This form recipe will detail the steps required to create a simple Return To Work form for unauthorised absences. If you'd like to use this recipe as a base-line for creating your own Return To Work 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.

1. Form Name - Return To Work
2. Form Description - Add as required.
3. Form Type - Return To Work.
   • (if you are using the form with our default Return To Work process then the form type would be Return To Work, if you plan to use this form within a workflow you should change the form type to Other).
4. Form Tag - Add as required.
5. Rotate Download - No (this is entirely up to you regarding how you'd like form downloads to display in a CSV).
6. Trigger Workflow on Submission - Blank
7. 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:

1. Field Display Label - Return To Work Form.
2. Mandatory Field - No.
3. Field Type - Heading.
4. Values - Return To Work Form.
5. 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:

Full Name:

1. Field Display Label - Full Name.
2. Mandatory Field - Yes.
3. Field Type - Assigned Employee.
4. Field Access - Employee cannot view or update field.
5. No advanced options needed.

Start Date of Absence:

1. Field Display Label - Start Date of Absence.
2. Mandatory Field - Yes.
3. Field Type - Date Field.
4. Field Access - Employee can update field.
5. No advanced options needed.

End Date of Absence:

1. Field Display Label - End Date of Absence.
2. Mandatory Field - Yes.
3. Field Type - Number.
4. Field Access - Employee can update field.
5. No advanced options needed.

Reason For Absence:

1. Field Display Label - Reason For Absence.
2. Mandatory Field - Yes.
3. Field Type - Select Dropdown.
4. Values - (Enter your absence reasons here).
5. Field Access - Employee can update field.
6. No advanced options needed.

Record of Discussion:

1. Field Display Label - Record of Discussion.
2. Mandatory Field - Yes.
3. Field Type - Text Area - multiple line.
4. Field Access - Employee can update field.
5. No advanced options needed.

Agreed Support and Adjustments:

1. Field Display Label - Record of Discussion.
2. Mandatory Field - Yes.
3. Field Type - Text Area - multiple line.
4. Field Access - Employee can update field.
5. No advanced options needed.

Absence Occasions:

1. Field Display Label - Absence Occasions.
2. Mandatory Field - Yes.
3. Field Type - Text Area - single line.
4. Field Access - Employee can update field.
5. No advanced options needed.

Manager Signature:

1. Field Display Label - Manager Signature.
2. Mandatory Field - Yes.
3. Field Type - Electronic Signature.
4. Field Access - Employee can update field.
5. No advanced options needed.

Date of Completion:

1. Field Display Label - Date of Completion.
2. Mandatory Field - Yes.
3. Field Type - Date Field.
4. Field Access - Employee can update field.
5. No advanced options needed.

Manager Name:

1. Field Display Label - Manager Name.
2. Mandatory Field - Yes.
3. Field Type - Managers List.
4. Field Access - Employee can update field.
5. No advanced options needed.

Form Completed:

1. Field Display Label - Form Completed.
2. Mandatory Field - Yes.
3. Field Type - Completed.
4. Field Access - Employee can update field.
5. 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 Return To Work form within Time Off Settings (global). For more information on Return To Work forms please check this article: Return to Work Forms – Natural HR Support

Once set as your Return To Work form, when an employee has time off which requires a return to work 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 return to work 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.