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return to work form

  • May 18, 2026
  • 1 reply
  • 82 views
G
Getting Started

In ireland - when employee has been out sick and on their first day back to work - a return to work is carried out and this essentially a : 

 

The main purpose of a RTW form is to essentially capture the following:

 

  • reason for absence,
  • period of absence,
  • nature of illness (if provided by employee) – depending on what details employees divulge, it may necessitate a referral to occupational health,  
  • are they fit to RTW,
  • do they need any supports/reasonable accommodations to be put in place to support their RTW.
  • sharing information/reminding employees of policy and procedure/social welfare/provision of sick notes/updates in work etc.   

Is there away to automate this on Personio or can this be done through survey? 

Best answer by MichiCS

Hi ​@Ganaa

thank you for reaching out concerning the back to work workflow.

I would actually recommend using Custom Workflows in order to set this up instead of Surveys (e.g. you cannot upload documents/attachments in a survey)

I would recommend setting this workflow up from scratch:

  1. Automations > Create workflow > Start from scratch

  2. Time based > relative to a date

  3. Select date attribute > employee time off end date

  4. Workflow starts > Before/after event date > X amount of days before

  5. Conditions > Select all the absence types where this workflow should trigger

  6. Set optional rules > Add

  7. You can then decide if you want to use tasks or mails or adding the person to a specific survey (I would not recommend the latter)

Feel free to give it a try. It can solve your issue eventually :)

1 reply

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  • MichiCSCommunity Moderator
  • Community Moderator
  • Answer
  • June 9, 2026

Hi ​@Ganaa

thank you for reaching out concerning the back to work workflow.

I would actually recommend using Custom Workflows in order to set this up instead of Surveys (e.g. you cannot upload documents/attachments in a survey)

I would recommend setting this workflow up from scratch:

  1. Automations > Create workflow > Start from scratch

  2. Time based > relative to a date

  3. Select date attribute > employee time off end date

  4. Workflow starts > Before/after event date > X amount of days before

  5. Conditions > Select all the absence types where this workflow should trigger

  6. Set optional rules > Add

  7. You can then decide if you want to use tasks or mails or adding the person to a specific survey (I would not recommend the latter)

Feel free to give it a try. It can solve your issue eventually :)

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