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HomeMy WebLinkAboutGosselin 99-09-01 IN THE MATTER OF AN ARBITRATION BETWEEN: CONFEDERATION COLLEGE (THE COLLEGE) AND: ONTARIO PUBLIC SERVICE EMPLOYEES UNION (THE UNION) AND IN THE MATTER OF THE GRIEVANCE OF KIMBERLY GOSSEL1N (#97D295) BOARD OF ARBITRATION: Howard D. Brown, Chair Jon D. McManus, Union Nominee Rod Halstead, College Nominee APPEARANCES FOR THE COLLEGE: G. Lorne Firman, Counsel Doug Demeo, Dir. HR Joanne Kranyak, Mgr. ER APPEARANCES FOR THE UNION: Mary Anne Kuntz, Grievance Officer Kim Gosselin, Grievor A FURTHER HEAR1NG IN THIS MATTER WAS HELD AT THUNDER BAY ON JUNE 23, 1999 AWARD By its award dated December 31, 1998, the Board reserved its jurisdiction to determine remedy and compensation as a result of the reinstatement of the Grievor in her employment with the College as set out in the majority award of the Board. Following its release, the Board was requested to reconvene to deal with these issues as the parties were unable to settle them directly. At this heating, the parties dealt with the remedial issues remaining in dispute between them which concerned the extent of the penalty, compensation payable to the Grievor including wages, vacation credits, sick credits and interest. As well, the Union submitted that there should be an additional amount paid by the College for compensation for the tax implication which could arise from a lump sum payment to the Grievor in this tax year. In order to deal with the items relating to compensation, it is first necessary for the Board to resolve the extent of the penalty which was not determined in its award. The Board found that while the College had cause to take disciplinary action against the Grievor, the penalty of discharge was excessive and exercised its discretion to substitute a penalty of suspension. The Grievor was reinstated in employment with the College on February 1, 1999. We refer in this regard to the following excerpts in the majority award of the Board: " The essential purpose of the application of disciplinary penalties is to correct improper culpable behaviour of an employee. The College submission is that the final incident exemplified that the application of previous discipline had not corrected the Grievor's work performance which was repeatedly careless. We have found that indeed there was cause to take disciplinary action but we conclude on all of the evidence that the penalty of discharge was not a reasonable response in all of the circumstances and was too severe in that further corrective action should have been taken by the College with an increased penalty but without loss of employment. We are satisfied on the evidence that the Grievor was well on her way to correct past errors and to meet the reasonable standards of the College applicable in her work area at the time of the final incident, the circumstances in which that incident must be assessed for this purpose has been set out above. In the application of the progressive disciplinary principle which is the policy of the College, the essential purpose is to correct unacceptable conduct and to alert the employee of the employer's dissatisfaction. In the circumstances of this case, that effect will have been achieved by a substantial suspension without pay together with a final warning that the Grievor's employment is subject to termination upon repetition of unacceptable work performance. This is not a case where deterrence becomes a factor in the assessment of discipline as this is related to a personal circumstance of the Grievor and her work relationship with the College and performance of her regular functions as a Clerk in the Shipping and Receiving area which is of an individual concern not related to any other employee of the College." Atp. 62: " The Grievor took responsibility for her carelessness in this incident and recognized that it was her error which caused the missed shipment of the important documents in the parcel for which she immediately apologized when the situation was brought to her attention on January 6th. The teamwork which Mr. Blundon continually stressed to the employees in the Shipping and Receiving area particularly when the staff had been reduced by one employee which increased the duties of the others, was substantially lacking in the department at this critical time which we believe was a contributing factor in the oversight and delay of this parcel. As well, we have considered that there was no negative consequence to the College in the result. While therefore the Grievor's carelessness was a cause of the incident of the delayed mailing of the parcel, we find that there are factors of mitigation which we have taken into account as to the seriousness thereby to be attributed to the final incident..." The submission of the Union is that a substantial penalty indicated by the Board should not exceed 30 days where the Grievor had accepted total responsibility for the final incident and her prior disciplinary record had minimal consequence subject to which the Grievor should be fully compensated and without loss of seniority. The Grievor had obtained other employment within three weeks of her termination by the College and earned approximately one-half of the amount she would have received from the College had she not been discharged. This employment was her only source of income and the Union objected to the request of the College for production of her income tax returns for the years involved in her claim. Re Canada Post Corp. and C.U.P.W. (Allan) (1993), 32 L.A.C. (4th)129 (Blasina) The College's position is essentially that the penalty of suspension should apply from the date of discharge to the date of the award and that no compensation be awarded in that period. Reference to the penalty issue was made to the following awards: Re City of Ottawa and Ottawa-Carleton Public Employees Union, Local 503, 65 L.A.C.(4th)299 (Thorne); Re Sault College and O.P.S.E.U. (unreported, Swan, July 6, 1993); Re The Dryden Municipal Airport Commission and Local Union 1730, I.B.E.W. (unreported, Springate, November 30, 1987); Re Canada Post Corp. and C.U.P.W. (unreported, Tom Jolliffe, September 30, 1993); Re ChromoloxCanada Limited and U.A.W. (unreported, Rayner, April 29, 1986); Re Canada Safeway Limited and U.F.C.W., Local 1518 (unreported, Glasner, July 17, 1995); Re PPG Canada Inc. and Aluminum, Brick and Glass Workers International Union, Local 248G(unreported, Samuels, July 27, 1987); Re MacMillanBloedel Ltd. and I.W.A., 33 L.A.C.(4th)288 (Hope); Re Dover Corporation (Canada) Limited and International Union of Elevator Constructors', Local No. 82 (unreported, Glasner, April 10, 1996); Re New Dominion Stores and R.W.D.S.U., Local 414 (unreported, Clement, March 16, 1994); Re Government of the Province of British Columbia and British Columbia Government Employees Union (unreported, Kelleher, July 10, 1987); Re Canada Safeway Limited and Manitoba Food and Commercial Workers Union, Local 832 (unreported, Baizley, October 27, 1987); Re Treasury Board (EmDlovment & Immigration) and Qui~lev, 31 L.A.C.(3d)i 56 (Cantin); Re Canada Post CorD. and C.U.P.W. (Gagnon), 8 L.A.C.(4th)97 (Thistle); Re Nova Scotia Liquor Commission and Nova Scotia Government EmDlovees Union, Local 470 (1993), 37 L.A.C.(4th)185 (Outhouse); Re Canada Post CorD. and C.U.P.W. (Bauer) (1998(, 1 L.A.C.(4th)156 (Thistle). The assessment of an appropriate disciplinary penalty to be applied in the discretion of the Board to amend a penalty of discharge is made more difficult when as in the present matter, there have been extensive hearings and the matter has taken almost two years from the date of discharge to be completed. In other awards dealing with termination of employment where hearings have been completed within about twelve months of the termination date, where it has been found to be justified, arbitrators have reinstated the grievor in employment but without compensation with the time off work recognized as the period of suspension to be imposed. This Board has, for the reasons stated in its award, determined that the penalty of discharge was excessive in the circumstances but that a substantial suspension was justified and mitigated the penalty of discharge based on the factors set out in its decision. To complete its award and having considered the submissions of the parties on this issue, the Board has taken into account the circumstances of the final incident involving the Grievor's carelessness and the effect of the mitigating factors as found. The Board has also considered the Grievor's seniority and past disciplinary record, the circumstances of which were set out in the award but which remained on the Grievor' s personal record of employment as of the date of her termination. At p. 54, the Board stated: "The Grievor understood that she had been suspended for the reasons stated in the disciplinary notices and admitted carelessness and acknowledged her mistakes. The Grievor did not request a removal of any of the disciplinary notices under Article 16.4 so that all remain on her file." At p. 66, the Board stated: "We indicated at the hearing that the Board would admit evidence concerning the circumstances in which these disciplinary penalties were issued but that it could not make any determination as to the justness of the discipline imposed as they were either not grieved or grieved and settled and all remain as part of the Grievor's disciplinary employment record and must be considered as such..." Further at p. 67, the Board stated: " There is evidence of explanations and mitigating circumstances with regard to the disciplinary actions taken in 1995/96 but which remain on the employment record of the Grievor and must be given due consideration. Nonetheless, both the five-day and two-day suspensions which were grieved and resolved by the parties to remain as suspensions on record but with pay, reflect an acknowledgment of contested areas of mitigation which affected the reduction in the penalties. While the suspensions as such remain as discipline of record, the financial adjustment reduces the extent of the significance of these suspensions as a disciplinary penalty and although they cannot be considered as a written warning, they have a lesser effect than a suspension with a significant monetary penalty. In our view, the parties considered the circumstances of the events giving rise to those suspensions and agreed to maintain the disciplinary record which is a penalty in a negative reflection on the Grievor's employment relationship but there has been an easing in the effect of the suspensions but which as adjusted, remain on her employment record..." The majority of the Board did not consider the merits of the parties' positions with regard to those grievances, the results of which are considered as being the Grievor's disciplinary record. Article 16.4 of the collective agreement provides that: "Each employee may, once each calendar year, request the removal of a disciplinary notice that has been in his/her official personnel file for more than one (1) year. The removal of such notice shall be at the discretion of the College. Such discretion shall not be exercised unreasonably." The evidence is that the Grievor did not exercise her right to request the removal of any of the disciplinary notices on her file and so to request the College to exercise its discretion in that regard. The Board does not within the collective agreement have the authority to alter the Grievor's disciplinary record by removal of any of the disciplinary matters on her personnel record. The terms of this Article require that the employee make a request and the College to consider such request and as that had not been done by the Grievor, no issue arises as to the exercise of the discretion of the College. The facts in the awards referred to by the parties on which the arbitrators' conclusions are derived differ from the circumstances of this grievance but it is useful in considering the assessment of the appropriate extent of a substantial suspension that in some of these other cases, reinstatement in employment has been ordered without compensation for a period of approximately one year as in the Dryden award. Arbitrator Thistle in the Canada Post award, dealt with a discharge for a theft from the mail and determined that a lengthy suspension amounting to one year without pay would be substituted for the discharge. In the Ottawa General Hospital award, there was a review of the penalty in circumstances involving a serious medical error and the Grievor's prior disciplinary record which included a 5-day suspension, and the Board substituted a 12- month suspension without pay for the discharge penalty. The Board has ordered the Grievor's reinstatement subject to a substantial suspension with a final warning against repetition of unacceptable work performance. Having regard to the submissions of the parties and in all the circumstances relating to the disciplinary penalty of the Grievor as more particularly set out in the Board's award as to the final incident and the Grievor's previous disciplinary record, we conclude that a 12-month suspension without pay but without loss of seniority or other benefits was justified as an appropriate disciplinary response. The essential purpose of the imposition of discipline is corrective and rehabilitative of the employee in the workplace as recognized by a progressive discipline policy which the Board acknowledged that the College had applied but in our opinion, with an excessive penalty to the Grievor in the circumstances. Therefore, the Board therefore finds and directs that the Grievor's record shall be amended by the substitution for the penalty of discharge by a suspension for 12 months without pay from the effective date of her termination on January 20, 1997 but without loss of seniority or benefits. Subject to the foregoing, the Grievor shall be compensated for her loss of earnings from the expiry date of the suspension to the date of her reinstatement in employment on February 1, 1999. The Grievor was successful in mitigating her damages by obtaining employment within three weeks of her termination by the College. The amount of her earnings for the period in which compensation is payable by the College shall be deducted from the amount of earnings she would have received had she been employed by the College in that period. It is not unreasonable and is indeed generally accepted that to confirm the amount of an employee's earnings to establish the correct amount of compensation, that income tax returns covering the period in review may be requested and considered to determine and verify the actual amount required to be paid to the employee. The Board therefore directs that the Grievor provide the College with her income tax return for the taxation year of 1998. The amount of vacation credits and sick leave credits to the Grievor's account are not at issue. The Grievor shall receive the vacation credits applicable to her period of absence for a total of 38.9 days based on her service. Simple interest shall be calculated and paid on the amount of compensation to the Grievor on the basis of the formula set out in the Hallowell House Limited award. For this purpose, we note that the rate set by the Bank of Canada when the complaint was filed in January 1997 was 4.75%. The Board rejects the Grievor's claim for an adjustment to the total amount of compensation payable to her as a result of this award as further compensation to cover any tax consequences from receipt of the lump sum payment in one year. In that regard, we have reference to the Ottawa General Hospital and OPSEU, (unreported, Roach, May 28, 1991) in which the Board followed the decision of Arbitrator Jolliffe in Re Canada Post Cord and C.U.P.W., 6 L.A.C.(4th)232 in which the Arbitrator stated: "Likewise the fact that the grievor will receive her monetary compensation package lump sum, putting her in a higher marginal tax bracket is, in my view, too remote a heading of damages. ! know of no cases where an employer has been directed to pay additional compensation because of the tax ramifications of a lump sum payout and am not prepared to find that heading a foreseeable consequence of the discharge." We are satisfied in the circumstances of the present matter that the ratio of that decision should be followed. Therefore, the Grievor's claim for additional compensation for her tax liability is not allowed and is dismissed. The Board directs the parties to determine the exact amount of compensation to be paid to the Grievor in accordance with the terms of this award. The Board retains its jurisdiction as to the implementation of this award and the amount of compensation payable as a result thereof. DATED AT OAKVILLE THIS DAY OF SEPTEMBER, 1999 Howard D. Brown, Chair Rod Halstead, College Nominee Jon D. McManus, Union Nominee