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AI SoloHR

HR case management built for U.S. small businesses handling FMLA, ADA accommodations, employee relations, benefits renewals, and other audit-sensitive workflows.

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Templates

Templates for repeatable U.S. HR workflows

Start with a practical checklist or note format, then turn the work into tracked cases, tasks, documents, and reviewed drafts.

Built for U.S. employers and small-business HR teams.

Categories

  • FMLA
  • ADA
  • Benefits
  • HR Operations
  • Communication
  • Employee Relations
  • Leave of Absence
  • Compliance
FMLAPRO
7 min

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.

Read article
ADAPRO
7 min

ADA accommodation request tracker

Track accommodation requests and good-faith interactive process logs. Features an interactive ADA timeline calculator to generate compliance milestones.

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

Selection Method

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.

Limits & Thresholds

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.

WHEN TEMPLATES WORK

Standardizing simple HR intake forms or repetitive meeting outlines for lean administrators.

WHEN THEY FAIL

When cases expand with doctor certificates, FMLA dates, witness reports, and multiple task owners.

RISK SIGNAL

Keeping compliance-sensitive employee relations data on manual spreadsheets or loose documents.

Related compliance articles

Free FMLA Tracking Spreadsheet Template: The Hidden Liability of Manual Logs (2026)
FMLA

Free FMLA Tracking Spreadsheet Template: The Hidden Liability of Manual Logs (2026)

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FMLA Maternity Leave: Compliance Guide on Parental Bonding and PWFA Intersections (2026)
FMLA

FMLA Maternity Leave: Compliance Guide on Parental Bonding and PWFA Intersections (2026)

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BenefitsPRO
7 min

Benefits renewal timeline

A timeline template for broker requests, plan comparisons, leadership approvals, and employee communications during benefits renewal season.

Read article
HR Operations
7 min

HR case intake form

A simple intake structure for opening HR cases consistently across leave, accommodation, benefits, hiring, and employee relations issues.

Read article
Communication
6 min

Manager update email template

A plain-language format for updating managers on HR case status without over-sharing sensitive information.

Read article
Employee Relations
7 min

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.

Read article
FMLA
7 min

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.

Read article
ADA
7 min

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.

Read article
HR Operations
7 min

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.

Read article
ADA
7 min

ADA undue hardship review sheet

An objective framework for evaluating and documenting whether a requested ADA accommodation poses an undue hardship on business operations.

Read article
HR Operations
7 min

Termination compliance audit checklist

A comprehensive risk-assessment audit checklist to review compliance boundaries, documentation sufficiency, and retaliation risks before executing a separation.

Read article
ADA
6 min

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.

Read article
Leave of Absence
6 min

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.

Read article
Compliance
7 min

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.

Read article

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.

FMLA and Remote Workers: How to Apply the 75-Mile Radius Rule to WFH Employees (2026)
FMLA

FMLA and Remote Workers: How to Apply the 75-Mile Radius Rule to WFH Employees (2026)

Read Post

Related interactive HR calculators & tools

FMLA Leave Calculator

Convert FMLA workweeks to precise hours and calculate leave limits.

Launch Tool

ADA Process Timeline

Track key milestones for ADA accommodation interactive dialogue.

Launch Tool

Bradford Factor Score

Measure employee short-term absence disruption objectively.

Launch Tool