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Leave and accommodation kit

Leave and Accommodation Kit

Handle a leave request or an accommodation the way a careful, defensible process should run, from the first conversation to a documented decision. No improvising the parts that carry legal weight. A guided system.

FormatKit
Contents4 PDF guides, 1 Word document, 1 Excel workbook
UseDownload and keep

$99

  • Editable operating files, not a subscription
  • Immediate access through the secure TrueStep HR store
  • Built and reviewed under the published TrueStep HR standard

Digital products carry a 30-day money-back guarantee. General HR information, not legal advice.

Need it working, not sitting in Downloads?

Add a one-hour setup session · $149

Bring the purchased tool and your live situation. A TrueStep HR practitioner helps you set the inputs, make the first decisions, and leave with a usable next step.

See the Setup Session →

What this closes

A practical system that moves the decision into real work.

Run the FMLA Eligibility Check the day a request comes in. It tells you whether federal FMLA applies before you promise an employee anything.

DecisionHandle an employee issue, Prepare for an audit
IndustryCross-industry
Files4 PDF guides, 1 Word document, 1 Excel workbook
ReviewBuilt to the published release checks; sources and change notes sit beside the catalog.

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 · readField Guide: how to handle a leave request or an accommodation, from the first ask to a documented decision, with the systems that overlap.
Excel · useWorkbook: 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.
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.
PDF · keepTrueStep HR Product License: what you may and may not do with the files you purchased.
PDF · readUsing This Workbook in Google Sheets: how to upload the file to Google Sheets and exactly what to check afterward.

How to use it

Your first 15 minutes

Step 1 is the Field Guide, file 7. Work down from there, and by step 5 you work it through the Accommodation Request.

  1. Read the Field Guide first. It covers who the FMLA reaches, what counts as a serious health condition, notice and certification, intermittent leave, the ADA interactive process, state programs, and keeping records.

  2. When a request comes in, open the Workbook and run the FMLA Eligibility Check for a read on whether the federal FMLA applies and how much leave it gives.

  3. Put the answer in writing with the Determination and Rights Summary, and use the official notices for the formal steps. Ask for a certification with the Certification Request if you need one.

  4. If the leave runs, track it on the FMLA Leave Tracker and log the matter on the Leave Case Log. For intermittent leave, use the Intermittent Schedule and count the time in hours.

  5. For a request to adjust the job, work it through the Accommodation Request, the Interactive Process Record, and the Accommodation Agreement, and log it on the Accommodation Log. Close a period of leave with the Return to Work record.

Leave and Accommodation Kit — the Start Here guide from the download, listing every file and the order to use them.

Before you buy

Clear answers to the practical questions.

The point of a product page is to let you judge the work before checkout.

What exactly do I receive?

4 PDF guides, 1 Word document, 1 Excel workbook, each one named in the What is inside section above. The purchase is a download, not a subscription, and the files are yours to keep.

Are these the real screenshots?

Yes. The preview images on this page are taken from the current deliverable, so you can judge the structure and writing before buying.

Can I use the files in my business?

The files are designed to be edited for your own internal operations. Review the included license and have legal counsel check decisions that require jurisdiction-specific advice.

What if I need help applying it?

Use the $149 Setup Session for one hour of implementation help on this tool. TrueStep HR does not offer broader consulting engagements. For a legal question, use qualified counsel.

Extend the system

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