Free FMLA Tracking Template & Checklist
Download a free FMLA leave tracking spreadsheet for HR teams. Track leave dates, certification status, and compliance milestones. No login required.
ADA accommodation request tracker
Track accommodation requests and good-faith interactive process logs. Features an interactive ADA timeline calculator to generate compliance milestones.
Benefits renewal timeline
A timeline template for broker requests, plan comparisons, leadership approvals, and employee communications during benefits renewal season.
HR case intake form
A simple intake structure for opening HR cases consistently across leave, accommodation, benefits, hiring, and employee relations issues.
Manager update email template
A plain-language format for updating managers on HR case status without over-sharing sensitive information.
Employee relations case notes template
A structured employee relations case management template and notes format. Includes an interactive Bradford Factor absence calculator to check disruption.
FMLA 15-day cure notice
A compliant written notification template to inform employees of incomplete or insufficient FMLA medical certifications and outline the 7-day cure window.
ADA interactive process meeting agenda
A practical guide and meeting agenda for HR to initiate and document the Good Faith interactive dialogue for workplace accommodations.
PIP & FMLA/ADA safe harbor checklist
A risk-mitigation checklist for employers when an employee under a Performance Improvement Plan (PIP) requests FMLA leave or ADA accommodations.
ADA undue hardship review sheet
An objective framework for evaluating and documenting whether a requested ADA accommodation poses an undue hardship on business operations.
Termination compliance audit checklist
A comprehensive risk-assessment audit checklist to review compliance boundaries, documentation sufficiency, and retaliation risks before executing a separation.
Free ADA reasonable accommodation checklist
Download a comprehensive ADA reasonable accommodation checklist to document the interactive process, explore work adjustments, and maintain EEOC-compliant records.
Free leave of absence (LOA) checklist template
Download a free leave of absence checklist to streamline leave intake, coordinate return-to-work milestones, and ensure FMLA and ADA compliance.
Small business HR compliance audit checklist
Standardize your HR compliance checks. Assess FMLA eligibility, ADA interactive process records, and case timelines to protect your company from regulatory violations.
What these templates are built to support
These template pages give lean HR teams a practical starting point for recurring U.S. workflows. They are useful when you need a checklist, note format, tracker, or message structure right away, while still showing where manual process starts to fray.
- Start with a reusable structure instead of a blank page
- Standardize recurring HR follow-up and documentation
- See where templates stop being enough once work becomes multi-step
How to use the template library
Pick the template that matches the current workflow
Use the template that best fits the process you are handling right now, such as a case intake form, an accommodation request tracker, a renewal timeline, or an employee update format.
Use the page to understand context, not just the asset
Each page explains when the template helps, what fields should be captured, and what mistakes show up when HR work is tracked in too many disconnected places.
Upgrade to case tracking when the workflow expands
When deadlines, supporting files, and multiple follow-ups start piling up, the safer next step is to move the work into a structured case workflow with documents, tasks, timelines, and reviewed drafts.
How to Choose the Right Template
Select the appropriate document template, checklist, or log based on your current case management stage.
By Case Category
Select accommodation request sheets for ADA interactive tracking, or standard intake lists for FMLA leave requests.
By Documentation Stage
Choose checklist templates for intake, or manager update email outlines to wrap up case resolutions.
By Workflow Format
Decide if you need a quick static Word template today, or a live dynamic case tracking record in the workspace.
When a Template Is Enough and When It Is Not
Understand when simple checklists are sufficient, and when compliance risks require moving to a live tracked case.
Standardizing simple HR intake forms or repetitive meeting outlines for lean administrators.
When cases expand with doctor certificates, FMLA dates, witness reports, and multiple task owners.
Keeping compliance-sensitive employee relations data on manual spreadsheets or loose documents.
