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HomeMy WebLinkAbout1985-0598.Wu.86-11-04ONTAN CROWN EMPLOYEES GRIEVANCE q m BOARD SETTLEMENT IN THE MATTER OF AN ARBITRATION - Under - Between: THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT Before THE GRIEVANCE SETTLEMENT BOARD OPSEU (Chung-Wai Wu) Griever - and - The Crown in Right of Ontario .j-i .(The Ministry of Transportation and Communications) Employer Before: ,... For the Griever: For the Employer: . Hearingi: R.L. Verity, Q.C., ViceXhairman I. Freedman, Member G.A. Peckham, Member B. Hanson, Counsel Cavalluzzo, Hayes and Lennon hrristers and Solicitors R.C. Filion,Q.C., Counsel Winkler,Filion and Wakely Barristers and Solicitors October 21,. 1985 December 16, 1985 February 10, 1986 April 9, 1986 June 10, 1986 -2 - DECISION On July 5, 1985, the Griever Chung-Wai Wu was dism issed from his position as Electrical Design Drafter (Classification - Drafter 11, pursuant to Section 22(3) of the Public Service Act. The letter of dismissal alleged ” . ..your performance as a Drafter 1 has been consistently and substantially below the requirements of this position and level of responsibility...“. Essentially, the reasons for discharge are two-fold: inability to perform the job and attitudinal-behavioural problems. A grievance filed 3uly 9, 1985 alleged unjust dismissal and sought reinstatement with full redress. The Employer alleged that the Griever was discharged for reasons of culpable conduct that was within his power to correct. The Union contended that the case involved primarily non-culpable conduct. The arbitration was heard over five separate hearing dates with the final day devoted to extensive arguments. The Board does not intend to embark upon a repetition of relevant. evidence except in summary form. ~Three witnesses testified on behalf of the Employer - Vince Cimino; an Electrical Development Engineer with MTC; V.~ A. McCullough? Head, Electrical Design and Development Section;‘and R. A. Shannon, Head,. Electrical Engineering Section. .In particular, Mr.~Cimino presented in depth testimony that consumed~ two hearing dates. -3 - The Grievor was first employed by the Ministry on a contract basis in 1976. On September 1, 1977, he commenced work in the Electrical Development Unit as a Drafter 1. The function of the. ..~~ Unit is to create standard drawings and specifications for Mini’stry traffic. signals and other illuminations devices. Mr. Cimino was placed incharge of the Unit in 1979 and in that capacity became the Griever’s supervisor. <In additio~n to the Griever and Mr. Cimino, two other employees worked in the Unit as Designers - H. C. Hilliard, Electrical Development Officer; ,and M. i. Agellon, Senior Electrical Designer. Briefly stated, the Griever’s job was to perform electrical drafting duties., under close supervision, including the preparation of standard electrical drawings to scale from sketches ~~., provided by the designers. Until the summer of 1980, the Gri~evor was involved in a metric conversion project which essentially required tracing from existing drawings and translating numbers from the imperial to the metric system. Prior to 1981, performance appraisals established that the Griever performed his duties in a satisfactory manner. The first critical performance appraisal was dated March 24, 1981. That report reads, in part, as follo,ws: II . ..Mr. Wu needs continuous supervision and continuous’instructions in order to proceed with and complete his work. Mr. Wu seems to have difficulty drawing from sketches. He seems to. want to trace which is not always possible. -4 - The quantity, the quality and the technical content of his drafting work seems to fall somewhat short of the ,expected level for his classification. or Mr. Wu seems to have some sort of behavioural attitudinal problem. He states that he is disturbed when his supervisor or the more sen employees in- this unit ask him questions regarding his work..." ior As a result of that appraisal, the Griever achieved a rating of "fair". That category is defined in the Employer's guidelines as: 1, . ..The employee who is not a relative newcomer and whose performance falls short of a competent level. Performance is adequate enough, however to justify retention in the position." That appraisal was discussed with the Griever on March 31; 1981 by Mr. .Cimino and Chief Engineer V. A. McCullough. Both. Mr. McCullough and Mr. Cimino are professional engineers. Mr.. McCullough confirmed the results of. that meetingin- a letter to the Griever dated April 9, 1981 wherein it was pointed out that the Griever's performance required improvement in both quality and quantity of work. In addition, Mr. McCullough'3 letter included a reprimand concerning the Griever's behaviour in the off.ice inwhich on several occasions he created "a loud disturbance", when approached by either his supervisor or other workers to discuss work in hand. At the Hearing, Mr. Cimino testified that the Griever refused to d'iscuss his work or accept d~irection without responding by -5 - way of confrontation that usually took the form of chest pounding and stating in a 1ou.d voice - “you are disturbing me”, “I’m fine”, “I am responsible”, “I am a Canadian citizen”. Invariably, each confrontation ended by the Griever leaving his’work station and proceeding to the washroom. The Griever’s performance was of sufficient concern.that it became necessary to evaluate his performance on two other occasions in 1981. On May 25, 1981, a performance report noted “some improvement” in overall performaiicis; but went on to state that the quality of the work could still be improved. Again, the Grievor achieved a “fair” rating. However by 3uly of 1981, the Griever’s 1nabil.ity to accept direc,tion and work with Messrs. Hilliard and Age lion became so serious that Mr. Cimino wrote to Mr. McCullough recommending that the Griever beg transferred to another position. No such transfer took .~~ place. The third appraisal in 1981 is dated November~l2. That report noted that the Griever did not have a grasp of drafting techniques and appeared to trace rather than draw. Communication, comprehension ,and behaviour remained a problem. Two further problems were identified, unacceptable hyg i that sometime in namely absence from his work station and ene habits. At the Hearing, Mr. Cimino testified 1981 he gave the Griever a drafting textbook. It - 6 was Mr. Cimino's evidence ~that he d the textbook. d not observe the Grievor read I Two performance appraisals were prepared in 1982 - one on. 3une 9 and the second on October 9. The first appraisal was reminiscent of those prepared in 1981. The October 1982 appraisal was more detailed. Productivity was noted as a problem. It was no.ted that slow output stems from his inability to work quickly in >.5>,. modifying the. original~‘st’andard drawings because of the time taken to practice letter making photocop Cimino made the spacing, laying out the work on tracing paper and ies of the work. In the performance report, Mr. following comments: “Mf. Wu should follow instructions and be cooperative and not to shput at his supervisor 'nor- at his co-workers. In fact, on. several occasions, behaviour, Mr:r’!,Wu has displayed an abnormal where he has shouted and ~walked away from his supervisor upon being~asked~ questions regarding his work status.; Mr. Wu should refrain from expectorating loudly and ejecting the waste into-.the waste paper basket. This sort of portrayal is definitely unhygienic and many people have complained about this behaviour.” On November 9, 1982, the Griever was given a letter of reprimand for. an incident which occurred on October 13 where the Griever reacted in a loud manner when approached by his supervisor. No grievances was filed as a result of this incident. The Griever’s difficulties appeared to escalate in 1983. A I performance appraisal dated May 31, 1983 was a five page document, which identified areas of concern such~ as quality and quantity of work, behaviour and communications, hygiene, attendance and training and the corrective action required to alleviate each problem. A memo from Mr. Cimino to the Griever dated~~september 22, 1983 detailed four ~areas of concern which -had an adve,rse effect on the ‘Griever’s drafting responsibilities - excessive coffee breaks, excessive absences from the drafting table, numerous spelli’ng ePrors, and attitude. On November 1, 1983, the Grievor threatened two employees in other units of the Ministry in an altercation that took place at t~he photocopying machine. The Griever was initially given a 10 day suspension for his conduct which was subsequently reduced to a five day suspension, pursuant to Minutes of Settlement. Finally, in- establishing a work schedule for the Griever for 1984, Mr. Cimino wrote the Griever a letter on 3anuary 10, 1984 which read, in part, as follows:’ “To meet previously stated objectives, I will begin, on January 23, 1984 a detailed drafting work schedule: which you, the designers and myself, will follow very closely in meeting completion dates (productivity of the work), quality of drafting, .your knowledge of the work, your behaviour ani):~:ca~llaboration with others. . -8 - I hope that as we monitor your work.on a dafly basis, we will not get into confrontations as we have had in the past, but that we will achieve mutual understanding and co-operation. I hope that unrelared questions and answers to Ministry work. are avoided and the only issues which we will talk about is the Ministry work. Summary of.objectives to be met in i984 1. Timely productivity as outlined on work schedule. . 2. Quality of Drafting Work - good notation ~, spacing, no ink removal by penknife. 3. Co-operation and no confrontations. 4. Knowledge of Ministry drafting work. ‘I look forward to a better 1984 year, and that our relationship will improve and be normal as it should be in any work environment.. . .I’ In May 1984, the Grfevor received a written reprimand for “screaming” ,.at Mrs. E. Hyams, a Ministry Employee working in another unit. The performance report of May 16, 1984 was the Grievor’s first “marginal” rating. The Employer’s guidelines defines that .*, category: “This overall rating covers the employee whose performance isso unsatisfactory that termination or reassignment should be considered.” That performance report. reads in material parts as follows: “Mr; Wu hasp had~job training for many years and has attended courses on communications; To date,. ., -9 - There.were complaints from other Ministry employees concerning the Griever’s behaviour in 1984. The most serious incid.ent occurred on November 27, 1984 when the Grievor, for no apparent reason, delivered the ultimate insult in Chinese to a Ministry employee of Chinese origin. That incident wars subsequently reso 1 ved by way of an apology. results, of training have been ~negligible. It is difficult to assess what additional training will be useful for this employee.... Mr. Wu has been doing drafting for the Ministry for over six years and with this time, evidence in.dicates that he has not mastered electrical drafting skills and techniques-nor has he achieved a working level in the drafting clasgification in the Electrical Design Unit. Mr. Wu spends a lot of time making unnecessary photocopies of his work, cleaning up.his drafting table and cleaning the work pens too many times, which suggests that he has not learned the proper usage of drafting tools. These may be some of the ‘reasons why Mr. Wu is slow to complete his work assignments, although on occasion he has made minor revisions relatively quickly. It is very difficult to communicate and understand Mr. Wu’s technical knowledge and humans behaviour. It is almost impossible to discuss any part of his work with him, particularly an in-depth discussion of his work, since any attempt to do so, usually results in a confrontation, sarcasm, or an answer having no relation to the question. I find Mr. Wu-extremely difficult to get along with, as well as not compatible in our work environment since he causes disturbances for others by talking loudly and shouting.” .~ In December, 1984, the Union and the .Employer agreed that I the’Grievor would attend a mutually satisfactory training program to ., - 10 - improve his drafting skills. For whatever the reason, the-training program was never implemented. On 3anuary 31, 1985, M. D. Harmelink, Manager, Traffic Management and Engineering Office, wrote the Grievor and notified him that his, current performance and attitude were not acceptable. That letter concluded with the statement: "If significant improvements are not demonstrated in both work performance and attitude, I must advise you that you ris~k dismissal from the Ministry". The performance report dated January 31, 1985 was a five page document which specified the-requirements of the position from the standpoint of quality and quantity of work, attitude, current problems and the corrective action required. Mr. Cimino wrote in the..;. :~- report that "if the required improvements are not forthcoming by 1985 06 01 termination will be recommended". A final appraisal report was prepared and dated June 18, 1985. Th'e report noted no significant improvement and contained the ~;,~,, recommendation for dismissal. Mr. Cimino prepared a one page document outlining the continuing problems with the Grieior in the area of quality and quantity of work and attitude. Two copies of “. Mr. Cimino’s document were presented in evibence bearing different dates. The Board is satisfied that Mr. Cimino’s comments were considered prior to dismissal by the Acting Deputy Minister. Memoranda from R. A. Shannon, M.-R. Quinton, Manager Traffic - 11 - Management and Engineering Office, and Margaret Kelch, Executive Director Highways Operation and Maintenance Division, all contained recommendations for dismissal. The Griever did not testify at the Hearing. Three witnesses were called by the Union. Miss Bonnie Lyles, a Ministry Staff Allocation and Training Officer, outlined the, various staff development courses available in 1983 and 1984. She testified that- the Grievor attended a one day course given by her entitled "Effective Listening" on October 23, 198'4. Cuthbert Mondesir, now a senior Draftsman testified that he worked with the Grievor for several years prior to 1980. His evidence was that after some initial difficulty in drafting, the Griever began to improve. In cross-examination, Mr. Mondesir acknowledged that the Grievor’s.work at the time was restricted to the metrification assignment. The principal witness for the Grievor was Dr. Michael C. Church, a clinical psycholo~gist at Humber Memorial Hosp ital, tiho also carries on a private practice. Dr. Church assessed the Grievor at the request of Mr. Hanson on October 18, 1985. Mr. Filion objected to the admissibility of any post-discharge evidence on the basis that it was not relevant. The Board heard Dr. Church's evidence and 'allowed the Parties to ‘argue what weight, if any,- should be accorded such evidence. ‘2 - Dr. Church interviewed the Griever for one hour on October 18, 1985, and performed psychological testings for three'hours.to determine personality.and the likelihood of any mental disturbance. The psychologist did not prepare a written r.eport. At the Hearing, Dr. Church reported the following conclusions: 1. The Grievor does not suffer from any major mental disturbances. 2. The Grievor does experience some depression within the normal range. 3. The Grievor is a somewhat naive, unsophisticated individual. 4. He tends to miss the ,subtleties of interpersonal relationships. - . 5. He is defensive and.sensitive to any form of perceived slight. ,_:.: 6. He has difficulty tolerating any suggestion of a problem or difficulty. 7. The Griever has poor insight regarding his ‘. effect upon others.. 8. The Grievor becomes more rigid under stress. In cross-examination, Dr. Church acknowledged that as a psychologist, he has no medical training, and that he merely.assessed the Grievor with no follow-up treatment. Dr. Church testified that when he asked the Grievor why he did not leave his employment the ~- Griever replied that it would be a “loss of face" to do so. The psychologist further testified that the Griever saw’ "no need for himself to change". - 13 - Counsel for the Employer characterized the Griever’s conduct as “culpable” in both job performance and attitude, and accordingly there was no duty to place the Griever. in another position. Alternatively,, if the Board, found the dismissal to be non-culpable, the circumstances would not justify reinstatement. Mr. Filion argued that there was no evidence that the Grievor was capable of performing any other job in the bargaining unit, and that in view of the Griever’s behavioural problems, there was no valid reason to transfe,r the Grievor to a,ny other position. In short, the di~fficulties encountered by the Grievor were br0ugh.t on to a large extent by his own conduct. Mr. Filion argued that reinstatement in any form would be inappropriate. -+;, . . Mr.. Hanson directed his argument to the performance aspect of the dismissal and to the extent that attitude was a prob,lem, it was derived from the performance problem. The thrust of the.Union’s position was that the Grievor’s shortcomings resulted from non-culpable conduct, and that the Employer had failed to establish its case uponthe usual tests. Mr. Hanson contended that the letter of dismissal was singularly unclear; however’, he.urged the Board to find that the. Employer relied upon performance to ground the discharge. Specifically, Mr. Hansonargued four points. 1. The Employer failed to establish objective standards. 2. The Employer improperly assessed the Griever’s job~performance at the level of Drafter 2 instead of a~Drafter 1. _. - 14 - 3. The Employer gave the Grievor inadequate supervisory direction. 4. The Employer failed to make reasonable efforts to locate alternate bargaining unit positions consistent with his qualifications and, competence. Mr. Hanson contended that discharge was an inappropriate response in all the-circumstances. Numerous arbitral and judicial precedents were submitted by each of the Parties. The Employer relied upon cases of culpable dismissal while the Union precedents cited were cases involving The first issue that merits comment is the brev ity of the letter of discharge. The reason for discharge relates to continuous substandard performance and .contains no expressed reference to non-culpable behaviour. attitude or behaviour problems. However, the letter ,do.es use the phrase “as indicated to you at ,various times”, and accordingly we deem that to be adequate compliance to ground both reasons for dismissal. The second issue i evidence - in this case the It is appropriate, we think, this nature with the hope of gaining some insight into the probable cause of the difficul,ties exeerienced by the Grievor. Unfortunat.ely, the evidence does not assist the Grievor. The psychologist concluded s the relevancy of post-discharge psychological assessment of Dr. Church. to’consider ,such evidence in a case of - 15 - that the Grievor did not suffer from any significant mental disturbance, at least as of the date of the assessment. The impression Dr. Church conveyed to the Board is that the Grievor has a poor prognosis that his performance and attitude are likely to change in the foreseeable future. We note that the Grievor was not cal led upon to testify. We would agree with Counsel for the Employer that it is unusual that -._c the Grievor did not present some evidence on his own behalf. In these circumstances, the failure to-,testify does -justify an inference that such evi.dence would have been unfavourable. (See Sopinka and Lederman Text, Evidence In Civil Cases at p. 535) :1 On all~the evidence and arguments presented, the Board must conclude that the Grievor’s attitude and’substandard work performance, which have continued unabated over a substantial period of time, have rendered him unfit to continue in his employ.ment. The Board finds that the Griever’s conduct. is indeed culpable conduct on both grounds for dismissal. The Griever’s attitude is so peculiar that it essentially disables him from the proper.performance of his job. There can be little doubt that attitude was within the control . . of the Grievor.to correct. The Grievor’s substandard work p~erformande can be attributed in no small measure to culpable conduct. For whateve; the reason, the Grievor has consistently refused direction from Mr. Cimino and the two designers employed in ._ the unit. He has been warned on numerous occasions that attitude was - 16- _ a factor wh ich affected h is performance. Mr. Wu was repeatedly advised of the requirements of his position, more so.perhaps in ,the last two years. We are satisfied that the Griever was assessed in performance appraisa.ls as a Drafter 1, although he was encouraged, quite properly we think, to develop his skills to the higher level of a Drafter 2. Mr. Wu has had the advantage of two Ministry courses - a two day course in February, 1983 on “Interpersonal Skil.ls”; and a one day course on October 24, ~; 1984 on “Effective Listening”. A course on basic drafting skills may have benefited the Grievor; however, his,, attitudinal problems were such that it is doubtful that a technical training course would have alleviated his difficulties. The Board is satisfied that Supervisor,Cimino has taken every reasonable .step, by way,of on-the-job training, to assist the Giievor, but without success. The Supervisor repeatedly explained the requirements of the job to the Griever and in particular what was required by way of drawing assignments. The evidence is replete with examples that the Griever was unwilling to accept direction or . . constructive criticism without.r’esponding by way oft confrontation. When an ~employee’s performance is below the standard, required, it is virtually impossible to retain that employee who consistently rejects direction and assistance. In short, the ^. -. - 17 - evidence has established- that the Gr~ievor made no serious attempt to acquire prof iciency in drafting skills. However, the evidence contains several examples which tend to indicate that the Grievor was able to perform the job in some minimal fashion from time to time, but failed to do so on a consistent basis, primarily because of.attitudinal problems. In our opinion, the Grievor’s peculiar behaviour has disahled him to such ati extent that it is beyond hope that he can be expected to change his attitude. In the circumstances, there was no duty upon the Employer to:find alternate employment or take- alternate action such as demotion or lay-off. The Board is satisfied that the Employer’s response was appropriate in all the circumstances. In the result, the Grievor’s dis.charge must be upheld and the grievance denied. DATED at Brantford, Ontaii~o, this 4th day of November, A.D., 1986. J2- --- / B. L. Verity, ~Q.C.. - Vice-Chairman ..~ . . .;. "1, dissent" (see attached) I. Freedman'. Member . G.A. Peckman, Member :. DISSENT The grievor worked fa the Ministry from 1976 to 1985, with no recorded criticism cd his work performance or attitude during the first half of that period. Not a word of testimony was heard concerning tests to be given.the new employee, for the pcYpose of”&ablishing his ability and capadty to perform the job. Ncr was his personality assessed; only when the process of changing to metric standards wa5 completed, did performance and personality~become issues. c It-was the careless and ineffective manner in which the Employer hired Wu and eventually became acquainted with him that contributed to the problem that actuated this arbitraticn. The ireouciant indifference of the Employer in allowing the matter to linger for 9 years must be taken into account when fashioning a remedy. .:. _.~_ In a dis~&arge case where the Employer respnded to the particular situation in a tardy and somewhat tendentious manner, the grievor was reirstated on terms. Re Kivilco v. Ministry oft Correctional Services, G.S.B. 439185 Da&). An additional pint of .fiew encompasses the arbitrators’ oompendiq of mitigatingfactors first listed by Judge Reville in the Steel Equipment co., Ltd. - 2- case (1964) I4 L.A.C. 356 and augmented by Prof. Arthun Qn C.B.C. v. C.U.P.E. (1979) 23 L.A.C. (ZJ) 227) and others. One of these factors obliges the arbitrator to give consideration “to the special economic hardship for the grievor in the light of his particular circumstances”. The grievor is 53 years old, married, and the father of a dependant son. His education was obtained in Hong Kong, and was supplemented by a few courses in IMontreal &icGill)and Toronto (George Brown). .i -7 Although a year hae passed since his dismissal, the Board was informed that the grievor is not working. His age and his skills are not likely to <:. commend themselves in today’s market. Another element in the process of reaching a decision involves the Ministry’s reflsal to seek a transfer, or alternative-employment. Whatever forces impinged upon the Ministerial mind when it hired the girevor,maylikewise .s. impress the collective mind of another.Ministry, or more accurately, the Human Resourss Secretariat. The Ministry displayed an unnecessary authoritarianism when it dedded that despite some 6O,OOO,jobs, and thomands of managers, there was no use in attempting to fiend a place for the grievor. Arbitral jurisprudence indcates that an employee’s inability to perfam the tasks inherent in his particularjob is not necessarily an indication of incompatibility with employment status so as to justify discharge: Re: United -3- Automobile Workers and De HavIland Aircraft of Canada Ltd. (1964) 15 L.A.C. 284 (LasIdn>; Re: United Automobile Workers, Local 35, and Libby, McNeilI and Libby of Canada Ltd. (1972) 23 L.A.C. 287 (Palmer) and Re: Aro Canada Ltd. and International Assoc. of Machinists, Lodge 1817 (1975) 10 L.A.C. (2d) 81 (Beatty);. Although the Employer, preoccupied in his haste to dismiss the grievor, made no ‘effcrt to find other employment in the Public Service, there are decided cases inoicating that there is an obligation upon the Employer to consider whether there is other workwhich the employee is,qualified to perform. See, for example, Rer Maritime Telegraph & Telephone Co. Ltd. and International Brotherhood of Electrical Workers, Local 1030 (1984) 16 L.A.C. (M) 318 (Cotter). Under the circumstances, discharge of the grievor is too crypti.c and mechanistic. There need be no violation of any prindple of law to balance the interests of the Employer and Employee in a different way. With the view of enabling the griever to find a job by applying for any posted position in the Public Service, and to seek early retirement at the age of 55, if he deems it appropriate, I would allow the grievance upon~~the followingterms: .., 1) The grievor is reirstated to the stats of an employee wittnut pay. 2). _ He is not reinstated to his previous position. ,~ *+ Israel Freedman