Case Information
*1
In the
United States (Gourt of Appeals
For the Circuit
No. 12-2893 Renee S. Majors, Plaintiff-Appellant, v.
General Electric Company, Defendant-Appellee.
Aัpeal from the United States District Court for the Southern District of Indiana, Indianapolis Division. No. 10-C-1731โLarry J. McKinney, Judge.
ARGUED JANUARY 14, 2013โDECIDED APRIL 16, 2013
Before Easterbrook, Chief Judge, Hamilton, Circuit Judge, and Miller, District Judge.*
Miller, District Judge. Renee S. Majors, a long-time employee at General Electric Company's Bloomington, Indiana plant, filed suit alleging that GE violated the Americans with Disabilities Act, 42 U.S.C. ยง 12101 et seq.,
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and Title VII of the Civil Rights Act of 1964, 42 U.S.C. ยง 2000e et seq., when it denied her temporary and permanent positions to which she was otherwise entitled under the seniority-based bidding procedure the plant used to fill vacant positions. Ms. Majors also alleged that GE retaliated against her, in violation of Title VII, for filing Equal Employment Opportunity Commission charges of discrimination when shะต was denied overtime hours and the opportunity to work "lack of work" Fridays, and that GE constructively discharged her when she elected to retire. The district court granted GE summary judgment on all claims. Ms. Majors appeals that decision with the exception of her Title VII discrimination claim. We affirm.
I. BACKGROUND
Ms. Majors worked at GE's Bloomington plant for 32 years. In 2000, she suffered a work-related injury to her right shoulder that left her limited to lifting no more than twenty pounds and precluded her from work above shoulder level with her right arm. The restrictions were considered temporary at first, but according to her medical file maintained by GE, the restrictions later were determined to be permanent.
The Bloomington GE plant manufactures side-by-sidะต refrigerators. The workforce dropped from 3,000 employees in 2000 to 750-800 employees in 2009. A collective bargaining agreement between GE and the union governs the terms and conditions of employment for the Bloomington plant hourly employees, including Ms. Majors. The CBA requires that vacant temporary or
*3 permanent positions be awarded to the most senior eligible employee who bids on the position. The onsite medical clinic, which is operated by a third party, received notice of a job award. The clinic staff reviews the position and the employee's medical file to decide whether any restrictions affect the employee's ability to perform the pะพsition, and if so, whether the restrictions can be accommodated. The clinic staff informs GE's human resources department whether the employee is medically qualified for the position. The position goes to the next most senior bidder if the employee isn't medically qualified.
Ms. Majors held several different positions at the plant, including a stint as a purchased material auditor from December 2000 to June 2001. She worked as a quality control inspector in Assembly, performing quality audits on refrigerators, from February 2003 until her retirement in October 2009.
In May 2009, Ms. Majors was the senior eligible bidder for a temporary purchased material auditor position. A purchased material auditor inspects, tests, and audits a variety of purchased components and internally manufactured parts for conformance to engineering specifications and quality standards before the component or part is released to production or shipment. The position requires "intermittent movement of heavy objects," which is the focus of this dispute. Lead Occupational Health Nurse Toni Kristoff reviewed the job award and noted that Ms. Majors had permanent lifting restrictions and the job description required intermittent
*4 movement of heavy objects. Ms. Kristoff discussed the position's lifting requirements with Labor Resources Manager Linda Schneider and discovered that lifting more than twenty pounds was an essential function of the position. Consequently, Ms. Kristoff determined Ms. Majors was not medically qualified for that position.
Ms. Majors let management know that she believed she could perform the auditor position. GE further investigated the position's requirements and whether Ms. Majors's lifting restrictions could be accommodated. A group that included Ms. Kristoff, Ms. Schneider, and an ergonomic technical specialist reviewed the auditor job description and visited the work area. The group discussed the position's requirements with a current auditor and the manager of the auditors, both of whom confirmed that lifting parts and material weighing more than twenty pounds was an essential function of the position. Ms. Schneider and the ergonomic specialist wะตighed objects the auditor had to lift and confirmed the objects weighed more than twenty pounds. A nurse practitioner reviewed and corroborated Ms. Kristoff's conclusion that Ms. Majors wasn't medically qualified for the position. Ms. Kristoff and the ergonomic specialist discussed the position's lifting requirements with Ms. Majors, who suggested that a material handler could do the lifting. Ms. Majors testified in her deposition that she repeatedly told Ms. Kristoff that the lifting restrictions no longer limited her.
GE decided Ms. Majors couldn't perform an essential function of the auditor position because of her per-
*5 manent lifting restrictions, and the company gave the job to the next most senior eligible bidder. Ms. Majors filed a charge of discriminะฐtion with the EEOC on May 22, 2009 alleging she was denied the temporary auditor position because of her disability (in violation of the ADA) and her sex (in violation of Title VII).
Ms. Majors claims that as a result of filing her EEOC charge, she was denied overtime hours and the opportunity to work on "lack of work" Fridays. A "lack of work" day occurs when no production is scheduled at the plant and few employees are scheduled to work. Ms. Majors emphasizes the difference between her overtime hours worked and "lack of work" Friday assignments compared to those of three other quality control inspectors at the plant and her replacement. In 2009, GE offered a special early retirement program thะฐt required eligible employees to elect to participate by August 31, 2009. Ms. Majors claims that seven days before the deadline, shortly after returning from her mother's funeral, she chose to participate in the program and retire in November 2009 due to the discrimination and retaliation.
In October, after she had elected to retire but before her retirement began, Ms. Majors applied for and, as the senior eligible bidder, was awarded a permanent auditor position. Ms. Kristoff again reviewed the award and confirmed with the auditor supervisor that the position's lifting requirements hadn't changed. Ms. Kristoff determined Ms. Majors wasn't medically qualified for the auditor position, and the job went to the next most senior eligible bidder.
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Ms. Majors filed a second charge of discrimination on March 30, 2010 alleging that she was denied the permanent auditor position because of her disability and sex. Ms. Majors also alleged retaliation and constructive discharge. Ms. Majors filed suit, alleging that by not awarding her either the temporary or permanent auditor position, GE discriminated against her in violation of the ADA and Title VII. Ms. Majors claimed GE retaliated against her, violating Title VII, by denying her overtime hours and the chance to work Fridays that were "lack of work" days. Ms. Majors also alleged GE constructively discharged her when she retired. The district court granted GE summary judgment as to all of Ms. Majors's claims, and Ms. Majors appeals the district ัourt's decision with the exception of her Title VII discrimination claim.
II. STANDARD OF REVIEW
We review a district court's decision to grant summary judgment de novo. Goetzke v. Ferro Corp.,
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Goetzke v. Ferro Corp.,
III. DISCUSSION
A. ADA Discrimination
Ms. Majors first contends the district court improperly granted summary judgment on her claim that GE discriminated against her when she wasn't promoted to a purchased material auditor position due to her permanent work restrictions. The ADA proscribes an employer from "discriminat[ing] against a qualified individual on the basis of disability" in job application procedures and in the hiring or advancement of employees. 42 U.S.C. ยง 12112(a). Depending on the issues raised by a summary judgment motion, an ADA plaintiff must identify a genuine issue of material fact as tะพ whether (1) she is disabled; (2) she is able to perform the essential functions of the job either with or without reasonable accommodation; and (3) she suffered an adverse employment action because of her disability. Povey v. City of Jeffersonville, Ind.,
*8 Disability is defined as "(A) a physical or mental impairment that substantially limits one or more major life activities of [the] individual; (B) a record of such an impairment; or (C) being regarded as having such an impairment." 42 U.S.C. ยง 12102(1). Ms. Majors applied for and was denied the purchased material auditor positions in 2009, so the amended ADA applies to Ms. Majors's allegations. Lifting is a major life activity under today's law. 42 U.S.C. ยง 12102(2)(A); ADA Amendmะตnts Act of 2008, Pub. L. No. 110-325, 122 Stat. 3553 (2008). Relying on pre-amendment case law, [1] the district court concluded that a physical impairment that resulted in a permanent twenty pound lifting restriction didn't substantially limit Ms. Majors's lifting ability. Ms. Majors argues that the amendments broadened the scope of the ADA's definition of disability, so we should disregard pre-amendment precedent and reconsider whether a permanent twenty pound lifting restriction is a substantial limitation. At her deposition, however,
*9 Ms. Majors testified that she wasn't limited by the twenty pound lifting restriction, and in her summary judgment response, she conceded that the lifting restriction didn't apply to her. We don't need to decide whether Ms. Majors has a disability, though, because there was no issue of fact as tะพ whether Ms. Majors was a qualified individual, entitling GE to summary judgment on the ADA claim.
A qualified individual under the ADA is a person with a disability who is able to perform the essential functions of the job either with or without reasonable accommodation. 42 U.S.C. ยง 12111(8); see also Lloyd v. Swifty Transp., Inc.,
First, "[t]o determine whether a job function is essential, we look to the employer's judgment, written job descriptions, the amount of time spent on the function, and the experience of those who previously or currently hold the position." Rooney v. Kะพch Air, LLC,
*10 position and the manager of the others holding the position both confirmed that lifting parts and material weighing over twenty pounds is an essential part of the job. GE's labor resources manager and an ergonomic technical specialist weighed objects a purchased material auditor would be rะตquired to lift, such as compressors and boxes of screws, and verified that the objects weighed more than twenty pounds. A second nurse reviewed and confirmed Ms. Kristoff's conclusion that Ms. Majors wasn't medically qualified for the position. We agree with the district court that lifting objects weighing more than twenty pounds is an essential function of the purchased material auditor position.
As a result of Ms. Majors's permanent restriction prohibiting her from lifting more than twenty pounds, Ms. Majors couldn't perform an essential function of the auditor position without accommodation. Ms. Majors bears the burden of establishing that she could perform the essential functions of the position with or without reasonable accommodation, and can't meet this burden if the only accommodations suggested were unreasonable. Gratzl v. Office of Chief Judges of 12th, 18th, 19th, & 22nd Judicial Circuits,
The only accommodation Ms. Majors proposed was to have a material handler lift the heavy objects for her. [2] To have another employee perform a position's essential
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function, and to a certain extent perform the job for the employee, is not a reasonable accommodation. Cochrum v. Old Ben Coal Co.,
Ms. Majors frames her argument as a failure to accommodate claim, alleging that GE failed to provide her a reasonable accommodation. She argues that GE had the burden to prove that her proposed accommodation of another employะตe's doing the heavy lifting would be an undue hardship on the business. This argument ignores that this record won't allow a finding that she is a qualified individual. An ADA plaintiff can establish
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discrimination by showing the employer failed to accommodate the employee, but she first must establish that she is a qualified individual with a disability. Hoffman v. Caterpillar, Inc.,
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Judges,
Ms. Majors further argues that the process to determine whether a reasonable accommodation existed was not interactive, that GE flatly rejected her proposed accommodation and didn't suggest a counter-proposal, and that GE didn't consider the use of lifting devices as an accommodation. An interactive process between the employer and the employee is meant "to determine the appropriate accommodation for a qualified individual with a disability." Jackson v. City of Chicago,
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Finally, Ms. Majors contends that GE's reason for not awะฐrding her the auditor position was pretextual.
[5]
If a plaintiff establishes a prima facie case of discrimination under the ADA, the employer must offer a lawful, nondiscriminatory reason for its adverse employment action. Amadio v. Ford Motor Co.,
B. Title VII Retaliation
Ms. Majors argues that the district court erred by granting summary judgment on her retaliation claim.
*15 She maintains that after she filed her May 22, 2009 EEOC charge, GE subjected her to retaliation by denying her overtime hours and the opportunity to work certain Fridays known as "lack of work" days.
We first must determine the scope of Ms. Majors's retaliation claim.
[6]
GE argues that Ms. Majors's claim is limited to GE's conduct beginning 300 days before her March 30, 2010 EEOC discrimination charge was filed. A plaintiff must file a charge of discrimination with an appropriate agency before she can file a lawsuit invoking the protections of Title VII. 42 U.S.C. ยง 2000e-5(e)(1); Laouini v. CLM Freight Lines, Inc.,
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Coca-Cola Bottling Co. of Chicago,
Ms. Majors counters that GE's conduct was a pattern and practice, so her claim isn't limited by the statute of limitation. A pattern and practice claim requires proof of discrimination against a protected group, Puffer v. Allstate Ins. Co.,
A Title VII plaintiff can prove retaliation under either the direct or indirect method. Nichols v. Southern Illinois Univ.-Edwardsville,
*17 in statutorily protected activity. Id. at 785. Ms. Majors claims she can prove GE retaliated against her under both methods.
The parties don't dispute that Ms. Majors engaged in a protected activity when she filed a charge of discrimination with the EEOC. Ms. Majors claims her job performance was rated as satisfactory, and that she was subject to an adverse employment action when GE denied her overtime hours and the opportunity to work "lack of work" Fridays. The parties dispute whether Ms. Majors has established a causal link between the protected activity and the adverse employment action or offered evidence of similarly situated employees.
Ms. Majors first points to the closeness in time between the date she filed the EEOC charge and the alleged retaliation. She argues that she received less overtime hours and "lack of work" Friday assignments than other quality control inspectors in the plant from June to October 2009, โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโa time period that began less than two weeks after she filed the EEOC charge and ended when she retired. Closeness in time between the protected activity and the adverse employment action is evidence of the causal link between the two events, Lang v. Illinois Dep't of Children & Family Servs.,
*18 Ms. Majors emphasizes the difference between the actual overtime hours and "lack of work" Fridays she worked compared to other inspectors and her replacement. From June through October 2009, Ms. Majors worked 14.6 overtime hours. For comparison, Ms. Majors cites the overtime hours, from the same time period, of three people holding inspector positions: Ricky May, 147.6; Rodney Ira, 139.6; and Barry Taylor, 11.9. Her replacement, Cheryl Abram, worked 75.1 overtime hours frะพm June to October 2010. Quality control inspectors worked the following number of Fridays from June to October 2009: Ms. Majors, three; Mr. May, five; Mr. Ira, seven; and Mr. Taylor, five. During the same time period in 2010, Ms. Majors's replacement, Ms. Abram, worked fourteen Fridays.
Comparison of the overtime hours and "lack of work" Fridays Ms. Majors worked in 2009 to those her replacement worked the following year establishes only that Ms. Majors was assigned fewer hours than her replacement. Many other factors, including the lapse in time, might have caused the disparity between the numbers. A more valuable comparison can be made between Ms. Majors's overtime hours and those worked by other quality control inspectors in the plant during the sะฐme period of time. A startling difference emerges among the overtime hours assigned quality control inspectors Mr. May (147.6) and Mr. Ira (139.6) and those assigned to Ms. Majors (14.6) and Mr. Taylor (11.9). Ms. Majors had significantly fewer overtime hours than Mr. May and Mr. Ira, but her hours were slightly higher than Mr. Taylor's hours (14.6 compared to 11.9). Ms. Majors
*19 worked the fewest "lack of work" Fridays among the quality control inspectors (three compared to five and seven), but that discrepancy is marginal. A calendar shows there were twenty-two Fridays from June to October 2009, but the summary judgment record doesn't reveal the number of "lack of work" Fridays during that period. One quality control inspector worked more than twice the number of Fridays Ms. Majors worked-seven compะฐred to three-and two quality control inspectors worked two additional days.
When examined in context, the assignment to Ms. Majors of less overtime hours than two of her coworkers and fewer "lack of work" Fridays than three of her coworkers during the months after she filed an EEOC charge doesn't amount to sufficient evidence to support an inference of causation. Ultimately, Ms. Majors argues that the adverse employment action itself is evidence of a causal link between Ms. Majors's protected activity and the adverse employment action, receiving less overtime hours and "lack of work" Fridays. "There is no bright-line rule as to the amount of evidence necessary to survive summary judgment under the direct method," Tomanovich v. City of Indianapolis,
Employees typically are similarly situated if they had the same supervisor, were subject to the same employment standards, and engaged in similar conduct. South
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v. Illinois Env't Prot. Agency,
Ms. Majors held a quality control inspector position in 2009, and she argues that all quality control inspectors in the Bloomington plant were similarly situated employees, especially her replacement, Cheryl Abram. Ms. Majors offers no evidence that all the inspectors were similarly situated employees, or why her replacement in particular was similarly situated. GE contends that Ms. Majors was the only inspector who reported to her supervisors, Gary Hamilton and Amine Karoud, and the only inspector in her cost center and area of the ัlant. According to GE, two quality control inspectors Ms. Majors uses as comparators (Ricky May and Rodney Ira) had different job classifications than Ms. Majors, Barry Taylor, and Cheryl Abram; neither party presented any evidence about the difference between the job classifications. Ms. Majors didn't suggest the other quality control inspectors had the same supervisor or offer any other common attribute among the quality control inspectors. Ms. Majors has pointed to no evidence, apart from the job title, to support her contention that the employees were similarly situated
*21 to her or that would allow a reasonable trier of fact to conclude that GE treated othะตr inspectors differently than Ms. Majors. Accordingly, we agree with the district court that Ms. Majors's retaliation claim can't survive summary judgment under the indirect method of proof.
We agree with the district court that Ms. Majors has offered no evidence that would allow her retaliation claim to survive summary judgment under either the direct or indirect method of proof. [7]
Ms. Majors also asserts that the difference between the hours worked by Ms. Majors, her replacement, and other inspectors at the plant is evidence of pretext. Ms. Majors argues that evidence of pretext, when combined with temporal proximity, is sufficient additional evidence of causation to survive summary judgment under the direct method, and cites Third and Tenth Circuit case law to support her argument. Farrell v. Planters Lifesavers Co.,
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defendant has the burden to offer a non-discriminatory reason for the adverse employment action, typically after the plaintiff establishes a prima facie case of retaliation. Nichols v. Southern Illinois Univ.-Edwardsville,
With respect to the discrepancy found in the time records, GE claims that the CBA directs the procedure used to distribute overtime hours among hourly employees. GE groups employees who perform similar work into a cost center. According to GE, the cost center's supervisor has the discretion to determine whether overtime is required and the employees who will perform the work. GE claims that Ms. Majors's supervisors decided that overtime and "lack of work" Fridays were unnecessary, and they were trying to control costs. GE says the CBA requires that the distribution of overtime hours be equalized among the employees within a job classification on the same shift in the cost center. According to GE, hourly employees don't work on a "lack of work" day unless the employee is brought in for a specific purpose such as preventative maintenance, and the Bloomington plant experienced many "lack of work" days in 2009. GE claims the reason for the inconsistency in the overtime assignments was that Mr. May and Mr. Ira, although quality control inspectors, had a different job classification (9018), while Ms. Majors and Mr. Taylor were both within the job classification 9014. GE's explanation constitutes a non-discriminatory
*23 reason for the overtime hour and "lack of work" Friday assignments reflected in the time records.
An employer's proffered non-discriminatory reason for the adverse employment action is pretextual if it was a lie. Gates v. Caterpillar, Inc.,
GE's time records alone don't prove that GE didn't abide by the CBA as Ms. Majors claims. GE's explanation that the distribution of overtime hours is equalized under the CBA among employees within a job classification, and the quality control inspectors with the most overtime hours had a different job classification than Ms. โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโMajors isn't patently false. Ms. Majors claims it isn't true, but offers nothing more. While GE didn't offer further details about why certain inspectors had different job classifications, it is Ms. Majors, the nonmoving party, who must set forth sufficient evidence to survive summary judgment, and she has only offered
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conclusory statements that the summary judgment record doesn't support. See Albiero v. City of Kankakee,
C. Constructive Discharge
Finally, Ms. Majors contends summary judgment was inapprะพpriate for her claim that she was constructively discharged when she retired early due to extreme stress. On August 24, 2009, Ms. Majors chose to participate in a special early retirement program and retire in November of that year. The special early retirement option was a part of the national CBA and was offered to GE employees who were 55 years old or older and had worked for GE for twenty-five years or more. Eligible employees had to apply for the program by August 31. Ms. Majors contends she was under extreme stress and her working conditions were intolerable because she was denied the temporary auditor position, had been denied the opportunity to work overtime and "lack of work" Fridays, and was required to decide whether she would opt into the early retirement program within days of returning from her mother's funeral.
Ms. Majors doesn't contend, however, that GE's conduct violated any federal law, and she doesn't cite any rule of law that says an employer can't require an employee to make a decision about an early retirement program because the employee is under extreme stress.
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We note that GE's decision not to award Ms. Majors the temporary purchased material auditor position was not the result of discrimination and GE's decision not to assign additional hours to Ms. Majors was not retaliation. Ms. Majors wasn't constructively discharged when she decided to retire early, and summary judgment was appropriate.
IV. CONCLUSION
For the forgoing reasons, we affirm the district court's entry of summary judgment in favor of GE on all claims.
NOTES
Notes
* The Honorable Robert L. Miller, Jr. of the Northern District of Indiana, sitting by designation.
The district court cited Serednyj v. Beverly Healthcare, LLC,
Ms. Majors hasn't argued on appeal that GE, to provide a reasonable accommodation, had to "try and see" if she could perform the purchased material auditor job despite her medical records.
Circumstances might exist when employees working in teams are able to share duties among themselves, so that such sharing might be a form of reasonable accommodation. See Miller v. Illinois Dep't of Transp.,
The amendments to the ADA clarified that employers needn't provide reasonable accommodation to a "regarded as" disabled individual. 42 U.S.C.
. Before the amendments, the statute was silent, and we hadn't resolved whether such a duty existะตd for "regarded as" disabled individuals. Powers v. USF Holland, Inc.,
(...continued) don't decide whether an employer must provide a reasonable accommodation to an individual with a "record of" disability because Ms. Majors can't establish that a reasonable accommodation existed. The analysis need not proceed to whether the employer was required to accommodate Ms. Majors with a hypothetical reasonable accommodation.
As evidenัe of pretext, Ms. Majors contends that she repeatedly told management that her lifting ability was no longer restricted, and the company failed to re-evaluate the permanency of her restriction. Ms. Majors received a permanent partial impairment rating and corresponding cash payment in 2001 when her worker's compensation claim was closed. If the doctor has given an employee a permanent work restriction and the employee has โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโbeen paid worker's compensation benefits based on a permanent restriction, the employee's lay opinion that the restriction should no longer apply isn't sufficient to raise a genuine issue of mะฐterial fact.
Ms. Majors's complaint asserted her retaliation claim under Title VII and not the ADA. Although the standards and elements of retaliation claims under Title VII and the ADA are similar, Talanda v. KFC Nat'l Mgmt. Co.,
Because Ms. Majors didn't establish a prima facie case of retaliation under either the direct or indirect method, we need not reach GE's argument (that the district court didn't address) that Ms. Majors's retaliation claim lacked merit because she didn't offer any evidence that her supervisors, who were responsible for the retaliatory conduct, were aware that she had filed an EEOC charge of discrimination.
