RETURN TO WORK CHECKLIST (HR)

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--- PRE-RETURN PLANNING & COMMUNICATION ---
[ ] Anticipated Return Date
[ ] Reason for Absence (brief summary)
[ ] Communication Method Preference (Email, Phone, Video Conference)
[ ] Contact Person for Return-Related Questions
[ ] Date of Last Communication with Employee
[ ] Summary of Pre-Return Communication

--- MEDICAL/LEGAL DOCUMENTATION REVIEW ---
[ ] Date of Medical Clearance/Fit Note Received
[ ] Upload Medical Clearance/Fit Note
[ ] Type of Medical Documentation Received (Fit Note, Medical Certificate, Doctor's Letter, Other)
[ ] Summary of Medical Professional's Recommendations (if any)
[ ] Legal Documentation Received (if applicable) (Release of Information, Settlement Agreement, Other Legal Document, None)
[ ] Upload Legal Documentation (if applicable)
[ ] Notes on Legal Documentation Review

--- WORKPLACE ADJUSTMENTS & ACCOMMODATIONS ---
[ ] Reason for Accommodation (if applicable) (Medical Condition, Disability, Other, Not Applicable)
[ ] Detailed Description of Accommodation Required
[ ] Adjusted Work Hours (if applicable)
[ ] Date Accommodation Implemented
[ ] Type of Workplace Adjustment (Ergonomic Equipment, Modified Workspace, Flexible Schedule, Assistive Technology, Other)
[ ] Supporting Documentation (e.g., medical note)

--- JOB ROLE & RESPONSIBILITIES CONFIRMATION ---
[ ] Summary of Job Responsibilities
[ ] Reporting Structure Confirmation (Direct Supervisor, Department Head, Cross-Functional Team)
[ ] Key Performance Indicators (KPIs) - Target Value
[ ] Date of Last Performance Review
[ ] Core Competencies Revisited (Communication, Teamwork, Problem-Solving, Leadership)
[ ] Confirmation of Role Changes (if any)

--- TRAINING & UPDATES ---
[ ] Date of Last Training Completion
[ ] Training Modules Required (Select all that apply) (Policy Updates, Safety Procedures, Harassment Prevention, Data Privacy, Performance Management)
[ ] Summary of Key Training Updates Discussed
[ ] Proof of Training Completion (e.g., Certificate)
[ ] Training Delivery Method (Online Module, Instructor-Led Session, Hybrid (Online & Instructor))
[ ] Training Module Duration (minutes)

--- PERFORMANCE EXPECTATIONS & GOALS ---
[ ] Summary of Key Performance Expectations
[ ] Quantitative Goal 1 (e.g., Sales Target)
[ ] Quantitative Goal 2 (e.g., Project Completion Rate)
[ ] Performance Metric 1 Weighting (e.g., 1-5 scale) (1 - Low Importance, 2 - Moderate Importance, 3 - Average Importance, 4 - High Importance, 5 - Critical Importance)
[ ] Goal Review Date
[ ] Specific Actions Needed for Improvement (if applicable)

--- ONGOING SUPPORT & MONITORING ---
[ ] Follow-up Meeting Scheduled Date
[ ] Scheduled Check-in Time
[ ] Frequency of Check-ins (e.g., weekly, bi-weekly)
[ ] Check-in Method (e.g., 1:1, Team Meeting, Email) (1:1 Meeting, Team Meeting, Email, Phone Call)
[ ] Notes from Check-in Meeting
[ ] Employee Satisfaction Level (after check-in) (Very Satisfied, Satisfied, Neutral, Dissatisfied, Very Dissatisfied)

--- CONFIDENTIALITY AND DATA SECURITY ---
[ ] Employee Acknowledgement of Confidentiality Agreement
[ ] Summary of Confidential Information Access Restrictions
[ ] Data Handling Protocol Adherence (Fully Compliant, Partially Compliant, Non-Compliant)
[ ] Types of Confidential Data Accessed (Select all that apply) (Personal Identifiable Information (PII), Financial Records, Medical Information, Proprietary Business Data)
[ ] Date of Confidentiality Training Completion
[ ] Employee Signature Acknowledging Data Security Responsibilities

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