Transcript

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County of Los AngelesCounty of Los AngelesDepartment of Human ResourcesDepartment of Human Resources

Long Term Leave Absence ReportLong Term Leave Absence ReportModule IModule I

February 28, 2009February 28, 2009

Long Term Leave Long Term Leave Management ProgramManagement Program

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IntroductionIntroductionWelcome to the County of Los Angeles online training for “Long Term Leave (LTL) Welcome to the County of Los Angeles online training for “Long Term Leave (LTL)

Absence Report.” This training consists of………… separate modules covering the Absence Report.” This training consists of………… separate modules covering the

basics in completing the report, a systematic approach in reconciling data, and the use of basics in completing the report, a systematic approach in reconciling data, and the use of

the LTL Absence Report as a management tool. the LTL Absence Report as a management tool.

The training is designed to be self-paced. Throughout each module of this training, you The training is designed to be self-paced. Throughout each module of this training, you

will be introduced to specific concepts followed by exercises to help you apply the will be introduced to specific concepts followed by exercises to help you apply the

concept introduced. We recommend that you complete the first modules prior to working concept introduced. We recommend that you complete the first modules prior to working

on the actual report at work. If you choose to exit the program before completion, your on the actual report at work. If you choose to exit the program before completion, your

information will be saved and bookmarked. You will be able to return to the training at a information will be saved and bookmarked. You will be able to return to the training at a

later time. You may also repeat these modules as many times as needed. When you are later time. You may also repeat these modules as many times as needed. When you are

ready to start, please click on the “Next” button to begin Module I. ready to start, please click on the “Next” button to begin Module I.

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Learning ObjectivesLearning Objectives

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Module I Overview

In this module, you will learn the followings:

Lesson 1: Identify data that met the criteria of the report Lesson 2: Categorize the types of data for placement in the ReportLesson 3: Use CWTAPPS Leave Code System to reflect the nature of

long- term leave for each employeeLesson 4: Provide meaningful statements for the “Comment” section of the

report for your management review

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Lesson 1: Lesson 1: Identification of Data

When an employee’s employment condition meets one of the following criterion, the employee’s leave must be recorded in the Long Term Leave Management (LTL) Absence Report. These criteria are:

1. When the duration of a continuous leave reached 6 months or 180 days from the first day of leave.

2. When a Long Term Leave employee resumes leave status after returning to work for less than 30 days

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An employee has been taking intermittent leave under Family Medical Leave Act

(FMLA -12 weeks,) California Pregnancy Leave Act (CPLA -16 weeks,) and

California Pregnancy Family Act (CPFA – 12 Weeks with Benefits) for pregnancy

related disability and bonding with her child since January 1, 2008. As of

December 1, 2008, she was still on Leave. Should this employee be included in the

LTL Absence Report?

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A. Yes

B. No

C. Not sufficient information to determine

Answer: B.

Even though a combined leave taken under all three Acts may exceed 6 months or 180 days. Intermittent Leave is not considered as “continuous leave”. Intermittent Leave is not considered as “continuous leave”.

ExercisesExercises

Scenario 1

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Scenario 2

M. May took a leave of absence on May 4, 2008 under FMLA for 12 weeks, extended her

leave for an additional four (4 weeks) under CPLA for pregnancy related disability. Then

immediately took a leave of absence under CFRA for bonding with her child. As of

November 15, 2008 she was still on leave. Should this employee be included in the

December 15, 2008 report?

A. Yes

B. No

C. Not sufficient information to determine

Answer: A

Although the leave was taken under three different laws, the leave was continuous and exceeded 6 months/180 days from the very first day she took the leave on May 4, 2008.

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Scenario 3:

An employee exhausted both her FMLA and CPLA leave. She is now on the first week of CFRA. Does An employee exhausted both her FMLA and CPLA leave. She is now on the first week of CFRA. Does

she meet the LTL criteria to be included in the report?she meet the LTL criteria to be included in the report?

A. Yes

B. No

C. Not sufficient information to determine

Answer: B.

FMLA and CPLA are meant to run concurrently if an employee was disabled by the

pregnancy. The maximum leave under FMLA is 12 weeks, and the maximum for

CPLA is 16 weeks. When the two types of Leave are ran concurrently, the maximum

duration of leave an employee is eligible for is 16 weeks. Given that she is on the first

week of her CFRA leave, she has only accumulated 17 weeks or 119 days of

continuous leave. (Ref. Interpretive Manual)Next

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Scenario 4

Employees has been on approved Educational Leave since September of 2006. As of Employees has been on approved Educational Leave since September of 2006. As of

September 2008, he was still on leave. Should this employee be included in the September 2008, he was still on leave. Should this employee be included in the

October 15, 2008 LTL Absence Report?October 15, 2008 LTL Absence Report?

A. Yes

B. No

C. Not sufficient information to determine

Answer: A

The criteria for “Long Term Leave” is all inclusive regardless of the types of leave. This The criteria for “Long Term Leave” is all inclusive regardless of the types of leave. This employee met both the “continuous” and “180 days” criteria.employee met both the “continuous” and “180 days” criteria.

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Scenario 5

An employee was on Leave for 190 days prior to him starting his temporary light duty

assignment on October 15, 2008. In November 15, 2008 report, you were to report all

active cases for the month of October, should this employee be listed as an active

case in the November 15th report?

A. YesB. NoC. Not sufficient information to determine

Answer: B

On the last day of October, this employee has not returned to work for more than

30 days. This employee should remained as an Active Cases until after the 30

days has passed.

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Scenario 6:

An employee began his temporary work hardening assignment on April 1, 2008 after 11 An employee began his temporary work hardening assignment on April 1, 2008 after 11

weeks of continuous leave. Then, the employee resumed and remained on leave status weeks of continuous leave. Then, the employee resumed and remained on leave status

since May 2, 2008. Should this employee be included in June 15, 2008 report? since May 2, 2008. Should this employee be included in June 15, 2008 report?

A. YesB. NoC. Not sufficient information to determine

Answer: B

This employee has not met the 6 months/180 days criteria before he returned to work on work hardening assignment. He should not be listed at all.

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Lesson 2: Categorizing Your DataLesson 2: Categorizing Your Data

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In order to understand how the data you gathered should be grouped and entered into the Long Term Leave Absence Report, let’s take a look at the Content and the Structure of the report itself.

AUGUST 15, 2008 LTL ABSENCE REPORT FOR THE MONTH OF JULYCOMMENTS

LAST NAME

FIRST NAME

EMP #

CLASSIFICATION LEAVE TYPE/ CODE

LEAVE START DATE

JOB ACCOMM./ OFFERED

(Y/N)

MED. CERT. "CURRENT"

(Y/N)

EST. RTW DATE

RET. PLAN (A-

D/E)

REASONS FOR NOT RETURNING TO WORK

Senior Typist Clerk 82 11/08/05 N Y None E LTD approved until 9/14/2014, age 65, potential medical release

DATA CONTROL CLERK

73 11/01/07 N Y None E LTD approved through 4/30/08, pending extension.

Senior Clerk 76 07/16/03 N Y None E Temporarily disabled. Pending 2 AME exams. In 6/2008 & 1/2009 respectively.

Supvr. Payroll Clerk III 76 1/16/08 N Y 07/28/08 E Pending RTW on part-time work schedule & work restrictions;

Senior Typist Clerk 76 02/02/08 N Y None D Unable to perform U&C duties.

Payroll Clerk II 73 02/27/08 N Y 07/25/08 E Temporarily disabled.

Admin Assistant III 73 12/15/07 N Y REGULAR E RTW7/18/08

NEW CASES IN JULY 2008

PROCESSED/CLEARED CASES IN JULy 2008

EMPLOYEE RTW PROCESS-DOCUMENTATIONCONTINUOUS LEAVE

ACTIVE CASES IN JULY 2008

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Contents of the ReportContents of the Report

As you can see from the title of the report, it says “August 15, 2008 LTL Absence Report As you can see from the title of the report, it says “August 15, 2008 LTL Absence Report for the month of July, 2008. This means that for the month of July, 2008. This means that the report was dated for August 15, 2008 submission, and reports activity data only for the month immediately preceding the date of the report.

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AUGUST 15, 2008 LTL ABSENCE REPORT FOR THE MONTH OF JULY

EMPLOYEE CONTINUOUS LEAVE

RTW PROCESS-DOCUMENTATION COMMENTS

LAST NAME

FIRST NAME

EMP #

CLASSIFICATION

LEAVE TYPE/ CODE

LEAVE START DATE

JOB ACCOMM

./ OFFERED

(Y/N)

MED. CERT.

"CURRENT" (Y/N)

EST. RTW DATE

RET. PLAN (A-D/E)

REASONS FOR NOT RETURNING TO WORK

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ExercisesExercises

For each of the condition stated in the following two scenarios, please indicate which of the report should the employee be listed.

Employee met the 6 months/180 days criteria on Nov. 1, 2008.October 15, 2008November 15, 2008December 15, 2008

Answer: December 15, 2008 report

Employee met the 6 months/180 days criteria on Oct. 15, 2008October 15, 2008November 15, 2008December 15, 2008

Answer: November 15, 2008 report

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Now lets go to the first section of the report. This section is labeled as

“ACTIVE CASES ….”

AUGUST 15, 2008 LTL ABSENCE REPORT EMPLOYEE CONTINUOUS

LEAVERTW PROCESS-DOCUMENTATION COMMENTS

LAST NAME

FIRST NAME

EMP #

PAYROLL TITLE

LEAVE TYPE/ CODE

LEAVE START DATE

JOB ACCOMM./ OFFERED

(Y/N)

MED. CERT. "CURRENT"

(Y/N)

EST. RTW DATE

RET. PLAN

(A-D/E)

REASONS FOR NOT RETURNING TO WORK

ACTIVE CASES IN JULY 2008      STC 82 11/08/05 N Y None E LTD approved until 9/14/2014, age

65, potential medical release

      DCC 73 11/01/07 N Y None E LTD approved through 4/30/08, pending extension.

Active Cases in this section are active cases carried over from last month. For example, using the months and dates of the following illustration, cases under the “Active Cases in July 2008” are active cases from June that remained to be active in July.

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The second section of the The second section of the report is labeled as “New Cases in…..,” and includes data that meet one of the following criteria:

LAST NAME

FIRST NAME

EMP #

PAYROLL TITLE

LEAVE TYPE/ CODE

LEAVE START DATE

JOB ACCOMM./ OFFERED

(Y/N)

MED. CERT. "CURRENT"

(Y/N)

EST. RTW DATE

RET. PLAN

(A-D/E)

REASONS FOR NOT RETURNING TO WORK

NEW CASES IN JULY 2008      STC 76 02/02/08 N Y None D Unable to perform U&C duties.

      SSA I 73 02/27/08 N Y 07/25/08 E Temporarily disabled.

Cases that reached the 6 months/180 days criteria in the reporting monthCases that reached the 6 months/180 days criteria in the reporting month

Cases that exceeded the 6 months/180 days criteria but were never Cases that exceeded the 6 months/180 days criteria but were never reported in earlier reports.reported in earlier reports.

Note: Think of “New” as in any additional active cases that were not reported in prior reports.

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The last section of the Report, the “Processed/Cleared Cases” section is where you entered the following cases:

Cases that met the 6 Months/180 days criteria and were cleared during the reporting month”

Cases that met the 6 Months/180 days criteria and were cleared in other months but was never reported.

Cases that should not have been reported in prior months as active but was inadvertently listed in previous reports.

LAST NAME

FIRST NAME

EMP #

PAYROLL TITLE

LEAVE TYPE/ CODE

LEAVE START DATE

JOB ACCOMM./ OFFERED

(Y/N)

MED. CERT.

"CURRENT" (Y/N)

EST. RTW DATE

RET. PLAN (A-D/E) REASONS FOR NOT RETURNING

TO WORK

PROCESSED/CLEARED CASES IN JULY 2008      AA iiiAA iii 7373 12/15/0712/15/07 NN YY DD RTW7/18/08RTW7/18/08

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ExercisesExercises

For each of the following scenarios, please click the button where you believe the data should be placed.

1. An employee was reported in April 15, 2008 report as having been on leave for 2,658 days. However, you just discovered that the employee retired on March 24, 2008. Where should this employee be placed in the May 15, 2008 report?

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A. Active Cases Section

B. New Cases Section

C. Processed/Cleared Cases Section

D. Should not be included in the report

E. A & C

Answer: C

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2. Ms. ML accumulated 183 days of Leave on the last day of April. However, the comment in the report indicates that the employee was placed on work hardening assignment on April 7, 2008. If you were to correct this listing, where would you place this employee in the May 15, 2008 report?

A. Active Cases Section

B. New Cases Section

C. Processed/Cleared Cases in April Section

D. Should not be included in the report

Answer: C

Based on the comment, the actual duration of Ms. ML’s leave should be 183 days minus 23

days. This means that Ms. MM only had 160 days before she returned to work. She did not

meet the LTL criteria to be included in any LTL Absence Report. However, since she was

already included in the previous report, we can only report it as a drop under the

“Processed/Cleared” section and note it as an “Over-reported” case.

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3. As of April 15, 2008, Employee X has been out for 278 days but was never reported in any report. Where should this employee be placed in the May 15, 2008 report?

A. Active Cases Section

B. New Cases Section

C. Processed/Cleared Cases in April Section

D. Should not be included in the report

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Answer: BAs long as an employee meets the Long Term Leave criteria and has never been included in any LTL Absence Report, the employee should be listed as a new case.

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A. Active Cases Section

B. New Cases Section

C. Processed/Cleared Cases in April Section

D. Should not be included in the report

Answer: B

To answer this question, one must know this employee’s duration of the leave on March 31, 2008. On March 31, 2008, this employee has a total of 178 days (208-30 =178) of leave, making him or her not eligible to be listed in the April 15, 2008 report. However, she met the 180 days criteria on April 2, 2008 as a new case in the May 15, 2008 report.

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4. An employee has been on leave for 208 days as of April 30, 2008, should this employee be listed in the “New Cases” section or in the “Active Cases” section?

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5. An employee retired on April 30, 2008 after taking a leave of absence for 988 days. An employee retired on April 30, 2008 after taking a leave of absence for 988 days. However, he was never listed in any of the LTL Absence Report. However, he was never listed in any of the LTL Absence Report. Where should this employee be placed in the May 15, 2008 report?

A. Active Cases Section

B. New Cases Section

C. Processed/Cleared Cases in April Section

D. Should not be included in the report

E. B & C

Answer: E

In order to credit a drop or decrease from the LTL employee pool, the individual must have been a member of the pool. If he/she was never existed in his pool of employees, there is nothing for the department to drop. Therefore, to credit this drop, we must include him/her in the LTL employee pool by adding his/her name as a new case so he/she can be listed under the “Processed/Cleared Cases” section.

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6. Employee has been on leave for 4020 days, and comments in the report indicate that

the employee will retire on May 31, 2008. What section of the June 15, 2008 report

should this employee be listed?

A. Active Cases Section

B. New Cases Section

C. Processed/Cleared Cases in April Section

D. Should not be included in the report

Answer: A

Given that employees can change their mind at any time, unless the comment

indicates that “the employee retired on May 15, 2008,” the employee should remain in

the “Active Cases” section.

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7. Employee has been on leave for 3680 days, returned to work on a transitional 7. Employee has been on leave for 3680 days, returned to work on a transitional assignment for 35 days and resumed leave on April 15, 2008. assignment for 35 days and resumed leave on April 15, 2008.

A. Active Cases Section

B. New Cases Section

C. Processed/Cleared Cases in April Section

D. Should not be included in the report

Answer: B

Since this employee’s name was dropped off in previous report, she has to be added back as a New case with the original Leave Start Date in order for the Department to continue to monitor the case. If a New Start Date was used, the employee will not be listed in the report until 6 months later. By that time, this employee would have accumulated 3860 days of leave where the case should have been re-evaluated upon employee resuming her leave.

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The information needed to complete the fields under each of the column Headings shown below can be obtained from the County’s Countywide Timekeeping And Payroll Personnel System. The information for “Leave Type Code” can be found on the “JLVE” screen of the CWTAPP system.

In the event that your Department is using Earning or Pay Codes for this field, we have provided a conversion table on the next page for you to covert them into CWTAPPS Leave codes.

Lesson 3: The Coding System

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LastName

FirstName

Emp. No.

Payroll Title

Leave Type/Code

LeaveStart Date

Job/Accomm. offered(Y/N)

Med. Cert.

"Current"(Y/N)

Est.RTW Date

Retire.Plan

(A-D/E)

Comment(Reasons for Not

Returning To Work)

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Codes Conversion TableCodes Conversion TableCWPAY Earnings/Absence CodesCWPAY Earnings/Absence Codes CWTAPPS Leave CodesCWTAPPS Leave Codes

009 Pre-86 Special Sick 1005009 Pre-86 Special Sick 1005

011 Sick 100%011 Sick 100%

112 Sick Personal (Sick leave used for absence for personal reason)112 Sick Personal (Sick leave used for absence for personal reason)

116 Part Pay Sick 65%116 Part Pay Sick 65%

118 Continuous Sick 86%118 Continuous Sick 86%

120 Part Pay Sick 50%120 Part Pay Sick 50%

122 Continuous Sick 50%122 Continuous Sick 50%

124 Authorized Sick without Pay124 Authorized Sick without Pay

125 Unauthorized Sick without Pay (for an alleged illness)125 Unauthorized Sick without Pay (for an alleged illness)

73 Illness73 Illness

151 Industrial Accident 100%151 Industrial Accident 100%

152 Industrial Accident 100% RDO152 Industrial Accident 100% RDO

153 Industrial Accident 70%153 Industrial Accident 70%

154 Industrial Accident RDO154 Industrial Accident RDO

157 Industrial Accident – Absence without Pay157 Industrial Accident – Absence without Pay

76 Industrial Accident/ 76 Industrial Accident/ Worker’s CompensationWorker’s Compensation

013 Long Term Leave of Absence without Pay 013 Long Term Leave of Absence without Pay

Note: This code is designated for employees receiving pay Note: This code is designated for employees receiving pay through the State. Do not use this code if it is a LT disability or through the State. Do not use this code if it is a LT disability or Worker’s Compensation caseWorker’s Compensation case

13 Long Term Leave of 13 Long Term Leave of Absence without PayAbsence without Pay

019 Exempt Leave019 Exempt Leave 79/19 Other79/19 Other

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Codes Conversion Table (cont’n)Codes Conversion Table (cont’n)

Pay / Earnings CodePay / Earnings Code CWTAPPS Leave CodesCWTAPPS Leave Codes

027 Authorized Leave without Pay (reasons other than 027 Authorized Leave without Pay (reasons other than sickness)sickness)

79/27 Other79/27 Other

028 Unauthorized Leave without Pay (reasons other than 028 Unauthorized Leave without Pay (reasons other than sickness)sickness)

79/28 Other79/28 Other

033 Order Absence Leave (pending investigation)033 Order Absence Leave (pending investigation) 83 Suspension83 Suspension

70 Military Leave70 Military Leave

71 Education Leave71 Education Leave

72 Maternity Leave72 Maternity Leave

74 Sabbatical74 Sabbatical

75 Unclassified Appointment75 Unclassified Appointment

77 Labor Union77 Labor Union

80 Family Rights (FMLA/CFRA)80 Family Rights (FMLA/CFRA)

81/82 Long Term Disability81/82 Long Term Disability

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Lesson 4: The Comment Section

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In this lesson, we are going to talk about what should be stated in the “Comment” section. A well stated comment will assist you and your manager to take prompt and decisive action to manage each case. An inadequate comment may delay your management from taking necessary action to prevent litigation and other financial losses.

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Key Questions to Ask

The only way one can assess whether the comments stated are sufficient to serve the purpose is to ask a number of questions.

1. Does the comment indicates where the employee was in the Return-to-Work process outlined in the CEO Return- to -work procedural manual, and does it indicate when the last action took place?

2. Does the comment clearly states what obstacle(s) was preventing the Return-to-Work process from moving forward?

3. Does the comment indicates what action/measures were attempted by the Department to remove the obstacles, but failed?

Note: Your ANSWER TO THESE QUESTIONS would help your manager determines which of these cases needs his/her immediate attention, and what type of intervention is needed to take the case to the next level.

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In the next 3 pages, we have provided a list of comments you may use to communicate to your management the necessary information to determine when to intervene and what action needed to take place to move the case forward. However, the comments listed are not meant to be exhaustive. There may be other circumstances that may have prevented the employee from returning to work. There may also be times where you would need to use a combination of these comments to reflect the status of the case.

The best way in determining what comments should be included in this section is to ask if you can determine what action to take to move the case forward after reading the comments.

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Sample Comments/Answers

Where is the employee in the Return-to-Work process and When did the last action took place?

Examples:

TTD from date to date, Interactive Meeting (IM) scheduled for date

Employee approved for LTD from date to date, employee health condition prevent IM to take place

Employee acquiring new Medical Certificate for review by TPA

First/Second/Third IPM scheduled for date

First/Second/Third IPM held date/outcome

Initiated search of temporary work hardening assignments on date

In consultation with County Counsel to resolve problem since date/Outcome

Medical release process in progress, approval requested on date

Requested Disability Retirement on date, initiated placement attempt on date

Referred to Performance Management on date, progress monitored by responsible unit/division

Skelly meeting scheduled for date by Employee Relations/Performance Management Unit

Intent to discharge/medical separation letter sent on date

Discharge/ Medical release letter sent on date

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What was the obstacle that prevented the Return-to-Work process from moving forward?

Examples:

Unable to locate employee, what and frequency of attempts made, last attempt made on date Employee non-responsive to IMP meeting requests, last contact made on date

Waiting for employee medical certificate, request made on date

Waiting for AME report of date

Pending on AME scheduled for date

Pending on TPA/QME scheduled for date

Employee missed scheduled Interactive Meeting number of times, dates

Unable to accommodate Employee’s work restriction in his/her own class, last attempt made on date

Employee appealing medical evaluations, Hearings/AME/QME scheduled for date

Employee discontinued job search on date

Physician will not release employee to return-to-work, detail job description provided to physician on date

Employee met the Social Security definition of permanently disabled or Permanent & Stationary ( %) as of Date by , initiated job search/disability retirement /medical separation on date

Employee is scheduled for C (Compromise) and R (Release), meeting/tentative resignation date

Employee approved for Long Term Disability till retirement age as of date. Pending on LACERA approval.

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What action was taken to remove these obstacles? What was the outcome?

Examples:

Provided physician job description with duty and task statements to explore work hardening

assignments on date

WAY (Where are you/) letter sent on date

Order to Work letter sent on date

Return to Work Notice sent on date

Deemed Resignation Letter sent on date

Initiated Disability Retirement process on behalf of the employee on date

Scheduled IPM to discuss medical separation with employee on date

Initiated Medical Separation process on date

Working with LACERA in placing employee on lower level jobs since date

Referred the case to Performance Management operation on date

Referred the case for Interdepartmental Job Placement on date

Initiated processes for retirement/resignation/return-to- work/discharged/Out of Service/deceased on

date

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ExercisesExercisesBefore you begin answering the following questions, print a copy of the three questions described at the beginning of the lesson. Then review the stated comments against these three questions to determine if the comments have sufficient information to decide on an action to move the case forward. Select the answer that reflects your assessment.

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1. 1. Employee has been on leave for 5 years, and holds an Unclassified position. The employee may be removed at any time at the discretion of the appointing authority, with or without cause. Per County Code 2.07.010.

A. Yes

B. No

Answer: B

County Code 2.07.10 only speaks to the nature (at-will) of the position, it does not County Code 2.07.10 only speaks to the nature (at-will) of the position, it does not reveal the reason (s) that substantiated the leave. Based on the comment, it is reveal the reason (s) that substantiated the leave. Based on the comment, it is impossible to know what transpired in the last 5 years and why the employee has not impossible to know what transpired in the last 5 years and why the employee has not returned to work. returned to work.

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2. Not permanent and stationary since Oct 1, 2001.

A. Yes

B. No

Answer: B

This comment suggests the employee was disabled by an illness or a condition for 7 years. Yet, the comment indicates that the condition is not permanent. More importantly, there was no information pertaining to what has transpired in the last 7 years. Nor does the comment reveal any information as to the obstacle that prevented the employee from returning to work.

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3. IA 76 BENEFITS/APPR. LTD 4/2/08 ( September 15, 2008 report)

A. Yes

B. No

Answer: B

This comment only informed the reader that the employee was receiving either worker’s compensation or Long Term Disability benefits. The comment does not reveal what had transpired since 4/2/08 to August 2008. It is also unclear as to whether the data 4/2/08 is the ending date of the benefits period or the date when benefits were approved.

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4. Order to report to work 5/08

A. YesB. No

Answer: A

Sufficient to alert management to pay close attention to initiate discharge for job abandonment

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5. Pending C&R of civil case

A. Yes

B. No

Answer: B

C& R (Compromise & Release) takes ~ 2 months, and it’s a settlement C& R (Compromise & Release) takes ~ 2 months, and it’s a settlement process not a civil case in the courts. By stating it as a civil case may misled process not a civil case in the courts. By stating it as a civil case may misled management into thinking that there will years of waiting before anything can management into thinking that there will years of waiting before anything can be done. The comment also does not provide the date of C& R and tentative be done. The comment also does not provide the date of C& R and tentative resignation date for the purpose of planning the next step.resignation date for the purpose of planning the next step.

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6. Pending litigation OAAC - ee declined offer

A. Yes

B. No

Answer: B

Comment should clearly state the type of offer made. Is it a settlement agreement or a valid job offer? If it is a settlement, we are looking at a lawsuit down the road. If it is a valid job offer, the next step is termination of benefits and “order to work” process. Pending litigation should not stop the Return-to-work process unless advised by County Counsel. If that is the case, it should be stated in the comment.

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7. TTD, requested for medical review January 10, 2009

A. Yes

B. No

Answer: B

Comment should clearly state whether it is an AME or QME review. If it is an whether it is an AME or QME review. If it is an AME, the minimal waiting period can be a year, nothing can be done until it AME, the minimal waiting period can be a year, nothing can be done until it took place. QME can take place within a couple months.took place. QME can take place within a couple months.

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8. Pending AME review on May 9, 2009

A. Yes

B. No

Answer: A

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9. TTD thru 6/08

A. Yes

B. No

Answer: B

Needs additional information on what had transpired since the employee was Needs additional information on what had transpired since the employee was

approved for TTD to expedite returning the employee back to work. The approved for TTD to expedite returning the employee back to work. The

purpose of the Return to Work program is to expedite return of employees on purpose of the Return to Work program is to expedite return of employees on

TTD. Comment needs to address the three questions.TTD. Comment needs to address the three questions.

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10. EE TTD to 10/30/08; Med Cert letter 11/21/08; IPM scheduled for 1/6/09

A. Yes

B. No

Answer: A

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11. Medical Leave

A. Yes

B. No

Answer: B

By completing the Leave Type/Code, it would have already indicated that this By completing the Leave Type/Code, it would have already indicated that this employee was on Medical Leave. The Comment section needs to address employee was on Medical Leave. The Comment section needs to address what has taken place and the steps that would follow to expedite return of the what has taken place and the steps that would follow to expedite return of the employee to work.employee to work.

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12. LTD to 6/09, ee is 68

A. Yes

B. No

Answer: B

Due to the retirement age and the county’s LTD rules, the date when the LTD Due to the retirement age and the county’s LTD rules, the date when the LTD was approved is significant in this situation. It will determine the duration of was approved is significant in this situation. It will determine the duration of the benefits the employee is eligible to receive. Further, without clarification the benefits the employee is eligible to receive. Further, without clarification as to whether 6/09 is the retirement age considered by LTD, it is unclear as to as to whether 6/09 is the retirement age considered by LTD, it is unclear as to the status of the case.the status of the case.

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4545

13. Employee unable to resume work duties to illness. Doctor’s note putting employee off work till March ’09.

A. Yes

B. No

Answer: A

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4646

14. Pending SCDR (Service Connected Disability Retirement)

A. Yes

B. No

Answer: B

When was the case filed? Although the comment is indicative of the status of the case, it needs to show if placement effort was made during the waiting period to prevent potential penalty in the event the case is denied by LACERA.

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4747

15. Permanent Work Ristriction not compatible with Usual &Customary Duties

A. Yes

B. No

Answer: BWhen was the determination made and what activities took place that led to this conclusion?

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4848

16. Requested POA (Plan of Action) 3/24/08, IPA scheduled for 05/08/08

A. Yes

B. No

Answer: A

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4949

17. Department cannot accommodate permanent work restrictions. Countywide job search conducted in May 08. No alternate positions identified.

A. Yes

B. No

Answer: A

This comment indicates that the case should be referred to DHR/CEO for inter-departmental placement.

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5050

18. Chronic Hepatitis C- Interactive Meeting on May 28, 2008. Employee advised of medical separation. Executive staff decided to hold off on medically separating him per employee’s request. This will be revisited in 60 days. He is on long term disability and deemed disabled by Social Security.

Answer: A

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A. Yes

B. No

5151

19. Long Term Sick/receiving Leave Donations

A. Yes

B. No

Answer: B

Needs information to answer the 3 questions.

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5252

20. Off work under doctor’s order; request for IMP meeting sent 9/1/08

A. Yes

B. No

Answer: A

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5353

CONGRADULATIONS!

YOU HAVE COMPLETED MODULE I OF THIS TRAINING.


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