HUTCHINSON TECHNOLOGY, INC., Petitioner-Appellant-Petitioner, v. LABOR AND INDUSTRY REVIEW COMMISSION and Susan Roytek, Respondents-Respondents.
No. 02-3328
Supreme Court of Wisconsin
June 30, 2004
Motion for Reconsideration Filed July 19, 2004
2004 WI 90 | 682 N.W.2d 343 | 269 Wis. 2d 394
†Motion for Reconsideration Filed 7-19-04.
ROGGENSACK, J., dissents.
PROSSER, J., joins.
For the petitioner-appellant-petitioner there were briefs by Carol S. Dittmar, Teresa E. O‘Halloran and Garvey, Anderson, Johnson, Geraci & Mirr, S.C., Eau Claire, and oral argument by Carol S. Dittmar.
For the respondent-respondent, Susan Roytek, there was a brief by Rose M. Allen, Lisa A. Wiebusch and Mudge, Porter, Lundeen & Seguin, S.C., Hudson, and oral argument by Rose M. Allen.
An amicus curiae brief was filed by Timothy G. Costello, Brian M. Radloff and Krukowski & Costello, S.C., Milwaukee, on behalf of Wisconsin Manufacturers & Commerce, Inc., and oral argument by Timothy G. Costello.
An amicus curiae brief was filed by Monica Murphy and Wisconsin Coalition for Advocacy, Milwaukee, on behalf of Wisconsin Coalition for Advocacy.
¶ 1. N. PATRICK CROOKS, J. Petitioner, Hutchinson Technology, Incorporated (HTI), seeks review of a court of appeals’ decision, Hutchinson Technology, Inc. v. LIRC, No. 02-3328, unpublished slip op. (Wis. Ct. App. Sep. 18, 2003), affirming the decision of the Labor and Industry Review Commission (LIRC), which concluded that HTI discriminated against Susan Roytek (Roytek) on the basis of her disability. LIRC affirmed the decision by the administrative law judge and concluded that Roytek had a disability, as defined by the Wisconsin Fair Employment Act (WFEA), and that HTI failed to provide a reasonable accommodation that would have allowed her to continue her employment with HTI. The circuit court and the court of appeals affirmed LIRC‘s decision.
I
¶ 3. HTI is a Minnesota based corporation with a manufacturing plant located in Eau Claire, Wisconsin. The Eau Claire manufacturing plant produces suspension assemblies for computer hard disk drives. Since opening, the Eau Claire plant has used four crews to work rotating 12-hour shifts in its production facilities. HTI instituted the 12-hour shift model after studying production efficiency and determining employees’ preferences. Employees generally work three days one week and four days the next, with every other weekend off. Thus, over the course of two weeks, an employee works seven 12-hour shifts totaling 84 hours. HTI has occasionally permitted an employee to work less than 12 hours per shift for a job assigned such hours, but these allowances have been temporary in nature.
¶ 4. Roytek began her employment as a production worker in HTI‘s photoetch department in June 1998. In the photoetch process, a pattern is photo-
¶ 5. In September 1998, Roytek‘s personal physician, Paul M. Ippel, M.D. (Ippel), diagnosed Roytek with lower back pain1 and concluded that she was temporarily unable to work. Roytek returned to work in November 1998, but with some restrictions. Roytek was limited to working six-hour days and prohibited from lifting anything over 20 pounds. In January 1999, Roytek increased her shifts to eight-hour days. At HTI‘s request Tuenis Zondag, M.D. (Zondag), performed a fitness for work evaluation on Roytek in August 1999. Based on the results of the evaluation, Roytek could
¶ 6. Roytek filed a complaint with the Equal Rights Division of the Department of Workforce Development (Department), alleging that HTI had discriminated against her on the basis of disability. After Roytek filed her complaint, Ippel informed the Department of further restrictions on Roytek‘s ability to work. Such restrictions included no sitting for longer than two hours, no static standing, no lifting more than 20 pounds, and no workdays longer than eight hours. While some testimony was presented by HTI before the Administrative Law Judge (ALJ) John L. Brown, presiding at the Department hearing on what these restrictions would mean in terms of performance of certain job functions, the determinations by the ALJ, and by LIRC, focused on the eight-hour day versus the 12-hour day issue.2 HTI closed its photoetch department at the Eau Claire plant on June 17, 2000.
¶ 7. The ALJ concluded that Roytek had a disability, and that HTI had terminated her employment due to such disability. The ALJ concluded that, although HTI had demonstrated that Roytek‘s disability prevented her from performing certain job functions, HTI did not demonstrate that it attempted reasonably to accommodate her disability or that such accommodation would impose a hardship upon it. The ALJ con-
¶ 8. HTI appealed the ALJ‘s decision to LIRC. LIRC affirmed the ALJ‘s decision.3 HTI sought review of LIRC‘s decision in circuit court. The Eau Claire County Circuit Court, Judge Benjamin D. Proctor presiding, affirmed LIRC‘s decision. The court concluded that HTI failed to meet its burden with respect to reasonable accommodation and hardship. HTI appealed.
II
¶ 10. We now consider whether Roytek was an individual with a disability under the WFEA. The issue of whether Roytek was disabled under the WFEA presents a question of law. La Crosse Police Comm‘n v.
¶ 11. HTI contends that Roytek is not an individual with a disability under
¶ 12. Roytek contends that she has demonstrated that she has a disability under
¶ 13. LIRC contends that this court should not give in to HTI‘s urgings to revisit and revise our La Crosse decision. LIRC asserts that the language “limits the capacity to work” should not be interpreted as referring to one‘s ability to work, in general. Instead, LIRC maintains that La Crosse‘s interpretation as referring to one‘s ability to work a particular job is correct.
¶ 14. The Wisconsin legislature defined “an individual with a disability” in
¶ 15. This court further explained this phrase in our La Crosse decision. In La Crosse, we concluded that a person claiming to be an individual with a disability under the WFEA must establish two things. First, the person must demonstrate that he or she has an actual or perceived impairment. Id. at 762. Second, the person must demonstrate that this impairment either makes, or is perceived as making, achievement unusually difficult or limits one‘s capacity to work. Id.
¶ 16. With respect to the first step, we defined an impairment as “a real or perceived lessening or deterioration or damage to a normal bodily function or bodily condition, or the absence of such bodily function or such bodily condition.” Id. at 761. Roytek has established that she has damage to her normal bodily condition, as both Ippel and Zondag concluded that she had back pain related to disc problems, and that such problems restricted her ability to work a 12-hour shift, and engage in prolonged static standing or sitting.
¶ 17. Since we conclude that the first step is satisfied, we proceed to consider whether the impairment makes ” ‘achievement unusually difficult or limits the capacity to work.’ ” Id. (quoting
¶ 19. Because Roytek has satisfied the criteria under
III
¶ 20. We next consider whether LIRC‘s conclusion that HTI refused to reasonably accommodate Roytek‘s disability, and that HTI failed to demonstrate that making such accommodation would impose a hardship upon its business, can be upheld.
¶ 21. We will set aside a decision by LIRC only when ” ‘the agency‘s action depends on any finding of fact that is not supported by substantial evidence in the record.’ ” Crystal Lake, 264 Wis. 2d 200, ¶ 27 (quoting
¶ 22. In this case, we give LIRC‘s decisions concerning reasonable accommodation great weight deference. Great weight deference is afforded to an agency‘s decision under the following circumstances:
“(1) the agency was charged by the legislature with the duty of administering the statute; (2) that the interpretation of the agency is one of long-standing; (3) that the agency employed its expertise or specialized knowledge in forming the interpretation; and (4) that the agency‘s interpretation will provide uniformity and consistency in the application of the statute.”
Brauneis v. State, 2000 WI 69, ¶ 16, 236 Wis. 2d 27, 612 N.W.2d 635 (citing Harnischfeger Corp. v. LIRC, 196 Wis. 2d 650, 660, 539 N.W.2d 98 (1995)).
¶ 23. In Crystal Lake, we cited with approval the court of appeals’ conclusion in Target Stores v. LIRC, 217 Wis. 2d 1, 576 N.W.2d 545 (Ct. App. 1998), that LIRC‘s interpretation of “reasonable accommodation” should be afforded great weight deference. Crystal Lake, 264 Wis. 2d 200, ¶ 29 (citations omitted) (citing Target, 217 Wis. 2d at 13). In Crystal Lake, we con-
“First, LIRC is charged with adjudicating appeals from the hearing examiner‘s decision on complaints under the WFEA,
§ 111.39(5), Stats. , which includes complaints under§ 111.322, Stats. , for handicap discrimination. Second,§ 111.34(1), Stats. , was enacted in 1981 and LIRC has developed experience and expertise in interpreting this section.... Third, by according great deference to these determinations, we will promote greater uniformity and consistency than if we did not do so. Fourth, this determination is intertwined with factual determinations. Fifth, this determination involves value and policy judgments about the obligations of employers and employees when an employee, or prospective employee, has a handicap.
Id. (Citations omitted).
¶ 24. Here, we reaffirm our conclusion in Crystal Lake that LIRC‘s determination regarding reasonable accommodation should be given great weight deference.9 We further conclude that LIRC‘s interpretation
¶ 25. HTI contends that Roytek must prove whether an accommodation is reasonable or unreasonable under
¶ 26. HTI contends that simply because it could accommodate Roytek‘s condition for a short time, does not mean that it could do so permanently. Aside from Roytek‘s hours restrictions, HTI claims that it would experience hardship if it were to accommodate all of Roytek‘s other physical issues, such as her inability to static stand or sit for a long period of time. Under her restrictions, HTI asserts that Roytek can fill only one of the four positions completely in the photoetch department and, regardless of the accommodation made, she will continue to experience pain on the job.12 HTI
¶ 27. Roytek contends that, since she established that she had a disability under the WFEA, the burden then shifted to HTI to prove that the requested accommodation was unreasonable or would impose a hardship upon it. Roytek claims that she worked eight-hour shifts for eight months and never received complaints about her work. Moreover, Roytek maintains that no employees complained to management that they were overburdened due to Roytek‘s schedule, and no temporary workers were hired to compensate for the hours Roytek did not work. Roytek asserts that HTI has produced no credible evidence that it experienced hardship by accommodating her. Roytek contends that speculation as to problems that may arise in the future is not enough to establish hardship.
¶ 28. LIRC asserts that the employer has the burden of proving that a proposed accommodation is unreasonable. LIRC contends that the initial burden of proof as to the reasonableness of an accommodation should fall on the employee. Once the employee has met this initial burden of proof, LIRC maintains that the employer must show that the accommodation is unreasonable or that it would impose a hardship on the employer. LIRC contends that this court should not conclude that, as a matter of law, an employer can never be required to modify an employee‘s work schedule. LIRC concludes that it could reasonably find that HTI
¶ 29. We begin by recognizing the important role that management prerogatives play in the success of a business. This court has stated that “it is necessary to preserve the freedom of private enterprise to manage its business as it sees fit.” Libby, McNeill & Libby v. WERC, 48 Wis. 2d 272, 280, 179 N.W.2d 805 (1970). See also Kelley Co. v. Marquardt, 172 Wis. 2d 234, 251, 493 N.W.2d 68 (1992).13 We are mindful that a business must have the right to set its own employment rules to encourage maximum productivity. We caution, however, that such rules do not exist in a vacuum, but must bend to the requirements of the WFEA.
¶ 30. Because our recent decision in Crystal Lake has direct bearing in this case, it is necessary to discuss it in some detail. In Crystal Lake, an employee of Crystal Lake Cheese Factory was injured in a non-work related automobile accident and became a quadriplegic. Crystal Lake, 264 Wis. 2d 200, ¶ 9. Before her accident,
¶ 31. The administrative law judge concluded that Crystal Lake did not discriminate against the employee because there were no reasonable accommodations that could be made. Id., ¶ 14. The employee appealed to LIRC. LIRC concluded that reasonable accommodations could have been made, such as modifying her job duties to excuse her from doing more taxing physical tasks, without hardship befalling Crystal Lake. Id., ¶ 15. Both the circuit court and the court of appeals affirmed LIRC‘s decision. Id., ¶¶ 17-20.
¶ 32. We stated that, as an initial matter, a plaintiff must show that he or she is an “individual with a disability” under
employer to prove that even with reasonable accommodations, the employee would not be able to perform his or her job responsibilities adequately or that, where reasonable accommodations would enable the employee to do the job, hardship would be placed on the employer.” Id., ¶ 32 (citation omitted). Since there was no dispute that the employee had a disability in Crystal Lake, we focused our analysis on whether reasonable accommodations could have been made for the employee without creating hardship for Crystal Lake. Id., ¶ 44.
¶ 33. We rejected Crystal Lake‘s contention that a reasonable accommodation need only be made if it enables the employee to perform all of his or her job functions.14 Id., ¶ 47. After discussing cases such as Target, McMullen, and Frito Lay, Inc. v. LIRC, 95 Wis. 2d 395, 290 N.W.2d 551 (Ct. App. 1980), we ultimately concluded that “[a] change in job duties may be a reasonable accommodation in a given circumstance.” Crystal Lake, 264 Wis. 2d 200, ¶ 52. We noted that the fact that two of the three other employees in the employee‘s department were willing to accommodate her change in job duties supported the argument that such accommodation would be a reasonable one. Id., ¶ 51.
¶ 34. With respect to our analysis of hardship in Crystal Lake, we noted that while there is some overlap, hardship and reasonable accommodation are ” ‘separate and distinct considerations that are to be addressed independently.’ ” Id., ¶ 75 (quoting McMullen, 148 Wis. 2d at 277). We concluded that Crystal Lake could have modified the employee‘s job site, as well as her job duties, without experiencing hardship.15 Id., ¶¶ 76-77.
¶ 35. Applying our decision in Crystal Lake, and the cases we relied on for that decision, and according great weight deference to the LIRC decision, we conclude that HTI did not meet its burden in rebutting the initial burden satisfied by Roytek. HTI failed to estab
¶ 36. Moreover, HTI‘s assertions that any prolonged continuation of this schedule would create a hardship are unpersuasive.17 Over a two-week period, Roytek had the potential to work only four hours fewer
HTI did not submit any evidence that other employees sought to work reduced shifts, that morale problems had arisen among its other employees, or that production had decreased as a result of Roytek‘s arrangement. We agree with LIRC‘s conclusion that “[t]he hypothetical difficulties associated with permanent part-time status for the complainant are simply too speculative to meet the respondent‘s burden of proof in the matter. The respondent had ten months19 to determine that the complainant‘s shorter work shift caused production or profit losses, but failed to do so.” We further agree with the court of appeals’ conclusion that HTI was “unable to point to significant evidence in the record that demonstrates hardship in this particular situation, rather than speculation or theoretical complaints.” Hutchinson, No. 02-3328, unpublished slip op., ¶ 5. We agree with these statements by LIRC and the court of appeals which concluded that HTI failed to meet its burden of proof on hardship and has failed to rebut Roytek‘s argument that a reasonable accommodation could have been made.20 We reiterate our conclusion in Crystal Lake that reasonable accommodation and hardship are two distinct concepts that involve separate inquiries, since an accommodation may be reasonable, but nevertheless work a hardship upon a specific employer.21 Crystal Lake, 264 Wis. 2d 200, ¶ 75. See also McMullen, 148 Wis. 2d at 277. As the abovementioned analysis indicates, HTI failed both tests. HTI did not introduce any evidence, beyond mere conjecture, that accommodating Roytek would impose a hardship upon its business.
IV
¶ 37. We conclude that Roytek is a person with a disability under the WFEA, and that Roytek met her initial burden of establishing the reasonableness of her proposed accommodations. HTI did not establish that it could not reasonably accommodate Roytek‘s disability, since it accommodated her disability for eight months without any significant difficulties. Moreover, HTI did not introduce any evidence that allowing Roytek to continue to work eight-hour shifts at HTI would cause hardship to its business. We are mindful that a business must have the right to set its own employment rules to encourage maximum productivity. We caution, however, that such rules do not exist in a vacuum, but must bend to the requirements of the WFEA. We, therefore, affirm the court of appeals’ decision.
By the Court.—The decision of the court of appeals is affirmed.
¶ 39. In reaching this conclusion in Crystal Lake, this court addressed and specifically rejected an interpretation of
¶ 40. The employer in Crystal Lake argued that these two sections of the WFEA, read together, meant that the “reasonable accommodation” requirement of the statute was confined to accommodations that would permit the disabled employee to perform the existing responsibilities of employment as determined by the employer. Crystal Lake, 264 Wis. 2d 200, ¶¶ 33-35. The court rejected this interpretation, instead holding that “a reasonable accommodation is not limited to that which would allow the employee to perform adequately all of his or her job duties.” Id., ¶ 52. That is, the court held that the “reasonable accommodation” requirement may compel an employer to alter the responsibilities of employment—that is, to redefine the job, or create a new job—in order to avoid committing disability discrimination under the WFEA. The statute allows an employer to defend against a disability discrimination claim by showing that the “accommodation would pose a hardship on the employer‘s program, enterprise or business,” see
¶ 41. Also important to the outcome here, the court in Crystal Lake held that LIRC‘s determinations of “reasonable accommodation” and “hardship” for purposes of
¶ 42. I disagreed with the court‘s resolution of these issues in Crystal Lake, agreeing instead with the analysis in Justice Prosser‘s dissent. Id., ¶¶ 84-136 (Prosser, J., dissenting). Here, Justice Roggensack has
¶ 43. Crystal Lake is applicable and binding precedent, and I cannot distinguish its interpretation of the WFEA‘s reasonable accommodation requirement as Justice Roggensack has done here. Crystal Lake did not define “reasonable accommodation” as an accommodation that would permit the employer to have the job-related responsibilities of the individual‘s employment met or permit an employer to implement a valid management decision. Dissent, ¶¶ 1, 10, 13, 18-22. To the contrary, Crystal Lake broadly held that an employer may indeed be required to alter an employee‘s job responsibilities in order to comply with the WFEA, and that LIRC‘s determinations of “reasonable accommodation” in this regard are entitled to great weight deference. As such, although I disagreed with Crystal Lake, I am bound by it, and join the court‘s application of it in this case. Any remedy will have to come from the legislature.
¶ 44. I am authorized to state that Justice JON P. WILCOX joins this concurrence.
¶ 45. PATIENCE D. ROGGENSACK, J. (dissenting). The majority opinion concludes that because Hutchinson Technology, Inc. (HTI) refused to permit the claimant, Susan Roytek, to work 56 hours every two weeks, rather than the 84 hours every two weeks that she was hired to work, it has unreasonably failed to accommodate her disability; and therefore, HTI has discriminated against her in violation of the Wisconsin
I. BACKGROUND
¶ 46. Roytek was hired by HTI in June of 1998 in the photoetch department as a photoetch operator. When she was hired, she was told that HTI operated 24 hours per day, seven days a week. HTI explained that it had determined that operating in 12-hour shifts, four shifts one week and three shifts on the next, met the needs of HTI to increase production by fully utilizing its equipment and it also met the preference of HTI‘s employees who were asked whether they preferred to work eight-hour shifts five days each week or 12-hour shifts, three or four days per week. She accepted the position, which involved rotating through four types of work throughout each shift: inspection, shearing, bookwork and work in the bay.2 Prior to being hired by
¶ 47. Roytek worked the 12-hour shifts for approximately three months, until mid-September of 1998, when she took a medical leave of absence, not returning until November of that year. When she returned, she had a note from her treating physician stating that she could work only six-hour shifts so at that time, she worked 42 hours every two weeks. In January of 1999, her treating physician increased her work time to an eight-hour shift and then she worked no more than 56 hours every two weeks.3 Full-time employees in the photoetch department worked 84 hours every two weeks. HTI employs no part-time employees. However, HTI permitted Roytek to continue her employment with the expectation that she would resume the required 12-hour shifts, when her back condition improved.
¶ 48. In the early summer of 1999, one of the physicians who had examined Roytek gave his professional opinion that she could work no more than eight hours per shift on a permanent basis. When HTI learned that Roytek would never be able to work full-time, it terminated her.
II. DISCUSSION
A. Standard of Review
¶ 50. Questions of statutory interpretation and application, which when decided by an administrative agency, such as LIRC, may be given deference at one of three levels: great weight deference, due weight deference, or no deference in a de novo review. UFE Inc. v. LIRC, 201 Wis. 2d 274, 284, 548 N.W.2d 57 (1996). As will be explained below, LIRC did not interpret the dispositive
¶ 51. In order to state a claim for a WFEA violation based on a disability, Roytek must state an accommodation that satisfies
¶ 52. Whether an employee has stated an accommodation presents a question of law on which courts have extensive experience; therefore, we owe no deference to LIRC. See Anderson v. LIRC, 111 Wis. 2d 245, 253, 330 N.W.2d 594 (1983) (applying a de novo standard of review to LIRC‘s decision interpreting a WFEA provision); Harrison v. LIRC, 211 Wis. 2d 681, 685, 565 N.W.2d 572 (Ct. App. 1997) (applying a de novo standard of review to the question of whether Harrison‘s complaint stated a claim under WFEA).
B. Roytek‘s WFEA Discrimination Claim
1. Introduction
¶ 53. Roytek must establish that she has a disability and that a reasonable accommodation for that disability is available. Majority op., ¶ 35. I agree that in Wisconsin, Roytek has a disability under long-established case law. City of La Crosse Police & Fire Comm‘n v. LIRC, 139 Wis. 2d 740, 752, 407 N.W.2d 510 (1987). However, where I part company with the majority is in its implicit conclusion5 that Roytek has shown an accommodation by working eight hours per day, three days one week and four days the next, because her suggestion is not an accommodation, under
¶ 54. In my view, the majority opinion misinterprets the statute in two fundamental ways. First, it does not recognize the connection between
¶ 55. Second, the majority opinion ignores the valid business decision of HTI to increase production by using its equipment 24 hours per day, and in so doing, it negates the protections afforded an employer to make such a decision under
2. WFEA
¶ 56. I interpret
¶ 57. In order to accurately assess whether Roytek has stated a claim for a WFEA violation based on a disability, it is necessary to understand the interaction between two provisions of WFEA,
¶ 58. WFEA did not protect disabled persons from discrimination until 1965. Ch. 230, Laws of 1965. A provision substantially similar to
¶ 59. In the 1981-82 legislative session, WFEA was revised, in part due to our decision in American Motors Corp. v. DILHR, 101 Wis. 2d 337, 305 N.W.2d 62 (1981), which addressed a religious discrimination claim. Those revisions included what is now
3. Application of WFEA to Roytek‘s claim
¶ 60. As I have noted above, analysis of a WFEA claim involves three steps: (1) The employee must
¶ 62. Here, Roytek proved she has a disability under WFEA. However, she did not prove an “accommodation” under
¶ 63. The majority opinion relies extensively on our decision in Crystal Lake Cheese Factory v. LIRC, 2003 WI 106, 264 Wis. 2d 200, 664 N.W.2d 651, where we held that it was a reasonable accommodation without hardship to the employer to require the employer to retain an employee who could not do all the tasks that she had been hired to perform. Id., ¶ 51. We concluded that the employer was required to partially reassign the employee‘s duties to two of the three other employees in the disabled worker‘s department because those employees said they would complete the tasks that the disabled worker could not perform. Id., ¶ 78. Additionally, the employer had not shown that the requested physical modification necessary to accommodate a wheelchair was a hardship. Id., ¶ 80.
¶ 64. It is important to note that the majority decision here goes far beyond our conclusions in Crystal Lake because Crystal Lake focused on the tasks that comprised the job that the disabled worker was hired to perform. Id., ¶ 70. In Crystal Lake, we concluded that because the tasks the job required would continue to be fully accomplished, albeit not all by the disabled employee, what the employee offered was a reasonable accommodation. Id., ¶ 78. In other words, the valid management decision the employer made about what tasks it needed done, got done.
¶ 65. Here, by contrast, HTI made a valid management decision to increase production by implementing 12-hour shifts, two per day. Roytek suggested an eight-hour work schedule, which may seem to be an accommodation from her perspective because she could do it. However, it is not a statutory accommodation,
¶ 66. Furthermore, if the accommodation to work less than a full shift is held to be sufficient to meet the employee‘s burden under
¶ 67. The majority also relies on HTI‘s permitting Roytek to work partial shifts while her back condition was improving to support its conclusion that HTI should be required to continue with shortened shifts on a permanent basis. Majority op., ¶ 35. This conclusion appears to be based in part on the court of appeals decision in Target, which in my view, the majority misinterprets.
¶ 68. In Target, the employee was cited by Target for repeatedly sleeping on the job. Management suggested that she see a physician to determine why she kept dosing off at work. She did so and learned she had a type of sleep apnea. The physician suggested treatments, which the employee began. However, shortly
¶ 69. The court of appeals agreed with LIRC. However, it did not require a permanent change in expectations in regard to the employee‘s not sleeping on the job, but rather a “temporary accommodation to permit medical treatment which, if successful, will remove the difficulty in performing the job-related responsibility.” Id. at 19. Here, the majority permits a permanent disregard of the employer‘s business decision about how to increase production. In so doing, the majority uses HTI‘s forbearance from termination while Roytek was attempting to resolve her back condition against HTI. This puts employers between the proverbial rock and a hard place: Target requires an employer to wait a reasonable time when an employee is being treated to resolve a medical condition and the majority opinion herein concludes that an employer who waits to see if a medical condition will resolve, will have that used against it, if the condition becomes permanent and the employee is fired.
¶ 70. Also of importance to the case at hand is the court of appeals explanation in Target of the interrelationship between
When read together, the only reasonable construction of these two provisions is that the purpose of reasonable accommodation is to enable employees to adequately undertake job-related responsibilities.
Id. at 17 (emphasis added). The relationship between these two statutes is the issue here too, but the majority‘s interpretation ignores it. In so doing it cancels
¶ 71. It is interesting to note that the majority says:
We begin by recognizing the important role that management prerogatives play in the success of a business. This court has stated that “it is necessary to preserve the freedom of private enterprise to manage its business as it sees fit.” Libby, McNeill & Libby v. WERC, 48 Wis. 2d 272, 280, 179 N.W.2d 805 (1970) [additional citations omitted]. We are mindful that a business must have the right to set its own employment rules to encourage maximum productivity.
Majority op., ¶ 29. However, these are hollow assurances because after the release of the decision in this case, no employer will be able to say that a certain number of hours must be worked in a shift or that it will use its equipment 24 hours per day and seven days a week, if employees and potential employees have notes from their doctors that say that those individuals have disabilities that prevent them from working more than a stated number of hours in a shift.
¶ 72. This is a sea change in Wisconsin employment law because heretofore employers were not required to forego valid business decisions, such as using
III. CONCLUSION
¶ 73. I conclude no WFEA violation occurred because Roytek‘s offer to continue working only two-thirds of her shift is insufficient to be an “accommodation,” as that term is used in
¶ 74. I am authorized to state that Justice DAVID T. PROSSER joins this dissent.
Notes
“Individual with a disability” means an individual who:
(a) Has a physical or mental impairment which makes achievement unusually difficult or limits the capacity to work;
(b) Has a record of such an impairment; or
(c) Is perceived as having such an impairment.
If Roytek were to work eight-hour shifts five days per week, HTI‘s equipment would be unused 40 hours every two weeks or 1,040 hours per year.The court shall set aside or modify the agency action if it finds that the agency has erroneously interpreted a provision of law and a correct interpretation compels a particular action, or it shall remand the case to the agency for further action under a correct interpretation of the provision of law.
See also School Dist. of Drummond v. WERC, 121 Wis. 2d 126, 132-33, 358 N.W.2d 285 (1984), which held that “[w]hen the legislature charges an administrative agency to apply and enforce a particular statute as it has with the commission and ch. 111, Stats., the agency‘s construction and interpretation of the statute are entitled to great weight and any rational basis will sustain its practical interpretations.” (Citations omitted).
The modifier, “undue,” for the term, “hardship,” was included in the religious accommodation revisions made during the same legislative session as that in which the disabilities section was revised. However, the word, “undue,” was intentionally deleted from the disability discrimination provisions. Wis. Legis. Council, Information Memorandum 82-17, at 7 (1982). This gave an employer a lower burden in regard to when it must make a reasonable accommodation for a disability as compared with a religious-based accommodation.
The majority opinion erroneously imports the “undue hardship” test from federal law, asserting that “it appears quite clear that there is no real difference in the terms ‘hardship’ and ‘undue hardship,’ since the ‘hardship’ referred to in
If the agency‘s action depends on any fact found by the agency in a contested case proceeding, the court shall not substitute its judgment for that of the agency as to the weight of the evidence on any disputed finding of fact. The court shall, however, set aside agency action or remand the case to the agency if it finds that the agency‘s action depends on any finding of fact that is not supported by substantial evidence in the record.This is very similar to the reasoning in US Airways, where the accommodation must permit the employer‘s job to be done or no accommodation was provided. See US Airways, 535 U.S. at 402.
Employment discrimination because of disability includes, but is not limited to:
(a) Contributing a lesser amount to the fringe benefits, including life or disability insurance coverage, of any employee because of the employee‘s disability; or
(b) Refusing to reasonably accommodate an employee‘s or prospective employee‘s disability unless the employer can demonstrate that the accommodation would pose a hardship on the employer‘s program, enterprise or business.
While
As used in subsection (a) of this section, the term “discriminate” includes— . . . not making reasonable accommodations to the known physical or mental limitations of an otherwise qualified individual with a disability who is an applicant or employee, unless such covered entity can demonstrate that the accommodation would impose an undue hardship in the operation of the business of such covered entity. . . .
Based on our decision in Crystal Lake, 264 Wis. 2d 200, ¶ 46, it appears quite clear that there is no real difference in the terms “hardship” and “undue hardship,” since the “hardship” referred to in
