As I indicated, I created this spreadsheet based on the needs, policies and processes of my current company. I have created several tracking systems for different companies; each of which was entirely different but it served the company's interests. Your ability to customize this spreadsheet to your company’s needs is defined by your creativity and your own computer skills. Excel is a wonderful tool, with many possibilities to track just about anything - as long as you know how to do it!
It would be very easy to add the CA regs to this by creating a few new columns or changing the meaning of an existing system to represent the PDL and CFRA. It would be very important to really educate the user of the difference between the federal and state regs and how to track them. It is easily accomplished because the state regs run concurrently with the fed regs but the state regs don't run concurrently between themselves. So if the EE has a pregnancy which qualifies as a disability (16 weeks) and if the EE qualifies thereafter for the bonding (another 12 weeks), then I would track that FMLA under the state regs because they will be entitled to more than what would be permitted under the federal. You would have to add or change an existing calculation tab to represent the PDL and CRFA in the general calculation area (which is the red and green areas). Then you would have to add a few new columns in the FMLA Calculation area (where it shows if it's active or expired) and change the value to represent the allotted amount of time/leave. Again, if the EE’s pregnancy qualifies as a disability, I would use that PDL symbol (for the up to 16 weeks) and if the EE is going to be bonding with the child after delivery, then I would use the CFRA symbol for the (additional) 12 weeks.
As far as if the regs change mid-year, I don’t anticipate that happening seeing that they have just changed this year from the original FMLA of 1993; but should I be wrong, it would be up to your discretion on how you would manage that change. I would create a new version that had a row that reflects the values from the previous year or previous increment of time, which would be calculated into the equations for the new tracking system. If you noticed the two green fields at the top of the “2009” tab on the spreadsheet, then you will see that this spreadsheet already has this capability added into it already for FMLA from the previous year of 2008. If you enter an “f” into the first column and then enter any number into the next cell, you will see those numbers captured into the total FMLA for the 2009 tracking system. Remember you can create anything to match your needs with a little creativity and a lot of computer skills.
Glad to assist!
Heather