Claimant v Clifton Diocese
Outcome
Individual claims
Claim under section 47E ERA 1996 (unlawful detriment for making flexible working request) was withdrawn by the claimant on the morning of the third day of the hearing.
Claim under section 104C ERA 1996 (automatically unfair dismissal for making flexible working request) was withdrawn by the claimant on the morning of the third day of the hearing.
Claim that respondent unreasonably refused flexible working request under s.80G ERA 1996 failed because the claimant's request did not comply with statutory requirements (did not explain effect on respondent or how it might be overcome).
The tribunal found the dismissal was unfair because the disciplinary allegations were contrived by Mrs Murray and Mr Cook following the claimant's flexible working request; the process was rushed; the claimant's mental health was not taken into account; and dismissal was outside the range of reasonable responses. The respondent failed to follow a fair procedure.
The tribunal found no evidence of deliberate or wilful breach or gross negligence. The errors relied upon were performance issues not gross misconduct. The respondent did not prove on the balance of probabilities that the claimant committed gross misconduct meriting summary dismissal.
The tribunal found that adding disciplinary allegations after investigation commenced, rushing the disciplinary process, failing to take health issues into account, and mocking the claimant were acts of direct discrimination on grounds of religion/belief (non-Catholic). The respondent failed to provide non-discriminatory explanations. Other allegations of direct discrimination failed.
Mrs Lawrence's mocking comment about the claimant not having a panic attack constituted unwanted conduct related to religion/belief that violated the claimant's dignity and created a hostile environment. The remark was reasonable in creating such effect given the circumstances.
The claimant failed to prove on the balance of probabilities that the respondent operated the alleged PCPs (requirement to work 5 days from office and/or constantly monitor team). The PCPs were never actually applied and relied on inferences from a single conversation.
Facts
The claimant, a qualified chartered accountant and Head of Finance, adopted a child in 2020. On return from adoption leave she requested flexible working (3 days per week). Her line manager Mrs Murray was opposed to flexible working and on 29 July 2021 told the claimant performance issues had come to light. Mrs Murray and HR advisor Mr Cook then contrived gross misconduct charges based on alleged errors in the 2019 accounts and other matters. A rushed disciplinary process followed in which the claimant's mental health was not accommodated, and she was mocked by the investigator Mrs Lawrence. The claimant was dismissed for gross misconduct in October 2021.
Decision
The tribunal found the dismissal was both unfair and wrongful. The disciplinary allegations were contrived after the claimant's flexible working request; the process was rushed and unfair; and the alleged errors did not amount to gross misconduct. The tribunal also found direct discrimination and harassment on grounds of religion/belief (the claimant being non-Catholic), finding the respondent closed ranks against her after she challenged them. The claims of indirect sex discrimination and unreasonable refusal of flexible working failed.
Practical note
Employers must not contrive disciplinary allegations in retaliation for flexible working requests or grievances, must properly accommodate mental health issues in disciplinary processes, and tribunals will scrutinise whether alleged accounting errors constitute performance issues rather than gross misconduct warranting summary dismissal.
Legal authorities cited
Statutes
Case details
- Case number
- 1404856/2021
- Decision date
- 26 April 2025
- Hearing type
- full merits
- Hearing days
- 6
- Classification
- contested
Respondent
- Name
- Clifton Diocese
- Sector
- charity
- Represented
- Yes
- Rep type
- barrister
Employment details
- Role
- Head of Finance
- Salary band
- £60,000–£80,000
- Service
- 6 years
Claimant representation
- Represented
- Yes
- Rep type
- barrister