Tabor v. Hilti, Inc.

703 F.3d 1206, 84 Fed. R. Serv. 3d 1089, 2013 U.S. App. LEXIS 984, 117 Fair Empl. Prac. Cas. (BNA) 157, 2013 WL 150225
CourtCourt of Appeals for the Tenth Circuit
DecidedJanuary 15, 2013
Docket11-5131
StatusPublished
Cited by331 cases

This text of 703 F.3d 1206 (Tabor v. Hilti, Inc.) is published on Counsel Stack Legal Research, covering Court of Appeals for the Tenth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Tabor v. Hilti, Inc., 703 F.3d 1206, 84 Fed. R. Serv. 3d 1089, 2013 U.S. App. LEXIS 984, 117 Fair Empl. Prac. Cas. (BNA) 157, 2013 WL 150225 (10th Cir. 2013).

Opinion

MATHESON, Circuit Judge.

Plaintiffs Roñica Tabor and Dacia Gray (collectively “Plaintiffs”) worked as inside sales representatives at Hilti, Inc., and Hilti of North America, Inc. (collectively “Hilti”). After being denied promotions to Account Manager (outside sales) positions, they each filed individual claims for gender discrimination under Title VII and moved to certify a class of all female inside sales representatives at Hilti who were denied similar promotions.

The district court refused to certify the class and granted summary judgment for Hilti on all claims. Exercising jurisdiction under 28 U.S.C. § 1291, we affirm in part and reverse in part. We affirm the district court’s grant of summary judgment on Ms. Tabor’s individual claim for retaliation and Ms. Gray’s individual claim for failure to promote. We also affirm the district court’s refusal to certify the class. We reverse with respect to Ms. Tabor’s individual claims for failure to promote and disparate impact, and we remand Ms. Gray’s individual disparate impact claim because the district court did not address the claim in its analysis.

I. BACKGROUND

A. Factual History 1

Hilti is a tool manufacturer. The company employs inside sales representatives, *1212 who are responsible for providing customer assistance and sales support by phone. A common career track for inside sales employees in the Customer Service Department is promotion to Account Manager. Account Managers are responsible for outside sales or field sales, including site visits to customers within an assigned territory. This promotion sometimes involves transfer to a different city and requires some skills not required for inside sales, such as the ability to lift 60 pounds, engage with customers face-to-face, and offer hands-on demonstrations of the tools.

Hilti established a performance management and reporting process it called the “Global Develop and Coach Process” (“GDCP”). 2 GDCP included multiple components that tracked different aspects of an employee’s readiness to promote. An important component was a priority rating, or “P” rating, indicating a direct supervisor’s or manager’s subjective assessment of an employee’s promotion-readiness based upon his or her skills in areas such as “Functional Expertise,” “Understanding the Business,” “Getting Things Done,” “Working with Others,” and “Living Our Values.” Aplt. Appx. at 877-78. A PI rating indicated the employee was ready for promotion within zero to 12 months, while a P5 rating indicated the employee was currently ineligible for promotion. Another important component was an “M” rating, which indicated the employee’s reported mobility, i.e., willingness to relocate. Still another important GDCP component was employee’s career goal, e.g., to become an Account Manager or a Team Leader in the Customer Service Department.

Hilti considered GDCP its official method for identifying employees who would be promoted internally. However, Hilti did not maintain careful records. Hilti’s Applicant Flow Log data (“AFL data”) indicated that 282 individuals were promoted between 2005 and 2008, but fewer than 24% had been assigned a P rating at the time of promotion; fewer than 37% of promoted employees were assigned M ratings; fewer than 8% .of individuals who were promoted to outside sales positions had actually identified outside sales as a future career goal; and more than 64% of employees were missing both P rating and M rating at the time of promotion.

Hilti managers also did not always follow the GDCP ratings in making promotion decisions. For example, of the promoted employees who had been assigned a P rating at the time of promotion, only 28% had a PI. Furthermore, 33 promoted employees were assigned a P rating of P5 at the time of promotion. A P5 rating indicated the employee was currently ineligible to promote because he or she did not meet the minimal qualifications, e.g., tenure in current position. Plaintiffs allege that a number of male inside sales representatives were placed in Account Manager positions through “tap on the shoulder” promotions, that is, extending promotion offers to male employees without posting an open position or allowing other interested employees to apply. Aplt. Br. at 8. Plaintiffs also allege that males who were ineligible for promotion under the GDCP system were allowed or even invited to apply for Account Manager positions, even as Plaintiffs and other female employees were told they could not apply for promotion- until they earned a PI rating.

One prerequisite for earning a PI rating for the Account Manager position was completion of field training. This training *1213 involved filling in for an Account Manager who was on vacation by assuming his or her responsibilities for one to two weeks. Ms. Gray participated in field training in Dallas, Texas, and she requested additional field training on more than one occasion. Ms. Tabor also requested field training. Hilti did not allow either plaintiff to participate in field training during the first half of 2008. The company explains that it was short-handed during this time and that no customer service representative was permitted to leave for field training. Plaintiffs claim that at least two males were allowed to attend field training during this time — Berkeley Smith and an unnamed male. Hilti says Mr. Smith was only allowed a short trip to Arkansas to decide whether to accept a promotion offer to relocate there.

1. Roñica Tabor’s Experiences at Hilti

Roñica Tabor began work at Hilti in January 2006, selling and demonstrating tools to customers face-to-face at a Hilti center in Dallas, Texas. She transferred to the Customer Service Department in Tulsa, Oklahoma, in October 2006. She expressed interest in becoming an Account Manager, and her immediate supervisor assigned her a PI rating.

Ms. Tabor applied for an Account Manager position located in Oklahoma City. This position focused primarily on the company’s Interior Finish product line. Ms. Tabor first interviewed with Regional Manager David Perkins and was selected for a second interview. This second interview was on November 14, 2007, with Division Manager Glenn Teel and Mr. Perkins. During the interview, Mr. Teel and Mr. Perkins mentioned a second position available in Arkansas, and Ms. Tabor expressed interest in that position as well.

During the interview, Mr. Teel made a number of statements related to Ms. Tabor’s gender. He told her that tools “are like guns for men” and using them is “almost like second nature,” Aplt. Appx. at 2816, and that it would take more work for her, as a woman, to learn the tools well enough to demonstrate them for customers or she would be “chewed up and spit out,” Aplt. Br. at 10. Mr. Teel also suggested that as a woman, Ms. Tabor might have some “advantages” in getting men to talk to her even if they were reluctant to talk to a salesman. Aplt. Appx. at 2816. Mr. Teel expressed concern about whether Ms. Tabor should travel as much as the job required because she was a wife and mother. He stated that he would personally not want his wife to hold a job that required travel, and he advised Ms.

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703 F.3d 1206, 84 Fed. R. Serv. 3d 1089, 2013 U.S. App. LEXIS 984, 117 Fair Empl. Prac. Cas. (BNA) 157, 2013 WL 150225, Counsel Stack Legal Research, https://law.counselstack.com/opinion/tabor-v-hilti-inc-ca10-2013.