Batchelor v. MERCK & CO., INC.

651 F. Supp. 2d 818, 2008 U.S. Dist. LEXIS 99926, 105 Fair Empl. Prac. Cas. (BNA) 61, 2008 WL 5191426
CourtDistrict Court, N.D. Indiana
DecidedDecember 10, 2008
Docket3:05 CV 791
StatusPublished
Cited by1 cases

This text of 651 F. Supp. 2d 818 (Batchelor v. MERCK & CO., INC.) is published on Counsel Stack Legal Research, covering District Court, N.D. Indiana primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Batchelor v. MERCK & CO., INC., 651 F. Supp. 2d 818, 2008 U.S. Dist. LEXIS 99926, 105 Fair Empl. Prac. Cas. (BNA) 61, 2008 WL 5191426 (N.D. Ind. 2008).

Opinion

OPINION AND ORDER

JAMES T. MOODY, District Judge.

Before the court is a motion for summary judgment filed by defendant Merck & Co., Inc. (DE # 57.) Plaintiff Rochelle D. Batchelor has responded to the motion (DE # 76), defendant has replied (DE #78), and plaintiff has filed a sur-reply (DE # 82), after receiving permission to do so from the court (DE # 80; DE # 81). For the reasons explained below, the court grants the motion for summary judgment.

I. BACKGROUND

Plaintiff worked for defendant as a sales representative in the South Bend, Indiana area, from August 2002 until June 2005. This sales representative position required plaintiff to sell specific prescription drugs offered by defendant to doctors and pharmacies. (DE # 60 at 5-8.) Throughout her time working for defendant, plaintiff was an at-will employee. (DE # 64 at 2.) Plaintiffs formal title when first hired was “medical representative.” (Id.) In October 2003, she was promoted to the rank of “professional representative.” (DE # 65 at 28.) Sixteen months later, on February 15, 2005, plaintiff was given a “30-day warning letter.” (DE # 68 at 2-6.) Then, on March 25, 2005, plaintiff was placed on a 90 day “performance improvement plan”

(PIP). (DE # 69 at 13-16.) At the conclusion of the PIP, on June 24, 2005, defendant fired plaintiff. (DE # 61 at 17.)

Plaintiff claims that defendant violated the Pregnancy Discrimination Act (PDA) by discriminating against her and firing her due to her expressed intent to become pregnant. (DE # 1 at 6.) She also claims that defendant retaliated against her after she complained about her supervisor’s discrimination and filed an EEOC complaint. (Id.) Defendant counters that plaintiff was fired because of poor performance.

A. Training and Evaluation Structure

Defendant has an extensive program of training, evaluation and support for its sales employees. Shortly after her hiring, plaintiff participated in an eight-week sales training course. (DE # 60 at 9.) After beginning her duties as a salesperson, she received evaluations in the form of “field trip reports,” written by a supervisor who would accompany her on a day’s worth of sales calls; these field trips occurred about every month. (Id. at 13.) In addition to evaluating plaintiffs performance, these field trips were designed to help plaintiff improve her sales skills by giving her immediate feedback on her performance and the chance to ask questions and discuss issues with her supervisor. (Id.)

From August 2002 until 2004, plaintiffs supervisor was a man named James Len-gel. (DE # 60 at 13.) After Lengel accompanied plaintiff on a field trip, he would compose a field trip report on a particular form used by defendant, titled “INDY GROUP C FIELD TRIP PERFORMANCE SUMMARY.” (See DE # 64 at 13-14.) This form had numerous categories, known as “Key Sales Competencies,” where Lengel was asked to evaluate plaintiff. (See id.) These included groups of “competencies” under the headings of “Selling Skills,” “Product and Dis *823 ease Knowledge,” “Teamwork,” “Business Management,” and “Customer Knowledge.” (Id.) Plaintiff was rated on these competencies using an oddly unclear metric. A particular competency was either “Observed,” “Increase Focus,” or “N/A or Not Observed.” (Id.) Lengel was then given room to provide written comments on plaintiffs performance in the different competency areas. (Id.)

In addition, the form used by Lengel usually provided the statistical sales performance of the group or “cluster” within which plaintiff worked. (See DE # 64 at 13.) Plaintiffs cluster consisted of her and a number of other coworkers, ranging from one to three additional people. (DE # 58 at 13.) One sales metric was called “PPO”, which stood for “percentage to plan objective,” with a 100% rating meaning the cluster was meeting its objective, over 100% it was exceeding its objective, and less than 100% meaning it was not meeting its objective. (DE # 60 at 14.) Another metric was entitled “Cluster Region Rank,” and indicated the sales performance of the cluster in comparison to other clusters in the region. (See DE # 63 at 8-9; DE # 64 at 17.)

At some point in the Spring of 2004, a new supervisor, Paul Martin, replaced Lengel. (DE # 60 at 17.) Martin accompanied plaintiff on field trips with about the same frequency as Lengel, but he wrote up his evaluations of these trips on a different form, an apparently computerized form entitled “National Field Trip Report.” (Id.; see DE # 65 at 30.) These reports also had an extensive number of categories where plaintiff was evaluated, with the categories sorted under the headings of “Meet or Exceed Planned Sales Objective,” “Maximize Market Share Opportunities,” “Quality Customer Selling,” “Business Planning and Execution,” and “Product and Resource Expertise.” (See DE # 66 at 4-7.) This form rated employees via a 1 to 5 scale, with “N/A” also an option. (Id.) A “1” meant the subject was “significantly below objective,” a “2” “somewhat below objective,” a “3” “met objective,” a “4” “somewhat above objective,” and a “5” “significantly above objective.” (DE # 65 at 30.) This form also provided the evaluator room to make written comments. (See DE # 66 at 4-7.)

In addition, while plaintiff was supervised by both Lengel and Martin she received annual reviews. (See DE # 65 at 7-29; DE # 68 at 11-19; DE # 69 at 1-4.) These reviews provided the sales results and ranks of plaintiffs cluster, and subjectively evaluated plaintiff on a variety of criteria. (See DE # 65 at 8.) The subjective grades were on a scale where her evaluator marked an “X” on a scale ranging from “Delivered Significantly Below Objective” (far left) to “Delivered on Objective” (center) to “Delivered Significantly Above Objective” (far right). (See id.; DE # 68 at 15.) This scale allowed an evaluator to place an “X” somewhere between the various grades. (Id.) Thus, one could receive a mark halfway between Delivered on Objective and Delivered Significantly Above Objective, or a mark between Delivered Significantly Below Objective but a third of the way toward Delivered on Objective. These review forms also required evaluators to provide written commentary on their ratings, and to give a general summary of the employee’s performance. (See DE # 65 at 28; DE # 69 at 2-3.) In addition, the employee had the option to make comments on the review. (See DE # 65 at 18.)

B. Plaintiffs Initial Performance and Evaluations

From the beginning of her employment with defendant, plaintiffs performance and evaluations were mediocre. Plaintiff began selling defendant’s prescription drugs *824 in August 2002.

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651 F. Supp. 2d 818, 2008 U.S. Dist. LEXIS 99926, 105 Fair Empl. Prac. Cas. (BNA) 61, 2008 WL 5191426, Counsel Stack Legal Research, https://law.counselstack.com/opinion/batchelor-v-merck-co-inc-innd-2008.