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Free Employer Packet • ADA Accommodations

ADA Interactive Process Packet

Run and document the ADA interactive process: limitation, essential functions, options, dialogue, decision, and reassessment.

Failure-to-accommodate cases are rarely about the accommodation. They're about the silence: a request that sat in a supervisor's inbox, a denial with no explored alternatives, a process no one can reconstruct because none of it was written down. Courts ask one question again and again — did the employer engage in a good-faith interactive process? — and the answer lives or dies on documentation.

This packet is the process, in writing: a trigger record that starts the clock even when no magic words are used, an essential-functions analysis tested against the real job, a medical information section limited to what the law actually permits, an options table that proves alternatives were explored, a dialogue log, a decision record, and a reassessment schedule.

Who should use this decision packet

  • HR professionals handling accommodation requests without counsel on call
  • Supervisors who just received a medical note with restrictions
  • Employers whose job descriptions haven't been updated in years
  • Organizations that keep granting accommodations verbally

What it helps prevent

  • Failure-to-accommodate claims built on employer silence
  • Accommodation requests that die in a supervisor's inbox
  • Essential-function disputes with no current job description behind them
  • Denials made without exploring a single alternative
  • Medical information scattered through personnel files

What’s inside

  • Part 1 — Request / Trigger Record
  • Part 2 — Essential Functions
  • Part 3 — Medical Information (only what is needed)
  • Part 4 — Accommodation Options Explored
  • Part 5 — Dialogue Record
  • Part 6 — Decision Record
  • Part 7 — Reassessment Schedule

Before you process payroll, terminate, classify, deduct, or respond to a claim, get the decision reviewed.

Faulkner HR Solutions helps Texas employers, nonprofits, municipalities, and growing businesses fix the people systems behind recurring workplace problems. If this resource raised a risk flag, do not guess your way through the next step.

Frequently asked questions

What triggers the interactive process?
Knowledge of a possible disability-related need — from a request, a medical note, or sometimes obvious observation. The employee doesn't need to cite the ADA. Part 1 of the packet dates that knowledge, because the timeline gets measured from there.
What medical information can we request?
Enough to confirm the disability and understand the limitation — when neither is obvious. You may not demand complete medical records or diagnoses beyond the need. And whatever you receive goes in a confidential medical file, separate from the personnel file.
What counts as undue hardship?
Significant difficulty or expense measured against your actual resources and operations — with facts, not adjectives. A denial that says 'too expensive' with no cost analysis on paper is an exhibit for the other side. Part 6 forces the analysis before the denial.
Do we have to create a new position or displace someone?
No. Reassignment is to an existing vacant position the employee is qualified for, and it's a last resort after on-the-job options fail. The options table sequences the analysis in the order enforcement agencies expect to see.
Disclaimer. This resource is provided for general employer education and planning purposes. It is not legal advice and does not create an attorney-client relationship. Employment laws, agency guidance, and local requirements may change. Employers should review the facts of each situation before acting and consult appropriate HR or legal counsel when needed.