Lee v. DFS Group CA1/4

CourtCalifornia Court of Appeal
DecidedJune 27, 2016
DocketA141489
StatusUnpublished

This text of Lee v. DFS Group CA1/4 (Lee v. DFS Group CA1/4) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lee v. DFS Group CA1/4, (Cal. Ct. App. 2016).

Opinion

Filed 6/27/16 Lee v. DFS Group CA1/4 NOT TO BE PUBLISHED IN OFFICIAL REPORTS California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or ordered published, except as specified by rule 8.1115(b). This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA

FIRST APPELLATE DISTRICT

DIVISION FOUR

KAREN LEE, Plaintiff and Appellant, A141489 v. DFS GROUP, L.P., et al., (S.F. City & County Super. Ct. No. CGC12519582) Defendants and Respondents.

Plaintiff Karen Lee appeals a judgment entered after the trial court granted the motion of her former employer, DFS Group, L.P. (DFS), and her former manager, Vicki Giles, for summary judgment. She contends she raised triable issues of material fact as to whether her termination from employment was the result of discrimination based on her age or national origin, whether the termination occurred in retaliation for her filing a complaint with the Equal Employment Opportunity Commission (EEOC), and whether she was subjected to a hostile work environment. We shall affirm the judgment. I. BACKGROUND DFS is a Hong Kong-based retailer that operates duty free stores in the United States and other countries. Plaintiff, who is of Chinese descent and was born in Asia, began working in the San Francisco office of DFS in 1998 as a data processor.1 She became a merchandise assistant in 2006 and worked in that role in the men’s leather department until 2008, when she transferred to the Polo department. Her responsibilities

1 She had previously worked for DFS’s Hong Kong office from 1971 until 1982 as a senior control clerk, before leaving the company to care for her children.

1 included following up on correspondence requests and projects as directed by the merchandise manager, communicating with divisions and vendors, updating “assortment plan files,” generating reports, maintaining files and records, assisting managers and the vice president with meeting preparations, and interpreting emails and correcting errors. She also had responsibility to create “SKU’s,” or stock-keeping unit numbers, for the products sold in DFS’s stores, and to maintain an accurate database of SKU’s. SKU’s specifically identified each product in the stores’ inventory. The SKU system allowed the company to track, count, order, and replenish products from its suppliers. The job required being “detail oriented with a high level of accuracy and the ability to detect inconsistencies in data.” In 2010, the Polo team moved to Hong Kong and, along with much of the Polo team, plaintiff received a layoff notice. Plaintiff learned there was an opening on the beauty team, and she applied for it. She interviewed with defendant Vicki Giles, the merchandise manager of the European Cosmetics team. Giles offered her the position of merchandise assistant in July 2010, and she began working for the team in August 2010. Plaintiff was 57 years old at the time. Giles knew plaintiff was Asian, spoke English with an accent, and appeared to be over 40 years of age. The other people on the team were Alice Dare, Bridget Millard, and Hsiao-Wei Cheng. Millard and Cheng were Assistant Merchandise Managers, a level above plaintiff and Dare, the two Merchandise Assistants. Plaintiff testified that Dare was Indonesian, spoke with an accent, and appeared to be in her 40’s,2 Millard was white and appeared to be in her 20’s, and Cheng was Taiwanese and appeared to be in her 30’s. Giles was over 60 years old. Giles stated in a declaration in support of the motion for summary judgment that within a few months of plaintiff’s arrival on the cosmetics team, she concluded plaintiff’s job performance was deficient. In particular, Giles stated, plaintiff had difficulty completing simple tasks on her own, she failed to double-check her work, and plaintiff’s co-workers had complained that they often found mistakes in her work and had to correct

2 It is undisputed that Dare was over 40 years old.

2 them. In October 2010, Giles had a meeting with plaintiff to discuss her concerns. She told plaintiff that she should not rush through her work and that she should listen to those who were training her, because the work with beauty products was different from the work plaintiff had been accustomed to doing with fashion products. Giles stated in her declaration that over the course of the following two months, plaintiff “continued to exhibit an unwillingness to solve problems on her own, was a challenge to teach because she lacked attention to detail, and was unwilling to help others on the team.” She gave plaintiff an overall merit rating of “2,” or “Needs Improvement,” on her January 2011 performance review; the review included “2’s” for most of the individual categories, including quality of work, productivity and organization, job knowledge, flexibility, collaboration, and communications. The performance review indicated that plaintiff seemed to expect others to solve problems for her, she tended to revert to the ways she had used in the fashion group, she used “shortcuts” that did not work as well in beauty as in fashion, she did not show willingness to help others on the team, she complained about her workload and about receiving assignments, she needed to be more thorough when reading through emails, she needed to write instructions down so as not to ask the same questions repeatedly, and she needed to slow down rather than rushing through tasks. Lee met with Gena Rubia, a human resources manager, to discuss her concerns about the performance review. Rubia sent an email to Giles on February 4, 2011, telling her that plaintiff had told her this was the first time she had been told of problems with her performance. Rubia told Giles that “obviously” plaintiff had forgotten previous instances when Giles had discussed plaintiff’s errors. On February 7, 2011, plaintiff sent an email to Rubia pointing out that her previous evaluations had all been more positive and expressing her concern that she had not received any notice that Giles found her performance unsatisfactory until she received her annual evaluation. Giles issued a Performance Improvement Plan (PIP) to plaintiff on March 8, 2011. She pointed out a number of problems with plaintiff’s work. According to Giles, on several occasions plaintiff had shown the “inability” to follow the guidelines for creating

3 an accurate SKU; she had shown an “inability to adjust to changing priorities” and did not follow clear requests in emails without reconfirming the action she was asked to take; and she did not “retain” the knowledge necessary perform her job accurately. The PIP indicated plaintiff was expected to improve the quality of her work by creating accurate SKU descriptions and placing new products and SKU’s in the correct subclass; improve her flexibility by understanding email directions and being able to determine the action required from written instructions; and improve her “[j]ob knowledge specific to European Brands” by understanding “root style process when setting up skus for product with multiple colors” and updating “[a]ssortments” correctly when creating and discontinuing SKU’s. The PIP memorandum informed plaintiff that if she did not improve her performance immediately, “[f]urther action may be taken, up to and including termination,” and stated Giles would review plaintiff’s performance on April 7. Giles stated in her declaration that plaintiff continued to make major mistakes that others had to correct, such as errors in creating SKU’s that prevented orders from being placed correctly.

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Lee v. DFS Group CA1/4, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lee-v-dfs-group-ca14-calctapp-2016.