HR advisory, assessments, and operating tools for U.S. businesses

Our standard  ·  Assessments  ·  Contact

Leave and accommodation kit

Leave and Accommodation Kit

$99 Go to price and purchase

Handle leave and accommodation requests from the first conversation through a documented decision. Use the guides, forms, and workbook to check requirements and keep the record together.

FormatKit
Contents4 PDF guides, 1 Word document, 1 Excel workbook
UseInstant download

Start with the free reference note, FMLA eligibility: the four tests that decide who qualifies. It explains the rules behind this kit, with every source dated, so you can see whether it fits your situation.

$99

  • One-time purchase. Editable files.
  • Your download link appears on the confirmation screen and in your receipt. No account needed.
  • Request a full refund within 30 days with one email.
  • Licensed for one company's internal HR use. Resale and redistribution are not permitted. Read the license.

Checkout takes place on our store at shop.truestephr.com. Any applicable sales tax appears at checkout before you pay. These files provide general HR information, not legal advice.

Need approval first?

Email this page

Ready to put your tool to work?

Add a one hour Setup Session, $149

Bring your purchased tool and the situation you are working through. A TrueStep HR practitioner will help you set the inputs, make the first decisions, and identify a practical next step.

See the Setup Session →

Where to start

Run the FMLA Eligibility Check the day a leave request comes in.

The FMLA Eligibility Check helps you determine whether federal FMLA applies before discussing leave entitlements with the employee.

DecisionHandle an employee issue, Prepare for an audit
IndustryCross-industry
Files4 PDF guides, 1 Word document, 1 Excel workbook
ReviewRead our published standard for how we develop our tools, and what we cover for their scope and limits.
Research and standardsRead the reference note behind this tool: FMLA eligibility: the four tests that decide who qualifies

Fit

Is this the right fit for your work?

A good fit

  • You are handling an employee leave or accommodation issue or preparing for an audit.
  • You want editable Word and Excel files that stay with your organization.
  • You or a manager will run the process and want a clear sequence to follow.

When to consider another option

  • For advice about one person's specific circumstances, consult qualified counsel.
  • For rules specific to one state or city, this tool flags where state rules commonly apply and what to check.
  • For help running the process, explore our advisory services.

What is inside

Every file in the download, by name.

Taken from the kit’s own Start Here guide, so what you see here is what you open after checkout.

PDF · readStart Here: a guide to every file and the order to use them.
Word · editEditable Templates: a leave request, a determination and rights summary, a certification request, an intermittent schedule, and the Americans with Disabilities Act (ADA) accommodation forms through to a return to work record.
Excel · useLeave and Accommodation: a federal Family and Medical Leave Act (FMLA) eligibility check, a tracker that counts leave against the entitlement, a leave case log, an accommodation log, and a state reference.
PDF · readTrueStep HR Product License: what you may and may not do with your purchased files.
PDF · readUsing This Workbook in Google Sheets: how to upload the file and what to check afterward.
PDF · readField Guide: how to handle leave and accommodation requests from the first conversation through a documented decision, including overlapping requirements.

How to use it

Your first 15 minutes

Start with the Field Guide and follow the five steps. By step 5, you will work through the Accommodation Request.

  1. Begin with the Field Guide. It covers who the FMLA applies to, what counts as a serious health condition, notice and certification, intermittent leave, the ADA interactive process, state programs, and recordkeeping.

  2. When a request comes in, open the Workbook and complete the FMLA Eligibility Check to assess whether federal FMLA applies and how much leave the employee is entitled to.

  3. Document the decision with the Determination and Rights Summary, and use the official notices for the formal steps. When certification is needed, use the Certification Request.

  4. Once leave begins, track it on the FMLA Leave Tracker and record the matter in the Leave Case Log. For intermittent leave, use the Intermittent Schedule to count the time in hours.

  5. For a request to adjust the job, use the Accommodation Request, the Interactive Process Record, and the Accommodation Agreement. Record the matter in the Accommodation Log and close the leave period with the Return to Work record.

Leave and Accommodation Kit Start Here guide showing every included file and the order to use them.

Before you buy

Questions about your purchase

Find details about file formats, delivery, licensing, and refunds.

What exactly do I receive?

You receive 4 PDF guides, 1 Word document, and 1 Excel workbook, all named in the What is inside section above. This is a one time purchase, delivered as a download, not a subscription.

Are these the real screenshots?

Yes. The first image shows the file set, and the second and third show actual pages from the current download.

Can I use the files in my business?

Yes. You can edit and brand the Word document, fill in the Excel workbook, and read or print the PDF guides for your own internal operations.

What if I need help applying it?

For help implementing this tool, book a one hour Setup Session for $149. For broader HR support, advisory begins with a short request and a written scope at truestephr.com/pages/advisory. For legal questions, consult qualified counsel.

How do I get the files?

Right after payment, your download link appears on the confirmation screen and again in your email receipt. All files arrive as one ZIP. No account is needed.

What do I need to open them?

You can use Word and Excel, LibreOffice on a computer, or Google Docs and Google Sheets in a browser. The alternatives are free. Any PDF reader opens the guides. See download help.

What if it is not right for us?

Email support@truestephr.com within 30 days for a full refund. No form or explanation is required. The full terms are in the refund policy.

Is this legal advice?

No. It is general HR information and a working method. It is not written to any one state unless the page says so. Where a decision turns on the law, use qualified counsel. See what we cover, and what we do not.

Who may use the files?

One license covers the internal HR work of one legal entity. You may edit the files, brand them, and issue them to your employees. Consultants and groups with several entities need the extended license. See the license.

Extend the system

Related tools for your next step

Explore related tools for the same situation, operating method, or industry.

PWFA and PUMP Accommodation Kit: the 12 files in this download shown as a stack of real pages. Excel + Word + PDF + web tools, 41 pages in all files, web tools not counted.
KitTSHR-048

PWFA and PUMP Accommodation Kit

Handle pregnancy and nursing accommodation requests from the first request through a documented decision. The kit includes a policy you can adopt and a bilingual form that also serves as the record.

Performance Review and Calibration Toolkit: all 7 files shown as a stack of pages. Excel + Word + PDF, 46 pages in all files.
KitTSHR-029

Performance Review and Calibration Toolkit

Give managers a fair, consistent, documented approach to performance reviews. The toolkit includes a rating scale, feedback wording, and editable review and goal forms. Calibration helps you identify outliers before finalizing ratings.