Comprehensive Accommodation Assessment for Hybrid Workforce Transition

1. Section 1: Employee Profile & Department Metadata

This section captures essential employee identification and organizational context to ensure proper routing and record-keeping for the accommodation request.


Employee Full Legal Name

Employee ID Number

Official Job Title

Primary Department

Direct Manager Full Name

Manager Employee ID

Work Email Address

Direct Phone Extension

Original Hire Date

Current Role Start Date


Employment Classification

Describe Current Hybrid Work Arrangement

Average Days per Week in Corporate Office (pre-request)

Proposed Return-to-Office Start Date

Primary Corporate Location/Building Name

Preferred Work Floor or Zone (if applicable)

Emergency Contact Information

2. Section 2: Medical Certification & Physical Workplace Limitation Summary

This section documents medical professional validation and specific functional limitations that necessitate workplace accommodations. All medical information will be handled with strict confidentiality.


Certifying Medical Professional Full Name

Medical Professional License/Registration Number

Medical Professional Specialty

Medical Institution/Practice Name

Medical Evaluation Date

Medical Certification Valid Until


Upload Official Medical Certification Document

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Is this a temporary or permanent condition/limitation?


Nature of Functional Limitations (select all that apply)

Detailed Description of Workplace Functional Limitations

Specific Work-Related Activities That Are Challenging

Does the condition require periodic rest breaks or modified work schedules?


Are there any emergency medical considerations HR should be aware of?


I consent to HR consulting with the medical provider for clarification purposes only

I understand that this information will be stored securely and accessed only by authorized HR personnel

3. Section 3: Requested Equipment & Workspace Structural Adjustments

This section details specific equipment, furniture, and structural modifications requested to enable successful performance of essential job functions in the corporate office environment.


Do you require specialized ergonomic furniture or equipment?


Do you require assistive technology or software accommodations?


Do you require modifications to your physical workspace structure?


Do you require changes to meeting room or collaborative space access?


Detailed Equipment and Modification Request Log

Item/Modification Description

Justification/Medical Need

Estimated Cost (USD)

Requested Implementation Date

Priority Level

Is this a temporary or permanent need?

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

If specific products or vendors are preferred, provide details and rationale:

Have you previously used similar accommodations in a remote work setting?


Are you willing to participate in a trial period with temporary equipment before permanent procurement?

4. Section 4: Office Safety, Accessibility & Ergonomic Assessment

This section evaluates workplace safety, emergency preparedness, and comprehensive accessibility needs to ensure a secure and inclusive office environment.


Do you require a personal emergency evacuation plan (PEEP)?


Are there accessibility barriers in your planned office location?


Do you have specific sensory or environmental sensitivities?


Rate the current accessibility and ergonomic status of proposed workspace elements

Completely Inadequate

Mostly Inadequate

Partially Adequate

Mostly Adequate

Completely Adequate

Desk height and adjustability

Chair support and customization

Monitor positioning and visibility

Keyboard and mouse placement

Lighting adequacy and adjustability

Pathway clearance and maneuverability

Proximity to essential facilities

Noise level and acoustic environment

Temperature and ventilation control

Emergency egress routes

Do you require accessible parking provisions?


Will you require assistance with office navigation or wayfinding?


Do you have dietary restrictions related to medical conditions that affect cafeteria or catering access?


Describe any additional safety concerns or accessibility needs not covered above:

Have you reviewed the corporate office accessibility map and facilities guide?


5. Section 5: Workplace Experience Lead & HR Director Approval

This final section captures formal review, risk assessment, budget approval, and authorization from designated HR leadership. All decisions must be documented with clear rationale.


Workplace Experience Lead Reviewer Name

Workplace Experience Review Date and Time

Has the Workplace Experience Lead verified all medical documentation is complete and valid?


Have all requested accommodations been physically verified as feasible in the proposed workspace?


Total Estimated Cost of All Accommodations (Equipment + Modifications + Services)

Budget Approval Status



Are there any identified risks or liabilities associated with granting these accommodations?


HR Director Approver Name

HR Director Approval Date and Time

Final Accommodation Decision

Detailed Approval Conditions or Alternative Accommodations Offered

Accommodation Implementation Target Date

Does this accommodation require periodic review or have an expiration date?


Employee Communication Plan and Training Requirements

Has the employee been informed of their right to appeal this decision?


Upload Signed Accommodation Agreement Form

Choose a file or drop it here
 

HR Director Digital Signature

Workplace Experience Lead Digital Signature

Employee Acknowledgment Signature

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