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.

1. Form Name - Self-Certification Form
2. Form Description - Add as required.
3. 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).
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 - Self Certification Form.
2. Mandatory Field - No.
3. Field Type - Heading.
4. Values - Self-Certification 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:

First Date Unfit for Work:

1. Field Display Label - First Date Unfit for Work.
2. Mandatory Field - Yes.
3. Field Type - Date field.
4. Field Access - Employee can update field.
5. No advanced options needed.

Late Date Unfit for Work:

1. Field Display Label - Last Date Unfit for Work.
2. Mandatory Field - Yes.
3. Field Type - Date field.
4. Field Access - Employee can update field.
5. No advanced options needed.

Date of Return to Work:

1. Field Display Label - Last Date Unfit for Work.
2. Mandatory Field - Yes.
3. Field Type - Date field.
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 - Text Area - Multiple Line.
4. Field Access - Employee can update field.
5. No advanced options needed.

Action Required During Absence?:

1. Field Display Label - Action Required During Absence?.
2. Mandatory Field - Yes.
3. Field Type - Yes and No.
4. Field Access - Employee can update field.
5. No advanced options needed.

Date Submitted:

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

Employee Signature field:

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

Completed?:

1. Field Display Label - 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 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.