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Answered

return to work form

  • May 18, 2026
  • 3 replies
  • 136 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 :)

3 replies

M
Community Moderator
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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 :)

    G
    Getting Started
    • GanaaGetting Started
    • Author
    • Getting Started
    • June 11, 2026

    Morning ​@MichiCS , I appreciate the response. :) 

     

    We already have this similar workflow in place, so once a employee return to work on their first day of return - this triggers a notification to them to carry out ‘return to work’ which directs them to the MS form and they submit it. I am looking for ways to stay within the system and to do this form in the system when this interviews/conversation are had. Meaning that when they are triggered the notification ( that they can press on it and do the form within Personio ) 

     

    Thank you.

    M
    Community Moderator
    Forum|alt.badge.img
    • MichiCSCommunity Moderator
    • Community Moderator
    • June 11, 2026

    Hi ​@Ganaa 

    thanks for your reply.

     

    I can see that this is a solution that does not fit your case 100%. Unfortunately there are no other alternatives inside of Personio.

    I would recommend to share your feedback with us if this current setup is not the one you need. Feel free to do so: Support > Share feedback :)

    Thanks.

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