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FMLA What Supervisors Need to Know

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Page 1: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

FMLA

What Supervisors Need to Know

Page 2: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

Session ObjectivesYou will be able to:

Identify the purpose and benefits of FMLARecognize when and to whom it appliesUnderstand key provisions of the lawAssist employees in handling leaves appropriatelyProtect yourself and our organization from liability

Page 3: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

• Purpose, benefits, basic provisions of FMLA

• Coverage and eligibility for leave

• Notice and recordkeeping requirements

• How rules affect benefits and hiring

• Prohibitions and potential liabilities

• Intermittent leaves and reinstatement

Session Outline• Purpose, benefits, basic provisions of FMLA

• Coverage and eligibility for leave

• Notice and recordkeeping requirements

• How rules affect benefits and hiring

• Prohibitions and potential liabilities

• Intermittent leaves and reinstatement

Page 4: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

• Allows leave for family and medical issues

• Provides for the maintenance of benefits

• Guarantees reinstatement to the same or an equivalent position

How FMLA Helps Employees• Allows leave for family and medical issues

• Provides for the maintenance of benefits

• Guarantees reinstatement to the same or an equivalent position

Page 5: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

FMLA History• Federal law enacted

in 1993• Military family leave

provisions added in 2008• Final revised regulations

issued in 2008• Helps employees

balance work and family• Federal law allows

states to include more expansive provisions

Page 6: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

Amount of Leave AllowedFMLA allows 12 weeks of unpaid leave for the care of:

• A newly born, adopted, or foster-placed child

• A spouse, child, or parent with a “serious health condition”

• Your own serious health condition

Page 7: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

• 12 weeks of leave during a 12-month period due to a qualifying exigency arising out of a call to active duty

• 26 weeks of leave during a 12-month period to care for a family member injured or ill as a result of service in the military

2008 Family Military Leave Amendment• 12 weeks of leave

during a 12-month period due to a qualifying exigency arising out of a call to active duty

• 26 weeks of leave during a 12-month period to care for a family member injured or ill as a result of service in the military

Page 8: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

FMLA allows substitution of paid leave for unpaid FMLA leave including:

• Vacation, personal, or sick leave

• Paid leave

• Short-term disability insurance

• Workers’ compensation leave

Substituting Paid Leave For Unpaid FMLA LeaveFMLA allows substitution of paid leave for unpaid FMLA leave including:

• Vacation, personal, or sick leave

• Paid leave

• Short-term disability insurance

• Workers’ compensation leave

Page 9: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

Substituting Paid Leave (cont.)

Substitution rules for family military leave

• Qualifying exigency leave

• Serviceperson caregiver leave

Page 10: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

Reasons for Leave: Serious Health Condition• Physical or

mental condition

• Pregnancy or prenatal care

• Chronic, serious condition

• Multiple medical treatments

Page 11: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

Reasons for Leave: Bonding With a Child“Bonding” leave may be taken by an employee for the:

• Birth of his or her own child, or

• Placement of a child with the employee for adoption or foster care

Page 12: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

Employees may take leave to care for a covered family member in the armed forces who is:

• Undergoing medical treatment, recuperation, or therapy

• In military outpatient treatment

• On the temporary disability retired list

Employees may take leave to care for a covered family member in the armed forces who is:

• Undergoing medical treatment, recuperation, or therapy

• In military outpatient treatment

• On the temporary disability retired list

Reasons for Leave: Caring for a Servicemember

Page 13: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

Qualifying exigencies include:• Short-notice deployment• Military events and related activities• Childcare and school activities• Counseling• Financial and legal matters• Periods of rest and recuperation• Post-deployment activities• Other activities

Qualifying exigencies include:• Short-notice deployment• Military events and related activities• Childcare and school activities• Counseling• Financial and legal matters• Periods of rest and recuperation• Post-deployment activities• Other activities

Reasons for Leave: Qualifying Exigency

Page 14: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

Would You Approve These Requests?Employee requests 12 weeks of leave:

• Wife has cancer and needs home care

• Employee used 3 weeks of leave 6 months ago for surgery

Would you approve this leave?

Page 15: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

Would You Approve These Requests? (cont.)

Employee requests 12 weeks of leave:

• Husband was injured on active duty

• Employee used 12 weeks of leave 9 months ago

Would you approve this leave?

Page 16: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

Would You Approve These Requests? (cont.)

Employee requests 30 days of leave:

• Needs inpatient treatment for alcoholism

• Has never requested leave before

Would you approve this leave?

Page 17: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

Certification includes:

• Healthcare provider contact information

• The starting date and expected duration

• Medical facts

• A statement of the need for time off

• Information on the ability to perform essential functions

Certification includes:

• Healthcare provider contact information

• The starting date and expected duration

• Medical facts

• A statement of the need for time off

• Information on the ability to perform essential functions

Medical Certification of Serious Health Condition

Page 18: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

• We may contact the healthcare provider

• Privacy requirements must be met

• More information may be needed

• We may contact the healthcare provider

• Privacy requirements must be met

• More information may be needed

Medical Certification (cont.)

Page 19: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

Medical Certification (cont.)

• DOL forms

• In most cases, employees must return form within 15 days

• Certification may be required for family military leave

Page 20: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

Second and Third Opinions• We may request an

independent medical examination

• We may also request a third opinion

• Third opinion is binding and final

• We pay for these opinions

Page 21: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

FMLA: Basic ProvisionsDo you understand:• The purpose of FMLA?• The amount of leave

FMLA allows?• What a “serious health

condition” is?• When “bonding” leave

is available?• What a “qualifying

exigency” is?• The requirements for medical

certification and consultation?

Page 22: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

Who’s Covered?• Private employers

• State and local governments and most federal employers

Page 23: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

Eligible Employees• Worked for 12 months

for our organization

• Worked for a total of 1,250 hours in the most recent 12 months

Page 24: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

Eligible Employees (cont.)

• Consecutive months of service not required—can be 7-year break in service

• All employees on payroll count toward 50 employee requirement

• Worksite count made at time of leave request

• 50 employee requirement site-specific

Page 25: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

Employees must:

• Give at least 30 days’ notice or reasonable notice where leave is foreseeable

• Give notice under employer’s usual and customary notice requirements where leave is not foreseeable

• Give notice “as soon as possible” if the need for military leave is foreseeable

• Provide certification as required

Notice RequirementsEmployees must:

• Give at least 30 days’ notice or reasonable notice where leave is foreseeable

• Give notice under employer’s usual and customary notice requirements where leave is not foreseeable

• Give notice “as soon as possible” if the need for military leave is foreseeable

• Provide certification as required

Page 26: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

We must provide:

• Eligibility notice (within 5 days)

• Rights and responsibilities notice (within 5 days)

• Designation notice

Notice Requirements (cont.)

We must provide:

• Eligibility notice (within 5 days)

• Rights and responsibilities notice (within 5 days)

• Designation notice

Page 27: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

Recordkeeping Requirements• We must retain

records for 3 years

• We must keep records confidential

Page 28: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

FMLA and Benefits• We must maintain:

• Group health benefits

• Other benefits according to company policy

• We may count FMLA leave against employees for attendance or bonuses

Page 29: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

• Premiums must continue to be paid

• Employees are entitled to new benefits

• Changes of benefits notices must be given to employees on FMLA leave

• Benefits must pick up where they left off if employee stops them during leave

FMLA and Benefits (cont.)

• Premiums must continue to be paid

• Employees are entitled to new benefits

• Changes of benefits notices must be given to employees on FMLA leave

• Benefits must pick up where they left off if employee stops them during leave

Page 30: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

FMLA: Basic ProvisionsDo you understand:

• Covered employees?

• Eligible employees?

• Notice and recordkeeping requirements?

• Requirements concerning benefits?

Page 31: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

Prohibitions and LiabilitiesUnder FMLA, we may not:• Interfere with employee

rights• Retaliate against any

employee • Discriminate against or

discharge employees who oppose unlawful practices

• Discharge an employee for filing charges

Page 32: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

• We may be liable for damages if we violate employees’ FMLA rights

• You could also be liable

• We may be liable for damages if we violate employees’ FMLA rights

• You could also be liable

Prohibitions and Liabilities (cont.)

Page 33: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

Special Cases• Current substance abuse

treatment is covered• Spouses in same workplace:

• Do not each get 12 weeks’ leave for bonding or to care for a parent with a serious health condition

• Are limited to a total of 12 weeks for family members on active duty or called to active duty

• Caring for injured or ill servicemember

Page 34: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

Intermittent Leave• Permitted for serious

health conditions

• Permitted for family military leave

• Prohibited for bonding leave unless employer allows it

Page 35: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

Light-Duty LeaveAlternate duty arrangements:

• Nonintermittent leave

• Alternate duty hours

Page 36: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

• Qualified employees keep same or equivalent job

• We may deny reinstatement if employees:

• Would not have remained employed

• Announce intent not to return

• Have taken leave fraudulently or violated policy

• Are no longer qualified to perform the job

• Qualified employees keep same or equivalent job

• We may deny reinstatement if employees:

• Would not have remained employed

• Announce intent not to return

• Have taken leave fraudulently or violated policy

• Are no longer qualified to perform the job

Reinstatement

Page 37: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

Reinstatement (cont.)

• We may deny reinstatement to “key employees”

• We may delay reinstatement until an employee provides a fitness-for-duty certificate

Page 38: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

FMLA Leave:True or False?

A second and third medical opinion may be required before approving a request for leave for an employee’s or family member’s serious health condition.

An employee must give 30 days’ notice to request any FMLA leave.

Our organization must pay insurance premiums while an employee is on leave, but the employee must continue to pay copayments.

Employees who take leave are guaranteed to be reinstated to their previous job.

FMLA applies to all private employers.

Page 39: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

Key Points to Remember

Their own serious health condition;

To care for a family member with a serious health condition;

Due to a qualifying exigency; or

For the birth or placement of a child with the employee for adoption or foster care

Eligible employees can take up to 12 weeks of leave in a 12-month period for:

Page 40: FMLA What Supervisors Need to Know. © Business & Legal Reports, Inc. 0901 Session Objectives You will be able to: Identify the purpose and benefits of

© Business & Legal Reports, Inc. 0901

Eligible employees can take up to 26 weeks of leave in a 12-month period to care for a family member who has become injured or ill while on active duty

Leave can be taken intermittently

Workers generally receive benefits while on leave and are reinstated when leave expires