Wheatfall v. Board of Regents of the University System

9 F. Supp. 3d 1342, 2014 WL 1274036, 2014 U.S. Dist. LEXIS 43072
CourtDistrict Court, N.D. Georgia
DecidedMarch 31, 2014
DocketCivil Action File No. 1:12-cv-922-TCB
StatusPublished
Cited by7 cases

This text of 9 F. Supp. 3d 1342 (Wheatfall v. Board of Regents of the University System) is published on Counsel Stack Legal Research, covering District Court, N.D. Georgia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wheatfall v. Board of Regents of the University System, 9 F. Supp. 3d 1342, 2014 WL 1274036, 2014 U.S. Dist. LEXIS 43072 (N.D. Ga. 2014).

Opinion

ORDER

TIMOTHY C. BATTEN, SR., District Judge.

This Title VII retaliation case is before the Court on Plaintiff Faye Wheatfall’s objections to the magistrate judge’s report and recommendation [71]. The magistrate judge recommends granting the motion for summary judgment of Defendant Board of Regents of the University System of Georgia [58].

I. Facts

A. Background

Faye Wheatfall was employed by the Georgia Institute of Technology from 2001 until January 5, 2010.1 In February 2005, her title became “Accountant III,” and her “working title” when her employment ended was “foreign national tax specialist.” Except for one month in 2009 when she took medical leave, Wheatfall was the only Georgia Tech employee who performed the duties of a foreign national tax specialist. These duties included meeting with nonim-migrant employees to review and collect documentation to ascertain the proper tax treatment of payments to them; advising the payroll department about an employee’s eligibility for a tax-treaty benefit; using tax-compliance software to produce tax analyses and forms; and ensuring that data was timely and accurately entered into the human resources management system and specialized software.

From March 2007 through February 2008, Wheatfall’s supervisor was Susan McKoin, Georgia Tech’s senior director over talent acquisition and global human resources. In April 2008, Wheatfall’s immediate supervisor changed when Doug Podoll became the director of global human resources. In that role, Podoll was responsible for ensuring tax compliance for nonresident aliens, including institute employees, student-scholarship recipients and [1347]*1347third-party payees; additionally, he was responsible for immigration services for foreign-national employees and human-resource services for Georgia Tech’s overseas campuses and other projects. All told, Podoll supervised four employees — all of whom were female.

Until June 2009, Podoll’s immediate supervisor was McKoin, Wheatfall’s previous supervisor. Between June and November, Podoll reported to two interim supervisors, and in November, Marita Sullivan, Georgia Tech’s senior director of research and planning, became his immediate supervisor. Each of Podoll’s immediate supervisors reported to Barry “Chuck” Donbaugh, Georgia Tech’s associate vice-president of human resources.

B. Wheatfall’s Last Evaluation Before Podoll Became Her Supervisor

In April 2008, McKoin provided Wheat-fall her year-end performance appraisal for the period of March 2007 through February 2008. Overall she was rated “fully successful.” Specifically, she was rated “fully successful” in attendance and punctuality, work habits and productivity, and “highly successful” in customer service. In the areas of communications and teamwork, however, she was rated “making progress.”

In the evaluation, McKoin noted several areas in which Wheatfall could improve. Specifically, she needed “to focus on the future in regards to improvement in processes and teaming with other areas across campus for more seamless transaction” and “to focus on efficiencies in process and maintain positive communications across all level [sic] of the organization.” McKoin also advised: “In the future, as we provide a different service level to the campus in the area of Global HR, the current skill-set necessary to do the job as well as performance expectations will be different.”

C. Changes Within the Global Human Resources Department

Shortly after Wheatfall’s evaluation, Georgia Tech’s global human resources department began using a new software program called GLACIER: Nonresident Alien Tax Compliance System. This is an online tax-compliance system for foreign nationals designed to allow Georgia Tech to efficiently and effectively collect information, make tax-residency and income-tax-treaty determinations, manage paperwork, maintain data, and file reporting statements with the Internal Revenue Service. Although Podoll had never used the GLACIER program, he believed that it would considerably reduce the workload of the foreign national tax specialist. The program was installed in May 2008 and became fully operational by the end of June.

In August, senior-management members Donbaugh, Sullivan and McKoin accepted the recommendation of outside consultants to create a Customer Service Center. The reason for the change was to provide a one-stop-shop for human-resource services for new and current Georgia Tech employees. To effectuate this change, several customer-service representatives, including Wheatfall, had to be relocated. Along with Wheatfall, who was relocated from the second to the first floor, three other employees were relocated to the new center. At the same time, four other employees were relocated from the second to the first floor. While all of the customer-service representatives in the center worked one-on-one with the same client base, only Wheatfall was assigned a cubicle, which afforded her some privacy and additional workspace. Wheatfall’s workspace remained in the center until her termination.

[1348]*1348D. PodoIPs Issues with Wheatfall’s Performance; Wheatfall’s Complaints About PodoIPs Treatment of Her

Not long after Podoll joined Georgia Tech, he noticed an eighteen-month backlog of unprocessed foreign-national-employee-tax files in Wheatfall’s cubicle. Wheatfall admits to the backlog but contends that this was the result of inappropriate archiving by a former human-resources assistant rather than incompetence on her part. Whatever the reason for the backlog, it is undisputed that Podoll worked with Wheatfall to get these files up-to-date.

Wheatfall asserts that in June 2008 she complained to McKoin about Podoll’s treatment of her. To her, he seemed to have a problem with women. Around the same time, another employee of Podoll, Suzanne Blough, also complained to McKoin about the disrespectful and degrading manner in which Podoll spoke to her. McKoin testified, however, that Wheatfall never complained about sex discrimination — she “just kind of mentioned” that Podoll did not like women — and that she interpreted the complaint to be about Podoll’s communication style.

Following the relocation of her workspace in August 2008, Wheatfall complained to Donbaugh, McKoin’s supervisor, that Podoll had her relocated because of his bias against her as a woman, which she inferred from his treatment. Of course, the decision to relocate Wheatfall’s office was made by senior management, not Po-doll, though he agreed with it.

Podoll testified that in September 2008 he began to notice that Wheatfall was making numerous errors in data entry, such as reversing numbers, misspelling names, failing to enter data, and failing to complete tax files. His interpretation of these errors was that Wheatfall lacked a fundamental understanding of her job. Given the volume of errors, he decided to review the tax-record-data entry for each foreign-national employee, approximately forty to eighty files per week. Podoll also testified that around this time he began receiving complaints from coworkers and management in the customer service center about Wheatfall’s lack of cooperation and communication. Given these complaints, he was concerned that Wheatfall was not working effectively with others and thus adversely affecting the overall workflow of the customer service center.

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Cite This Page — Counsel Stack

Bluebook (online)
9 F. Supp. 3d 1342, 2014 WL 1274036, 2014 U.S. Dist. LEXIS 43072, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wheatfall-v-board-of-regents-of-the-university-system-gand-2014.