Record v. Workforce Appeals Board, Department of Workforce Services

2011 UT App 340, 263 P.3d 1210, 692 Utah Adv. Rep. 54, 2011 Utah App. LEXIS 336, 2011 WL 4599644
CourtCourt of Appeals of Utah
DecidedOctober 6, 2011
Docket20100719-CA
StatusPublished
Cited by5 cases

This text of 2011 UT App 340 (Record v. Workforce Appeals Board, Department of Workforce Services) is published on Counsel Stack Legal Research, covering Court of Appeals of Utah primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Record v. Workforce Appeals Board, Department of Workforce Services, 2011 UT App 340, 263 P.3d 1210, 692 Utah Adv. Rep. 54, 2011 Utah App. LEXIS 336, 2011 WL 4599644 (Utah Ct. App. 2011).

Opinion

OPINION

McHUGH, Associate Presiding Judge:

¶1 Jeffery S. Record and Emilie A. Tanner (collectively, Claimants) each filed a separate petition for review challenging the Workforce Appeals Board (Board) of the Utah Department of Workforce Services' (Department) decision to deny them unemployment insurance benefits. Because the Claimants were discharged based on the same conduct and raised identical issues before the Board and on appeal, this court consolidated the two petitions at the request of the parties. We deny the Claimants' petitions.

BACKGROUND

¶2 The Claimants were each long-term employees of Zions Bank (Employer). After the Employer received reports that the Claimants spent too much time together behind closed doors and otherwise acted inappropriately toward one another during business hours, 1 it decided to speak with them. *1212 The Vice President of Human Resources (HR VP) testified that she spoke with Ms. Tanner on approximately September 28, 2009, about the complaints. The HR VP indicated that she directed Ms. Tanner to "managle] the perception" that the Claimants were engaged in an inappropriate relationship and specifically instructed Ms. Tanner "to make sure that your actions in the workplace are appropriate and that you keep some professional distance" from Mr. Record. When Ms. Tanner "denied [that] the relationship was inappropriate," the HR VP advised her "to just stay away from [Mr. Record]."

¶3 On that same day, the HR VP met with Mr. Record for about ninety minutes to discuss his relationship with Ms. Tanner. The HR VP advised Mr. Record "that if [Ms. Tanner] was to come see [him] not to do it behind closed doors, because there [were] complaints that [the two of them] were behind closed doors for a long period of time.... And then [they] talked about just managing the perception of keeping a professional distance." The HR VP did not place Mr. Record or Ms. Tanner on probation.

¶4 According to Ms. Tanner, the HR VP indicated that the September meeting was "just a formality; that she had to do it; [and] that the case was closed." In addition, Ms. Tanner claimed that she did not spend inordinate amounts of time with Mr. Record in his office or otherwise act inappropriately during business hours. Mr. Record also denied that his behavior toward Ms. Tanner was inappropriate and testified that the HR VP told him the meeting in September of 2009 was just a formality.

¶5 The HR VP testified that, despite these discussions, the Employer received reports that the Claimants "continued to meet behind closed doors." Consequently, the Employer made further attempts to rectify the problem. The Executive Vice President for Retail Credit (EX VP) testified that Ms. Tanner's supervisor attempted counseling with Ms. Tanner about her relationship with Mr. Record. The HR VP was also aware that Ms. Tanner's supervisor "had several conversations with [Ms. Tanner] and coached her about ... staying away from [Mr. Record]." Although Mr. Record testified that he lost his office due to administrative changes, the HR VP indicated that the Employer moved Mr. Record from his office into a workspace in a common area, relocated Ms. Tanner, and "did some other things to try to manage" the problem created by the Claimants' conduct. Notwithstanding these changes, the "acting manager at the time came [to the HR VP] and had some concerns that [the Claimants] were still spending a lot of time together."

¶6 The HR VP prepared a written report on November 10, 2009, indicating that "both employees have not made necessary changes in their working relationship and appear to dismiss our directives." In a note to Ms. Tanner's employee file, her immediate supervisor indicated that he had spoken with her that same day-November 10, 2009-about the renewed concerns. In particular, the note states that the supervisor reminded Ms. Tanner that the Employer's expectation was that she was "not [to bel in [Mr. Record's] office at all," that her "conversations with [Mr. Record] were to be work related only," and that she was "not to leave [the] department with [Mr. Record]." The note concludes, "I indicated that since this had been previously reviewed[,] if it occurred again, [Ms. Tanner] could be terminated."

¶7 A note from Mr. Record's supervisor (Supervisor) indicates that on November 13, 2009, Supervisor and another manager (Manager) met with Mr. Record concerning his continued involvement with Ms. Tanner. According to the note, Mr. Record "was embarrassed and very surprised that [they] were meeting with him because he [felt] that he [had] done everything requested of him ... concerning his interaction with [Ms. Tanner." At that time, Mr. Record explained that there were business reasons for him and Ms. Tanner to communicate. The Supervisor reported that Mr. Record "apologizes if anyone thought that he was disregarding the counsel that he received. He is committed to *1213 following that counsel, keeping his head down and getting his work done." Although the Supervisor expressed concern about the Employer checking the facts, "in case the anonymous complainer has an agenda," he and the Manager "encouraged [Mr. Record] to stay focused on his work and to stay away from other individuals['] personal lives while at work."

¶8 The HR VP testified that she also met with Mr. Record in November of 2009. According to the HR VP, Mr. Record claimed that he had "done everything that [she had] asked [him] to do [and had] ... stayed away from [Ms. Tanner]" The HR VP did not believe Mr. Record "because people ha[d] continued to complain about them being together." Mr. Record denies that the HR VP spoke to him at that time. However, the EX VP testified that his office is located next to the HR VP's office and that he saw Mr. Record in the HR VP's office for formal counseling on more than one occasion.

¶9 The HR VP testified that she also had a follow-up meeting with Ms. Tanner in November of 2009 to discuss the continuing concerns about her unprofessional relationship with Mr. Record. Ms. Tanner denies that she met with the HR VP or with her supervisor in November. Instead, Ms. Tanner testified that the only time anyone spoke with her about her relationship with Mr. Record was when the HR VP told her to manage the perceptions of other employees in September of 2009.

¶10 Both Claimants assert that they complied with the instructions they received in September of 2009 from the HR VP and were managing the perceptions of other employees by avoiding contact with one another during office hours. Although they had previously met for an "occasional breakfast together in an open cafeteria where other people dined," and had "conversations in and around their business," they "chose not to talk, not [to] eat breakfast, and not [to] do the things that other people do, in an effort to try to keep the perceptions under control." Sometime in February of 2010, the Employer demoted Ms. Tanner. According to Mr. Ree-ord, it was about this same time that he learned he would not be given an office to replace the one that had been reassigned during the administrative reorganization.

¶11 On February 19, 2010, a coworker of the Claimants was suffering from a head cold that required her to blow her nose frequently.

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Cite This Page — Counsel Stack

Bluebook (online)
2011 UT App 340, 263 P.3d 1210, 692 Utah Adv. Rep. 54, 2011 Utah App. LEXIS 336, 2011 WL 4599644, Counsel Stack Legal Research, https://law.counselstack.com/opinion/record-v-workforce-appeals-board-department-of-workforce-services-utahctapp-2011.