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HomeMy WebLinkAbout1987-1291.Neckles.95-10-03ONTAR/ EMPLOY~SOEL4 COURONNE CROWN EMPLOYEES DE “ONTARIO GRIEVANCE COMMISSION DE SETTLEMENT RkGLEMENT BOARD DES GRIEFS IN THE MATTER OF AN ARBITRATION Under THE C'ROWN EMPLOYEES COLLECTIVE BARGAINING ACT BETWEEN Before THE GRIEVANCE SETTLEMENT BOARD OPSEU (Neckles) - and - Grievor The Crown in Right of Ontario (Ministry of Community & Sbcial Services) Employer BEFORE J. Emrich Vice-Chairperson J. Solberg Member H. Roberts Member R. Wells Counsel Gowling, Strathy h Henderson Barristers & SoliCitOrS FOR THE EMPLOYER S. Mason Counsel Legal Services Branch Ministry'of Community & Social SeTViCe. HEARING October 5, 1994 \ / MTRODUCTION The grievor was ordered to be reinstated to work as a Correctional Officer subject to a four month suspemion pursuant to the de&ion of this panel dated January 14, 1994. The grievor was reinstated effective February 28, 1994. On July 29, 1994, a lump sum payment was made by the Employer on account of retroactive compensation owing from the date of tumination on June 8,1987. The parties asked the panel to reconvene to hear evidence and argument concerning issues arising from the implementation of the Board’s order, which they were unable to resolve. While the parties were able to agree upon a formula for the calculation of interest and upon the rate of interest at 1096, they were at odds concerning the calculation of the gross loss and on the issue of mitigation. DECISION The parties are agreed as to the general principles to be applied in the assessment and calculation of compensation owing to the grievor as a result of his dismissal on June 8,1987, subject to a four month suspension ending October 7, 1988. They differ concerning how the principles apply to the facts. Thus, it is common ground between the parties that the purpose of damages is compensatory rather than punitive, having as its goal the restoration of the grievor to the position he would have been in, had his employment not been terminated. As pointed out in Brown & Beatty, Canadian Labour Arbitration (3rd) at s.2:1410 at pp.2-20, the general principle is qualified by three factors: 1 I Arbitrators have recognized that the general principle is subject to three basic quahfying factors. In the first place, the loss claimed must not be too remote, that is, it must be “reasonably foreseeable”. Secondly, the aggrieved party must act reasonably to mitigate his loss. Finally, the loss or damages must be certain and not speculative. The hearing in this matter commenced in October 1987 and continued through 1988; the original decision of the panel upholding the grievor’s discharge was issued September 6, 1989. An application for judicial review was Bled by the Union on March 7, 1990 and the decision of the Divisional Court was issued November 7, 1990 setting aside the award and remitting the matter back to the Board to fix a disciplinary penalty in light of the Court’s reasons. An appeal was taken by the Employer to the Ontario Court of Appeal which heard the case on June 15,1992 and issued its judgment on October 27, 1992. The majority of the Court dismissed the appeal, subject to a variation of the original order, and remitted the matter back to the Grievance Settlement Board to dedde the issue of just cause in light of the Court’s reasons. The matter came back before the same panel for hearing on April 2, 1993 and the award was issued January 14, 1994. Some months later, the parties requested a hearing be set to resolve issues arising from compensation owing to the grievor. While the proceedings certainly have been protracted, there is no evidence nor argument made that there was delay or abuse of process by the Union or by the grievor of a sort which would disallow or reduce the compensation otherwise payable. It was open to the parties throughout this process to take steps to settle the matter and thereby reduce or contain the liability accruing from ,the arbitration process and subsequent litigation. This is not a case in which there was a mutual agreement between the Union and the Employer to 2 , defer the grievance and arbitration process pending resolution of tandem corollary proceedings as was the case in Re Chromolox Inc. and CAW. (199 1) 17 LAC. (4th) 3 18 (H.D. Brown). In any event, Arbitrator Brown rejected the Companys argument that the mutually agreed deferral should be to the prejudice of the grievofs claii for compensation. For the foregoing reasons, we conclude that the damages claimed by the grievor are not too remote because the process has been so protracted. Furthermore, the losses of the grievor are cettain and not speculative, since the quantum of compensation owing can be calculated based on the amount the grievor would have earned had he been returned to work following his suspension in October. Any periods that the grievor would not have worked, for instance due to medical reasons or plant lay-offs, would be taken into account so as to reduce the quantum of compensation. For instance, in Re Thermal Ceramics and U.S.WA (1993) 34 LAC. (4th) 23 (Gray), the arbitrator disallowed as unproven a &ii for lost wages over an eight month period during which the grievor was found not to be fit for a return to work. The usual method for the calculation of back pay following an unjust discharge or suspension is set forth in Brown & Beatty, Canadian Labour Arbitration (3rd) at s.2: 142 1 and 2~1422: 2:1421 Unjust disdqc or suspcmin~ In calculating the back pay to which an employee who has been dismissed or suspended is entitled, most arbitrators have followed the general principles. In both circumstances, the first calculation is to determine what the grievor would have earned if he had worked his normal hours for the period in question. If a shift premium would have been paid, it should be included. However, if it is intended that these calculations will reflect the circumstances which actually prevailed, and where, for example, there had been a lay-off of employees during this period, then 3 apartfrom any benefits that might accrue in such circumstances, the grievor would not be entitled to include the period of the lay-off in the calculation. Likewise, where the grievor was incapacitated and could not have worked for some or all of the period, that time would not be included in the assessment. Unless there are reasons to believe that overtime would not have been worked or where the agreement provides otherwise it has been generally held that lost overtime opportunities, lost profit sharing, and lost incentive bonuses ought to be included in the calculation. However, an amount for welfare premiums not required to be paid by the employer during the period that the employee was not working would not be included in assessing earnings unless the amount represented payments made by the grievor individually which he otherwise would not have had to make. Of course, in addition to the payment of damages, the employer would be required to make any necessary pension fund payments. On the other hand, the value of a fringe benefit of a lower plane fare j would not be included in the award unless the plane trips were required. Once this calculation has been made, the following deductions and allowances may have to be taken into account. Since the gross calculation contemplates employment throughout the period in question, vacation pay and any other payments received ought to be either repaid or set off against the gross calculation set out above, unless the period the employee was off work was treated as a vacation. Conversely, where reinstatement is not part of the remedy sought or warranted, it would appear that an amount for vacation pay ought to be added to the gross amount. As well as vacation pay received, any expenses saved, all moneys actually earned during the period the employee was off work, and any amount lost due to a failure to mitigate ought to be deducted from the gross amount. Any expenses incurred in the course of mitigating would then be added back. One arbitration board has held, however, that where a wrongly-dismissed employee was bordered reinstated but refused this remedy, compensation for lost benefits was not warranted since the loss flowed from the refusal of employment itself. Finally, at least one arbitrator has been required to calculate damages owing where the employer refused to reinstate the employee following the arbitration decision. 2:1422 Lost incentive and overtiixe pay. It is not uncommon, in calculating the damages to which an employee is entitled as a result of a breach of the agreement, to have to construct a hypothetical set of circumstances. This is particularly so in calculating damages for a lost overtime or incentive opportunity. The approach adopted by most arbitrators is to attempt to ascertain what actual opportunities existed during the period in question. And, in that regard, arbitrators generally will not presume that an employee would have refused an overtime assignment unless there is some basis, such as a long ‘history of refusals, for concluding otherwise. Accordingly, if the employee asserts that he would have accepted the overtime opportunity, that generally 4 will suffice unless evidence to the contrary is adduced by the employer. A similar approach is used for calculating lost incentive opportunities. There, an estimate is based on what the individual would likely have earned as shown by his actual experience at some relevant point of time. Where it is not possible to reconstruct the individual grievor’s likely situation, the alternative of making an estimate based on average hours actually worked by employees in the same classifications has been suggested. Such calculations may involve a good deal of uncenainty, however, and in one such circumstance, to resolve the matter the arbitrator simply divided the grievor’s claim in half. In Re B.C. Rail and United Transuortation Union (1985) 22 LAC. (3d) 417 (Munroe) the arbitrator adopted the approach articulated in Red Deer College v. Michaels et (1975) 57 D.L.R. (3d) 386, [1976] 2 S.C.R. 324, [1975] 5 W.W.R. 575. At p.419, Arbitrator Munroe explains the nature of the onus on the grievor to prove the amount of his losses, as well as the burden of proof upon the defendant employer to prove that those losses could have been mitigated: The Rzd Deer decision in the Supreme Court of Canada stands out as the clearest statement to date on the location of the burden of proof on questions of mitigation in employment cases. From that decision, I extract the following principles. First, as a general proposition, it is for the employee who was improperly dismissed to prove. on a preponderance of probabilities, the amount of his losses. To that extent, a claim for compensation as the result of an unjust . . dmmssal is indistinguishable from an action for damages for any other breach of contract. Accordingly, one would expect the grieving employee to show the position he would have occupied were it not for the dismissal; the rate of pay attached to that position at the material times; the hours, days, weeks or months of employment that likely would have been available to him; the fact that he was ready and willing to perform the available work; the places where he obtained or attempted to obtain alternative gainful employment; and the amount by which his earnings in the employment from which he was dismissed would have exceeded the amounts earned elsewhere. Ho-r, a burden does not rest with the grieving employee, at least not initially, to rebut what I would characterize as “special defences” to the amount thus established as the prirnnfaric entitlement. And, as the result of the Red 5 i \ 2 Deer decision, included in the catalogue of “special defences” must be an assertion by the employer that the employee could reasonably have avoided some or all of the loss. Such an assertion carries with it the burden of proof with respect thereto. To satisfy that burden, the employer, in addition to relying on a claimed insufficiency of attempts at mitigation by the employee, should be prepared to show that a more industrious effort could well have resulted in the procurement of alternative employment - i.e., a lesser loss. Where such a showing ir made (whether by examination, cross- examination or reasonable inference), an evidentiary burden may shift to the employee to demonstrate that even a more reasonable effort on his part would have come to nothing. But the potential shifting back and forth of the evidentiary onus is the same-here as with respect to any other issue of fact, and does not alter the location of the over-all burden of establishing that the loss really could have been reduced. He who asserts must prove. We adopt the foregoing principles and turn to review the evidence adduced. The grievor was discharged on June 8,1987; his grievance was filed the same day. The arbitration hearing commenced in October 1987 and continued to the end of June 1988. Mr. Neckles was hired by Nestles on June 12, 1988 but was placed onindefinite lay-off on December 17, 1988. The Employer’s witness, Ms. Deborah Lightfoot, Industrial Relations Administrator for Nestles, indicated that the Company contacted the grievor on January 4, 1989 for recall, but the grievor indicated he was not available. The note made at the time of this contact indicated that the grievor said he was going to Grenada. In his evidence, the grievor denied that he had gone to Grenada at that time. Around Easter 1990 the grievor attended his father’s funeral in Grenada when he was working at Canada Post. On November 25, 1988 the grievor was attacked by a fellow employee at work and severeiy injured. He was suspended from November 25 to December 5,. 1988 because of this incident and was subsequently laid off as part of a general plant lay-off prompted by a seasonal business cycle. 6 In her letter dated July 19, 1994, Ms. Lightfoot indicated that the Company attempted to contact the grievor again on June 29, 1989, but received no response to the recall and his employment status was terminated. The grievor testified that he suffered emotional trauma, in addition to physical injuries as a result of the assault on November 25.1988. He did not seek any psychological counselling, although he might have sought that assistance through his application to the Criminal Injuries Compensation Board which awarded him $3,300 for pain and suffering on December 12, 1990. The grievor testified that for the duration of the arbitration hearing, he suffered from insomnia, constant headaches, and an inability to concentrate as a result of the emotional trauma. He indicated that he did not take any medication for his symptoms and there is no indication in his evidence that he sought counselling to assist him to cope with his circumstances, even after he was attacked at Nestles in November 1988. He testified that from October 1987 to June 1988 he regularIy reported to the Manpower Centre at St. Clair and Duffetin which was closest to his residence, as well as to Manpower Centres at Yongc and Eglinton and on Front Street to look at the job advertisements posted on the noticeboards. There are no job applications tiled in evidence for this period. No other evidence was tendered to show that the grievor actually applied for or was interviewed concerning jobs until he was hired at Nest&s after taking a test. The grievor indicated that neither of his co-workers at 3 11 Jatvis whom he had listed as references on his resumC were contacted by prospective employers during this time frame. We find that there is insufficient evidence to show that the grievor made reasonable efforts to seek alternate work up to the jxint in time that he was accepted for work at Nestles. The nature of the allegations against the grievor, which induded 7 \ allegations of sexual misconduct with young offenders, were no doubt a significant deterrent to prospective employers who could offer work comparable to that which the grievor had held at the. time of his dismissal. Indeed, that prejudicial ,effea was acknowledged in cross- examination by the Employer’s witness, John Crawford, Cooperative Education and Employment Resources Administrator at Centennial College. Thus, while the grievor would have been unlikely to have found employment comparable to his position as a CO, at 3 11 Jarvis, he was not unemployable, as his hire at ’ Nestles and subsequently at Canada Post in late 1989 attest. By his own evidence, the emotional trauma he was suffering as a result of~his dismissal, together with the additional trauma suffered from the attack at Nestles, induced him not to seek a recall to Nestles. We find that the grievor made insufficient effort to find alternate work from June 1987 to June 1988 and thereafter from January 1989 to October 1989. A reasonable person in the position of the grievor would have sought counselling to enhance his coping skiIls. There is insufficient evidence that the grievor applied for alternate work in this time period, other than register and meet the reporting requirements set by the Canada Employment Centres for drawing Unemployment Insurance benefits. Indeed, the office memos fiIed in evidence from the Canada Employment Centres at 3221 Yonge Street and in Scarborough indicate that he was registered with them since October 1989. The Labour Force and Employment Statistics for Ontario filed as Exhibit #6 indicate that the unemployment rate was fairly low for the years 1987, 1988, and 1989. It was not until 1990 that the unemployment rate began to rise as the recession commenced and continued through 199 1, 1992, and 1993. The job applications riled in evidence at Tab 5 of the Union brief date from March 1990 and later. In his 8 evidence, he indicated that while he was not cut off from drawing U.I.C. benefits for not actively seeking employment, he also indicated in &ef that he had to submit a job search list to the Canada Employment Centre periodically, but only in the beginning. In cross- examination, he was asked why the only job search documents indicating employer responses to his applications date around March and April of 1990 and March 1993. He responded that he did not know, but he was not in the habit of keeping copies of his job search applications and the responses. He indicated that he never received any response to many of his applications and explained that it was chance that these documents had been kept. A reasonable person in the position of the grievor would have maintained a continuous record of his job search records and the Union should have put the grievor on notice that such a practice is advisable in the circumstances. The emotional turmoil into which the grievor was thrown in consequence of his dismissal and the serious nature of the allegations which formed the basis of the discharge constituted a significant impediment to the grievor’s effort to obtain work and subsequently to accept work at Nestles upon recall. Although some period of dislocation immediately following the discharge is to be expected, it would have been reasonable for a person in the grievor’s circumstances to obtain some counselling to help him cope with his circumstances. Even in 1993 the grievor indicated that he could not continue in a course at the University of Toronto in which he had registered because he was unable to concenuate on the course material because of his emotional state. No medical evidence was available because the grievor refused to seek medical assistance or counselling from other helping professions to help him deal constnxtively with his predicament. 9 From December 1988 until November 1989 the grievor remained unemployed. His only source of income reported on his 1989 tax return isunemployment insurance benefits of $7,341. On November 6, 1989 he was hired by Canada Post as a casual employee for a three month term. Mr, Neckles indicated that he expected to be assigned work over the busy holiday season: When questioned repeatedly by the panel concerning whether he was expected to call in to Canada Post to obtain work assignments, he acknowledged that casual employees were expected to call in. He obtained no work over the holiday season. He was unable to recollect whether he had called in prior to the end of the holiday season. He recalled that he did contact Canada Post after the holiday season and began to receive some work as a casual employee in February and March of 1990 up to May 1992. During this period, his income continued to be supplemented by unemployment &tsurance benefits, as his assignments Were sporadic because of his status as a casual employee. In May 1992, he explained that he tried to switch his status to a regular employee, but through some miscommunication, his employment was terminated after he had agreed to management’s request as to whether he would accept midnight shifts. He explained that Canada Post was cutting back on its workforce at this time. When Mr. Neckles contacted Canada Post he was told he would have to reapply. He never obtained any further work at Canada Post. He remained unemployed for the balance of 1992 and 1993, although he registered at the Canada Employment Centre in Scarborough near where he had moved. He testified that he recalled seeking work through newspaper clippings, making enquiries at factories in Rexdale, at a juice factory near Steeles and Keele Avenue, applying to five social services agencies, and making enquiries of friends in government and other friends. He was unable to be more 10 specific ar.d indicated that he did not realize he should have kept a record of his job search efforts. Although he possesses a Bachelor of Arts degree from York University and was qualified to teach in Grenada, the grievor acknowledged in cross-zunination that he did not consider applying to obtain his teaching certificate to be eligible to teach in Ontario. On the whole of the evidence we conclude that for the period from June 1987 to June 1988 a reasonable person in the position of the grievor would have sought some counscUing to help him cope with his circumstan ces. We find that the emotional turmoil from which the grievor was suffering seems to have impeded his job search efforts and affected his ability to return to Nestles when a recall was offered in June 1989. We find that in the time period of 1987,198&l and 1989, had the grievor conducted a more efficacious job search, he would have been able to get more work than he in fact obtained. The job market was good throughout that period. Circumstances in the market began to change in 1990, but fortunately the grievor was able to obtain some work through Canada Post until May 1992. By May 1992, the Ontario job market had dried up as the economy was in the grip of a deep recession. We find that even if the grievois job search efforts were less than reasonable from 1992 through 1993 the reduced availability of work was such that it CaMOt be concluded that a more industrious effort would have procured alternate work. The prcjudidal nature of the allegations against the grievor, would continue to disadvantage him with respect to comparable work in social services and the depressed job market hampered the prospects of finding alternate work The grievor alleged that his difficulty in obtaining work was attributable to racism. Certainly the Ontario government has recognized in its legislative initiatives concerning employment equity that racism is a factor operating to reduce the, 11 ? economic prospects of visible minorities, and we would agree that this factor could have operated to reduce the grievor’s chances of finding alternative work, but the effect of this factor was probably more significant in the tight job market of the 1992-93 time Period. At least he was able to obtain some employment in the earlier time frame when the job market was more favourable. We do not conclude that this factor, on its own, eclipses the effect of a lack-lustre effort to find alternate work. In short, we conclude that the Employer has met the burden of proof upon it to show that the grievor’s efforts to find alternate work were not reasonable and that if reasonable effort had been made, more alternate work would have been obtained by the grievor from November 1987 to June 1988 and from Januuy 1989 to February 1990 when he began work at Canada Post. From 1990 on to May 1992 the grievor mitigated his losses through his work at Canada Post. From May 1992 forward, the unfavourable job market was such that the Employer was unable to persuade us that in alI the circumstances, even if the grievor had demonstrated greater effort, he would have obtained more work. CALCULATION OF GROSS LOSS Evidence of the grievor’s income for the years 1987 to 1993 was placed in evidence through his income tax Slings reproduced at Tabs 3 and 4 of the Union brief. The grievor was reinstated on February 28, 1994 and a lump sum payment on account of retroactivity was paid by the Employer on July 29, 1994. In any event, we remain seised as to the calculation of the gross loss if the parties continue to have difliculty resolving the fmal computation, even with the guidance provided by this award. 12 As was apparent from the passage from Brown & Beatty, overtime, statutory holiday cay, and shift premiums which would have been earned by the grievor had he remained at work after his suspension, are usually included in the calculation of the gross loss. The Employer proposes ‘that the calculation be based on the averages earned by classified staff over the years in question from 1987 to 1994. Counsel for the grievor proposes that the average earned by the grievor in the 3 year period immediately prior to his dismissal in June 1987 be used as a simpler and more accurate measure of what the grievor would have earned. We conclude that the latter method seems preferable because of its simplicity and correlation to the grievoh pattern of earning overtime, shift premiums, and working on statutory holidays. The foregoing is subject to any deductions which should be made in accordance with the direction provided in Brown & Bcatty, Canadian Labour Arbitration, 3rd ed., s.2: 142 1 and 2: 1422 reproduced above. Counsel for the Employer indicated at the hearing that he agreed with the basic precept that shift premiums, overtime, and statutory holiday pay should be included in the gross calculation, but really did not address this issue further in final argument. Calculation of the gross loss should proceed from June 1987 to December 1987 and thereafter from January 1990 in light of our conclusions as to the grievers failure to mitigate his losses during the years 1987, 1988, and 1989. We remain seised of jurisdiction to determine any issues arising from the implementation of the award which the parties are unable to resolve. 13 Dated at Kingston, Ontario, on this 3 r d day of 0-c t o be L- , 19%. Jane E. Emrib Vice-Chairperson “I dissent” - dissent appended Janet Solberg Member ‘I dissent” - dissent appended Harry Roberts Member 14 Janet Solberg US Consultants 6 Hontclair Ave. Toronto, Ont M4V 1Wl 488-1883(b) 485-4154(f) DISSENT OPSEU (Neckles) and The Crown in Right of Ontario (MCSS) GSB File 1291/87 I might have quibbled about some of the comments made by the Chairperson in this decision. But that is not the reason for this dissent. This dissent focusses solely on the Chairperson's failure to award retroactive compensation from December 1987 to June 1988. Mr. Neckles was dismissed from his job in June 1987. From October 1987 to June 1988, Mr. Reckles uas involved in arbitration and present on all hearing days. During that whole time, Mr. Neckles claims he was distraught and traumatired. Given the circumstance of his dismissal and the charges levied against him, I think his reaction is entirely understandable. As the Board knows, this case was not about a one-day suspension nor a grievance about holiday pay. This case was as serious and difficult as any I have ever been part of. With respect, I think it is entirely unreasonable to have expected Mr. Neckles to seek, find and retain a job during the period of the arbitration. The Chairperson's failure to compensate him for those seven months is an added penalty I don't think he deserves. c Re: GSB 1291/87 OPSEU (Neckles) and the Ministry of Community & Social Services Partial Dissent As will be evident from my comments on earlier drafts of 9 April 1993, 8 Decembe~r 1993 and my dissent to the award on 7 January 1994 on this case, I have never subscribed to the belief that the grievor was guilty of only one incident under the Standards of Conduct and Disciplinary Guidelines of the York Detention Home and hence was liablta for only the. minimum penalty for such an infraction. I still hold to this view. I agree with the comments made throughout the award relative to' the grievor's failure to make reasonable efforts to find alternative work. On 29 July 1994, he received a lump sum payment on account of retroactivity following his reinstatement on 28 February, 1994. This settlement, in my view, is more than adequate in. resolving his claim, under all the circumstances previously set out, and I could not propose or recommend any further additional payment beyond that point. This is the substance of my dissent. H. ,Roberts, Member i