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HomeMy WebLinkAbout1986-0426.Burrows.88-09-213 ONTARIO EMPLOYES DE LA COURONNE CROWN EMPLOYEES . DE GRIEVANCE COMMISSION DE REGLEMENT BOARD DES GRIEFS 180 DUNDAS STREET WEST, TORONTO, ONTARIO. M5G 7Z8 - SUITE 2100 780, RUE DUNDAS OUEST, TORONTO, (ONTARIO) MSG 7Z8 - BUREAU 2700 TELEPHONE/ (4 16) 598-0688 IN THE MATTER OF AN ARBITRATION Under THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT Before THE GRIEVANCE SETTLEMENT BOARD Between: Before : For the Grievor: OPSEU (John Burrows) Grievor and The Crown in Right of Ontario (Ministry of Transportation and Communications) Employer E.J. Ratushny J. McManus L.R. Turtle Vice Chairperson Member Member For the Employer: J. Mosher Counse 1 Gowling & Henderson and Solicitors M. Smeaton Staff Relations Advisor Human Resources Branch Ministry of Transportation and Communications Hearing : October 9, 1987 January 7, 1988 January 8, 1988 DECISION The Grievor, John Burrows, was unsuccessful in a job competition. He claims that he should have been awarded the position in question on the basis of article 4.3 of the Collective Agreement which provides that where the qualifications and ability of candidates are relatively equal, length of previous continuous service shall be a consideration. The employer concedes that the Grievor has far greater seniority than the successful candidate but takes the position that their qualifications and ability are not relatively equal so that seniority is not a relevant factor. The Grievor also argues that the selection process was unfair. In a competition grievance of this nature, the Board is not restricted to assessing the reasonableness of the employer's decision but must go further: to compare the relative qualifications and ability of job applicants and, if satisfied that the employer erred, to substitute its judgment as to relative equality for that of the employer. (Per Swinton, at p.4 of Remark G.S.B. 149/77). In other words, this Board must determine whether the management decision to award the position to Kevin Fidler rather than to John Burrows was correct. Mr. Fidler was present throughout the proceedings, was entitled to participate and testified as a witness . In assessing equality", this Board adopts the following observation of Vice-Chairman Draper: There is no definitive rule of which we are aware, no specific percentage difference for example, according to which relative equality is to be determined. The view found in a number of arbitral decisions is that if the difference by which one applicant is better qualified than another is less than substantial and demonstrable, they are relatively equally qualified. (at pp. 5-6 of Worsely G.S.B. 347/81). -2- However, it is also important to bear in mind that the relative qualifications and ability of the candidates must be assessed in relation to the position in question as described in the job posting and position specifications. In other words, we interpret article 4.3 as creating a seniority right where two candidates are relatively equally qualified to perform "the required duties'' of the vacant position. It does not contemplate the elimination of that right through a consideration of abilities and qualifications which transcend the requirements of that position. The Grievor has been employed by the Ministry of Transportation and Communications since 1971. He began as a caretaker and, after two years, transferred to a stock room as a ''Clerk 2 - Supply" where he issued parts and kept records of inventory. After almost ten years he returned to manual labour in order to be working closer to his home. This involved highway patching and repair work, grass maintenance and the posting of signs. In 1982, he was promoted to Highway Equipment Operator 1 as a result of the retirement of a senior employee. He continued in that capacity throughout the competition which is the subject of this grievance. In the H.E.O.1 category, the Grievor's work consisted of operating Type A equipment in the summer and acting as "wingman" in the winter. A wingman accompanies the driver of larger snow plough equipment and operates the plough and acts as a safety observer while the driver operates the vehicle. During more than two years prior to the competition, he acted as a "control clerk" or "dispatcher" rather than a wingman. The dispatcher, on instructions from the patroller", arranges for sand and salt to be distributed to various locations. He also maintains a log of what has been allocated and the location of equipment which has been assigned for duty. (The night patroller travels through an area, monitors adverse weather and road conditions, and gives instructions as to the appropriate remedial action, such as the deployment of equipment and personnel.) -3- The Grievor, Mr. Burrows, essentially followed the normal pattern of starting as a manual worker and, with experience and familiarity with. equipment and operations, progressing to a higher level . However, re-classification does not occur automatically with greater qualifications. There must be a need for the classification in question within the particular work group . The successful candidate, Mr. Fidler, began working with the Ministry in 1979 and became a classified employee in 1981. He started as a wingman in the winter and did highway patching in the summer. In 1981, he was hired at the H.E.0.2 level and drove a snow plough in the winter and tractors and other vehicles in the summer. During the four summers prior to the competition, he was an Acting General Foreman #1, with responsibility for monitoring the work of independent highway maintenance contractors. He was also called upon, occasionally, to act as a night patroller. The Job Opportunity Bulletin which was posted describes the position as ''Patrol Operator B'' with a classification of "Highway Equipment Operator 3". The duties are described as follows : To operate and maintain "Type A" equipment in summer and night patrol duties in winter for a total at least 70% of year's working time. Labouring duties as assigned. The essential or "must have" qualifications are listed as: Ability to successfully complete H.E.0.3 tests on safety, road tests, traffic driving aptitude, general maintenance and Ministry's test on operations and running maintenance . Must be in possession of.or ability to obtain a Class D or better driver's license. Must have successfully passed or have ability to pass the Winter Maintenance (Night Patroller) Course. The desirable or "should have'' qualifications are listed as: -4- - Acceptable driving record. - Ability to supervise labourers or other assistants. Mr. Burrows submitted a written application dated April 18, 1986 and subsequently received an oral interview. We will review the specific criteria referred to in the job posting under the following headings: 1. Driver's License and Record; 2. The H.E.0.3 Tests; 3. The Night Patroller Course; 4. Supervision of Assistants. We will then consider the more general duties established by the position specification under: 5. 6. Labour Duties; Night Patrol Duties. There was no challenge to the bona fides of the criteria established for the position. 1. Driver's License and Record The evidence indicated that both the Grievor, Mr. Burrows, and the successful applicant, Mr. Fidler, were in possession of a Class D driver's license. Both had more than acceptable driving records. (Both were also qualified and experienced in operating and maintaining Type A equipment. 2. The H.E.0.3 Tests On his application for employment, Mr. Fidler indicated taht he had successfully completed each of the specific tests indicated in the job posting but at the H.E.0.2 level. Mr. Burrows did not refer to the specific tests but expressed the feeling that, based on his experience, he had the ability to pass the required H.E.0.3 tests. He testified that he thought that -5- he had completed some tests at the H.E.0.2 level but could not be specific. He had assumed that the employer would simply refer to his personnel file to determine which courses he had completed. In our view, there is only a marginal difference between the two candidates in relation to the H.E.0,3 tests. Mr. Fidler was more precise in indicating that he had successfully completed all of the required tests at the level directly below the H.E.O. 3 level. However, the evidence suggested taht the tests were not very difficult and there is no reason to believe that Mr. Burrows would not be able to pass these tests, bearing in mind his experience and other qualifications. Indeed, his ability to pass these tests was conceded by the employer. 3. The Night Patroller Course At the time of the competition, Mr. Fidler had already passed the Night Patroller course. Mr. Burrows had not. The evidence indicated that this was a two-day course consisting of slide presentations, lectures and a written test. The subject matter deals mainly with the effect of different weather conditions upon the operation of different equipment. Once more, the employer conceded that Mr. Burrows had the ability to pass this course. In fact, not long after the competition in question, Mr. Burrows did pass this course. 4. Supervision of Assistants The job posting describes this "should have" qualification as the: "Ability to supervise labourers or other assistants? This appears to be related to the category of duties described as "Labouring duties as assigned", In the absence of further elabolation, we interpret this requirement as being limited in scope to occasional supervision of small numbers of persons. Mr . room in the Burrows testified that while he worked in the stock mid-seventies, he supervised student employees for -6- four summers. He would show them how to take inventory and control stock, assign them duties and monitor their performance. After he returned to manual labour, he would transport employees from the patrol yard to work-sites. For example, he would take a crew of students with grass mowing equipment to an area where grass was to be cut. As a manual occasionally might be assigned a helper. would have the responsibility to ensure properly so that a supervisory aspect was position specification for Mr. Burrows labourer, Mr. Burrows In these situations, he that the job was done involved . The current state that he "May be required to act as sub-foreman in the absence of the Patrolman". However, he had never been assigned this responsibility since there were always people with greater experience and seniority available to assume this role. Mr. Burrows testified that he had the ability to supervise. He felt that the ability to get along with people and common sense were necessary to proper supervision and that he possessed these qualities. He displayed some sensitivity to the supervisory role in suggesting that it did not simply involve "telling" people to do things but also "asking" them and "helping" them to carry out their assignments. Mr. Fidler has had considerably more supervisory experience and responsibility than Mr. Burrows. These are discussed in greater detail under the next heading. However, with respect to the ability "to supervise labourers or other assistants" we do not see a significant difference in their qualifications or ability. As indicated earlier, this criteria appears to be incidentally related to the labouring duties of the position in question. Mr. Burrows is currently in a position where he might be required to act as a sub-foreman, even though he has not actually done so. We agree with his testimony that he has the common sense, ability to get along with people and experience to fulfil this limited requirement. -7- 5. Labour Duties It is apparent that both Mr. Burrows and Mr. Fidler have satisfied all of the "must have" and "should have" criteria listed in the job posting. The next step is to examine the position specification. It has been pointed out that the position which Mr. Burrows currently holds, which is classified at the H.E.O.l level, includes as "auxiliary duties" the possible requirement of acting "as sub-foreman in the absence of the Patroller". The next two positions at the H.E.0.2 and H.E.0.3 levels add to that the possible requirement ''to supervise and direct a group of labourers as assigned". This suggests a higher degree of supervisory responsibility than acting as sub-foreman and perhaps a higher degree than that suggested by the job posting. If it does involve the supervision of large numbers of persons in more demanding assignments, Mr. Fidler s qualifications would provide a significant advantage in his favour. However, no evidence was presented as to what this extra degree of supervision might entail and we have not taken it into account 6. Night Patrol Duties Although the duties of night patroller constitute only 35% of the duties of the position in question, they are by far the most demanding in terms of responsibility and skills. The responsibilities of a "Night Patroller" are described in the position specification for a Patrol Operator B - Highway Equipment Operator 3 as follows: patrols specified patrol area frequently visually inspects road conditions. Using mobile radio orders out snow plough or sanding crews as required. Prepares reports of shift operations. -8- Further evidence about the nature of this position was provided by George Allan, who is the Area Patrol Supervisor for the district in which vacancy in question arose. Mr. Allan was employed by the Ministry in 1966 and progressively worked his way through the H.E.O.1, H.E.0.2 and H.E.0.3 levels to Patrol Supervisor and, finally, Area Patrol Supervisor. He described the night patroller's basic responsibility as keeping the highways as safe as possible during adverse weather conditions. He considered the most important qualification to be the ability to assess weather conditions based upon past experience. There is no simple calculation which can be made as to what materials should be placed on a road in a particular situation. There are guidelines but each storm has its own distinct characteristics and other factors such as traffic volume must be taken into account. Time is also a factor since the job must be done as quickly as possible. In general, the night patroller has overall direct supervisory responsibility for the deployment of personnel, equipment and materials in response to unsafe weather or other driving conditions. He must remain under pressure since the consequences of unsafe driving conditions can be severe. Thus the position requires general supervisory responsibility and skills which go beyond the supervision of "labourers or other assistants" . In this respect, Mr. Fidler s experience is clearly superior to that of Mr. Burrows. During the four summers prior to the competition Mr. Fidler served as "Acting General Foreman or "Head Inspector" in relation to hot mix road patching contracts. This is an onerous responsibility involving' the direct supervision of contract work which is being performed on the highways. In this role, Mr. Fidler had to ensure that the fulfilled the specific requirements of the contract according to certain standards of quality. He supervised the contractors' equipment operators and labourers as well as his own assistants. -9- In addition, safety factors would have to be considered. For example, if work operations were about to commence and it started to rain slightly, he would have to decide whether the weather and traffic conditions permitted the work to continue or whether the equipment should be removed in order to avoid a potential ten-car collision. There is nothing in the work experience of Mr. Burrows which matches this degree of supervisory and decision-making responsibility. Mr. Fidler was also at an advantage in terms of experience because of his classification as an H.E.0.2 while Mr. Burrows was at the H.E.O.l level. The position specifications related to an H.E.0.2 expressly include night patroller duties but these are not within the specifications of an H.E.O.l. In practice, an H.E.0.2 will only be assigned this responsibility for a short period of time or when there is a vacancy on a shift. Mr. Fidler had, in fact, acted as a night patroller on a few occasions while Mr. Burrows had never done so. Mr. Fidler had also worked as a snow plough operator, which he was entitled to do as an H.E.0.2. Mr. Burrows could not do so since a snow plough is classified as Type B equipment which is beyond the ambit of the H.E.O.1 classification. Moreover, at the time, Mr. Burrows did not have a license to operate this type of equipment although the evidence suggested that he would be capable of obtaining such a license. Mr. Burrows' absence of experience in relation to the actual operation of a snow plough was mitigated by his experience in driving a truck of the same nature as the one to which ploughs are attached for snow-ploughing purposes. He also had observed highway operations from his position as a wingman and gained some familiarity with the night patroller's role as the dispatcher who receives instructions and relays them to the operators who are to carry them out. Mr. Fidler has also acted as a wingman and as a dispatcher earlier in his career. .- - lo Mr. Fidler's experience as a night patroller and snow plough operator was not available to Mr. Burrows because he is at the H.E.O.l level rather than at the H.E.0.2 level. Is it unfair to take this experience into account? In our view, this differential experience is appropriate for consideration, particularly where it flows from a logical progression through levels of classification. There is nothing to preclude Mr. Burrows moving directly from the H.E.O.1 to the H.E.0.3 level but that should not prevent the employer from weighing the experience of another candidate which was gained at the H.E.0.2 level. This actual experience is another factor rendering Mr. Fidler more qualified than Mr. Burrows to carry out the duties of night patroller . 7. The Selection Process It was argued on behalf of the Grievor that the selection process was unfair for the following reasons: Too great a reliance was placed upon the interview The panel members did not individually rate the answers Supervisory ability was not adequately assessed. Each will be addressed in turn. results of the applicants; The Interview Results We agree with the Grievor's submission that interview results should not form the sole basis for assessing the qualifications of applicants. The personnel files should be reviewed and considered and supervisors should be consulted. However, in this case, the files of both Mr. Burrows and Mr. Fidler were reviewed by each member of the selection panel and subsequently discussed by all three. One of the panelists consulted the supervisors, took notes of these discussions and reported orally to the other panelists. It was also suggested that inadequate weight was given to these sources. The decision was reached on the basis of 90% - 11 - being allocated to the interview results and only 10% to the files and supervisors' reports. The latter were assessed as "Good" for both Mr. Burrows and Mr. Fidler as well as for a third applicant who rated far lower on the interview results. In the absence of unusual circumstances, the personnel files and comments of supervisors reports are not likely to be a fertile source for assessing the relative merits of applicants. Rather, they tend to provide a threshold indication of suitability. That is illustrated by the identical rating of all three applicants in this respect with a wide variation in their interview results ranging from scores of 660 to 884 to 1048. In these circumstances, it has not been established that the weight given to the personnel files and comments of supervisors was unfair. With respect to the interview, Mr. Burrows received a weighted score of 884 while Mr. Fidler received a score of 1048. However, Mr. Burrows had received a score of zero for the second of the nine questions in the first part. He testified that he was nervous and was capable of providing an answer later but did not attempt to do so. If this question and score were eliminated completely, Mr. Burrows would continue to have a weighted score of 884. If Mr. Fidler's weakest answer and score were also eliminated, his weighted score would be reduced to 998. In our view, this still indicates a substantial difference between the applicants. The Rating of Answers The Grievor took the position that each of the panel members did not record an individual score for each of the questions. It was argued that this defeated the very purpose of having more than one on the panel. However, the evidence of one of the panelists was that each panelist did form an independent rating in relation to each question. During the meeting following the interview, each panelist, in turn, would express his rating for a particular question. Discussion would follow and a consensus would be reached as to what score should be assigned for that question and answer. In these - 12 - circumstances, we are not satisfied that the method of rating answers was unfair. Assessment of Supervisory Ability It was argued on behalf of the Grievor that, in view of the emphasis placed upon the importance of supervisory ability by the employer , the interview questions were inadequate €or this purpose. It was suggested that, of the twelve questions, only the three which dealt with interpersonal skills could be said to be related to supervisory ability. It was pointed out that Mr. Burrows received scores of 8, 10 and 10 on these questions while Mr. Fidler received scores of 8, 8 and 10. We consider this difference to be marginal. Moreover, this approach treats supervisory responsibility in the narrower sense of direct supervision over individual persons. It does not take into account the general supervisory responsibility of a night patroller to deal with general operations or particular emergencies. Two of the first nine questions provide opportunities to demonstrate an understanding of these responsibilities. One involves the appropriate response to a two-vehicle accident which is blocking one lane of a highway. The other involves a description of the responsibilities of a night patroller . On these two questions , Mr. Fidler received scores of 10 and 10 while Mr. Burrows received scores of 6 and 8. While the other questions were more technical in nature they appear to be directly related to the duties of the position in question. Conclusion The Board is satisfied that the selection procedure in this case was generally fair and free from bias and discrimination. The interview questions permitted a proper comparison of the qualifications and abilities of each of the candidates. The heavy reliance on the interview questions actually operated in favour of the Grievor since it did not include a consideration of Mr. Fidler's general supervisory - 13 - experience. Nor did it include consideration of his actual experience as a night patroller or as a snow plough operator. These are also relevant considerations which indicate that Mr. Fidler was better qualified than Mr. Burrows for the position in question. In conclusion, the Grievor has not satisfied the Board that his qualifications and ability are relatively equal to those of the successful applicant and the grievance is dismissed. DATED at Ottawa this 21st day of September, 1988. Ed Ratushny, Vice- Chairperson John McManus. Member L.R. Turtle, Member