HomeMy WebLinkAbout1991-0739.Fox.92-11-19 ONTARIO EMPLOYES DE LA COURONNE
CROWN EMPLOYEES DE L'ONTAR~O
GRIEVANCE C,OMMISSlON DE
SETTLEMENT REGLEMENT
BOARD DES GRIEFS
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739/91
IN THE MATTER OF AN ARBITR~TiON
Under
THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT
Before
THE GRIEVANCE SETTLEMENT BOARD
BETWEEN
OPSEU (Fox)
Grlevor
- and -
The Crown in Right of Ontario
(Ministry of Correctional Services)
Employer
BEFORE: N. Dissanayake Vice-Chairperson
P. Klym Member
D. Montrose Member
FOR THE P. Chapman
UNION Counsel
Ryder, Whitaker, Wright & Chapman
Barristers & Solicitors
FOR THE R. Barrette
EMPLOYER Counsel
Legal Services Branch
Management Board of Cabinet
HEARING October 1, 1991
February 13, 14, 17, 18, 24, 1992
April 29, 1992
May 1, 21, 1992
2
DECISION
Ms. Tricia A. Fox, a probationary employee with the Ministry
of Correctional Services, at its Planning & Evaluation Branch in
North Bay, Ontario, in'the position of Research Officer (commonly
referred to as Senior Project Officer) was released pursuant to
section 22(5) of the Public Service Act, for alleged unsatisfactory
work performance. Ms. Fox grieves that She was unjustly dismissed,
and seeks reinstatement with full pay and benefits retroactive to
date of dismissal.
The hearing in this matter commenced on October 1, 1991.
Evidence was adduced over eight days, during which period 85
exhibits were filed. Subsequently the parties made written'
submissions, the last of which was received by the panel on August
10, 1992.
The Planning and Evaluation Branch is headed by a Director,
Mr. Paul Whillans. The Branch consists of three units, one of
which is the Programme Development and Evaluation Unit, more
commonly referred to as the Research Unit. Dr. Robert Saltstone
was the Manager of the Research Unit. This unit consisted of two
sub-groups - the Statistics Group and the Research Group. Each
group had a supervisor, holding the position of project
coordinator, who reported to Dr. Saltstone. Under the Statistics
Project Coordinator there were 3 statistics officers. In the
3
Research Group, there were 2 Senior Project Officers, who reported
to the Research Group Project Coordinator.
The statistics Lgroup employees maintained operational
statistics pertaining to the Ministry, such as inmate counts,
probation counts, admissions etc. The evidence is that their
positions largely consisted of clerical and data management duties.
The Research Group employees' main role was the completion of
research and evaluation projects as assigned. They submitted the
completed research projects to a committee known as ACRE (Advisory
Committee on Research and Evaluation).
Given the nature of the duties involved in the Research Group,
the key players involved in this dispute are highly qualified
people. The grievor is no excepti'on. Her credentials include a
Bachelor of Social Science degree in Physical Education from
Australia, and a Master of Education degree in Adult Education from
the University of Manitoba. At the relevant time Ms. Fox was
working towards abPhD from the Faculty of Education, University of
Manitoba. She also had numerous journal publications and
presentations Of papers at conferences.
On March 31, 1990 Ms. Fox applied for the position of Project
Coordinator of the Research Group, which had been aduertised. In
the letter of application she states that her research skills are
"in both the statistical and qualitative methods". She was
4
interviewed by Dr. Saltstone after which they had a further
discussion over lunch. In total the discussions lasted some 2-1/2
hours. Both Dr. Saltstone and Ms. Fox agree that during these
discussions Dr. Saltstone mentioned that quantitative research
skills including measurement and statistical analysis were an
important skill to perform the research undertaken by the Research
Group. The grievor indicated that it was not her strong point.
According to her, he responded by stating "that's ok because we
have two statistics officers." Dr. Saltstone denied this. He
testified that Ms. Fox stated that she was willing to brush up in
that area.
Dr. Saltstone did not feel Ms. 'Fox was qualified for the
Project Coordinator position. However, based on a review of her
resume and the discussions, he felt that she was qualified for a
position of Senior Project Officer. She was offered that latter
position. Ms. Fox had a concern whether it was prudent to suspend
her doctoral studies to accept that lower-ranked job and made
inquiries about the wages. Dr. Saltstone advised her that he would
be able to offer' her the starting wage rate of a project
coordinator.- She accepted the Senior.Project Officer position on
that basis.
The letter of release dated May. 22, 1991 identifies three
areas where the grievor's work performance was seen as deficient.
These are:
5
(a) Demonstrated weakness in the application of standard
research design.
(b) Demonstrated weakness in the application of inferential
statistics
(c) Unsatisfactory performance in written products.
The union's position is summarized in the written submissions
as follows:
· It is submitted that, as detailed above, the evidence in
this case clearly demonstrates that the Ministry's
decision to terminate Ms. Fox was not taken "reasonably
and in good faith", as that phrase has been interpreted
by previous panels of this Board. To summarize the
argument as it appears above:
A The decision to terminate was not'taken in good
faith as the Employer
1) Failed to give the Grievor an adequate
opportunity to meet the expectations of the
job as the Grievor was -
(a) not provided with adequate training and
familiarization;
(b) not provided with adequate instructions;
(c) not provided with adequate feedback;
(d) not provided with an adequate remedial
program; and,
(e) not assessed according to a consistent
standard of review, with an appropriate
workload, and with appropriate timeliness.
2) Acted with an i~proper motive as the monitoring
of the grievor and the decision to terminate
was "coloured" -
(a) as a reprisal for the Grievor's complaints
to W. Gibson/P. Whillans; and,
6
(b) by the Grievor's poor relationship with Dr.
Saltstone;
(c) which was confirmed by the Employer's
conduct of the grievance hearing.
B The reasons on which the Employer relied in
terminating the Grievor are unreasonable and/or
bear no rational relationship to the facts
established by the evidence.
The parties are in general agreement as to the limits of this
Board's jurisdiction to review a decision by the employer to
release a probationary employee. The test in the private sector
has been stated as follows by Callaghan J. in Re Municipality of
Metropolitan Toronto, (Div Ct.) quoted in Re Municipality of
Metropolitan Toronto, (1984) 18 L.A.C. (3d) 52 (O'Shea) at p. 56:
The municipality is not required to justify the
dismissal by affirmatiuely establishing reasonable or any
cause. A probationary employee would be entitled to
succeed on a grievance in relation to discharge only if
he were able to affirmatively establish that the action
of the employer was taken in bad faith in the sense that
the decision was motivated by unlawful considerations or
resulted from management actions which precluded the
probationary employee from doing his best.
In various decisions of this Board.the standard of Yeview has
been described in different language. However, generally the
Board's approach is in harmony with the test set out by Callaghan
J. see, Re Abdulla, 1103/85 (Verity), Re shiralian, 914/86
(Roberts), Re Shaw, 410/88 '(Barrett) , and Re Speevak 1578/89
(Verity)'.
7
In Re Sheppard, 2492/86 (Slone), the Board reviews its
jurisprudence and at pp. 14-16 discusses the extent to which the
Board is entitled to review a release of a probationary employee.
It can be argued with some logical-force that this
Board does not sit as an appeal tribunal from the
decision by a Deputy Minister to release a probationary
employee for failure to meet the requirements of the
position. We are not entitled to substitute our
assessment of the probationer"s job performance for that
of the Deputy Minister. However, the jurisprudence of
this Board entitles us to review certain aspects of the
release. The considerations fall within three somewhat
overlapping categories:
A. Lack of Good Faith:
If the Employer lacked good faith in releasing the
probationary employee, then the ostensible "release" will
be considered actually to have been a dismissal, which
can be grieved under Section 18(2) (c) of the Crown
Employees Collective Bargaininq Act. Clearly the bad
faith, if found, must be relatively serious.
B. Unreasonable:
While this term is utilized in the earlier decisions
we do not take it to mean that we can review the merits
of the employee's job performance and reinstate him if
we find that the assessment was "unreasonable" that the
employee had not met the job requirements.
Reasonableness in his context is a species of good faith.
Whereas the phrase "bad faith" could encompass a release
improperly motivated or maliciously intended,
"unreasonableness" speaks more to an objective assessment
that the release did not flow logically or rationally
from the facts. If, for example, there was simply no
evidence that a probationary employee had not fulfilled
or could not fulfil the job requirements, then no matter
how well meaning were the actions of his superiors, the
release would have been an unreasonable' exercise of
.authority.
C. Rational Relationship Between the Facts and the
Release:
This factor is nearly synonymous with
"reasonableness". If the Employer's assessment that a
certain set of facts justifies release is "irrational"
on any half-intelligent view of the matter, then the
8
release becomes a discharge and can be reviewed. The
"rational relationship" test should not be placed too
high. It is easy to brand as "irrational" any thought
process or decision with which one does not agree. The
Deputy Minister must be free to make decisions, without
being found to have acted irrationally merely because a
Board of arbitration might have come-to a different
conclusion.
The employer agreed to proceed with its evidence first. Mr.
Paul Whillans, (Director of the Branch), Dr. Robert Saltstone
(Manager of the Research Unit) and Dr. Stanley Halliwell (Project
Coordinator, Research Group) testified on behalf of the employer.
Mr. Whillans testified that it was his decision as designee of the
Deputy Minister, to release Ms. Fox and that while he relied on the
comments and opinions of the grievor's direct supervisors, Dr.
Halliwell and Dr. Saltstone, he also exercised his own judgement
about the grievor's work performance based on his personal
knowledge. The evidence indicates that Senior Project Officers
work on research projects assigned to them. Evidence was led about
the various projects undertaken by Ms. Fox during her period of
employment. While both counsel took the witnesses through the
minute details of the work produced by the grievor and the comments
and criticisms of the same by her supervisors, it is not useful to
review that evidence in detail in this award. Suffice it to say
at this point that generally the supervisors were of the opinion
that many of those assignments had technical deficiencies and/or
spelling, structure and.format problemS, as well as serious~ flaws
in research methodology. The grievor, as a general matter did not
9
dispute that the alleged deficiencies existed. However, she
provided explanations as to why she did what she did. For example,
she claimed that in some cases she was not provided clear
directions as to what exactly she was expected to do, and in
another she felt that the information required was not readily
available. With regard to the spelling and formatting problems,
her position was that she expected trhose to be corrected by the
unit secretary who did the typing.
Now we turn to the union's case.
(A) BAD FAITH
(1) Inadequate oDDortunity to meet job .expectations
(a) Training and Familiarization
The union relies on the evidence that the grievor did not see
a copy of her job derscription until January 1991, that she
received no formal training and that there were no formal meetings
between the grievor and her supervisors to discuss her job
responsibilities or office procedures. Counsel further points out
that at the time Ms. Fox commenced her employment, the Branch had
just moved from Scarborough to North Bay and that during the
transition'period the office was in a stat~ of disorganization with
employees sharing offices and documents stored in cardboard boxes.
Counsel submits that while the grievor had a general idea about
the work of the unit and her own role within it, she was not
10
provided a clear understanding about the expectations of her job
and the criteria against which they were being measured.
Cb) Adequacy of instructions
Counsel points out that on assignment of projects the practice
of the supervisors was to provide instructions orally. She submits
that these instructions were often vague and incomplete. It is her
position that the lack of clear instructions contributed to the
grievor's difficulties in demonstrating her ability to meet the
requirements of the job. It is further submitted that Ms. Fox
received conflicting instructions as to which type of format is to
be used.
Counsel points out that most of the feedback was provided by
way of editorial comments scr~bbled on the drafts. There was
little feedback provided through discussion. The union takes the
position that the grievor was first orally apprised of those
concerns at a meeting on February 1st 1991, and that written notice
of those concerns was not provided until March 8/91. C o u n s e 1
submits that-it ih important that a probationary employee be
provided with feedback, in a timely fashion and with sufficient
formality. It is submitted that the delay in providing the grievor
with adequate feedback and the 'nature of the feedback received
prevented the grievor from demonstrating her ability to perform the
job.
(c) Adequacy of Remedial Programme
The evidence indicates that prior to the grievor being hired,
she acknowledged and made her supervisor aware that she was weak
in quantitative research and statistics. Counsel submits that
having hired her despite that knowledge, the employer did not take
any steps to assist her remedy the grievor's admitted "weakness"
until February 1, 1991. It is further pointed out that a specific
remedial programme was not developed for Ms. Fox until February 28,'
1991 and that she was provided with a reading list and a procedure
for appraisal of her progress only on March 8, 1991. Counsel
points out that due to the on-going work of the grievor the
implementation of the remedial programme was postponed until April
25, 1991. Then Ms. Fox was away on an approved leave of absence
between April 24, and May 7, 1991. As a result she had to do the
reading on her own time, and not during normal work hours as
contemplated by the remedial programme. Upon her return she was
advised that her supervisors were not satisfied with the quality
of certain research work she had done prior to going away. This
caused her a great deal of stress which adversely impacted upon her
preparation for the first review meeting with Dr. Halliwell
scheduled for May 10. The grievor further testified that she
objected to'Dr. Saltstone being present at the review meeting and
yet he stayed for the first part of the meeting. This intimidated
her and made her nervous. The grievor testified that during the
period of the remedial programme she was quite busy with her work,
that she was stressed to the point of being physical.ly ill. She
12
requested that the second review meeting be delayed but it was
carried out on May 17th as scheduled.
Union counsel submits that the remedial programme implemented
during the last four weeks of the grievor's employment was not a
fair and reasonable assessment of her ability to perform the job,
since she was away on an approved leave of absence for part of this
period, she did not get the opportunity to do her reading during
normal working hours as contemplated, and she was under a great
deal of stress during this period. Counsel further points out that
Mr. Whillans in directing Dr. Saltstone to implement a remedial
programme had specifically contemplated a .plan that would have
"goals and targets" for the grievor to meet. It is submitted that
the programme that was implemented did not include goals or
targets.
Cd) Standard of Review/Timing/Workload
The union takes the position that 'the standard of review
applied on Ms. Fox was different than that imposed on her
colleague, Mr. John McFarlane. During the period in question he
was almost exclusively engaged in one Project. The grievor was
assigned three full research proposals. The contention is that the
grievor was assigned a heavier workload. In addition, it is
submitted that the grievor was subjected to strict time deadlines,
while in Mr. McFarlane's case the deadlines were more flexible.
It is further pointed out that while the employer was critical of
13
the number of drafts the grievor took to complete her proposals,
a similar concern was not expressed about Mr. McFarlane, who did
12 drafts on his report.
(2) ImDro~er Motive
Ca) Reprisal
The grievor testified about the following interactions and
problems she encountered with Dr. Saltstone and Dr. Halliwell
respectively
Dr. Saltstone
- The grievor testified that in November, 1990 she made a
request to the unit secretary Ms. Charlene Gibson, that she be
provided with a chair with a special back support. The chair she
had'could not be'adjusted and caused her discomfort because of the
arthritis in her knees and hips and because her legs were too long
in comparison to the height of the chair. Ms. Gibson testified
that she brought this request to Dr. Saltstone's attention and that
he advised that he will not approve the request. Ms. Fox
eventually received the special chair in January or February 1991.
- After the unit had moved to the new building, the grievor
ques{ioned Dr. Saltstone, in the presence of other employees, why
Mr. Ash Sial, a project coordinator who had some 23 years seniority
had been assigned an open concept office, while Dr. Halliwell a
14
recently appointed project-coordinator, was in an office with a
door and Dr. Saltstone responded "It is none of your business".
- A memorandum dated March 8, 1991 to the grievor from Dr.
Saltstone making reference to her performance deficiencies had been
placed in a tray to which all employees had access. The grievor
felt that this had been done deliberately to embarrass her.
- The grievor testified that Dr. Saltstone exhibited a cold
attitude towards her "to the point of being rude". Particular
mention was made of his failure to respond to greetings by the
grievor such as "good morning" and "good bye".
Dr. Halliwell
The grievor testified about comments made by Dr. Halliwell,
which she found to be offensive. Some were racist comments and
others she felt were sexist.
AlleGed Racial comments
- During an informal discussion at the onset of the Oka
crisis, Dr. Halliwell is alleged to have stated that "it was the
result of a group of ignorant injuns" and when the military moved
in he is alleged to have stated "I wish I were in the military.
I would have been licensed to kill some injuns". The grievor
testified that she made it known to Dr. Halliwell that she found
the statements to be inappropriate. These allegations relating to
15
the Oka crisis were not put to Dr. Halliwell during his cross-
examination.
- The grievor testified that in the presence of Dr. Halliwell,
Mr. sial, Mr. McFarlane and Mr. Jim Kinoshameg, she was
demonstrating a hand-held module that translated various languages.
She alleged that when she pointed out that it also included French,
Dr. Halliwell said "Them damned French. We should bludgeon them
with English. Don't you agree Trish?". She testified that she
indicated that she did not agree. Of the persons named by the
grievor as those present for the alleged conversation, only Mr.
McFarlane testified. He recalled the discussion about the module
but testified that he did not hear Dr. Halliwell utter the alleged
comment. This allegation was not put to Dr. Halliwell during his
cross-examination.
- During another conversation Dr. Halliwell allegedly stated
that "England .invented the class system". The grievor commented
to Dr. Halliwell that she found it odd he would say that in the
presence of a Pakistani, an Australian and a Canadian 'who all
belonged to the Commonwealth. The grievor testified that she found
this comment by Dr. Halliwell to be funny, but not offensive. No
evidence was called from any of the other persons alleged to have
been present.
16
Alleged Sexist Comments
- The grievor testified that' upon Dr. Halliwell's return to
work after attending a course, she asked him whether he enjoyed the
course. According to her he responded, "it was really great
because of all the lovely little ladies". She replied that she
only asked about the course and was not interested about the
ladies. The Halliwe!l could not recall this incident.
- The grievor testified that Dr. Halliwell was in the habit
of greeting women with statements such as "good morning ladies" or
"hi ladies". On one occasion she was with the unit secretary Ms.
Gibson, when he greeted them in that way. She informed him that
she did not want to be addressed as "a lady". According to her,
Dr. Halliwell was taken aback and inquired why. She explained that
according to feminist theorists the term "lady" is derogatory and
offensive in two ways. Firstly, it implied petiteness and
delicateness and other feminists associate the term "lady" with
"ladies of the night". The grievor testified that following this
incident, on several occasions Dr. Halliwell greeted groups of
women (including herself) with a "good morning ladies" or "hi
ladies"and then immediately stated to her "Oh Trish. You don't
like to be called a lady. I am sorry". The grievor testified that
she felt he did that to tease her.
17
Dr. Halliwell testified that he recalled the grievor's
objection to being referred to as a lady. He testified that while
he felt that the grievor's, reasoning for the objection was "a great
stretch of imagination"~ he understood that she was very sensitive.
He apologized and strived not to use the term "ladies" in greeting
a group that included her. However, sometimes he forgot and tried
to repair that by informing the grievor that he forgot. He
categorically denied that he was deliberately teasing her.
- The grievor testified that on another occasion during a
staff meeting a female employee made a statement and that Dr.
Halliwell responded by stating something to the effect "Just like
a woman to say that'S. Dr. Halliwell admitted that he may have done
that
- The grievor testified that at a x'mas party they were seated
at a table, when Mr. Whillan's secretary arrived and there was no
seat for her. She testified that Dr. Halliwell tapped his lap and
said "if you want to sit you will have to sit on my lap". The
grievor found this to be sexist and offensive. Dr. Halliwell
recalled the incident. He explained that it was a party, that he
was just joking around and that the secretary who was with her
husband just laughed.
- The grievor claimed that on another occasion in her presence
Dr. Halliwell told the same secretary who had been recently married
18
- "now that you've been married for some time you must have learned
some new tricks".
The union's position is that the employer acted with an
improper motive as the monitoring of the grievor and the decision
to release her was "coloured" (a) as a reprisal against the
grievor, for having made complaints to Mr. Whillans and the Deputy
Minister, and (b) by the poor relationship with Dr. Saltstone.
Counsel for the union also made submissions to the effect that
the manner in which the employer conducted the hearing before this
Board further demonstrated that the grievor's release was coloured
by an ~mpr9per motive. Reference was made to the extent to which
the employer went to attack the credibility of the grievor. We
note that credibility was made an issue by both parties. In any
event, the manner in which the employer's case is conducted is a
judgement made by the legal counsel who represented the employer.
We observed nothing improper or unusual in the manner she presented
her case. In any event, the manner in which counsel conducted her
case cannot, in our view, assist us in determining whether the
decision to release the grievor in May 1991 was coloured by bad
faith.
119
(c) Unreasonableness/No rational relationship between facts and
release
Union counsel reviewed in detail each- of the assignments
completed by the grievor and the criticisms of the work by
management. She contends that based on that evidence there was no
rational basis for the employer to conclude that the grievor would
not improve. It is further argued that there was no reasonable
basis to conclude that the grievor had not improved following the
remedial programme. Counsel cites again the heavy workload and the
mental stress that adversely affected the grievor's performance
during the remedial programme. It is submitted that the weekly
review meetings conducted by Dr. Halliwell were not a reasonable
means of assessing the grievor's progress during the programme.
She points out that the grievor was not assigned and was not
assessed on the basis of any research proposals following the
remedial programme. She was released without having an opportunity
to do any further research work.
The Decision
We observe first of all that the role of the Board in a
grievance challenging the release of a probationarYemployee is not
to scrutinize the employer's conduct to see whether there were
deficiencies in the way the employee was trained, supervised, and
directed. It will be a rare case indeed where such deficiencies
cannot be pointed out. For management deficiencies to be ~elevant,
20
it must be clear that those seriously impeded the grievor's
performance and ability tomeet the job requirements. The grievor
pointed out many shortcomings in the management practices which are
irrelevant on this basis. For example, the failure to provide the
grievor with'a copy of her job description, the failure to provide
formal feedback other than by way of written comments on her
drafts, the failure to perform formal performance appraisals. We
agree that it would have been preferable if those things were done.
However, the failure to do those is of no significance for purposes
of deciding this case unless it can be shown that they seriously
impacted upon the grievor's performance.
The second observation we make is that in reviewing the
evidence, the Board must take into account the nature of the
position held by the probationary employee. This is particularly
so in reviewing the evidence relating to training, supervision and
direction, and feedback. The level of supervision, direction and
feedback tha~ may be deemed as reasonable must depend on the
sophistication of the position. For example, an incumbent with a
minimal education occupying a clerical position may reasonably
expect his supervisors to provide extensive training, to closely
supervise him and to give detailed directions and feedback. On
the other hand where the position by its very nature envisages a
highly qualified and sophisticated incumbent, the employer is
entitled to expect the employee to work on his own initiative and
independently, with minimal training, direction and feedback.
21
With those observations in mind, we turn to the facts of this
case.
Improper motive
In setting out the union's case, we have presented the union's
side of the story as presented to us. The employer witnesses
admitted some of the allegations and provided explanations. In
Other cases they could not recall the alleged incidents. In some
other cases, the employer witnesses outright denied the
allegations. We will not review the employer's evidence in this
award because in our view, for purposes of determining this
grievance it is not necessary for us to resolve the numerous
conflicts in the evidence of the union witnesses and that of the
employer witnesses. With regard to the behaviour attributed to Dr.
Halliwell, for purposes of deciding this grievance, it is not
necessary for us to decide whether Dr. Halliwell in fact engaged
in the alleged behaviour and if so whether such beh~viour was
racist, sexist or otherwise inappropriate. What is important is
that the grievormade certain complaints relating to Dr.
Halliwell's conduct. The issue is whether her release was in whole
or in part a reprisal against her because she made those
complaints.
For purposes of this decision, we will assume, without
finding, that the alleged conduct attributed by the union witnesses
22
to Dr. Saltstone and Dr. Halliwell are established. We are
satisfied that the evaluation of the grievor's work performance by
Dr. Saltstone and Dr. Halliwell, were not coloured by a desire to
penalize' the grievor because of considerations unrelated to her
work performance.
We find that the relationship between Dr. Saltstone and the
grievor was strained to the extent that Dr. Saltstone may not have
been as "friendly" towards Ms. Fox, as he was with some other
employees. However, the evidence does not disclose that that in
any way affected Dr. Saltstone's treatment of Ms. Fox as an
employee. When Mr. Whillans became aware of her concerns about Dr.
Saltstone, he called a meeting to clear the air. The union points
out that at this point Dr. Saltstone brought up issues of the
grievor's work performance. Despite the timing, we cannot conclude
on the basis of the evidence that Dr. Saltstone concocted imaginary
performance problems because the grievor had raised concerns about
Dr. Saltstone. As already noted the ultimate decision to release
the grievor was taken by Mr. Whillans. We find that when the
grievor brought her concerns to his attention, he acted even
handedly in takin~ steps to ensure that both Dr. Saltstone and the
grievor cooperate in facilitating a better understanding. The ·
grievor was satisfied and optimistic after the meeting. There was
no suggestion that Mr. Whillans had any motive against the grievor.
He directly supervised the grievor on two proposals. His
23
criticisms of the grievor's work were remarkably similar to those
of Dr. Saltstone and Dr. Halliwell.
The evidence is that the grievor brought to Mr. Whillans'
attention, only two specific examples of alleged sexist comments
on the part of Dr. Halliwell. There was no complaint about racist
comments at all. Dr. Halliwell was not aware until the hearing
that the grievor had concerns about any racist comments attributed
to him. When the grievor's concerns about Dr. Halliwell's
behaviour was brought to Mr. Whillan's attention, he directed Dr.
Saltstone, as Dr. Halliwell's immediate supervisor, to speak to
Dr. Halliwell. Dr. Halliwell admitted the comments that were
attributed to him, butexplained that he had not intended to offend
anyone. Dr. Saltstone made it clear that such comments were
nevertheless not acceptable. The uncontradicted evidence is that'
following this, Dr. Halliwell did not make any further sexist
comments. What the evidence indicates is that there was a problem
and that it was resolved. The evidence does not disclose any
hostility between Dr. Halliwell and the grievor following this.
On the contrary, the evidence indicates an amicable relationship
between them. For example, the grievor admitted that following all
of this, Dr. Halliwell and his family stayed with her for a few
days while they were looking for a house of their own and that on
one occasion she brought Dr. Halliwell a gift when she went for a
conference to Ottawa. We have no basis to conclude that Dr.
24
Halliwell's assessment of the grievor's work was coloured by any
hostility or improper motive.
Adequate opportunity to meet job expectations
The position of senior project officer contemplates an
incumbent with skills in research methods acquired through formal
education and experience. The grievor indicated in her letter of
aDplication that she had skills in both qualitative and
quantitative research methods. The uncontradicted evidence is that
the Ministry's research unit predominantly used the quantitative
methods of research which required an objective justification.
This was contrasted with the qualitative research methods which are
subjective and conceptual and are popular in academic circles.
Given the uncontradicted evidence that the position required skills
in quantitative research and that the statistics officers largely
perform clerical and data management functions only, despite the
grievor's understanding, it is inconceivable that Dr. Saltstone
would have told Ms. Fox that it was ~'OK" that she was weak in that
area. We find the employer's evidence credible, that given 'her
assertion that she had skills in both types of research methods,
given her extensive research experience and qualifications, the
management believed that she will be able to "brush up" and
overcome her weakness.
As the Board pointed out in Re Shep~ard (supra), this Board
is not enti'tled to review the merits of the employer's assessment
25
that the grievor lacked the requisite skills in quantitative
research. While the employer also pointed out deficiencies in the
grievor's work related to grammar, spelling and formatting, it was
clear that the primary concern was about the lack of skills in
quantitative research methods. The union did not seriously argue
that'the employer's assessment of the grievor's work in this regard
was wrong. The argument rather was to the effect that the employer
had not provided the grievor adequate support and assistance to get
over her weakness in this area, through proper training, directions
and feed-back. The grievor agreed that Dr. Saltstone and Dr.
Halliwell were experts in this field. Their assessment that she
lacked an understanding of how to use Statistical terms, and lacked
the ability to implement statistical analysis was not.contradicted
by the union.
As a general rule, the Board will consider the nature-of the
feed-back provided to a probationary employee and the opportunity
provided to remedy any shortcomings based on that feed-back, as
important. However, those factors must be considered in the
context of the particular case. The uncontradicted evidence is
that the use of statistical terms and the performance of
statistical analysis are basic skills,.which are acquired during
university education. The Senior Project Officer position
contemplates an incumbent fully equipped with the basic research
skills, including skills in quantitative research. In a position
such as this, we agree with the employer's position that it cannot
26
be expected to teach such basic skills to a probationary employee.
While the grievor may not have received extensive training,
directions or feed-back, we are of the view that the employer's
obligation does not go as far as to require it to instil basic
research skills in an employee employed in a position of Senior
Research officer. In relation to clarity of directions, we note
Mr. McFarlane's evidence that he had to return to his supervisors
from time to time for clarification of instructions. The union saw
this evidence as indicative of bad management and supervision. It
is equally reasonable to argue that, given the nature of the
position, it is incumbent upon the research officer to seek
clarification if the directions provided are unclear or incomplete.
There was a dispute in the evidence as to when the employer's
concerns about the grievor's performance were brought to her
attention. The union submitted that this was not done early enough
in her probation to provide, her sufficient time to take remedial
measures. The employer's position is that it was difficult for the
employer to assess the grievor's skills until after she had
completed a few research proposals, and that the concerns were
raised at the 'earliest opportunity.
As evidenced by her qualifications and publications, there is
no doubt in our minds that the grievor is a very competent and
intelligent individual. However, the totality of the evidence also
leads to the conclusion that her area of expertise is geared
27
towards academic type of research through the use of qualitative
research methods. Indeed, during her evidence, it appeared that
she even believed that qualitative methods are superior. Thus she
refused to agre~ with the management's suggestion that the
ministry's research objectives are better achieved by quantitative
research methods. Thus we cannot help but feel that she not only
lacked the skills in quantitative research, but also did not agree
with the management that those skills were required for the
research objectives of the ministry.
Based on the foregoing, we return again to the standard of
review set out by the Board in Re Sheppard (supra). The Board held
that "bad faith, if found, must be relatively serious". The
evidence at best shows that there were disagreements between Ms.
Fox and her superiors. There is nothing to suggest that these
disagreements translated into a malicious intention to take
reprisals against the grievor, particularly considering that the
decision~ was taken by Mr. Whillans, who had no reason to dislike
the grievor, and whose personal observations of the grievor.'s work
corroborated and coincided with the criticisms made by Dr.
Saltstone and Dr. Halliwell.
The Board also held that a release can be deemed to be a
discharge if it "did not flow logically or rationally from the
facts". The example cited by the Board was a case where "there
was simply no evidence that a probationary employee had not
fulfilled or could not fulfil the job requirements". This
certainly was not such a case. There was ample evidence that there
were deficiencies in the grievor's .'work resulting from her
unfamiliarity with quantitative research methods.
Finally, the Board is entitled to ask whether "the employer's
assessment that a certain set of facts justifies a release, is
"irrational on any half-intelligent view of the matter." The
employer concluded that the' grievor lacked a skill that was
essential to effectively function in the Senior Project Officer
position. A remedial programme consisting of reading assignments
and weekly review meetings was implemented. The grievor was poorly
evaluated by Dr. Halliwell at the review meetings on her
comprehension of the reading assignments. The employer concluded
that the grievor.had not improved and could not improve to the
required level through the continuation of the remedial programme.
Could it be said that employer's conclusions were "irrational"?
'As the Board pointed out in Re SheDDard, the rational relationship
test should not be placed too high. The test is not whether this
Board, based on the same facts might have come to a different
conclusion. The Ministry's research projects predominantly
employed quantitative research methods. The evidence indicates
clearly that the grievor's expertise and'skills were in qualitative
research. We accept the evidence of the employer's witnesses, who
the grievor agreed were experts in the field of quantitative
research, that the areas of difficulty experienced by the grievor,
29
use of statistical terms and statistical analysis, were basic
research skills required to do quantitative research that~must
normally be acquired through university education. When the
employer detected a deficiency in the grievor's performance in this
area, it attempted to assist the grievor in improving her skills
by commencing a remedial programme. However, it found the results
disappointing and unsuccessful in the first phases of the
programme. The employer concluded that the grievor, had not
acquired those skills and that she could not acquire those skills
through continuing the remedial programme.
We cannot conclude in these circumstances that the employer's
decision to release the grievor was "irrational". While normally
it may be reasonable to expect that an employer will carry through
a remedial programme to a completion, where as here, the employer
concludes from the first phases of the programme that the remedial
programme cannot cure the grievor's deficiency in basic research
skills, it was entitled to release the grievor.
In summary then, based on the evidence we find that the
grievor was released pursuant to section 22(5) of the Public
Service Act, and this grievance is accordingly dismissed.
Dated this 19th day of November, 1992 at Hamilton, .Ontario
Uo Dissanayake
Vice-Chairperson
P. Ki~
Member
D. Montrose
Me.er