HomeMy WebLinkAboutWalker 12-09-30IN THE MATTER OF AN ARBITRATION brought pursuant to the Ontario Labour Relations
Act, 1995, as amended
(Grievance of Walker)
BETWEEN:
NORTH BAY PARRY SOUND DISTRICT HEALTH UNIT
(the “employer”)
- and -
ONTARIO PUBLIC SERVICE EMPLOYEES UNION
(the “union”)
AWARD
Arbitrator: Marilyn A. Nairn
Hearing held: September 6, 2012
(North Bay, Ontario)
APPEARANCES
For the union: Marion Melville
For the employer: Carl W. Peterson
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AWARD
1. This grievance concerns the proper interpretation of Article 16.04(b) of the collective
agreement. The parties are agreed that I have the jurisdiction to hear and determine the
grievance.
2. Article 16.04 provides:
(a) The Employer shall be allowed to flex the normal hours of work for full-time
employees between 7:00 a.m. and 10:00 p.m. from 7:00 a.m. Monday until 4:40 p.m.
Friday.
(b) An employee may flex his hours provided his supervisor authorizes it. Consent will
not be unreasonably withheld, provided the needs of the program are met.
(c) Work which is authorized and performed by full-time employees outside 7:00 a.m. to
10:00 p.m. from 7:00 a.m. Monday until 4:30 p.m. on Friday is considered overtime and
will be paid in accordance with Article 16.03
3. The hearing proceeded on the basis of agreed facts. The employer is a health unit. The
grievor, Kimberly Walker, is employed as a certified dental assistant and is a member of the
employer’s oral health team. There are twelve employees in that department providing dental
services in two program areas, the mandated program and a clinic program. The mandated
program primarily involves those services provided in the schools within the employer’s
geographic area. The employer contracts with a dentist to provide services in the clinic program.
Employees in the clinic program provide the necessary supportive dental services, including
hygienist and dental assistant services. At the time of the grievance, filed on October 5, 2011, the
grievor was employed in the mandatory program. Her supervisor was Pat Walpole.
4. Early in the morning of October 3, 2011 the grievor’s boarder fell at home and injured an
ankle. The grievor was scheduled to work from 8:30 a.m. to 4:30 p.m. that day. At 6:22 a.m. she
left a voicemail message both on the employer’s absentee call-in line and on Ms. Walpole’s
voicemail. The grievor advised that she was taking a non-family member to emergency; that she
did not know how long she would be, and that she would take float time to cover her absence.
There is no dispute that this reference to float time was a reference to the two float holidays
available to employees under Article 17 of the collective agreement.
5. The grievor arrived at work a little before 10:30 a.m. At 12:19 p.m. she sent an e-mail to
Ms. Walpole. Over the course of that day and the next, the following e-mail exchange occurred:
Grievor: I got in just before 10:30 this morning so I have to put in 2 hours. Of
course, I would like to flex but understand that it was not preauthorized.
Please advise if flexing is an option. If not, I’ll put in two hours of float…
Ms. Walpole: Thanks for checking in. I need you to take 2 hours of float because it was
not preauthorized….
Grievor: ……How does one request for flex time in this situation?
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Ms. Walpole: According to the collective agreement, flex time must be preapproved. For
this reason, a person would need to use other INFO HR options in this
situation. Examples might be vacation, float, or special leave for family
members. If a person has no time left, the request would be dealt with on a
case by case basis.
Grievor: I did as you requested and booked 2 hours of float time…. for today.
You have not answered my question “How does one request for flex time
in this situation?”
As well, I do not see where the collective agreement states, “flex time must
be preapproved”…I was not scheduled in the clinic and I was not
scheduled to be in a school today.
Ms. Walpole: When you called me yesterday morning, you left a message indicating you
would be taking the time you needed off as float time. Your e-mail below
at 1219 hours indicated “Of course I would like to flex but understand that
it was not preauthorized. Please advise if flexing is an option. If not, I’ll
put in for two hours of float.
It has been the practice of this team to have flex time preapproved prior to
requesting or taking it. For this reason, I indicated you would need to take
float time. As I indicated in my e-mail below, flex time in this situation
might be considered on a case by case basis if the staff member has no
vacation, float, comp or special leave time left in their INFO HR bank.
6. On October 3, 2011 the grievor was to be engaged in administrative work relating to her
job. She did not have a school visit scheduled for that day. She initially indicated to Ms. Walpole
that she would take only a half-hour lunch and use the other half-hour as flex time. Further
arrangements were never considered due to the employer’s position that the flex time request
was not pre-authorized.
7. The grievor used two hours of float time and filed this grievance. The issue is whether
Article 16.04(b) requires flex time to be pre-authorized. The remedy sought is the reinstatement
of two hours to the grievor’s float bank. The employer noted that, should the grievance be
successful, the grievor would also be required to work an additional two hours in order to be
placed in the same position she would have been in had the time been flexed on October 3, 2011.
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8. Neither party relied on any caselaw. Both agreed that it was necessary to discern the
intention of the parties through the application of the normal rules of contract interpretation,
attributing the normal meaning to the words used; giving meaning to all of the words used; and
doing so both in the context of the immediate provision and the collective agreement as a whole.
9. In brief it was the position of the union that, although the use of flex time required
authorization from the employer, nothing in Article 16.04(b) or elsewhere in the collective
agreement required that such authorization be given in advance. In the union’s submission the
employer was obliged to exercise its discretion and give consideration to the request, even on the
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grievor’s return to work, and that the collective agreement required the employer to exercise that
discretion reasonably.
10. The employer noted that the grievor told the supervisor that she would use float time, yet
subsequently filed a grievance when the employer accepted that option. However, the employer’s
primary position was that Article 16.04(b) required the authorization of flex time prior to it being
taken. The employer referred to Articles 2.01, 16.03, and 16.04(a) and (c) of the collective
agreement in support of its argument that the words used necessarily contemplated a request in
advance. Only in such a circumstance, argued the employer, would it be able to determine
whether program needs “are” met. Additionally, argued the employer, allowing flex time
requests to be made after the fact would simply encourage employees not to attend work during
their scheduled hours of work. There were other options should an employee seek time off with
pay, argued the employer. Nor, argued the employer, did it mean that the employer could not
reasonably exercise its discretion outside of Article 16.04(b) to allow the use of flextime in
appropriate circumstances.
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11. The fact that the grievor initially indicated that she would take float time for the absence
does not affect the proper interpretation of Article 16.04(b) or the grievor’s ability to pursue a
grievance. It is clear from her initial e-mail that the grievor was asking to use flex time, even
while she also appears to have anticipated a negative response from the employer.
12. Article 2.01 of the collective agreement sets out a broad management rights clause that
gives the employer authority to set schedules, determine hours of work, and authorize overtime.
In this case, pursuant to those management rights, the employer has established scheduled work
hours for its employees. However, Article 16.04 of the collective agreement also speaks directly
to those scheduled hours of work.
13. Article 16.04(a) expressly gives the employer the right to require a full-time employee to
flex their normal hours of work within certain parameters of time, in order that the employer may
avoid the payment of overtime. Article 16.04(a), for example, entitles the employer to require a
full-time employee whose normal hours of work are 8:30 a.m. to 4:30 p.m. to work until 5:30
p.m. on a given day. There is no dispute that this is done in response to business needs, for
example, if the appointment for a client in the dental clinic runs longer than anticipated and goes
beyond 4:30 p.m. In that instance, the employee is not treated as having worked overtime
requiring the employer to pay time and a half. Rather, the employer “force flexes” (the parties’
terminology) the additional hour worked and directs the employee to come in late or leave early
on another day. Article 16.04(a) exists as a mechanism for the employer to avoid having to pay
overtime in circumstances where the nature of its various programs may require some flexibility
in the work schedule.
14. Article 16.04(b) is a mirror provision to Article 16.04(a) and is arguably a kind of quid
pro quo. It provides the opportunity for an employee to request to work outside her scheduled
hours of work by “flexing” her hours. The term “flex” derives from the word “flexible”, leading
one to conclude that, notwithstanding the employer’s right to schedule hours of work in Article
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2.01 of the collective agreement, the parties have, in Article 16.04(b), expressly agreed to
incorporate some degree of employee-initiated flexibility into those scheduled hours of work.
15. That opportunity requires the supervisor’s authorization. However, the provision does not
state that authorization must occur in advance. If intended, it would have been a simple matter
for the parties to state, “provided his supervisor pre-authorizes it”, or, “authorizes it in advance”.
The parties did not use such a limitation.
16. The employer relies on the verb tense in the phrase “provided the needs of the program
are met” to assert that this necessarily implies a review in advance of an absence during
scheduled hours of work. I am not so persuaded. Article 16.04(b) states simply, “provided his
supervisor authorizes it”. As noted above, there is no temporal limit in the phrase where it would
normally be expected. Attributing the normal meaning to the words used leads to a conclusion
that a decision to authorize flex time may be taken at any time; before, during, or after an
absence during scheduled hours of work. There is nothing inherently unusual about an employer
characterizing the nature of an absence from scheduled hours of work after the fact of that
absence. The words “are met” do not act to limit that broader temporal opportunity to authorize
flex time. Whether program needs are met speaks to whether consent will be given, not when it
will be given. Those words recognize and reinforce the parties’ agreement that legitimate
program needs take priority over an employee flex time request.
17. That assessment of program needs is made at the time of determining whether to
authorize the flex time request. The facts of this case provide a good illustration. There was no
suggestion that the grievor’s absence during her scheduled hours of work on the morning of
October 3, 2011 had any negative impact on program needs. Had the grievor’s unexpected
absence resulted in some jeopardy to program needs, that would be reason to deny flex time and
require the employee to utilize some other entitlement in order to be paid for time absent from
her scheduled hours of work. However, had the grievor in this case been able to actually reach
her supervisor prior to her scheduled start of work, there is nothing in the evidence that would
support a refusal of the grievor’s request, including any concern about program needs. There is
simply no basis for reaching a conclusion that the authorization of a flex time request be
dependent on whether one can reach one’s supervisor in time.
18. Article 16.04(b) provides that the employer’s consent “will not be unreasonably
withheld”. That consent is derived from an exercise of the employer’s discretion. That discretion
is to be exercised reasonably. A key factor for the employer is whether legitimate program needs
are met. There was no suggestion in this case that program needs could not have been met by, for
example, the grievor flexing time by working a shorter lunch and staying later that day.
19. The employer noted that it could still exercise its discretion “outside of Article 16.04(b)”
and allow flextime in appropriate circumstances. That opportunity was referenced in the e-mail
exchange where the supervisor indicated that the employer would consider a flex time request
made after the fact on a case by case basis if the staff member had no other entitlement such as
vacation, float days, or special leave to cover the absence. This is effectively an assertion that the
employer could simply exercise its discretion pursuant to the management rights clause of the
collective agreement.
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20. The notion that any residual discretion with respect to employee flex time requests rests
in the management rights clause of the collective agreement is dependent on a finding that the
collective agreement is otherwise silent. Yet the opportunity to make flex time requests is
expressly provided for in Article 16.04(b) of the collective agreement. And that provision deals
expressly with the exercise of an employer discretion. The employer’s claim that there may be
circumstances where it can appropriately exercise its discretion ‘outside of Article 16.04(b)’ to
authorize flex time after the fact, in my view, simply highlights how one must contort the
language of Article 16.04(b) in order to conclude that the exercise of discretion under that
provision is time-limited.
21. Article 16.04(b) provides an employee with a specific opportunity to request flex time. It
is subject to employer authorization. That consent is not to be unreasonably withheld. There is
nothing in the language of Article 16.04(b) or the collective agreement as a whole that could
reasonably lead one to conclude that the parties intended that the employer’s discretion to
authorize flex time requests would be exercised differently or not at all depending on when the
request was made. A reasonable exercise of discretion requires that the employer not fetter its
discretion inappropriately and that it consider each request on its merits, and subject to the stated
concern for legitimate program needs.
22. There is no doubt that, practically speaking, requests for flex time should be made in
advance. Otherwise an employee runs the risk that her request will not be approved and other
entitlements would have to be used to ensure no loss in pay arising from the absence. The
employer’s ability to respond to an unexpected absence is also a factor in assessing whether
program needs are met. However, where, as here, the request is in response to an emergency, the
employer was promptly notified of the absence, and authorizing the request would have resulted
in no impact on program needs, I am satisfied that the employer improperly exercised its
discretion by denying the request on the basis that it was not pre-authorized.
23. Having regard to all of the above, I find that Article 16.04(b) of the collective agreement
does not require pre-authorization of a request to flex time. The grievance is therefore allowed.
24. Should the grievor wish to have the two hours of float time restored to her float bank for
2012, she is required to arrange with the employer to work an additional two hours at a mutually
convenient time. I will remain seized with respect to any issue concerning the implementation of
this award.
Dated at Toronto, Ontario this 30th day of September, 2012.
__________________________________________
Marilyn A. Nairn, Arbitrator.