Algoma HRPA Conference 2015 The Canadian Legal Institute The “commentary section” can be used to review recent cases of interest by simple searches Example, if you were interested on reading recent commentary about “family status” you would type “family status” into the document text, and populate the following results within seconds. Website: http://www.canlii.org/en/ Workplace Law Sara Malkin Mathews Dinsdale Social Media and Termination A Discussion of Algoma Tubes v. United Steelworkers Local 9548, (Grievance of D.) May 15, 2014. May 7, 2015 Algoma Human Resources Professionals Association Paul Cassan http://www.canlii.org/en/on/onla/doc/2014/ 2014canlii26445/2014canlii26445.html May 7, 2015 Algoma Human Resources Professionals Association Paul Cassan Overview Urban Dictionary Facts of the Case Investigation Discipline Arbitration Subsequent Consideration of the Case Investigation of Facebook Harassment Paul Cassan NSFW Next slide is going to be somewhat sensitive It was not included in the decision but important for HR – anyone who will be offended by a discussion of a sexual nature can step out now Paul Cassan NSFW The term we will discuss is “Donkey Punch”. In the case in question the grievor said, among other things, that his victim should be “Donkey Punched” When this first came to my attention with my client, I wasn’t familiar with the term and imagined a much less offensive concept. This could have substantially altered the course of this case. Paul Cassan NSFW Donkey Punch– Urban Dictionary should be a frequent tool for HR – various terms and slang may carry meanings relevant to HR issues in the workplace. This is more and more important as social media becomes embedded in our daily lives both at work and after work Paul Cassan NSFW Donkey Punch– A Donkey Punch is a practice performed during doggy style sex, particularly anal sex. The penetrating partner punches the receiving partner in the back of the head or in the lower back to make the receiving partner’s anal passage tense up thus increasing the pleasure of the penetrating partner. Of course the practice could cause loss of consciousness, severe injury to the receiving partner or even death. Paul Cassan Facts of Algoma Tubes v. D. Grievor was a male employee who had worked at the mill for just under 4 years On the day in question the grievor was operating a crane and his victim was the stocker (person responsible for loading and signaling the crane) One hour into the 8 hour shift the grievor complained to a supervisor about the work the stocker was doing. Specifically he was concerned about her “signaling”. The supervisor spoke to her and learned that her view was the crane operator was not following procedures. They were instructed to follow procedures and discuss it with the finishing coordinator the next day. There were no further complaints, incidents or events recorded during the next 7 hours of the shift. Paul Cassan Facts Cont. After the shift, between 11:00 pm and 1:00 am, the Grievor went home and published a number of derogatory posts about his victim He identified her by referring to a physical characteristic that she had which would make her identity known to anyone who worked with her A different employee with whom he was “friends” posted suggesting a physically aggressive act He published that she should be donkey punched and entered into a discussion with another employee about this. The arbitrator said that this was a violent and humiliating sex act. The facebook conversation lasted about two hours At the end the grievor mentioned a cruel nickname associated with his victim’s physical characteristic. Paul Cassan Facts Cont. A friend of the Stocker brought the posts to her attention and the victim complained to HR at 11:00 the next day HR logged onto Facebook, saw and preserved the offensive posts HR was able to take screen shots of the posts for evidentiary purposes HR looked up the definition of donkey punch HR then advised the Union representative that they wanted to meet with the grievor After the meeting with the Union representative and before the grievor came to work, the posts were taken down They were up for more than 12 hours The Grievor did have a discipline history although it was the Company’s position that the discipline did not matter in this situation Paul Cassan Facts Cont. The grievor then had a meeting with HR In the meeting, the grievor apologized The grievor said he was embarrassed and that he had deleted the posts He said he would like to apologize to the victim He said he did not want to lose his job and that it would never happen again The grievor was then sent home pending an investigation HR then conducted an investigation and then terminated the grievor’s employment HR found that the grievor’s actions were contrary to Bill 168, the Collective Agreement, the Code of Conduct and even to the United Steelworkers anti harassment policy from their website The Grievor did have a discipline history although it was the Company’s position that the discipline was not considered in this situation because this event on its own was sufficient to warrant termination. Paul Cassan Facts Cont. The Union grieved that the discipline was excessive At the Step three meeting the grievor provided a letter of apology for the company to pass on to the victim HR looked at the Grievor’s discipline record at the Step 3 meeting to see if there was anything that would compel them to reinstate the grievor. There was discipline and, given the seriousness of the offence it was decided the termination would stand. Paul Cassan Facts Cont. The Company had workplace violence and harassment policies in place for several years Employees received training on these policies when Bill 168 passed (and new employees receive this training in their initial orientation) Training for the grievor was documented and produced at the arbitration The policies are posted in various places including on the joint health and safety bulleting boards Paul Cassan Facts Cont. THE GRIEVOR DID NOT TESTIFY The Company tried to submit a victim impact statement from the victim but the Union did not consent and insisted that if her evidence was to be put forward it had to be viva voce and subject to cross examination Keep in mind the victim is a union member Arbitrator Trachuk ruled that without consent the Company could not submit the grievor’s evidence that way The Company refused to put the victim through a hearing and so the victim did not testify at the arbitration Paul Cassan Facts Cont. The Union position at arbitration was as follows: They brought evidence showing that the anti harassment policy in the grievor’s work area was locked behind glass; The Union put forward photos of the policies with dates of 2012 and 2013 Neither the workplace violence policy nor the workplace harassment policy refer to social media nor do they say violation could lead to dismissal The Union argued that the Company did not investigate properly and did not discover the complaint that the grievor made about the victim’s signaling. The Union said that the company should have separated the individuals at that time and that the company’s failure to do so caused the grievor to act uncharacteristically. I said that this was an instance of the Union blaming the victim. Paul Cassan Facts Cont. The Union position at arbitration cont: The union pointed out that this was the only complaint of harassment against the Grievor It argued that the Company was not in compliance with the OHSA because it did not have an up to date harassment policy and that it was unfair to terminate the grievor for an OHSA violation while the company was in violation of the OHSA It argued that the harassment policy requires the person being harassed to ask the harasser to stop It argued that it was mitigating that the grievor did not mention his victim by name It argued termination was unfair because there were no rules publicized about social media and none of the policies say termination will be the penalty for harassment Paul Cassan Decision Arbitrator Trachuk found the following: The most serious aggravating factor was the nature of the comments A woman reading the posts would reasonably feel threatened The Grievor must have anticipated the victim would become aware of the posts due to the number of coworkers that were his friends and no apparent privacy settings The grievor did not testify about his alleged “frustration” with the grievor’s conduct but in any case, frustration does not excuse the grievor’s actions (pg 14) The reference to the victim’s physical characteristic was made to both hurt and identify her to coworkers Three years is not a long term employee The fact that the grievor had not harassed anyone else was not more than a minor mitigating factor Paul Cassan Decision The company did have OHSA policies in place and had trained the grievor on them They should not be locked behind glass Sexual harassment has not just become unlawful or unacceptable with the inclusion of Bill 168 in the OHSA. It has been in the Human Rights Code for many years…It would be highly unreasonable for the grievor [had he testified] to claim he did not know that publicizing the comments was harassment and contrary to the company policies Policies should include social media. Apologies after being caught appear self serving. If a grievor wants an arbitrator to believe the sincerity of the apology he should testify Paul Cassan Decision The grievor knew he was sharing his comments with coworkers. He had to expect the victim would find out. THIS IS NOT OFF DUTY CONDUCT BECAUSE IT WAS DIRECTED AT POISONING THE VICTIM’S WORK ENVIRONMENT. Arbitrator Trachuk did not find that the fact the OHSA policies did not refer to social media or indicate the possibility of discipline was a mitigating factor. An employee who participated in this facebook discussion was given a 10 day suspension. Ms. Trachuk found that his conduct was different from the grievor’s in that this was the grievor’s page and he was responsible for it and it was the grievor that made the sexually harassing post. She found the Grievor’s actions were more serious than this employee’s thereby warranting the increased penalty. Paul Cassan Decision The Union argued the investigation was inadequate because the grievor was not asked for a written statement. She found that a statement is an opportunity for an employee to explain what happened but unless the policy so states, it is not required to be reduced to writing. She found that the company had the posts which speak for themselves, they were on the grievor’s facebook page and the Grievor admitted they were his. She found that the Company did not need to ask the grievor if he was provoked because “there could be no excuse for saying such awful things”. With respect to the Union’s claim that progressive discipline should be used, Arbitrator Trachuk said “…Progressive discipline is not appropriate in every case. Some offences are so serious that they warrant discharge. An employee does not necessarily get one free sexual harassment before he loses his job. Paul Cassan Decision Arbitrator Trachuk said “When men “joke” about the sexual violence they should inflict on a woman she can reasonably be concerned that they may actually hurt her…the greivor sexually harassed the victim and created a poisoned work environment. The company is responsible under the Human Rights Code, OHSA and the collective agreement to maintain a workplace free from harassment and in the circumstances reinstating the grievor would be contrary to that goal…this is not an appropriate case for progressive discipline. Paul Cassan Observations Every one commits an offence who Publishes, distributes or circulates any obscene written matter (8) says For the purposes of this Act, any publication a dominant characteristic of which is sex and crime, horror, cruelty and violence, shall be deemed to be obscene Further it is a Defamatory Libel pursuant to section 298 of the criminal code when a person publishes without lawful justification or excuse a libel that is likely to injure the reputation of any person by exposing him (or her) to hatred, contempt or ridicule, or that is designed to insult the person of or concerning whom it is published. Paul Cassan Observations United Steelworkers have a program called Women of Steel to promote women in the workplace and to alert its members to harassment and workplace violence. This was not a program that the Union witnesses were familiar with. Look into this type of program with any union you deal with, speak to the issue and make sure they understand their own material before an incident like this takes place Paul Cassan Provincial Government Initiative After the Algoma Tubes case and the Ghomeshi scandal Premiere Wynne has brought forward a provincial initiative to deal more strongly with sexual harassment in the workplace. The plan includes resources and a media campaign. The plan also includes legislation, to be introduced in the fall, to eliminate a two-year limitation period for civil sexual assault claims and to strengthen workplace safety legislation. The Occupational Health and Safety Act would be amended to include a definition of sexual harassment and would require employers to investigate and address such incidents. Paul Cassan Take Away Be aware of Social Media behavior Know or admit what you don’t know, don’t assume and look up meanings of comments where appropriate HR needs to be cognizant of current “lingo”. A single incident of sexual harassment can be the foundation for a termination There is a strong obligation on employers to protect their employees and it will get stronger The issue of “out of work conduct” is much less of an issue where the conduct affects the safety and well being of workers Paul Cassan Take Away Sexual Harassment poisons the work environment This will be seen as a very serious offence by arbitrators, not a joke Joking causes fear Work with your Union with respect to gender diversity and equality issues – they may already have significant material and resources in place Paul Cassan QUESTIONS? Paul Cassan Investigating Anonymous Facebook Harassment Paul Cassan Follow Me http://ca.linkedin.com/in/paulcassan/ pcassan@wishartlaw.com Paul Cassan Learning Leadership & Workplace Culture Julie Hryniewicz Team Jacobs – Teamwork and Leadership TEAMWORK: It’s a buzzword we hear as much in sports fields as we do in organizations. It’s something we all aspire to cultivate for enhancing performance, but in order to do so we must possess the core ingredients. They include: (a) the core principles/values of group dynamics aimed at fostering teamwork and success (b) the knowledge, skills and abilities (KSAs) required for teamwork, and (c) the core elements that contribute to “team chemistry.” Team Development Decades of scientific research have revealed that groups develop by way of a staged-process: (1) coming together to familiarize themselves with one another ~ called “forming,” (2) then figuring out how their roles fit in with “the team” including battling with one another ~ called “storming” (3) establishing and accepting their roles ~ called “norming,” and (4) then working effectively and cohesively as a unit ~ called “performing.” One important element during this process is the acceptance of five shared values, including Shared Identity, Purpose, Accountability and Respect and Leadership which involves a strong sense-of-belonging to the group ~ maximizing the commitment and effort they will expend for the team which involves a collective willingness to achieve a common goal which involves accepting one’s role, being accountable to the group/team and uniquely contributing to the common goal which involves each teammate honoring and valuing each member’s unique and important contribution to the team ~ mates that mutually-respect one another (social cohesion) will expend more effort toward a shared purpose/goal (task cohesion), and resolve problems/conflict collaboratively which involves drawing on each members unique combination of skills/ knowledge/expertise in order to create a broad "sharing of influence" toward a common goal Group Competencies [Knowledge, Skills and Abilities[KSA’s] Using HR language, what are the knowledge, skills and abilities (KSAs) required for teamwork? The two core competencies are (1) the ability to successfully manage interpersonal relations with teammates, and (2) the ability of the team to successfully manage itself. Interpersonal Competencies To the first - interpersonal competencies – a team-based setting calls for team members to be capable of effective conflict management, collaborative problem-solving and interpersonal communication. Conflict Management On conflict management, team members: (i) recognize and encourage desirable – and discouraging undesirable – team conflict, (ii) recognize the type-and-source of conflict and implement an appropriate conflict resolution strategy, and (iii) employ an integrative (win-win) conflictresolution strategy rather than the traditional (winlose) strategy. Collaborative Problem Solving On collaborative problem-solving competencies, team members take the initiative to solve issues amongst themselves and they do that by: (i) identifying situations that require participative group problem solving and use the proper degree and type of decision-making and, (ii) recognize the obstacles to collaborative group problem-solving and implement appropriate corrective actions. On Effective Communication On collaborative problem-solving competencies, team members take the initiative to solve issues amongst themselves and they do that by: (i) identifying situations that require participative group problem solving and use the proper degree and type of decision-making and, (ii) recognize the obstacles to collaborative group problem-solving and implement appropriate corrective actions. Team As a team, our members recognize that they have to manage themselves in order to be successful. This includes: (i) setting goals and managing their performance, and (ii) establishing plans and coordinating activities. On team goals, our goals are: (a) SMART: specific, measurable, assignable, realistic and time-related, and (b) measured against the monitoring and evaluation of our performance, with feedback on individual and team performance. · On planning and task coordination, curling – like hockey and basketball – is a sport of coordinated team-play (unlike baseball which is more a summation of individual actions). As one’s activity is “interdependent,” the activity needs to be planned and coordinated with that of other teammates. Knowing your role and how it impacts your teammates is key to success. Team Chemistry Researchers have suggested that once you secure the individual “technical competencies” within a group, it’s the memberinteractions (or lack of interaction) that serve as the catalyst for team chemistry. Teammate interactions depend upon the “similarities and differences” amongst the teammates. On similarities, the more shared traits, backgrounds and experiences – commonalities – the less-likelihood of conflict and the higher-likelihood of strong interpersonal networks for resolving conflict. Marginalized teammates – once identified – can be integrated into networks by finding common ground with teammates. Of course, too much similarity can compromise the diversity of ideas, perspectives and approaches necessary for problem solving. Teammates with many commonalities and some differences bring a broad range of ideas and perspectives and develop the strong interpersonal networks to collectively solve problems. Lessons The “lessons on teamwork” from the athletic field to the field of work are to assemble teams with: (a) shared identity, purpose, accountability, and leadership - that “team-first” values – are the keys to team success, (b) team members that have high-levels of interpersonal and managerial competencies, and (c) technical competence – together with a balance of similarities and differences – and solid networks of interaction.