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Overview of Leave of Absence FML, CFRA, PDL Staff and Academic Employees

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Title: Overview of Leave of Absence FML, CFRA, PDL Staff and Academic Employees


1
Overview of Leave of Absence (FML, CFRA, PDL)
Staff and Academic Employees
University of California Riverside
2
Overview
  • Family Medical Leave Act (FMLA)
  • Overlap of FMLA with
  • CA Family Rights Act (CFRA)
  • Pregnancy Disability Leave (PDL)
  • UC FML / CFRA / PDL Forms
  • UCR Procedures
  • Staff and Academic procedures
  • Coordination of FMLA with Workers Compensation
  • Updating PPS Records for Leaves of Absence
  • Maintaining FML Records

3
FML Basics
  • Assures reinstatement of employee to the same
    or an equivalent position upon completion of
    FML
  • Provides benefit continuation during the FML
    absence (previously had to pay COBRA once paid
    leave ended)
  • Prohibits employers from considering the use of
    FML as a negative factor in any employment action

4
Amendments to FMLA Regulations, Jan. 16, 2009
  • After 15 years, the US Department of Labor has
    issued the first revisions to its FMLA
    regulations, effective January 2009

5
Amendments to FMLA Regulations, Jan. 16, 2009
  • There are some areas of conflict between the
    FMLA regulations and current California law
    (CFRA). In cases where CFRA is more generous to
    employees, UC is following California law
  • If new CFRA and/or PDL regulations are enacted,
    the procedures and forms that are currently in
    place will be changed

6
Amendments to FMLA Regulations, Jan. 16, 2009
  • For the present, per UCOP, UC is following a
    combination of both the federal FMLA and
    Californias CFRA, which results in a patchwork
    approach for the interim period

7
Summary of Key FML Changes
8
Amendments to FMLA Regulations, Effective, Jan.
16, 2009
  • Key Change
  • Employers have 5 business days to designate FML
    after the employer learns of the FML qualifying
    condition

9
Amendments to FMLA Regulations, Effective, Jan.
16, 2009
  • Key Change
  • For intermittent and reduced schedule leaves, an
    employee must make a reasonable effort to
    schedule treatment/visits so as not to unduly
    disrupt the employers operation

10
Amendments to FMLA Regulations, Effective, Jan.
16, 2009
  • Key Change
  • An employee must be provided 7 calendar days to
    cure any deficiencies in a medical certification
    and/or authorize the campus Disability
    Coordinator to contact the employees health care
    provider

11
Amendments to FMLA Regulations, Effective, Jan.
16, 2009
  • Key Change
  • FML has been expanded to provide unpaid leave for
    a qualifying exigency arising out of the fact
    that an employees spouse, parent or child is on
    active duty or has been notified of an impending
    call or order to active duty

12
FML Facts
  • Employee Eligibility
  • Reasons for Leave
  • Eligible Family Members
  • Serious Health Condition Factors
  • Duration of Leave
  • Pregnancy/Parental Leave
  • Reinstatement upon Return from Leave

13
Who is Eligible for FML?
14
Eligibility
  • An employee is eligible for FML if the employee
  • has at least 12 months of UC service (need not be
    continuous) and
  • has actually worked 1,250 hoursduring 12-month
    period prior to FML start date (excludes paid
    leave)

TIP Departments should assumeexempt
employees are eligible if they have 12 or more
months of University service.
15
Eligibility (contd)
  • All prior University service and military leave
    granted by the University, including service with
    and military leave granted by the Department of
    Energy Laboratories (need not be continuous)
    count towards the 12 months of cumulative service
  • For employees granted military leave, all hours
    that would have been worked had the employee not
    been ordered to military duty shall be used to
    calculate 1,250 actual hoursof work requirement

16
For What Reasons Can FML Be Taken?
17
Qualifying Reasons for Leave
  • Parental Leave
  • For the birth of a son or daughter, and to care
    for the newborn child
  • For placement with the employee of a son or
    daughter for adoption or foster care
  • Note
  • If the mother father are both UC
    employees, both are eligible for
    12 weeks of
    Parental Leave have up to one year
    from the birth or placement to
    use it

TIP The right to take FML for parental
bonding applies equally to male and
femaleemployees.
18
Qualifying Reasons for Leave (cont.)
  • Family Illness or Own Illness
  • To care for the employees spouse, same- or
    opposite-sex domestic partner, son, daughter, or
    parent with a serious health condition (excludes
    in-laws) or
  • Because of a serious health condition that makes
    the employee unable to perform the functions of
    his or her job

19
Qualifying Reasons for Leave (cont.)
  • Military FMLA Caregiver Leave
  • To care for a covered servicemember with a
    serious illness or injury incurred in the line of
    duty
  • Military FMLA Exigency Leave
  • For any qualifying exigency that results from a
    covered family members active duty or call to
    active duty in the National Guard or Reserves in
    support of a contingency operation
  • includes military events and related activities,
    childcare, financial and legal arrangements,
    counseling, post-deployment activities, and other
    related events

20
For Whom Can Care Be Provided?
21
Eligible Family Members
  • A child who is a biological, adopted or foster
    child, a stepson or stepdaughter, a legal ward,
    or a child for whom the employee has day to day
    responsibility to care and financially support
    (i.e. loco parentis status)
  • The child must be under 18 or else incapable of
    self-care due to a mental or physical disability

22
Eligible Family Members (cont.)
  • A parent is a biological, adopted or foster
    parent, a stepparent, a legal guardian, an
    individual who assumed the day to day
    responsibility to care for and financially
    support the employee while he/she was a child
    (i.e. loco parentis status).
  • Parent does not include a parent-in-law.

23
Eligible Family Members (cont.)
  • Military FMLA Caregiver Leave
  • Leave taken for the reason of Military
    Caregiver applies to an employee who is the
    spouse, domestic partner, son, daughter, parent,
    or next of kin of a covered servicemember
  • Next of kin (expanded definition contact HR)
    can include the covered servicemembers nearest
    blood relative other than those listed above or
    siblings, grandparents, aunts and uncles, first
    cousins

24
Eligible Family Members (cont.)
  • Military FMLA Exigency Leave
  • Leave taken for a qualifying exigency due to
    the employees spouse, son, daughter, or parent
    being called to active duty status
  • Active duty refers to federal active duty only
  • State calls to active duty are not covered unless
    the President so orders

25
Declaration of Relationship
  • The department may require (HR encourages) a
    Declaration of Relationship for FML when leave
    requested is due to the serious medical condition
    of an eligible family member

26
What Qualifies As A Serious Health Condition?
27
Serious Health Condition
  • Serious health condition means illness, injury
    (including on-the-job injuries), impairment, or
    physical or mental condition of the employee or a
    child, parent or spouse of the employee that
    involves either
  • In-patient care (i.e., an overnight stay) in a
    hospital, hospice, or residential health care
    facility or
  • Continuing treatment or supervision by a health
    care provider
  • Previously the FMLA definition was used,
    currently the CFRA definition is being used

28
Serious Health Condition (cont.)
  • Serious health conditions also include
  • Pregnancy-related incapacity
  • Prenatal care
  • Incapacity related to and following childbirth

29
Employee Leave Notice
  • Employees should provide at least 30 days notice
    before FML begins, but when less than 30 days
    notice is provided, the employee should provide
    notice of the need for leave as soon as
    practicable

30
How Is A Serious Health Condition Determined?
31
Certification of Health Care Provider
  • The determination of a serious health condition
    is reserved for the treating health care provider
    and includes
  • Doctors of medicine or osteopathy, podiatrists,
    dentists, clinical psychologists, optometrists,
    chiropractors, nurse practitioners, nurse
    midwives, clinical social workers, and
    physicians assistants
  • For FML involving a serious health condition,
    the department shall require the completion of
    the appropriate Certification of Health Care
    Provider form

32
Various Health Care Provider Certifications
  • As of January 2009, 4 new Health Care
    Certification forms have been adopted by UC
    (previously only 1 was used). Separate
    certification forms are to be used for
  • an employees own serious health condition
  • a family members serious health condition
  • an employees pregnancy disability
  • serious injury or illness of covered
    servicemember (military caregiver leave)

33
Returning the Health Care Provider Certifications
  • Employees have 15 calendar days to provide a
    completed certification (some medical providers
    are known to take longer, the employee should
    communicate any difficulties in obtaining the
    completed certification)

34
Certification and Privacy Considerations
  • The department is not entitled to the diagnosis,
    but only to the estimated duration of the leave,
    including dates
  • If a diagnosis is provided by the doctor, black
    out prior to processing

35
Incomplete or Unclear Health Care Provider
Certifications
  • If an employee submits a Medical Certification
    that is incomplete or requires additional
    clarification, the employee must be provided 7
    calendar days to cure the deficiencies and/or
    authorize the campus Disability Coordinator to
    contact the health care provider
  • Under no circumstances can an employees
    supervisor contact the health care provider

36
Health Care Provider Certification Validity
  • An employer who has reason to doubt the validity
    of a medical certification for the employees own
    illness may require the employee to obtain a
    second opinion at the employer's expense (contact
    LR for guidance)
  • Pending receipt of the second (or third) medical
    opinion, the employee is provisionally entitled
    to the benefits of the Act, including maintenance
    of group health benefits

37
Health Care Provider Certification Validity
(cont.)
  • Labor Relations must be contacted prior to
    requesting a second opinion
  • No second opinions on the serious health
    condition of the employees family members are
    permitted under California law

38
Health Care Provider Recertification
  • Recertification may be required
  • Upon the expiration of the leave period, if the
    employee is requesting additional leave, or
  • Every 30 days, if the health care provider
    indicated on the certification that the duration
    of the leave was indefinite and it is in
    connection with an absence
  • Previously the practice was to recertify every
    new calendar year

39
Health Care Provider Recertification (Cont.)
  • Any recertification requested by the employer
    shall be at the employee's expense unless the
    employer provides otherwise
  • No second or third opinion on recertification may
    be required

40
What Is The Duration of FML?
41
Duration of Leave
  • For FML leave, employees may take up to 12
    workweeks of unpaid leave in a 12 month period
  • Supplemental (unpaid) disability leave for up to
    12 additional workweeks may be available. Refer
    to applicable policies and contracts
  • At UC, the leave year is based on the calendar
    year

42
Duration of Leave (cont.)
  • Military Caregiver Leave
  • Employees may take up to 26 workweeks of unpaid
    leave in a single 12 month period.
  • Applies to eligible employees who have a family
    member or next of kin serving in the military,
    and who are injured or incur a serious illness in
    the line of duty on active duty.

43
Duration of Leave (cont.)
  • The maximum unpaid absence under FML for any
    combination of leave that includes Military
    Caregiver leave is 26 workweeks (not 26 weeks
    12 weeks) in a single 12 month period.
  • A single 12-month period is defined as starting
    on the first day of leave. The calendar leave
    year is NOT applied to the Caregiver leave.

44
Duration of Leave (cont.)
  • Military Exigency Leave
  • Employees may take up to 12 workweeks of unpaid
    leave for any qualifying exigency that arises
    out of the fact that a covered military member is
    on active duty or called to active duty.
  • Applies to families of members of the National
    Guard and Reserves.

45
Leave Types
  • Leaves may take the form of
  • a continuous leave of absence or
  • a reduced work schedule or
  • intermittent leave
  • NOTES
  • The employee is responsible for notifying the
    department that the requested time off is due to
    his/her FML serious medical condition vs. a
    regular sick day.
  • Once FML is exhausted, reasonable accommodation
    may be necessary (contact the Disability
    Manager).
  • Flexible scheduling to allow an employee to
    attend medical appointments cannot be counted as
    intermittent FML leave.
  • These types of leaves should be designated in
    writing and the hours applied toward FML must be
    tracked manually.

46
  • Overlap of FMLA with
  • CA Family Rights Act (CFRA) Pregnancy
    Disability Leave (PDL)

47
Federal and State Leave Laws
  • Three separate entitlements interact and overlap
    with each other
  • Family Medical Leave (FML - Federal)
  • CA Family Rights Act (CFRA - CA)
  • Pregnancy Disability Leave (PDL - CA)

48
California Law
  • CA Family Rights Act (CFRA)
  • Generally provides the same eligibility and
    protections as FML
  • Leave is unpaid and
  • Runs concurrently with FML EXCEPT
  • does not provide leave for disability due to
    pregnancy, childbirth, or related medical
    conditions

49
California Law
  • Pregnancy Disability Leave (PDL)
  • Fair Employment and Housing Act (FEHA)
  • No Eligibility Requirements
  • 4 months of job-protected but unpaid leave when
    the employee is actually disabled due to
    pregnancy-related condition (do not have to meet
    the FML/CFRA eligibility requirements)
  • PDL is concurrent with FML but NOT with CFRA

50
Pregnancy/Parental Leave
CFRA (Up to 12 workweeks) Applied to
non-pregnancy related disability leave, including
baby-bonding leave
PDL (Up to 4 months) Applied only to
pregnancy-related disability leave
Federal FML (Up to 12 workweeks) Applied to
pregnancy-related medical leave and baby-bonding
leave
  • Total leave taken should not exceed 7 months in a
    year.

51
Pregnancy/Parental Leave (cont.)
  • Pregnancy disability leave (PDL) allows up to
    four months of leave due to pregnancy related
    conditions. The first 12 workweeks of PDL runs
    concurrently with FML, when the employee is
    eligible for FML
  • Upon termination of PDL, an additional 12
    workweeks of CFRA leave is allowed for any
    covered reason (e.g., bonding with child after
    birth, adoption, or placement through foster
    care) except pregnancy

52
Pregnancy/Parental Leave (cont.)
PDL (13 weeks)
CFRA (12 weeks)
FML (12 weeks)
Example Employee placed off work June 1st, but
due date is July 1st. Medical Certification
indicates the pregnancy-related disability will
end August 30th. Employee then requests 12 weeks
of parental leave to bond with the child.
Departments need to document when each leave
begins ends.
53
California Law Intermittent Parental Leave
  • Leave for baby bonding or placement of a child in
    foster care or adoption need not be taken all at
    once
  • Minimum duration of intermittent baby bonding
    leave is two weeks
  • Exception A request for leave which is for less
    than two weeks shall be granted on any two
    occasions

54
Substituting Paid Leave while on FML
  • NOTE Varies by Bargaining Unit
  • Vacation Leave
  • Medical Leave. Employees option for own serious
    health condition
  • Family Illness Leave. Accrued vacation may be
    used during a family illness except that an
    employee shall be required to use at least 10
    percent of accrued vacation prior to taking a
    family illness leave without pay, if the
    employees vacation accrual balance is at the
    maximum
  • Parental Leave for Bonding Purposes. Accrued
    vacation may be used during a family and medical
    leave granted to care for a newborn, adopted or
    foster child, except that an employee shall be
    required to use at least 10 percent of accrued
    vacation prior to taking a parental leave without
    pay, if the employees vacation accrual balance
    is at the maximum

55
Substituting Paid Leave while on FML (contd)
  • NOTE Varies by Bargaining Unit
  • Sick Leave
  • Medical Leave. Employees option for own serious
    health condition
  • Family Illness Leave. Accrued sick leave may be
    used during a family and medical leave granted to
    care for a child, spouse, domestic partner or
    parent with a serious health condition to the
    extent permitted by Staff Policy 42.D.1., Family
    Illness. Policy currently permits usage of up to
    30 days of accrued sick leave for the serious
    health condition of a child, spouse, domestic
    partner or parent

56
Substituting Paid Leave while on FML (cont.)
  • NOTE Varies by Bargaining Unit
  • Comp Time Does not count against FML
    entitlement.
  • LWP If the academic employee does not accrue
    sick and/or vacation leave, the Chancellor (or
    designee) may approve leave with pay for up to 12
    workweeks.

57
Reinstatement
  • Employee is entitled by law to return to the same
    position or to an equivalent position with
    equivalent benefits, pay, and other terms and
    conditions of employment.
  • Departments wishing to reinstate an employee to
    an equivalent position should contact Labor
    Relations

TIP An employee is not entitled to
reinstatement if his or her appointment end date
occurs before the return date from FML
58
New FML Forms
  • What you need to know about
  • New and/or Revised Forms
  • New Notice Requirements

59
New FML Forms
  • Forms that have remained the same
  • Provisional Designation Notice
  • (formerly referred to as the Cover Memo to
    provisionally designate FML)
  • FML Benefits Checklist

60
New Leave Forms
  • New and/or Revised Forms (all revised 9/09)
  • Leave of Absence Request
  • Designation Notice
  • Notice of Eligibility and Rights
    Responsibilities
  • Certification of Health Care Provider for
    Employees Serious Health Condition
  • Certification of Health Care Provider for Family
    Members Serious Health Condition
  • Certification of Health Care Provider for
    Employees Pregnancy Disability

61
New Leave Forms (cont.)
  • New and/or Revised Forms (all revised 9/09)
  • Exempt Employee Workweek Agreement for FML Leaves
    taken on a Reduced Schedule or Intermittent Basis
  • Declaration of Relationship
  • Return to Work Certification
  • Certification for Qualifying Exigency Leave
  • Certification for Military Caregiver Leave
  • NOTE Some medical providers indicate an end
    date that is actually the date of the employees
    next appointment not an official RTW date.
    Communication between the department the
    employee on the meaning of the end date can
    resolve any confusion.

62
FML Notices
  • The University must provide more than one type of
    notice with respect to FML
  • A General Notice requirement
  • Met by workplace posters and policies
  • An Eligibility Notice requirement
  • Met by providing the Notice of Eligibility and
    Rights Responsibilities form
  • A Designation Notice requirement
  • Met by providing the Designation Notice form

63
Leave Documents
  • The initial Leave Packet should consist of
  • Leave of Absence Request form
  • Provisional Designation Notice
  • Appropriate Health Care Provider / Qualifying
    Exigency Certification Form
  • Notice of Eligibility and Rights
    Responsibilities
  • FML Benefits Checklist
  • Declaration of Relationship (if applicable)

64
Leave Documents (cont.)
  • After the completed Certification is received,
  • the employee should be provided with
  • Leave of Absence Request form, with Employer
    portion completed
  • Designation Notice
  • Return to Work Certification (if applicable)
  • Should be used consistently throughout the
    department

65
Leave Documents (cont.)
  • Once the FML has been designated, future changes
    to the return to work date or work schedule
    should be documented by updated Certification
    forms

66
Sample Letters
  • 1. Employee Not FML Eligible For All FML
    Requests except PDL
  • 2. Employee FML Eligible but Leave Entitlement
    Exhausted For All FML Requests except PDL
  • 3. Employee FML Eligible For Leave for
    Employee's Serious Health Condition
  • 4. Employee FML Eligible For Leave for Family
    Member's Serious Health Condition
  • 5. Employee FML Eligible For Military Caregiver
    Leave
  • 6. Employee FML Eligible For Qualifying
    Exigency Leave
  • 7. Employee FML Eligible For Parental Leave
    (when Employee is not Birth Mother)
  • 8. Employee FML Eligible For Combined PDL and
    Parental Leave
  • 9. Employee Not FML Eligible For Requests for
    PDL only

67
Sample Letters (cont.)
  • 10. Employee FML Eligible but Leave Entitlement
    Exhausted For Requests for PDL only
  • 11. Employee FML Eligible For Requests Limited
    to PDL
  • 12. Certification and/or Declaration Not Received
    For all FML Leaves
  • 13. Certification Incomplete or Insufficient
    For all FML Leaves
  • 14. Designation Letter For All Approved and
    Denied FML Requests except Approved Requests for
    Combined PDL Parental Leave
  • 15. Designation Letter For Approved Combined
    PDL and Parental Leave
  • 16. PDL Confirmation Letter Employee Not FML
    Eligible or Employee FML Eligible but Leave
    Entitlement Exhausted
  • 17. Letter for Change in End Date of PDL For
    Approved Combined PDL and Parental Leave
  • 18. Recertification For Leave for Employee' or
    Family Member's Serious Health Condition

68
  • 10 minute break

69
  • FML For Academic Employees

70
Academic Positions
  • An academic appointee is defined as one who is
    engaged primarily in one or more of the
    following teaching, research, and public
    service, and whose duties are closely related to
    the Universitys instructional and research
    functions. Included in this group are academic
    administrative officers, faculty, student
    appointees, medical residents, research
    appointees, Cooperative Extension and University
    Extension appointees, and librarians.

71
FML FOR ACADEMIC EMPLOYEES
  • How does the Family Medical Leave Act affect
    academic employees?
  • The Basic Requirements and Campus Guidelines of
    the Family Medical Leave Act apply to all UCR
    academic employees who meet the eligibility
    requirements.

72
Does this include academic employees (who do not
accrue sick leave)?
  • Yes. FML policy for academic employees can be
    found in APM 715
  • APM
  • Academic Personnel Manual
  • Systemwide policy for non-represented academic
    employees
  • Maintained by the Office of the President
  • NOTE Academic employees represented by a
    bargaining unit have contracts which contain the
    policies that govern them. These are Unit 18 or
    Lecturers, Librarians and Academic Student
    Employees (ASEs).

73
Is FML paid or unpaid for academics?
  • If the academic employee accrues sick and/or
    vacation leave, accrued paid leave may be
    substituted for unpaid leave (APM 710-38 and APM
    715-20-b). The guidelines outlined on the UCR
    Human Resources website under Section H, Paid
    vs. Unpaid FML apply.
  • If the academic employee does not accrue sick
    and/or vacation leave, the Chancellor (or
    designee) may approve leave with pay for 12
    workweeks (APM 715-20-b and APM 710-38). See
    also APM 710-11 regarding the maximum amount of
    paid medical leave.

74
What is the departments responsibility?
  • Policy requires that the department (or other
    specified unit) must designate the leave as
    qualifying for FML and provide the appointee with
    written notice of eligibility and designation
    (APM 715-30-b).
  • Departments are the first ones to know when a
    faculty member or other academic appointee
    requests a leave.

75
Major Difference Between FML for Academics and
Staff
  • One major difference between academic leave
    policy and staff leave policy, is that academic
    leaves are approved by the Vice Provost for
    Academic Personnel and staff leaves are normally
    approved at the department level.
  • This difference in approval authority for the
    academic employees requires some minor
    differences in the processing of the FML
    paperwork.
  • AP modified some of the FML documents to account
    for these differences and assist in processing
    FML for academic employees.

Ladder rank faculty only all others are
approved at the Deans level.
76
  • UCR Procedures
  • Staff and Academic Procedures

77
Actions Required
  • Identify FML
  • Determine when FML begins
  • Provide FML Packet and Designate FML
  • Follow up if forms are not returned
  • Record the absence on the Time Record and/or
    Record of Reduced Work/Intermittent Leave
  • Track FML and maintain FML records

78
Actions Required
  • Update the PPS records as soon as the information
    is available that a leave of absence is
    occurring. It is not necessary that all employee
    completed forms be received before the PPS
    records are updated.

79
1. Identify FML
  • Anytime an employee requests or takes paid or
    unpaid leave (including a reduced leave schedule
    or intermittent leave that appears to qualify as
    FML), the department should
  • review the provisions of the FML Basic
    Requirements and applicable personnel policies or
    collective bargaining agreement
  • determine whether the employee is eligible for
    FML and
  • determine whether the leave qualifies as FML.

80
1. Identify FML (contd)
  • The employee does not need to request the leave
    in writing to be entitled to FML.
  • The employee does not need to specifically
    mention family and medical leave to be entitled
    to FML.
  • In all circumstances it is the departments
    responsibility to designate leave as FML.

81
1. Identify FML (contd)
  • Additionally for Academic Employees
  • Review Academic Personnel Manual leave policies.
    Refer to AP Leave Policy Table, a roadmap to the
    leave policies
  • Check Delegation of Authority Chart for approval
    authority on leaves.
  • Review Contract for academics covered by
    bargaining units
  • Review AP Addendum to HR Basic Requirements/Campus
    Guidelines
  • Determine if the academic employee accrues sick
    and/or vacation leave.
  • Leave Accrual Chart

82
2. Determine When FML Begins
  • In most cases, FML begins on the same day
    employee begins leave.
  • If department knows leave is FML and does not
    designate leave as FML within 5 business days,
    leave may not be designated retroactively. In
    this case, FML begins when FML notice is given.
  • When sick leave turns into a serious health
    condition, FML begins when serious health
    condition begins.

83
3. Provide Provisional FML Designation Notice
  • To provide written notice, the department should
    present the employee, by mail or in person, a FML
    packet consisting of the appropriate documents.
  • FML Packet Documents Menu

84
Provisional FML Designation Notice
  • The department should designate which leave
    periods are covered by FML, PDL, and/or CFRA when
    leave is requested due to a pregnancy-related
    condition.
  • In all other cases, designate whether the leave
    is covered under federal (FMLA) and state (CFRA)
    laws.

85
4. Provide Formal FML Designation Notice
  • After the completed Certification is received,
    the employee should be provided with
  • Leave of Absence Request form, with Employer
    portion completed
  • Designation Notice
  • Return to Work Certification (if applicable)

86
5. Follow Up If Certification Is Not Returned
  • If the department does not receive a completed
    Certification within 15 days, the department
    should
  • complete the entire Leave of Absence Request form
    as best as possible and
  • send a copy to the employee with a follow-up
    letter and a blank Certification form.
  • Contact Labor Relations if the follow up does not
    result in a completed Certification form from the
    Health Care Provider within a reasonable time.

87
Academic Employees Providing FML Notice
  • For Academic Employees
  • The cover memo provisionally designating the
    leave as FML is slightly modified from the staff
    form letter in order to clarify that the leave
    still requires approval by the Vice Provost for
    Academic Personnel.
  • Academic Leave Form (UPAY 573) is also required.

88
Academic Employees Providing FML Notice (contd)
  • For Academic Employees
  • Since the Vice Provost must approve academic
    leaves of absence, the following completed forms
    must be forwarded to Academic Personnel, through
    the appropriate deans office, for consideration
    of the leave request
  • Leave of Absence Request form
  • Appropriate Medical Certification form
  • Academic Leave Form (UPAY 573)
  • Notice of Eligibility Rights Responsabilities
  • Declaration of Relationship (if applicable)
  • Upon consideration of the leave request, AP
    returns the UPAY 573 form and provides VPAP
    letter to the employee, department and the dean.

89
Academic Employees Providing FML Notice (contd)
  • For Academic Employees
  • The follow-up memo for academic employees is
    slightly modified from the staff form letter.
  • A modified Checklist for Academic Employees form
    tracks academic processing.

90
Resources for Academic Appointees
  • Academic Personnel Manual (APM)
  • APM 715-Family Medical Leave
  • APM 710-Leaves of Absence/Sick Leave
  • APM 730-Leaves of Absence/Vacation Leave
  • APM 760-Leaves of Absence/Childbearing Leave,
    Parental Leave, Active Service Modified Duties
  • Bargaining Contracts (Unit 18 or Lecturers,
    Librarians, Academic Student Employees (ASEs),
    contact Labor Relations (Marianne Beckett ext
    2-2847)
  • FML Leave Policy on AP Web site
  • FML FAQs for Academic Employees
  • Addendum to UCR Basic Requirements/Campus
    Guidelines
  • Leave Policy Table
  • Academic Leave Form
  • Sample FML Forms/Letters
  • Leave Accrual Chart for Academics

91
6. Track FML
  • Departments should use the UCR Time Record form
    (UPAY 100R) to record/track actual paid and
    unpaid FML taken.
  • Record hours of leave under appropriate column
    (e.g., sick leave) and record FM under the
    Other Leave column.
  • When a Time Record is not generated automatically
    by Payroll, complete a blank Time Record form.

92
  • Coordination of FML with Workers Compensation

93
FML and Workers Compensation
  • FML can run concurrently with an illness or
    injury covered by Workers Compensation.
  • FML should be designated for serious health
    conditions covered by Workers Compensation.
  • Disability leave provided by Workers
    Compensation entitles the injured worker to job
    protections beyond the 12-week FML entitlement.

94
  • Updating PPS Records for Leaves of Absence

95
Update PPS
ELVE(Leave of Absence Data)
96
Update PPS (contd)
ELVE - Enter data in the following fields, as
applicable
  • Leave of Absence Action Code - code indicating
    the type of leave being processed
  • 07 - Leave with pay
  • 08 - Leave without pay
  • Leave of Absence Begin Date - date the leave will
    begin/began, in the format mmddyy
  • Return Date - date the employee is expected to
    return to work
  • Type - code indicating the type of leave taken by
    the employee. For a list of codes use F-1 help

97
Update PPS (contd)
  • Update PPS to reflect the leave of absence with
    one of the LOA Type codes as indicated.
  • If eligible for FML.
  • 15 for FML without pay or
  • 16 for FML with pay
  • If not eligible for FML.
  • 05 for extended illness
  • If not eligible for FML but is on a pregnancy
    disability leave use the following
  • 04-Pregnancy Disability-Until the disability
    benefits end
  • If an employee is on a Workers Compensation
    Leave use the following
  • 09 for workers compensation leave
  • The rest of the fields in this screen do not need
    to be completed.
  • Update PPS-Press F5

98
Intermittent Leave/Reduced Work Schedule
  • On a intermittent leave/reduced work schedule
    make sure employee is currently on pay status on
    the ELVE screen to reflect period of FML.
  • To record partial hours taken while on FML use
    the Time Record sheet.
  • The ELVE screen is designed to record only full
    day increments
  • The time roster will need to be reviewed to make
    sure the reduced time or duration is reflecting
    the Time Record sheet accordingly.

99
Benefit Premium Payment for Employees Eligible
for FML
  • UC contributions for Medical, Dental and Vision
    will continue for 3 months or 12 workweeks.
  • Employee meets with Benefits/Payroll Office and
    is provided a BIC form (Benefits Insurance
    Continuation) which details elected benefits with
    the amounts due each month.
  • Employee is responsible to pay for any Employee
    contributions for Medical, Suppl. and Dep. Life,
    Legal and AD D.

100
Benefit Premium Payment for Employees Eligible
for FML (contd)
  • Supplemental FML
  • UC contributions for Medical Only will continue
    for additional 3 months or 12 workweeks while the
    employee is on disability benefits.
  • Employee is required to pay their Dental, Vision
    and other employee paid premiums.
  • After Exhausting FML
  • Employee not eligible for any UC contributions.
    Employee must pay the employer and employee
    contributions in order to continue coverage.
  • For more detail information on additional benefit
    continuation while on FML please log on to
    http//atyourservice.ucop.edu/employees/life_chang
    es/leaves/family_med_leave/benefits.html

101
  • Maintaining FML Records

102
Maintain FML Records
  • Home departments are the Office of Record.
  • FML records must be filed separately from the
    employees regular personnel file.
  • FML records must be kept for at least three
    years.
  • FML records must be made available for
    inspection, copying, and transcription upon
    request of the Department of Labor (DOL).

103
Maintain FML Records (contd)
  • Copies of memos provided to the employee
  • Leave of Absence Request forms
  • Time Record forms showing actual dates FML was
    taken
  • Record of Reduced Work/Intermittent Leave
    Schedule for Exempt Employees forms
  • Copies of employee notices of leave
  • Medical certifications, re-certifications and
  • Any other records relating to FML.

104
Online Resources
  • UCR FML Guideline Website http//www.humanresourc
    es.ucr.edu/?contentPoliciesAndContracts/FMLAGuide
    linesMenu.htm
  • UCOP Family Medical Leave Website
    http//atyourservice.ucop.edu/administrators/loa/f
    ml.html
  • Academic Personnel Web Site
  • http//academicpersonnel.ucr.edu/
  • Human Resources Web Sitehttp//humanresources.uc
    r.edu

105
  • Questions?

106
Who to Contact for More Information
  • Heidie Rhodes, Human Resourcesheidie.rhodes_at_ucr.e
    du , extension 2-2463
  • Jadie Lee, Labor Relationsjadie.lee_at_ucr.edu ,
    extension 2-3196
  • Sara Umali, Academic Personnelsara.umali_at_ucr.edu
    , extension 2-5810
  • Tina Rodriguez, Benefitstina.nunez_at_ucr.edu ,
    extension 2-1440
  • Sonia Kalogonis, Payroll
  • sonia.kalogonis_at_ucr.edu , extension 2-1962
  • Marianne Beckett, Labor Relations
  • marianne.beckett_at_ucr.edu, extension 2-2847
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