System Configuration

Concept Prototype — configuration surfaces are illustrative

Discovery

Every organization handles leave administration differently. Workflows, deadlines, documents, employer requirements, communications, and escalation procedures can be configured around the operating model.

Leave Types

  • FMLAEdit
  • Short Term DisabilityEdit
  • Workers CompensationEdit
  • Parental LeaveEdit
  • Military LeaveEdit
  • Personal LeaveEdit
  • ADA / Accommodation RelatedEdit
  • OtherEdit

Case Statuses

  • New RequestEdit
  • Eligibility ReviewEdit
  • Documentation RequestedEdit
  • Awaiting DocumentationEdit
  • Under ReviewEdit
  • ApprovedEdit
  • Leave ActiveEdit
  • Return to Work PendingEdit
  • ClosedEdit

Required Documents

  • Employee Request FormEdit
  • Employer DocumentationEdit
  • Medical CertificationEdit
  • Supporting DocumentationEdit
  • Return to Work DocumentationEdit

Case Workflow Stages

  • Request ReceivedEdit
  • Eligibility ReviewEdit
  • Employee Notice SentEdit
  • Certification RequestedEdit
  • Certification ReceivedEdit
  • Case ReviewEdit
  • Leave ApprovedEdit
  • Leave ActiveEdit
  • Return to Work PendingEdit
  • ClosedEdit

Deadline Rules

  • Eligibility review windowEdit
  • Employee notice windowEdit
  • Certification due windowEdit
  • Recertification intervalEdit
  • Return documentation windowEdit
  • Case closure reviewEdit

Employer Requirements

  • Employment verificationEdit
  • Supervisor confirmationEdit
  • Modified duty availabilityEdit
  • Return confirmationEdit
  • Reporting cadenceEdit

Communication Templates

  • Documentation RequestEdit
  • Missing Documentation ReminderEdit
  • Case Status UpdateEdit
  • Leave Approval NoticeEdit
  • Upcoming Return ReminderEdit
  • Return to Work ConfirmationEdit

Team Roles

  • Leave AdministratorEdit
  • Disability SpecialistEdit
  • Return to Work CoordinatorEdit
  • Case AnalystEdit
  • Operations SupervisorEdit
  • Client ManagerEdit

Escalation Rules

  • Second missed documentation deadlineEdit
  • Overdue return documentationEdit
  • High priority unassigned over 24 hoursEdit
  • Employer non-response over 5 daysEdit

Concept Prototype. Nothing on this page is saved, and no legal or regulatory rule set is implied. Configuration would be defined with the administrator during implementation.