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
Full-time Permanent
Part-time Permanent
Full-time Temporary
Part-time Temporary
Contractor
Intern
Primary Work Arrangement
On-site Full-time
Hybrid (On-site & Remote)
Remote Full-time
Mobile/Field-based
Physical Workstation Building or Campus Name
Floor Number and Wing/Zone
Desk Number or Workstation Identifier
Workstation Physical Configuration
Open Plan Cubicle
Private Office
Shared Office (2-3 people)
Team Bench/Hoteling Station
Workshop or Lab Bench
Reception or Customer-facing Counter
Other
Describe Current Standard Equipment Provided (monitor count/type, chair model, keyboard, mouse, desk type):
Has the employee received any previous ergonomic modifications or accommodations?
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
Repetitive Strain Injury (RSI) - Upper Extremity
Carpal Tunnel Syndrome
Tendonitis or Tenosynovitis
Cervical or Lumbar Strain/Sprain
Thoracic Outlet Syndrome
Epicondylitis (Tennis/Golfer's Elbow)
Trigger Finger/Thumb
Rotator Cuff Injury
Chronic Back Pain - Musculoskeletal
Vision-related Strain
Other Musculoskeletal Disorder
Affected Body Regions (select all applicable)
Neck and Cervical Spine
Shoulders (Left)
Shoulders (Right)
Upper Back/Thoracic
Lower Back/Lumbar
Forearms (Left)
Forearms (Right)
Wrists (Left)
Wrists (Right)
Hands/Fingers (Left)
Hands/Fingers (Right)
Eyes/Vision
Hips
Lower Extremities
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)
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?
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)
Seating Solutions
Height-Adjustable Workstations
Keyboard & Input Devices
Monitor & Display Solutions
Assistive Technology Software
Environmental Accessories
Lifting and Handling Aids
Alternative Input Methods
Other
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.
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
Pre-approved within department budget
Requires business case for senior management
Requires CFO/Finance Committee approval
Pending budget allocation
Will be covered by insurance or workers compensation
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:
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
Full Approval - Proceed with procurement as requested
Conditional Approval - Proceed with modifications noted below
Deferred - Pending additional information
Denied - Does not meet accommodation criteria
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.