Return to Work

Within HRWize, return to work forms can be created using our form builder. This form can then be automatically published out to line managers for them to complete to ensure that the employee is fit to return to work following a period of sickness absence.

Setting Up a Return to Work

First, you will need to create your return to work form to do this as an Admin or HR user in:

Administration > Company or HR > Form builder

Select the 'Add' button below the table to add a new form.

You will then be asked to fill in the information relating to your return to work form. At a minimum, all of the fields marked with a * will need to be completed.

You must also ensure to select "Return to Work" within the Form Type drop-down list:

Once this has been submitted, this will open the Return to work form builder where you can start adding fields.

Field display label - This is the text you wish to show on the screen on your form.
Mandatory - If you choose yes, the form will not be able to be submitted unless there is a value in the field
Field type - There are several options that you can select from the drop-down list for the field types you want to use on your form.

Click on 'Show advanced options' to see the following options for this field.

Database field name - This is the name for the field in the database. This value must be unique and can only contain letters, numbers, and underscore and may only start with a letter - spaces are not permitted. If you enter an invalid value, it will show an error when you add the field. Once the field is added, this value cannot be changed.
Clone Field - If you choose yes, this field should be placed inside clone start and end and this and any other fields inside the clone group will be able to be cloned (duplicated) on the finished form.
Field description - This is the text you can display as a tool tip icon on the form (the question mark) to help people understand how to fill in the field.
Uneditable once completed - If you choose 'Yes', once this field has a value entered into it and the form is submitted, that field will not be able to be changed again.
Field order - You can use this to manually set the sort order of fields within the form. So, for example, a field with order 1 will appear above a field with order 2 - note, if you subsequently use drag and drop, field ordering values will be reset from 1 and this value will be updated sequentially based on the field's relative position within the form.

Once you have added the required fields to your form - click on the 'Finish building form' button.

Click here for more information on the form builder.

Enabling Your Return to Work Form

To enable the form and set it to run automatically, you will need to tell the system that this is the form that you would like to use. Go to:

Administration > Company > Settings > Timeoff settings (global)

Under the Absence Settings section, you will need to select your chosen form within the "Return to work field":

Click on 'Submit' at the bottom of the page to save changes.

As a final step, you will need to select which time off type requires a return to work form by going to:

Administration > HR > Time off management > Time off types

From here, you can either add a new time off type using the 'Add' button at the bottom or you can edit an existing time off type using the 'Edit' action beneath the Actions column.

Once inside either screen, you will need to set the return to work field to 'Yes' under the Absence Settings and select 'Submit'. Your return to work form will now be activated be ready to use.

Complete a Return to Work Form

Once set up, if a return to work form is required following an instance of absence, the employee's manager will receive a notification prompting them to complete the return to work form.