HomeMy WebLinkAbout1988-0257.Marcoux.89-04-03'~ · ONTAR/O EMPL OY-~'S D£ LA COURONNE
" . CROWN EMPLOYEES DE L.'ONTARIO
" ~"GRIEVANCE COMMISSION DE -
SETTLEMENT REGLEMENT ,.
BOARD DES GRIEFS
I~0 DUNDAS STREET WEST, TORONTO, ONTAF~IO, M5G 1~8- SUITE2100 TELEPHONE/T£L~PHONE
180, RUE DUNDAS OUES~ TORONTO, (ONTARtO) MSG 1Z8 - BUREAU 2100 (416) 598-0~88
257/88
IN THE MATTER OF AN ARBITRATION
Onder
THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT
Before
THE GRIEVANCE SETTLEMENT BOARD
Between:
OPSEU (M. Marcoux)
Grievor
- and - 3
The Crown in Right of Ontario
(Ministry of Correctional Services)
Employer
Before:'
D.H. Kates - Vice-Chairperson
P. Klym - Member
F. Collict' - Member
APPEARING FOR S. Ballantyne
TBE GRIEVOR: Counsel
Cavalluzzo, Hayes' & Lennon
Barristers & Solicitors
APPEARING FOR C. Slater
THE EMPLOYER: Senior Counsel
Human Resources Secretariat
Management Board of Cabinet
HEARING: December 7, 1988
DecisiOn
In this grievance the grievor has complained that the
employer improperly denied him two weeks special or
compassionate leave with pay contrary to Article 30.1 of the
collective agreement. Article 30.1 reads ms follows:
ARTICLE ~0 - LEAVE - SPECIAL
30.1 Leave-of-absence with pay mm~ be ~rmnted for special or
compassionmte purposes to mn employee for a period
{a) not more than six (6) months with the app~ovml of
his Deput~ Minister; mhd
(b) over six (5) months upon %he certificate of the
Commission a[~d with the approval of the Lieutenant
Governor in Council.
The facts precipitating this dispute are straightforward and
non-controversial. The grievor is employed as a Corrections
O]fficer (CO2) at the Maplehurs% Correctional facility. At all
material times he was a f~thex' of three children and whose
spouse was expecting the family's fourth child on or about
January 5~ 1988. The grievor was advised that because of
anticipated complications arising~ out of his wife's pregnancy
the birthi~g exper:ience as well as the subsequent recovery
period would necess'} kate a longer stay aL Lhe hospital.
Moreover, because of the longer recovery period the grievor also
anticipated thal~ his wife~ particularly with the additional
sibling, would require his assistance at h(~me once she was
r~leased from the hospital. We were told that the grievor's
situation did not constitute ~n urgent circumstance albeit he
had. reason to be apprehensive.
The grievor had recently taken up residence in a rural
community where his neighbours lived some distance away and were
strangers to the ['ami[y. Ile indicated that for that reason he
could not count on their assistance in the event his wife's
predica]nent required i{nmediate~attention. Moreover, in the past
he relied upon the assistance of close relatives to help his
~ife ~hile he Kttended to his work responsibilities, lie could
no longer rely upon their help'b~cause of the change of
residence. Moreover,. the grievor indicated that because of the
cost he could not af£ord the expense of hiring assistance. In
any event, he felt it ~as important tha~ his family should be
looked after by familiar persons during the obvious adjustment
period that followed the birth. It was also clear that the
grievor sought to reduce the disruption caused '5o his family
arising out of the birthing experience, [{e ['elt this would be
achieved by virtue of his continued presence at home or at the
hospital for ,in approximate 'two week peri, od.
The grievor in his own mind concluded that his circumstance
was an apt situation where the benefi'ts provided under Article
30.1 of the collective agreement for special or compassionate
leave with pay ~or that two week period ought 'to be granted. To
this end he submitted 'to the Deputy Minister the necessary
application form supported by the following document dated
December 1, 1987 outlining his situation:
To the Deputy Minister Mr. Robert M.-McDonald
'It would b(; appreciated if serious consideration be given to
my situation. If possible could two weeks leave with pay be
granted for 'the following reasons,
My wife is to give birth to our fourth child. The due date
is January 5, 1988. On this occasion there is not any help
available for any length of time to take care of my family
during my wife's absence which should be about one week. We
have one pre-schoo]er and two going to school[. We have moved to
a new rural area and can~ot rely on the few neighbors, who we
have not yet met.
My wife is having a harder time with this pregnancy compared
to the previous three. There is the worry of an ~emergency beore
and after the birth. After the birth an eme'rgenoy could prove
serious because we have one vehicle. My wife would be stranded
until help arrived.
Al. so the demands on my wife would be too great with me ~t
work and the other three children at home. This brings the
request for the second week of le~ve~ so my assistance would
readi].y be availab~Le.
The exact two weeks needed will be given to you at the
earliest possible moment.
Thank you for your consideration
"Michael Marcoux"
Mr. David A. Parker occupied the office of Regional
Director, Centra.[ Division, responsible for the administration
of the employer's correci;iona] facilities within that geographic
'jurisdiction. fle was delegaLed the authority Lo act on behalf
of the ])ei)uty Minister in the Ministry~s dealing with the merits
of the grievor's application for special leave with pay. Before
embarking upon a description of the considerations weighed by
Mr. Parker that impelled him to deny the grievor's application
for special and/or compassionate leave with pay it is
appropriate at this 3uncture to ret'leer on the limits of this
Board's review powers "to second guess" the Ministry's
decision. In 'that regard 'there appeared a concensus between the
par~ies with respect to the parameters of our jurisdiction or
competence ~o overruJ, e the employer's decision.
In cases suczh as I:he grievor~s complaint the Board does not
sit in appeal of the employer's decision. There is contained no
Ianguage in Article 30.1 such as "such leave shall not
unreasonabl, y be withheld" or the like that would confer upon
this tribunal the authority ~o intrude upon the employer's
discretion (ie., "may',') to dispose of such applications as it
deems appropriate. In ol;her words, whether ~e agree or disagree
with the employer's decision to deny the grievor leave with pay
is an .i_rcelevant (zonsideration in our review of its decision.
What is of utmos~ significance to our jurisdiction is the
issue o~' ~hether the employer's decision was "fair". That is to
say~ ~e must be satisfied I:hat the employer did not act in '~an
arbitrary, disc~[minatory or i.n a bad faith manner" in its
handling of the grJevor~s application. In simple terms our
concern 'is .Iisi ted to a review o'f i;he decision making process
adopted by the employer in reaching 'the conclusion to reject.
In 'that regard, a concensus was expressed indicating that the
criteria for testing the fairness of the employer's decision
making proc. ess is best described in the GSB precedents dealing
wi. th like applicat:ions for short term special leave with pay
under Artic_l.e 55..1 of the collective agreement. We were
referred specifically to the decision :in Re OPSEU (beget &
Legacy) and The Crown in Right of Ontario (Ministry of
Cor~'ectionai Services (05067-7i8.7~ decision dated June l, 1988
(Dissanayake) where the criteria for the proper exercise of the
employer's discretion is spelled out at page 9:
l) The decision must be made in good faith and without
discrimination.
2) :It must be a genuine exercise of discretionary power, as
opposed to rigid policy adherence.
3) Consideration must be given to the merits of the
individual application under review.
4) Ali relevant facts must be considered and conversely
irrelevant co~,s.ideration must be rejected.
Mr. Parker i~dica%ed that he made the decision to deny on
the basis of the facts described 'to him in the document
(hithert° referred 'to) that accompanied the griever's
application form. In having regard to that information the
decision was based on three general factors. 'The first
suggested that although the griever had reason to feel
"apprehensi. ve" .about his family situation he was not convinced
it represented an emergency or sufficiently-urgent circumstance
to warrant granting leave with pay. The second factor indicated
that the griever's predicament albeit sympathetic was not
"extraordinary" in the sense 'that it warranted the special
considerations anticipated by the special leave with pay
provision. And~ ['ina].ly, "the third factor that was applied to
the griever's situation was "whether there existed any other way
to accommodate his request for a two week absence from work"
other 'than by special leave with pay. To this end the employer
concluded that vacation leave (with pay) or simply leave without
pay for the required pe~'~od would be granted the griever should
he request it.
It ks uommon ground that Mr. Parker exhibited a sincere
concern for the g'rievor's pi'edicament and in good faith wanted
'Lo aect)mmodaLe his request to be w~th his ~:it~e and family during
this adjustmerit period. In that sense the employer ~as able to
rearrange its sork force at the ~aplehurst Correctional facili'ty
to permit coverage of:' the grievor"s si~ifts should he elect to
take vacation leave or ]cave without pay. ].t is also common
ground that the gri. evor upon lcar~i, ng of hi.s rejected
application chose Lo take vacation leave wi th pay. ltis
grievan(:e alleging violatkon ct~ his entitlements under Article
30.1 requests a direction of this tribunal reinstating those
vacation leave credits spent for a purpose he c].~ims special
lea~e would have provided a more appropriate employer pesponse.
The letter denying the grievor's applicaLion for special leave
reads as follows'
Dear Mr. Marcoux:
Thank you for your letter of l)ecembe~ 1, 1987, addressed, to M~.
Rob~t MacDonald, Deputy Minister. As the approval of such
requests is delegated to Regional Directors~ your letter was
forwarded to me for response.
F~om ~he circumstances outlined in your letter, I can appreciate
why you would want 'time to be with you~ wife and children.
However, it would be quite i~appropriate to approve a leave of
absence with pay for this purpose. I would suggest you apply
for vacation credits, fo~ which you are entitled on January 1,
1988, or alternate]y~ submit a request for a leave of absence
without pay.
Thank you for b~inging your concerns to my attention.
Yours truly,
"David A. Parker"
Regional Director
Central Region
The uncontr~dicted evidence demonstrated that Mr. Parker's
treatment of 'the grievor's application sa'tisfJ, ed the general
concern that the Ministry's decision be made in good faith and
without discriminal:ion. Indeed, in referring specifically to
the criteria for the proper exercise of the employer's
discretion, as hitherto described, the trade union's sole
complaint with respect to Mr. Parker's decision making focused
on paragraph 4. That is to say~ the allegation was made that
the Ministry a~d Mr'. P~rker, particu]ar].y, either considered
oxtrar~eous or ir~-elevant :information in I'e:~ch_i. ng his decision to
reject or, a[t;er:n~xti, veiy, fail.~-~d to proper'ly inform himself with
['{~spect to the v~].id:i, ty ()r otherwise c~f the considerations Lhat
wcr~-~ applied. And, should those specifi(x allegations be proven
th(~re appeared agreeme~t thai; that par't:i, cular aberration would
suffice 'to vitiate or nu].[ify the employer's decision.
In that light i.t is somewhat important that our particular
trea%ment of the trad.e union's allegations with respect to a
breach o[' pat'agrt~ph 4 be described, in our view it does not
suf.fice ~or the 'trade union to simply allege that the Ministry
considered extraneous or irrelevant information in reaching the
conclusion to re,)ect, I't must do more. NoL only must it
est:~blish ~he forego:i}~g but it must demonstrate 'that the
impugned considerafions, once proven, had a material and/or an
~dverse impact., o~ the emp].oyer's conclusion 'to deny. In other
words, it may very well be that the Ministry's decision was the
correct one, from the perspective of fairness, even though it is
Shown that considerations in reaching its decision were not
necessarily germane to Lhe application, i~' it cannot be shown
that those considerations adversely impacted on.the result o.r
there existed a probability that tile result alight very well have
been different if 'those considerations were not .applied then the
onus of sagisfying us of a violation of Article 30.1 of the
collective agreement will no't have been met. ]in summary we are
o~' tile opinion that° the allegation advanced with respect to a
breach of paragraph 4 i.s .ecessarily a two step process where
the onus rests with the trade union to show in a demonstrable.
way a breach of the standard of fairness expected of the
employer in treating appl. ications of this nature.
The trade union suggested tha5 Lhe Deputy Minister through
i. ts des:ignee, Mc. Parker, violated those norms in applying each
of 'the three factors that impelled him to deny the grievor's
appl. Jcation. 'rile balance of this' decision will therefore
involve a description oF those concerns and the result that
should roi. low w:ith ~.eSpec't to each of them.
[n his evidence Mr. Parker indicated that because he was not
convinced that the grievor's circumstance represented an
emergency ~':iccumstance he was not disposed to favour granting
\
the grievor his request'., Although he sympathised with the
grievor's dilemma he, nonetheless, surmised, that mere
apprehensiveness abou't his spouse's fate was not enough.
Indeed, the concerns at'tached to the birth of a child, whether
or no't based o~ medical reasons, are common to ali parents who
have gone through the experience.
'rile trade union alleges that Mr. Parker placed undue
emphasis on the consideration that there must be "an emergency"
situation (which the trade union concedes did not exist) before
the Ministry's dis'cretion might be exercised in a positive way.
And several GSB precedents with respect 'Lo allegations of a
breach of Article 55 were referred to us to indicate that the
~.'equirement that an emergency be shown is a patently irrelevant
consideration.
[~ the one case in Re OPSEU (Ford) and The Crown in Right of
On~ariq (1528/87) decision dated August 24, 1988 (Wilson), the
grievor was denied special or compassionate le~ve in order to
attend to his child while undergoing surgery because the
operation was prearranged or'preplanned. The employer's answer
suggested that on.[y surgical procedures carried out in an
emergency si.tuatio~ wou].d pr~mpt a positiwe.- response. The Board
determined that appli¢~ation for' "special ,~nd compassionate"
leave ought not necessarily exclude a prearranged or
prescheduled event. .In other words, the concern for an
emergency situat.ion ought not to be seen as the sole
cons[de.ration to the extent 'that .it impinges upon the employer's
judgment as to whether the circumstance was a special or
compassionate case.
in 'a like situation in Re OPSEU. (Chow) and The Crown in
Right of Ontario (2004/86) decision dated July 12, 1988
(Forbes-Roberts) a parent was required to stay home and attend
to a child who was ill. Ministry policy dictated that leave
only be granted in the circumstances of a sick child where the
child had been hospitalized, The employer applied that policy
without investiga~:ing further the particular circumstances of
- 10 -
the grievor's situation. The implicit consideration that
underlined Ministry policy a'ppeared 'to sugges't that only
hospitalization might create the emergency situation that would
result in a favourable response. The arbitrator determined that
the employer's discretion was too rigidly fettered by virtue of
its sl.~vish adherence to itu policy.
In the situation before us we do not hold that Mr. Parker's
opinion 'that the grievo~'s situation did not constitute "mn
emergency" blurred or unnecessarily restricted his discretion in
the sense suggested in the foregoing precedents. ~'t is clear to
us ~ha% the existence of an emergency situation is a more than
relevant consideration as Lo whe-ther ~n application for special
or {zumpass]on;~te I~ave should be granted. Indeed, that factor,
if established to the employer's satisfaction, might be
dispositive in reaching a favourable ~esponse granting the
application (see I{e OPSEU (Elgie) and The Crown in Right of
Ont~rio (24/79) decision dated October 1, 1980 (Swinton)).
What the cases suggest is that the fact that no emergency
situation exists does not necessarily or always mean that the
application otherwise has no merit. That factor cannot
represent the overriding consideration to the exclusion of other
relevant considerations' that might 'very well justify a positive
response. The employer t~hereby vioiates its duty of fairness in
the exercise of its 3udgement when it commits the error of
placing undue emphasis on simply the one factor, namely~ whether
a'n emergency existed.
Mr. Parker committed no such breach in his treatment oi' the
g}ievor's application. And this point is amply.demonstraLed in
h'is consideration of the second factor. .in that regard Mr.
ParRer ~nLaLed thaL he consulLed wiLh the HinisLry's Personnel
Department to secure their advice, lie was informed that there
existed no precedent where the Hinistry (or any other Ministry)
had granted special[ and compassionate leave in similar
circumstances, ile thereby concluded, that the situation
described in the griever's a~plication was not "extraordinary".
That is to say, he concluded that the griever's particular
circumstance was not "special" in the sense that his own
persona], sympathies towards his situation should not interere
with his duty 'to act in the employer's best interests.
Accordingly, he repeated on several occasions during the course
of his cross-examination ·that the griever's situation simply w~s
not "extraordinary" t° the extent Lhat special or compassionate
grounds existed ~or grail ting leave with pay.
Thc· trade union's complaint with respec't to that response
was that Mr. Parker's source of information was too superficial
to warrant the conclusion that the griever's dilemma was not
extraordinary. It was suggested that Mr. Parker had to do more
in the way of investigation to support 'that particular
conclusion. Theft is to say, tie had to determine or quantify
specific instances where employees in a rural (ie., isolated)
(.~'ommuni(;y are required to absent themselves From work because of
the birth, in pote~tia].iy trying circumstances, of a fourth
child. When the Board asked the trade union's couI~sel what she
expected Mr. Parker to do (other than investigate the employer's
- 12-
personnel, records) to satisfy the st:andard 'for int'orming
himself, she could provide no reasonabl, e response.
~e surmJ, sed l:hat, from her ['allure to provide a reasonable
and prac[i, caI response to that question that no additional steps
could have been taken to support his conclusion. For example,
~e asked counsel ~heLher ~r. Parker ~ould be required to conduct
a survey or a nensus in the community ~here l:he grievor resided
Jn order l;o sat[sl'y the standard for properly testing the
conclusion that Mr. ~areoux's situation was no't
"exl. raordi, nary", qui. te clearly, it appeared to' us that what we
were in fact being asked by the trade union Lo find was that the
gri. evor's si'LuaLion ~as per se "extraordinary". It thereby
sugges/ed that the onus rested sith the employer Lo demonstrate
the contrary,
~e are satisfied that Er. Parker in addressing himself
specifiedlly to the grievor's situation as outlined in his
supporting memorandum and in scour:lng the advice of members of
the ~inisLry's Personnel Department did exactly ~hat sould be
expect:ed of a Sanager delegated [he responsibility for
admin:i, sEeri, ng Elm spec:[al leave provision. ~e would find it
highl, y :imprac~i. eal for the empl. oyer [o do more in the way of
testing its conclusion such as in conducting a census in order
Lo support t, he val. idity or its decision [o deny.
Soreover~ it t. he ~rade union J.s suggesting that the
grievor's s:i.i, uation ~as per se e~traordinary (and ~ould thereby
explai_n the absence of like or si~ilar gini. stry precedents) then
se uould have t:o con(:lude [hal Sr. Parker simp].y made t~is
- 13 -
decision on the best evidence that was available to him. For
the Board to otherwise disagree with Mr. Parker's conclusion
.~.hat the grievor's situation was not extraordinary would simply
constitute the substitution of our opinion for the employer's.
And, as both parties have agreed our acting as an appeal body to
the MJnis'try's conclusi~n is exactly what we are precluded from
do ing.
Finally, the third factor considered or weighed by Mr.
Park~r in reaching' the conclusion to deny the application for
special heave pertained to the issue of whether there existed
"~nother means for accommodating" the grievor's request. Quite
frankly, it is this 'third factor that has proven most
troublesome to the Board in assessing the "'fairness" of the
employer's decision ms defined by paragraph 4 of the guidelines.
Before explaining our concern it is relevant that we communicate
our appreci~t~on of what Mr. Parker meant in his reference to
the third factor. He stated that he asked himself whether the
grievor's objective or purpose in remaining with his family
during the birth of their fourth child and thereafter could be
achieved by his making ~ request for vacation leave (for which
credits wou].d have Lo be borrowed from his 1988 entitlement) or
by means of an application for leave without pay which the
employer would be disposed to grant. Common to both these
responses, of course, is the implicit suggestion that the
Ministry was prepay-ed to accommodate the grievor in his wanting
to be with his family provided i't was not at the employer's
expense. And in that regard it is clear that Article 30.1
- 14 -
expressly contemplates, provided the employer is satisfied that
a case for special or compassionate leave has been established,
that such leave will be with pay. Accordingly, i't is incumbent
upon us to explore the relevance that. should be attached to the
~inistry's disposikion to accommodate the grievor's request for
special leave under Art'icle 30.1 of the collective agreement by
asking itself ~he~her the same objective could be achieved by
leave ~i~hout pay or by leave at the expense of the grievor's
vaca~i, on leave credits.
The employee conceded ~hat the factor of granting vacation
leave or leave ~ithout pay ~as a consideration in ~r. Parker's
decision to deny the grievor's application, l[ did not, for
example~ argue, as it migh~ have, tha~ firs'51y ~r. Parker made a
bona fide decision to deny special leave on the merits of ~he
application. And 5hen because ~r. Paker represented a decent
a~d humane employer he sought to accommodate ~r. ~arcoux's
desire to be ~ith hi_s family in the sympa[he~ic circumstances
Lhat ~ere described by altcrnaSive means, Indeed, ~r, Parker's
le[ter rejecting the grievor's application for leave sith pay
appeared to indicate such a sequence in his deci. si0n making,
Bu~ ~his ~as not l:he case. Rather~ ~e ~ere ~old by the
employer's counsel ~:hai; 5he availabiliSy of other n~eans such as
access ~o unused vacation J. eaw~ credits represented a legitimate
considerat;ion -iLh respect to ~he ~erits of 5he grievor~s
applicaLion for leave ~ith pay. Or, ~ore succinctly, the
existentze of "other means" represented a significant factor in
the employer's conclusion of ~hether special or compassionate
- 15-
grounds for leave with pay should be granted. Moreover, the
employer referred us to several GSB precedent where much
~.:o~skderations appear ko have been endorsed.
For example~ in Re OPS_EU (Stewart) amd Crown in Right of
Ontario, MinistrLof .Transportation and Communications (211/78)
decision dated February 9, 1981 (Swinton), the grievor requested
mpecial leave with pay under Article 55.1 to attend a
tonsillectomy :,operation 'to be performed on her son. The
employer denied the appli, cation holding that she had available
to her vagation credits that could be used for 'that purpose.
The grievor used the vacation credits and sought their
reinstatement alleging violation by ~he employer of its
obligation to consider her application fairly.
The appl:~ca.tion for special leave was made under the
predecessor provisions of Article 55(1). Since the facts of the
case there under consideration occurred an addition to Article
55(1) (then Article i6(1)) has been introduced to 'the collective
agreement. Both Article 55(1) and 55(2) read as follows:
55,1 A Deputy Minister or bis designee may grant an employee
leave-of-absence with pay for not more than three (3)
days in a year upon special or compassionate grounds,
55.2 The grantJ, ng of leave under this Article shall not be
dependent upor~ or cha['ged against accumulated credits.
In that case the arb:itrator determined that the employer's
consideration of the availability of vacation leave credits was
a relevant Cact0r :in denying the ~grievor's application for
special leave ~i. th pay. Her rationale for reaching this
conclusion should, be set out in its entirety at pages 5-8:
I~: was argued, on the gr~evo~'s behalf, that an employee
earns vacation credits, and those credits should be left to the
discretion of the employee as to method of disposition.
Therefore, an employer should not require the employee to use
vacation credits in compassionate circumstances, and in refusing
compassionate leave on the ground that vacation credits were
available, the employer acted unreasonably. In assessing the
weight of the griever's argument, it is important to consider
the purpose of a compassionate leave article, as well as
expectations with regard to compassionate leave which appear to
have exJ_sted in thc public service arid in ct_her employment
settings,
Compassionate leave provisions are included in a collective
agreement in order to protect an employee confronted by personal
emergencies or crises, who needs time off to deal with theme
personal problems. In an industrial setting, it i_s commonplace
for the colIec'tive a_.g_reement to permit compassionate leave, but
without tLa_~. In contrast, the collective agreement in the
present case provides f~or compassionate leave with pay.
Where comDassiouate leave ma.y be granted without pay, it is
no doubt beneficial for an em]~3o.y__ee when his or her employer
.permits the em~%_oyee to use vacation credits for th_~e~ leave
pe~r._i. 9~.~_..~ra~e_r___t.~!~n~._t__o__g_r.ant compa_ssiona-te leave without_Day_.
~Sp_c_h___a___d._e_c_ision would surely not be regarded as unreasonable.
This op__t_ion may not alw__a3s be open, for i~ some cases, as in
R.1._ants wi_t~h__a__n__a_pnual shutdown period for y_~acation_, it may not__
be possible to .g_ive the employee the opport_unity to use vacation
credits~ even %_f g_.ranted the compassionate leave. Therefore, he_
pr she m_a_y_ be~___.granted .compassionate leave despite the existence
of vacation credits - but without_~.
The collective agreement between OPSEU and the Ontario
government is unusual ii1 that it provides for compassiona'te
leave with pay." This raises the question whether the employer
acts unreasonably in considering the existence of vacatio~
credits. For reasons which follow, we are not prepared to find
that this payment p~ovision has the effect of making the
employer's action unreasonable, if the employer looks to the
existence.of vacation credits when the employee seeks such
leave. ~_:_h_~___i__s~ug_fg_r.__t_~!.e_._~mp. to_~er~iD__.w_h~e_~thB_r L_he e__~m~p_!_o_z.ee is
~d_e_s_s_e_r_v__]_'.:~.%g' of leave to deal wi.th compass_ion~_ or__~sR._e._c.i.~l~..
circumstances. .tn a case like the present, the employee has
vacation available and there is not disruption of established
vacation plans if leave under Article ]6.1 is refused. If the
aP]ever is allowed to schedule her vacation to coincide with the
dates for which leave .i.s sought, she can be with her son, and
there is no need to resort to Article 16.1.
In interpretir~g Article 16.It_we would assume that the
parties t_.when drafting the collective agreement~ were aware of
the .general practice in industrial setting~ with regard to
compassionetLe leave~.__w_..h_~.,_r~e ~e__mp_..19.y. ers often allow or required the
_e_m_p_/_p_..~__e_e to use vacation credits, rather tha~L_grant
_c_.._o._m/~assionate leave. Ap well, the~_~ar'ties must have been aware
p_f the practice, in the Ontario government, in which
qp_m~assionate leave was generally denied if vacati_gB_.qredits
were available. If the parties wished to ch___a_qge these
expectations and .'to limit the discretion of the employer to
consider the existence of vacation credits in compassionate
leave situations, they would have to do so by clea~er language
than is found in Article 16.1.
Mr. Pettifor did, in fact, point to language in a collective
agreement subsequent to :%hat in which Article 16.1 is found.
Article 54.2 of the present collective agreement {signed July
16, 1980 - Exhibit 6) expressly states that granting of
compassionate leave "shall not be dependent upon or charged
against accumulated credits". IIe argued tha5 the absence of
such clause in earlier agreemen%s vindicated the employer in
looking to vacation credits before granting compassionate leave.
The existence of Article 54.2 in the subsequen~ agreement is
not conclusive evidence that vacation credits were a relevant
consideration for management in ~n earlier agreement. It might
well be argued for the union that Article 54.Z is included for
cautionary reas()ns~ to clarify and settle a possible point of
dispute in ear]~ier collective agreements which had not yet been
reso].w~d by arbitrat:ion. Therefore, the inferences to be drawn
from the inclusion of Article 54.2 in the collective agreement
are ambiguous.
However, looking at Article lS.~ in the broader industrial
context and in ~he light of the understanding which must have
grown out of past government policy with regard to compassionate
leave, we are not prepared to say that management acts
unreas(~nably when it looks to the existence of vacation credits
in deciding whether t0 grant compassionate leave. Furthermore~
in this particular case, it did not act unreasonably in denying
compassionate leave to the grievor when she had vacation credits
existing and no fixed plans for vacation at the time, such as a
charter ~light already paid for. The grievor was given time off
to be with her son~ even though her vacation was somewhat
shortened, and therefore~ her request for leave was not
unreasonably denied.
The dissent written by Collom indicates'
I disser~t. If the employer wishes to confer a benefit upon
the employee and does not make such a benefit conditional but~
rather~ discretionary~then I fail to see why the accumulation of
one benefit ~wacation) should determine whet~er an empl~ee can
9xercise her rig.hts under Article 16.1. Unless the expresq_
language of Article 16.1 were t~provide the conditions under
which compassionate or special l~ave were to be g.E~B~ I do
not see how it is pU~_sible to reach such an understanding into
this article. The Article simply turns on 'the discretionary
powers of the Deputy Minister or his designee to grant the leave
or not to grant the leave.
To argue that the request for leave was not for
compassionate reasons is Lo give the word a meaning that
connotes a 'time frame. It would appear that the employee in
this instance has made a "mistake" in requesting leave well in
advance of the circumstances that might otherwise have given the
meaning the employer attaches to the word "compassionate",
notwithstanding the existence of vacation credits. Since the
employer did grant this employee 'time off, albeit without pay,
the employer has explicitly acknow].edged that the circumstances
for which the time off was taken warranted such a request and,
feel, :implicitly acknowledges the compassionate nature of the
request. To argue otherwise is to admit that the existence of
vacation credits had to be a condition precedent before such a
request would be granted,'
To tut'n to the private sector is of' little help here. The
employee taking leave for'compassionate reasons in the private
sector and using vacation credits does not realize any net gain
but, rather, simply transfers a benefit, ~n effect, the
compassionate leave may be with [)ay but only with a commensurate
reduction i.n vacation credits, The situation is, of course,
d].fferent in industries that have a vacation shutdown, However,
the public sector does grant leave with pay and does not
shutdown for vacation periods.
I would have allowed the grievance.
'"F. Collom"
/ emphasis added
In having regard to the above decision we must with the
utmost respect depart company with the majority opinion. If we
properly understand the majority's reasoning two employees in
similar circumstances may very well make out a prima facie case
for special or compassionate leave with pay. However, the only
distinction between the one employee and the other is the
existence of a bank of vacation leave credits to cover the
period of the absence. Where both employees have made out a
case for special leave with pay the employer might be disposed
to grant the employee without vacation leave credits the benefit
wfth pay whereas the employee with vacation leave credit would
- 19 -
be required to use those credits. It seems 'to us that that
would represent a frivolous result unintended by the special
leave provisions of 'the collective agreement irrespective of
whe'ther the application is made pursuant to Article 55(1) or
Article 30(1) of the col]ective.agreement. And, in our view, we
,lust expr.ess our agreement with the dissenting 3udgment where
the notion was expressed that the practice in the industrial
(ie., private) sector has absolutely no relevance to the
administration of a defined benefit or entitlement under the
instant collective agreement.
It ~s true that Article 55(2) attempts to obviate the
adverse impac't that the availability of other credits such as
vacation leave may have on the disposition of an application by
not making the employer's decision to grant leave with pay
"dependent upon.or charged against accumulated credits".
Although Article 30(1) has no such limiting provision we are
still of the opinion that the availability of vacation leave or
other credits is an extraneous consideration in the em'ployer's
decision to grant in otherwise appropriate circumstances special
leave wi th pay..
Our rationale for arriving at {his conclusion requires
explanation. Attic;lc 30.1 clearly requires the employer when
special and compassionate grounds are demonstrated to grant
leave with pay. It does not express the notion that, when such
grounds are satisfied that leave without pay should be
considered or, that alter~atively, vacation leave credits must
be ~pp~ied first. Article 30.1 of the collective agreement in
explicit 'terms requires payment for the duration of the leave
provided the employer has been satisfied of the special or
compassionate grounds.
Leave with ;)ay in special and compassionate circumstances is
contemplated under Article 30(1) and such leave with pay may
represent an exorbitant cost to the employer. That is why in
our view such applications for special or compassionate leave
with pay in excess of three days but not more than six months
are to be decided b~ 'the Deput~ Minister. Moreover, leave with
pay in excess of six months are to be decided "by the Commission
and with the approval of 'the Lieutenant Governor in Cour~cil".
In summary, decisions with respect to such leaves of absence
under Article 30.1 contemplate that exorbitant sums might be
entailed m't the employer's expense and therefore only officials
at 'the highest levels of the employer's bureaucracy are
authorized to make these decisions in order that they may be
held accountable. Moreover, whether or not the same ob3ective
ma3 be achieved at the employee's expense through the use of
unused vacation leave credits represents an extraneous
consideration in the disposition of the application for the
benefits designed in appropriate circumstances to be at the
employer's expense.
lin other w°~ds, it is clear to us ~hat because vast amounts
may very well be incurred by the employer in appropriate cases,
it is not contempla'ted that an employee's own financial
resources are intended to be a relevant consideration whether
~hey be expressed i~ terms of vacation leave credits or in any
other manner. For example, would it be relevant for the
employer to refuse leave with pay in an otherwise appropriate
circumstance because the amounts in an employee's bank account
would enmble the employee to defray the costs of the leave
without employer assistance? Without meaning to appear absurd
we view the employer's consideration of an employee's bank of
accumulated vacation leave credits as an irrelevant factor in
the same light.
Our reasons for objecting to the employer's submissions (and
the case precedent in support thereof) is quite simple, The
availability of vacation leave credits is clearly an extraneous
consideration 'to whether an employee hms established the special
or compassionate grounds for leave with pay. For example, if an
employee is legitimately sick and applies for sick leave with
pay when absent from work the employer would clearly have
violated its obligation under the collective agreement in
refusing to grant the application because of the availability of
vacation leave credits that could be used for that purpose. In
a like manner an employee who establishes a legitimate case for
special leave with pay ought not to have his application' '
compromised because he has available the use of vacation leave.
It is a commonly accepted proposition that vacation leave
represents ;xn earned benefit intended to be granted annually at
the employ'er's expense in order to enbable employees to refresh
themselves for a short period through rest and recreation so
'that on their return to work they might continue to make a
productive contribution to the work place.
- 22 -
It seems to us the availability of special leave pursuant to
Article 30.1 could be argued as means intended by the parties to
prevent employees from .exhausting their vacation leave credits
on matters of personal urgency requiring employees to absent
themselves for protracted periods. In other words, unlike the
rationale in the previous GSB decision~ whether or not there is
available other means for providing coverage designed to fit one
particular circumstance (ie. vacation) could not represent a
dispos:[tive consideration in 'the exercise by the employer of its
responsibility to consider only relevant factors in deciding the
merits of an application for special leave with pay.
The truth of thc matter is ~.ha't in 'the grievor's situation
he had no accumulated vacation credits, lie was given the choice
in accordance with Mr. Parker's formula for accommodating the
grievor "by other means" of borrowing vacation leave or of
taking leave without pay. And this factor appears to have been
relied upon as'a major consideration in denying the application
because the employer simply did not want to incur the cost of'
granting the grievor leave with pay, We do not say that the
expense of granting special leave with pay is not a significant
consideration in whether or not an application merits a positive
response, For example~ an employee may very well satisfy the
employer of special grounds for leave with pay but it may still
question the duration of the leave, The employer would be
perfectly within the bounds of propriety in abridging the period
of the requested leave (for obvious cost related reasons)
because it }]as. not been convinced of the grounds,
- 23 -
Underlying the cost considerations for denying the grievor
his application for leave with pay were several other concerns
that were expressed by counsel during the course of their
argument. For example, it was suggested that the granting of
leave in the grievor's circumstance would establish a
"precedent" where in future the e~PloYer would be placed in the
invidious position oF being compelled to look favourably on such
applications. Or, alternatively, the concern was expressed that
Article 30.1 would be viewed as a paternity leave benefit that
would open the gates to a flood of applications for that
purpose. In o~iher words, the fear was expressed that the
employer would have an expensive employee benefit foisted upon
it that was not contemplated by the special and compassionate
leave provisions of the collective agreement.
In our view such concerns are ill founded. The only
precedent that this decision might represent is the notion that
the employer is duty bound to address itself to relevant
considerations when deciding the issue of whether or not to
grant special leave with pay. Indeed, should this grievance
succeed it would be manifestly wrpng for the result to be
interpreted as an indirect means applied by the union in
achieving paternity leave. As Mr. Parker indicated applications
for special leave must be decided by the employer on a case by
case basis. For example, it is not without relevance to note
that the grievor was granted leave with pay to attend the birth
of his child. So long as there is no violation of the
guidelines for "fairness" in reaching its decision the employer
- 24 -
has no real reason to fear for future purposes of being
corrected in this case.
Because we have concluded that the employer's recourse to an
irrelevant factor in denying the grievor's application, namely,
whether there existed an alternate means of accommodating the
grievor without cost to the employer, it is significant for us
to ask whether that aberration would have had any bearing on the
employer's ultimate decision~ And to repeat, it may very well
be that extraneous matters might have been considered by the
Ministry but without having adversely affected the result. If
that were the case then we would have no grounds for interfering
with the Ministry's decision to reject.
Mr. Parker indicated as hitherto described that he concluded
that no "extraordinary circumstance" had been disclosed that
would prompt him to grant special leave with pay. We have also
found that Mr. Parker acted properly in reaching that result.
We have also suggested that had Mr. Parker ended his inquiry
into the merits of the application at 'that specific point in the
decision making process 'then the trade union, in our view, would
[lave no further cause for complaint.
Nonetheless, Mr. Parker did consider a third factor which'we
have found to be irrelevant and extraneous to the merits of
whether the application should or should not have been granted.
And the issue of.whether that mistake, however inadvertant,
impacted on Mr. Parker's decision to reject must be gleaned from
his own statements made in response to the counsel's cross-
examination.
Mr. Parker was asked on numerous occasions whether his
treatment of the griev°r's situation would have been any
different had the grievor not had vacation leave credits
available to him or presumably if he would not have been in a
position to borrow the vacation credits. In other words, he was
asked whether he might have,granted the application for special
leave with pay had vacation leave or leave without pay not been
made alternative means of accommodating his request.
In our opinion in order for 'the employer to have avoided
.being held accountable in the grievor's circumstance for a
violation of Article 30.1 there could only be one answer to that
question. And that is, Mr. Parker should have stated that it
would have made no difference.
Unfortunately Mr. Parker did not give that answer. He said
he did not know. He Complained that the question was
hypothe'tical. He suggested that each application would have to
be decided on a case to case basis. In other words, he left the
door open to a positive response to the grievor's application
for special leave.
in fact the question put to him was neither a hypothetical
nor an academic situation, lie was asked specifically whether
if, in the grievor~n case~ tie removed the third factor from his
mental consideration would he have reached the same result. And
it is our opinion that when he suggested "he did not know" we
are compelled to conclude that the third factor on the balance
of probability had a meaningful impact upon the result that
followed.
- 26 -
Accordingly, we find as alleged that the employer violated
Article 30.1 in failing to consider the griever's application for
special leave "fairly" in the sense that an extraneous and
irrelevant consideration contrary to paragraph 4 of the guidelines
constituted a signfiicant factor in the outcome.
The employer argued that in the event we should hold in favour
of the griever we should remit the issue back to the employer in
order that it reach a proper conclusion once having~b~e.en given the
opportunity to oorree-t its mistake. / _,.~.~_,~i,~ ~ .....
: The trade union referred us to severa~ ~rblt?~l precedents
involving successful Section 55.1 grievances,~where the_Boa~d
granted the specific remedy that was requested ~ ~ /~C.,
We do not intend to depart from those-~pr-e~dents in this
case. The grlevanoe and arbitration procedures contemplated by
the Legislation and the collective agreement here under
consideration contemplate some finality to a dispute of this
particular nature. We have discerned for that reason that no
useful purpose will be served, given the evidence thmt we have
heard, in remitting the matter back to the employer. ~ather}
finality to this dispute dictates a direction ordering the
employer to credit the griever's vacation leave account as
requested in his ~rievance. In other words the grievance
succeeds. We shall remain seized for the purpose of
implementation.
- 27 -
Dated this day of February, 1989.
· . ice-Chairperson
(Addendum
/ s attached)
P. Klym - MemOer
"I dissent" (Dissent attached)
F. Collict - Member
DISSENT RE: G.S.B. - ~257/88 (MARCO~}~
This Member is in'concurrence with the majority position in this
case to the effect that the issue before the Board, as stated at
page 4, is that
" .... we must be satisfied that the employer did
not act in 'an arbitrary, discriminatory or in a
bad faith manner' in its handling of the griever's
application."
This Member also does not entirely protest the G.S.B. precedent
criteria for the evaluation of the proper exercise of the employ-
er's discretion'as set out at page 5 of the award, as follows:
"(1) The decision must be made in good faith and
without discrimination.
(2) It must be a genuine exercise of discretionary
power, as opposed to rigid policy adherence.
(3) Consideration must be given tO the merits of the
individual application under review.
(4) All relevant facts must be considered and con-
versely irrelevant consideration must be re-
jected.''
The qualification that this Member does not entirely disagree with
the above is predicated upon the contention that all members of
management do not have the wisdom of Solomon nor a Ph.D. in Psy-
chology, Science, Decision-Making~ etc. Hence, the standard of
application associated with the above criteria must be based upon
a certain degree of reasonableness.
That .is, what decision would a reasonable manager reach, given a
reasonable set of conditions - without being arbitrary, dis-
criminatory, and without bad faith? These latter three factors
must be read in conjunction with the 4 guidelines set out above.
The guidelines are not absolute relative to the decision-making
process. Very clearly then, the issue in the case and the
criteria for the evaluation of the issue must be read together.
And what do we have in the subject case?
The majority award in this case summarized at P.24 that,
" .... Mr. Parker did consider a third factor (the avail-
ability of vacation credits) which we have found to be
irrelevant and extraneous to the merits of whether the
application (for leave with pay) should or should not
have been granted. And the issue of whether that mis-
take, however inadvertant, impacted on Mr. Parker's
decision to reject must be gleaned from his own state-
ments made in response to the counsel's cross examin-
ation.''
The result of Mr. Parker's statement, so concludes the majority,
resulted in the finding
" .... that the employer violated Article 30.1 in failing
to consider the grievor's application for special leave
'fairly' in the sense that an extraneous and irrelevant
consideration contrary to paragraph 4 of the guidelines
constituted a significant factor in the outcome." (P.26)
and the majority was compelled to draw this cgnclusion based upon
the contention that,
" .... the third factor (consideration of vacation credits)
on the balance of probability had a meaningful impact upon
the result that followed." (P.25)
This Member cannot support the above-conclusion.
The issue presented to management by grievor Marcoux was whether
or not he would be paid for the leave he requested. Any manager
knows that there are alternative ways to "cover" time off with
pay. Hence, it is impossible to disassociate the matter of
alternative methods of payment for leave from the issue - and
more importantly, from one's mind - if one is the individual
called upon to make the decision in this case.
Very clearly, the fact of having available vaction credits to
cover the period of time off work has nothing to do with whether
an applicant should or should not be granted special or com-
passionate leave under the provisions of Article 30.1. However,
the fact that these credits are available and can be used to
provide income for leave taken without pay cannot be erased
from the mind of the manager.
Counsel for the Union asked witness Parker,
"Is it fair to say that the request was to be denied
because of (a) the availability of vacation credits or
(b) that the issue was not extraordinary .... ?"
Mr. Parker responded that,
"I believe there was another way for him to be with his
family .... the fact of having vacation pay facilitied
the matter of being with the family, with or without
pay." ~
What was Mr. Parker to respond? Was he to perjure himself? Was
he to deny any knowledge of the availability of vacation credits?
Was this the response that was fatal to the case for management?
Mr. Parker knew that vacation credits were available. He knew that
this was true for all employees - not just grievor Marcoux. Appar-
ently the majority position was that witness Parker should have
respondend to the issue of vacation credits on the basis that their
avalability" .... would have made no difference". (P.25) Had he so
responded it would appear that the subject case would have been
dismissed.
Interestingly enough, Mr'. Parker knew that grievor Marcoux had no
vacation credits available to him; and yet he still concluded that
the request for special or compassionate leave with pay would not
be granted. In Exhibit 6, Mr. Parker responded to grievor Marcoux
that he would not agree to the requested leave with pay;~ but he did
suggest to him that he could have leave without pay or that he could
apply for vacation credits for the following year to provide for
absence with pay. was this another "irrelevant" inference that was
fatal to management's position?
The issue before the Board in this case, as set out at page 4 of the
award, was the question as to whether
" .... the employer .... (acted) .... in 'an arbitrary,
discriminatory or in a bad faith manner' in its handling
of the grievor's application."
This Member is of the opinion that the decision made by Mr. Parker
was not arbitrary, discriminatory or made in bad faith. Moreover,
on a consideration of reasonableness as applied to the guidelines
associated with the evaluation of this issue, this Member would
conclude that the decision made by the manager was reasonable; and
that the subject grievance should have been dismissed.
F. T. Collict,
Membe r.