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HR Workplace Accommodation Request Form

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HR Workplace Accommodation Request Form

Purpose: Use this form to request a reasonable workplace accommodation. Complete all sections to the extent possible. Submission of this form initiates the interactive process between the employee and the employer to evaluate and implement reasonable accommodations in accordance with applicable law. All medical information will be treated as confidential and maintained separately from general personnel files.

Personal Information

Position Information

Accommodation Requested

Please describe the specific accommodation(s) you are requesting and explain how each will enable you to perform the essential functions of your position.

Medical or Disability Information

Briefly describe the medical condition or functional limitation that necessitates the accommodation. You may be required to provide supporting documentation from a treating health care provider to substantiate the need and to assist the employer in determining appropriate accommodations.

Impact on Job Functions and Alternatives

Which essential functions of your position are affected? Identify any alternative accommodations you believe would be effective if the requested accommodation is not feasible.

Workplace and Equipment

Employment History

Provide the two most recent employers. This information may be used to assess job duties and accommodations previously utilized.

Education

References

Provide three professional references who can speak to your work performance and duties.

Legal Disclosures and Policies

At-Will Employment: Nothing in this form or in the employer's response to this request alters the at-will nature of employment where applicable. Either the employee or the employer may terminate employment at any time, with or without cause or notice, to the extent permitted by law.

Equal Opportunity: The employer evaluates accommodation requests without regard to disability, race, color, religion, sex, national origin, age, or any other protected characteristic. Reasonable accommodations will be provided unless doing so would create an undue hardship or fundamentally alter the nature of the job.

Authorization and Applicant Certification

I authorize the employer and its designated agents to contact my health care provider(s) as necessary to obtain information relevant to my request for accommodation, and to discuss my functional limitations and recommended accommodations. I understand that such medical information will be maintained confidentially and separately from my personnel file as permitted by law.

I certify that the information I have provided in this form is true, accurate, and complete to the best of my knowledge. I understand that knowingly providing false information may result in disciplinary action under employer policy.

Authorization to Contact Previous Employers and Conduct Background Checks: I understand that, if necessary to evaluate my request, the employer may contact previous employers or conduct employment-related verifications. I consent to such inquiries as part of the accommodation assessment process.

Employer Use Only — HR Determination

HR to complete: Document the interactive process, engage medical provider as needed, assess reasonableness and undue hardship, and record final determination and implementation plan below.

Employee Signature

Employee Printed Name:

Signature:

Date:

Enter text✕

What the HR Workplace Accommodation Request Form Is

The HR Workplace Accommodation Request Form is a standardized document employees use to request workplace adjustments for medical, disability, or other protected needs. It captures employee identification, the accommodation sought, medical or supporting documentation, job duties affected, and preferred timing. The form creates a consistent record to support the interactive process under applicable U.S. laws such as the ADA (42 U.S.C. §12101 et seq.) and Section 504 where relevant. Proper completion helps HR evaluate feasibility, alternative options, and any related temporary or permanent changes to duties or schedule.

Why a Consistent Accommodation Request Form Matters

A clear form reduces ambiguity, documents the interactive process, and proves consistent treatment across employees while helping comply with federal nondiscrimination obligations under the ADA and Rehabilitation Act.

Why a Consistent Accommodation Request Form Matters

Who Completes and Reviews This Form

Employees initiate the form; HR, supervisors, and occupational health or legal teams review and respond.

Maintain copies in a confidential employee file and route relevant redacted summaries to managers as needed.

Essential Sections to Include on the Form

A professional HR Workplace Accommodation Request Form groups information into clear sections so evaluators can act quickly and consistently.

Employee Details

Name, job title, department, contact info, hire date; used to locate personnel file and examine job history for accommodation fit.

Accommodation Requested

Precise description of the adjustment (equipment, schedule change, modified duties, leave) and preferred start date.

Medical Support

Space to note whether documentation is attached and what type (note, functional capacity evaluation) while protecting PHI under HIPAA.

Job Impact

Which essential job functions are affected and why the requested change addresses those limitations.

Interactive Process Notes

HR use-only section to record discussions, alternatives considered, and follow-up actions with dates.

Signatures

Employee signature and date, HR reviewer signature and date, and optional supervisor acknowledgement.

Step-by-Step: Submitting an Accommodation Request

Follow these sequential steps to submit a complete request and begin the interactive process.

  • 01
    Prepare Supporting Info: Gather job description and any relevant medical notes (5–15 words).
  • 02
    Complete the Form: Fill every required field and attach documentation (5–15 words).
  • 03
    Submit to HR: Send via HR portal, secure email, or designated administrator (5–15 words).
  • 04
    Interactive Follow-Up: HR schedules discussion, explores alternatives, and documents the outcome (5–15 words).

Where to Send the Completed Form and What Happens Next

Clear routing instructions and a documented response timeline reduce delays and ensure privacy for health-related information.

  • HR Portal Upload: Primary route for most organizations; file saved to secure personnel records.
  • Secure Email or Case System: Use encrypted email or ticketing if portal unavailable; mark message confidential.
  • Occupational Health: Forward when medical review or fitness-for-duty input is needed.
  • Manager Notification: Manager receives redacted summary of job impact and required actions, not full medical details.

Configuring an Online Accommodation Workflow

Set up fields and routing so requests flow automatically and maintain an audit trail.

Field Configuration
Employee Name Required, autofill from HRIS
Attachment Upload Allow PDF/JPEG, require confirmation checkbox
Routing Send to HR then occupational health if medical flag set
Notifications Automated email to employee and HR on submission

Digital Submission and eSignature Considerations

Ensure the platform supports secure uploads, audit trails, and meets applicable compliance standards.

  • File Formats: Accept PDF and DOCX; preserve original metadata
  • Authentication: Use email verification or stronger MFA for sensitive submissions
  • Audit Trail: Capture timestamps, IPs, actions for each step

For healthcare-related accommodation requests, choose a system that supports HIPAA compliance and allows secure retention and audit of protected health information.

Typical Timelines and Processing Expectations

Establish standard internal timelines so employees know when to expect an initial response and follow-up.

Acknowledge Receipt:

Within 2 business days of submission

Initial Assessment:

Within 5–10 business days depending on documentation

Interactive Meeting:

Schedule within 10 business days of request

Decision or Interim Measures:

Provide decision or temporary accommodation within 15–30 days

Periodic Review:

Reassess temporary measures every 30–90 days

Key Milestones in the Accommodation Review Process

Track these numbered milestones to ensure compliance and transparent case handling.

01

Submission Received

HR logs request, assigns case number, and confirms receipt to employee.

02

Documentation Review

HR or occupational health evaluates medical substantiation and clarifies gaps.

03

Interactive Discussion

Employer and employee meet to explore effective, feasible options.

04

Decision and Documentation

HR issues a written decision and records approved accommodations and review dates.

Common Mistakes That Slow or Complicate Requests

  • Incomplete medical info or missing provider contact details prolongs verification.
  • Vague accommodation requests (e.g., 'flexible hours') without specifics make assessments difficult.
  • Using unsecured email for medical attachments risks PHI exposure and compliance violations.
  • Failing to document interactive conversations undermines defensibility of the employer’s decision.

Risks and Legal Consequences of Mishandling Requests

Discrimination Claims: Failure to accommodate may result in ADA claims and damages.
Regulatory Fines: HIPAA violations for improper PHI handling can lead to civil penalties.
Back Pay Exposure: Wrongful denial may trigger back pay or reinstatement remedies.
Reputational Harm: Public disputes can damage employer trust and retention.
Operational Disruption: Delayed decisions can reduce productivity and increase accommodations backlog.
Recordkeeping Liability: Insufficient documentation weakens defenses in audits or litigation.

Comparing eSignature Options for Accommodation Forms

Key vendor criteria for secure, compliant electronic accommodation forms. signNow appears first for comparison; pricing is shown per vendor plan where published.

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 Yes, 7-day free trial No free trial No free trial No free trial No free trial
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Examples of How Organizations Use This Form

These real-world scenarios show typical uses and outcomes from accommodation requests.

Public Health Clinic

A clinical assistant requested reduced hours due to medical treatment

  • Clinic HR documented temporary schedule and approved part-time telework
  • Result: employee retained, coverage plan implemented, and documentation retained separately under HIPAA safeguards.

Software Firm

A developer requested ergonomic equipment after repetitive strain issues

  • Employer provided assessment and approved a sit-stand desk
  • Result: productivity maintained and the cost offset by reduced absenteeism and ergonomic benefits.

Frequently Asked Questions About the Accommodation Request Form

Answers to common questions when completing or processing an accommodation request.


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