HomeMy WebLinkAbout1982-0100.Chang.82-09-17IN THE MATTER OF IW ARBITRATION
Under
THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT
Before
TiiE GRIEVANCE SETTLEMENT BOARD
Between:
Before:
For the Griever:
For the /Employer:
Hearing:
OLBEIJ (Margar-t Chang)
and
The Crown in Right of Ontario
(Liquor Control Board of Ontario)
K. Swinton - Vice-Chairman
I. Thomson - Member
A.G. Stapleton - ,Member
G. Surdykowski, Counse!
Golden, ievinson
Barrisrers & Solicitors
J. Murray, Counsel
Hicks, Morley, Hamilton, Stewart 5~ Storie
Barristers & Solicitors
July 25, i982
Crievor
Employer
-2-
This is a promotion case, arising out of a grievance by
Mrs. Margaret Chang that she should have been awarded the job of Clerk 3
Payroll, as she was qualified for the position and had greater seniority than
the successful applicant, Ms. Lynda Davies. Ms. ‘Davies was given notice of
this hearing, but she chose not to appear.
The collective agreement provides a “sufficient ability” clause
in job postings. Article 16.6(a), the applicable provision, is as follows:
Where employees are being considered for promotion,
length of service from appointment date will be
the determining factor provided~the employee is
qualified to perform the job.
This clause gives significant weight to. seniority, providing that the m&e
senior employee in a jobs competition should get the position if he or she is
qualified. The more senior employee need not be the best candidate, SO
long as he or she meets the threshold qualifications.
In deciding whether the employer has properly applied such a
clause, there has been some debate as to the role of an arbitration board.
The debate has focussed~on the significance of the decision of the Ontario
Divisional Court in Canadian Food and Allied Workers Union, Local 175 Y.
Great Atlantic and Pacific Co. of Canada Ltd. (19761, 76 CLLC para. 14,
056, where an arbitration award was quashed because the board had asked
itself whether the employer acted reasonably, ;bon&t~ly and without ~_I.
discrimination or bad faith in a job’posting. Cory J. stressed the need for
the board to proceed beyond this inquiry and to ensure that the collective
-3-
agreement had been complied with. Subsequent boards of arbitration have
interpreted this to mean that their task is to ensure that the employer
acted correctly, unless the parties have included a clause to the effectthat
“in the employer’s opinion”, an applicant is. qualified. With such a
restriction, boards should then employ a reasonableness test (Re Phillips
Cables Ltd. and International Union of Electrical, Radio and Machine
Workers, Lot. ‘525 (1977), -16 L.A.C. (2d) 345 (Adams) at p. 365; Re
Governing Council of University of Toronto and Canadian Union of Public
Employees?. Local 1230 (1979), 24 L.A..C. (2d1 97~cBurkett) at p. 105).
Counsel for the,:einployer argued that the board~should follow
the cases which interpret the A EC P case as leaving the scope of arbirral
review unchanged (e.g. Re Borough of Scarborough and CUPB, Local 545
(1977), 14 L.A.C. (2d) 210 (Schiff); Re McGraw Edison of Canada Ltd. and
Int’l. Union of Electrical, Radio & Machine Workers of America, Local 595
,+ (1977), 16 L.A.C. (2d) 337 (Brown)). However, the interpretation of A & P
as imparting a correctness standard, rather thana reasonableness standard,
in.reviewing the employer’s decision has been the practice of this board (Re
Remark and lMini.stry of Revenue, 149/77; Re Quinn and Ministry of
Transportation and Communications, 9/78). This is true despite the award
in Gavel and Ministry of Health ‘145/80 @arton), which was cited 10 us and
-.
which appears to employ a reasonableness standard (p. 5).
Our task, then, is to ask first, whether the employer acted
reasonably, honestly, and without discrimination or bad faith in establishing
the qualifications for the position and, second, whether the
-4-
employer applied those criteria correctly to the griever.
The position sought by the griever is that of Clerk 3 Payroll.
There are six Payroll Clerks, who each handle.approximately 100 Stores
with 800 employees. The Clerk receives X9 and X9A scanner forms filled
out by the Store Manager or Bookkeeper. The X9 records attendance and
overtime for permanent employees, while the X9A records hours for
temporary employees. Ihe Clerk enters the totals in a control ledger and
then sends the scanner sheets to Data Processing. Subsequently, she must
baIance her control ledger with the hours accepted by Data Trocessing.
The Clerk also makes handwritten changes in four ledgers which sine
maintains: one each for payroll and deductions for permanent and
temporary employees. Sine makes manual changes in these ledgers using
information from Personnel, for example if a person is ,absent without pay,
and then fills out a coded change sheet to send to Data Processing.
Cheques arti run only if the data accepted by Data Processing balance with
these ledgers.
Other aspects of the Payroil Clerk’s job include filling out the
Record’ of Employment form for Unemployment Insurance, entering
Garnishees, and making calculations for Service and Earnings Reports.
These reports result when an employee is appointed to permanent from
temporary staff. Because such an employee can pay back pension for the
period of temporary employment, it is necessary to search through past
payroll records to see how much was earned and the pension contribution
for’ those earnings. Payroll Clerks are also in frequent contact with other
-5-
employees, explaining deductions made or why an amount was paid. ,A\:
times he or she is in contact with Personnel or Store Managers.
Mrs. Norma Lien, Payroll Supervisor, testified that the job
requires an ability to work fast. It is necessary for Clerks to try to balance
to dummy registers with changes made up to Wednesday afternoon by
Thursday morning, in order to get further change sheets to Data Processing
so that cheques can be issued. The Data Centre has only certain times at
which it accepts input. She stated that the job qualifications included
knowledge of bookkeeping, skill in the use of a calculator, ability to type,
Grade 12 or a commercial course, an ability to communicate, and an ability
to work fairly quickly. Mrs. Lien subsequently admitted that typing was
not really necessary today, and many Clerks handwrite reports and
correspondence.
The griever emigrated to Canada from India 15 years ago. She
had Grade 13 education in India and completed a Canada Manpower course
for Clerk Typists at George arown College about 14 or 15 years ago. The
course lasted eight to 10 months and included bookkeeping, typing, English,
LMath and business machines. Subsequently, she took a three-month
keypunch course. Her work experience since has largely been in the
keypunching area, although she did record cheques and balance the bank
statement for one employer. In ivlarch, 1976, the griever joined the LCBO
as a Keypunch Operator. She is now a Keypunch Operator 3 and has been
at the maximum of her position for two years.
-6-
The grievor was interviewed by Urs. Lien for the opening. The
interview was only five to 10 minutes in her memory, while Mrs. Lien said
that it took 10 to 15 minutes. Mrs. Lien showed her one of the ledgers and
described the job briefly. The griever, who has a ,pronounced Chinese
accent, was asked if she would have difficulty on the telephone, and she
said that she did not think so, if she talked slowly. The griever admitted
that she had not typed in a long time, but felt she could pick it up. Sine
testified that she told !Mrs. Lien of her bookkeePing experience (the
Manpower course and the cheque balancing), although not in a great deal of
detail, because Mrs. Lien did not ask. .Mrs. Lien, however, testified that
the griever mentioned only that she had had bookkeeping experience in
India.
Urs. Lien gave several reasons for not choosing the griever.
She felt that the griever’s bookkeeping experience was inadequate and that
she would have difficulty in communication. As well, the gr,ievor’s 1.~~
supervisor, .Mrs. Ivy, had discussed the griever’s job performance with
Mrs. Lien. Mrs. Ivy also testified before this board. Mrs. Ivy, who
supervised the griever for six years, felt she had productivity problems. Of
six Keypunch Operators, the grievor .is in the two lowest positions in terms
of productivity. Mrs.~Ivy also felt that the griever was slow in training for
new tasks, and she had observed this’ in training her for the job in the Data
Centre and for the control station there. :Mrs; Ivy attributed this to a
combination of learning and language problems. Mrs. Ivy also expressed
doubts about the grievor’s ability to communicate, although Mrs. Ivy speaks
with an accent herself and the presence of two accents may have
compounded communication problems. Finally, Urs. Ivy expressed doubts
.:
about the griever’s ability to respond to deadlines, as she testified that the
griever became nervous and made errors when she is on the control station
and under pressure.
This case is somewhat unusual in the kind of qualifications
sought’by the employer. Normally, an employee must be qualified for the
job at the time of the posting, absent a provision in the collective
agreement providing for a training period (Re Barry tid Liquor Control
Board of Ontario, 334/80). Here, the employer did not expect the applicant
to be fully qualified at the time of the posting. Two witnesses for the
union, Mrs. Rowena Tieche and Mrs. Diane Mignault, testified that it takes
several months to learn the Payroll Clerk job and Mrs. Lien confirmed this,
saying that after about three months’ training with the Assistant
Supervisor, the employer would know if the employee could do the job.
Therefore, the object of the job competition was not to find a fully
qualified empioyee, but one>.capable of picking up the rudiments of the job
within three months.
This does not, however, convert the provisions of the collective
agreement into providing a trial period’ for the job. A training period
creates expense for the employer and an employee who could not do the job
at the end of the training period is not be entitled to training.
Despite Mrs. Char@ seniority, we do not feel that she was
qualified, even for the training period. Mrs. Lien felt that some current
bookkeeping experience was necessary, and it is clear from the evidence
that some experience with balancing was needed to facilitate training and
-8-
performance. The grievor had no real bookkeeping experience in the last
15 years and had taken only the Canada Manpower Course. The other
Clerks who testified had had some related bookkeeping experience before
embarking on training and even then at least three months training was
needed for them to do the job. Without some demonstration of ~related
bookkeping or accounting experience, it would be more difficiilt to learn
the job. The grievor failed to show either Urs. Lien or this Board that her
?nanpower course would assist, and it is doubtful that a course 15 years in
the past would be of much assistance- today.
In addition, the Clerk’s job requires the employee to work under
pressure, and Mrs. Ivy testified that the grievor has difficulty in working
under pressure and preserving accuracy. As well, ‘the fact that the griever
works below the median productivity rate in her department is relevant in
considering whether she would be able to meet deadlines in a new type of
job.
It also appears, from Mrs. Ivy’s evidence, that the griever does
not learn new procedures quickly. This is relevant to the question whether
she would be able to pick up the new procedures within three months. In
concluding that she would have some difficulty in doing so, we do not wish
to oveist’ate the complexities of ‘the job. Uuch of it is routine clerical
work. However, an ability to balance ledgers and some knowledge of
bookkeeping is important.
Finally, we come to the language issue. It appears, ~from the
hearing, that the griever would have some difficulty in responding to
-9-
employee inquiries over the telephone and explaining problems to them,
particularly if they spoke quickly or became hostile. Admittedly, she was
nervous at the hearing and some of her difficulties in responding to
questions in cross-examination may have been due to this setting.
However, Mrs. Ivy and Mrs. Lien have seen her in other settings and both
felt that she would have some difficulty in understanding and .making
herself understood on the telephone. This communication function is an
important part of the job. While the griever has worked successfully in
English for 15 years, she has never had to deal with inquiries as a regular
part of her job.
Therefore, we do not find that the grievor was qualified, and
for these reasons, the grievance is dismissed.
Dated at Toronto this 17th day of September, F33.2.
K. Swinton Vice Chairman
“I dissent” (see axtached)
I. Thomson Member
/lb
DISSENT
With great respect for my colleagues on this Board
I find I cannot agree with their decision.
Nhile I believe Mrs. Lien is sincere in her desire to
have the best people in her Department I feel she is judging
Nrs . Chang too harshly.
Vhile the grievor'does not have any current experience
as a Bookkeeper she has had some experience and a general course
taken at George Brown College, albeit it was a number of years ago.
iJhile each bookkeeping job may have some different routines the
basics~'are~ always the same and it should not take anyone very
long to pick it up.
Mrs. Diane ."lignault who is a Payroll Clerk 3 testified
she thought the grievor would be able to do the job.
Mrs: Chang obviously wants the job and in my opinion is
entitled to the chance. However, if one of Mrs. Lien's require-..
ments is that the'person must have current experience to be
considered it would appear Mrs. Chang is effectively stopped from
ever reaching her goal unless she quits her job.
I feel the grievor should have ~been given the job or at
least the opportunity to qualify, since in my opinion a training
period is provided for in the Agreement.
I would have allowed the grievance.
I. Thomson hiember