Case 1401247/2019 · Employment Tribunal
In person For the v Respondent — 2021
- Case reference
- 1401247/2019
- Decision date
- 27 October 2021
- Jurisdiction
- England & Wales
- Panel members
- Ms R Hewitt-Gray, Mr G Jones
Parties
1 namedClaimant
In person For the
Respondent
- —
Key findings
Tribunal's reasoningMs Victoria Schulberg worked for Marks and Spencer Plc from 21 November 2004 until her summary dismissal for gross misconduct on 10 December 2018. The tribunal accepted that she had rheumatoid arthritis, diagnosed in 2015, and that this amounted to a disability. It found that the respondent knew of her condition and that her role involved prolonged standing, which placed her at a disadvantage. The evidence showed that the respondent had discussed adjustments with her, including seated work, breaks, swapping to other duties, and consideration of occupational health recommendations.
The dismissal arose from two incidents in November 2018. First, the claimant bought boots online using her staff discount and then received a full cash refund in store without disclosing the discount. Second, on 13 November 2018 she left the Crownhill store with groceries after a contactless card payment for the balance above the card limit had not gone through. The tribunal found that the respondent genuinely believed she had acted dishonestly, had reasonable grounds for that belief, and had carried out a fair investigation and disciplinary process. It also found that the appeal was a proper rehearing. Applying section 98(4) ERA 1996 and the Burchell approach, the tribunal held that dismissal was within the band of reasonable responses and dismissed the unfair dismissal claim.
On harassment, the claimant relied on meetings in which her health was discussed, a discussion of her condition with a colleague, an alleged challenge to her diagnosis, and the October 2018 return-to-work meeting. The tribunal rejected those allegations, finding the questions were normal and appropriate management enquiries, the diagnosis challenge was not proved, and the discussion of her condition with a colleague did not have the proscribed effect. It also held that, even if some conduct had occurred, it was not reasonable for it to be regarded as violating her dignity or creating a hostile environment. The harassment claim was dismissed, and the tribunal held in any event that it was out of time.
On reasonable adjustments, the claimant relied on the need to avoid prolonged standing and sought open-toed footwear, a chair at the customer service desk, and more freedom to sit or move away from the shop floor. The tribunal held that the respondent had already put in place reasonable adjustments, including breaks, seated duties, and the ability to swap to other areas. It accepted that open footwear posed an injury risk in the working environment and that a chair at the customer service desk was not a reasonable step given the space constraints, especially because other adjustments were already working. It therefore dismissed the reasonable adjustments claim and, separately, held that it was out of time and that there was no basis to extend time on a just and equitable basis.
Claims and outcomes
3 findings recorded| Claim type | Issue or finding | Outcome | Protected characteristic | Award |
|---|---|---|---|---|
| Unfair dismissal | Dismissed on the merits; the tribunal found the respondent genuinely believed the claimant had committed gross misconduct, had reasonable grounds for that belief, carried out a fair investigation and appeal, and dismissal fell within the band of reasonable responses. | Dismissed | — | — |
| Harassment | Dismissed; the tribunal found the alleged conduct did not amount to harassment related to disability, and in any event the claim was presented out of time. | Dismissed | Disability | — |
| Disability discrimination | This was the reasonable adjustments claim. The tribunal held the duty was engaged but found the respondent had already taken reasonable steps and that the specifically requested open-toed footwear and a chair at the customer service desk were not reasonable in the circumstances; the claim was also out of time. | Dismissed | Disability | — |
Legal tests applied
19 references- s.98(2)(b) ERA 1996
- s.98(4) ERA 1996
- British Home Stores Ltd v Burchell
- Iceland Frozen Foods Ltd v Jones
- Sainsbury's Supermarkets Ltd v Hitt
- Polkey v A E Dayton Services Ltd
- Taylor v OCS Group Ltd
- Adeshina v St George's University Hospitals NHS Foundation Trust
- Equality Act 2010 ss.20-21
- Environment Agency v Rowan
- Equality Act 2010 s.26
- Equality Act 2010 s.136
- Reverend Canon Pemberton v Inwood
- Richmond Pharmacology v Dhaliwal
- Matuszowicz v Kingston upon Hull City Council
- Equality Act 2010 s.123
- Robertson v Bexley Community Service
- Abertawe Bro Morgannwg University Local Health Board v Morgan
- British Coal v Keeble
Official outcome judgment PDF
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