Workplace Accommodation Request: Comprehensive Ergonomic & Assistive Technology Evaluation

1. Section 1: Employee Profile & Physical Workstation Location Metadata

This section captures comprehensive employee identification and precise workstation location data to establish the foundation for the accommodation evaluation. All fields marked mandatory must be completed to ensure proper case tracking and resource allocation.


Employee Full Legal Name

Employee Identification Number

Official Job Title

Primary Department or Business Unit

Direct Supervisor or Manager Name

Supervisor Email Address

Employee Corporate Email Address

Employee Direct Phone or Extension

Employee Hire Date in Current Role

Total Tenure with Organization (in months)


Employment Classification

Primary Work Arrangement


Physical Workstation Building or Campus Name

Floor Number and Wing/Zone

Desk Number or Workstation Identifier

Workstation Physical Configuration


Describe Current Standard Equipment Provided (monitor count/type, chair model, keyboard, mouse, desk type):

Has the employee received any previous ergonomic modifications or accommodations?


2. Section 2: Medical Assessment & Functional Workspace Restrictions

This section documents the medical basis for the accommodation request, including diagnosis, functional limitations, and healthcare provider recommendations. All medical information will be handled with strict confidentiality in accordance with privacy protocols. Supporting documentation must be uploaded where indicated.


Date of Formal Medical Diagnosis

Primary Diagnosed Condition Category


Affected Body Regions (select all applicable)

Treating Healthcare Provider Full Name and Credentials

Healthcare Provider Clinic or Hospital Name

Provider Contact Email or Phone for Verification

Upload Medical Documentation (diagnosis letter, functional capacity evaluation, restrictions list)

Choose a file or drop it here
 

Current Symptom Severity Assessment - Rate the average pain/discomfort level experienced during typical work tasks over the past two weeks

No Discomfort (0)

Mild (1-2)

Moderate (3-4)

Severe (5-6)

Very Severe (7-8)

Unbearable (9-10)

Neck/Shoulder Region

Upper Back

Lower Back

Arms/Forearms

Wrists/Hands

Vision/Eye Strain

Overall Discomfort

Functional Workspace Restrictions - Please indicate the level of limitation for each activity

No Limitation

Mild Limitation - Requires occasional break

Moderate Limitation - Requires frequent break

Severe Limitation - Requires significant modification

Unable to Perform

Prolonged Sitting (>2 hours continuous)

Prolonged Standing (>30 minutes continuous)

Repetitive Keyboard Typing

Repetitive Mouse Use

Fine Motor Tasks (writing, small tool use)

Lifting Objects >2kg

Reaching Overhead

Neck Flexion/Extension

Wrist Flexion/Extension

Viewing Monitor Screens >1 hour

Are the current restrictions considered temporary or permanent by the healthcare provider?


Detailed Description of Work-Related Activities That Aggravate Symptoms:

Has the employee been prescribed physical therapy or rehabilitation?


Are there any recommended phased return-to-work or reduced hours protocols?


3. Section 3: Proposed Specialized Equipment & Ergonomic Modifications

This section details the specific ergonomic equipment and workplace modifications being requested to address the documented functional restrictions. Provide comprehensive justification and technical specifications for each item. The HR team will evaluate feasibility, compatibility, and cost-effectiveness.


Has a professional ergonomic assessment been conducted at the employee's workstation?


Categories of Specialized Equipment Requested (select all applicable)

Detailed Equipment Request Specification and Justification Matrix

Equipment Category

Specific Item Requested (brand/model if known)

Medical Justification (which restriction does this address?)

Urgency Priority (1=Low, 5=Critical)

Estimated Unit Cost

Quantity Required

Total Line Item Cost

Seating
Ergonomic task chair with lumbar pump and armrests
Lower back strain - enables proper posture
 
$850.00
1
$850.00
Workstation
Electric height-adjustable desk (120x80cm)
Cannot sit >2hrs - need sit-stand capability
 
$1,200.00
1
$1,200.00
Input Device
Vertical ergonomic mouse and split keyboard
Wrist tendonitis - reduces pronation
 
$180.00
1
$180.00
Monitor
Monitor arm with gas spring adjustment
Neck strain - allows eye-level positioning
 
$250.00
2
$500.00
 
 
 
 
 
 
$0.00
 
 
 
 
 
 
$0.00
 
 
 
 
 
 
$0.00
 
 
 
 
 
 
$0.00
 
 
 
 
 
 
$0.00
 
 
 
 
 
 
$0.00

Are there specific vendor preferences or models recommended by the healthcare provider or ergonomist?


Will the employee require training or orientation on proper use of new ergonomic equipment?


Is there a need for a trial period or pilot testing of equipment before permanent procurement?


Are the requested modifications compatible with existing IT infrastructure and software platforms?


Have alternative or lower-cost solutions been considered and evaluated?


I confirm that the equipment requested directly addresses specific functional limitations documented in the medical assessment and is not for general comfort enhancement.

4. Section 4: On-Site Physical Space Audit & Budget Allocation

This section captures the physical workspace constraints, environmental factors, and comprehensive budget planning for the proposed accommodations. A thorough space audit ensures feasibility and identifies potential installation challenges before procurement.


Has a physical site audit been conducted at the employee's workstation location?


Environmental Factor Assessment - Rate current workstation conditions

Poor

Fair

Good

Excellent

N/A

Ambient Lighting Levels

Glare on Screens

Noise Levels

Temperature Control

Air Quality/Ventilation

Floor Surface (carpet/hard)

Privacy Level

Will electrical or data cabling modifications be required to support new equipment?


Will the installation require facilities or maintenance team involvement (e.g., desk disassembly, wall mounting)?


Will the accommodation affect adjacent workstations or shared workspace configurations?


Comprehensive Budget Allocation and Cost Analysis

Cost Category

Description

Estimated Cost

Actual Cost (if known)

Funding Source

Budget Code/GL Account

Equipment Procurement
Ergonomic chair, desk, monitor arms
$2,830.00
$0.00
Department Safety Budget
SAF-2025-0847
Installation Labor
Facilities team installation
$450.00
$0.00
Facilities OPEX
FAC-INST-001
IT Configuration
Software setup and compatibility testing
$200.00
$0.00
IT Support Budget
IT-SUP-2025
Training
Employee equipment training session
$150.00
$0.00
HR Training Fund
HR-TRN-2025
Contingency (10%)
Buffer for unforeseen costs
$363.00
$0.00
Department Safety Budget
SAF-2025-0847
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Total Estimated Investment for Full Accommodation

Budget Approval Status

Requested Implementation Completion Date

Is there an urgent business need to expedite this accommodation (e.g., employee is currently on leave)?


Cost-Benefit Justification: Explain how this accommodation will improve productivity, reduce absenteeism, and prevent further injury-related costs:

5. Section 5: HR Business Partner & EHS Director Clearance Sign-Off

This final section requires formal review, risk assessment, and authorization from Human Resources and Environmental Health & Safety leadership. All parties must confirm compliance with organizational policies and legal obligations before procurement and implementation proceed.


Assigned HR Business Partner Name

HRBP Initial Review Date

Does this request comply with organizational accommodation policies and precedents?


Has a consistent accommodation approach been applied compared to similar cases in the organization?


Are there any potential precedents or ripple effects this accommodation may create for other employees?


Environmental Health & Safety Director Name

EHS Director Review Date

EHS Risk Assessment - Evaluate potential hazards introduced by new equipment

High Risk

Medium Risk

Low Risk

No Risk

Risk Mitigated

Trip Hazards from Cables

Electrical Load Capacity

Manual Handling Risk During Installation

Fire Safety Compliance

Chemical/MSDS Requirements

Ergonomic Risk Reduction Efficacy

Maintenance and Inspection Requirements

Does the proposed equipment meet all workplace safety standards and certifications?


I confirm that a workplace safety inspection will be conducted post-installation to verify compliance

Final Approval Decision



Final Decision Date

Implementation Plan and Timeline (if approved):

Is a post-implementation follow-up evaluation scheduled?


HR Business Partner Digital Signature

EHS Director Digital Signature

Employee Acknowledgment - I have reviewed the final decision and understand my rights to appeal if needed


Appeal Process: If the employee disagrees with the decision or believes the accommodation is insufficient, they may submit a written appeal to the Chief Human Resources Officer within 15 business days of this decision, providing additional supporting documentation.

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