HomeMy WebLinkAbout1991-0550.Group.92-01-17 ONTARIO EMPL OY~'S DE LA COURONNE
CROWN EMPL O'fEES DE L 'ON TA RIO
GRIEVANCE C,OMMISSlON DE
SETTLEMENT REGLEMENT
BOARD DES GRIEFS
DUNDAS STREET WEST, SUITE 2100, TORONTO, ONTAR/O, M5G ?ZB TEcEPHONE/T~-LEPHONE: (,~ ~&) ~2~-~3~
~uE ~U~A$ OUEE~. BUREAU 2I~, TORONTO [ONTARIO), M5G ~ZB FAC$~MILE/T~L~COP]E : {4 ~6) 326- ~396
550/9[~ 566/9[
T~ CRO~ E~P~YEE8 COL~~ B~G~N~NG
Before
THE GRIE~CE 6ETTLE~ BO~
CUPE (Group Grievance)
Gri evor
and -
The Crown in Right of Ontario
(Workers' Compensation Board)
Employer
BEFORE: P. Knopf Vice-Chairperson
T. Browes-Bugden Member
C. Linton Member
FOR ~HB B. Toop
GRIEVOR National Representativ~
CUPE
FOR ~HE M. Failes
EMPLOYER Counsel
Winkler, Filion & Wakely
Barristers & Solicitors
HEARING~ October 29, 1991
November 26, 1991
DECISION
This is a classification grievance. The cas~
brought before this panel deals with three grievances. On
the agreement of the parties, the matter proceeded first on
the Wright grievance with the understanding that the panel
remain seized with the other two grievances if further
assistance is required. Thus, we proceeded first with the
evidence regarding Mrs. Wright and her duties and
responsibilities.
Marilyn Wright is employed in the Thunder Bay'
Regional Office of the Workers' Compensation Board. At the
time of her grievance, she was classified as a Pensions
Medical Secretary. She seeks re-evaluation and
reclassification of her job functions. She has worked for
the Workers' Compensation Board for five years. She was
initially hired as a Word Processing Operator. This position
was reclassified in March of 1988 to that of a Medical
Secretary as a result of a settlemeht of another
classification grievance. Then, in June of 1988, Mrs. Wright
won a competition for the permanent position of Secretary -
Pensions. The Job Description applied to her
responsibilities at that time is appended as Appendix 'A' to
this decision.
In October of 1988, a second doctor was hired onto
the staff of the Board and the griever was expected to do the
secretarial work related to pensions as well as all the
general medical secretarial duties required to assist the
doctor. She explained that her Job 'Description with regard
to the added responsibilities was that of "secretary" as
described in Appendix B. Her uncontradicted testimony is
that she performed all these duties as well as those of 'the
Secretary - Pensions. But her position is that the job
descriptions do not adequately reflect the responsibilities
and expectations of all the jobs she was expected to perform.
Essentially, her evidence is that since 198~ she has been
expected to be both a Medical $~cretary'and a Pension
Secretary all at once and yet has retained the same
classification. In other words, she does all the duties of
Appendices 'A' and 'B', ~lus additional duties and thus
claims there is no adequate 3ob description in place 'to
reflect all her responsibilities. She testified in detail as
to these additional responsibilities. They can be summarized
as follows:
Making transportation arrangements for injured
workers including,
(a) booking and consulting hotels;
(b) arranging transportation by air, rail,
bus, car or taxi;
(c) booking accommodation;
(d) issuing travel warrants and prepaid
transportation tickets;
determining meal allowances;
(f) advising and arranging for escorts and
the related transportation and
ac commod a t i on;
(g) issuing refunds;
(h) in total dealing with over $600,000 worth
of travel arrangements yearly,
encompassing 40% of her time.
2. Preparing presentations and statistical
reports for doctors including weekly, monthly
and yearly reports.
3. Preparing doctors' expense accounts, includin~
completing forms and determining
appropriateness of claims.
4. Creating filing systems for the doctors.
5. Keeping examination rooms' tidy, clean,
properly supplied and ready for each patient.
6. Requesting and obtaining Workers' Compensation
Board files for the doctors.
7. Receiving and screening all the doctors'
calls.
8. Giving doctors their lab coats each week.
9. Keeping track of al! files
10. "Imaging" files on the computer system.
11. Arranging for "hearing loss" consultations.
12. Giving advice to claims adjudicators regarding
the appropriateness of travel arrangements.
13. Making out-of-province transportation
arrangements and consultations.
14. Chaperoning all medical examinations of
females by the doctors.
15.. Processing Canada Pension Plan benefit claims.
16. Releasing files or parts thereof to injured
workers and/or his/her physicians.
17. Ensuring history of files available for
doctors doing pensions examinations.
The griever also gave evidence with regard to the
issue of accountability which is referred to in the job
descriptions. The griever's uncontradicted evidence is that
she does not actually get any "assignment" from her formal
supervisor as the current job description suggests. Instead,
the griever deals with the doctor she is assigned to and the
Claims Supervisors on a day-to-day basis.
The Employer's evidence did not challenge the
accuracy of the griever's description of her responsibilities
or her job functions, The Employer's evidence simply added a
historical context to the position pointing out that prior to
the regionalization of the Workers' Compensation Board, a
position.of Medical Secretary existed at Head Office which
consisted of all the griever's responsibilities except those
concerning the making of travel arrangements. At
Headquarters, travel arrangements are handled by a separate
classification. Once reorganization began in the 1980's, a
"generic" position of "secretary" in the regional office was
devised to cover all the .responsibilities of a medical
secretary plus the travel arrangements. This position was
established in Thunder Bay and has evolved iht6 the position
the griever now holds. The Employer's evidence, given
through Gerry Dionne, the Manager of Support Services in
Thunder Bay, conceded that neither Appendix 'A' nor' 'B'
adequately reflects Mrs. Wright's responsibility. Mr. Dionne
feels that a generic desdription of secretary to a regional
office as evidenced in Appendix "C" is accurate for the core
functions.
It is also to be noted that the appropriate
provisions applicable to this case'.are contained in thc..
collective agreement, Article 18, which reads:
Classification and Job Evaluation System
(1)(a) Every employee covered by this agreement
shall be classified under a salary grade or
level, job title and/or job description
appropriate to the occupation in which he
is regularly employed, and in accordance
with Schedule A of this agreement.
Employees shall remain so classified for
the duration of this Agreement, unless
transferred to another ~ob, or u~less the
work changes significantly, in which case
the'employee and the Union will be advised.
The parties to this agreement have also bargained
the categories that certain positions fall within for pay
band purposes. The schedules filed reveal that the Medical
Secretary, Secretary, and Secretary - Pensions all fall
within category 005 and thus within the same pay band.
The Argument
The Union asks this Board to conclude that the
duties Derformed by the grievor are not reflected in the job
description of the Secretary - Pensions, but instead should
be viewed as encompassing that job as well as the "secretary"
as well as further additional duties mentioned above. It was
argued that these additional duties and the totality of the
duties are sufficiently different to alter the core or
essence of her job and thus warrant reclassification. Her
uncontradicted evidence was that she spent 30% of her time
doin~ clerical, 30% of her time doin~ secretarial and 40% of
- 6 -
her time on transportation work. It was suggested that the
significant aspect of transportation arrangements is not
reflected in any of the job descriptions and reflects the
core function of her .job. The Union pointed to all the
additional duties mentioned by the griever and suggested that
they are not adequately reflected in any existing job
descriptions. Thus it was said that the job is "distinct"
from any existing job classification and should therefore be
reclassified. The Union relied on the case of Kirkland Lake
Board of Education (1987), 28 L.A.C. (3d) 252 (Wilson). The
Union asked this Board to declare the griever improperly
classified and to order the Workers' Compensation Board to
create a new job description and arrive at a new rating for
the 3ob in accordance wit5 the Crown Employees Collective
Bargaining Act.
Counsel for the Employer agreed that this Board has
jurisdiction to require the Employer to do a new evaluation
of the job if the Union is able to demonstrate that ~there has
been a "significant change" in the job functions so as to
amount to a new job being created. The EmDloyer relied on
the cases of Bethune and Workmen's Compensation Board, GSB
Fi~le 70/77 (Adams) January 5, 1978 and Sperry Inc. (1985),
20 L.A.C. (3d) 384. In the case at hand, counsel for the
Employer took the position that the griever did take on more
generalized duties over the course of ~,ears so as to take her
beyond the Secretarial Pension job description. However, it
was submitted that the job remained within the generic
category of a secretary which, under the collect%ye
agreement, stays within 'the same wage level and thus no new
classification has been created. It was submitted that. there
was no evidence to show that there has been any significant
changes over the course of years in respect of the
secretarial functions. While the Employer concedes that the
griever has not had a proper job description assigned to her,
it was said that the generic description of the secretary in
- 7 -
the rcgional office which falls within the same wage category
as the Medical Secretary is appropriate. It was conceded
that the job description may not set out in detail the amount
and significance of responsibilities Df the grievor,
especially with respect to travel arrangements, however it
was stated that the purpose of a job description was not to
contain such detail, but rather to describe the job.
The Decision
In order for the Union to succeed in this case, the
Union must show a "substantial" or "qualitative" difference
in the actual job functions over the duties recognized in the
present classification. Both parties agree that that is the
applicable test. The Employer's evidence candidly concedes
that the job description that the grievor was told was inet
position at the time of the grievance is not adequate.
Neither Appendix 'A' nor Appendix 'B', taken individually or
together, cover all the job functions expected of the
grievor. The Employer did suggest that a proper
classification of the grievor could be that of "secretary" as
described in Appendix 'C' and invites a declaration to that
effect. Thus, we can look at that job description and
compare it with the uncontradicted evidence of the grie%lor.
That job description is very broad. It does not reveal,, to
an unsophisticated reader, the complexities or the
intricacies of many of the critical'functions performed by
the grievor. For example, one would not imagine the marly
aspects of tho resgonsibiiities involved in "issuing
transportation warrants" or "making .hotel reservations" as
the grievor described to us in her testimony. But the
purpose of a job description is not to list details.
Instead, it is to refer to generalized job functions and to
give both the employer and the employee an idea of the
expectations of the position and the incumbent. With this in
mind, it must be concluded that, with OhO exception, the job
- 8 -
description of Secretary does seem to cover all the griever's
responsibilities. Her "secretarial duties" ca~ be see~ to
cover all the filing, communication and expense claims duties
she listed in her testimony. The "arranging doctor/patient
appointments" can be seen to cover all the transportation
functions both within and outside of Ontario, and the
arranging of consultation with specialists such as the
"hearing loss" appointments. The duty to "mainta{n patients'
records and doctors' files" encompasses all the statistical,
filing and reporting functions done by Mrs. Wright. The only
significant duty performed by Mrs. Wright which the job
description does not reflect is that of chaperoning the
female patients during examinations. The silence on this
~oint invites dissatisfaction from an incumbent. But the
facts reveal that this chaperoning function has been
~erformed by the Pensions Secretary, the Secretaries, and the
Medical Secretaries over a number of years. There have been
no changes in this regard. .The evidence also reveals that a
considerable amount of time may be devoted to this function.
But it cannot be said, on its own, to be so significant as to
alter the fundamental nature or the core of the job so as to
change it from one job into another.
Ail these factors lead to the conclusion that
Mrs. Wright was imDroDerly classified as a Secretary -
Pensions at the time of her grievance. Instead she was
actually a "Secretary" within a regional office and deserves
recognition as such. But, since the parties have agreed in
the collective agreement that a "Secretary" is within pay
band 005 no further remedy can be granted.
In the result, the grievance succeeds to the extent
that we declare that the griever ought to be classified as a
Secretary within the regional office of Thunder'Bay. This
declaration does not result in any change of compensation.
However, we urge the Employer to draft a more accurate job
description to avoid grievances Like this in the future.
Further to the agreement of the parties, the Board
remains seized with the other two grievances.
DATED at Toronto, Ontar[0 this 17t~aY of January,
1992.
~ha i rpe rs-on
Bu%~~e r
C. Linton - Member
APP~,MD[X 'A'
D/:PA~TMEHT: ~e~lon~l Oper~tione O1
NUMBER ~UPEBVISED: Nil
R~PORT3 TO: 8u~ervisor, Office Services ""~ .... ~,~
· 3ALARY OaAD~: 00~ ~_
CORE FUNCTION:
Perform clerical duties related to peusious examinations and
secretarial duties for a Medical Advisor in a Regional Office, or a
visiting Pension Medical Advisor.
TYPICAL DUTIES:
1. Maintains a 50 card system on an ongoing basis in order to set
pension examiuatlous for injured corkers and handles related
duties by:
- receiving 50 cards fro~ CiaIm~*AdJudicato~ and sorting in d:
and location order
- preparing a list of 50 card dbtails including prior claims
forearding to the Records Control Clerk for pulling of clai
files
- ~tching infor~ation on 50 cards eith information in claim
files and updating vith required information (e.g. size of
file, address, firm and rate number, area of injury, prior
claims, etc.)
- requesting outstanding prior claim files, if required.
- foreardlflg files to appropriate Pensions Adjudicator for
reviee.
2. Arranges doctor-patient &ppolutmeuts for pensions exa~iuations
by:
-. setting appointment times for injured workers to be examiu~
Board doctor and to see Pensious.Adjudicmtor, according to
established procedures
- updating 50 c~rds ~o reflect appoiu~ment information,
reqeired
- preparing and fo~arding letters to injured ~orkers, advisi
of appointment details and asking if ~rauspor~atiou
r~uired
- arrau6iug rail/bus/mir transportation and acco~odatioa
luJured eorkers, If required
- issuing transportation warrants
- placiu{ identifying jacke~ on each claim file where a pens
examination has been ~oked
- preparing ~mos to the claim file -esardin8 pension examiu
appoiutmeu~ nudging up jackerS,if required
- prep~ring aud fo~arding drafg Zrip schedule to Board d~ct
nad others, if required
- uodatine and forwardiu~ trio schedule as cancellations.
TYPICAL DUTIg3: (cont'd)
3. Performs secretarial and clerlca: duties related to 9enstoaa
e~aminatioas by:
- transcribing, from dictating equipment ax~P/x~r ehorth&~d
~etters, memoranda, reports, medtc~ reports, etc.
- ~aseetin8 telephone, tespo~dL~$ to touti.ae queries,
mesas&es, referrin& callers
- pbo~ocopy~n~ ~s required
- ~y ~ke arrangements ~or tr~ps the ~ed~c~l Advisor ls~r~
to t~ke
- ordertu$ supplies
- ensurio8 ex~mia~tioa room ~s prepared amd examia~tioa ro~
office supplies ~re available prior to pensions ex~minatio
- handling enquiries reg~r~im~ 50 c~tds or pension examia~t~
appointments
- completing ~athl~ statistics oa 50 c~rda, pension
appolatments, etc, as required
- placing cop~es of ~asioa ezamiaatloa reports oa approprlA
claim files and returning files to pension adjudicators.
4, Mag perform secretarial duties for other areas as r~uired.
5. May ensure Proof of Age doc~euta have been received ~or
cmpit~li~ed value of ~usious, tf r~uired
- verifying l~at o~ Pr~ of Age still outstanding using VDT
- r~uestlng :Xles and reviewinq to ~ee t~ Proof of Age has
received
- forwarding letters to injured workers r~uestiag outstaadl
Proof of Age, and maint~lning follow-up system
W. ~tcbing Proof of Age doc~enta received e~th file,
teturnin~ original dec--eats to ~nJuted eorEer
- for~atdia& file to ~yment ~tea :or verifying ~ccurac7 of
of Age and updating o~ visual.
~. Performs other related duties as assigned or required.
ACCOUNTABILITY: .
Reports to Supervisor, Office Services (Thunder Bay'),
May 16, i988. cout'
1. Commuuicates with members of the st&fl in various Areas of tb~
Reglonal Office tncludin~ Records Controt.Clerks, Pensions
Adjudicators, ~ed£cat Advlso~e, Peastoa Yedical Advisors, as ~
as oC2e~ Regions! and Head Office s~aff.
Communicates wl~ individuals outside t~e ~oard including icj
workers~ e~c.
BASIC
Grade 12 commercial educ~;~on or equivalen~.
2. I/edlcal ~ecre~arl&l
eor~ expe~lence.
3. One to thr~e years' expe~ience.
4. Go~ typing and dict~ s~llls to W.C.B. ~tandards.
5. General knowledge of Board policy desirable.
Prepared by: Da:e' i-
(Thunder Bay)
~e~vices (Thunder Bay)
16, 1988.
OZZice.
Arrange doctor-patient appointments or hospital adeission by:
- ·skins ·ppot'nt~entn for injured ~orkern ~o'~ exa~ned by
d~tor, eaaur2n~ tba~ tX,Is ti in o~er
" - -' .~zi~rXn~ for ?e~ ~r~atore a lint o/ ~ltrd :~xa~na~!on
- i~alxlg for ~ll~oai to ~o~i~ ~bil%~ation ~nCre
3. ~e all ar~nie~nta for Patlen; attendance at ~a~ Clialc,
lacAedl=l mh~of op~iot~nt, notifying ~tien~, preparing
etc.
4. Maintain patlen~o' records and d~ors' files
- ch~kLog lad ~rting tacking
- arr~nging patient's Md~cal f~le In proof order
- arrln~in~ delivery or pick-up of fllel f~ outside
~ueated by connultantn and approved bf ~dlcal Adviser
- requesting clain files in eesponse to rush ~.il o~ ~elepbon~
/
¢lleat i vices , .~ -- ~--
~, .Thunder la! 1411oas! Office
3icretary-O05 - 3 -
TYI){CAL DO, I{3: (¢on~'d)
- maintaining a weekly worksheet of riles ired pa~leo~o mee~ b~
oafe-luarded.
5. perform ot~er rela~e4 duties as tseiCa~ or r~uired.
ACCOONT& B I t ITT:
llepor~a to the Supervisor, O~fice Services. Receive aasignmeets an~
guida=ce os work-related activities from Medical Advisor to vhom
8ecret~ry is aesigeed,
LATBRAL RgLATION3HII~3:
1, Communicate with members of the staff in various areas of the
Regional Office
Rehabilitation, Health ~re ~ae~it8 and A~aistrative Servic,
am well aa ltaff at Head Office and ~nsviff Rehtbilitatiofl
Centre.
2. Co~u~te wit~ tndZvidual8 outside the hrd lnoluding, lnjur,
'. ,.'. worker~ ~ployefm, treating ~n~ea, d~rs, e~-; ' .'.
BA3IC R~qU IR~M~ffTfl:
I. Grade I3 comsmrelal education or equty~lenC.
Medicil Secretarial T~ninf Course or ~ul~ilent directly re~
eor~ experience.
3. Ooe to three yea~s' experience.
4. Good typinf sad dicta o~llo to w.C.B. 8~andards.
5. Facility ia an additional language would be an asse~.
February 10, 1988. coot'd,
' T~a~der B(! lel~oa&~ Ott~ce
8ecret&ry-O05 . 3 . ~
8. Genera! kno~tedwe of Board pottcy de,trtbte.
'8~pervisor~ Ot~tc, ~rv~ce~
(Thunder Bay)
· ~na~er, Admtaiatr~ttv~
3ervtce, (Thunder ky)
February I0, I988.
- m~al ~p~iat~fle ~or ~jurd vorte~ ~ ~ ~a~ b~ ~trd
-. - p~r~al for
ap~ta~neate
tll~ll tlOU
- ~r~%~ do~%ver7
~q~,.%~ b7 ~oamu2tantn ~d
ju~4 23, ~_.OH.
LAT.gRAL RBLA?I..ONSilIP8:
Z. Commntaste v/ti3 Mmbore o~ the s~&.~.~ ~n vBrtmm trele of -~,~.
BASIC.