Self-Certification Form Recipe
This form recipe will detail the steps required to create a simple self-certification form for unauthorised absences. If you'd like to use this recipe as a base-line for creating your own self-certification form it's a good way to get a complete form which you can add to or alter after it's creation.
The Form
There are a few different fields within the form creation page which we need to configure, please find them listed below along with the values we'll use.
- Form Name - Self-Certification Form
- Form Description - Add as required.
-
Form Type - Self-Certification.
- (if you are using the form with our default Self-Certification process then the form type would be self-certification, if you plan to use this form within a workflow you should change the form type to Other).
- Form Tag - Add as required.
- Rotate Download - No (this is entirely up to you regarding how you'd like form downloads to display in a CSV).
- Trigger Workflow on Submission - Blank
- Status - Active.
Once those fields are all filled in click Submit, you should then see a green success banner.
If you now click the Build Form button you'll be taken into the form builder where we can add in our fields.
Form Builder
First we'll add a heading to the form:
- Field Display Label - Self Certification Form.
- Mandatory Field - No.
- Field Type - Heading.
- Values - Self-Certification Form.
- Field Access - Employee can view only.
No need for any advanced options changes here so we can just click Add, you'll then see the field on the right like so:
Now we'll add the rest of our fields for the employee to input information into:
(only add this field if you're using an Other form and using this form within a workflow):
Employee Name:
- Field Display Label - Employee Name.
- Mandatory Field - Yes.
- Field Type - Assigned Employee.
- Field Access - Employee can view only.
First Date Unfit for Work:
- Field Display Label - First Date Unfit for Work.
- Mandatory Field - Yes.
- Field Type - Date field.
- Field Access - Employee can update field.
- No advanced options needed.
Late Date Unfit for Work:
- Field Display Label - Last Date Unfit for Work.
- Mandatory Field - Yes.
- Field Type - Date field.
- Field Access - Employee can update field.
- No advanced options needed.
Date of Return to Work:
- Field Display Label - Last Date Unfit for Work.
- Mandatory Field - Yes.
- Field Type - Date field.
- Field Access - Employee can update field.
- No advanced options needed.
Reason for Absence:
- Field Display Label - Reason for Absence.
- Mandatory Field - Yes.
- Field Type - Text Area - Multiple Line.
- Field Access - Employee can update field.
- No advanced options needed.
Action Required During Absence?:
- Field Display Label - Action Required During Absence?.
- Mandatory Field - Yes.
- Field Type - Yes and No.
- Field Access - Employee can update field.
- No advanced options needed.
Date Submitted:
- Field Display Label - Date Submitted?.
- Mandatory Field - Yes.
- Field Type - Date Field.
- Field Access - Employee can update field.
- No advanced options needed.
Employee Signature field:
- Field Display Label - Employee Signature.
- Mandatory Field - Yes.
- Field Type - Electronic Signature.
- Values - Anything entered in this field will show as the field label, I've left the field blank but feel free to enter something if you'd like a label.
- Field Access - Employee can update field.
- No advanced options needed.
Completed?:
- Field Display Label - Completed?.
- Mandatory Field - Yes.
- Field Type - Completed.
- Field Access - Employee can update field.
- No advanced options needed.
Once all of these fields are added it should look like so:
Now that the form is complete you can set it as your default self-certification form within Time Off Settings (global). For more information on Self-Certification forms please check this article: Self certification forms – Natural HR Support.
Once set as your Self-Certification form, when an employee has time off which requires a self-cert booked for them they'll receive a notice in their to do's and an email to complete this form.
This guide serves as a guideline for creating a very simple Self-Certification form, if you'd like to adjust the form or add new fields to it then feel free to use this as a foundation for your own form.
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