Case 3303409/2021 · Employment Tribunal
Ms K Zena v Verifone UK Ltd — 2023
- Case reference
- 3303409/2021
- Decision date
- 6 March 2023
- Jurisdiction
- England & Wales
- Judge
- Employment Judge Quill
- Venue
- Watford
- Panel members
- Mr A Wimbor, Ms M Harris
Parties
2 namedClaimant
Ms K Zena
Respondent
Key findings
Tribunal's reasoningMs K Zena joined Verifone UK Ltd on 29 July 2015 as Europe regional controller and later became EMEA financial controller. The tribunal found that in early September 2020 Mr Rebain decided to retain Dawid Makowski after his resignation by moving the claimant's duties from Uxbridge to Warsaw and giving those duties to him in a new role, while keeping the work itself more or less the same. It rejected the respondent's case that the dismissal flowed from a general redundancy situation or from the August 2020 financial review, and found that the 27 September 2020 business case showed the claimant's role alone at risk and Mr Makowski in the proposed Warsaw role.
The tribunal held the unfair dismissal claim was well founded. It found the October 2020 consultation meetings were not a genuine opportunity for the claimant to influence the outcome and that the respondent had planned how to handle questions about relocation to Poland and about Mr Makowski. The dismissal was therefore unfair, and the later appeal did not cure that unfairness because Ms Wiersma was not treated as a genuinely separate appeal officer and the appeal investigation was not carried out with an open mind. Remedy, including Polkey, was left to a later hearing.
The direct race discrimination claim was dismissed. Although the claimant was black and Mr Makowski was not, the tribunal found the relevant comparators were not materially similar and concluded that the burden of proof under s.136 EqA did not shift on the dismissal and redundancy allegations. It also rejected the complaint about the termination payment, finding that the respondent had already decided not to replicate the enhanced redundancy terms used in the 2018 restructuring for 2020 and 2021 reorganisations, so race played no part.
The wages and breach of contract claims about RSU-related cash equivalents also failed. The tribunal accepted the respondent's explanation that the payslips and its schedule were consistent with cash equivalents being paid in the relevant vesting months and found that the claimant had not proved any further sum was due after October 2020. On victimisation, the complaints about the bonus and the alleged implication that she was mentally ill were dismissed, but the complaints about the discrimination appeal investigation succeeded by majority because the tribunal found the respondent gave only an inadequate and superficial response to the discrimination allegations after the protected act of 1 November 2020.
Claims and outcomes
6 findings recordedThis case has mixed outcomes under at least one legal claim type. A tribunal can uphold some allegations and dismiss others under the same legal head, so rows below may represent separate issues or allegation groups from the judgment.
| Claim type | Issue or finding | Outcome | Protected characteristic | Award |
|---|---|---|---|---|
| Unfair dismissal | Unanimous liability finding. The tribunal held that Mr Rebain decided in early September 2020 to retain Mr Makowski by moving the claimant's EMEA controller duties from Uxbridge to Warsaw, that the dismissal was not by reason of redundancy, and that the October consultation and appeal did not make the dismissal fair. Remedy, including Polkey and any uplift arguments, was left to a later hearing. | Upheld | — | — |
| Unlawful deduction from wages | The claim concerned alleged underpayment of RSU-related cash equivalents described on the payslips as Share Option Value. The tribunal found the claimant did not prove any underpayment and that the documentary record was consistent with the respondent's account that the relevant cash equivalents were paid when due. | Dismissed | — | — |
| Breach of contract | This was pleaded in the alternative to the wages claim and concerned the same alleged RSU-related cash entitlement. It failed for the same reason: the claimant did not prove that any further sum was contractually due and unpaid. | Dismissed | — | — |
| Race discrimination | The claimant defined her race as black. The tribunal dismissed the allegations that she was singled out for redundancy, dismissed, treated adversely in relation to the announcement to her team, or limited to statutory redundancy because of race. It held that the burden of proof did not shift on the dismissal-related allegations and that the respondent had shown the 2020 redundancy payment decision was not race-related, including in light of the earlier 2018 enhanced redundancy exercise. |
Legal tests applied
24 references- s.136 Equality Act 2010 burden of proof
- Igen v Wong
- Madarassy v Nomura International
- Efobi v Royal Mail
- s.123 Equality Act 2010 time limits
- Commissioner of Police of the Metropolis v Hendricks
- Lyfar v Brighton and Hove University Hospitals Trust
- Aziz v FDA
- s.98(4) ERA 1996
- Sainsburys Supermarkets Ltd v Hitt
- Abernethy v Mott, Hay and Anderson
- s.139 ERA 1996 redundancy
- Murray v Foyle Meats Ltd
- Williams v Compair Maxam Ltd
- Elkouil v Coney Island Ltd
- R v British Coal Corporation ex parte Price
- Teixeira v Zaika Restaurant Limited
- Capita Hartshead Ltd v Byard
- Mogane v Bradford Teaching Hospitals NHS Foundation Trust
- s.27 Equality Act 2010 victimisation
- s.13 Equality Act 2010 direct discrimination
- s.13 ERA 1996 wages
- s.27 ERA 1996 wages
- Employment Tribunals Extension of Jurisdiction (England and Wales) Order 1994
Official outcome judgment PDF
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Published on gov.uk under the Open Government Licence v3.0.
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