Medical Leave Management


Pipefy’s Medical Leave Management Template is designed for HR areas that need to manage their employees who for some medical reason are away from work. The workflow process manages medical leave requirements, employees on short-term or long-term leaves, and employees who are cleared to work again.

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Template structure

See how this template is structured. As this is just an example, you can customize it


  1. Employee’s Name
  2. Email
  3. Phone Number
  4. Request date
  5. Type of Leave
    • Short-term period
    • Long-term period

Medical leave request

  1. Request assignee
  2. Verify which type of leave it is, and move to the respective phase
    • Done

Short-term leave

  1. Return to work date
  2. Reason for the medical leave
  3. Medical certificate
  4. Remuneration during sick leave
    • Yes
    • No

Long-term leave

  1. Length of the leave
    • Until one month
    • One to three months
    • More than three months
    • Maternity leave
  2. Return to work date
  3. Reason for the medical leave
  4. Remuneration during sick leave
    • Yes
    • No
  5. Medical certificate
  6. The employees that have been away for a long-term medical leave must be cleared to go back to work by the occupational physician.

Occupational physician evaluation

  1. Evaluation date
  2. Medical certificate to go back to work
  3. Occupational doctor cleared the patient?
    • Yes
    • No

Return to work

Employee permanently away

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