Helen Tracey Overview Practicalities Eligibility Notification - - PowerPoint PPT Presentation

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Helen Tracey Overview Practicalities Eligibility Notification - - PowerPoint PPT Presentation

Helen Tracey Overview Practicalities Eligibility Notification Agreement Examples During Leave Policy/Procedure Impact Resources Practicalities Family Choice Friendly But its Equality Law Complicated ? Modern Flexibility


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Helen Tracey

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Overview

Practicalities Eligibility Notification Agreement Examples During Leave Policy/Procedure Impact Resources

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Practicalities

Family Friendly

Choice

Law

Equality

Modern

Flexibility

But it’s Complicated ?

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Practicalities

1 December 14 (Regulations) Publish policy/ procedure Consult/inform staff 5 April 15 (Effective Date)

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Practicalities

Open Discussion Non-binding indication Plan Ahead (Tentative)

  • Early stage
  • Rights clear
  • Whether
  • When
  • Maternity Leave
  • Adoption Leave
  • Paternity Leave
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Practicalities

Maternity/ Adoption Leave is ended early

Untaken leave available as Shared Parental Leave Maximum of 50 weeks available

Shared Parental Leave

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Practicalities

Maternity or Adoption Pay is ended early

Untaken pay available as Shared Parental Pay (ShPP) Maximum of 37 weeks available

Shared Parental Pay

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Eligibility “Sharer” (Employed by you)

 If these criteria are met the employee will also be entitled to Shared

Parental Pay – unless they fall below the earnings threshold

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Eligibility

Put simply…(as possible)

If

The “sharer” works for you

And

Was entitled to maternity

  • r adoption

leave and pay

And Will be returning to work for you And

Have leave and pay

  • utstanding

They are entitled to Shared Parental Leave and Pay

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Eligibility

 Mother/main adopter may share with

 The child’s father (maternity only)  Their partner (either married to/civil partnership or live

with)

 Their co-adopter (adoptions only)  Both need to meet the eligibility criteria  The two people who share the leave should be those who

have the main responsibility to caring for the child

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Eligibility “Sharing Partner” (Not employed by you)

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Eligibility “Sharing partner” (Employed by you)

Information they must give:

 Their name  Their partners name  Start and end date of the maternity/adoption leave (and/or pay)  The amount of leave and pay available  The expected and/or actual birth date or placement date

Their declaration:

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Eligibility “Sharing partner” (Employed by you)

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Eligibility

Cannot begin before the Birth (or adoption placement)

All leave and pay must be taken within 1 year of the birth (or adoption placement) Both partners must agree to share the leave and/or pay If there are two employers they do not necessarily both have to agree but…if they don’t plans may need to change Shared Parental Leave

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Notification

 At least 8 weeks notice (also for variations)  Therefore notice should be given at least 9 weeks before the 52 week period is

due to end.

 So notice to return to work may be given before the mother/adopter leaves

work

 Notice may also be given after the mother/adopter has returned to work  (However any outstanding pay will “run in the background” up until 39 weeks,

even after the employee has returned to work unless SPL/SPP notice is given)

 Entitled to ask to change the amount or pattern of leave twice  Therefore maximum number of notifications is three (unless you agree more)  Once they have returned to work the maternity or adoption leave/pay cannot

be restarted.

 Any outstanding leave or pay must be taken as Shared Parental Leave and pay

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Notification

 Revoking notifications  Their partner has provided notice to their employer  You are not required to check the information provided by

the partner …

 …but you can and may want to

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Notification - Example Form

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Notification - Example Form

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Notification - Example Form (HR-Inform)

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Agreement

 Two week “discussion period”  Employer can propose agree, propose alternatives or refuse  If refused the weeks may be taken in a single block  Employee has 5 days to specify start date  If not specified, will start on the first date in their

notification

 An employer must agree to Shared Parental Leave taken in one single

block

 An employer does not have to agree to an employee taking more than

  • ne block of Shared parental Leave
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Agreement Withdrawal

 The employee has up until the point of agreement (within

the 2 weeks) to withdraw

 Once the declarations are made the employee is bound to

end their leave on that date unless:

 In the 8 weeks after the notice it is discovered there is no

entitlement

 Before the end date the person who the leave was to be shared with

dies

 (for mothers only) notice was given before the birth and is revoked

within six weeks after the birth

 In the first two cases there is no right to make a further

request

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Examples

 Share once – transfers from one to the other

 Share back and forth (take in blocks)  Share and take leave at the same time (although the

mother will have had to give notice of her return date)

 Taking blocks of leave  Minimum of a week  Your employee will be returning to work in between  Cap of three notifications (not three blocks)

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Example

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Example – Shared in 1 Block

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Example – Numerous blocks

 The remaining 4 weeks will still be available up until the day before the

child’s first birthday (or one year after the date of placement for adoptions)  Use the HR Inform online calculator

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Example – Numerous blocks

 In this example, all periods are paid (subject to eligibility)  Due to using leave at the same time ShPP is used by week 35

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During and After Leave

 Protection of Terms and Conditions (except remuneration)  Continuity of Employment  Accrual of leave  Pension implications – similar to maternity/adoption/paternity  Contact during leave  “SPLIT” days – up to 20 per employee – paid  Providing cover  Returning to work – original contract and T&Cs unless not practicable

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Policy/Procedures

The existing rules on the following will remain the same:

  • The length of Maternity Leave
  • The length of Statutory Maternity Pay
  • The qualification arrangements for Statutory Maternity

Leave/Pay and Maternity Allowance

  • The length of Ordinary Paternity Leave
  • The length of Ordinary Statutory Paternity Pay
  • The qualification arrangements for Statutory Paternity Pay
  • The length of Adoption Leave
  • Arrangements for recovering statutory payments via

HMRC

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Policy/Procedure

The following will change:

  • Additional Paternity Leave abolished
  • Additional Paternity Pay abolished
  • (and replaced with Shared Parental Leave and Pay)
  • So…those previously entitled can only access additional leave if

someone shares it with them…

  • Adoption Leave and Pay will be brought in line with

Maternity Leave and Pay

  • i.e. No service requirement to qualify for adoption leave
  • Pay enhanced to 90% for the first six week
  • Adoption leave and pay will become open to parents in

surrogacy arrangements who meet eligibility criteria

  • Statutory Pay Rates will be upped to £139.58pw from 5 April

2015

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Policy/Procedure

Consider the impact on:

  • Maternity Leave Procedure
  • Adoption Leave Procedure
  • Paternity Leave Procedure
  • Agency Workers Procedure
  • Possibly:
  • Flexible Working Procedure
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Impact

 Culture Change  Only 0.6% of those eligible take APL  Government predicts 2% take up  E.g. Sweden – 40 years, popularity linked to pay  Most employers not offering enhanced pay (Civil Service are)  Is there a risk of discrimination if you offer enhanced

maternity/adoption and not shared parental pay?

 BIS guidance – not legally binding  Shuter v Ford Motor Company http://www.cipd.co.uk/hr-

inform/case-law/2014/september/shuter-v-ford-motor-company

 Also need to ensure consistency and fairness in types of requests

accepted/refused

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Resources

 Examples of where to find further information:  CIPD HR-Inform (example policies, letters, forms, cases etc.)  Department for Business, Innovation and Skills – Shared Parental Leave

and Pay – Employers’ Technical Guide – September 2014 (FAQs, examples)

 ACAS guidance – Shared Parental Leave: a good practice guide for employers

and employees (best practice, sample templates)

 Gov.uk (Basic information on rights, pay and administration)  My Family Care – HR Resource Pack (survey results, overview of the

legislation).

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Resources - Glossary

 Curtailment

  • Ending leave or pay before maximum entitlement has been

taken

 KIT

  • Keeping in Touch (Days) – Maternity/Adoption

 MA

  • Maternity Allowance

 SAP

  • Statutory Adoption Pay

 SMP

  • Statutory Maternity Pay

 SPP

  • Statutory Paternity Pay

 ShPL

  • Shared Parental Leave

 ShPP

  • Statutory Shared Parental Pay

 SPLIT

  • Shared Parental Leave Keeping in Touch Days