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Doctor's note workflow template

Send a doctor's note to HR. The diagnosis stays confidential: your manager only sees the days off.

3 steps 9 fields Confidential fields
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Free for 14 days. No credit card. You can change every step and field.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

  1. Doctor's note

    Whoever starts the request

    Fill in the dates and attach the note.

    5 fields in the request form
    • First day of absence * Date
    • Days * Number
    • Doctor or clinic * Text
    • Diagnosis code (ICD-10)Optional. Only HR sees it. Text
    • Doctor's note * Files

  2. Manager notice

    The requester’s manager

    Acknowledge the absence and plan the coverage. The diagnosis is not shown here.

    Due in 1 day (business time)
    1 field
    • Who covers the work Long text

  3. HR review

    A person or team you choose

    Validate the note and record the absence.

    Due in 2 days (business time)
    3 fields
    • Valid note? *Yes, No Choice
    • Why not? * Long text · when needed
    • Leave of absence Checkbox

Make it yours

  • Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
  • Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
  • Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
  • Add deadlines and reminders, counted in business hours if you want, and escalate late steps.

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Request → Manager approval → HR records → Sign the notice

Start from this template

Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.

Use this template