Law Office of Randy Brown Prepared Exclusively for HR Florida Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com HR Department Boot Camp October 2, 2007 Presented by: Arthur R. “Randy” Brown, Jr. Law Office of Randy Brown Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com INTRODUCTION Law Office of Randy Brown The Relevant Employment Workplace Laws Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com THE BEGINNING The Civil Rights Act of 1866 THE LABOR LAWS OF THE 1930s National Labor Relations Act of 1935 Fair Labor Standards Act of 1938 Law Office of Randy Brown The Relevant Employment Workplace Laws Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com THE ANTI-DISCRIMINATION LAWS OF THE 1960s The Equal Pay Act of 1963 Title VII of the Civil Rights Act of 1964 The Age Discrimination in Employment Act of 1967 Law Office of Randy Brown The Relevant Employment Workplace Laws Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com EXPANSION OF ANTIDISCRIMINATION LAWS IN THE 1970s The Rehabilitation Act of 1973 Employee Retirement Income Security Act of 1974 The Pregnancy Discrimination Act of 1978 Vietnam Era Veterans' Readjustment Assistance Act (VEVRAA) of 1974 Law Office of Randy Brown The Relevant Employment Workplace Laws Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com RESURGENCE OF STATUTORY REGULATION SINCE THE LATE 1980s AND EARLY 1990s The Immigration Reform and Control Act of 1986 The Americans With Disabilities Act of 1990 The Civil Rights Act of 1991 The Family and Medical Leave Act of 1993 The Employee Polygraph Protection Act of 1998 (EPPA) Law Office of Randy Brown The Relevant Employment Workplace Laws Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com OTHER WORKPLACE LAWS The Florida Civil Rights Act (FCRA) Health Insurance Portability and Accountability Act of 1996 (HIPAA) The Consolidated Omnibus Budget Reconciliation Act of 1986 (COBRA) The Federal Unemployment Tax Act (FUTA) Law Office of Randy Brown Workplace Trends And Legal Developments Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com The EEOC received 75,768 charges of discrimination in 2006. The charges stopped a 4-year decline. 35.9% alleged race bias 30.7% alleged sex discrimination 29.8% alleged retaliation 20.6% alleged disability discrimination 21.8% alleged age discrimination Monetary benefits paid to victims of discrimination in 2006: $229.9 million, compared with $415.4 million in 2004. Law Office of Randy Brown Protected Statuses Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Individuals are protected against discrimination on the basis of: Age (40 and over ADEA only) Race Color Sex Religion National Origin Pregnancy Disability (Handicap under FCRA) Citizenship Vietnam era veteran status Marital Status (FCRA only) Law Office of Randy Brown Era Of Large Settlements And Jury/Court Verdicts Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com $600,000 settlement for a national origin harassment lawsuit $1.2 million to 12 Hispanic employees for hostile work environment $4 million jury award for disparate treatment, a hostile work environment and retaliation $2.75 million for an employment discrimination lawsuit $21 million verdict for sexual harassment Law Office of Randy Brown Era Of Large Settlements And Jury/Court Verdicts Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com And many older but very significant sexual harassment verdicts/settlements: $21 million in 2004 $2 million in 2004 $10 million in 2003 $5.4 million in 2003 $10 million in 2002 Law Office of Randy Brown Era Of Large Settlements And Jury/Court Verdicts Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com On June 11, 1998, the EEOC announced that Mitsubishi Motor Manufacturing of America, Inc. would pay $34 million to resolve a sexual harassment suit the EEOC brought against the auto maker. On February 13, 1998, a jury awarded a former UPS manager $80.7 million in compensatory and punitive damages for a claim of retaliation. Law Office of Randy Brown Era Of Large Settlements And Jury/Court Verdicts Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com And the landmark cases: In Weeks v. Baker McKenzie, 74 Cal. Rptr. 2d 510, 516 (1998), the jury awarded $50,000 in compensatory damages, $225,000 in punitive damages from the harasser, and $6.9 million in punitive damages against Baker McKenzie in a case involving a lawyer, a law firm, a secretary, and sexual harassment. In 1997, Publix Super Markets agreed to pay $81.5 million to settle a class action sex discrimination lawsuit. Law Office of Randy Brown Cases Where Individuals Were Liable For Workplace Violations Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com A district court held that individuals may be liable for FMLA violations. The district court judge wrote that “the FMLA has been interpreted to impose individual liability on employees.” The court found that the term “employer” in the FMLA should be interpreted like the term “employer” in the FSLA. Brown v. CBK, 2005 U.S. Dist. LEXIS 31960 (W.D. Tenn. 2005). A district court held that individuals can be liable under the FMLA. Specifically, the court noted that individuals, like a supervisor who exercises sufficient control over the decision to terminate an employee could be liable for violating the FMLA. Mize v. Mendoza Co., et al., 2005 U.S. Dist. LEXIS 28110 (S.D. Ohio 2005). Law Office of Randy Brown Individual Liability Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com The Wisconsin Court of Appeals ruled that the president and part-owner of a home nursing company can be held individually liable under the Americans with Disabilities Act. The majority relied on the ADA’s definition of “employer” which includes “any agent,” to conclude that the defendant, who owns 47.5% of the company could be held liable as an employer for alleged discrimination against the plaintiff. Law Office of Randy Brown Forecast For The Future Workforce Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Census figures Future of the U.S. Labor Pool Youth At Work Issues Law Office of Randy Brown Workplace Trends that Need to be Addressed Strategically Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Pregnancy Discrimination Jury Verdict Research The State of the Workplace Whistleblower And Retaliation Claims Law Office of Randy Brown Favoritism: Regulating Workplace Relationships Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Co-worker Dating Statistics Policies Office Romances Regulating Off-duty Conduct And PERSONNEL/HR RECORD COMPLIANCE WORKSHOP Law Office of Randy Brown TEST YOUR KNOWLEDGE Myth or Fact? Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com The law tells you how to set up your records. Myth The law tells you what records to have but not the form You must respond to subpoenas and request for records Myth Depends on the subpoena Law Office of Randy Brown TEST YOUR KNOWLEDGE Myth or Fact? continued Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com You are required by law to allow employees to see there personnel files Myth Not in Florida Supervisors’ files are private and not subject to discovery Myth All relevant documents are discoverable Law Office of Randy Brown TEST YOUR KNOWLEDGE Myth or Fact? continued Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Personnel files must be retained for 30 years or the life of the company, whichever is longer Myth Most files personnel files can be destroyed seven years after an employees termination, unless they contain OSHA documents, or concern unresolved litigation Law Office of Randy Brown PENALTIES FOR NONCOMPLIANCE Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Very large fines and criminal penalties INS proposed a $580,000 fine against a South Carolina textile firm, supervisors and officers were charged with criminal liability and prison, and criminal charges against the company could amount to $60 million LEGAL COMPLIANCE Law Office of Randy Brown Laws with Records Requirements Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Fair Labor Standard Act (FLSA) Immigration Reform and Control Act (IRRCA) Civil Rights Act 1964 (Title VII) Executive Order 11246 (Affirmative Action) Vietnam Era Veterans Readjustment Assistance Act (VEVRAA) Law Office of Randy Brown LEGAL ISSUES WITH RECORDS continued Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Age Discrimination in Employment Act (ADEA) Occupational Safety & Health (OSHA) Consolidated Omnibus Budget Reconciliation Act (COBRA) Family and Medical Leave Act (FLMA) Employee Retirement Income Security Act (ERISA) Unemployment Insurance Law Office of Randy Brown FLSA Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Enforced by the U.S. Department of Labor Applies to all employers Minimum wage Federal $5.85/hour Increases $6.55 - Summer of 2008, $7.25 - Summer of 2009 Florida $6.67 Increases January 1 Over time After 40 hours in a work week at time and one-half of the regular rate of pay Exempt vs. non-exempt Time records required Retain records for at least 3 years Law Office of Randy Brown FORM I-9 Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Note changes in acceptable documentation Employers have 3 days to complete after date of hire Keep all I-9s in one file Copies of documentation not required, but are recommended Cannot ask for more documentation than is allowed by IRCA Forms are available at http://www.uscis.gov/files/form/i-9.pdf Law Office of Randy Brown TITLE VII Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Poster required EEO-1 Report for 100+ employees Government EEO-4 Public Schools EEO-5 Colleges/universities EEO-6 File September 30 of each year Obtain forms from the Joint Reporting Committee Law Office of Randy Brown AFFIRMATIVE ACTION Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Non-construction (service and supply) contractors with 50 or more employees and government contracts of $50,000 or more are required, under Executive Order 11246, to develop and implement a written affirmative action program (AAP) for each establishment. Keep records for 7 years Test records and results Job group analysis Affirmative action program evaluations Written plan Law Office of Randy Brown VEVRAA Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com The law requires that employers with Federal contracts or subcontracts of $25,000 or more provide equal opportunity and affirmative action for Vietnam era veterans, special disabled veterans, and veterans who served on active duty during a war or in a campaign or expedition for which a campaign badge has been authorized. VETS-100 report annually Obtain report from Office of Veterans Employment and training Each contractor and subcontractor shall maintain for a period not less than 1 year records regarding complaints and actions taken, and such employment or other records as required by OFCCP Failure to maintain complete and accurate records is a ground for the imposition of appropriate sanctions Law Office of Randy Brown ADEA Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Employers with 20+ employees Retain payroll records for 3 years, other records for at least one year from personnel action Law Office of Randy Brown OSHA Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Display poster in every work location OSHA 200 log is posted during month of February Copies of citation or violation posted until situation is corrected Retain records for 5 years and hazardous material records for 30 years Law Office of Randy Brown COBRA Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Employers with 20 or more employees who have a group insurance plan Notice requirements Initial notice Upon qualifying event Upon termination of coverage Retain records 6 years Law Office of Randy Brown FLMA Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Employers with 50 or more employees in 75 mile radius 12 weeks of leave in a 12 month period must work 1,250 hours over past year Post notice Advise employee of rights Respond to request in writing Retain records for 3 years PRIVACY AND CONFIDENTIALITY Law Office of Randy Brown WHY IS CONFIDENTIALITY SO IMPORTANT? Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Employee’s need for privacy Classified management information Legal ramifications Law Office of Randy Brown SAMPLE PERSONNEL RECORDS AND PRIVACY POLICY Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Purpose Scope Policy Procedure Law Office of Randy Brown FLMA AND ADA RECORDS Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Permit access only to: Supervisors with a need to know First aid and safety personnel Government official auditing for FMLA or ADA compliance For use by Workers’ Compensation Insurance companies for life and health insurance Law Office of Randy Brown EMPLOYEE ACCESS FOR FILES Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Florida has no statute (some states do) Make a policy All contents Copies with the employee’s signature Require a written request View with company representative present Reasonable intervals Letters of reference, criminal records, and legal actions are usually excluded Law Office of Randy Brown RESPONDING TO SUBPOENAS Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Differences in types of subpoenas Tips for reducing employer liability Law Office of Randy Brown CREDIT CHECKS/REQUESTS FOR EMPLOYMENT VERIFICATION Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Obtain written consent from employee Submit all requests in writing Phone requests, confirm only dates and title Provide only information about past earnings Make a copy for your files Law Office of Randy Brown RESPONDING TO REFERENCE CHECKS Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Provide only name, dates of employment, and job title. Except, when there is a dangerous employee Do not volunteer salary information, just confirm it With employees authorization, release designated information, no more Law Office of Randy Brown RESPONDING TO A GOVERNMENT AGENCY Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Pay attention to factual details Conduct a thorough investigation Gather and review all relevant documents Be professional, but assert your rights Be familiar with regulations and procedures CYA: Consult your attorney Law Office of Randy Brown RESPONDING TO WAGE AND HOUR AUDITS Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Audit notifications On-site investigations Ask for three pieces of identification, I.e., Credentials(photo ID), Badge, and business card Records that must be provided Sales records Payroll records I-9s Law Office of Randy Brown RESPONDING TO EEOC DISCRIMINATION CHARGES Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Responding to a charge Receipt of charge Gathering evidence Testimonial evidence Confidentiality Documents to respond to EEOC inquiries Law Office of Randy Brown RESPONDING TO OFCCP AUDITS Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Review of documents I-9 forms Personnel files Employment application and other records Interviewer notes Recruiting records Employer’s support of minority employment interests Training records Discipline records or files Payroll records ACCURATE PAYROLL RECORDS AND TIMESHEETS Law Office of Randy Brown WAGE AND HOUR RECORDKEEPING Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Breaks Accuracy Overtime Pay Who is covered under the Law? Exempt classification Non-exempt classification Law Office of Randy Brown OVERTIME AND “COMP” TIME REGULATIONS Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Overtime Pay Requirements Compensatory Overtime Voluntary Overtime Unrecorded Overtime Private Sector Employers Public Sector Employers Minimum wage and overtime pay investigation Rules on docking exempt employee pay Law Office of Randy Brown MAINTAINING EXEMPT STATUS OF SALARIED EMPLOYEES Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Pay Docking FMLA--Intermittent Leave Docking Compensatory Time Liability Law Office of Randy Brown GARNISHMENT WHAT EMPLOYERS SHOULD KNOW Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Employer’s Role in the Garnishment Process Limitations Employees’ Rights Law Office of Randy Brown DEDUCTIONS, EMPLOYEE LOANS, AND ADVANCES Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Enter every advance on payroll records Enter interest or processing fee separately Require written agreement between Employer/Employee Ensure amount deducted is reasonable Keep copies of agreement with payroll records If more than one deduction is made, identify each amount separately Current Trends Law Office of Randy Brown The Supreme Court Continues to Reward Proactive Employers Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Faragher v. City of Boca Raton and Burlington Industries v. Ellerth Kolstad v. American Dental Association Circuit City v. Adams Law Office of Randy Brown Determining whether an employer engaged in “good faith efforts” to comply with discrimination laws is a fact based inquiry. Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com It is no secret that juries are sympathetic to employees and sometimes overly generous when it comes to punitive damages awards. Most practitioners view Kolstad as a means to limit liability for punitive damages. They just might be surprised that Kolstad is actually allowing more, rather than fewer, employees to receive punitive damages The average punitive damages award in employment cases was $2.7 million. Daily Labor Report, June 19, 1997 Now that employers face a far greater chance of going to trial, they also face a far greater risk of exposure to liability. Critical to establish an anti-discrimination policy, distribute it, train all employees and supervisors, and thoroughly investigate and pursue complaints through to resolution. Law Office of Randy Brown Preventive EEO Practices Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Communicate With Associates Work with the “experts” – your HR team Law Office of Randy Brown How to Combat the Negative Workplace Trends as Employment Litigation Increases Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Zero Tolerance Develop Sound Employment Policies And Practices To Continuously Strive For Effective Associate Relations In The Workforce Maintain Core Values By Adhering To Appropriate Workplace Philosophies Law Office of Randy Brown Foundation for Law of Training Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com The U.S. Supreme Court decided three landmark rulings in 1998 and 1999: Burlington Industries v. Ellerth, 524 U.S. 742 (1998) Faragher v. The City of Boca Raton, 524 U.S. 775 (1998) Kolstad v. American Dental Assoc., 527 U.S. 526 (1999) Law Office of Randy Brown Why Train? Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Good for Business Reduced absenteeism and turnover Increased morale and productivity Eliminate other types of thirdparty interference Law Office of Randy Brown The Good, The Bad, and The Ugly Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com The Good Employers with the foresight to engage in adequate preventive measures have a better chance to win their day in court. The Bad and The Ugly Unfortunately for employers, case law is replete with cases in which a company’s preventive strategies fell short of the court’s expectations. Law Office of Randy Brown Training Fundamentals Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Topics for Training: Equal Employment Opportunity Laws Harassment – It’s not only about sexual harassment, but also: Race Religion Sex Law Office of Randy Brown Topics for Training Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Color National Origin Race Religion Age Disability Any other category protected under applicable FEDERAL, STATE or LOCAL law. Law Office of Randy Brown Topics For Training Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Diversity Effective Hiring Managing Leave and Related Issues (ADA, FMLA, and State Worker’s Compensation laws) Privacy (Internet, e-mail, etc.) OSHA FLSA Reductions In Force Law Office of Randy Brown Who Should Be Trained? Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Executives Supervisors/Managers Associates Law Office of Randy Brown Other Considerations Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Duration Frequency Documentation of Attendance Proper Presentation E-Training/Customized Videos, etc. Law Office of Randy Brown Basics of Equal Employment Opportunity Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Exceptions to the rule of equal treatment: Disability Religion Law Office of Randy Brown Basics of Equal Employment Opportunity Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Applicants and associates with equal qualifications, skills, and abilities must be treated equally. While distinctions based on lawful criteria (e.g., quality, performance or productivity) are permitted, the reasons for these distinctions should be documented thoroughly. Employers must be able to provide valid business-related reasons for adverse employment actions against applicants and associates. Law Office of Randy Brown Basics of Equal Employment Opportunity Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Standards that appear to be neutral and apply to all applicants or associates still may be discriminatory if they impact more heavily on protected classes. The employer would then be required to prove that the policy is justified by business necessity. Law Office of Randy Brown Basics of Equal Employment Opportunity Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Employment decisions based on stereotypes usually lead to unlawful results. Applicants and associates must be evaluated on their individual abilities and performance, not on unjustified assumptions about them as members of a group. Law Office of Randy Brown Basics of Equal Employment Opportunity Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Common stereotypes to avoid: Women cannot do strenuous work. Men cannot do work requiring great dexterity. Hispanics and Asians cannot communicate clearly in English. African-Americans lack sufficient education to master highly technical jobs. Disabled workers have high absenteeism rates. Older workers are less productive than younger workers. Young women are not interested in job upgrading because they plan to quit when they get married. Law Office of Randy Brown EEO Test TRUE/FALSE Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com () () Ray Chambers is rejected for a position as an assistant, even though he is qualified. His application is rejected because on it he stated he was convicted of petty larceny in 1989. This rejection is unlawful. Law Office of Randy Brown EEO Test TRUE/FALSE Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com () () Manager Bragg is discussing candidates for promotion to a recruiter. When Jill Ferguson is suggested, Bragg rejects the idea. "Jill is a good associate, but recently engaged. My experience has proven time and time again that newly-wed women leave their jobs within two years and don’t concentrate anymore." Bragg's experience is a valid basis for rejecting Jane. Law Office of Randy Brown TRUE/FALSE () () Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com When Betsy Francis applied for a mailroom position, which required her to lift heavy equipment, she was laughed out of the office. The supervisor commented that "that gal certainly isn't built to do that." The supervisor is not legally justified in his position. Law Office of Randy Brown TRUE/FALSE () () Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Elaine Mayfair responded to an ad for an client relations specialist. When she appears for the interview, you observe that she wears very thick glasses, uses a white cane to assist her, and has asked for help in completing the employment application. You are justified in rejecting her application since her disability disqualifies her for the position. Law Office of Randy Brown TRUE/FALSE () () Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Accounting Manager Bob Jones needed an assistant. He told the HR Department not to bother him with anyone who was not a college graduate. "My assistant needs brains, independence, and initiative," he says to explain the degree requirement. Bob is not justified in requiring a college degree. Law Office of Randy Brown TRUE/FALSE () () Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Although Mary Sanders has never actually been propositioned by her supervisor, his comments and jokes to her co-workers during lunch together have made her very uncomfortable. These comments constitute sexual harassment. Law Office of Randy Brown TRUE/FALSE () () Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com A single, isolated incident is an insufficient basis upon which to bring a charge of sexual harassment. Law Office of Randy Brown TRUE/FALSE () () Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Joe has not been finishing his work assignments as fast as his co-workers. Since he reached age 65, he has "slowed down." He can be required to retire? Law Office of Randy Brown TRUE/FALSE () () Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Serena has been absent or late often since she became pregnant. Since she has a "disability," she cannot be disciplined. Law Office of Randy Brown TRUE/FALSE () Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com () Alice Accountant wants to transfer to the marketing department as it is a better opportunity for her. You are concerned because all the other employees are males. Although Alice would otherwise be qualified, you believe it is necessary to advise her that because the department is all male she might be subjected to harassment. Essentially, you tell her that this group of male employees often tell sexual jokes that even you find offensive. After your candid disclosure to her she decides she does not want the position. Although the manager of the department thinks that Alice is well qualified and would be a good addition to the department you are justified in not giving her the transfer as she says she does not want it. Law Office of Randy Brown TRUE/FALSE () Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com () Mary Malingerer works as a receptionist. In the last three years, she has had three separate workers’ compensation claims against the company. In addition, she has taken the full amount of her 12 weeks of leave entitlement under the federal Family and Medical Leave Act. Her supervisor tells you that she is sick and tired of Mary’s “shenanigans.” You decide to assist the Supervisor in getting rid of Mary. Is this decision lawful? Law Office of Randy Brown TRUE/FALSE () Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com () In an effort to eliminate poorperforming associates and recruit associates with a fresh perspective and new ideas for the company’s success, you send out a memo to your management team describing the ideal candidates for the positions as having “lots of work time ahead of them.” You subsequently terminate three employees all of whom are over the age of 40 and hire three employees in their 20’s. Are your actions lawful? Law Office of Randy Brown TRUE/FALSE () Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com () Mandy Maternal, a supervisor in the accounting department, has recently returned from maternity leave. As her manager, you are concerned about how she will perform with a new child at home. During a casual conversation with her you ask her how she is planning on spacing her offspring. She reluctantly obliges your question. You then express your concern by stating that you think she will not “show the same level of commitment she had shown because she now has a little one at home” and explain that you think her supervisory job is “not for a mother.” This fact pattern in violation of any employment laws? Law Office of Randy Brown Lawful Hiring Practices Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com WHAT AN INTERVIEWER SHOULD NOT ASK Law Office of Randy Brown 1. 2. 3. Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com 4. 5. 6. 7. 8. 9. 10. Do not ask the applicant how old he or she is. Do not ask the applicant his or her date of birth. Do not ask the applicant how long he or she has resided at his or her present address. Do not ask the applicant what his or her previous address was. Do not ask the applicant what church he or she attends or the name of his or her priest, rabbi or minister. Do not ask the applicant what his or her father's surname is. Do not ask the female applicant what her maiden name was. Do not ask applicants whether they are married, divorced, separated, widowed or single. Do not ask applicants who reside with them. Do not ask applicants how many children they have. Law Office of Randy Brown 11. 12. 13. Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com 14. 15. 16. 17. 18. 19. Do not ask the ages of any children of applicants. Do not ask who will care for children while the applicant is working Do not ask how the applicant will get to work, unless owning a car is a job requirement. Do not ask the applicant where a spouse or parent works or resides. Do not ask the applicant if he or she owns or rents his or her place of residence. Do not ask the applicant the name of his or her bank or any information as to amount of loans outstanding. Do not ask the applicant whether he or she ever had his or her wages garnished or declared bankruptcy. Do not ask the applicant whether he or she was ever arrested. Do not ask the applicant whether he or she ever served in the armed forces of another country. Law Office of Randy Brown 20. 21. Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com 22. 23. 24. 25. Do not ask the applicant how he or she spends his or her spare time or what clubs he or she belongs to. Do not ask the applicant what foreign languages he or she can speak, read or write (unless job requirement). Do not write anything on the application form Do not ask the applicant about prior workrelated injury or illness. Do not ask the applicant whether he or she has a disability. Do not ask the applicant whether he or she has ever filed a workers' compensation claim. Law Office of Randy Brown Workshop Can You Ask It? Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com 1. "Can you perform job functions with or without reasonable accommodation? 2. "Can you perform the functions of this job with __or without __ reasonable accommodation? (Check one)“ 3. Do you need reasonable accommodation to perform this job? (Applicant has no known disability) 4. Do you have a disability which would interfere with your ability to perform the job? Law Office of Randy Brown Workshop Can You Ask It? Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com 5. You ask all applicants: Please describe/demonstrate how you would perform these functions (essential and/or marginal). 6. You ask only certain applicants who have not disclosed a disability and disability is not obvious: Please describe/demonstrate how you would perform these functions (essential and/or marginal). 7. How many days were you sick last year? 8. Have you ever been injured on the job? Law Office of Randy Brown Workshop Can You Ask It? Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com 9. Have you ever filed for workers' compensation? 10. Can you meet the attendance requirements of this job? 11. Do you drink alcohol? 12. How much alcohol do you drink each week? 13. Have you ever been arrested for driving under the influence? Law Office of Randy Brown Workshop Can You Ask It? Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com 14. What prescription drugs are you currently taking? 15. Do you currently use illegal drugs? 16. Have you ever been treated for alcohol problems? 17. Have you ever been treated for mental health problems? 18. Do you have the required licenses to perform this job? Law Office of Randy Brown Workshop Can You Ask It? Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com 19. How much do you weigh? 20. How tall are you? 21. This job requires the preparation of detailed proposals with summary charts and graphic displays. These proposals must frequently be prepared under tight time frames. Can you perform this function with our without reasonable accommodation? Law Office of Randy Brown Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Managing Day-To-Day Law Office of Randy Brown Workshop Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com An associate comes to work one morning toting his lunchbox with a large confederate flag affixed to the front. The associate tells you that he would like to place his lunchbox on the break room table so that everyone may have the pleasure of looking at his confederate flag throughout the day. Can you lawfully tell the associate that he may not display the confederate flag throughout the day? Law Office of Randy Brown Workshop Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com A group of associates have gathered around the water cooler one afternoon. They are discussing current events. As you are walking by to refill your coffee mug, you overhear one them mention that she believes that “Muslims are really dangerous people and we should all do our best to stay away from them.” What do you do? Law Office of Randy Brown Workshop Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Your office has a monthly meeting and celebration with cake, cookies and other treats. As you are leaving the meeting room after this month’s meeting, you overhear a known devoutly Catholic associate making comments that are specifically derogatory to Jews to his co-workers around the cake. He is telling jokes and speaking derogatorily about Jewish people generally. How do you handle this situation? Law Office of Randy Brown Workshop Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com One of your drivers is a vegan. A vegan is someone who does not eat meat, diary or animal products. She does not wear leather or any other material that come from animals nor does she use products that have been tested on animal skins or derive any ingredients from animals. As part of her job, you ask her to hand out discount meal coupons for use at the local hamburger joint. She refuses, claiming it is against her religion. Is veganism considered a religion? May you lawfully require her to pass out the coupons? May she lawfully refuse? Law Office of Randy Brown Workshop Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com You are a supervisor and you receive a phone call from a friend of yours who handles hiring issues at another company. Your friend asks you for the “real rundown” on a former associate of yours who has applied for a similar position at his company. Since this person is a friend, you grant his request and give him the “real rundown” on the candidate including your own personal opinion of her work, personality as well as her personal life, including the fact that she has cancer and was continually sick which is why her employment did not work out for your company. Was your handling of the situation the best practice to use? How should you have handled the situation? Law Office of Randy Brown Workshop Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com One of your associates is blind. He has an awful attitude toward his coworkers, supervisors and customers. He is often insubordinate. He fails to observe your safety procedures and policies. This failure could result in injury to himself or others. He has received many negative performance evaluations and has often been disciplined. You fire him for insubordination. Can you lawfully do so, taking into consideration his disability? Law Office of Randy Brown Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Strategies To Assist Employers In Managing Leave Issues Law Office of Randy Brown The Absence Management Problem Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com The workforce is getting older and sicker Multiple federal laws protect absences State laws also protect absences Ignorance of obligations does not excuse non-compliance Absenteeism costs companies significant $$$ Law Office of Randy Brown The Absence Management Problem Compounded Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Intermittent Leave and PartTime Work Schedules Inability to plan for absences Difficulty of “spotting” protected absences Difficulty of “tracking” protected absences Tendency to lump into PTO plans Calculating 12 workweeks of FMLA leave Perception of inconsistent treatment Potential for requests to become “contagious” Law Office of Randy Brown Targeted Associate Absence Management Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Keys to success: Developing “peripheral vision” concerning legal protections Aggressively reviewing absence explanations and medical documentation Develop medical based evidence Law Office of Randy Brown Laws Impacting Strategies for Managing Associate Leaves of Absence Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com FMLA ADA State FMLA State Disability Discrimination Laws State Pregnancy Leave Laws State Workers’ Compensation Laws Law Office of Randy Brown Leave Management Basics Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Understanding FMLA and ADA Obligations Identifying The Legal Landmines Employers Face When Attempting To Untangle The Web Of Overlapping Laws ADA FMLA WC Law Office of Randy Brown The ADA Rule Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com An employer cannot discriminate against: A qualified person with a disability; A person is qualified if: He/she can perform the essential functions of a job, with or without a reasonable accommodation that does not pose an undue hardship Law Office of Randy Brown Who is a “person with a disability”? Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com A person with a physical or mental impairment that substantially limits one or more major life activities A person who has a record of such an impairment A person who is regarded as having such an impairment Does not include: Temporary disabilities Environmental, cultural or economic disadvantages Law Office of Randy Brown What are “essential functions”? Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Fundamental job duties – not marginal Factors to consider: Work experience of others Information on job descriptions Amount of time spent performing function Consequences of not requiring the associate to perform the function Law Office of Randy Brown Reasonable Accommodation Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Anything that facilitates successful performance of essential job functions Examples: Making facilities accessible Job restructuring Granting a leave Modifying work schedules Modifying equipment Reassignment to vacant positions Does not include eliminating responsibility for performing essential functions Law Office of Randy Brown Undue Hardship Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Significant difficulty or expense Factors considered: Cost Financial resources of company Type of business Impact on operation Law Office of Randy Brown Significant ADA Supreme Court Case Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com On January 8, 2002, the United States Supreme Court ruled that the ADA, which protects disabled individuals from discrimination, only covered physical impairments if they also affect activities of daily living and not just the ability to perform a specific job. Toyota Motor Mfg. Ky. Inc. v. Williams, 122 S.Ct. 681 (2002). Law Office of Randy Brown Recent ADA Development Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com On January 10, 2006, the U.S. Court of Appeals for the Fourth Circuit ruled that the ability to eliminate bodily waste is a major life activity under the ADA. The court specifically stated, “The elimination of bodily waste is...not only of ‘central importance to daily life,’...but of life-sustaining importance.” He further stated that, “Without it, hazardous toxins would remain in the body and eventually become fatal. For all of these reasons, waste elimination also fits comfortably within the EEOC’s non-exhaustive list of major life activities, which includes ‘functions such as caring for oneself, performing manual tasks, walking, seeing, hearing, speaking, breathing, learning, and working.” The Second, Third and Eighth circuits are the only other circuits to address this issue and have also ruled that such is a major life activity. Law Office of Randy Brown Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Recent Cases Dealing with Leave Issues and Affecting Employers Emory v. AstraZeneca Pharmaceuticals LP (3d Cir. 2005) An employee with physical limitations including the loss of the use of his right hand, as well as mental limitations including limitations in math, spelling and reading was able to maintain his job as custodian, raise a family and be active in community organizations. Despite overcoming these obstacles, the employee was passed over for a permanent promotion to a position he held temporarily and filed a discrimination charge alleging violations of the ADA. Law Office of Randy Brown Emory v. AstraZeneca Pharmaceuticals LP (3d Cir. 2005) Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Plaintiff filed suit in the U.S. District Court for the District of Delaware alleging discrimination for failure to promote and failure to provide reasonable accommodations and further claimed he was substantially limited in the major life activities of walking, learning and performing manual tasks. The court found that the plaintiff was not disabled under the ADA as “his limitations are not substantial or severe.” The district court also noted that although the plaintiff had learning impairments, they could not be considered substantially limiting primarily because of the challenges he was courageous enough to undertake and, in some cases, overcome. Law Office of Randy Brown Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Emory v. AstraZeneca Pharmaceuticals LP (3d Cir. 2005) The Appeals Court reversed the district court’s ruling concluding that the district court “missed the mark” by concluding the plaintiff was not disabled because he had been able to overcome many obstacles. The Appeals court stated, “what a plaintiff confronts, not overcomes, is the measure of substantial limitation under the ADA.” Law Office of Randy Brown Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Emory v. AstraZeneca Pharmaceuticals LP (3d Cir. 2005) On January 25, 2006, acting on remand, the U.S. District Court for the District of Delaware concluded that the plaintiff provided evidence that his disabilities were a factor in the company’s decision not to promote him. Specifically, it was found that a member of the hiring panel referred to him as “Rainman.” Further, another manager made a statement saying that training him would be a waste of time. Given these circumstances, the court ruled this was enough to warrant a trial. Law Office of Randy Brown Making Disability Management Work for You Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Keeping the Lid on Workers’ Compensation Costs by Reducing the Need for Leave and Returning Injured Associates Back to Work Quicker Law Office of Randy Brown Recommendations Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Train supervisory personnel on legal obligations triggered when associates are absent due to an injury or illness. Integrate HR or legal earlier and deeper into disability management leave issues Law Office of Randy Brown What Policies & Procedures Create Best Practices? Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Hiring practices Medical examinations Reasonable accommodation Return to work programs Leaves of absence Termination Law Office of Randy Brown Return To Work Programs Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Priority of responses to injured workers Fully employ through reasonable accommodations in current position Reassignment to vacant, existing positions Modified/light duty (i.e., Relieving responsibility to perform essential job functions) Law Office of Randy Brown Preparing to Succeed Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Educate medical professionals: Tell them what you know about the job through job descriptions and narratives that highlight specific risks Explain what associate has told you about the condition Explain workplace incidents Law Office of Randy Brown Determining Just How Far You Must Go To Accommodate Associates With Disabilities Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com The employer and the associate with a potential disability should engage in an informal process to clarify what the individual needs and identify the appropriate job modification/reasonable accommodation The employer may ask the associate relevant questions that will enable them to make an informed decision about the request. The exact nature of the dialogue will vary. Law Office of Randy Brown Determining Just How Far You Must Go To Accommodate Associates With Disabilities Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com In some cases, both the disability and accommodation will be obvious and there may be no need to engage in any discussion. However, in some circumstances, the employer may need to ask questions concerning the nature of the disability and the individual's functional limitations. Suggestions from the individual with a disability may assist the employer in determining the type of accommodation to provide. Law Office of Randy Brown Workshop Reasonable Accommodation Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Is the following a request for reasonable accommodation? An associate tells her supervisor that she is having trouble getting to work at her scheduled start time due to medical treatments she is undergoing. Yes____ No____ Law Office of Randy Brown Workshop Reasonable Accommodation Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Is the following a request for reasonable accommodation? An associate tells his supervisor that he needs six weeks off to get treatment for a back problem. Yes___ No___ Law Office of Randy Brown Workshop Reasonable Accommodation Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Is the following a request for reasonable accommodation? An associate tells her supervisor that she would like a new chair because her present one is uncomfortable. Yes___ No___ Law Office of Randy Brown Workshop Reasonable Accommodation Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Can the supervisor ask the individual requesting reasonable accommodation for any/additional documentation to prove disability? An HR Specialist tells the HR Director that she is having trouble reaching materials on high shelves because of her shoulder injury. Yes___ No___ Law Office of Randy Brown Workshop Reasonable Accommodation Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Can the supervisor ask the individual requesting reasonable accommodation for any/additional documentation to prove disability? An associate ‘s spouse phones the associate‘s supervisor on Monday morning to inform her that the associate had a medical emergency due to multiple sclerosis, needed to be hospitalized, and which requires time off. Yes___ No___ Law Office of Randy Brown Workshop Reasonable Accommodation Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Can the supervisor ask the individual requesting reasonable accommodation for any/additional documentation to prove disability? An associate gives her employer a letter from her doctor, stating that the employee has asthma and needs the employer to provide her with an air filter. This letter contains insufficient information as to whether the asthma is an ADA disability because it does not provide any information as to its severity. Furthermore, the letter does not identify precisely what problem exists in the workplace that requires an air filer or any other reasonable accommodation. Yes ___ No___ Law Office of Randy Brown Workshop Reasonable Accommodation Has the employer violated the ADA? Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com The Company is impressed with an applicant’s resume and contacts the individual to come in for an interview. The applicant, who is deaf, requests a sign language interpreter for the interview. The Supervisor in the department cancels the interview and refuses to consider further this applicant because it believes it would have to hire a full-time interpreter. Yes___ No___ Law Office of Randy Brown Workshop Reasonable Accommodation Has the employer violated the ADA? Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com An individual who has paraplegia applies for an specialist position. Because the office has two steps at the entrance, the employer arranges for the applicant to take a typing test, a requirement of the application process, at a different location. The applicant fails the test. The Company does not provide any additional reasonable accommodations. Yes___ No___ Law Office of Randy Brown Workshop Reasonable Accommodation Has the employer violated the ADA? Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com An associate with HIV infection must take medication on a strict schedule. The medication causes extreme nausea about one hour after ingestion, and generally lasts about 45 minutes. The associate asks that he be allowed to take a daily 45-minute break when the nausea occurs. The Director of the department refuses to grant this request. Yes___ No___ Law Office of Randy Brown Workshop Reasonable Accommodation Has the employer violated the ADA? Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com A mail room associate requests that she be allowed to change her hours from 7:00 a.m. to 3:00 p.m. to 10:00 a.m. to 6:00 p.m. because of her disability. The mail room is open from 7:00 a.m. to 7:00 p.m. and it will still have sufficient coverage at the beginning of the morning if it grants the change in hours. The mail room does not grant the requested accommodation. Yes___ No___ Law Office of Randy Brown Workshop Reasonable Accommodation Has the employer violated the ADA? Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com A computer technician, due to his disability, requests an adjustment in his work schedule so that he starts work at 8:00 a.m. rather than 7:00 a.m., and finishes one hour later in the evening. The technician works with three other associates who cannot perform their jobs without the technician. As a result, if the employer grants this requested accommodation, it would have to require the other three associates to adjust their hours, find other work for them to do from 7:00 to 8:00, or have the associates do nothing. The Company denies the request claiming undue hardship. However, the Company discusses other accommodations that would not result in undue hardship. Yes___ No___ Law Office of Randy Brown Workshop Reasonable Accommodation Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Is the following lawful under the FMLA and/or ADA? An associate with an ADA disability has taken 10 weeks of FMLA leave and is preparing to return to work. The Supervisor wants to put her in an equivalent position rather than her original position. Yes___ No___ Law Office of Randy Brown Workshop Reasonable Accommodation Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Is the following lawful under the FMLA and/or ADA? An associate with an ADA disability requests that she be excused from work one day a week for the next six months because of her disability. The Company does not provide this accommodation claiming undue hardship. Yes___ No___ Law Office of Randy Brown FMLA Fundamentals Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Covered Employers 50 or more associates in 20 or more calendar weeks in the current or preceding calendar year Covered associates 12 Months/1250 Hours 50/75 Miles Note: ADA, Title VII, state disability discrimination, pregnancy leave and workers’ compensation laws do not have minimum service requirements Law Office of Randy Brown FMLA: When Do You Get Leave? Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Birth/Adoption/Foster Care Serious Health Condition Law Office of Randy Brown FMLA: Birth/Adoption/Foster Care Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Bonding Leave For Newborns within first 12 months of birth It applies to both men and women Do not have to give intermittent leave (but you can be more generous) Adoption: Leave can be taken to finalize adoption/court papers Law Office of Randy Brown FMLA: Serious Health Condition Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com To care for serious health condition of parent, spouse or child (covered relations) To care for associate’s own serious health condition Law Office of Randy Brown FMLA-Serious Health Condition Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Overnight Stay in Hospital Absence Plus Treatment Pregnancy Chronic Conditions (Asthma/Epilepsy) Permanent/Long Term Conditions Requiring Supervision (Alzheimer’s) Multiple Treatments for Non-Chronic Conditions (Chemo/Physical Therapy) Law Office of Randy Brown FMLA-Serious Health Condition: Absence Plus Treatment Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com More Than Three Consecutive Calendar Days Out of Work Treatment by HCP on two or more occasions Treatment by HCP at least once plus “Regimen of Continuing Treatment” Continuing Treatment: Rx Therapy Law Office of Randy Brown FMLA – 12 Weeks Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Need not be taken all at once Unless to care for new born Intermittent and Reduced Schedule Leave Can be taken in smallest increment that the Company measures time Law Office of Randy Brown FMLA - Associate’s Notification Burdens Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Must provide medical certification for any leave taken due to a serious health condition Second and Third Opinions Notice of planned medical treatment Recertification Return to Work Certifications Law Office of Randy Brown FMLA-Benefits While On Leave Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Continuing Medical Insurance Determine Method for Payment of Associate Portion Be Careful if you Cut off Medical Insurance Other Benefits: follow uniform and non discriminatory policy Law Office of Randy Brown FMLA-Reinstatement Rights Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com “Same or Equivalent” Position Equivalent Pay Equivalent Benefits “Key Associate” Exception is Limited Must Show that Reinstatement Would Cause “Substantial and Grievous Economic Injury” Law Office of Randy Brown Practical FMLA Guidance On Employers’ Notification Requirements Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com It is the employer’s responsibility to designate leave as FMLA-qualifying and to give notice of the designation to the associate. Where the employer does not have sufficient information about the reason for leave, the employer should inquire further of the associate to ascertain whether the leave is potentially FMLA-qualifying. Law Office of Randy Brown Practical FMLA Guidance On Employers’ Notification Requirements Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Once the employer has acquired knowledge that leave is being taken for an FMLA-qualifying reason, the employer must promptly (within two business days absent extenuating circumstances) notify the associate that the leave is designated and will be counted as FMLA leave. The employer’s notice may be oral or in writing. If the notice is oral, it must be confirmed in writing no later than the following payday. (Unless the payday is less than one week after the oral notice, in which case the written notice must be no later than the subsequent payday.) Law Office of Randy Brown Disciplining Your Associates for Absenteeism Without Violating the FMLA Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com It is unlawful to discriminate against or discipline an associate because the associate has taken leave authorized by the FMLA. However, if an associate has attendance problems unrelated to the use of FMLA leave, the associate may be held to the same attendance standards as any other associate. The FMLA only requires that when disciplining an associate for excessive absences, you remove FMLA-qualifying leave from consideration. For this reason, no-fault attendance policies will not pass muster unless they carve out exceptions for the use of FMLA-protected leave. Law Office of Randy Brown Critical Steps to Prevent Disciplinary Actions from Being Deemed Retaliatory or Discriminatory Under the FMLA Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Although you have heard these tips before, it is particularly important in dealing with retaliation or claims of wrongful discharge: Be careful Document Train your managers and/or supervisors on the front line who are responsible for acting on behalf of management Law Office of Randy Brown Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com How to Prevent Managers and Supervisors In Your Organization From Being Found Personally Liable Under the FMLA Your management team must be instructed that they have a legal obligation: To cooperate with associates seeking leave To maintain attendance records carefully To be cautious in dealing with attendance problems Too keep close tabs on associates taking time off for illness or to care for a relative To be sure their subordinates know that they have a right to family and medical leave Law Office of Randy Brown Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com How to Prevent Managers and Supervisors In Your Organization From Being Found Personally Liable Under the FMLA To refrain from pressuring or threatening people who ask for FMLA leave To keep personal feelings from affecting their judgment on leave questions To help associates schedule FMLA leave when it is foreseeable To get clearance for any serious disciplinary action against someone who has taken or requested FMLA leave To refer difficult FMLA questions to their superiors or to HR Law Office of Randy Brown Workshop Serious Health Condition Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Is the following considered a "Serious Health Condition" under the FMLA? An recruiter with flu symptoms, calls his supervisor for two days in a row and states he cannot come in but does not see a doctor about his/her illness. _____ Yes _____ No Law Office of Randy Brown Workshop Serious Health Condition Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Is the following considered a "Serious Health Condition" under the FMLA? An associate is absent for three days with a sore ankle. On the third day, he sees the doctor about his condition. Other than wrapping his ankle, the doctor does not prescribe any medication as the associate is diagnosed with a sprained ankle and the doctor tells him that he may return to work the next day. _____ Yes _____ No Law Office of Randy Brown Serious Health Condition Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Is the following considered a "Serious Health Condition" under the FMLA? A client relations specialist is out for three days with a sinus infection diagnosed by her doctor on the first day of her illness. The doctor prescribes antibiotics and tells her to take the rest of the week off to recover. _____ _____ Yes No Law Office of Randy Brown Workshop Serious Health Condition Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Is the following considered a "Serious Health Condition" under the FMLA? An executive assistant tells her supervisor that she must leave a half-day early to pick up her sick child at school. The next morning, the assistant calls the supervisor to inform her that due to her child’s illness, she will not be coming into work for three more days. _____ Yes _____ No Law Office of Randy Brown Workshop Serious Health Condition Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Is the following considered a "Serious Health Condition" under the FMLA? Jack has been working for the Company for 6 months. Last Friday, he came to your office claiming he needed a leave of absence due to carpel tunnel syndrome. He handed you a doctor’s note stating that he needed 5 months of leave for recovery and treatment. The Company’s policy provides leave only as required by the FMLA. a. How much leave must the Company provide to Jack? b. Would the answer be different if Jack previously worked for the Company for 7 months? _____ _____ Yes No Law Office of Randy Brown Workshop Serious Health Condition Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Is the following considered a "Serious Health Condition" under the FMLA? In July, an associate requests 4 weeks vacation to begin July 4. Her vacation is denied because she had not prescheduled the vacation and also due to staffing needs. Several days later, the associate returns to her supervisor’s office and states she will be submitting forms to apply for FMLA leave beginning July 4 to travel to South Africa to care for her mother who is seriously ill. leave? a. Will the associate be granted FMLA _____ Yes _____ No Law Office of Randy Brown Workshop Serious Health Condition Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Is the following considered a "Serious Health Condition" under the FMLA? An associate, diagnosed with cancer, is being treated with chemotherapy but doesn’t tell his Supervisor about the diagnosis or treatments. After becoming gravely ill as a result of the treatments, his doctor orders him to take three weeks off of work to recover. At this time, the associate is forced to tell the Company that he has cancer and will be out for several weeks. Will the Company now be able to count the time already taken by the associate for the cancer treatments as FMLA leave? ____ Yes _____ No Law Office of Randy Brown Workshop Serious Health Condition Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Is the following considered a "Serious Health Condition" under the FMLA? An associate receives permission from her Manager to miss work on a Friday for removal of an ingrown toenail. Her doctor advises her that she can return to work the following Monday. Complications arise from the procedure and the employee is unable to return to work on Monday and calls off to her Manager. Not mentioning a request for leave under the FMLA but keeping in constant contact with her employer, the associate misses work for more than one month. Is this associate eligible for FMLA leave? ____ Yes _____ No Law Office of Randy Brown Handbook as Expressed or Implied Contract Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com General Rules State-Specific Information Handbook as Binding the Associate Use of Disclaimers Consistent Policy Application Law Office of Randy Brown PROPER AND EFFECTIVE DOCUMENTATION Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com The Critical Role of Documentation The Final Checklist Before Disciplinary Action Tips To Minimize The Risk Of Employment Litigation When Documenting And Assessing Associates Law Office of Randy Brown Workshop Documentation Workshop Please evaluate the following documentation examples. How might they be handled? Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com 1. Today Mary Jones reported that Tom Smith had been telling dirty jokes to her in front of others. She said she laughed at the jokes, but that she was really embarrassed. 2. Paul Smith came in to complain that his supervisor, Sally Jones, harasses him all the time. She tells him that he's lazy and he wants her to quit harassing him. 3. Claire Smith reported to me today that Bill Jones keeps putting his arm around her and she wants him to stop, but she doesn't want to make him angry because he's a nice guy. 4. Frank is a good associate but he needs to improve his communication skills. Law Office of Randy Brown Workshop Documentation Workshop Please evaluate the following documentation examples. How might they be handled? Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com 5. Mary's attitude has been a problem since she was transferred from accounting to the mail room. I have advised her that she needs to improve her attitude. 6. Harry bothers the other associates by hanging around them and talking when they all should be working. 7. Sally has commented on Suzanne’s “professional skills”, but there are a few things she would like to note. Suzanne needs to work on her interpersonal skills; she is overbearing, abrasive, Sally thinks she is macho; Sally objects to a lady using the type of language that Suzanne does; Suzanne needs to take a course in charm school; Sally has advised Suzanne to walk more femininely, have her hair styled, wear make-up and jewelry. Law Office of Randy Brown Large Verdict: You Do Not Have To Be The Next Wal-Mart! Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com On December 22, 2005, a California jury awarded a class of 115,919 current and former Wal-Mart employees $172 million for missed breaks in violation of a state law that mandates a 30-minute, unpaid meal break (Savaglio v. Wal-Mart Inc., Cal. Super. Ct., No. C-835687, verdict 12/22/05). Law Office of Randy Brown ASSOCIATE STATUS ISSUES Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com The Fair Labor Standards Act Exempt vs. Non-Exempt Requirements For Exempt Status Salary Basis Test for “White Collar” Exempt Status White Collar Exemptions Compensable Working Time Law Office of Randy Brown Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Wage and Hour Law Office of Randy Brown The Fair Labor Standards Act Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Overtime Compensation Overtime Rate Overtime Computation "Comp Time“ Daily Overtime Offsets Against Overtime Offsets Against Excess Minimum Wage Payments Regular Hourly Rate Holidays, sick leave or vacation Law Office of Randy Brown The Fair Labor Standards Act Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Definition of Compensable Working Time Under the FLSA Time spent in primary work activities; Idle or stand-by time controlled or requested by employer; Time spent by an associate outside normal hours suffered or permitted by employer that benefits the employer. Law Office of Randy Brown Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com COMMON FLSA WORK TIME QUESTIONS AND PROBLEMS FOR NON-EXEMPT ASSOCIATES Unauthorized Working Time Meal Periods A California jury awarded a class of 115,919 current and former WalMart employees $172 million for missed breaks in violation of a state law that mandates a 30minute, unpaid meal break Rest Periods and Coffee Breaks Law Office of Randy Brown Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com COMMON FLSA WORK TIME QUESTIONS AND PROBLEMS FOR NON-EXEMPT ASSOCIATES Travel Time Travel Away From Home Community On-Call Pay and Other Pay for Non-Working Time Medical Care Lectures, Meetings or Training Vacations, Holidays or Sick Leave Law Office of Randy Brown COMMON FLSA WORK TIME QUESTIONS AND PROBLEMS FOR NON-EXEMPT ASSOCIATES Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com FLSA Recordkeeping Requirements "Rounding Off" State Wage and Hour Laws Law Office of Randy Brown INDEPENDENT CONTRACTOR ISSUES Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Definition Economic Reality Test Law Office of Randy Brown Inclusion of Cash and Non-Cash Bonus Items in Taxable Income Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Anything of value provided to an associate is “income” unless a specific statutory exclusion can be found and the requirements for the exclusion met . Law Office of Randy Brown Labor & Employment 851 N. Donnelly St. Suite 6 Mt. Dora, FL 32757 (352) 508-4237 brownlaw@comcast.net www.randybrownlaw.com Thank you for Attending