Mr R Wright v Grove WP Ltd: 3308105/2023
Employment Tribunal
Published on 13 May 2024, 09:38
- Summary
- Employment Tribunal decision.
- categories
-
race-discrimination
- country
- england-and-wales
- decision date
- 2024-05-02
Official Documents
-
Mr R Wright v Grove WP Ltd: 3308105/2023 - Reserved Judgment
Change History
-
First published.
Full Decision Text
Raw text extracted from the official documents.
Case No: 3308105/2023
10.5 Reserved judgment with reasons – rule 62 March 2017
EMPLOYMENT TRIBUNALS
Claimant: Mr R Wright
Respondent: Grove WP Ltd
Heard at: Reading On: 5 April 2024
Before: Employment Judge Shastri-Hurst
Representation
Claimant: in person
Respondent: Mr J Hillerby (solicitor)
RESERVED JUDGMENT
1. The claim of direct race discrimination is struck out as having no reasonable
prospect of success.
REASONS
Introduction
1. The claimant was employed as a Wellness Manager by the respondent,
which forms part of the Arora Group. The Arora Group runs hotels. The
claimant worked at Fairmont Windsor Park Hotel from 6 April 2021 until his
dismissal without notice on 14 February 2023. The respondent alleges that
the claimant was dismissed for gross misconduct (negligence and
dishonesty).
2. The ACAS Early Conciliation process started on 5 May 2023 and ended on
15 June 2023. The claim form was presented on 14 July 2023, and brought
a claim of race discrimination relating to the decision to dismiss the claimant.
3. The case was listed for a preliminary hearing on 17 January 2024; the
hearing was attended by the claimant representing himself and Mr Hillerby
for the respondent. That hearing was dealt with by Employment Judge
Case No: 3308105/2023
10.5 Reserved judgment with reasons – rule 62 March 2017
Hutchings who, on the respondent’s application, listed this hearing in order
to deal with two matters:
3.1. Should the complaint of direct race discrimination be struck out
because it has no reasonable prospect of success? Or, in the
alternative;
3.2. Does the claim or any part of it have little reasonable prospect of
success? If so, should the claimant be ordered to pay a deposit of
between £1 and £1000 as a condition of continuing with it.
4. In order to assist me in determining these applications, a bundle of 231
pages was produced: reference to page X in that bundle is referenced below
as [X]. I also had the benefit of Outline Submissions from Mr Hillerby as well
as a statement from the claimant. I read both documents and heard oral
remarks from both sides. The claimant also gave some limited oral
evidence relating to his finances, for the purposes of the deposit order
application.
The claimant’s claim
5. The claim was clarified at a preliminary hearing on 17 January 2024 – [58-
61]. There were however a few amendments that needed to be made to that
list in order to accurately reflect the legal claims:
5.1. There is no claim for unfair dismissal, and so issues relating to an
unfair dismissal claim and associated remedy (Issues 1 and 2) were
removed;
5.2. In the direct race discrimination claim, at Issue 3.5, the list
included reference to a justification defence. Such a defence is not
available for direct race discrimination, and so this issue has also
been removed.
6. The claim is therefore one of direct race discrimination only. I set out the list
of issues relating to liability (“liability” meaning “whether the claim should
succeed or not”) here for clarity:
3.1 The claimant’s race is Black British of Afro-Caribbean descent,
and he compares himself with a hypothetical comparator of someone
of a different race in the same or similar role of Wellness Manager
and with the following actual comparators:
3.1.1 Kanniga Na Chiangmai, Finance Assistant;
3.1.2 Joey Cererio, the Department Manager; and,
3.1.3 Ryan Nicholls, the General Manager at the time.
3.2 Did the respondent (acting through its manager Pepe Merdzan)
terminate the claimant’s employment?
3.3 Was that less favourable treatment?
Case No: 3308105/2023
10.5 Reserved judgment with reasons – rule 62 March 2017
The Tribunal will decide whether the claimant was treated worse than
someone else was treated. There must be no material difference
between their circumstances and the claimant’s.
If there was nobody in the same circumstances as the claimant, or
the Tribunal determines there was a material difference between the
named comparators and the claimant, the Tribunal will decide
whether he was treated worse than someone else in the same or
similar role would have been treated.
3.4 If so, was it because of race?
Background facts
7. The claimant commenced employment with the respondent on 6 April 2021
as Wellness Manager.
8. Part of the Wellness Manager’s responsibility is to oversee his team in
ensuring that the correct daily checks of the gym and its equipment are
undertaken. There is a computer system known as “Knowcross” that
produces a checklist relating to the status of the gym equipment and areas
daily: for example, “check Aerial yoga brackets are secure” and “check for
any dust/dirt in the gym”.
9. An example Knowcross checklist is at [112-114]: this checklist shows that,
between the dates of 21 December 2022 and 9 February 2023, the
Knowcross checks were recorded as completed in the Knowcross checklist
four times in fifty days. It is common ground that the claimant was ultimately
responsible for his team, and therefore for ensuring that these checks were
completed and recorded.
10. On 15 December 2022, the claimant was sent an email from Ewelina
Dobrogowska (Health and Safety Manager), asking the claimant whether
he had completed his risk assessments yet – [92]. The claimant was on
annual leave at the time this email was sent and replied on 10 January 2023
to arrange a time/date to discuss the risk assessments – [93].
11. On 2 January 2023, a guest reported that a piece of equipment, the “speed
ball”, was damaged – [122].
12. On 18 January 2023, Nick Bull (Health & Safety and Security Manager)
informed the claimant that there was damage to the gym’s outdoor
equipment – [104].
13. On 3 February 2023, the claimant requested that Kanniga Na Chiangmai
(Finance Assistant) create a postal order (“PO”) for a replacement speed
ball. The claimant did not send that PO to the supplier. The claimant’s
account is that he left the PO with Ms Na Chiangmai as she had told him to
do.
14. On 8 February 2023, the claimant told Sanjay Arora (Chief Operating
Officer) that a replacement speed ball had been ordered. This is despite the
fact that the PO had not been sent to the supplier.
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10.5 Reserved judgment with reasons – rule 62 March 2017
15. On 9 February 2023, Mr Arora raised a new PO that was sent immediately
to the supplier. A replacement ball was duly supplied. The original PO
requested by the claimant was destroyed in order to ensure that there was
not a double order.
16. On 10 February 2023, the respondent held an investigation meeting with
the claimant pursuant to its disciplinary policy, in order to discuss two
matters – [122]:
16.1. Damage to gym equipment; and,
16.2. The replacement of a speed ball.
17. Following the investigation meeting, the claimant was invited to a
disciplinary hearing in order to consider three allegations – [124]:
17.1. Failure to complete daily/weekly checks of your areas and gym
equipment as per the Knowcross checklist resulting in serious
damage of the outdoor gym equipment and the delay of replacing
indoor damaged equipment (“Allegation 1”);
17.2. Failure to conduct and complete risk assessments for the gym to
the required standards as instructed by the Group Health and Safety
Manager (“Allegation 2”); and,
17.3. Dishonesty pertaining to the ordering of replacement equipment
(“Allegation 3”).
18. The dishonesty element of Allegation 3 relates to the fact that the claimant
was said to have told Mr Arora that he (the claimant) had ordered the
replacement speed ball, when in fact the PO had not been sent to the
supplier (meaning that the ordering process was incomplete). This was later
accepted by the claimant in the disciplinary meeting – [134].
19. The disciplinary hearing took place on 13 February 2023, and was chaired
by Mr Merdzan. The amended notes of this hearing, to reflect amendments
by the claimant, are at [153]. The claimant read out a prepared statement
which appears at [127-132]. In that statement he made various criticisms of
the disciplinary procedure as he had experienced it so far.
20. The claimant refuted the three allegations. On occasion he accepted certain
facts, such as telling Mr Arora that the order for the replacement speed ball
had been placed. However, he provided mitigation for his actions during the
disciplinary process.
21. Mr Merdzan determined that the claimant was guilty of Allegations 1 and 3
but did not uphold Allegation 2. The claimant’s version of events regarding
Allegation 2 was accepted; namely that he had only been informed of the
incomplete status of his risk assessments whilst he was on holiday.
22. The decision letter is at [141]. Mr Merdzan’s decision was that summary
dismissal was the appropriate sanction in all the circumstances. His
reasons, in brief, were that Allegations 1 and 3 were allegations of
Case No: 3308105/2023
10.5 Reserved judgment with reasons – rule 62 March 2017
negligence and dishonesty which, in his view, amounted to gross
misconduct.
23. The claimant appealed the decision to summarily dismiss him by letter of 17
February 2023 - [143]. The appeal hearing took place on 28 February 2023
and was chaired by Ryan Nicholls. The amended notes of that hearing, to
reflect the claimant’s amendments, are at [175]. There is no mention in
those notes of the claimant alleging that his dismissal was discriminatory;
there is no mention of the claimant’s race at all.
24. Mr Nicholls made the decision to uphold the dismissal. He confirmed this in
writing to the claimant by letter of 6 March 2023 - [169].
25. The tribunal notes that, throughout the disciplinary process, in his
communications with Human Resources, or anyone else, the claimant did
not mention that he thought race was a factor in his dismissal.
Application to amend
26. It was clarified both at the hearing before me, and the hearing before
Employment Judge Hutchings, that the claim related solely to the decision
to dismiss taken by Pepe Merdzan. The claimant accepted before me that
the respondent acted appropriately in subjecting him to the disciplinary
process.
27. However, when we were mid-way through the hearing, the claimant
mentioned that he considered that the appeal process was also part of the
dismissal, and had understood that the tribunal would also consider whether
the appeal was discriminatory.
28. I explained to the claimant that, as his claim is one of discrimination, it is
necessary to identify each act or decision that is said to have been
discriminatory. At this stage, and having gone through the preliminary
hearing with Employment Judge Hutchings, I explained that the claimant’s
claim was limited to Mr Merdzan’s decision to dismiss him. If the claimant
wanted to make a specific allegation that Mr Nicholls’ decision at the appeal
stage was also because of the claimant’s race, that would require the
claimant to make an application to amend his claim.
29. Given the late stage of the hearing at which this issue arose, I suggested to
the parties that the most efficient way to proceed would be for me to decide
the strike out/deposit order applications as the claim stands. If I decided to
strike out the claim, I would make it clear that the claim remains live solely
for the purpose of allowing an amendment application to be made. The
claimant therefore did not have to decide today whether he wished to pursue
an application to amend, and we did not need not postpone the entire
hearing today, having gotten most of the way through the parties
submissions when this issue arose.
30. I explained to the claimant that this approach meant that he reserved the
right to apply to amend his claim to add a claim of direct race discrimination
regarding the appeal decision by Mr Nicholls, regardless of the outcome of
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the applications today. It may well be that this decision gives him pause for
thought as to whether to apply to amend.
Law – strike out
31. The power to strike out a claim (or part of a claim) is found within r37(1) of
Sch 1 of the Employment Tribunals (Constitution and Rules of
Procedure) Regulations 2013 (“the Rules”). The relevant ground for strike
out in this case is r37(1)(a), which provides as follows:
37(1) At any stage of the proceedings, either on its own initiative or on the
application of a party, a Tribunal may strike out all or part of a claim on any of the
following grounds –
(a) That it is scandalous or vexatious or has no reasonable prospect of success;...
32. For discrimination claims, the starting point regarding case-law is Anyanwu
and anor v South Bank Student Union and anor [2011] ICR 391 UKHL.
Here, the House of Lords emphasised that discrimination claims are often
fact-sensitive and require close examination of the evidence at a full merits
hearing.
33. Further caution has been advised in Bahad v HSBC Bank plc [2022] EAT
83, at paragraph 25:
“The approach that should be adopted to applications to strike out is of extremely
long standing. From the House of Lords to the EAT, the appellate courts have for
many years urged caution in striking out discrimination and public interest
disclosure claims. Yet, on occasions employment tribunals having directed
themselves that it is an extraordinary thing to do, strike out claims that are far from
unusual. Experienced employment judges may sometimes feel that it is pretty clear
that a claim will not succeed at trial and wish to save the expense and, possibly,
the distress to the claimant of a failed claim. But that is what deposit orders were
designed for. To strike out a claim the employment judge must be confident that at
trial, after all the evidence has come out, it is almost certain to fail, so it genuinely
can be said to have no reasonable prospects of success at a preliminary stage, even
though disclosure has not taken place and no witnesses have given evidence. When
discrimination claims succeed it is often because of material that came out in
disclosure and because witnesses prove unable to explain their actions
convincingly when giving evidence.”
34. In Ezsias v North Glamorgan NHS Trust [2007] EWCA Civ 330, the Court
of Appeal held that, as a general point of principle, cases should not be
struck out when there is a dispute over the key facts. The reference to key
facts also encompasses the reasons for a respondent’s conduct, where
those reasons are relevant to the applicable legal test – Tayside Public
Transport Co Ltd (t/a Travel Dundee) v Reilly [2012] IRLR 755.
35. I am also assisted by the case of Balls v Downham Market High School and
College [2011] IRLR 217, in which Lady Smith held:
“When strike out is sought or contemplated on the ground that the claim has no
reasonable prospects of success, the structure of the exercise that the tribunal has
to carry out is the same; the tribunal must first consider whether, on a careful
consideration of all the available material, it can properly conclude that the claim
has no reasonable prospects of success. I stress the word “no” because it shows
Case No: 3308105/2023
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that the test is not whether the claimant’s claim is likely to fail nor is it a matter of
asking whether it is possible that his claim will fail. Nor is it a test which can be
satisfied by considering what is put forward by the respondent either in the ET3 or
in submissions and deciding whether there written or oral assertions regarding
disputed matters are likely to be established as facts. It is, in short, a high test.
There must be no reasonable prospects.”
36. Mitting J in Mecharov v Citibank NA [2016] ICR 1121 EAT provided the
following guidance at paragraph 14:
“…the approach that should be taken in a strike out application in a discrimination
case is as follows:
(1) Only in the clearest case should a discrimination claim be struck out;
(2) Where there are core issues of fact that turn to any extent on oral evidence,
they should not be decided without hearing oral evidence;
(3) The claimant’s case must ordinarily be taken at its highest;
(4) If the claimant’s case is “conclusively disproved by” or is “totally and
inexplicably inconsistent” with undisputed contemporaneous documents,
it may be struck out; and,
(5) A tribunal should not conduct an impromptu mini trial of oral evidence to
resolve core disputed facts.”
37. However, there are some caveats to the general approach of caution
towards strike out applications. In Ahir v British Airways plc [2017] EWCA
Civ 1392 CA, it was held that, when a tribunal is satisfied that there are no
reasonable prospects of the facts needed to find liability being established,
strike out may be appropriate. This is caveated by the need to be aware of
the danger of reaching that conclusion without having heard all the
evidence.
38. In Community Law Clinics Solicitors Ltd & Ors v Methuen UKEAT/0024/11,
it was stated that in appropriate cases, claims should be struck out and that:
“the time and resources of the employment tribunals ought not be taken up by
having to hear evidence in cases that are bound to fail.”
39. In Methuen, the Employment Appeal Tribunal (“EAT”) were considering a
case of alleged discriminatory dismissal in relation on the grounds of age,
race and sex. The claimant relied upon the actual comparator of his
replacement, who was younger, a different race, and a different sex. The
claimant made specific reference to this replacement’s 3 years’ postqualification
experience: in other words, he was replaced by someone much
less experienced than him, which was relevant to the age discrimination
allegation. However, in relation to race and sex, the claimant simply relied
upon the bare fact of the difference in race and sex between him and his
chosen comparator. The EAT held that the bare assertion by a claimant that
the dismissal was because of race and sex could not give rise to a prima
facie (on the face of it) case of discrimination sufficient to shift the burden of
proof to the respondent (see “Burden of Proof” below). Therefore the EAT
held that the race and sex claims should have been struck out by the first
instance tribunal. The claimant’s case relating to age could just be said to
have little (as opposed to no) reasonable prospects, meaning that the first
instance tribunal had not made an error by not striking it out; the age claim
was made subject to a deposit order.
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10.5 Reserved judgment with reasons – rule 62 March 2017
40. In Cox v Adecco & Others [2021] ICR 1307, HHJ Taylor gave the following
summary of general propositions gleaned from the relevant case-law
(paragraph 28):
“(1) No-one gains by truly hopeless cases being pursued to a hearing;
(2) Strike out is not prohibited in discrimination or whistleblowing cases; but
especial care must be taken in such cases as it is very rarely appropriate;
(3) If the question of whether a claim has reasonable prospects of success turns
on factual issues that are disputed, it is highly unlikely that strike out will be
appropriate;
(4) The claimant's case must ordinarily be taken at its highest;
(5) It is necessary to consider, in reasonable detail, what the claims and issues
are. Put bluntly, you can't decide whether a claim has reasonable prospects of
success if you don't know what it is;
(6) This does not necessarily require the agreement of a formal list of issues,
although that may assist greatly, but does require a fair assessment of the claims
and issues on the basis of the pleadings and any other documents in which the
claimant seeks to set out the claim;
(7) In the case of a litigant in person, the claim should not be ascertained only by
requiring the claimant to explain it while under the stresses of a hearing;
reasonable care must be taken to read the pleadings (including additional
information) and any key documents in which the claimant sets out the case.
When pushed by a judge to explain the claim, a litigant in person may become
like a rabbit in the headlights and fail to explain the case they have set out in
writing;
(8) Respondents, particularly if legally represented, in accordance with their
duties to assist the tribunal to comply with the overriding objective and not to
take procedural advantage of litigants in person, should assist the tribunal to
identify the documents in which the claim is set out, even if it may not be
explicitly pleaded in a manner that would be expected of a lawyer;
(9) If the claim would have reasonable prospects of success had it been properly
pleaded, consideration should be given to the possibility of an amendment,
subject to the usual test of balancing the justice of permitting or refusing the
amendment, taking account of the relevant circumstances.”
41. HHJ Taylor went on to hold that the tribunal must attempt to get to grips with
the claimant’s claims, and take reasonable steps to understand the
complaints that the claimant is bringing, before considering strike out.
However, he also made it clear that the tribunal can only be expected to
take reasonable steps when attempting to identify the claims (paragraph
32).
Law – deposit order
42. The tribunal has the power to make deposit orders against any specific
allegations or arguments that it considers have little reasonable prospect of
success under r39 of the Rules:
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“39(1) Where at a preliminary hearing (under rule 53) the tribunal considers that
any specific allegation or argument in a claim…has little reasonable prospect of
success, it may make an order requiring a party (“the paying party”) to pay a
deposit not exceeding £1,000 as a condition of continuing to advance that
allegation or argument.
39(2) The Tribunal shall make reasonable enquiries into the paying party’s ability
to pay the deposit and have regard to any such information when deciding the
amount of the deposit.”
43. The rationale of a deposit order is to warn a claimant against pursuing
claims with little merit, which may leave them open to a risk of costs should
they proceed with the claim and lose on the same basis as identified as the
reason for making a deposit order.
44. The purpose of such an order is not to restrict disproportionately access to
justice, hence any order made must be for an amount that is affordable by
a party, and can be realistically complied with – Hemdan v Ishmail and anor
[2017] IRLR 228.
45. In terms of the test of “little reasonable prospect of success”, the tribunal is
permitted to consider the likelihood of the claimant being able to establish
the essential facts of his or her case. In undertaking this exercise, it is
entitled to reach a preliminary view on the credibility of the allegations and
assertions that the claimant is making in his/her claim – Van Rensburg v
Royal Borough of Kingston-upon-Thames [2007] All ER (D) 187 (Nov). The
tribunal must have a proper basis for considering it unlikely that a claimant
will be able to establish the necessary facts to prove his/her claim.
46. If I decide to make a deposit order, I must give reasons, not only for the fact
of the order, but also for the amount of that order – Adams v Kingdon
Services Group Ltd EAT/0235/18.
Law – direct sex discrimination
47. Employees are protected from discrimination by s39 EqA:
“(2) An employer (A) must not discriminate against an employee of A’s (B) -
…
(d) by subjecting B to any other detriment.”
48. Direct discrimination is set out in s13 EqA:
“(1) a person (A) discriminates against another (B) if, because of a protected
characteristic, A treats B less favourably than A treats or would treat others.”
49. There are two parts of direct discrimination: (a) the less favourable
treatment and (b) the reason for that treatment. Sometimes, however, it is
difficult to separate these two issues so neatly. The tribunal can decide
what the reason for any treatment was first: if the reason is the protected
characteristic, then it is likely that the claim will succeed – Shamoon v
Constable of the Royal Ulster Constabulary [2003] UKHL 11.
“Because of”: reason for less favourable treatment
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50. In terms of the required link between the claimant’s race and the less
favourable treatment he alleges, the two must be “inextricably linked” -
Jyske Finands A/S v Ligebehandlingsnaevnet acting on behalf of Huskic:
ECLI:EU:C:2017:278.
51. The test is not the “but for” test; in other words it is not sufficient that, but for
the protected characteristic, the treatment would not have occurred – James
v Eastleigh Borough Council [1990] IRLR 288.
52. The correct approach is to determine whether the protected characteristic,
here race, had a “significant influence” on the treatment – Nagarajan v
London Regional Transport [1999] IRLR 572. The ultimate question to ask
is “what was the reason why the alleged perpetrator acted as they did?
What, consciously or unconsciously, was the reason?” - Chief Constable of
West Yorkshire Police v Khan [2001] UKHL 48. This is a question of fact for
the tribunal to determine and is a different question to the question of
motivation, which is irrelevant. The tribunal can draw inferences from the
behaviour of the alleged perpetrator as well as taking surrounding
circumstances into account.
53. If there is more than one reason for the treatment complained of, the
question is whether the protected characteristic (in this case, race) was an
effective cause of the treatment – O’Neill v Governors of ST Thomas More
Roman Catholic Voluntary Aided Upper School [1996] IRLR 372.
Burden of proof under the Equality Act 2010
54. The burden of proof for discrimination claims is set out in s136 EqA:
“(1) This section applies to any proceedings relating to a contravention of this
Act.
(2) If there are facts from which the court could decide, in the absence of any
other explanation, that a person (A) contravened the provision concerned, the
court must hold that the contravention occurred.
(3) But subsection (2) does not apply if A shows that A did not contravene the
provision”.
55. In Laing v Manchester City Council and anor [2006] ICR 1519, Mr Justice
Elias held that:
“the onus lies on the employee to show potentially less favourably treatment from
which an inference of discrimination could properly be drawn”.
56. This requires the tribunal to consider all the material facts without
considering the respondent’s explanation at this stage. However, this does
not mean that evidence from the respondent undermining the claimant’s
case can be ignored at stage one – Efobi v Royal Mail Group Ltd 2021 ICR
1263.
57. It is only if the initial burden of proof is reached that the burden shifts to the
respondent to prove to the tribunal that the conduct in question was in no
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sense whatsoever based on the protected characteristic – Igen Ltd (formerly
Leeds Careers Guidance) and ors v Wong and other cases 2005 ICR 931.
58. In terms of comparators, the definition is at s23 EqA:
“(1) On a comparison of cases for the purposes of section 13, 14, 19 or 19A there
must be no material difference between the circumstances relating to each case”.
59. It is not enough for the claimant to show that there has been a difference in
treatment between him and a comparator, there must be “something more”.
In Madarassy v Nomura International plc 2007 ICR 867, Lord Justice
Mummery held:
“The bare facts of a difference in status and a difference in treatment only indicate
a possibility of discrimination. They are not, without more, sufficient material from
which a tribunal “could conclude” that, on the balance of probabilities, the
respondent had committed an unlawful act of discrimination”.
60. In Virgin Active Ltd v Hughes 2023 EAT 130, it was highlighted by the EAT
that the consideration of whether there are material differences in the
circumstances of an actual comparator compared to those of the claimant
needs to take place before applying the shift in the burden of proof.
Regarding a hypothetical comparator, the claimant must show that the
comparator would have been treated more favourably. This requires the
tribunal to be able to draw inferences of likely treatment of a hypothetical
comparator from the evidence before it.
61. Unreasonable treatment of the claimant is not sufficient to show that he has
suffered less favourable treatment. In Essex County Council v Jarrett EAT
0045/15, the EAT held that a claimant must present evidence to the tribunal
to support the argument that he was treated less favourably compared to
those who do not share his protected characteristic.
62. Unreasonable treatment is also not enough to permit the tribunal to draw an
inference of discrimination that would cause the burden of proof to shift –
Glasgow City Council v Zafar 1998 ICR 120. In that case, the House of
Lords (as it then was) held that the tribunal was wrong to draw an inference
of discrimination purely on the basis that the employer had acted
unreasonably in dismissing the claimant.
63. Although Lord Justice Peter Gibson accepted in Igen Ltd (formerly Leeds
Careers Guidance) and ors v Wong 2005 ICR 931 that it was open to a
tribunal to draw an inference of discrimination from unexplained
unreasonable conduct, he warned tribunals
“against too readily inferring unlawful discrimination on a prohibited ground
merely from unreasonable conduct where there is no evidence of other
discriminatory behaviour on such grounds.”
Conclusions
64. The key issue that the respondent relies upon here to show that the claimant
has no reasonable prospect of success is its assertion that the claimant
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cannot satisfy the initial burden of proof under s136 EqA.
65. The first point to consider is whether the claimant’s three named actual
comparators are appropriate comparators under s23 EqA. I conclude that
they are not. First, none of the three are (or were at the material time)
Wellness Managers. Second, all three were in positions more senior to the
claimant. As such, there are material differences between the claimant and
his alleged actual comparators.
66. The second point then is to contemplate the identity of a hypothetical
comparator. This would be someone of a different race to the claimant, but
in all other areas the same, including;
66.1. A wellness Manager;
66.2. With the same training as the claimant;
66.3. Having overseen a team who produced the same Knowcross
checks as set out at [112-114];
66.4. Having dealt with the replacement of the speedball in the
same way as the claimant;
66.5. Having given the same answers in the investigation meeting;
66.6. Having given the same answers and the same statement in
the disciplinary meeting.
67. What the claimant then must prove is that, had this hypothetical comparator
gone through the same disciplinary process, he would not have been
dismissed.
68. Even if the claimant can prove that there would (hypothetically) be a
difference in treatment, there has to be something more than just a
difference in race – see Madarassy above. I therefore turn to consider the
points from which the Claimant says that the tribunal would be able to draw
an inference of discrimination.
Points from which to draw an inference
69. The claimant has set out in his statement produced for the hearing today
the factors he relies upon as being evidence from which a tribunal could
draw the inference that the difference in treatment was because of the
claimant’s race. The claimant relies on various matters at paragraph 4,
however only some of them are directly related to Mr Merdzan. I consider
that matters recorded in the claimant’s paragraph 4 that relate to other
people’s actions are not relevant to the actions of Mr Merdzan. The only
question for the tribunal in this case will be why Mr Merdzan dismissed the
claimant, and was it because of his (the claimant’s) race. The actions of
other people therefore do not assist the tribunal with these questions. As
such, the matters of relevance that the claimant raises in his paragraph 4
are as follows:
69.1. Mr Merdzan failing to intervene when the General Manager
threated to “box [the claimant’s] face’’;
69.2. Mr Merdzan subjecting the claimant to micro-aggressions.
The claimant uses the example of Mr Merdzan talking “at” him
during the disciplinary hearing and giving the claimant “little
opportunity to speak so that by the time [he] was asked for a
Case No: 3308105/2023
10.5 Reserved judgment with reasons – rule 62 March 2017
response [he] was too intimidated to do so in [his] usual way”;
69.3. Mr Merdzan (and others) “disregarding the procedural and
substantive defects when [the claimant] pointed them out to
them”.
70. At the hearing, I asked the claimant to explain to me what it was that made
him think his dismissal was due to his race. In summary, the points he made
were as follows (some of which appear in his paragraph 4):
70.1. He told me “I wasn’t given a chance to raise any racial
concerns...” during the disciplinary process including the
appeal;
70.2. The claimant explained that he has experienced racial issues
since he was 5 years old, and said (understandably) that it
was not something that someone who is not in an ethnic
minority can understand;
70.3. There were no other black managers (i.e. employees at his
level) employed by the respondent;
70.4. The claimant said he was loathe to raise race in the internal
disciplinary process, and there were no other black managers
for him to talk to. He felt it was a hard subject to discuss;
70.5. The claimant’s mother told me that the first thing the claimant
said to her following the disciplinary was “That was so racist”,
to which his mother asked “why?”. The claimant and his
mother discussed the disciplinary hearing, and his mother
understood that the claimant felt it had been racist, that the
notes were inaccurate, that the claimant considered that the
decision had already been made, and that the claimant ended
up feeling “what’s the point?”;
70.6. The claimant and his mother both told me that they thought
there were substantive and procedural defects within the
process.
71. The claimant concluded by telling me that “all these things led me to think
there must be a reason and that reason was race”.
72. I note that in the claim form, the claimant sets out the alleged unfairness of
his dismissal. In terms of the allegation of race discrimination, it is a bare
assertion at paragraph 61 that his dismissal was discriminatory.
73. The claimant’s mother told me the claimant “felt penalised because he was
a black person, and it didn't matter what he said, he felt that it was race and
the decision was pre-determined”.
Decision
74. I am satisfied that, taking the claimant’s case at its highest as to why he
believes his dismissal was discriminatory, there is no reasonable prospect
of him passing the initial burden of proof under s136 EqA.
75. I asked for the claimant to tell me why he thought the decision to dismiss
him was racist: I have set out all the reasons given by him and his mother
above. However, taken together, they amount to the claimant stating that
he did not think the process was fair. Then he cast round for a reason why
Case No: 3308105/2023
10.5 Reserved judgment with reasons – rule 62 March 2017
that may be the case and decided it must be his race.
76. I fully accept that it is rare for claimants to be able to point to some tangible
evidence of racism (as is also true of other forms of discrimination). I also
accept that someone who has suffered racism is more likely to pick up on
any racist undertones compared to someone who has never been a victim
of, or been directly affected by, racism.
77. However, the tribunal must operate in facts and evidence. There is no good
evidence from which a tribunal could infer that a hypothetical comparator
would not be dismissed in the same circumstances. Even if the tribunal were
to accept that a white hypothetical comparator would not be dismissed,
there is no good evidence of “something more” from which the tribunal could
infer discrimination. As in Madarassy, a difference in race, without
something more, is not enough.
78. There are no facts or evidence from which a tribunal could safely conclude
that the dismissal could have been because of the claimant’s race so as to
satisfy the initial burden of proof. There is no sufficient basis on which an
inference could be founded. Even if there was unfairness about the
dismissal process and decision, there is nothing that links that unfairness to
the claimant’s race.
79. As such, I grant the application to strike out the claimant’s claim. As above,
the claim will remain live purely for the purposes of any application to amend
the claim. I have set out directions a separate Case Management Order that
detail next steps in relation to any such application from the claimant.
__________________________________________
Employment Judge Shastri-Hurst
_________________________________________
Date: 2 May 2024
RESERVED JUDGMENT & REASONS SENT TO THE PARTIES ON
3 May 2024
FOR EMPLOYMENT TRIBUNALS
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