HomeMy WebLinkAboutMorton 02-12-13
IN THE MATTER OF AN ARBITRATION
BETWEEN:
PATHWAYS FOR CHILDREN AND YOUTH
(the "Employer")
- and -
ONTARIO PUBLIC SERVICE EMPLOYEES UNION AND ITS LOCAL 460
the "Union")
AND IN THE MATTER OF THE GRIEVANCE OF STEPHEN MORTON DATED
OCTOBER 18.01 RE ART. 16.04 - PERSONAL LEAVE
OPSEU FILE - #01-460-283
AWARD
PAULA KNOPF - SOLE ARBITRATOR
APPERANCES
For the Employer
,
Deanna Morash, Counsel
Joanna Maltby
For the Union
Peggy Smith, Counsel
Conliss Finlayson, Chief Steward
Hearing of this matter was held in Kingston, Ontario on December 2,2002
The grievor'sscheduled vacation was interrupted by a family
. emergency. He had to spend one day attending to his wife after she suffered an
accident at work requiring medical treatment. The next day the grievor asked the
Employer if the day he h.ad spent attending to his wife could be converted from a
vacation day into a personal leave day. The Employer considered the matter and
ultimately advised the grievor that it was taking the P?sition that the collective
agreement did not allow for such a conversion. As a result, this grievance was
launched seeking recognition of the day as a personal leave day, rather than as a
vacation day. The remedy being requested is that an additional day be added to the
grievor's vacation bank.
This is a pure contract interpretation case. The case does not involve
any allegations of unfair treatment or improper exercise of discretion in denying the
personal leave day. Further, there is no issue between the parties about the fact
that the circumstances facing the grievor on that particular day were appropriate for
a personal leave day. The parties are simply seeking a ruling to determine whether
a vacation day can be converted into a personal leave day under circumstances
such as these. The relevant provisions of the collective agreement are as follows:
16.04 Personal Leave
Personal Leave - An employee is eligible for up to four (4)
days per calendar year for leave without loss of pay,
seniority or benefits to take care of family members,
personal emergencies or family emergencies. An employee
is to apply in advance for such leave whenever possible.
This leave will be prorated for part-time employees..
16.06 Bereavement Leave
An employee who would otherwise have been at work shall
be entitled up to three (3) days' absence with pay in all
cases of genuine bereavement. If the employee requires
additional time off, the Employee may arrange for vacation,
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lieu time or leave without pay with the Employee's
supervisor.
16.07 Jury Duty and Witness Leave
(c) An employee, who would otherwise have been working,
who is subpoenaed as a witness in legal proceedings
outside the scope of their employment with Pathways
shall have their salary and benefits maintained provided
that the employee does not have a familial relationship
with the party to the proceeding, give the employer
prompt notice and proof of service and remit to the
employer any payment received for such service.
ARTICLE 23 - V ACA TJONS
Annual Vacation
23.01 Full time employees shall earn vacation credits as follows:
(a) One point two five (1.25) days per month during the
first three (3) years of continuous service;
(b) One point six seven (1.67) days per month after three
(3) years of continuous service;
(c) Two point zero eight (2.08) days per month after nine
(9) years of continuous service;
(d) Two point five (2.5) days per month after sixteen (16)
years of continuous service.
23.09 In the event an employee is seriously injured or hospitalized during
the vacation period, provided the employee qualifies for short term
disability benefits, the period of confinement during the serious
injury or hospitalization may be taken as sick time in place of the
employee's vacation time after the employee provides proof
satisfactory to the Employer of such serious injury or hospitalization
23,11 After an employee experiences a bereavement during the vacation
period, up to three days of the scheduled vacation may be taken as
bereavement leave under article 16.06.
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The Submissions of the Parties
The Union began its argument by properly conceding that where an
employee is seeking conversion of vacation leave to another form of leave, it is the
language of the collective agreement that governs the situation. The Union
suggests that the appropriate approach is to look to see whether the ~mployee is
trying to "pyramid benefits" or whether the rights to two different kinds of leaves co-
exist in t~e collective agreement. The Union argues that the collective agreement
between these parties creates a positive right to the personal leave in addition to
vacations and that a "positive reading" should be given to the contract.
Turning to Article 16.04, counsel for the Union argues that the only
restriction placed on personal leave is that it be utilized for the reasons contained in
the article. In contrast, counsel for the Union argues that clauses such as 16.06 and
16.07(c) contain language that means that the leave is only granted where an
employee "would otherwise have been at work." The absence of such language in
Art]cle 16.04 is said to create an unconditional right to personal leave.
The Union acknowledges that there are two streams of case law
applicable to situations such as this, one taking the lIpurposive" approach and the
other taking the lIpositive" approach. It is suggested that the two lines of cases
parallel the different kinds of language that can be found in Article 16.04 as opposed
to Articles 16.06 and 16.07(c). These cases lead the Union to point out that an
employee in this work place would not have been able to convert vacation leave to
bereavement leave because that leave provision contains the condition of "otherwise
[being] at work." The parties then overcame this result by including Article 23.11 to
allow the conversion. In contrast, it is argued that language similar to Article 23,11 is
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not necessary for Article 16.04 because of the condition of "otherwise being at work"
is not in the personal leave article.
The Union argues that Article 16.04 creates unconditional and
additional rights to the earned rights to vacation. It is stressed that vacation is
earned as a result of service and that the parties have negotiated additional personal
leave days into the collective agreement beyond the vacation entitlement.
Accordingly, it was argued that there would be no "pyramiding of benefits" in that the
collective agreement recognizes two distinct types of leave and entitlement. The
.
Union urged the arbitrator to adopt the positive approach analysis taken in the
following cases: Canadian Airlines International and lAM Lodge 7211 20 L.AC. (4Ih)
425 (Munroe), Calgary Roman Catholic School District NO.1 and CUPW, Local 520,
3 L.AC. (4Ih) 385 (A Ponac) and Whitby Hydro Electric Commission and Power
Workers Union, 67 L.A.C. (4Ih) 20 (S.L. Stewart).
In response to the Union's submissions, the Employer argues that
there has been no violation of the collective agreement. The Employer takes the
position that an employee's absence from work must be characterized from the point
of commencement of that absence as the "fundamental reason for the absence."
The Employer also argues that this "fundamental reason" cannot be altered during
the term of the absence unless something in the collective agreement allows for a
specific event to trigger conversion of the leave.
The Employer emphasizes that the provisions of Articles 23.09 and
23.11 specify when an employee can convert vacation to a different type of leave.
The absence of such a provision for the personal leave situation was said to be
determinative of the fact that vacation cannot be converted into personal leave.
Therefore, the Employer argues that the grievor's absence was characterized as
vacation because this was the initial reason for the leave. Regardless of subsequent
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events, it was said that the nature of the leave could not be changed. It was
conceded that events can happen that pre-empt or entitle an employee to another
type of leave. However, it was said that there is no provision in this collective
agreement for such a conversion with respect to personal leave.
In addition, it was argued that the words "without loss of pay" in
Article 16.04 indicate that the personal leave is not an "independent" or positive
right. Instead, it was argued that the personal leave provision is a "qualified
entitlement" creating "an indemnity against loss of income" which is only payable to
the extent that an employee suffers a loss of income. T.he Employer argues that the
personal leave provision in this collective agreement is available only where an
employee would suffer a loss of income. Therefore, because the grievor had income
protection during his paid vacation, it was said that he was not entitled to the
personal leave benefits in the collective agreement.
In support of its arguments, the Employer cited the following cases:
Canadian Steelworkers' Union and Atlas Steels Co (1972), 24 L.A.C. 171
(Weatherill) , Public Utifities Commission of City of Scarborough and Utility lIVorkers
of Canada, Local 1, Unit 1 (1989),6 L.A.C. (4TH) 170 (Jolliffe), VME Equipment of
Canada Lid. and Canadian Automobile Workers, Local 1917(1990), 10 L.AC. (4th)
348 (Hinnegan), Alberta (Family & Social SeIVices) and AUP,E, (Holley) (1990), 15
L.A.C. (4TH) 68 (Fetridge)! Unisource Canada Inc. and Communications, Energy &
Paperworkers Union of Canada, Local 1124'(1 995), 47 L.AC. (4lh) 435 (Blasina)
and Northern Alberta Institute of Technology v. NAIT Academic Staff Association
(Roy Grievance)! [2001] AG.AA No. 52
Counsel for the Employer concluded her submissions by stressing that
the Employer recognizes that the grievor was put into an unfortunate situation during
his vacation. Sympathy was expressed for the grievor and his family under the
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circumstances. However, the Employer is taking the position that under the terms of
the collective agreement it is not required to insure against the interruption of an
employee's holiday.
By way ofreply, the Union acknowledged the case law which follows
the "fundamental reason for absence" analysis. ~owever, it was stressed that even
this jurisprudence recognizes that an exception is created where an event happens
during the course of the vacation that allows the absence to be recharacterized.
In response to the Employer's argument that "without loss of pay"
means that the personallea~e provision is an indemnification clause, the Union
argues that the words "without loss of pay" in the article simply differentiate this type
of leave from the other leaves which are without pay such as education leave or
general leaves of absence.
In seeking to understand the implication of the Union's argument, this
arbitrator asked Union counsel whether the Union's position could mean that an
emergency arising on a Saturday would entitle an employee to claim additional
personal leave time during working hours. The Union's response to this question
was to specify that it is seeking to convert the earned right of vacation to a personal
leave day. It was said that this was different than seeking to convert a weekend
period because a weekend is not an earned entitlement to an absence. Therefore-it
was stressed that a favourable decision in this case would have no implications
beyond the earned vacation and personal leave articles.
In response to this exchange, the Employer argued that while vacation
may be an earned right, personal leave is not an earned right.
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The Decision
The case law cited by counsel for both parties is relevant and
applicable to the situation. This award makes no attempt to reiterate the analysis
contained therein or to reconcile the authorities. One line of authorities looks at the
fundamental reasons for the absences and would not allow the original reason to be
converted to another purpose unless it is specifically authorized by the collective
agreement. This is the line of authorities cited by the Employer. Another line of
case law adapts the "positive rights analysis" and recognizes that specific leaves in
the collective agreement, such as bereavement leave and vacationl represent
separate and distinct circumstances. These are the cases cited by the Union. A
third line of cases, acknowledged in the Union's cases, adopts the purposive rights
approach, looking to the purpose of vacation and other leaves. This approach
concludes that if the purpose of having time off is to deal with circumstances such as
bereavement, that purpose is served when the employee is on vacation.
Accordingly those cases conclude that it is unnecessary to provide any further
benefit or leave. All these cases are based on the particular language of the
collective agreements being examined.
There is sound reasoning to all these approaches. Employees do not
want to become unwilling insurers of carefree vacation time. So too, Unions want to
clarify rights in collective agreements so employees know their entitlement in times
of family crises. All the cases recognize that the rights and responsibilities of the
parties are governed by the specific words in the collective agreement. Accordingly,
it is not surprising that the different lines of authority follow the different types of
language parties have adopted in their collective agreements. Therefore, it is
impossible and inappropriate to say that vacation can or cannot ever be converted
into another kind of leave provision. Some collective agreements will allow for this
and others will not. The question is what does the collective agreement provide?
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Both parties to this dispute acknowledge that vacation is an earned
benefit under this collective agreement in Article 23.01. The collective agreement
also provides for a number of leaves of absence. Some are with pay and some are
without. Some leaves are conditional. The bereavement leave and witness leave
entitlements are triggered by absences on when an employee "would otherwise
have been at work" or "working". Therefore, these leaves would clearly not be
accessible to employees on vacation because they would not have been "at work"
when other duties called. However, Articles 23.09 and 23.11 forestall that result in
the case of bereavement leave or serious injury by allowing an employee to convert
hislher vacation to bereavement leave or access the benefits of short term and long
term disability.
By negotiating the provisions in Articles 23.09 and 23.11, the parties
have adapted language that is consistent with the approach outlined in the decision
of Northern Alberta Institute of Technology and NAIT Academic Staff Association,
supra, at paragraph 70:
The jurisprudence recognizes an exception to the "fundamental
reason for absence" test where an event happens during vacation
which would otherwise peremptorily entitle - and the emphasis is on
entitle - the employee to another kind of leave. In some cases,
bereavement leaves sometimes fit into this category, at least to the
extent that the wording of a particular collective agreement provides
a entitlement tq x days of leave on the death of a particular person.
Because such a leave is peremptory on the happening of the given
event, and is not conditioned on anything else, arbitrators have
generally held that the employee is entitled to interrupt the vacation
leave in order to take this type of bereavement leave. However, the
reasoning in this line of cases depends squarely on the wording of
the particular clause creating an entitlement to the bereavement
leave which is peremptory, separate and apart from any other
entitlement of the employee. By contrast, the rationale for the
bereavement leave exception does not apply to a n entitlement if
there is some unfulfilled qualification for that entitlement. For
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example, if the "entitlement" is only payable to the extent that the
employee has suffered a loss of income, the entitlement does not
arise if the employee has not in fact suffered a loss of income.
As recognized in the citation above, the parties to this collective agreement have
specifically provided for entitlement to bereavement leave whether there has been a
loss of income or not.
Is there similar recognition or right for personal leave? The Employer
has the strong argument that the absence of language such as found in 23.09 and
23.11 might indicate a lack of mutual intention to allow an employee on vacation to
convert that time into personal leave. If the language of Article 16.04 was the same
as 15.06, the Employer's argument would succeed. However, the personal leave
article 16.04 is fundamentally different from the provisions in Article 16.06.
Bereavement leave is provided to an employee "who would otherwise have been at
work." Personal leave is not conditiol')al on an employee "otherwise being at work."
There is no such qualification in Article 16.04. The personal leave provision in this
contract is peremptory only on the happening of the kind of events specified in the
article. It is not conditioned on anything else. Therefore, as the citation above
reveals, this is the kind of clause that arbitrators have generally found to entitle an
employee to interrupt the vacation leave in order to take the other type of leave. In
the facts of this grievance, the employee was on vacation. Vacation is recognized
as an earned right, accruing from service. Personal leave is also a positive right
which is not conditional on anything other than the three listed reasons for its
purpose. It is available to employees "to take care of family members, personal
emergencies or other family emergencies." There are no other conditions in the
clause. Therefore, personal leave must be recognized as a "positive right" which is
not conditional on anything other than the three listed reasons for its purpose.
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This collective agreement is different than others that create leave
rights and ensure continuance of income for periods only when there would
otherwise be discontinuation of income because of absences such as in Alberta
(Family and Social Services) and A.U.P.E. (Holly)} supra. However, Article 16.04,
when read with the collective agreement as a whole, must be recognized not as a
continuance of income provision. Rather, it is an additional benefit conferred
together with vacation and other benefits under the collective agreement.
The collective agreement in this case is analogous to the collective
agreement in the Canadian Airlines International Ltd. case, supra. The analysis in
that case is helpful at page 433.
First of all, vacation is an earned benefit to which the employee
becomes entitled by virtue of his work or service with the employer. As
an earned benefit, it is not a leave of absence in the usual sense of
that phase -le., where a circumstance arises which excuses the
employee from the otherwise existing obligation to be at work. . Thus, it
is not pertinent to speak of piling one leave on top of another. It truly is
a matter of the employee's utilization of an earned benefit being
interrupted by an event in ,respect of which the collective agreement
quite independently, confers a positive right or entitlement without any
words of limitation, express or implied. When the situation is looked at
in that light, there is nothing either odd or duplicitous about a paid
compassionate leave of absence being granted to an employee who is
on vacation at the time the event giving rise to the compassionate
leave occurs
Personal leave in this collective agreement is a positi8ve right that the
parties have negotiated. The need for it may arise during an earned vacation. Even
jf the fundamental reason for absence analysis is adopted, this collective agreement
contemplates family of personal exigencies that entitle an employee to personal
leave days. Therefore, as accepted in the Alberta Institute of Technology case,
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supra, in the citation quoted above, an employee is entitled to interrupt the vacation
time in order to take the personal/eave days.
Therefore, whether a fundamental reason for absence test or a positive
rights analysis is used, it leads to the same conclusion. This collective agreement
entitles employees to personal leave in the circumstances that arose for the grievor.
The fact that he was on vacation at the time does not preclude him from converting
the vacation day to a personal leave day. The Employer's sole basis for denying the
conversion was because it believed the collective agreement language did not allow
for such a conversion. 1 have concluded otherwise.
AccordinglYJ the grievance is allowed. The grievor's absence on
September 11,2001 shall be deemed as a personal leave day. Similarly, one day
shall be restored to his vacation bank.
DATED at Toronto, Ontario this 13th day of December, 2002.