Return to work form

Plan an employee’s return after leave or injury: date, any restrictions, schedule and a check-in.

Use it on screen
Return to work formReturn detailsRestrictionsScheduleRe-onboarding↩️
How to use itComplete it before or on the first day back. If a provider has set restrictions, plan duties within them and set a date to review.

Who uses the return to work form and when

A planned return helps the employee and the team: the schedule is ready, duties are clear and any restrictions are respected.

After a workplace injury, workers’ compensation rules may apply. Disability laws may also require you to consider reasonable accommodations. Get advice when restrictions are involved.

15 items. Fill it in on screen or print a copy.

Return details

Restrictions

Schedule

Re-onboarding

How to put it to work

  1. Contact the employee before the return.
  2. Plan the schedule early.
  3. Respect restrictions.
  4. Check in after the first week.
  5. Keep medical documents separate.

How one team uses it

A delivery driver returns after a knee injury with a two-week restriction on lifting over a set weight. He is assigned dispatch support for two weeks and returns to routes after the review.

Why it matters

A written return plan shows the employer received the provider’s restrictions and assigned work within them, which lowers the risk of re-injury and supports workers’ compensation and disability accommodation obligations. The fixed review date prevents temporary restrictions from drifting into a permanent, undocumented change.

A filled-in return to work form

Employee and role Marcus, stocker, Hilltop Grocery, Spokane
Absence category Work injury, workers’ comp claim
Return date October 6, partial return
Restrictions No lifting over 20 lb for 3 weeks
Duties adjusted Price checks, shelf facing, front-end bagging
Hours first weeks 6-hour shifts, weekdays only
Review date October 27

Restrictions are recorded exactly as the provider wrote them, and the duties listed are ones the store already has, so nothing is invented just to fill time.

What we see go wrong with a return to work form

Customizing the return to work form

Physically demanding jobsBuild a graded return over two or three weeks, adding tasks as strength returns rather than all at once.
Office and remote teamsBook a short catch-up on system changes and passwords, since access is often what blocks day one.
From the fieldCall the employee a few days before the return just to say the team is expecting them. It eases nerves and surfaces questions before the first shift.

Frequently asked questions

Is a doctor’s release required?

Policies vary; follow the law and your policy.

What if restrictions continue?

Discuss accommodations; get advice.

Do I need a meeting?

A short meeting helps a lot.

Where to keep the form?

In the personnel file; medical documents separately.

Can I ask what medical condition caused the absence?

Generally you should ask only for what you need to plan the return, such as the date and any work restrictions from the provider. The Americans with Disabilities Act limits medical inquiries to those that are job-related and consistent with business necessity. Keep any medical documents in a separate confidential file, not with this form.

What is light duty and do I have to offer it?

Light duty is a temporary set of tasks that fit within someone’s restrictions, such as desk or dispatch work instead of lifting. Whether you must offer it depends on your policy, workers’ compensation rules and, for some conditions, ADA accommodation duties. Record the adjusted duties and the review date on the form so the temporary arrangement has a clear end.

Related resources

More for the same job

Keep reading

Paperless forms and e-signatures

Employees can fill in and sign forms like this in the EZTime app, and the signed copy lands in their digital employee file. Book a demo if you want a walkthrough.

Disclaimer: This template is general information, not legal advice. Employment rules differ by state and city and change over time. Have a qualified employment attorney or HR professional review it before you use it.