Wednesday, August 15, 2018

A Tale of Two ADA Claims Or The Role of an Employer’s Legitimate Expectations Under the ADA


Within the past week, the Sixth Circuit has decided two ADA cases.  In both cases, the employer argued that it terminated the plaintiff because the employee was not meeting its legitimate expectations. In both cases, the plaintiffs raised claims that the employer failed to accommodate their disabilities.  In one case, the Court found that the employer’s failure to approve the employee’s requested accommodation or explore any alternatives constituted direct evidence of discrimination and, therefore, her termination for violating a standard rule in violation of its legitimate expectations was also discriminatory without regard to how it treated other employees for violating the same rule.  In contrast, in the other case, the Court refused to consider the plaintiff’s accommodation claim because he was not meeting the employer’s legitimate performance expectations and the employer had spent a month discussing the requested accommodations with the employee.  In one case, the plaintiff prevailed, receiving over $275K in back pay and compensatory damages and over $445K in fees for her successful attorneys, but the other plaintiff’s claim was dismissed without an expensive trial.  More problematic for employers, however, is that the Court held that when an employer denies a reasonable accommodation, the employer’s termination of the employee for not complying with the neutral policy that should have been modified as an accommodation constitutes direct evidence of discrimination and the employer may not defend itself by arguing it had a legitimate reason or treated other employees the same. “Failure to consider the possibility of reasonable accommodation for known disabilities, if it leads to discharge for performance inadequacies resulting from the disabilities, amounts to a discharge solely because of the disabilities.”

This morning, the Court affirmed the dismissal of the ADA claims brought by an employee who had been terminated for never mastering his job duties eight weeks after he had been hired.   Most v. BWXT Nuclear Operations Group, Inc. , No. 18-3059 (6th Cir. 8-15-18).  The plaintiff suffered from social anxiety disorder (which caused panic attacks, etc.)  and had been treated for several years.  Based on his job experience, he applied for a job and was trained at the same time as another new hire, who like most new hires, mastered their job duties within a couple of weeks.  The plaintiff, however, had not mastered them after 8 weeks.   He was the only programmer hired in the prior 8 years who had not mastered his duties within a month of being hired. 

He took a few days off to consider whether to proceed with this job.  When he returned, he disclosed his disability and requested accommodation of certain job requirements which had not been identified in the online job listing when he applied.   At least one of those accommodations was granted, but the Court’s opinion is unclear about others even though there had been discussions over several weeks.  The Court also noted that the HR Manager was exceedingly rude to the plaintiff during the first month after the plaintiff sought accommodation of his disorder.  After two months of not improving sufficiently to perform billable work, the employer requested documentation to prove his claimed social anxiety disorder and gave the plaintiff six days in which to produce such evidence (i.e., before May 31).  On May 31, the plaintiff reported that the clinic had closed, but he produced two years of prescriptions and made an appointment with his primary care physician to receive an updated diagnosis.  He was fired six days later for not meeting job expectations nine weeks after being hired, requesting and requiring an unreasonable accommodation (which his supervisor had already told him was granted) and failing to provide medical documentation to prove the existence or extent of his disability.

The Court affirmed summary judgment on the grounds that the plaintiff was not qualified for his position because he did not meet the legitimate performance expectations of his employer:

[He] puts forth no evidence of positive performance that conflicts with [the employer’s] negative evaluations of his performance.  He also does not submit evidence that he was qualified to do the job, other than his on-paper qualifications.  Rather, [his] deficient performance supports that he was unqualified to do the job.  [His] claim for disability discrimination thus fails as a matter of law.

The Court refused to consider his failure-to-accommodate claim because he had not shown “that he was qualified for the position with or without reasonable accommodation” in light of his poor job performance.

The Court rejected the retaliation claim because concerns of his deficient performance had been expressed before he disclosed his disability and requested accommodation and he had not, as discussed above, refuted that his performance was not meeting his employer’s expectations or showed that he was treated differently than a similarly-situated employee.  As for the mistreatment by the HR Director, “these statements, although imprudent when viewed standing alone, are insufficient to show that [the plaintiff’s] poor performance did not actually motivate [the employer’s] decision to terminate him” in light of his poor performance and the period of almost a month while the employer engaged in the interactive process.

In contrast, a week earlier, the Court affirmed a jury verdict in favor of a former cashier who was fired for violating the employer’s rule against consuming merchandise in front of customers during her shift because she wanted to self-treat her low blood sugar.  EEOC v. DolGenCorp, LLC, No. 17-6278 (6th Cir. 8-7-18).  The employer’s summary rejection of the plaintiff’s requested accommodation and failure to explore alternatives effectively precluded it from convincing a jury that equally effective alternatives existed.

According to the Court’s opinion, the plaintiff was a type-II diabetic who had twice been previously hospitalized and was required to monitor her blood sugar, take insulin daily and monitor her diet to keep from shaking, seizing or passing out.  When she has an episode, her doctors recommended that she immediately take 100 calories of glucose.  Although other options were available, the plaintiff preferred to drink orange juice because it was easy to measure and took effect quickly.  She had worked for the employer since 2009 and had been promoted several times, to the point of being trusted to staff the store alone.  Prior to her most recent promotion, she would take quick breaks in the back when she required orange juice, but in her new role, she could not leave the front of the store unattended.  Accordingly, she requested permission to keep OJ at the cash register and was told that it was against company policy.

Nonetheless, while there were customers in the store when she was the only employee on duty, she suffered two hypoglycemic episodes.  Because she could not leave the front of the store unattended, she purchased OJ from the store cooler and drank it.   Both times, she later informed her General Manager without consequences.   During a later audit by the District Manager and Regional Loss Prevention Manager of merchandise shrinkage issues (i.e., shoplifting), she was told that she had been seen eating Little Debbie snack cakes at the register.  She denied that accusation but admitted to buying and drinking OJ during two medical emergencies.   This was found to violate the franchise “grazing policy,” which forbids employees from consuming merchandise in the store before paying for it, and she was immediately fired.

The employer argued that it had not been required to provide the requested accommodation – OJ at the cash register – when other accommodations were possible according to the plaintiff’s own nurse: “glucose tablets, or gels, honey, candy, and peanut butter crackers.”  However, by summarily rejecting the requested accommodation and failing to explore alternatives, there was no discussion of the well-established rule that employers are not required to grant the specific accommodation requested as long as the employee is provided with an effective accommodation.  There was also no discussion about these accommodations being ineffective (although the plaintiff argued that they were not as convenient as OJ).  Rather, the Court found that a jury could find these alternatives to violate the same rule that had been cited to deny the plaintiff permission to keep OJ at the cash register, even though that policy provided an explicit exception for disabilities depending on the circumstances.

The Court also rejected the employer’s argument that it had a valid reason for terminating her employment: that she violated the anti-grazing policy that applied to all employees (even though it provided exceptions for disabilities that were not granted to the plaintiff).

But a company may not illegitimately deny an employee a reasonable accommodation to a general policy and use that same policy as a neutral basis for firing him.  Imagine a school that lacked an elevator to accommodate a teacher with mobility problems.  It could not refuse to assign him to classrooms on the first floor, then turn around and fire him for being late to class after he took too long to climb the stairs between periods.  In the same way, Atkins never would have had a reason to buy the store’s orange juice during a medical emergency if Dollar General had allowed her to keep her own orange juice at the register or worked with her to find another solution.

                 . .. A defendant may use a legitimate, nondiscriminatory rationale as a shield against indirect or circumstantial evidence of discrimination.   . . . But a neutral policy is of no moment when an employee presents direct evidence of discrimination.   . . .  And failing to provide a protected employee a reasonable accommodation constitutes direct evidence of discrimination.   . . . .  Hence “failure to consider the possibility of reasonable accommodation for known disabilities, if it leads to discharge for performance inadequacies resulting from the disabilities, amounts to a discharge solely because of the disabilities.”

The failure-to-accommodate was all of the direct evidence required to prove the plaintiff’s case.  She was not required to show any disability-animus by the employer.  By way of example, if an employer refused to retain a blind employee because of the added expense of special software, the employer’s cost-justification for her termination would not preclude a finding that its failure to provide a reasonable accommodation (the software) was direct evidence of discrimination on account of her disability.

Accordingly, the Court refused to consider whether the non-grazing policy had been equally applied to other, non-disabled employees because those employees would not be similarly-situated and more importantly, such a comparison is only required when the plaintiff relies on an indirect or circumstantial burden of proof.  In this case, the employer’s failure to accommodate (or consider other accommodations) was direct evidence of discrimination.

NOTICE: This summary is designed merely to inform and alert you of recent legal developments. It does not constitute legal advice and does not apply to any particular situation because different facts could lead to different results. Information here can be changed or amended without notice. Readers should not act upon this information without legal advice. If you have any questions about anything you have read, you should consult with or retain an employment attorney.