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What we'll cover
What is a Shared Parental Leave Policy?
A Shared Parental Leave Policy communicates an employer’s approach to shared parental leave. Shared Parental Leave Policies set out employees’ statutory entitlement to shared parental leave and pay and any enhanced entitlements the employer offers, as well as related rules and procedures.
This document is GDPR compliant.
When should I use a Shared Parental Leave Policy?
Use this Shared Parental Leave Policy:
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if you run a business and have employees
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to inform staff and managers about the statutory shared parental leave rules (note that this Policy is not a Parental leave policy)
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to set out any additional entitlements to shared parental leave (eg enhanced pay, above the statutory rate)
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if your business is based in England, Wales, or Scotland
Sample Shared Parental Leave Policy
The terms in your document will update based on the information you provide
SHARED PARENTAL LEAVE POLICY
Statement and Purpose of Policy
- ('we' or 'us') recognises and respects the rights of parents to take time away from work in connection with childbirth. No employee will be subjected to a detriment for exercising their right to take Shared Parental Leave ('SPL') in accordance with this policy or for seeking to do so.
- The purpose of this policy is to ensure that staff and managers are clear about entitlements to SPL, the process that should be followed for arranging leave and the terms that apply during and after SPL.
- This policy is intended to summarise your statutory rights. If there is a contradiction between this policy and the statutory SPL entitlements, this policy shall be amended, as necessary, to comply with legislative requirements.
- This is a statement of policy only and does not form part of your contract of employment. We may amend this policy at any time, in our absolute discretion.
What is SPL and Who Qualifies?
- SPL offers parents the flexibility to choose how to share the care of their child during the twelve months following the child's birth, giving qualifying employees up to 50 weeks SPL during those twelve months.
- A mother can start SPL after the first weeks following childbirth. The father/partner can take SPL immediately after the child's birth, but may wish to exhaust paternity leave and pay entitlements first, as these rights are lost if any SPL or Shared Parental Pay (ShPP) is taken first.
- The number of SPL weeks is calculated by looking at how many weeks the mother has reduced their maximum 52-week maternity leave entitlement by. For the same number of weeks of the reduction, the mother and/or their partner may opt-in and take those weeks as SPL. A mother can reduce their entitlement to maternity leave by returning to work before the 52 weeks has been taken, or by giving notice that their leave will end on a set future date.
- If a mother gives notice of maternity leave ending on a set date before the maximum entitlement, the mother's partner can take leave while the mother is still on maternity leave and/or receiving maternity pay.
- Only the mother and either the father of the child or the partner of the child's mother can qualify for SPL. Both parents must share the main responsibility of childcare at the time of birth and:
- the mother must be entitled to statutory maternity leave or statutory maternity pay or maternity allowance and have ended or given notice to reduce maternity entitlements;
- you must still be working for us at the start of each period of SPL;
- you must pass the 'continuity test' which means you have a minimum of 26 weeks' service at the end of the 15th week before the child's expected due date;
- your partner must meet the 'employment and earnings test' which means in the 66 weeks immediately before the child's expected due date they have worked for at least 26 weeks and earned an average of at least £30 a week in any 13 of those weeks; and
- you must correctly notify us of your entitlement and provide evidence as required.
Notification and Booking of SPL
- You must notify us of your entitlement to SPL and ShPP and book any SPL by giving us notice. You can do both of these things at the same time but you must do both at least eight weeks before you take SPL.
- You are encouraged to informally discuss your entitlement and intention to take SPL with as early as possible, in order that we can best support the requests you make. If you formally notify us that you are entitled to SPL, we may meet with you informally to discuss this, if we have not already.
- Whether or not you have had an informal discussion, to notify us of your entitlement to SPL, you must write to your manager at least eight weeks before the SPL start date stating:
- your name;
- the name of the other parent;
- the start and end dates of any maternity leave or pay, or maternity allowance, taken in respect of the child and the total amount of SPL available;
- the date on which the child is expected to be born and the actual date of birth;
- the amount of SPL you and your partner each intend to take (SPL can only be taken in complete week blocks, but can start on any day of the week); and
- a non-binding indication of when you expect to take the leave.
- You must provide us with a signed declaration stating:
- that you meet or will meet the conditions to take SPL;
- that all of the information you have given is correct, full and accurate;
- that if you are not the mother of the child, that you are the father of the child or partner of the mother of the child; and
- that if for any reason you become ineligible for SPL, you will immediately inform us.
- You must provide a signed declaration from your partner stating:
- their name, address and national insurance number (or confirmation they do not have a national insurance number);
- that they are the mother, father or partner of the mother of the child;
- that they satisfy the employment and earnings test, above and at the date of the child's birth shared parental responsibility with you;
- that they consent to the amount of SPL you are requesting to take;
- that they consent to us processing the information in the declaration form; and
- if they are the mother, that they will inform us immediately if they are no longer eligible.
- Within 14 days of your SPL request we may require further evidence of your eligibility, which you will need to provide to us within 14 days of our request, this might be:
- your partner's name and their employer's business address, or your partner's details if they are no longer employed; and/or
- a copy of the child's birth certificate.
- If we have reasonable suspicion that fraudulent information has been provided, or have been informed by HMRC that a fraudulent claim has been made, we will investigate this and start our disciplinary procedure as we deem necessary.
- To book SPL you must provide notice of SPL on an SPL booking form available from as well as notification of entitlement, making sure there is at least eight weeks between your booking notice and the start of SPL.
- You are entitled to a maximum of requests to book or vary SPL and may book a continuous block of SPL, which provided you satisfy the requirements in this policy and have provided us with the evidence requested, will be confirmed by us to you within 14 days.
- You can book two or three blocks of discontinuous leave and work in between, provided you have agreement from us to do this on the dates you request. If you have notified us you wish to take discontinuous leave, which does not require further discussion, agreement to your SPL will be confirmed in writing within 14 days. If further discussion is required, we will usually contact you in writing within 14 days to arrange a meeting on at least two days' notice where you can be accompanied by a colleague or trade union representative.
- The purpose of a meeting with you after we receive your notification and booking notice, is to discuss what will happen in your absence and how we can meet your discontinuous SPL request and if we cannot, whether we can agree a different pattern of leave.
- All discontinuous leave notifications will be considered carefully on their individual merits and benefits to you as well as negative impacts on the business will be looked at in detail before a decision is made to grant or refuse the leave. No decision made about one employee's discontinuous SPL shall impact another employee's request, leave requests will be considered individually at the time they are made.
- If a discontinuous leave request is refused by us, you have the right to withdraw your notification within 15 days of giving it, or taking SPL in a continuous block. You have until the 19th day after giving the original notification to choose when your SPL starts, but this must be at least eight weeks after the original notification date. If you do not state a start date your SPL will start on the first date given in your original notification.
- You can vary or cancel agreed and booked SPL, provided that you advise us in writing at least eight weeks before the date your leave was supposed to start and give eight weeks notice of the new start date for your SPL.
- A variation to SPL because of a child being born early or agreed by you on our request, will not reduce the number of new notifications you have the right to make.
Shared Parental Pay (ShPP)
- If eligible you may be entitled to take up to 37 weeks ShPP while taking SPL. The amount of weeks available will depend on the amount by which the mother reduces their maternity pay period or maternity allowance period. ShPP may be payable during some or all of SPL depending on the length and timing of SPL.
- If eligible, you will receive statutory ShPP, at the rate set by the government for the relevant tax year.
- To receive ShPP you must qualify for SPL and satisfy the following criteria:
- the mother must be/have been entitled to statutory maternity pay or maternity allowance and must have reduced their maternity pay period or maternity allowance period;
- you must intend to care for the child during the week in which ShPP is payable;
- you must have an average weekly earnings for the period of eight weeks leading up to and including the 15th week before the child's expected due date are not less than the lower earnings limit in force for national insurance contributions;
- you must remain in continuous employment until the first week of ShPP has begun; and
- you must give proper notification as stated in this policy.
- You must give at least eight weeks written notice of your entitlement to ShPP and where possible this notice should be given as part of your notice of entitlement to take SPL.
- Your notice of entitlement to ShPP must also include:
- the start and end dates of any maternity pay or maternity allowance;
- the total amount of ShPP available, the amount of ShPP you and your partner each intend to claim, and a non-binding idea of when you expect to claim ShPP; and
- your signed declaration that the information you have given is correct, that you meet, or will meet, the criteria for ShPP and that you will immediately inform us should you become ineligible.
- Your partner must also sign a declaration to go with your notice of entitlement to ShPP and this must include:
- their agreement to you claiming ShPP and for us to process any ShPP payments to you;
- (in the case where the partner is the mother) that they have reduced their maternity pay or maternity allowance; and
- (in the case where the partner is the mother) that they will immediately inform you should they become ineligible.
Terms and Conditions During SPL
- During SPL, your contract of employment continues as usual and you are entitled to receive all your contractual benefits, except for salary.
- SPL is in addition to your annual leave entitlement. Annual leave should wherever possible be taken in the year that it is accrued. Your line manager will discuss with you when annual leave is best taken around your SPL.
- Pension contributions will continue to be made during the time you receive ShPP but not during any period of unpaid SPL. Employee contributions will be based on actual pay, while our contributions will be based on the salary that you would have received had you not been taking SPL.
Contact During SPL
- Before your SPL begins, we will discuss means of keeping in touch during your leave. We have the right to make reasonable contact with you during your SPL to discuss matters, which might include; updating you on business developments, possible promotion opportunities, or special arrangements to be made or training to be given on your return to work and how you will return to work.
- You can agree to work for us for up to 20 days during SPL without bringing your SPL to an end or affecting your right to claim ShPP. These are known as "Shared Parental Leave In Touch" or "SPLIT" days. Any work carried out on a day or part of a day counts as a day's work under this policy.
- You are not obliged to carry out any work, and we are not obliged to offer you any work, during your SPL. Any work undertaken must be agreed between us. If you work a SPLIT day you will receive full pay for any day worked, so if you are receiving ShPP at the time, this will be 'topped up' by your usual pay. You do not gain extra SPL by working a SPLIT day.
Returning to Work After SPL
- You will be informed in writing of the end date of your SPL and should return on the working day after that date, to avoid your late return being treated as an unauthorised absence. If you cannot return on the agreed date, you should notify us of this in advance. If you cannot work due to sickness or injury, our sickness policy will apply.
- If you wish to return to work earlier than the expected return date, you may provide a written notice to vary the leave and must give us at least eight weeks notice of your new return date. This will count as one of your notifications. If you have already used your three notifications to book and/or vary leave then we do not have to accept the notice to return early.
- On returning to work after SPL, you are entitled to return to the same job if your total statutory maternity/paternity leave and SPL amounts to 26 weeks or less, you will return to the same job on the same terms and conditions, as if you had not been absent.
- If your maternity/paternity leave and SPL amounts to 26 weeks or more in total, you have the right to return to the same job, or, if this is not reasonably practicable, to a suitable and appropriate job on terms and conditions no less favourable.
- If you also take a period of unpaid parental leave of four weeks or less this will have no effect on your right to return to the same job if the total weeks of maternity/paternity and SPL do not exceed 26 weeks.
- If a parent takes five weeks of unpaid parental leave, even if the total number of weeks taken on maternity/paternity and SPL do not exceed 26 weeks, you will be entitled to return to the same job, or, if this is not reasonably practicable, to another suitable and appropriate job on terms and conditions no less favourable.
- If your situation changes before or during SPL, or you have any questions about anything relating to this policy you should contact .
Data Protection
- processes personal data collected when managing employees' shared parental leave in accordance with its data protection policy.
- In particular, data collected as part of the shared parental leave procedure, and from the point at which an employee informs us that they plan to take shared parental leave, is held securely and accessed by, and disclosed to, individuals only for the purposes of responding to shared parental leave requests and managing shared parental leave.
- Inappropriate access or disclosure of Employee data constitutes a data breach and should be reported in accordance with the Employer's data protection policy immediately. It may also constitute a disciplinary offence, which will be dealt with under the Employer's disciplinary procedure.
Attribution
- This shared parental leave policy was created using a document from Rocket Lawyer (https://www.rocketlawyer.com/gb/en).
About Shared Parental Leave Policies
Learn more about making your Shared Parental Leave Policy
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How to make a Shared Parental Leave Policy
Making your Shared Parental Leave Policy online is simple. Just answer a few questions and Rocket Lawyer will build your document for you. When you have all the information prepared in advance, creating your document is a quick and easy process.
You’ll need the following information:
The employer and the work
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What is the employer’s name?
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What is the name of the person who should be contacted about matters related to shared parental leave?
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Do your employees who may be eligible for maternity leave work in a factory?
Entitlements to shared parental leave
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Can employees take shared parental leave in more than 3 blocks?
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Will the employer offer employees enhanced shared parental pay (ie in addition to statutory shared parental pay)? If so:
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Must employees work for the employer for a specified time period before they’re entitled to enhanced shared parental pay?
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Must employees return to work for the employer for a specified time period after their SPL to receive enhanced shared parental pay?
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What percentage of their regular pay will employees receive during shared parental leave? For how many weeks of SPL will employees receive this enhanced entitlement (eg only the first 10)?
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Common terms in a Shared Parental Leave Policy
Shared Parental Leave Policies set out provisions relating to employees’ statutory right to share a partner’s statutory maternity or adoption leave entitlement. To do this, this Shared Parental Leave Policy template includes the following sections:
Statement of purpose and policy
The Policy starts by identifying the business subject to its provisions. It then sets out the reasons why the business is creating the Policy and acknowledges parents’ need and right to take time off when they are involved in the birth or adoption of a child.
The section explains that the Policy is primarily intended to communicate employees’ statutory rights regarding shared parental leave, except (if included) the term allowing for enhanced shared parental pay. It notes that the Policy itself may be changed by the employer at any time, but the law will prevail if statutory entitlements change.
What SPL is and who qualifies
This section explains the shared parental leave entitlement, its eligibility criteria, and when it may be taken.
Notification and booking of SPL
This section explains how an employee can take SPL. For example, they must notify the employer of their entitlement and must book leave at least 8 weeks in advance. It explains what information is needed from the employee’s partner (ie the other parent) and how requests for SPL will be dealt with (eg how discussions may be held regarding the handling of the employee’s role while they’re away).
Shared Parental Pay (ShPP)
The statutory entitlement to shared parental pay (ShPP) is set out in this section. It explains who is eligible and how employees may request ShPP.
If you’re offering employees an enhanced parental leave pay entitlement, this will also be set out here. Details will be provided, for example, any additional eligibility criteria for the enhanced pay.
Terms and conditions during SPL
This section explains that an employee’s Employment contract continues while they are on SPL, except for the terms on pay. It clarifies that pension contributions will still be made and that annual leave entitlement is separate from SPL.
Contact during SPL
This section sets out provisions for the time that an employee is off work on SPL. Their employer is allowed to contact them regarding certain matters, for example, business developments or training arrangements. Employees may also choose to take shared parental leave in touch (SPLIT) days to keep up to date with some aspects of work.
Returning to work after SPL
This section explains how employees will be notified about their return to work date and how the date of a return to work may be altered. It also explains an employee’s rights when they return. For example, they’re entitled to return to the same job in most circumstances and, if not this, a suitable equivalent.
Data protection
This section sets out the employer’s commitment to complying with data protection law when processing (eg handling) employees’ personal data (eg names and addresses) to assess shared parental leave requests. The employer will, for example, not disclose personal data to other parties.
If you want your Shared Parental Leave Policy to include further or more detailed provisions, you can edit your document. However, if you do this, you may want a lawyer to review the document for you (or to make the changes for you) to make sure that your modified Shared Parental Leave Policy complies with all relevant laws. Use Rocket Lawyer’s Ask a lawyer service for assistance.
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Legal tips for employers
Take a comprehensive approach to leave for parents
UK law grants many different types of leave to parents (and prospective parents). As an employer, upholding workers’ rights in relation to this leave and otherwise supporting workers through their roles as parents is an important part of being an empathetic as well as legally compliant employer. It’s good practice to create policies to cover different types of leave, to ensure that workers are aware of all of their rights as working parents. For example, consider making:
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an Adoption leave policy - to set out workers’ rights and entitlements when adopting a child
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a Maternity policy - to set out workers’ rights and entitlements when giving birth to a child
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a Paternity policy - to set out workers’ rights and entitlements when, for example, their partner is giving birth to a child or they’re adopting
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a Parental leave policy - to explain employees’ rights to 18 weeks of unpaid time off to care for a child before the child’s 18th birthday
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a Time off for dependants policy - to set out workers’ right to take time off to deal with emergencies involving dependants, and procedures related to this right
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a Flexible working policy - to communicate employees’ rights to make formal requests for flexible working arrangements to, for example, facilitate childcare commitments
For more information on different types of family leave, read Family leave and rights.
Understand when to seek advice from a lawyer
In some circumstances, it’s good practice to Ask a lawyer for advice to ensure that you’re complying with the law and that you are well protected from risks. You should consider asking for advice if:
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adoption or surrogacy arrangements are needed
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a parent withdraws their notice to end adoption or maternity leave early (eg if they no longer want to exchange some of this leave for SPL)
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allegations of discrimination are made in connection with SPL
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you want help tailoring your Policy to offer more generous enhanced entitlements to SPL and pay
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Shared Parental Leave Policy FAQs
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What is included in a Shared Parental Leave Policy?
This Shared Parental Leave Policy template covers:
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defining shared parental leave
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eligibility for shared parental leave
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when shared parental leave can be taken
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notification and booking requirements
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statutory shared parental pay and, if applicable, enhanced payments
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rights during shared parental leave
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returning to work after leave
Note that this Policy is not a Parental leave policy (ie used to inform employees about their entitlement to up to 18 weeks of unpaid leave to care for a child before the child’s 18th birthday).
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Why do I need a Shared Parental Leave Policy?
Having a Shared Parental Leave Policy in place isn’t a legal necessity, but it does help employers to comply with their obligations under employment law by helping them uphold employees’ rights to shared parental leave.
Shared Parental Leave Policies ensure that staff are aware of when shared parental leave can be taken and inform staff and managers of their responsibilities during the leave process (from request to return to work). This ensures transparency and consistency when making and responding to notifications regarding shared parental leave. It also helps to give parents and guardians a sense of flexibility at work (eg autonomy to decide how two parents will allocate leave) without their being penalised.
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What is shared parental leave?
Shared parental leave (SPL) can be taken by parents when they want to take time off work to care for their child during its first year of life. SPL is taken by one parent when another parent gives up some of their maternity or adoption leave in exchange. When somebody is eligible for SPL, they have a legal right to take it.
SPL allows eligible parents to choose how to share time off work after their child is born and allows for a more flexible arrangement than the traditional maternity and paternity leave rules. For more information, read Shared parental leave.
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Who is entitled to shared parental leave?
To qualify to take shared parental leave, an employee must:
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share parental responsibility for the relevant child from birth or, if they’re adopting, fostering to adopt, or adopting via a surrogate, from a certain date
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have employee status
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have worked for the same employer for at least 26 weeks by the end of the 15th week before the week the child is due (or certain other date if adopting, fostering to adopt, or adopting via surrogate) and still be working for the employer when they start SPL
The other parent (eg a mother whose partner is taking shared parental leave) must also meet certain eligibility requirements in order for their partner to be able to take SPL. The eligibility requirements differ depending on whether the two parents are sharing the SPL or not and whether they are having a child by giving birth or by adoption.
For more information, read Shared parental leave.
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When can shared parental leave be taken?
Shared parental leave can be taken at any time from the end of the 2-week compulsory maternity leave or adoption leave period (which increases to 4 weeks for factory workers). Or, SPL may be taken earlier if the parent on maternity or adoption leave gives binding (ie unchangeable) notice of when they intend to end their maternity/adoption leave.
SPL can be taken up until 52 weeks from the date of the child’s birth or date of placement with the family.
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How much SPL can be taken?
The amount of SPL that may be taken depends on how much maternity or adoption leave the other parent has already taken. As the first 2 weeks of maternity or adoption leave must be taken by the relevant parent (or 4 weeks if the parent is a mother who is a factory worker who is taking maternity leave), a parent taking shared parental leave can generally take up to 50 (or 48) weeks of SPL.
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When must an employee submit a notification to take SPL?
Notice of an employee’s intention to take SPL must be submitted at least 8 weeks before any period of leave would begin. Notice should be in writing and dated and should clearly set out what leave the employee intends to take.
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How should SPL be taken?
SPL must be taken in blocks of at least one week. It can be taken in a single block or in various separate blocks. SPL can always be split into up to 3 blocks. If an employer agrees, it may be split into more than 3 blocks.
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What are shared parental leave in touch (SPLIT) days?
Shared parental leave in touch days (SPLIT days) are used to enable each parent to work up to 20 days whilst taking SPL. They are useful for, for example, keeping up with workplace training and changes. SPLIT days are optional and must be agreed upon by the employee and employer. For more information, read Shared parental leave.
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What happens if a parent changes their mind about opting-in to SPL?
Once a parent has given notice of their plans to end maternity or adoption leave and either parent has informed their employer of their intention to take SPL, the notice given to end maternity or adoption leave and the notice given to activate SPL are binding and cannot be withdrawn. There are only specific times that plans to take SPL can be withdrawn (eg so that a parent can change their mind about ending maternity or adoption leave), which are:
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when within 8 weeks of the parent giving notice to end their maternity or adoption leave, it’s discovered that neither parent qualifies for SPL or statutory shared parental pay
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when notice was given before birth and the intention to withdraw the plans is expressed within the 6 weeks following the birth, or
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when the partner of the parent taking maternity or adoption leave dies
For more information, read Shared parental leave.
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Is shared parental leave paid?
Employees who are entitled to shared parental leave are generally also entitled to statutory shared parental pay (ShPP). To take ShPP, the parent receiving maternity or adoption pay must not use their entire 39-week statutory maternity pay (SMP), statutory adoption pay (SAP), or Maternity Allowance entitlement.
This means the maximum ShPP that a parent who is the partner of the parent taking maternity or adoption leave can receive is 37 weeks’ ShPP.
ShPP is the lower of 90% of an employee's pay and the minimum rate set by the government each tax year (eg £184.03 a week as of 7 April 2024). An employee will only qualify for ShPP if they qualify for SPL.
For more information, read Shared parental leave.
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Should I offer enhanced ShPP?
Many employers voluntarily offer their employees enhanced (or ‘contractual’) ShPP as a valuable part of their benefits package. Enhanced entitlements like this can help to attract and retain good employees and boost staff morale and loyalty.
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Do I have to offer enhanced shared parental pay if I offer enhanced maternity pay?
Employers do not have to offer enhanced ShPP if they offer enhanced maternity pay. However, if an employer does offer enhanced ShPP this must be offered to employees of all genders who take SPL.
Moreover, offering equally enhanced maternity pay, adoption pay, shared parental pay, and paternity pay is a good way to promote equality as an employer.
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What happens when an employee returns to work?
An employee who takes SPL is entitled to return to the same role they were doing immediately before they took SPL, on the same terms and conditions. Employees must not be subjected to discriminatory or unfair treatment because they took or requested SPL.
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