Identification
Employee name, job title, department, and company reference to the base employment agreement.
Use the addendum to set clear expectations for work duties, accommodations, and monitoring when an employee returns from leave. It helps manage ADA obligations and workplace safety while documenting consent and timing for return-to-work steps.
The addendum is completed as a collaborative record involving HR, occupational health, and the returning employee.
Final signatures usually include the employee, a company representative, and sometimes the evaluating clinician; routing depends on internal policy.
The HR Director or delegated HR representative reviews company policy, confirms ADA interactive process steps, and signs to record employer-approved accommodations and monitoring requirements.
The occupational health clinician documents medical clearance, functional limitations, recommended restrictions, and suggested timeline for reassessment; their signature ties medical advice to the return plan.
| Field | Configuration |
|---|---|
| Document Template | Create reusable addendum template |
| Signer Order | Employee → Clinician → HR |
| Authentication | Email or multi-factor code |
| Storage | Encrypted personnel folder |
Choose a platform that supports secure storage, audit trails, and configurable authentication for sensitive health-related records.
Ensure any vendor selected can support HIPAA workflows if medical information is stored or transmitted and that a BAA is available when required.
Employee provides clearance before first scheduled day back
HR reviews within 3–5 business days
Begin accommodations on return date unless medically restricted
Document review at agreed interval, commonly 30–90 days
Follow retention rules listed below
Date clinician issues fitness-for-duty statement and any restrictions.
HR prepares addendum reflecting duties and limitations.
Employee and employer sign; clinician signs if required.
Supervisor applies agreed modifications and documents outcomes.
Employee name, job title, department, and company reference to the base employment agreement.
Start date, anticipated end date, and review checkpoints for temporary restrictions.
High-level summary of fitness-for-duty and any clinician-recommended limitations without unnecessary clinical detail.
Specific, measurable limits (weight, hours, tasks) that translate to workplace actions.
Employer-provided adjustments and any employee responsibilities to facilitate return to work.
Signed by required parties; includes retention statement and confidentiality notice.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial, no credit card required | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |