Scope and Purpose
Define who the policy covers, the types of animals included, and the policy's objectives to guide consistent application and set expectations.
A written policy reduces legal risk, standardizes accommodation decisions, protects privacy, and sets expectations for employees, supervisors, and facilities. It helps HR respond promptly and document interactive processes to support defensible decisions while promoting an inclusive workplace.
The policy should also be accessible to occupational health, security, and facilities staff so they can support safe, compliant accommodations.
| Field | Configuration |
|---|---|
| Requester Name Field | Required | Auto-validate against HR directory |
| Date Field | MM/DD/YYYY | Auto-fill current date option |
| Attachment Field | Allow PDF/DOCX uploads | Limit 10 MB |
| Approval Route | HR → Supervisor → Legal (conditional) |
Choose settings that preserve audit logs and protect personal health details when handling medical information.
Define who the policy covers, the types of animals included, and the policy's objectives to guide consistent application and set expectations.
Distinguish 'service animal' from 'emotional support' and 'assistance animal' using plain language to limit unnecessary documentation requests.
Detail how employees submit requests, required fields, acceptable documentation, timelines, and points of contact for HR.
Explain steps for individualized assessment, safety considerations, potential alternative accommodations, and documentation of the dialogue.
State expectations for control, hygiene, liability, and removal procedures for animals that pose health or safety risks.
Specify what records are retained, who has access, and how medical information is protected per privacy laws and company policy.
Structured intake form capturing requester data, animal details, job impact, and space for supporting documentation and HR notes.
Quick reference for managers on steps to take, safety checks, temporary adjustments, and escalation paths for complex cases.
Template language explaining permissible verification and limits on medical question scope to protect confidentiality.
Form for documenting animal-related incidents, follow-up actions, and any required policy revisions.
| 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 | Trial available | Trial available | Trial available | Trial available |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
A nurse requests a service animal for mobility assistance.
A student submits a request for an emotional support animal on campus housing.
HR Manager or designated accommodation specialist typically reviews requests, coordinates the interactive process, issues determinations, and maintains the official record for compliance and audit purposes.
The employee or applicant signs the accommodation request and any consent for limited medical verification; their acknowledgement is required for implementation.