In the course I teach for the Manitoba Human Rights Commission on "The Duty to Accommodate in the Workplace", I spend a good chunk of time talking about how important it is for employers to implement a policy/process in their workplaces establishing how they will respond to requests for accommodation by employees. In particular, I talk about how critical it is for employers to be able to demonstrate, at the end of the day, that they have thoroughly examined and considered all of the possible ways that they can provide accommodation for an employee before they even think about jumping on the 'sorry we can't do this' band wagon. In addition, I stress how critical it is for employers to understand that their duty to accommodate is separate and distinct from any determinations made about the employee by a third party such as an insurance provider.
The fact is, if you do not have a process in place to reasonably assess accommodation requests, you will not successfully defend against a human rights complaint alleging a failure of the duty to accommodate. Same goes if you have a process in place and then choose, for whatever reason, not to follow it. Ditto if you choose to simply follow on the coat tails of a third party payer to decide how you should go about accommodating your employee. Unfortunately, there are still a lot of employers out there who are not getting these messages. Case in point, Jodoin v. City of Calgary, a November 2008 decision of the Human Rights Panel of Alberta.
The facts in brief
Mr. Jodoin began working for the City of Calgary in 1999. In September 2002, while he was working in the waste and recycling department as a driver/labourer, he injured his lower back. He subsequently made a successful claim for workers' compensation benefits. From September 2002 to February 2003, Mr. Jodoin underwent a number of medical tests and was determined by his physician to be unfit for work during this time. In early February 2003, he underwent spinal decompression surgery. It wasn't until June 2003 that Mr. Jodoin's doctor recommended a gradual return-to-work. His return was not successful, though, as the job he was placed in was too strenuous. He went off work again to undergo further testing and obtain an accurate assessment of the impact of his disability.
In March 2004, it was determined that Mr. Jodoin's condition was such that he would only be able to do sedentary work in the future. One of Mr. Jodoin's specialists sent the City a list of Mr. Jodoin's work restrictions and asked for the City to determine whether it could accommodate him in a permanently modified or other suitable alternate position.
The City began using the work restrictions identified by Mr. Jodoin's doctor in order to attempt to find long term accommodation for him. In the meantime, the Worker's Compensation Board, which was also involved, determined that it was not satisfied that Mr. Jodoin could only do sedentary work and, instead, came to the conclusion that he ought to be able to perform work that simply did not require heavy lifting. As a result of the WCB re-assessment of Mr. Jodoin's work abilities, the City changed his restrictions from sedentary to medium-type work. The City sent out some e-mails to supervisors in Mr. Jodoin's department and to human resources and return-to-work coordinators requesting accommodation for him. No potential jobs were uncovered.
WCB subsequently determined that Mr. Jodoin was not participating sufficiently in their job search program and, as a result, terminated his re-employment assistance benefits. The City then sent him a letter indicating that his benefits had been terminated by WCB for failing to cooperate in the rehabilitative process. The City further advised Mr. Jodoin that they were prepared to grant him an unpaid leave of absence for 30 days to rectify the situation with WCB. Mr. Jodoin was instructed to complete a leave of absence form and return it within 7 days. The City's letter went on to say that if Mr. Jodoin failed to return the form or be reinstated by WCB his employment would be terminated.
Although Mr. Jodoin asserted that he cooperated to the best of his abilities with WCB and he wrote a letter to the City setting this out, he received no response. Mr. Jodoin did not sign the leave of absence form, believing that he was being "pushed out the door because he was sick." The City subsequently wrote to Mr. Jodoin in July of 2004 advising him that they considered him to have "voluntarily resigned."
Decision
The Alberta Human Rights Panel determined that Mr. Jodoin did have a physical disability as defined by the Alberta human rights legislation and that the City was well aware of his disability.
The City accepted that it had a duty to accommodate Mr. Jodoin but argued that it had provided that accommodation by making available to him four "safety nets" (Workers' Compensation Benefits, Long Term Disability, Supplementation of Compensation under the collective agreement, and the possibility of a Leave of Absence). The Panel rejected this argument, pointing out that the availability of these types of benefits to employees did not necessarily bear on whether the employer had met its duty to accommodate.
Contrary to the employer's contention, the Panel concluded that the City failed to make reasonable efforts to accommodate their employee for the following reasons:
- Without consulting with Mr. Jodoin's doctors, the City accepted the WCB's assessment of Mr. Jodoin's work abilities. The WCB assessment that Mr. Jodoin could perform work at a 'medium level' was diametrically opposed to the medical assessment that he could only perform sedentary work. The Panel found that by accepting the WCB assessment and modifying Mr. Jodoin's work restrictions to reflect this acceptance, the City would have set him up for failure in any position that they might have found for him;
- The City's search for permanent modified work for Mr. Jodoin was "limited and ineffective" because:
- the City sent e-mails on two occasions requesting possible accommodations to Mr. Jodoin's current department (Waste & Recycling), even though the City's representative indicated she seriously doubted his ability to return to work in that department;
- with one exception, no record was kept of the positions that the City had actually considered and ultimately rejected as possible accommodations for Mr. Jodoin;
- the City's policy and procedural guidelines indicated that union involvement was required anytime an accommodation might engage the collective agreement. Although the collective agreement was arguably engaged here, the union had never been approached by the employer. While the City argued that Mr. Jodoin indicated he had no use for the union, the Panel pointed out that this had little relevance to the employer's responsibility to involve the union pursuant to its own process;
- the City's procedural guidelines mandated an open communication process. However, the City was unable to show that it maintained regular contact or any semblance of open communication with Mr. Jodoin;
- the City's guidelines provided two checklists to assist in the accommodation process but the City's representative stated she followed the process "in her head" rather than either of the checklists as it would be too time consuming to complete the checklists on all of her files;
- all possible accommodations had not been pursued. The City could not show that their search for modified work for Mr. Jodoin had been extended to City departments outside of Mr. Jodoin's union or corporate wide.
3. Even though Mr. Jodoin was medically capable of working in a sedentary position, he was never given the option by the City of returning to work when WCB suspended his benefits. Instead, he was offered a Leave of Absence to enable him to appeal that decision. The Panel also pointed out that this "option" was given to Mr. Jodoin with no explanation and without advising him that they were not searching for a sedentary position for him;
4. At no time did the City actually inform Mr. Jodoin that they could not find appropriate accommodation for his disability. Instead, they threatened to terminate him if his WCB benefits were not reinstated of if he did not sign the Leave of Absence form. The Panel stressed that because this was such a complicated employment situation, the City had a responsibility to meet with Mr. Jodoin and explain his options and any consequences associated with not signing the form, something it failed to do;
Finally, the Panel concluded that the CIty provided no evidence that it would have suffered undue hardship by continuing to employ Mr. Jodoin in a sedentary position.
Remedy
Finding that the City of Calgary failed to meet its duty to accommodate Mr. Jodoin, the Panel ordered that the City pay to him $5,000.00 in general damages and lost wages in the amount of $17,307.69 (less statutory deductions) plus interest.
What to take from this case:
- I'll end this post the same way I started it -- having a process and following it is absolutely essential if you, as an employer, hope to avoid liability in relation to the duty to accommodate;
- Follow that process in each and every instance you are faced with needing to accommodate the human rights-protected needs of your employees; and
- Complete your process. Do not stop looking for accommodation if WCB or another insurer or third party payer decides to terminate any benefits your employee might have been receiving relating to the accommodation need. An employer's duty to accommodate operates independently and you'll be the one on the hook, not the insurer, if you choose to short-circuit that policy without appropriate justification.

