HomeMy WebLinkAbout1988-0173.Atkinson et al.89-09-27 ONTARIO EMPLOY~-S DE LA COURONNE
CROWN EMPLOYEES DE L'ONTARtO
GRIEVANCE C,OMMISSION DE
SETTLEMENT REGLEMENT
BOARD DES GRIEFS
180 DUNDAS STREET WEST, TORONTO, ONTARIO, MSG 1ZS-SUITE 2~00 TEL£PHONE/T£L~PHONE
180, RUE DUNDAS OUEST, TORONTO, (ONTARIO) MSG 1Z8 - BUREAU 2100 (416) 598-0688
173/88
IN THE MATTER OF AN ARBITRATION
Under
THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT
Before
THE GRIEVANCE SETTLEMENT
Between:"
OPSEU (Atkinson et al)
Grievor
- and -
The Crown in Right of Ontario
(Ministry of the Attorney General)
Employer
Before=
J.E. Emrich Vice-Chairperson
I. Thomson Member
F. Collict Member
For the Grievor: P. Lukasiewicz
Counsel
Gowling, Strathy & Henderson
Barristers & Solicitors
Pot the Employer: J. Mideo
Manager
Human Resources Management
Ministry of the Attorney General
Hearing: June 26, 1989
DECISION
Before the Board are the individual grievances of nineteen District
Court Reporters who work for the ~mployer in Toronto. It is claimed that
through the introduction of computer technology the grievors' job functions
have changed to such an extent that they are no longer properly classified
as Court Reporter 2. By way of relief, they ask that a new classification
be created or that a higher rate of pay than their classification rate be
awarded, on a quan.tum meruit basis.
A novel feature of the Court Reporter class series is that the
reporters supply and maintain their own equipment. ~l~e series is divided
into ~hree levels and is described in the preamble to the class standards in
the following manner:
m~en~ra~ ~chine pr~ucinq sumtain~ a~ ack,ate ~qh-8~ r~ordi~qm
of such pr~e~inqs ~der co~r~ co~i~ions. ~ inc~ In ~e series
are t~se ~si~lons where ~pl~ees record pr~e~i~s usl~ electronic
~ni~orl~ ~uipont. bployee~ in these ~ai~ions ~ecord in co.ts such as
Dio~f~c~uEt, P~ovincial ~t (C~l ~ F~Iy Divisions), $upr~
S~ll Cla~n ~uft ~d ~ami-ju~cia~ ~iem such a~ ~e Ontario Securities
aem~ibllitiem ~ypically i~l~e ~e ~oll~inq tasks:
- recordinq vef~ all pz~i~m ~cl~in9 ~tstl~ of
~n co~; readin~laying ~ck ~r~e~ingm am
- enm~ing ~he f~l&ng of ~aps,.~o~ ~em, ~ 1~
~e~lCel.
~e variety a~ c~plext~M o~ the skills ~e~ci~
. ~e acco~tabiliW o~ ~ ~si~ ~o~, the kind o~ actions
t~en and the lm~ct (of errors) o~ such ac~ion~
. ~ aasig~nt of.g;~p le~er~htp res~nstbllitles.
~r~in~ level ~u;C te~tte;s ~o ;~c~ a v~ieC~ o[ ~c~al p;~eedings
u~in9 e[~e;r sho;th~d, ~ten~, o; ste~;a~. ~1 o~ ~e 9;ievo;~ ~e a
sben~;~ ~ne, b~t at i~sue ~e ~e ~n9 a ste~;~ ~hLne ~h~ch
;e~;d~ ~e evidence onto a ~lop~' 3.5 c~er disk
tr~scrip~i~] ra~er ~ p:~ing a ste~ty~ t~ of notes for
tr~ription. ~e distinguishing feat~e of ~e ~urt ~rter 3 cl~s
st~dard is ~e ~sig~nt of 9r~p lea~r res~nsibility.
c~e h~ever, ~e evidence indicated that ~ese grievors were not'exacted
%o ~s~e grip lea~r res~nsibility.~ a ~re f~cti~.
grievors ~e ~ot s~i~9 ~ecl~sificati~ to ~e level of ~urt ~rter
~us, ~e issue ~fore ~e ~rd is whether ~e intr~ti~ of
~tmz-~sisted tr~ription has effected s~h a s~st~tial ~litative
ch~qe to ~e grievors' ~rk, ~at ~he ~rt ~r%e~ 2 c~s st~d~d no
l~ger a~ately reflects ~e nat~e ~d level of ~e ~rk ~rfo~d. ~e
~urt ~rter 2 cl~s st~dard is in ~e foll~in~ terms:
This class covers positions of working level court reporters who record
a var£eCy of ~udici&l proceedinqs us~nq .i~er shor~nd~
O~
This clams covers positions of court nonitorm who elso exercise group
leadership responsibilities over en ass~gn~ g~p of s~a~f, which
~a=~e freei~ce cour~
~, s~e~ak or stea~r~ suffAcien~ ~o ~ee~ ~he de.rids of
~e c~ or in ~e case of group leade~ ~u~ ~at~ors
- ~e ~lli=y ~ ty~ accurate tr~acri~s, reasons for
~rrea~ndence, ~,1, or o~er
- ver~l ~icaC/on skills ~o dis~nse generel infom~/on
r~a~ing ~r~czip~s or c~ses ~o ~ges, ~o ocher s~aff. ~o
officers, sheriff's office, ~ =o read ~ck ~eati~ny/infomtion
to ~e cour~ es
- wfitZ~ com~l~ion skills to c~se routine corres~ndence
- ~e ~ility Co ~ceflCra~e/~rk in~ensively for long ~ri~8
tiM, re~rding verht~ judicial pr~e~ing8 end
ovi~ace.
Acco~Cabtli ~y =
- rel~nsible for ~e ro~r~i~ of c~rt pr~o~ings ver~ u']ing
s~en~sk, short~, or 8ten~x~, ~ for the pre~re~iofl
· c~i~o at.scripts..
- for group le~er ~ ~nl~ors res~nsible for lch~ullnq cour~
~or8/~e~o~s ~d for revtwl~ ~he q~l~y/ecc~.~ of
- errors in ~he recording of 'chi proceedings or ~n the ~y~, Wan-
scf~pC Could iffe~ the outc~ o~ a tr~i~ and/or ~he all~ce/
Group ~aders~p:
Co~t ~tofl w~th assign~ group leaders~p duties ale res~naible
- pr~idi~ lnst~ctio~ for ~rk ~askl;
- pr~Ld~ tra~n2~ ~n co~ pr~uroo, traflscr~p~ pr~uct~on, and
~n the use of el~ron~c ~ni~oring
- ach~uling a~ c~rdin4~i~ ~rkl~d, a~ ensuing t~ courts
- reviwA~ tr~scri~o of ~r~ ~ni~ors/re~r~er8 ~ ch~k
ac~a~;
= referring d~sc~pl~ probl~ ~o
= assisting in ~nte~l~ ~ tos~ fr~ance court
It w~ ~reed by ~e p=ties ~at the evide~e ~uld ~ a~ed
a rep~entative 9rievor, ~. Ki~rley ~e~n. In accord~e with this
~r~ent, it folf~s ~at all ~e grievors will ~ ~d by ~e result of
~. ~e~n's griev~ce. It was fur~er ~reed ~at ~ree 9rievors,
Kushnir, ~. Olubick ~d ~. ~arpe have resigned since filing ~eir
griev~es ~d that ~ree' o~ers, ~. ~rrett, ~. Bi~o ~d ~. ~a do
not yet ~ a c~teri~d sten~r~ ~chine. ~other grievor,
h~ ~e ~teri~d s~ra~ ~chi~, but is awaitin9 re~ipt of
re~isite softw~e to o~ate it.
~. ~es~ i~ntified her ~siti~ S~ifi~ti~ Which descries her
j~ in ~e roll. in9 m~ner:
5
District Court Re_porter I 02-8330-62
'~ict Court Reporter - - Court ReDOrter 2 00484
Attorney General Courts Admi ni strati on
~4_ .... I Chief D~s:r~Ct CourT. R~or:er 0g-83~0-~0
~o act
%
I. Acts as Court Reporter by:
95%
-- -recording verbatim by shorthand, stenotype or stenomask the proceedings of the County
'Court, Surrogate Court, Supreme Court (matrimonial causes) sittings and record proceeding
held in Chambers, e.g., Landlord and Tenant,' Interim Custody matters, including testimony
of witnesses, address to the Jury, Judge's instructions and all 'matters pertinent to the
'record;
-reading back in court, at the direction of the Judge, proceedings previously recorded:
-providing transcripts of court proceedings on request; certifying accuracy of transcr-
· as Court Reporter; (NOTE: Transcripts normally prepared on incumbent's own time);
-filing the court records (cassettes and )og books or shorthand notes).
2. Performs other duties as assigned.
· Skills and knowi~d~ requir~ to I~dorm job it tull wor~g llql. (indian mln~tory ~ent~l; or lice~ce~, tf m~t:~l~mbm)
Previous court reporting experience. Minimum shorthand or stenotype speed of 180 w.p.m, or
stenomask speed of ~S0 w.p,m. Typing skills in excess of 50 w.p.m.; good knowledge o{ )egal
and technical terminology and court procedures. Knowledge of {unctions and procedures o{ th~
Supreme and District Courts. ._~-,
A high stand~rd of r.-~
.,,~,ish gra,-;~ar and spelling. Good cu.,i'iunication skills.
In cross-examination, Ms. Neeson admitted that the third section of the
Position Specification, pe[tainin9 to duties and related tasks, was an
accurate reflection, in very general terms, of what she is required to do.
She did not disagree with the percentage allocations showing the balance of
work in that section. Ms. Neeson has been employed as a District Court
Reporter for seven and a half (7-1/2) years. She holds her C,S.R.
ce~tifioatic~.' She bega~ using her c~mputer-assisted stenograt)h machine two
years ago. in her evidence, Ms. Neeson highlighted 'the differences she had
noted between her old manual machine and her computer-assisted machine.
While her old manual machine and cc~puter-assisted machine have a similar
keyboard, the computerized machine's~keyboat~ is electronic. The
oc~terized system offers the benefits of increased speed in production of
transcripts, hence irscreased volume of t~anscripts produced, as well as
greater accuracy and versatility. The computerized system offers a feature
called "real time" which allows verbatim testimony to be displayed virtually
instantaneously on a screen so that ~ounsel or a witness can see the
sequence of questions posed' and responses given. This is of particula~
assistance to witnesses who are hearing impaired. The screen can be split
so that a search can be made and earlier questions and responses may be
displayed as well. Because floppy disks can be copied by the reporter, she
can offer litigation support to counsel or a judge who wishes to purchase ot
be provided with a disk copy of the evidence. Another feature of litigation
support is "~ey word indexing" which allows re~etences to a particular
subject in evider~:e to be searched through the disk and reproduced in a
transcript. Ms. NeesO~ explained that by using Baron and WordPerfect
software, she can produce more accurate transcripts, more quickly. She
'7
estimated that 80% of her work now entails the production of daily or
expedited transcripts, which are produced overnight or within two days,
respectively. Indeed, from a memo dated January 30th, 1989 issuing from the
office of His ~nour, Judge N.D. Coo, Senior Judge of the District of York
to all District Court Judges, it is' clear that the grievor's immediate
supervisor stood ready to assist the judiciary by producing daily
transcripts upon reasonable notice through assignment to reporters with
computerized machines.
'Ms. Neeson explained that whereas on her old manual machine she might
produce 30 pages of transcript per night, she can produce 8~-9~ pages per
night of o~dinary proceedings with her ~omputerized machine. Since court
reporters are paid partly by salary and partly by transcript fees set by
regulation, an increase in the number of transcripts produced is acccx~panied
by an increase in income.
However, as MS. Neeson pointed out, since it is the responsibility of
the court reporter to provide his or her own equi[~ent, the cost of .the
computer hardware and software is borne by the employee. In Ms. Neeson's
case, this amounted to an expenditure of approximately $16,00~. She
acknowledged that she would have expenses attendant upon use of her old
manual machine as well. For instance, she. explained that in o~der for her
to keep up with the volume of work, it was not uncommon for her to hire a
typist to type up a transcript. Tae cost of such a typi~g~ service would he
'deducted from the transcript fees earned.
Ms. Neeson explained that it took approximately a year to become
competent with the Baron and WordPerfect software. She receiued on~ day of
formal training on the Baron software, and learned the other p~ogra~me on
8
her own time with occasional assistance by telephone with software
consultants in California. She noted that for the system to become useful,
a "dictionary' has to be programmed by the stenographer into the computer so
that the machine can translate stenotype symbols into fhglish transcript
form. Once a dictionary has been created, it is augmented constantly
through use, as new terms are encountered in proceedings. Ms. Neeson added
that for the computer to be able to recognize symbols in its dictionary, she
must be more exact than when usin9 the manual system when entering evidence
into the cc~puter-assisted stenograph. ~
Having reviewed the evidence, it is apparent to the Board that the
introduction.: of the computer-assisted stenograph machine has not changed the
essential nature of the work performed as it is described in the Position
Description and Class Standard. Rather, the cx~puter-assisted system
enables the same work to be performed more efficiently, with significant
improvement to the volume and pace Of production of transcripts, with a more
intelligible means of presenting evidence of proceedings not °nly while
court is in session (ie. "real time" capability], but also in transcript
form (ie. "key-word indexing']. It remains within the discretion of the
court reporter to decide upon what equipment she will record evidence and
p~oduce transcripts. Furthermore, the court reporter must decide upon the
appropriate volume and priority of work to meet the requirements of her
position specification. Naturally enough, the manner of the ccmpensation
through transcript fees and the demand for volume of work have created an
incentive to adopt the more efficient and versatile computerized system. On
behalf of the ~mployer ,. it was argued that the adoption of a oomputer-
assisted stenograph system had to be considered self-directed on the part of
the court ~eporte~ and could not be considered to be at the behest of the
~ployer. Such an argument ignores the realities of the particular work
context. The system of compensation adopted by the Employer sets up
incentives for quicker, more efficient productio~ 'of transcripts and it is
clear fr~m the memorandum filed that it is expected that the court reporting
system will enhance the functioning of the judicial system and meet
reasonable demands on the part of the judiciary and counsel.
A number of cases have considered the issue of whether a change in
equipment produces such a substantial, qualitative cha~ge to job function so
as to warrant reclassification, or payment at a higher rate.
In~R~ Wilson Goncrete kodu~_ts Ltd: and United Cement, Li~e & Gypsum
Workers, Local 424 (~973), 3 fAC (9.d) 32, a new machine was introduced by
the company for use by the yard crane operator classification. Although
significant differences were found between the new and previous generation
of mobile yard cranes, the Board held that the introduction of the new
equipment did not result in a new job, on the basis that the crane
operators were continuing to perform essentially the same type of duties.
At p.34 Mr. Weatherill observed:
T~e d~termination of the content of any particular job
classification is to be made having regard to the whole
of an employee's work in that classification. In some
industrial plants where the Whole of a~ employee's time
is spent operating a particular machiae, and where his
job is described in terms of [operating a particular
machine], then it might be that the introduction of a
new machine is equivalent to the introduction of a new
job. Where, however, a job is described in terms of the
performance of certain general tasks, then a change in
the equipment with which those tasks are performed does
not necessarily constitute either a substantial change
ir~ the job or the creation of a r~ew job.
In Re Sl~erry Inc. and United Autc~obile Workers, Local 641 (1985) 20
LAC (3d) 385 (Hinnegan), the union claimed that a new classification had
been created when the company posted a vacancy in the classification of
Master Technician, the postin9 stated that experience with and ability to
repair and maintain digital and micro-processing equipment were required.
The Board found that no new job had been created and c~mmented as follc~s a%
Thus, advances in the state of the art in a given
area, requiring advanced s~ills in the new technology,
does not, in and of itself, result in the creation of a
new job. The Master Technicians ale still performing
essentially the sa~e job duties of repairing and
overhauling aircraft electronic equipment, albeit now
including digital systems a~d mi¢:op£ocessors.
By way of contrast, the position of Packaging
Technician, introdUCed by the cc~y in August of 1985,
was referred to. That was, in fact, a new position
involving new duties and responsibilities not previously
performed in any App. "B' occupational classification
within this bargaining unit. In my view, that example
usefully illustrates the difference between a new job
classification established to perform new duties and ~
e~istir~ j~b classificati~ ~(~ti~in~ to f~rfor~ ~e
~ d~ties ~it~ r~w ~1o~, (emphasis added)
The sa~e result Obtained in Re Kirkland L~ke Board of ~ucation sd
Canadian Union of Public f~loyees, iocal 1671 (1987), 28 L~£ (3d~ 252
(Wilson) o In that case, the grievor was classified within one general
category fo~ seCretarial-~lerical work. She claimed that following the
introduction of a c~ter system, her job fuactions had changed so
substantially as to warrant her reclassification. The arbitrator reviewed
the foregoing jurisprudence, and reached the following conclusion at pp.255-
256:
The difficulty the grievor faces in this case is
Obvious. The collective agreement has only one
classification covering clerical-secretarial functions.
Obviously such functions can in fact range in
difficulty. Indeed, although the evidence was sketchy,
it appears that there are other persons in this category
who do work with varying degrees of machine complexity.
It would appear that the gfievor may have the most
sophisticated of the machine skills in her job of all
those in this classificatioa workin9 for the board.
However, even that is only as an operator of a rather
small ccm~uteE (albeit perhaps mo~e powerful than a
personal computer) but still withia the context of
secretarial or clerical functions. E~tensive training
was not required for it. She has not been trained as a
programmer. Obviously if the board hired or trained one
of its employees to do a compute£ 9rogram~er's job, that
would not fit the secretarial-clerical classification.
But the grievor's skills and functions are still those
of a clerk-secretary. It may well be that the union may
wish to bargain for diversification within the
secretarial-clerical classification with attendant
different rates due to the varying quality of skills
and tasks performed. · But given the broad single
category existing now, I do not see on this evidence
that the mere computerization of the secretarial job has
caused a changed in the actual job functio~ performed by
the grievor so as to create a new job outside the
existing classification. Accordingly, the g~ievaace is
dismissed.
The Board finds that a similar' conclusion can be reached on the
evidence in this case. ~he introduction of the computer-assisted stenog~aph
machine has made a significant improvement to the pace and volume of
transcript production and the mariner in which evidence can be displayed and
retrieved during the verbatim recording of proceedings. F~)wever, these are
changes in the efficiency and performance of the existing job functions
through the use of a new generation of stenograph machine. Tae Position
Specification and Class Standard are drafted largely in terms of job
functions using a variety of machines, including the stenograph machines.
As such, this case can be distinguished fr~m Cntario Hydro (1983) I1 LAC
(3d) 4~4 (Shime) in which it was found that the employer had assigned the
task of p~eparin9 training manuals to the classification of mechanical
maintainer, which work was held to be "completely out of the ordinary" -
that is, beyond the scope of the classi~ication's normal work and not
necessarily incidental to such work.
A~cordingly, fo~ the reasons given, the Boa[d finds that the Union has
not established that a substantial qualitative change has occurred to the
job functions of the {butt 1~porter 2 as set forth in the Position
Specification and Class Standard. in the result, the grievances are
dismissed.
Dated at Kingston, this 2)1~ day of Sep:ewb~r , 1989.
(Addendum attached)
ADDENDUM
173/88 (Atkinson et al)
As the Award points out this is indeed a most unusual
case. It is a rare case indeed where employees are required to
make a considerable financial investment in equipment to more
effectively perform their job for the benefit of the Employer.
While it is true that the grievers may have increased earnings as
a result of their investment in equipment, the Employer benefits
greatly also by being able to assign fewer employees to do the
same volume of work. For example, before the present equipment
was supplied by the employees, it was necessary for 2 or 3
Reporters to be ~assigned to a ease where daily transcripts were
required. Now, a single reporter with modern equipment can do
the same work with greater efficiency and a¢cpracy. The benefits
the Employer has received from the Reporters' investment in
hardware, software and training ought to be kept in mind by the
Employer the next time negotiations ta~ ~e.
/~homson, Member