# Return to Work Plan Template, Free Source: https://nerix.ai/templates/return-to-work-plan Agree a safe, step by step return after illness, injury or long leave, with support and review dates. Before you send it This is a template, not legal advice. Health details are private. Record only what the employee agrees to share and what you need to plan the work, and keep the plan in a locked file. Some places require reasonable adjustments or give extra rights. Check local rules. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/return-to-work-plan) ### Return-to-work plan **Company:** Brightwater Analytics **Employee:** Maria Santos **Job title:** Customer Success Manager **Manager:** Daniel Ferreira **Reason for absence:** Reason for the absence **Absence began:** 8 November 2026 **Return date:** 15 February 2027 ## 1. Purpose This plan helps Maria Santos return to work safely and with support. It is agreed together, kept private, and can be changed as the person recovers. ## 2. Advice we have Fit to return with a phased start. No lifting over 5 kg for four weeks. ## 3. Duties on return Week 1 to 2: handle existing accounts only Week 3 to 4: add new client calls From week 5: full duties ## 4. Hours and place of work Mornings only for two weeks (9:00 to 13:00), then 6 hours a day for two weeks, then normal hours. Home on Wednesdays. ## 5. Adjustments A height-adjustable desk A quiet space for calls Extra breaks every hour ## 6. Support A buddy for the first month Access to the employee assistance line Time off for appointments **Pay:** Full pay for the first four weeks, as agreed ## 7. Keeping in touch Before the return date, Daniel Ferreira and Maria Santos will talk about how the first day will go, what colleagues will be told and what is private. Nothing about health is shared with colleagues unless Maria Santos agrees. ## 8. Reviews We will meet on: 22 February, 8 March and 29 March 2027 At each review we check how the person feels, whether the duties and hours still fit, and whether anything needs to change. If the plan is not working, either side can ask for an earlier review. ## 9. If things get harder If symptoms return or the work is too much, tell Daniel Ferreira at once. We will look again at the duties, hours and support, and take advice if needed. ## Agreed **Employee:** Maria Santos Signature: ______________________ Date: ____________ **Manager:** Daniel Ferreira Signature: ______________________ Date: ____________ Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. People and HR ## What this template is for A return-to-work plan for an employee coming back after illness, injury or long leave: duties, adjustments, hours, support and review dates. Fill it in online. It is free to fill in online, needs no account, and downloads as a Word document or a PDF. [See all People and HR templates](https://nerix.ai/templates/people-hr) People and HR ## What you fill in The form asks for 14 details. The document fills itself in as you type. - ### Company name For example: Brightwater Analytics - ### Employee For example: Maria Santos - ### Job title For example: Customer Success Manager - ### Manager For example: Daniel Ferreira - ### Reason for the absence - ### Absence started For example: 8 November 2026 - ### Return date For example: 15 February 2027 - ### Advice from the doctor or health adviser (optional) optional Only what the employee has agreed to share, and what affects the work. For example: Fit to return with a phased start. No lifting over 5 kg for four weeks. - ### Duties on return What the person will and will not do at first, and when that grows. For example: Week 1 to 2: handle existing accounts only Week 3 to 4: add new client calls From week 5: full duties - ### Hours and where they work For example: Mornings only for two weeks (9:00 to 13:00), then 6 hours a day for two weeks, then normal hours. Home on Wednesdays. - ### Adjustments and equipment (optional) optional One per line. For example: A height-adjustable desk A quiet space for calls Extra breaks every hour - ### Support offered (optional) optional For example: A buddy for the first month Access to the employee assistance line Time off for appointments - ### Pay during the phased return (optional) optional Be clear: this must match the contract, policy and law. For example: Full pay for the first four weeks, as agreed - ### Review dates At least a first check in the first week or two. For example: 22 February, 8 March and 29 March 2027 People and HR ## What is inside The parts of this document, in order. - 1 1. Purpose - 2 2. Advice we have - 3 3. Duties on return - 4 4. Hours and place of work - 5 5. Adjustments - 6 6. Support - 7 7. Keeping in touch - 8 8. Reviews - 9 9. If things get harder - 10 Agreed Templates ## How it works - 01 ### Fill in Type your details in the form. The document fills itself in as you type; click any gap to jump to its field. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=return-to-work-plan) ### Was this template helpful? People and HR ## Questions people ask ### What details does this template ask for? The form asks for 14 details, starting with Company name, Employee, Job title, Manager, Reason for the absence. 4 more are optional. ### Can I download this template as Word or PDF? Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account. ### Is what I type sent anywhere? No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat. ### What should I check before I use this template? This is a template, not legal advice. Health details are private. Record only what the employee agrees to share and what you need to plan the work, and keep the plan in a locked file. Some places require reasonable adjustments or give extra rights. Check local rules. ### Are these HR templates free? Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price. ### Do the HR templates follow my country's employment law? They assume no country's law. Employment rules differ a lot, so each template says where to check local requirements before you use it. ### Can a small team use them too? Yes. They work for a team of two or a company of two thousand, and you can cut any section you do not need in the Word version. Templates ## More in People and HR - [30 60 90 day plan Turn the first three months of a new role into clear goals, people to meet and check-ins. People and HR](https://nerix.ai/templates/thirty-sixty-ninety-day-plan) - [360 degree feedback form Gather ratings and comments about one person from the people who work with them, then use them to grow. People and HR](https://nerix.ai/templates/360-degree-feedback-form) - [Business travel policy Set clear rules for work trips: who approves, how to book, what is covered and how to claim. People and HR](https://nerix.ai/templates/travel-policy) - [Code of conduct Set out how everyone at your company is expected to behave, and how to raise a concern. 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