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HomeMy WebLinkAbout2003-0710.Huvos.03-10-31 Decision Crown Employees Commission de ~~ Grievance Settlement reglement des griefs Board des employes de la Couronne ~-,... Suite 600 Bureau 600 Ontario 180 Dundas Sl. West 180 rue Dundas Ouest Toronto Ontario M5G 1Z8 Toronto (Ontario) M5G 1Z8 Tel. (416) 326-1388 Tel. (416) 326-1388 Fax (416) 326-1396 Telec. (416) 326-1396 GSB# 2003-0710 UNION#OLB214/03 IN THE MATTER OF AN ARBITRATION Under THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT Before THE GRIEVANCE SETTLEMENT BOARD BETWEEN Ontano LIqUor Control Boards Employees' Umon (Huvos) Grievor - and - The Crown In RIght of Ontano (LIqUor Control Board of Ontano) Employer BEFORE RandI H. Abramsky Vice-Chair FOR THE UNION Larry SteInberg Koskie Minsky BarrIsters and SOlICItorS FOR THE EMPLOYER AlIson Renton Counsel LIqUor Control Board of Ontano HEARING September 30 2003 2 AWARD In thIS case, there IS no dIspute that the gnevor Boyd Huvos, was dIscharged for Just cause The only Issue IS whether a penalty other than dIscharge IS Just and reasonable under all of the cIrcumstances, as set out In SectIOn 48(17) of the Labour Relations Act For qUIte a number of reasons whIch are set forth below that determInatIOn IS a very dIfficult one to make Facts Counsel for the partIes presented the Board wIth an Agreed Statement of Facts Those facts are as follows 1 The Gnevor commenced employment as a casual retaIl employee effectIve May 6 1998 In MissIssauga and had a semonty date of May 6 1998 2 As a casual employee, he performed a number of functIOns IncludIng stock, customer servIce and cash. At all relevant tImes he reported to the store manager 3 The Gnevor was a successful candIdate In a Job competItIOn held In 2002 In Central RegIOn. As a result, he was promoted to a full tIme customer servIce representatIve ("CSR") effectIve October 21 2002 as per a letter of appoIntment dated October 8 2002 Pursuant to artIcle 4 1 of the collectIve agreement, he was reqUIred to serve a SIX (6) month probatIOnary penod. 4 A copy of the collectIve agreement IS attached hereto as AppendIx "Boo 5 The Gnevor was assIgned to store 458 whIch IS an "A" store, and reported to the store manager Enzo Boreanez. The store IS located at 25 Hillcrest Avenue, MissIssauga, Ontano 6 As a full tIme CSR, the Gnevor was scheduled to work 40 regular hours per week, from Monday to and IncludIng Saturday As a full tIme CSR, he was reqUIred to perform cash and perform stock dutIes He ran ShIftS, whIch reqUIred hIm to be the person In control of the store, and whIch reqUIred hIm to hold keys to the store, keys to the cash regIster balance deposIts and place deposIts Into the safe, and assIgmng work to and supervISIng other employees dunng that shIft. 7 On February 11 2003 a covert CCTV camera system was placed above cash regIster #5 the cash to whIch the Gnevor was assIgned. ThIS was Installed by members of the Employer's Resource ProtectIOn department, Dave Hadlow manager and Ihor SalIJ InvestIgator wIth the cooperatIOn of Mr Boreanez. The camera system records, onto VIdeotape, the actIOns of the Gnevor whIle workIng on cash on February 14 and 15 2003 3 8 The vIdeotapes of the Gnevor's actIOns were revIewed by Mr Hadlow and Mr SalIJ on or about February 18 2003 The vIdeotapes revealed a number of IncIdents on February 14 and 15 2003 as set out below and as demonstrated In the documentatIOn attached hereto as AppendIx "C" and "D" 9 On February 14 at approxImately 2.20 pm. the Gnevor rang through and bagged 2 bottles of brandy each valued at $20.25 for total transactIOn of $40 50 He accepted 2 bIlls and some COIn from the customer No change or receIpt was gIven to the customer After the customer left, the Gnevor pressed the "vOId" key and vOIded out one of the bottles thus reducIng the total transactIOn to $20.25 The amount of loss to the LCBO was $20 25 10 On February 14 at approxImately 2 50 pm. the Gnevor rang through and bagged 3 bottles of Emu 999 Red Port, at $8 15 per bottle for at total of $24 45 The customer proVIded an AIr Miles card and a Visa credIt card for the purchase The Gnevor processed both cards and the transactIOn was approved. After the customer sIgned the Visa slIp the Gnevor Inserted a key Into hIS cash regIster and vOIded the transactIOn. The customer left wIth the bag of product. The Gnevor assembled paperwork for the vOId and IndIcated that the reason for the vOId was because the customer bought the wrong bottles Attached hereto as AppendIx "E" IS a copy of the vOId explanatIOn slIp and transactIOn records The amount of loss to the LCBO was $24 45 lIOn February 15 at approxImately 2 00 P m. the Gnevor scanned and bagged 4 bottles The total transactIOn was $61.20 The customer placed some bIlls on the counter for payment and the Gnevor pIcked up the bIlls The Gnevor then hIt the vOId key and vOIded out 3 of the 4 bottles The total for the transactIOn was reduced to $1530 The Gnevor placed some bIlls on the cash tray and placed one bIll on the counter The customer placed some COInS on the counter whIch the Gnevor pIcked up and placed Into the cash tray The customer left wIth the product and no receIpt IS gIven to the customer The amount of the loss to the LCBO was $45 90 12 On February 15 at approxImately 6 00 P m. the Gnevor scanned 2 bottles of SmIrnoffVodka for a total of $60 80 The customer placed an AIr Miles card, 2 bIlls and some COIn on the counter The Gnevor bagged both bottles, sWIped the AIr Miles card (whIch does not later appear In the regIster) pIcked up the bIlls and then hIt the vOId key and vOIded out one bottle reducIng the transactIOn to $30 40 The Gnevor handed the customer some change and placed the bIlls Into the cash tray The customer then left wIth the products No receIpt IS gIven to the customer The amount of the loss to the LCBO was $30 40 13 On February 15 at approxImately 6 50 P m. the Gnevor Inserted a form Into hIS cash regIster and processed a return to stock ("RTS") form No customer IS seen and no product IS seen. The Gnevor processed a RTS for two 750m. bottles of Moet Chandon champagne He opened the cash drawer closed It and attached a receIpt to the RTS form An RTS form has 2 parts to It, one for the store and one for the customer The Gnevor removed the customer's part, crumpled It and threw It Into the waste basket. The RTS form, whIch IS filled out by the Gnevor IndIcates that the product was returned by a Stu Planter at 444 LeasIde Dnve, EtobIcoke (416) 774-1204 There IS no Stu Planter at that address or telephone number and In fact, that address does not eXISt. The amount of loss to the LCBO IS $103 70 Attached hereto as AppendIx "F" IS a copy of the RTS form and transactIOn tapes 4 14 On February 15 at approxImately 700 p.m a customer placed on open case of beer on the counter The Gnevor removed one bottle from the case scanned It, rang In 16 umts and totaled the transactIOn to be $33 60 The Gnevor than pIcked upon another bottle, scanned It, rang In 4 umts and totaled the entIre transactIOn to be $4200 The customer handed the Gnevor some bIlls Then the Gnevor took another bottle scanned It, then hIt the vOId key and vOIded out 19 bottles worth $39 90 thus reducIng the transactIOn to $2 10 The customer placed a COIn on the counter and the Gnevor placed the COIn and bIlls In the cash tray The customer left wIth all the product wIthout beIng handed a receIpt. The Gnevor took the receIpt, npped It up and threw It Into the waste basket. The amount of loss to the LCBO IS $39 90 15 On February 15 at approxImately 8 30 p.m the Gnevor completed a transactIOn of 4 bottles for a total of $111 80 The Gnevor dId not provIde the customer wIth a receIpt. The Gnevor completed 2 more transactIOns whIch are transactIOns #4601 and #4602 on the cash regIster tapes After transactIOn #4602 IS completed, the Gnevor looked around, Inserted a key Into hIS regIster and began to process a vOId. No customer IS present and no product IS seen. The Gnevor vOIded the transactIOn of 4 bottles (transactIOn #4600 worth $111 80) He removed the receIpt and the vOId slIp from the termInal, took the key left the cash area. He filled out a vOId explanatIOn slIp and stated that the reason for the vOId IS "InSUfficIent cash (actually no cash)" despIte the fact that on the vIdeotape the customer clearly hands the Gnevor cash for the transactIOn. Attached hereto as AppendIx "G" IS a copy of the vOId slIp and tape transactIOns The amount of loss to the LCBO IS $111 80 16 The results of the vIdeotape were revIewed by Mr Hadlow Mr SalIJ and the InfOrmatIOn IS shared wIth Mr Boreanez and the DIstnct Manger Jeff Misener and the Peel polIce 17 On February 21 2003 the Gnevor was charged wIth 2 counts of theft under $5000 and 2 counts of fraud under $5 000 by the Peel PolIce 18 The Gnevor was Issued a NOID dated February 24 2003 attached hereto as AppendIx "H" 19 The Gnevor responded to the Naill by correspondence dated February 26 2003 attached hereto as AppendIx "I" The letter states, In pertInent part "Please be advIsed that I have contacted a lawyer who has Instructed me not to make any comments untIl cnmInal charges have been dIsposed of " 20 The Gnevor was termInated by correspondence dated March 3 2003 attached hereto as AppendIx "J" 21 The total amount of the momes and/or product Involved was $376 40 22 The Gnevor filed a gnevance, at Stage 3 dated May 7 2003 attached hereto as AppendIx "K" 23 On May 26 2003 the Gnevor pleaded gUIlty to 2 counts of fraud under $5 000 He was sentenced to 6 months probatIOn, ordered to pay fines totalIng $1 500 00 to be paid wIthIn 6 months, and ordered to pay restItutIOn In the amount of $516 00 to be paid wIthIn 6 months as per the probatIOn order attached hereto as AppendIx "L" To date, the restItutIOn has been paid. 5 24 SectIOn 48 1(1) attached as AppendIx "M" of the Crown Employees CollectIve BargaInIng Act states "If a Crown employee IS convIcted or dIscharged of an offence under the CnmInal Code (Canada) In respect of an act or omISSIOn that results In dIscIplIne or dIsmIssal and the dIscIplIne or dIsmIssal becomes the subJect matter of a gnevance before the Gnevance Settlement Board, proof of the employee's convIctIOn or dIscharge shall, after the tIme for an appeal has expIred or If an appeal was taken, It was dIsmIssed and no further appeal IS avaIlable, be taken by the Gnevance Settlement Board as conclusIve eVIdence that the employee commItted the act or omIssIOn." 25 On or about November 6 2002, the Gnevor started to see a psychIatnst, Dr M. Hoffer Attached as AppendIx "N" IS a copy of the medIcal report prepared by Dr Hoffer for these proceedIngs at the request of the Umon. The PartIes agree that thIS report IS properly admItted Into eVIdence pursuant to the provIsIOns of the EVIdence Act and that the Employer reserves ItS nght to argue as to the weIght that ought to be gIven to thIS report by the Board. 26 The Employer was provIded wIth Dr Hoffer's report on September 19 2003 27 The Gnevor who at the tIme of the events gIVIng nse to thIS proceedIng was 25 years old, IS currently 25 years of age and sIngle Dr Hoffer IS a psychIatnst, specIalIzIng In chIld and adolescent psychIatry wIth a sub- specIalIzatIOn In the treatment of chIld and adult AttentIOn DeficIt DIsorder (ADD) His letter was wntten, at the Umon's request, to support Mr Huvos' "effort to be reInstated to hIS prevIOus posItIOn of employment wIth the LIqUor Control Board of Ontano (LCBO)" In the letter Dr Hoffer states that he IS "In a umque posItIOn to comment on Mr Huvos" sInce he has known hIm SInce the gnevor was a young boy and he would meet wIth hIm from tIme to tIme to "gauge hIS ongoIng development Into young manhood." He dId so at the suggestIOn of the gnevor's mother who was a patIent of hIS, partIcularly after the gnevor's parents separated and later dIvorced, and hIS father ceased haVIng contact wIth the famIly In early November 2002, the gnevor started seeIng Dr Hoffer professIOnally about hIS own emotIOnal state "wIth respect to the ImpendIng break-up of hIS first senous romantIc relatIOnshIp wIth hIS gIrlfnend "Dr Hoffer's letter states 6 When I met wIth Boyd on November 6 2002, he described hImself as beIng "totally devastated" He dIsplayed a severely depressed mood and wept frequently In the seSSIOn. He dIsplayed numerous endogenous vegetatIve sIgns of depressIOn (dImImshed appetIte sleep dIsturbance, decreased energy level, and anhedoma) I encouraged hIm to try to maIntaIn perspectIve and to also ImtIate antIdepressant medIcatIOn (Effexor XR) and follow-up therapy seSSIOns Dr Hoffer states that the gnevor started to show sIgns of mood Improvement but that the gnevor and hIS gIrlfnend contInued a cycle of breakIng up and gettIng back together whIch prevented hIm from fully recovenng from the depressIOn. He wrote "He was stIll vulnerable, depressed, and fragIle dunng those subsequent months" Dr Hoffer further states that "[t]here were three more complIcatIng factors dunng thIS cntIcal tIme" FIrst, the gnevor started dnnkIng. The letter states "His abuse of alcohol In thIS cntIcal penod contnbuted, I belIeve to the Impairment of Judgement that resulted In hIS takIng money from work." Secondly accordIng to Dr Hoffer the gnevor has AttentIOn DeficIt DIsorder whIch, combIned WIth "the abuse of alcohol contnbuted to a state of "dISInhIbItIOn'" Dr Hoffer wrote The adult ADD symptoms that Boyd was prone to Included not Just InattentIOn but also ImpulsIvIty More specIfically hIS capacIty to make proper deCISIOns and be fully aware of the consequences of hIS actIOns was In Jeopardy The addItIOn of the dISInhIbItIng substance (alcohol) essentIally "greased the skids" rendenng hIS normal compensatory InhIbItIOn relatIvely IneffectIve ThIrdly the gnevor had moved out on hIS own Just a few weeks pnor to the onset of hIS depressIOn. Dr Hopper wrote "With the threatened breakup of hIS first love relatIOnshIp the relatIve absence of hIS mother's support and presence enhanced Boyd's feelIng of desperatIOn and lonelIness" 7 Dr Hoffer's letter states as follows These factors all mItIgated towards Boyd makIng the gnevous mIstake of stealIng money from hIS work. The presence of these factors makes more explIcable hIS uncharactenstIc actIOn but does not excuse hIm from the fact that he stole from hIS employer and broke the law To hIS credIt, Boyd acknowledged hIS error and pleaded gUIlty to the charge He felt deep shame and remorse, as was appropnate He regretted not havIng told me about hIS actIOns at the tIme but he felt too foolIsh and ashamed to speak wIth me (Of note after hIS arrest, he never once demed hIS wrongdoIng to me) The doctor wrote that SInce the gnevor's arrest, he "has taken a number of very posItIve steps to commIt hImself to resumIng a lIfe of honour and Integnty" He attended several meetIng of AlcoholIcs Anonymous "to galvamze hIS understandIng of the severe Impact alcohol abuse could have on hIm." He accepted the endIng of hIS relatIOnshIp wIth thIS gIrlfnend. He attended therapy seSSIOns and "IS no longer depressed." He has "scrambled hard to find even temporary work" and IS "commItted to takIng medIcatIOn for hIS ADD symptoms, If reqUIred and IndIcated." The doctor further notes that he had taken all of these steps "at a tIme when hIS day- to-day lIfe has been dIfficult." Dr Hoffer concluded WIth the folloWIng I would lIke to summanze to thIS pOInt. Boyd IS a decent young man of good character I would not request (and recommend) compaSSIOnate consIderatIOn for hIm If I belIeved he was at any nsk for re-offendIng. But there are Important aspects for those who make the final deCISIOn about Boyd to consIder His mother struggled herOIcally WIth multIple Jobs to proVIde for her three chIldren as a sole support mother He had no male role model In hIS lIfe after hIS father's desertIOn of the famIly He struggled WIth ADD all hIS lIfe And yet he persevered. He attended college He worked part-tIme Jobs to help hIS mother He was never "gIven" anythIng - he never receIved a break. He found full-tIme work and commItted hImself to maIntaInIng hIS employment. And, folloWIng hIS first senous depreSSIOn, brought on by loss and hIS attendant deep feelIngs of reJ ectIOn and abandonment, developed a problem dnnkIng pattern. Then, foolIsh, desperate and depressed, he made a bad mIstake Boyd deeply hopes that he wIll be gIven the opportumty to resume full-tIme employment and to redeem hImself through hIS honest effort. I recommend hIm to your compaSSIOn and WIsdom 8 The gnevor at the heanng, confirmed much of what was contaIned In Dr Hoffer's letter He stated that he started to see Dr Hoffer In November 2002, because he was gOIng through a "bad breakup" wIth hIS gIrlfnend, whIch was havIng a bad affect on hIm and he sought counselIng. Although thIngs ImtIally Improved, In late December hIS gIrlfnend cut off all contact wIth hIm. ThIS resulted In hIm dnnkIng more - at home In bars and at work. In terms of hIS use of alcohol, the gnevor testIfied that he was dnnkIng "close to every day" and the number of dnnks "vaned" from "two beers and up " He stated that he would dnnk at home, at work and bars On cross-eXamInatIOn, he stated that hIS dnnkIng was "mostly at bars" He could not recall If he drank before or at work on February 14 or February 15 He "probably" dId but It was "pOSSIble" he dId not. Although he knew at the tIme that he was dnnkIng too much, he dId not belIeve that he was an alcoholIc He testIfied that In February 2003 he was a "mess" "confused" and "not thInkIng straight." Mr Huvos admItted that he took all of the actIOns set out In the Agreed Statement of Fact. Pnor to thIS, however he stated that he had never stolen money and had never been In trouble WIth the law When asked to explaIn why he dId It, the gnevor provIded a number of reasons It "had to do WIth the dnnkIng" hIS "mInd was not functIOmng" and he "dId stupId thIngs whIch I regret" and It was "to compensate for the loss of my gIrlfnend." Later when asked what he used the money for he stated that he used It to "buy alcohol" and In hIS "search for a place to lIve, that was part of It." On cross-eXamInatIOn, he acknowledged that he stole the money to help pay for a condo that he wanted to purchase 9 The gnevor testIfied that he felt "hornble" about hIS actIOns, and felt "remorseful" He stated that he let a lot of people down by hIS actIOns - hIS fnends, hIS famIly and hIS employer He testIfied that he was "very sorry for what I dId." When asked what he would say to the DIstnct Manager to conVInce hIm that he could trust hIm agaIn, the gnevor responded that he was very "sorry" for hIS actIOns, that he made a "bIg mIstake" that he was reCeIVIng counselIng and had attended a few meetIngs of AlcoholIcs Anonymous whIch "scared hIm" He asked to go back to a "normal lIfe" and have a "fresh start." On cross-eXamInatIOn, the gnevor admItted that he knew at the tIme, that stealIng was wrong. He knew It was wrong to Incorrectly complete a vOId and an RTS form. He knew he was reqUIred to proVIde receIpts to customers He further understood that he was stIll on probatIOn at that tIme He testIfied that he advIsed hIS manager that he was haVIng some personal problems In late November and that hIS manager told hIm that If he needed to talk, he could approach hIm The gnevor dId not follow-up or adVIse hIS manager of hIS alcohol problem He stated, on re-eXamInatIOn, that he was embarrassed, he dId not want hIm smellIng alcohol on hIS breath, and he dId not know how hIS manager would respond to what he was dOIng. The gnevor acknowledged that he dId not take hIS ADD medIcatIOn even whIle employed and he receIved prescnptIOn drug benefits, but explaIned, on re-eXamInatIOn, that he had earlIer rebelled agaInst the drug. He now belIeved, after all that had happened, that the medIcatIOn mIght help hIm be better at work and help WIth hIS deCISIOn-makIng. The gnevor acknowledged, on cross-eXamInatIOn, that before thIS heanng he had not apologIzed to anyone at the LCBO but explaIned that he was "told not to contact anyone" 10 In response to questIOns that I posed, the gnevor stated that he dId tell Dr Hoffer that the money he stole, In part, was for a place to lIve, and that he had "totally cut down" hIS dnnkIng. He was not In a formal rehabIlItatIOn program, but was workIng wIth Dr Hoffer on the Issue Decision There can be no questIOn, as the Umon concedes, that the Employer had Just cause to dIscharge the gnevor As a CSR, the gnevor held a posItIOn of trust. He performed cash and stockroom dutIes He ran shIfts, whIch placed hIm In control of the store wIth control of the keys to the store and the keys to the cash regIster He was reqUIred to balance the deposIts and place deposIts Into the safe The eVIdence IS undIsputed that the gnevor abused that posItIOn of trust. Over a two-day penod, on seven separate occaSIOns, the gnevor vOIded actual transactIOns and processed fictItIOuS "return to stock" forms, stealIng a total of $37640 for hIS own personal use His actIOns were an abuse of trust of hIS posItIOn, the Employer and the publIc His actIOns clearly constItuted cause for dIscharge In OBLEU (Wells) and LeBO (1982), GSB No 2/82 (Venty), the Board stated as follows In regard to theft at the LCBO at p 9-10 Theft or attempted theft In any form from any Employer by an Employee, regardless of the value of the stolen goods, does constItute Just cause for the ImpOSItIOn of dIsCIplIne by the Employer DIshonesty In any form IS completely unacceptable to the Employer-Employee relatIOnshIp Theft or attempted theft of the Employer's property by an Employee IS a fundamental breach of the trust relatIOnshIp between the Employer and the Employer The LIqUor Control Board of Ontano has the nght to antICIpate a hIgh degree of honesty from ItS Employees, and a deViatIOn from that standard must be dealt wIth In keepIng wIth the graVIty of the offence The Issue to be deCIded IS whether there are compellIng mItIgatIng cIrcumstances such that a penalty other than dIscharge IS Just and reasonable In all of the CIrcumstances As set out in 11 Re Canadian Broadcasting COlporation and Canadian Union of Public Employees (1979) 23 L.AC (2d) 227 (Arthurs) under a "correctIve dISCIplIne" approach, theft IS not always automatIc grounds for dIscharge and vanous mItIgatIng factors may JustIfy the SubstItutIOn of a lesser penalty The potentIal mItIgatIng factors "bear upon the employee's future prospects for acceptable behavIOur " (23 L.AC (2d) at p 230) In OBLEU (Reed) and LCBO (1992), GSB No 1165/91 (Watters) the Board stated as follows In regard to a case of theft, at pp 9-10 [G]Iven the senousness of the offence of theft, we thInk that the penalty of dIscharge IS, pnma facIe, an acceptable Employer response to such conduct. ThIS IS not to suggest, however that It must be the automatIc response In every case In determInIng the appropnateness of the response the Employer and Indeed thIS Board, must have regard to any mItIgatIng cIrcumstances of a persuaSIve nature ThIS Includes any eVIdence eXIstIng whIch would suggest that the employee may be rehabIlItated through other forms of correctIve dIscIplIne less than dIscharge In Re Canadian Broadcasting COlporation, supra, AbItrator Arthurs lIsted a number of factors whIch bear upon an employee's future prospects for acceptable behavIOur They Included the folloWIng 1 Bona fide confusIOn or mIstake by the gnevor as to whether he was entItled to do the act complaIned of 2 The gnevor's InabIlIty due to drunkenness or emotIOnal problems, to apprecIate the wrongfulness of hIS act. 3 The ImpulsIve or non-premedItated nature of the act. 4 The relatIvely tnvIal nature of the harm done 5 The frank acknowledgement of hIS mIsconduct by the gnevor 6 The eXIstence of a sympathetIC personal motIve for dIshonesty such as famIly need, rather than hardened cnmInalIty 7 The past record of the gnevor 8 The gnevor's future prospects for lIkely good behavIOur and 12 9 The economIC Impact of dIscharge In VIew of the gnevor's age, personal cIrcumstances, etc Counsel for the Umon candIdly acknowledged that some of the factors lIsted In the Re Canadian Broadcasting Company supra, assIsted the gnevor and some dId not. I agree There was no bona fide confusIOn or mIstake by the gnevor as to whether he was entItled to do the acts complaIned of It was wrong, and the gnevor knew It was wrong. His actIOns were not ImpulsIve They were clearly thought out and IntentIOnal The harm was not tnvIal There was no sympathetIc personal motIve for the dIshonesty The motIve was to obtaIn extra money to purchase lIquor and buy a condo A key questIOn In thIS case IS the gnevor's "InabIlIty due to drunkenness or emotIOnal problems, to apprecIate the wrongfulness of hIS act." In thIS regard, the eVIdence of Dr Hoffer IS paramount. AccordIng to Dr Hoffer the gnevor's normal InhIbItorS were not functIOmng properly due to an unfortunate cOmbInatIOn of factors - the gnevor's depressIOn over the loss of hIS first senous gIrlfnend, hIS resultIng abuse of alcohol, hIS leavIng home and hIS ADD whIch Involved ImpulsIvIty In the doctor's words "[H]IS capacIty to make proper decIsIOns and be full y aware of the consequences of hI s actIOns was In Jeopardy The addItIOn of the dISInhIbItIng substance (alcohol) essentIally 'greased the skids' rendenng hIS normal compensatory InhIbItIOn relatIvely IneffectIve" The Employer submIts that lIttle weIght should be gIven to Dr Hoffer's letter Counsel contends that Dr Hoffer was motIvated by hIS personal relatIOnshIp wIth the gnevor and hIS famIly and that the underlYIng events whIch are referred to In Dr Hoffer's analysIs occurred well before hIS acts of theft. It further submIts that Dr Hoffer's letter falls to establIsh a causal connectIOn or nexus between the gnevor's problems and the theft. The Employer notes that the 13 "tnggenng events" all occurred several months before the February thefts - the gnevor's gIrlfnend cut-off all contact In December the gnevor started dnnkIng at that tIme, and he had moved out of hIS mother's home some tIme In October In terms of the ADD the Employer contends that whIle It may have lead to ImpulsIve behavIOur the thefts In thIS matter were not ImpulsIve acts They were planned and thought out. The Employer also notes that even though the gnevor was seeIng Dr Hoffer SInce November 2002, he dId not mentIOn the thefts to hIm untIl he after he was arrested, whIch should be taken Into consIderatIOn when aSseSSIng Dr Hoffer's letter In the Employer's submIssIOn, In February 2003 the gnevor was sImply an employee wIth a number of personal problems, not medIcal problems whIch caused hIS acts of theft. The case law establIshes that there must be a causal connectIOn between the acts of theft and the gnevor's condItIOn at the tIme In OP SEU (Menzies) and MinistlY of Transportation (1991), GSB No 751/91 (WaIsglass) the Board determIned that the acts of theft (36 over a 12-month penod) were related to an unusual accumulatIOn of emotIOnally stressful expenences In the gnevor's famIly In OBLEU (DePratto) and LCBO (1996), GSB No 1834/95 (Roberts) the Board determIned that the gnevor's acts of theft were due to hIS beIng In a "perpetual fog" caused by abuse of prescnptIOn drugs and depressIOn. In contrast, In OBLEU (DeLaurentis) and LCBO (1995) GSB No 1063/93 (MarszewskI), the Board dId not accept the gnevor's testImony that the thefts were the result of hIS "alcoholIsm" and "there was no other eVIdence whIch establIshed a connectIOn between the Gnevor's alcoholIsm and hIS thefts at the cash regIster" In thIS case, after much consIderatIOn, I conclude that the letter provIded by Dr Hoffer falls short of establIshIng a clear causal connectIOn between the gnevor's medIcal/emotIOnal sItuatIOn and hIS thefts The letter from Dr Hoffer places a great deal of sIgmficance on the gnevor's 14 "abuse of alcohol" and "problem dnnkIng" whIch Dr Hoffer "belIeved" Impaired hIS Judgement. The letter states that the gnevor's depreSSIOn about hIS gIrlfnend and ADD placed hIS "capacIty to make proper decIsIOns and be fully aware of the consequences of hIS actIOns In Jeopardy" The addItIOn of alcohol then "greased the skids" "rendenng hIS normal compensatory InhIbItIOn relatIvely IneffectIve" The gnevor's eVIdence regardIng hIS dnnkIng, however does not establIsh an abuse of alcohol Although he was dnnkIng "close to every day" on both dIrect and cross-eXamInatIOn he stated that he had "two plus" beers a day He drank "mostly at bars" although he dId dnnk at home and at work. SIgmficantly he dId not recall If he had been dnnkIng on the two days In questIOn when the seven acts of theft occurred. The gnevor's eVIdence of hIS alcohol use stands In marked contrast to the eVIdence In Re OBLEU (DeLaurentis) supra In that case, the gnevor testIfied that he drank one 26 ounce bottle of whIskey or rye dally that he started dnnkIng In the mormng, contInued over lunch, then agaIn on hIS way home from work. DespIte thIS eVIdence, the Board found that the gnevor faIled to establIsh that hIS thefts were prompted by hIS alcoholIsm. The Board held at p 16 [W]e cannot accept the Gnevor's attempt to transfer the responSIbIlIty for the thefts from hImself to hIS alcohol dependency It was also clear from the Gnevor's own eVIdence that he was aware of the Board's polIcy WIth respect to theft. We find that the Gnevor knew exactly what he was dOIng, namely that he knew that he was knowIngly and delIberately stealIng from the employer In thIS case, there was no eVIdence and no submISSIOn that the gnevor was an alcoholIc or unaware of hIS actIOns due to the dnnkIng. ThIS IS a sIgmficant fact whIch dIstIngUIshes thIS matter from other cases In OBLEU (Wells) supra, the Board concluded that the gnevor was an alcoholIc and that hIS "chromc dnnkIng problem" led to erractIc behavIOur In OBLEU (Reed) 15 supra, the Board accepted the gnevor's drug addIctIOn as the cause for hIS thefts In OBLEU (DePratto) and LCBO (1996) GSB No 1834/93 (Roberts) the Board determmed that the gnevor's abuse of prescnptIOn drugs put hIm m a "perpetual fog" and that It was clear that "but for the gnevor's condItIOn at the tIme the thefts would not have been commItted." In thIS case, the contentIOn, mstead, was that the gnevor's normal mhIbItIOns were not functIOmng properly due to hIS emotIOnal state and ADD combmed WIth hIS abuse of alcohol In my VIew however one of the key factual predIcates of Dr Hoffer's analysIs - the gnevor's abuse of alcohol - IS not sufficIently supported m the eVIdence When all of the eVIdence IS consIdered as a whole the letter from Dr Hoffer does not establIsh a medIcal cause for the gnevor's actIOns The eVIdence also does not establIsh that the thefts were "ImpulsIve" The defimtIOn of "ImpulsIvIty" provIded by Dr Hoffer based on the Utah Cntena for Adult ADD states Minor mamfestatIOns mclude talkmg before thmkmg thmgs through, mterruptmg other conversatIOns, ImpatIence (e g. whIle dnvmg) Impulse buymg. MaJ or mamfestatIOns .mclude poor occupatIOnal performance abrupt ImtIatIOn or termmatIOn of relatIOnshIps antIsocIal behaVIOr such as Joy-ndmg, shoplIftmg; exceSSIve mvolvement m pleasurable actIvItIes WIthout recogmzmg nsks of pamful consequences (e g. buymg sprees, foolIsh busmess mvestments, reckless dnvmg.) SubJect makes deCISIOns qUIckly and easIly WIthout reflectIOn, often on the baSIS of msufficIent mformatIOn to hIS own dIsadvantage mabIlIty to delay actmg WIthout expenencmg dIscomfort. None of these mamfestatIOns are eVIdent m the gnevor's thefts The seven mCIdents over two days were not "shoplIftmg" but mtentIOnal acts The number of mCIdents and the vanety of methods used - partIcularly the creatIOn of the fiCtItIOuS Stu Planter the return whIch stated that the customer had "no cash" when he had paid m cash, and the tIme when the gnevor "looked 16 around" before msertmg hIS key mto the cash regIster and processmg a fictItIOUS VOId - do not mdIcate that the thefts were ImpulsIve acts, as set out m the ADD cntena. Further the explanatIOn provIded m Dr Hoffer's letter does not comport wIth the gnevor's admIssIOn, on cross-exammatIOn, that he knew at the tIme, that what he was domg was wrong. Dr Hoffer's belIef that the gnevor's Judgement was Impaired cannot ovemde the gnevor's admIssIOn that he knew what he was domg. He may well not have been thmkmg about the consequences If he got caught. As he testIfied, he "wasn't thmkmg" at the tIme But he stIll knew he was engagmg m theft; he knew what he was domg was wrong. Another factor whIch works strongly agamst the gnevor IS hIS probatIOnary status The Employer relIes heavIly on the fact that the gnevor was on stIll on probatIOn at the tIme of hIS termmatIOn. It asserts that the standard for Just cause for a probatIOnary employee IS a less stnngent standard. In support, It cItes to OBLEU (Ramji) and LCBO (2002) GSB No 1604/00 (DIssanayake) and OBLEU (Filho) and LCBO (2003) GSB No 1728/01 (Abramsky) The Umon, m contrast, asserts that the gnevor's probatIOnary status IS not relevant to the Issue of Just cause - the Employer clearly had that. Instead, It asserts that It IS only relevant to establIsh that he dId not have a lengthy record of employment, although It submIts that hIS penod as a casual employee cannot be Ignored. The gnevor at the tIme of hIS termmatIOn, had worked for the Employer for four years Most of that penod was as a casual retaIl employee His testImony was uncontradIcted that he receIved no dIscIplIne dunng that tIme, and no problems wIth hIS performance were brought to hIS attentIOn. Nevertheless, the gnevor as a full-tIme CSR, was stIll on probatIOn at the tIme of hIS termmatIOn. It IS a factor whIch must be conSIdered m determmmg whether a penalty other than 17 dIscharge IS Just and reasonable In all of the cIrcumstances, although hIS pnor servIce cannot be completely Ignored The eVIdence establIshes that the gnevor was aware, at the tIme of the thefts, that he was stIll on probatIOn. His status as a probatIOnary employee IS sIgmficant for two reasons FIrst, the gnevor's "past record" and "eqUIty" In hIS Job IS lImIted. He IS not a long-servIce employee even If hIS casual servIce IS conSIdered. The second reason has to do wIth deterrence In OBLEU (De Laurentis) supra, the Board cIted a decIsIOn of ArbItrator Burkett In Re Goodyear Tire Inc and [JR. W Local 232 (1985) 18 L.A.C (3d) 65 at p 68 WhIle I accept the company submIssIOn that any theft of company product IS a senous offence I do not accept that dIscharge should be the automatIc response In every such case Indeed the recent Junsprudence holds that the seventy of the penalty In a theft case should be determIned on a reVIew of a number of factors IncludIng the servIce and record of the gnevor the value of the goods, the contnteness of the gnevor the Impact of the penalty upon the gnevor havIng regard to hIS age and skIll, and most Importantly the need for general deterrence It IS umversally accepted that general deterrence IS a legItImate and necessary conSIderatIOn In determInIng the seventy of the dIscIplIne In a theft case As noted In Re OBLEU (Blackmore) and LeBO GSB No 315A/84 (Draper), quoted In Re OBLEU (Reed) supra at p 12, "the LCBO IS especIally vulnerable to theft and attempted theft of ItS property Its employees are IneVItably presented wIth temptIng opportumtIes for dIshonest behavIOur and there are practIcal lImIts to the secunty measures that can be taken to guard agaInst the mIsappropnatIOn of money or goods" AccordIngly deterrence IS a very legItImate concern, and the gnevor's probatIOnary status IS a sIgmficant conSIderatIOn In determInIng whether or not to SubstItute a penalty other than 18 dIscharge I am very concerned about sendIng a message that a probatIOnary employee who engages In seven acts of IntentIOnal theft cannot properly be termInated for hIS conduct. There are, however several factors In the gnevor's favour From the gnevor's testImony at the heanng, It IS clear that he IS very remorseful for hIS actIOns He accepted full responsIbIlIty for hIS conduct and acknowledged that It was wrong. WhIle the Employer qUIte correctly pOInts out that the gnevor dId not admIt hIS theft at the tIme as dId the gnevors In some of the cases cIted by the Umon, the gnevor's lack of a substantIve response to the NOill was based on the InstructIOns of hIS cnmInal lawyer not to say anythIng untIl the cnmInal charges had been resolved. Under these cIrcumstances, the gnevor's faIlure to dISCUSS hIS actIOns cannot be held agaInst hIm. In OBLEU (Reed) supra, the gnevor ImtIally admItted to the theft when arrested, then declIned to elaborate at a meetIng wIth management. The Board ruled that "[w]e do not consIder hIS retIcence dunng the meetIng of June 13 1991 to be matenal as he was actIng pursuant to the InstructIOns of the lawyer handlIng the cnmInal charge" The same applIes here The gnevor testIfied that he realIzed that he had dIsappoInted a lot of people, IncludIng hIS famIly hIS fnends and the employer He apologIzed to the DIstnct Manager at the heanng. The Employer asserts that thIS apology dId not come untIl the heanng, whIch IS too late In the day to be meamngful Normally In my VIew apologIes at an arbItratIOn heanng are of lImIted value, but In thIS case, the gnevor explaIned that he had been told not to contact the employer There were no follow-up questIOns to explore thIS InstructIOn, and the InstructIOn, on ItS face, IS not unreasonable gIven the CIrcumstances of hIS termInatIOn and eXIstence of the gnevance Consequently I conclude that the heanng may well have been the first opportumty that the gnevor had to apologIze to the employer SInce hIS termInatIOn. I also conclude that the gnevor's apology was SIncere 19 The Umon further asserts that the gnevor's breach of trust was an aberratIOn In hIS normal conduct, although not a "momentary aberratIOn." It pOInts out that there IS no eVIdence or suggestIOn that he had engaged In theft at any tIme before The Umon's posItIOn finds support IS Dr Hoffer's letter where he states that "the CIrcumstances of [the gnevor's] takIng money was, and IS, completely out of character for hIm" Dr Hoffer describes the gnevor as a "decent young man of good character" who made a "bad mIstake" The case law appears to take two approaches to "aberratIOn" as a mItIgatIng factor The first VIew IS that the act must be a "momentary aberratIOn" as In a spur of the moment decIsIOn rather than a pre-medItated act. The other approach looks at whether the conduct was an "aberratIOn" from the gnevor's usual trustworthy behavIOur OPSEU (Menzies) supra In OBLEU (Reed) supra, the gnevor a casual clerk stole money on "one or two" occaSIOns, from the LCBO by "under-nngIng" customer purchases and pocketIng the dIfference He was arrested and pleaded gUIlty to theft. The Board held at p 13 that "the theft was not a momentary aberratIOn If defined In temporal terms" and that each theft was "delIberate and well planned." But It contInued "Nevertheless, we thInk that the conduct may be VIewed as an aberratIOn In the context of the gnevor's overall work record WIth the Employer" The gnevor had worked as a casual clerk for 3 1Iz years and there was no eVIdence of any other work-related problems He acknowledged that at the tIme he was abusIng drugs and engaged In the theft to support and fund hIS drug use The Board concluded that hIS "normal Judgement and conduct were dIstorted dunng thIS penod of heavy drug use" (DecIsIOn at p 13) 20 In thIS case, the gnevor's seven acts of theft clearly were not a "momentary aberratIOn." The eVIdence suggests, however that they may have been an aberratIOn from the gnevor's usual behavIOur There IS no eVIdence of any past work-related problems or pnor SuspICIOn about the gnevor's cashIenng. Further SInce the gnevor's termInatIOn, he has taken a number of actIOns whIch suggest that hIS personal lIfe and employment may be rehabIlItated. As stated In Dr Hoffer's letter and confirmed by the gnevor at the heanng He attended some meetIngs of AlcoholIcs Anonymous to galvamze hIS understandIng of the severe Impact alcohol abuse could have on hIm He accepted the endIng of the relatIOnshIp wIth hIS gIrlfnend. He attended to therapy seSSIOns wIth me to restore hIS mood and IS no longer depressed. He has scrambled hard to find even temporary work. He has commItted to takIng medIcatIOn for hIS ADD symptoms, If reqUIred and IndIcated. These factors are sIgmficant and make thIS a truly dIfficult case to decIde I have also consIdered Dr Hoffer's representatIOns about the dIfficultIes In the gnevor's early lIfe Unfortunately these factors, wIthout more, do not establIsh "compellIng mItIgatIng cIrcumstances" whIch demonstrate that a penalty other than dIscharge IS Just and reasonable In all of the CIrcumstances The nature of the gnevor's thefts In thIS case IS partIcularly egregIOus They Involved seven delIberate acts of theft In two days, and were only caught because a hIdden camera was placed over the gnevor's cash regIster The amount stolen, $37640 In two ShIftS, was also sIgmficant. There was no sympathetIC personal motIve for the thefts He abused hIS posItIOn to obtaIn extra money His status was that of a probatIOnary employee at the tIme He knew what he was dOIng at the tIme was wrong. 21 Another final factor to consIder IS the economIC Impact of the dIscharge In VIew of the gnevor's age and personal CIrcumstances The gnevor IS 25 years old and has, not surpnsIngly been unable to find full-tIme work SInce hIS termInatIOn. He testIfied about the efforts he has made to find work, and Dr Hoffer's letter addressed that pOInt as well The Umon relIes on Re Carling 0 Keefe Breyt,eries of Canada Ltd and Canadian Union of United Breyt,ery Workers Local 325 (1982) 6 LAC (3d) 412 (McLaren) In whIch the arbItrator reInstated a 19-year old employee, wIth 1 1Iz years of servIce, who stole, on one occaSIOn, two cases of beer from hIS employer He admItted to the theft folloWIng the gnevance procedure and agaIn at the heanng. He wrote a note of apology to the employer and was "truly contnte" The arbItrator found "the personal and economIC effect on the gnevor of a contInued dIscharge to be too severe a penalty for hIm to bear for the rest of hIS lIfe" Although he knew better than to engage In the conduct In whIch he dId, and It was not a "spur of the moment" actIOn, the arbItrator ruled that "hIS youthfulness ought to be taken account of" He contInued at pp 414-415 If I were not satIsfied that the trust could be retneved then I would not mItIgate thIS dIscharge I do so In thIS case because I am Impressed that the gnevor IS a young man of good character who has made one drastIc mIstake In hIS lIfe He ought to be gIven another chance The arbItrator Imposed a sIx-month suspensIOn to ensure deterrence, and reInstated the gnevor although the company dId not have to return hIm to hIS former J ob If It felt It could not trust hIm. In thIS case the gnevor IS 25 not 19 His actIOns do not appear to be In the nature of a single "youthful IndIScretIOn." They were repeated, IntentIOnal acts of theft. 22 Nor am I convInced that the level of trust essentIal to the employment relatIOnshIp could be retneved. The gnevor's posItIOn Involves substantIal cash responsIbIlItIes He ran ShIftS and possessed keys to the store and keys to the cash regIster He was reqUIred to balance deposIts and place deposIts Into the safe as well as assIgn and supervIse other employees Although counsel for the Umon suggested that condItIOns could be attached to the gnevor's reInstatement, IncludIng no cash responsIbIlItIes, there was no eVIdence on the feasibIlIty of that, nor of any posItIOns on the retaIl sIde whIch do not Involve cash handlIng. For a CSR, cash handlIng and trust are essentIal to the J ob Consequently after consIdenng all of the eVIdence and the arguments of the partIes, I cannot conclude that I ought to exerCIse my dIscretIOn to SubstItute another penalty In thIS matter The gnevance IS therefore dIsmIssed. Issued at Toronto thIS 31st day of October 2003 ,hnnt61