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Suarez | Griffin PL

          presents


FMLA, You’ve Got To
  Be Kidding Me!
   Orlando, August 30, 2010
   HR Florida State Council

                              1
ROIs

    1. Brief overview of FMLA
  2. Discuss FMLA amendments
 3. Review trends through recent
              caselaw
4. Discuss ways to avoid problems
            and pitfalls


                                    2
Which Employers Must Provide Leave
 and Which Employees May Take It?
• Private Sector: 50 or more employees w/in
  75 mile radius who have worked 1,250 hours
  within previous 12 months
• Public Sector: Federal, state and local
  governments and schools.




                                         3
Airline Flight Crews
• The employee meets the 1250 hours if:
 - the employee has worked/been paid no
 less than 60% “total monthly guarantee” for
 previous 12 months
 - the employee has worked/been paid for
 not less than 504 hours during previous 12
 months (doesn’t count commute or time on
 leave)

                                           4
Airline Flight Crews
• “Applicable Monthly Guarantee”:
  Number of hours the employer agreed to schedule
  the employee for any given month;
  If on reserve status, the number of hours the
  employer has agreed to pay the employee for any
  given month
• Employer must maintain on file with the Secretary
  information regarding the montly guarantee and
  each category of employee to which it applies

                                                 5
When May an Employee
          Take Leave?
• Qualifying exigency arising because spouse,
son, daughter, or parent is on active duty, or
has been notified of impending call to active
duty, in support of a contingency operation;
• To care for covered servicemember with
serious injury or illness if the employee is the
spouse, son, daughter, parent, next of kin
                                               6
Qualifying Exigency
• Short-notice deployment (7 or less calendar days
  before deployment)
• Military events and related activities
• Childcare and school activities
• Financial and legal arrangements
• Counseling
• Rest and recuperation
• Post-deployment activities
• Additional activities
                                                7
Covered Servicemember Serious
            Injury or Illness
• Illness or injury incurred in line of duty on active
  duty that may render the servicemember medically
  unfit to perform the duties of his/her office, grade,
  rank, rating.
• “Per servicemember, per injury” basis (but 26
  weeks in single 12 month period still applies)




                                                    8
How Much Leave May An Employee
              Take?
• 12 Weeks (total for any qualifying reason):
  - Birth, adoption or placement of a child
  - Care for family member with serious health   condition
  - Employee’s serious health condition
  - Because of a qualifying exigency
• 26 Weeks (total for any qualifying reason):
  - Care for covered servicemember with serious injury or
  illness during a “single 12 month period”

                                                            9
• Employee obligations
  – Employee must provide medical certification
    when required
  – Employee must provide Active Duty Orders for
    qualifying exigency if requested by employer
  – Certification of qualifying exigency
  – Verification of qualifying exigency




                                                  10
Employee’s Serious Health
          Conditions
• Inpatient care
• Continuing Treatment (3 days of incapacitation):
• Pregnancy-related conditions
• Chronic health conditions
• Permanent or long term conditions
• Treatment to prevent incapacitation or restorative
  surgery
• Pregnancy, chronic absences w/o 3 days of
  incapacitation or health care provider visit
                                                 11
Types of Leave
• Single Block of Leave
• Intermittent Leave
  -   employer agreement not needed for serious health
      condition or qualifying exigency; only for birth or
      placement of child
• Reduced Leave Schedule
  -   employer agreement not needed for serious health
      condition or qualifying exigency; only for birth or
      placement of child
  -   can temporarily move employee to a different position,
      but make sure equivalent pay and benefits – be careful!
                                                            12
Tips for Managing
           Intermittent Leave
• Remember eligibility rule (once employee is
  eligible, he remains so for 12 months!)
• Always require medical certification
  – Form should state whether intermittent or
    reduced leave is required
  – Require frequent recertification


                                                13
• Upon receipt of healthcare provider
  certification form from an employee, the
  employer should:
• -   CAREFULLY examine the certification
      form
• -   CLARIFY any confusing or contradictory
      information
• -   CONSULT another qualified healthcare
      provider as needed
                                             14
• Require employees to provide
  “recertification” forms when initial
  certification form expires and each time it
  expires thereafter.
• When duration of leave is unknown,
  employer may request recertification every
  30 days following date of initial form.

                                                15
• Employees may also be required to provide
  recertification forms for the following:
  – Nature or pattern of absences changes suddenly
  – Employer received information which brings reason for
    leave into question
  – Nature of prognosis or circumstances surrounding
    absences changes
  – Employee requests an extension of leave of absence
    period
• Employees may not be required to provide
  recertification forms in connection with chronic or
  ongoing conditions (including pregnancy) for
  periods during which they have not requested any
  leave                                            16
• Require foreseeable leave to be scheduled
  in least disruptive way to workplace
• Discuss possibility of reduced work week,
  even if not requested (but you can’t force!)
• Consider temporary transfer to position
  where intermittent absences won’t have
  such an impact
                                             17
• Carefully track all time
  – Can be deducted in as small increments as your
    system allows
  – Will not impact exempt status under FLSA
• Remember only time actually used for
  certified purposes is covered
• Careful enforcing attendance policies



                                               18
Interference with FMLA Rights
• It is unlawful for any employer to interfere with,
  restrain or deny the exercise of or the attempt to
  exercise, any right provided under the FMLA. (See
  § 29 U.S.C. § 2615(a)(1).)
• You cannot retaliate against an employee for
  – exercising her rights under FMLA
  – opposing any practice made unlawful by FMLA
• Careful of terminating anyone recently on FMLA
  leave or whose requests were denied
                                                  19
Case Study #1
• Katherine was an employee of the company who experienced
  respiratory problems because of her asthma. Her doctor suggested
  that she take a leave of absence from her job to determine if a change
  of environment would improve her condition.
• When she requested her leave, she was one week shy of her one year
  with the Company. Knowing she could not take FMLA leave until after
  she was employed one year, she specifically requested she be allowed
  to begin the leave after her one-year anniversary.
• The Company fired her for substandard performance the day after she
  requested the FMLA leave.
• Can the Company do this? Does she have recourse? If so, what
  grounds? How would you handle this?

                                                                    20
Case Study #2
• Annette has been employed by the Company for 7 years.
  During her employ, she has earned one promotion and
  consistently received satisfactory evaluations.
• Earlier this month, Annette’s same sex partner gave birth to
  a baby boy.
• Annette took her last available week of vacation to be with
  her partner and baby immediately upon the birth.
• Upon her return, Annette requests from you paperwork to
  apply for FMLA. What do you do?

                                                         21
Case Study #3
• Marsha and Mark are a married couple who both work for
  the Company. When they have a baby, Marsha takes four
  weeks of FMLA for her own serious medical condition –
  recovery from child birth and four weeks for the care of the
  newborn.
• Mark takes four weeks also for the care of the newborn.
• Later in the year, the baby develops a serious medical
  condition. Mark requests leave under the FMLA.
• Can he take the time? If so, how much?

                                                           22
Frequently Asked Questions
• Can you get fired during FMLA leave?
Yes – if terminable performance problem is first realized when the individual is on
   leave.


•   Yes – if part of a legitimate layoff



• UPDATE: Leave for employees with
  covered servicemembers are limited to 26
  weeks per year, regardless of the qualifying
  reason.                                   23
FMLA Litigation: What You
        Need to Know
• Employee claiming she was terminated because
  she requested or took FMLA leave must prove:
  – She was eligible for the leave
  – There was qualifying condition
  – She gave proper notice to employer and complied with
    all aspects of FMLA
  – She was terminated
  – Her request for leave was a motivating factor in
    employer’s decision
                                                       24
ALL FMLA REGULATIONS
• TO ACCESS ALL FMLA REGULATIONS,
  PLEASE SEE THE DEPARTMENT OF
  LABOR WEBSITE:


 www.dol.gov/allcfr/ESA/Title_29/Part_825/
Additional Information
• As we were unable to get through the entire presentation, I
  would be happy to answer any questions concerning the
  remainder of the presentation, the FMLA in general and the
  interrelationship of the FMLA with other laws. Please feel
  free to contact me:
                          Donna Griffin
                        Suarez | Griffin PL
                         14115 Stilton Street
                          Tampa, FL 33626

                 donna@suarezgriffin.com
          813.433.9003 (work) ~ 727.410.3877 (cell)

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Griffin - FMLA, You've Got to be Kidding Me!

  • 1. Suarez | Griffin PL presents FMLA, You’ve Got To Be Kidding Me! Orlando, August 30, 2010 HR Florida State Council 1
  • 2. ROIs 1. Brief overview of FMLA 2. Discuss FMLA amendments 3. Review trends through recent caselaw 4. Discuss ways to avoid problems and pitfalls 2
  • 3. Which Employers Must Provide Leave and Which Employees May Take It? • Private Sector: 50 or more employees w/in 75 mile radius who have worked 1,250 hours within previous 12 months • Public Sector: Federal, state and local governments and schools. 3
  • 4. Airline Flight Crews • The employee meets the 1250 hours if: - the employee has worked/been paid no less than 60% “total monthly guarantee” for previous 12 months - the employee has worked/been paid for not less than 504 hours during previous 12 months (doesn’t count commute or time on leave) 4
  • 5. Airline Flight Crews • “Applicable Monthly Guarantee”: Number of hours the employer agreed to schedule the employee for any given month; If on reserve status, the number of hours the employer has agreed to pay the employee for any given month • Employer must maintain on file with the Secretary information regarding the montly guarantee and each category of employee to which it applies 5
  • 6. When May an Employee Take Leave? • Qualifying exigency arising because spouse, son, daughter, or parent is on active duty, or has been notified of impending call to active duty, in support of a contingency operation; • To care for covered servicemember with serious injury or illness if the employee is the spouse, son, daughter, parent, next of kin 6
  • 7. Qualifying Exigency • Short-notice deployment (7 or less calendar days before deployment) • Military events and related activities • Childcare and school activities • Financial and legal arrangements • Counseling • Rest and recuperation • Post-deployment activities • Additional activities 7
  • 8. Covered Servicemember Serious Injury or Illness • Illness or injury incurred in line of duty on active duty that may render the servicemember medically unfit to perform the duties of his/her office, grade, rank, rating. • “Per servicemember, per injury” basis (but 26 weeks in single 12 month period still applies) 8
  • 9. How Much Leave May An Employee Take? • 12 Weeks (total for any qualifying reason): - Birth, adoption or placement of a child - Care for family member with serious health condition - Employee’s serious health condition - Because of a qualifying exigency • 26 Weeks (total for any qualifying reason): - Care for covered servicemember with serious injury or illness during a “single 12 month period” 9
  • 10. • Employee obligations – Employee must provide medical certification when required – Employee must provide Active Duty Orders for qualifying exigency if requested by employer – Certification of qualifying exigency – Verification of qualifying exigency 10
  • 11. Employee’s Serious Health Conditions • Inpatient care • Continuing Treatment (3 days of incapacitation): • Pregnancy-related conditions • Chronic health conditions • Permanent or long term conditions • Treatment to prevent incapacitation or restorative surgery • Pregnancy, chronic absences w/o 3 days of incapacitation or health care provider visit 11
  • 12. Types of Leave • Single Block of Leave • Intermittent Leave - employer agreement not needed for serious health condition or qualifying exigency; only for birth or placement of child • Reduced Leave Schedule - employer agreement not needed for serious health condition or qualifying exigency; only for birth or placement of child - can temporarily move employee to a different position, but make sure equivalent pay and benefits – be careful! 12
  • 13. Tips for Managing Intermittent Leave • Remember eligibility rule (once employee is eligible, he remains so for 12 months!) • Always require medical certification – Form should state whether intermittent or reduced leave is required – Require frequent recertification 13
  • 14. • Upon receipt of healthcare provider certification form from an employee, the employer should: • - CAREFULLY examine the certification form • - CLARIFY any confusing or contradictory information • - CONSULT another qualified healthcare provider as needed 14
  • 15. • Require employees to provide “recertification” forms when initial certification form expires and each time it expires thereafter. • When duration of leave is unknown, employer may request recertification every 30 days following date of initial form. 15
  • 16. • Employees may also be required to provide recertification forms for the following: – Nature or pattern of absences changes suddenly – Employer received information which brings reason for leave into question – Nature of prognosis or circumstances surrounding absences changes – Employee requests an extension of leave of absence period • Employees may not be required to provide recertification forms in connection with chronic or ongoing conditions (including pregnancy) for periods during which they have not requested any leave 16
  • 17. • Require foreseeable leave to be scheduled in least disruptive way to workplace • Discuss possibility of reduced work week, even if not requested (but you can’t force!) • Consider temporary transfer to position where intermittent absences won’t have such an impact 17
  • 18. • Carefully track all time – Can be deducted in as small increments as your system allows – Will not impact exempt status under FLSA • Remember only time actually used for certified purposes is covered • Careful enforcing attendance policies 18
  • 19. Interference with FMLA Rights • It is unlawful for any employer to interfere with, restrain or deny the exercise of or the attempt to exercise, any right provided under the FMLA. (See § 29 U.S.C. § 2615(a)(1).) • You cannot retaliate against an employee for – exercising her rights under FMLA – opposing any practice made unlawful by FMLA • Careful of terminating anyone recently on FMLA leave or whose requests were denied 19
  • 20. Case Study #1 • Katherine was an employee of the company who experienced respiratory problems because of her asthma. Her doctor suggested that she take a leave of absence from her job to determine if a change of environment would improve her condition. • When she requested her leave, she was one week shy of her one year with the Company. Knowing she could not take FMLA leave until after she was employed one year, she specifically requested she be allowed to begin the leave after her one-year anniversary. • The Company fired her for substandard performance the day after she requested the FMLA leave. • Can the Company do this? Does she have recourse? If so, what grounds? How would you handle this? 20
  • 21. Case Study #2 • Annette has been employed by the Company for 7 years. During her employ, she has earned one promotion and consistently received satisfactory evaluations. • Earlier this month, Annette’s same sex partner gave birth to a baby boy. • Annette took her last available week of vacation to be with her partner and baby immediately upon the birth. • Upon her return, Annette requests from you paperwork to apply for FMLA. What do you do? 21
  • 22. Case Study #3 • Marsha and Mark are a married couple who both work for the Company. When they have a baby, Marsha takes four weeks of FMLA for her own serious medical condition – recovery from child birth and four weeks for the care of the newborn. • Mark takes four weeks also for the care of the newborn. • Later in the year, the baby develops a serious medical condition. Mark requests leave under the FMLA. • Can he take the time? If so, how much? 22
  • 23. Frequently Asked Questions • Can you get fired during FMLA leave? Yes – if terminable performance problem is first realized when the individual is on leave. • Yes – if part of a legitimate layoff • UPDATE: Leave for employees with covered servicemembers are limited to 26 weeks per year, regardless of the qualifying reason. 23
  • 24. FMLA Litigation: What You Need to Know • Employee claiming she was terminated because she requested or took FMLA leave must prove: – She was eligible for the leave – There was qualifying condition – She gave proper notice to employer and complied with all aspects of FMLA – She was terminated – Her request for leave was a motivating factor in employer’s decision 24
  • 25. ALL FMLA REGULATIONS • TO ACCESS ALL FMLA REGULATIONS, PLEASE SEE THE DEPARTMENT OF LABOR WEBSITE: www.dol.gov/allcfr/ESA/Title_29/Part_825/
  • 26. Additional Information • As we were unable to get through the entire presentation, I would be happy to answer any questions concerning the remainder of the presentation, the FMLA in general and the interrelationship of the FMLA with other laws. Please feel free to contact me: Donna Griffin Suarez | Griffin PL 14115 Stilton Street Tampa, FL 33626 donna@suarezgriffin.com 813.433.9003 (work) ~ 727.410.3877 (cell)