HomeMy WebLinkAbout1984-0830.Davies and Lawless.86-05-13830/84
831/84
IN THE MATTER OF AN ARBITRATION
Under
THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT
Before
THE GRIEVANCE SETTLEMENT BOARD
Between: Amalgamated Transit Union, Local 1587 (Eaton Davies & Michael Lawless) Griever,
-and- '~>. .
The Crown in Right of Ontario
(Toronto Area Transit Operating Authority) Employer
Before: R. L. Verity, Q.C. Vice-Chairman
J. McManus Member
I. J. Cowan Member
For the Grievor: J. K. McDonald
Counsel
Sack, Charney, Goldblatt & Mitchell
Barristers & Solicitors
For the -Employer: W. J. M. Hanson
Counsel
Osler , Hoskin & Harcourt
Barristers & Solicitors
Hearing: January 28, 1986
DECISION
,i~
In this matter, similar.Grievances were-filed by Eaton
Davies and Michael Lawless-in September~of 1984. Both employees
received two days suspensions without pay for re.fusal to work
assigned mandatory overtime on Sunday, September 16, 1984.
management's rights provision of Artic
The Grievandes alleged that management had violated the
le 6 as well as Articles
alleged discipline without
all lost wages and
17.1 and 22.1. In sum, the Grievances
just cause and sought compensation for
ben.efits.
Essentially, the facts. are. not in d~i~spwte. The Employ-
er opepates a commuter bus service as part of 'co Transit's
operations. The bus service functions at peak capacity during
rush hour periods Monday to Friday of each week.
Both Grievers work at Steeprock garage wh ich is a
garage maintenance facility for the maintenance and repair of
Go.Transit buses. The garage operates seven days a week,
'although weekend activity is, limited and in particular Sunday is
a day of,minimal service. Normally, approximately 25% to 30% of
garage personnel are required to work on weekends.
The Griever Davies is a "Repair Mechanic" who has
accumulated seniority since October, 1979. Michael Lawless is a
..,
"Bodyman" with seniority also dating back to 1979. Both employ-..
ees are required to work 40 hours per week, eight hours per day.
The Grievers' normal work days are Monday to Friday and~regularly
scheduled days off are Saturday and Sunday.
Go Transit made the decision to participate, fully in
the official Toronto-visit of Pope 3ohn Paul II (September 14 to
September 16, 1984). Accordingly, all 186 Go Transit buses were
placed.in operation on those dates. In addition, Go Transit .,.
assumed responsibility for the maintenance and repair of all
out-of-town buses.
In a Memorandum dated August 29, 1984, the ~Employer
requested employee volunteers for weekend overtime assignments
dur ing the Papal visit. The Memo read a's follows:
"Work Schedule for September During Papal
Visit
The Papal Visit scheduled for 14th September',
1984 will place a heavy demand on transporta-
tion services supplied by GO Transit. The
Jus Operations Section will be operating most
of the active fleet on the above dates. It
will the'refore be necessary for the Bus Main-
tenance Section to supply adequate services
during that period as well.
We are requesting volunteers in the classifi-
cations listed on the attached schedules to
'work on the dates specified. Employees on
vacation, sick leave, WCB leave or-approved
leave will be exempted.
Overtime rates will, be paid to employees not
normally scheduled to work on the subject
dates."
The response to that Memo, was somewhat less than over-
whelming. Some 22 employees volunteered for overtime assignment
on Saturday and Sunday, whereas the Employer required some 67
employees to work on those days.
Management then exercised its rights under Article 22.1
of the Collective Agreement and issued a second Memorandum dated
September 11, 1984 which purported to assign dray work to certain
employees on mandatory overtime assignments based on seniority on
'.
Saturday, Septe~mber 15. and Sunday, September 16.
Neither Griever was ,required to work on Saturday; how-
ever, both were assigned in the September 11 Memo to work the day
shift (7:30 a.m. to 4:DO p.m.) on Sunday,~Sept.ember 16.
The Collective Agreement provides that an employee may
be .exonerated from mandatory overtime where “there are sufficient
grounds for excusing such employee".. The Grievor Davies told
Foreman Dan Hopkins on September 12 that he would not work on
Sunday. The following day, Davies again ap.proached his Fo~reman
giving reasons for refusing to work, namely "family commitments"
and "Church attend'ance;'. Th,e Griever refused to expand upon
those reasons and refused to put them in writing. On Friday,
September 14~, the Gri-evor again approached his Foreman, and in
addition ~spoke with Garage Supervisor Andy Hoornweg. Mr.
Hoornweg referred the matter to his supervisors and subsequently
j
on Friday, the Griever was advised that his request had,, been
denied:;-
The.Grievor Michael Lawless advised .Foreman Wayne Labbe
on September 13, that he would not work on Sunday because he had
to attend Church. The Griever refused to put his reque'st in
writing: The Foreman wrote a Memorandum to Garage Supervisor
Hoornweg on the Griever’s behalf.. On Friday, 'September 14, the
Griever-was advised by Foreman Labbe that, ‘;C,hurch attendance" was
not a sufficient reason to refuse the mandatory overtime
assignment.
Foreman Labbe advised-the Grievor Lawless that other
employees who had requested exoneration had been declined, both .
for reasons of “Church attendance" and for "unidentified personal
reasons". Mr. Lawless asked his'foreman what would happen if he
did not report for the mandatory assignment. Foreman Labbe
replied ‘that it was not his decision to make, but in his opinion
that the,consequences for a "nd-show" would be severe. \
.Neither Griever reported for work on Sunday, September
16, nor did either Grievor call in before the commencement of the
Sunday shift. However, both Employees did report for their regu-
larly scheduled shifts on Monday, September 17. Each Employee
was questioned by his respective Foreman regarding the failure to
report on Sunday. ,The Grievor Lawless expanded on his initial
reasons to some extent when he told Foreman Labbe that he took
the day off not only to attend Church but "for personal
reasons". Foreman Labbe reminded the Griever Lawless 'that Church
a.ttendance had not been accepted as.a valid re’ason and that if he
was unable to attend work for personal reasons he was still
required to call in.' :
Both Grievers received two days suspensions without pay
which were served on September 17 and 18.
Essentially, there are two Articles in dispute, namely
Articles 17.1 and 22.1.
"ARTICLE 17 - DAYS OFF
17.1 The Employer shall schedule two (2)
consecutive shifts off for each employee each
week provided that it is recognized that due
to the nature of the Employer's operation in
providing a public.qervice, the scheduling of
two (2)~ consecutive, shifts off may not always
be feasible.. Nothing herein shall prevent
shifts off being non-consecutive'if agreed
upon between the employee and the Employer."
"ARTICLE 22 - HOURS OF WORK
22.1 The normal hours of work for all
regular full-time employees shall consist.of
40 hours per week and eight hours per d.ay.
'The normal hours.of work are stated solely
for the purpose of calculating overtime, and
shall not be construed as.a guarantee of any
minimum number of hours to be worked.
Overtime rates shall be calculated on the
employee's base hourly rate excluding all
bonus and premiums. Overtime shall be
voluntary provided that if the Employer can-
not fulfil its overtime requirements through
volunteers, it may require employees to work
overtime. In making any such compulsory
overtime assignment, the most junior employee
in the classification affected shall be
assigned the overtime, unless there are
sufficient grounds for excusing such employ-
ee."
Counsel for the Employer contended that management had
not violated any provision of the Collective Agreement. Specifi-
cally in the absence of particulars, it was contended ~that no
sufficient grounds had been advanced to justify exoneration of
either Griever and that the refusal to work constituted insub-
ordination. Under Article 17.1, Mr. Hanson argued that "two
consecutive shifts off"- meant shifts and not days off, and that
.
alternatively, the Employer had relied u'pon the feasibility
prov.ision.
Counsel for the Union argued that no d iscipline should
be imposed upon either Griever. It was submitted that the Griev-
ors had requested exemption for Sunday mandatory overtime for
valid religious reasons and that there was 'no reason adva-riced by
the Employer why t'hese re,quests were refused, given the fact that
no Papal event was scheduled for Sunday, September 16. -~Mr.
McDonald contended that the Employer violated the Collective
the Griever Davies Agreement in assigning mandato~ry overtime to
when none of the.four mechanics in the rebui 1
required to work o.vertime. In addition, Mr.
d section,were
McDonald'alleged
that the Employer had violated the provisions of Article 17.1.
-. ..,
The facts,of the present case do not involve any signi-
ficant issue of religious freedom. Rather the case involves
standard industrial relations issues within the contexts of the
unique circumstances surrounding the first official Papal visit
to the City of Toronto.
The Board takes ar.bitral note of the fact that numerous
groups and organizations as well as countless individuals parti-
cipated to ensure the success of the Pontiff's visit. The Papal~
itinerary was, filled with ceremonial events in Toronto commencing
the afternoon of Friday, September 14 and culminating with the
Papal Mass at Downsview Airfor~ce Base-in the City of North York
late Saturday afternoon and concluding with a Thanksgiving
Service at the Metro-Toronto Convention Centre Sat~urday evening.
The Pope left Toronto via Pearson International Airport for .~
Winnipeg at 7:30 a.m. Su.nday, September 16.
There was no precedent for a visit of this magnitude,
and no way of ascertaining in advance the number of spectators
the various.events would attract. Simply stated, it was
essential tha.t?a-public service such as Go Transit operate at
full capacity b~uring all Toronto and area ce1ebration.s.
We now turn to consider arbitral precedents and the
issues in light of the un.ique circumstances of this case.
The Board is unable to accept the Union's argument that
in these circumstan~ces the Employer violated the provisions of
Article 17.1 bye failing to give the Griever's two consecutive
days off. While we would agree that the phrase "shifts off"
employed is used in the sense of "days off" (as indicated in the
heading of Article 17), we do not consider that it would have
been feasible to have done so in the circumstance,s. Clearly,
Article 17.1 gives management a certain latitude to determine the
feasibility of any such arrangement.
There is no dispute that~ under the provisions of
.~ .Article 22 once a determination has been made that 0vertim.e
requirem~ents cannot be filled through the use~of volunteers,
management is entitled to schedule employees, eon the basis of
seniority, : to work mandatory overtime. At least in the case of
the Griever Lawless, the Board is required to,.determine whether
the Griever had given "sufficient grounds" within the meaning of
.Article 21 which would excuse his failure to report.
cu lar facts. Iri assess ing the valid ity of discipline, recent
Clearly, each case mustbe determined on its own parti-
arbitral decisions stress that Arbitrators must attempt to
balance the interests of both management,and the employee in
determining whose position is more rea~sonable. See for'example
Re. Printing Specialities .and Paper Prbducts.Union, Local 466, and,
Cryovac Division, Grace Chemicals Ltd. (1972), 24~ L.A.C. 127 '
(Weiler).
By way of analogy, Arbitrator Shime makes the following
relevant comments in Re Canada Valve Ltd. and International
Molders and Allied Wor,kers' Union, Local 279 (1975), 9 L.A.C.
(2d) 414 at p. 415:
"It is undoubtedly a valid consideration for
the company when granting leaves of absence to
consider its production. requirements and in
the circumstances of this case, we are satis-
fied that the company did consider those re-
quirements. However, the discretion to grant
leave of absence requires some objective con-
sideration of the interes,t of the employee who
makes such a request. The company's obliga-
tion is to balance both the interest of the
employee and the interest of the company..."
In Re Canada Glaz.ed Papers Ltd. and Printing
Specialties and Paper Products Union, Local 466 (19741, 5 L.'A.C.
(2d). 355 (Beatty),, the Arbitrator states that in c.ases of refusal
to .work an overtime shift, some Arbitrators have.viewed more
liberally a reasonable excuse for refusal to work such an assign-
ment than would be the case for a regular work shift. At p. 359,
Arbitrator Beatty makes the following general comments:
. .
"Even within the context of failing to wbrk
compulsory overtime what is to be properly
regarded as a bona fide reason will vary
depending on such additional factors as: (i)
the amount of notice.given to the employee of
the overtime requirement; (ii) the availabil-
ity of other employees to perform the assign-
ment; (iii) the amount of overtime and regular
work performed by the employee immediately
preceding the assignment in question; (iv)
whether the work assigned is of such a criti-
.cal nature as required to be ~performed at the
time stipulated; .(v) whether the'assignment is
within a sector of the plant which more regu-
larly and usually demands a.n-0vertim.e commit-
ment; and (vi) .the reason for or cause of the
overtime assignment (i.e., employer negli-
gence). Though not 'an exhaustive list, the
factors above demonstrate that 'bona fide
reason' is a relative and flexible concept
which will vary according to such external
circumstances."
In the present case, the Board is satisfied that both
Grievers made it clear to the Employer that they would hot report z
for the mandatory overtime assignment. As indicated previously,
the two employees refused to work on Sunday, September 16, 1964.
Prima facie, this constitutes insubordination which is a
disciplinary offence.
'An employee may have a valid excuse, but unless he
.communicates that excuse in sufficient particulars; he cannot
assume that he has .justified his refusal to work overtime.
Neither Griever was prepared to explain his reasons other than
in terms of general statements. D-avies alleged "Church
attendance" and "personal commitments". Lawless relied upon
"Church attendance" and after the fact advanced the reason of
,"person.al commitments~'. In our opinion, the Employer had
insufficient information to determine the validity or genuiness
~of either request,.
In balancing the interests of the Parties, no explana-
tion was offered as to why the ~Empioyer scheduled 14 mechanics to
work Sunday (as opposed to 9 mechanics scheduled to work on
Saturday), when in fact the Pope left Toronto at 7:30 a.m. on
Sunday. Similarly, no explanation was given why three bodymen
were scheduled to work overtime on Sunday (as opposed to two
bodymen who were. scheduled for Saturday overtime).
The evidence established that employees who reported
for work on Saturday had very little work to perform. That'fact
could not have been anticipated, yet it might. have influenced~the
number of employees required to report on Sunday. The evidence
also establishes that there was no loss of production by the
Grievers failure to report for work.
Another factor to be taken into account is the late
scheduling of weekend overt ime assignments for the Papal visit.
In Article 19 of the Collective Agreement, there is a requirement
for the posting of regular shift schedules "not less than 15 days
in advance". The Papal itinerary had,been known for months .prior
to the actual visi~t, and there would appear to have been no
reason why the overtime scheduli,ng was on such short, notice.
The circumstances surrounding the Davies case are quite
different in any -balancing of the respective.interests. In our
opinion, the Employer may well have violated the ~Collec,tive
Agreement by requiring Mr. Davies to..work o.vertime in the first
place. The board -does not accept the Employer's contention that
three mechanics in classification 16 (the Davies' classification)
with less seniority than Davies should not have been called upon
~to perform the mandatory overtime. Ar~ticle 22 makes no distinc-
'tion bettieen. repair mechanics and mechanics in the re-build
section. .'The fact ‘r-emains that all-three mechanics could have
performed the same work as the Griever Davies.
In balancing the respective interests of the Parties,
in our.opinion the Davies suspension was unjustified. He is
therefore entitled to be compensated for two days lost wages
ahy. together with lost benefits, if
In the case of the Gr ievor Lawless, the mandatory over-
time assignment w~as based on proper seniority considerations. In
these circumstances, a penalty is appropriate for the offence of
insubordination. In balancing the interests of the parties, the
Board is influenced, in part, by the short notice given to the
* Griever for the overtime assignment and the questZ:onab~le need for
that assignment in the first place.
'In our opinion, this is the appropri.ate case to exer-
cise our discretion under~S. 19(3) of the Crown Employees Collec-
tive Bargaining Act to vary the penalty imposed. .Accordingly,
the Grievor Lawless shall receive a 1 day suspension and shall be
compensated, without interest, for all other los,t wages and-'bene-
'fits.
DATED at Brantford, Ontario, this 13th day of May,
A.D., 1986. -.
. . RiV;,iL"IJIIe-Chairman,
.
3 ..McManus - Member
"I dissent" (see attached)
I. 3. Cowan .- Member
DISSENT
i I I ._ be- G.S.B. #830/84, & 831/84
While I have no difficulty fin agreeing with my colleagues
in their assessment of the evidence concerning the lack
.of work for those employees required to report for work
'on Sunday as mentioned on page 11, nor the fact that the
employer seemed to be inordinately tardy.:in posting the
schedule for weekend work as indicated on page 11,~ nor
their concerns regarding Mr. Davies' seniority visa vis
that of the rebuild mechanics mentioned on page 12 I
would, nevertheless, have simply reduced the suspension
to one day for both grievors.
There is no doubt the employer was entitled to schedule
overtime in accordance with-Article,.22.1 of the Collective
Agreement and in refusing such overtime both grievers.
were guilty of insubordination as indicated by the majority
at page 10.
In the interests of order in the work place deliberate
refusal by employees to obey the legitimate instructions
of the employer must attract a penalty appropriate to the
circumstances.
. .