Requester Details
Name, job title, department, contact info, and preferred communication method to ensure accurate follow-up and confidentiality.
A formal Employee Accommodation Request clarifies needs, centralizes documentation, and supports a prompt interactive process. It reduces misunderstandings, creates a defensible record in case of disputes, and helps coordinate implementation across payroll, benefits, and facilities teams while preserving confidentiality.
The form is completed by employees or their authorized representatives and routed to HR and the employee's manager for review.
Proper routing ensures each party has a clear role: employee describes needs, HR manages process, and managers evaluate job impact.
Name, job title, department, contact info, and preferred communication method to ensure accurate follow-up and confidentiality.
Clear description of the accommodation requested, how it will be used, expected start date, and whether it is temporary or permanent.
Medical notes or third-party verification specifying functional limitations and recommended accommodations, with release of necessary information.
List of essential job functions and tasks the employee performs to evaluate the accommodation's effect on performance.
Record of meetings, alternatives considered, and communications between employee, supervisor, and HR during the interactive process.
Final determination, any agreed adjustments, responsible parties for implementation, and date/timeframe for review.
| Field | Configuration |
|---|---|
| Signature authentication and verification settings | Email + optional SMS code or SSO for higher assurance |
| Document retention and access controls | Centralized HR folder with role-based permissions |
| Notification routing and alerts | Automatic emails to HR, manager, and designated reviewer |
| Conditional required attachments | Require medical note when specific accommodation selected |
Choose formats and integrations that match your security, accessibility, and audit requirements.
Ensure the platform supports audit trails, encrypted storage, and role-based access to protect medical and HR data.
Submit as soon as the need arises; delays may affect implementation timing.
Common practice: acknowledge receipt within 1–3 business days.
When appropriate, ask for clarification or medical documentation within a reasonable period (commonly 10–30 days).
Begin discussions promptly after acknowledgment to evaluate options.
Aim to finalize and implement within 30 days of receiving sufficient information.
Employee files the request and attaches available documentation.
HR confirms receipt and logs the request in case management.
Employer, employee, and relevant parties discuss feasible accommodations.
Employer documents the outcome and puts accommodation into effect.
An administrative employee requested wrist support and an ergonomic keyboard due to repetitive strain injury.
A technician requested modified start times for medical appointments related to chronic illness.
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|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |