At the Tribunal | |
Judgment delivered on 26 September 2003 |
Before
THE HONOURABLE MRS JUSTICE COX DBE
MR C EDWARDS
MR B M WARMAN
CATHOLIC HIGH SCHOOL |
APPELLANT |
RESPONDENT |
Transcript of Proceedings
JUDGMENT
Revised
For the Appellant | MR RICHARD BRADLEY (of Counsel) Instructed by: Messrs Mace & Jones Solicitors Drury House 19 Water Street Liverpool L2 ORP |
For the Respondent | MR PETER EDWARDS (of Counsel) Instructed by: Association of Teachers & Lecturers Legal Services Department 7 Northumberland Street London WC2N 5DA |
THE HONOURABLE MRS JUSTICE COX DBE
"(1) That the repudiatory breach of the contract of employment by the Appellant, in requiring the Applicant either to give up one salary point or accept additional responsibilities, took place in November 1999 when it took place, on the Tribunal's findings of fact, no later than 14th September 1999:
(2) That there was a total breakdown in the relationship between the Applicant and the Appellant's head teacher, which does not equate to a repudiatory breach of contract by the Appellant; and
(3) That the Applicant did not affirm the contract of employment after the Appellant's repudiatory breach, in circumstances where the repudiatory breach of contract took place no later than 14th September 1999 and the Applicant did not resign until 30th March 2000."
The Facts
"The applicant told the head that she needed more administration assistance. The school by that time was seriously under-funded and there was pressure on all the staff to meet targets set. The applicant had been given the assistance of a Mrs. I Douglas an SEN teacher, who had supported the SEN department for three days a week, some time before, but at the end of the middle term in 1999 Mrs. Douglas was told that she would no longer be needed after 1st May. She left at the end of the Spring term."
During the first half of 1999 the Applicant was teaching for 21 out of a total of 30 lessons each week, with other "non-contact" periods being used for preparation, marking, SENCO and head of department duties. At paragraph 5 the Tribunal found as follows:
"In the Autumn term of 1999 Dr. Doherty removed the four SEN administration non-contact periods, thereby increasing the applicant's teaching commitment to 25 out of 30 periods a week. In February 1999 the applicant was told that those who were on salaries which had been safe-guarded when the two schools amalgamated in 1986 would have to take on additional duties. Those members of staff who had in excess of three non-contact periods per week were told that they would have to give up these periods to take the lessons left uncovered by Mrs. Douglas's departure. The staff were non-specialist and had no SEN experience. The applicant registered her grave concern at staff meetings and heads of department meetings. She also went to see the head."
"She asked how much extra time she would be given to carry out these extra responsibilities and was told that there would be no more time available and it was at this point that she was told that she would lose the four SEN administration periods. The applicant was asked to take on careers and work experience. When approached by Miss Bradford, who was relinquishing the work experience position, and wished to pass over to the applicant the documentation relating to work experience, the applicant declined on the ground that she had not as yet agreed to accept the new role. A further meeting with the head was arranged for 1 July, 1999 and the applicant was told that because she had not volunteered to accept the additional responsibilities, she was being given the careers and work experience roles and was again told that no extra time would be made available. …. The applicant immediately contacted her union representative, Miss M. Twist, about the work she was being expected to undertake and Miss Twist agreed to come into school to meet her on July 19th 1999. The applicant also went to see Angela Bradford to discover what the work experience role consisted of and she also approached Mr. Mike Moorhouse, asking the same questions about the careers role. Both members of staff made it clear to her they were relinquishing the positions, because of their inability to fulfil the duties in the time allocated. Mr. Moorhouse told the applicant that he had wished to relinquish the role at Christmas 1998, but had agreed to carry on at the personal request of Dr. Doherty. Following advice from Miss Twist, the applicant again saw Dr. Doherty emphasizing the requirement to satisfy her SEN duties and her need for additional time to carry out the proposed additional duties. Dr. Doherty reiterated that there would be no more time available. The applicant contacted Miss Twist again, who said that she would contact Dr. Doherty again and request a meeting. That meeting could not be arranged until September 1999, because of the school holidays. The Tribunal notes that Dr. Doherty insisted in his evidence that the applicant had agreed to take the careers and work experience duties in June/July, 1999. The applicant denied this. The Tribunal prefers the evidence of the applicant. It noted that she called in Miss Twist because she had not agreed to take on the roles. It was only when she was faced with a removal of one of her points that she reluctantly accepted the role, but it was clear that it was accepted under protest. The Tribunal found Dr. Doherty to be a person who heard what he wanted to hear, not what was said.
At the meeting arranged between Dr. Doherty and Miss Twist on 10th September 1999 Miss Twist had learned that the head was not prepared to give the applicant any further time and was told that the applicant had the option of either giving up a salary point or taking on additional duties of careers and work experience. Miss Twist suggested that it would be a good idea for the applicant to meet with the head and discuss matters, to see if they could both find a way forward, because there appeared to be communication difficulties. At this time it was common knowledge around the school that the applicant was taking on the work experience role. That meeting took place on 14th September 2000 and applicant agreed to take on the additional work involving work experience, but she made it absolutely clear that she was doing so under duress and that she was very concerned about how she would manage all the work. The Tribunal accepts the applicant's evidence that she felt annoyed and disheartened that it was being said that she was doing enough to earn her salary."
"At this time the applicant felt physically sick and told the head in clear terms that she could not complete all the work that had to be done that day without help. He insisted that no help was available. The applicant told the head that speaking to him was like speaking to a brick wall. She admitted to the Tribunal that she was shocked at her own behaviour. She had started to feel dizzy and upset and she left to sit down in her office, because she thought she might say something she would regret. The head followed her and stood in the doorway and told her that she should not upset herself and that it was his responsibility and he had every confidence in her. Dr. Doherty then left, but the applicant continued to feel dizzy and sick. …. The applicant insisted that she made it clear to the head that her health was suffering. The Tribunal accepts her evidence."
At paragraph 12 they found:
"During the week 11 to 15 October the applicant went to the head and told him that she did not know how she had survived the previous week and that she could not repeat that kind of experience or she would be ill. The applicant told the head that her blood pressure was up because she had felt sick and dizzy. The Tribunal finds that this was the second time that the applicant had drawn the head's attention to her health problems."
"…. both her doctor and Miss Twist advised her not to resign, as she was too ill to make any decisions. Her doctor continued to care for her and during her illness the Applicant saw a psychiatrist. By the end of February the Applicant began to feel stronger and contacted Miss Twist, but she decided to resign because she could not bear the thought of retuning to the school. She felt that she would suffer a breakdown and be hospitalised, if she returned to the school. The Applicant felt that her relationship with Dr. Doherty had completely broken down. This was confirmed to her when he seemed to suggest that she was not carrying out the proper procedure in relation to her sick notes. Following a meeting with Miss Twist the Applicant submitted her resignation at the end of March 2000 and her psychiatrist supported her. At no time was she offered any support or help by the school during her absence."
"The Tribunal found significant his evidence that if the applicant did in fact teach for the full amount indicated on the time table, it would be impossible for her to carry out the administrative functions of the SENCO in the rest of the available time. The clerical assistance provided to the SENCO was inadequate; there was no evidence of the involvement of the SEN governor; there were many more pupils in the school who had special educational needs than might normally be expected and who could be catered for by the efforts of one individual. Mr. Parry concluded that it was his belief that the resources given to the applicant was inadequate to enable her to fulfil her role."
"individual actions by an employer, which do not in themselves constitute fundamental breaches of the contractual term, may have the cumulative effect of undermining trust and confidence"
(paragraph 18 of the Reasons).
"21. The Tribunal finds that the applicant was dismissed and that that dismissal was unfair. It is clear that the applicant was entitled to four extra salary points for her role as SENCO alone, but even if this were not the case and she should have received three points only, her special qualifications for SEN teaching justified the remaining point. The applicant's four points should not therefore have been reduced without the applicant's agreement and this was not obtained. This alone was a fundamental breach of contract, but the respondents further exacerbated the situation by forcing the applicant to take additional duties to justify that extra point and by leaving the applicant without the necessary support to carry out those duties and her normal teaching and SENCO roles. The Tribunal notes the evidence of Mr. Parry that the applicant had insufficient assistance to perform both her SENCO and teaching roles properly. Finally, the respondents misled the applicant about the reason for the presence of Miss Hayward. It is quite clear that her investigation turned into an investigation of the applicant's performance. The Tribunal finds that by the time the applicant went of sick, there was a total breakdown in the relationship between the applicant and the head. The Tribunal has considered whether the five months between the applicant's going off sick and her resignation amounted to an affirmation of the breach and finds that it did not. The applicant's illness prevented her making a rational decision and when she was able to, the applicant decided to accept the respondents' repudiation of the contract. The Tribunal therefore finds that the applicant was dismissed.
22 The Tribunal further finds that that dismissal was unfair. While it appreciates the parlous position of the school's finances, the Tribunal does not accept that the behaviour of the respondents was fair. The Tribunal infers that the addition of onerous duties, in addition to those of the applicant's already heavy workload as an SEN teacher and co-ordinator, was done to persuade the applicant to relinquish one of her four points. There is a legal way of reducing an employee's salary; the respondents did not choose to take that legal way and the Tribunal finds that the dismissal was unfair."
The grounds of appeal and our conclusions
"(i) In paragraph 21 the Tribunal found only one repudiatory or fundamental breach of contract, relating to the removal of one of the Applicant's salary points, which breach took place in September 1999. They found no further repudiatory breaches and the total breakdown in the relationship between the Applicant and Dr. Doherty which they found to have occurred does not constitute a repudiatory breach of contract entitling the Applicant to resign and complain of constructive dismissal.
(ii) There then followed a reasonable trial period, with the Applicant undertaking the additional responsibilities assigned to her which the Tribunal refer to in detail (in what Mr. Bradley accepted were full and careful findings of fact.) This lasted until 5th November when the Applicant went off on sick leave. Mr. Bradley does not submit that, during that two-month trial period, as he describes it, the Applicant is to be taken as having affirmed the contract by failing to resign. However, by delaying between 5th November 1999 and 30th March 2000 he submits that she is to be regarded as having waived the repudiatory breach and as having affirmed the contract and the Tribunal erred in concluding to the contrary. The test established in Western Excavating –v- Sharp and applied in numerous subsequent authorities requires a wholly objective approach to the test for affirmation. Here, by continuing to receive her sick pay and failing expressly to reserve her position for a period of almost five months, the Applicant is to be regarded as having affirmed the contract. The Tribunal erred in approaching the matter subjectively and considering the Applicant's individual circumstances in concluding that she had not affirmed the contract."
"If the employer is guilty of conduct which is a significant breach going to the root of the contract of employment, or which shows that the employer no longer intends to be bound by one or more of the essential terms of the contract, then the employee is entitled to treat himself as discharged from any further performance. If he does so, then he terminates the contract by reason of the employer's conduct. He is constructively dismissed. The employee is entitled in those circumstances to leave at the instant without giving any notice at all or, alternatively, he may give notice and say he is leaving at the end of the notice. But the conduct must in either case be sufficiently serious to entitle him to leave at once. Moreover, he must make up his mind soon after the conduct of which he complains: for, if he continues for any length of time without leaving, he will lose his right to treat himself as discharged. He will be regarded as having elected to affirm the contract."
"If the employer is in breach of an express term of a contract of employment, of such seriousness that the employee would be justified in leaving and claiming constructive dismissal, but the employee does not leave and accepts the altered terms of employment, and if subsequently a series of actions by the employer might constitute together a breach of the implied obligation of trust and confidence the employee is entitled to treat the original action by the employer which was a breach of the express terms of the contract as a part – the start – of the series of actions which, taken together with the employer's other actions, might cumulatively amount to a breach of the implied terms."
"16 But [the receipt of sick pay] does not, of itself, seem to us to be necessarily fatal to Mr. Bashir's claim. It seems to us that when the Master of the Rolls is talking about the employee continuing for any length of time without leaving he is referring to a situation where the employee actually does the job for a period of time without leaving, or if he does some other act which can be said to affirm the contract as varied. The most that can be said here is that Mr. Bashir, by applying for and taking the sick benefit, was affirming the existence of a contract of employment. He said it was employment as a supervisor and he would accept no employment at a lesser wage. But because the amount of sick pay is the same for a supervisor as for a labourer or other worker in the kind of job which Mr. Bashir might have done, it does not seem to us that it can be said that by the receipt of sick pay he has done an act to affirm the contract as varied.
17 Accordingly here it seems to us that the Industrial Tribunal, although quite rightly seeking to apply the decision of the Court of Appeal in Western Excavating –v- Sharp [1978] IRLR 27, have attached too much to the mere passage of time. What they really had to consider was whether, he not having worked, there were other factors which could be taken as showing an election to affirm the contract as varied. On the very special facts of this case, where the employee was absent sick for some two-and-a-half months after the act of the employer which is relied upon as a repudiation, and where the employer was also pressing the man to take the new job, realising that he was refusing it, but going on to pay him sick pay, it seems to us that Mr. Bashir was still entitled, at the end of the period, to say when he was ready, or apparently ready, to go back to work that he accepted the repudiation.
18 Accordingly it seems to us that he was not here barred by any conduct of the kind which the Master of the Rolls had in mind in Western Excavating –v- Sharp [1978] IRLR 27. Accordingly we consider that here the Industrial Tribunal came to the wrong conclusion and we could allow the appeal."