Contact Info
Collect full legal name, preferred name, work email, phone, department, and supervisor. Accurate contact data ensures HR can communicate updates and coordinate accommodations without unnecessary delay or misrouting.
Using an Employee Support Form standardizes requests, ensures consistent documentation for accommodations or aid, and supports compliance with leave and disability laws. It centralizes follow-up tasks, creates audit-ready records, and reduces misunderstandings between employees and HR while protecting privacy and decision transparency.
HR professionals, line managers, and designated employee representatives complete or review Employee Support Forms for assessments and case management.
Employees, occupational health staff, and legal counsel may also access records where appropriate under privacy rules.
Collect full legal name, preferred name, work email, phone, department, and supervisor. Accurate contact data ensures HR can communicate updates and coordinate accommodations without unnecessary delay or misrouting.
Request a concise explanation of the employee's difficulty or limitation, the effect on job tasks, and the specific accommodation requested; include whether adjustments are temporary or expected to be ongoing.
If medical documentation is necessary, request only information relevant to the accommodation. Maintain confidentiality and store medical records separately under HIPAA safeguards when applicable per policy.
Document each decision, the rationale, reviewer names, dates, and any agreed review schedule. This audit trail supports legal defensibility and consistent application of policy across teams.
Limit access to authorized HR personnel and required reviewers. Use redaction where possible and obtain written consent for information sharing beyond the core review team.
Include signature block for employee and HR representative with printed names and dates. Electronic signatures comply with ESIGN and UETA when intent, consent, attribution, and retention are satisfied.
| Field | Configuration |
|---|---|
| Routing | Route to HR, direct manager, then occupational health for review. |
| Authentication | Email link by default; SMS code for sensitive cases. |
| Notifications | Notify submitter and assigned reviewer on each status change. |
| Retention | Retain signed record per retention policy and legal basis. |
Ensure your platform supports secure e-signing, role-based routing, and audit trails before moving forms to an electronic workflow.
Acknowledge receipt within 2 business days.
Request additional records within 7 business days.
Provide decision within 10 business days after review.
Implement accommodations within mutually agreed timeline.
Set follow-up review at 30 or 60 days.