“However although all the panel members agreed that the investigation was thorough there were concerns about whether it was completely impartial. It was therefore decided that the best course would be to have a further independent review of the investigation.”
“I write to confirm the decision of the Statutory Appeals Board to uphold your appeal against the procedure followed under the Bullying and Harassment at Work policy. Your appeal letter stated that you did not feel the procedure being [sic] thorough objective and impartial. The decision of the panel was that although they agreed that the procedure had been thorough there were concerns regarding impartiality. Therefore a decision was taken to commission a further independent investigator to review the work undertaken by Linda Taylor to ensure the outcome stated was a reasonable one for her to recommend. This will not involve a further investigation and those people involved will not be interviewed.”
“The claimant was clearly upset when after she had a report from Mr Stead that the appeal had been upheld she was informed that in fact a further enquiry was being held and the matter was not finalized.”
“Having considered the report and the opinion of the Investigator that there is not sufficient evidence to uphold the complaint, I can confirm that the matter will not progress any further. Given the conclusions drawn by the Investigator and other concerns in relation to yourself, I do not believe that you can continue to work in your role/team.”
“From the date of the meeting with the employee, where they are informed of their ‘at risk’ status. Redeployment will be sought for a period of four weeks. If redeployment is not successful during this period, a further meeting will be held to consider termination of employment. If the contract is terminated, notice will be issued and the ‘at risk’ period will then be extended for the duration of the employee’s notice period (up to a maximum of 12 weeks).”
“Now the appeal has ended, I would like to be in a position to return to work, confident that I could work in safety and with dignity. With deep regret I am unable to do that, because I know that my grievance has not been dealt with objectively, impartially, thoroughly or according to council policy and procedure, and so it remains outstanding. Also, fundamental aspects of the way that the grievance was dealt with at both stages were so flawed that it is hard to imagine that the failure was accidental. Accidental or not, my faith, trust and confidence in the Council as my employer is now at rock bottom. The only way forward is to bring these concerns to your attention and ask that they be addressed impartially, objectively, thoroughly and logically, with strict adherence to our policies and procedures. 1) Irrespective of the procedural steps that have been taken, the original grievance remains unresolved. (a) The investigator’s report was biased to the extent that it was highly offensive, containing comments that either had no basis at all, or which were based on irrelevant counter-allegations, or which were based on gross misrepresentations of fact, or unsubstantiated rumour. These comments formed a significant part of the investigator’s conclusions. (b) The investigator failed to apply the definition of bullying as set out in the council’s policy. The policy states that in relation to an alleged act of bullying, the intent of the alleged perpetrator is NOT what characterises it as bullying, but rather it is the effect on the complainant. Even though all the acts I complained of were found to have occurred, the investigator simply questioned the alleged bully who, as anyone would reasonably have expected, gave a benign explanation for his actions. The investigator accepted his and his supporters’ explanations at face value and, contrary to our policy, concluded on that basis that the actions were not ‘bullying’. (c) The investigator allowed herself to be persuaded by counter-allegations, indicating a careless lack of focus on the matter she was supposed to be investigating. Where some of the interviewees made comments that indicated such animosity toward me, it would have been reasonable to interpret that animosity as supporting my grievance. Instead, she used those comments against me and did not question why such matters had not been officially raised with me before, even though they surely should have been if they had any substance. The investigator does not appear to have gone behind any of the information she was given. On face value, she has readily accepted evidence that tends to undermine my grievance, but disregarded that which supports it. (d) The appeal process was apparently designed to fail. In the meeting, the panel expressed concerns over the investigator’s thoroughness and impartiality. By the time of the follow-up letter, the only concern was with impartiality. This was subsequently downgraded to no concerns at all after the report and documents had been sent, without my permission, to an HR employee of a neighbouring council, without my appeal. So she was given a huge volume of material without any analysis, and was therefore not given the full facts. Curiously, in spite of the damning and in parts irrational nature of the investigator’s report, no cause for concern was found over her impartiality. (e) The fact that the investigator had an opportunity to comment at the appeal stage was surprising. Even so, her comments again demonstrated her lack of impartiality and honesty in connection with my grievance. Even though this was brought to the appeal panel’s attention, it all seems to have been disregarded. Irrespective of whether all steps in the original process have now been exhausted, because the process consisted of two wholly flawed stages, the matters raised in my first grievance have not been reasonably addressed, if at all. I cannot be expected to accept the outcome and return to work for the council as if everything is now resolved.”
“4)a) For some time now I have been ill with work-related stress. I know that the stress has been caused by my being bullied over a period of time. This is supported by my medical practitioners. … In view of what has happened to date, unless I am satisfied that the council acknowledges and has taken suitable and sufficient steps to eliminate or contain the conduct that has caused my present illness, I believe it would be unsafe for me to return to work. I therefore request that the council addresses my concerns with due regard for health and safety, as a matter of urgency.”
“Ms Postings said that she was unable to agree to an extension of the four week redeployment period because there were no exceptional circumstances to justify this. She also said that she did not agree that her request for an extension of full sick pay could be accepted because there were no exceptional circumstances to justify it.”
“Rather than deal with my concerns, including those for my health and safety, the council has caused me to be further aggrieved by the aggressive approach of placing me in a redeployment pool with uncertainties and time limits. So I feel the institutional bullying displayed by the council towards me continues and I find this victimising and threatening. Having originally raised a genuine complaint of bullying I continue to find myself being treated detrimentally, in contrast to the council’s Prevention of Bullying at Work Policy which states: “Intimidation, victimisation or discrimination for making or being involved in a complaint will not be tolerated” and “retaliation against an employee for complaining about or assisting in an investigation of bullying is a disciplinary offence.””
“Therefore the outstanding issues of grievance fully concluded are: 0) Exclusion from the follow up to the outcome of the appeal i.e. the appointment of an independent external reviewer; 1) Redeployment and the 4 week time limit.”
“1) Concerns about the outcome of the appeal 0) Extension of the 4 week redeployment period 1) Extension of full sick pay.”
“I understand from Michael Stead (Unison) that you feel that you are not in a position to consider any of the redeployment opportunities offered to you so far and will continue to feel this way towards any future opportunities we may offer.”
“…the claimant said that she wished to make it clear that she wanted to be able to continue to work for Bournemouth and be placed in an appropriate job. She said that “certain conditions would have to be fulfilled and these were (a) dismissal should be withdrawn; (b) there should be full independent review of the way in which I have been treated over the past fifteen months and persons conducting the review and terms of reference should be jointly agreed; (c) while such a review takes place I should be reinstated and maintain full pay; (d) the issue of redeployment should remain in the balance until the review is concluded; (e) the council should accept responsibility for my poor health and agree to exercise a proper duty of care towards me.””
“During the course of her evidence to the Tribunal the claimant said that she did not feel that she could work with the three managers Mr Doran, Mr Shaw and Mr Josey. She said that if those three managers had been removed it would have been possible for her to go back to work. She also confirmed that she had said to Ms Postings if she had been treated fairly then the outcome would have been that the other three managers would have been redeployed.”
“[that she wrote] It is clear that you and Seamus Doran can no longer work together. We have tried to redeploy you but you and your union representative have stated that you would find it extremely difficult for you to go back and work with your managers or currently for the Council at all. She went on to say that she did not agree with any of the stipulations set out at the end of the claimant’s statement above. She went on to say that “Graham Parish told us that you are unable to consider redeployment opportunities because you are not well and that the issues set out in the statement would need to be addressed before you can consider redeployment.”
“The process dealing with the formal allegation of bullying and the process under the policy and procedure was completed when Ms Postings wrote to the claimant on18 November 2008 saying that it would not be progressed any further. The Tribunal takes the view that the claimant should have presented a claim within three months of that date. She did not do so. The Tribunal is quite satisfied that throughout that period the claimant had access to union and legal advice and was aware of her right to make a claim to the Tribunal. The Tribunal therefore considered that it was reasonably practicable for the claimant to make a claim within that period.”
“Mindful of the submissions made by Mr Withington above and the guidance given in the case of London Borough of Harrow v Knight referred to above, the Tribunal is satisfied that it received no evidence to show that the motivation of any of those involved in progressing the formal complaint under the bullying and harassment procedure right through to the final decision on appeal were motivated by the fact that the claimant had made such a protected disclosure. In these circumstances the Tribunal is quite satisfied that for a variety of reasons as set out above the claims for detriment under Section 47 and 48 and Section 47B and 48 should be dismissed.”
“The Tribunal on the basis of the findings of fact set out above is quite satisfied that the reason for the dismissal of the claimant was in fact that the relationship had broken down and that the claimant had refused to consider any redeployment. The Tribunal accepts that this amounts to some other substantial reason and is therefore a potentially fair reason.”
“Those conditions coupled with the claimant’s own evidence that she would not have been able to return to the employment of the respondent unless her three immediate managers were removed presented the respondent, in the view of the Tribunal, with an impossible situation. In the view of the Tribunal there is no doubt that a reasonable employer faced with those conditions and those statements could well have reached the decision that it had no alternative but to dismiss that claimant. Some of the conditions suggested by the claimant would clearly be unacceptable to the respondent. Furthermore the claimant would not even consider redeployment and felt that she could not return unless her three immediate managers were removed and this was in spite of the fact that an independent enquiry had found there was no evidence of bullying against the claimant. This meant that the respondent had little alternative but to dismiss the claimant. Certainly the decision to dismiss was well within the band of reasonable responses that a reasonable employer could make.”
“Turning to the Tribunal’s alternative basis of decision, as set out in paragraph 12 of the Reasons, the points made rather diffusely at paragraphs 12.1 – 12.12 of the Notice of Appeal can be summarised as follows: (1) The Appellant was subjected to a detriment by being put at risk of dismissal following the rejection of her complaint. That occurred, Mr Melia said, at the moment when her appeal was dismissed and the redeployment policy was accordingly invoked. (2) That detriment was suffered inevitably as a result of the policy – or the combination of the two policies, that is to say the bullying and harassment policy and the redeployment policy – which are themselves triggered by the making of a complaint. (3) Therefore the suffering of the detriment can properly be said to have occurred on the ground of – or, to adopt one of the acceptable paraphrases, by reason of or because of – the making of the complaint, which was of course a protected act. (4) Since that conclusion was inevitable on the Tribunal’s own findings, it was wrong in law in not reaching it.”
“The respondent dismissed the claimant because she had not engaged with the redeployment process. She gave her reasons for not doing so in writing on15 December 2008 ,14 January 2009 and1 April 2009 . …If the claimant introduced what the tribunal described as her ‘preconditions’ because of s47B detriment, then the detriment was causative of the conditions. The conditions were obviously causative of the respondent’s decision to dismiss, and so it logically follows that he principal reason for the dismissal is that the employee made a protected disclosure.”
“We are quite clear that we do not want Liz back in HLS and she should be redeployed, but no one has informed her of this yet as far as I am aware: hardly fair to Liz either.”
“…we can’t proceed with redeployment just yet as the appeal against the bullying procedure ‘could’ find the procedure/investigation was so flawed that the outcome is therefore erroneous. Even though this is highly unlikely we can’t go ahead with redeployment (which may well end up in dismissal) otherwise we’re ‘jumping the gun’.”
“…the Tribunal is not satisfied that the enquiry was carried out in the best possible way and certainly during the course of her evidence Mrs Taylor confirmed that some of her remarks in her report were inappropriate. Having said that the Tribunal accepts entirely that Mrs Taylor acted perfectly reasonably in reaching a conclusion that there had been no bullying of the claimant on the part of Mr Doran.”
“The Employment Tribunal was not asked or expected to make a finding as to whether the email exchange between Mr Josey and Ms Hughes was known about by any other person. Ms Geddes and Ms Postings specifically denied that they were aware of it and Ms Vivian was not aware of it until it was included as part of the Respondent’s disclosure. The email exchange was not referred to in the cross-examination of Councillor Montrose, Councillor Lovell, Ms Taylor or Ms Weal.”
“Judith Geddes, the Respondent’s Executive Director of Adult and Community Services and Mr Josey’s manager, when asked if she thought Mr Josey’s email had been an appropriate communication for him to send to Ms Hughes six days before the appeal, said that she did not think it was appropriate and that Mr Josey had made a wrong judgement in sending the email at that time.”
“…why did the alleged discriminator act as he did? What, consciously or unconsciously, was his reason? Unlike causation, this is a subjective test. Causation is a legal conclusion. The reason why a person acted as he did is a question of fact.”
“In some cases the ground, or the reason, for the treatment complained of is inherent in the act itself. … James v Eastleigh Borough Council[1990] ICR 554 is a case of this kind. …The council was therefore applying a criterion which was of its nature discriminatory: it was, as Lord Goff put it, at p 574 f, “gender based”
“The detriment is alleged to be the conduct of the Respondent following the complaint of bullying, in particular the manner in which the complaint was addressed, which made the complainant ill, the lost income by reduction of wages and placing the claimant into the redeployment pool rather than moving the alleged perpetrator.”
“In relation to both allegations of detriment, the respondent asserts that the complaints are out of time.”
“…the Tribunal is satisfied that it received no evidence to show that the motivation of any of those involved in progressing the formal complaint under the bullying and harassment procedure right through to the final decision on appeal were motivated by the fact that the claimant had made such a protected disclosure.”
“The Tribunal on the basis of the findings of fact set out above is quite satisfied that the reason for the dismissal of the claimant was in fact that the relationship between her and manager and indeed her more senior managers had broken down and that the claimant had refused to consider any redeployment. The Tribunal accepts that this amounts to some other substantial reason and is therefore a potentially fair reason.”
“The detriment is alleged to be the conduct of the respondent following the complaint of bullying, in particular the manner in which the complaint was addressed, which made the complainant ill, the lost income by reduction of wages and placing the claimant into the redeployment pool rather than moving the alleged perpetrator.”