Julie Long v. Teachers' Retirement

CourtCourt of Appeals for the Seventh Circuit
DecidedOctober 23, 2009
Docket08-3094
StatusPublished

This text of Julie Long v. Teachers' Retirement (Julie Long v. Teachers' Retirement) is published on Counsel Stack Legal Research, covering Court of Appeals for the Seventh Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Julie Long v. Teachers' Retirement, (7th Cir. 2009).

Opinion

In the

United States Court of Appeals For the Seventh Circuit

No. 08-3094

JULIE S TEPHENS L ONG, Plaintiff-Appellant, v.

T EACHERS’ R ETIREMENT S YSTEM OF THE S TATE OF ILLINOIS, Defendant-Appellee.

Appeal from the United States District Court for the Central District of Illinois. No. 06-3194—Richard Mills, Judge.

A RGUED JANUARY 20, 2009—D ECIDED O CTOBER 23, 2009

Before E ASTERBROOK, Chief Judge, SYKES, Circuit Judge, and K ENDALL, District Judge. Œ K ENDALL, District Judge. Julie Stephens Long’s employ- ment with the Teachers’ Retirement System of the State of Illinois (“TRS”) came to an end on February 3, 2006.

Œ Hon. Virginia M. Kendall, District Judge for the Northern District of Illinois, is sitting by designation. 2 No. 08-3094

While TRS maintains that it fired her for poor perform- ance, Long believes that she was fired in retaliation for taking leave under the Family and Medical Leave Act (“FMLA”). The district court granted summary judgment in favor of TRS, which Long now appeals. For the follow- ing reasons, we affirm.

I. Background TRS administers the pension plan that provides monthly retirement benefits to approximately 82,000 retired teachers throughout Illinois. Jon Bauman served as the Executive Director of TRS. He held ultimate responsibility for the organization’s day- to-day activities and he possessed final decision- making authority for all disciplinary actions including the suspension and termination of employees. Human Re- sources Director, Gina Larkin, reported directly to Bauman and oversaw all personnel activities at TRS. Before disciplining an employee, Larkin worked in con- junction with the appropriate department manager in order to determine a recommended course of action that she would present to Bauman. At TRS, the Member Services Division facilitates all retirement, disability and survivor benefit claims. Terry Viar, Director of Member Services, reported directly to Bauman and oversaw the payment of benefits to TRS members. The Benefits Department, a subsection of Member Services, processes all retirement benefits. Deputy Director of the Benefits Department Sally Sherman man- No. 08-3094 3

aged the Benefits Department and reported directly to Viar. To expedite the payment of benefits, TRS allows its members to receive their benefits through an electronic fund transfer (“EFT”), whereby TRS deposits benefit payments directly into a member’s bank account. Within the Benefits Department, the Payroll and Insurance Department (“Payroll”) processes direct deposit forms for members opting to receive their payments via EFT. Payroll Insurance Manager Marshall Branham oversaw the daily administration of benefits for TRS members, including the timely processing of EFT pay- ments. Branham reported to Sherman. Long began working at TRS in September, 1985. Starting in 2000, Long worked in Payroll in the position of Payroll Clerk IV. Her primary responsibilities included enrolling members in the EFT program, entering EFT information into a database, verifying bank routing and account numbers and responding to change of address requests from beneficiaries. Branham was Long’s direct supervisor. When she initially started in Payroll, Long received favorable performance reviews. Over time, though, errors in her work and increasing absences led to lower re- views. In June 2005, she missed 25% of her scheduled working days. In July 2005, her absences rose to 40% of her scheduled days. Additionally, although Branham asked Long in 2004 to train employees from other depart- ments on the EFT process, she had not done so as of June 2005. On July 26, 2005, Branham met with Long to inform her that because of her absenteeism, he planned 4 No. 08-3094

on withdrawing his recommendation that she receive a promotion. Long agreed with his assessment regarding her absenteeism. At the meeting, Branham also instructed her to train employees within the Data Services Depart- ment on the EFT process by September 2005. In September 2005, TRS traced several errors within the EFT system to Long. For example, she improperly recorded a bank account number which resulted in TRS sending a member’s benefit payment to the wrong loca- tion. She also improperly documented an address which resulted in a member’s estranged ex-wife re- ceiving sensitive financial information about the member. On September 14, 2005, the members called TRS to com- plaint about the difficulty they had receiving their benefit payments. Although Long had responsibility for responding to member communications regarding EFT transactions, she was absent from work that day, so other TRS employees fielded the calls. The next day, Branham met with Long to discuss her EFT errors and the impact that her absences had on other TRS employees. Branham also informed Long that she had not processed payroll deduction plan applications in a timely manner which resulted in TRS moving responsibility for processing the applications to another department. Once again, Branham urged Long to train other TRS employees on the EFT process. He summarized the meeting in a memorandum dated September 20, 2005. In the fall of 2005, Larkin held two meetings with Branham and Sherman to discuss Long’s performance. Through the meetings, Larkin learned that Long entered No. 08-3094 5

incorrect addresses in the EFT database, entered incor- rect routing numbers and did not complete her tasks in a timely manner. She also discovered that in addition to the member complaints that TRS received, Long’s fellow employees complained about her performance. Branham and Sherman informed Larkin of their belief that Long’s errors resulted in TRS failing to get its checks to its members. Based on Long’s many absences, on September 26, 2005, Sherman informed Long that she might be eligible for leave under the FMLA. Long then applied for inter- mittent FMLA leave for medial epicondylitis (tennis elbow). TRS approved her request for FMLA leave in October and instructed Long to notify her supervisors when she would be absent because of her medical condi- tion. Long informed TRS that her absences on Septem- ber 22 and 28, 2005 were related to the condition. In November 2005, Long modified her FMLA application to request intermittent leave to treat ovarian cysts. After TRS approved the revised application on December 2, 2005, Long informed her employer that the following absences related to FMLA leave: October 13, 14, 20, 21, 24 and 28; November 3, 7, 8, 9, 10, 14, 15 and 18; and January 5, 2006. She was also absent from work for nine days in December 2005 and five days in January 2006. The record indicates that those absences were not FMLA- related. In late December 2005 or early January 2006, Larkin met with Branham and Sherman again. At the meeting, Branham and Sherman informed Larkin that Long’s 6 No. 08-3094

performance had not improved, and as a result, TRS failed to get benefits payments to its members. Branham also told Larkin that he found a large backlog of EFT forms that Long had not entered into the system on several occasions. Branham expressed frustration with Long’s absenteeism and suggested that TRS should fire Long. After receiving Branham’s suggestion, Larkin reviewed Long’s performance evaluations, the member complaints related to her work and the comments from Branham and Sherman. Larkin then met with Bauman twice in January 2006 to discuss Long’s performance. At the January 31, 2006 meeting, Larkin recommended that Bauman terminate Long. After reviewing Long’s perfor- mance evaluations and discussing member complaints with Branham, Bauman decided to fire Long on February 3, 2006 based upon the member complaints and the misdirected checks. When he made the decision to fire her, Bauman did not have any knowledge of Long’s FMLA leave.

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

Related

Regina R. King v. Preferred Technical Group
166 F.3d 887 (Seventh Circuit, 1999)
Kathy Durkin v. City of Chicago
341 F.3d 606 (Seventh Circuit, 2003)
United States v. James R. Turcotte
405 F.3d 515 (Seventh Circuit, 2005)
Alex F. Beamon v. Marshall & Ilsley Trust Company
411 F.3d 854 (Seventh Circuit, 2005)
Melody J. Culver v. Gorman & Company
416 F.3d 540 (Seventh Circuit, 2005)
Janine Rudin v. Lincoln Land Community College
420 F.3d 712 (Seventh Circuit, 2005)
Marcella Fane v. Locke Reynolds, LLP
480 F.3d 534 (Seventh Circuit, 2007)
Metzger v. Illinois State Police
519 F.3d 677 (Seventh Circuit, 2008)
Staub v. Proctor Hospital
560 F.3d 647 (Seventh Circuit, 2009)
Caskey v. Colgate-Palmolive Co.
535 F.3d 585 (Seventh Circuit, 2008)
Nichols v. Southern Illinois University-Edwardsville
510 F.3d 772 (Seventh Circuit, 2007)
De La Rama v. Illinois Department of Human Services
541 F.3d 681 (Seventh Circuit, 2008)
Lewis v. School District 70
523 F.3d 730 (Seventh Circuit, 2008)

Cite This Page — Counsel Stack

Bluebook (online)
Julie Long v. Teachers' Retirement, Counsel Stack Legal Research, https://law.counselstack.com/opinion/julie-long-v-teachers-retirement-ca7-2009.