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[2015] VCAT 2056
Victorian Civil and Administrative Tribunal
2015-12-22
Mr J
Original judgment source is linked above.
The applicant subsequently developed adjustment disorder with features of anxiety and depression (the fourth disability)
I constantly felt stressed, anxious and isolated at work and developed adjustment disorder with features of anxiety and depression, as diagnosed by my doctor, Mr Raj Sharma in June 2013
What were the genuine and reasonable requirements of the employment?
. . . whether a particular duty, ability or qualification is a genuine and reasonable requirement of employment is not to be determined by seeing whether, if that duty, ability or qualification were omitted, the employment would still be the same. The requirements of the employment and the requirements of the employer are not necessarily the same thing, although they will often be the same. The requirements of the employment refers to what the job or position requires to be done, as well as what is necessary to do those duties. The term covers the whole range of these requirements, and not just the essential ones. The requirements must be requirements 'of the employment'. In other words, they must relate to and derive from the employment. They must be genuine requirements. An employer cannot invent requirements which are not truly requirements of the employment. They must be reasonable requirements. As was pointed out in the context of indirect discrimination, 'reasonable' is a more demanding test than one of convenience but a less demanding test than one of necessity. So, a requirement for abilities or qualifications that are grossly disproportionate to the degree of difficulty of the duties, might not constitute a reasonable requirement of the employment.
To determine what are the genuine and reasonable requirements of the employment, we should look at all the circumstances surrounding the employment, including any contract of employment, any statutory functions, and any organisational or operational requirements of the employment.
A CSO in the key accounts division will be rotated back into the call centre and onto the telephones when there is a staff shortage and to allow for further training of CSOs to fill gaps within the key accounts team for when there are absences such as holidays or resignations.
Overview: the obligation to make reasonable adjustments
the employer must make a judgment in the nature of a prediction. The prediction is to be one which will enable the employer to conclude that it is more probable than not that the person will not be able to perform adequately the requirements of the employment. The judgment will need to be genuinely made and will need to be based on information capable of supporting that judgment. An assumption, based on no information or on scant information, will not be enough.[143-144]
....the question of whether a person is able adequately to perform the genuine and reasonable requirements of the employment must be judged on those requirements as a whole. A person may still be able to perform adequately the requirements as a whole, even though he or she is unable to perform, or unable adequately to perform, a particular requirement.
20 Employer must make reasonable adjustments for person offered employment or employee with a disability
(1) This section applies to a person with a disability who -
(b) requires adjustments in order to perform the genuine and reasonable requirements of the employment.
(2) The employer must make reasonable adjustments unless the person or employee could not or cannot adequately perform the genuine and reasonable requirements of the employment even after the adjustments are made.
An employer may be able to make reasonable adjustments for a person or employee with a disability by -
• providing a ramp for access to the workplace or a particular software package for computers;
• modifying work instructions or reference manuals;
• allowing the person or employee to be absent during work hours for rehabilitation, assessment or treatment;
• allowing the person or employee to take breaks more frequently.
(3) In determining whether an adjustment is reasonable, all relevant facts and circumstances must be considered, including -
(a) the person's or employee's circumstances, including the nature of his or her disability; and
(b) the nature of the employee's role or the role that is being offered; and
(c) the nature of the adjustment required to accommodate the person's or employee's disability; and
(d) the financial circumstances of the employer; and
(e) the size and nature of the workplace and the employer's business; and
(f) the effect on the workplace and the employer's business of making the adjustment including -
(ii) the number of persons who would benefit from or be disadvantaged by doing so;
(iii) the impact on efficiency and productivity and, if applicable, on customer service of doing so; and
(g) the consequences for the employer of making the adjustment; and
(h) the consequences for the person or employee of not making the adjustment; and
(i) any relevant action plan made under Part 3 of the Disability Discrimination Act 1992 of the Commonwealth; and
(j) if the employer is a public sector body within the meaning of section 38 of the Disability Act 2006, any relevant Disability Action Plan made under that section.
(4) For the purposes of subsection (2), in determining whether or not the person or employee could or can adequately perform the genuine and reasonable requirements of the employment, all the relevant facts and circumstances must be considered, including -
(a) the person's or employee's training, qualifications and experience;
(b) the person's or employee's current performance in the employment, if applicable.
Section 40 undoubtedly requires a school to consider how funds and other resources might be used to make adjustments that will increase and improve participation by a student with a disability in education, and consider whether reasonable adjustments can facilitate the student's participation in an educational program, and/or derive a substantial benefit from it.
Examples given in section 40 include providing a teacher's aide or particular software packages for computers; moving a course or event from an inaccessible venue to an accessible.
The requirement to make reasonable adjustments and the factors included in 40(3), make it clear that section 40 is not a requirement to create a perfect environment for every student with a disability regardless of the nature and extent of the disability, and regardless of the funding or teacher time required.
Did IAS consider the issue of reasonable adjustments under section 20 in relation to Ms Butterworth's workplace injury?
We consequently had a number of discussions about what other jobs were available at IAS for the Applicant to perform. In our opinion, no position was available. IAS still required someone to perform the Applicant's pre-injury role.
Pursuant to the Accident Compensation Act 1985, we have held your position open for 52 weeks to enable you to return to that position at any time during that period if you were declared fit to resume your pre-injury hours and pre-injury duties. As we have met out obligation in that regard and you have not been able to return to you full pre-injury duties. Independence Australia will be reviewing you r circumstances in relation to your ongoing incapacity to discharge your obligations under your contract of employment.
We are also reviewing the provision of the alternate/modified duties you are performing which do not form the tasks of current positions within the call centre [my emphasis] and are temporary in nature for the purpose of return to work. As we are no longer under an obligation to continue to provide such duties for you we now require further information on your capacity.
As Independence Australia requires a person employed in your pre-injury position to be fit and able to perform all the duties required of this role, we are now seeking medical evidence to determine if and when you will have the capacity to be able to perform all the duties required of your position without risk of further injury or aggravation
We advise that if this evidence indicates that you remain incapacitated for the duties of your per-injury position, termination of your employment may result
What accomodations, if any, could be made to enable her to safely perform work for Independence Australia?[31]
Independence Australia Requires a person employed as a Customer Services Officer within our Call Centre [my emphasis] to be fit and able to perform all the duties of this position without any risk of aggravation or further injury - and you have been medically certified as being unable to do so. As Independence Australia has no other suitable employment that we can offer you on an ongoing basis, we have regretfully made a decision to terminate your employment, with five weeks paid notice effective from today...
Were there reasonable adjustments could IAS have made?
For approximately twelve months following the changes to the management of the TAC contract, Ms Sutton remained as the sole contact for the TAC account. After this period, she began to delegate certain tasks to CSOs. The contract (continence and equipment) has been managed for the last 18 months by a single senior staff member who is also responsible for the accounts payable aspect of the account which includes clearing any outstanding invoices for the TAC and managing the equipment portal. This staff member delegates tasks relating to the TAC account as necessary.
Redeployment to key accounts/enquiries - a reasonable adjustment?
If you disagree with our decision to terminate your employment for the reasons outlined above, we invite you to provide us with written representation to support your continued contract of employment. Any such representation should be sent directly to Asia Tomczyk by Friday, 3 May 2013 to enable it to be considered before the termination of your employment takes effect on 18 May 2013.... If you do not wish to meet with us and we do not receive anything further from you, the termination of your employment will take effect on the date indicated above.
Independence Australia Requires a person employed as a Customer Services Officer within our Call Centre to be fit and able to perform all the duties of this position without any risk of aggravation or further injury - and you have been medically certified as being unable to do so.
CLAIM 3: THE ALLEGATION OF 'BULLYING, ABUSE AND STALKING' BY MR DOWLING
Re: unnecessary Conflict and Stress - Justin Dowling subjected the applicant to unnecessary and/or excessive surveillance, bullying, abuse and undermining
From around this time [April/May 2011] I was constantly watched, monitored, micro-managed, harassed, bullied and abused by Justin Dowling. He constantly questioned why I was speaking to any other employee, going to the fax or printer, or leaving the room, including to go to the toilet and demanded that I advise him whenever I was going to leave the room for any reason, despite the fact that all employees were already obliged to press a specific button on their phone when they started a break....
In around June 2012, Mr Dowling loudly insisted that I explain why I needed to talk to Jayne Sutton on an occasion when Brandy Johnstone and Sophie Williamson were also present. He told me that he was my supervisor for the day and had told me this before and asked if I was deaf.
On or around 12 January 2013, Mr Dowling was supervising the call centre and I consequently felt so apprehensive about his constant obsessive monitoring and harassment that I tried to spare myself these by simply not taking the breaks which I should have been taking under my return to work plan. At about 12.30PM, Mr Dowling objected to me E-Mailing a Certificate of Capacity to Ms Tomczyk without his permission, which I was only doing after the time which I should have spent answering phones at one stretch under my return to work plan had expired. He then subjected me to constant surveillance until my lunch-break was over and another employee approached me and advised me as soon as my lunch-break was over. Justin Dowling as an afterthought told me that I need to ask his permission every time I need to do anything personal during my work time.
The Applicant alleges that I objected to her emailing a Certificate of Capacity to Ms Tomczyk during the time she was rostered to answer customer calls. I recall this incident. I directed the Applicant to focus on her CSC duties when she was meant to be available to answer customer calls. I said that she could address personal matters during her break times. As raised at paragraph 39 of my statement above, CSOs are rostered to manage the anticipated volume of calls. If one CSO is unavailable without notice, customer calls are lost and other CSOs are under greater pressure to manage calls. I considered this was a reasonable direction.
In regard to the Applicant's WorkCover claim, Asia Tomczyk inaccurately and unfairly advised Veena Mehta from Resolve Rehabilitation Services, in an Initial Return to Work Report to CGU Insurance, that the Applicant was insubordinate to the General Manager and supervisors and frequently took time off on sick leave.
Asia advised from management point of view there was ongoing concern pertaining to work and conflict and insubordination with Call Centre Supervisor and General Manager
Under section 125 of the EO Act, after hearing the evidence and representations of the parties, the tribunal may find that a person has or has not contravened a provision. If it finds there has been a contravention, the tribunal may make a range of orders including for a person to pay to the applicant an amount the tribunal thinks fit to compensate for loss, damage or injury suffered in consequence of a contravention. The tribunal may also make an order that the person do anything with a view to redressing any loss, damage or injury suffered as a result of the contravention.
Appendix: Provisions of the Accident Compensation Act referred to by the Respondent
(a) that employers, workers and other persons involved in the return to work process cooperate to ensure that workers successfully return to work;
(b) that employers are responsible for providing pre-injury employment or suitable employment to enable workers to return to work;
(c) that workers are responsible for participating in the return to work process consistently with their capacity for work;
(d) for workers to be represented, assisted and supported in the return to work process;
(e) for effective occupational rehabilitation for workers to facilitate their early and sustainable return to work.
pre-injury employment means the employment of a worker in a position which is the same as or equivalent to the position in which the worker was employed before receiving the injury;
employment obligation period means the period of 52 weeks -
(i) the date the employer receives from the worker a medical certificate issued in accordance with section 105(1); or
(ii) the date the employer receives a claim for compensation from the worker in the form of weekly payments; or
(iii) the date the employer is notified by the Authority that the worker has made a claim for compensation in the form of weekly payments; or
(iv) the date the employer is notified by the Authority that the worker has provided the Authority with a medical certificate issued in accordance with section 105(1) -
(b) being an aggregate period beginning on that earliest date, whether or not consecutive, in respect of which the worker has an incapacity for work resulting from or materially contributed to by the injury to which the employment obligation period relates.
(2) An employer must, to the extent that it is reasonable to do so, provide to a worker for the duration of the employment obligation period -
(a) suitable employment if the worker has a current work capacity; and
(b) pre-injury employment if the worker no longer has an incapacity for work.
(1) An employer must, to the extent that it is reasonable to do so, plan the return to work of a worker from the date on which the employer knows or ought reasonably to have known of the worker's incapacity for work, whichever is the earlier date.
(2) An employer must when planning the return to work of a worker undertake the tasks specified in subsection (3) as often as is necessary to enable the worker to return to work in employment which is consistent with the worker's capacity for work.
(3) Planning the return to work of a worker includes -
(a) obtaining relevant information about the worker's capacity for work; and
(b) considering reasonable workplace support, aids or modifications to assist in the worker's return to work; and
(c) assessing and proposing options for suitable employment or pre-injury employment; and
(d) engaging in consultation in accordance with section 196; and
(e) providing the worker with clear, accurate and current details of the worker's return to work arrangements; and
(4) For the purposes of this section, an employer knows or ought reasonably to have known of the worker's incapacity for work from the date of the commencement of the employment obligation period within the meaning of section 194.
196 Consult about the return to work of a worker
(1) An employer must, to the extent that it is reasonable to do so, consult about the return to work of a worker with -
(b) subject to the consent of the worker, the worker's treating health practitioner; and
(c) a provider of occupational rehabilitation services that provides those services to the worker in accordance with Division 2B of Part IV and section 99A.
(2) The employer must consult with the persons specified in subsection (1) by -
(a) sharing information about the worker's return to work; and
(b) providing a reasonable opportunity for those persons to consider and express their views about the worker's return to work; and
(3) For the purposes of this section, an employer's consultation with a worker about the return to work of the worker must involve the employer consulting directly with the worker however a worker may be assisted by a representative during any consultation.
[1] Section 194 of the Accident Compensation Act 1994: obligation to provide, for a period of 52 weeks, suitable employment if the employee has some capacity for work and pre-injury employment if the employee no longer has an incapacity.
[4] 1995 Act: section 14; 2010 Act: section 18
[5] 1995 Act: section 69; 2010 Act: section 75.
[6] 1995 Act: section 80; 2010 Act: section 86.
[7] Section 23 of the 2010 Act is a 'companion' section to s.20. It permits discrimination against an employee on the basis of disability if the adjustments required are not reasonable adjustments or the employee could not adequately perform the genuine and reasonable requirements of the employment even after the adjustments are made
[8] See H J Heinz v Turner [1998] 4 VR 872 at [882]; Aitken and ors v State of Victoria [2012] VCAT 1547 at [539] - [548].
[9] As expressed in AB v Ballarat Christian College [2013] VCAT 1790 at [15] referred to by the respondent in submissions.
[10] [1938] HCA 34; (1938) 60 CLR 336 ('Briginshaw').
[11] Ms Tomczyk's witness statements were all in the name of 'Asia' Tomcyzk. When asked her full name, she gave her full name as Johanna Tomczyk but said she 'goes by the name of Asia'.
[12] See section 20, 21 and 22 of the Occupational Health and Safety Act 2004
[13] Using the description in paragraph 7 of the particulars of claim
[14] In the particulars to paragraph 7 of the Particulars of Claim
[15] Paragraph 9 of the Particulars of Claim
[16] At paragraph [18] of her witness statement
[17] As discussed later in relation to reasonable adjustments Mr Dowling said that the key accounts division has since grown and there are now seven people working it.
[18] Including Li Rosi v Donfield Constructions Pty Ltd (1996) 72 IR 106, at 108-9; Commonwealth v Evans [2004] FCA 654 at paragraphs 27, 30, 64-8 and 75; Bailey v ANU (1995) EOC 92-744, at 78:546 and 552-3 and others referred to the written submissions.
[22] The language used is discussed further below.
[24] [2015] VCAT 1432, 9 September 2015
[25] Referred to in the respondent's written submissions on the question of standard of proof.
[28] Cosma v Qantas Airways Limited [2002] FCA 640 at [67]- [69].
[29] Overturned by the QCAT appeal Tribunal. State of Queensland (Queensland Health) v Chivers [2013] QCATA 256 (23 September 2013) Appeal to the Court of Appeal dismissed_: Chivers v State of Queensland (Queensland Health) [2014] QCA 141 (13 June 2014)_
[31] The question was also asked in Ms Tomczyk's January 2012 letter to Dr Sharma, at TB 267
[32] Ms Tomczyk's witness statement at [58] notes that Ms Butterworth was reporting that the physical demands of her role aggravated her condition.
[33] This is consistent with a number of the documents relevant to the WorkCover claim which refer to the role as 'call centre operator' - e.g the Certificate of Capacity dated 27/4/12 at TB 305.
[34] See section 20, 21 and 22 of the Occupational Health and Safety Act 2004
[96] [footnote numbering in quoted paragraphs] Deckert v Victorian Institute of Dryland Agriculture [2006] VCAT 299.
[97] GLS v PLP [2013] VCAT 221 at paragraph 275, per Garde P referring to I & L Securities Pty Ltd v HTW Valuers (Brisbane) Pty Ltd [2002] HCA 41 per Gaudron, Gummow and Hayne JJ at paragraphs 56 to 57.
[98] Richardson v Oracle [2014] FCAFC 82, per Kenny J at paragraphs 95 to 97, including reference to the Victorian Court of Appeal's decision in Amaca Pty Ltd v King [2011] VSCA 447, an asbestos related negligence case.
[99] Tan v Xenos (No 3) [2008] VCAT 584 at paragraph 556.
Butterworth
Independence Australia Services
(1996) 72 IR 106
(1938) 60 CLR 336