Geo-Plotting Your Workforce

Geo-Plotting Your Workforce

March 8, 2018

The “First Nations in Canada” Spatial Geo-plot is attached above to demonstrate what a geo-plot looks like. It is a spatial plot of every First Nation Community in Canada.

We use the same process to map the labour-sourcing profile of construction projects.

The resulting map helps understand labour markets penetrated and identify labour pools that may yet be untapped.

The map can show a graphical representation of the areas where your legacy and current “craft following” reside.

We have used this in the past in targeted advertising campaigns or to identify areas where trips would be beneficial to meet with labour brokers in specific areas to inspire more interest in a project or company.  If the provision of rotational transportation is in your execution scope, the map can be used to assign, develop and forecast the cost of travel hubs and flight patterns.

We have used the map as a more internal document (for privacy reasons as the map must be zoomed into for more granularity of detail, which would show streets where your employees reside) to assess the viability of setting up daily bussing routes on projects not remote from major centers.  Also, displaying the map at the workplace can build collegiality and acceptance among a diverse workforce.   The map can also build morale to acknowledge the magnitude of those staff members’ efforts in managing your project’s craft logistics on your behalf. Printing the map and giving it to those staff to hang it in their office shows the magnitude of their efforts and accomplishments.

Depending on your needs, the map can be broken down by project, by employed date ranges, by trade or classification (such as by foreman and above, journeymen, and apprentices) and by other categories if you have the data.   In our experience, it has been at times helpful to analyze by stage of project lifecycles such as site prep and civil phases, mechanical and piping phases, and electrical, insulation and pre-commissioning phases.

Please contact us if you are interested in developing a labour-sourcing profile map of your current or legacy projects. We are also available to present this topic at an event or planning session if you believe that it might be of value to your organization.

The Tightrope of Marijuana Prescriptions in the Workplace

The Tightrope of Marijuana Prescriptions in the Workplace

Legal access to medical marijuana has been increasing in Canada in recent years. Court decisions and regulatory changes have set the course, which has not always been a direct route. 

The most current published data from Health Canada confirms the trend of greater access. In 2009 about 4,000 individuals had obtained authorization to possess in Canada (CMA Policy: Medical Marijuana; citing Statistics Canada Health Canada: Marijuana for Medical Purposes, June 5, 2009). In 2013, active authorizations to possess were at 38,500 in Canada (Health Canada (2013) Marihuana for Medical Purposes). 

Of note, the trends in prescription have not been distributed evenly across each province. To demonstrate, refer to the above comparative graph of the percentage of the population by province with authorization to possess medical marijuana.  When interpreting the chart above it is also useful to know that a permit to possess issued by Health Canada is tied to a declared place of residence and workers often maintain a residence in one province and work in another. So the place of residence and place of work are both relevant in examining this Health Canada data. For example, Alberta hosted anywhere from 60,000-120,000 workers each year from 2004 to 2010, according to Statistics Canada and so some number of permits to possess issued in other parts of Canada could make their way to Alberta workplaces.  

Prescription marijuana cases push Labour Relations practitioners immediately into that balancing act between obligations arising from Human Rights and Privacy Rights legislation, versus competing obligations pursuant to Occupational Health and Safety legislation.  If you have not encountered the situation it is becoming more likely that you will. One of our Practitioners recently recruited 2000 skilled tradespeople in British Columbia. If the distribution was normally distributed we would expect 80 medical marijuana files (extrapolating from the chart above). Clearly, that is not the case. Many of those treated via medical marijuana would be managing conditions that would prevent them from fulfilling the physical demands of safety-sensitive positions in the construction industry.  Anecdotally, however, one of our practitioners:  

  • is aware of two(2) cases in Alberta in 2009, encountered his first (1) file directly in 2010 while managing six sites across Canada, and;
  • more recently, encountered four (4) files in one year (2013-2014) in British Columbia on the same site.  

With social and legal trends toward increased medical use and full legalization continuing, the acceptance and prevalence of medical marijuana in the workplace is only likely to rise.  But it is difficult to gauge the pace of change as there is no known data on cases of prescription marijuana entering the workplace.  Of course, full legalization does not mean it is permitted to be used in the workplace, but full legalization is likely to contribute to increased acceptance of medical use and turning up in your recruitment process and workplace.   

Questions to ask when a prescription collides with the requirements of a safety-sensitive position 

So when a medical marijuana prescription finds its way to your workplace, what do you do?  One approach is to separate the three main labour relations concerns.  

  1. First is the legality of marijuana in a worker’s possession when the marijuana’s source or form does not match the prescription or when it’s in the possession of a worker without any prescription at all.  
  2. Second, all of the health and safety concerns that flow from marijuana being on a worksite including concerns that extend beyond the individual with the prescription. 
  3. And third, the potential workplace impairment of the individual worker. 

The initial questioning from a front-line Labour Relations Officer concerned with health and safety risks to staff and the legality of possession should cover the following:  

  • Does the worker have a permit to possess marijuana from Health Canada? Request a copy of the permit to possess issued to the individual if they are going to possibly be carrying on a worksite or company property. A prescription to consume marijuana is a different legal matter than the right to possess marijuana.
  • How is the worker obtaining the marijuana? 
  • Does the worker have marijuana with them now or at the site?
  • Where is the worker keeping the marijuana while they are working, when they are commuting to work, or while residing on project-supplied accommodation?
  • Did the worker get searched or questioned by site security or airport security (in cases of a fly-in-fly-out work arrangement)?
  • If the marijuana was not transported from home then how was the marijuana obtained? From a co-worker or on the work site?  

These questions focus on the source of supply for the worker, and this line of inquiry can lead you to related issues that need to be addressed in order to maintain workplace safety.  If the source is on site, an investigation into who, when and where will be necessary.  For contractors doing business on a project site, this may involve coordination with security, site owners and other contractors on site.  

  • Does the form of the drug (dried plant, liquid, pill, etc) possessed by the worker match what is stated in the prescription?
  • Does the form of the drug (dried plant, liquid, pill, etc.) possessed by the worker match what is stated in the prescription? 

These steps should ensure the medication and items related to consumption match the prescription held by the worker.   Moving on to concerns of potential impairment of the worker, a Labour Relations Officer should explore the following: 

What restrictions have been provided by the doctor? Obtain the prescribing doctor’s direction on dosage, timing, a form of the drug, work restrictions and safety precautions. Like any prescribed medication, a doctor should have provided instructions on how to take the prescription and the limitations on the user when they are under the influence of the medication. It is not uncommon that employers need to seek more detailed information from the prescribing doctor. It is key to provide a full and detailed description of the job and site on which it is performed so that the doctor can provide informed direction.  

Once initial information gathering from the employee is complete, it would be wise to seek your own medical expert and have them enquire on the following points with the prescribing doctor:  

  • How was the dosage in the prescription determined? How long has the worker been a patient of the prescribing doctor?
  • Is the worker under any other doctor’s care for the condition for which the marijuana was prescribed?
  • How many other doctors have the worker visited in the past year?
  • Why were the form of the drug and the timing of the dosage prescribed as it was?
  • Is there any flexibility as to the form of the drug or the timing of consumption?
  • Is the form of the drug and method of consumption specified in the prescription?
  • Are other forms of the drug or methods of consumption acceptable according to the prescription?  

Using a medical expert to explore these questions may reduce risk related to when and how the drug is consumed or the form of the drug that may be brought onto the worksite. A discussion between medical doctors/experts may help to firm up the legitimacy of the process behind the prescription and thereby reduce risks if the prescription is followed by the worker.  Assuming you receive satisfactory clarification on the worker’s ability to legally possess and use marijuana, practical application of the worker’s rights and company policies in the workplace is the next step and should consider the following questions:  

  • How have we handled similar cases with prescriptions that impact the worker’s ability to work safely? Review the information you obtained from the prescribing doctor in past cases where workers presented a prescription for a medication with impairment effects. What you experienced may help you craft your initial requests to get what you need in a single document from the prescribing doctor. Lessons learned from the implementation of restrictions in the past can also be instructive. For example, if confusion on restrictions on the part of the worker was an issue in past accommodations cases then the details of that experience may help you to draft an agreement that confirms understanding and agreement by the worker on compliance with restrictions as a condition of being at work.  Lessons learned like this may not yield any quick fixes, but may help you avoid pitfalls or false assumptions. 
  • For the specific job of the worker, does the job description and job hazards analysis adequately describe the safety-sensitive aspects of the job? As with any case where medication presents a potential for impairment, understanding what portion of the job is safety-sensitive is key. If a set of duties that are safety sensitive can be eliminated and leave a meaningful set of tasks then the path for accommodation is defined. Consider providing more details or explaining the work context in a cover letter if the job description or job hazard analysis is brief or generic.
  • Do you (and your organization) understand the medical restrictions and have the ability to ensure compliance? For most alcohol and drug policies, the guidance for managing a prescribed medication would also fit with managing a prescription for medical marijuana. An employer can request further clarification on restrictions and should ensure the job and work site are fully explained and the safety-sensitive aspects of the job are presented. A team approach to designing and implementing the accommodations based on the restrictions is recommended to include the Supervisor, Labour Relations or Human Resources, health professionals, the worker and the union.

Once implemented, a supervisor with current training, access to reference materials and support from experts can be expected to manage the case day to day and serve as the eyes and ears of the organization to monitor ongoing compliance.   

Scenario Imagine you are a site Labour Relations Officer, who is informed by site security that marijuana was found in the room of Lee, a worker on the site.  When questioned by security, Lee provided a copy of a permit to possess and a prescription for marijuana. Site Security has offered to provide further support to you if needed, but has turned the file over to you.  After reviewing Lee’s records, you contact a supervisor and confirm there is no record with the supervisory team of Lee having a prescription. You meet with Lee in person, where he gives you the prescription and accompanying documentation and tells you the following:  I just got back to site and worked my first shift today and didn’t have a chance to talk with a supervisor about this new prescription. My last prescription didn’t have any side effects so I didn’t tell anyone. I guess that made me unsure about telling anyone this time. The prescription says I can smoke one small joint every day at bedtime, but I haven’t even done that yet this rotation.  You also read in the prescription that the marijuana in dried plant form is to be obtained as per the permit to possess guidelines set by Health Canada. The restrictions and warnings document attached to the prescription also says the patient should be aware of an impairment risk and should not operate machinery or vehicles and should avoid heights as the daily dosage represents an ongoing risk of impairment.  

So with this information in hand, what needs to be explored further?  

The first concern is the failure to disclose the prescription. If your employer in this case has adopted the Canadian Model v5.0 2014 as a workplace policy, then the employee has violated the Alcohol and Drug Work Rule by failing to notify a supervisor that they are taking a prescription drug that has potentially unsafe side effects. The employee also violates the Rule by working unsafely as they did not disclose the restrictions and could therefore not be following restrictions.  

The second concern would be determining what if any other violations have occurred in terms of using the drug. He stated that he did not smoke today, but has he smoked on any other day recently?  Also, is he using the marijuana exactly as prescribed and did he obtain it according to the prescription and permit to possess requirements?  If the marijuana was obtained in town nearby though an illicit source, that would violate the Health Canada to obtain the drug from a licensed source. Taking a medication that is not identical to what is prescribed means the prescription is not being followed.  

A third concern would be the level of detail in the prescription. If the restrictions were presented up front by the worker, could they be implemented safely?  Consulting with a medical expert can identify gaps and help to avoid pitfalls in the application, especially for a first-time contact with a marijuana prescription for a worker in a safety-sensitive position.  

A fourth concern is Lee’s doubt about the need to report the prescription. A review of training materials and signed documents on understanding the rules for prescription drugs is important. You need to verify if the employee was informed of the requirements and aware of the overarching general safety tenet to ask questions and confirm rules before beginning any work. You may also want to have conversations to confirm if there were any practices at the worksite that ran counter to the training and the policy. This is because confusion created by workplace practices that do not comply with policies can impact the culpability of the worker.   In the scenario, with several policy violations uncovered the investigation needs to be taken to completion. Assuming the violations are founded, the employer could consider disciplinary action, or potentially even termination if the worker’s actions were particularly egregious. In addition, the site owner may also issue a notice of a site ban to the worker to protect their interests in ensuring safety on site.

   Avoiding pitfalls in managing workers with a prescription Regardless of how or when the issue finds its way into your workplace, here are a few ways to avoid pitfalls when managing a worker with a marijuana prescription.  Keep policies, training and reference materials updated.  Update your policies, training and reference materials used by frontline staff and managers to ensure they are as current as possible.  Outdated terms, the assumption that marijuana is illicit/illegal in all cases, and the wording around drug paraphernalia are just a few of the areas that may need updates. 

It may be frustrating to think that you may be one court decision away from needing to update (again). But, your footing is solid if your organization is as current as possible on policies and practices and the only adjustment is in response to the most recent legal change.  

Know the site access implications when a new hire presents a prescription.  If the case you are handling involves a separation of the roles of the site owner, contractor and employer, then site access rather than the employment relationship becomes the first pinch point for prescription marijuana.  Perhaps your policies take prescribed marijuana into account, but the site owner’s policies determine site access. In many Canadian jurisdictions, a site owner has much more legal freedom in its decisions on-site access than does an employer managing an employee with a legally prescribed medication. Once site access is denied a condition of employment cannot be met by the employee and the employment relationship typically ends (unless there are other positions available within the company for which the individual is qualified, especially with a tenured employee). Talking through changes and grey areas with your site owner and partners is essential.  

Know the initial steps and questions when presented with a prescription for marijuana.  The consistency of case management will improve if you standardize what an employee is told and what is requested in the event a prescription for marijuana is presented. A well-designed document and a matching outline for supervisors on providing info on the work environment and job duties is an important component as well. That way you can spend your time on the most challenging parts of the case, rather than trying to create a checklist, or needing to update job descriptions and a job hazards analysis on the fly.  

Be aware that a worker may be experienced in presenting a prescription for medical marijuana.  Another observation, in over 50% of the files handled directly by our Practitioner, the subject employee had previously been intervened by another contractor for this issue. In every case of prior intervention, it was mishandled. For each of the mishandled files, human rights settlements compensating for back wages and damages ranged from the high five figures to just under the $200,000 range. This essentially made the individuals sophisticated with high expectations, watching very closely how the company was going to respond to their situation. Being prepared in general terms as outlined in the points above and then seeking expert advice during the process you are best equipped to deal with the experienced worker.  

Tread carefully.  Leave the medical issues to the doctor, but ensure that the doctor is informed.  As you start to consider the practical implementation of the restrictions, answering many of the questions that arise remains the doctor’s responsibility, hence the need for an ongoing interface. When, where and how the marijuana is consumed should be outlined by the doctor first. Once these parameters are set, accommodations can be fined tuned in order to manage perceptions and the impact on a safety culture if a worker will be consuming marijuana on duty or on-site.  

As there are no established protocols for dosage (Health Canada stated in March 2014:http://www.hc-sc.gc.ca/dhp-mps/alt_formats/pdf/marihuana/med/daily-quotidienne-eng.pdf) the restrictions placed on usage become all the more sensitive. There should be plenty of caution with dosages when the drug is first prescribed. Health Canada cautions that there will inevitably be less scientific rigour behind the dosage permitted than behind medicine dosages determined through medical study and subject to regulatory review.   

Define best practices for working in a legal grey area.  Part of the communication across the organization must be that prescription marijuana is an evolving legal issue. Your staff and organization do not have a fully fixed picture because there are legal precedents and changes yet to come that may change your policies and practices. Many people struggle with the grey area this creates for enforcing policy compliance and ensuring safety in the workplace. In particular, leaders in safety-sensitive operations often have a strong and understandable bias toward safety factors. And when there is doubt some err on the side of safety, medical accommodations and privacy rights take a back seat. Prior experience has taught many supervisors that messages are best received when they are black and white and the subtleties of this type of file can be easily lost or dismissed in the workplace. However, the need to balance these obligations should be emphasized. This is part of the tough reality of managing issues that force decisions to be made in the grey area where accommodations and safety meeting. Emphasizing critical thinking in front-line decision-making is key.  Second opinions, current training and resources and pausing (even if only for hours or minutes in some cases) can have a big impact on the outcome of workplace management of prescription marijuana issues.

Conclusion Regardless of how or when the issue finds its way into your workplace, here are a few ways to avoid pitfalls when managing a worker with a marijuana prescription.  Keep policies, training and reference materials updated.  Update your policies, training and reference materials used by frontline staff and managers to ensure they are as current as possible.  

 

Canada Job Bank Requirements Make Domestic Recruitment Complex

Canada Job Bank Requirements Make Domestic Recruitment Complex

Recruiters will agree that for filling positions with qualified candidates, the Canada Job Bank is likely not in the top ten of mediums available in the market to achieve that end effectively.

For position sourcing that may require non-domestic sourcing tactics, there is a requirement to advertise on the Canada Job Bank regardless of the province in which the opportunity resides.

It is not sufficient to use effective and focused provincial job boards previously linked to the Canada Job Bank like B.C.’s WorkBC board, www.workbc.ca.

There is an absolute need to remain on regional job boards

The use of boards like Work BC is essential for satisfying regional socio-economic commitments and is necessary to support the local community and local Indigenous participation in the project.

As a domestic recruiting tool for maximizing domestic recruitment penetration (which we presume is the objective of the prerequisite steps for LMIA consideration), the Canada Job Board is one of the worst mediums available for:

  • applicant relevance,
  • penetration,
  • engagement,
  • effectiveness,
  • applicant interface,
  • recruiter interface, and
  • integration with robust corporate recruitment software.

Any significant reliance on the Canada Job Bank will fail to optimize most projects’ regional priority sourcing profile. The typical regional hiring priority in the proximity of the project is as follows: hiring indigenous and those qualified in the local community first, those qualified residing in the region next, qualified residents of the project’s home province, and the rest of Canada. This priority is not just lip service and is often a condition of the project’s regulatory approval.

Domestic recruiting activities and resources are distracted & diluted significantly by the requirements to run parallel but ineffective recruitment efforts via the rigid & cumbersome Canada Job Bank processes.

Recruitment for positions with a potential need to supplement domestic supply can become a tick-box, rationalization exercise to arbitrarily satisfy LMIA requirements. The more onerous and arbitrary the LMIA process is, the more likely it may take away from the focus of actualizing domestic supply due to administrative fatigue associated with the reporting process. We believe that those advising the government forget that those responsible for meeting the requirements operate in a live and dynamic system.

Avoiding/minimizing administrative fatigue in the process results in fierce & aggressive leveraging of every effective domestic recruitment tool available and then accessing work permits through an LMIA only as the last-ditch effort…which would be more consistent with the spirit and intent of the regulations.

Regardless of mismatch in Canada Job Bank requirements, we must not dilute efforts to satisfy domestic and local socio-economic commitments

We know that if local or regional talent wishes to participate in a project, they are more likely to seek the opportunity on a project or company-specific job boards, word of mouth, employee referrals, job fairs or regional job boards like www.workbc.ca and other boards available in the market. A person living in Dawson Creek wishing to work at a gas plant 60 km away does not seek the opportunity via the Canada Job Bank.

To maintain maximum local and regional access and participation, it will be required to run parallel systems. There is also a need to standardize reports so that the parallel efforts can be rolled up into one tracking sheet to support your LMIA application if required.

This can be complex, especially as those organizations most effective in recruitment engage in a decentralized approach to recruiting (through persistent word-of-mouth recruitment, referrals, local project staff attending community events etc.). Rolling up the statistics of the forgoing into a centralized repository to eventually support an LMIA application if required is easier said than done. Curtailing or centralizing the activity is not the answer as the above activity is precisely what is needed to maximize domestic recruitment. Furthermore, the home office would never keep up with this typical project team-driven process’s pace and dynamics.

Nevertheless, if coordinated reporting is not implemented into your day-to-day recruiting processes, there will be a need to recreate the sourcing history after the fact. Sometimes this cannot be recreated after the fact as the metrics required to support an LMIA application are distinct from those often tracked through strictly domestic recruitment efforts. The adage, “you cannot make bad data good,” applies.

If the sourcing experience cannot be regenerated, then the actual recruitment exercise must re-occur with the appropriate metrics tracked for the regulated timeframe.

Employers could be forced to do the same thing and expect different results, usually under extreme pressure. By the time domestic recruitment efforts have failed, the recruitment deficit is often affecting operations.

Failing to integrate the domestic and LMIA-required-metrics-capture into your regular recruitment processes creates delay, causes errors, and increases the potential to achieve an unfavourable response due to administrative and technical reasons, versus either a positive LMIA application result or an LMIA rejection due to available but unsourced domestic supply.

Decentralizing the tracking and ranking runs contrary to the tracking and report consolidation offered through corporate and off-the-shelf recruitment software

Also, within the Canada Job Bank is “Job Match,” an automated application in which the software ranks passive Canadians (ones who have a profile on the Canada Job Bank but are not applying for the position(s)). These passive participants are ranked for a “match” of the position you are trying to fill. Employers must then positively seek out and invite all “matched” passive job seekers to apply for the position.

No longer are candidates required to look for jobs and apply; to satisfy LMIA requirements, employers must now invite those not even demonstrating an interest or not even searching for opportunities. I have philosophical problems with this in terms of individual and employer respective responsibility, particularly in respect to employers and individuals who are at the time “strangers” to one another.

Many would not think it is too much to ask for applicants to apply for a job, to be considered for a job, but the regulations disagree.

In addition, ranking systems have their limitations.

Anyone who has used automated ranking software knows it can be useful but adult supervision is definitely required.

Recruiters with experience will agree that often automated ranking systems get it wrong, and there needs to be human review and oversight of the applications received. Automated ranking often nominates those absolutely unqualified or rules out dream candidates, especially for resumes associated with technical, industrial work. Algorithms and keyword matching through resume parsing etc. are useful (I am not “anti-tech”), but they are no match for recruiter screens.

Expect future conversations with HRDC agents reviewing your LMIA application who insist that a computer-generated ranking supersedes the ranking instead given by a recruitment expert. This will be particularly cumbersome in industries technical or nuanced in nature like industrial construction and maintenance or oil and gas sectors.

A general lack of respect for skilled trades and industrial technical expertise still exists

Many computer and information National Occupation Code classifications are exempt from the above for “unique or specialized” talent. Of note, it is not apparent that unique or specialized talent is recognized for industrial and technical skilled trade positions, and we view this as an ongoing, problematic bias.

This article was inspired by an informative article written by Brian Dingle of Borden Ladner Gervais LLP which can be found here.

We hope this points to some land mines that your team can work to avoid. We have scars left over from prior experience. We can assist those interested in reviewing corporate or project recruitment processes to overcome or minimize the above-noted challenges.

To Include or Not to Include: HR protected absences & attendance

To Include or Not to Include: HR protected absences & attendance

Note: This Article is based in part on Canada (Attorney General) v. Bodnar, 2017 FCA 171 and is inspired in part by an article submitted by Adrian Miedema of Dentons on September 15, 2017.

Most front-line supervisors and managers will agree that when attendance becomes a problem, attendance management can introduce a frustrating and uncomfortable part of the job.

The image above is provided in jest, is light-hearted and can represent a small aspect of how on the surface, employees and employers can feel about work attendance management. In reality, a more accurate reflection would be akin to the age-old tip of the iceberg analogy.

In the first instance, there is the necessary human need to be empathetic, supportive, and hands-off, particularly as absences represent a very core intersection between work and teammates’ private lives. Many managers are properly reluctant to rush into this space and generally do not do so unless there is a legitimate business need.

Paradoxically, more aggregate information can lead to less intrusiveness. Metrics are required to be hands-off and to focus and intervene where focus and intervention are required.

For the same reasons for managers and supervisors, attendance management is often one of the more uncomfortable spaces for employees and union representatives to occupy. When parties “dig in” to their advocacy roles, too much focus and debate can be directed towards differing perspectives on what can be done (or shared) versus what must be done. This disproportionate focus on the part of advocates is often to the detriment to the very employee(s) and the employer(s) they are representing.

A recent case confirms that data collection and inclusion of culpable, non-culpable, and even human rights protection-related absences; can be used as part of an overall attendance management plan so long as the collection is delinked from pre-determined consequences.

For example, multiple management response streams must be in place to address

  1. culpable absence (through a disciplinary process),
  2. non-culpable but non-HR protected issues (through attendance management), or
  3. human rights protected issues (which would necessarily need to be managed through an accommodation management response stream).

I would argue there are multiple combinations and/or hybrid approaches of the above that need to be carefully implemented in many cases. Those who have administered a number of these files know that individuals and their behaviour do not necessarily fit neatly into one of the (3) three categories above.

Be sure to:

  • document,
  • show your work, and
  • be thoughtful and explicit in your approach;

particularly if applying a combination or hybrid of the three above-noted streams.

The case Canada (Attorney General) versus Bodnar reviewed a grievance of an attendance management policy that counted non-culpable and human rights-protected absences for both attendance-rate averaging and “flagging” purposes to activate an appropriate management response stream.

Attendance Management Policy (in Brief):

The policy required supervisors to monitor attendance patterns that may arise under their purview, such as employees missing patterns of particular days (i.e. on Friday, Monday, or after payday) or exceeding the rolling 12-month average of shifts missed among their peer group.

The attendance management program was designed and intended to be non-disciplinary.

If it was determined the absences were culpable, that individual would be removed from the attendance management stream and managed under the normal disciplinary process.

If the absences were the result of situations related to a Human Rights protected category (i.e. disability and family status), those files were removed from the attendance management program. Human rights-protected absences were addressed through a managed accommodation process.

Lower Board Decision:

The Federal Public Sector Labour Relations and Employment Board (“the Board”) (it is worthwhile noting the Board is viewed as an expert tribunal) found that the employer policy was discriminatory.

This was because it included statistics and trigger thresholds for absences related to Human Rights status-protected grounds (predominantly physical and mental ability and family status); to flag individuals for potential inclusion into formalized attendance case management.

Issues Arising from Appeal:

  1. Standard of Review (the standard of correctness was applied in respect to the prima facie case of discrimination finding by the Board and the effect of amalgamating protected and non-protected leave entitlement/obligations, and a standard of reasonableness was applied to the balance of the decision),
  2. Whether the Board erred in finding a prima facie case of discrimination by including all absences in the calculations of the attendance management program,
  3. Whether the Board erred in amalgamating HR-protected leave entitlements with other leave entitlements, which has the effect of expanding human rights protection status to non-protected leave entitlements and attendance instances.

In a strong statement and within the context of the reasonableness test deference afforded to expert tribunals, the Court found the Board failed to establish proof of adverse impact by a claimant and “…unreasonably found that the respondents had made out a case of prima facie discrimination in the absence of any proof of adversity.”

“Indeed, it is difficult to imagine how an attendance management plan…could ever function if an employer were required to subtract all absences due to disability from the group average as the reasons for an absence are not always immediately apparent, and employees’ medical conditions may well evolve and worsen from a transitory illness to a disability. It is thus difficult to conceive how a bright line could be drawn in a timely way between absences due to disability and those due to other reasons for calculating an…average absence rate. “
“Likewise, nothing adverse flowed under the [policy] from including absences due to disability or for family-related leave in the total number of days an employee was absent for purposes of simply determining if the employee exceeded the relevant peer group threshold.”
“…there is nothing untoward in tasking supervisors with ensuring the legitimacy of employee absences.”

The Court found that not only is it not contrary to human rights to gather the statistics on all absences, but it is also, in fact, necessary to have a functioning attendance management plan. The Court further confirms the ability of supervisors and managers to verify employee absences’ legitimacy through the normal course of managing their team.

With this understanding, we can debate less on what can be done (in terms of testing absence legitimacy and gathering metrics) and focus instead on what needs to be done to manage attendance within the appropriate management response stream.

Where the rubber hits the road is with respect to having structured, multiple response streams tailored to address culpable, non-culpable and human rights-protected absences administered:

  • with prudence,
  • in a dignified manner,
  • on a case-by-case basis.

 

Metrics Required to Justify Random Alcohol & Drug Testing

Metrics Required to Justify Random Alcohol & Drug Testing

Backgrounder:

In 2012 Suncor implemented random drug and alcohol testing for workers in safety-sensitive positions. Unifor challenged the policy alleging it infringed on privacy rights. In Arbitration, the tribunal ruled in favour of Unifor and this was later properly overturned by the Alberta Court of Queen’s Bench.

Rulings:

All agreed in this instance, that safety procedures are critical to prevent workplace incidents that could result in human or environmental disasters.

Suncor has a robust alcohol and drug program in place including education, training, reasonable cause, post-incident and return to work testing, drug interdiction procedures, policy and work rules, and counselling and treatment for those that required support.

Unifor challenged the presupposition that there was a pervasive problem with alcohol and drugs in the workplace (and in particular, within their bargaining unit) that would justify the potential privacy infringement associated with random drug and alcohol testing.

[T]he dangerousness of a workplace – whether described as dangerous, inherently dangerous, or highly safety-sensitive – is, while clearly and highly relevant, only the beginning of the inquiry. It has never been found to be an automatic justification for the unilateral imposition of unfettered random testing with disciplinary consequences. What has been additionally required is evidence of enhanced safety risks, such as evidence of a general problem with substance abuse in the workplace.
Communications, Energy and Paperworkers Union of Canada, Local 30 v Irving Pulp & Paper Ltd, 2013 SCC 34, [2013] 2 SCR 458 [Irving] 

Suncor provided evidence of 2,276 onsite drug and alcohol incidents that did not delineate between type of employee, direct hire, contract employee, union or non-union. Unifor then argued in part that the evidence could not be relied upon, as said statistics could not be directly and solely associated with the Unifor bargaining unit members.

The Court found “[i]t was unreasonable for the tribunal majority to insist on “particularized” evidence specific to Suncor’s unionized employees.” Clarifying that:

Irving “calls for a more holistic inquiry into drug and alcohol problems within the workplace generally, instead of demanding evidence unique to the workers who will be directly affected…”

The Court further noted that the lack of a requirement for particularized evidence was supported by the integrated nature of direct-hire and contract employees working side-by-side. Caution should be used in co-mingling statistics in more segregated, discrete work scenarios. 

Recommendation:

Employers must capture metrics on an ongoing basis regarding the performance and experience of their alcohol and drug work rules. If certain segments of your workforce are not deployed in an integrated manner, employers should include in the capture, statistics delineating employee type where it makes sense to do so. Examples of experience factors to track include:

  1. Positive tests,
  2. Site Access,
  3. Post-Incident,
  4. Reasonable Cause,
  5. Possession,
  6. Possession of paraphernalia,
  7. Refusals,
  8. Return to work agreements,
  9. Possession of products use to adulterate tests.

In addition, employers should track either directly or through a third party, the type of substance identified by the tests.

I have been on sites where over 70% of post-incident test results have correlated with positive results or possession of drugs associated with the cannabinoid panel. With the advent of legalization, more attention will be put on this particular class of substance.

This article relied upon the decision, Suncor Energy Inc v Unifor Local 707A, 2017 ABCA 313, and was inspired by an October 11, 2017 article written by Graeme McFarlane of Roper Greyell LLP, Justifying Random Drug And Alcohol Testing In The Workplace.

Please contact us if you have an interest in developing or reviewing your metrics capture of your Alcohol and Drug program.

Thank you for your time and we hope this is useful to you and your organization.

Another Hurdle for Canada’s $40 Billion Shell LNG Canada

March 8, 2018

Inspired by an October 30, 2017 report in the Globe and Mail

LNG Canada has the potential to hire approximately 6000 skilled construction professionals for the proposed plant and approximately 2800 skilled construction professionals for the accompanying LNG pipeline. (estimates from the undersigned)

These are much-needed jobs as new capital investment has dwindled, the result of a less attractive investment and regulatory climate in Canada.

Stranded human capital assets marked by trades professionals and their families with significantly reduced opportunities to earn a living in their profession are the direct result of an unattractive investment and regulatory environment in Canada.

For the LNG Canada Project, due to:

    1. the complex logistics of the site and surrounding environment,
    1. the increased environmental & safety protection afforded by constructing modules in a controlled fabrication environment,
    1. a lack of capacity and shipping challenges associated with available Canadian modularization providers, and
    1. constraints that must be overcome in order to make the project economically viable relative to construction costs and LNG pricing,

I believe the Project must secure module capacity from outside of Canada. The potential for the Canadian government to impose a 45.8% tariff on the same puts the entire investment including all the associated opportunities for Canada, at risk.

As noted in a prior article, Shell’s method of developing this project has been to

“trudge: to walk slowly with a lot of effort, especially over a difficult surface or while carrying something heavy” [Cambridge dictionary].

I think “walking slowly with a lot of effort, especially over a difficult surface [] while carrying something heavy” quite accurately sums up Canada’s current capital investment and regulatory environment. We put enough hurdles up, and we see projects abandoned all the time.
We hope Shell keeps trudging and note that if Canada loses out on this opportunity to be firmly established in LNG, it will be entirely self-imposed.

I have contacted my MLA on this issue, there is a lot at stake and much to be gained by necessarily excluding the LNG Canada project from the application of the tariff.

For a description of the tariff and its implications for the project please refer to this report in the Globe and Mail Oct. 30 Globe & Mail Report.