Plank v. Great American Financial Resources, Inc.

CourtDistrict Court, S.D. Ohio
DecidedJuly 22, 2021
Docket1:19-cv-00935
StatusUnknown

This text of Plank v. Great American Financial Resources, Inc. (Plank v. Great American Financial Resources, 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
Plank v. Great American Financial Resources, Inc., (S.D. Ohio 2021).

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE SOUTHERN DISTRICT OF OHIO WESTERN DIVISION

Jeffrey Plank, : : Case No. 1:19-cv-935 Plaintiff, : : Judge Susan J. Dlott v. : : Order Granting in Part and Denying in Great American Financial Resources, : Part Defendant’s Motion for Summary Inc., : Judgment and Denying Plaintiff’s Motion : for Partial Summary Judgment Defendant. :

This matter is before the Court on Defendant’s Motion for Summary Judgment (Doc. 26) and Plaintiff’s Motion for Partial Summary Judgment (Doc. 25). Both parties have filed Responses in Opposition (Docs. 37, 38) to which both filed Replies (Docs. 42, 45). For the reasons that follow, Defendant’s Motion for Summary Judgment (Doc. 26) will be GRANTED IN PART AND DENIED IN PART, and Plaintiff’s Motion for Partial Summary Judgment (Doc. 25) will be DENIED. I. BACKGROUND1 A. Plaintiff’s Employment at Great American Financial Resources, Inc. Plaintiff Jeffrey Plank was hired by Defendant Great American Financial Resources, Inc. (“Great American”) in 2003, and in 2009, he was hired into the role of IT Scheduling Analyst (“Scheduling Analyst”). (Plank Dep., Doc. 23 at PageID 179–80.) In that role, Plank was responsible for managing and scheduling data processes to ensure they ran in the correct order and at the correct times. Although Great American employed four Scheduling Analysts at the time he began in the role, the number decreased to two over time. (Id. at PageID 181–82.) According to Plank, the

1 The facts are derived from the parties’ Proposed Undisputed Facts (Docs. 25-1, 26-1) and Responses (Docs. 37-1, 38-1) except where specifically noted otherwise. workload remained the same, but due to new software that offered more automation, the leaner IT staff was able to complete the work. (Id. at PageID 186.) Between April 2010 and March 2018, Plank was rated as “successful” in every performance review he received. (Doc. 31-2 at PageID 426–27.) He had no history of discipline and never was placed on a performance improvement plan. (Knapp Dep., Doc. 31 at PageID

360; Lemmon Dep., Doc. 32 at PageID 457.) Effective March 2018, Plank was promoted to the position of Senior Ops Scheduling Analyst. (Knapp Dep., Doc. 31 at PageID 358–60.) B. Plank’s Stroke Plank suffered a stroke on February 4, 2018. He was diagnosed with a cerebrovascular accident due to thrombosis of the right posterior cerebral artery; left homonymous hemianopsia; and occipital stroke. (Plank Decl., Doc. 35-1 at PageID 632.) Plank was discharged from the hospital four days later, but continued to experience severe headaches, fatigue, weakness, numbness, and tingling (neuropathy), balance issues, and vision loss following his release from the hospital. (Id.) He treated with specialists at Drake, Christ Hospital, and the Cincinnati Eye

Institute to regain skills he lost as well as to treat his new visual deficiencies and neuropathy pain. (Id.) Great American granted Plank’s request for FMLA leave, which he exhausted on April 27, 2018, as well as a request for additional leave. In May 2018, Plank notified Great American that he was ready to return to work, and he submitted a proposed schedule from his physician in which he would work his way back to full-time over several months. Great American approved this request, and Plank returned to work part-time on May 1, 2018. (Doc. 33-1 at PageID 580.) Plank testified that he asked three managers if he could work from home full-time or nearly-full-time: Sharon Knapp, who was his manager until her retirement in August 2018; Scott Spitznagel, who replaced Knapp; and Knapp/Spitznagel’s supervisor, David Stricker. (Plank Dep., Doc. 23 at PageID 187–92, 214, 227–28.) According to Plank, all three denied his requests. (Id.) He was permitted to work from home on occasion, but there were times when Plaintiff was told by his manager that he could not do so. (Id. at PageID 191–92.) He testified: “I’d say, hey, is there any chance I could work from home tomorrow, is there any chance I could

work from home a couple of days this week. And it would be like, well, we’ve discussed that, and no, we need you in here.” (Id. at PageID 192.) Neither Knapp nor Spitznagel recall having such conversations. Knapp has no memory of a conversation with Plank about working from home on a permanent basis, although she recalls discussing with Plank that he could work from home until he could get on a later bus to assist with his issues with bright lights and vision. (Knapp Dep., Doc. 31 at PageID 375–80.) Knapp also testified that Plank was able to work from home on occasion and was not required to ask permission on any given day, but needed to send a note or give her a call to let her know that he was doing so. (Id. at PageID 377.) Spitznagel testified that he and Plank “did not talk about

working from home.” (Doc. 34 at PageID 606.) C. Plaintiff Has Trouble Meeting His Schedule and Requests a Second Leave of Absence Plank missed multiple days of work in June 2018. (Plank Dep. Exhibits, Doc. 23 at PageID 252.) Several times, he emailed Knapp to call off work and described ongoing pain that required him to take or be administered pain medication. (Id. at PageID 246–53.) At the end of June 2018, Knapp suggested that Plank take another leave of absence because she was concerned he returned to work too soon. (Plank Dep., Doc. 23 at PageID 197.) Plank requested and was granted an additional two months of leave, which began on June 28, 2018. (Time Sheets, Doc. 33-1 at PageID 582.) While he was out on his second leave of absence, on August 2, 2018, Candice Ruby, Benefits Administrator for Great American, informed Stacy Lemmon,2 Employee Relations Director at Great American, that Plank was approved for long-term disability benefits (“LTD”) through October 31, 2018. (LTD Email, Doc. 35-2 at PageID 647.) In an email chain about this,

Stricker responded that Lemmon was going to try to convince Plank to take LTD. (Id. at PageID 646.) Knapp replied that she believed it “would be best for him unless he’s made some good progress in the last few weeks.” (Id.) However, when Plank was informed of the availability of LTD, he declined because he believed he could return to work successfully if granted necessary accommodations. (Plank Decl., Doc. 35-1 at PageID 633.) On August 17, 2018, Plank submitted a doctor’s note that suggested he return to work on a gradual schedule again building up to full time over one month. (Plank Dep. Exhibits, Doc. 23 at PageID 254.) The doctor also suggested that he use a larger computer monitor because of his eye condition. (Id.) Great American granted both requests, but Plank did not receive the larger

monitors until on or about September 19, 2018. (Unopposed Notice of Correction by Interlineation, Doc. 39; Doc. 35-1 at PageID 633.) Until he received the monitors, the smaller screens exacerbated Plank’s vision issues, which caused eye strain and headaches. (Plank Decl., Doc. 35-1 at PageID 633.) Around the timing of his second return to work, Plank’s manager changed to Spitznagel. Plank asked Spitznagel for permission to work from home, but Spitznagel denied the request. (Id.; Plank Dep., Doc. 23 at PageID 187–88, 227.) Plank returned on a graduated return schedule on September 4, 2018. (Time sheets, Doc. 33-1 at PageID 583.) Once again, Plank’s attendance on his graduated return schedule was erratic, many times related to pain management and having

2 Previously, Stacy Hensley. to take pain medication. (Plank Dep. Exhibits, Doc. 23 at PageID 256–60.) D. Decision to Terminate Plank’s Employment On September 19, 2018, about two weeks after his return to work, Spitznagel set up a meeting at Stricker’s request between himself, Stricker, Lemmon, and Ruby to “have a discussion and a level set conversation about Jeff. I wanted to make sure we are following

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