Lori Mackey v. Home Depot

CourtCourt of Appeals of Washington
DecidedMarch 3, 2020
Docket52293-4
StatusPublished

This text of Lori Mackey v. Home Depot (Lori Mackey v. Home Depot) is published on Counsel Stack Legal Research, covering Court of Appeals of Washington primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lori Mackey v. Home Depot, (Wash. Ct. App. 2020).

Opinion

Filed Washington State Court of Appeals Division Two

March 3, 2020

IN THE COURT OF APPEALS OF THE STATE OF WASHINGTON

DIVISION II LORI MACKEY, No. 52293-4-II

Appellant, PUBLISHED OPINION v.

HOME DEPOT USA, INC. dba THE HOME DEPOT STORE #4718, JAMIE KRALL, and JENNIFER ISLES,

Respondents.

MAXA, C.J. – Lori Mackey appeals the trial court’s dismissal on summary judgment of a

lawsuit she filed against her former employer, Home Depot, and two Home Depot managers,

Jamie Krall and Jennifer Isles (collectively, Home Depot). Home Depot terminated Mackey’s

employment after an investigation determined that she had been violating company policies

regarding discounts on customer orders. Mackey denied violating the discount policies, and she

claimed that the reason for the investigation and her termination was her complaint to the store

manager shortly before her termination that Krall had verbally attacked her because of her

disabilities. Mackey asserted claims for discriminatory discharge, retaliation for opposing an

unlawful practice, wrongful discharge in violation of public policy, and failure to reasonably

accommodate her physical disability. No. 52293-4-II

We hold that the trial court did not err in granting summary judgment on Mackey’s

discriminatory discharge, retaliation, and wrongful discharge in violation of public policy claims

because although she made a prima facie case for those claims, Home Depot presented evidence

of a legitimate nondiscriminatory reason for her termination and Mackey failed to establish a

genuine issue of fact that her complaint about Krall’s conduct also was a motivating factor for

her termination. In addition, we hold that the trial court did not err in granting summary

judgment on Mackey’s failure to reasonably accommodate claim because Mackey never notified

Home Depot that the accommodation it provided was ineffective or unreasonable.

Accordingly, we affirm the trial court’s summary judgment order dismissing Mackey’s

claims.

FACTS

Mackey’s Employment with Home Depot

Mackey began working at Home Depot’s Vancouver, Washington store in 2006. She

later worked as a sales associate in the appliances department.

During her employment, Mackey suffered from depression, post-traumatic stress disorder

(PTSD), and degenerative disc disease. She asked for accommodations related to all these

conditions. Regarding the degenerative disc disease, Mackey told her supervisors that she could

not lift anything over 15 pounds and could not lift anything over her head. Home Depot allowed

Mackey to have other employees do lifting tasks that were otherwise part of her duties. Mackey

never complained to Home Depot about having to find someone to lift for her.

Mackey received positive ratings on her September 2011 to September 2014 performance

evaluations. None of these evaluations mentioned concerns about improper discounting on

Mackey’s sales.

2 No. 52293-4-II

Home Depot had a number of policies governing the sales staff’s ability to give discounts

on merchandise to customers. Such policies included prohibiting sales associates from (1) giving

double discounts, meaning two separate discounts to the same customer on the same sale; (2)

giving volume discounts unless a qualifying customer’s order met a $2,500 threshold and the

store’s volume bid system pre-approved the discount; and (3) giving additional markdowns on or

modifying orders already approved for volume discounts. Mackey received training on these

policies.

Incident with Krall

Mackey alleged that on September 26, 2014, Krall, an assistant manager, verbally berated

and attacked her. Krall asked Mackey to explain a situation, but instead of listening she talked

over Mackey. Krall told Mackey she was “deflective, and confrontational and that’s why

management did not like [her].” Clerk’s Papers (CP) at 91. Mackey began to cry. She told

Krall that she felt she was “being attacked,” that because of her depression and PTSD she could

not think when she was attacked, and that Krall made her “skittish.” CP at 91, 102. Krall told

Mackey “we all have problems.” CP at 102.

On the morning of September 27, Mackey reported the incident with Krall to Robert

Tilton, the store manager. There is no evidence that she said that Krall had confronted her

because of her disabilities.

Asset Protection Investigation

On October 2, Sonny Lupica, the store’s operations manager, observed Mackey return to

the managers’ office with cash wrapped in a piece of paper. Mackey explained to Lupica that the

cash was a refund and that the refund had to be given to the customer this way to ensure the

3 No. 52293-4-II

desired delivery date. Lupica later reviewed the transaction Mackey had referenced and

discovered that the order violated discount policies.

Lupica investigated further. His review of Mackey’s use of the volume bid system

showed that Mackey had submitted an extraordinarily high number of volume bids compared

with other appliances sales associates. Lupica then reviewed Mackey’s accepted bid orders and

found she had given $22,000 in additional discounts on these orders despite the fact they had

already gone through the bid process. Lupica also discovered that, after receiving volume

discounts, Mackey had removed items from some orders and sold the remaining items at the

volume discount rate, sometimes selling orders for less than the $2,500 threshold. In total,

Lupica found that 29 of Mackey’s orders between July 9 and October 3 had double discounts or

items removed after an approved volume discount.

Lupica’s investigation caused him to contact Home Depot’s asset protection manager,

Mikoli Weaver. Weaver prepared a report stating that Mackey had used the volume bid system

to allow for discounts on appliance orders that were not eligible for volume discounting. In

some cases, she also had applied additional discounts to appliances after running them through

the volume bid system, selling several items below cost. The investigation had revealed that 25

of Mackey’s orders over the previous 90 days had additional price markdowns beyond her level

of authorization. Weaver also recorded several integrity issues concerning Mackey, including

breaching the cash-handling policy, manipulating orders on computers that other associates were

logged into, and improperly using the volume bid system.

Weaver and Krall met with Mackey on October 8 to discuss the investigation results.

According to Weaver, Mackey acknowledged that she had on occasion used the volume bid

system and provided double discounts. She understood that the extra discounts were above her

4 No. 52293-4-II

authorization level and required approval from an assistant manager. According to Weaver,

Mackey admitted that on occasion she had removed items from orders after they had been

approved for a volume discount, selling the remaining items at the discounted rate even though

the order total no longer met the $2,500 threshold. Mackey denied applying any other discounts

beyond her authorization. She also denied using a computer while another associate was logged

on or mishandling cash. Weaver referred the matter to human resources for review.

Mackey’s Termination

Home Depot terminated Mackey’s employment on October 9 for violation of its “Acting

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Lori Mackey v. Home Depot, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lori-mackey-v-home-depot-washctapp-2020.