Cases4107433/2023

Claimant v South Lanarkshire Council

31 May 2024Before Employment Judge M WhitcombeScotlandin person

Outcome

Claimant succeeds£61,075

Individual claims

Unfair Dismissalsucceeded

The respondent dismissed the claimant on capability grounds after she became ill due to being ordered to move to Kear Secondary School despite medical evidence showing that the move exacerbated her disability. The decision to dismiss fell outside the range of reasonable responses because no reasonable employer would have insisted on the move given its effect on the claimant's health, especially when the needs at Kear could have been met in other ways and the claimant's former post was filled by a temporary supply teacher. Furthermore, no reasonable employer would have dismissed without conducting a proper search for alternative employment.

Failure to Make Reasonable Adjustments(disability)succeeded

The tribunal found that the respondent failed to make two reasonable adjustments: (1) allowing the claimant to continue or resume working at Clydesdale Support Base, and (2) offering alternative positions across the respondent's 18 secondary schools. Both adjustments would have alleviated the substantial disadvantage (increased stress, aggravated menopausal symptoms, absence, and dismissal). The tribunal found that the needs at Kear School could reasonably have been met in numerous other ways, given the respondent's large pool of English teachers and the temporary nature of the backfill at Clydesdale. A reasonable search for alternative employment during the peak recruitment period from Easter to August would likely have produced suitable alternatives for a highly regarded teacher with 31 years' service.

Discrimination Arising from Disability (s.15)(disability)succeeded

The respondent conceded that dismissal was unfavourable treatment caused by the claimant's absence, which arose from her disability. The sole issue was justification. The tribunal found dismissal was not a proportionate means of achieving the respondent's legitimate aims (ensuring attendance, delivering education, managing resources, applying policy fairly) because less detrimental measures would have achieved those aims equally effectively. Specifically, the respondent could have returned the claimant to Clydesdale Base and covered the Kear School need in other ways, or conducted a reasonable search for alternative employment before resorting to dismissal. The impact of dismissal on the claimant far outweighed the respondent's reasonable needs.

Facts

The claimant was an experienced English teacher with 31 years' service, working at Clydesdale Support Base since 2015. In June 2022 she was instructed to move to Kear Secondary School, a much more challenging environment with high levels of violence and staff turnover. The prospect caused the claimant severe anxiety and exacerbated her menopausal symptoms. She became unfit for work from August 2022. Occupational Health advised that the move would negatively impact her psychological health and recommended she remain at Clydesdale Base. The respondent insisted on the move despite this advice and backfilled her Clydesdale post with a supply teacher. The claimant's sickness absence continued. After a lengthy capability process during which no reasonable search for alternative employment was conducted, the claimant was dismissed in September 2023.

Decision

The tribunal found that the dismissal was both unfair and discriminatory. No reasonable employer would have insisted on the move to Kear School given its effect on the claimant's health and the availability of alternative ways to cover that need. The respondent also failed to make reasonable adjustments by not allowing the claimant to return to Clydesdale Base or conducting a proper search for alternative employment across its 18 secondary schools and large pool of teachers. The dismissal for disability-related absence was not a proportionate means of achieving legitimate aims because less detrimental alternatives were available. The tribunal awarded total compensation of £61,074.55 (subject to grossing up), including compensation for injury to feelings in the middle Vento band.

Practical note

Employers must take occupational health advice seriously when managing capability dismissals of disabled employees, and must actively search for reasonable adjustments including alternative roles before resorting to dismissal, especially where the disability-related absence is directly caused by a management decision that could reasonably have been avoided or mitigated.

Award breakdown

Basic award£18,647
Compensatory award£500
Injury to feelings£15,000
Pension loss£4,099
Loss of statutory rights£500
Interest£1,579

Vento band: middle

Legal authorities cited

Iceland Frozen Foods v Jones [1983] ICR 17Foley v Post Office [2000] ICR 1283O'Brien v Bolton St Catherine's Academy [2017] ICR 737Spencer v Paragon Wallpapers Ltd [1977] ICR 301S v Dundee City Council [2014] IRLR 131Archibald v Fife Council [2004] ICR 954Smith v Churchills Stairlifts plc [2006] ICR 524Leeds Teaching Hospitals NHS Trust v Fowler (UKEAT/0552/10)Hampson v DES [1989] ICR 179Sainsbury's Supermarkets Ltd v Hitt [2003] ICR 111Polkey v A E Dayton Services Ltd [1988] ICR 142Environment Agency v Rowan [2008] ICR 218

Statutes

ERA 1996 s.122(2)ERA 1996 s.123(6)EqA 2010 s.6EqA 2010 s.15EqA 2010 s.20EqA 2010 Sch 8ERA 1996 s.98(2)(a)ERA 1996 s.98(4)ERA 1996 s.119

Case details

Case number
4107433/2023
Decision date
31 May 2024
Hearing type
full merits
Hearing days
4
Classification
contested

Respondent

Name
South Lanarkshire Council
Sector
local government
Represented
Yes
Rep type
solicitor

Employment details

Role
English Teacher
Service
31 years

Claimant representation

Represented
Yes
Rep type
barrister