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THIS WEEK'S E-TIP

Can a FMLA Leave Become an “Undue Hardship”?

 
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Editor's Note: These question and answer HR Matters E-Tips articles are taken from real questions submitted by our subscribers, a unique feature of the HR Matters Tools and Resource Center online service. If you, too, would like access to our expert editors, click here.
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Employees who take FMLA leave are entitled to up to 12 weeks of job-protected leave in a 12-month period. But are there any limitations on this leave? Is there a point when you can deny the time off because it creates an undue hardship for the organization?
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Q: We have an employee who has a chronic serious health condition covered under the Family and Medical Leave Act (FMLA) and often needs to take time off on an intermittent basis. In the past, her FMLA leave requests were not a problem because she typically took off just a few days over the course of several months. However, her condition has deteriorated and now she is averaging a day off a week. This schedule is causing a hardship on her coworkers who have to pick up her work. Can we deny her leave as an undue hardship (like the ADA allows) or even terminate her if she cannot come to work on a more regular basis?
A: Probably not. The FMLA does not include an “undue hardship” defense like the Americans with Disabilities Act (ADA) does, so if the employee has unused FMLA leave and her need for leave meets the FMLA criteria, you must allow her to take the leave. However, there may be some steps you can take to ensure her continuing need for leave and to work with her to help prevent disruption.

Under the ADA, the federal law prohibiting discrimination against the disabled and requiring reasonable accommodation such as leaves of absence for treatment and recovery, employers can deny an accommodation request if the accommodation would cause the employer an undue hardship. The term "undue hardship" means significant difficulty or expense in, or resulting from, the provision of the accommodation. The ADA contemplates that the employer could be accommodating an employee’s disability on a long-term basis and so allows for the possibility that some accommodations may not be reasonable to provide. However, the undue hardship standard is very difficult to meet and requires employers to show that the accommodation involves significant difficulty or expense; is unduly extensive, substantial, or disruptive; or would fundamentally alter the nature or operation of the business. Thus, the defense is only available in very limited circumstances.

(Download free Leaves of Absence model policy including HR best practices and legal background.)

The FMLA, in contrast, is intended to cover relatively short-term medical conditions (though an ADA disability typically also is a serious health condition covered under the FMLA) and so simply mandates that eligible employees may take up to 12 weeks of leave in a 12-month period. All the employee has to do is meet the eligibility requirements, for example by working for the employer for the prerequisite 12 months and 1,250 hours in a year, and have a serious health condition covered by the FMLA. Then the employee is entitled to take the full 12 weeks of leave any way the employee needs it, whether in full weeks of time or, if medically necessary, on a reduced work schedule basis or intermittently. There is no exception for leaves that are unduly disruptive to the operations of the employer or to other employees in the workplace.
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Accordingly, the employee in question likely is entitled to take the full 12 weeks of leave even if she takes it a day a week if she has a medical necessity for taking intermittent or reduced leave. But, here are seven tips for managing FMLA intermittent and reduced work schedule leave that you can apply to this employee:

1. Make sure you have the necessary medical certification for the employee’s serious health condition and that it includes specific information regarding the medical need for intermittent or reduced schedule leave and how that time off will be needed. If the medical certification is incomplete or insufficient, require the employee to provide the necessary information. (A certification is incomplete if the employer receives a certification but one or more of the entries has not been completed. A certification is insufficient if the employer receives a complete certification but the information provided is vague, ambiguous, or non-responsive.) Further, you can require a second and even third opinion certification if you have reason to suspect the validity of a medical certification. If the employee does not provide the appropriate medical certification, you can delay or even deny the leave.

2. Discuss the employee’s scheduling requirements in detail and work to come up with a schedule that meets both her medical and your operational needs. If the need for intermittent leave or a reduced leave schedule is foreseeable based on planned medical treatment, the employee must make a reasonable effort to schedule the treatment to prevent disruptions of your organization’s operations.
3. Maintain and enforce a policy requiring employees to call in when they must be absent because of illness. Make sure your employee understands that the policy applies to all FMLA leaves and enforce it consistently.

4. Monitor timing of absences. You should investigate any suspicious patterns of absences, such as those that continually occur on Fridays and Mondays (to extend weekends) or before or after holidays and take action if they are not legitimate.

5. Track leave carefully. Since intermittent and reduced schedule leave can be taken in small blocks of time, it is important to make sure you keep track of the total of number of hours of FMLA leave an employee takes to ensure she receives the appropriate amount.

6. Require the use of paid leave for all FMLA absences and dock employee pay once the paid time off is exhausted. Remember, even exempt employees may have their salaries docked for full or partial day FMLA absences.

7. Consider requiring recertification of the medical condition every six months, as allowed by the FMLA regulations to ensure the continued need for intermittent and reduced work schedule leave. The six-month recertification is not subject to second or third opinions. If you do not require recertification at six months, be sure to require a new medical certification every 12 months. The FMLA allows the annual medical certification, and this process will help you monitor whether the employee’s need for leave has changed.

(Download free Leaves of Absence model policy including HR best practices and legal background.)

Remember, too, even if the employee completely exhausts her 12 weeks of FMLA, you may have to allow her to take additional leave as an accommodation of a disability under the ADA. But, at that point, you could consider whether the additional leave would be an “undue hardship” for your organization.
 
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Content for your HR Matters E-Tips newsletter is developed from our
flagship publication, the HR Matters Tools and Resource Center, featuring the Personnel Policy Manual System (PPMS).

Subscribers to the PPMS and HR Policy Answers on CD can find more information on the FMLA and intermittent and reduced schedule leave in Leaves of Absence, Chapter 703, note 40, and on medical certification in Leaves of Absence, Chapter 703, note 33.

If you don’t have access to the PPMS, but would like to have a free, no-
obligation 14-day review, go to: www.ppspublishers.com/ppm-ez.htm

Or just give us a call at 1-800-437-3735.

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Information provided in HR Matters E-Tips is researched and reviewed
by the HR experts at Personnel Policy Service as well as employment
law attorneys. However, it is not intended as legal advice. Readers are
encouraged to seek appropriate legal or other professional advice.

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Subscribers to the PPMS and HR Policy Answers on CD can find more information on the use of the term introductory period instead of probationary period in Introductory Period, Chapter 204, notes 1 and 2.

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