HomeMy WebLinkAbout2004-0224.Sutherland.06-12-01 Decision
Crown Employees
Grievance Settlement
Board
Suite 600
180 Dundas Sl. West
Toronto, Ontario M5G 1Z8
Tel. (416) 326-1388
Fax (416) 326-1396
Commission de
reglement des griefs
des employes de la
Couronne
Bureau 600
180, rue Dundas Ouest
Toronto (Ontario) M5G 1Z8
Tel. : (416) 326-1388
Telec. : (416) 326-1396
IN THE MATTER OF AN ARBITRATION
Under
Nj
~
Ontario
GSB# 2004-0224
UNION# 2004-0340-0003
THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT
BETWEEN
BEFORE
FOR THE UNION
FOR THE EMPLOYER
HEARING
Before
THE GRIEVANCE SETTLEMENT BOARD
Ontario Public Service Employees Union
(Sutherland)
- and -
The Crown in Right of Ontario
(Mini stry of Finance)
Owen V. Gray
Peter Shklanka
Grievance Officer
Ontario Public Service Employees Union
Benj amin Parry / Yasmeena Mohamed
Counsel
Ministry of Government Services
July 26 and October 31,2005; April 28,
May 2, June 19,20 and September 20,2006.
Union
Employer
Vice-Chair
2
Decision
[1] The grievance before me for arbitration alleges that "the competition Job Req#
3954 was flawed (Article 6)" and asks that the grievor "be awarded the job retroactive
to January 13/04 with full wages and benefits." The successful candidates in the
competition had notice of the hearings in this matter but did not seek to participate in
them actively.
[2] The competition was for two newly created OAG 12 Program Analyst positions in
the Technical Education Unit ("the TEU") of the Retail Sales Tax Branch of the
Ministry's Tax Revenue Division. The May 2003 posting for the positions described the
positions as follows:
The Retail Sales Tax Branch (RSTB), Technical Education Unit (TEU) requires
detail-oriented individuals to provide operational, technical, and administrative
support to a unit which provides formal legislative, services, audit, and refund
training to all staff who administer RSTB programs. In a fast paced, professional
environment, you will partner with trainers during the training process, and you will
analyse and evaluate training results to make recommendations for improvements to
management. Using your technical expertise you will create training material, write
reports, maintain statistical data, and develop Interactive computer learning
programs.
Qualifications: Knowledge of the Retail Sales Tax Act, regulations and related
Ministrylbranch procedures/policies to provide operational support to the unit;
knowledge of and ability to use computer hardware and software programs, (e.g.
PowerPoint, WordPerfect, Lotus 1 2 3, Adobe Acrobat, Internet/Intranet, database
management software) to create training material, reports and statistical data,
communication/interpersonal skills to write and present reports, facilitate training
and to contribute to a positive working environment, research/analytical/evaluative
skills to collect, compile and assess data/legislation/policies/practices for use in
presentations or management reports, to review data and statistics and make
recommendations to management for improvements and to research new training
technology; organizational and problem solving skills to meet concurrent assignment
deadlines; knowledge of training methodology to participate in/conduct needs
analysis, to create training material and to design and facilitate general-topic
training.
[3] The grievor is a long serving employee of the Ministry who had more seniority
than the two candidates who were awarded the positions. In 2002 and early 2003 the
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grievor was seconded to a position in the TEU that was quite similar, but not identical,
to the positions that were the subject of the competition.
[4] Although the positions were posted in May 2003, the competition interviews and
tests did not start until December 2003. The competition panel consisted of Hugh
Rorison, then manager of the TEU, and Christina Shank, then acting manager of the
Quality Services Unit of the Retail Sales Tax Branch. They screened out all but the six
applicants who, from their applications, seemed most qualified for the positions. Each
of those six applicants was interviewed by the panel using a prepared set of questions.
Each was also given a software aptitude test and a memo writing test in a 90 minute
session at the Ministry's head office on Ministry computers. The two competition panel
members individually scored each question and the results of each of the two tests.
Except where otherwise noted, scores referred to hereafter are the average of the scores
assigned by each of the panel members.
[5] The grievor and one other applicant achieved a score of 106 in the competition.
Three other applicants had higher scores. The panel awarded the positions to the
highest scoring applicants: Diane Graham, who achieved a score of 158, and Bev
Bilinski, who achieved a score of 150.5.
[6] The grievor requested and was granted a post-competition interview with the job
competition panel on January 19, 2004, to learn why she was unsuccessful. She grieved
the result of the competition shortly thereafter.
The Issues
[7] During his opening statement, union counsel identified the following issues as
forming the basis for the union's claim that the competition in issue was conducted in
an unfair manner in violation of the collective agreement:
a) Diane Graham was seconded to a position in the TEU similar (but not identical)
to the grievor's during a period that began after the grievor's secondment did and
continued after the grievor left. During that period, she and the grievor told
management that Adobe Acrobat software would be useful to them in performing
their jobs. Ms. Graham somehow obtained an unlicensed copy of the software
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that she had then used in performing her job, but the grievor was not been given
a copy. She had thus been at a disadvantage relative to Ms. Graham in
performing the part of the software aptitude test that involved the use of Adobe
Acrobat. Also, the grievor was not given any performance evaluation during her
secondment and thus was denied the opportunity to improve in the position or to
address any concerns management may have had concerning her performance.
From the feedback she received she believed her performance had been fine. The
grievor's own assignment in the TEU had been "terminated for no apparent
reason," while Ms. Graham's had been extended, and she may have been in the
position at the time of the competition. This had also given Ms. Graham an
unfair advantage.
b) The interview component of the competition did not give proper weight to the
grievor's prior experience in the TEU in a substantially similar job. The grievor
was not given the opportunity to explain and be evaluated on the fact that she
had done the job for over a year. Certain of the questions were hypothetical and
did not capture the candidate's experience. Certain of the interview questions did
not relate to things people in the job actually did. The grievor was interviewed in
a hurried and unfair manner. She was not afforded the opportunity to enlarge on
her responses. Her perception of the interviewers' body language was that she
was being cued to move on even though she had more to say. For a number of
questions she did not have an opportunity to give full answers.
c) The computer she was assigned to use during the software aptitude test had not
been properly set up, and this had adversely affected the grievor's ability to
properly perform the tasks required by the test.
d) There were inconsistencies as between the two interviewers in the way the
grievor's interview and test answers were scored, and inconsistencies between
their scoring of her answers and their scoring of the answers of other candidates,
all of which reflected a subjective bias in favour of the other candidates. The fact
that use of Adobe Acrobat formed part of the test showed that the competition
was skewed in favour of Ms. Graham, as did the fact that Ms. Graham had
continued in her TEU secondment after the grievor's secondment had ended.
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[8] Although this was not alleged in the union's openmg, during her cross-
examination the grievor stated that she believed there had been bias against her
because her secondment to the TEU had been the result of a settlement of a grievance.
She believed that for that reason 'they' had had no intention of giving her the job. She
stated that she had been concerned that this might be so for months before the
interview and tests, and that she had concluded that it was so following the software
test. In this vein she testified that she believed that when she did the computer and
written test she had been assigned a computer that had been deliberately set up in a
defective state. Union counsel adopted this bias allegation as part of the union's
position, and sought to establish a factual basis for it during in his cross-examination of
the competition panel members.
[9] The employer's position in opening, and throughout, was that the competition
had been conducted properly, that the methods used to assess qualifications and ability
were fair and objective, and that if there were any flaws in the competition they did not
affect the outcome. As for the alleged computer difficulties, the employer said the
grievor had not raised them during the test or before the results were announced, and
that the grievor knew she could and should have raised such difficulties at the time
they occurred, particularly since she had done that during a previous competition in
which she had had computer difficulties.
The Evidence
The position
[10] Mr. Rorison testified that the TEU was formed in 1999 or 2000 to provide initial
training for a large number of auditors being hired at that time. The role of the unit
evolved and enlarged thereafter, as did the sense Mr. Rorison and his training staff had
of their needs for technical and administrative support. Initially they just had someone
to arrange for training rooms, transportation and equipment and to keep data on the
outcome of training programs. The preparation and use of PowerPoint presentations in
training was a relatively new and growing part of the unit's activities. When trainers
needed to have PowerPoint slides and other materials prepared they had to go outside
the unit to enlist the help of someone with the necessary skills. They came to feel they
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should have those skills available to them within the unit. In late 2001 the unit got
approval for two temporary technical support positions at higher skill levels. Those are
the positions that the grievor and Ms. Graham filled. The positions and management's
sense of its needs both continued to evolve during those secondments. A definition for
permanent positions crystallized in a Position Description Report ("PDR") that was
approved in March 2003. The job description in the posting quoted earlier in paragraph
[2] is consistent with that PDR.
The Grievor's secondment to the TED
[11] The secondment of the grievor to the TEU was part of a settlement of a
grievance. There is no evidence before me concerning the nature of that grievance. Mr.
Rorison testified that after the two temporary positions were approved in late 2001 he
was simply told that the grievor would be filling one of those positions for 12 months.
He knew this was a result of a settlement. The settlement document set out the sort of
duties she would be performing in the temporary position. He knew nothing about the
grievance that led to the settlement, though. It was not a matter of concern for him.
[12] A month or two after the grievor started, Diane Graham was given the other
temporary position on a six month secondment. The secondments of the grievor and Ms.
Graham were interrupted by the strike in the spring of 2002, and the expiry dates of
both secondments were extended by the length of the interruption. Mr. Rorison testified
that Ms. Graham's initial six month secondment (thus extended) was renewed once.
The grievor's secondment ended in early 2003 at the end of its extended term. When
Ms. Graham's renewal term came to an end thereafter, the unit functioned without
administrative support personnel until the competition was completed.
[13] The grievor and Ms. Graham together told management they thought Adobe
Acrobat would be useful in their work. On the basis of that presentation, Mr. Rorison
requested the software for the branch. Ms. Graham somehow obtained and started
using a copy of the software that was not licensed to the TEU, a fact of which Mr.
Rorison became aware after her use of the software began. Mr. Rorison testified that
the request for licensed versions somehow "went into limbo." The licensed software did
not arrive before the grievor's secondment came to an end. In the meantime, however,
the grievor was sent for training on the software in November 2002.
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[14] The grIevor asked Mr. Rorison more than once for a formal performance
appraisal. Mr. Rorison spoke to his superior about this. He was told he could provide a
formal appraisal if he wished. He testified that he just did not get it done. He did not
give Ms. Graham a formal appraisal either. He was aware of the work performance of
both of them, however, through direct observation and reports from the trainers who
reported to him.
[15] The impression Mr. Rorison had was that the grievor's work product frequently
had to be sent back to her for correction. This was a concern, but not a serious concern.
By contrast, he considered Ms. Graham a self-starter who produced work with a high
level of acceptance, of which little revision was required. Challenged that he had not
given the grievor that feedback by means of a formal appraisal, Mr. Rorison observed
that the frequent return to her of her work for correction should have been instructive.
He said that at the time he did not think giving her written criticism would have been
helpful.
[16] When the grIevor left the TEU she went to a secondment in the
Seminars/Publications unit of the Tax Advisory Branch. She testified that while in that
position she used Adobe Acrobat on a daily basis. In her May 23, 2003 application in
this competition she stated that she had "demonstrated experience" in a variety of
software programs, including Adobe Acrobat.
The Interview Process
[17] The grievor testified that the demeanour of the interviewers was cold and
unsupportive. She stated that she asked them at the outset to let her know if she
missed anything, and they nodded their agreement to do so. They did not alert her
when she failed to address all of the issues raised in questions, however. The grievor
stated that the interview was rushed. In particular, she was cued to move on before she
had given a complete answer, leading her to believe she had "targeted" the answers, yet
she had been given low marks for incomplete answers. She claims that in the post-
competition interview Mr. Rorison told her, in effect, that other candidates had been
prompted, that they had not just sat there "stonefaced." She also says that she was not
aware until the post-competition interview that the text of each interview question was
printed on sheets that were face down in front of her during the interview.
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[18] Interview question 2 described the work of the TEU and then said
Weare looking for demonstrated effective writing and editing skills in addition to
effect oral skills. Tell us about your experience with both.
The grievor's answer did not address the "oral skills" part of the question at all. She
scored 12.5 out of 20 on this question. Ms. Graham and Ms. Bilinski scored 17 and 17.5,
respectively. The grievor testified that when she reached the end of her answer with
respect to written skills, Ms. Shank simply read question 3 to her without first asking
her whether she was ready to move on. She said this led her to believe she had
"targeted" the answer, and she moved on with the panel to that next question. She does
not claim that she was interrupted in mid-sentence, only that the next question was
read after she completed a sentence. It is not clear from her testimony whether she
claims that she had intended to say something about oral skills but was prevented or
dissuaded from saying it, or whether in retrospect she realizes that she overlooked the
last part of the question and feels the panel ought to have brought that to her attention
before moving on. It is revealing in that regard that when asked for comment on the
panel's notes of the other candidates' answers to that question, she said it appeared
that the other candidates had "heard the entire question." This is the only question
from which she complains of about having been cued to move on.
[19] Mr. Rorison and Ms. Shank both testified that their interview procedure was
consistent for all six candidates. Each candidate was told she would be asked a series of
questions that were printed on sheets placed face down in front of her. The candidates
could (and all did, as far as the interviewers recalled) turn each sheet face up as the
question on it was read. There was a pen and pad of paper beside the question sheets,
which candidates were told they could use if they wished to make notes to organize
their response (to ensure that such notes were not made on the questions sheets
themselves). Mr. Rorison and Ms. Shank alternated asking the questions. They each
made notes of the answers. Candidates were told they could return to any question at
any time to enlarge or modify their response to it. The panel members did not move on
from a question without asking a candidate whether she wished to move on or had more
to say.
[20] The panel members have no specific recollection of the instructions given to the
grievor, or of her looking at the question sheets, but were both quite confident that the
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same process had been followed with her as with the other candidates. Ms. Shank
testified that she had a generic competition check list that she had prepared in
consultation with Human Resources at some time in the past to ensure that
competitions in which she was involved were conducted appropriately. She said she
consulted that checklist from time to time during each interview to ensure that each
step was properly taken.
[21] Mr. Rorison and Ms. Shank both deny that the grievor asked to be alerted if she
missed anything in her answers. Both testified that giving such guidance would have
been quite improper, in their view. Ms. Shank observed that it would have been "highly
unusual" for a candidate to make such a request, so she would have remembered if the
grievor had done so. Mr. Rorison denied telling the grievor in the post-competition
interview that other candidates had been "prompted." He remembered making a
comment about not sitting "stone faced." That comment had been to the effect that if a
candidate did not respond at all to a question after it was read to her they might
paraphrase the question to get her started, but once a candidate had started answering
they would not interrupt or prompt her. He testified that that comment was made in
response to the grievor's having asserted, without elaboration, that she understood that
others had been prompted during their interviews.
[22] Ms. Shank also testified that when the grievor's failure to cover "oral skills" in
her answer to question 2 was discussed with her during the post-competition interview,
she told that grievor that that was why each candidate had the questions in writing in
front of her, so the candidate could review the question and decide whether her answer
was complete before moving on. She also told the grievor that the panel had always
asked each candidate whether she had more to say or wished to move on, to provide
that opportunity and ensure that the candidate was not given the impression she had
perfectly answered the question.
The Interview Questions
[23] Candidates were each asked ten questions. Only two were challenged as
inappropriate to the positions in issue.
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[24] Interview question 4 asked candidates to "Identify the various rates of retail
sales tax and describe how they apply." Question 6 said "Please describe purchase
exemption certificates, who uses them and what is their significance for retail sales tax
purposes." The grievor did not do well on these questions, scoring 3.5 and 3 out of 10,
respectively. By comparison, Ms. Graham scored 9 and 6.5, while Ms. Bilinski scored 3
and 1.5. The marking itself is not challenged, nor is it disputed that "[k]nowledge of the
Retail Sales Tax Act, regulations and related Ministry/branch procedures/policies" was
specified in the job posting as a job requirement. What is challenged is the requirement
itself. In the grievor's view, it was unnecessary for someone in the position to know
such things; it should have been sufficient that a candidate know where to look them
up.
[25] Mr. Rorison's view was that knowledge of basic facts about Retail Sales Tax was
a pertinent qualification, and that questions 4 and 6 concerned information that was
quite basic for anyone who had been employed in the Retail Sales Tax Branch for any
length of time. Ms. Shank also thought that these were basic matters that anyone in
the Retail Sales Branch could be expected to know, whether or not their job involved
advising or being consulted on those matters.
Completeness of Interview Notes
[26] With a few exceptions, the grievor agreed that the notes taken by Mr. Rorison
and Ms. Shank reflected the answers she gave during the interview. She stated that in
her answer to question 1, which asked about experience with computer software, she
made reference to her years of experience with the Ministry, or to her seniority as she
put it at one point in her cross-examination. She was concerned that the panel's notes
of her answer to that question did not reflect her having said that. The grievor testified
that she made references to her seniority or years with the Ministry three or four times
in the course of the interview, including once at the end of the interview.
[27] Ms. Shank's notes of the grievor's answer to interview question 2 record her
mentioning her year in the TEU, and her notes of the grievor's answer to question 3
note her mentioning her 17 years with the Ministry.
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[28] The grievor testified that Mr. Rorison's notes did not fully reflect her answer to
question 9, but acknowledged that Ms. Shank's notes did. It is not apparent that the
omission in Mr. Rorison's notes adversely affected the grievor's score: she received a
mark of 5 out of 10 from Mr. Rorison and 4 out of 10 from Ms. Shank.
The Marking of Interview Questions
[29] Interview question 5 asked "What are the common serVIce standards?" The
grievor got 6 marks out of 10. The two successful candidates each got 10. The panel's
expected answer organized the standards into four categories of standard. The panel's
notes indicate that the grievor's answer mentioned the standards in three of the four
categories. On her behalf, the union complains that having touched on three of the four
categories, she should have been given more than 6 marks out of 10. Ms. Shank's
unshaken explanation is that the grievor's answer did not fully address the three
categories on which it touched.
[30] Question 10 asked the candidate to "Identify and describe various methods of
training and your experience in delivering training." The panel's model answer listed
eight training methods. In their view her answer addressed two of those. Ms. Shank
gave her two marks out of six for the methods and two out of four for her account of her
experience, for a total of four out of ten. Mr. Rorison gave her five out of ten. Ms.
Graham's score was the same as the grievor's. Ms. Bilinski got 8 marks from each of the
two panel members. The union argues that Ms. Sutherland's mark was unfair because
she had actually delivered training and her description of training methods should have
been accepted as sufficient.
The Marking of the Memo Test
[31] The memo test involved writing a draft memorandum for the signature of the
TEU manager. The memo was to define E-Learning and identify certain E-Learning
concepts, based on a 45 page Conference Board of Canada paper on E-Learning. The
grievor received a score of 23 out of 40. Ms. Graham and Ms. Bilinski received scores of
26.5 and 40, respectively. The grievor feels the scoring was unfair because her memo
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had fully and accurately captured the definitions set out in the paper provided, while
Ms. Graham's had not. While not disputing that she made several spelling, punctuation
and other errors in her memo (which Ms. Graham had not), she felt that the substance
of the memo should have been the primary consideration in marking.
[32] The panel members acknowledged in their testimony that the substance of the
grievor's memo was superior to that of Ms. Graham's, but noted that the grievor's memo
contained numerous typographical and style errors: it was dated December 15, 2004 (a
year in the future), the name of the manager sending it (Mr. Rorison) was misspelled
(as "Orison"), punctuation was omitted or used incorrectly more than once, and
generally the appearance and layout was unprofessional. Ms. Graham's memo had not
suffered from similar errors. They said they were looking for analytical skills,
organizational skills and written communication skills, that marks were assigned for
each, that this involved assessing both form and content, and that the memos of the
grievor and Ms. Graham were each fairly marked from that perspective.
The Software Aptitude Test
[33] In the first part of the software aptitude test the candidate was to prepare three
calendar documents using WordPerfect, insert notes of certain events in the calendar
on their dates, convert each calendar document to pdf format using Adobe Acrobat,
incorporate each pdf file into a PowerPoint slide, and save the results to disk. The
second part of the software aptitude test involved writing a description of the steps
taken to complete the first part and answering a question about why and when a
particular feature of PowerPoint would be used. The grievor and four of the five other
candidates did this test in a computer lab in the presence of Mr. Rorison and Ms.
McGregor in mid - December, a few days after their interviews.
[34] The grievor testified that she had used WordPerfect to prepare such calendars
when she worked at the TEU. Doing so had involved clicking a command that brought
up a dialog box asking for the month and year of the calendar or calendars to be
created. When those were entered, a macro would then run, modifying an month
calendar template to apply the month name and year and insert the numbered dates of
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the month into the columns that corresponded to the days of the week on which those
dates fell in that month. The grievor stated that when she clicked on the relevant
command during the test, the software displayed a message that an "illegal operation"
had occurred that might cause a loss of data if she continued. As a result, she said, she
could not cause the software to modify the default template calendar to appear as a
calendar should for the months of January, February and March, 2004.
[35] The grievor chose not to bring this difficulty to the attention of Mr. Rorison or
Ms. McGregor when it occurred. She chose instead to make copies of the default
calendar template without modification, other than to change the month name and year
for each of the three required calendars from the default of December 1999. This had
the result that each of her three calendars started on a Wednesday, as December 1999
did, rather than on a Thursday, a Sunday and a Monday, respectively, as January,
February and March 2004 did. The days of the week did not correspond with the dates
for the subject months and, consequently, the work events she had to enter for specific
dates could and did sometimes appear to be taking place on a weekend.
[36] The grievor testified that when she then went to transform the WordPerfect files
into pdf format using Adobe Acrobat, that software also gave her a message that an
"illegal operation" had occurred that might cause a loss of data if she continued. Again,
she chose not to bring this difficulty to management's attention when it occurred.
[37] The grievor had several explanations for her having chosen not to bring these
alleged difficulties to management's attention when they occurred. One was that she
thought the other candidates had been similarly equipped with software that had the
same lack of functionality. Another was that, with respect to the WordPerfect
documents at least, she felt she could work around the problem in the way that she did.
[38] It was put to the grievor that she had had computer difficulties during a test in
an earlier competition, that she had brought those difficulties to the attention of those
who had been supervising that test at the time, that the difficulties had been resolved
and that she had then completed the test. She acknowledged all this. She said she acted
differently on this occasion because there was no computer technician present, as there
had been on that prior occasion, and she did not believe that either Mr. Rorison or Ms.
McGregor had the technical expertise to fix the problems themselves.
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[39] The second part of the software aptitude test required that the candidate
"Describe steps taken by you, to complete the 'calendar' assignment" and answer a
question about why and when a particular feature of PowerPoint would be used. The
grievor's descriptions of the steps she took made no mention of the difficulties she
claims she encountered. I do not mention this as a credibility issue (it was not put to
her that her answering in that way was inconsistent with her allegations about
computer difficulties), but only to note that the competition panel would not have
known of the alleged computer difficulties by that means before they made their
decision.
[40] During the post competition interview discussion of her results on the software
aptitude test the grievor told the panel of these alleged computer difficulties. As part of
the employer's case, Ms. Shank testified that on hearing this she asked the grievor
whether she had brought this to anyone's attention at the time, to which the grievor
said "no" or made no reply. Although the grievor addressed other aspects of the
employer's case when she was recalled to testify in reply, she did not contradict Ms.
Shank on this point.
[41] During the hearing before me, the grievor testified that at the end of the test, as
she was leaving the room, she told both Mr. Rorison and Ms. McGregor that she had
had difficulty with her computer. She said the only response to this was that Ms.
McGregor said "oh." Both Mr. Rorison and Ms. McGregor denied hearing any such
report from the grievor at the end of the test.
[42] The grievor received 12 out of 40 marks for the computer aptitude test. Ms.
Graham scored 36; Ms. Bilinski scored 25.5. The grievor testified that during the post
competition interview she was told that her mark on that test was 23, and that the part
affected by her computer difficulties had not been worth many marks. The evidence
that she had been told her mark was 23 was not challenged or contradicted. Equally,
the difference between that and the recorded mark was not put to either of the panel
members in cross-examination. It was not suggested to either of them, for example, that
they had deliberately misinformed the grievor or that 12 was not the mark that they
had actually assigned at the time of the competition.
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[43] Mr. Rorison testified that during the post-competition interview, when the
grievor complained about having been disadvantaged with respect to Adobe Acrobat,
the panel members told her that the number of marks assigned to the ability to use
Acrobat to convert WordPerfect calendars to pdf documents was small, and that ability
to use that software did not sway the result one way or the other. They pointed out that
there were problems with the formatting of her calendars in WordPerfect. Although she
blamed that on the computer, Mr. Rorison did not believe those deficiencies could be
due to a computer problem. In addition, this was the first he had heard of a computer
problem. He felt that if there had been a computer problem he ought to have been told
at the time, as that was the only time when he could have had anything done about it.
Decision
[44] The pertinent part of Article 6 of the collective agreement provides that
6.3 In filling a vacancy, the Employer shall give primary consideration to
qualifications and ability to perform the required duties. Where qualifications and
ability are relatively equal, seniority shall be the deciding factor.
In their closing arguments both counsel referred to decisions of the GSB that elaborate
on what this provision requires of the employer in the conduct of job competitions.
Union counsel relied particularly on decisions which hold that the employer should not
rely exclusively on a candidate's ability to answer questions in an interview, but should
also consider past experience, job performance and other evidence of qualification and
ability. Employer counsel relied particularly on decisions to the effect that in order to
win a remedy in a job competition grievance the union must show more than that the
competition was flawed in some respect - that the Board will not order that a grievor be
placed in the position unless the union establishes that the grievor would have been a
successful candidate but for the flaws, and will not order that a competition be rerun
unless satisfied that the grievor might have been a successful candidate in a properly
conducted competition. I have considered the decisions cited. I will not review them
here. There is no serious dispute about the applicable principles. The dispute is about
the facts of this case and the application of the established principles to those facts.
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[45] It is important to observe first that this is not a case in which the employer
claims the grievor was not qualified or able to perform the job in issue. The panel only
interviewed and tested candidates they considered qualified for the positions, having
regard to their applications. The employer was entitled and obliged to assess each
candidate's qualifications and abilities to perform the required duties, however, and to
rank the candidates in that regard on an objectively reasonable basis, in order to award
the positions to the most qualified and able candidates, preferring the one with greater
seniority when two had relatively equal qualifications and ability. The method used to
assess qualifications and abilities here did not purport to show that the grievor was
incapable of performing the job she actually had performed on secondment at the TEU.
[46] Union counsel made much of the grievor's having performed a substantially
similar job in the TEU for a year, and both parties devoted some evidence and
argument to the similarities of and differences between what she did during her
secondment and what the new positions required. Even if she performed exactly the
same job, however, this would demonstrate no more than that the grievor was qualified
and able to perform the job, which is not in dispute. That fact alone would not, indeed
could not, demonstrate that she was the most qualified and able candidate, nor that her
qualifications and ability were relatively equal to those of the most qualified and able
candidates.
[47] Part of the union's attack on this competition concerned the grievor's treatment
during the prior secondment at the TEU. The secondment was not as she had expected.
She was disappointed that she was not equipped with Adobe Acrobat during the time
Ms. Graham had the use of an unlicensed copy, and that she was not given a formal
performance appraisal. She connects these matters with the outcome of the
competition.
[48] It is not apparent how the grievor's not having had the use of Adobe Acrobat
during her time at the TEU materially affected the outcome of the competition. She had
training on Acrobat while at the TEU. On her own evidence she made daily use of
Acrobat for several months between the time she left the TEU and the time she was
called upon to use it in the job competition. She had ample opportunity to obtain the
"demonstrated experience" with Acrobat that she claimed in her application for the
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position. What the test required was not, as the grievor claimed in her testimony, and
"advanced" use of Acrobat. The task required was quite basic. In any event, the grievor
attributes her difficulty with Acrobat during the software aptitude test to a defect in
the computer or the copies of the software loaded on it, not to a deficit in her knowledge
of or experience with Acrobat. As for her not having had a formal performance
appraisal, it is entirely speculative whether her having had one would have added
anything to the feedback she did have that might have improved the outcome of the
competition, or to her ability to succeed in the competition.
[49] More importantly, these were not defects in the conduct of the competition itself.
They are alleged defects in her treatment during or in respect of the secondment. The
grievor did not grieve them when it would have been timely to do so. An unfavourable
outcome in a subsequent competition for a permanent version of the job she performed
on secondment (assuming that is what this was) did not revive the opportunity to grieve
those matters. Evidence about what happened during the grievor's secondment could be
pertinent only to the claim that the competition panel was biased against her or, if it
had been in dispute, to the question whether she was qualified and able to perform the
job. Except to the extent that it may support the allegation of bias, the grievor's having
been afforded less opportunity than Ms. Graham to gain experience in performing tasks
central to the positions subsequently posted (if that is so) likewise cannot properly be
characterized as a flaw in the competition.
[50] In his closing argument union counsel did not seriously pursue the allegation
that the competition panel was biased against the grievor because of her having been a
grievor in the past or because her secondment to the TEU had come about as a result of
a settlement. There is nothing in the evidence to suggest that there was anything in
Ms. Graham's relationship or dealings with Mr. Rorison, other than her apparently
superior work performance, that would cause him to favour her over the grievor. There
is no reason why Ms. Shank should have disfavoured the grievor because she had once
been a grievor. Certainly none was put to her. There was no evidence to support the
bias allegation, other than the grievor's subject belief in it. That belief reveals much
about the lens through which the grievor experienced, and described, the job
competition. It does not establish that there was any such bias, however. I find there
was none.
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[51] I am not persuaded that the job in issue was defined or constructed so as to
favour Ms. Graham. The job was defined to meet the needs of the TEU as its
management saw them at the time. Mr. Rorison's experience of the grievor and Ms.
Graham during their secondments in the TEU evidently inclined him to a view that
Ms. Graham was more capable than the grievor of performing the job as it had come to
be defined. When the arbitral jurisprudence demands of competition panels that they
consult the supervisors whom candidates name as references (and Mr. Rorison was so
named by the grievor) as well as the candidates' personnel files, Mr. Rorison's having
formed such a view cannot be a flaw, particularly when its basis was explored and not
contradicted in evidence other than by the grievor's testimony that she though she had
done well.
[52] The competition panel was careful to ensure that each requirement of the job as
described in the job posting was addressed in the competition process, and that the
weight assigned to each aspect of the competition roughly matched the weight of the
corresponding job requirement. As for the interview questions (numbers 4 and 6) about
tax rates and exemption certificates, I find no fault with including in the job's
requirements some understanding of the context in which the job was to be performed. I
accept the employer's evidence that the information sought was basic information that
employees in the Retail Sales Tax Branch could be expected to have. The requirement
was clear on the face of the job posting. An applicant who did not have the required
knowledge but knew where to acquire it could have acquired it in preparation for the
competition.
[53] The grievor's evidence about what occurred during the interview and the
software aptitude test is sharply at odds with the panel members' on several points. On
at least two of those points the grievor's account is highly improbable.
[54] The first is the grievor's claim that at the beginning of the interview she asked
the panel to let her know if she left anything out and that they nodded their agreement
that they would. They say that did not happen, that such a request would be unusual
and that their agreeing to it would have been improper. It may be open to debate
whether an interview technique that probes for further information would be improper,
but that is not really what the grievor claims to have asked for and, in any event, I
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accept that the panel members genuinely thought doing as the grievor asked would be
highly improper. Accordingly, t is highly improbable that the panel members would
have silently nodded their agreement in response to such a request. I find that there
was no such request or response.
[55] The second of the grievor's most improbable claims is that at the very end of the
computer test, as she was leaving, she told both Mr. Rorison and Ms. McGregor that
there had been something wrong with her computer, that Mr. Rorison did not respond
and that Ms. McGregor merely replied "oh." It is improbable that the one would be
silent and the other would merely say "oh" upon hearing such an allegation. That the
grievor made such report at that time is made more improbable by what transpired
when she spoke about computer problems in the post-competition interview. Ms. Shank
responded by asking the grievor whether she had said anything at the time. According
to Ms. Shank, the grievor's response was "no," or perhaps nothing. The grievor was
recalled in reply to contradict the testimony of employer witnesses in another respect.
She did not contradict Ms. Shank on this point, however. Given the adversarial stance
she clearly took with the panel at the post-competition interview, it is improbable that
she would have said "no" or nothing in answer to Ms. Shank's question if she could have
truthfully answered "yes."
[56] I do not believe the grievor's obviously improbable testimony on these two points.
As a result, I am not prepared to treat her testimony in other areas as reliable where it
is contradicted by the testimony of the panel members. Specifically, I do not believe her
when she says the panel moved her on from question 2 to question 3 without first
asking whether she was ready to do so. I do not believe that Mr. Rorison told the
grievor anything at the post-competition interview about supposed prompting of other
candidates, beyond what he admitted in his testimony. I accept the panel members'
evidence that there was no prompting beyond that, and that all candidates were
similarly treated in this regard and that, accordingly, the competition was not flawed in
that respect.
[57] I am not persuaded that the panel acted unreasonably in not giving the grievor
three quarters of the possible marks for an answer that touched on but did not fully
elaborate on just three of the four subject areas an answer was expected to cover
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(Question 5). I am not persuaded that the panel acted unreasonably in scoring her
answer about training methods as they did (Question 10). More than one of the
interview questions solicited information about pertinent expenence. I am not
persuaded that the panel's approach to considering or evaluating experience was
unreasonable. I am not persuaded that there is any pertinent negative inference to be
drawn from the difference between the panel's notes and the grievor's recollections of
what she said to them concerning her experience or seniority, nor from differences
between the two panel members' notes. Having regard to the administrative nature of
the position, I am not persuaded that the panel acted unreasonably in giving weight to
form as well as content in their marking of the candidates' efforts in the memo test.
[58] As regards the grievor's alleged computer difficulties during the software
aptitude test, it is troubling that the grievor did not bring them to the attention of those
conducting the test when they occurred. One of her explanations for having failed to do
so is that she thought perhaps the other competitors' computers were similarly
configured. If such a belief is to be taken as plausible, then I must note that there is no
evidence that the other competitors' computers were configured differently than hers.
The union bore the onus of establishing that the grievor was disadvantaged relative to
the other candidates in this regard, and if the grievor's supposed belief was plausible
then the union failed to discharge that onus in this regard.
[59] On the other hand, if no such proof was necessary because it is so obviously and
inherently implausible that all of the computers were set up as the grievor's testimony
suggests hers was, that rather undermines the credibility of that particular one of the
grievor's explanations for her having not reported the problems when they occurred at
the time. Another of her explanations, inconsistent with the first, was that she thought
the problem was a technical one having to do with how the computer had been set up
and did not believe that either Ms. McGregor or Mr. Rorison could fix it themselves.
Whether she was right about their technical acumen or not is entirely beside the point.
[60] If the grievor brought her alleged software problems to the attention of those
supervising the test when they occurred, they could have seen whether the software
was throwing an error message and, if so, noted what it was she was doing when it did
that. They would have been in a position to call for the assistance of someone with the
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ability to fix anything that needed fixing if they were unable to do that themselves. If
no such person was readily available, they would have been in a position to arrange to
have all of the candidates' computers looked at as soon as possible after the test and, if
it then appeared that there were difficulties with the software on any of the computers,
to rerun that part of the competition for the affected candidates, or all candidates, prior
to deciding who should be awarded the positions.
[61] The grievor has no apparent problem speaking her mind when she chooses.
During the hearing it was necessary to instruct her more than once that her function as
a witness was simply to answer the questions actually asked, and only those questions,
and not venture on to address matters not directly raised by those questions. She had
complained without apparent difficulty about a computer problem when it had occurred
during a previous competition. Assuming in her favour that something did occur during
the test in issue here that she suspected or ought to have suspected was the result of a
computer or computer software defect, her conscious decision not to say anything about
it until after the outcome had been announced created unfairness for the other
candidates as well as the employer if, as the union contends, her untimely report of
computer difficulties should result in my altering the result of the competition. For
those reasons even if the report is believed, the grievor's delay in making it is reason
not to act on it in that way.
[62] There is a further reason not to change the result of the competition on the basis
of this belated report of computer difficulties: on the evidence before me the result of
the competition would have been no different if there had been no such difficulties. If
the candidates' marks on the software aptitude test are ignored, it is clear from the
candidates' marks on the other parts of the competition that the successful candidates
were demonstrably more qualified and able. Their marks on all aspects of the
competition would also show them demonstrably more qualified and able than the
grievor even if a perfect score was substituted for the grievor's actual score on the
software aptitude test. I note that there was no attack on the grievor's actual score as
an inappropriate or unreasonable response to what she actually handed in, whether in
an absolute sense or by comparison with the marking of the other candidates'
submissions.
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[63] Having regard to the grievor's general lack of credibility, I doubt whether there
was a difference between the grievor's actual score on the software aptitude test and
what the panel told her about her score during the post-competition interview. If,
however, one of them did tell her she got 23 on the software aptitude test (rather than
on the memo test, on which she did get that score), I am satisfied that the error would
not have been deliberate or the result of bias or other impropriety.
[64] For those reasons this grievance is dismissed.
Dated at Toronto this 1st day of December, 2006.