Wheeler v. Jackson National Life Insurance
159 F. Supp. 3d 828
| M.D. Tenn. | 2016Background
- Wheeler worked as an Internal/"Floating" Internal Wholesaler (FIW) for JNL; FIW duties required on-site attendance and logging into a monitored telephone "Queue" to take inbound calls (primary, essential function).
- Wheeler has episodic disabilities (bipolar disorder, narcolepsy, etc.), previously took FMLA leave, and JNL had previously accommodated him (job restructuring to FIW, intermittent and general leaves).
- Between Apr 24 and Jul 12, 2013, records showed Wheeler absent from the office or not logged into the Queue on 34 of 58 work days; JNL reconciled those absences as using his available FMLA time and concluded he exhausted his rolling 12-week entitlement as of July 5, 2013.
- Wheeler's treating doctors later advised JNL that his conditions would likely cause unpredictable, ongoing flare-ups making regular, predictable attendance unlikely in the foreseeable future.
- JNL offered a temporary unpaid general leave while it consulted his physicians, then concluded leave would not render Wheeler able to perform essential FIW functions and terminated him on August 9, 2013.
- Wheeler sued under the ADA (and Tennessee Disability Act), FMLA (interference and retaliation), Tennessee common law and TPPA claims; cross-motions for summary judgment were filed.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| ADA/TDA discrimination — qualified individual (attendance) | Wheeler contends he was qualified; could perform duties (sometimes remotely) and JNL accommodated him before. | JNL: on-site, regular attendance and Queue logging are essential; Wheeler could not reliably perform them due to unpredictable, episodic conditions. | Court: Attendance and on-site Queue work are essential; Wheeler was not a "qualified" individual because he could not regularly and predictably attend; summary judgment for JNL. |
| ADA/TDA failure to accommodate | Wheeler sought ongoing, open-ended intermittent leave as reasonable accommodation. | JNL: unlimited/unpredictable leave is unreasonable as a matter of law and would fundamentally alter the job. | Court: Open-ended intermittent leave is unreasonable; JNL entitled to summary judgment. |
| ADA failure to engage in interactive process | Wheeler asserts JNL failed to engage adequately in interactive process. | JNL: interactive-process duty does not save him where the proposed accommodation was unreasonable or impossible. | Court: Because proposed accommodation was unreasonable and medical evidence showed no likely improvement, no actionable failure to engage; judgment for JNL. |
| FMLA interference / retaliation | Wheeler asserts JNL improperly reconciled/denied FMLA, exhausted his leave incorrectly, and retaliated for exercising FMLA rights. | JNL: reconciled May–July absences based on records; Wheeler exhausted leave; termination lawful where employee cannot return at end of FMLA. | Court: Reconciliation supported; no entitlement to additional FMLA; no evidence of retaliatory intent or causation; summary judgment for JNL. |
Key Cases Cited
- Gantt v. Wilson Sporting Goods Co., 143 F.3d 1042 (6th Cir. 1998) (excessive absenteeism can render an employee not "qualified" under the ADA)
- Brenneman v. MedCentral Health Sys., 366 F.3d 412 (6th Cir. 2004) (attendance requirements may be essential and preclude ADA protection)
- E.E.O.C. v. Ford Motor Co., 782 F.3d 753 (6th Cir. 2015) (en banc) (regular, in-person attendance is an essential function of most interactive jobs)
- Samper v. Providence St. Joseph Med. Ctr., 675 F.3d 1233 (9th Cir. 2012) (request for ongoing, unpredictable leave unreasonable as accommodation)
- Waggoner v. Olin Corp., 169 F.3d 481 (7th Cir. 1999) (employer need not tolerate erratic, unreliable attendance as accommodation)
- Corder v. Lucent Techs., 162 F.3d 924 (7th Cir. 1998) (open-ended, unpredictable leave is not a reasonable accommodation)
- EEOC v. Yellow Freight Sys., Inc., 253 F.3d 943 (7th Cir. 2001) (regular attendance generally an essential job function)
