Introduction
Managing employee wellbeing after sickness is key to a safe and supportive workplace. This workflow kicks in automatically when a sickness entry is logged for an employee who requires a return to work form, based on your configured settings.
The employee first completes their section of the form using predefined questions, then their manager receives it for review and confirmation, then HR to review and sign off - ensuring a smooth, documented, and compliant return to work process.
This is different to the Standard Return to Work workflow due to it having a final step required for HR, and sits in the employee's record for easy history tracking.
How it works
Employee receives a task to complete the first section of the return to work form.
Once the employee has completed all mandatory sections and ticked the 'Confirmation' tick box at the bottom, the option to 'Sign' will then become available.
The manager then receives an email confirming the employee has completed this, and will have a task to review and confirm.
Once completed, the HR team receive the whole form to review and sign off.
Once all mandatory items have been completed, they will then be able to 'Sign' and complete the task and therefore, the return to work workflow will end.
If you're on the Elite Tier and have access to the Screen Designer, you have the ability to edit these questions, although it still requires the 3 sections for each recipient - Employee, Manager and HR.
When making changes to the fields on this screen, it’s important to also update the Screen Variants, as this is what defines which part of the review we send to who.
Click here for an article on how to create or edit a screen, or scroll to the bottom of that article to learn more about Screen Variants.
How to get this Workflow
If you're interested in this workflow, please reach out to support.
FAQs
When does the Return to Work task get triggered?
The Return to Work task is automatically assigned as soon as a sickness record that requires a return to work is added. This ensures the assignee is aware that the task must be completed by the sickness end date. The due date for the task is set to the same date the sickness ends.