HomeMy WebLinkAbout1982-0469.Robertson.83-01-06 DecisionClUEVA.NCES uT MY 3OARD
AD VA g
0 .1" hi E. 'AR T. i
dNOR H:7AL. C
COP'? TO BE ()is
469/82
IN THE MATTER OF AN ARBITRATION
Under
THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT
Before
THE GRIEVANCE SETTLEMENT BOARD
Between: OLBEU (G.J. Robertson) Grievor
- And -
The Crown in Right of Ontario
(Liquor Control Board of
On Employei.
Before:
For the Grievor:
For the Employer:
Hearing:
R.L. Kennedy Vice Chairman
E. McIntyre Member
K. Preston Member
M. Levinson, Counsel
Golden, Levinson
P. Jarvis, Counsel
Hicks, Morley, Hamilton, Stewart & Stone
November 29, 1982
ale
- 2 -
AWARD
The Grievor's employment was terminated by letter
dated September 2, 1982, which letter provided as follows:
Consideration has now been given to the incident of
August 7, 1982 which caused your manager to notify you
of intended disciplinary action. This incident has .
prompted an examination of your complete record and it
has been decided that your employment is terminated
effective September 4, 1982. Termination documents
will be forwarded in due course.
The grievance alleges that the Grievor was dismissed without
just cause and claims reinstatement and reimbursement of all
monies lost. At the outset of the hearing, Counsel for the
Union stated that it was clear that the Employer relied on the
incident of August 7, 1982 as a culminating incident and that
the termination decision would be supported, not on the basis of
the incident itself, but rather on the cumulative effect of the
Grievor's work and discipline record. In these circumstances,
he argued, the Board ought to deal first with the specific
incident of August 7, 1982 and make a determination whether or
not anything occurred on that date which would justify a
disciplinary response on the part of the Employer, prior to
receiving any evidence with respect to prior disciplinary
incidents involving the Grievor. Counsel for the Employer
agreed that it was a situation of a culminating incident wherein
the severity of the penalty was supported by the overall record
rather than by the seriousness of the incident itself. He did
not agree to the appropriateness of dividing the issues and, in
the first instance, hearing only evidence relating to the
specific culminating incident. Mr. Jarvis made further
reference to an incident that occurred August 4, 1982 which,
while not referred to in any of the written documentation
leading up to the termination, was he argued in the mind of
management at the time the decision was made and therefore comes
properly before us. Mr. Levinson indicated to us that he had
no knowledge of any incident on August 4th such as was referred
to by the Employer.
It was our ruling at the hearing that we would proceed
to hear evidence limited to the issue of whether or not there
occurred on August 7, 1982 an incident justifying a disciplinary
response on the part of the Employer. It is quite true that,
because of a had. record, a relatively minor incident may have
disproportionately serious disciplinary consequenses. That
record, however, cannot be used to turn an incident that would
not of itself justify some form of discipline into such a
disciplinary incident. It is therefore our view that the
interest of the parties are better served by a consideration of
the specific culminating incident itself and only once it is
established that such an incident Look place, is it necessary to
go on to receive evidence as to the past disciplinary record of
the Grievor. We therefore proceeded to hear evidence with
respect to the August 7th incident itself which, apart from the
reference to the Grievor's complete record, constitutes the only
incident identified in the letter of discharge. We indicated
that in the event that that matter were resolved unfavourably to
the Grievor then the Soard would receive evidence relative to
the appropriateness of penalty. The status of the alleged
August 4th incident would be something to be resolved at that
time.
With respect to the incident itself the substantive
factual background is not in dispute between the parties. The
Grievor was employed in the Employer's retail stdre situate at
2300 Yonge Street in the City of Toronto. :Under the Collective
Agreement, employees are entitled to a one hour lunch period and
a break of 15 minutes during the course of each of the morning
and afternoon. .The manager of that store, as at the date of the
Grievor's discharge, had been manager of the store since
November 1981. Shortly after the manager took over that store,
he introduced a policy with respect to employee breaks to the
effect that any employee who wished to leave the store during
the break period had to obtain permission from the manager or an
assistant mangager. The rational behind that policy was to
enable management to know where the employees were so that in
-t
the event of an emergency in the store, they could be requested
to return to work and continue the break at another time. That
policy was made known to all employees by the two assistant
managers of the store; and, in addition, the statement of the
policy was posted on the employees' bulletin board in the
kitchen of the store. The evidence establishes that, from its
implementation, the policy was enforced by the manager and the
assistant managers consistently and it is further clear that the
Orisvor was aware of the policy and that prior to August 7th, he
had consistently complied with it. The evidence offered on
-behalf of the Employer outlined the business reasons for the
implementation of the policy and we are satisfied on that
evidence that there are legitimate reasons in the context of the
store's operations for having such a policy. The policy,
however, does not apply to the one hour lunch breaks and during
that period employees can go anywhere they wish without any
specific permission. The policy is not uniformly applied
across all of the Employer's stores and there would appear to be
many stores that do not impose any limitation on employees with
respect to leaving the store during the break period. It was
further the evidence of management witnesses that, in the event
an employee was actually on a break, he could only be asked to
return to work before the break ended and could not be ordered
to return to work. Tj..4e was, _however., that employees
generally responded to such requests.
6
On the date in question, August 7, 1982, the Grievor
was scheduled fdr his lunch break from 12:00 to 1:00 and for his
break from 3:00 to 3:15. It would appear on the evidence that
there were at least two other employees also scheduled to take a
break at the same 3:00 to 3:15 time. At 3:00, the Grievor who
was working on a cash register, glanced around the store and did
not see the manager. He did not walk back in the store to check
for the manager either in the manager's office or in the kitchen
but immediately left the store to go on an errand to a nearby
drug store. The Grievor readily acknowledges that he was aware
of the policy that was in force in the store and that on all
prior occasions when he had been leaving during a break, he had
sought permission from the manager or an assistant manager. On
this occasion, both assistant managers were away and when he did
not see the manager, the Grievor was concerned that he would not
have enough time to complete the errand during the 15 minute
break unless he left immediately. The purpose of the errand was
to acquire some Vitamin pills that the doctor had perscribed for
his pregnant wife and the Grievor had been aware from the time
he arrived at work that morning that he had to pick up those
pills. He apparently forgot about it in the course of his lunch
hour and was only reminded when he phoned his wife right at the
end of his lunch break. He returned to the store at about
3:12 p.m. and the manager asked who had given him permission to
leave. It is the manager's evidence that the Grievor responded
•A!
7
that he did not need permission to go and the manager reminded
the Grievor of the store's policy. Apparently heated words were
exchanged between the pair and the manager advised the Grievor
that the circumstances would be written up and sent to head
office for further action. The Grievor indicated that he was
quite upset and asked the manager for permission to sign out and
go home and the Grievor signed out at 3:30 p.m. The Grievor was
wig/toted 1:41 **gin-terve, letter dated Auguet 9, 1962 that he was in
a state of suspension for leaving the store without permission
and that within three calendar days he was to submit a written
statement explaining the matter. His employment was
subsequently terminated by letter dated September 2, 1982.
The provisions of the Collective Agreement to which
the parties referred read as follows:
ARTICLE III
MANAGEMENT FUNCTIONS
3.1 The Union acknowledges that it is the exclusive
function of the Boards to manage, which function, without
limiting the generality of the foregoing, includes the
right to determine,
(a)employment, appointment, complement, organization,
assignment, discipline, dismissal, suspension, work
methods and procedures, kinds and locations of
equipment and classification of positions; and
(b)merit system, training and development, appraisal and
superannuation, the governing principles of which are
subject to review by the employer with the bargaining
agent.
and such matters will not be the subject of collective
bargaining nor come within the jurisdiction of a Board. .
8
ARTICLE V
HOURS OF WORK AND OVERTIME
5.13 There shall be one fifteen (15) minute rest period
during each half (1/2) shift or each half (1/2) work day.
Such rest period shall be at times designated by the Store
Manager or Department head (except with respect to rest
periods referred to in Article (5.2).
It is the position of the Employer that there was a
policy or rule in effect in the store since November of 1981.
That rule was communicated to employees and posted and it has
uniformly been enforced from that date. The Grievor has
consistently followed it in the past and when he left the store
on August 7th, he knew he was doing so contrary to the rule.
Mr. Jarvis further argued that the need and the reasonableness
of the policy had been established on the evidence and that the
Grievor simply ignored it. It was further the position asserted
on behalf of the Employer that whatever degree of urgency might
have existed when the Grievor chose to leave the store, it
resulted solely from the Grievor's neglect both in acquiring the
pills when he had the earlier opportunity to do so on his lunch
break and thereafter in failing to notify the manager that he
would have to leave the store prior to his actual time of
departure. It was Mr. Jarvis' position that Article 5.13
provides simply for a rest period and leaves the time thereof
strictly up to management and in no way deals with the place of
where that rest period is to be taken. He argued that the
9
language of Article 3.1 clearly gave management the right to
implement the policy and that right was in no way restricted by
the language of Article 5.13.
For the Union, it was argued by Mr. Levinson that the
effect of Article 5.13 was to grant a rest period to employees
and that the Employer has no right to interfere with that right
once it has been granted under the Collective Agreement. He
argued that it constitutes a break in service during which time
the employee is not under the control of the Employer and
therefore the Employer cannot put conditions on the allowance of
time that is conferred by the Collective Agreement. He argued
that no rule could be reasonable that purported to put
conditions on a specific right granted by the Collective
Agreement. It was argued that such an interpretation of the
break period was confirmed by the clear evidence of management
to the effect that they could not order employees back to work
during that period. Such a position recognized that the time
involved belonged to the employee.
Mr. Levinson's second argument was to the effect that
the Collective Agreement was meant to cover all stores and all
employees in those stores and that if a rule was to be applied
consistently and uniformly, it had to be applied throughout the
Employer's stores and not simply to isolated stores. His third
- 10 -
argument was that on the evidence the rule was not reasonable
and necessary in the business interests of the Employer since at
any time there were other employees both on duty and on break
who could be called to fill in during an emergency. Therefore,
the Grievor's presence was not so required during the break
period. Mr. Levinson pointed out that there was no suggestion
that during lunch periods there was any such restriction on the
employee's time and yet those periods were much longer than the
breaks and exactly the same sort of problems could come up
during them. The rule was therefore not in Mr. Levinson's view
one which was reasonably required for business purposes on the
evidence which we heard.
The final argument asserted on behalf of the Union was
that in all of the circumstances it would be unreasonable to
apply the rule to the specific incident in view of the Grievor's
need to acquire the drugs for his wife and the limited time
within which he had to get them. It was argued that there was a
reasonable basis for the Grievor acting as he did and that no
harm had resulted in any way to the Employer.
In this matter the Employer substantially relies on
the breach of a rule by the employee as justifying the
imposition of discipline. In Re K.V.P. Co. Ltd. (1965), 16
L.A,e4 73 (Robinson) certain tests are set out at page 85 of the
al"
report which must be met by a rule unilaterally introduced by
the Employer and not specifically agreed to by the Union. Those
tests are as follows:
(1)It must not be inconsistent with the collective
agreement;
(2)It must not be unreasonable;
(3)It must be clear and unequivocal;
(4)It must be brought to the attention of the employee
affected before the company can act on it;
(5)The employee concerned must have been notified that a
breach of such rule could result in a discharge if the
rule is used as a foundation for discharge;
(6)Such rule should have been consistently enforced by
the company from the time it was introduced.
Based on the evidence, we are satisfied that it is only the
first and sixth of the foregoing tests which need be considered
on this Arbitration. It was argued by the Union that the rule
is inconsistent with Article 5.13 of the Collective Agreement
and that the rule has not been consistently enforced because it
does not exist in many of the Employer's work locations.
In determining whether or not the rule is inconsistent
with the Collective Agreement, we must determine the nature of
the 15 minute rest period to which an employee is entitled under
Aricle 5.13. Counsel for the parties were unable to refer us to
any Canadian authorities on point but, subsequent to the
hearing, Mr. Levinson drew our attention to the decision in
Re Robertshaw-Fulton Controls Co. (1949) 15 LA 147 (Gregory),
which dealt with collective agreement language which simply
- 13 -
circumstances of the Robertshaw-Fulton case. In all of the
circumstances, we feel that the approach taken by the arbitrator
in the Robertshaw-Fulton case is the appropriate one to apply to
the Collective Agreement before us.
The substance of the rule purportedly imposed by the
Employer was that employees could not leave the premises during
their breaks without the permission of the Employer. In our
view, such a rule is inconsistent with the Collective Agreement
requirement giving to each employee a 15-minute rest period
during each shift and in our view the Employer has no basis on
the evidence which we heard to restrict the location at which
the employee takes the break. We would recognize that it would
be reasonable that the Employer know when the employee is to be
off the premises but that is a different thing than requiring
specific consent, before the employee leaves. The rule in
question goes beyond the simple requirement that the employee
notify the Employer before leaving the premises and requires
the positive consent of the Employer before the employee leaves.
In that respect, it is our view that the rule is inconsistent
and conflicts with Article 5.13 of the Collective Agreement and
therefore its breach by the Grievor Cannot constitute the
foundation of a disciplinary response on the part of the
Employer.
R.L. Kennedy Vice hairman
- 14 -
In view of the position which we have taken relating
to the conflict between -the purported rule and the Collective
'--Agreement, it is not necessary to deal with the arguments raised
'b,y the Union relating -to consistency of application. In the
,result, it is our conclusion that-the incident relied upon by
the Employer as the culminating incident on August 7, 1982 was
not an incident such as would justify a disciplinary response on
-the -part of the Employer and therefore-, could not constitute a
culminating incident. The grievance must therefore be allowed
and the Grievor reinstated with-full seniority and with
compensation for wages 1and benefits lost. remain seized
should the parties not be able to agree-upon the .quantum of
compensation. .
DATED at Toronto this 6th day of January, 1983.
PO
E. McIntyre ..Member
"I. dissent" (no paper)
K.-Preston Member
7:4312
4:1500