Employee details
Full legal name, employee ID, job title, department, and current work location are needed to link the declination to personnel records and payroll.
A standardized declination form creates a consistent record for HR, supports reasonable-accommodation workflows, and preserves evidence of employee choice. Clear documentation reduces ambiguity and can be relevant for internal compliance reviews or employment disputes.
Use consistent retention rules and privacy safeguards when storing declination records to protect employee data and meet regulatory obligations.
Full legal name, employee ID, job title, department, and current work location are needed to link the declination to personnel records and payroll.
A concise statement the employee declines the specified vaccine(s), including the vaccine name and the employer policy or program referenced.
Optional checkboxes or free-text for medical, religious, or other reasons; record whether supporting documentation was provided.
Space to request reasonable accommodation such as remote work, modified duties, or schedule changes, with checkbox for follow-up required.
Signature block with printed name and date; include witness or notary area only if your jurisdiction or employer policy requires authentication.
Area for HR to note receipt, next steps, and whether an interactive accommodation process was initiated, including contact name and date.
| Field | Configuration |
|---|---|
| Signature Field | Required; set to signer role 'Employee' with date stamp |
| Conditional Notes | Show accommodation fields only if 'Request Accommodation' is checked |
| Reviewer Routing | Auto-route to HR and occupational health when submitted |
| Retention Tag | Apply retention label for secure storage and retention schedule |
Ensure the chosen system provides encryption in transit and at rest and can produce a certificate of completion for legal recordkeeping.
Follow employer-specified deadlines; some policies set pre-employment or return-to-office due dates
Typical HR review and initial response within 7–14 calendar days
Engage employee within a reasonable period, often 10–30 days depending on complexity
Update personnel files and access controls within 7 business days
Allow defined appeal period per policy, commonly 14–30 days
| 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 | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
A clinic required staff vaccination documentation for patient safety
A multi-site employer standardized a declination form across locations