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:

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.