In advance of an SME call, please fill out this form so we have a full understanding of the question and general situation. We want to be well prepared for the call to provide exceptional service in the allotted time. As a reminder, clients are not allowed to join SME calls unless previously authorized.

Before filling out the form, please review the types of questions that can be asked during this meeting:

Types of questions that CAN be asked:

1.  State and Federal Regulatory Questions (PFML, ADA, PWFA, FMLA, and other leave laws):

• What are the key regulations governing leave policies in our state?
• How do I review a medical certification?
• Should I run FMLA and state PFML concurrently?
• What are the requirements for continuing benefits while on leave?
• How does the FMLA apply to our company’s leave policies?

2. Consultant Resources and Best Practices:

• What resources are available to help us manage leave effectively?
• What best practices can we implement to streamline our leave management process?

3. General Policy Guidance:

• How can we ensure our leave policies align with company culture?
• What are some strategies for communicating leave policies to employees?

Types of questions that CANNOT be asked:
(Please note: if you have a strategic or prospecting question, contact gcruickshank@tpgrp.com. We’ll take prospect questions all day long!)

1. Case-Specific Questions:

• Can you review the leave application for John Doe and advise on approval?
• Why was Jane Smith’s leave request denied?

2. Employment Law Matters:

• How should we handle an employee who is suing us over a leave denial?
• Can you provide legal advice on handling a leave-related dispute?

3. Client-Facing Discussions:

• How can we use leave policies to attract new clients?
• Can you help us develop a client-facing leave policy document?

4. Strategic or Prospect Discussions:

• How can we use leave policies to gain a competitive edge in the market?
• Can you help us strategize on how to use leave policies for new business development?