Showing posts with label retaliation. Show all posts
Showing posts with label retaliation. Show all posts

Thursday, February 23, 2012

Retaliation Can Be Proven by Less than Job Loss: "Adverse Employment Action"

An employee alleging "termination in violation of public policy" [a whistleblower case] has the burden of proving that he sustained an injury sufficiently severe to merit damages.  The question articulated by the Calfornia and federal courts is whether the employee suffered "an adverse employment action." 


California Courts interpreting California anti-discrimination laws often look to federal court decisions interpreting federal anti-discrimination laws under “Title VII”.     A  U.S. Supreme Court case, Burlington Northern & Santa Fe Railway Co. v. White (Decided June 22, 2006) is positive for employees who claim they have been injured by employer retaliation because they protested discriminatory employer actions.


 In Burlington, plaintiff Sheila White was the only woman working in her department as a forklift operator at Burlington Northern & Santa Fe Railway Co. After White complained internally that her supervisor had remarked several times that women should not be working in such a department, Burlington removed White from her forklift duties and assigned her to perform laborer tasks. Burlington explained that the reassignment reflected co-worker’s complaints that a “more senior man” should have the “less arduous and cleaner job” of forklift operator.


 White then filed an EEOC complaint based on unlawful gender discrimination and retaliation. A few days after the filing of her complaint, Burlington suspended White without pay after an alleged disagreement with her supervisor, who claimed that White was insubordinate. White invoked internal grievance procedures.  Burlington concluded at the end of the grievance investigation that White had not been subordinate. Burlington therefore reinstated White and gave her back-pay for the 37 days she was suspended.
White then filed a claim in federal court alleging that Burlington’s corrective actions were insufficient.   She argued successfully that reinstatement and back-pay did not address the full measure of her losses, including her emotional injury. 


Burlington argued that White wasn’t harmed enough to justify a lawsuit.  The Supreme Court focused on just how much employment harm must occur for an employee to prove “adverse employment action”.   Requiring an employee to have extreme or obvious economic harm would operate to limit the number of cases that would succeed.  On the other hand, requiring little injury would operate to put employer’s on notice that retaliation, even if mild, could result in liability.  The test adopted by the U.S. Supreme Court was whether, from the viewpoint of a reasonable employee, the actions taken against the employee were sufficient to deter the employee (and others like her) from complaining about illegal discrimination.  The Court found that being without pay for 37 days would deter a reasonable employee from exercising her rights to complain internally of discrimination, even if she had access to a grievance procedure.


 The California Supreme Court in Yanowitz v. L’Oreal (2005) addressed much the same question as the U.S. Supreme Court in Burlington, but reached its decision some months before the federal court.  The Yanowitz Court held that an employee suing for retaliation under California’s anti-discrimination law must demonstrate that the employer's retaliation caused a "material affect" on the "terms, conditions, or privileges of employment".  The State Supreme Court explained that a “material affect” was one that 1) detracted the employee from her job performance, 2) discouraged her from remaining on the job, and 3) kept her from advancing in her career. 
   
 The two Courts, while using different standards of “deterrence” [Burlington] or “material affect” [Yanowitz] actually are quite close in how they define “adverse employment action”.   Therefore it is likely that California Courts will rely on the analysis of the Burlington Court to decide future State discrimination/retaliation cases.  Employee attorneys would be wise to cite the Burlington case as a source of guidance, if not precedent, on the question.     

Thursday, November 12, 2009

Paper Weight Trumps Weight of the Evidence???

That expression "couldn't see the forest for the trees" assumed new meaning in a recent blockbuster case, Nazir v. United Airlines (2009 Cal.App. LEXIS 1659). The meaning might be that the forest was ravished by the paper tonnage needed to support the exchange of court filings in the case.

Ah...text and sub-text. First the text: A Motion for Summary Judgment by the Employer to obtain "summary adjudication" (Trial by Paper) of issues raised by the employee: discrimination, retaliation, and intentional infliction of emotional distress. The Trial Court granted the motion. So far, nothing unusual.

Except . . . a bulldog plaintiff's attorney appealed, and the resulting "subtext" was anything but usual. The Court of Appeal excoriated the defense firm, and particularly the defense attorney who had been admonished for similar behavior before. ("excoriated": to be taken to the wood shed). The Court of Appeal had little nice to say about the Trial Court for that matter, pointing out that its blanket sustaining of 763 of 764 evidentiary objections by the Defendant, viewed together with its overruling of all of the employee's 47 objections had, well, the appearance of, shall I say it, bias. Here's some interesting data cited by the Court that should bring all tree huggers to the front lines: The employer's motion consisted of 1056 pages, including 196 pages of "separate statement", while the employee's opposition was about 3,000 pages long! The employee's opposition included a "separate statement" of 1894 pages. What does all this mean? Not much, stated the Court of Appeal, because the content was largely trivial and unrelated to the core issues of the case. What disturbed the Court of Appeal was that "looking at the forest", basic issues of discrimination and retaliation are not susceptible to determination by paper war.

Therein is the value of the case for employees. The lengthy decision is replete with language that discourages the granting of summary judgment in discrimination and retaliation cases. The Court of Appeal affirmed procedural safeguards for the employee who might otherwise have to hire his own team of loggers to produce an opposing mountain of paper.

As Shakespeare noted, and I think the Nazir Court would join: "Brevity is the soul of wit".


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