HomeMy WebLinkAbout2021-2596.Wilson.23.08.08 DecisionCrown Employees
Grievance Settlement
Board
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Toronto, Ontario M5G 1Z8
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Commission de
règlement des griefs
des employés de la
Couronne
Bureau 600
180, rue Dundas Ouest
Toronto (Ontario) M5G 1Z8
Tél. : (416) 326-1388
GSB# 2021-2596
UNION# 2021-0108-0496
IN THE MATTER OF AN ARBITRATION
Under
THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT
Before
THE GRIEVANCE SETTLEMENT BOARD
BETWEEN
Ontario Public Service Employees Union
(Wilson) Union
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The Crown in Right of Ontario
(The Ministry of the Solicitor General) Employer
BEFORE Ian Anderson Arbitrator
FOR THE UNION David Wright
Ryder Wright Holmes Bryden Nam LLP
Counsel
FOR THE EMPLOYER Jonathan Rabinovitch
Treasury Board Secretariat
Legal Services Branch
Counsel
HEARING
SUBMISSIONS
April 17, 2023
May 31, 2023
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Decision
[1] This award addresses three grievances of the Grievor: a grievance dated
December 16, 2021 pertaining to a 20-day disciplinary suspension; a grievance
dated February 1, 2022 pertaining to his denied use of Short Term Sickness Plan
(“STSP”) credits; and a grievance dated May 3, 2022 pertaining to the termination
of his employment.
[2] In response to the COVID-19 global pandemic, the Employer introduced a Safe
Workplace Directive (“Directive”) on October 1, 2021. The Directive applied to the
entire Ontario Public Service (“OPS”). The Directive ceased to apply on April 4,
2022, however, employees working in congregate care settings became subject to
the Safe Workplace Policy (“Policy”) as of that date. The Grievor was employed
as a correctional officer and as such was subject to the Policy.
[3] The 20-day suspension and the termination of the Grievor’s employment derive
from his refusal to comply with testing requirements contained in the Directive,
which were retained by the Policy. In both instances, the Employer considered the
Grievor’s refusal to be insubordination. The Grievor was, and is, of the view that
the testing requirements are unscientific and unlawful. The Union, which has
carriage rights of the grievances, does not share this view. Indeed, the Union
states it does not challenge the reasonableness of the Directive or the Policy.
However, the Union argues that in the unique circumstances of this case the
Grievor’s refusals to comply with the testing requirements did not constitute
insubordination justifying discipline. In the alternative, if discipline was warranted,
dismissal was not the appropriate outcome. Rather, the Union argues, the
Employer should have placed the Grievor on an unpaid leave of absence until
such time as the testing requirement was no longer in effect or the Grievor chose
to comply.
[4] The grievance with respect to being denied the use of his STSP credits arises
within the same factual matrix. Immediately after the completion of his 20-day
suspension, the Grievor advised the Employer that he was booking off sick. The
Employer required the Grievor to provide a medical note and he complied. The
Employer’s position is that the medical note provided was insufficient and that the
Grievor’s request to use his STSP credits was properly denied.
[5] The parties agreed to proceed on the basis of the following Agreed Statement of
Fact:
Chronology of Events Leading up to Termination
1. Charles Wilson (“Grievor”) was a Correctional Officer at Elgin Middlesex Detention
Centre [“EMDC”].
2. His employment was terminated, per the letter attached as Appendix A .
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3. The issue of whether or not the Employer had just cause to terminate the Grievor, and
thus whether or not the Grievor should be reinstated to employment is challenged by
grievance.
4. In response to the COVID-19 global pandemic, the Employer introduced the Safe
Workplace Directive, which took effect on October 1, 2021 (attached as Appendix B –
“Directive”).
5. Pursuant to the Directive, all employees were required to either attest that they are
vaccinated or take an education course and undertake a rapid test prior to entering
the workplace.
6. The Grievor was notified on October 25, 2021, that he was considered not vaccinated
under the Directive and was advised of the requirements to complete the rapid
antigen testing and provide proof of a negative test prior to entering the workplace.
The Grievor worked on October 29, 30, 31, and November 1 after receiving the email
direction.
7. On November 2, 3 and 4, 2021, respectively, the Staff Services Manager reached out
to the Grievor via telephone message (as he was not scheduled to work) to advise
him not to attend the institution as he needed [to] complete the rapid antigen testing.
8. On November 9, 2021, the Staff Services Manager contacted the employee again (via
telephone message) and instructed the employee to contact him on November 10,
2021, to arrange a time to pick up the rapid antigen test kits.
9. On November 9, 2021, the employee entered EMDC without completing the rapid
antigen testing and/or submitting proof of the negative results. The Staff Services
Manager, who was not working at this time, spoke to the Grievor on the phone and
advised him to vacate the institution due to not adhering to the Directive.
10. Also on November 9, 2021, the Grievor was offered a rapid test kit, but the Grievor
declined to take it. Occurrence Reports were completed and are attached as
Appendix C and D respectively.
11. The Grievor was placed on an unpaid and unauthorized leave effective November 9,
2021.
12. The Grievor sent a “Notice of Liability” to the Staff Services Manager and also
indicated that he would be pursuing criminal charges against the Staff Services
Manager. The letter is attached as Appendix E.
13. An allegation meeting was scheduled for November 23, 2021, at 10am via Microsoft
Teams.
14. Following this meeting, the Grievor was issued a 20-day suspension from December
16, 2021 to January 15, 2022. The Disciplinary Suspension Letter is attached as
Appendix F; and the Return to Work Expectations Letter is attached as Appendix G.
15. The Grievor picked up rapid antigen tests from the institution on January 11, 2022.
16. The Grievor was expected to return to the workplace following the 20-day suspension
for non-compliance on January 15, 2022.
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17. The Grievor telephoned EMDC on each of January 15 and 16, 2022 and advised Sgt.
Parr that he was booking off sick. On January 17, 2022, the Grievor was contacted
by Sgt. Parr and advised that he was required to obtain a medical note respecting his
sick leave and to deliver that to EMDC by January 24, 2022.
18. On January 19, 2022 the Grievor obtained a note from his doctor, a copy of which is
attached as Appendix G1. He called EMDC that afternoon and spoke with Sgt.
Hamsic and advised Sgt. Hamsic that he had obtained a doctor`s note placing him on
sick leave until January 30, 2022.
19. On January 22, 2022, the Grievor attended EMDC and hand delivered the medical
note.
20. The Grievor’s position is that he was medically unable to work from January 15, 2022,
to February 1, 2022, and is therefore entitled to STSP for these days. The
Employer’s position is that he was not eligible for STSP during this period. The
parties agree that no accommodation was sought for this period.
21. The Employer’s position is that the medical note was insufficient for the use of STSP
credits. The Employer provided the Grievor with a medical questionnaire for his
doctor to complete by February 10, 2022. The Grievor did not return the medical
questionnaire to the Employer, and the Employer takes the position that his STSP
was properly denied.
22. On February 2, 2022, the Grievor called into EMDC and asked if there were any shifts
available for that night. He was advised that he was scheduled to work. The Grievor
asked if he was still required to test if he was unvaccinated. He was advised that if he
was not fully vaccinated then he would need to complete the rapid antigen test and
submit the negative result prior to coming to work. The Grievor stated, “I guess I
won’t be coming in, because I won’t test”.
23. The Grievor did not attend his shift on February 3, 2022.
24. The Employer scheduled an allegation meeting for February 9, 2022. The Grievor did
not attend the meeting. He was subsequently provided the opportunity to respond to
the allegations in writing, and he did so through the document attached as Appendix
H.
25. The Employer terminated the Grievor’s employment by letter dated May 2, 2022
(Appendix A).
Post-Termination Developments
26. The Directive ceased to apply on or about April 4, 2022. Effective April 4, 2022, the
Safe Workplace Policy began to apply to all employees working in congregant [sic]
care settings, including Correctional Officers. The Safe Workplace Policy requires
employees such as the Grievor to complete rapid antigen testing, regardless of
vaccination status, at certain intervals prior to entering the workplace.
27. The Safe Workplace Policy continues to apply and is attached as Appendix I. The
Info share to OPSEU regarding the Safe Workplace Policy is attached as Appendix J.
Grievances
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28. The Grievor has filed three grievances dated December 16, 2021 pertaining to his
20-day disciplinary suspension; February 1, 2022 pertaining to his denied use of
STSP credits; and May 3, 2022 pertaining to his termination. These are attached as
Appendices K, L, and M respectively.
Union’s Position
29. The Union is not challenging the reasonableness of the Directive or the Safe
Workplace Policy.
30. The Union’s position is that the Grievor’s employment should not have been
terminated. Rather, he should have been placed on an authorized Leave Without
Pay (“LWOP”) pending the removal of the current policy.
31. If called to give evidence the Grievor would testify to his belief that the Directive and
the Safe Workplace Policy are based on incorrect science.
Employer’s Position
32. The Employer maintains that it had cause to terminate the Grievor’s employment
and does not agree that the Grievor should have been placed on a LWOP. Placing
full-time permanent employees on LWOP has costs to the Employer which include
the payment of pension and benefit premiums for the first calendar month of the
leave and the recruitment costs incurred to backfill the employee on leave. Further,
employees on LWOP may, in certain circumstances, be entitled to LTIP.
33. If required, the Employer would submit evidence that the Directive and the Safe
Workplace Policy were developed with consultation from the Ministry of Health, the
Chief Medical Officer of Health, and leading scientific experts in Ontario, and that
the Employer was at all times and remains compliant with the “Instructions issued by
the Office of the Chief Medical Officer of Health” as attached at Appendix N and
Appendix O and with the Reopening Ontario (A Flexible Response to COVID-19)
Act, 2020, S.O. 2020, c. 17.
[Appendices omitted.]
[6] The parties also agreed that statements of fact, as distinct from opinions or
conclusions, contained in the documents appended to the Agreed Statement of
Fact and certain other documents which they filed were to be considered as in
evidence for the truth of their contents.
[7] The oral hearing of this matter took place on April 17, 2023. On May 1, 2023, the
testing requirement was lifted. In particular, a memorandum from the Employer
to all staff in Institutional Services (Ministry of the Solicitor General) dated April
28, 2023, indicated Correctional Officers were not required to undertake rapid
antigen testing effective May 1, 2023. Compliance with other Infection
Prevention and Control (IPAC) measures remained in effect. The memo stated,
“[s]hould public health officials determine the need to reimplement COVID-19
testing requirements in the future, the Employer may change the frequency under
the Policy to align with public health recommendations.” This memo was
preceded by an “info share” on April 27, 2023. The info share indicated that the
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Safe Workplace Policy remains in effect, albeit with the testing requirement no
longer required. The info share further indicated that this may change going
forward in order “to align with public health recommendations.”
[8] The parties were invited to make post hearing written submissions about the
effect, if any, of the fact that the testing requirement no longer applies. At the
same time the parties were invited to make post hearing written submissions with
respect to an April 26, 2023 decision of Arbitrator Herman which appeared to be
relevant to the issues at hand: Lakeridge Health v CUPE, Local 6364, 2023
CanLII 33942 (ON LA). Both parties did so.
[9] Finally, it is worth noting that both the Directive and the Policy contain “medical
exemptions” and make reference to the Ontario Human Rights Code. There is,
however, no suggestion that medical exemptions or the Ontario Human Rights
Code are engaged in this case.
Argument for the Employer
[10] The Employer notes that the Directive was enacted in response to the COVID
pandemic on the direction of the Chief Medical Officer of Health and that the
Employer was at all times compliant with instructions issued by the Office of the
Chief Medical Officer of Health. The Directive was minimally intrusive and
reasonable. It required employees either to be vaccinated or undertake rapid
testing. The Grievor was disciplined and ultimately terminated for refusal to
comply with the Directive. By the date his employment was terminated, the
Directive have been effectively lifted, but had been replaced by the Policy. The
Policy applied to employees who worked in congregate settings. This included
correctional officers, such as the Grievor, who work in correctional facilities.
Employees to whom the Policy applied were required to take rapid tests at
regular intervals, whether or not they were vaccinated. Since the Grievor refused
to undertake rapid testing, he would not have been in compliance with the Policy
either.
[11] Both the Directive and the Policy clearly state that non-compliance may result in
discipline up to and including dismissal. The Directive came into effect on
October 1, 2021. On October 25, 2021, the Grievor was specifically notified that
he was considered to be not vaccinated and accordingly was required to
complete testing and submit proof of a negative result before entering the
workplace. He was advised of this requirement repeatedly over the next weeks.
He not only refused to take a test but entered the workplace without having taken
a test. He was placed on a leave of absence without pay on November 9, 2021.
An allegation meeting was held on November 23, 2021. On December 16, 2021,
the 20 day suspension letter was issued which specifically referenced the
possibility of termination for continued non-compliance. On December 17, 2021,
a letter of expectations was also issued to the Grievor which reiterated the testing
requirement and the possibility of termination for non-compliance. It could not
have come as a surprise to the Grievor when his employment was terminated on
May 2, 2022 for continued non-compliance.
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[12] The only issue is whether termination was reasonable.
[13] The core role of a correctional officer is the care and custody of inmates.
Inmates are totally reliant upon correctional officers for the necessities of life, for
example food and medication. They are an inherently vulnerable population. A
key purpose of the testing requirement of the Directive and Policy was to protect
this population. Accordingly, insubordination in relation to that requirement goes
to the core of what the Grievor was employed to do. The Employer cannot trust
a correctional officer who thinks she or he can pick and choose which policies to
follow and which to disregard. This concern is magnified when dealing with
policies, such as this, which go to the core of the duties of a correctional officer.
[14] The policy was reasonable. The Union does not suggest otherwise.
[15] The Grievor was given ample warnings. He was given full opportunity to respond
prior to the suspension and ultimately his discharge. It was clear from his
responses that he had no intention of ever complying with the testing
requirement.
[16] The Employer rejects the Union’s anticipated argument that the appropriate
response would have been to place the Grievor on leave without pay until the
testing requirement in the Policy was revoked. That would mean that if an
employee did not like a policy, the employee does not have to follow it but can
simply choose to stay at home until it is revoked. Employees do not get to
choose which policies to follow and do not get to choose when to come to work.
The alternative is unworkable. It is also contrary to the public interest. If
employees refuse to follow reasonable policies, then they cannot work and are
subject to being fired.
[17] The Employer notes that section 42 of the Public Service of Ontario Act, 2006,
allows the Employer to declare an employee to have abandoned his or her
employment if he or she is absent for more than 10 consecutive working days
without leave. While this is not an abandonment case, the Employer relies on
section 42 as establishing a yardstick for what constitutes a reasonable period of
absence before the employment can be terminated for cause. As of the date of
the hearing, the Grievor had been absent for over 10 months.
[18] The Employer notes that the collective agreement and the Employment
Standards Act, 2000 afford rights to a leave of absence only within specific
circumstances. The Grievor does not fall within any of those circumstances.
Accordingly, it was the Employer’s discretion as to whether or not to grant a
leave. The Employer also notes that while Article 24(b)(i) of the collective
agreement permits an employee to request a discretionary leave, the Grievor
never did so.
[19] The Employer also notes that even when a leave of absence is without pay, there
are other associated costs to the Employer, some more easily quantifiable than
others. In the short term, there is the cost of overtime paid to other employees to
back fill the position. The Employer must recruit and train someone to replace
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the employee absent on the leave. This is more difficult and costly in relation to
temporary absences. Further, if the person on leave is gone long enough, the
status of the replacement employee will be rolled over from temporary to
permanent pursuant to the terms of the collective agreement. At the same time,
the absent employee’s benefits are continued until the end of the month in which
the leave commences. Accordingly, the Employer is paying the cost of benefits
for an individual who is no longer working. While not applicable to front line
service workers, and thus the Grievor’s case, the Employer also notes that at
present there is a hiring freeze in the Ontario Public Service, with the result that if
someone goes off on a leave, it cannot fill another full time equivalent vacancy.
[20] With respect to the Union’s anticipated argument that the Grievor’s refusal to test
was permitted on the basis that an honestly held belief as to safety is a
recognized exception to the grieve now / obey later rule, the Employer notes
such a belief must also be objectively reasonable. There is no objective basis on
which the act of “swabbing one’s nose with a Q-tip”, as required by the rapid
tests, can be considered to pose a safety risk. The fact the Grievor may have
subjectively believed that it did is not sufficient.
[21] The Employer then turns to the grievance alleging improper denial of STSP
benefits to the Grievor. The Employer argues the denial must be assessed in
context. The Grievor had just been off on suspension for 20 days for refusing to
test. The medical certificate which he provided was very oddly framed. It was
accordingly reasonable for the Employer to request further medical information
and it did so. The Grievor did not provide further medical information, and indeed
has not to date. In the result, the Employer quite properly denied the Grievor’s
claim for STSP benefits. Even if the Grievor had been sick during the period for
which he claimed benefits, he could not have come to work because he was not
going to agree to be tested. It makes no sense that he should get paid STSP
benefits for a period in which he would not otherwise have been at work.
[22] The Employer makes reference to the following cases: British Columbia General
Employees’ Union (Capozzi) v. Fraser Health Authority, 2022 CanLII 25560 (BC
LA) (Kandola); Croke v. VuPoint Systems Ltd., 2023 ONSC 1234; The Power
Workers Union v. Ontario Power Generation, Unreported, November 12,
2021(Murray); Jamieson Laboratories Limited v. Unifor Local 195 (Meleg), 2022
CarswellOnt 18280, 2022 CLAS 633 (Crljenica); Poulos v. Treasury Board, 2022
CarsewllNB 187, 2022 CLAS 387 (Filliter, Adjud.); Christian Labour Association
of Canada v. Revera Inc. (Brierwood Gardens et al.), 2022 CanLII 28657 (ON
LA) (White); Canadian Labour Arbitration, 5th Edition, Brown & Beatty, Chapter
7. Discipline, IV. Grounds for Discipline, F. Insubordination, 2. Exceptions, s. 7.43
Health and Safety; Whitfield v. York University Faculty Association, 2017
CarswellOnt 3970 (OLRB); Brewers’ Distributors Ltd. v. Brewery, Winery &
Distillery Workers’ Union, Local 300, 2003 CarswellBC 3409, [2003] BCCAAA
No. 176, 121 LAC (4th) 228, 75 CLAS 65 (Blasina); Ontario Public Service
Employees Union (Fitzgerald et al) v. Ontario (Ministry of Solicitor General), 2020
CanLII 39020 (ON GSB) (Wacyk); Ontario Public Service Employees Union
(Union) v. Ontario (Ministry of Solicitor General), 2022 CanLII 106485 (ON GSB)
(McLean); Harjee v. Ontario, 2022 ONSC 7033; Ellisdon Construction Ltd. v.
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Labourers’ International Union of North America, Local 183 (Rapid Testing
Grievance), 2021 CanLII 50159 (ON LA) (Kitchen).
Argument for the Union
[23] The Union does not challenge the reasonableness of either the Directive or the
Policy. Rather it challenges the Employer’s application of them to the Grievor.
The Employer decided to exercise its management rights to dismiss the Grievor.
The Union states that was neither justified nor reasonable. The Grievor was not
insubordinate and dismissal was not appropriate. Rather, the Employer should
have placed the Grievor on an unpaid leave of absence until such time as the
Policy was no longer in effect or the Grievor decided to comply.
[24] The Union notes that the Employer did not rely on frustration of contract in
terminating the Grievor’s employment. Rather, the Employer relied upon
insubordination as justifying termination for cause. The concept of frustration is
thus not applicable to the case at hand.
[25] The principle alleged grounds of insubordination were failure to comply with
policies and issues of safety. This is not a classic case of insubordination,
relating to interactions with individuals. Further, while the Union accepts the
weight of scientific authority establishes that vaccines and testing were a valid
response to the pandemic, this view was not universally held. In particular, it is
not a view held by the Grievor. Rather, the Grievor has a profound, honestly held
belief that vaccines and testing are not appropriate.
[26] The Union accepts that in the ordinary course, an employee is required to comply
with a rule or direction with which the employee does not agree and grieve later.
There are, however, exceptions to this “obey now/grieve later” rule and the Union
relies upon the exception based on safety and the exception based on privacy.
[27] With respect to safety, the Union relies upon the same excerpt from Brown &
Beatty as provided by the Employer. The Union acknowledges that the
determination of whether the Grievor’s health and safety concerns were
reasonable is an objective one. The Union argues, however, that in assessing
the reasonableness of the Grievor’s concerns, sensitivity should be shown to the
unprecedented environment at the time and the honesty and profundity of the
Grievor’s beliefs.
[28] With respect to privacy, the Union argues that there can be no doubt that being
compelled to insert something into one’s body constitutes an invasion of personal
privacy. Reference is made to: Canadian Labour Arbitration, 5th Edition, Brown
& Beatty, Chapter 7. Discipline, IV. Grounds for Discipline, F. Insubordination, 2.
Exceptions, s. 7.47, Personal Privacy.
[29] Accordingly, the Grievor’s refusal to comply with the testing requirement is not
insubordination. As a result, there was no cause for discipline. The Union does
not suggest the Grievor should have been entitled to attend at the workplace.
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Rather the Union submits the appropriate response by the Employer would have
been to place the Grievor on an unpaid leave of absence.
[30] Assuming there was cause for discipline, the Union argues there was not cause
for dismissal. The Grievor has no prior history of insubordination and no prior
history of refusing to follow the Employer’s rules. The Grievor only refused to
follow this rule. The circumstances are unique. There is no basis for the
suggestion that the Grievor would choose not to follow another policy. The
Grievor does not pose a risk to the safety of his colleagues or the inmates if he is
placed on an unpaid leave of absence until he complies with the rule or it is
rescinded.
[31] There would be no actual harm to the Employer if the Grievor were placed on an
unpaid leave. The Grievor’s skills are not unique. There are many correctional
officers, including fixed term employees and casual employees, who could
perform the work he was doing. There is no evidence of any extra expenses or
actual recruitment problems, or any evidence of additional cost as a result of
employees working overtime. Overtime is endemic in Corrections and there is no
evidence that the Grievor’s situation added to that cost in any significant way.
Any recruitment costs would have been incurred in November, 2021 when the
Grievor was first placed on unpaid leave by the Employer. The argument that the
Employer loses the benefit of premiums paid until the end of the month for an
employee placed on unpaid leave is not compelling because the Employer could
choose to have the leave commence at the end of the month.
[32] Reference was made to Canadian Union of Public Employees, Local 5167
(Policy) v. City of Hamilton, 2022 CanLII 112114 (ON LA) (Nyman); and
Healthcare, Office and Professional Employees Union, Local 2220, UBCJA
(Policy) v. Chartwell Housing REIT, 2022 CanLII 6832 (Misra). Both cases dealt
with challenges to COVID vaccination and testing policies, not their application,
but they demonstrate great concern about treating termination as the
consequence for non-compliance.
[33] The Union then turns to the grievance with respect to denial of STSP benefits for
the period January 15 to January 30, 2022. The Grievor called in sick on
January 15 and 16, 2022. On January 17, 2022, the Employer told him he was
required to provide a medical certificate. Since this was before the Grievor had
been absent for five days, the Employer is required to prove not only that it
honestly suspected abuse but that there was a reasonable basis for that
suspicion: Ontario Public Service Employees Union (Hernden/Larkin) v. Ontario
(Ministry of Community Safety and Correctional Services), 2014 CanLII 40176
(ON GSB), paras. 41 - 43 and 47 - 50. The Employer has not discharged that
onus in this case. By the time the Employer made its second request for further
medical information, the Grievor had effectively already been fired. It is not
surprising that he did not respond. Therefore the Grievor’s claim for STSP
benefits should be allowed.
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Employer Reply
[34] The Employer argues that the Grievor’s refusal to follow the Directive was
insubordination, ultimately justifying termination for cause. His refusal to follow
the Directive also meant that the Grievor could not attend at work, resulting in
frustration of his contract of employment with the Employer. Both are true
independently of each other, but at the same time the reason the Grievor’s
contract was frustrated was because he was insubordinate.
[35] The Employer argues the Union is effectively requesting a leave of absence on
behalf of the Grievor. The Employer reiterates that the Grievor never made such
a request himself. Had he made such a request it might have been denied and
that denial might have been the subject of a separate grievance, but no such
request was made and there is no such grievance before me.
[36] The Employer notes that it had not anticipated the Union’s privacy argument and
thus had not yet made submissions on that issue. With respect to the Union’s
argument that testing constitutes an impermissible intrusion upon the privacy
interests of the Grievor, the Employer notes that those interests must be
balanced against the legitimate interests of the Employer in enacting the
Directive. The Directive gives expression to the Employer’s legitimate interest, if
not obligation, in preventing the spread of COVID within the workplace. This
objective outweighs the minimal intrusion on the privacy interests arising from the
requirement to swab his nose in the privacy of his own home and report to the
Employer whether the results were positive or negative. Reference is made to:
EllisDon Construction Ltd. v. Labourers International Union of North America,
Local 183 (Rapid Testing Grievance), 2021 CanLII 50159 (ON LA) (Kitchen). In
any event, the testing requirement is one of several options provided by the
Directive. Given the Union does not challenge the reasonableness of the
Directive, it cannot challenge its testing requirement on the basis of privacy
concerns.
Union Sur-Reply
[37] In sur-reply to the Employer’s arguments on privacy, the Union argues that it
raises the privacy concern not in order to challenge the reasonableness of the
policy, but rather to establish that the Grievor’s conduct fell within an exception to
the obey now / grieve later rule.
Analysis and Decision
The Directive
[38] The relevant part of the Directive reads as follows:
5 Mandatory Requirements
All employees will be required to provide one of the following:
1) Proof they are fully vaccinated, meaning they have met the latest
requirements as determined by the Chief Medical Officer of Health and 14
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days have passed since receiving their final dose of the COVID-19
vaccine.
2) Written proof of a medical exemption, that sets out that the person cannot
be fully vaccinated against COVID-19, and the effective time-period for the
medical reason (i.e., permanent or time limited).
3) Proof that the employee has completed an educational program, approved
by the OPS.
Employees who elect (1) not to provide proof of full vaccination status, or (2)
who are not fully vaccinated, are considered not vaccinated under this
directive. Beginning on a date to be determined by the Employer, employees
who are not vaccinated are required to complete regular rapid antigen testing
every 48 hours and provide proof of the negative test results prior to entering
the physical workplace. A negative test result is valid for 48 hours from
taking the test. After 48 hours have passed from the employee taking the
test, the employee is required to retest prior to entering the physical
workplace again. In higher risk congregate care settings, testing may be
required more frequently at the Employer’s discretion.
….
6 Non-Compliance
Employees who do not fulfil the requirements as set out in this directive may
be placed on an unauthorized, unpaid leave of absence and/or subject to
disciplinary action, up to and including dismissal.
[39] The Grievor did not provide proof of full vaccination status or of a medical
exemption. Therefore, he was required to complete the education program and
subsequently comply with the testing requirement.
[40] Employees subject to the testing requirement were required to test and to
provide proof of a negative result prior to entering the physical workplace. This is
a dual requirement. To its credit, the Union did not suggest that an employee
who declined to test, and therefore was unable to provide a negative test result,
would be in full compliance with the Directive by not entering the workplace. The
obligation to test is in furtherance of an employee’s most basic obligation: the
obligation to report to work if it is safe to do so. It was not open to an employee
to avoid that basic obligation by refusing to test.
The 20 Day Suspension
[41] By letter dated December 16, 2021, the Employer issued the Grievor a 20 day
suspension for the following conduct:
On November 9, 2021, you refused to adhere to the requirements outlined in
the Ontario Public Service (OPS) COVID-19 Safe Workplace Directive by
failing to pick up your rapid antigen testing kit from the institution and did not
provide me with confirmation of a negative rapid antigen test result 48 hours
prior to you attending the workplace on November 9, 2021. Further, on
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November 9, 2021, you did not pass the self affirmation or active screening
upon entering the institution.
Central to these allegations was the Grievor attending or attempting to attend at
the workplace not only without having complied with the requirement to test
contained in the Directive, but in direct challenge to that requirement.
[42] I turn to consider the evidence in relation to these allegations.
[43] On October 25, 2021, the Employer notified the Grievor by email that he was
considered not vaccinated and was required to complete a rapid antigen test and
provide proof of a negative result prior to entering the workplace. He did not
comply. Rather, he worked on October 29, 30, 31 and November 1 after
receiving that direction.
[44] On November 2, 3 and 4, 2021, the Staff Services Manager left telephone
messages for the Grievor advising him not to attend the workplace as he had not
completed the rapid antigen testing. Notwithstanding, on November 9, 2021, the
Grievor entered the workplace without completing the test or submitting proof of
negative results. When questioned on that date by two Staff Sergeants as to
why he was there despite the repeated messages directing him not to attend, the
Grievor stated he was on holidays and “not responding to work on his time off”.
When told that the messages had notified him not to enter the building due to
refusing to collect his test kit, he responded that “not one of the messages stated
not to return to work”. I note that this statement indicates that while he may not
have been “responding” to messages while he was on holidays, he clearly had
listened to them. I also note that his statement that “not one of the messages
stated not to return to work” is at odds with the agreed fact that the Staff Services
Manager left him a message “to advise him not to attend the institution as he
needed to complete the rapid antigen testing”. The Grievor maintained to the
Staff Sergeants that he was ready to work, and stated that if he was being told he
was not permitted to work then he wanted it in writing and if he was not being
allowed in the building he wanted a written notice under the Trespass to Property
Act. The Grievor also asserted that the Employer’s action in “keeping him from
work was unconstitutional”. Leaving aside the assertion that it was
unconstitutional, this statement demonstrates that he was aware that the
employer was “keeping him from work”. I also note that it is an agreed fact that
the Grievor was offered a rapid test but declined to take it.
[45] The Grievor subsequently sent a “Notice of Liability” dated November 15, 2021,
to the Staff Services Manager. The Notice indicates its “source” is
“action4canada.com". It contains blanks for the name of the recipient and the
name of the person giving notice. The Grievor has written in the name of the
Staff Services Manager as the recipient and his own name as the person giving
notice.
[46] The Notice is four pages of arrant nonsense. It commences:
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RE: Any COVID-19 testing forcibly required, mandated or administered to
Canadian citizens, including children, by the government, appointed officials,
employers, educators, and the like.
This is an official and personal Notice of Liability.
Your are unlawfully practicing medicine by prescribing, recommending,
and/or using coercion to insist I submit to testing for COVID-19, such as
but not limited to, PCR testing which includes rapid tests, blood tests,
or any medical intervention to determine any communicable disease
known through proof of a genome report.
[Emphasis in original.]
[47] It continues with, at best, questionable assertions of fact, followed by references
to the “Nuremberg Code” (I note the quoted “Articles” do not appear in the
Nuremberg Code adopted in 1947, which document is commonly referred to as
the Nuremberg Code), the Crimes Against Humanity and War Crimes Act of
Canada, the Criminal Code of Canada, the Genetic Non-Discrimination Act, the
Quarantine Act and the Privacy Act. It concludes:
Therefore, I hereby notify you that I will hold you personally liable for any
harm I may suffer, financial injury and/or loss of my personal income and my
ability to provide food and shelter for myself or my family if you use coercion,
force or discriminate against me based on my decision not to participate in
COVID-testing of any kind not limited to rapid testing, internal swabbing or
blood tests.
[48] The Notice of Liability sent by the Grievor on or about November 15, 2021
obviously post dates the November 9, 2021 events relied upon by the Employer
as the basis for the discipline issued on December 15, 2021. It is, however,
relevant in at least two respects. First, it speaks to the Grievor’s state of mind on
November 9, 2021. The Notice and the Grievor’s statements to the Staff
Sergeants on November 9, 2021 suggest the Grievor’s actions were not only
intentional but taken in deliberate and provocative defiance of the Directive.
Second, it speaks to the question of whether I should exercise my discretion as
an arbitrator to substitute a lesser penalty. It militates heavily against doing so
[49] On the material before me, I find the Grievor was aware of the requirement that
he perform a test and report a negative result before entering the workplace. I
find that notwithstanding, the Grievor intentionally entered the workplace in
contravention of those requirements. Further, I find that his actions in doing so
were deliberately provocative. Accordingly, I find that the Employer has
established the allegations upon which it relied in issuing the 20 day suspension.
Further, I find there is no reason to substitute a lesser penalty. Accordingly, the
grievance against the 20 day suspension is denied.
[50] I would add that for reasons given below, I am not persuaded that the Grievor’s
refusal to test falls within either the safety or privacy exceptions to the obey now /
grieve later rule. It is important to note, however, that those exceptions have no
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application to the reasons for the 20 day suspension. The Grievor was
disciplined for failing to pick up a test kit and for attending at the workplace
without testing. Those actions were in breach of the Directive whether or not the
Grievor had valid reasons for refusing to test.
Claim for Short Term Sickness Plan Benefits
[51] The Grievor grieves that he was improperly denied STSP benefits he claimed for
January 15, to 30, 2022. The Employer responds the Grievor was not entitled to
the STSP benefits. (Indeed, as discussed below, the Employer alleges his claim
was an attempt to abuse the STSP and relied on that allegation in terminating his
employment.)
[52] The relevant articles in the collective agreement are as follows:
44.01 An employee who is unable to attend to their duties due to sickness or
injury is entitled to leave of absence with pay as follows:
(a) with regular salary for the first six (6) working days of absence,
(b) with seventy-five percent (75%) of regular salary for an additional one
hundred and twenty-four (124) working days of absence, in each calendar
year.
….
44.10. After five (5) days’ absence caused by sickness, no leave with pay
shall be allowed unless a certificate of a legally qualified medical practitioner
is forwarded to the employee’s manager, certifying that the employee is
unable to attend to their official duties. Notwithstanding this provision, where
it is suspected that there may be an abuse of sick leave, the employee’s
manager may require an employee to submit a medical certificate for a
period of absence of less than five (5) days.
[53] Article 44.01 provides entitlement to use of STSP credits when the employee is
“unable to attend to their duties due to sickness or injury”. The onus of proving
inability to attend to duties due to sickness or injury lies upon the employee. The
first sentence of Article 44.10 relieves an employee of the obligation to provide a
medical certificate certifying inability to attend to duties for the first five days of
absence due to sickness. Notably this does not relieve the employee of the
obligation to provide a medical certificate, if requested, for a period of absence
which ends up being greater than five days of absence. Further, Article 44.10
continues that where abuse of sick leave is suspected, an employee’s manager
may require an employee to provide a medical certificate for a period of less than
five days. I accept, as argued by the Union, that it is well established
jurisprudence of this Board that the suspicion must be not only honestly held, but
reasonable: see Hernden/Larkin.
[54] In this case, the evidence before me with respect to the Employer’s reasons for
requesting a medical certificate on January 17, 2022 and, once the medical
certificate of January 19, 2022 was provided, subsequently requesting further
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medical information is essentially captured in the following undisputed
statements in the February 4, 2022 letter from the Staff Services Manager to the
Grievor1:
Following your 20-day suspension, you were expected to return to the
workplace on January 15, 2022; however, you called in sick on this date as
well as on January 16, 2022. As the Employer questioned the validity of your
absence given your refusal to participate in rapid antigen testing, you were
asked to provide additional information or medical documentation to support
your absence from the workplace.
On January 17, 2022, you sent the Employer a series of questions and
concerns related to the OPS COVID-19 Safe Workplace Directive and
requested a response from the Employer prior to your scheduled shift on
January 19, 2022. A thorough response was sent to you on January 18,
2022, as requested, in advance of your shift.
On January 19, 2022, you called in sick for your shift and indicated that you
had a medical note placing you off work until January 30, 2022. As the
Employer continued to question the validity of your absence the medical note
for this absence was deemed insufficient to support your use of STSP credits
as it did not indicate any restrictions or limitation precluding you from
attending the workplace. The Employer requested further information and
provided you with a medical questionnaire to take to your doctor. As of this
date, you have not returned this medical questionnaire to the Employer.
Finally, you were scheduled to work February 2, 2022. You called into the
institution prior to your shift and asked if you were still required to complete
the rapid antigen testing. You were advised that if you were not fully
vaccinated then you were required to submit a negative rapid antigen test
before reporting to work. In response to this, you stated, “I guess I won’t be
coming in ‘cause I won’t test”.
[55] On this evidence, I am unable to agree with the Union that the Employer lacked
reasonable grounds to request a medical certificate on January 17, 2022. Prior
to January 15, 2022, the Grievor had unequivocally and repeatedly indicated that
he would not test and in fact had threatened legal action in relation to the testing
requirement. He had on at least one occasion indicated that if he was required to
test, he would not return to work. On November 9, 2021 he had been placed on
an unpaid leave of absence because of his refusal to test. On December 16,
2021 he was placed on a 20 day suspension for attending at the workplace
without having tested. January 15, 2022 was his first scheduled day of work
following his suspension. He did not return but called in claiming to be sick.
Given all of this, it was reasonable for the Employer to suspect that the reason
1 The exact same statements were repeated in a letter dated February 22, 2022 from the same Staff
Services Manager to the Grievor, with the omission of the word “Finally” in the final paragraph set
out below.
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for his continuing absence was not illness, as claimed by the Grievor during his
calls of January 15 and January 16, 2022, but rather an ongoing refusal on his
part to test.
[56] In any event, the Grievor provided a medical certificate dated January 19, 2022.
The text of that medical certificate was as follows:
Jan 19, 2022
To Whom It May Concern:
Re: Charles Wilson [Date of birth, phone number and email address
redacted]
Due to medical concerns/health issues, Mr. Wilson will miss all work duties
on January 15-30th, 2022.
Yours Truly
[57] I agree with the Employer that this medical certificate was insufficient. In the
circumstances, given the Employer’s immediate prior experience with the
Grievor, the “medical concerns/health issues” could easily be understood as a
reference to the Grievor’s view that medical evidence did not establish the utility
of testing and the statement that he would “miss work” could easily be
understood as a reference to the Grievor’s refusal to work if required to test. It
was reasonable for the Employer to consider the medical certificate insufficient
and to request further medical information, as it did. The Grievor did not, and
has not, provided any further medical evidence. I conclude that the Grievor has
not established that he was unable to attend to his duties due to sickness or
injury during the period January 15 to January 30, 2022 for which he claimed
STSP benefits. Accordingly, the grievance seeking payment for those benefits is
denied.
Grounds for Termination
[58] The letter of termination dated May 2, 2022 relies in essence on three
allegations: the Grievor’s continuing failure to comply with the Employer’s policies
and directives in relation to testing; his disregard for the safety of himself, his
colleagues and other people in the workplace which that failure manifests; and
his attempted abuse of the STSP in seeking to use it to cover his absence
following his 20 day suspension.
Abuse of STSP
[59] It is convenient to start with the alleged abuse of the STSP. I note that the
parties directed little argument to this issue.
[60] Much of the evidence in relation to this allegation is set out above in the
discussion of the Grievor’s claim for STSP benefits. The issues there were
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whether the Grievor had established he was unable to work due to sickness or
injury, entitling him to the STSP benefits which he claimed, and whether the
Employer had established that it had a reasonable honestly held basis for
suspecting the Grievor’s claim that he was absent due to sickness or injury,
entitling it to request a medical certificate. The issue here is whether the
Employer has established that in claiming to be sick and thus claiming STSP
benefits, the Grievor was attempting to defraud the Employer by abusing the
STSP.
[61] While I am cognizant that the onus with respect to this issue is entirely upon the
Employer, this does not change any of my conclusions above. This is because
they were based on undisputed evidence and not the application of any onus of
proof. I find the Grievor was not unable to work due to sickness or injury, and
thus not entitled to the STSP benefits he claimed. Was that claim fraudulent?
For the reasons discussed above, the Employer was justified in suspecting
abuse and requesting the Grievor provide medical information substantiating his
absence. While the Grievor did provide a medical certificate dated January 19,
2022, that medical certificate was insufficient. The Employer was, therefore,
justified in requesting further medical information, as it did. The Grievor did not
and has not provided that medical information. I draw an adverse inference that
any medical information which the Grievor could have provided would not have
supported his claim to be sick or his claim for STSP benefits. In the absence of
any competing evidence, I find that the Grievor’s claim that he was unable to
work from January 15 to January 30, 2022 due to sickness was fabricated. I
further find that he was in fact able to work during that period of time but for his
refusal to test and that his refusal to test was the reason for his absence during
that period of time.
[62] In the ordinary course, this would be sufficient to establish that the Grievor’s
claim for STSP benefits in relation to that period was fraudulent. I pause,
however, to note the Union’s arguments that the Grievor was justified in refusing
to test on the basis of the safety and privacy exceptions to the obey now/grieve
later rule. I will address those arguments shortly. In my view, however, they are
irrelevant to the question of whether the Grievor’s claim for STSP benefits was
fraudulent. STSP benefits cover absences due to sickness or injury. Refusing to
test, even if justified, does not constitute sickness or injury. The Grievor did not
call in on January 15 and 16, 2022 and state that he was unable to work because
he would not test. He called in and stated that he was unable to work because
he was sick. This was false and the Grievor knew it. When the Employer
demanded a medical certificate, the Grievor doubled down on this falsehood
saying he would obtain a medical certificate and then doubled down again by
providing a medical certificate as supporting his false claim that he was sick.
[63] Accordingly, I find that the Grievor’s claim for STSP benefits in relation to the
period January 15 to 30, 2022 was fraudulent. The Employer had just cause to
discipline the Grievor for this behaviour. I return to the quantum of discipline
after considering the other grounds relied upon by the Employer.
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Failure to Comply with the Testing Requirement
[64] The remaining two allegations relied upon by the Employer in its decision to
terminate the Grievor were: his continuing failure to comply with the Employer’s
policies and directives in relation to testing; and his disregard for the safety of
himself, his colleagues and other people in the workplace which that failure
manifests. There is no dispute that the Grievor did not comply with the
Employer’s policies and directives in relation to testing. The arguments of the
parties were principally addressed to two issues: was the Grievor justified in his
refusal to comply; and if not, is the appropriate response termination of his
employment as argued by the Employer, or an indefinite unpaid leave of absence
as argued by the Union. I will address the issue of justification first.
[65] There is no dispute between the parties that the Employer’s testing requirement
was reasonable. There is also no dispute that the Grievor refused to comply with
the testing requirement. In the ordinary course, an employer is entitled to treat
the refusal of an employee to comply with a legitimate, bona fide, employment
related directive as insubordination. An employee who disagrees with the
requirement is required to “obey now, grieve later”.
[66] The Union argues, however, that two exceptions to the “obey now, grieve later”
rule apply so that the Grievor’s refusal to comply with the testing requirement
was not insubordination.
The Safety Exception
[67] The first exception relied upon by the Union is fear for one’s health and safety.
There is no dispute as to the applicable principles. Both the Union and the
Employer adopt the statement of this exception contained in Brown & Beatty,
Canadian Labour Arbitration, 5th Edition, at § 7:43.
Fear for one's personal health and safety is one of the most common
reasons for an employee's refusal to obey a supervisor's instructions. In
making the case that he or she falls within this exception, an employee
must prove that he or she honestly and reasonably believed his or her
health or well-being were endangered, that the employee communicated
this belief to a supervisor, and that the danger was sufficiently serious to
justify the action taken.
[68] Both parties agree that the test of whether the employee’s belief was reasonable
is an objective one. The Union argues, however, that in assessing the
reasonableness of the Grievor’s concerns, sensitivity should be shown to the
unprecedented environment at the time and the honesty or profundity of the
Grievor’s beliefs.
[69] The Union notes the COVID pandemic gave rise to “completely new ground for
all”. In the year prior to the Grievor’s dismissal there were new variants of
COVID, new vaccines and new testing and policies. The Union accepts that the
weight of scientific authority establishes that vaccination and testing were and
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are valid responses. It notes, however, that this view was not universally held.
In particular, as is clear from the statements made by the Grievor in the
documents found at Appendices E (the “Notice of Liability”) and H (his February
25, 2022, written response to the February 22, 2022 allegation letter) of the
Agreed Statement of Fact, the Grievor had an honest and profound belief that
there was no basis for vaccination or testing.
[70] It is far from clear to me that the Grievor’s refusal to comply with the testing
requirement was motivated by a genuine concern for his safety.
[71] The November 15, 2021, Notice of Liability challenges the efficacy and legality of
testing, not the safety of taking a test. The only factoid in the Notice which in
anyway references safety is a reference to risks associated with relying on false
positive results.
[72] During the November 23, 2021, allegation meeting the Grievor was asked if he
intended to comply with the testing requirement in the Directive. The Grievor
responded that the requirement was unlawful. He did not indicate that he was
concerned for his safety if he complied.
[73] On January 17, 2022, the Grievor sent an email to the Staff Services Manager
raising a number of questions about the testing requirement. Those questions
related almost entirely to the legality of the testing requirement. The Grievor did
request “full and complete disclosure regarding medical test data, side effects
and health concerns related to use long and short term, break down of the
chemicals used in the test kits denoting any contact/exposure risks and
remedies, disposal etc.” This request, however, was made in furtherance of his
dubious assertions that use of test kits had been “rubber stamped by Health
Canada”, had not been approved for use outside of the emergency order and “As
such the test kits are an experimental medical devise [sic].” It appears to me,
therefore, that his request for information was part of his legal and political
arguments, not an expression of actual concern about his safety.
[74] On February 2, 2022 the Grievor was sent notice of an allegation meeting to be
held on February 9, 2022. The Grievor did not attend the meeting. The Grievor
was then provided an opportunity to respond in writing and did so on February
25, 2022, with a 23 page letter. The Grievor’s letter reviewed his concerns about
sick leave and also his concerns about rapid testing. With respect to rapid
testing, he reproduced his communications with the Employer up to and including
the response he received from the Staff Services Manager on January 18, 2022.
He continued to take issue with the utility and legality of testing. He raised
concerns with two of the chemicals in the reagent solution, sodium azide and
ethylene oxide, and stated: “Given the aforementioned information I am confident
that the government has not done its due diligence to apprise me of the
associated risks and potential harms posed to me by the implementation and use
of an experimental medical devise [sic].” The Grievor then made reference to the
Charter of Rights and Freedoms, the Constitution Act, 1982, the Canadian
Human Rights Act, the Ontario Human Rights Code, the Genetic Non-
Discrimination Act and the Canada Labour Code. The Grievor did not suggest
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that he had any actual concern that his health or well being would be affected if
he undertook the testing.
[75] Consistent with the above, the Agreed Statement of Fact indicates:
If called to give evidence the Grievor would testify to his belief that the
Directive and the Safe Workplace Policy are based on incorrect science.
The Grievor's belief is that the Directive and the Policy are based on “incorrect
science”. He challenges the necessity of testing. There is nothing, however, to
indicate the Grievor had an actual subjective belief that his safety would be
compromised if he undertook the test.
[76] In any event, I am not persuaded that any safety concerns the Grievor may have
had were objectively reasonable. As conceded by the Union, the weight of
scientific authority establishes that testing (and vaccination) were and are valid
responses to COVID. I accept that the Grievor has a strongly held opinion to the
contrary. The Grievor, however, is not an expert and I am not prepared to
ascribe any evidentiary weight to his opinion.
[77] For all of the foregoing reasons, I find that the “safety exception” does not apply
to excuse the Grievor’s failure to comply with the Directive.
The Privacy Exception
[78] The Union relies upon s. 7:47 of Brown & Beatty. That section notes: “The
circumstances in which employees can refuse to be tested for a virus are defined
by the balancing of interests approach.” The interests being balanced are the
privacy interests of the employee and the employer’s “legitimate concerns about
the safety and security of its operations”.
[79] One of the cases cited by Brown & Beatty is the decision of Arbitrator Kitchen in
EllisDon relied upon by the Employer before me. In that decision, Arbitrator
Kitchen concluded an employer’s objective of preventing the spread of COVID
among workers at a construction worksite outweighed the minimum intrusion on
the privacy interests of employees arising from a requirement to submit to a swab
of their throats and noses by a health care professional at the worksite.
[80] In the case before me, the Employer’s interests are even greater, at least in
congregate settings such as correctional facilities. The Directive sought not only
to prevent the spread of COVID among workers at the correctional facility, but
also to protect the literally captive population for which they are responsible.
With respect to the privacy interests of the employees, they were not required to
submit the material collected to the Employer for analysis or retention: they were
only required to submit proof of a negative result. This is similar to the privacy
interests of the workers’ in EllisDon, which were considered insufficient by
Arbitrator Murray to outweigh the employer’s interests. In an important respect,
however, the intrusion upon the privacy interests of the workers affected by the
Directive was even less than the workers in the EllisDon case: they were not
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required to submit to a swab by a third person at the workplace but only to self
administer a swab in the privacy of their own homes. Accordingly, I find that the
Employer’s legitimate interest in requiring employees to test outweighed the
privacy interest of employees in being required to submit proof of a negative test
result.
[81] In any event, on the materials before me, the Grievor’s concern was not with the
Employer knowing whether he had tested positive or negative. The Grievor’s
concern was with being required to test at all. The Union has acknowledged that
the testing requirement was reasonable. Put differently, whatever privacy
interests are engaged by the requirement to test, they are outweighed by the
Employer’s legitimate interests in imposing the requirement.
[82] For all of the foregoing reasons, I am also not persuaded that the “privacy
exception” applies to excuse the Grievor’s failure to comply with the testing
requirement set out in the Directive.
[83] In the result, I find the Grievor’s failure to comply with the testing requirement set
out in the Directive was insubordination.
The Appropriate Response: Termination or Indefinite Unpaid Leave of Absence
[84] I turn to the issue which was a significant focus of the submissions of the parties:
whether the appropriate response to the Grievor’s insubordination in refusing to
comply with the testing requirement was termination, or whether the Employer
should have placed him on an indefinite unpaid leave of absence until such time
as the Grievor complied with the testing requirement or it was removed.
[85] I pause here to note again that insubordination was not the only ground relied
upon by the Employer in making its decision to terminate the Grievor’s
employment. Rather, as discussed above, the Employer also relied upon the
Grievor’s fraudulent abuse of sick leave. There is no question that abuse of sick
leave justified a significant disciplinary response. The appropriate level of
discipline should be assessed within the context of all actions of the Grievor
relied upon by the Employer in justifying a disciplinary response. I will return to
the question of the appropriate level of discipline after first addressing whether
the Grievor’s insubordination also justified a disciplinary response or whether, as
argued by the Union, the appropriate response was to place the Grievor on an
indefinite unpaid leave of absence.
[86] In answering this question, the Employer seeks to analogize the Grievor’s
inability to work as a result of his refusal to comply with the Directive to inability to
work giving rise to frustration of the employment relationship. It relies upon
Fraser Health and Croke in support of this argument.
[87] I agree with the Union that the doctrine of frustration has no application to the
case before me 2. The Employer did not rely upon frustration in terminating the
2 I also agree with the Union that Fraser Health makes no reference to the doctrine of frustration.
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Grievor’s employment; it relied upon insubordination. The Employer argues the
same principle applies, asserting the insubordination is the willful act which
frustrates the contract, and that the frustration arises from the resulting inability to
work. With respect, I disagree. Frustration occurs when an unforeseen event
renders a contract impossible to perform. Inability to work as the result of a
willful act is not an unforeseen event. Indeed, there are arbitral cases which
expressly hold that frustration does not apply in such circumstances. In this
case, there is no dispute that the Grievor’s inability to work was the result of a
willful act: his refusal to comply with the testing requirements set out in the
Directive. The doctrine of frustration has no application. To be clear, if the
requirements of the Directive gave rise to an inability to work which was not the
result of a willful act, the doctrine of frustration might apply. Inability to comply
due to disability or perhaps religious belief might be some such circumstances.
Although I am unaware of any disability or religious belief which would preclude
an individual from testing, as opposed to being vaccinated, I express no opinion
on those issues. Nothing in this decision, however, should be taken as
foreclosing those possibilities.
[88] The Union relies on several decisions with respect to the reasonableness of
mandatory COVID testing and vaccination policies, and in particular the
consequences for non-compliance: Coca Cola; City of Hamilton; and Chartwell.
It suggests those decisions show leave of absence without pay, and not
termination, is the appropriate response for non-compliance. I am not persuaded
this is the case.
[89] The Union relies on the statement by Arbitrator Herman in Coca Cola, at para. 49
that it was reasonable to place non-compliant employees on unpaid leaves of
absence. The policy at issue before Arbitrator Herman was the product of
sequential statements by the employer to its employees. The original statement
indicated that employees who failed to comply “may” be subject to discipline, up
to and including discharge: see para. 34. A subsequent statement indicated that
non-compliant employees would be placed on unpaid leaves of absence, while
repeating that discipline up and and including termination might result: see para.
36. Arbitrator Herman did find that it was reasonable to place non-compliant
employees on unpaid leaves of absence. But he rejected the union’s argument
that the fact the policy also provided discipline might result from non-compliance
rendered it unreasonable. In doing so, he made it clear that depending on the
circumstances a disciplinary response for non-compliance might be justified:
41. The Union argues that discipline can never issue for non-compliance
with the Policy. Whatever the arguments against the automatic imposition of
discipline or termination for non-compliance with a vaccine policy, this Policy
does not provide for any automatic disciplinary response, so that issue does
not arise here. What is in issue is whether a notice that discipline might later
be imposed is unreasonable.
42. I do not agree that an otherwise reasonable vaccine policy cannot in
principle be enforced through the imposition of discipline, including
termination, in individual cases and circumstances, which is what this Policy
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effectively states. Beginning with the foundational decision in KVP, there
have been numerous arbitration decisions upholding the imposition of
discipline or termination for non-compliance with a unilaterally imposed
company rule or policy.
43. Discipline and/or termination for non-compliance with the Policy might be
justified in specific circumstances; for example, refusal to comply with the
Policy for an extended period of time, or a material negative impact upon the
ability of an employer to effectively operate its business if employees
continue to remain on indefinite leave. Under the Policy, whether or not such
circumstances, or others, might justify a disciplinary response is a matter to
be assessed by an arbitrator when or if discipline is imposed and challenged
by the Union. Any discipline that might subsequently be imposed could then
be grieved by the impacted employee, the just cause standard would apply,
and relevant circumstances would include those in play at the time of the
discipline or termination. The Policy itself is therefore reasonable when it
states that discipline for cause might result for non-compliance with the
Policy.
[90] The Union cites City of Hamilton as holding that a policy which provided that an
employee may be terminated for non-compliance with a COVID policy was
unreasonable, rather the employer was required to place the employee on an
unpaid leave of absence: paras. 39 - 41. In my view, it is quite clear that
Arbitrator Nyman’s conclusion in that respect was based on a unique provision in
the collective agreement before him: see paras 32 to 41. In particular, Article
10.3(g) of the collective agreement specifically addressed the employer’s ability
to require employees to be immunized, and the consequences for employees
who failed to do so. Arbitrator Nyman held that Article 10.3(g) permitted the
employer to allow such employees to work or to place them on a leave of
absence: it did not permit the employer to terminate their employment. As such,
Article 10.3(g) constituted a fetter on the management rights of the employer.
Accordingly, the policy which the employer had adopted, providing for termination
of such employees, was unreasonable and unenforceable. There is no
suggestion that there is a comparable provision in the collective agreement
before me.
[91] Notably, Arbitrator Nyman specifically stated that while the policy violated Article
10.3(g) which provided that a non-complaint employee was to be placed on a
leave of absence, he expressed no opinion on whether the just cause provision
might be engaged (see para. 40) or whether after some period of time the
employment relationship of an employee placed on an unpaid leave of absence
might be considered frustrated (see para. 41).
[92] The Union notes that in Chartwell, Arbitrator Misra held the policy before her was
unreasonable to the extent that it provided for termination of employment for non-
compliance. In my view, the Chartwell decision is distinguishable in a number of
respects. First, in the case before me the Union does not challenge the
reasonableness of the Directive. The Directive provides for the possibility of
termination for non-compliance, although phrased differently than in the policy
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before Arbitrator Misra. Second, the collective agreement at issue in Chartwell
contained a provision (Article 18.5) which continued existing rights, privileges,
benefits, practices and working conditions unless the union and the employer
agreed otherwise: see para. 62. Arbitrator Misra concluded on the evidence
before her that it was an “existing practice and working condition of bargaining
unit employees who were non-compliant with the Employer’s vaccination policies
was that they would be taken off the schedule, and effectively put on an unpaid
leave of absence”: see para. 186. To the extent that the policy provided for
termination, it was therefore inconsistent with Article 18.5 and not reasonable:
see para. 236. There is no suggestion that similar considerations apply in the
case before me. Third, central to Arbitrator Misra’s analysis was her conclusion
that the policy before her provided for automatic termination without
consideration of just cause, in the event of non-compliance: see paras. 218 -
220. She was at pains to state that her decision did not preclude the employer
from terminating such a non-compliant employee for cause.
243. Despite my findings above, it is important to state that this decision
should not be taken by those employees who choose not to get fully
vaccinated as indicating that the Employer would never be able to terminate
their employment for non-compliance with the policy in question, or indeed
any reasonable policy. It is only the automatic application of this policy as it
respects discharge that has been found to be unreasonable. Employees
must understand that even if their Union and the Employer are unable to
reach agreement pursuant to Art. 18.5, the Employer continues to have its
Management Right under the collective agreement to terminate an employee
for just cause. Hence, employees who remain non-compliant with the policy
should not think that they are protected forever from the possibility of being
dismissed, as the Employer may at some point do so if it feels it can establish
that it has just cause for termination of any particular employee. No
employer has to leave a non-compliant employee on a leave of absence
indefinitely. At some point, and subject to the Employer warning employees
of the possibility of termination, and having considered other factors, it will
likely have just cause to terminate the employment of such an employee.
[93] In short, two of the cases relied upon by the Union, Arbitrator Herman’s decision
in Coca Cola and Arbitrator Misra’s decision in Chartwell, make it clear that non-
compliance may result in termination on a just cause basis. In the third, City of
Hamilton, Arbitrator Nyman made it clear the issue was not before him and he
was not expressing an opinion on it.
[94] The Union argues that Chartwell and Lakeridge Health establish an employer
must prove that keeping non-compliant employees on an unpaid leave of
absence will give rise to significant operational difficulties in order to justify
terminating their employment instead. In my view, this is an overly broad reading
of those cases. In both Chartwell and Lakeridge Health, the policy in question
provided for the automatic termination of non-compliant employees after a certain
period on a leave of absence or as of a certain date. The reasonableness of that
portion of the policy was contested. Therefore, to satisfy the KVP criteria, the
employer was required to prove its reasonableness. Evidence of significant
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operational difficulties posed by keeping non-compliant employees on unpaid
leave was relevant to establishing that it was reasonable to automatically
terminate their employment instead. In Chartwell there was no such evidence; in
Lakeridge Health there was: see Lakeridge Health at paras. 182 and 183.
[95] In the case before me, the reasonableness of the Directive is conceded. In any
event, there is no suggestion that the Directive provides for automatic termination
for non-compliance. Further, the Employer in its argument emphasized that the
termination of the Grievor was not automatic. Rather, it occurred following
progressive discipline related to the Grievor’s earlier non-compliance with the
Directive, after consideration of the Grievor’s response to the allegations for
which he was ultimately terminated and of any mitigating factors. In other words,
the Employer proceeded on a just cause basis in terminating the Grievor’s
employment.
[96] As stated by Arbitrator Herman in Lakeridge Health (at para. 172):
The line of authority that follows after KVP does not stipulate that breach of a
unilaterally issued policy cannot be grounds for discipline. Rather, the cases
generally conclude that discipline may in fact be appropriate for breach of a
unilaterally imposed company policy or rule; see, for example, Chartwell
Housing REIT v. Healthcare, Office and Professional Employees Union,
Local 2220, UBCJA (Mandato),2022 CanLII 6832 (ON LA)(Misra); Unifor
Local 973 v Coca-Cola Canada Bottling Limited,(Wright)(above); Coca-Cola
Canada Bottling Limited v United Food and Commercial Workers Union
Canada, Local 175 (Herman)(above); Toronto Professional Fire Fighters’
Association, I.A.A.F. Local 3888 v Toronto (City), (Rogers)(above).
[97] In my view, the Employer was entitled to approach the Grievor’s refusal to
comply with the Directive as insubordination justifying a disciplinary response in
the same way that any insubordination may give rise to a disciplinary response.
[98] The Employer refers to a number of cases in which, following a period of
compelled unpaid leaves of absence, a vaccination or testing policy provided for
termination of employees who did not comply as of a certain date or an employee
was individually advised that he or she would be terminated if they did not
comply by a certain date and was terminated for failing to do so: Ontario Power
Generation, Jamieson Laboratories and Lakeridge Health. The Employer relies
upon these cases to establish what constitutes a sufficient period of reflection,
reinforced by loss of income, following which an employee may be terminated for
failure to comply. It argues these cases establish somewhere between 16 days
and six months is sufficient.
[99] While of some assistance, those cases differ from the one before me in a critical
respect. In those cases, the only ground relied upon by the employer was
effectively the employee’s failure to comply by the date in question. Whether or
not the employer had just cause depended in large part, if not entirely, on
whether sufficient time had been afforded.
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[100] For example, in Jamieson Laboratories, Arbitrator Crljenica framed the issue as
follows:
54 In my view the concept of progressive discipline has some parallels to
the grievance before me. In most cases of discipline, employees are subject
to progressive discipline to give them an opportunity to reflect on their
conduct and feel the effect of being suspended without pay in the hope that
they will not engage in further misconduct.
55 Similarly, here, the grievor should have been allowed to remain on
unpaid leave for a sufficient period of time to feel the financial impact of his
refusal. How long? Issues arising from the Covid-19 pandemic, vaccines and
testing have been, and continue to be very divisive in our society. One's
views on these issues are not easily swayed. In my view, a little over two
weeks falls well short of a sufficient period of time for the grievor to weigh the
loss of his livelihood against his deeply held beliefs in regard to Covid-19 and
rapid testing, as exhibited by his emails. As there were no operational issues
impacting the employer's operation as a result of the grievor being left on
unpaid leave, there was need to resort to the capital punishment of
employment after only 16 days.
(The Union notes Arbitrator Crljenica’s reference to operational issues, arguing
again there is no evidence of operational issues in the case before me. I do not
understand Arbitrator Crljenica to be saying that there must be operational issues
before an employer may terminate an employee for non-compliance. Rather, I
understand him to be saying that operational issues may justify termination
sooner than would otherwise be the case.)
[101] In the case before Arbitrator Crljenica, the grievor had not otherwise been subject
to progressive discipline in relation to his non-compliance with the policy. The
only action of the employer which afforded the grievor an opportunity to “reflect
on their misconduct” in refusing to comply was that of placing the grievor on
unpaid leave. Arbitrator Crljenica concluded that 16 days of unpaid leave was
insufficient.
[102] In the case before me, by contrast, the Grievor was aware of the testing
requirement contained in the Directive no later than November 2, 2021. He was
placed on unpaid leave on November 8, 2021. On November 16, 2021, he was
given a 20 day disciplinary suspension, to be served from December 16, 2021 to
January 15, 2022, for failure to comply with another aspect of the Directive
related to testing. From January 15, 2022 until February 1, 2022, he remained
off work, on the false pretext that he was sick, but in fact because of an ongoing
refusal to test. On February 2, 2022, the Grievor called EMDC to determine if he
was scheduled to work, was told that he was, inquired whether he was still
required to test if he was unvaccinated, was told that he was and responded: “I
guess I won’t be coming in, cause I won’t test”. On February 9, 2022, the Grievor
was provided with the letter setting out the allegations for which he was ultimately
terminated, one of which was his refusal to test. At that point the Grievor had
refused to comply with the testing requirement of the Directive for at least 14
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weeks and had been off work as a result of that refusal for at least seven weeks.
In my view, this combination of events was more than sufficient to permit the
Grievor to reflect on his misconduct in refusing to comply with the Directive. It
was clear that he was not prepared to change his behaviour.
[103] His continued insubordination justified the termination of his employment.
[104] I turn to the effect of the Employer’s rescission of the testing requirement
effective May 1, 2023. I agree with the Employer that its decision to terminate
the Grievor a year earlier on May 2, 2022 must be assessed on the basis of the
situation at that time, not a year later: Québec Cartier v. Quebec [1995] 2 SCR
1095. The relevance of the rescission of the testing requirement on May 1, 2023
to the Employer’s decision to terminate the Grievor on May 2, 2022 is not
apparent and therefore it is not admissible for that purpose. It is at least
arguable, however, that it is relevant to the exercise of my discretion to substitute
a lesser penalty, and admissible for that purpose: see for example Natrel Inc. and
Milk & Bread Drivers, Dairy Employees, Caterers & Allied Employees, Local 674,
(2004), 134 L.A.C. (4th) 142 (Albertyn); OPSEU (Esser et al) v Ontario (Ministry
of Community Safety and Correctional Services), 2013 CanLII 4664 (ON GSB)
(Watters). I need not, however, decide that issue.
[105] Assuming without deciding I may consider that the Employer’s policies no longer
preclude the Grievor from working at EMDC, I would not exercise my discretion
to reinstate the Grievor. First, there is no suggestion of remorse on the part of
the Grievor. He simply does not accept that what he did was wrong. Second, as
argued by the Employer, the testing requirements related to a core duty of a
correctional officer: the care and custody of inmates. Further, those
requirements were designed to ensure the safety of the inmates and the staff
working at the facility. The Grievor’s refusal to comply with the testing
requirement, as well as his prior discipline for provocatively attending work
without being tested, flow from strongly held beliefs. The Grievor is entitled to his
beliefs. But he is not entitled to let those beliefs override his core duties as a
correctional officer. Nor is he entitled to put the safety of others at risk in the
pursuit of his beliefs. Should a conflict arise again in the future, I am not satisfied
the Grievor can be relied upon to put his beliefs aside, perform his duties in
relation to the care and custody of inmates and observe rules designed to ensure
the safety of the inmates and others. Third, among the grounds relied upon by
the Employer for terminating the Grievor’s employment was his fraudulent abuse
of the STSP scheme. Rescission of the testing requirement eliminates the
specific circumstance which gave rise to the abuse, but not the Grievor’s
willingness to do so. Abuse of sick leave is generally seen as very serious
fraudulent conduct which in and of itself justifies termination of employment in the
absence of compelling mitigating factors. There are none here.
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Conclusion
[106] For all of the foregoing reasons, all of the grievances are dismissed.
Dated at Toronto, Ontario this 8th day of August 2023.
“Ian Anderson”
Ian Anderson, Arbitrator