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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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Template

ADA accommodation request tracker

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

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

ADAPro Plan RequiredFor U.S. employers 7 min read time
Download Free Excel TemplatePreview Template Details

Premium Workflow Workspace

This documentation details a specialized workflow that requires a Solo HR / HR Ops plan active in your organization settings. Explore our Pricing Plans to upgrade your account and unlock this capability in the software.

Key takeaways

  • Request details
  • Documents
  • Interactive process
  • Decision notes
ADA AccommodationsInteractive Process
Proposed Measures
Ergonomic chair (Under review)Under Review
Modified shift hours (Approved)Approved
Speech-to-text software (Pending evaluation)Discussed
Next Action: 30-Day Accommodation Review
June 15, 2026
Looking for a quick start? Jump directly to the Free Excel Template Download below, or explore our built-in HR calculators and guidelines on this page.

Who this tracker is for

This tracker is for HR teams that need a simple, repeatable structure for accommodation requests before or while moving to a more complete case workflow.

What fields to include

Use these fields to create a consistent accommodation case record.

Request date
Employee name
Requested accommodation
Documents received
Interactive process notes
Next action and owner
Final communication date
Free ADA Resource

Download ADA Accommodation Tracker Template

Download our free ADA accommodation tracker template (Excel format) to log reasonable accommodations, track good-faith interactive dialogues, and manage compliance dates.

Interactive Spreadsheet Preview
EmployeeRequest DateDisabilityStatusAction
Double-click or click any text in the table cells above to live-edit data.
Download Excel Template (with formulas)Make a Copy in Google SheetsUpgrade to Automated Case Tracker

Try Our Interactive ADA Interactive Process Timeline Calculator

Select the request received date to generate key compliance milestones instantly below.

Loading interactive tool...

How to use a template without overrelying on it

A template helps most when you need a repeatable starting structure, but it is still only one part of the workflow. The real work usually includes follow-up tasks, status changes, supporting documents, and communication that should stay connected to the same issue over time.

  • Use the template to create consistency across repeated HR work
  • Add dates, owners, and supporting notes so the template stays actionable
  • Move into a structured case workflow once deadlines, files, or multiple follow-ups start stacking up

What this template page is and is not

This page can help you structure HR workflow documentation, but it should not be treated as legal advice or a promise that one form alone will solve the underlying process. Human review and professional judgment still matter.

AI SoloHR is designed to support case records, tasks, documents, timelines, and reviewed AI drafts inside one workflow. It is not a substitute for legal, medical, benefits, or policy review where those are needed.

Keep Exploring

ADA documentation guide

Learn what good accommodation documentation should include.

Open resource

ADA accommodation tracking use case

See how the tracker becomes a structured accommodation workflow.

Open resource

Frequently asked questions

What fields should an accommodation request tracker include?

It should include the request date, employee name, requested accommodation, documents received, interactive process notes, next step, owner, and final communication date.

Is a manual tracker enough for accommodation work?

A manual tracker can help standardize the basics, but many teams eventually need a fuller case workflow to keep notes, files, deadlines, and follow-up history connected.

How does AI SoloHR improve on a tracker?

AI SoloHR adds case timelines, task ownership, document context, and reviewed draft communication so the tracker becomes a working process instead of a static list.

Related Interactive Calculators & Tools

ADA Process Timeline

Track key milestones for ADA accommodation interactive dialogue.

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Bradford Factor Score

Measure employee short-term absence disruption objectively.

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Related Compliance Articles & Guides

ADA Medical Inquiry Form: What Employers Can Legally Ask a Doctor (2026)
ADA

ADA Medical Inquiry Form: What Employers Can Legally Ask a Doctor (2026)

Need to verify an employee's ADA accommodation request without overstepping legal boundaries? Learn what your 2026 medical inquiry form can legally ask a doctor to protect your small business.

Read Post
ADA Accommodation Denial Letter: Legally Defensible Rejection Templates (2026)
ADA

ADA Accommodation Denial Letter: Legally Defensible Rejection Templates (2026)

Learn when you can legally deny an ADA accommodation request and how to write a compliant rejection letter that protects your small business from costly discrimination claims in 2026.

ADA Good Faith Documentation Risk

Under EEOC guidelines, an untracked email chain or verbal agreement does not prove a 'Good Faith Interactive Process'. If a workplace accommodation is legally challenged, HR must defend the decision with a chronological, objective history of all options explored.

✦Failure to Engage in Interactive Process lawsuits
✦Opinion-heavy meeting notes that create liability in court
✦Lack of objective undue hardship justification logs
Compliance Workspace

Put this guidance into action

AI SoloHR helps U.S. small-business HR teams turn manual compliance steps into tracked tasks, defensible timelines, secure document records, and reviewed AI drafts.

  • 14-day full platform access
  • Up to 3 active cases
  • Up to 30 employee records
  • All 7 U.S. case types unlocked
See the accommodation workflow No credit card required

This resource is intended for U.S. HR operations and educational purposes only, and does not constitute legal advice. Consult a qualified professional or employment attorney regarding your specific federal and state compliance obligations.

ADA AccommodationsInteractive Process
Proposed Measures
Ergonomic chair (Under review)Under Review
Modified shift hours (Approved)Approved
Speech-to-text software (Pending evaluation)Discussed
Next Action: 30-Day Accommodation Review
June 15, 2026

On this page

  • Who this tracker is for
  • What fields to include
  • How AI SoloHR turns a tracker into a full case record
  • How to Fill Out the Tracker Clearly
Printed from AI SoloHR. Simplify leave case management, track WH-381/382 certification deadlines, and stay 100% compliant at aisolohr.com.

How AI SoloHR turns a tracker into a full case record

A tracker helps standardize the fields. AI SoloHR adds the workflow layer around those fields by connecting notes, files, task ownership, and timeline history to the same accommodation case.

How to Fill Out the Tracker Clearly

Request Details to Capture First

Establishing a good-faith interactive dialogue protects both the organization and the staff member.

Required Fields
Helpful Optional Fields
Use private documentation to capture adjustments without exposing confidential medical details to the team.
Verify request details to capture first compliance and record updates.

Interactive Process Notes to Keep Current

Establishing a good-faith interactive dialogue protects both the organization and the staff member.

Use private documentation to capture adjustments without exposing confidential medical details to the team.
Verify interactive process notes to keep current compliance and record updates.

Decision and Follow-Up Items to Record

Establishing a good-faith interactive dialogue protects both the organization and the staff member.

Use private documentation to capture adjustments without exposing confidential medical details to the team.
Verify decision and follow-up items to record compliance and record updates.

When This Should Become a Live Case

When Follow-Up Spans Multiple Steps

Managing workplace accommodations under the ADA requires careful attention to employee limitations.

Ensure all reasonable adjustments and timeline notes are anchored to the employee.
Verify when follow-up spans multiple steps compliance and record updates.

When Evidence Needs to Stay Attached

Managing workplace accommodations under the ADA requires careful attention to employee limitations.

Ensure all reasonable adjustments and timeline notes are anchored to the employee.
Verify when evidence needs to stay attached compliance and record updates.

When a Reviewer May Need the Full Record

Establishing a good-faith interactive dialogue protects both the organization and the staff member.

Use private documentation to capture adjustments without exposing confidential medical details to the team.
Verify when a reviewer may need the full record compliance and record updates.

FMLA Interference Risk

Evaluate your company's risk of FMLA interference or retaliation.

Launch Tool

ADA Interactive Process Document Generator

AI-powered good-faith interactive dialogue agendas and accommodation decisions.

Launch Tool
Read Post
ADA Interactive Process Meeting Invite: Email Templates for SMB HR (2026)
ADA

ADA Interactive Process Meeting Invite: Email Templates for SMB HR (2026)

Scheduling an ADA interactive process meeting is a legal must for small business HR. This post provides ready-to-use email templates for 2026, ensuring compliance while coordinating shift schedules and medical certifications smoothly.

Read Post
  • Request Details to Capture First
  • Interactive Process Notes to Keep Current
  • Decision and Follow-Up Items to Record
  • When This Should Become a Live Case
    • When Follow-Up Spans Multiple Steps
    • When Evidence Needs to Stay Attached
    • When a Reviewer May Need the Full Record
  • Defensible Trial System
    This interactive widget simulates real-time actions logged directly into the secure AI SoloHR compliance lockbox.