Within Natural HR, it is possible to use the form builder to create customised self-certification and return to work forms which can be completed electronically following an instance of absence.
What is the difference?
Self Certification forms require an employee to complete a section of the form themselves: once completed, these forms are stored against the instance of absence ready for the employee's manager or HR to complete their section of the form.
Return to work forms are sent directly to the manager following the instance of absence to be completed; the employee who the instance of absence relates to will not have the ability to complete or view this form.
Enabling Self Certification and Return forms
Once the form has been created within the form builder, there are a couple of settings which will need to be changed in order for this to be enabled:
1) Select which Self-certification or Return to work form you would like to use
You will need to go to:
Administration > Company > Settings >Time off settings (global)
Under the section labelled "Absence settings", you will need to select the form which you have built beneath either the Self-certification form field or the Return to work form field.
Once you have selected the form which you would like to use, select Submit at the bottom of the page to save the change.
If you require a self certification form or Return to work form to be triggered after a certain duration: For example, trigger a self-certification form if the absence is longer than 5 days, you should enter the trigger duration in the Return to work trigger duration or Self certification trigger duration respectively.
2) Select which time off types require a Return to Work form or Self certification form
You will need to indicate to the system which of your time off types requires a return to work or Self certification form. To do so, you will need to go to:
Administration > HR > Time off management > Time off types
Here, you can either add your new time off type or edit an existing one.
Once inside the settings for the individual time off type, you will need to use the Return to work required or Self certification required fields to indicate if this type requires either of these forms to be completed.
Once completed, select Submit at the bottom of the page to save the change.
Completing a Return to work form
Once set up, if a return to work form is required following an instance of absence, the employees manager will receive a notification prompting them to complete the return to work form.
The manager will then be able to review the details of the absence whilst completing the form by clicking on the item in their workflow.
Once completed, the Return to work form can be viewed at any time against the instance of absence under:
Time and attendance > Timeoff
Completing a Self Certification form
Once an instance of absence requiring a Self certification form has been entered into the system, the relevant employee will receive an email notification to suggest that this needs to be completed; the employee will also receive a banner under "Notices" on their home screen which will allow them to complete the form.
Once submitted, this form will be fed back to the employee's manager to review and complete their section if necessary.