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Return to work form

Updated

Available for the following plans: Lite, Plus, Engage, Elite, Unlimited
Available for the following HR plans: Standard, Premium, Platinum
Available for the following user access levels: Employee, Manager, Admin

A return to work form is used to ‌record ‌the reason for an employee's absence after returning from leave.

The return to work form is available within the leave module, so that employees and managers can easily access them upon return of the employee. This article will explain how to complete a return to work form and apply it to the leave management settings.

Important

You will need to select the Leave Reasons Required option so that the drop-down appears in the on the Leave Request page, otherwise you cannot submit a return to work request.

Getting started

Add return to work form to leave type
  1. Log into your Employment Hero platform.
  2. Click the  General Settings menu.
  3. Click the Leave Settings submenu.
  4. Click the Add Leave Type button.
    rtwform01.jpg
  5. Add the details of the leave type.
  6. Check the Return to work form checkbox.
    rtw01.jpg
  7. Click the Save button.
    rtw02.jpg
  8. Add details of the Leave Policy and click the Save button.
    rtwform04.jpg
  9. Assign the leave type to the applicable employees and click the Save button.
    rtwform05.jpg
Complete a return to work form - Employee
  1. When your leave request has been accepted, log into platform.
  2. Click the Time menu.
  3. Click the Leave submenu.
  4. Select the Return to work form.
    rtwformemp01.jpg
  5. Enter appropriate details regarding your return to work.
    rtwformemp02.jpg
  6. Check the Declaration box, then select the Submit Declaration option.
    rtwformemp03.jpg
Complete a return to work form - Manager
  1. Log into your Employment Hero platform.
  2. Click the Time menu.
  3. Clikc the Leave Management submenu.
  4. Select the employee with the Return to Work form you would like to complete.
    rtwformmgr01.jpg
  5. Add notes and comments related to the form.
    rtwformmgr02.jpg
  6. View any relevant documents uploaded by the employee.
    rtwformmgr03.jpg
  7. Check the Declaration checkbox, then click the Submit Declaration button.
    rtwformmgr04.jpg

Warning

The declaration should only be submitted once both the employee and manager have completed their comments, and any internal meetings have taken place.
If you submit your declaration before the other party completes their comments, this will lock the form and no longer be editable.

View a return to work form as an admin user

Even if an admin is not an employee's primary or secondary manager, the admin can still view a return to work form. Watch the interactive demo above or follow the written instructions below on how to do this.

  1. Log into your Employment Hero platform.
  2. Click the Time menu.
  3. Click the Time off Management submenu.
  4. Click on Filters.
  5. Click on Reporting Personnel.
  6. Click on All Personnel.
  7. Click on Apply.
  8. Click back on Filters.
  9. Select Time off type.
  10. Choose Sick.
  11. Click on Apply. 
  12. Click back on Filters.
  13. Click on Status.
  14. Select Approved.
  15. In the Info column, you will be able to see the return to work forms by hovering over the page icon. Click on the page icon to view the RTW form.

Important

A return to work (RTW) form cannot be deleted. If you no longer need a form or need it to be completed again, use one of the following options instead:

  • Option 1: Mark as Not Required – If the documentation is no longer necessary, you can simply log into the platform and mark the current RTW form as not required.
  • Option 2: Regenerate a Fresh Form – If the RTW form needs to be entirely resubmitted by the employee, you will need to delete the specific period of leave and log it again. Re-entering the leave request from scratch will automatically trigger and generate a brand-new form.

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