HomeMy WebLinkAbout1979-0024.Elesie.80-10-01IN THE MATTER OF AN ARBITRATION
Under The
CROWN EMPLOYEES COLLECTIVE BARGAINING ACT
Before
THE GRIEVANCE SETTLEMENT B3ARD
Between: Mrs. Helen Elesie
and
The Crown in Right of Ontario
Ministry of Health
Hamilton Psychiatric Hospital
Before: Professor Katherine Swinton Vice-Chairman
Mr. K. W. Preston Member
Ms. E. McIntyre Member
For the Grievor:
Mr. George Richards, Grievance Officer
Ontario Public Service Employees Union
For the Employer:
Mr. Lorne Jarvis
Regional Personnel Administrator
Hamilton Psychiatric Hospitai
Wearing:
lugust ZOth, 1960
Suite 2100, 168 kndas St. lies<
Toronto, antsrio
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This is a grievance in which Mrs. Helen Elesie claims that
she has been unreasonably denied compassionate leave under Article
16 of the Benefits Agreement (October 1,.1977 to September 30, 1978).
Mrs. Elesie is a Clerk General in the Medical Records Section
of the Hamilton Psychiatric Hospital. The events giving rise to this
grievance occurred in early November, 1978. On Monday, November 6,
1978 she received a telephone call from her son, who was on a combined
business and pleasure trip in Halifax. He informed her that he and
his wife had been involved in a serious car accident that day.
While he was injured but not hospitalized. his wife had suffered a
broken back and ankle. The grievor testified that she was very con-
cerned, but did not go to Halifax imnediately as her son asked her to
wait until he had further news from the doctors about his wife's
condition.
The grievor went to work the next day. She was upset and
told her supervisors, Mrs. Bryers and Ms. Austin, the news and inquired
about leave from Mrs. Bryers. On Wednesday., she stayed home because
she was so upset. Her son called that night to tell her that his wife
had undergone an operation. A plate had been put in her ankle and she
was now on a striker bed for her back. Mrs. Elesie's son asked her
to come to Halifax to give special care to his wife in the hospital during
the following week, as he had to return to work and he could not afford
to hire a private nurse. No other family members were available to
attend her.
Mrs. Elesie went to work the nex t day and contacted Marjorie
Robertson in Pers'onnel to ask about leave. .Ms. Robertson SubsesuentlY
told her that she would not be granted compassionate'leave under the
collective agreement, as she had not left for Halifax imnediately on
hearing of the accident. The grievor did have four days of holidays
scheduled for the following week (November 14 to 17), and it was
suggested that she could use those.
The grievor, dissatisfied with the response, then drafted a
memo "To #horn It May Concern" (Ex. 2), requesting leave because of the
car accident, and gave it to Ms. Austin, the Chief Librarian. Austin
recommended that leave be granted and forwarded the memo to Mr. Morin.
the Administrator- of the Hospital,. No reply was received by Mrs.
Elesie on Thursday or Friday, despite several calls to Morin's office.
Therefore, on Saturday she left for Halifax. She returned to work on
November 21 after the Remembrance Day holiday and her four vacation'
days. She subsequently heard from Austin or Dryers that her request
was refused, although no written'reasons were given.
Mr. Morin, the Administrator, gave evidence as to why he
denied the request for leave. After receiving the grievor's memo,
he sought additional information from Ms. Austin. He then decided to
deny the request for several reasons: the fact that the injuries were
not serious enough to warrant leave; the delay between the accident
(November 6) and the dates requested for leave (November 14 to 16);
the possible availability of other relatives; and, possibly, the fact
that Mrs. Elesie's vacation was coming up. He said that he understood
from Ms. Austin that surgery had not yet occurred and would take place
the following week. For him, this was an important factor, for he feels
that compassionate leave should only be granted in emergency situdti@flS
which are personal in nature. Mrs. Elesic's departure, almost one week
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after the accident, was characterized by him as a "pre-planned" event, rather
than dn emergency, and, therefore $'not a proper reason for granting discretionar)
leave.
The dispute in this case centers on Article 16 of the Benefits
Agreement. It reads:
Article 16 - Special or Compassionate Leave
16.2 A Bputy Minister of his designee may grwt
an employee leave-of-absence with pay for not
mfe than three (3) days in a year upon special
or compassionate grounds.
While the wording appears to confer a broad discretion upon the employer
in deciding whether-to grant special or compassionate leave, it is well
established that such discretion must be exercised reasonably and non-
discriminatorily (Young and Ministry of Community and Social Services,
220/79: Figliano and Ministry of TrmSporatiOn and Commmications,
19/80). While the young and Figlimo cases dealt with the general
leave of absence provision in Article 29.1 of the Working Conditions
Agreement, the standard of reasonableness and non-discrimination mentioned
in those cases applies as well to the special and compassionate leave
provision in the Benefits Agreement, for both articles are framed so as
to give the employer discretion in deciding whether to grant leave.
In the ycrunq case Isupralthis Board stated that its role in
reviewing management's decision was restricted: it should consider the
reasonableness of the decision, but not its correctness in the Board's
view (p.6). In exercising that role, one of the Board's concerns is to
determine whether the employer had sound reasons for distinguishing between
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applicants who received different treatment. If one employee received leave
and another was denied leave, there must be something in the circumstances
surrounding,the two applications to justify the differential treatment.
Otherwise, the employer must be regarded as acting arbitrarily and
unreasonably. Therefore, it is important that the employer establish some
criteria to guide his decision about granting or denying leave so that like
cases are treated alike.
Beyond that, however, is another concern about reasonableness.
! The standards or criteria established must themselves be reasonable. For
example, in young, the Board considered the employer's staffing requirements
to be a reasonable criterion for denying leave. The cases discussed in
young show a concern that the employer's interest be balanced against th,e
employee's.
Turning to the present case, there are two grounds for concern
about the employer's action in denying Mrs. Elesie's request for compassionate
leave. The first is with regard to the equal application of the criteria
established by the Administrator, Mr. Norin. to guide him in making his
decision as to whether to grant compassionate leave. Mr. Morin said
that he granted leave when there was an (1) an unplanned event (2) of a
personal nature (3) which was "emergent" in character. In applying these
criteria he agreed that the accident here was both unplanned and of a
personal nature, but he denied leave because he felt that the circumstances
did not constitute an emergency. A< stated earlier, he believed that the
surg.ery was to occur in a week and was, therefore, "pre-planned."
It is difficult to hold that Mr. Morin's decision was reasonable
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in light of the evidence presented at the,hearing as it appears to have
been affected by a misunderstanding of the circumstances. The reason
that Mrs. Elesie delayed her trip to Halifax for almost one week was her
son's request to postpone her trip until she was needed - that is, when
all the circumstances of her daughter-in-law's condition were known and
when it was determined that she could provide special nursing care. At
the time she went to Halifax, it appears that there was an urgent need
for her services and in circumstances that can easily be described
as an emergency. On Mr. Mot-in's criteria for compassionate leave, then,
one would think that she should have been granted leave. To deny that leave
seems to result in treatment for Mrs. Elesie that is different from that
accorded other employees and to do so without adequate reason.
In reaching that conclusion,,we are not unmindful'of the
submission of counsel for the employer that the Board should not second guess
management's decision in deciding reasonableness. However. in the circumstances
we feel that we are not doing so. Mr. Morin's testimony indicates that he
misunderstood Mrs. Elesie's circumstances and the reason for her delayed
departure. Furthermore, he placed his own interpretation on facts which
he heard second hand from Ms. Austin. The latter felt this to be an
emergency. We appreciate that it would be administratively unfeasible for
Mr. Morin to consider every request for leave on the basis of personal
consultation.with the applicant, and we would not require him to do so.
A supervisor in his position must rely on his subordinates for advice
and the funnelling of relevant information. On the basis of this
information he may well assess a situation differently from some of these
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subordinates. However, in doing so, the supervisor must ensure that he
understands the facts correctly and that he takes into account the importance
of the assessment of the situation by one who is close to the employee
involved and able to consider the degree of distress experienced by the
employee first-hand. Had Mr. Morin taken these considerations into account,.
it is difficult to see how he could treat this as a pre-planned event and not
an emergency, distressing to Mrs. Eles,ie. Therefore, he acted unreasonably,
in applying his own criteria for compassionate leave.
There is a further ground for.concern in this case. While we
conclude that Mr. Morin acted unreasonably in applying his criteria for
'leave, the criteria-themselves are subject to question on the grounds
of reasonableness. Article 16.1 of the Benefits Agreement speaks of
“compassionate” leave, not "emergency" leave, yet emergency is a.ma.ior,
and determining, factor in Mr. Morin's decision whether to grant such leave.
Compassionate leave is granted to an employee when he or she is in a
situation deserving of sympathetic treatment. This would obviously include
emergencies beyond the control of the employee, as Mr. Horin said - for
example, 'a fire destroying the employee's home or an accident to a spouse
which calls the employee away from work.' However, it is unnecessarily
restrictive to say that compassionate leave should be confined to such
emergencies, for what could be called a "planned event", such as major
surgery for a spouse or a court date for a child scheduled in advance, may
also be regarded as circumstances requiring compassionate treatment by an,
employer.
In this case, the griever was met with circumstances beyond
her control - a serious car accident to her son's wife. It was a diszurb'ng
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and emotional event, which she felt required her attention and presence
in Halifax, albeit at a date after the precipitating event. Although
she did have a scheduled vacation upcoming, that should not be determinative
here. Had she received a favourable response to her leave request,
she could.have prolonged her stay with her daughter-in-law beyond
her vacation time. Had she left as soon as her son phoned, she might
have had a longer period with them. Furthermore, she was forced to change
her vacation plans because of the accident and the need for her care. Rather
than militate against her request, these are facts which would appear relevant
to the consideration of whether she was deserving of compassionate leave.
Again, the Board is aware of the danger of substituting its
judgment for that of management. Nevertheless, just as the Board should
show deference and not decide "correctness" when its concern is one of
reasonableness, it should not construe "reasonable" to mean "any possible
reason". There must be sound reasons for the decision to deny "compassionate"
leave and those reasons must take into account the sympathetic aspects of
the request for compassionate leave as well as their emergency nature.
In conclusion, the grievance is allowed. The grievor has been
unreasonably denied compassionate leave. As provided for in Article 16.1
of the Benefits Agreement, she should have received three days' compassicnate
leave with pay. Therefore, as requested in the grievance, she should be
credited with three'days' vacation credit. The Board will retain jurisdiction
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to deal with any disputes about the implementatien of this award.
Dated at Toronto this 1st day of October 1980.
mherine Swinton- Vice-Chaim
*I Dissent
K. W. Preston
I Concur
E. McIntyre
Member
P:ember
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Dissent - Article 16.1 does confer a broad discretion upon the employer
in deciding whether to grant special or compassionate leave.
There was no evidence of discrimination against the grievor.
The Management criteria for granting leave has been exercised
in a consistent manner, While I may disagree with the basis
for granting or not granting leave I do not find the criteria.
unreasonable.