PFML State Compliance Tracking

ClientSpace supports Paid Family Medical Leave compliance tracking. The PFML state compliance tracking process is supported by the following dataforms and email templates:

  • PFML - State Compliance dataform: Stores and tracks compliance with Paid Family and Medical Leave (PFML) regulations across various states.

  • PFML - Config dataform: Allows you to select the states to include in the PFML scheduled process.

  • Supporting email templates: There are three supporting email templates which are triggered by data stored on the PFML - State Compliance dataform.

    Note: The email templates are pre-configured to work "out-of-the-box" but can be edited. For steps on building your own template from scratch or making customizations to the existing templates, refer toEmail Templates: Basic Configuration.

    • 10 to 24 Active Employees - The PFML 10 + Active EE template sends a notification when the client and any related clients reach a combined total of 10 to 24 Active employees. The email indicates that state FMLA contributions may be required starting the next payroll for the next 52 weeks.
    • 25+ Active Employees -The PFML 25+ Active EE template sends a notification when the client and any related clients reach a combined total of 25 or more Active employees. The email indicates that state FMLA contributions may be required starting the next payroll for the next 52 weeks.

    • 50 Week Reminder - The PFML Delaware (DE) 50 Week Reminder template sends a notification when the client's Family Leave contributions have been occurring for 50 weeks. The email indicates that contributions may no longer be required in approximately 2 weeks.

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