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 FMLA Rules Expand,
Add Military Family Leave

Significant changes and expansions in the federal Family and Medical Leave Act (FMLA) are effective starting Jan. 16, 2009.

The biggest changes for employers and qualified employees involve leave rights for military families. The new rules cover 201 pages in the Federal Register. In addition to detailing family and medical leave benefits to qualifying family members of military personnel, they further clarify definitions, benefits, and requirements in the FMLA.

 Word FMLA Benefit Accurately

  Careful. Employers who are casual or inexact in communicating the FMLA benefit to employees can end up, figuratively, with egg on their faces.

The federal Family and Medical Leave Act (FMLA) rules and regulations are lengthy and complex. In communicating the FMLA benefit to employees, employers need to fully understand their own obligations and employee benefit rights. And employers need to accurately communicate exactly what they intend to employees. If the communication isn't accurate, it can get costly for the employer.

Case in point: Consider what happened when Gilead Sciences, Inc. (the employer) terminated Steven Peters (the employee) after he was away on what he thought was FMLA leave promised him by his employer. Gilead Sciences refused to honor Peters' claim for FMLA rights. So Peters sued Gilead Sciences. The 7th Circuit U.S. Court of Appeals recently ruled in favor of Peters.

Gilead Sciences had communicated to Peters in letters and in the employee handbook that he was entitled to take FMLA leave.

The employer's handbook stated: "A request for family and medical care leave will be granted for all employees (boldface added) employed by the Company for at least twelve months and who have worked 1,250 hours during the twelve months preceding the commencement of leave."

In one letter to Peters, after his leave started, the company stated: "You will retain your employee status during the period of your FMLA Leave."

But Gilead Sciences then terminated Peters claiming that he wasn't entitled to the protection of the FMLA because the company did not employee 50 or more employees within 75 miles of the worksite. Unfortunately for the employer, though, this requirement was never communicated to Peters or to the other employees. As the court stated:

"That is, the handbook and letters stated that family and medical leave would be provided to 'all employees' who were employed with Gilead for at least 12 months with a minimum of 1,250 hours worked during the prior 12 months; neither the handbook nor the letters contained any reference to the 50/75 exception."

Following are key questions involving the FMLA rules changes, and answers:

 Q.
Which employers are covered by the FMLA?

 A.
The FMLA covers all employers who employ 50 or more employees...within 75 miles of a worksite... for each working day during each of 20 or more calendar workweeks in the current or preceding calendar year.

When an employee has no fixed worksite (such as a traveling salesperson) the location from which the work is assigned or to which the employee reports is the worksite. This also applies to remote or telecommuting employees. The 75-mile distance is measured by surface miles, using surface transportation over public streets, roads, highways and waterways, by the shortest route from the employee's worksite.

 Q.
Which employees may be eligible for taking FMLA and military caregiver leave?

 A.
Under FMLA, an eligible employee works for a covered employer and (1) has worked for the employer for at least 12 months, (2) has worked for the employer for at least 1,250 hours during the 12-month period immediately preceding the start of the leave, and (3) is employed at a worksite where 50 or more employees work for the employer within 75 miles of that worksite. (The 12 months of employment need not be consecutive months.)

 Q.
What is "military caregiver leave?"

 A.
This benefit allows family members caring for a covered military service member with a serious injury or illness incurred in the line of duty on active duty to take FMLA leave. These family members can take up to 26 workweeks of leave in a single 12-month period. (FMLA leave for other purposes is only 12 weeks in a 12-month period.)

 Q.
Which employees are considered "family members" for purposes of taking military caregiver leave?

 A.
Included as "family members" for purposes of taking military caregiver leave are a spouse, son, daughter, parent, or next of kin (nearest blood relative).

A son or daughter – for purposes of military caregiver leave – applies to the covered service member's "biological, adopted, or foster child, stepchild, legal ward, or a child for whom the service member stood in loco parentis, and who is of any age." A parent of a covered service member is the "covered service member's biological, adoptive, step or foster father or mother, or any other individual who stood in loco parentis to the covered service member." (The definition of a parent does not include parents-in-law.) A "next of kin" for purposes of military caregiver leave is a service member's nearest blood relative (other than the service member's spouse, parent, son, or daughter) in the following order of priority: blood relatives who have been granted legal custody of the service member, brothers and sisters, grandparents, aunts and uncles, and first cousins.

And this is important: Family members who share the same level of familial relationship – such as all siblings – are considered the service member's next of kin and each are entitled to take military caregiver leave to care for the covered service member. In addition, the covered service member can expressly designate a blood relative to serve as his or her only next of kin for military caregiver leave.

 Q.
Who qualify as military service members?

 A.
A military service member is a member of the Armed Forces, including a member of the National Guard or Reserves, who is undergoing medical treatment, recuperation, or therapy, is otherwise in outpatient status, or is otherwise on the temporary disability retired list, for a serious injury or illness incurred in the line of duty on active duty.

 Q.
About the 26 workweeks of military caregiver leave. Is a qualified caregiver limited to 26 weeks of leave in just one 12-month period? Or can this leave run over more than one 12-month period?

 A.
  To start with, an eligible employee qualifies for a combined total of 26 workweeks of leave for military caregiver leave and for leave for any other FMLA-qualified leave during the same single 12-month period. But the eligible employee must take no more than 12 workweeks of leave for a qualifying exigency or for any other FMLA-type reason.

For the military caregiver leave the 12-month period begins on the first day the eligible employee takes the military caregiver leave and ends 12 months after that date. (The employer can set another method of defining the 12-month period for other types of FMLA leave.)

Also, an eligible employee may qualify for more than one period of 26 workweeks of leave if the military caregiver leave is for caring for different covered service members or to care for the same service member who has sustained a subsequent serious injury or illness. But no more than 26 workweeks can be taken for any FMLA purpose within any single 12-month period.

 Q.
How can an employer define the 12-month period in which an eligible employee can take the 12 weeks of FMLA leave (other than military caregiver leave)?

 A.
The employer can use one of these four methods for defining the 12-month period for FMLA leave: (a) the calendar year, (b) any fixed 12-month period, (c) a 12-month-forward period measured forward from the date of an employee's first day of FMLA leave, or (d) a rolling 12-month period measured backward from the date an employee uses any FMLA leave. (Note: For purposes of the military caregiver leave, the 12-month period is the period that begins with the start of the caregiver leave regardless of how the employer defines the 12-month period for using other types of FMLA leave.)

 Q.
What's the Qualifying Exigency Leave?

 A.
This FMLA leave provides up to 12 weeks of leave arising out of the fact that the spouse, or a son, daughter, or parent of the employee is a member of one of the U.S. Armed Force's Reserve Components or National Guard on active duty (or has been notified of an impending call or order to active duty) or is a reservist or member of the National Guard who faces recall to active duty if a qualifying exigency exists.

 Q.
So what's a qualifying exigency?

 A.
The Department of Labor's definition is a non-exhaustive list of types of circumstances that qualify. A dictionary definition of exigency is: A situation calling for immediate attention, urgency, pressing needs. The new regulations give examples of qualifying exigencies for purposes of FMLA leave: Following are some of the examples:

  • Short notice deployment. Example: To deal with issues occurring when a military member gets notified of an impending call or order to active duty seven or fewer calendar days prior to deployment.
  • Military events and related activities. Example: To attend any official ceremony, program or event sponsored by the military that is related to the active duty or call to active duty status of a covered military member.
  • Childcare and school activities. Example: Need to arrange for childcare for a covered military member's child.
  • Financial and legal arrangements. Example: Need to make financial or legal arrangements for a covered military member while on active duty or called to active duty.
  •  Q.
    These new FMLA and military caregiver leave rules must require that a covered employer give some notification to employees and post new information. And there must be new forms to use. Where can an employer get more information, a new poster, and new forms?

     A.
    An employer can get detailed information from two Websites:
    http://www.dol.gov/federalregister/PdfDisplay.aspx?DocId=21763 and http://www.dol.gov/esa/whd/fmla/finalrule.htm . Seven new forms and a new poster are available also from  http://www.dol.gov/esa/whd/fmla/finalrule.htm .

    [NOTE: Information and guidance in this story is intended to provide accurate and helpful information on the subjects covered. It is not intended to provide a legal service for readers' individual needs. For legal guidance in your specific situations, always consult with an attorney who is familiar with employment law and labor issues.] 


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