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HomeMy WebLinkAbout1997-2033.MASSA00_02_15_DECI o NTARW EMPU) YES DE LA COURONNE CROW"! EMPLOYEES DE L '()NTARW GRIEVANCE COMMISSION DE -- SETTLEMENT REGLEMENT BOARD DES GRIEFS 180 DUNDAS STREET WEST SUITE 600 TORONTO ON M5G 128 TELEPHONElTELEPHONE, (416) 326-1388 180 RUE DUNDAS OUEST BUREAU 600 TORONTO (ON) M5G 128 FACSIMILElTELECOPIE. (416) 326-1396 GSB # 2033/97 384/98 385/98 OLBEU # OLB002/98 OLB235/97 OLB413/97 IN THE MATTER OF AN ARBITRATION Under THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT Before THE GRIEVANCE SETTLEMENT BOARD BETWEEN Ontano LIqUor Boards Employees Uillon (Massa) Grievor - and - The Crown In RIght of Ontano (LIquor Control Board of Ontano ) Employer BEFORE RandI H. Abramsk" Vice ChaIr FOR THE Lam Stemberg GRIEVOR Counsel Koskie & Minsk" Bamsters & SolICItors FOR THE Micheal Sherrard EMPLOYER Counsel Ogil~ Renault Bamsters & SolICItors HEARING June 18 1998 October 27 28 1998 November 12, 13 26,27 1998 December 3 4 1998 March 10 11 1999 April 20 1999 Ma, 12, 1999 Jul, 13 14 1999 August 16, 27 1999 October 13 26 1999 AWARD ThIS arbItratIOn Involves three gnevances concernIng dIscIplIne Imposed on the gnevor Joseph Massa - a three-day suspenSIOn, a ten-day suspenSIOn and dIscharge At Issue IS whether the Employer the LeBO had just cause to Impose these dIscIplInary measures A. Background The gnevor pnor to hIS termInatIOn In January 1998 worked as a Warehouseman 4 at the London warehouse and had held that pOSItIOn SInce January 1977 The London warehouse receIves, stores and ShIpS lIquor to 135 LeBO stores In the area. The lIquor IS stored on pallets, by type and brand, In aIsles In the warehouse ApproXImately 42 full- tIme employees and ten to fourteen casual employees work at the warehouse At vanous tImes, the gnevor worked as a forklIft operator In ShIppIng and ReCeIVIng whIch Involves loadIng and unloadIng trucks as well as In the general warehouse where he would servIce the aIsles by respondIng to the needs of the assemblers for replenIshment of stock. The assemblers pIck the stock ordered by the stores, place them on pallets and transport the pallets to the stagIng area for placement Into a delIvery truck. A forklIft operator also retneves empty pallets, puts stock away and maIntaInS the aIsles In both pOSItIOns, the gnevor extensIvely used a forklIft. 2 On a tYPIcal day there are approxImately seven or eIght forklIft trucks operatIng at the warehouse two on the docks, loadIng and unloadIng trucks, four or five maIntaInIng the aIsles and one replemshIng stock. In addItIOn, there are approxImately fifteen electnc pallet trucks, or transporters, operatIng whIch are used by the assemblers London warehouse Manager WillIam McDowell, descn bed the forklIfts used at the London Warehouse as "state of the art." All are electnc, sIt-down models, whIch can 11ft between 3 000 to 4 000 pounds and can 11ft pallets up to 16 feet. AccordIng to the InstructIOnal matenals for forklIft operators, "[a]n average 11ft truck weIghts over 12,000 pounds fully loaded, whIch IS eqUIvalent to the weIght of five cars" The forklIfts have two speed optIOns, creep speed whIch moves the forklIft between two to three mIles per hour and accelerated speed whIch moves It to a maXImum of seven or eIght mIles per hour There are no speed lImIts Instead, speed IS a matter of judgement. All of the machInes are eqUIpped WIth horns They do not have brake lIghts GIven the nature of the warehouse operatIOns, safety IS a maj or concern Jim "Tiny" Ross, a long-servIce employee In the bargaInIng umt who was recently promoted to General Foreman, was In charge of the traInIng of forklIft operators at the warehouse whIch took place In March 1997 The gnevor attended thIS traInIng whIch consIsted of both classroom and dnvmg InstructIOn. Ross testIfied that he revIewed WIth the forklIft operators the relevant legIslatIOn, the pnncIples of forklIft operatIOns and a number of safety VIdeos dunng the traInIng. 3 One of the vIdeos was presented at the heanng. It covered the dangers mherent m forklIft operatIOns, partIcularly to pedestnans, and the responsIbIlItIes of the forklIft operator to ensure safety It dIscussed, among other thmgs, establIshmg "rules of the road" and the Importance of abIdmg by the rules It dIscussed that there was lImIted space contmual movement, and the need for cautIOn, partIcularly around mtersectIOns and hIgh traffic areas The courteous use of the horn and when to use the horn such as m blInd mtersectIOns, corners WIth stockpIles, was also dIscussed. At mtersectIOns, Ross adVIsed employees to slow down just about to a stop at the end of an aIsle and to proceed WIth cautIOn The eVIdence showed that there had been some conflIctmg messages sent to employees about the proper use of the horn, but It was clear that the jomt Health & Safety eommIttee had sIgmficantly lImIted the use of horns, relymg mstead on vIsual eye contact and cautIOn. Massa, who had been a member of the Health & Safety eommIttee, was aware of the change m polIcy but dIsagreed WIth It. Accordmg to Ross, the majonty of employees dId not regularly use the horn although some dId. When he heard the horn, however the maj onty of tIme It was Massa and thIS caused a lot of IrrItatIOn among hIS co-workers Ross receIved a lot of complamts that Massa drove too fast and used the horn too much. Ross acknowledged that he, lIke Massa, had been counseled about dnvmg too fast 4 B. The Three-Day Suspension On July 14 1997 the gnevor was gIven a three-day suspenSIOn for unsafe operatIOn of hIS forklIft truck on the afternoon of June 3 1997 The June 4 1997 NotIce of Intended DIscIplIne ("NOID") whIch was later replaced by a June 12, 1997 NOID asserts that On June 03 1997 at approxImately 2 15 p.m I wItnessed you operatmg your forklIft truck at an exceSSIve speed m the proxImIty of a supervIsor and a co-worker You faIled to reduce your speed and gIve the nght of way to pedestnans Your actIOns whIle turnmg mto the "B" pIckmg aIsle forced both the superVIsor and co-worker to jump out of the way to aVOId contact WIth the pallet load you were carrymg. McDowell testIfied that on June 3 1997 at approxImately 2 00 to 2 30 p.m he was walkmg north on the east SIde of the buIldmg WIth the former manager of the warehouse DennIs Smedley They were approxImately at the mId-pomt between the B and e aIsles when Massa passed them m hIS loaded forklIft at an accelerated speed. He stated that Massa had scarcely passed them when he began negotIatmg a left-hand turn mto the B aIsle As he approached the mtersectIOn, he saw that SupervIsor Ron Kestle and warehouseman Mike Robertson were talkmg to each near the mouth of the aIsle He testIfied that Kestle was standmg on the left SIde of the aIsle, facmg north, and Robertson was standmg alongSIde hIS forklIft, on the nght SIde of the aIsle facmg south. The pallets were three hIgh, WIth one servIce pallet on the floor empty Smce each pallet IS about 52 mches, the three would be approxImately twelve to fourteen feet hIgh. Instead of slowmg down or stoppmg, McDowell testIfied that Massa slowed only enough to negotIate the turn and then proceeded through the aIsle causmg Kestle to jump onto an empty skId on the left SIde of the aIsle and Robertson to "lunge to the nght SIde of the aIsle and grab the 5 steenng wheel to pull hImself onto hIS machme" On cross-exammatIOn, however McDowell acknolwedged that he dId not see Robertson move Instead, he dIsappeared from hIS VIew as the forklIft went through and he next saw hIm on hIS machme holdmg the wheel He testIfied that Robertson then saId to hIm, "BIll dId you see that?" whIch he had. McDowell stated that Massa then turned back to look hIm whIle stIll dnvmg west and saId, m hIS VIew "defiantly" "yes, BIll, exactly what dId you see?" McDowell stated that he cautIOned Massa to watch where he was dnvmg. McDowell testIfied that Robertson was VISIbly shaken and dIstraught over what happened and at about 230 p.m asked to leave for the rest of the day He granted the request and then wrote a Health & Safety IncIdent Report. The mCIdent report states m pertment part, as follows The operator of FL T #20 Joe Massa, faIled to reduce speed to fit condItIOns at the east end of the "B" pIckmg aIsle The operator sounded hIS horn repeatedly and made a left turn mto the left sIde of the aIsle and forced the SuperVIsor to jump out of the aIsle and the operator of a parked machme to qUIckly mount hIS fork 11ft truck to aVOId contact. It was marked as a "near mISS" The "statement from WItnesses" sectIOn states as follows M. Robertson. WhIle stopped to accept a re-assIgnment, I was standmg m the "B" aIsle when a FLT approached wIth a load forcmg me to jump onto my machme to aVOId bemg hIt. R. Kestle WhIle talkmg to M. Robertson on re-assIgnment to dock, I heard a horn sound tWIce and suddenly notIced a FL T out of the corner of my eye and had to hurndly (SIC) step on to a MT pallet due to exceSSIve speed of fork machme 6 The IncIdent report also noted that "safety talk #4/97 convened May 29197 wIth all staff on thIS Issue Employee named In thIS IncIdent report was gIven a wntten Safety Talk 4/97 relatIng to thIS very Issue on the mornIng of June 3/97" It further noted that McDowell had "verbally counseled the employee In thIS matter In the past" Safety Talk #4/97 dated May 29 1997 Involves the "RIght of Way" and states, In pertInent part, as follows ForklIft truck operators wIll I) Yield the nght of way to all pedestnan traffic engaged In Order PIckIng actIvItIes 11) As a rule turn Into the nght hand sectIOn of all aIsles ExceptIOn beIng where thIS IS not possIble due to presence of order pIckers 111) Where necessary IndIcate to other traffic the IntentIOn to turn and speCIfy the lane to be taken In summary the purpose of the "talk" was to reInforce the expectatIOn of all Warehouse staff that forklIft operators are dIrected to adopt the "rules of the road" to most operatIng SItuatIOns, enter aIsles to the nght of centre as a rule and where not pOSSIble, proceed WIth due cautIOn. (emphasIs In ongInal) A copy of thIS memo was sent toMassa. McDowell testIfied that he expected Massa to reduce speed before hIS turn, see the co-workers, and toot hIS horn to make them aware of hIS presence and gIve them a chance to react. In McDowell's VIew the gnevor used hIS horn to clear the way and dId not YIeld the nght of way 7 Jim "Tiny" Ross testIfied that proper procedure would have been for a forklIft operator to slow sufficIently mto the turn and If he saw the employees, stop untIl eye contact was made and they moved out of the way He also stated that It was not unusual for assemblers and vehIcles to be close to the mouth of the aIsle but that, generally employees conversmg should stand on one sIde of the aIsle Robertson testIfied that assemblers stopped at the mouth of the aIsle all the tIme placmg or retnevmg stock. Massa acknowledged thIS although he was cntIcal of the practIce The record shows that McDowell counseled Massa about aggressIve forklIft dnvmg on Apnl30 1997 The counselIng log states 8 30 a.m DIscussed WIth Joe that mgmt had receIved a number of concerns regardmg the aggressIve manner m whIch he dnves the F.L T Strongly suggested to Joe to follow the establIshed gUIdelInes set out m the structured FL T Trammg delIvered m March 97 Massa recalled that he had spoken WIth McDowell a "couple of tImes" about thIS, but McDowell dId not tell hIm who complamed, just that that there were complamts that he was dnvmg too aggressIvely He stated that he told McDowell It was not true He further testIfied that he dIsagreed that he drove aggressIvely He was not aware that the conversatIOns WIth McDowell were recorded m a counselIng log Massa was also counseled about "aggressIve dnvmg" on May 9 1997 The counselIng log states DIscussed WIth Joe the mCIdent of May 8th where he needlessly sounded hIS horn when passmg J Henderson. AdVIsed Joe that m the presence of pedestnans reduced speed & mcreased awareness IS m order not soundmg 8 of horn as means to clear a path. Joe advIsed me that he was m conversatIOn wIth Ron K. who m fact suggested he use hIS horn. In summary remforced pedestnan nght of way and extreme care be m place versus a long & pronounced soundmg of the horn. Massa recalled a conversatIOn wIth McDowell about thIS mCIdent but was not aware that It had been recorded m the log. Kestle testIfied that he was m B aIsle reassIgnIng Robertson to the shIppmg area when he heard a horn two or three tImes, then looked and saw a forklIft commg around the corner "faIrly fast" To get out of the way he jumped onto a pallet and saw Robertson jump onto hIS machme He felt that he was m jeopardy of bemg hIt. As the forklIft passed, he saw McDowell and Smedley at the end of the B aIsle and Robertson yelled to McDowell "dId you see that?" McDowell yelled to Massa to slow down, that he was gomg too fast, and Massa turned to look at McDowell and saId somethmg whIch he dId not hear McDowell told Massa to "watch where he was gomg." In Kestle's VIew Massa was dnvmg too fast for the SItuatIOn, commg around the corner He VIewed It as "faIrly senous gIven how much room" there was and that he had to jump out of the way Mike Robertson, a UnIon steward and member of the Jomt Health & Safety eommIttee testIfied that he was standmg next to hIS machme talkmg to Kestle who was approxImately two to three feet away from hIm when he heard a horn blast and notIced a forklIft commg up turnmg mto the aIsle at a speed faster than he thought It should. He then heard several horn blasts to mdIcate that the forklIft was commg through and he jumped onto hIS machme grabbed the handlebars and swung hImself mto the seat. He 9 stated that he pulled hIS left foot m just as the forklIft went by hIm and saw Kestle jump onto a skId on the other sIde He notIced McDowell and Smedley m VIew and yelled "BIll, dId you see that?" and then Massa, saId "yeah BIll, dId you see that?" McDowell told Joe to turn around and watch where he was gomg. Robertson testIfied that as a result of the mCIdent, hIS nerves were shot, hIS hands were shakmg and he could not stay at work. He went home and wrote a memo to Manager McDowell about what occurred. He felt that If he had not jumped, or If he had slIpped, he could have been crushed between two forktrucks He dId not reqUIre or seek medIcal attentIOn. The memo to McDowell outlIned, from Robertson's perspectIve, what occurred on June 3 rd and IS consIstent WIth hIS testImony at the heanng. In It, he also complamed that a SImIlar near-mISS had occurred one week before that he had prevIOusly wntten to management that he was "scared for my safety and my concern for others safety because Management could not handle Joe Massa's aggressIve and vIOlent manner" It was Robertson's VIew that the mCIdent on June 3 1997 was mtentIOnal and a result of Massa's learnIng about the earlIer mCIdent report. He conveyed thIS VIew both verbally and m wntmg to Manager McDowell and also called the polIce to mvestIgate The polIce dId mvestIgate questIOnIng Robertson, Kestle and Massa, but no charges agamst Massa were laId. The mCIdents and concerns expressed by Robertson to management m the memo had not been the subject of dISCIplIne and the three-day suspenSIOn Imposed on Massa was not based on these earlIer events 10 On June 6 1997 Massa responded to the June 4 1997 NOID The same response was later resubmItted m response to the June 1ih NOID In that response, Massa stated, m part, as follows Smce my return to restncted dutIes on a forktruck both m Apnl and June, I have reduced the speed at whIch I dnve by at least one thIrd. Also at our meetmg of Apnl 29 regardmg safety Issues you told me there was a complamt made by a fellow employee regardmg my dnvmg, though you wouldn't name the employee or specIfic mCIdent related I assured you then that I would drop my speed even more The workload and constant calls for drops and complamts by assemblers for havmg to WaIt too long for servIce m my aIsles, should show that I have reduced my dnvmg speed consIderably I belIeve most of the employees would agree If surveyed, especIally Tiny Ross, the forklIft dnvmg mstructor wIth whom I have had regular dISCUSSIOns wIth concernIng forktruck dnvmg overall and my restncted dutIes whIle dnvmg. When I drove by you at Dock 6 I was already at a reduced speed. Before I reached the B aIsle I tooted my horn and slowed down even more and then proceeded down the left centre sIde of the aIsle tootmg my horn tWIce as I proceeded through. Mike's forktruck prohIbIted me from gomg down the nght sIde (parked m front of B2) of the aIsle Mike and Ron were on the left of the aIsle wIth stIll plenty of room for me to go through. I tooted my horn tWIce as I proceeded through. I tooted my horn tWIce gomg through so to let the pedestnans know that I was gettmg closer and to be aware a practIce that has come under scrutmy by you m the past, most recently on May 8 mvolvmg Jeff Henderson where you told me not to use my horn when passmg hIm whIle he was workmg. As I told you then, and am tellIng you now I would use my horn agam If I felt It was needed After I reached about ten yards passed Mike and Ron I hear Mike yell "dId you see that?" I stopped my machme and backed up to near where Ron was standmg and Mike bemg on hIS forktruck. I asked, "dId you see what?" and Ron replIed "you may have been gomg a lIttle fast." I replIed, "I'm gomg too fast eh?" I shook my head, dIdn't say anythmg else and proceeded at creep speed when dnvmg away when I belIeve you saId somethmg about watchmg where I was gomg. I belIeve It was m reference to turnmg back to hear you made a statement to me Bemg a certIfied member of the W.H. S A. I belIeve I was m no vIOlatIOn of any safety rules 11 Massa's VIew of what occurred was entIrely dIfferent from that of McDowell, Robertson and Kestle He testIfied that he pIcked up a pallet of coolers at Dock 5 near G aIsle to transport It to B 148 although that was "a guess" He proceeded north, past the ShIppIng office, where he saw McDowell and Smedley talkIng to a forklIft operator at Dock 6 He thought he was "probably at hIgh speed when he reached them" although In hIS response to the NOID he stated that he was "already at a reduced speed." As he headed to B aIsle, he stated that he honked hIS horn a "couple of tImes" "say 35 feet" from where Kestle and Robertson were The first tIme would have been by the ShIppIng office though he had no actual recollectIOn of It. He testIfied that he honked hIS horn because he knew they were there from before, and because It was all "wIde- open" the pallets were not stocked three hIgh. He then stated that he first beeped hIS horn just as he started hIS turn and, at the tIme could see Kestle and Robertson. In fact, he thought he could "probably see them nght from Dock 5 " When asked on eXamInatIOn-In- chIef where he actually dId first see them, he replIed "the way I dnve probably between docks 6 and 5" but then acknowledged that he could not recall when he first set eyes on them although he had "no doubt" that he saw them at the tIme On cross-eXamInatIOn, he acknowledged that as he was dnvIng to B aIsle he "was not lookIng that far ahead." When asked how many tImes he honked the horn, he replIed "probably tWIce I would honk tIll I got theIr attentIOn, for sure" After that, he testIfied that "I would slow down and just before I enter the aIsle, honk agaIn " When asked what Kestle and Robertson dId, he first replIed that Kestle stepped onto an empty pallet and Roberston 12 backed up toward hIS machme and got totally out of the way Later on cross- exammatIOn, he stated that as he went through, he was lookmg at Kestle and he "belIeve[ d] Mike backed up " That IS "what I thought" that he was "backmg up to hIS machme " He then added, "now that I thmk about It, he mIght have had hIS hand on the steenng wheel" SometIme later he testIfied that Robertson was leanIng agamst machme at the tIme he passed or standmg by hIS machme, "somethmg lIke that." In hIS VIew Robertson had "so much tIme to just move away Ifhe got onto hIS machme, where IS the danger?" When pressed, he stated that he "just recall hIm gomg to the nght" that "he wasn't on hIS machme" although m hIS June 6 response to the NOID he wrote that Robertson was on hIS machme He was not sure whIch was correct and when pushed, stated that hIS memory was better at the heanng than a few days after the mCIdent. Agam, hIS "eye was on Kestle" who was facmg northeast. He "belIeved" Kestle had one leg on the pallet, he "mIght have had one foot on the pallet" he dId not remember although later he stated that Kestle had "one foot hIgh on a pallet." Fmally he stated that "Kestle stepped onto a skId" but he was "not sure what Mike dId." In terms of speed, he stated that he was travellIng "a lIttle qUIcker than creep speed" at the tIme, although he later saId It was "regular speed." In hIS VIew the SItuatIOn was nothmg speCIal "they just moved." He went past them and as he got to the next pIllar or maybe less, he heard Robertson say "wow dId you see that?" Massa testIfied that he slowed, stopped hIS forklIft and saw Robertson laughmg WIth a "gnn from ear to ear" somethmg whIch was not put to Robertson or Kestle On cross-exammatIOn, Massa testIfied that he made eye contact WIth Robertson after he honked, although he could not 13 recall where Robertson was at the tIme He stated "I'm thmkmg - left of centre of the aIsle I would have made eye contact before I got mto the aIsle" ThIS also was not put to Robertson. Massa stated after he heard Robertson ask, "dId you see that?" he then saId to Kestle "dId you see what?" and Kestle saId, "you may have been gomg too fast" to whIch he just shook hIS head and drove away Kestle dId not recall saymg anythmg to Massa. Later Massa was asked If he backed up hIS forklIft to speak to Kestle as he stated m hIS June 6 response, and replIed "now that I keep thmkmg about It, I thmk I dId back up " Massa then testIfied that McDowell appeared and Robertson saId to hIm "dId you see that?" but he could not hear McDowell's response Massa saId that he was movmg slowly lookmg backward, and McDowell told hIm to watch where he was gomg and he drove away Massa completely dIsagreed wIth the descnptIOn of what occurred by McDowell, Robertson and Kestle In hIS VIew McDowell could not have seen the mCIdent as he was standmg at Dock 6 when he passed hIm He also felt that he would have lost hIS load Ifhe had done what they saId. In hIS VIew If there was a problem, he could have stopped, although he may have lost hIS load. In hIS VIew there was "plenty of room" for hIm to pass His response to McDowell's assertIOn that he Improperly demanded the nght of way was "It'S ndIculous he's mIstaken." He was not gomg too fast, "never" The accusatIOn was a set-up to get nd of hIm In hIS VIew It was "too mcredIble" to belIeve 14 that Robertson had to jump onto hIS machme that would be lIke hIm "leapmg onto tall bUIldmgs " It was sImply "not possIble" and "ndIculous" that he was dnvmg too fast or too aggressIvely After the mCIdent, Massa was off work on stress leave untIl mId-July 1997 When he returned to work, he was gIven a letter of dIscIplIne dated July 14 1997 In that letter McDowell refuted a number of the pomts raIsed by Massa m hIS June 6 1997 reply to the NOm That letter states, m part, as follows In reVIew of the pomts made m your response The assertIOn that the forklIft mstructor wIll support your posItIOn that you are mdeed dnvmg more slowly cannot be substantIated. The statement that you drove by me at a reduced speed IS absolutely not the case Your selectIOn of speed at that tIme and well mto your left turn mto "B" AIsle was exceSSIve and m fact reckless gIven the degree of actIVIty at the east end of"B" aIsle The statement that you sounded your horn pnor to the turn and agam m the mIdst of the turn IS not correct. Your first use of the horn was dunng the completIOn of your turn, and m fact was not a cautIOnary type or prudent use of the horn but a prolonged unsettlIng blast ThIS act forced two (2) co-workers to qUIckly move to aVOId contact wIth the pallet load you were transportmg Your descnptIOn of the area m questIOn IS generally correct. The forklIft truck of M. Robertson was parked to the nght SIde of the aIsle however the locatIOn of R. Kestle and M. Robertson IS not correct Both partIes m fact were not on the left SIde of the aIsle, as you assert, they were m fact dIscussmg a re-assIgnment across the aIsle from one another There m fact was not "plenty" of room for you to proceed through, partIcularly at the speed you selected Your assertIOn that I wIsh to restnct your use of the horn IS mIsleadmg. DISCUSSIOns on thIS Issue have re-enforced but one pomt, that the horn IS to be used to draw attentIOn to your presence when among pedestnans Not to be used a method to demand nght of way or to gam, unreasonably access to a common work area. In the example you CIte Mr Henderson 15 was In fact on the OpposIte sIde of the aIsle wIth hIS pallet ncck phYIdcaloly between hImself and you You were specIfically counseled that wIth hIS back to you a reductIOn In speed through the area would have been more appropnate than a prolonged blast of the horn, whIch as you wIll recall startled the worker In questIOn unnecessanly In summary you have faIled to provIde any reasonable explanatIOn of your actIOns or an accurate accountIng of the InCIdent In questIOn. We can only conclude that your actIOns In thIS matter were both reckless and III conceIved As your actIOns contravened both establIshed operatIng protocol and speCIfic operator traInIng gUIdelInes dIscIplIne IS warranted. The dIscIplIne to be Imposed In thIS case IS a) A suspenSIOn WIthout pay for a penod of three (3) workIng days July 15 to 17 InclUSIVe b) A structured reVIew of all operatIng gUIdelInes assocIated WIth fork 11ft operatIOns WIth Instructor J A. Ross, and c) A ten (10) day restnctIOn from operatIng powered matenal handlIng eqUIpment, effectIve Fnday July 18 1997 Please be adVIsed that the LeBO treats the Issue of workplace safety as ItS first pnonty Future InfractIOns of such a flagrant nature WIth respect to health and safety or any other actIOns requlflng dIscIplIne wIll attract a more severe response from management up to and IncludIng dIsmIssal McDowell, In thIS letter dId not refute Massa's placement of hIm at Dock 6 as he passed hIm, but stated at the heanng that It was not true He testIfied that he was sIgmficantly past Dock 6 at the tIme He also testIfied that he dIscussed Massa's speed WIth Instructor Tiny Ross, but Ross had no recollectIOn of that and Ross stated that, If asked, he would have SaId that Massa had slowed down. 1. Relationships McDowell became manager of the London warehouse In May 1995 and for approxImately the first year he felt that Massa was "the most capable warehousemen In 16 the buIldmg and probably the most knowledgeable" When he worked m ShIppmg and ReceIvmg, he dId a "heck of a job" That perceptIOn, however changed m February 1996 after a settlement was reached concermng some thIrty or forty gnevances The settlement remstated the semonty Massa had lost as a result of a pnor termmatIOn. As a result, hIS semonty mcreased m relatIOn to several other employees, although not m relatIOn to Robertson or Kestle Nor dId It mcrease relatIve to the employees mvolved m the subsequent mCIdents, Jeff Henderson, Ron GeIsbrecht or Mark Walker In McDowell's VIew Massa became more demandmg as to hIS semonty entItlements, to the pomt of bellIgerence, and became far less approachable He wanted everythmg documented, wIth 1's dotted and T's crossed. In McDowell's opmIOn, Massa became bellIgerent, very dIfficult to approach, and very dIfficult to dIalogue wIth, he would not lIsten and was nearly ImpossIble to coach. None of thIS, however was to the pomt dIscIplIne He acknowledged that they were "not on the best of terms" He VIewed hIm as a "problem employee" and that "towards the end" he dId not gIve Massa the benefit of the doubt. Massa clearly lost trust m McDowell as well After the June 3 1997 mCIdent, he contacted a JustIce of the Peace m order to have McDowell charged. He told the JustIce of the Peace what was gomg on at work m the last few years, but was told that a speCIfic threat would have to be made to pursue It. In Massa's VIew McDowell could not take all the complamts hIS co-workers were makmg about hIm after he receIved the addItIOnal semonty and It was SImply eaSIer to get nd of hIm 17 When asked on cross-exammatIOn If Massa was the target of harassment by other employees, McDowell responded that he thought It was a "mutual thmg" that Massa "gave as good as he got." McDowell was aware that Massa alleged that employees were harassmg hIm, mcludmg Mike Robertson, Jeff Henderson, Ron GeIsbrecht, and Greg Stanley In September 1997 McDowell found a newspaper artIcle, entItled "Honesty needed to face drug problem" whIch had been modIfied to refer to Massa posted on the mam floor bulletm board. He took It down but dId not further mvestIgate It on the adVIce of Patnck HoulIhan, Human Resources Manager for the Southwest RegIOn, who adVIsed hIm that such an mvestIgatIOn would be fruItless ThIS was demed by HoulIhan, who testIfied that he dId not suggest that the matter not be mvestIgated although agreed that he may have told McDowell that an mvestIgatIOn was unlIkely to determme who posted the artIcle Tiny Ross, who stated that he "got along" WIth Massa, testIfied that he was aware of a lot of complamts by employees that Massa drove too fast and used hIS horn too much He was not aware of employees trymg to get Massa to lose hIS temper although he saw a comment wntten about Massa's wIfe, who IS abongmal, on hIS locker Ross testIfied that Massa gneved thIS and management mvestIgated the matter Someone from management came from Toronto to dISCUSS the harassment polIcy Exactly when thIS occurred IS not clear m the record 18 Robertson charactenzed hIS relatIOnshIp wIth Massa dunng the summer and fall of 1997 as "volatIle" although at one tIme they were fnends and he served as hIS umon steward For some penod, however they were not on speakIng terms Massa testIfied that In hIS VIew Robertson was gettIng a lot of flak from other employees for representIng hIm In hIS gnevances and It got to hIm AccordIng to Massa, he had no problems wIth Kestle In June 1997 although there had been earlIer ones Kestle testIfied that In May 1996 he was plaYIng pool at a pool hall In a tournament orgamzed by Mike Robertson for employees at work. The event was posted on the bulletIn board at work and employees who wanted to play SIgned up Kestle stated that he SIgned up for It and was plaYIng wIth Robertson when Massa came In, walked nght up to hIm and called hIm, repeatedly a "fuckIng asshole" and a "pIece of ShIt." He stated that Robertson Intervened comIng between hIm and Massa, and told Massa that he was not caUSIng any trouble at thIS SOCIal functIOn and that If he wanted trouble he would accommodate hIm outSIde Massa, he testIfied, contInued to call hIm a "fuckIng pIece of ShIt" and Robertson told hIm to get out and Joe then saId, "1'11 be back later" and left. Kestle testIfied that he had gIven Massa a letter of counselIng two days earlIer and that Massa was upset about It. As a result of thIS IncIdent, Kestle contacted the polIce because It was not the first tIme he had been threatened by Massa. There was an earlIer IncIdent In 1991 Kestle had gIven hIm a warnIng letter for smokIng at work and a day and a half later he stated that Massa drove up to hIm, stoppIng abruptly leaned over hIS machIne and pOInted hIS finger 19 at hIm and saId "you're gomg to dIe" "one of these days you're gomg to dIe" He stated that Massa was dIscIplIned as a result. In regard to the pool hall mCIdent, Massa testIfied that he was mVIted to play by Robertson but declIned because Kestle was to be there He dId not want to go because Kestle had wntten hIm up But the day before the tournament, Robertson called hIm and told hIm that Kestle had cancelled out, so Massa told hIm he mIght drop by Robertson demed thIS Massa stated that when he walked m, Kestle approached hIm and was sarcastIc, they had words, and Robertson mtervened and threatened to take hIm outsIde If he wanted a fight, then asked hIm to leave He stated that It was "not [Robertson's] fight or argument." He had "words" to say to Kestle he saId them and that was It. He then went to have a beer where Tiny Ross advIsed hIm to "cool off" Ross was not asked about thIS mCIdent As to the mCIdent m 1991 Massa was asked on exammatIOn-m-chIef If he told Kestle that he was "gomg to dIe one of these days" He ImtIally responded that he "SaId somethmg along those lInes" and that he was dIsCIplIned for It, but later demed domg so Peter Deely a warehouseman 4 testIfied on behalf of the Umon. In hIS VIew Robertson dId not dIrectly try to "push Joe's buttons" but he "collaborated" WIth those who dId even though he was a umon steward and member of the Health & Safety eommIttee Deely felt that others, partIcularly Jeff Henderson and Ron GeIsbrecht, dId not get along WIth Massa, that they had a personalIty clash, and they would go out of 20 theIr way to get Massa aggravated At tImes, In hIS VIew they succeeded. He felt that Massa was a competent, fast forklIft dnver who would "push the truck as fast as It could go whenever he could." He was aware of complaInts by Henderson, Robertson and GeIsbrecht about the speed Massa drove hIS forklIft, but It was hIS belIef, even though the complaInts were valId, that It was theIr way of gettIng back of Massa for the conflIcts they had. In hIS VIew everyone drove fast. On cross-eXamInatIOn, Deely stated that Massa had dIfficulty wIth other employees, not just Henderson, GeIsbrecht and Robertson. In hIS VIew Massa was short-fused and would get heated at work. 2. Positions of the Parties The Employer asserts that It presented clear and cogent eVIdence that the gnevor Improperly drove hIS forklIft on June 3 1997 as he entered the B aIsle, endangenng two co-workers It submIts that the testImony of McDowell, Robertson and Kestle should be credIted over the demals of the gnevor All three, It argues, testIfied that Kestle and Robertson qUIckly had to jump out of the way as Massa entered the aIsle gOIng fast, resultIng In a near mISS It submIts that Massa used hIS horn to clear a path Instead of gIVIng the pedestnans the nght of way as reqUIred. The employer urges me to rely on the test for credIbIlIty set out In Faryna v Chorny [1952] 2 DLR 344 (B e c.A.) It submIts that under that standard, the testImony of McDowell, Kestle and Robertson was not only conSIstent but far more plaUSIble than the verSIOn of events descnbed by the gnevor It submIts that Massa's testImony that he was travelIng at creep speed IS patently ImplausIble SInce both Kestle and Robertson were 21 reqUIred to jump out of the way to aVOId bemg struck. It further argues that Massa's verSIOn of events changed and that he belIeved hIS memory was better at the heanng than shortly after the mCIdent, a sItuatIOn whIch IS most unlIkely as found m AFG Industries Ltd and United Steeehwrkers of America, Local 295 (unreported, July 9 1998) (eharney) In the employer's VIew the three-day suspenSIOn and related dIsCIplIne was fully justIfied. It argues that the gnevor's actIOns constItute senous mIsconduct gIven the Importance of safety m the workplace It pomts out that Massa was an expenenced forklIft operator who knew what was expected but SImply chose not to follow the rules In support of ItS contentIOns, the Employer relIes on Re Chlysler Canada Ltd and Canadian AutoYf,orkers, Local 1285 (1997) 68 L A.e (4th) 252 (Kennedy) and Re Summit Logistics Inc andRetail Wholesale Union, Local 580 (1998) 72 L.A.e (4th) 289 (Kelleher) The Umon asserts that no dISCIplIne was warranted It submIts that the eVIdence establIshed that the gnevor was not dnvmg hIS forklIft dangerously nor that he mIsused the horn. It contends that the board cannot credIt Robertson, Kestle or McDowell m lIght of theIr antIpathy towards the gnevor The Umon submIts that Robertson cannot be credIted. It argues that there was a group of employees, mcludmg Robertson, who acted lIke bullIes m a schoolyard WIth Massa as theIr VIctIm ThIS was demonstrated, It submIts, by the postmg of the altered 22 newspaper artIcle and numerous other Instances of harassment. It submIts that the employer allowed a pOIsoned work envIronment to eXIst to the detnment of the gnevor It further submIts that McDowell IS not credIble because he made thIngs up In hIS testImony such as talkIng to Ross about the gnevor's dnvIng and folloWIng orders from HoulIhan not to InVestIgate the newspaper artIcle It argues that there were Internal InCOnsIstencIes In McDowell's testImony as well as InCOnsIstencIes WIth other WItnesses It pOInts out that In the letter of dIscIplIne McDowell dId not refute that he was at Dock 6 when Massa passed hIm and suggests that thIS was not an oversIght Instead, It submIts that McDowell was, In fact, at Dock 6 and could not see what occurred In the B aIsle It notes that former manager Smedly could have been, but was not, called to testIfy about McDowell's actual locatIOn. The Umon further argues that McDowell admItted that he dId not gIve the benefit of the doubt to Massa, but accepted Robertson's and Kestle's statements despIte knOWIng about theIr ammosIty towards Massa. Kestle, In the Umon's VIew merely stated that Massa was dnvIng too fast, but not recklessly In ItS submIsSIOn, the IncIdent was blown out of all reasonable proportIOn. The Umon further submIts that Massa was the only person dIscIplIned for Improper use of the horn, and pOInts out that no dIscIplIne was Imposed on eIther Robertson or Kestle despIte the fact that they were standIng In the aIsle Improperly It submIts that the way the gnevor drove hIS forklIft was no dIfferent than others who were not dIscIplIned 23 3 Decision Based on my reVIew of all of the eVIdence, I conclude, on the balance of probabIlItIes, that the gnevor Improperly operated hIS forklIft entenng the B aIsle on June 3 1997 I conclude that he faIled to gIve the nght of way to the two workers present or operate hIS forklIft wIth due cautIOn eounsel for both partIes urged me to apply the test for credIbIlIty outlIned by the BntIsh eolumbIa eourt of Appeal decIsIOn In Faryna v Chorny supra, at pp 356-7 If a tnal judge's findIng of credIbIlIty IS to depend solely on whIch person he thInks made the better appearance of sIncenty In the WItness box, we are left WIth a purely arbItrary findIng and jUstIce would then depend upon the best actors In the WItness box. On reflectIOn It becomes almost aXIOmatIC that the appearance of tellIng the truth IS but one of the elements that enter Into the credIbIlIty of the eVIdence of a WItness OpportumtIes for knowledge powers of observatIOn, judgment and memory abIlIty to descnbe clearly what he has seen and heard, as well as other factors, combIne to produce what IS called credIbIlIty A WItness by hIS manner may create a very unfavourable ImpreSSIOn of hIS truthfulness upon the tnal Judge and yet the surroundIng CIrcumstances In the case may pOInt deCISIvely to the conclUSIOn that IS actually tellIng the truth I am not refernng to the comparatIvely Infrequent cases In whIch a WItness IS caught In a clumsy lIe The credIbIlIty of Interested WItnesses, partIcularly In cases of conflIct of eVIdence cannot be gauged solely by the test of whether the personal demeanor of the partIcular WItness carned conVIctIOn of the truth. The test must reasonably subject hIS story to an eXamInatIOn of ItS conSIstency WIth the probabIlItIes that surround the currently eXIstIng condItIOns In short, the real test of the truth of the story of a WItness In such a case must be ItS harmony WIth the preponderance of the probabIlItIes whIch a practIcal and Informed person would readIly recogmze as reasonable In that place and In those condItIOns Based on thIS standard, whIch I find appropnate to apply I credIt the testImony of McDowell, Kestle and Robertson over the testImony of the gnevor The testImony of McDowell, Kestle and Robertson firmly support the conclUSIOn that Massa caused a 24 "near mISS" as he turned Into the B aIsle All stated that Massa was gOIng too fast as he turned and that he dId not suffiCIently slow down as he entered the aIsle All stated that Robertson had to jump onto hIS forklIft and Kestle onto a pallet Both employees feared beIng hIt All three were eyeWItnesses to the IncIdent and clearly and conSIstently descnbed what occurred. TheIr testImony contaIns far too many sImIlantIes to have been fabncated unless there was a conspIracy among them Although there was eVIdence of III feelIng toward Massa, there was no eVIdence of a conspIracy TheIr testImony In my VIew was Internally conSIstent and In accordance WIth the preponderance of probabIlItIes The dIfferences In the testImony of McDowell, Kestle and Robertson were relatIvely mInor - how far Into the B aIsle they were how many tImes Massa sounded the horn In all key respects, however theIr testImony was conSIstent. The conSIstency of theIr testImony moreover stands In sharp contrast WIth the ShIftIng recollectIOn of the gnevor Massa's recollectIOn of what occurred repeatedly changed throughout hIS testImony He confused what he normally would have done WIth what he "thought" happened and what actually occurred. There were also dIfferences In hIS testImony at the heanng and hIS response to the NOID His recollectIOn, In hIS VIew Improved WIth the passage of tIme whIch IS most unlIkely AFG Industries Ltd and United Steehwrkers of America, supra. The entIrety of hIS testImony whIch IS revIewed In detaIl above, leads me to questIOn hIS perceptIOn of the event and hIS recollectIOn of what occurred 25 Massa's changes m recollectIOn, moreover concern cntIcal aspects of the event, mcludmg the speed at whIch he was travellIng and made the turn, and what he saw Kestle and Robertson do He testIfied that he was gomg at "hIgh speed" as he passed McDowell but m hIS response to the NOID stated that he was "already at reduced speed when he passed" McDowell For hIS turn, he alternately stated that he was at "creep" and "regular" speed What he saw Kestle, and partIcularly Robertson, do as he entered the B aIsle also repeatedly changed. These are key pomts and Massa's changmg recollectIOn leads me to favour the consIstent testImony of McDowell, Robertson and Kestle over that of the gnevor The gnevor's account was, m my VIew both mconsIstent and Improbable I further conclude that the dIscIplIne Imposed, a three-day suspenSIOn, a trammg reVIew and a reqUIrement to be off powered machmery for ten days, was appropnate even though there had been no pnor dIscIplIne There was substantIal eVIdence of the Importance of safety m the warehouse and the danger posed by forklIfts and transporters Massa's actIOns on June 3 1997 jeopardIzed the safety of both Robertson and Kestle and justIfied a dIscIplInary response Re Chrysler Canada Ltd and CAW Local 1285 supra, Re Summit Logistics Inc and Retail Wholesale Union, Local 580 supra The eVIdence establIshed that the gnevor had two pnor counselIngs regardmg aggreSSIve dnvmg and was clearly on notIce to reduce speed and proceed WIth due cautIOn. On May 9 1997 less than month before the mCIdent m questIOn, he was speCIfically adVIsed by McDowell that "m the presence of pedestnans reduced speed and mcreased awareness IS m order" and to use "extreme care" He was an expenenced 26 forklIft operator well aware of the employer's expectatIOns In hIS VIew he had reduced hIS speed He may well have done so as confirmed by Tiny Ross, but on this occaSIOn, on the balance of probabIlItIes, he dId not slow down and he faIled to operate hIS forklIft In a safe manner As a result, I conclude that the employer had just cause to Impose the three-day suspenSIOn and related dIscIplIne FInally there was InSUffiCIent eVIdence that others were not dIscIplIned for a lIke offense The gnevor was not dIscIplIned for hIS use of the horn, but for dnvIng the forklIft In an unsafe manner C. The Ten-Day Suspension On October 27 1997 the gnevor was gIven a ten-day suspenSIOn for two IncIdents The first one occurred on September 15 1997 and alleges that Massa threatened and IntImIdated a co-worker Jeff Henderson, In the workplace The second occurred on September 30 1997 and alleges that Massa operated hIS forklIft In a reckless operatIOn of a forklIft, endangenng a co-worker Mark Walker 1 The September 15, 1997 incident. The September 16 1997 NOID states, In pertInent part On the mornIng of September 15 1997 we receIved a complaInt from a co-worker allegIng that you engaged hIm and used abUSIve and threatenIng behavIOur Jeff Henderson, a Warehouseman 3 at the London Warehouse testIfied that on September 15 1997 he was assemblIng orders for vanous stores He stated that just 27 before the first break In the mormng, he came across an area that needed more stock so he called on the publIc address (P A) system for more stock, and contInued to assemble hIS order The eVIdence establIshed that "callIng for drops" on the PAIS a regular practIce and IS how assemblers convey product needs to the forklIft operators About five mInutes later after he fimshed the rest of the order he called on the P A a second tIme, thIS tIme USIng Massa's name to get hIS attentIOn. SpeCIfically Henderson stated that he saId "Joe Massa, I need a drop In E aIsle Edward 14 Joe Massa, drop In E aIsle Please Edward 14 " He testIfied that thIS was not unusual, that It was common practIce to use a forklIft operator's name on the P A and that he had done It WIth every other forklIft operator In the warehouse The stock was stIll not forthcomIng and as It was very close to hIS break he went to complaIn to SupervIsor Kestle and ActIng Foreperson Don Hams He let them know that he was unhappy WIth the speed of the drops, that It was an ongoIng problem and that It was theIr responsIbIlIty to rectIfy the SItuatIOn Kestle and Hams assured hIm that they would speak to Massa and try to straIghten the SItuatIOn out. After the break, Henderson went back to the same locatIOn WIth another skId to complete the order He overheard Kestle and Hams talkIng to Massa, who raIsed hIS VOIce and claImed harassment. A short tIme later Henderson testIfied that he was In G aIsle, reVIeWIng hIS order when he looked up and notIced Massa SIttIng on hIS machIne WIth hIS baseball cap pulled low He stated that Massa saId, "don't abuse my name on the P A anymore" He testIfied that he was dumbfounded and had no Idea what Massa was refemng to He then saId, 28 "excuse me?" Massa repeated hImself, loudly angnly leanIng off the truck and shakmg hIS finger at hIm Henderson stated that he then asked Massa "what are you talkmg about Joe?" Massa replIed, "Isn't your hIS ass already m enough hot water" Henderson stated that he agam asked, "what are you talkmg about" and Massa repeated what he had saId and added "not to push It WIth hIm" to whIch Henderson responded "do whatever you have to do " Massa then drove away and Henderson notIced co-worker Ron GeIsbrecht about 15 to 20 feet away He asked GeIsbrecht, "dId you see that?" and he saId "yeah, what was that all about It?" Henderson told hIm he dId not know but he was not gomg to put up WIth any more "nonsense" from Massa. He then went to the office to report the mCIdent to Kestle and McDowell That same day Henderson proVIded a wntten statement, whIch comports WIth hIS testImony It also added the followmg "ThIS IS only one m many run-ms that I and others have had WIth Joe Massa over the past several years I am tIred of bemg threatened & prevented from domg my job by thIS mdIvIdual " Henderson testIfied that he was not on speakmg terms WIth Massa at thIS tIme and tned to stay as far from Massa as he could. An earlIer problem arose m November 1996 after Massa requested, through a supervIsor that he wnte larger on the skIds He dId that and then asked Massa, who was WIth Robertson at the tIme, "IS that all nght?" and Massa "flew off the handle" yellIng and sweanng at hIm Henderson got off hIS machme and asked Massa what the problem was and Massa swore at hIm agam, called hIm a "fuckmg asshole" and that he would not put up WIth hIS bullshIt. Henderson replIed "why don't 29 you try and be a man')" On cross-eXamInatIOn, Henderson admItted that he also rubbed eyes as If brushIng away tears as Massa left, dOIng that as a partIng shot to let hIm know he was actIng lIke a baby Later Henderson was called to the office to determIne If he threatened Massa, as Massa had alleged. Both he and Robertson demed that he dId and no dIscIplIne resulted. It was at that pOInt, he stated, that he decIded to stay away from Massa. Another IncIdent occurred In the spnng or WInter of 1997 Henderson stated that Massa pushed hIm as he was gOIng out the door AgaIn, no dIscIplIne resulted. Later In the day on September 15 1997 Henderson was contacted by a polIce officer at work. Massa had alleged that Henderson had threatened to "break hIS head or face" Henderson was IntervIewed, along wIth GeIsbrecht. No charges were filed, although the polIce officer Informed hIm that Massa planned to contact a jUstIce of the peace about purSUIng the matter Massa dId pursue the matter wIth a jUstIce of the peace In mId-October 1997 Henderson was subpoenaed In connectIOn wIth that and retaIned a cnmInal lawyer The matter was dIsmIssed when the erown refused to prosecute Henderson acknowledged that he was angry and upset wIth Massa over thIS In January 1998 Henderson reSIgned from the LeBO In large part blamIng "harassment and IntImIdatIOn" by Massa and management's delay In dealIng wIth hIm as the reason 30 Henderson testIfied that he was not physIcally wOrrIed about what occurred wIth Massa on September 15 1997 Instead, he stated that he was wOrrIed about a repeat of the type of false allegatIOns that took place m November 1996 He had "no Idea what Massa was capable of" He also found Massa's gestures and words mtImIdatmg and threatemng. Ron GeIsbrecht, an assembler at the London warehouse testIfied that on September 15 1997 he heard Henderson call for a drop m the E aIsle Then, a lIttle later on, heard Henderson call agam, "Joe Massa, can I have a drop m the E aIsle" He estImated that there was approxImately 10 mmutes between the calls A lIttle later on, he was m G aIsle assemblIng when Massa came down and "confronted Jeff" He dId not hear what was saId at first, and then Massa saId, loudly "now your ass IS gonna be m hot water" to whIch Henderson replIed, "well, do what you got to do" Massa then drove away In hIS VIew neIther Massa nor Henderson appeared threatened by the exchange GeIsbrecht's verbal statement that mornmg, whIch was reduced to wntmg, states, m pertment part, as follows I hear Jeff call for a drop m "E" aIsle tYPIcally - drop m "E" aIsle - E130 Moments later heard Jeff repeat call thIS tIme callIng "Joe Massa drop please at E130 that's E 130 " Some 20 - 30 mmutes later whIle m "G" aIsle I wItnessed Joe dnvmg down to where Jeff was workmg. I was some 6-8 feet away and heard Joe m a loud VOIce tell Jeff "I am gomg to have your ass m hot water" and then heard Jeff say for hIm to "do what you have got to do " NeIther employee appeared threatened by the exchange Joe was talkmg m a very loud manner 31 GeIsbrecht acknowledged that he and Henderson were fnends Don Hams, a elerk 5 Stock eoordInator and, at tImes, ActIng General Foreperson, testIfied that on September 15 1997 Henderson came Into the General Foreman's office InSIStIng that he do somethIng about the lack of drops he was expenencIng on the floor Henderson stated that he had called several tImes for a partIcular dorp and that Massa was Ignonng hIm As a result, Hams, along wIth SupervIsor Kestle, decIded to speak to Massa about thIS Hams accepted Henderson's VIew that Massa was slow In respondIng to hIS calls sInce, In hIS VIew Henderson was not prone to complaIn and he had no reason to doubt hIm DUrIng theIr meetIng wIth Massa, Hams stated that Kestle dId the talkIng. He stated that Kestle asked Massa, In a profeSSIOnal manner to make sure that he paId more attentIOn to the P A and made the drops called for Massa responded that he had a hearIng ImpaIrment Kestle told hIm to lIsten more closely and Massa claImed harassment In Hams's VIew there was no harassment but only a polIte request. lIe recorded the dISCUSSIOn because In hIS expenence wIth Massa, It was necessary to have wntten documentatIOn because thIngs changed when he told them to other people He was not aware before thIS that Massa had a heanng ImpaIrment. AccordIng to Kestle, he had receIved "a lot of heat" from Henderson and GeIsbrecht about not gettIng tImely drops from Massa. When Henderson complaIned agaIn on September 15 1997 Kestle spoke to McDowell about It and was dIrected, along 32 wIth Hams, to speak to Massa about the Importance of gettIng the drops done Kestle testIfied that he told Massa, "In a nIce way" that he had to pay closer attentIOn to the P A and make the drops, that the drops were more Important than puttIng the stock away and that "when these guys call kIndly gIve them theIr drops" He stated that Massa told hIm that he had trouble heanng the P A because hIS truck was nOISY and he told Massa to have It checked out. He confirmed that the forklIft was nOISY Massa told Kestle that he would be filIng a gnevance because Kestle was haraSSIng hIm Kestle testIfied that he was not aware before thIS, that Massa had a heanng problem Massa's explanatIOn of what occurred dIffers substantIally He stated that September 15 was a very busy day WIth a lot of stock comIng In He heard Henderson request a drop and stopped to lIsten but could not hear It. He stated a "number of the speakers don't work well" and If a forklIft operator was mOVIng on hIS machIne he could not hear the call In hIS VIew thIS was "not just me but everyone" Massa stated that a couple of mInutes later he heard the call for a drop agaIn and that he went there WIthIn the next couple of mInutes As he got there, Henderson was dnvIng away curSIng at hIm He Ignored It and made the drop He was on hIS way to Kestle to complaIn about Henderson's actIOns when Don Hams and Kestle came out to see hIm Massa asked Kestle If he had heard what Henderson saId on the P A to whIch Kestle responded "no" but that Henderson had just complaIned about hIm Massa stated that Kestle InSIsted that he should lIsten more carefully to the P A. Massa then saId that he was "gettIng Imtated " He told them that he lIstens as carefully as he can. Kestle then asked hIm whether he had followed procedure and complaIned to Henderson and Massa responded, "no 1'11 do that" 33 and drove over to speak to Henderson. He stated that thIS was the reqUIred procedure regardmg harassment. One had to approach the person, let them know how you felt and then report It to management If the matter was not corrected. ThIS dIrectIOn to confront Henderson was not confirmed by eIther Kestle or Hams Kestle was not asked about It. Hams, on cross-exammatIOn, was asked whether at the end of the dIscuSSIOn, Massa mdIcated where he was gomg or mdIcated that he was gomg to speak to Henderson, and hIS response was "not that I recall " Massa testIfied that he pulled up to Henderson m the G aIsle and told hIm, "Jeff, I don't lIke you abusmg me harassmg me on the P A system" Massa stated that he felt that Henderson was trymg to show hIm up He stated that Henderson saId, "what are you gomg to do about It')" Massa told hIm that he would gneve It, and Henderson replIed "get the fuck out of here or 1'11 break or smash your face" Massa then drove away saymg, "Isn't your ass m enough hot water as It IS')" Massa demed pomtmg hIS finger at hIm, raIsmg hIS VOIce or saymg the words "not to push It WIth me" He saId "I don't thmk I made that statement." In hIS VIew Henderson was a "bully" who "thmks he IS the only one to overachIeve there" Massa dId not lIke to be bullIed by hIm, espeCIally on the PA system When asked how Henderson had abused hIm on the P A, Massa stated that Henderson had complamed about the number of tImes he had to call, that thIS was the "thIrd tIme lIke that." He was upset about the fact that he called hIS name on the P A, and the way he saId It. In hIS VIew It was "rude" and Henderson had "no nght to talk to me m that manner" Massa stated that hIS aIsles were the best m the warehouse He dId not lIke to be called for drops because It "looks lIke I'm not domg my job" Later he called 34 the polIce about Henderson's threat. The matter was InvestIgated and no charges were laId On cross-eXamInatIOn, Massa acknowledged that he was upset whIch was why he went over to Henderson At first, he demed that he was angry then admItted that he was "pIssed off' although he dId not lose hIS temper He acknowledged that he was In a very bad mood, and had been up all the pnor mght wIth a headache The next day on September 16 1997 McDowell met wIth Massa, along wIth Umon RepresentatIve Moody to dISCUSS what occurred. Massa explaIned hIS verSIOn of the event, whIch Involved Henderson threatemng hIm Later that day the NOID was Issued, requestIng a wntten reply wIthIn three days Umon RepresentatIve Don McDermott later told McDowell that there would be no wntten reply to the NOID No dIsCIplIne was Issued to Massa on thIS matter untIl October 27 1997 even though the gnevor was present at work from September 16 through September 30 2. Incident of September 30,1997 On October 20 1997 the gnevor was sent a NOID that states, In part, as follows On the mormng of September 30 1997 at approxImately 1045 a.m It IS alleged that you operated your forklIft truck In an unsafe manner endangenng a fellow worker The allegatIOn asserts that you carelessly operated your forklIft truck at the IntersectIOn of the "E" pIckIng AIsle and the maIn northlsouth corndor faIlIng to YIeld the nght of way to an order pIckIng staff member caUSIng hIm to swerve out of our path to aVOId beIng hIt 35 Mark Walker a warehouseman 4 testIfied on examInatIOn-In-chIef, that he was dnvIng a loaded transporter past the ShIppIng office headIng south, "CruISIng at a good speed" when he came to the E aIsle He heard a horn, saw a forklIft truck was eXItIng and he veered to the left to aVOId a collIsIOn. He proceeded on hIS way He testIfied that he had no recollectIOn of what Massa, who was dnvIng the forklIft, dId or whether he stopped or not. Later he spoke wIth Jeff Henderson and one of them may have SaId that It "mIght have been a close one" Later an IncIdent report was filed and he was called In to state what had happened. He testIfied that he "wrote what happened at the tIme" The IncIdent report states, In Walker's wntIng and SIgnature DnvIng south at ShIppIng when heard horn eXItIng E Isle (SIC) Fork truck was turn (SIC) hIS nght lookIng nght not left Swerved to my left to mISS and kept gOIng I thInk he preoccuppIed (SIC) WIth Mr Henderson comIng from ShIppIng. Don Hams, then ActIng General Foreperson, confirmed that Walker wrote thIS statement and that Walker stated that he had to swerve to aVOId collIdIng WIth Massa comIng out of the aIsle He gave the InCIdent report to McDowell In a typed verSIOn of the InCIdent report the words "beIng hIt" were added after the word "mISS" but there IS no IndIcatIOn who made that change On cross-eXamInatIOn and then re-eXamInatIOn, It became apparent that Walker changed hIS testImony about Massa's actIOns at the tIme On examInatIOn-In-chIef, he stated that he could not recall If Massa stopped or not, yet he had earlIer told Mr 36 Stemberg, counsel for Massa, that Massa dId not stop abruptly He then vacIllated between saymg that he could not recall If Massa stopped or not, and saymg that he dId not stop Walker clearly told dIfferent thmgs to counsel for the LeBO Mr Sherrard, and to Mr Stemberg about hIS recollectIOn of what Massa dId. Walker also told Massa, afterward, that he could have stopped hIS machme If he wanted to but chose to dnve around and that he dId not consIder thIS a near mISS On re- exammatIOn, he acknowledged that he was gomg "full tIlt" at the tIme and that If he abruptly stopped, he could have gone flymg off the machme and hIS load would have toppled. Tiny Ross confirmed thIS Both Robertson and Henderson asserted that they wItnessed thIS mCIdent. Robertson testIfied that he was mId-way through the stagmg area commg mto the warehouse and saw Walker swerve to aVOId bemg hIt by Massa's forklIft. He stated that Massa stopped abruptly causmg the forks on hIS truck to jump up and down, or "chatter" Robertson InItIated a health and safety report on the mCIdent. Afterward, Walker told hIm "thanks a lot" smce Walker had not wanted the report to be filed. Henderson testIfied that he was standmg m front of the shIppmg office after pIckmg up an order He heard a senes of horn blasts, looked up and saw Massa eXItmg the E aIsle and Walker along the corndor "on a collISIOn course" He stated that Massa was commg out of the aIsle "at a pretty good clIp" that Walker was able to swmg around and that Massa tned to stop hIS machme commg to a stop just outSIde the mouth of E 37 aIsle He stated that It was a "vIOlent stop" and that the forks on Massa's forklIft chattered as a result. Both employees then went on theIr way Henderson then looked for Robertson, as a member of the Health and Safety eommIttee to report what occurred and found hIm In the stagIng area. Henderson stated that he told Robertson that there was another near mISS to whIch Robertson replIed that he had also seen It and would report It. A few days later he was approached by Don Hams to wnte a statement, whIch he dId Massa had no recollectIOn of thIS IncIdent. He was first adVIsed of It on October 21 1997 when he receIved the NOm Although McDowell testIfied that the health and safety IncIdent report was attached to the NOm as well as another unrelated one InvolvIng Steve Senese, Massa testIfied that there were no attachments to the NOID that he was gIven. He also stated that he asked Don Hams, who handed hIm the NOID what the IncIdent was about, who was Involved and If any reports had been filed, to whIch Hams stated that he dId not know Hams had no recollectIOn of thIS, but thought that It was unlIkely SInce he had taken both Henderson's and Walker's statements whIch were contaIned on the IncIdent report. Massa stated that he then InvestIgated to determIne who was Involved, finally askIng McDowell who responded angnly "you know. It Involved Walker" ThIS eVIdence was not put to McDowell Massa testIfied that he then called Walker on the phone He stated that Walker was surpnsed that he was just learnIng about the IncIdent. Although Massa stated that McDowell InItIally refused to let hIm see the 38 report, he testIfied that McDowell gave It to Walker to gIve to hIm He then called Walker to dISCUSS It and vIsIted hIm where they dIscussed what occurred for three hours In Massa's VIew the IncIdent could not have occurred the way It was reported, If It occurred at all In hIS VIew It made no sense that he would not look both ways when eXItIng the aIsle SInce that would be "SUIcIde" or that he was preoccupIed wIth Henderson In hIS VIew Robertson had no clear VIew of the aIsle He stated that he and Walker concluded that Walker was the one who may not have been lookIng. On October 23 1997 Massa submItted a wntten response to the October 20 NOID In It, he stated that he could not recall anythIng about September 30 The legItImacy of the IncIdent was subsequently raIsed by Massa wIth the Mimstry of Labour Patnck HoulIhan, who met wIth Mimstry of Labour offiCIal Ellenor eastle testIfied that she Informed hIm that she had met wIth Mark Walker who venfied that what he wrote on the IncIdent report, In fact, occurred. The gnevor's 1997 attendance record shows that after September 30 1997 he was off work for part of the day on October 1 2 and 3 off most of the day on October 6 the date that the health and safety report was completed, and all of October 7 8 and 9 He was at work on October 10 October 13 was the ThanksgIvIng holIday Then, on October 14 McDowell met WIth Massa, WIth a umon representatIve, to dISCUSS what had occurred both on September 15 and September 30 After explaInIng the purpose of the 39 meetIng, Massa became III and left work. Massa was at work the next two days, October 15 and 16 and then was off agaIn on October 17 The NOID was Issued on October 20 1997 and delIvered to hIm the folloWIng day The employer may send a NOID by regIstered maIl McDowell testIfied, however that he been gIven "InstructIOns" from Massa not to bother or harass hIm at home McDowell testIfied that there was no ImmedIate dIscIplIne of Massa over the September 15 1997 IncIdent because he was In and out of work. He felt that It was appropnate to let hIm re-establIsh hImself before bnngIng up some of these Issues and wanted to talk to hIm about them He also stated that It was a busy tIme at the warehouse Patnck HoulIhan, Human Resources Manager for southwestern Ontano testIfied that he adVIsed McDowell that because of the delay In dIscIplIne regardIng the September 15 InCIdent, It could no longer be the subject of dIscIplIne Independently It could, however In hIS VIew be combIned WIth the InCIdent on September 30 and the appropnate measure of dIscIplIne could be applIed. On cross-eXamInatIOn, he acknowledged that WaItIng from September 16 to October 27 to dIscIplIne was In error and precluded the Independent use of It Further because of the delay HoulIhan could not support harsh dIscIplIne Instead, It was determIned that the two InCIdents warranted a ten-day suspenSIOn. He could not say the preCIse number of days attnbuted to each InCIdent. Rather management was concerned WIth both. In hIS VIew the Walker InCIdent was a 40 repetItIOn of the type of unsafe dnvmg for whIch Massa had been gIven the three-day suspenSIOn and It demonstrated that the message that management was trymg to convey to Massa had not come through. 3 Positions of the Parties The Employer submIts that It establIshed, on the balance of probabIlItIes, that Massa threatened and mtImIdated Henderson on September 15 1997 and that he endangered Mark Walker on September 30 when he dId not properly eXIt the G aIsle on hIS forklIft. In ItS VIew hIS actIOns constItuted senous mIsconduct that warranted a 10- day suspenSIOn. The Employer contends that Massa's confrontatIOn was threatemng to Henderson Although Henderson was not m fear phYSIcally he dId not know what Massa was capable of and he feared more false allegatIOns The employer submIts that Massa's words were saId m a loud VOIce, that he leaned over hIS machme and shook hIS finger at Henderson The Employer further argues that Massa's verSIOn of events IS not credIble He was clearly angry about what he perceIved as Henderson's "abuse on the PA" hIS "rudeness" and the fact that he had complamed to management Massa went after Henderson, the Employer submIts, because he was angry On the balance of probabIlItIes, It submIts that Massa told Henderson "don't push It WIth me" Those words, the employer argues, combmed WIth the manner m whIch IS was SaId, constItute a threat for whIch sIgmficant dISCIplIne IS appropnate In support of ItS pOSItIOn, the Employer CItes Re 41 Toronto Western Hospital and Canadian Union of Public Employees Local 17 44 (1989) 6 L Ae (4th) 150 (Mitchmck, Bnggs, Sloan Taylor) The Employer acknowledges that there was a delay In dIscIplImng the gnevor regardIng the events on September 15 It acknowledges that It would have been preferable to have dIsCIplIned hIm before September 30 But It contends that the delay does not vOId the dISCIplIne It argues that It brought the matter to hIS attentIOn ImmedIately and thereafter WaIted for a wntten response to the NOID as Massa regularly proVIded a detaIled response It contends that there was no prejUdICe to Massa as a result of the delay In regard to the InCIdent on September 30 1997 the Employer submIts that thIS was a very senous matter partIcularly In lIght of the gnevor's hIStOry of aggressIve dnvIng and pnor dISCIplIne It contends that Massa dId not properly eXIt the aIsle and almost collIded WIth Walker It asserts that Walker changed hIS testImony In a bId to aSSIst Massa and submIts that neIther the change In hIS testImony nor hIS assertIOn that he could have stopped hIS vehIcle IS credIble It argues that If Walker had suddenly stopped, he would have been thrown from transporter and lost hIS load. The Employer further submIts thatMassa's vIOlent stop was wItnessed by both Robertson and Henderson. The Employer acknowledges that there was some delay In bnngIng thIS to Massa's attentIOn, but attnbutes the bulk of that delay to Massa's absence from the workplace It notes that the InCIdent report was finalIzed on October 6 1997 but that 42 Massa away from work the next three days Although he was present at work on October 10 thIS was followed by the ThanksgIvIng HolIday after whIch management attempted to meet wIth hIm Yet just as the meetIng started and Massa was Informed of the tOpICS to be dIscussed, Massa left. The employer argues that Massa suffered no prejUdICe as a result of the delay because Massa admItted he would recall It Ifhe had abruptly stopped. In the employer's VIew a ten day suspenSIOn was warranted In response to the gnevor's actIOns Threats to co-workers, It submIts, can not be tolerated by an employer CItIng Re Toronto Western Hospital, supra, and Re Dartmouth Ambulance Ltd and Canadian Union of Public Employees, Local 3264 (1994) 39 L A.e (4th) 236 (Haynes) Further gIven the Importance of safety at the workplace and the gnevor's pnor three-day suspenSIOn for unsafe dnvIng, the InCIdent of September 30th warranted a more severe dISCIplInary response The Umon contends that the employer's delay VOIds the dISCIplIne Imposed In ItS entIrety It asserts that the employer's actIOns amount to a comedy of errors It pOInts out that the employer WaIted SIX weeks to dISCIplIne the gnevor about the "threat" on September 15th whIch demonstrates just how senously It took Massa's alleged "threat." In regard to the September 30th InCIdent, the employer WaIted three weeks to Issue a NOID by whIch tIme the gnevor could not recall the InCIdent. In ItS VIew the delay severely prejudIced the gnevor The Umon submIts that the employer has a responsIbIlIty to exerCIse ItS nght to dISCIplIne In a faIr and reasonable manner whIch Includes actIng promptly It argues that the vanety of excuses offered by the employer - 43 that Massa was away that It wanted to remtegrate hIm first, that It was a busy tIme at the warehouse - all fall short and cannot excuse the type of delay whIch occurred here It submIts that none of Its excuses precluded a NOID from bemg sent by regIstered maIl to the gnevor In support of Its contentIOns, the Umon relIes on Re University of Ott([l1,a and International Union of Operating Engineers, Local 796-B (1994) 42 L A.e (4th) 300 (Bendel) Re Brun~ ick Bottling Ltd and Retail, Wholesale and Department Store Employees Union, Local 1065 (1984) 16 L A.e (3rd) 249 (IwamckI) Re COlporation of the Borough of North York and Canadian Union of Public Employees, Local 373 (1979) 26 L A.e (2d) 289 (SchIff) Re Air Canada and CAW Local 2213 (1993) 34 L A.e (4th) 13 (Frumkm) Re Manitoba Pool Elevators Brandon Stockyards and United Food & Commercial Workers Union, Local 832 (1993) 35 L A.e (4th) 276 (Peltz In the Umon's VIew McDowell's actIOns m regard to the ten-day suspenSIOn go beyond not gIvmg Massa the benefit of the doubt but amount to IgnOTIng anythmg he had to say WhIle the letter of dIscIplIne states that management receIved no response to eIther NOID m fact, a wntten response was filed m relatIOn to the October 20 NOID and a verbal one was provIded to the NOID of September 16th As a result, It contends that It was more than dIsmgenuous for McDowell to say m hIS letter of dIscIplIne that the employer receIved no response and argues that thIS constItutes another reason the dIscIplIne cannot be sustamed The Umon further contends that the JOImng the two mCIdents together for dIscIplInary purposes demonstrates that the Employer was, m realIty attemptmg to use 44 anythmg and everythmg to get nd of the gnevor ThIS was also demonstrated, m ItS VIew by ItS mclusIOn of the mCIdent report by Steve Senese, an mCIdent report whIch dId not form the basIs of any dIscIplIne In ItS VIew thIS was a clumsy attempt to pepper the record WIth prejUdICIal matenal and to portray the gnevor badly On the ments, the Umon contends that there were two verSIOns of the dIscuSSIOn between Henderson and Massa on September 15th and asserts that the board should credIt Massa over Henderson. But no matter whIch verSIOn IS accepted, It argues that no reasonable person could conclude that Henderson was threatened or mtImIdated. In ItS submISSIOn, the mCIdent was blown out of proportIOn It cItes to The Concise Oxford Dictionmy of Current English (SIxth EdItIOn) and notes that even under Henderson's verSIOn of events, what Massa IS alleged to have saId does not fit wIthm the defimtIOn of "IntImIdate" or "threaten." The Umon further asserts that the employer cannot attempt to dIscredIt Walker smce he was not declared a "hostIle wItness" and that It must accept hIS testImony as It stands In ItS VIew however Walker was not credIble and hIS testImony was replete WIth mconsIstencIes Nor It submIts, should Henderson be credIted about what occurred on September 30th. ThIS was two weeks after Massa had called the polIce m to mvestIgate Henderson's threat and Henderson was upset about that. SImIlarly the other wItness, Robertson, had called the polIce about Massa m June What IS left, It argues, IS very sketchy eVIdence of what occurred and the eVIdence IS msufficIent to support the allegatIOn 45 4 Decision I conclude, on the balance of probabIlItIes, that the gnevor threatened Henderson on September 15 1997 He also may have operated hIS forklIft In an unsafe manner on September 30 1997 I conclude however that because of the Employer's delay In ImpOSIng dISCIplIne regardIng the September 15th event and ItS delay In InformIng the gnevor about the IncIdent on September 30th the dIscIplIne Imposed IS VOId a. September 15, 1997 Incident Once agaIn, there IS an Issue of credIbIlIty Involved. Henderson's verSIOn of what was SaId on September 15th dIffers sIgmficantly from the gnevor's verSIOn. In my VIew although Henderson's testImony must be closely scrutImzed because of hIS ammosIty towards the gnevor I find hIS verSIOn of what occurred to be more plausIble than that of the gnevor The maIn reason I find It to be more plausIble IS because Massa was clearly very angry wIth Henderson for what he perceIved as Henderson's "abuse" of hIm on the PA and hIS complaInt to management that he was not tImely makIng the requested drops On cross-eXamInatIOn, he admItted that he was "pIssed off' He felt that Henderson was "rude" and that he had "no nght to talk to me In that manner" SInce hIS aIsles were the best In the warehouse Massa clearly had enormous pnde about the qualIty of hIS work and he was angry that Henderson complaIned about the delay In drops, a complaInt whIch, In hIS VIew was unreasonable He thought that Henderson was tryIng to show hIm 46 up makmg It look lIke he was not domg hIS job The eVIdence supports the conclUSIOn that he sought out Henderson to confront hIm There was no corroboratIOn of hIS assertIOn that he was dIrected to do so by Kestle or Hams As a result, I find Massa's testImony that he dId not raIse hIS VOIce and remamed calm to be mherently ImplausIble I conclude that It IS more lIkely than not that he raIsed hIS VOIce, shook hIS finger at Henderson and told hIm that hIS "ass was m enough hot water already" and "not to push It" WIth hIm That IS a threat, albeIt an unspeCIfied one I conclude, however that the dIscIplIne Imposed cannot stand. No dIscIplIne was Issued on thIS matter untIl October 27 1997 SIX weeks after the event Accordmg to Brown and Beatty Canadian Labour Arbitration at 7 2100 It IS a "matter of general arbItral pnncIple" that "the employer must sanctIOn an mdIvIdual for behavIOur It regards as mappropnate m a reasonably expedItIOUS fashIOn " The case law CIted by the Umon supports thIS conclUSIOn. For example, m Re COlporation of the Borough of North York and Canadian Union of Public Employees, Local 373 supra at p 290 a delay of seven (7) weeks m Imposmg dISCIplIne was determmed to be "much too long." In Re Brun~ ick Bottling Ltd and Retail, Wholesale and Department Store Union, Local 1065 supra, whIch relIed on the Borough of North York decIsIOn, an eleven-week delay was deemed "too long also" Exactly what constItutes "a reasonably expedItIOUS fashIOn" wIll vary dependmg on the facts In Re Manitoba Pool Elevators Brandon Stockyards and UF C W Local 832 supra, although the arbItrator concluded that an eIght and one-half month delay was 47 "Inherently unfaIr and prejUdICIal" he determIned that "part of the penod of delay mIght be justIfiable" (p 285) SpecIfically a delay of four months whIle WaItIng for the outcome of a related gnevance "mIght be reasonable" In Re Beaver Foods Ltd and Hotel, Restaurant and Culinmy Employees and Bartenders Union, Local 40 supra, a case cIted by the Employer a four-month delay was found acceptable under the specIfic facts of the case In thIS case the IncIdent occurred on September 15 1997 and management met wIth the gnevor the next day Later on September 16 1997 the NOID was Issued, wIth a dIrectIOn to the gnevor to respond In wntIng wIthIn three days No wntten response was provIded wIthIn the three days and at some pOInt, It IS not clear when, McDowell was Informed that no wntten response would be forthcomIng. No further InVestIgatIOn after September 16th occurred, yet no dIscIplIne was Imposed untIl October 27 1997 SIX weeks later There was no reasonable explanatIOn for thIS delay The fact that the warehouse was busy may explaIn some of It, but cannot excuse a delay of SIX weeks Nor was Massa's absence from work at fault. Massa was present at work almost every day In September ThIS fact dIstIngUIshes the delay In ImpOSIng dISCIplIne on Massa as a result of the June 3 1997 IncIdent. In that case, dIscIplIne was Imposed on July 14 1997 but Massa was not present at work the entIre tIme Here, Massa was present at work untIl September 30th 48 SImIlarly there was no explanatIOn why McDowell thought It was necessary to provIde Massa tIme to reIntegrate hImself In the workplace before thIS matter could be dIscussed WIth hIm As the Employer recogmzed, It was an error to delay the ImposItIOn of dIscIplIne In thIS matter I further conclude that as a result of thIS delay the dIscIplIne cannot be maIntaIned. FInally I also find, under the specIfic facts of thIS case, that the employer's JOImng the two September InCIdents together for dIscIplInary purposes to have been Improper The two InCIdents were not related and were not sufficIently close In tIme to have been JOIned together b. The September 30th Incident It IS very dIfficult to determIne what occurred on September 30th Based on the eVIdence presented, I could reach the conclUSIOn, on the balance of probabIlItIes, that the gnevor caused another "near mISS" on September 30 1997 Although Walker's overall credIbIlIty was severely undermIned by hIS changIng testImony about what Massa dId after he had to swerve - whether he abruptly stopped or contInued on - the key pOInt, on whIch Walker was entIrely conSIstent, IS that he had to swerve to aVOId a collISIOn WIth the gnevor ThIS was confirmed by hIm not only In hIS testImony at the heanng, but was stated, In hIS own wntIng, In the Health & Safety report. ThIS was also corroborated by Hams who wItnessed Walker's completIOn of the report and, at Massa's InSIstence, It was subsequently venfied by the Mimstry of Labour 49 There was, however a three-week delay m mformmg the gnevor about thIS mCIdent. Not all of the delay was the employer's fault The Health & Safety report was not completed untIl October 6 1997 and thereafter Massa was off-work a great deal of the tIme He was only at work one day October 10 before McDowell tned to meet wIth hIm on October 14 Massa left that meetmg because of Illness almost ImmedIately after It began and the employer was unable to dISCUSS what occurred wIth hIm On the other hand, the employer could have raIsed the Issue WIth hIm ImmedIately even pnor to the completIOn of the Health & Safety report smce Massa was at work at least part of the tIme It also could have sent a NOID to hIm by regIstered maIl There was no valId reason why a NOm was not sent to hIm An employee's mstructIOns not to be "harassed" at home cannot overnde the Employer's oblIgatIOn to act expedItIOusly AlternatIvely the employer could have met wIth Massa on October 10 15 or 16 although that the latter dates may well have also been too late In my VIew the mam problem wIth the delay IS that Massa could not recall the mCIdent. As a result, he was prejudIced. He was not able to offer any explanatIOn or response because he could not recall the mCIdent. The SItuatIOn IS somewhat sImIlar to what occurred m Re Air Canada and Canadian Automobile Workers, Local 22]3 (1993) 34 L A.e (4th) 13 (Frumkm) In that case the gnevor was dIscharged for remarks allegedly made by her dunng the course of a conversatIOn wIth a clIent whIch supposedly took place on May 29 1992 The gnevor was not mformed of the allegatIOns untIl June 18 1992, three weeks later although the 50 company learned about the IncIdent almost ImmedIately The gnevor had no recollectIOn of the conversatIOn. The board had some reservatIOns about the testImony of the clIent SInce, at the tIme of the conversatIOn, the clIent was "upset" and "Incensed" at her travel agent, and concluded that the eVIdence was not sufficIently relIable to support the company's decIsIOn to dIscharge But the board was also concerned about the manner In whIch the company conducted ItS InVestIgatIOn of the IncIdent. The board ruled at p 21 The gnevor was not appnsed of the IncIdent untIl almost three weeks after It occurred, although It had been reported to a company representatIve In a posItIOn to act, almost ImmedIately By that tIme the gnevor adopted the posItIOn that she had no recollectIOn of the IncIdent, a posItIOn whIch could be qUIte understandable gIven that, accordIng to the eVIdence she receIves and responds to some 60 calls daIly The effect of the delay and a total absence of any effort to provoke recollectIOn of the IncIdent on the part of the gnevor by refusIng to provIde detaIls was to deny to the gnevor a faIr opportumty to present her verSIOn of what mIght have taken place Surely a more relIable and accurate appraIsal of what actually was saId on May 29 1992 would have been pOSSIble had the gnevor's verSIOn of events been forthcomIng, an eventualIty whIch never matenalIzed for the SImple reason that the gnevor was never confronted, then and there on May 29 1992, or shortly thereafter as the tnbunal belIeves she should have been. GIven the board's concerns about the clIent's testImony the employer's faIlure to confront the gnevor In a tImely manner effectIvely demed her the opportumty to explaIn what she saId and what she meant. The board stated at pp 22-23 ThIS IS not a case where the eVIdence agaInst the gnevor can be charactenzed as strong It depends on the testImony of a sIngle WItness relatIng a conversatIOn whIch took place wIthIn a context whIch may have Influenced conSIderably that WItness' perceptIOn of what was saId and Intended. ThIS IS why It would have been so Important for the company to have confronted the gnevor at the tIme when the IncIdent came to ItS knowledge By neglectIng to confront the gnevor the company effectIvely demed her an opportumty to respond to a SItuatIOn where her reponse may have been most revealIng. She may then have been In a posItIOn to 51 explaIn what she saId and what she meant and It IS because the company's approach precluded such a possIbIlIty the case agaInst the gnevor IS severely weakened. The case before me IS somewhat dIfferent because, In my VIew the eVIdence that a near mISS occurred IS qUIte strong. The eVIdence clearly establIshed that Walker had to swerve to aVOId collIdIng WIth the gnevor It IS also dIfferent In that what IS alleged to have occurred IS not a conversatIOn but a near mISS, whIch, arguably should stand out In one's recollectIOn. But the gnevor should have been appnsed of the SItuatIOn much earlIer than he was and provIded the opportumty to gIve hIS verSIOn of the events In my VIew the gnevor could have, and should have, been appnsed of what occurred much earlIer than October 21 1997 Because of the employer's delay the gnevor was effectIvely demed an opportumty to respond and explaIn what occurred. AccordIngly the dISCIplIne Imposed for the InCIdent on September 30th cannot stand C. The Grievor's Discharge On December 8 1997 a NOm was sent to the gnevor whIch states, In part, as follows The purpose of thIS letter IS to adVIse you that we have been contacted by the Mimstry of Labour who have IndIcated that dunng a meetIng last week WIth them you uttered a death threat In respect of a fellow employee As a result of thIS, you are relIeved from duty WIth pay effectIve ImmedIately Manager McDowell testIfied that on December 1 1997 he receIved a telephone call from PolIce eonstable MaIdens concermng Massa. MaIdens Informed hIm that the 52 polIce had been contacted by officIals at the Mimstry of Labour because Massa, In dIscuSSIOns wIth them, had uttered what amounted to a death threat. He told McDowell that he was adVISIng the LeBO as a courtesy to let them know that they had an Irate employee eonstable MaIdens, now DetectIve eonstable, testIfied that he was dIspatched at 11 01 by radIO on December 1 1997 to attend the Mimstry of Labour on a threats call He arnved there about ten mInutes later and spoke WIth SupervIsor Bonme Suhr who had called the polIce, and InVestIgator Ellenor eastle Suhr advIsed MaIdens that Massa had come to the office to speak WIth them about a number of complaInts he had about hIS place of work, that he had contacted them a number of tImes about hIS problems at work and that they had advIsed hIm that the Mimstry of Labour could not aSSIst hIm She relayed that Massa was not satIsfied WIth that response and wanted to meet WIth them At the meetIng, Suhr told hIm that Massa went over hIS problems at work and they agaIn adVIsed hIm that there was nothIng that the Mimstry of Labour could do for hIm They explaIned to hIm that hIS complaInts were an Internal matter between management, the umon and hIm, and not a matter for the Mimstry MaIdens testIfied that Suhr expressed concern about a comment Massa made dunng course of the meetIng He had expressed frustratIOn WIth a number of Issues and number of people and four names were mentIOned Jeff Henderson, Mike Robertson, Greg Stanley and BIll McDowell Dunng the course of hIS "ventIng" he saId to Suhr "I want to kIll 'em" ThIS was not dIrected at one person, and she was not sure to whom he was refernng. Suhr told MaIdens that she was taken aback and concerned about the comment. eonstable MaIdens testIfied that he 53 questIOned them about the gnevor's demeanor and was told that he was not overly angry that he was frustrated that there was no resolutIOn to hIS problems She expressed concern about hIS mental state and she wanted the polIce aware of the comment, to put It on record and to notIfy LeBO regardmg what was saId She dId not want the officer to contact Massa for fear of more problems at her office He explamed to her that It was hIS duty to mvestIgate whether any cnmmal code charges should be laId. If charges were laId, he would have to speak to Massa. He told her that he would adVIse her of the outcome MaIdens returned to hIS office and called the erown Attorney He was advI sed that the comment was not a vIOlatIOn of the cnmmal code smce Massa saId he "wanted to" or would "lIke to" kIll someone and because It was not dIrected at a speCIfic person. He called McDowell and adVIsed hIm about what occurred at the Mimstry of Labour and that he had a dIsgruntled employee McDowell testIfied that upon learnmg thIS from MaIdens, he "speed dIaled" Human Resources MaIdens also adVIsed the Mimstry of Labour about the outcome of hIS mvestIgatIOn. As requested by Suhr he dId not speak WIth Massa as part of hIS mvestIgatIOn On cross-exammatIOn, MaIdens demed not contactmg Massa because the matter was not senous In hIS VIew It was senous enough or he would not have called the LeBO 54 It should be noted that pursuant to an earlIer rulIng, the testImony of eonstable MaIdens about hIS conversatIOn wIth the Mimstry of Labour officIals as well as the testImony ofPatnck HoulIhan about hIS conversatIOns wIth the same officIals came Into the record for the truth of the matters asserted, as the tests of necessIty and relIabIlIty set out In R. v Khan [1990] 2 S.Re 531 (S e e ) and In R. v Smith [1992] 75 e e e 257 (S e e ) were met. Upon beIng Informed about thIS InCIdent, management tned to meet WIth Suhr and eastle, but they were not avaIlable untIl December 8 1997 On that date, Patnck HoulIhan, along WIth Employer counsel, Michael Sherrard, met separately WIth eastle and Suhr AccordIng to HoulIhan, Suhr and eastle told them Massa repeatedly phoned them about thIngs at work whIch were outsIde of theIr mandate As a result, they decIded to meet WIth hIm to try to explaIn theIr mandate and other possIble avenues avaIlable to hIm Dunng the meetIng on December 1 Massa talked about InCIdents at work, harassment, people pIckIng on hIm and they tned to explaIn other possIble optIOns such as hIS doctor and the umon As they talked back and forth, Massa told them that one manager was retmng and he was takIng another one to court. They stated that he was calm, leaned forward and back, and SaId, "I want to kIll 'em" They stated that he SaId It calmly matter of factly HoulIhan asked them why they dId not pursue that statement WIth hIm and they responded that they felt that was not appropnate The meetIng WIth Massa lasted 30 to 40 mInutes and they parted amIcably After they were concerned about hIS comment, dIscussed It WIth the RegIOnal DIrector and decIded that the polIce should be called 55 HoulIhan testIfied that after thIS meetIng wIth the Mimstry of Labour he was concerned. Suhr and eastle confirmed that the threat had been made and although the threat was not specIfic It concerned the Mimstry of Labour enough to call the polIce He felt that management could not Ignore It, felt It could not take the chance WIth ItS staff and should err on sIde of protectIng ItS employees GIven the pnor threat to Henderson and the pnor dIscIplIne Imposed, the NOID of December 8 1997 was drafted. HoulIhan's Intent was to have It delIvered to Massa's home but he was advIsed that Massa was at work. HoulIhan stated that thIS caught hIm off-guard SInce Massa had been off work SInce October 27 first WIth the ten-day suspenSIOn, then off SICk. As far as HoulIhan knew Massa was stIll off He learned later that Massa had worked on December 5 and December 8 McDowell, however had been aware that the gnevor had returned to work. He testIfied that Massa was "very stnctly supervIsed" but he could not recall gIVIng that specIfic dIrectIOn. On December 10 1997 Massa provIded a wntten response to the NOID In It, he acknowledged that "[d]unng the meetIng I was anxIOUS, frustrated and agItated and I made a genenc statement, somethIng along the lInes of kIllIng someone It was saId' off the cuff' and out of frustratIOn It was not saId In the same breath WIth the employees that were mentIOned In dISCUSSIOns there It was a bad chOIce of words and meant as a figure of speech " He further stated that he had been In contact WIth hIS doctor Dr Prakash, who he had seen "just pnor to the meetIng at the M.O.L and was aware of my IntentIOns" The doctor had also seen hIm after the meetIng and agaIn when It became an 56 Issue He stated that "Dr Prakash fully supports me when I say that I have (SIC) nor had any mtentIOn ofharmmg any co-worker eonsIder thIS permISSIOn to contact Dr Prakash and have hIm release to you any pertment mformatIOn regardmg myself and work related seSSIOns, under the understandmg you keep thIS mformatIOn confidentIal" He concluded Please accept my apology for the alarm that the mCIdent has created My mtentIOns for the meetmg were m good faIth and I assure you that I dId not nor have any mtentIOn of harmmg anyone I do regret that a genenc, off the cuff remark made by me was taken and mIsunderstood by others as havmg a meamng or Import, never mtended. McDowell testIfied that, m hIS VIew Massa's response confirmed that he had saId he wanted to kIll someone He belIeved thatMassa regretted what he had saId, but he dId not belIeve that It was "off the cuff' In hIS VIew It was SaId wIth some meamng, based on hIS conduct and actIOns dunng the past year to year and a half The Employer dId not contact Dr Prakash. HoulIhan dId not know what type of doctor he was and dId not thmk he would have anythmg to offer although he demed tellIng McDowell not to contact hIm, as McDowell had testIfied. On cross-exammatIOn, he acknowledged that, m hmdsIght, It mIght have been prudent If the gnevor had been exammed by an mdependent psychIatnst to determme If he posed a threat. He acknowledged that the results mIght have Impacted the Employer's deCISIOn. Instead, he determmed, based on the concern expressed by the Mimstry of Labour offiCIals and the employer's expenence WIth Massa m the past, that he posed a real threat to workplace 57 Dr Prakash, the gnevor's doctor IS a forensIc psychIatnst whose speCIalty IS the assessment of whether IndIVIduals pose a danger to themselves or others and whether they are mentally fit to stand tnal He IS on staff at the St Thomas PsychIatnc HospItal He began seeIng Massa In May 1994 for depreSSIOn and anxIety due to personal problems at home He saw hIm one tIme In 1995 then three tImes In 1996 for stress due to work- related problems He saw hIm SIX tImes In 1997 - June 21 July 19 November 1 November 7 November 26 and December 10 all for depreSSIOn and anxIety ansIng out the workplace He stated that, based on hIS seSSIOns wIth hIm In November 1997 he dId not feel that Massa was a threat to hImself or others Dunng the December 10 1997 seSSIOn, Massa dIscussed the IncIdent at the Mimstry of Labour and told Dr Prakash that he could not recall what he saId exactly and that he was referrIng only to hImself and dId not mean to harm anyone, that he felt frustrated and agItated. In Dr Prakash's VIew the statement "I want to kIll 'em" was an expreSSIOn of Massa's frustratIOn and he dId not mean what he SaId In hIS VIew such a comment should be taken senously and explored and put In the context It was meant. In hIS VIew It was sIgmficant that Massa had expressed no defimte plans to carry out hIS threat On cross-eXamInatIOn, Dr Prakash acknowledged that Massa had great dIfficulty controllIng hIS anger trustIng people and dealIng wIth conflICt. He stated that In Massa's mInd, he feels he dId everythIng nght and others are wrong. When he saw Massa In January 1998 after hIS termInatIOn, Massa expressed a wIsh to harm McDowell and Mike 58 Robertson, but agam, he felt that thIS was not a dangerous threat, partIcularly smceMassa agreed to contmue treatment Massa testIfied that he met wIth Mimstry of Labour supervIsor Bonme Suhr and Ellenor eastle on Monday December 1 1997 at 1000 a.m He stated that he "kept pushmg them to help me wIth my problems" at work and on the pnor Thursday they suggested havmg a meetmg Massa tned to have a representatIve from the Employer and the Umon attend the meetmg, but due to the short notIce no one was avaIlable He dIscussed hIS second suspenSIOn wIth them and theIr advIce was for hIm to go to the Umon He stated that he felt frustrated by that response, felt that they could help hIm and stated somethmg along the lInes "I feel lIke kIllIng someone" He saId It was not dIrected at anyone and that he was "also referrIng to myself' smce he was "depressed over everythmg." He stated that he saId It "under my breath" and he receIved no reactIOn at all from Suhr or eastle The meetmg lasted approxImately a half hour to 45 mmutes, and ended wIth eastles repeatmg that there was nothmg further the Mimstry could do to assIst hIm He tned to convmce her otherwIse thmkmg that she mIsunderstood the SItuatIOn to no avaIl He also called eastles agam a few hours later and agam was told that there was nothmg the Mimstry could do for hIm and that he should go to the Umon. The first mdIcatIOn that a problem eXIsted about the December 1 1997 meetmg was when the gnevor was gIven the NOID on December 8 1997 He ImmedIately called Bonme Suhr but was unable to reach her He then went to the Mimstry but she was not there On Wednesday December 10 1997 he dId speak wIth her She mformed hIm that 59 somethIng he saId at theIr meetIng concerned her specIfically what he saId about wantIng to kIll someone, and that she was plaYIng It safe and "gOIng by the book" The gnevor also called eonstable MaIdens on December 9 1997 Massa asked hIm why he was not contacted and, accordIng to the gnevor MaIdens responded that he felt that It was a work-related Issue a dIsgruntled worker blOWIng off steam, that he was dealIng WIth a couple ofladIes and not to be concerned over It. Massa then asked hIm for help at work and MaIdens responded that hIS concern was only thIS matter MaIdens had no notes of thIS conversatIOn WIth Massa. He recalled that Massa asked hIm to help hIm WIth hIS problems at work and that he responded that It was not part of hIS mandate that the polIce do not get Involved In Internal labour dIsputes unless a matter turns cnmInal On cross-eXamInatIOn, he demed that he told Massa that he concluded that the statement was made In frustratIOn or off-the-cuff, saYIng that he "would not have saId that" and that It "doesn't sound lIke what I would have saId" He was not there on December 1 when the statement was made and all that he knew was that It was not prosecutable under the cnmInal code On cross-eXamInatIOn, Massa was more eqUIvocal about what he SaId dunng the meetIng at the Mimstry of Labour Several tImes he demed saYIng "I want to kIll ' em" or "kIll someone" although he later stated that he SaId somethIng lIke that but dId not say "hIm" or "her" he dId not threaten any specIfic person. In hIS VIew It was lIke what one would say at a baseball or hockey game It was meant It as a "figure of speech, meamng 60 I'm pIssed off" He further stated that he made two references to "takmg my own lIfe" that "thIS IS how these guys make me feel and you guys can't do anythmg" The gnevor mSIsted that none of what occurred was hIS fault at all but the fault of others He dId not appear apologetIc In hIS VIew he dId nothmg wrong. His conduct was "above board." The dIscIplIne and assertIOns agamst hIm were "all nonsense" and any assertIOn that he played a role m what occurred was "ndIculous " He was the "scapegoat for everythmg." McDowell Robertson, Henderson, GeIsbrecht and Kestle all had It "out for hIm" He held every productIOn record at work, no one else was even close He could do m two days what It took others to do m five On January 7 1998 Massa was dIscharged by letter whIch states, m part ThIS letter IS m response to the NotIce ofIntended DIscIplIne Issued to you by Mr W McDowell Manager of the London Warehouse on December 8 1997 relIevmg you from duty WIth pay effectIve December 8 1997 pendmg an mvestIgatIOn mto your conduct on or about December 1 1997 After revIewmg all the mformatIOn avaIlable to me, mcludmg your response I VIew the mCIdent as descnbed m the December 8 1997 NotIce of Intended DIscIplIne as a very senous matter On ItS own, It agam demonstrates your mabIlIty to work WIth your fellow employees When VIewed m conjUnctIOn WIth your past dIscIplInary record, It leaves the LeBO WIth lIttle chOIce Based on the avaIlable mformatIOn, I regret to mform you that, effectIvely ImmedIately your servIces WIt the LeBO are termmated. McDowell recommended dIscharge and that recommendatIOn was supported by HoulIhan McDowell testIfied that It was hIS VIew that the gnevor could not be reached and that he had lost trust m management and hIS coworkers 61 1 Positions of the Parties The Employer asserts that It had just cause to dIscharge the gnevor It contends that It establIshed that the gnevor In the context of complaInIng to the Mimstry of Labour about hIS co-workers and manager stated that he "wanted to kIll 'em" The eVIdence further establIshed that thIS statement concerned the officIals at the Mimstry of Labour enough to dISCUSS It ImmedIately wIth theIr RegIOnal Manager and to call the polIce In ItS VIew thIS threat was clearly made In a work-related In context and was an extremely senous matter In thIS day and age It submIts that such a threat IS clearly cause for dISCIplIne CItIng Re Regional Municipality of Ott([l1,a-Carleton and Canadian Union of Public Employees Local 503 (1994) 44 L A.e (4th) 95 (Folley) Re Toronto Western Hospital and Canadian Union of Public Employees Local 1744 (1989) 6 L A.e (4th) 150 (Mitchmck) Re Dartmouth Ambulance Ltd and Canadian Union of Public Employees, Local 3264 (1994) 39 L A.e (4th) 236 (Haynes) Re Mad([l1,aska Hanbtood Flooring Inc and I WA.- Canada, Local 1-1000 (1995) 51 L A.e (4th) 18 (Y oung) The Employer argues that It fully InvestIgated eonstable MaIdens' ImtIal report and confirmed that the threat, In fact, was made It was also confirmed by the gnevor It submIts that the fact that It dId not contact Dr Prakash IS not determInatIve, partIcularly SInce Dr Prakash had not seen the gnevor ImmedIately before or after December 1 and that It properly evaluated what the gnevor based on ItS own expenence WIth the gnevor 62 The Employer contends that the gnevor's actIOns on December 1 1997 combIned WIth hIS pnor dISCIplIne and mIsconduct, establIsh that dIscharge was appropnate It submIts that progressIve dIscIplIne had not changed the gnevor's behavIOur that the message was not gettIng through. It pOInts out that the gnevor had, and stIll has, absolutely no recogmtIOn of own mIsconduct and submIts that the gnevor IS unable to accept fault. In all of the cIrcumstances, It submIts that It had just cause to dIscharge the gnevor In support, It cItes Re Beaver Foods Ltd and Hotel, Restaurant and Culinary Employees and Bartenders Union, Local 40 (1996) 57 L A.e (4th) 47 (McPhIllIps) In the alternatIve, the Employer asserts that If there was not sufficIent cause to termInate the gnevor the Board should exerCIse ItS dIscretIOn not to reInstate the gnevor It argues that all of the factors normally applIed In makIng that determInatIOn are present here - no recogmtIOn of any fault, no wIllIngness to change behavIOur or even accept a modIcum of responsIbIlIty a lack of candor and dIsparagIng VIews of co-workers and management. In these cIrcumstances, It argues that there IS no VIable chance of re- establIshIng the employment relatIOnshIp and reInstatment should not be ordered, CItIng Re United Steehwrkers of America, Local 12998 and Liquid Carbonic Inc (1996) 20 O.R. (3d) 468 (Ont. DIV et) Re Doughty Concrete Products Ltd and Communications, Energy and Paper)1, orkers Union, Local 294(b) (1996) 59 L A.e (4th) 289 (Hunter) Re Fox Ready- Mix Co and Teamsters Union, Local 880 (1991) 22 L A.e (4th) 156 (Bartlet) Re Rockcliffe Nursing Home and Service Employees International Union, Local 204(1997) 62LA.e (4thp16(Abramsky) 63 The Umon asserts that the dIscharge cannot be sustaIned. It submIts that the employer's faIlure to contact Dr Prakash, as the gnevor InvIted the employer to do demonstrates that Its real motIve was to termInate the gnevor It argues that the employer faIled to determIne If Massa was truly a threat, and that the eVIdence of Dr Prakash clearly establIshed that he was not It pOInts out that HoulIhan acknowledged that would have been prudent, In hIndsIght, to have contacted Dr Prakash SInce It mIght have Impacted the employer's decIsIOn Indeed, the Umon submIts that the fact that the gnevor was allowed to return to work demonstrates that he was not even perceIved by management as a threat. Instead, hIS comment was a spur of the moment statement of frustratIOn, a figure of speech and the Employer's legItImate Interests were never at nsk. It contends that there was an Improper rush to judgement, partIcularly for an employee wIth such substantIal semonty AccordIngly It argues that the employer had no legItImate grounds for dIscharge In support of ItS posItIOn, the Umon CItes to Centroy Assembly Ltd and International Union, United Automobile Aerospace and Agricultural Implement Workers of America, Local 2381 [1999] O.L A.A. No 400 (eraven) As to the Employer's alternatIve argument, the Umon acknowledges that a board of arbItratIOn has jUnSdIctIOn not to order reInstatement, but submIts that IS an "exceptIOnal" remedy to be used only where It IS ImpossIble to restore employer- employee relatIOnshIp GIven the number of employees Involved In these matters who are no longer there - McDowell, Henderson, and Kestle - and Massa's abIlIty to get 64 along wIth others, partIcularly General Foreman Tiny Ross, the Umon submIts that there IS a real possIbIlIty ofre-establIshmg the employment relatIOnshIp In the event, however that such a remedy IS ordered, the Umon submIts that the appropnate level of compensatIOn IS one month's wages per year of servIce, plus an allowance for fnnge benefits, as set forth m Re Dehavilland Inc and Bombardier Regional Aircraft Division and CAW Canada, Localll2 unreported decIsIOn dated Sept. 10 1999 (Rayner) 2. Decision There IS no questIOn that on December 1 1997 at a meetmg wIth the Mimster of Labour the gnevor m the context of complammg about hIS co-workers and manager saId, "I want to kIll 'em" There IS no questIOn that thIS comment concerned the Mimstry of Labour offiCIals suffiCIently that they ImmedIately approached theIr RegIOnal DIrector and called the polIce TheIr call to the polIce came 15 to 20 mmutes after Massa left the meetmg There also can be no questIOn that such a comment IS a very senous matter and must be taken senously by the Employer The Employer ImmedIately sought a meetmg WIth the Mimstry of Labour offiCIals to mvestIgate what occurred, but could not meet WIth them untIl December 8 1997 At that meetmg, the employer confirmed what had occurred. It also sought the gnevor's explanatIOn and receIved a detaIled response that 65 acknowledged he saId somethIng along the lInes of wantIng to kIll someone Based on past expenence wIth the gnevor management took the statement senously The employer dId not check wIth Dr Prakash. In my VIew however there was no reqUIrement that It do so and ItS faIlure to do so does not lessen the senousness of what was saId As stated In Re Ott~a Carleton supra at p 103 A central consIderatIOn In cases such as thIS IS maIntaInIng the Integnty of the workplace It must be clear to all employees that acts of vIOlence or threats of vIOlence In the workplace are extremely senous matters that wIll not be tolerated. Massa's comment may well have been a statement of hIS frustratIOn whIch was clearly great. He had been dealIng WIth the Mimstry of Labour SInce February He went to the Umon and filed gnevances He went to a JustIce of the Peace hIS MPP and to a counselor and a psychIatnst to deal WIth the problems that he was expenencIng at work, all of whIch he felt were fundamentally unfaIr He felt that the Mimstry of Labour ought to be able to aSSIst hIm and when they could not, he clearly felt great frustratIOn. But the words he saId, calmly In the context of complaInIng about Robertson, Henderson, Stanley and McDowell, were "I want to kIll 'em" A reasonable person could VIew that statement, In the context and manner In whIch It was SaId, as a threat. ThIS IS partIcularly so In lIght of the ammosIty the gnevor felt towards these IndIVIduals whIch was well known to the Employer There was a hIStOry here that could not be Ignored by the Employer The statement was clearly Improper and worthy of dIscIplIne 66 In Re Toronto Western Hospital and Canadian Union of Public Employees, supra, an employee was dIscharged for threatenIng to do phYSIcal harm to a supervIsor The dIscharge was converted to a four month suspenSIOn, but the board stated at p 162 that ours IS "a socIety where resort to vIOlence, or even the threat of such, IS sImply not acceptable and not wIthout ItS consequences" (emphaSIS In ongInal) The gnevor was to understand that hIS comments "need not be tolerated by anyone, much less an employer wIth responsIbIlIty for order and safety In the work place" The Employer under the law and the collectIve agreement, has the responsIbIlIty to provIde a safe work place ProvIdIng a safe work place Includes takIng threats such as the one made by Massa senously and If establIshed as It was here ImpOSIng dIscIplIne That the gnevor may not have Intended to carry out the threat IS a factor In aSseSSIng the penalty Imposed. Dr Prakash testIfied that, In hIS expert OpInIOn, the gnevor dId not Intend to carry out hIS threat, although the gnevor had some hIStOry of VIOlence and a problem WIth anger Dr Prakash's testImony was not refuted. I accept hIS testImony that the Massa dId not Intend to carry out hIS threat. Also relevant IS the fact that the gnevor was allowed to return to work on Fnday December 5 1997 and Monday December 8 1997 Upon beIng Informed about the December 1 statement, the Employer could have but dId not, ImmedIately suspend the gnevor pendIng InVestIgatIOn. The gnevor had been off work for a consIderable penod before but McDowell was aware that he had returned to work and dId not prevent It. He 67 stated that Massa was under very "stnct supervISIOn" at thIS tIme but could not recall gIvmg that dIrectIOn. In my VIew allowmg the gnevor to return to work undermmes the employer's assertIOn that It senously feared that the threat made on December 1 1997 would be carned out Centroy Assembly Ltd and International Union, United Automobile Aerospace and Agricultural Implement Workers of America, Local 2381 (Fraser Grievance) supra Also relevant IS the gnevor's length of servIce and pnor dIscIplInary record. Massa, WIth twenty years semonty IS a very long servIce employee eounsel for the employer at the outset of the heanng, acknowledged that the gnevor's threat on December 1 1997 standmg alone, was not sufficIent grounds for dIscharge but mstead, was a culmmatmg mCIdent. I agree that, standmg alone, the gnevor's statement on December 1 1997 IS not grounds for dIscharge but It IS clearly cause for dIscIplIne eonsequently gIven what occurred on December 1 1997 m lIght of Massa's length of servIce and pnor dIscIplInary record - a three day suspenSIOn - I conclude that the employer had cause to dIscIplIne the gnevor for hIS threat, but dId not have just cause to dIscharge hIm Instead, It IS my VIew that a suspenSIOn of thIrty (30) days should be Imposed 3 Should the Grievor be Reinstated? The Employer has argued, m the event that I conclude that It dId not have just cause to dIscharge the gnevor that I nonetheless exerCIse my jUnSdIctIOn under the 68 Labour Relations Act not to reInstate the gnevor In my VIew thIS IS the most dIfficult decIsIOn that must be made In thIS case The case law IS clear that thIS remedy IS an "exceptIOnal arbItral response In a unIonIzed workplace" Us. WA. Local 112998 and Liquid Carbonic supra. As I stated In Re Rockcliffe Nursing Home and Service Employee International Union, Local 204 supra at p 342-343 It IS an exceptIOnal remedy SInce It IS fundamentally contrary to the concept of just cause whIch eXIsts under a collectIve agreement. In contrast to the common law under whIch an employee may be dIsmIssed for any legal reason wIth proper notIce (or damages In lIeu thereof) an employee protected by a just cause provISIOn In a collectIve agreement normally has a nght to reInstatement If It IS found that hIS or her dIscharge was WIthout just cause Only "[w]here the conclUSIOn IS Inescapable that the vIabIlIty of the employment relatIOnshIp has been destroyed, reInstatement IS not deemed to be In the best Interests of the partIes or the gnevor and damages In lIeu of reInstatement may be awarded" (p 343) In Re United Steehwrkers of America, Local 12998 and Liquid Carbonic supra, the court upheld the remedIal authonty of an arbItrator to award damages In lIeu of reInstatement. In the underlYIng award, the arbItrator concluded that reInstatement on condItIOns was "not a vIable alternatIve In thIS case" The arbItrator concluded, as quoted by the DIVIsIOnal eourt at p 470 ReInstatement on condItIOns presupposes and, Indeed, reqUIres, some reasonable expectatIOn that the reInstated employee IS wIllIng and capable of adjustIng hIS behavIOur and attItude to permIt the contInUatIOn of the 69 employment relatIOnshIp free of behavIOural problems plagumg the employment sItuatIOn m the past. Without that, rem statement wIth condItIOns IS generally conSIdered an exerCIse m futIlIty and an mVItatIOn to further problems and an mevItable further dIscharge and arbItratIOn. The gnevor's demeanor and attItude dunng hIS testImony at the heanng effectIvely stnpped me of any addItIOnal basIs for remstatmg hIm, even wIth stnngent condItIOns wIth respect to hIS future conduct. The UnIon representatIve presentmg thIS case made a tenacIOUS effort to salvage the gnevor's employment, but, m the end, he was unable to save the gnevor from hImself I have some dIfficulty m recallIng another gnevor who was so smgle-mmdedly unwIllIng to accept even a modIcum of responSIbIlIty or fault m anyone of the several mCIdents revIewed over the course of thIS heanng Although the gnevor's credIbIlIty was called mto questIOns wIth respect to vanous of the mCIdents, he appears more as an mdIvIdual who IS sImply mcapable of consIdenng even the pOSSIbIlIty that he may be wrong on occaSIOn. He steadfastly refused to accept that pOSSIbIlIty at any pomt about anythmg no matter the CIrcumstances, and It would appear that thIS IS a classIc case of someone bemg absolutely convmced that he IS the only member of the band m step whIle all of the others are out of step In Re Dehavilland Inc and Bombarier Regional Aircraft Division and CAW Canada, Local1l2 unreported decIsIOn of September 10 1999 (Rayner) the arbItrator lIsted several factors that are relevant m determmmg whether to award compensatIOn m lIeu of remstatement 1 The refusal of coworkers to work wIth the gnevor 2 Lack of trust between the gnevor and the employer 3 The mabIlIty or refusal of the gnevor to accept responSIbIlIty for any wrongdomg 4 The demeanor and attItude of the gnevor at the heanng 5 AnImOSIty on the part of the gnevor towards management or coworkers 6 The nsk of a "pOIsoned" atmosphere m the workplace 70 In that case the arbItrator determIned that many of the factors lIsted were present. The gnevor belIeved that management was out to get hIm because he was a "whIstle blower" He belIeved that an earlIer stnng of progressIve dISCIplIne was "bogus" and he accepted no responSIbIlIty for any Improper behavIOur He also dIstrusted the umon. The gnevor tended "to see Issues In terms of black of whIte and that If you are not wIth hIm you are agaInst hIm" (DeCISIOn, p 5) In the arbItrator's VIew "the reasons to award compensatIOn In lIeu of reInstatement are compellIng." He concluded at p 5 It IS clear to me that the gnevor belIeves that he has done nothIng wrong and that he wIll contInue to bnng a confrontatIOnal and uncooperatIve approach to hIS dealIngs wIth management. He wIll contInue to dIStruSt both the eompany and the Umon and thIS dIStruSt goes far beyond what one mIght reasonably expect from a dIsgruntled employee In a large work force I also belIeve that the eompany has no trust In the gnevor and I see no chance to ever repaIr the mImmum level of trust needed to sustaIn the employment relatIOnshIp The lack of trust between the two partIes appears absolute Although I am not sure what a "pOIsoned" work atmosphere IS, If there IS such a thIng, the relatIOnshIp between the gnevor and the eompany can be SaId to fall wIthIn that descnptIOn. In thIS case I conclude that the gnevor should not be reInstated. It was very clear dunng the heanng, and upon a thorough reVIew of the eVIdence, that the gnevor accepts no responSIbIlIty for hIS actIOns He was In what can only be charactenzed as a state of demal, blamIng everyone else for hIS dISCIplIne and dIscharge In hIS VIew all of It was "nonsense" and "ndIculous" He was the "scapegoat for everythIng." He was "not at fault for any of thIS " His conduct was "above board" In hIS VIew the others "were out to get" hIm and he had the "nght to be angry" In lIght of all of the "crap at work" he was forced to accept. 71 There can be no doubt, based on the eVIdence, that there was anImOsIty toward Massa from many of the wItnesses - Robertson, Henderson, Kestle and, to a certam extent, McDowell But what Massa overlooks entIrely IS the role he played m creatmg that anImOsIty - dnvmg aggressIvely and endangenng hIS co-workers, Ignonng the Health & Safety eommIttee's rules about the use of the horn, threatenIng co-workers and other harassment. ThIS was not a sItuatIOn where Massa was SImply a "vIctIm" even though there were tImes when he was the recIpIent of Improper actIOns (e g the newspaper artIcle that was posted) There were also tImes when Massa was the protagonIst and the cause of hIS co-workers legItImate anger In my VIew many of the same factors CIted m Liquid Carbonic supra, and Dehavilland Inc supra, are present m thIS case The gnevor completely refuses to accept even the possIbIlIty that he dId anythmg wrong. He belIeves that all of the dIsCIplIne Imposed on hIm was based on management's attempt, WIth some cooperatIOn by the local UnIon, to get nd of hIm He demonstrated no remorse He clearly harbors great anImOsIty and was dIsparagmg toward management and a number of co-workers, partIcularly McDowell, Robertson, Henderson, GeIsbrecht and Greg Stanley He also mentIOned other employees who refused to work WIth hIm There IS a deCIded lack of trust between the gnevor and the employer The gnevor also demonstrated a lack of candor about what occurred as the mconsIstencIes m hIS testImony reveal I have no doubt, however that the gnevor truly belIeves he testIfied truthfully that he played no role m what occurred, that he dId nothmg wrong and that none of what occurred IS hIS 72 fault. As m Liquid Carbonic the gnevor appears to be "absolutely convmced that he IS the only member of the band m step whIle all of the others are out of step" In Re Doughty Concrete Products Ltd and c.E.P supra at 295 the board consIdered the gnevor's lack of remorse, hIS lack of candor at arbItratIOn and hIS frequent, dIsparagmg reference to both management and fellow employees to conclude that rem statement was mappropnate The board determmed that rem statement "would be both unproductIve and hazardous to harmomous labour relatIOns" and that "It would be dIsruptIve of productIVIty and morale m the workplace" See also Re Fox Ready-Mix Co and Teamsters Union, Local 880 (1991) 22 L A.e (4th) 156 (Brent) The same conclUSIOn may be reached m thIS case For these reasons, the fact that a number of the mdIvIduals mvolved m thIS matter no longer work for the LeBO does not change the result McDowell and Kestle have retIred and Henderson has resIgned. But WIthout any recogmtIOn of hIS own role m the events that led to dIscIplIne there can be no reasonable expectatIOn that the gnevor IS "wIllIng or capable of adjustmg hIS behavIOur and attItude to permIt the contmuatIOn of the employment relatIOnshIp free of the behavIOural problems plagumg the employment relatIOnshIp m the past." Liquid Carbonic supra at 469 The gnevor further demonstrated an attItude that the rules do not apply to hIm ThIS was eVIdenced by hIS refusal to abIde by the reVIsed rules regardmg the use of the horn. There may well have been, as the Umon asserts, some conflIctmg messages about 73 that, but It IS clear that the polIcy In the warehouse about the use of horns had changed and had become much more lImIted. The gnevor was not confused about the change He sImply dId not agree wIth It and refused to comply AccordIngly for all of the reasons set forth above I conclude that thIS IS one of the "exceptIOnal" cases where the gnevor should not be reInstated. I further conclude, however that the gnevor IS entItled to compensatIOn for the loss of hIS nghts, pnvIleges, and benefits under the collectIve agreement. In Dehavilland Inc and Bombarier Regional Aircraft Division, supra, arbItrator Raynor determIned that "the Issue of compensatIOn turns of the value that one places on the semorIty nghts, wages and benefits that an employee has under a collectIve bargaInIng regIme as compared to hIS or her SItuatIOn as an applIcant for a new posItIOn WIth a new employer" In hIS VIew It was not tIed at all to the gnevor's past mIsconduct. The two Issues, In hIS VIew were analytIcally separate To conSIder It "eIther explICItly or ImplIcItly when awardIng compensatIOn IS to mIsconstrue the nature of the compensatIOn awarded In lIeu of reInstatement." He also determIned that compensatIOn was "not merely to replIcate any notIce penod, or payment of momes In lIeu thereof under Employment Standards legIslatIOn. " Instead, he determIned that a better companson "would be to early retIrement severance packages that are gIven to umomzed employees" and concluded that "an amount equal to one month's wages for every year of semonty together wIth a 15% payment for loss offnnge benefits, would be an appropnate payment to reflect the loss of 74 coverage under the collectIve agreement." In addItIOn, the gnevor was to receIve the amount that he would have receIved under theEmployment Standards Act I agree wIth thIS analYSIS eompensatIOn when rem statement IS demed must be based on the loss of the nghts, pnvIleges and protectIOns of the collectIve agreement. It must, as arbItrator Raynor concluded at p 7 be based on the loss of the "economIC value of bemg a member of a bargammg umt and the recIpIent of all of the benefits and protectIOn that a collectIve agreement bnngs" Exactly what that amounts to wIll vary but I agree that an appropnate companson IS to the early retIrement severance packages gIven to umomzed employees Such employees are also faced wIth the loss of the nghts, pnvIleges and protectIOns of the collectIve agreement and bemg a member of a bargammg umt. In thIS case, m lIght of the gnevor's substantIal semonty there can be no doubt that the loss to the gnevor IS great. As m Dehavilland Inc and Bombardier Regional Aircraft Division, supra, I conclude that he IS entItled to one month's wages for every year of semonty together wIth a 15% payment for loss of fTInge benefits He IS also entItled to any momes due hIm under the Employment Standards Act I have deCIded to SubstItute a thIrty (30) calendar day suspenSIOn for hIS threat on December 1 1997 so thIS should be deducted from that sum In addItIOn, smce the 10-day suspenSIOn IS VOId, he should be paId those momes as well 75 D Conclusion 1 The three-day suspenSIOn was for just cause 2 The ten-day suspenSIOn IS VOId for untImelIness, both as to the IncIdent on September 15 1997 and September 30 1997 The gnevor IS to be paId for the loss of hIS wages 3 The employer had cause to dIscIplIne the gnevor for hIS actIOns on December 1 1997 but dId not have just cause to dIscharge hIm A one-month, (30) day suspenSIOn WIthout pay IS substItuted Instead. 4 Nevertheless, I conclude that thIS IS an "exceptIOnal" case In whIch reInstatement should be demed. The gnevor IS to be paId one month's wages for every year of semonty together WIth a 15% payment for loss of fnnge benefits He must also be paId any compensatIOn due under the Employment Standards Act 5 I shall remaIn seIzed If the partIes have any dIfficulty ImplementIng thIS Award. Dated at Toronto thIS 15th day of February 2000 {-/, i.,Jonr;t6lc RandI H. Abramsky Vice-ehaIr 76