“4.1 You are employed as Senior Lecturer in Theatre Studies/Performing Arts. This post is currently located in the Department of Humanities, Arts and Languages at the Tower Building. However it is a condition of your employment that you may be required to work at any site or in any Department of the University. … 4.3 Your duties may cover inter alia teaching and tutorial guidance, research and other forms of scholarly activity, examining, curriculum development, recruitment and admission of students, administration and related activities. You are expected to work flexibly and efficiently and to maintain the highest professional standards in discharging your responsibilities and in promoting and implementing the corporate policies of the University. … 4.4 The make-up of your duties will be as set out in your job description. Changes to this may be necessary from time to time and these will be determined by your Head of Department in consultation with yourself, and will be reviewed regularly through the Performance Appraisal, Development and Award system. An Interpretation Agreement on the Contract of Employment for Teaching Staff is set out in the Teaching Staff Handbook. In particular, when deciding upon specific duties, your Head of Department will consider the matters set out in the ‘Interpretation Agreement on the Contract of Employment for Teaching Staff’ in the Teaching Staff Handbook. … 22 If you have a grievance relating to your employment you are entitled to make use of the Grievance Procedure which is explained in ‘Interpretation Agreement on the Contract of Employment for Teaching Staff’ in the Teaching Staff Handbook.”
“6.25 As a result of what had happened the employee support unit suggested to Mr Gallagher and Ms Pike that the only way to resolve the issue of the confrontation between the claimant and three of her colleagues in the theatre studies department, was for the claimant to make a move into the English literature department. … 6.27 An informal discussion between the claimant and Dr Wilson [the programme director for English literature, creative writing and journalism] concluded that it would be viable to run a theatre studies strand of the English literature degree taught by the claimant. 6.28 The decision was then reached that the claimant would move into the English literature department, but the precise terms of the claimant’s role in that department was [sic] not set out in any document at the time of the move. Indeed, there was no document produced by the respondent which was contemporaneous with the claimant’s move into the English department. 6.29 However, there were two contemporaneous documents written by the claimant (an email at pages 195 to 196 dated 12 March and a further email 197 to 198 dated15 March 2004 ). The email dated 12 March set out the theatre studies modules currently covered and taught by the claimant. The 15 March email indicated a meeting to discuss modules was about to take place with Mr Gallagher, and that there had been discussions in which the claimant had indicated her willingness to teach an Higher Education Orientation module in English literature (HEO). The claimant stated that she would not be able to offer straight English modules, stating that she needed an English degree in order to do so. She also indicated that she was probably not in a position to be able to ‘fill in’ on English modules that needed staffing. She suggested that her contractual identity be changed to ‘Theatre Studies in English’. Finally she wanted all her modules to be re-coded so they were English-coded modules, and thereby the theatre studies department would have no entitlement to require her to teach them to theatre studies students. (The reasoning behind this last request was that the claimant did not want to be line-managed or under the direction of any of her former colleagues.) 6.30 The tribunal is not able to make any further findings of fact as to what occurred in semester B of 2003/2004 because it had no evidence from Mr Gallagher or Dr Wilson or Dr Hogan [academic leader for theatre studies].”
“6.32 …it was the understanding of Dr Wilson that the Claimant was going to teach some English subjects and that she would become a flexible and valuable member of the English Department.”
“6.44 Dr Wilson replied that he had understood that the claimant would take on other English work as part of her move into English as well as the HEO, he was looking for support in fiction and poetry. Her reply was that as a theatre studies specialist, poetry and fiction were not amongst the areas in which she was competent or skilled in teaching. She indicated that she had withdrawn from the HEO module because she could not cope with the English literature students’ questions. She also stated: ‘My personal timetable is exactly that – mine. It is not something over which the team have jurisdiction.’ On 14 July the claimant emailed Mr Gallagher forwarding him the email dated12 March 2004 (referred to in clause 6.29 above). She stated that if current requirements of the English team had been made clear she would never have agreed to move there and confirmed that she was neither qualified nor skilled nor experienced in the field of English literature.”
“…she could not teach English modules because she was neither qualified, skilled, nor experienced to do so. She also stated that she was not contracted to do so either.”
“6.69.1 They rejected the claimant’s suggestion that her move to the English literature department was on the basis that the claimant would only teach established theatre studies modules in that area. 6.69.2 They further determined that the request made of her to teach subjects other than theatre studies were [sic] not in respect of modules outside her qualification, knowledge, skills or contract. Insofar as they may have been outside the claimant’s experience, it was suggested that enough time had elapsed since the claimant’s transfer to allow her to develop sufficient expertise and to widen her experience, and where necessary, undertake additional preparation to compensate for that lack of experience. … 6.69.7 The panel determined that the way forward was as suggested by Ms Pike, namely, that the claimant should continue with discussions about increasing her teaching within the English literature team to include modules other than theatre studies, but to include a future option of teaching modules in the theatre studies team where appropriate opportunities arose. She was commended to have further discussions with the managers within the English literature team to build up her teaching hours to an appropriate level.”
“6.116 (The tribunal specifically finds as a fact that at the senior academic level, at which the claimant operated, it would be considered insulting to the claimant for Dr Page to specifically nominate an English module for the claimant to teach in the future, and then instruct her to attend courses which would assist her in being able to teach that particular module. It is the duty of the member of academic staff in such circumstances, in the spirit of co-operation which is required, to consider the available modules in English, choose one or more in which they have an interest and then proceed to go on the courses involving staff development to enable them to be able to conduct at least a lecture to the students on that particular subject. With time the ability to conduct a seminar would then flow with the greater knowledge required.) The claimant responded immediately by email. She stated that theories of the text and the HEO modules were outside her area of contract, knowledge and subject area, and were currently still the subject of an ongoing grievance, the role of diversity co-ordinator was also the subject of the outstanding grievance procedure, and once resolved that role could be re-negotiated.”
“6.118 (The tribunal, therefore, specifically rejects the assertion made by the claimant that the reason why disciplinary action was taken was because they had become aware that she had raised a second grievance. The position was the opposite. The claimant raised the second grievance after she knew that disciplinary actions was being proposed.)”
“(1) Deliberate refusal to carry out the legal requirements and/or reasonable university instructions regarding the normal duties of the job. (2) Vexatious and/or persistent behaviour which causes serious disruption and/or disharmony within the workplace.”
“The view of the department is that you have deliberately refused to engage in any meaningful way in organising and planning your work, which has resulted in you failing to fulfil a full timetable and so comply with the contractual requirements of your post. … We also heard in some detail about the type of work you had in fact been asked to undertake, which was outside of your specialism of Theatre Studies. From the documentation, these requests have included: teaching “Reading 19 th century fiction” and “Literature and History 1: The Renaissance”; teaching a generic HEO module, which is designed for all new entrants in HAL, including Theatre Studies students; the role of diversity co-ordinator, and recruitment co-ordinator assisting the HAL recruitment and marketing. With the possible exception of the first two of these, we took the view that this was not work that could reasonably be described outside of any professionally trained lecturer’s ability or expertise. With regard to the first two it seemed they were both modules, which your managers considered to be areas where you might have an important contribution to make. We also took the view that, with the appropriate level of personal development and training, they should have been modules that someone of your experience could have been more than capable of teach [sic] within a relatively short period of time. We were not persuaded by your suggestion that you would not be able to teach any form of English literature unless you had a Phd in that subject. … In making our decision we considered carefully the responses that you provided to the enquiries about why you had failed to fully engage in negotiations with your managers. These included comments that: · You did not consider that the requests made of you were reasonable. · You would be happy to negotiate once your grievance was settled. · The proposed administrative roles would have taken you over the maximum number of hours required in your contract. · That, in your dealings with Adrian Page, you withdrew from discussions with him because he was offering you nothing new, and that there was ‘no way forward’. These were replies which, once again, gave us serious cause for concern. We could not agree that the requests being made of you were unreasonable…. Finally, your suggestion that there was no point in negotiating with Adrian Page because there was ‘no way forward’, left us with very limited choices as to how this complaint could be addressed. … The disciplinary action was not instigated because of the standard of your work but because of your failure to perform your full contractual duties and to accept management direction. The decision we reached was that the grounds on which the disciplinary action was initiated were found to be substantiated and your behaviour over a sustained period of time did amount to gross misconduct. In reaching this conclusion we referred to the definition outlined in the university’s Disciplinary Procedure, which indicates that the behaviour or conduct in question must seriously or irreparably damage the contract of employment making any further working relationship and trust impossible. Your own view of the situation is that there is no way forward, and after careful consideration we reach the conclusion that we shared that view. You will therefore be dismissed on notice.”
“…even with the most charitable interpretation your assertion that you had a higher FST than your colleagues is insupportable. The documentation …demonstrates that your workload was well below that of your colleagues. Your lack of willingness to accept duties in the extra-curricular areas such as those of recruitment cluster coordinator or diversity coordinator, or to diversify into areas such as production and direction conveyed a clear impression of someone who is inflexible and intransigent, and insensitive to the reality of a modern department in a modern university , which has changed considerably, and in the University’s view irreversibly, since you joined the University. … The Panel was unconvinced by your explanation of the need to protect the territorial integrity of your subject area, in the context of declining student numbers and staff resource constraints. It was clear to the Panel that the academic environment had changed, and in doing so it necessitated you to change and incorporate other related academic subjects into your portfolio, but you had not been prepared to change. … In your documentation you state repeatedly that the fault was anyone’s but your own. The panel found that the opposite was the case, and that you had been unmanageable for a considerably long period (by a series of managers) during which you knew what the Department’s requirements were, and during which staff development was offered but it was not reasonable to expect your employer to tolerate this. Sue Pike confirmed that in the context of her long management experience that your level of refusals to comply with reasonable requests had been extreme. The Panel did not hear anything to indicate that the disciplinary hearing process of12 June 2008 was subject to any breach of procedure.”
“The question is, does the cumulative series of acts [by the employer] taken together amount to a breach of the implied term.”
“8.2 In respect of the employee the implied term of trust and confidence includes an implied term of cooperation. The employer has the right to exercise authority and to instruct and direct, namely to ‘manage his business as he sees fit’ and the employee has a duty to comply with reasonable instructions and directions. The responsibility for the running of the business and the methods of achieving the legitimate aims of the business ultimately lie with the employer.”
“The tribunal does not accept that the claimant was required to teach outside the remit of her qualifications and her contract. The tribunal agrees with the conclusions reached by Professor Lister, Mr Roper, Ms Pike and Dr Page that the claimant was perfectly capable of teaching the HEO module, which required a very low academic ability, and that the terms and conditions of her contract requires her to broaden her experience. In the view of the tribunal someone with the academic qualifications of the claimant was perfectly capable of teaching certain English literature modules provided that she had been willing to cooperate in selecting particular subjects to teach and liaising with Dr Page in relation to any further training she might require. The issue might be looked at on the basis that the claimant’s contention was that she was incapable of carrying out the role for which she was employed (which included expanding her knowledge and expertise into related subjects), but we are quite satisfied that this was a case of misconduct where the claimant was perfectly capable of teaching the subject she was requested to teach but chose not to do so.”
“The conclusion of the tribunal is that the respondent did conduct an extremely thorough investigation into the question of whether or not the claimant was being required to teach subjects she was not competent to teach. The voluminous documentation was considered by all the individuals in both the grievance procedure and the disciplinary procedure.”
“As set out above, there were no protected disclosures in this case and in those circumstances this part of the claim also fails.”
“What was the reason for the claimant’s dismissal. Was it that she had complained as in 2.1 above [14 letters of complaint and grievance regarding the duties she was being required to perform] or was it because the respondent considered that the claimant was in breach of the terms of her contract?”
“…the tribunal is satisfied on the balance of probabilities that the true reason for the claimant’s dismissal was her misconduct. It was not because of the complaint nor the grievance she had made but because she was in breach of the terms of her contract.”
“the claimant was not required to teach outside the remit of her qualifications and her contract.”
“Your duties may cover inter alia teaching and tutorial guidance, research and other forms of scholarly activity, examining, curriculum development, recruitment and admission of students, administration and related activities.”
“It was incumbent on her, in our view, to look at the English literature modules that were proposed to be taught for a particular academic year and suggest a handful to Dr Wilson or Dr Page that she might have been able to assist with in full or in part. It was her duty to be co-operative but she failed totally in that duty.”
“6.28 The decision was then reached that the claimant would move into the English literature department, but the precise terms of the claimant’s role in that department was not set out in any document at the time of the move. Indeed, there was no document produced by the respondent which was contemporaneous with the claimant’s move into the English department.”
“6.30 The tribunal is not able to make any further findings of fact as to what occurred in semester B of 2003/2004 because it had no evidence from Mr Gallagher or Dr Wilson or Dr Hogan.”
“2.3 Did the respondent conduct a thorough investigation into the question of whether or not she was being required to teach subjects she was not competent to teach? [Italics added] 2.4 If so, did that investigation reveal evidence showing that the claimant was, by refusing to teach such subjects, refusing to carry out the legitimate requirements of her post and failing to carry out a reasonable management instruction? 2.5 If so, did the respondent’s officers genuinely believe that to be the case? 2.6 If so, was the claimant’s dismissal fair and reasonable in all the circumstances within section 98(4) ERA 1996? In particular, was the decision procedurally unfair because; … 2.6.2 the respondent did not follow its own grievance procedure in relation to the initial grievance…”
“…already dealt with the matters relating to the failure of the respondent to allow the claimant a Stage 4 appeal.”