Jefferson v. Intelligrated Inc

CourtDistrict Court, S.D. Ohio
DecidedSeptember 16, 2021
Docket1:18-cv-00894
StatusUnknown

This text of Jefferson v. Intelligrated Inc (Jefferson v. Intelligrated Inc) is published on Counsel Stack Legal Research, covering District Court, S.D. Ohio primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Jefferson v. Intelligrated Inc, (S.D. Ohio 2021).

Opinion

UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF OHIO WESTERN DIVISION

Bobby Jefferson, ) ) Plaintiff, ) Case No.: 1:18-cv-00894 ) vs. ) Judge Michael R. Barrett ) Intelligrated Inc., ) dba Honeywell Intelligrated, ) ) Defendant. )

OPINION & ORDER

This matter is before the Court on Defendant's Motion for Summary Judgment. (Doc. 15). Plaintiff filed a Response in Opposition1 (Doc. 24), and Defendant filed a Reply (Doc. 26). I. BACKGROUND Plaintiff worked for Defendant from July 2014 to December 2017. (Doc. 18- 4 SEALED Bobby Jefferson Depo. PageID 808, 848). Plaintiff is African American. (Id. PageID 811). a. July 2014 – March 2015 Corey Calla was Plaintiff's direct supervisor throughout Plaintiff's entire employment with Defendant. (Doc. 18-1 SEALED Corey Calla Depo. PageID 312, 324- 26). Calla and Alex Herman, Calla's direct supervisor at the time, interviewed Plaintiff. (Id. PageID 310); (Doc. 18-4 Jefferson Depo. PageID 864). Calla made the final decision to

1 Plaintiff requests oral argument. (Doc. 24). The Court does not deem oral argument essential to the fair resolution of this matter and denies Plaintiff's request. See S.D. Ohio Civ. R. 7.1(b)(2). hire Plaintiff. (Doc. 18-1 Calla Depo. PageID 326). Calla is white and ten years younger than Plaintiff. (Id. PageID 287, 291); (Doc. 18-4 Jefferson Depo. PageID 812). Plaintiff worked in Defendant's Lifecycle Sales Group as a Lifestyle Sales Engineer. (Doc. 18-4 Jefferson Depo. PageID 886, 871). Defendant's Lifecycle Sales

Group sells aftermarket products and services—e.g., training plans, technical service agreements, modifications, upgrades, and parts—to Defendant's existing customers for maintenance of their existing automated material handling systems and equipment. (Doc. 18-1 Calla Depo. PageID 344-45); (Doc. 18-4 Jefferson Depo. PageID 876-77). Plaintiff's primary responsibilities included calling his assigned customers, visiting his assigned customers at their distribution centers, uncovering sales opportunities, and meeting his sale quotas. (Doc. 18-1 Calla Depo. PageID 300); (Doc. 18-4 Jefferson Depo. PageID 875, 910). The Lifecycle Sales Group has two types of direct sales engineers: those assigned to regional accounts and those assigned to national accounts. (Doc. 18- 1 Calla Depo. PageID 325-16); (Doc. 18-4 Jefferson Depo. PageID 879). Lifestyle Sales

Engineers, whether regional or national, are paid a base salary and can earn sales commissions based commission plans that Defendant enters with each employee. (Doc. 18-1 Calla Depo. PageID 370). In October 2014, and after Plaintiff's initial training period, he started as a national sales engineer with national accounts. (Doc. 18-4 Jefferson Depo. PageID 894, 903). This role required a significant amount of travel, and Plaintiff believed that 75% of his time was to be spent traveling to initially meet and subsequently visit his assigned customers to assess their on-going needs. (Id. PageID 914-16). Plaintiff submitted weekly travel expense reports that required Calla's approval. (Id.) b. April 2015 – December 2015 Plaintiff and Defendant signed a "Customer Service – Compensation Agreement" for 2015. (Doc. 18-1 Calla Depo. PageID 413-14); (Doc. 18-4 Jefferson Depo. Exh. 3 PageID 1015-30).

In April 2015, Calla placed Plaintiff on a Performance Improvement Plan ("PIP"). (Doc. 18-4 Jefferson Depo. PageID 915); (Id. Exh. 6 PageID 1040). The column titled "Areas Needing Improvement" lists expense management, account coordination and follow up, Salesforce2 updates, ownership, and travel approval. (Id.) As part of the 2015 PIP, Defendant gave Plaintiff a monthly travel budget of $3,000.00, as Defendant informed Plaintiff that his travel expenses considerably exceeded, often doubling or tripling, those of his peers, and required Plaintiff to inform Calla about any planned travel before booking the travel. (Doc. 18-1 Calla Depo. PageID 427-28); (Doc. 18-4 Jefferson Depo. PageID 914-16). The 2015 PIP lists specific action steps and target dates as "immediate" for Plaintiff to complete those actions steps by. (Doc. 18-4 Jefferson Depo.

Exh. 6 PageID 1040). In October 2015, Calla reassigned a large national account ("Account 1") from Plaintiff's account list and placed Account 1 on Matt McDermott's national accounts list. (Doc. 18-1 Calla Depo. PageID 366, 369, 396, 455); (Doc. 18-4 Jefferson Depo. PageID 926). McDermott is white and younger than Plaintiff. (Doc. 18-4 Jefferson Depo. PageID 927). Calla testified that Patrick McLaughlin requested Plaintiff's removal from the assigned account because the customer was not happy with Plaintiff's performance.

2 Salesforce is a computer program that allows salespeople and their managers to communicate about opportunities so that they can collaborate to move through each step toward a closed sale. (Doc. 15-3 Corey Calla Decl. PageID 204). (Doc. 18-1 Calla Depo. PageID 391). Plaintiff worked with Patrick McLaughlin on Account 1. (Doc. 18-3 SEALED Patrick McLaughlin Depo. PageID 751). More specifically, McLaughlin was an Account Sales Manager for Defendant, not a Lifestyle Sales Engineer, and sold new equipment or products, not aftermarket equipment or products.

(Id. PageID 760). McLaughlin and Plaintiff were counterparts of sorts in their respective new and aftermarket sales groups. (Id.) Calla completed a 2015 annual performance evaluation for Plaintiff. (Doc. 18-4 Jefferson Depo. PageID 937-38); (Id. Exh. 8 PageID 1054-58). Calla's overall rating for Plaintiff was "needs improvement." (Id. PageID 1054). In response to this rating, Plaintiff indicated that "[t]here are some aspects of the appraisal I agree with and many others I believe are misconceptions. I will continue to work to overcome the negative perceptions." (Id.) c. January 2016 – December 2016 Plaintiff and Defendant signed a "Compensation Agreement" for 2016. (Doc. 18-1

Calla Depo. PageID 439); (Doc. 18-4 Jefferson Depo. Exh. 4 PageID 1031-38). In January 2016, Calla gave Plaintiff a Memo regarding a second PIP and Defendant placed Plaintiff on a second PIP. (Doc. 18-1 Calla Depo. PageID 444-48); (Doc. 18-4 Jefferson Depo. Exh. 7 PageID 1043-44). In the Memo, Call stated, inter alia, that management continues to receive undesirable feedback from the sales organization and Defendant's support group and the common theme of the undesirable feedback revolves around Plaintiff's failure to plan accordingly, take ownership of sales opportunities, and take ownership of customer problems. (Id. Exh. 7 PageID 1043). Calla explained that he was removing Plaintiff from the remainder of his national accounts and placing Plaintiff in a regional role such that Plaintiff was now a regional sales engineer. (Doc. 18-4 Jefferson Depo. PageID 933-34); (Id. Exh. 7 PageID 1043). Calla stated that this change would allow Plaintiff the opportunity to focus on an account base with minimal disruption from travel and allow Plaintiff to increase his technical and operational

knowledge of Defendant's products while in a smaller territory. (Id. Exh. 7 PageID 1043). The column titled "Areas Needing Improvement" lists Salesforce updates, sales performance, and ownership and preparation. (Id. PageID 1044). The 2016 PIP lists specific action steps and target dates as either "immediate and continuous" or April 1, 2016 for Plaintiff to complete the actions steps by. (Id.) Notwithstanding Calla's transfer of Plaintiff from a national to regional role, Calla approved Plaintiff's request to maintain two of his assigned national accounts, as Plaintiff had projects going with those accounts that Plaintiff wanted to complete, with the condition that Calla support those accounts with Plaintiff. (Doc. 18-1 Calla Depo. PageID 396-94); (Doc. 18-4 Jefferson Depo. PageID 934-35).

Free access — add to your briefcase to read the full text and ask questions with AI

Related

McDonnell Douglas Corp. v. Green
411 U.S. 792 (Supreme Court, 1973)
Texas Department of Community Affairs v. Burdine
450 U.S. 248 (Supreme Court, 1981)
Anderson v. Liberty Lobby, Inc.
477 U.S. 242 (Supreme Court, 1986)
Walleon Bobo v. United Parcel Service, Inc.
665 F.3d 741 (Sixth Circuit, 2012)
Graham A. Peters v. The Lincoln Electric Company
285 F.3d 456 (Sixth Circuit, 2002)
Donald G. Wexler v. White's Fine Furniture, Inc.
317 F.3d 564 (Sixth Circuit, 2003)
Perlean Griffin v. Carleton Finkbeiner
689 F.3d 584 (Sixth Circuit, 2012)
Reeves v. Sanderson Plumbing Products, Inc.
530 U.S. 133 (Supreme Court, 2000)
White v. Baxter Healthcare Corp.
533 F.3d 381 (Sixth Circuit, 2008)
Lindsay v. Yates
578 F.3d 407 (Sixth Circuit, 2009)
Robert Deleon v. Kalamazoo County Road Comm'n
739 F.3d 914 (Sixth Circuit, 2014)
Barry v. Noble Metal Processing, Inc.
276 F. App'x 477 (Sixth Circuit, 2008)
Joseph Gaglioti v. Levin Group Inc.
508 F. App'x 476 (Sixth Circuit, 2012)
William Tennial v. United Parcel Serv.
840 F.3d 292 (Sixth Circuit, 2016)

Cite This Page — Counsel Stack

Bluebook (online)
Jefferson v. Intelligrated Inc, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jefferson-v-intelligrated-inc-ohsd-2021.