Parental leave paperwork checklist

Before you request leave

Find the policy that applies to your work location and employee category.Confirm eligibility for pay and job protection separately.Record prior leave used and the applicable benefit-year dates.Identify HR, payroll, insurer, and state-program contacts.Ask how recovery, bonding, FMLA, PTO, and employer pay overlap.

Before arrival or placement

Submit required employer notice and save confirmation.Check the application opening date and filing deadline for each program.Ask the provider or placement agency about required documentation.Confirm health-premium amounts and how you will pay them.Write down the baby’s health-plan enrollment deadline and process.Make a budget with confirmed net benefits and a payment-delay buffer.Assign handoff owners and test shared-file access.Prepare an early-arrival update and out-of-office message.

After birth or placement

Update employer and claim administrators with actual dates.Request the baby’s insurance enrollment and save the receipt.Submit proof of the event and any required medical certification.Review the approval for correct dates, amount, and leave category.File continuing or weekly claims when required.Report work, other payments, and schedule changes accurately.Check the first payment and any employer offset.

Before returning

Confirm the first scheduled workday and remaining leave balance.Ask whether medical clearance or accommodations are needed.Confirm childcare, commute, and a backup-care plan.Arrange pumping space and breaks if applicable.Check premium catch-up deductions and payroll restart.Schedule a manager check-in for priorities and changes.

A place for allthe little details.

Before you request leave

Before arrival or placement

After birth or placement

Before returning

A place for all
the little details.