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[2011] FMCA 171
Federal Magistrates Court of Australia
2011-03-31
Original judgment source is linked above.
(ii) has, or has not, exercised a workplace right; or
(iii) proposes or proposes not to, or has at any time proposed or proposed not to, exercise a workplace right; or
(b) to prevent the exercise of a workplace right by the other person. ...
Meaning of workplace right
(1) A person has a workplace right if the person:
- (a) is entitled to the benefit of, or has a role or responsibility under, a workplace law, workplace instrument or order made by an industrial body; or
- (b) is able to initiate, or participate in, a process or proceedings under a workplace law or workplace instrument; or
- (c) is able to make a complaint or inquiry:
(i) to a person or body having the capacity under a workplace law to seek compliance with that law or a workplace instrument; or
(ii) if the person is an employee - in relation to his or her employment ...
342 Meaning of adverse action
(1) The following table sets out circumstances in which a person takes adverse action against another person.
(b) injures the employee in his or her employment; or
(c) alters the position of the employee to the employee's prejudice; or
(d) discriminates between the employee and other employees of the employer.
...
(2) Adverse action includes:
- (a) threatening to take action covered by the table in subsection (1); and
- (b) organising such action. ...
(a) not unlawful under any anti-discrimination law in force in the place where the action is taken; or
(b) taken because of the inherent requirements of the particular position concerned; or
(c) if the action is taken against a staff member of an institution conducted in accordance with the doctrines, tenets, beliefs or teachings of a particular religion or creed - taken:
(i) in good faith; and
(ii) to avoid injury to the religious susceptibilities of adherents of that religion or creed.
(3) Each of the following is an anti-discrimination law:
- ...
(ab) the Disability Discrimination Act 1992; ...
(2) A prescribed kind of illness or injury exists if the employee provides a medical certificate for the illness or injury, or a statutory declaration about the illness or injury, within:
(a) 24 hours after the commencement of the absence; or
(b) such longer period as is reasonable in the circumstances.
(3) A prescribed kind of illness or injury exists if the employee:
- (a) is required by the terms of a workplace instrument:
- (i) to notify the employer of an absence from work; and
- (ii) to substantiate the reason for the absence; and
- (b) complies with those terms. ...
12. Section 361 of the FWA is concerned with proving the reason for action alleged to be contrary to a provision of pt.3-1 of the FWA. It provides:
361 Reason for action to be presumed unless proved otherwise
(1) If:
(a) in an application in relation to a contravention of this Part, it is alleged that a person took, or is taking, action for a particular reason or with a particular intent; and
(b) taking that action for that reason or with that intent would constitute a contravention of this Part;
it is presumed, in proceedings arising from the application, that the action was, or is being, taken for that reason or with that intent, unless the person proves otherwise.
(2) Subsection (1) does not apply in relation to orders for an interim injunction.
360 Multiple reasons for action
For the purposes of this Part, a person takes action for a particular reason if the reasons for the action include that reason.
14. The applicant submitted that the Disability Discrimination Act has relevance to her claim. Sections 5 and 6 of that Act provide:
5 Direct disability discrimination
(1) For the purposes of this Act, a person (the discriminator) discriminates against another person (the aggrieved person) on the ground of a disability of the aggrieved person if, because of the disability, the discriminator treats, or proposes to treat, the aggrieved person less favourably than the discriminator would treat a person without the disability in circumstances that are not materially different.
(2) For the purposes of this Act, a person (the discriminator) also discriminates against another person (the aggrieved person) on the ground of a disability of the aggrieved person if:
- (a) the discriminator does not make, or proposes not to make, reasonable adjustments for the person; and
- (b) the failure to make the reasonable adjustments has, or would have, the effect that the aggrieved person is, because of the disability, treated less favourably than a person without the disability would be treated in circumstances that are not materially different.
(3) For the purposes of this section, circumstances are not materially different because of the fact that, because of the disability, the aggrieved person requires adjustments.
6 Indirect disability discrimination
- (1) For the purposes of this Act, a person (the discriminator) discriminates against another person (the aggrieved person) on the ground of a disability of the aggrieved person if:
- (a) the discriminator requires, or proposes to require, the aggrieved person to comply with a requirement or condition; and
- (b) because of the disability, the aggrieved person does not or would not comply, or is not able or would not be able to comply, with the requirement or condition; and
- (c) the requirement or condition has, or is likely to have, the effect of disadvantaging persons with the disability.
- (2) For the purposes of this Act, a person (the discriminator) also discriminates against another person (the aggrieved person) on the ground of a disability of the aggrieved person if:
- (a) the discriminator requires, or proposes to require, the aggrieved person to comply with a requirement or condition; and
- (b) because of the disability, the aggrieved person would comply, or would be able to comply, with the requirement or condition only if the discriminator made reasonable adjustments for the person, but the discriminator does not do so or proposes not to do so; and
- (c) the failure to make reasonable adjustments has, or is likely to have, the effect of disadvantaging persons with the disability.
- (3) Subsection (1) or (2) does not apply if the requirement or condition is reasonable, having regard to the circumstances of the case.
- (4) For the purposes of subsection (3), the burden of proving that the requirement or condition is reasonable, having regard to the circumstances of the case, lies on the person who requires, or proposes to require, the person with the disability to comply with the requirement or condition.
15. Section 4 of the Disability Discrimination Act provides:
disability, in relation to a person, means:
(a) total or partial loss of the person's bodily or mental functions; or
(b) total or partial loss of a part of the body; or
(c) the presence in the body of organisms causing disease or illness; or
(d) the presence in the body of organisms capable of causing disease or illness; or
(e) the malfunction, malformation or disfigurement of a part of the person's body; or
(f) a disorder or malfunction that results in the person learning differently from a person without the disorder or malfunction; or
(g) a disorder, illness or disease that affects a person's thought processes, perception of reality, emotions or judgment or that results in disturbed behaviour;
and includes a disability that:
(h) presently exists; or
(i) previously existed but no longer exists; or
(j) may exist in the future (including because of a genetic predisposition to that disability); or
(k) is imputed to a person.
To avoid doubt, a disability that is otherwise covered by this definition includes behaviour that is a symptom or manifestation of the disability.
The applicant agreed that taking the stretch breaks accorded with her doctor's recommendations and said that she did take them.
She deposed that Ms Blyth and Mr Maxwell each separately confirmed that there were "no other issues" and that the recommendation for termination was "only based on the two targets" which they had identified.
... the possibility that I have been Discriminated against due to Disability on two occasions - one during the months of October/November whilst I was suffering from a back injury, and a second occasion after being notified of not meeting the WIP for November and not being offered an extension due to requiring time off to attend Day Surgery ...
By email later on 16 December 2009 and following some intervening exchanges, Ms Tyler advised the applicant as follows:
I found that John Tubman made contact with you on commencement so I'm satisfied that the CSP [Child Support Program] carried out its duty of care in that regard. I also can see that John has had a good deal of interaction with you and that you have been well supported. I think you will find that a doctor is the appropriate person to comment on whether a person has a disability rather than a legal adviser. No need for that though, I just wanted to check that we hadn't missed the opportunity to ensure that your needs were attended to both at the start and during your time here.
Full phone call expectation for November was 420 (average 20 per day)
3 days reduction figures are 360 (average 17 per day)
Sandra's calls were 222 (average 10 per day)
Mr Cartledge invited the applicant's comments before making a final decision.
That Work Level Standard also specified certain required capabilities for employees of the CSA, including those at the level of CSO 3:
Essential capabilities for roles at this level are:
Contributes to Strategic Thinking
Develops and Uses Professional and Technical Expertise
- Develops and uses technical, professional or specialist knowledge and expertise
Sandra needs to be a little more mindful of others learning styles and allows [sic] other team members to demonstrate their understanding.
Sandra ... would benefit by being more proactive in developing more of a rapport with her peers.
Sandra needs to display a better understanding of the APS Values and Code of Conduct.
The document bears the signature of the applicant and Mr Cunio, her then-supervisor, together with the applicant's acknowledgment that she understood what had been explained to her by her supervisor.
Each of these reports was signed by the applicant and by Mr Cunio, the applicant indicating that she agreed with the assessments.
She said that if a person is able to make a complaint or an inquiry in relation to their employment then that is a workplace right. She submitted that the FWA did not restrict the person or body to whom such a complaint or inquiry could be directed and, by reference to para.1370 of the explanatory memorandum to the Fair Work Bill 2008, submitted that it included situations where an employee makes an inquiry or complaint to his or her employer.
The applicant submitted that this letter had to be read with the dismissal letter of 22 December 2009 and described it as one in which Mr Cartledge set out his reasons for his decision, one of which was the temporary absences to which he referred. The applicant submitted that these temporary absences were caused by her illness and injury and that, as a result, what Mr Cartledge had said in his letter indicated that the respondent had acted contrary to s.351 in that it had taken adverse action against her as a result of her injuries.
...
- (e) the malfunction, malformation or disfigurement of a part of the person's body ...
She submitted that her gynaecological problems, her bulging discs and her back problems were disabilities and that it was because of these, and her need to have surgery in respect of them, that the relevant adverse action, namely Ms Blyth's decision to not extend her WIP, was taken.
Davids Distribution Pty Ltd v National Union of Workers [1999] FCA 1108; (1999) 91 FCR 463 at 501 [109]; Rojas v Esselte Australia Pty Ltd (No.2) [2008] FCA 1585; (2008) 177 IR 306 at 321-322 [49]; Construction, Forestry, Mining & Energy Union v Coal & Allied Operations Pty Ltd [1999] FCA 1531; (1999) 140 IR 131 at 167 [161]- [162]; Randall v Greyhound Australia Pty Ltd [2008] FMCA 1191.
2. a particular physical or mental weakness or incapacity.
Further, the Shorter Oxford English Dictionary (6th ed.) relevantly defines "disability" as:
3. An instance of lacking ability; now spec_. a physical or mental condition (usu. permanent) that limits a person's movements, activities, or senses._
The applicant's submission was that as her temporary absences were caused by illness and injury, this statement of Mr Cartledge, when combined with the reasons for dismissal given in his letter of 22 December 2009, indicated that the dismissal had been motivated, at least in part, by her injury and illness.
(3) A prescribed kind of illness or injury exists if the employee:
- (a) is required by the terms of a workplace instrument:
- (i) to notify the employer of an absence from work; and
(ii) to substantiate the reason for the absence; and
Other adverse action - because of disability contrary to the FWA
The words "injure in his employment" are in the context of s.5 words of wide import. I do not regard them as referring only to financial injury or injury involving the deprivation of rights which the employee has under a contract of service. They are, in my view, applicable to any circumstances where an employee in the course of his employment is treated substantially differently to the manner in which he or she is ordinarily treated and where that treatment can be seen to be seen injurious or prejudicial. (at 164)
In that case, a Qantas flight steward was stood down, apparently on full pay, for a month because he did not participate in industrial action and other flight stewards would not work with him for a one month period. Had he been rostered for work, it was probable that the other stewards would have instituted further industrial action. Ellicott J said:
Singling him out to be stood down from his employment for a period in circumstances where his fellow employees won't work with him for that period is in my view clearly an injury to him in his employment. (at 164)
being held to constitute an "injury" for the purpose of provisions such as item 1 of s.342(1). This may carry an implication that the employer's discriminatory act alone is sufficient to amount to injury in employment and that the employee need not be in a worse situation after the employer's acts than before them.
The employee has consistently achieved acceptable performance standards:
Consistently achieved acceptable performance standards, no further action will be taken (retain plan on official performance management file)
Required performance standard not achieved. Proposed action recommended:
Work improvement plan to be extended for .......... Weeks; or
Termination of employment before expiration of probation period.
Alteration of employee's position to their prejudice
His Honour went on to adopt what Smithers J had said in Childs v Metropolitan Transport Trust at 947 which was, relevantly:
No doubt, because it was found that a man could suffer because of his activities in the operation of the Act, through action taken against him by his employer because of those activities, which did alter his position in his employment to his detriment, but did not actually injure him then and there in a practical way. It seemed good to parliament, therefore, to say to employers, 'You must not dismiss him for any of those reasons. You must not injure him in his employment for any of those reasons and you must not, whether you injure him or not, alter his position to his prejudice.'
These views were also adopted by Evatt J in Blair v Australian Motor Industries and referred to by RD Nicholson J in Maritime Union of Australia v Geraldton Port Authority [1999] FCA 899; (1999) 93 FCR 34 at 70 [229].
The Shorter Oxford English Dictionary (6th ed.) relevantly defines "discriminate" as:
4. Make a distinction in the treatment of different categories of people or things, esp. unjustly or prejudicially against people on grounds or race, colour, sex, social status, age, etc.
The element of intent is central to these definitions. To discriminate requires a conscious decision to make a distinction, in this case between people.
Although it has been held earlier in these reasons that ss.5 and 6 of the Disability Discrimination Act do not inform the interpretation of s.351 of the FWA, nevertheless s.5's characterisation of discrimination, as a person being treated less favourably than others, appears to encapsulate an important part of the meaning of discrimination to be derived from the dictionary definitions and the object expressed in s.336(d), in the sense that a person is being treated unjustly, prejudicially, discriminated against, victimised or adversely affected.
Ms Blyth also deposed that she "categorically reject[ed]" any suggestion that the applicant's injury or health was a factor in her election to not extend the WIP by a week. This issue was not explored with Ms Blyth when she was cross-examined and, in particular, it was not put to her that her decision to not extend the applicant's WIP was because of a particular disability suffered by the applicant or even because of the applicant's absence from work for surgery.
Other adverse action - conduct contrary to the Disability Discrimination Act
Other adverse action - discrimination between employees because of workplace right
I certify that the preceding one-hundred and ninety-two (192) paragraphs are a true copy of the reasons for judgment of Cameron FM
Hodkinson
The Commonwealth [2011] FMCA 171
Liquor Hospitality & Miscellaneous Union v Arnotts Biscuits Ltd [2010] FCA 770; (2010) 188 FCR 221
Barclay v Board of Bendigo Regional Institute of Technical & Further Education [2011] FCAFC 14
Davids Distribution Pty Ltd v National Union of Workers [1999] FCA 1108; (1999) 91 FCR 463
Rojas v Esselte Australia Pty Ltd (No.2) [2008] FCA 1585; (2008) 177 IR 306
Construction, Forestry, Mining & Energy Union v Coal & Allied Operations Pty Ltd [1999] FCA 1531; (1999) 140 IR 131
Randall v Greyhound Australia Pty Ltd [2008] FMCA 1191
Qantas Airways Ltd v Gama [2008] FCAFC 69; (2008) 167 FCR 537
Stevenson v Murdoch Community Services Inc [2010] FCA 648
Rogers v Millennium Inorganic Chemicals Ltd [2009] FMCA 1; (2009) 229 FLR 198
Patrick Stevedores Operations No.2 Pty Ltd v Maritime Union of Australia [1998] HCA 30; (1998) 195 CLR 1
Australian Workers' Union v BHP Iron-Ore Pty Ltd [2001] FCA 3; (2000) 106 FCR 482
McIlwain v Ramsey Food Packaging Pty Ltd [2006] FCA 828; (2006) 154 IR 111
Linehan v Northwest Exports Pty Ltd [1981] FCA 199; (1981) 57 FLR 49
Maritime Union of Australia v Geraldton Port Authority [1999] FCA 899; (1999) 93 FCR 34
BHP Iron Ore Pty Ltd v Australian Workers' Union [2000] FCA 430; (2000) 102 FCR 97
(2010) 188 FCR 221
(1999) 91 FCR 463
(2008) 177 IR 306
(1999) 140 IR 131
(1990) 20 NSWLR 72
(2008) 167 FCR 537
(2009) 229 FLR 198
(1998) 195 CLR 1
(2000) 106 FCR 482
(2006) 154 IR 111
(1982) 2 IR 155
(1996) 73 IR 140
(1982) 61 FLR 283
(1981) 57 FLR 49
(1999) 93 FCR 34
(2000) 102 FCR 97
(2010) 239 CLR 531