40
Presented by: Crystal Barnes, Lockheed Martin Jim Murphy, Ogletree Deakins (Washington DC) Christopher Humber, Ogletree Deakins (Washington DC) Moderated by: Denise Giraudo, Ogletree Deakins (Washington DC) © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C. Keeping Up With The Times: Equal Employment and Traditional Labor May 23, 2017

© 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

  • Upload
    others

  • View
    0

  • Download
    0

Embed Size (px)

Citation preview

Page 1: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

Presented by: Crystal Barnes, Lockheed Martin

Jim Murphy, Ogletree Deakins (Washington DC)

Christopher Humber, Ogletree Deakins (Washington DC)

Moderated by: Denise Giraudo, Ogletree Deakins (Washington DC)

© 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C.

Keeping Up With The Times:

Equal Employment and Traditional Labor

May 23, 2017

Page 2: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

Today’s Topics

• LGBT Issues In Today’s Workplace

• Reassignment as an Accommodation: Is Competition Required?

• The NLRB Under President Trump: Will Balance Be Restored?

Page 3: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

LGBT Issues

In Today’s Workplace

Page 4: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

Fortune 500 by the Numbers

• 92% include sexual orientation in non-discrimination policy

• 82% include gender identity in their non-discrimination policy

• 53% offer transgender-inclusive health care coverage

• 47% have made public commitment to the LGBT community

Page 5: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

LEGAL FRAMEWORK• Title VII

Hively v. Ivy Tech Comm. Coll. of Ind., 853 F.3d 339 (7th Cir. Apr. 4, 2017)

• Federal Contractors: Amended Executive Order 11246 and OFCCP Guidance

• EEOC Guidance

What You Should Know About EEOC and the Enforcement Protections for LGBT Workers www.eeoc.gov/eeoc/newsroom/wysk/enforcement_protections_lgbt_workers.cfm

Fact Sheet: Bathroom/Facility Access and Transgender Employees www.eeoc.gov/eeoc/publications/fs-bathroom-access-transgender.cfm

• OSHA Best Practices: A Guide to Restroom Access for Transgender Workers

www.osha.gov/Publications/OSHA3795.pdf

Page 6: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

State and Local

States, cities, and counties with laws that

prohibit employment discrimination on the

basis of sexual orientation and/or gender

identity

Page 7: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

Case studies

1. Transition planning

2. Single-sex facilities

3. Dress codes and appearance

4. Reasonable accommodation

5. Coworker concerns

Page 8: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

Case Study 1: “Sam to Sally”Transition Planning and Announcement• Long-time employee, Sam

• Customer-facing position in family-oriented service establishment

• Begins to wear hair accessories, make-up, and jewelry typically worn by women

• Sam tells store managers he plans to transition

• Executive visits the store, notes Sam’s bling and scrunchie, and comments about it to HR

Page 9: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

Case Study 2: “Everyone Goes”Bathroom/Locker Room Usage• Employee is a biological male. In June, he notifies the supervisor that

he plans to transition and present as a female at the end of the year, but wants to begin using the women’s restroom immediately.

• Employee also mentions that he shared his transition plans with some coworkers a few weeks ago, and they have been bullying him since.

• When notified of his coworker’s transition plans, Jim-Bob reacts angrily. To make a point, he claims to have discovered that he is a woman and begins using the women’s room.

Page 10: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

Case Study 3: “Suit and Tie”Dress Codes and Appearance Standards• Employee who is transitioning from male to female comes to work at

grocery store wearing bright pink nail polish

• Handbook states that employees may wear only clear or neutral-colored polish only, and deli employees may not wear any nail polish.

• Manager wants to ask Employee to remove the pink nail polish.

Page 11: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

Case Study 4: “On the Road Again”Reasonable Accommodation• Gender variant employee’s position requires out-of-state travel

• Employee asks to be excused from travel to states that have enacted restroom legislation

• Employee points to CA’s ban on state-funded travel to these states to buttress their concern

• Employee also points to an incident that occurred during travel where they were confronted in a bathroom in TX

Page 12: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

Case Study 5: “Complaining Coworker”Coworker Concerns and Comments• Employer is a manufacturing plant in rural Virginia.

• Employee is a female line technician working the third shift.

• Employee, with the full support of the employer, begins to transition and present as a man.

• Employee begins to use the men’s restroom.

• A male coworker complains to HR that his privacy rights are being violated and that he is being subjected to discrimination based on his traditional religious convictions.

Page 13: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

Reassignment as Reasonable Accommodation:

Does ADA Require Preferential Treatment?

Page 14: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

ADA Does NOT Require Reassignment without Competition

• The following Courts of Appeals have held that the ADA does not require preferential reassignment for disabled employees:

▪ Fifth Circuit

▪ Sixth Circuit

▪ Eighth Circuit

▪ Eleventh Circuit

• EEOC v. St. Joseph’s Hospital, December 7, 2016: “the ADA only requires an employer allow a disabled person to compete equally with the rest of the world for a vacant position.”

• The Fourth Circuit currently has the issue on their docket in United States v. Woody.

▪ In that case, the Eastern District of Virginia held “that the ADA does not require minimally qualified disabled employees to be granted special preferences in hiring over non-disabled applicants” (Nov. 22, 2016)

Page 15: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

ADA Does Require Reassignment without Competition

• The following Courts of Appeals have held that the ADA does require reassignment without competition as an accommodation:

▪ Seventh

▪ Tenth

▪ DC Circuit

• Aka v. Washington Hosp. Ctr. (D.C. Cir 1998): an employer cannot insist, for business reasons or otherwise, upon hiring the “best qualified” applicant for a vacant position for which an employee would otherwise be qualified.

• Despite subsequent case law that is critical of the D.C. Circuit’s holding, the District Court strictly follows the application of Aka.

• EEOC Guidance is very clear on this point – reassignment without competition is required under the ADA

▪ We have seen increased scrutiny on nationwide policies.

Page 16: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

Local Updates• District of Columbia

• Ban the Box enforcement issues

• Universal Paid Leave

• Screening employees based on salary history

• Maryland

• Mandatory Paid Leave

Page 17: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

The National Labor Relations Board

Will Balance Be Restored?

Page 18: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

The Obama NLRB

UNIONS

+

WORKERS

MANAGEMENT

Page 19: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

Protected Concerted Activity

“employees shall have the

right...to engage in...other

concerted activities for

mutual aid and protection…”

Page 20: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

Major Changes Under Obama NLRB Struck down Handbooks/Policies that might “chill” the

exercise of employee rights (Lutheran Heritage test)

Expanded the concept of Protected Concerted Activity

Accelerated the timing of union elections - “Ambush Rules”

Paved the way for unionizing small pockets of employees

Created the right for employees to use company e-mail systems for union organizing

Page 21: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

Major NLRB Changes (cont’d) Broadened the standard for “joint employer” status

Gave unions the right to organize and represent temp/contract workers as part of the same bargaining unit as regular employees

Struck down arbitration agreements that required employees to waive the right to bring class or collective actions.

Page 22: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

Control of the NLRB Depends Upon . . .

Who is the Chairman?

Who holds the majority of 5 seats?

Who is the General Counsel?

Page 23: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

Obama Board Composition (2 vacancies)

Phil Miscimarra

Member

Exp. Dec 16, 2017

RepublicanDemocrat Democrat

Mark Pearce

Chairman

Exp. Aug 27, 2018

Lauren McFerran

Member

Exp. Dec 18, 2019

Page 24: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

Current Board Composition (2 vacancies)

Phil Miscimarra

Chairman

Exp. Dec 16, 2017

Republican Democrat Democrat

Mark Pearce

Member

Exp. Aug 27, 2018

Lauren McFerran

Member

Exp. Dec 18, 2019

Page 25: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

The Latest on the Board Vacancies

No formal nominations yet.

Anticipated Nominations – Bill Emanuel (management lawyer)

Marvin Kaplan (counsel to Occupational Safety and Health Review Commission)

Goal is Senate approval by August recess.

Page 26: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

The General Counsel’s Role NLRB’s chief policeman.

Establishes policies for enforcement and operations.

Example: Former GC Lafe Solomon’s challenge to Boeing’s decision to locate Dreamliner work at a non-union plant in South Carolina.

Page 27: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

NLRB General Counsel

Richard F. Griffin, Jr.

Holds General Counsel

position until his term

expires on Nov. 4, 2017.

Page 28: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

Current G.C. Policies In Effect -

Default Language in informal settlement agreements (GC Memo 11-04, Jan. 12, 2011).

Deferral of unfair labor practice charges to arbitration (GC Memo 15-02, Feb. 10, 2015).

Electronic Signatures in Showing of Interest (GC Memo 15-08, Oct. 26, 2015).

Page 29: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

The Hit List for a GOP-Controlled NLRB

(the abridged list….)

Page 30: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

Use of Employer E-mail Systems Purple Communications, Inc., 361 NLRB No. 126 (2014).

Employee use of an employer’s email system for statutorily protected communications on nonworking time must presumptively be permitted by employers who have chosen to give employees access to their email systems.

Overruled Register Guard, 351 NLRB 1110 (2007).

Page 31: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

Joint Employer Cases Browning-Ferris Indus., Inc., 362 NLRB No. 186 (2015)

Joint employer status can be based on unexercised contractual rights

No longer requires proof that such control has ever been exercised.

Control can be exercised indirectly or through an intermediary.

Miller & Anderson, Inc., 361 NLRB No. 39 (2016) Temp/contract workers can be included in the same bargaining unit as

regular employees of an employer.

Single bargaining obligation can be imposed upon two independent companies that share or co-determine essential terms of employment.

Page 32: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

Unionizing “Micro-Units” Specialty Healthcare, 357 NLRB No. 83 (2011).

New analytical standard for whether a smaller group of employees can be unionized separately from a broader group with which they have some connection.

If a group is a “readily identifiable group” and its members share a community of interest, that group can stand for election as an appropriate bargaining unit unless the employer can make a heightened showing that they share an “overwhelming community of interest” with a larger group, such that the smaller group is an arbitrary grouping.

Page 33: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

Overbroad Policies, Rules, and Handbook Provisions Lutheran Heritage Village-Livonia, 343 NLRB 646 (2004).

Policy provision is invalid if employees “would reasonably construe” it to prohibit the exercise of their right to engage in protected concerted activity.

The Obama NLRB exaggerated the Lutheran Heritage standard and applied it on more of a could possibly construe basis.

Even if the policy was never applied

Even if no employee ever complained

Page 34: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

Workplace Rules Held Unlawful Under Lutheran Heritage

Requirement to be courteous and respectful to others

Prohibition against inappropriate or disparaging statements about management or the company (except for products).

Restriction on communications with media

Restriction on use of company name, logo, trademark

Prohibition on leaving work station/ workplace w/o permission

Direction to maintain confidentiality of the subject of an investigation while the investigation is open

Page 35: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

Protections for Profanity Numerous NLRB decisions have ruled that the use of

offensive, vulgar, and profane language may still be protected by the Act when it arises in the context of discussions of workplace issues or terms and conditions of employment.

Examples - Karl Knauz Motors, Inc., 353 NLRB No. 164 (2012)

Triple Play Sports Bar & Grille, 361 NLRB No. 31 (2014)

Pier Sixty, 362 NLRB No. 59 (2015)

Page 36: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

The Right to Make Unilateral Changes “Clear and Unmistakable Waiver”: “There must be an unequivocal

and specific expression of mutual intent of both parties to permit unilateral employer action with respect to a specific term of employment.” Graymont PA, Inc., 364 NLRB No. 37 (2016); Provena St. Joseph Med. Ctr., 350 NLRB No. 64 (2007).

Result – Nullifies most management rights clauses.

Compare: “Contract Coverage” standard supported by Miscimarra and the D.C. Circuit: Heartland Plymouth Court MI v. NLRB, No. 15-1034 (D.C. Cir. Sept. 30, 2016).

Page 37: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

Class Action Waivers D.R. Horton, Inc., 357 NLRB No. 184 (2012) and Murphy Oil

USA, Inc., 361 NLRB No. 72 (2014).

NLRB’s Position: By including waivers of the right to bring class and collective actions in arbitration agreements, employers interfere with the rights of employees to engage in protected concerted activity under Section 7 of the National Labor Relations Act.

NLRB’s policy is pending review at the Supreme Court.

Page 38: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

Pending at the Supreme Court U.S. Supreme Court has granted petitions for certiorari on

whether the class/collective action waiver violates employee’s rights under the NLRA:

NLRB v. 24 Hour Fitness USA, Inc.

Murphy Oil USA, Inc. v. NLRB

Epiq Systems Corp. v. Lewis

Ernst & Young v. Morris

Patterson v. Raymours Furniture Co.

Page 39: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

What About the Ambush Election Rules?

…Don’t Hold Your Breath

Would require full Board action

Would require Administrative

Rulemaking

Page 40: © 2017, Ogletree, Deakins, Nash, Smoak & Stewart, P.C ... · Case Study 1: “Sam to Sally” Transition Planning and Announcement • Long-time employee, Sam • Customer-facing

www.ogletree.com

One Thing That Didn’t Change: Weingarten Rights

May 3, 2017 – NLRB unanimously voted to reject a request to use the NLRB’s rulemaking authority to apply J. Weingarten, Inc. v. NLRB, 420 U.S. 251 (1975) to employees in non-union environments.

IBM Corp., 341 NLRB 1288 (2004) remains NLRB policy: Weingarten rights are limited to union-represented employees.