Introduction
Managing employee wellbeing after sickness is an important part of creating a safe, supportive, and compliant workplace. This workflow automatically starts when a sickness record is logged for an employee who requires a Return to Work form, based on your configured settings.
By default, the workflow consists of two steps, with the employee completing the form first and their manager reviewing it afterwards. The workflow and screen is configurable, allowing you to tailor the steps, questions, participants, and trigger to suit your organisation's return to work process.
Configurations
You can configure up to 6 steps depending on your review process and fully customise the screen with additional/less steps, change the questions asked and decide who gets which step.
You can also choose a delay option, so that instead of the Return to Work form being triggered as soon as the sickness is added, to delay it until the next working day that does not have a sickness, or trigger automatically on the employee's first clock in back to work.
Click here to learn more about configurable workflows.
How it works (without Delay)
Employee receives a task to complete the first section of the return to work form.
Once the employee has completed all mandatory sections and ticked the 'Confirmation' tick box at the bottom, the option to 'Sign' will then become available.
The manager then receives an email confirming the employee has completed this, and will have a task to review and confirm.
Once all mandatory items have been completed, they will then be able to 'Sign' and complete the task and therefore, the return to work workflow will end.
How it works (with Delay until next clock)
1. Sickness is added
A sickness record is logged that requires a Return to Work completion.
2. Delay
The workflow delays until the employee next clocks in.
3. Trigger
Return to work form is triggered.
How it works (with Delay until next working day)
1. Sickness is added
A sickness record is logged that requires a Return to Work completion.
2. Initial delay
The workflow delays until one day after the sickness end date, or if one day sickness, tomorrow.
3. Check work pattern
After the delay, the workflow checks the employee’s work pattern for “today”:
If today is a non-working day:
The workflow delays until tomorrow and checks again until a working day.
If today is a working day:
If the work pattern includes a start time, the workflow delays until two hours after the start time.
If no work pattern exists, the workflow delays until 11:00 AM.
4. Check for active sickness
After that delay, the workflow checks if there is still a sickness record covering today:
If sickness is still active:
The workflow delays until tomorrow and returns to Step 3.If no sickness is active:
The workflow triggers the Return to work process.
Screen customisation
This workflow comes with predefined questions and set permissions.
You can edit these questions using the Screen Designer. When making changes to the fields on this screen, it’s important to also update the Screen Variants.
Click here for an article on how to create or edit a screen, and scroll to the bottom of the page to learn more about Screen Variants.
When editing a screen that is related to a workflow, it is important to ensure that any requirements are taken into account. Please check the Requirements section of this article.