Tuesday, April 6, 2021

Ohio Court Rejects Retaliation Claims Where Employee Violated Same Safety Rule for Which He Had Just Been Suspended

 

Last month, the Ohio Court of Appeals affirmed an employer’s summary judgment on a retaliation claim brought by a former employee who had been fired after violating safety protocols and his final written warning on the same subject just a few weeks earlier.   Creveling v. Lakepark Industries, Inc., 2021-Ohio-764.   The Court rejected the employee’s claims that his termination was retaliatory for obtaining workers’ compensation or participating in an OSHA investigation or because of his alleged or perceived disability.   The Court refused to apply the worker’s compensation retaliation statute to a claim brought after the employee returned to work because simply returning to work from workers compensation leave does not constitute protected activity.  Further, the Court refused to find that the employee was disabled.  The Court held that participating in an OSHA investigation was not protected by the relevant statute, which only prohibited retaliation for filing an OSHA claim or testifying in an OSHA proceeding.  More importantly, the Court found that the employee could not prove causation or pretext for his termination when he had been injured while violating a safety protocol, had received workers compensation and medical leave, had been suspended for his initial violation of the safety protocol upon returning to work, had been warned in writing that he would be fired if he violated that safety protocol again, and on his first day back performing his former job, he again violated the safety protocol by wearing Kevlar gloves while operating rotating equipment.

According to the Court’s opinion, the employee was a tool and die operator.  The Employer’s policies and training made clear that employees were not to wear Kevlar gloves while operating rotating equipment.  The employee testified that he and other employees frequently ignored that rule.  In September, his right hand was mangled (requiring the amputation of a finger) in rotating equipment while he was wearing Kevlar gloves in violation of the Employer’s policy.  The Employer filed a workers compensation claim on his behalf the same day and reported the injury to OSHA.  During the OSHA investigation, the Employer provided the employee’s contact information, but was unaware that he had been interviewed.  The Employer resolved the OSHA investigation by installing new safety equipment on the machine.  The employee returned to work in April and was immediately suspended for his September violation of the safety protocols.  He signed the suspension notice stating that he would be fired if he again violated the rule against wearing gloves while operating the safety equipment.  When he returned to work on May 1, he requested to return to his old job instead of light duty.  Upon producing a medical release, he was released to return to his former job on May 8.  That same day, he was observed operating rotating equipment while wearing Kevlar gloves.  He was immediately suspended and ultimately terminated for again violating the Employer’s safety rule and violating the terms of his disciplinary suspension.

The plaintiff filed suit alleging that his termination violated Ohio’s statute prohibiting retaliation against employees for filing workers’ compensation claims, the Ohio Civil Rights Act prohibiting discrimination against employees with disabilities or perceived disabilities, Ohio’s public policy prohibiting retaliation against employees who participate in OSHA investigation, and Ohio’s intentional tort statute.  The trial court granted the employer summary judgment on all claims and the Court of Appeals affirmed.

Claims for workers’ compensation retaliation are governed by R.C. 4123.90, which pertinently provides:

No employer shall discharge, demote, reassign, or take any punitive action against any employee because the employee filed a claim or instituted, pursued or testified in any proceedings under the workers’ compensation act for an injury or occupational disease which occurred in the course of and arising out of his employment with that employer.

The Court found that the employee could not establish “a causal link exists between the employee’s filing or pursuit of a workers’ compensation claim and the adverse action by the employer” or that the reasons for his termination were pretext for workers’ compensation retaliation.

“The inference of retaliatory motive may be drawn from the surrounding circumstances, including the timing of the discharge relative to the protected conduct, whether punitive action was directed toward the employee as a result of the claim, a hostile attitude[ ] toward the employee once the claim was filed, disparate treatment of the employee relative to others, and requests not to pursue a claim.”  . . .

{¶ 27} Appellant argues that the fact that appellant was terminated within seven days after he returned to work, following his three-day suspension beginning on April 24, 2017, established temporal proximity between [the Employer’s] knowledge of appellant’s protected activity and appellant’s termination sufficient to constitute evidence of a causal connection.

The Court rejected any argument about temporal proximity because the employer had known about the employee’s workers’ compensation claim for more than eight months before he was fired.

Such does not constitute “very close” proximity between the protected activity and the adverse employment sufficient to establish causation. Further, appellant was unable to cite, and research by this court was unable to show, any authority to support appellant’s position that simply returning to work from workers’ compensation disability constitutes protected activity under R.C. 4123.90. Nor is there any authority to support that an employer’s “knowledge” of a claim is sufficient to give rise to a retaliatory discharge claim.

The Court refused to find causation from stray and light hearted comments about his injury or from employees violating the safety protocols prior to his accident without getting fired.  It also rejected his argument that he had not yet started to operate the rotating machine at the time he was confronted because he had already placed the blocks onto the machine and turned it on in order to grind a weld off.   More importantly, the employee could not show that the reason for terminating him was pretextual because he voluntarily signed and did not contest the basis for his suspension and final warning.  He knew that violating that wearing Kevlar gloves again while operating a rotating machine could and would lead to his termination.  The argument that he had not yet started to push the blocks through the machine at the time he was confronted would not save his job:

The evidence is clear that [the Employer] had a reasonable basis to infer that appellant was operating the profiler while wearing gloves in contravention of the Employee Corrective Action, based on the eyewitness observations of Zagurskie and Kreinbrink. Accordingly, it is the determination of this court that appellant has failed to establish that Lakepark’s proffered reason for firing appellant: (1) had no basis in fact; (2) did not actually motivate the discharge; or (3) was insufficient to motivate the discharge

The Court also rejected his disability discrimination claims.  Although the plaintiff claimed to have some difficulty with basic life activities (like holding a pencil, buttoning a shirt, household chores etc.) and had not yet acclimated to his job duties, he believed that he was making progress and would be able to perform his job with or without a reasonable accommodation. 

As far as appellant’s work is concerned, appellant testified, “I believe I could do anything. I’m trying to do everything. It’s just a matter of maybe having to do things in a different procedure or a different way or have some assistance lifting a heavier block or whatever. But as far as being able to do my job, I could pretty much do it.”

Indeed, he was not returned to his old job until he produced a medical statement indicating that he could perform his essential job functions.   The court recognized that his impairment affected a major life activity, but still held that he could not show that he was disabled because “there is no evidence to suggest whether appellant’s impairments, as described, substantially limit his ability to perform the aforementioned (or any other) major life tasks as compared to most people in the general population.”  The Court indicated that it was following  the more lenient federal post-ADAA law.

The Court recognized that a perceived disability claim could exist without the employer believing that the impairment substantially limited a major life activity.  However, “courts have held that mere awareness of a condition, even with work restrictions, does not establish that an employer regarded an employee as disabled.”  Further, the Court observed that the employer had permitted the employee to return to his old job without any medical restrictions.   The Court also refuse to consider a few  lighthearted comments made about his injury to constitute evidence of an unlawful perception of a disability.

The Court rejected the public policy claim on the basis that the relevant OSHA statute only protected employees who filed claims or who testified in OSHA proceedings.

Section 660(c), Title 29, U.S. Code, in its entirety, provides as follows:

No person shall discharge or in any manner discriminate against any employee because such employee has filed any complaint or instituted or caused to be instituted any proceeding under or related to this chapter or has testified or is about to testify in any such proceeding or because of the exercise by such employee on behalf of himself or others of any right afforded by this chapter.

 In this case, the employee did neither.  The employer notified OSHA about the accident and the injury and the employee merely participated in the OSHA investigation.  The Court found that mere participation in an OSHA investigation was insufficient to constitute protected conduct or the clarity element of a public policy claim.

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 change or be 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.