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Absence Setup - Self-certification or Return to Work form

Who this is for: Administrators. Requires 'Absence Setup' permission.


Overview:
This guide explains how to attach Self-Certification or Return to Work forms to unplanned absence types (e.g., Sickness), triggering them when users book leave.


How Self-Certification Forms Work:
When enabled, these forms automatically prompt users to complete additional details (e.g., illness symptoms, return dates) upon booking an unplanned absence. This streamlines compliance and record-keeping.


Available form types:

  1. Self-Certification (User-only)
  2. Self-Cert and RTW combined (User and Manager)
  3. Return to Work (Manager-only)


How to Set Up Self-Certification Forms:

  1. Navigate to Admin Tools > Admin Panel
  2. Select Global > Absence Types in the left panel
  3. Find the absence type (browse or use search filter)
  4. Click Edit next to the absence type
  5. Under General Settings, locate Additional Form
  6. Select your preferred form type
  7. Click Save (top-right corner)


Additional Information:

  • Key terms:
    • Unplanned Absence: Leave booked without prior notice (e.g., sudden illness); an absence type that is set up as an unplanned absence type.
    • Self-Certification Form: Captures absence details and any comments from the absentee.
    • Return to Work Form: Documents post-absence checks
  • Prerequisites: 'Absence Setup' permission required
  • Best practices:
    • Use for high-compliance absence types
    • Test with a small user group first
  • Important: Only available for unplanned absence types
  • Pro tip: Use search to quickly locate absence types

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