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HUMAN CAPITAL PRACTICE

                       ALERT
                       March 2013          www.willis.com




NEW FMLA POSTER,
FORMS, POLICY
REQUIRED: MARCH 8
The U.S. Department of Labor (DOL) has released the new Federal
Family Medical Leave Act Notice revised 2/5/13. The updates are
effective March 8 and include changes to military family leave,
allowing for greater leeway to attend to personal matters and medical
needs related to service members’ families. Additionally, airline flight
crew employees will have greater access to benefits of the FMLA. The
final regulation also revises a handful of existing regulatory
provisions and removes the model FMLA forms from the appendices
of the regulations. (The final rule implementing the FMLA
amendments were released under the National Defense
Authorization Act of 2010 [NDAA] and the Airline Flight Crew
Technical Corrections Act [AFCTCA].)

Employers are therefore well advised to review and revise written
FMLA policies and/or employee handbooks as necessary to reflect
the expanded categories of FMLA leave. They should also obtain new
FMLA certification forms and post the new FMLA poster, all of
which are available via the DOL’s website.



MILITARY FAMILY LEAVE
The new rules regarding military family leave are not controversial
and effectively carry out the amendments made by the NDAA.



CAREGIVER LEAVE
Caregiver leave can be taken up to five years after the service
member leaves the military and for an injury or illness that resulted
from a condition predating the individual’s active duty but that was
exacerbated by the military service. Prior to the NDAA, caregiver
leave was available only to employees caring for current service
members, not veterans.
QUALIFYING EXIGENCY                               meet the FMLA hours of service eligibility requirement if he or she
                                                  has worked or been paid for not less than 60% of the applicable total
                                                  monthly guarantee and has worked or been paid for not fewer than
Prior to the NDAA’s enactment, exigency leave
                                                  504 hours during the previous 12 months. This calculation does not
only was available to family members of
                                                  include personal commute time or time spent on vacation, medical
Reserve and National Guard members, not
                                                  or sick leave. The changes will result in more employees who are
regular service members. However, the NDAA
                                                  eligible for FMLA leave.
and proposed regulations reverse that
position. FMLA leave is available to family
                                                  The final rule also includes listing of all special requirements
members of regular armed service members,
                                                  applicable only to airline flight crew employees and their employers
as well as family members of Reserve and
                                                  (subpart H), adoption of a uniform entitlement for airline flight crew
National Guard members, as long as they are
                                                  employees of 72 days of leave per applicable leave year for one or
being deployed to a foreign country. The final
                                                  more FMLA-qualifying reason and 156 days of military caregiver
regulation also added and tweaked current
                                                  leave, and imposition of special recordkeeping requirements on
qualifying exigencies:
                                                  employers of airline flight crew employees.
n   Expands from five to 15 days the amount

                                                  OTHER NOTABLE CHANGES
    of “Rest and Recuperation” FMLA leave
    an eligible employee can take to spend
    with a covered family member; and
n   Creates a new category for parental care      PHYSICAL IMPOSSIBILITY
    (caring for the service member’s parent
    when the parent is incapable of self-care)    Although the DOL appeared poised to make changes to the “physical
                                                  impossibility rule,” it simply reminded employers that this rule is to
                                                  be applied in only the most limited circumstances, and that the
AIRLINE FLIGHT CREW FMLA                          employer bears the responsibility to restore the employee to the

LEAVE
                                                  same or equivalent position as soon as possible. Notably, the DOL
                                                  shared the following in its Fact Sheet 28I:

Enacted in 2009, AFCTCA closed an apparent              “In a situation where it is physically impossible for an
loophole in the “hours worked” eligibility              employee using intermittent leave or working a
requirements for airline pilots and flight              reduced leave schedule to begin or end work mid-way
attendants whose unique schedules often left            through a shift, the entire period the employee must be
them short of the hours required to qualify for         absent is designated as FMLA-protected leave and
FMLA leave. Under the FMLA, employees                   counts against the employee’s FMLA entitlement. The
must work at least 1,250 hours in the previous          period of the physical impossibility is limited to the
12-month period, which equates to 60% of a              period when the employer is unable to permit the
typical 40-hour workweek.                               employee to work prior to a period of FMLA leave or
                                                        return the employee to the same or equivalent position
AFCTCA applies the same concept to airline              after a period of FMLA leave due to the physical
flight crews, providing that the hours flight           impossibility. This rule applies only to situations where
crew employees work or for which they are               it is truly physically impossible to return the employee
paid – not just those hours working in flight –         to work after an FMLA-qualifying absence, for
count as hours of service for purposes of               example, a railroad conductor whose FMLA leave
FMLA eligibility. Under AFCTCA and the                  prevents him from boarding the train before it leaves
FMLA regulations, an airline flight crew                for its scheduled trip.”
employee (as defined by FAA regulations) will




                                                           2                                     Willis North America • 3/13
INCREMENTS OF LEAVE
The DOL maintained a provision that allows employers to use
varying increments of leave at different times of the work day or
shift. It reaffirmed the current rule that employers “must allow
employees to use FMLA leave in the smallest increment of time the
employer allows for the use of other forms of leave, as long as it is no
more than one hour.”

DOL’S MODEL FMLA FORMS
Notably, the WHD removed its model FMLA forms from the
regulations’ appendices. Employers may now find the optional-use
forms on the DOL website. This change was made so that DOL has
the flexibility to change (and, hopefully, improve) the forms as
needed without getting bogged down in the regulatory approval
process. DOL remarked that any future substantive changes to the
forms will remain subject to normal notice and comment



RESOURCES
More information regarding the rule, including a side-by-side
comparison of the new rule with the prior version, frequently asked
questions and a fact sheet, is available on the DOL’s website.



CLARIFICATION
The DOL has released clarification of the definition of “son or
daughter” under Section 101(12) of the FMLA as it applies to an
individual 18 years of age or older and incapable of self-care because
of a mental or physical disability.




         3                                      Willis North America • 3/13
KEY CONTACTS
U.S. HUMAN CAPITAL PRACTICE OFFICE LOCATIONS


NEW ENGLAND            ATLANTIC                Marietta, GA
                                               770 425 6700
Auburn, ME             Baltimore, MD
207 783 2211           410 584 7528            Miami, FL
                                               305 421 6208
Bangor, ME             Knoxville, TN
207 942 4671           865 588 8101            Mobile, AL
                                               251 544 0212
Boston, MA             Memphis, TN
617 437 6900           901 248 3103            Orlando, FL
                                               407 562 2493
Burlington, VT         Metro DC
802 264 9536           301 581 4262            Raleigh, NC
                                               704 344 4856
Hartford, CT           Nashville, TN
860 756 7365           615 872 3716            Savannah, GA
                                               912 239 9047
Manchester, NH         Norfolk, VA
603 627 9583           757 628 2303            Tallahassee, FL
                                               850 385 3636
Portland, ME           Reston, VA
207 553 2131           703 435 7078            Tampa, FL
                                               813 490 6808
Shelton, CT            Richmond, VA            813 289 7996
203 924 2994           804 527 2343
                                               Vero Beach, FL
NORTHEAST              Rockville, MD           772 469 2842
                       301 692 3025
Buffalo, NY                                    MIDWEST
716 856 1100           SOUTHEAST
                                               Appleton, WI
Morristown, NJ         Atlanta, GA             800 236 3311
973 539 1923           404 224 5000
                                               Chicago, IL
Mt. Laurel, NJ         Birmingham, AL          312 288 7700
856 914 4600           205 871 3300            312 348 7700

New York, NY           Charlotte, NC           Cleveland, OH
212 915 8802           704 344 4856            216 861 9100

Norwalk, CT            Gainesville, FL         Columbus, OH
203 523 0501           352 378 2511            614 326 4722

Radnor, PA             Greenville, SC          Detroit, MI
610 254 7289           704 344 4856            248 539 6600

Wilmington, DE         Jacksonville, FL        Grand Rapids, MI
302 397 0171           904 562 5552            616 957 2020




                                                              Willis North America • 02/13
Milwaukee, WI       WESTERN
262 780 3476
                    Fresno, CA
Minneapolis, MN     559 256 6212
763 302 7131
763 302 7209        Irvine, CA
                    949 885 1200
Moline, IL
309 764 9666        Las Vegas, NV
                    602 787 6235
Pittsburgh, PA      602 787 6078
412 645 8506
                    Los Angeles, CA
Schaumburg, IL      213 607 6300
847 517 3469
                    Phoenix, AZ
SOUTH CENTRAL       602 787 6235
                    602 787 6078
Amarillo, TX
806 376 4761        Portland, OR
                    503 274 6224
Austin, TX
512 651 1660        Rancho/Irvine, CA
                    562 435 2259
Dallas, TX
972 715 2194        San Diego, CA
972 715 6272        858 678 2000
                    858 678 2132
Denver, CO
303 765 1564        San Francisco, CA
303 773 1373        415 291 1567

Houston, TX         San Jose, CA
713 625 1017        408 436 7000
713 625 1082
                    Seattle, WA
McAllen, TX         800 456 1415
956 682 9423

Mills, WY           The information contained in this publication is
307 266 6568        not intended to represent legal or tax advice and
                    has been prepared solely for educational
                    purposes. You may wish to consult your attorney
New Orleans, LA     or tax adviser regarding issues raised in this
504 581 6151        publication.

Oklahoma City, OK
405 232 0651

Overland Park, KS
913 339 0800

San Antonio, TX
210 979 7470

Wichita, KS
316 263 3211



                                                                        Willis North America • 02/13

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New FMLA poster, forms, policy required: March 8

  • 1. HUMAN CAPITAL PRACTICE ALERT March 2013 www.willis.com NEW FMLA POSTER, FORMS, POLICY REQUIRED: MARCH 8 The U.S. Department of Labor (DOL) has released the new Federal Family Medical Leave Act Notice revised 2/5/13. The updates are effective March 8 and include changes to military family leave, allowing for greater leeway to attend to personal matters and medical needs related to service members’ families. Additionally, airline flight crew employees will have greater access to benefits of the FMLA. The final regulation also revises a handful of existing regulatory provisions and removes the model FMLA forms from the appendices of the regulations. (The final rule implementing the FMLA amendments were released under the National Defense Authorization Act of 2010 [NDAA] and the Airline Flight Crew Technical Corrections Act [AFCTCA].) Employers are therefore well advised to review and revise written FMLA policies and/or employee handbooks as necessary to reflect the expanded categories of FMLA leave. They should also obtain new FMLA certification forms and post the new FMLA poster, all of which are available via the DOL’s website. MILITARY FAMILY LEAVE The new rules regarding military family leave are not controversial and effectively carry out the amendments made by the NDAA. CAREGIVER LEAVE Caregiver leave can be taken up to five years after the service member leaves the military and for an injury or illness that resulted from a condition predating the individual’s active duty but that was exacerbated by the military service. Prior to the NDAA, caregiver leave was available only to employees caring for current service members, not veterans.
  • 2. QUALIFYING EXIGENCY meet the FMLA hours of service eligibility requirement if he or she has worked or been paid for not less than 60% of the applicable total monthly guarantee and has worked or been paid for not fewer than Prior to the NDAA’s enactment, exigency leave 504 hours during the previous 12 months. This calculation does not only was available to family members of include personal commute time or time spent on vacation, medical Reserve and National Guard members, not or sick leave. The changes will result in more employees who are regular service members. However, the NDAA eligible for FMLA leave. and proposed regulations reverse that position. FMLA leave is available to family The final rule also includes listing of all special requirements members of regular armed service members, applicable only to airline flight crew employees and their employers as well as family members of Reserve and (subpart H), adoption of a uniform entitlement for airline flight crew National Guard members, as long as they are employees of 72 days of leave per applicable leave year for one or being deployed to a foreign country. The final more FMLA-qualifying reason and 156 days of military caregiver regulation also added and tweaked current leave, and imposition of special recordkeeping requirements on qualifying exigencies: employers of airline flight crew employees. n Expands from five to 15 days the amount OTHER NOTABLE CHANGES of “Rest and Recuperation” FMLA leave an eligible employee can take to spend with a covered family member; and n Creates a new category for parental care PHYSICAL IMPOSSIBILITY (caring for the service member’s parent when the parent is incapable of self-care) Although the DOL appeared poised to make changes to the “physical impossibility rule,” it simply reminded employers that this rule is to be applied in only the most limited circumstances, and that the AIRLINE FLIGHT CREW FMLA employer bears the responsibility to restore the employee to the LEAVE same or equivalent position as soon as possible. Notably, the DOL shared the following in its Fact Sheet 28I: Enacted in 2009, AFCTCA closed an apparent “In a situation where it is physically impossible for an loophole in the “hours worked” eligibility employee using intermittent leave or working a requirements for airline pilots and flight reduced leave schedule to begin or end work mid-way attendants whose unique schedules often left through a shift, the entire period the employee must be them short of the hours required to qualify for absent is designated as FMLA-protected leave and FMLA leave. Under the FMLA, employees counts against the employee’s FMLA entitlement. The must work at least 1,250 hours in the previous period of the physical impossibility is limited to the 12-month period, which equates to 60% of a period when the employer is unable to permit the typical 40-hour workweek. employee to work prior to a period of FMLA leave or return the employee to the same or equivalent position AFCTCA applies the same concept to airline after a period of FMLA leave due to the physical flight crews, providing that the hours flight impossibility. This rule applies only to situations where crew employees work or for which they are it is truly physically impossible to return the employee paid – not just those hours working in flight – to work after an FMLA-qualifying absence, for count as hours of service for purposes of example, a railroad conductor whose FMLA leave FMLA eligibility. Under AFCTCA and the prevents him from boarding the train before it leaves FMLA regulations, an airline flight crew for its scheduled trip.” employee (as defined by FAA regulations) will 2 Willis North America • 3/13
  • 3. INCREMENTS OF LEAVE The DOL maintained a provision that allows employers to use varying increments of leave at different times of the work day or shift. It reaffirmed the current rule that employers “must allow employees to use FMLA leave in the smallest increment of time the employer allows for the use of other forms of leave, as long as it is no more than one hour.” DOL’S MODEL FMLA FORMS Notably, the WHD removed its model FMLA forms from the regulations’ appendices. Employers may now find the optional-use forms on the DOL website. This change was made so that DOL has the flexibility to change (and, hopefully, improve) the forms as needed without getting bogged down in the regulatory approval process. DOL remarked that any future substantive changes to the forms will remain subject to normal notice and comment RESOURCES More information regarding the rule, including a side-by-side comparison of the new rule with the prior version, frequently asked questions and a fact sheet, is available on the DOL’s website. CLARIFICATION The DOL has released clarification of the definition of “son or daughter” under Section 101(12) of the FMLA as it applies to an individual 18 years of age or older and incapable of self-care because of a mental or physical disability. 3 Willis North America • 3/13
  • 4. KEY CONTACTS U.S. HUMAN CAPITAL PRACTICE OFFICE LOCATIONS NEW ENGLAND ATLANTIC Marietta, GA 770 425 6700 Auburn, ME Baltimore, MD 207 783 2211 410 584 7528 Miami, FL 305 421 6208 Bangor, ME Knoxville, TN 207 942 4671 865 588 8101 Mobile, AL 251 544 0212 Boston, MA Memphis, TN 617 437 6900 901 248 3103 Orlando, FL 407 562 2493 Burlington, VT Metro DC 802 264 9536 301 581 4262 Raleigh, NC 704 344 4856 Hartford, CT Nashville, TN 860 756 7365 615 872 3716 Savannah, GA 912 239 9047 Manchester, NH Norfolk, VA 603 627 9583 757 628 2303 Tallahassee, FL 850 385 3636 Portland, ME Reston, VA 207 553 2131 703 435 7078 Tampa, FL 813 490 6808 Shelton, CT Richmond, VA 813 289 7996 203 924 2994 804 527 2343 Vero Beach, FL NORTHEAST Rockville, MD 772 469 2842 301 692 3025 Buffalo, NY MIDWEST 716 856 1100 SOUTHEAST Appleton, WI Morristown, NJ Atlanta, GA 800 236 3311 973 539 1923 404 224 5000 Chicago, IL Mt. Laurel, NJ Birmingham, AL 312 288 7700 856 914 4600 205 871 3300 312 348 7700 New York, NY Charlotte, NC Cleveland, OH 212 915 8802 704 344 4856 216 861 9100 Norwalk, CT Gainesville, FL Columbus, OH 203 523 0501 352 378 2511 614 326 4722 Radnor, PA Greenville, SC Detroit, MI 610 254 7289 704 344 4856 248 539 6600 Wilmington, DE Jacksonville, FL Grand Rapids, MI 302 397 0171 904 562 5552 616 957 2020 Willis North America • 02/13
  • 5. Milwaukee, WI WESTERN 262 780 3476 Fresno, CA Minneapolis, MN 559 256 6212 763 302 7131 763 302 7209 Irvine, CA 949 885 1200 Moline, IL 309 764 9666 Las Vegas, NV 602 787 6235 Pittsburgh, PA 602 787 6078 412 645 8506 Los Angeles, CA Schaumburg, IL 213 607 6300 847 517 3469 Phoenix, AZ SOUTH CENTRAL 602 787 6235 602 787 6078 Amarillo, TX 806 376 4761 Portland, OR 503 274 6224 Austin, TX 512 651 1660 Rancho/Irvine, CA 562 435 2259 Dallas, TX 972 715 2194 San Diego, CA 972 715 6272 858 678 2000 858 678 2132 Denver, CO 303 765 1564 San Francisco, CA 303 773 1373 415 291 1567 Houston, TX San Jose, CA 713 625 1017 408 436 7000 713 625 1082 Seattle, WA McAllen, TX 800 456 1415 956 682 9423 Mills, WY The information contained in this publication is 307 266 6568 not intended to represent legal or tax advice and has been prepared solely for educational purposes. You may wish to consult your attorney New Orleans, LA or tax adviser regarding issues raised in this 504 581 6151 publication. Oklahoma City, OK 405 232 0651 Overland Park, KS 913 339 0800 San Antonio, TX 210 979 7470 Wichita, KS 316 263 3211 Willis North America • 02/13