California Reasonable Accommodation & Interactive Process Toolkit
Manage Reasonable Accommodation requests and the Interactive Process with greater structure, consistency, and confidence.
The California Reasonable Accommodation & Interactive Process Toolkit provides employers and managers with practical, ready-to-use resources for recognizing accommodation needs, conducting the interactive process, evaluating workplace limitations, identifying effective accommodations, documenting decisions, and managing ongoing accommodations. It also includes ongoing HR consultation support to help employers address policy questions and incorporate applicable employment-law updates as needed.
What’s Included:
Reasonable Accommodation Employer Guide
Accommodation Process Quick Reference
Manager Accommodation Trigger Guide
Employee Accommodation Request Form
Verbal Request Documentation Form
Interactive Process Intake Checklist
Interactive Process Meeting Notice & Worksheet
Interactive Process Conversation Guide
Essential Job Functions Analysis
Job Description Accommodation Review
Medical Certification Request Template
Healthcare Provider Functional Limitations Form
Medical Documentation Follow-Up
Medical Confidentiality Checklist
Temporary Accommodation Pending Review
Accommodation Options & Effectiveness Assessments
Modified Schedule Accommodation Worksheet
Remote Work Accommodation Assessment
Equipment & Workspace Modification Assessment
Leave as an Accommodation Assessment
Extended Leave Accommodation Review
Reassignment Accommodation Assessment
Vacant Position Search Log
Pregnancy-Related Accommodation Coordination
Religious Accommodation Interactive Process Worksheet
Workers’ Compensation Restriction Coordination
Return-to-Work Accommodation Checklist
Performance & Attendance Coordination Tools
Safety-Sensitive Accommodation Review
Undue Hardship Analysis Worksheet
Direct Threat Escalation Checklist
Accommodation Trial Period Agreement
Accommodation Approval & Alternative Offer Templates
Accommodation Determination Documentation
Interactive Process Communication Log
Accommodation Case Timeline
Accommodation Follow-Up & Modification Forms
Manager Accommodation Instructions
Manager Do & Don’t Guide
Accommodation Consistency Review
Accommodation File Audit
FEHA & ADA Coordination Checklist
Anti-Retaliation Safeguards
HR & Legal Escalation Triggers
Additional forms, letters, checklists and tracking resources
Designed for California employers that want a more organized and defensible approach to reasonable accommodation and the interactive process from the initial request or known limitation through evaluation, implementation, follow-up and closure.
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HR Made Clear resources are provided for informational and educational purposes and are not legal advice. Employment laws and individual circumstances may change. Employers should verify current federal, California and local requirements and consult qualified employment counsel regarding specific situations.
