background
3 The underlying dispute between the parties relates to the construction of certain provisions of the Jessie McPherson Private Hospital (Nurses & Midwives) Enterprise Agreement 2021 (Enterprise Agreement) against the following factual background.
4 Ms Downall is an employee of the Respondent and a member of the Applicant union, the Australian Nursing & Midwifery Federation (ANMF). Her employment is governed by the Enterprise Agreement.
5 Clause 6 of the Enterprise Agreement contains a dispute resolution process, which relevantly provides:
6. DISPUTE RESOLUTION
6.1 Resolution of disputes and grievances
(a) This clause applies to any dispute or grievance about a matter arising under this Agreement or the [National Employment Standards (NES)] - including section 65(5) and section 76(4) of the [Fair Work Act], except:
(i) a dispute about termination of employment;
(ii) a matter or matters arising in the course of bargaining in relation to a proposed enterprise agreement;
(iii) a dispute about workload management, except as provided in clause 20 (Rosters); or
(iv) as otherwise provided for in this Agreement.
(b) A person bound by this Agreement may choose to be represented at any stage by a representative, including a Union representative or employer organisation.
6.2 Obligations
(a) The parties to the dispute or grievance, and their representatives, must genuinely attempt to resolve the dispute or grievance through the processes set out in this clause and must cooperate to ensure that these processes are carried out expeditiously.
(b) Whilst a dispute or grievance is being dealt with in accordance with this clause, work must continue in accordance with usual practice, provided that this does not apply to an Employee who has a reasonable concern about an imminent risk to their health or safety, has advised the Employer of this concern and has not unreasonably failed to comply with a direction by the Employer to perform other available work that is safe and appropriate for the Employee to perform.
(c) No party to a dispute or person covered by the Agreement will be prejudiced as to the resolution or final settlement of the dispute or grievance by the continuance of work in accordance with this clause.
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6.4 Discussion of grievance or dispute
(a) The dispute or grievance must first be discussed by the aggrieved Employee(s) with the immediate supervisor of the Employee(s).
(b) If the matter is not settled, the Employee(s) can require that the matter be discussed with another representative of the Employer appointed for the purposes of this procedure.
(c) The discussions at sub-clause 6.4(a) will take place within fourteen days or such longer period as mutually agreed, save that agreement will not be unreasonably withheld.
(d) If a dispute cannot be resolved at the workplace it may be referred by a party to the dispute or representative to the Tribunal [(defined in the Enterprise Agreement to mean the Commission)] for conciliation and, if the matter in dispute remains unresolved, arbitration.
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6.7 Conciliation
(a) Where a dispute or grievance is referred for conciliation, a member of the Tribunal shall do everything that appears to the member to be right and proper to assist the parties to the dispute to agree on terms for the settlement of the dispute or grievance.
(b) This may include arranging:
(i) conferences of the parties to the dispute and/or their representatives presided over by the member; and
(ii) for the parties to the dispute and/or their representatives to confer among themselves at conferences at which the member is not present.
(c) Conciliation before the Tribunal shall be regarded as completed when:
(i) the parties to the dispute have reached agreement on the settlement of the grievance or dispute; or
(ii) the member of the Tribunal conducting the conciliation has, either of their own motion or after an application by either party, satisfied themselves that there is no likelihood that within a reasonable period, further conciliation will result in a settlement; or
(iii) the parties to the dispute have informed the Tribunal member that there is no likelihood of agreement on the settlement of the grievance or dispute and the member does not have substantial reason to refuse to regard the conciliation proceedings as completed.
6.8 Arbitration
(a) If the dispute or grievance has not been settled when conciliation has been completed, either party may request that the Tribunal proceed to determine the dispute or grievance by arbitration.
(b) Where a member of the Tribunal has exercised conciliation powers in relation to the dispute or grievance, the member shall not exercise, or take part in the exercise of, arbitration powers in relation to the dispute or grievance if a party objects to the member doing so.
(c) Subject to paragraph (d) below, the determination of the Tribunal is binding upon the persons bound by this Agreement.
(d) An appeal lies to a Full Bench of the Tribunal, with the leave of the Full Bench, against a determination of a single member of the Tribunal made pursuant to this clause.
6 Ms Downall is employed part-time (0.83 of equivalent full-time) as an Associate Nurse Unit Manager (ANUM) by the Respondent. Ms Downall has been employed at JMPH since approximately 2 January 2004, including as an ANUM since approximately 9 February 2015.
7 Ms Downall has not been required by the Respondent to work night shifts for approximately three years due to Ms Downall's medical condition (in the form of moderate obstructive sleep apnoea, with the co-morbidity of heart disease). This arrangement was reviewed every six months on the basis of reports from her general practitioner and the arrangement was continued on each occasion.
8 On or about 23 March 2022, Ms Downall provided the Respondent with a medical report from her general practitioner which stated that she was unable to work night shifts due to her condition and the risks associated with any such requirement. The general practitioner indicated in this report that it was unlikely that Ms Downall would ever be able to recommence working night shifts.
9 On or about 10 May 2022, there was a meeting between Ms Downall, her ANMF representative, representatives of Monash Health and the Respondent.
10 At the meeting, Ms Downall sought a continuation of her work arrangement (pursuant to clause 8 of the Enterprise Agreement) to exclude her from working night shift, or, in the alternative, a "reasonable adjustment" (pursuant to clause 50 of the Enterprise Agreement) to exclude her from working night shift.
11 Clause 8 of the Enterprise Agreement provides (emphasis in original):
8. FLEXIBLE WORKING ARRANGEMENTS
(a) The Act entitles specified Employees to request flexible working arrangement in specified circumstances.
(b) The specified Employees are:
(i) full[-]time or part[-time] Employees with at least 12 months['] continuous service; and
(ii) long term casual Employees who have been employed on a regular basis for at least 12 months and with a reasonable expectation of continuing employment by the Employer on a regular and systematic basis.
(c) The specified circumstances are if the Employee:
(i) is the parent, or has responsibility for the care, of a child who is of school age or younger;
(ii) is a carer within the meaning of the [Carer Recognition Act 2010 (Cth)] which includes, with some exceptions, caring for someone who has a disability, a medical condition (including a terminal or chronic illness), a mental illness or is frail or aged;
(iii) has a disability;
(iv) is 55 or older;
(v) is experiencing violence from a member of the Employee's family; or
(vi) provides care or support to a member of the Employee's immediate family or a member of the Employee's household, who requires care or support because the member is experiencing violence from the member's family.
(d) A specified Employee may make a request to the Employer for a change in working arrangements relating to the specified circumstances at sub-clause 8(c).
(e) A request for flexible working arrangements includes (but is not limited to) a request to work part-time upon return to work after taking leave for the birth or adoption of a child to assist the Employee to care for the child (which may, for example, include a reduction in existing part-time hours).
(f) Changes in working arrangements may include (but are not limited to) changes to hours of work, patterns of work and location of work.
(g) The request by the Employee must be in writing, set out details of the change sought and the reasons for the change.
(h) The Employer must give the Employee a written response to the request within 21 days, stating whether the Employer grants or refuses the request. A request may only be refused on reasonable business grounds as described in the NES.
(i) Where the Employer refuses the request, the written response must include details of the reasons for the refusal.
(j) Where a request for flexible working arrangements is made, an Employee or Employer is entitled to meet with the other Party to discuss:
(i) the request;
(ii) an alternative to the request; or
(iii) reasons for a refusal on reasonable business grounds.
(k) An Employee or Employer may choose to be represented at a meeting under sub-clause 8(j) by a representative including a Union or employer organisation.
(l) The dispute resolution procedure in the Agreement will apply to any dispute / grievance arising in relation to a request for flexible working arrangements.
(m) Other entitlements relevant to family violence can be found at clause 46 (Family Violence Leave).
12 Clause 50 of the Enterprise Agreement provides (emphasis in original):
50 REASONABLE ADJUSTMENTS
(a) Where Employees have a disability (whether permanent or temporary) the Employer is required to make reasonable adjustments to enable the Employee to continue to perform their duties in accordance with the Equal Opportunity Act 2010 (Vic)[ (EO Act).]
(b) The Employer is not required to make reasonable adjustments if the Employee could not or cannot adequately perform the genuine and reasonable requirements of the employment even after the adjustments are made.
(c) Definitions
(i) Disability has the same meaning as section 4 of the EO Act and includes:
(A) total or partial loss of a bodily function;
(B) presence in the body of organisms that may cause disease;
(C) total or partial loss of a part of the body; or
(D) malfunction of a part of the body including a mental or psychological disease or disorder or condition or disorder that results in a person learning more slowly than those without the condition or disorder.
(ii) Reasonable adjustments has the same meaning as section 20 of the EO Act and requires consideration of all relevant facts and circumstances including:
(A) the Employee's circumstances, including the nature of the disability;
(B) the nature of the Employee's role;
(C) the nature of the adjustment required to accommodate the Employee's disability;
(D) the financial circumstances of the Employer;
(E) the size and nature of the workplace and the Employer's business;
(F) the effect on the workplace and the Employer's business of making the adjustment including the financial impact, the number of persons who would benefit or be disadvantaged and the impact of efficiency and productivity;
(G) the consequences for the Employer in making the adjustment; and
(H) the consequences for the Employee in not making the adjustment.
13 At the meeting and thereafter, representatives of the Respondent expressed the view that Ms Downall's performance of night shift is an "inherent requirement" of Ms Downall's role. The Respondent has refused Ms Downall's request for a flexible work arrangement pursuant to clause 8 of the Enterprise Agreement or to make "reasonable adjustments" pursuant to clause 50 on the basis that Ms Downall's performance of night shift is an inherent or genuine and reasonable requirement of her role.
14 On 20 October 2022, the Respondent sent a letter to Ms Downall confirming that, subject to any further information received from Ms Downall, it would consider her ongoing employment and whether to terminate her employment for reasons of incapacity.
15 On 26 October 2022, the Applicant filed and served on the Respondent the Application in the Commission to deal with a dispute in accordance with the dispute settlement procedure in clause 6 of the Enterprise Agreement. In the Application, the Applicant maintained its position that Ms Downall was lawfully entitled not to work night shift as a flexible working arrangement pursuant to clause 8 of the Enterprise Agreement and as a reasonable adjustment pursuant to clause 50 of the Enterprise Agreement, as opposed to the Respondent's position that it is an inherent requirement of Ms Downall's job to perform night shift.
16 On 28 October 2022, the Respondent acknowledged receipt of the Application and stated:
JMPH does not consider that this matter gives rise to a dispute about a flexible work request. Furthermore, given the scope of clause 6.1(a)(i) of the [Enterprise Agreement], JMPH is of the view that this is not a matter that enlivens the status quo provisions under clause 6.2(b) of the [Enterprise Agreement].
17 The Respondent stated that:
(a) the Respondent considered that it was an inherent requirement of Ms Downall's position to be available to work on a rotating roster across day, evening and night shifts;
(b) Ms Downall had provided medical evidence that she may never return to performing night shifts;
(c) the Respondent was concerned that Ms Downall did not have capacity to perform the inherent requirements of her role;
(d) Ms Downall was invited to provide the Respondent with information and reasons as to why her employment should not be terminated due to incapacity on or by 4 November 2022; and
(e) if Ms Downall did not "attend the meeting [on 4 November 2022] or we do not receive a written response with information (including any further medical information) and/or reasons why your employment should not be terminated for reasons of incapacity [by 4 November 2022], a decision regarding your ongoing employment and whether to terminate your employment for reasons of incapacity will be made based on the available information at that time".
18 On 2 November 2022, the Commission notified the Applicant, Ms Downall and the Respondent that the Commission had listed the Application for conference on 10 November 2022.
19 On 3 November 2022, this Court made an order in this matter, noting that the Respondent had given an undertaking to the Court that the Respondent would not take any action in relation to the employment of Ms Downall until after 4.00 pm on 18 November 2022. At the hearing of this matter, the Respondent extended this undertaking pending the issue of the Court's decision on this interlocutory application, in the expectation that the Court would deal with the application in the coming days.
20 On 10 November 2022, the Applicant, Ms Downall and the Respondent participated in the conference at the Commission. No agreement on the settlement of the dispute was reached.
21 On 15 November 2022, the Applicant's representatives sent an email to the Commission and to the Respondent, stating, among other things, that:
We are instructed that conciliation has been completed in accordance with clause 6.7 of the [Enterprise Agreement] and the matter will now proceed to arbitration. We propose to confer with the Respondent's solicitors regarding the further conduct of the matter and [will] report back to the Commission by further email as soon as possible.
22 On 15 November 2022, the Applicant sent an email to the Respondent with proposed directions in relation to the conduct of the arbitration before the Commission.