| Trigger | Timing | Notes |
|---|---|---|
| New hire onboarding | At hire | Provide accommodation policy in writing; include in handbook and onboarding packet. |
| Accommodation request received | Promptly; no fixed statutory window, but unreasonable delay is itself a violation | Initiate the interactive process as soon as you become aware of a request or a potential need, even if the employee hasn't used formal language. |
| Policy review | Annually | Review accommodation policy and manager training for accuracy and consistency with current EEOC guidance. |
- Written accommodation policy: Handbook language or a standalone policy explaining how employees request accommodations, who handles them, and what the process looks like. See the Templates & Resources section below for a JAN model process.
- Accommodation request process: A defined intake method (a form, an HR contact, or both) so employees know exactly how to submit a request and what happens next.
- Medical documentation guidelines: A written standard for when and what medical information you may request in connection with an accommodation request. You may only ask for information related to the functional limitations relevant to the request.
- Request and response log: A system for tracking each accommodation request, the interactive process steps taken, the outcome, and the reasoning, kept separate from the employee's general personnel file.
- Manager training materials: Written guidance for supervisors on recognizing a request (employees don't have to use the word "accommodation"), maintaining confidentiality, and escalating to HR.
- EEOC poster: The "Know Your Rights: Workplace Discrimination is Illegal" poster must be displayed in a conspicuous place at every worksite. It covers ADA disability rights along with other federal anti-discrimination protections. Electronic posting is acceptable for remote employees who don't report to a physical location.
- Written policy at hire: Include your accommodation policy in the employee handbook or a standalone new-hire document. A signed acknowledgment is best practice.
- Accessibility of the policy itself: Make your accommodation policy available in accessible formats (electronic, large print, or other formats) for employees who need them. This is especially relevant given the subject matter.
- Confidentiality: Medical information related to accommodation requests must be kept in a separate, confidential file. Managers may be told only what restrictions apply and what accommodations are in place, not the employee's diagnosis or medical details.
- Current policyCopy of current accommodation policy and handbook language.
- AcknowledgmentsSigned new-hire acknowledgments confirming receipt of the policy.
- Per-request fileFor each accommodation request: the request itself, any medical documentation provided, notes from the interactive process discussion, the accommodation offered or denied, and the written explanation of the decision.
- Alternatives consideredRecords of any alternative accommodations considered and why they were or weren't implemented.
- Training recordsManager training records: dates, content covered, and attendees.
- RetentionEEOC regulations require personnel records to be kept for at least 1 year from the date of the personnel action (29 CFR §1602.14). If a charge of discrimination is filed, all relevant records must be preserved until final disposition of the charge or any resulting litigation. As a practical matter, keep accommodation files for the duration of employment plus at least 3 years.
Common traps
FAQs
What exactly is a "reasonable accommodation"?
Any change to the job, work environment, or how work is done that allows a qualified individual with a disability to perform the essential functions of the role, as long as it doesn't create an undue hardship for the employer. Common examples include modified schedules, remote work, assistive technology, reassignment to a vacant position, or physical workspace changes.
What is "undue hardship"?
An accommodation that would require significant difficulty or expense given the employer's size, financial resources, and the nature of the business. It's not a low bar: courts look at the specific facts, and the larger the employer, the harder it is to establish undue hardship. If you believe an accommodation creates undue hardship, document your analysis carefully before denying the request.
Can we require a doctor's note before granting an accommodation?
You may request medical documentation when the disability or functional limitation isn't obvious, but you may only ask for information relevant to the limitation at issue. You cannot require a full medical history or diagnosis. Many employers use a targeted functional capacity form rather than a blank authorization for medical records.
- Smaller employers: The ADA's 15-employee threshold doesn't mean smaller employers have no obligations. California (FEHA, 5+ employees), New York, New Jersey, Illinois, and many other states have their own disability discrimination and accommodation laws that apply at lower thresholds, sometimes to all employers.
- Broader definition of disability: Some state laws define disability more broadly than the ADA. The ADA Amendments Act of 2008 already expanded the federal definition significantly, but state laws like California's FEHA go further still.
- Pregnancy and related conditions: The Pregnant Workers Fairness Act (PWFA), effective June 2023, created a separate federal reasonable accommodation obligation for pregnant employees that applies to employers with 15+ employees, similar in structure to the ADA interactive process but distinct from it.
- Public employers and Section 504: Federal agencies and entities receiving federal financial assistance are also subject to Section 504 of the Rehabilitation Act, which has similar accommodation requirements and no employee-count threshold.
The EEOC and the Job Accommodation Network (JAN) provide free tools that cover both the required posting and a ready-to-use accommodation process. Using JAN's toolkit as a starting point saves you from drafting your policy from scratch.
Required Posting
- EEOC "Know Your Rights" Poster, Posting Page: the required federal EEO poster covering ADA disability rights and all other protected categories. Must be posted at every worksite.
- Know Your Rights Poster, Direct PDF Download
Accommodation Process Templates (JAN)
- JAN Workplace Accommodation Toolkit: includes a sample accommodation policy, sample interactive process steps, and sample forms. Free to use and customize.
- JAN Sample Forms: accommodation request form, medical inquiry form, and other documents you can adapt for your own process.
- JAN Sample Accommodation Request Letter: a model letter employees can use to submit a request, useful to share with employees who aren't sure how to start the process.
Reference Guidance
- EEOC Enforcement Guidance: Reasonable Accommodation and Undue Hardship: the authoritative EEOC document walking through what's required in the interactive process, with examples.