before you invoke your disciplinary procedure.
  • Allowing managers some flexibility over how much time off they let the employee have before issuing a warning.

 

To assess whether one of these adjustments would be reasonable, you should weigh up the impact on both the employee and the other members of their team who will have to cover for them while they are away. For example:

 

  • Discounting an absence (or series of absences) that is likely to be a one off, such as a course of treatment that will enable the employee to return to work: likely to be reasonable.
  • Giving an employee a few more days off each year before you give them a warning for poor attendance if this will enable them to remain in the workplace: likely to be reasonable.
  • Disregarding a long absence if further time off is likely and there is little prospect of the employee’s condition improving: likely to be not reasonable.
  • Keep a note on the employee’s file to show you’ve either implemented those adjustments to your absence procedure that were reasonable or established that there were no (or no more) reasonable adjustments you could make. This information will help you to defend any discrimination claim.

 

Counting separately

 

There are several issues to consider if disability-related absences are being separated from sickness absence and disregarded when counting the absences that lead to triggers for managerial action.

As an employer, it is generally advisable to work to the legal definition of a disability under the Equality Act. It will then be necessary for the organisation’s absence policy to state that where someone is absent for a reason relating to their disability, this absence will be counted separately from sickness absence, and will not be used in any calculation of absences used to trigger disciplinary procedures – or indeed from any other rights related to service – arising from absence.

It is unlikely that an employer would sign up to such a procedure without some kind of time limits and these would have to be negotiated.

 

Sickness records & redundancy selection criteria

 

Sickness absence can be used by employers as part of a redundancy selection criteria matrix.

Redundancy selection requires an objective assessment of each employee against the set of criteria, which can include their sickness absence record. However, employers must not include time taken off for disability-related absences. In order to apply the sickness absence criteria, managers must ensure that the employee’s sickness absence records are up to date for all their employees throughout the department, not just those that are at risk of redundancy, and ensure that disability-related absence is recorded separately and discounted from this scoring.

 

Advice for employers

 

In many cases, it will still be appropriate to disregard disability-related absence, or at least increase the threshold before a warning is issued. Much will depend on the medical evidence and other issues relating to reasonableness – for example, the practicability of the step, whether it will be effective in preventing the disadvantage and the extent of the disruption caused to the employer’s business. Under case law, there will come a time when the employer – with professional advice – can determine the situation is no longer tenable. At that stage, it may be appropriate to look at the entire pattern of absence.

Although the reasonable adjustments duty may result in a relaxation of rules relating to absence management, it does not require the employer to adopt a more generous approach to sick pay, for example, by extending enhanced sick pay provisions beyond what is offered to everyone else.

Some employers offer specific disability leave. This is planned or unplanned time off from work for a reason related to someone’s disability. It is a type of ‘reasonable adjustment’ which disabled workers may be entitled to under the Equality Act 2010.

References to ‘warnings’ and ‘disciplinary action’ in sickness absence policies are often unhelpful – clearly, absence that is genuinely related to the disability is not the employee’s fault. Perhaps some alternative terminology might be warranted for genuine ill-health cases – for example, referring to a ‘Stage 1 review’ rather than a ‘first written warning’, or a ‘Stage 2 review’ rather than a ‘final written warning’. The point is to make clear that the employer will take active steps to support the employee in improving attendance within a structured process, but ultimately there is a cut-off point beyond which a capability dismissal will be considered.

 

Need Assistance?

 

Combating disability discrimination at work requires action beyond dealing with individual discrimination complaints. Employers have a responsibility to consider what measures they can take to avoid cases of discrimination occurring by taking a proactive and informed approach to reviewing workplace practices and policies to ensure compliance.

DavidsonMorris are experienced employment law specialists offering guidance and support to employers in relation to disability discrimination. We have extensive experience in helping employers avoid and resolve workplace discrimination issues.

We can support the development of a compliant infrastructure, with policies and procedures that help to reduce discrimination risks. In the event of a workplace complaint, we can lead on resolving the issue, whether a grievance has been raised or a claim is being pursued against your organisation. In some circumstances, it may be appropriate and mutually beneficial to the employer and employee to consider bringing the employment contract to an end with a settlement agreement on terms agreed by both parties. We have extensive experience of leading on settlement negotiations and drafting contractual terms that support your commercial and reputational interests.

If you have a question or need help with disability discrimination, contact us.

 

Discounting Disability-Related Sickness Absence FAQs

 

What qualifies as disability-related sickness absence?

Disability-related sickness absence refers to time off work taken by an employee due to a condition or illness directly linked to their disability. This could include time off for medical appointments, treatment, or recovery periods associated with their disability.

 

Do I have to discount all disability-related absences?

While employers are encouraged to discount disability-related absences in certain contexts, such as during performance reviews or when considering disciplinary actions, each case should be evaluated individually. It’s important to consider the Equality Act 2010 and ensure that any decision made is fair and justifiable.

 

What are reasonable adjustments?

Reasonable adjustments are changes made in the workplace to accommodate a disabled employee’s needs, helping them to perform their job effectively. Examples include altering working hours, providing specialised equipment, or modifying job duties. The aim is to remove or reduce disadvantages faced by disabled employees.

 

How do I determine if an adjustment is ‘reasonable’?

The reasonableness of an adjustment depends on various factors, including the cost and practicality of the adjustment, the resources of the employer, and how effective the adjustment would be in enabling the employee to work. Employers should also consider the potential impact on other employees.

 

Can I ask for medical evidence to support a request for reasonable adjustments?

Employers can request medical evidence to better understand the nature of the employee’s disability and to determine appropriate adjustments. However, any request should be made sensitively, respecting the employee’s privacy and confidentiality.

 

What if other employees feel that discounting disability-related absences is unfair?

It’s essential to communicate clearly with all staff about the legal obligations and the purpose behind discounting disability-related absences. Employers should emphasise that this approach is part of their commitment to fairness and equality, ensuring all employees have the opportunity to work effectively.

 

Can an employee be dismissed for disability-related sickness absence?

Dismissal due to disability-related sickness absence can be risky and may lead to claims of unfair dismissal or discrimination. Employers must ensure they have made all reasonable adjustments and considered alternatives before taking any such action. Legal advice is often recommended in these situations.

 

How should disability-related absences be recorded?

Employers should record disability-related absences separately from other types of sickness absence. This helps in ensuring that such absences are not unfairly counted against the employee, particularly in relation to performance assessments or absence triggers.

 

Where can I find more information on managing disability-related absence?

The Equality and Human Rights Commission, ACAS, and GOV.UK offer detailed guidance and resources on managing disability-related absences and implementing reasonable adjustments in the workplace. Employers may also consider seeking advice from legal experts or HR professionals.

 

Glossary

 

Term Definition
Disability-Related Sickness Absence Time off work taken by an employee due to a condition or illness directly linked to their disability, including medical appointments, treatments, or recovery periods.
Reasonable Adjustments Modifications or changes made in the workplace to accommodate a disabled employee’s needs, enabling them to perform their job effectively. Examples include altered work hours, specialised equipment, or adjusted duties.
Equality Act 2010 A UK law that protects individuals from discrimination in the workplace and wider society, ensuring equal treatment for disabled people and requiring employers to make reasonable adjustments.
Discounting The practice of not counting certain types of sickness absence, such as disability-related absences, towards an employee’s absence record, particularly in performance reviews or disciplinary actions.
Occupational Health Services Services that provide health advice and support to employees, helping to manage work-related health issues, including disability-related conditions.
Unfair Dismissal Termination of employment by an employer without a fair reason or without following a fair process, which can lead to legal claims against the employer.
Discrimination Unfair or unequal treatment of individuals based on certain characteristics, such as disability, which is prohibited under the Equality Act 2010.
ACAS Advisory, Conciliation and Arbitration Service, a UK organisation that provides free and impartial information and advice to employers and employees on all aspects of workplace relations and employment law.
Sickness Absence Policy A set of guidelines established by an employer outlining how sickness absence is managed within the organisation, including procedures for reporting absences, supporting employees, and handling different types of absence.
Performance Review A regular evaluation of an employee’s work performance, during which absence records, including discounting of disability-related absences, may be considered.
Legal Obligations The duties and responsibilities imposed on employers by UK laws, such as the Equality Act 2010, regarding the treatment and support of disabled employees.
Mental Well-being The psychological state of an employee, encompassing emotional, psychological, and social well-being, which can be affected by disability-related absence and is important to support.
Confidentiality The requirement to keep an employee’s personal and medical information private and secure, particularly when handling disability-related absence and adjustments.
Performance Metrics Standards or measurements used to evaluate an employee’s job performance, which may need to account for disability-related absences appropriately to ensure fairness.
Employee Support Resources Tools, services, and programmes provided by employers or external organisations to assist employees in managing their disability-related needs and maintaining their well-being at work.

 

 

Author

Founder and Managing Director Anne Morris is a fully qualified solicitor and trusted adviser to large corporates through to SMEs, providing strategic immigration and global mobility advice to support employers with UK operations to meet their workforce needs through corporate immigration.

She is a recognised by Legal 500and Chambers as a legal expert and delivers Board-level advice on business migration and compliance risk management as well as overseeing the firm’s development of new client propositions and delivery of cost and time efficient processing of applications.

Anne is an active public speaker, immigration commentator, and immigration policy contributor and regularly hosts training sessions for employers and HR professionals

About DavidsonMorris

As employer solutions lawyers, DavidsonMorris offers a complete and cost-effective capability to meet employers’ needs across UK immigration and employment law, HR and global mobility.

Led by Anne Morris, one of the UK’s preeminent immigration lawyers, and with rankings in The Legal 500 and Chambers & Partners, we’re a multi-disciplinary team helping organisations to meet their people objectives, while reducing legal risk and nurturing workforce relations.

Read more about DavidsonMorris here

 

Legal Disclaimer

The matters contained in this article are intended to be for general information purposes only. This article does not constitute legal advice, nor is it a complete or authoritative statement of the law, and should not be treated as such. Whilst every effort is made to ensure that the information is correct at the time of writing, no warranty, express or implied, is given as to its accuracy and no liability is accepted for any error or omission. Before acting on any of the information contained herein, expert legal advice should be sought.

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