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Medical Leave Management Free Template

The Medical Leave Management template is a simple workflow to receive requests and follow up with your employees, until they return to work. Centralize, streamline and automate HR management to be more efficient and give the support your team needs when they get sick.

Receive, manage, and analyze all requests, in a single place

From receiving the medical leave request to physical evaluation information and the date when your employee is set to return, you will have every phase you need to cover your process from end-to-end, in a single platform. Never toggle between tools again, getting lost in emails and spreadsheets, to deal with leave requests.

Use this free template to streamline your process, eliminate repetitive work, and provide high-level support to your employees when they need it the most. Centralize all requests in a single platform, standardize your workflow and be on top of deadlines, medical certificates and return dates.

In addition, your team can stop wasting time with repetitive answers about request statuses. With Pipefy’s Request Tracker, every employee will get a link and will be able to monitor their leave request on their own. Less work for your team and improved communication with the company’s employees.

Great support for your employees, when they need it the most

Standardize medical leave requests

Make sure every request is made the same way and your team receives all the information they need. Standardize your follow up process and set a customizable online form with every detail needed to successfully approve the employee’s medical leave.

Get full visibility and control

From the moment requests are made, to the physician evaluation, track the status of each employee and easily access their information in a single place. You will have full control over medical leave requests throughout the year.

Send automatic updates to employees

Stop wasting time with repetitive work whenever a new medical leave request arrives. Set automatic email notifications as soon as the request moves forward in the process and save time for more critical activities.

Make your work easier while improving deliveries

Tired of managing medical leave requests received through different platforms? With Pipefy’s Medical Leave Management free Template, you will not only centralize all demands in one place but also set the tone for the briefings your team receives through an online form.

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Collect the requests in a centralized and standardized way, by sending a customizable Public Form to the requesters. Use mandatory and conditional fields to make sure the HR team will get all the information they need to move on with the medical leave process, without having to follow up and contact requesters on other platforms.

You can also customize your template and create a Portal for different types of requests, or integrate other tools such as SMS, Slack, and more to Pipefy. Make it easy for your employees to ask for medical leave and for the Human Resources and Administrative departments to manage them, in a standardized, hassle-free way.

No more wasting time answering the same questions

The Medical Leave Management template will provide you a simple workflow to organize and manage medical leave requests.

Improve communication with your team and the requester by centralizing interactions to make sure HR, the Administrative department and the requester are up to date. Exchange emails, messages, information and files directly on Pipefy.

Get full visibility to easily keep track of your employees and their return dates. You can use the preset phases or customize the template for your specific needs. Using the Request Tracker, every employee receives a link and can monitor their own requests. And automation enables you to save time on repetitive work by setting automatic email responses, notifications, and approval flows.

Boost efficiency by standardizing and automating your process and tasks and concentrate on the Human Resources strategic work.

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Keep improving your process efficiency

Leverage the pre-built dashboard that comes with the Medical Leave Management Template to access charts showing your process data, and use it to improve your workflow by tracking and analyzing metrics.

You can review the number of requests received, unfinished tasks, and the number of employees who asked for medical leave in a certain period. Working with Pipefy, you can examine your team’s performance and manage resources more efficiently to start working in a smarter and more strategic way.

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.


Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Connect Pipefy to your favorite software with ease

HR Teams love Pipefy

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Now, when hiring managers submit recruitment requests, they have to answer a series of questions, such as salary and job requirements. So when we get the requests, we don’t have to track down missing information.

Renan Souza Lima Strategic Analyst, HR

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