Rachid v. Jack In The Box Inc

376 F.3d 305, 2004 U.S. App. LEXIS 12873, 93 Fair Empl. Prac. Cas. (BNA) 1761, 2004 WL 1427046
CourtCourt of Appeals for the Fifth Circuit
DecidedJune 25, 2004
Docket03-10803
StatusPublished
Cited by556 cases

This text of 376 F.3d 305 (Rachid v. Jack In The Box Inc) is published on Counsel Stack Legal Research, covering Court of Appeals for the Fifth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Rachid v. Jack In The Box Inc, 376 F.3d 305, 2004 U.S. App. LEXIS 12873, 93 Fair Empl. Prac. Cas. (BNA) 1761, 2004 WL 1427046 (5th Cir. 2004).

Opinion

EDITH BROWN CLEMENT, Circuit Judge:

Ahmed P. Rachid (“Rachid”) filed an age discrimination claim under the Age Discrimination in Employment Act (“ADEA”), 29 U.S.C. §§ 621-34, alleging that he was terminated from his managerial position at Jack In The Box, Inc. (“JIB”). Because Rachid established a prima facie case and because issues of material fact concerning JIB’s proffered reason for terminating Ra-chid are disputed, summary judgment was improper and this case is REVERSED and REMANDED.

I. FACTS AND PROCEEDINGS

Rachid was employed by JIB from October 1995 to February 2001. Patrick Powers (“Powers”) became Rachid’s supervisor in September 1999. Rachid managed two restaurants, and shared managerial duties at one of the restaurants with Khalil Haidar (“Haidar”). Powers repeatedly criticized Rachid, and, according to both Rachid and Haidar, made disparaging comments about Rachid’s age. Ra-chid, who was 52 years old, reported these comments to JIB’s human resources department, and even requested a transfer because he feared that Powers sought to fire him because of his age. A transfer was never approved and Rachid was fired, according to JIB, for failing to follow policies related to recording employee time.

The parties sharply join issue over whether Rachid violated company policy. On June 15, 2000, Powers sent the following email to managers of JIB restaurants:

Each week I down load [sic] the “punch changes” at each store for the prior week. I am concerned about the increased number of “punch changes” that are related to BREAKS. Let me make clear if anyone alters an employee’s hours to save labor, THEY [sic] ARE BREAKING THE LAW! This is the type of offense that I have no ability to help an individual. Employees must punch out for breaks on there [sic] own, M[anagers-In-Charge] need to verify that each employee punched out at the clock. If an employee fails to punch out at the clock they [sic] are to be written up on a P108 [disciplinary form], NO MANAGER IS TO GO BACK AND DO A PUNCH CHANGE WITHOUT A SIGNED P108 FOR PROOF! The P108 needs to be kept in the employee file. If the employee contests their [sic] hours and there are punch changes without a P108 for back-up documentation, the manager is putting their [sic] job at risk. It becomes a case of “he said/she said” and the manager has no proof that they [sic] didn’t “illegally alter” the time clock. The P108 is the only protection you have against this kind of allegation. Remember: “very few people have ever been fired for missing a number, but all that get caught reporting a false number will always be fired!” I cannot help you out of this kind of problem.

The parties disputed whether this email sent by Powers represents JIB’s company policy. 1

*308 One of JIB’s human resources employees, Kellie Teal-Guess (“Teal-Guess”), investigated several “punch changes” entered for employees at restaurants that Rachid managed. Though Rachid disputes whether this investigation revealed any time-card alterations made by Rachid, 2 he concedes in his deposition that he occasionally changed time-cards when employees took breaks, and that he did not fill out P108 forms for all of those changes. Without further investigation, Powers terminated Rachid immediately upon learning that he had altered time-cards without completing P108 forms. Rachid’s replacement was 47 years old.

Rachid filed an EEOC charge complaining of age discrimination under the ADEA, acquired a Right to Sue letter, and filed suit. The district court granted summary judgment in favor of JIB and dismissed Rachid’s claim. Rachid timely appeals.

II. STANDARD OF REVIEW

This Court reviews a grant of summary judgment de novo, and applies the same standard as the district court. Travelers Cas. & Sur. Co. of Am. v. Baptist Health Sys., 313 F.3d 295, 297 (5th Cir.2002). District courts properly grant summary judgment if, viewing the facts in the light most favorable to the nonmovant, the mov-ant shows that there is no genuine issue of material fact and that the movant is entitled to judgment as a matter of law. Fed. R. Civ. P. 56(c).

III. DISCUSSION

A. Proper legal standard for an ADEA claim.

It appears that the district court applied the McDonnell Douglas approach in analyzing Rachid’s claim. See McDonnell Douglas Corp. v. Green, 411 U.S. 792, 93 S.Ct. 1817, 36 L.Ed.2d 668 (1973). The district court’s opinion states that Rachid did not establish a prima facie case, and later notes that “nothing in the record suggests that J[IB]’s basis for terminating Rachid was a pretext.” The term “pretext” strongly suggests that the district court engaged in a McDonnell Douglas burden shifting analysis. 3 See McDonnell Douglas, 411 U.S. at 804-05, 93 S.Ct. 1817. It is disputed, however, whether this is the proper legal framework.

(1) Age discrimination under the ADEA pre-Desert Palace. 4

Under the ADEA, “[i]t shall be unlawful for an employer ... to discharge any individual or otherwise discriminate against any individual with respect to his compensation, terms, conditions, or privileges of employment, because of such indi *309 vidual’s age.” 29 U.S.C. § 623(a)(1). “When a plaintiff alleges disparate treatment, liability depends on whether the protected trait (under the ADEA, age) actually motivated the employer’s decision.” Reeves v. Sanderson Plumbing Prods., Inc., 530 U.S. 133, 141, 120 S.Ct. 2097, 147 L.Ed.2d 105 (2000) (citing Hazen Paper Co. v. Biggins, 507 U.S. 604, 610, 113 S.Ct. 1701, 123 L.Ed.2d 338 (1993)). To demonstrate age discrimination a “plaintiff must show that ‘(1) he was discharged; (2) he was qualified for the position; (3) he was within the protected class at the time of discharge; and (4) he was either i) replaced by someone outside the protected class, ii) replaced by someone younger, or iii) otherwise discharged because of his age.’ ” Palasota v. Haggar Clothing Co., 342 F.3d 569, 576 (5th Cir.2003) (quoting Bodenheimer v. PPG Indus., Inc., 5 F.3d 955, 957 (5th Cir.1993)).

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Bluebook (online)
376 F.3d 305, 2004 U.S. App. LEXIS 12873, 93 Fair Empl. Prac. Cas. (BNA) 1761, 2004 WL 1427046, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rachid-v-jack-in-the-box-inc-ca5-2004.