Appellants Cindy Wine-Settergren and Jay Settergren appeal the dismissal of their personal injury and loss of consortium actions against Robert H. Lamey, Jr., for lack of subject matter jurisdiction. The trial court entered this order pursuant to the exclusivity and subrogation provisions of the Worker’s Compensation Act, which preclude negligence-based actions against those found to be “in the same employ” as the plaintiff at the time of the accidental injury. (R. at 70, citing Ind. Code Ann. § 22-3-2-13 (West 1991).)
The Court of Appeals affirmed.
Wine-Settergren v. Lamey,
Facts
On July 8, 1992, Wine-Settergren and Lamey were both working for radio stations owned and managed by Horizon Broadcasting, Inc., and located in the same building. Wine-Settergren worked as a morning radio personality and news director for WKLR, and Lamey worked as the sports director for WIBC. Wine-Set-tergren had recently returned to work after undergoing nose surgery on or about June 26, 1992, and her nose was still susceptible to further injury by the slightest touch or pressure.
At about 6 a.m. the morning of July 8th, Wine-Settergren and Lamey were both in the Horizon building going about their daily routines. Wine-Settergren took a short break to buy some coffee and crackers from a vending machine. Lamey, while walking in the hallway outside of the small vending machine room, shouted over his shoulder at another co-employee, “[G]et off the phone, get to work.” (R. at 231.) This loud shout surprised Wine-Settergren. She let out a startled gasp, saying “Oh, my God, Bob.” (Id.; Wine-Settergren Dep., R. at 96.) Lamey heard Wine-Settergren’s gasp and, realizing he had startled her, entered the vending machine room to apologize and console her. As Wine-Setter-gren turned around from the coffee machine, Lamey said “Oh, I’m sorry,” and embraced her in a strong hug. (Wine-Settergren Dep., R. at 96.) As he did, he pulled her head into his collarbone, injuring her nose. From this, Wine-Settergren claims permanent pain and suffering, loss of her senses of taste and smell, the need for further cosmetic surgeries to restr-aighten and reshape her nose, and the loss of wages due to the subsequent surgeries. Apparently, Horizon’s worker’s compensation insurance carrier paid for nearly all of her medical bills, but Wine-Settergren has never appeared before a Worker’s Compensation Board or filed a worker’s compensation claim.
I. Standard of Review
The trial court has considerable latitude in devising procedures to ferret out the facts pertinent to jurisdiction and in weighing that evidence to resolve factual disputes affecting the jurisdictional determination.
Perry v. Stitzer Buick GMC,
*384
lnc.,
II. “In the Same Employ”
The Worker’s Compensation Act states that the compensation it provides to employees exclude all other rights and remedies available to them for accidental personal injury or death arising out of and in the course of their employments. Ind.Code Ann. § 22-3-2-6 (West Supp.1997);
Evans v. Yankeetown Dock Corp.,
A. Two Interpretations of “In the Same Employ”
As the Court of Appeals noted, there are two lines of Indiana Court of Appeals cases interpreting the phrase “in the same employ.” Wine-Settergren, 654 N.E.2d at -.
One line, exemplified by
Martin v. Powell,
Under this approach, certain non-job related actions, such as horseplay and sexual harassment, have been found not to have the necessary causal connection to the co-employee defendant’s employment, thus making her “not in the same employ” and vulnerable to suit.
E.g., Fields,
The other line of cases, exemplified by
Weldy v. Kline,
As currently interpreted, the Weldy test, instead of focusing on the actions of the co-employee defendant, reviews only the actions of the injured plaintiff and asks whether the defendant, if he had received rather than caused the injury, could recover similar benefits from the plaintiffs employer. For example, the defendant in Weldy caused the plaintiff widow’s husband to drown by throwing him into a pool while at an after-work party sponsored by the employer for its employees. The Weldy panel applied its “in the same employ” standard, noting that both men
worked in the kitchen at the Holiday Inn and both attended the party given by their mutual employer. As employees they were identically situated. Should the positions have been reversed, Weldy would have been able to obtain compensation benefits to the same extent as Kline. We can think of no clearer case of someone ‘in the same employ.’
Weldy,
[Wine-Settergren and Lamey] both worked for Horizon and were similarly situated radio personalities. If the situation had been reversed, Lamey would have been able to obtain worker’s compensation benefits to the same extent as Wine[-Settergren]. Hence, worker’s compensation is Wine[-Settergren]’s exclusive remedy and the trial court lacked subject matter jurisdiction....
Wine-Settergren, 654 N.E.2d at ---.
By analyzing only the actions of the victim in determining whether she and the defendant were “in the same employ,” this interpretation of the Ward test effectively equates “in the same employ” with merely “having the same employer.” Once the defendant has shown that the plaintiff could receive or has received worker’s compensation for her injury, we cannot think of an instance where the defendant would be subject to suit under this test if he and the plaintiff were also co-employ *386 ees. Nor could there be such an instance. By placing the defendant in the shoes of plaintiff and stating that the plaintiffs injuries are compensable under the Act, 2 the defendant has, under Weldy’s test, been found “in the same employ.”
The major difference between the two lines of cases is their focus: one incorporates a review of the co-employee tortfea-sor’s actions, the other looks only at the plaintiffs actions, effectively analyzing only whether the two employees shared a common employer. Our determination of the appropriate interpretation of “in the same employ,” therefore, turns on which focus we find appropriate.
B. The Proper Interpretation of “In the Same Employ”
This Court has never formally interpreted the phrase “in the same employ” in the worker’s compensation statute.
3
In
Baker v. Westinghouse Elec. Corp.,
[I]f the tortfeasor co-worker was not acting in the course of his employment at the time he inflicted the injuries, then he is not considered to be 'in the same employ’ as the sufferer.... In such a case, the sufferer may not only collect workers [sic] compensation but may also bring suit against the tortfeasor coworker pursuant to the claim and subro-gation provisions of Ind. Code Ann. § 22-3-2-13 (West 1991).
Id.
at 1275 n. 6 (citing
Martin,
1. Precedent Supports a Definition that Reviews the Defendant’s Actions.
The two tests, which have been seen as incongruous by various Court of Appeals panels, are actually cut from the same cloth.
Weldy
states, “The test, according to the court in
Ward,
... to determine whether [the parties] were ‘in the same employ' is whether or not the denominated defendant ... could obtain compensation benefits under the same or similar circumstances.”
Weldy,
This is not to say that were these individuals to injure each other while driving on their respective two-week vacations they would be precluded from their common-law remedies. Rather, the test must be that the statutory bar applies *387 only when both employees were in the course of their employments, as determined by whether the denominated defendant could obtain compensation benefits if he were the claimant in the same or similar circumstances.
Id.,
Judge Neal once wisely wrote, “[R]eliance on legal rules or principles without reference to the facts providing the foundation for such rules or principles can distort their meaning.”
Indiana & Michigan Elec. Co. v. Morgan,
2. Legislative Intent Supports a Definition which Reviews the Defendant’s Ac
*388
tions. We also believe that the legislature did not intend for the employment status of the two employees to be the sole determinant of when the litigants are “in the same employ.” In
Evans,
3. Sound Policy Supports a Definition which Reviews the Defendant’s Actions.
A test that reviews the actions of the co-employee, instead of effectively inquiring only into whether the litigants share a common employer, is also supported by sound policy.
First, it must be remembered that the remedies provided in the Worker’s Compensation Act are “in derogation of common law.” It is a well-known principle in Indiana that statutes “in derogation of the common law and are to be strictly construed against limitations on a claimant’s right to bring suit.”
Collier v. Prater,
Second, even the theoretical arguments supporting co-employee negligence immunity do not justify such immunity when the co-employee’s injury-causing actions do not arise out of and occur in the course of his employment. Worker’s compensation was designed as a
quid pro quo
exchange between the employee and the employer. The employer assumed the cost of paying regular and relatively quantifiable amounts under the worker’s compensation system in exchange for obviating the threat of large and unexpected awards. The employee gave up his right to pursue a common law remedy for injuries sustained in work-place accidents in exchange for a certain, although possibly smaller, remedy without litigation.
Evans,
Finally, it would be unreasonable to allow immunity to a tortfeasor simply because he shares a common employer with the plaintiff. As the Court of Appeals said in
Thiellen,
The phrase “in the same employ” must be construed as requiring more than its literal meaning of merely having a common employer. A literal reading would preclude a third party action by an employee who is injured while driving a delivery truck for his employer on a city street against the negligent driver of an automobile who broadsides and injures the employee merely because the negligent driver happens to be a vacationing fellow employee on his way to the airport. That reading is unreasonable.
Id. at 767.
Our understanding of precedent, legislative intent, and policy leads us to conclude that for an employee defendant to be “in the same employ” for purposes of the Act, *389 two things must exist. First, he must be employed by the same employer as the plaintiff. Second, he must have been engaging in actions reasonably related to his employment during a time and under circumstances reasonably incidental to that employment when he accidentally causes the injury. The best way to determine the latter, once the plaintiffs and defendant’s co-employment status is resolved, is with the framework currently in place, i.e., by asking whether the defendant’s actions causing the accidental injury arose out of and occurred in the course of his and the plaintiffs mutual employment. By so holding we standardize the requirements an employee must satisfy to find himself within the ambit of the worker’s compensation act: whether he seeks compensation or immunity, the accidental injury that he either received or caused must have arisen out of and occurred in the course of his employment. 6
C. Was Lamey “In the Same Employ”?
Neither party disputes the fact that Wine-Settergren and Lamey were both employed by the same employer when the accidental injury occurred. Therefore, our review of whether Lamey and Wine-Set-tergren were “in the same employ” turns to whether Lamey’s actions, which resulted in Wine-Settergren’s injury, arose out of and occurred in the course of their mutual 7 employments;
An accidental injury “arises out of employment” when a causal nexus exists between the action causing the injury and the employee’s employment.
Gordon v. Chrysler Motor Corp.,
Maintaining a congenial work environment where employees get along with one another is desired by both the employer and the employees. For the employer, such an environment increases employee productivity and teamwork and decreases employee turnover. For the employees, it increases the amount of enjoyment they have while at their place of business. Wine-Settergren admits that Lamey was attempting to apologize and console her after his shout to another employee unintentionally scared her. While embracing another employee in an apologetic and conciliatory hug may not be found in Lamey’s job description, such actions are ones that could be reasonably expected between co-employees. Counsel for Lamey articulated this sentiment well:
A wide variety of interaction occurs among employees in a work place. Hands are shaken, backs are patted, hugs are given all as part of the natural and habitual activities of employees working together. This kind of activity is as much a part of the employment as the machinery used in the workplace.
(Defendant’s Post H’rg Br. in Supp. of Mot. to Dismiss, R. at 58.)
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Even among co-employees who are not the closest of friends, such actions could be reasonably expected. As Justice DeBruler noted in
Moran v. State,
The “in the course of the employment” requirement refers to the time, place, and circumstances under which the accidental injury occurs, rather than its causation.
Gordon,
Because Wine-Settergren’s injuries arose out of and occurred in the course of the parties’ mutual employment, she and Lamey were “in the same employ” and Wine-Settergren is barred by the Worker’s Compensation Act from bringing a personal injury action against Lamey based upon that accidental injury. Accordingly, the trial court’s dismissal of her claim for lack of subject matter jurisdiction was not clearly erroneous. Its dismissal of Jay Settergren’s loss of consortium claim was also appropriate. Being derivative in nature, a spouse’s loss of consortium claim cannot proceed when the injured spouse’s negligence claim against the same party is barred by the exclusivity provision of the Worker’s Compensation Statute.
Nelson v. Denkins,
We therefore affirm the trial court.
Notes
. In Wine-Seltergren's Deposition she stated that she knew her injuries were accidentally caused, (Wine-Settergren Dep., R. at 130), and that Lamey, by hugging her, did not intend to hurt her,
(id.),
or sexually harass her,
(id.
at 97). Also, in her complaint against Lamey she alleged only that her injuries were the "direct and proximate result of Lamey’s negligence" and did not alternatively allege that Lamey intended to harm her. (Wine-Settergren Complaint, R. at 11, 12.) On appeal, however, Wine-Settergren attempts to characterize Lamey’s act as an "intentional wrongdoing” and an "intentional tort,” (Appellant’s Transfer Br. at 8), which rose to the level of criminal batteiy,
(see
Appellant's Br. at 12), and argues that "[i]t is for the trier of fact to determine what Lamey intended when he assaulted Wine[-Settergren].”
(Id.
at 13.) She is wrong. Whether the injury was accidentally or intentionally caused is one of the issues the trial court must address to determine its own jurisdiction.
Tippmann,
. If the plaintiffs injuries are not compensa-ble under the Act, then the exclusivity provision would not apply and the issue of whether the defendant had been “in the same employ” would be irrelevant.
. In
Witherspoon v. Salm,
. O'Dell involved a car accident between co-employees while on the employer’s premises between shifts. The plaintiff, who had already received worker’s compensation under the theory that the accident arose out of and in the course of her deceased husband's employment, argued that the defendant was not “in the same employ” at the time of the accident because only those in the process of "conducting the employer's business” when an accident occurred were "in the same employ” and thus immune under the Act.
The
O'Dell
court disagreed with the plaintiffs argument, finding that the General Assembly, by adding the phrase "in the same employ” to the Act in 1963, had intended to preserve "co-employee immunity from common-law accidents found to have arisen out of and in the course of employment.”
O’Dell,
. While "in the same employ" denotes review of both parties’ actions, the cases generally only mention the defendant’s. This is because the issue of whether they were "in the same employ” only matters if the injured employee's injuries have already been found to have arisen in the course of and out of her employment. Only then would the Act's exclusivity provision apply to provide the co-employee possible immunity in the first place. If the accidental injury did not so arise, then the exclusivity provision would not apply and the injured employee would be free to bring suit against any tortfeasor whose negligence led to her injury.
. Although the test first enunciated in
O'Dell
and Ward seeks to determine the same thing, its “overly broad” language,
Thiellen,
. Because there is no dispute over the com-pensability of Wine-Settergren’s injuries under the Act, we will assume for purposes of this appeal that her injuries, as they relate to her receiving worker’s compensation from her employer, were accidental (i.e., not intended by either Wine-Settergren or her employer,
Baker,
.To the extent that language in cases such as
Martin
and
Fields
imply otherwise, we disapprove of such language.
See Martin,
. We note that our holding here in no way encourages or finds reasonable acts of sexual harassment in the workplace. As noted previously, Wine-Settergren specifically stated that she did not believe Lamey intended in any way to sexually assault or harass her by hugging her. (Wine-Settergren Depo., R. at 97.) Also, even if such allegations had been made, they would more appropriately be addressed as part of the “by accident,” analysis,
see Tippmann v. Hensler,
