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Fundamentals	
  of	
  FMLA	
  
Presented	
  by:	
  Bri8any	
  Cullison,	
  PHR	
  
G&A	
  Partners	
  –	
  HR	
  Client	
  Advisor	
  
Agenda	
  
•  Purpose	
  and	
  definiDon	
  of	
  FMLA	
  
•  Covered	
  employers	
  
•  Eligible	
  employees	
  
•  Reasons	
  for	
  leave	
  
•  CerDficaDon	
  process	
  
•  Employer	
  responsibiliDes	
  
•  Employee	
  responsibiliDes	
  
Before	
  we	
  get	
  started…	
  
•  I	
  am	
  not	
  an	
  a8orney	
  
•  This	
  material	
  is	
  not	
  legal	
  advice	
  
•  This	
  presentaDon	
  is	
  not	
  a	
  subsDtute	
  for	
  
experienced	
  legal	
  counsel	
  
Poll	
  	
  
•  How	
  many	
  FMLA-­‐covered	
  leave	
  cases	
  do	
  you	
  
address	
  each	
  year?	
  
Family	
  and	
  Medical	
  Leave	
  Act	
  
•  An	
  effort	
  to	
  balance	
  the	
  demands	
  of	
  
employment	
  and	
  the	
  needs	
  of	
  families	
  
•  To	
  promote	
  economic	
  securiDes	
  of	
  families	
  
•  To	
  promote	
  equal	
  employment	
  opportunity	
  
FMLA	
  Defined	
  
	
  
EnDtles	
  eligible	
  employees	
  of	
  covered	
  
employers	
  to	
  take	
  unpaid,	
  job	
  protected	
  leave	
  
for	
  specified	
  family	
  and	
  medical	
  reasons	
  
	
  
	
  
	
  
Source:	
  DOL	
  Fact	
  Sheet	
  #28	
  
Covered	
  Employers	
  
•  Private	
  employer	
  with	
  50	
  or	
  more	
  employees	
  
•  20	
  or	
  more	
  workweeks	
  in	
  current	
  or	
  preceding	
  
calendar	
  year	
  
•  Includes	
  joint	
  employer	
  or	
  successor	
  in	
  interest	
  
•  Public	
  agencies	
  
•  Regardless	
  of	
  employee	
  count	
  
•  Public	
  or	
  private	
  elementary	
  school	
  or	
  
secondary	
  school	
  
•  Regardless	
  of	
  employee	
  count	
  
Source:	
  DOL	
  Fact	
  Sheet	
  #28	
  
Eligible	
  Employees	
  
•  Works	
  for	
  a	
  covered	
  employer	
  and	
  has	
  worked	
  
for	
  the	
  employer	
  for	
  at	
  least	
  12	
  months	
  
•  12	
  months	
  does	
  not	
  have	
  to	
  be	
  consecuDve	
  
•  If	
  break	
  in	
  service	
  is	
  greater	
  than	
  7	
  years,	
  prior	
  
service	
  does	
  not	
  have	
  to	
  be	
  counted,	
  unless	
  leave	
  is	
  
covered	
  by	
  USERRA	
  or	
  there	
  is	
  a	
  wri8en	
  agreement	
  
otherwise	
  
•  Has	
  worked	
  at	
  least	
  1250	
  hours	
  for	
  the	
  
employer	
  during	
  the	
  preceding	
  12	
  months	
  
•  Different	
  for	
  airline	
  flight	
  employees	
  
•  Works	
  at	
  a	
  locaDon	
  where	
  the	
  employer	
  has	
  at	
  
least	
  50	
  employees	
  within	
  75	
  mile	
  radius	
  
Leave	
  EnDtlement	
  
•  12	
  workweeks	
  of	
  leave	
  in	
  a	
  12	
  month	
  period	
  for	
  
any	
  of	
  the	
  following	
  reasons:	
  
•  Birth	
  of	
  a	
  child	
  or	
  placement	
  of	
  child	
  with	
  employee	
  
for	
  adopDon	
  or	
  foster	
  care;	
  
•  To	
  care	
  for	
  a	
  spouse,	
  child	
  or	
  parent	
  with	
  a	
  serious	
  
health	
  condiDon;	
  
•  Due	
  to	
  a	
  serious	
  health	
  condiDon	
  of	
  the	
  employee	
  
that	
  makes	
  the	
  employee	
  unable	
  to	
  perform	
  the	
  
essenDal	
  funcDons	
  of	
  their	
  job;	
  or	
  
•  For	
  any	
  qualifying	
  exigency	
  
NOTE:	
  CalculaDon	
  of	
  leave	
  is	
  different	
  for	
  airline	
  flight	
  
employees	
  
Intermi8ent	
  Leave	
  
•  Leave	
  can	
  be	
  taken	
  in	
  weeks,	
  days,	
  hours	
  or	
  
possibly	
  minutes	
  
•  Determined	
  by	
  the	
  increment	
  used	
  in	
  other	
  
leave	
  categories	
  (sick,	
  vacaDon)	
  
•  For	
  intermi8ent	
  leave	
  less	
  than	
  a	
  week	
  in	
  
duraDon,	
  holidays	
  do	
  not	
  count	
  as	
  FMLA	
  
leave	
  
Birth	
  of	
  a	
  Child/Bonding	
  Leave	
  
•  Both	
  mothers	
  and	
  fathers	
  are	
  eligible	
  
•  Same	
  employer	
  rules	
  
•  Birth	
  and	
  bonding	
  leave	
  enDtlement	
  expires	
  
12	
  months	
  aeer	
  the	
  date	
  of	
  birth	
  
•  Not	
  required	
  to	
  be	
  offered	
  as	
  intermi8ent	
  
leave,	
  unless	
  employer	
  agrees	
  to	
  such	
  
	
  
Child	
  Placement	
  and	
  Bonding	
  
•  Mothers	
  and	
  fathers	
  are	
  both	
  eligible	
  
•  Leave	
  can	
  be	
  taken	
  before	
  the	
  actual	
  
adopDon	
  for	
  related	
  acDviDes	
  
•  Bonding	
  leave	
  enDtlement	
  expires	
  12	
  
months	
  aeer	
  the	
  date	
  of	
  placement	
  
•  Not	
  required	
  to	
  be	
  offered	
  as	
  intermi8ent	
  
leave,	
  unless	
  employer	
  agrees	
  to	
  such	
  
Serious	
  Health	
  CondiDon	
  
•  For	
  employee	
  or	
  employee’s	
  family	
  member	
  
•  Parent	
  
•  Spouse	
  
•  Child	
  
•  In	
  loco	
  parenDs	
  
•  Can	
  be	
  taken	
  intermi8ently	
  
Serious	
  Health	
  CondiDon	
  
•  Illness,	
  injury,	
  impairment	
  or	
  physical	
  or	
  mental	
  
condiDon	
  that	
  involves:	
  
•  any	
  period	
  of	
  incapacity	
  or	
  treatment	
  connected	
  with	
  
inpaDent	
  care	
  (i.e.,	
  an	
  overnight	
  stay)	
  in	
  a	
  hospital,	
  
hospice,	
  or	
  residenDal	
  medical	
  care	
  facility;	
  or	
  
•  a	
  period	
  of	
  incapacity	
  requiring	
  absence	
  of	
  more	
  than	
  
three	
  calendar	
  days	
  from	
  work,	
  school,	
  or	
  other	
  
regular	
  daily	
  acDviDes	
  that	
  also	
  involves	
  conDnuing	
  
treatment	
  by	
  (or	
  under	
  the	
  supervision	
  of)	
  a	
  health	
  
care	
  provider;	
  or	
  
•  any	
  period	
  of	
  incapacity	
  due	
  to	
  pregnancy,	
  or	
  for	
  
prenatal	
  care;	
  or	
  
Serious	
  Health	
  CondiDon	
  
•  Illness,	
  injury,	
  impairment	
  or	
  physical	
  or	
  mental	
  
condiDon	
  that	
  involves:	
  
•  any	
  period	
  of	
  incapacity	
  (or	
  treatment	
  therefore)	
  due	
  to	
  a	
  
chronic	
  serious	
  health	
  condiDon	
  (e.g.,	
  asthma,	
  diabetes,	
  
epilepsy,	
  etc.);	
  or	
  
•  a	
  period	
  of	
  incapacity	
  that	
  is	
  permanent	
  or	
  long-­‐term	
  due	
  
to	
  a	
  condiDon	
  for	
  which	
  treatment	
  may	
  not	
  be	
  effecDve	
  
(e.g.,	
  Alzheimer's,	
  stroke,	
  terminal	
  diseases,	
  etc.);	
  or,	
  
•  any	
  absences	
  to	
  receive	
  mulDple	
  treatments	
  (including	
  
any	
  period	
  of	
  recovery	
  therefrom)	
  by,	
  or	
  on	
  referral	
  by,	
  a	
  
health	
  care	
  provider	
  for	
  a	
  condiDon	
  that	
  likely	
  would	
  
result	
  in	
  incapacity	
  of	
  more	
  than	
  three	
  consecuDve	
  days	
  if	
  
lee	
  untreated	
  (e.g.,	
  chemotherapy,	
  physical	
  therapy,	
  
dialysis,	
  etc.).	
  
Serious	
  Health	
  CondiDon	
  
•  The	
  following	
  condiDons	
  are	
  excluded,	
  unless	
  
inpaDent	
  care	
  or	
  complicaDons	
  develop	
  that	
  
would	
  meet	
  the	
  above	
  criteria:	
  	
  
•  cosmeDc	
  treatments	
  
•  common	
  colds	
  
•  Flu	
  
•  ear	
  aches	
  
•  upset	
  stomach	
  
•  minor	
  ulcers	
  
•  headaches	
  other	
  than	
  migraine	
  
•  rouDne	
  dental	
  or	
  orthodonDa	
  problems	
  
•  periodontal	
  disease	
  
Qualifying	
  Exigencies	
  
•  Covered	
  acDve	
  duty	
  definiDon	
  
•  Family	
  member	
  includes	
  spouse,	
  son,	
  daughter	
  or	
  parent	
  
•  Qualifying	
  exigencies	
  include:	
  
•  Responding	
  to	
  short-­‐noDce	
  deployment,	
  
•  A8ending	
  military	
  events	
  and	
  related	
  acDviDes,	
  
•  A8ending	
  to	
  childcare	
  and	
  school	
  acDviDes,	
  
•  Receiving	
  counseling,	
  
•  A8ending	
  to	
  financial	
  and	
  legal	
  ma8ers,	
  
•  Periods	
  of	
  rest	
  and	
  recuperaDon,	
  
•  Post-­‐deployment	
  acDviDes,	
  	
  
•  Parental	
  care	
  (military	
  member’s	
  parent),	
  and	
  	
  
•  Other	
  acDviDes	
  agreed	
  to	
  by	
  the	
  employee	
  and	
  the	
  
organizaDon.	
  	
  
Qualifying	
  Exigencies	
  
•  Childcare	
  and	
  parental	
  care	
  
•  The	
  eligible	
  employee	
  does	
  not	
  need	
  to	
  be	
  
related	
  to	
  the	
  parent	
  
•  The	
  eligible	
  employee	
  must	
  be	
  related	
  to	
  the	
  
military	
  member	
  (spouse,	
  child	
  or	
  parent)	
  
•  The	
  military	
  member	
  should	
  be	
  related	
  to	
  the	
  
child	
  or	
  parent	
  
Qualifying	
  Exigencies	
  
•  Periods	
  of	
  rest	
  and	
  recuperaDon	
  
•  Changed	
  from	
  5	
  days	
  to	
  15	
  
•  ConDnuous	
  or	
  intermi8ent	
  
•  Must	
  be	
  during	
  Dme	
  specified	
  on	
  R&R	
  orders	
  
AddiDonal	
  Leave	
  EnDtlement	
  
•  26	
  workweeks	
  of	
  leave	
  during	
  a	
  “single	
  12	
  
month	
  period”:	
  
•  To	
  care	
  for	
  a	
  covered	
  servicemember	
  with	
  a	
  
serious	
  injury	
  or	
  illness	
  when	
  the	
  employee	
  is	
  the	
  
spouse,	
  son,	
  daughter,	
  parent	
  or	
  next	
  of	
  kin	
  of	
  
the	
  servicemember.	
  	
  
POLL 	
  	
  
•  Have	
  you	
  ever	
  had	
  an	
  employee	
  take	
  military	
  
caregiver	
  FMLA	
  leave?	
  
Covered	
  Servicemember	
  
•  Current	
  Servicemember:	
  
•  A	
  current	
  member	
  of	
  the	
  Armed	
  Forces,	
  NaDonal	
  
Guard	
  or	
  Reserves	
  and	
  is	
  	
  
•  undergoing	
  medical	
  treatment,	
  recuperaDon	
  or	
  
therapy,	
  or	
  is	
  in	
  outpaDent	
  status,	
  or	
  	
  
•  is	
  on	
  the	
  temporary	
  disability	
  reDred	
  list,	
  for	
  a	
  serious	
  
injury	
  of	
  illness	
  
Covered	
  Servicemember	
  
•  Covered	
  Veterans:	
  
•  Member	
  of	
  the	
  Armed	
  Forces,	
  NaDonal	
  Guard	
  or	
  
Reserves;	
  
•  Discharged	
  or	
  released	
  from	
  service	
  under	
  
condiDons	
  other	
  than	
  dishonorable	
  and	
  
•  Discharged	
  within	
  the	
  five-­‐year	
  period	
  before	
  the	
  
start	
  of	
  military	
  caregiver	
  leave	
  and	
  	
  
•  Undergoing	
  medical	
  treatment,	
  recuperaDon,	
  or	
  
therapy	
  for	
  a	
  qualifying	
  serious	
  injury	
  or	
  illness	
  
Serious	
  Injury	
  or	
  Illness	
  
•  Current	
  Servicemember	
  
•  Incurred	
  in	
  the	
  line	
  of	
  duty	
  and	
  may	
  cause	
  
servicemember	
  to	
  be	
  medically	
  unfit	
  to	
  perform	
  
the	
  duDes	
  of	
  the	
  servicemember’s	
  office,	
  grade,	
  
rank,	
  or	
  raDng	
  
•  Includes	
  injuries	
  or	
  illnesses	
  that	
  existed	
  prior	
  to	
  
acDve	
  duty	
  that	
  were	
  aggravated	
  by	
  service	
  in	
  the	
  
line	
  of	
  duty	
  
Serious	
  Injury	
  or	
  Illness	
  
•  Covered	
  Veterans	
  
•  a	
  conDnuaDon	
  of	
  a	
  serious	
  injury	
  or	
  illness	
  that	
  was	
  incurred	
  or	
  
aggravated	
  when	
  the	
  veteran	
  was	
  a	
  member	
  of	
  the	
  Armed	
  
Forces	
  and	
  rendered	
  the	
  servicemember	
  unable	
  to	
  perform	
  the	
  
duDes	
  of	
  the	
  servicemember’s	
  office,	
  grade,	
  rank,	
  or	
  raDng;	
  or	
  
•  a	
  physical	
  or	
  mental	
  condiDon	
  for	
  which	
  the	
  veteran	
  has	
  
received	
  a	
  U.S.	
  Department	
  of	
  Veterans	
  Affairs	
  Service-­‐Related	
  
Disability	
  RaDng	
  (VASRD)	
  of	
  50	
  percent	
  or	
  greater,	
  and	
  the	
  
need	
  for	
  military	
  caregiver	
  leave	
  is	
  related	
  to	
  that	
  condiDon;	
  or	
  
•  a	
  physical	
  or	
  mental	
  condiDon	
  that	
  substanDally	
  impairs	
  the	
  
veteran’s	
  ability	
  to	
  work	
  because	
  of	
  a	
  disability	
  or	
  disabiliDes	
  
related	
  to	
  military	
  service,	
  or	
  would	
  do	
  so	
  absent	
  treatment;	
  or	
  
•  an	
  injury	
  that	
  is	
  the	
  basis	
  for	
  the	
  veteran’s	
  enrollment	
  in	
  the	
  
Department	
  of	
  Veterans	
  Affairs	
  Program	
  of	
  Comprehensive	
  
Assistance	
  for	
  Family	
  Caregivers	
  
12	
  month	
  period	
  for	
  Military	
  Caregiver	
  Leave	
  
•  Single	
  12	
  month	
  period	
  begins	
  the	
  day	
  of	
  leave	
  
and	
  ends	
  12	
  months	
  later	
  
•  Not	
  always	
  the	
  same	
  as	
  the	
  12	
  month	
  period	
  
available	
  for	
  other	
  FMLA	
  leave	
  reasons	
  
•  Eligible	
  employee	
  limited	
  to	
  combined	
  total	
  of	
  
26	
  workweeks	
  
•  Military	
  caregiver	
  leave	
  available	
  once	
  per	
  
servicemember,	
  per	
  serious	
  injury	
  or	
  illness	
  
•  Eligible	
  employee	
  can	
  care	
  for	
  more	
  than	
  one	
  
covered	
  servicemember	
  at	
  a	
  Dme	
  during	
  leave	
  
Next	
  of	
  Kin	
  
•  a	
  blood	
  relaDve	
  who	
  has	
  been	
  designated	
  in	
  
wriDng	
  by	
  the	
  servicemember	
  as	
  the	
  next	
  of	
  
kin	
  for	
  FMLA	
  purposes	
  
•  blood	
  relaDve	
  who	
  has	
  been	
  granted	
  legal	
  
custody	
  of	
  the	
  servicemember	
  
•  brothers	
  and	
  sisters	
  
•  grandparents	
  
•  aunts	
  and	
  uncles	
  
•  first	
  cousins	
  
Employee	
  ResponsibiliDes	
  
•  Eligible	
  employees	
  may	
  be	
  required	
  to	
  
provide:	
  
•  30	
  days	
  advance	
  noDce	
  for	
  foreseeable	
  leave	
  
•  NoDce	
  as	
  soon	
  as	
  pracDcable	
  when	
  not	
  
foreseeable	
  
•  Sufficient	
  informaDon	
  for	
  the	
  employer	
  to	
  
understand	
  why	
  the	
  leave	
  is	
  needed	
  
•  Timely	
  noDce	
  of	
  leave	
  being	
  FMLA	
  qualifying	
  if	
  
not	
  addressed	
  prior	
  to	
  absence	
  
	
  
Employee	
  ResponsibiliDes	
  
•  And	
  if	
  requested,	
  employee	
  should:	
  
•  Provide	
  cerDficaDon	
  requests	
  in	
  a	
  Dmely	
  manner	
  
•  Provide	
  periodic	
  status	
  reports	
  
•  Submit	
  fitness	
  for	
  duty	
  upon	
  return	
  to	
  work	
  
Employer	
  ResponsibiliDes	
  
•  Post	
  a	
  general	
  noDce	
  explaining	
  rights	
  and	
  
responsibiliDes	
  (WH	
  PublicaDon	
  1420)	
  
•  Posted	
  for	
  all	
  worker	
  to	
  see	
  in	
  common	
  area	
  
•  Must	
  be	
  in	
  plain	
  view	
  
•  Provided	
  in	
  other	
  languages	
  when	
  porDon	
  of	
  
workforce	
  is	
  not	
  fluent	
  in	
  English	
  
•  Provides	
  informaDon	
  regarding	
  filing	
  a	
  complaint	
  
•  May	
  be	
  assessed	
  a	
  fine	
  for	
  not	
  posDng	
  
Employer	
  ResponsibiliDes	
  
•  Provide	
  wri8en	
  FMLA	
  policy	
  
•  Best	
  place	
  is	
  in	
  an	
  employee	
  handbook	
  
•  Contains	
  same	
  informaDon	
  as	
  in	
  poster,	
  at	
  
minimum	
  
•  Best	
  pracDce	
  to	
  include	
  further	
  detail	
  
Employer	
  ResponsibiliDes	
  
•  Provide	
  eligibility	
  noDce	
  	
  
•  Must	
  state	
  whether	
  the	
  employee	
  is	
  eligible,	
  and	
  
if	
  not	
  eligible,	
  the	
  reason	
  why	
  
•  Provided	
  within	
  5	
  business	
  days	
  
•  Only	
  provided	
  once	
  in	
  a	
  12	
  month	
  period	
  unless	
  
the	
  FMLA	
  qualifying	
  reason	
  is	
  different	
  or	
  
eligibility	
  has	
  changed	
  
•  Form	
  WH-­‐381	
  
Employer	
  ResponsibiliDes	
  
•  Provide	
  Rights	
  and	
  ResponsibiliDes	
  noDce	
  
•  Qualified	
  leave	
  may	
  be	
  designated	
  and	
  counted	
  against	
  
annual	
  leave	
  enDtlement	
  
•  Requirements	
  of	
  cerDficaDon	
  of	
  the	
  need	
  for	
  leave	
  
•  SubsDtuDon	
  of	
  paid	
  leave	
  
•  Premium	
  payments	
  to	
  maintain	
  benefits	
  
•  “Key	
  Employee”	
  
•  Maintenance	
  of	
  benefits	
  during	
  leave	
  
•  Job	
  restoraDon	
  
•  Employee	
  potenDal	
  liability	
  of	
  health	
  insurance	
  premiums	
  
if	
  employee	
  fails	
  to	
  return	
  to	
  work	
  aeer	
  leave	
  
•  Other	
  informaDon	
  
•  Form	
  WH-­‐381	
  
CerDficaDon	
  of	
  Leave	
  
•  Medical	
  CerDficaDon	
  for	
  serious	
  health	
  
condiDon	
  
•  Employer	
  must	
  allow	
  15	
  days	
  to	
  be	
  completed	
  
•  Employee	
  responsible	
  for	
  any	
  costs	
  
•  If	
  incomplete	
  or	
  insufficient,	
  provide	
  wri8en	
  
noDce	
  to	
  employee	
  to	
  cure	
  (7	
  calendar	
  days)	
  
•  WH-­‐380-­‐E,	
  WH-­‐380-­‐F	
  
•  Employer	
  representaDve	
  can	
  authenDcate	
  and	
  
clarify	
  cerDficaDon	
  (not	
  direct	
  supervisor!)	
  
•  Employer	
  can	
  request	
  second	
  opinion	
  at	
  
employer	
  cost	
  
CerDficaDon	
  of	
  Leave	
  Request	
   	
  	
  
•  Qualifying	
  Exigency	
  
•  Copy	
  of	
  orders	
  
•  Statement	
  of	
  facts	
  
•  Approximate	
  Dmes	
  of	
  leave	
  
•  Contact	
  informaDon	
  for	
  third	
  parDes	
  
•  Proof	
  of	
  relaDonship	
  
•  Cannot	
  request	
  second	
  or	
  third	
  opinions	
  
•  Cannot	
  require	
  recerDficaDon	
  	
  
•  Must	
  allow	
  15	
  days	
  to	
  complete	
  
•  Form	
  WH-­‐384	
  
CerDficaDon	
  of	
  Leave	
  Request	
  
•  Military	
  Caregiver	
  
•  Completed	
  by	
  authorized	
  health	
  care	
  provider	
  
•  DOD,	
  VA,	
  DOD	
  TRICARE,	
  Non-­‐military	
  
•  For	
  veterans:	
  
•  VASRD	
  raDng	
  document	
  acceptable;	
  may	
  sDll	
  require	
  
confirmaDon	
  of	
  family	
  relaDonship	
  and	
  documentaDon	
  of	
  
discharge	
  date	
  
•  For	
  current	
  servicemembers:	
  
•  ITO	
  or	
  ITA	
  
•  Second	
  or	
  third	
  opinions	
  only	
  for	
  non-­‐military	
  
affiliated	
  HCP	
  
•  Must	
  allow	
  15	
  days	
  to	
  complete	
  
Employer	
  ResponsibiliDes	
  
•  DesignaDon	
  NoDce	
  
•  Employer	
  is	
  responsible	
  for	
  designaDng	
  leave	
  as	
  
FMLA	
  leave	
  
•  NoDce	
  should	
  be	
  provided	
  within	
  5	
  business	
  days	
  
•  Should	
  be	
  provided	
  for	
  each	
  qualifying	
  reason	
  per	
  
applicable	
  12	
  month	
  period	
  
•  Employer’s	
  determinaDon	
  
•  Any	
  concurrent	
  use	
  of	
  paid	
  leave	
  requirements	
  
•  Any	
  fitness	
  for	
  duty	
  requirements	
  
•  Provides	
  amount	
  of	
  leave	
  counted	
  against	
  
enDtlement	
  
•  Form	
  WH-­‐382	
  
Employer	
  ResponsibiliDes	
  
•  Recordkeeping	
  
•  Dates,	
  documents	
  and	
  records	
  of	
  FMLA	
  leave	
  
•  Hours	
  if	
  intermi8ent	
  
•  No	
  less	
  than	
  three	
  years	
  
•  Medical	
  informaDon	
  must	
  be	
  maintained	
  in	
  a	
  
confidenDal	
  manner	
  
Employer	
  ResponsibiliDes	
  	
  
•  Maintenance	
  of	
  Employee	
  Benefits	
  
•  Employer	
  maintains	
  payment	
  of	
  their	
  
contribuDon	
  to	
  premiums	
  
•  Employee	
  must	
  pay	
  their	
  premium	
  porDon	
  
•  Same	
  condiDons	
  applied	
  as	
  if	
  the	
  employee	
  were	
  
conDnuously	
  employed	
  
Employer	
  ResponsibiliDes	
  
•  Employee	
  Reinstatement	
  
•  Same	
  posiDon,	
  or	
  to	
  an	
  equivalent	
  posiDon	
  with	
  
equal	
  pay,	
  benefits	
  and	
  other	
  terms	
  and	
  
condiDons	
  
•  Pay	
  includes	
  bonuses,	
  uncondiDonal	
  pay	
  
increases,	
  pay	
  premiums	
  and	
  opportunity	
  for	
  
overDme	
  
•  Benefits	
  include	
  insurance,	
  paid	
  Dme	
  off,	
  
pensions,	
  educaDonal	
  benefits	
  
•  Other	
  terms	
  and	
  condiDons	
  may	
  include	
  duDes,	
  
condiDons,	
  responsibiliDes,	
  schedule,	
  locaDon	
  
In	
  closing	
  
•  Employers	
  cannot	
  interfere	
  with,	
  restrain	
  or	
  
deny	
  employees’	
  FMLA	
  rights	
  
•  It’s	
  prohibited	
  to	
  retaliate,	
  discriminate,	
  
discharge	
  or	
  otherwise	
  consider	
  a	
  negaDve	
  
factor	
  against	
  an	
  employee	
  for	
  exercising	
  
FMLA	
  rights	
  
HRCI	
  Cer)fica)on	
  Credits:	
  
	
  
"This	
  webinar	
  has	
  been	
  pre-­‐cerDfied	
  for	
  1	
  hour	
  of	
  general	
  recerDficaDon	
  credit	
  
toward	
  PHR,	
  SPHR	
  and	
  GPHR	
  recerDficaDon	
  through	
  the	
  HR	
  CerDficaDon	
  InsDtute.	
  	
  
	
  
We	
  will	
  send	
  out	
  a	
  confirma)on	
  e-­‐mail	
  to	
  all	
  those	
  that	
  are	
  confirmed	
  as	
  
a:ended	
  with	
  the	
  program	
  ID	
  code	
  to	
  note	
  on	
  your	
  HRCI	
  recer)fica)on	
  
applica)on	
  form.	
  	
  
	
  
The	
  use	
  of	
  this	
  seal	
  is	
  not	
  an	
  endorsement	
  by	
  the	
  HR	
  CerDficaDon	
  InsDtute	
  of	
  the	
  quality	
  of	
  the	
  
program.	
  	
  It	
  means	
  that	
  this	
  program	
  has	
  met	
  the	
  HR	
  CerDficaDon	
  InsDtute's	
  criteria	
  to	
  be	
  pre-­‐
approved	
  for	
  recerDficaDon	
  credit."	
  
QUESTIONS?	
  
G&A	
  Partners	
  
info@gnapartners.com	
  
(800)	
  253-­‐8562	
  
*This webinar has been recorded and will be posted on the G&A website by Friday

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FMLA Fundamentals: Employee Rights and Employer Responsibilities

  • 1. Fundamentals  of  FMLA   Presented  by:  Bri8any  Cullison,  PHR   G&A  Partners  –  HR  Client  Advisor  
  • 2. Agenda   •  Purpose  and  definiDon  of  FMLA   •  Covered  employers   •  Eligible  employees   •  Reasons  for  leave   •  CerDficaDon  process   •  Employer  responsibiliDes   •  Employee  responsibiliDes  
  • 3. Before  we  get  started…   •  I  am  not  an  a8orney   •  This  material  is  not  legal  advice   •  This  presentaDon  is  not  a  subsDtute  for   experienced  legal  counsel  
  • 4. Poll     •  How  many  FMLA-­‐covered  leave  cases  do  you   address  each  year?  
  • 5. Family  and  Medical  Leave  Act   •  An  effort  to  balance  the  demands  of   employment  and  the  needs  of  families   •  To  promote  economic  securiDes  of  families   •  To  promote  equal  employment  opportunity  
  • 6. FMLA  Defined     EnDtles  eligible  employees  of  covered   employers  to  take  unpaid,  job  protected  leave   for  specified  family  and  medical  reasons         Source:  DOL  Fact  Sheet  #28  
  • 7. Covered  Employers   •  Private  employer  with  50  or  more  employees   •  20  or  more  workweeks  in  current  or  preceding   calendar  year   •  Includes  joint  employer  or  successor  in  interest   •  Public  agencies   •  Regardless  of  employee  count   •  Public  or  private  elementary  school  or   secondary  school   •  Regardless  of  employee  count   Source:  DOL  Fact  Sheet  #28  
  • 8. Eligible  Employees   •  Works  for  a  covered  employer  and  has  worked   for  the  employer  for  at  least  12  months   •  12  months  does  not  have  to  be  consecuDve   •  If  break  in  service  is  greater  than  7  years,  prior   service  does  not  have  to  be  counted,  unless  leave  is   covered  by  USERRA  or  there  is  a  wri8en  agreement   otherwise   •  Has  worked  at  least  1250  hours  for  the   employer  during  the  preceding  12  months   •  Different  for  airline  flight  employees   •  Works  at  a  locaDon  where  the  employer  has  at   least  50  employees  within  75  mile  radius  
  • 9. Leave  EnDtlement   •  12  workweeks  of  leave  in  a  12  month  period  for   any  of  the  following  reasons:   •  Birth  of  a  child  or  placement  of  child  with  employee   for  adopDon  or  foster  care;   •  To  care  for  a  spouse,  child  or  parent  with  a  serious   health  condiDon;   •  Due  to  a  serious  health  condiDon  of  the  employee   that  makes  the  employee  unable  to  perform  the   essenDal  funcDons  of  their  job;  or   •  For  any  qualifying  exigency   NOTE:  CalculaDon  of  leave  is  different  for  airline  flight   employees  
  • 10. Intermi8ent  Leave   •  Leave  can  be  taken  in  weeks,  days,  hours  or   possibly  minutes   •  Determined  by  the  increment  used  in  other   leave  categories  (sick,  vacaDon)   •  For  intermi8ent  leave  less  than  a  week  in   duraDon,  holidays  do  not  count  as  FMLA   leave  
  • 11. Birth  of  a  Child/Bonding  Leave   •  Both  mothers  and  fathers  are  eligible   •  Same  employer  rules   •  Birth  and  bonding  leave  enDtlement  expires   12  months  aeer  the  date  of  birth   •  Not  required  to  be  offered  as  intermi8ent   leave,  unless  employer  agrees  to  such    
  • 12. Child  Placement  and  Bonding   •  Mothers  and  fathers  are  both  eligible   •  Leave  can  be  taken  before  the  actual   adopDon  for  related  acDviDes   •  Bonding  leave  enDtlement  expires  12   months  aeer  the  date  of  placement   •  Not  required  to  be  offered  as  intermi8ent   leave,  unless  employer  agrees  to  such  
  • 13. Serious  Health  CondiDon   •  For  employee  or  employee’s  family  member   •  Parent   •  Spouse   •  Child   •  In  loco  parenDs   •  Can  be  taken  intermi8ently  
  • 14. Serious  Health  CondiDon   •  Illness,  injury,  impairment  or  physical  or  mental   condiDon  that  involves:   •  any  period  of  incapacity  or  treatment  connected  with   inpaDent  care  (i.e.,  an  overnight  stay)  in  a  hospital,   hospice,  or  residenDal  medical  care  facility;  or   •  a  period  of  incapacity  requiring  absence  of  more  than   three  calendar  days  from  work,  school,  or  other   regular  daily  acDviDes  that  also  involves  conDnuing   treatment  by  (or  under  the  supervision  of)  a  health   care  provider;  or   •  any  period  of  incapacity  due  to  pregnancy,  or  for   prenatal  care;  or  
  • 15. Serious  Health  CondiDon   •  Illness,  injury,  impairment  or  physical  or  mental   condiDon  that  involves:   •  any  period  of  incapacity  (or  treatment  therefore)  due  to  a   chronic  serious  health  condiDon  (e.g.,  asthma,  diabetes,   epilepsy,  etc.);  or   •  a  period  of  incapacity  that  is  permanent  or  long-­‐term  due   to  a  condiDon  for  which  treatment  may  not  be  effecDve   (e.g.,  Alzheimer's,  stroke,  terminal  diseases,  etc.);  or,   •  any  absences  to  receive  mulDple  treatments  (including   any  period  of  recovery  therefrom)  by,  or  on  referral  by,  a   health  care  provider  for  a  condiDon  that  likely  would   result  in  incapacity  of  more  than  three  consecuDve  days  if   lee  untreated  (e.g.,  chemotherapy,  physical  therapy,   dialysis,  etc.).  
  • 16. Serious  Health  CondiDon   •  The  following  condiDons  are  excluded,  unless   inpaDent  care  or  complicaDons  develop  that   would  meet  the  above  criteria:     •  cosmeDc  treatments   •  common  colds   •  Flu   •  ear  aches   •  upset  stomach   •  minor  ulcers   •  headaches  other  than  migraine   •  rouDne  dental  or  orthodonDa  problems   •  periodontal  disease  
  • 17. Qualifying  Exigencies   •  Covered  acDve  duty  definiDon   •  Family  member  includes  spouse,  son,  daughter  or  parent   •  Qualifying  exigencies  include:   •  Responding  to  short-­‐noDce  deployment,   •  A8ending  military  events  and  related  acDviDes,   •  A8ending  to  childcare  and  school  acDviDes,   •  Receiving  counseling,   •  A8ending  to  financial  and  legal  ma8ers,   •  Periods  of  rest  and  recuperaDon,   •  Post-­‐deployment  acDviDes,     •  Parental  care  (military  member’s  parent),  and     •  Other  acDviDes  agreed  to  by  the  employee  and  the   organizaDon.    
  • 18. Qualifying  Exigencies   •  Childcare  and  parental  care   •  The  eligible  employee  does  not  need  to  be   related  to  the  parent   •  The  eligible  employee  must  be  related  to  the   military  member  (spouse,  child  or  parent)   •  The  military  member  should  be  related  to  the   child  or  parent  
  • 19. Qualifying  Exigencies   •  Periods  of  rest  and  recuperaDon   •  Changed  from  5  days  to  15   •  ConDnuous  or  intermi8ent   •  Must  be  during  Dme  specified  on  R&R  orders  
  • 20. AddiDonal  Leave  EnDtlement   •  26  workweeks  of  leave  during  a  “single  12   month  period”:   •  To  care  for  a  covered  servicemember  with  a   serious  injury  or  illness  when  the  employee  is  the   spouse,  son,  daughter,  parent  or  next  of  kin  of   the  servicemember.    
  • 21. POLL     •  Have  you  ever  had  an  employee  take  military   caregiver  FMLA  leave?  
  • 22. Covered  Servicemember   •  Current  Servicemember:   •  A  current  member  of  the  Armed  Forces,  NaDonal   Guard  or  Reserves  and  is     •  undergoing  medical  treatment,  recuperaDon  or   therapy,  or  is  in  outpaDent  status,  or     •  is  on  the  temporary  disability  reDred  list,  for  a  serious   injury  of  illness  
  • 23. Covered  Servicemember   •  Covered  Veterans:   •  Member  of  the  Armed  Forces,  NaDonal  Guard  or   Reserves;   •  Discharged  or  released  from  service  under   condiDons  other  than  dishonorable  and   •  Discharged  within  the  five-­‐year  period  before  the   start  of  military  caregiver  leave  and     •  Undergoing  medical  treatment,  recuperaDon,  or   therapy  for  a  qualifying  serious  injury  or  illness  
  • 24. Serious  Injury  or  Illness   •  Current  Servicemember   •  Incurred  in  the  line  of  duty  and  may  cause   servicemember  to  be  medically  unfit  to  perform   the  duDes  of  the  servicemember’s  office,  grade,   rank,  or  raDng   •  Includes  injuries  or  illnesses  that  existed  prior  to   acDve  duty  that  were  aggravated  by  service  in  the   line  of  duty  
  • 25. Serious  Injury  or  Illness   •  Covered  Veterans   •  a  conDnuaDon  of  a  serious  injury  or  illness  that  was  incurred  or   aggravated  when  the  veteran  was  a  member  of  the  Armed   Forces  and  rendered  the  servicemember  unable  to  perform  the   duDes  of  the  servicemember’s  office,  grade,  rank,  or  raDng;  or   •  a  physical  or  mental  condiDon  for  which  the  veteran  has   received  a  U.S.  Department  of  Veterans  Affairs  Service-­‐Related   Disability  RaDng  (VASRD)  of  50  percent  or  greater,  and  the   need  for  military  caregiver  leave  is  related  to  that  condiDon;  or   •  a  physical  or  mental  condiDon  that  substanDally  impairs  the   veteran’s  ability  to  work  because  of  a  disability  or  disabiliDes   related  to  military  service,  or  would  do  so  absent  treatment;  or   •  an  injury  that  is  the  basis  for  the  veteran’s  enrollment  in  the   Department  of  Veterans  Affairs  Program  of  Comprehensive   Assistance  for  Family  Caregivers  
  • 26. 12  month  period  for  Military  Caregiver  Leave   •  Single  12  month  period  begins  the  day  of  leave   and  ends  12  months  later   •  Not  always  the  same  as  the  12  month  period   available  for  other  FMLA  leave  reasons   •  Eligible  employee  limited  to  combined  total  of   26  workweeks   •  Military  caregiver  leave  available  once  per   servicemember,  per  serious  injury  or  illness   •  Eligible  employee  can  care  for  more  than  one   covered  servicemember  at  a  Dme  during  leave  
  • 27. Next  of  Kin   •  a  blood  relaDve  who  has  been  designated  in   wriDng  by  the  servicemember  as  the  next  of   kin  for  FMLA  purposes   •  blood  relaDve  who  has  been  granted  legal   custody  of  the  servicemember   •  brothers  and  sisters   •  grandparents   •  aunts  and  uncles   •  first  cousins  
  • 28. Employee  ResponsibiliDes   •  Eligible  employees  may  be  required  to   provide:   •  30  days  advance  noDce  for  foreseeable  leave   •  NoDce  as  soon  as  pracDcable  when  not   foreseeable   •  Sufficient  informaDon  for  the  employer  to   understand  why  the  leave  is  needed   •  Timely  noDce  of  leave  being  FMLA  qualifying  if   not  addressed  prior  to  absence    
  • 29. Employee  ResponsibiliDes   •  And  if  requested,  employee  should:   •  Provide  cerDficaDon  requests  in  a  Dmely  manner   •  Provide  periodic  status  reports   •  Submit  fitness  for  duty  upon  return  to  work  
  • 30. Employer  ResponsibiliDes   •  Post  a  general  noDce  explaining  rights  and   responsibiliDes  (WH  PublicaDon  1420)   •  Posted  for  all  worker  to  see  in  common  area   •  Must  be  in  plain  view   •  Provided  in  other  languages  when  porDon  of   workforce  is  not  fluent  in  English   •  Provides  informaDon  regarding  filing  a  complaint   •  May  be  assessed  a  fine  for  not  posDng  
  • 31. Employer  ResponsibiliDes   •  Provide  wri8en  FMLA  policy   •  Best  place  is  in  an  employee  handbook   •  Contains  same  informaDon  as  in  poster,  at   minimum   •  Best  pracDce  to  include  further  detail  
  • 32. Employer  ResponsibiliDes   •  Provide  eligibility  noDce     •  Must  state  whether  the  employee  is  eligible,  and   if  not  eligible,  the  reason  why   •  Provided  within  5  business  days   •  Only  provided  once  in  a  12  month  period  unless   the  FMLA  qualifying  reason  is  different  or   eligibility  has  changed   •  Form  WH-­‐381  
  • 33. Employer  ResponsibiliDes   •  Provide  Rights  and  ResponsibiliDes  noDce   •  Qualified  leave  may  be  designated  and  counted  against   annual  leave  enDtlement   •  Requirements  of  cerDficaDon  of  the  need  for  leave   •  SubsDtuDon  of  paid  leave   •  Premium  payments  to  maintain  benefits   •  “Key  Employee”   •  Maintenance  of  benefits  during  leave   •  Job  restoraDon   •  Employee  potenDal  liability  of  health  insurance  premiums   if  employee  fails  to  return  to  work  aeer  leave   •  Other  informaDon   •  Form  WH-­‐381  
  • 34. CerDficaDon  of  Leave   •  Medical  CerDficaDon  for  serious  health   condiDon   •  Employer  must  allow  15  days  to  be  completed   •  Employee  responsible  for  any  costs   •  If  incomplete  or  insufficient,  provide  wri8en   noDce  to  employee  to  cure  (7  calendar  days)   •  WH-­‐380-­‐E,  WH-­‐380-­‐F   •  Employer  representaDve  can  authenDcate  and   clarify  cerDficaDon  (not  direct  supervisor!)   •  Employer  can  request  second  opinion  at   employer  cost  
  • 35. CerDficaDon  of  Leave  Request       •  Qualifying  Exigency   •  Copy  of  orders   •  Statement  of  facts   •  Approximate  Dmes  of  leave   •  Contact  informaDon  for  third  parDes   •  Proof  of  relaDonship   •  Cannot  request  second  or  third  opinions   •  Cannot  require  recerDficaDon     •  Must  allow  15  days  to  complete   •  Form  WH-­‐384  
  • 36. CerDficaDon  of  Leave  Request   •  Military  Caregiver   •  Completed  by  authorized  health  care  provider   •  DOD,  VA,  DOD  TRICARE,  Non-­‐military   •  For  veterans:   •  VASRD  raDng  document  acceptable;  may  sDll  require   confirmaDon  of  family  relaDonship  and  documentaDon  of   discharge  date   •  For  current  servicemembers:   •  ITO  or  ITA   •  Second  or  third  opinions  only  for  non-­‐military   affiliated  HCP   •  Must  allow  15  days  to  complete  
  • 37. Employer  ResponsibiliDes   •  DesignaDon  NoDce   •  Employer  is  responsible  for  designaDng  leave  as   FMLA  leave   •  NoDce  should  be  provided  within  5  business  days   •  Should  be  provided  for  each  qualifying  reason  per   applicable  12  month  period   •  Employer’s  determinaDon   •  Any  concurrent  use  of  paid  leave  requirements   •  Any  fitness  for  duty  requirements   •  Provides  amount  of  leave  counted  against   enDtlement   •  Form  WH-­‐382  
  • 38. Employer  ResponsibiliDes   •  Recordkeeping   •  Dates,  documents  and  records  of  FMLA  leave   •  Hours  if  intermi8ent   •  No  less  than  three  years   •  Medical  informaDon  must  be  maintained  in  a   confidenDal  manner  
  • 39. Employer  ResponsibiliDes     •  Maintenance  of  Employee  Benefits   •  Employer  maintains  payment  of  their   contribuDon  to  premiums   •  Employee  must  pay  their  premium  porDon   •  Same  condiDons  applied  as  if  the  employee  were   conDnuously  employed  
  • 40. Employer  ResponsibiliDes   •  Employee  Reinstatement   •  Same  posiDon,  or  to  an  equivalent  posiDon  with   equal  pay,  benefits  and  other  terms  and   condiDons   •  Pay  includes  bonuses,  uncondiDonal  pay   increases,  pay  premiums  and  opportunity  for   overDme   •  Benefits  include  insurance,  paid  Dme  off,   pensions,  educaDonal  benefits   •  Other  terms  and  condiDons  may  include  duDes,   condiDons,  responsibiliDes,  schedule,  locaDon  
  • 41. In  closing   •  Employers  cannot  interfere  with,  restrain  or   deny  employees’  FMLA  rights   •  It’s  prohibited  to  retaliate,  discriminate,   discharge  or  otherwise  consider  a  negaDve   factor  against  an  employee  for  exercising   FMLA  rights  
  • 42. HRCI  Cer)fica)on  Credits:     "This  webinar  has  been  pre-­‐cerDfied  for  1  hour  of  general  recerDficaDon  credit   toward  PHR,  SPHR  and  GPHR  recerDficaDon  through  the  HR  CerDficaDon  InsDtute.       We  will  send  out  a  confirma)on  e-­‐mail  to  all  those  that  are  confirmed  as   a:ended  with  the  program  ID  code  to  note  on  your  HRCI  recer)fica)on   applica)on  form.       The  use  of  this  seal  is  not  an  endorsement  by  the  HR  CerDficaDon  InsDtute  of  the  quality  of  the   program.    It  means  that  this  program  has  met  the  HR  CerDficaDon  InsDtute's  criteria  to  be  pre-­‐ approved  for  recerDficaDon  credit."   QUESTIONS?   G&A  Partners   info@gnapartners.com   (800)  253-­‐8562   *This webinar has been recorded and will be posted on the G&A website by Friday