austlii:cth/ARTA/2025/2313
General information, not legal advice.
ARTA
2025-10-31
Original judgment source is linked above.
Compensation for injuries > > (1) Subject to this Part, Comcare is liable to pay compensation in accordance with this Act in respect of an injury suffered by an employee if the injury results in death, incapacity for work, or impairment. > > (2) Compensation is not payable in respect of an injury that is intentionally self - inflicted. > > (3) Compensation is not payable in respect of an injury that is caused by the serious and wilful misconduct of the employee but is not intentionally self - inflicted, unless the injury results in death, or serious and permanent impairment.
Definition of injury > > (1) In this Act: > > "injury" means: > > (a) a disease suffered by an employee; or > > (b) an injury (other than a disease) suffered by an employee, that is a physical or mental injury arising out of, or in the course of, the employee's employment; or > > (c) an aggravation of a physical or mental injury (other than a disease) suffered by an employee (whether or not that injury arose out of, or in the course of, the employee's employment), that is an aggravation that arose out of, or in the course of, that employment; > > but does not include a disease, injury or aggravation suffered as a result of reasonable administrative action taken in a reasonable manner in respect of the employee's employment. > > (2) For the purposes of subsection (1) and without limiting that subsection, reasonable administrative action is taken to include the following: > > (a) a reasonable appraisal of the employee's performance; > > (b) a reasonable counselling action (whether formal or informal) taken in respect of the employee's employment; > > (c) a reasonable suspension action in respect of the employee's employment; > > (d) a reasonable disciplinary action (whether formal or informal) taken in respect of the employee's employment; > > (e) anything reasonable done in connection with an action mentioned in paragraph (a), (b), (c) or (d); > > (f) anything reasonable done in connection with the employee's failure to obtain a promotion, reclassification, transfer or benefit, or to retain a benefit, in connection with his or her employment.
...what is required to meet the causal connection connoted by the exclusionary phrase in s 5A(1) in its application to a disease within s 5A(1)(a) is therefore that the employee would not have suffered that disease, as defined by s 5B(1), if the administrative action had not been taken. That is to say, the causal connection is met if, without the taking of the administrative action, the employee would not have suffered the ailment or aggravation that was contributed to, to a significant degree, by the employee's employment.'
(a) T-Documents dated 7 February 2023; > > (b) Supplementary T-Documents dated 31 January 2025; > > (c) Amended Supplementary T-Documents dated 25 July 2025; > > (d) Joint Hearing Book dated 25 July 2025 (Exhibit 1); > > (e) Medical report of Dr Barrett dated 7 June 2024 (Exhibit 2); > > (f) Applicant's Statement of Events dated 8 August 2022 (Exhibit 3); > > (g) "Industry Standard of BW Ops Task" by the Applicant (Exhibit 4); > > (h) Terms of Settlement between the Applicant and Advance Delivery Consulting Pty Ltd dated 19 December 2019 (Exhibit 5); > > (i) Clinical records of Hornsby Medical Centre (Exhibit 6); > > (j) Letter from Dr Mouawad dated 20 June 2025 (Exhibit 7); > > (k) Report from Dr Hall to Dr Mouawad dated 25 June 2025 (Exhibit 8); > > (l) LinkedIn profile extract of Ms R (Exhibit 9); > > (m) Bundle of emails dating between 13 May and 27 May 2021 produced by Mr S as at hearing (Exhibit 10).
(n) Fair Work Commission Statement of the Applicant dated 1 November 2021; > > (o) Fair Work Commission Statement of Ms R dated 15 November 2021; > > (p) Fair Work Commission Statement of Mr S dated 15 November 2021; > > (q) Fair Work Commission Statement of Ms M dated 15 November 2021; > > (r) Fair Work Commission Statement of the Applicant in Reply dated 22 November 2021; > > (s) Statement of the Applicant dated 29 August 2022 obtained by Clarity Workplace Solutions; > > (t) Statement of Mr S dated 22 September 2022 obtained by Clarity Workplace Solutions.
(a) Applicant's filed evidence: Letter from C & M Lawyers to Dr. Christopher Canaris dated 11 May 2023; Independent Medical Report of Dr. Christopher Canaris dated 25 May 2023; Supplementary Report of Dr. Christopher Canaris dated 25 May 2023; Report of Dr. David Hall (Psychiatrist) dated 5 June 2024; Letter from C&M Lawyers re Out of pocket expenses dated 18 November 2024; Letter from C&M Lawyers -Further out of pocket expenses dated 20 November 2024. > > (b) Respondent's filed evidence: Briefing Letter to Dr. Melissa Barrett dated 26 July 2023; Briefing Letter to Dr. Melissa Barrett (PI) dated 17 August 2023; Report of Dr. Melissa Barrett (Psychiatrist) dated 29 November 2023; Briefing Letter to Dr. Melissa Barrett (PI) dated 27 May 2024; Report of Dr. Melissa Barrett dated 7 June 2024; > > (c) Summonsed Records: Medical records Granville Family Medical Centre as at 26 April 2023; Medical records The Madison Medical Centre Hornsby as at 15 January 2025; Employment Records Department of Education as at 4 April 2024; Medical records Hornsby Station Medical Practice as at 15 January 2025; Medical records Leslie Spitz - Logic Lounge Psychology as at 15 January 2025; Medical records Edge Medical Centre Prospect as at 15 January 2025; Medical records Hornsby Mall Medical Centre as at 15 January 2025; Medical records Dr David Hall as at 13 February 2025.
(d) The Applicant commenced employment with the Respondent as a Payroll Analyst in the Governance and Assurance Team on 30 September 2020. She was initially assigned to work in the BOOT12 Team (Better Off Overall Test Team 12) for a period of about 7 weeks.
(e) On 16 November 2020 the Applicant was assigned to work in the Assurance Team, supervised by Ms R.
(f) In January 2021 the Applicant was assessed in an Interim Performance Review for FY21 (period 1 July 2020 to 31 December 2020).
(g) On 12 May 2021 the Applicant was assigned to the Bank West Ops Task by Ms R.
(h) On 13 May 2021 Ms R sent the Applicant and her team a meeting request with the subject "BW service ops calc cadence". The meeting request was a bi-weekly request with the stated purpose: Purpose - to provide updated and clear any blockages associated with the BW service ops calculations so that the business can be communicated impact by 28th May.
At the meeting, the Applicant raised her concern that she believed that she did not have all the relevant data required to complete the review task, because "historical payroll data" had not been provided. She also raised concerns about incomplete information and the task deadline.
Ms R responded to those concerns during the meeting.
(i) On 17 May 2021 the Applicant emailed Ms R a list of "the details of the information to confirm for the BW Ops Review". On 18 May 2021 Ms R responded to the Applicant, copied into Mr S, with comments added to an attached excel spreadsheet, a list of abbreviations and their meanings, and identifying a sample of comments located in the roster for which "we need a decided approach".
(j) On 26 May 2021 the Applicant had a meeting with Ms R. Ms R assigned Mr A, an Assurance Analyst in the Assurance team, to work with the Applicant. Ms R, the Applicant and Mr A had a conversation about Mr A assisting the Applicant with the BW Ops calculations. Ms R requested that the task be completed and sent to her for review by the following day.
(k) On 27 May 2021 Mr A provided Ms R with BW Ops calculations for review.
(l) On Friday 28 May 2021 the Applicant took sick leave. The Bankwest Ops Review task was finalised.
(m) In June 2021 Ms R assigned the "Bankwest Annual Leave Loading task" (LL task) to the Applicant, estimating that the task should take approximately one week.
(n) On 13 July 2021, the Applicant began homeschooling her daughter due to the COVID-19 lockdown. On 19 July 2021 the Applicant's cousin in China died.
(o) On 20 July 2021 the Applicant informed Ms R that she wished to take leave. She initially asked about Pandemic Special Leave and when Ms R responded that she would have to "look into it", the Applicant asked to take 2 days of RDO (Rostered Days Off) instead. Ms R approved that request and asked the Applicant to provide an update on the LL task before she logged off as "it's been in train for 4 weeks".
(p) On 21 and 22 July 2021 the Applicant was on RDO leave.
(q) On 23 July 2021 Ms R conducted the Applicant's Performance and Feedback Review (PFR). The feedback given to the Applicant by Ms R was followed by a confirmation email on 26 July 2021 (the PFR email), which summarised the key concerns discussed at the meeting and suggestions for tracking progress and improvement.
(r) On 23 July 2021 Ms R emailed the Applicant regarding her leave request, asking the Applicant to propose a flexible working arrangement which would suit her circumstances. The Applicant provided her proposal via email on 26 July 2021, involving utilisation of her personal leave for ½ day each working day. This was approved by Ms R on 26 July 2021.
(s) On 27 July 2021 the Applicant responded to the PFR email with her comments.
(t) On 29 July 2021 Ms R invited the Applicant to a weekly meeting via Microsoft Teams commencing 4 August 2021. The meeting invitation stated the following:
Further to my email on Monday, this meeting will be the first of our weekly catch ups to go through performance and progress (i.e. this is what we call Informal Performance Management - we will discuss more about this next Wednesday).
I know you're on flexible working hours these days so please let me know if this time doesn't suit.
(u) On 3 August 2021 Ms R assigned the Applicant to the 'Treasury/Teller One Allowance" task.
(v) On 4 August 2021 the Applicant attended the planned meeting with Ms R.
(w) On 6 August 2021 the Applicant had a meeting with Mr S, then filed a "Stop Bullying" application with the Fair Work Commission under s 789FC of the Fair Work Act 2009. The Applicant also attended a GP, Dr Krishnan.
(x) On 7 August 2021 Ms R sent the Applicant an email regarding the meeting of 4 August 2021 and commencement of informal performance management plan (IPMP).
(y) On 8 August 2021 the Applicant responded to the 7 August 2021 email, copied to Mr S, Sian Lewis (Respondent's Group Executive Human Resources) and Matt Comyn (Respondent's CEO), and informed Ms R that she had submitted a Stop Bullying application to the Fair Work Commission on 6 August 2021.
(z) On 10 August 2021 the Applicant's reporting line was transferred from Ms R to Ms H, and an investigation into the Applicant's bullying allegations was commenced by the Respondent.
(aa) On 31 August 2021 Mr S met with the Applicant and informed her that his investigation had concluded with a finding that there had been no bullying.
(bb) On 1 September 2021 the Applicant was informed via letter of the Respondent's investigation findings into her bullying allegations, and that she would be moved back into Ms R's reporting line. On 3 September the Applicant had a meeting with Mr S and a representative from Workplace Relations regarding her return to her substantive role, where the Applicant informed them she would appeal the outcome of Mr S's review.
(cc) On 12 October 2021 the Respondent's Workplace Grievance Manager concluded the review into Applicant's grievances regarding Mr S's conduct of the investigation and a complaint that Mr S had bullied and harassed the Applicant, and found the Applicant's grievances unsubstantiated. The Applicant was informed via letter dated 12 October 2021, and Mr S was informed by email dated 18 October 2021. On 20 October 2021 Mr S provided the Applicant with a letter, as recommended by the Respondent's Workplace Grievance Manager, providing some further detail in relation to his investigation and findings, and outlining the process by which the Applicant would be returned to her original role, reporting to Ms R. Despite this letter, the Applicant was not, in fact, returned to Ms R's supervision at that time.
(dd) On 13 October 2021 directions were made in the Fair Work Commission to progress the Applicant's Stop Bullying application to hearing, after months of discussions and conciliations attempting alternative dispute resolution.
(ee) The Fair Work Commission hearing took place in person on 7 December 2021.
(ff) The Fair Work Commission decision was published on 28 June 2022, dismissing the Applicant's application on the basis of findings that Ms R had not engaged in any bullying of the Applicant.
(gg) On 14 July 2022 the Applicant had a meeting with Mr S where she was informed that she would be returning to her substantive position, reporting to Ms R, from 25 July 2022. This was confirmed in an email to the Applicant of 15 July 2022, noting the Applicant's intention to respond by 22 July 2022.
(hh) From 18 July 2022 the Applicant was on annual leave.
(ii) On 20 July 2022 the Applicant was certified unfit for work by Dr Rahman due to "medical condition and symptoms" from 18 July 2022 to 29 July 2022. Dr Rahman was unwilling to manage a WorkCover claim. On 20 July 2022 the Applicant also attended Dr Wijayakumar.
(jj) On 26 July 2022 the Applicant attended Dr Mouawad for the purpose of making a workers compensation claim. Dr Mouawad completed a WorkCover NSW Certificate of capacity for the Applicant and certified her unfit for work from 26 July 2022 to 12 August 2022, noting the date of injury as 30 June 2022, and the nature of the injury as "suffering from anxiety and depression from reported workplace bullying".
(kk) On 8 August 2022 the Applicant lodged her claim for workers compensation with the Respondent, stating "my recent date of injury was from 30 Jun[e], 2022" and her stated illness as "suffering from anxiety and depression from workplace bullying".
(ll) The Applicant has not since returned to work.
(a) On 26 September 2022 Dr Gill diagnosed the Applicant with an Anxiety Disorder with mixed anxiety and depressed mood; > > (b) On 25 May 2023 Dr Canaris diagnosed the Applicant with an Adjustment Disorder with anxiety and depressed mood, but acknowledged that a differential diagnosis would be one of major Depressive disorder with anxious distress; > > (c) On 29 November 2023 Dr Barrett diagnosed the Applicant with a Major Depressive Disorder and, whilst she maintained that diagnosis in a subsequent report dated 7 June 2024, she accepted in her initial report that "an Adjustment Disorder is a reasonable differential diagnosis"; > > (d) On 25 June 2025 Dr Hall stated that he had diagnosed the Applicant with an Unspecified Trauma & Stress Related Disorder (UTRSD), Depression and Panic Disorder, but that the latter 2 conditions had resolved with treatment.
Inconsistent communications > > Poor management support > > Lack of policies and procedures > > High stress level of demand > > Management actions were taken in unreasonable grounds and manners > > Inconsistently implemented group policies > > Assigned tasks beyond and under my position description > > Treated me differently
(a) "The BW Ops Task": In May 2021, the Applicant raised concerns regarding the information provided to her for the purpose of completing the BW Ops task, which she believed was inadequate or incomplete. The Applicant alleges that Ms R: > > ...was not happy and rejected the concerns and support I needed. Her behaviours and altitudes towards me changed since them. My phone call and messages to her were ignored; she talked to me in humiliating voice in front of other team members; set unrealistic deadlines and micromanaged me. I was hurt and started suffering anxiety and depression. > > (b) "The IPMP": In July 2021, in the context of the Covid-19 lockdown and personal difficulties including the requirement to homeschool her child and the death of her cousin in China, the Applicant applied for leave. The Applicant alleges that despite leave being approved, Ms R and Mr S: > > ... were not happy and imposed an Informal Performance Program on me with no reasonable grounds. I suffered more serious symptoms of anxiety and depression. I felt hard to get into sleep, was worried and depressed all the time and was constantly coughing day and night. > > (c) "The Easter Egg Incident": In April 2022, during a team meeting, another team member brought in chocolate easter eggs which were shared by the team. The Applicant alleged that: > > As the meeting table was quite large and team members hardly to reach the egg basket. [Mr S] was distributing the eggs to each of us. He started from his right-hand side. I was sitting the 3rd next to his right. He passed the eggs to the 1st and 2nd team members next to his right and he stopped. Then he restarted to distribute the eggs from his left-hand side. At the end, he did not pass the egg to me. Instead, he asked the team member sitting next to me to pass the egg to me. Everybody in the meeting room were watching and I felt badly humiliated. > > (d) "Forced leave: In June 2022, the Applicant took 5 days annual leave. The Applicant alleged that Mr S forced her to take that leave, despite her annual leave balance being under 10 days and that she had planned to take her annual leave in July and December 2022. > > (e) "Unfair delay criticism": She believed that she was penalised and criticised for delayed completion of tasks, such as the BW Ops Task and Annual Leave Loading Task, when other individuals were not criticised for delays. > > (f) "Work outside role": Being assigned work below her "grade" and being assigned work outside the scope of her role, including being requested to chair a team meeting.
(a) the date on which the condition occurred; and > > (b) whether the Applicant's condition results from reasonable administrative action, reasonably taken by the Respondent, in respect of Applicant's employment such that no entitlement arises in respect of it.
In workers compensation application form, the injury date I entered was 30 Jun, 2022, which was a mistake. After having more knowledge about Anxiety and Depression. The first symptom of the injury I suffered was Anxiety from May 2021 during the BW Ops task. I was feeling panic and having sense of impending danger each time I received [Ms R]'s email or talked to her.
Stress with work / denied any other symp[tom]s / goign [sic] to have pfizervaccination
Since BW Ops, I was distressed and experiencing anxiety, feeling nervous and worried each time talking to you or receiving your emails, and hard to get into sleep. I have been suffering non-stop coughing after our Wed 1:1 Catch up. All these were due to your following repeated behaviours
NEW pt / normally healthy / stress and low mood / cant sleep / lack of patience/ motivation / lives with husband and one daughter > > DASS 21: 21/16/21 > > wants to see counsellor / denies any suicidal and homicidal ideation > > recurrent morning cough / chest clear / awaiting 1st dose COVID vaccine > > Reason for visit: > > Mental health care plan
Dr Badruddoja made no mention of any complaint by the Applicant in relation to her work or workplace in his clinical notes, the mental health care plan he prepared, or in the letter of referral he wrote to Ms Edwina Cowdery, psychologist.
1. workplace: manager difference of opinion harassment and bullying; she was not happy with the task; she then made a deadline challenging and she was micromanaging you. > > June and July performance periods her feedback was negative. In the July homeschooling pandemic, my daughter was 6 and in year 1, she needed support (Commonwealth Bank's good support policy offers Pandemic leave). > > My cousin years old after the vaccination died. and she had deadlines and chasing them, and school homeschooling. > > I was so exhausted physically and mentally, (back pain) > > Explained I was overwhelmed to the manager; time perspective full time work hard, could she take some leave. > > 21 and 22 July had Dr's note to stay home. > > [Ms R]s On the the23rd July FRIDAY talk about performance review a lot of negative feedback. not acceptable. We have a record of hiccups (I have awards and comments from the manager's manager); she said other team members with young children try to cope themselves. and said Pandemic leave was authorized > > 27th replied formally to email re: performance review to try and defend herself again. > > 29th a meeting invitation for 4th of August (a week later) thought it was one on one. However, it was that the last one was a performance management program to address her performance issues. She was then given 4 weeks and then if she did not get better she would be dismissed. > > I became sick, stressed, anxious, could not sleep, coughing constantly, before Friday I was nervous to talk to her and felt worried when I received emails and the information was always sharp and unreasonable, she humiliated me on the team meetings on the topic I as talking about. My topic she made improper comments and made me feel embarrassed. > > Now I am feeling so lost, can't eat, no motivation to cook for daughter properly, my husband is looking after all of these things. can't read or craftor school work with daughter. She is running around with herself, she lost quality Mommy time. Feeling like crying I am trying to manage myself but it does not go away. > > Coughing, could not concentrate, could not sleep, could not do my normal routine. > > [Ms R]'s manager had a meeting with him. He said the same thing. It did help and felt like it had not been confidential. > > I felt I was really in trouble. If I disagree with the arrangement what should do. > > Make a claim with HR (Commonwealth) > > Fairwork Commission; workplace bullying 6th of August I lodged an application. > > On Saturday the 7th of August: "Commencement of informal performance management " - one issue was time frames, we will meet each week to discuss performance and feedback every Wednesday and a written report and timeline of her activities including final delivery date. > > 10th of August, [Mr S] the other manager organized a meeting with [TQJY] to address her concerns. He wants to do internal investigations and met with her and a notetaker. > > NO BULLYING HAS BEEN IDENTIFIED, I need to report back to [Ms R], I disagree. > > Legal team looking after her case. Her feedback was "no bullying identified". > > I did not agree on that Wednesday but she said in the email we agreed. She requested a report with the manager and he suggested she go to HR> > > I feel really really bullied. If you talk about something with facts I would be okay but talking about something that did not happen was very wrong. > > 1st of September; conference; Legal rep from Commonwealth bank and [Mr S] and [Ms R] and Commissioner. He would like to schedule a hearing. then they want a conciliation meeting. after documentation and the hearing > > I have found a lawyer to represent me. > > 24th this month Conciliation, 7th of December hearing. > > The lawyer try to negotiate with Commonwealth bank before the legal procedure. "the manager had misrepresented her and behavior nasty and [TQJY] had been victimized". > > Feeling uncomfortable and anxious. It was all so unpleasant. I lost trust in [Ms R]. I did my job with good quality no problem in the past, no performance issues in the past. > > Crying: every time I think about it I want to cry. Every route I was blocked. > > ------------------------- > > Under a different manager but the bank still wants me to report to [Ms R]. > > It killed my confidence, it made me doubt myself. I don't understand why people not telling the truth, what do they want to achieve.
History: > > going through anxiety , work releated stress '/ as job is crisis - going throught reconciliation / and now at the stage of hearing ,/ stress too much , palpitaions, anxiety , slept late last night / no break-fast ,not hungery, / some abdomenal pain , 'not enjoing time with daughter now ./ can't focus , preoccupied with the work isses Reason for visit: > > Anxiety/Depression
anxiety ,difficult to sleep , work stress / ongoing work releated issues ./ discuss about treatment option ,/ she like to do under work cover > > inform patient ,we do not offer work cover care at present ./ will see another practice for it , > > Reason for visit: > > anxiety disorder > > Actions: > > advise re anxiety management medication etc, > > patient happy to see another practice to do the full work cover > > and care . > > Medical Certificate given.
in Depression and anxiety long standing > > seeing Dr.Rahman 32 Florence Street. Hornsby as usual GP last 1-2 years > > last blood tests early July 2022 with Dr.Raham > > as per pt she claims that she has requested a w/c to start for her mental health issues and she claims her usual GP rejected the request and was told her that he was too busy with his work with patients > > pt came in here to find out a w/c doctor > > seeing psychologist since Dec 2021 Lesly in Hornsby > > long standing work confilict issues / wants to start w/c here > > I have advised I am not comfortable to start a work cover for her as I don't know any thing about her past work related mental health issues > > advised to contact her usual GP to liaise her with a work cover doctor > > follow up with usual GP for depression, pt is saying her usual GP offered her antidepressants and herself not started yet > > long consult > > Actions: > > Letter printed. > > My Health Record Document imported from My Health Record re. Pathology Overview
unable to sleep well / low mood / food tastes different /- since end of June / crying sometimes / feels overwhelmed all the time / small thing needs effort / usually likes to go out with friends > > - no motivation / sometimes struggles to find car in shopping centre / not concentrating / since May last year / joined a companay dec 2020 / everything was going well till May 2021 / clashes with manager at work / 'she became worrid and anxious everytime she sees her / during pandemic > > - daughter 6 years old > > - pandemic leave support from company- manager wasnt happy; she put her in performance program - she needs to be watched for 4 weeks > > - she feels like she was punished > > - from that time couldnt sleep at night > > - she tried to talk to her but she felt she wasnt heard > > - she spoked to her managers manager / lodged application to fair work > > - she was assigned to different manager / --> then her symptoms got better > > - her new manager was better, she felt respected / fair work: application got dismissed / - they couldnt put an order to stop bullying; this was in June this year / > > beginning July / they told her she now needs to report to old manager and she needs to continue with performance program / - she passed twice her performance; she couldnt understand purpose / her mental health not fully recovered / she was given 1 week annual leave from 18th July > > - after holiday from 25 July she is to report back to old manager / she hasnt been able to sleep / she feels trapped / previouslly seeing psychologist for depression and anxiety / she feels unabelt to step back because of job security and financial support she feels like she is going nowhere / her mind is not clear / struggling to prioritize / she feels streessed over the smallest things / > > she saw her psychologist who suggested workcover > > not looking forward to anything / everything is worthless / no matter what she does - nothing good happening > > nil suicidal thoughts / PMHx / depression and anxiety / - sees psychologist > > Meds / nil > > she is also struggling with daughter / 7 yo / shes becoming more negative > > advised / WC paperwork complete > > needs 2 weeks at least with no work as she is highly anxious / sleep hygiene discussed / diet and exercise is crucial / psych review often / if continues to feel down, conside anti-depressants / review 12/8 or earlier if needed > > Reason for visit: > > Worker's compensation
I did not see a doctor on the day hoping some rest can help me recover. I did not mention to [Ms R] the headache was work stress related. The reason was I was trying to maintain a good relationship with [Ms R] and tried to cope myself. I had no capacity to work on the day since the headache was so severe that made me feel difficult to focus and work. I said "May I take sick leave?", thinking using "May I ..." was a politer and more respectful way to communication in that situation.
I was feeling anxious and worried about the pending danger each time I communicated with [Ms R] since May 2021. Those were symptoms of anxiety. > > ...after [Ms R] placed me on the Informal Performance Management Program, my mental health deteriorated, I started coughing day and night, liver pain and felt even harder to get into sleep. The symptoms made me significantly concerned about my health, so I went to see Dr Krishnan. She said those symptoms were caused by stress with work.
Reasonable administrative action taken in a reasonable manner
I reject respondent's using FWC decision in this AAT matter. The reason was the evidence provided to FWC was only partial which was up to 6 August 2021, comparing to the one supplied to AAT which was up to 8 August 2022. The events like Easter Egg, Forced taking Annual Leave and Excluding from team meetings etc. were not in front of the FWC commissioner before his decision. The industry standard about BOOT calculations and [Ms R]'s training and professional background were also not provided as evidence in front of the FWC. Based on the information above, I will not accept any respondent's submissions using the FWC decision.
[77] The Ops Task was allocated to the Applicant on 12 May 2021, with a deadline for completion by 28 May 2021. The Applicant was not allocated any other tasks to perform between 12 and 28 May 2021.[89] The deadline for completion (28 May 2021) was a deadline by which the Assurance Team needed to provide the completed Ops Task for provision to the client. In other words, the Applicant needed to provide her calculations in respect of the Ops Task prior to 28 May 2021 so that they could be peer reviewed (checked) by another member of the Assurance Team (in this case, Ms R) prior to delivery up to the client (or another team within GAF or the Employer's business). > > [78] By way of email from Ms R dated 12 May 2021, the Applicant was provided with "everything [information and data] I've received so far" and asked to "have a read and we'll discuss tomorrow morning".[90] In terms of the information and data provided to the Applicant, it encompassed business roster data, not actual payroll data. Further information in relation to codes and assumptions for the calculations was provided to the Applicant post 12 May 2021.[91] > > [79] On 13 May 2021, the Applicant raised with Ms R that she did not consider that she had all necessary information and data to complete the Ops Task. The Applicant considered that historical (actual) payroll data was required to complete the task. Ms R (relevantly) responded to the Applicant's request for historical payroll data by advising the Applicant that: > > a) historical payroll data is not required for the Ops Task to be undertaken or completed;[92] > > b) the business roster data that has been provided to the Applicant is to be taken, for the purposes of undertaking and completing the Ops Task, as true and accurate; and > > what the Applicant is being asked to do is what the Assurance Team has been asked to do, including meeting the deadline set for 28 May 2021. In other words, the Assurance Team had been asked to complete the Ops Task along certain parameters, and the Applicant as a member of the Assurance Team, was required to complete the task for and on behalf of the Assurance Team (subject to peer review). > > [80] It became apparent by 25/26 May 2021 that the Applicant would not have the Ops Task calculations completed in time for peer review prior to 28 May 2021.[93] Indeed, in relation to the little data that the Applicant had prepared as of 26 May 2021, some of it was incomplete (albeit this was corrected by the Applicant that day). > > [81] On 26 May 2021, another Assurance Team member was asked to assist the Applicant in completing the calculations required for the Ops Task. This Assurance Team member ended up taking over the Ops Task, completing it himself, and providing it to Ms R for peer review. Of the portion of the data from the Applicant that had been used by the other Assurance Team member, there were missing and duplicated dates. > > [82] In summary, the Applicant did not complete the Ops Task as requested by Ms R within the timeframe that had been allocated to her, and the work that she did perform in relation to the Ops Task was not accurate or otherwise reliable, and required further remediation.
[83] The Applicant does not deny that she failed to meet the Ops Task deadline, or that the work (calculations) she did provide were less than satisfactory. Rather, the Applicant essentially makes a plea in mitigation of her shortcomings, and says that the timeframe between 12 and 28 May 2021 was unreasonable, thus affecting her performance, and her ability to deliver the task. In this regard, the Applicant points to the complexity of the Ops Task and the volume of data to be analysed, the provision of incomplete information, the sporadic and delayed provision of details required for completion of the Ops Task, the failure to provide historical (actual) payroll data (despite repeated requests for same by the Applicant), and the Applicant's lack of training in SQL.
the approach and advice I provided to [Ms R] were according to Industry Standard, my concerns were reasonable in nature. > > ... > > [Ms R] as a manager failed to consider an experienced payroll specialist's advice and concerns, and provide the accurate and complete information I needed to complete the task.
In fact, on the day, after she explained the nature of the Informal Performance Management, I rejected it straight away and said to her I would seek a review. (refer her email in Attachment H) > > 30. I communicated clearly already I disagreed the Informal Performance Program and we did not agree anything in the meeting on that day. The contents in her email horrified me. I was shaking when I was reading her email. It triggered my panic attack.
15. In respect of [TQJY]'s condition prior to that date, the respondent submits that it is clear that the decision to put her on an IPMP was an action without which she would not have suffered her present condition. It is clear that [TQJY] has a strong belief that that decision was not justified and she has taken numerous steps to dispute that decision including internal review by both [Mr S] and Ms. M, and commencement of proceedings in the Fair Work Commission as well as the present proceedings; she suffered no incapacity for work and did not seek or require any medical or other treatment prior to that decision having been taken, and most significantly, no allegation of bullying by Ms. R was raised by [TQJY] before it.
Since 10 August 2021, I have reported to [Ms L], Delivery Support Manager, HR Gov & Optimisation, instead of [Ms R]. I have been performing Assurance work Treasury/Teller One Allowance - Review and Remediation and BOOT12 2021 UT/UAT tasks and have received no negative feedback since working for [Ms L]. I am comfortable working with [Ms L]. Given what has happened, I feel very anxious about the prospect of being forced by CBA to report to and work for [Ms R] again. > > I am comfortable with working in the same team as her, but no longer trust her and am fearful of her being my manager again.
Under a different manager but the bank still wants me to report to [Ms R]. > > It killed my confidence, it made me doubt myself. I don't understand why people not telling the truth, what do they want to achieve.
"I gradually recovered from the mental illness and was able to concentrate and work as normal"
"Other events which contributed to my mental illness"
(a) The Easter Egg Incident; > > (b) LSL Overhaul and BW Ops; > > (c) Assigned tasks under my grade; > > (d) Assigned tasks outside the scope of my position description; > > (e) Forced taking annual leave; > > (f) Inconsistent communications.
In Apr 2022, before the Easter holiday, we had a Governance and Assurance team meeting. The meeting host, which was not [Mr S], brought some Easter Eggs to share with the team. As the meeting table was quite large and team members hardly to reach the egg basket. [Mr S] was distributing the eggs to each of us. He started from his right-hand side. I was sitting the 3rd next to his right. He passed the eggs to the 1st and 2nd team members next to his right and he stopped. Then he restarted to distribute the eggs from his left-hand side. At the end, he did not pass the egg to me. Instead, he asked the team member sitting next to me to pass the egg to me. Everybody in the meeting room were watching and I felt badly humiliated.
His two communications regarding Easter Egg event were not consistent, which indicated that he did not want to accept his behaviour on the day.
She first said that there were 10 or so people gathered around a large round table with the basket of eggs placed in the middle, which made it difficult for everyone to reach in and get the eggs themselves. She said that she was the third person to Mr. S's right, and he distributed eggs to the first two people to his right and then stopped and commenced handing eggs to the people on his left. She later said she was opposite him at the table, which seems unlikely given that there were 10 people around a large round table, and she was only the third person to his right, and that he gave an egg to 'Joanne', who was the second person to his right to pass to her, but that he gave eggs to everyone else himself. Asked how he did that and whether he moved around the table, she said he moved a little, but did not say he left his position and walked around, but rather that he leaned across to hand out the eggs. If he was able to hand out eggs to those opposite him (other than [TQJY]), it is difficult to see how, given that she had said that it was too difficult for people to reach into the middle of the table to help themselves to the eggs.
[The Applicant] had become so convinced of the unfairness she wrongly perceived of the decision to place her on an IPMP and [Mr S']'s agreement with that decision (she had, after all, been happily working under [Ms L] and not Ms. R since August of the previous year) that she fixed on the incident as further 'proof' of being victimized by Mr. S when in truth it was nothing of the sort.
my mood and health are going up and down with all the CBA internal investigations always finding [the Applicant] is wrong and [Ms R] is right.
In Jun 2022, when Group HR encouraging employees who got big leave balance to take some leave before the end of financial year. I was reporting to [Ms L] at that time. I talked my situation of having less than 10 days balance with 19 days of planned future Annual Leave. [Ms L] said she was ok with that. She did not enforce me to take the five days Annual leave. > > However, after a few days [Ms L] came back to me and asked me to send her an email with my leave balance and future leave plan. I did. Later, in our employee and manger one on one meeting she said that I had to take five days annual leave before the end of Jun, because in Governance and Assurance team, we have a rule which was "20 days Annual Leave must be taken per financial year". > > [Mr S] was the head of the Governance and Assurance. That rule was formed by him.
Being assigned work below her "grade" and being assigned work outside the scope of her role, including being requested to chair a team meeting.
Whilst [Mr S] did confirm in cross-examination that he had not informed [the Applicant] that the work she was assigned in the BOOT12 team on commencement of her employment with the respondent was two grades beneath that of her substantive position, he also confirmed that she was at all times paid in accordance with her substantive position. It is difficult to see how the fact that she was not informed prior to commencing it that the work she performed in BOOT12 was two grades below her substantive position can have impacted upon her mental health, given that she "started to know it on the first day of onboarding" in any event and did not make any complaint at that time.
Requirement to return to her substantive position
The moment I heard the news, I became sick again, experiencing liver area pain, hard to get into sleep, was worried and panic all the time. On 4 Jul I went to see GP. The GP described two medicines and asked me to have a rest for a few days from 4 Jul to 6 Jul. I felt a bit better after taking the medicines and the rest, and went back to work on 7 Jul.
I became very anxious and worried about what was going to happen. On that night, I could not get into sleep at all, my body was trembling, liver pain was back again and felt my chest area was heavy.
[Mr S] had booked a face-to-face meeting with me on 14 Jul to go through next step after the FWC decision. I was sick on the day. [Mr S] said he was ok to meet over Teams. During the meeting, he said my FWC application was dismissed. I need to report back to [Ms R] and continue the Informal Performance Program. I said I was not against reporting back to [Ms R] and continuing the Informal Performance Program. The concerns was I was hurt by the manager relationship with [Ms R] and I was sick again. > > I also mentioned to [Mr S] that things had changed dramatically after the FWC application. [Ms R] used to have three team members reporting to her, the other two both left. I am the only one here and I am feeling unwell by thinking to'.report back to her. The staff under her does not stay long. In addition, the new one who was hired to replace the two, is not reporting to [Ms R] anymore but reporting to [Mr S]. [Mr S] said the reason why the new one is not reporting to her because he got a different position title and [Ms R]'s team will be restructured in the future. > > I brought attention to [Mr S] regarding to the Informal Performance Program as well that after the FWC application, I had passed FY22 Interim Performance Review and FY22 Annual Performance Review. The FY22 Interim and Annual Performance Review have been attached and marked "E". The two performance reviews had proved that I was able to meet the working expectations. Given the annual performance review just finished in this Jul, why I had to go through another performance review? What was the purpose? He said the work I had done in [Ms L] team was two grades below. That was not right. The reasons were the Assurance work of "TreasuryfTeller One Allowance - Review and remediation" was Assurance work in nature, and it was completed and submitted when I was under [Ms L]. The work of Prove of Concept and the Standard of Procedures for BOOT12 GV application I had done under [Ms L] was aligned with my work level too. Those work were the evidence to prove that I was able to deliver the results according to the standards. > > I also asked [Mr S] if it is ok I continue the BOOT12 GV application work under [Ms L]? He said no. The reason he gave was the work of BOOT12 GV is about to finish, which was not true. This is the 1st year BOOT12 is processed in GV and the go live time is Nov/Dec this year. The work is still going on. > > [Mr S] insisted to get me report back to [Ms R] and continue the Informal Performance Program. The starting time he gave me was 25 Jul. I was very disappointed that my health and concerns were not considered. I left no choices. I told [Mr S] that if I had to report back to [Ms R], to prevent what had happened and protect my health, there are a few preconditions. > > • Assurance work standard policies and procedures to be available before I conduct each of the Assurance task. So, the work will be assessed fairly according to the consistent standards and policies. > > • Excel Training. It has been identified that for the Assurance work, we need to use Excel to replicate the payroll calculations which had been processed in Payroll software. To achieve that, advanced excel skills are required and my excel is in intermediate level. I need Excel training to be able to do that. (A similar concern from another employee has been attached and marked "F") > > • Contacts of people and payroll services SMEs > > • Contacts of payroll system SMEs (Among three team members under [Ms R], both of the other two had payroll system contacts and platform access to acquire the information they need for the assurance work. I worked in CBA for almost 2 years, until now I have not got the same access and contacts.) > > The input from the payroll services SMEs and systems SMEs, and maintaining the relationships are part of my role. They were also clearly stated in my position description. > > The position description is attached and marked "B". > > [Mr S] rejected the preconditions I mentioned above immediately on the day. He asked me to report back to [Ms R] and continue the Informal Performance Program straight away from 25 Jul with no preconditions.
Hi [Applicant], > > Thank you for your time yesterday to talk through the next steps. > > Now that the Fair Work Commission process has finished and given the outcome of, that process, I confirm we are returning you to your substantive role effective the 25th of July, reporting to [Ms R]. As you have been out of the role for some time, there will be 2 weeks to settle back into the role before continuing the informal performance management process that commenced last year. > > In our discussions you raised items that you wanted to be in place prior to your return. We consider you have the resources necessary to perform your substantive role and your peers within the team have been successfully able to perform the role to the standard required with those same resources. As mentioned on the call, we will of course be providing reasonable assistance to you to perform your role to the standard required, and the 2 weeks before you return to informal performance management will enable us to work through any additional assistance that is necessary. > > I know from our discussion that you were unsure about whether you wished to return to your substantive role. You said you would come back to me about this by next Friday (22nd of July). To confirm, as discussed, it is not an option for you to remain in the temporary role you have been performing in [Ms L]'s team. > > I understand this may be a challenging time and wanted to remind you that the Group's Employee Assistance program is available on 1800 327 222 should you require their support. Note these details have recently changed as we have a new provider.
(a) Reasonable administrative action; and > > (b) Taken in a reasonable manner.
I explained my concerns about not being emotionally well and had been treated unfairly. I told him I was worried my mental health would be worsened. I requested some safeguards but all had been rejected. [Mr S] enforced me to report back to [Ms R] from the 25th of July 2022. > > There were no improvements, changes or corrective action implemented as a result of my health condition, or to address the concerns raised. Instead, once the FWC application was dismissed, I was forced to report back to [Ms R] with no considerations or improvements made to avoid the risk of my health being impacted again. > > ... As an employee I have the right to work in a safe work environment. > > Without considering the safety of my working environment and mental health conditions, [Mr S] went ahead and forced me report me back to [Ms R], which triggered extreme fear in my brain and made me feel totally hopeless. > > [Mr S] did not try to prevent further bullying and did not take reasonable steps to eliminate or minimize my health and safety risks. His action was not a reasonable Administrative Action and had not been done in a reasonable manner.
...was clearly action of an administrative, rather than merely operational, nature taken in respect of [the Applicant's] employment since it applied only to her and went to the position she was to occupy and the entirety of the duties she would perform, i.e., the very basis of her employment with the respondent.
However, there was no medical evidence provided. Only the standard medical certificates for any time off incurred, which did not specify the reasons for her absence from work.
When the FWC Decision was issued, it was considered appropriate to have [TQJY] return to her substantive position, reporting back to [Ms R]. This was on the basis that the FWC dismissed [TQJY]'s bullying allegations and confirmed that "reasonable management action" was taken to address the performance concerns identified. Refer to Attachment C (which includes multiple supporting artefacts). > > This decision was also made in consultation with workplace relations and employment legal to confirm the approach before I had the conversation with her. > > [TQJY] did indicate to me that she was concerned, however, I reiterated that we would give her two weeks to settle into the role before any continuation of the informal performance management process. As with any process, we look to provide guidance and support to lift performance to a standard expected of anyone in the role, which I advised her of. These are ordinary conversations which I am expected to have with all employees. Noting that we are still at the informal performance management stage.
The email of 15 July 2022 confirms that the Applicant was to be given 2 weeks to readjust to her substantive role before the IPMP was recommenced, and offered support in that process:
As mentioned on the call, we will of course be providing reasonable assistance to you to perform your role to the standard required, and the 2 weeks before you return to informal performance management will enable us to work through any additional assistance that is necessary.
The Applicant submitted that the Respondent was not acting in a reasonable manner because her "concerns were disregarded". The email of 15 July 2022 demonstrates that the Respondent took into account the Applicant's concerns as they were then raised, which was to the effect that she wanted certain 'preconditions', described later in her Events Statement, to be implemented. These were:
I told [Mr S] that if I had to report back to [Ms R], to prevent what had happened and protect my health, there are a few preconditions. > > • Assurance work standard policies and procedures to be available before I conduct each of the Assurance task. So, the work will be assessed fairly according to the consistent standards and policies. > > • Excel Training. It has been identified that for the Assurance work, we need to use Excel to replicate the payroll calculations which had been processed in Payroll software. To achieve that, advanced excel skills are required and my excel is in intermediate level. I need Excel training to be able to do that. (A similar concern from another employee has been attached and marked "F") > > • Contacts of people and payroll services SMEs > > • Contacts of payroll system SMEs (Among three team members under [Ms R], both of the other two had payroll system contacts and platform access to acquire the information they need for the assurance work. I worked in CBA for almost 2 years, until now I have not got the same access and contacts.)
In his statement dated 9 September 2022, Mr S provided the Tribunal with reasons why these 'preconditions' were not necessary for the Applicant to do her job:
It was determined that those items were not necessary for [TQJY] to re-commence her substantive role. This was because [Ms R] had already provided everything > > necessary for her to perform her substantive role. Furthermore, her peers were able to successfully deliver on the requirements associated with the role, to the standards required, without these additional items in place.
In the email of 15 July 2022, these reasons were expressed to the Applicant:
In our discussions you raised items that you wanted to be in place prior to your return. We consider you have the resources necessary to perform your substantive role and your peers within the team have been successfully able to perform the role to the standard required with those same resources.
The Respondent's rejection of the Applicant's 'preconditions' does not demonstrate a disregard for her concerns or any unreasonableness. 8. The evidence demonstrates that the Respondent's reasonable administrative action to return the Applicant to her substantive position from 25 July 2022 was communicated clearly to the Applicant. The Respondent sought feedback from the Applicant in relation to the decision and considered the concerns she raised with Mr S. The Applicant was going to be given a reasonable period of time to adjust back to her role, and was offered support. The reasonable administrative action was therefore taken in a reasonable manner. It was also administrative action which was taken in respect of the Applicant's employment, directed specifically to the Applicant and her role in the workplace. 9. I therefore find that the Applicant's injury is not compensable pursuant to s 5A(1) of the SRC Act.
(a) The allocation of the BW Ops task given to her in May 2021; > > (b) Performance and Feedback discussion conducted on 23 July 2021 and subsequent emails regarding performance issues; > > (c) The decision to place her on an informal performance plan on 4 August 2021; > > (d) The Teams meeting with Mr S on 6 August 2021; > > (e) Internal grievance investigations and notification of outcomes in August 2021; > > (f) The regular BOOT12 GV meeting on 13 July 2022; > > (g) Teams meeting on 14 July 2022 with Mr S; > > (h) Being assigned to chair the Governance and Assurance team meeting.
Australian Telecommunications Commission v Tzikas [1985] FCA 385; (1985) 5 AAR 173
Comcare v Martin [2016] HCA 43; (2016) 258 CLR 467
Comcare v Mooi [1996] FCA 1587; (1996) 69 FCR 439
Hart v Comcare [2005] FCAFC 16
Ms W (a pseudonym) [2022] FWC 1627
Nguyen v Comcare [2018] AATA 1623
Re Hutchinson and Comcare [2018] AATA 4357
(1985) 62 ALR 533
(2016) 258 CLR 467
(1996) 69 FCR 439