Byrnes v Workers' Compensation Regulator [2017] QIRC 1
QUEENSLAND INDUSTRIAL RELATIONS COMMISSION
CITATION: Byrnes v Workers' Compensation Regulator
[2017] QIRC 001
PARTIES: Byrnes, Lynette
(Appellant)
v
Workers' Compensation Regulator
(Respondent)
CASE NO: WC/2016/73
PROCEEDING: Appeal against a decision of the Workers'
Compensation Regulator
DELIVERED ON: 12 January 2017
HEARING DATES: 21, 22 and 23 November 2016
29 November 2016 (Appellant's Further Written
Submissions)
12 December 2016 (Respondent's Further
Written Submissions)
23 December 2016 (Appellant's Further Written
Submissions)
HEARD AT: Brisbane
MEMBER: Industrial Commissioner Thompson
ORDERS: 1. The Appeal is dismissed.
2. The decision of the Regulator of
13 April 2016 is confirmed.
3. The Appellant is to pay the Regulator's
costs of and incidental to this Appeal.
CATCHWORDS: WORKERS' COMPENSATION - APPEAL
AGAINST DECISION - Decision of Workers'
Compensation Regulator - Appellant bears onus
of proof - Standard of proof - Balance of
probabilities - Witness evidence - Appellant was
a "worker" - Appellant suffered a personal injury
- Whether personal injury arose out of or in the
course of employment and if so was employment
a significant contributing factor - Salary payment
arrangements for attendance at Union meetings -
Eligibility to attend Executive/Council meetings
- Off-site
-- 1 of 45 --
2
activities - Interval case law - Definitions of
induce and encourage - Not been established on
the requisite standard of proof that injury was
suffered in an interval between periods of
employment - Appeal dismissed - Decision of
Regulator confirmed - Appellant to pay
Regulator's costs of and incidental to this
Appeal.
CASES: Workers' Compensation and Rehabilitation Act
2003 s 11, s 32, s 275, s 550
Education (Queensland College of Teachers) Act
2005
Education (Queensland Curriculum and
Assessment Authority) Act 2014
State of Queensland (Queensland Health) v
Q-COMP and Beverley Coyne (2003) 172 QGIG
1447
SPE Pty Ltd v Q-COMP and Garry Clifford
Fuller - (C/2010/9) - Decision -
http://www.qirc.qld.gov.au
Commonwealth of Australia v Lyon (1979) 24
ALR 300
Kavanagh v Commonwealth (1960) 103 CLR
547
WorkCover Queensland v BHP (QLD) Workers'
Compensation Unit [2002] QIC 27
Hatzimanolis v ANI Corporation Ltd (1992) 173
CLR 473
Comcare v PVYW (2013) 250 CLR 246
O'Loughlin v Linfox Australia Pty Ltd [2015]
FCA 1000
Newberry v Suncorp Metway Insurance Ltd
[2006] 1Qd.R 519
Croning v Workers' Compensation Board of
Queensland (1997) 156 QGIG 100
Danvers v Commissioner for Railways (NSW)
(1969) 122 CLR 529
Comcare v PVYW [2013] HCA 41
Henderson v Commissioner of Railways (WA)
[1937] HCA 67
White v Berrie [1923] NZLR 297
Westrupp v BIS Industries Ltd [2015] FCAFC
173
Mackenzie v The Workers' Compensation Board
of Queensland (1993) 33 WCR 438
Wentzel v The Workers' Compensation Board of
Queensland (1991) 31 WCR 102
Byrne v Australian Airlines Ltd (1995) 195 CLR
410
Simon Blackwood (Workers' Compensation
Regulator) v Civeo Pty Ltd and Anor [2016] ICQ
-- 2 of 45 --
3
001
Harvey v Simon Blackwood (Workers'
Compensation Regulator) & Anor [2016] ICQ
014
BP Refinery (Westernport) Pty Ltd v Shire of
Hastings (1977) 16 ALR 363
Secured Income Real Estate (Australia) Ltd v
St Martins Investments Pty Ltd (1979) 144 CLR
597
Qantas Airways Limited v Watson (No 2) [2010]
NSWWCCPD 38
Brambles Holdings Ltd v Bathurst City Council
(2001) 53 NSWLR 153
Toll (FGCT) Pty Ltd v Alphapharm Pty Ltd
[2004] HCA 52
Codelfa Pty Ltd v State Rail Authority of NSW
(1982) 149 CLR 337
APPEARANCES: Mr S. Reidy of Counsel, instructed by Holding
Redlich Lawyers for the Appellant.
Mr P. O'Neill, Counsel directly instructed by the
Workers' Compensation Regulator, the
Respondent.
Decision
[1] A Notice of Appeal was lodged with the Industrial Registrar on 3 May 2016 by
Lynette Byrnes (Byrnes) pursuant to s 550 of the Workers' Compensation and
Rehabilitation Act 2003 (the Act) against a decision of the Workers' Compensation
Regulator (the Regulator) dated 13 April 2016.
[2] The Regulator's decision was to confirm the decision of WorkCover which was to
reject Byrnes' application for compensation in accordance with s 32 of the Act as it
related to her employment with Brisbane Catholic Education (BCE).
Relevant Legislation
[3] The Legislation pertinent to this Appeal is:
"32 Meaning of injury
(1) An injury is personal injury arising out of, or in the course of,
employment if -
(a) for an injury other than a psychiatric or psychological
disorder - the employment is a significant contributing
factor to the injury."
Nature of Appeal
[4] The Appeal to the Commission is by way of a hearing de novo in which the onus of
proof falls upon the Appellant.
-- 3 of 45 --
4
Standard of Proof
[5] The standard of proof upon which an Appeal of this nature must be determined is
that of "on the balance of probabilities".
Evidence
[6] In the course of the proceedings, evidence was provided by six witnesses.
[7] The Commission, in deciding to précis the evidence of the witnesses, and
submissions, notes that all the material has, for the purposes of this decision, been
considered in its entirety.
Witness Lists
[8] The witnesses for the Appellant were:
Terry Burke (Burke); and
Byrnes.
[9] The witnesses for the Regulator were:
Judith Finan (Finan);
Warren Bath (Bath);
Colin O'Neill (O'Neill); and
Deidre Young (Young).
Agreed Matters
[10] At the commencement of proceedings the Appellant tendered a document [Exhibit
1] which confirmed the following matters to which the parties had reached
agreement:
"1. The 'worker' element is agreed, that is, Ms Lynette Byrnes is a worker
within the meaning of the Workers' Compensation and Rehabilitation
Act 2003 (Q).
2. The 'personal injury' element is agreed, that is, Ms Lynette Byrnes
sustained a personal injury being a facture to the right shoulder, more
particularly, a right proximal fracture of the humerus."
Appellant
Burke
[11] Burke the Branch Secretary of the Independent Education Union of Australia -
Queensland and Northern Territory (Federal Union) and the Queensland
Independent Education Union (State Union) having held those positions since 1994.
Prior to taking up the Branch Secretary roles he had held other positions in the form
of Council and Executive roles and was the President immediately prior to assuming
the Branch Secretary roles.
-- 4 of 45 --
5
[12] Initially the State Union had been the dominant body in terms of processes however
more recently the Federal jurisdiction became the more dominant of the two.
[13] On 30 October 2015 the Union had scheduled three meetings, being:
Council;
Executive; and
Annual General Meeting.
[14] The type of business transacted by Council and Executive was said to be similar in
nature in that they considered amongst other things:
Committee reports; and
a range of compliance matters (Executive).
[15] Burke's evidence went back to 1994 when an arrangement was put in place between
BCE and the Union to facilitate the release of teachers from their schools to attend
Union activities. The arrangement allowed for teachers to attend meetings of the
Union with the employer continuing to pay their wages and the Union would meet
the costs of a replacement teacher if one was required.
[16] The arrangement had been reached following industrial disputation that occurred in
1993/1994 with certain documentation tendered in the proceedings regarding the
disputation. The documents included:
Correspondence from the Union dated 14 December 1993 (under the
signature of John Shepley - Acting General Secretary) to BCE
(Vince O'Rourke - Director) [Exhibit 3] which included the extract:
"I write in respect to the QATIS Council members who are
employees of the Brisbane Catholic Education Office…
If it is not possible for you to grant leave with pay, then the Union
is prepared to provide payment for replacement teachers who are
employed for the absent staff. We would require invoicing and
identification of who those individuals were and how long they
taught or were replacing existing staff on those days."
Correspondence from Villanova College dated 23 February 1994 (under
the signature of Fr P.J. Wieneke OSA - Rector) to the Union which
included the following extract:
"As you know, I took note of Commissioner Nutter's
recommendation and I released Gary Hammond to attend the last
Council meeting held in school time. I will, in good faith, release
Gary to attend the meeting this Friday, 25 February, with the
understanding that QATIS Council will seriously consider the
Commissioner's words, 'I don't think that the Union can
unilaterally decide that they will hold ten (10) Friday meetings a
year during school time and expect that everyone will be released
for those periods."
-- 5 of 45 --
6
Correspondence from the Union dated 2 March 1994 (under the
signature of John Shepley) to BCE (Ilma Gargano) which included the
extract:
"I would like to negotiate with you the following matters. The
respective five days that will be in employer time and the five days
that will be in employee time. Secondly the process of payment
for either release or replacement cost, whichever is greater, for our
Council members to attend on those days when they are in work
time."
Correspondence from the Union dated 14 March 1994 (under the
signature of John Shepley) to BCE (Vince O'Rourke) which included the
following extracts:
"Re - QATIS Council Member Release Time
The Principles of the agreement reached are as follows:
1. That QATIS Union Council meetings would be held in 50%
of the employer's time and 50% of the employees time.
2. That there would be a maximum of 10 Council meetings per
annum to which this arrangement would apply.
3. That it is recognised that these arrangements would be
reviewed annually and would be discussed in October of
each year between the employers and the Union.
…
Financial Arrangements
1. The employer will agree to provide leave without pay for the
respective Union Council meeting dates in employer time
and the Union will reimburse the employee involved for
their loss of salary. If the cost of a replacement teacher is
greater than the salary of the Council member who has been
released on leave without pay, the employer shall invoice
the Union for these additional costs.
2. The employer will encourage Principals of their schools
(where this relevant) to provide replacement teachers when
the Union Council member is absent in employer time.
As you may be aware the Union Council has already met
three times in 1994 (Sunday, 6 February, Sunday,
13 February, and Friday, 25 February). As I indicated to
Ms Gagarno and other officers present, much of the Union's
time and energy has been spent on resolving difficulties with
our Rules as they are inconsistent with the Industrial
Relations Act.
-- 6 of 45 --
7
I would hope that now this agreement has been reached that
we may be able to proceed in resolving all industrial matters
that are currently before us. On behalf of the Union Council
and Executive, I would like to thank you and your colleague
directors for their agreement to this matter."
Correspondence from the Union dated 30 March 1994 (under the
signature of Burke - Acting General Secretary) to BCE (Ilma Gargano)
reproduced in full:
"I wish to clarify arrangements regarding wage and salary payment
to members of Union Council when they attend an all day meeting
of Union Council.
Specifically I request the following:
(a) That BCE pay the employee as normal.
(b) That BCE invoice QATIS for the cost of the relief staff
employed to cover the teacher's absence.
We would require itemised details of the names of, staff members
released, the relevant dates and the relief staffs' classification level
to satisfy our auditors.
I believe that this arrangement will be to the benefit of both
employee, employer and Union and will make easier such matters
as taxation payments, issuing of group certificates and the like.
I understand that Union Council members concerned will have
need to apply for special leave with pay. If there is a particular
wording for such leave I would request that you advise me so I can
inform the relevant persons.
Many thanks for your attention to this matter."
[17] Evidence was given from Burke that the parties had an arrangement that the
agreement around the release of staff would be reviewed annually however to his
knowledge there was only one review and that had taken place in 1995.
[18] The arrangement was that an employee of BCE would be able to attend the Council
meeting without any effect on their accruals or needs to be made to their fortnightly
pay. From the point of the Union they were not required to make the payment and
then issue group certificates as if the member was an employee. The teacher would
be released and the Union would pay whatever was the replacement cost. From the
Union's perspective it was Burke's evidence that in terms of the agreement "it was
easier for the employing authority to actually continue to employ the person as a
paid employee, on the day".
[19] In terms of current arrangements the Union had forwarded correspondence to
Byrnes' school on 9 February 2015 in which they advised she was a current member
of Council and Branch Executive and provided details of meeting dates for 2015.
-- 7 of 45 --
8
These particular dates in 2015 identified three week day and four weekend meetings,
making reference to the understandings reached with the "employing authorities"
some years earlier and of the usual practice regarding the cost reimbursement to the
employer. The penultimate paragraph went on to state:
"I would like to take this opportunity to thank you for your co-operation in this
matter. Members of our union's governing bodies are elected by your
employees to represent their interests in educational and industrial matters and
as such hold a significant responsibility within the industry,"
[20] Inherent in the arrangements was a courtesy towards the recognition of the
cooperation of the employer and the intrusion into the school program for that day.
[21] The Union's governing bodies had the responsibilities and powers to represent the
interests of employees in non-government schools in both educational and industrial
matters and the democratically elected members in Burke's view made a
"contribution to the furtherment of good education practice and operations."
[22] The election process was a state wide ballot for the Branch Executive and district
ballot for Council.
[23] The Union is party to a Federally registered Agreement with the Catholic employing
authority which contained provisions supportive of the role of the Union with a
number of facilitative provisions to enable people to participate in industrial training
which includes paid leave of absence for employees to attend a variety of industrial
and professional development. There exists provisions for a "Union Chapter" in the
workplace but the Union has not sought to include arrangements for
Council/Executive meetings in the Agreement as those arrangements have operated
since 30 March 1994 without an issue being raised. Once a member of the Union is
elected the rules of the Union make it clear that it is their duty to attend governing
body meetings.
[24] Under cross-examination the witness confirmed that Byrnes was an elected member
of Council from the Moreton area and the Branch Executive of the Queensland
Branch. The period of the elected term for both offices is four years and a member
is required to nominate for the positions with their nomination forms requiring two
seconders [Transcript pp. 1-30 and 1-31]. Upon attendance at Council, Executive or
Annual General Meetings there is no requirement or agreement that required the
Byrnes to report on her attendance to the school management although Burke
personally encouraged representatives to have a good working relationship with the
Principal and to have "ad hoc" meetings with the leadership of the school
[Transcript p. 1-32]. When Byrnes reported back to members at St Mary's on her
attendance at Union forums, this was "not specific to her duties as a teacher"
[Transcript p. 1-33].
[25] On the operations of the agreement it was a fundamental concern of the Union that if
members took leave without pay to attend Union meetings that would have cast the
Union in a position of being an employer of those people for those days. The
outcome from the agreement was convenient for both the Union and the members
[Transcript p. 1-34]. The reimbursement of the substitute teachers assisted in getting
the employer's cooperation in releasing members to attend Union meetings
[Transcript p. 1-37]. The fact that the employees were paid their ordinary wage for
-- 8 of 45 --
9
the day effectively meant they were on the employer's books [Transcript p. 1-38].
The employer had no control over the Byrnes' activities at the Union meetings and
had no knowledge of what she may do or say at the meetings. The same would
apply for other absences from the site [Transcript p. 1-58].
[26] On 30 October 2015 there were three meetings (Council, Executive and Annual
General Meetings) of which agendas were tendered in the course of
cross-examination [Exhibits 12, 13 and 14]. The witness was required to provide
evidence with regards to specific agenda items that included:
Committee reports;
membership;
finance and administration;
transmission of employment to IEUA-QNT;
Government and Risk Management;
division branch reports;
IEUA-QNT Committee Reports;
industrial matters;
branch organising; and
finance [Transcript pp. 1-40 to 1-49].
[27] In terms of attendance at the Annual General Meeting, it is open to any member of
the Union [Transcript p. 1-49].
[28] In re-examination it was the evidence that any member of Council or Executive
were able to raise matters regarding their schools at these meetings "however, it's
not - it doesn't occur very often, but it does occur, but they have an absolute right to
do that". Byrnes' attendance at Union meetings had never been refused by her
employer.
Byrnes
[29] Byrnes commenced teaching in 1974 and had been at St Mary's College since 1976,
currently in the role of Middle Leader, Business and Technology reporting directly
to the Deputy Principal. Byrnes holds (and did at 30 October 2015) positions on the
Union Council and Branch Executive.
[30] On 30 October 2015 Byrnes for some unknown reason was involved in a fall at the
Christie Centre in Brisbane resulting in the fracture of her shoulder, crushed bone
and a rotator cuff injury requiring her being transported to St Andrew's Hospital.
Following the initial treatment and feedback on her injuries she contacted the school
reception to inform them of what had occurred. On the Monday following the
incident she went to St Mary's College where she had a conversation with her line
manager (Bath) who enquired of her whether she had contacted the school to fill out
an accident report. Byrne conceded it was the usual requirement for the person
involved in an accident to complete an accident report but on this occasion that was
impossible for her as the writing arm had been injured.
[31] On 30 October 2015 when the incident had occurred she had attended a number of
Union meetings for which the employer paid her wages for the day. Byrnes had
been attending such meetings since 2004 without ever being required to complete a
leave application form at the College. There had been a process of notification in
-- 9 of 45 --
10
place which began with correspondence from the Union to the College advising of
the dates for Union Council and Branch Executive Meetings. Such correspondence
was forwarded to the Principal at St Mary's College (Young) on 9 February 2015
confirming the following dates for that year:
Sunday, 8 February Friday, 28 August
Sunday, 15 March Friday, 30 October
Sunday, 24 May Saturday, 28 November
Friday, 17 July
[32] As a courtesy to her line manager the witness would remind him of the dates ahead
of time.
[33] Byrnes had previous involvement in a body called the Learning Area Reference
Committee (LARK) which had responsibility for the oversight of syllabus
development and renewal and when attending those meetings it was her evidence
that she was not performing any duties associated with her role at St Mary's. The
LARK meetings were held four times a year and the school would pay her wages
with reimbursement for her replacement teacher being made by the organisation in
which LARK was embedded. Byrnes gave further evidence regarding the
arrangements with the employer which facilitated her attendance at Union meetings
dating back to 2009, providing copies of email exchanges which supported the
evidence [Exhibits 15 to 23 inclusive].
[34] Byrnes' day commenced on 30 October 2015 with an attendance by her at St Mary's
College where she left some school work for her year 10 business class and had a
discussion with the workplace health and safety officer about an issue arising from
playground duty the previous day. She then proceeded to drive to Brisbane for the
purposes of attending the Union meetings.
[35] On previous occasions following attendance at Union meetings Byrnes had returned
to the school to undertake tasks such as the supervision of school dances which she
described as one of her priorities often staying past 10.00 pm in the evenings. In
2011 when a school sports carnival clashed with a Union meeting, she chose to
attend the carnival and disregarded the Union meeting.
[36] Byrnes produced documentation [Exhibits 27 and 28] which confirmed that whilst
attending Union meetings the employer had continued to pay her wages without any
notation on the document that she had been absent from the school. Further a staff
notices document (dated 30 October 2015) [Exhibit 29] identified her absence from
school on that day as "in-service".
[37] During her time as a member of the Union bodies there had only been one issue
regarding her attendance at the meetings when an Acting Principal (Paul Wruck) had
given an ultimatum of resigning from one of the Union positions or the Queensland
College of Teacher's Professional Standards Committee which Byrne described as
"push back". The issue was later resolved with the pressure from him being "eased
back". There had never been any indication from the employer that her attendance
at the Union meetings was discretionary on the part of the employer. A similar
arrangement regarding her attendance at the Professional Standards meetings had
been entertained by the employer with her appointment to this position being at the
hands of the Union.
-- 10 of 45 --
11
[38] According to the witness the professional responsibility of a teacher included a
requirement to "maintain their professional standing, their knowledge of their
teaching area, and to keep up to date with latest curriculum developments" and to
engage in co-curricular activities within the school environment.
[39] Under cross-examination Byrnes gave evidence regarding the role and business of
the Union which included industrial matters, education processes and changes to
curriculum all of which featured in Council and Executive meetings [Transcript
p. 1-79]. Byrnes had through her evidence-in-chief tendered a number of emails
relating to communications with the College administration around her attendance at
Union meetings but provided no emails about giving feedback to the school
Principal and other levels of management. Such information according to Byrnes
was given at middle leader committee meetings [Transcript p. 1-80]. The feedback
provided was as a result of her participation at Union and other meetings and at
times addressed problems that were being faced by the school in trying to address
overload in the curriculum [Transcript p. 1-80]. Byrnes conceded in undertaking a
search of her emails she had only found one where she had raised issues with a
Principal or Deputy Principal and that had arisen from her role on the education
committee rather than the Union role [Transcript p. 1-80].
[40] According to Byrnes neither St Mary's College nor BCE had any discretion about
whether she attended Union meetings and it was her understanding that "BCE had
an arrangement to allow attendance" [Transcript p. 1-81]. There had never been a
direction or request from the school or her employer to attend the meetings
[Transcript p. 1-82]. Byrnes "assumed" that her contract of employment was as a
teacher and middle leader and contained no reference to her Union activities. The
same applied to her other roles in curriculum and other educational matters
[Transcript p. 1-84]. A proposition was put to Byrnes if the Union had not
reimbursed St Mary's in respect of a replacement or supply teacher, she would be
placed in a situation that if she wished to attend at the Union meetings she would
have to apply for leave without pay to which Byrnes referenced the arrangement
since 1994 as applying and had no knowledge regarding what may apply in the
circumstances of the proposition [Transcript p. 1-86]. Byrnes had an involvement in
another organisation referred to in evidence as the "State Panel" which allowed her
to attend meetings in school time without deductions to pay [Transcript p. 1-84].
[41] Byrnes did not accept the proposition that there was "no encouragement" from the
Principal or school management to attend Union meetings [Transcript p. 1-87] nor
that her attendance at Union meetings related to only conducting Union business as
at these meetings there was a considerable educational element which had a
throwback to her middle leader role [Transcript p. 1-89]. The agendas for the
meetings of 30 October 2015 had been received in the mail prior to her attendance
but she had no knowledge whether the school had been provided with copies of the
agendas. In the case of Byrnes she did not provide a copy of the agendas to the
school management or the Union chapter at the school. At least half of the items on
the agendas would be confidential matters relating to Union businesses [Transcript
p. 1-90].
[42] In discussions with a WorkCover customer advisor following her accident, Byrnes
informed her that "There is some industrial agreement that I'm allowed to go to
those meetings. I just get paid by BCE as normal. I was there for a meeting". With
regards to the fall her evidence was she had no knowledge of why she fell but had
-- 11 of 45 --
12
told the customer advisor she had "felt the sensation I was going to fall" [Transcript
p. 1-93]. In response to a question from the customer advisor about an
encouragement or request to attend the Union meeting she assumed the answer she
gave in that "they've never discouraged it" was the answer she had given bearing in
mind she had no record of the exchange [Transcript p. 1-94].
[43] In re-examination Byrnes confirmed she had never seen the notation of the
WorkCover customer advisor regarding the conversation of 5 November 2015.
Regulator
Finan
[44] Finan the current Principal of St Mary's College commenced her employment at the
College in January 2014 as the Deputy Principal. The management hierarchy at the
time of commencement was:
Principal;
Deputy Principal;
Assistant Principal - religious education; and
Assistant Principal - administration.
[45] As Deputy Principal it was her role to interact with Byrnes in connection with her
attendance at Union and other meetings. Early in her appointment a letter had come
from the Union identifying the number of meetings that Byrnes was required to
attend for the upcoming year. Finan was unfamiliar with such a process and took
some advice from the Principal (Young) about how to manage the situation.
[46] As Byrnes's direct line manager Finan neither requested nor directed her to attend
Union meetings. Finan had no understanding of how Byrnes was appointed to her
Union role or whether the Union role was voluntary or a paid position. Finan had
not since developed any understanding around Byrnes' Union activities.
[47] Finan was aware of the Union structure within the College and in her roles as
Deputy Principal and Principal had a level of involvement with the Chapter
representatives as well as the Union area representative. In her time at the College
she had never had cause to have any dealings at the school with Byrnes about Union
business including her roles with the Union Council and Branch Executive.
[48] In February 2015 correspondence was received from the Union about Byrnes' Union
attendance at Union meetings for the year ahead which she handed on to the Deputy
Principal and whilst that ended her involvement in the matter she was aware of the
replacement arrangements with reimbursement from the Union being received by
the College. In her roles at the College she had no awareness of what Byrnes was
doing at Union meetings and nor had there be a requirement for Byrnes to report
back to the school management what had been discussed at the Union meetings.
[49] Under cross-examination Finan accepted that she may have received information
from Byrnes how the arrangement for attending Union meetings operated. Finan
had no knowledge about who had entered into the arrangement but in her role as
Deputy Principal had maintained the practice [Transcript p. 1-103]. Byrnes had kept
her informed of the upcoming meetings but the witness did not accept her
-- 12 of 45 --
13
involvement had included granting permission or authorisation of Byrnes to attend
the Union meetings [Transcript p. 1-104].
[50] On the Staff Notices circulated throughout the College, Finan's evidence was of no
involvement in the preparation of the documentation other than to read them
[Transcript p. 1-105]. When taken to Staff Notice - Term 3 Week 7 Friday 29
August 2014 [Exhibit 30] the witness explained that reference to Byrnes' absence as
"in-service" was as a result of a drop down menu that provided limited choice. The
system was from BCE and called Timetables [Transcript p. 1-106]. "In-service"
according to the witness could be applied to "any activity that you're off the campus
where you're doing something related to your business". The meaning "business"
could apply to anything not related to medical, long service leave or meetings. It
was really a generic term for "something you are off doing" [Transcript p. 1-107].
BCE was supportive of teachers involved in professional bodies [Transcript p.
1-108].
[51] In re-examination the evidence was that attendance at certain professional forums
would occur without reimbursement from those organisations.
Bath
[52] Bath currently employed in the role of Executive Officer, Governance and Policy at
BCE however in April 2015 he took a 15 month secondment to the role of Deputy
Principal at St Mary's College which finished in June 2016. In that role Byrnes was
a direct report to him which required an involvement with her to ensure staffing for
her classes on days when she attended Union meetings. With regards to payment for
such attendances BCE would pay her salary and the Union would meet the costs
incurred for the replacement teacher. The Union would provide correspondence to
the College detailing the various dates for meetings which Byrnes was to attend
during the year which were a combination of school time and weekends, with
Byrnes requesting permission from Bath to attend the meetings that were held in
school time.
[53] In October 2015 there had been protected industrial action occurring at the College
which had an impact on the ability to cover staff who were on sick or other leave at
the time resulting in a later than usual approval of Byrnes' request for leave to attend
the 30 October 2015 Union meeting.
[54] During his time as Deputy Principal he had not at any time requested, directed or
instructed Byrnes to attend any Union meetings. If the Union had refused to fund
the cost of a replacement teacher the matter of Byrnes' attendance would have been
referred to the Principal to determine approval or not. Byrnes' duties as a Middle
Leader according to Bath did not require her attendance at Union Council or Branch
Executive meetings.
[55] Under cross-examination he repeated his earlier evidence of Byrnes contacting him
prior to her scheduled attendance at Union meetings, about arrangements made for a
replacement teacher to be engaged and the Union invoiced for the costs [Transcript
p. 2-12]. At or around 30 October 2015 there were additional absences as a result of
industrial action which meant his response to Byrnes' request to attend the meeting
on that date was not immediate. The request from Byrnes [Exhibit 23] had stated:
-- 13 of 45 --
14
"Hello Warren
As per correspondence received from QIEU-NT at the beginning of the year,
the AGM occurs this Friday 30th. I have already notified the meeting
organiser that I cannot inform them of my attendance until closer to the day.
I am aware that we cannot guarantee replacement staff until the day before, or
day of, any meetings or excursions. I would appreciate as early a response to
my ability to attend as is possible.
Regards, Lyn." [Transcript p. 2-12]
[56] Bath was of the view that Byrnes' email had shown consideration for the position he
was in at the time with the staffing arrangements [Transcript p. 2-13].
[57] Staff members at St Mary's College, including Byrnes, had been involved with
bodies such as the Queensland Curriculum and Assessment Authority and attended
meetings on and off-site for which they were not required to make application for
leave and received their normal day's pay [Transcript p. 2-15]. Those meetings in
the case of Byrnes were "specifically related to her subject areas, so the process for
verification, as I said, or moderation, which are processes of Queensland Curriculum
and Assessment Authority, are in the particular area that that teacher has expertise
and teaches" [Transcript p. 2-15].
[58] Bath in the course of his professional vocation as a teacher had been on the business
organisation and management panel which he said was beneficial to his role as head
of department for business (at the time) but conceded it was not part of his duties in
that role [Transcript p. 2-16]. There were different types of professional learning
opportunities that occurred which could all be put "into one basket, to be honest -
professional learning, in service whatever you want to call it" [Transcript p. 2-18].
[59] Bath became aware that Byrnes' injury, possibly on the Monday after it occurred but
did not recall talking to her on that day [Transcript p. 2-19]. He had no involvement
in completing an Incident/Injury Form and whilst such form could be filled out by a
colleague or member of staff it was his observation that the staff member injured
would usually complete the form [Transcript pp. 2-20 and 2-21].
[60] In October 2015 due to protracted industrial action it was a challenging time for
management and staff although that had no impact on facilitating Byrnes' attendance
at the Union meeting or his support for such attendance [Transcript p. 2-22].
[61] In re-examination it was Bath's evidence that if he was to be absent from school he
would undertake preparation in advance which would be provided to the relief
teacher along with instruction. There were definite benefits for the school for an
employee to attend bodies such as business organisation and management panels
given it relates to subjects taught at the school.
O'Neill
[62] O'Neill the Manager of Employee Relations with BCE gave evidence that his role
involved supporting and advising on matters relating to employment law for the
-- 14 of 45 --
15
Archdiocese of Brisbane as well as enterprise bargaining and other issues with the
Union.
[63] On the attendance of Byrnes at the Union meeting on 30 October 2015 it was his
understanding that the school supported participation in the Union Executive where
attendance was required on a number of school days each year in addition to a
number of weekends. The Union would provide the costs of backfilling those
employee's positions with relief teachers.
[64] The Collective Agreement in force on 30 October 2015 at clause 6.14 allowed
employees to access various training sessions provided by the Union on matters
including:
dismissals;
participation in meetings with employers;
provisions of the agreement; and
accessing classification reviews.
[65] The Collective Agreement at clause 6.10.7 allowed for leave to be granted for
emergency and natural disaster leave and in particular leave for attendance at
emergencies which at clause 6.10.7(a) stated:
"An employee who is a member of the State Emergency Service, voluntary
member of a local fire fighting unit, members of a Rural Fire Brigade,
auxiliary of a fire brigade, honorary ambulance officer or St John ambulance
volunteer shall be granted paid leave when called out for emergencies, to fight
local fires or where an emergency situation or state of disaster had been
declared under the Public Safety Preservation Act 1986 (Queensland) or the
Disaster Management Act 2003 (Queensland)."
[66] The application of the previously mentioned clause allowed for the employee to be
paid by BCE whilst undertaking these roles. Similarly clause 6.11.1(a) for teachers
that were members of the Defence Force Reserve provided the same benefit.
[67] On the arrangements in place with the Union regarding attendances at Union
meetings, such arrangements only became known to him after 30 October 2015.
[68] Under cross-examination it was the evidence that there were a number of situations
where an employee may absent themselves from the College for both school and
non-school related matters which included payment and without pay. In October
2015 the arrangement that existed for attendance at Union meetings on ordinary pay
were "local level arrangement[s]" [Transcript p. 2-38]. O'Neill was aware of the
Australian Catholic Council for Employment Relations and of documentation that
asserted positively the right of employees of Catholic organisations to be involved
with their unions [Transcript p. 2-40]. In the case of Byrnes' involvement with the
Union, it was O'Neill's evidence "that we would certainly provide and facilitate for
those activities to go on, however we wouldn't necessarily have any - any
involvement in those activities" [Transcript p. 2-40].
-- 15 of 45 --
16
Young
[69] Young currently the Principal at McAuley College having taken up the position in
April 2016 after having been the Principal at St Mary's College for a period of eight
years with the last two years having been spent on maternity leave. In her time at
St Mary's College the school structure altered to incorporate a middle leadership role
of which Byrnes was a participant giving her "some leadership responsibility for
overseeing particular subject areas, developing the curriculum" and working closely
with other staff to ensure best learning and teaching outcomes were being delivered
to students.
[70] Byrnes whose main area of responsibility fell under the business umbrella also
according to Young had a role in the Union although she was unfamiliar with the
detail of that role in respect of it being with the State or Federal body. At the
College there was strong union presence which included a Chapter whose
representatives were elected by staff members. In addition there was a Union
Organiser for the region who would visit the site on occasions to brief staff on
Union matters.
[71] At times whilst Principal she would be involved in meetings with Chapter
representatives or sometimes the Union Organiser but had no cause to at any time
deal with Byrnes on Union matters or receive a brief from her on a Union matter.
From the beginning of her appointment at the College there had been an
arrangement in place where a letter would be received from the Union at the start of
the year which advised of the dates for the upcoming Union meetings which usually
had four occurring on school days and four on weekends and of the Union
commitment to provide teacher release payments to cover Byrnes' absence at the
meetings.
[72] On the matter of Byrnes' Union activities, it was Young's evidence they would fall
under professional development. If a replacement teacher was not made available
by the Union it was unlikely that her attendance at these meetings would have been
seen as a priority in terms of professional development for staff and "there might
have been some rethinking of where it fitted within the priorities".
[73] Byrnes aside from her Union involvement had been "quite heavily" involved in a
number of professional bodies in her role as a senior teacher which had related to
her subject areas in and around syllabus and curriculum development, which had a
direct benefit to the College.
[74] During her time as Principal at the College she had no cause to give instruction or
request Byrnes attend Union meetings nor did she feel the College had benefited
from those attendances. Byrnes had not provided any formal report back although
there may have been times over a cup of tea in the staff room where there may have
been a conversation with Byrnes around something that had been raised at the
meetings.
[75] Whilst there was a benefit in terms of belonging to professional groups and
professional development there was a time when the needs of the classroom had to
be weighed up against those other matters which prompted an email from Young in
February 2011 in which Byrnes was informed:
-- 16 of 45 --
17
"Hi Lyn
This looks fine…
I have not received a letter from QIEU or the LARCS to let me know the dates
of your term meetings. Interesting because I normally have received
something by now. I did get your email with some dates (LARC I think).
I suppose, given the commitment to these eight days (I think) already, it will
be difficult to say yes to future consultations such as this, but we can
determine this when the time comes.
Can you see Paul Wruck to flag the date and time? Paul is aware of the
purpose and my approval.
Regards, Deidre."
[76] In terms of Byrnes' activities when in attendance at Union meetings, Young as
Principal had no input or control over what she did at those meetings.
[77] Under cross-examination Young confirmed that she had facilitated the arrangements
at the College to allow for Byrnes' attendance at Union meetings [Transcript p.
2-48]. Young recalled that Byrnes had attended a number of other meetings where
she had been released on pay which included the Queensland Curriculum and
Assessment Authority as well as a committee that would look at developing syllabus
documents as part of a review process. Young was not aware that in attending those
meetings Byrnes had been a nominee of the Union [Transcript p. 2-50].
[78] Young had a strong belief in professional development and as a senior teacher and
leader she expected Byrnes would have an understanding of potential developments
in the curriculum area. The attendance at Union meetings was a source of personal
development for Byrnes but Young was reluctant to say "it had strong ties to our
priorities at school" [Transcript p. 2-51].
[79] Young was familiar with what would be discussed at Union meetings, having
attended a "handful" of meetings in the past giving evidence they would include:
support teachers and non-teachers in the workplace;
work hours;
work intensification; and
maybe curriculum. [Transcript p. 2-52]
[80] In terms of professional development the involvement in State Panels was seen by
Young as "some of the best professional development staff can be involved in"
[Transcript p. 2-52]. Co-curricular activities involving teaching staff is not part of
their duty statements but such involvement enhances the holistic education the
College delivers to their students [Transcript p. 2-53].
[81] Young accepted there was benefit in having a good relationship with the Union and
in releasing Byrnes to attend Union meetings to her knowledge there had been no
issues around the supply teachers [Transcript p. 2-54]. The reference to the term
"in-service" was on the same "par" with personal development attendance
-- 17 of 45 --
18
[Transcript p. 2-55]. On the Union attendance, it was Young's evidence it did in
terms of professional development fit comfortably with the priorities of the school
[Transcript p. 2-56].
Submissions
[82] Written outline of submissions were provided to the Commission and addressed
orally by the parties. In addition each party provided further written submissions
beyond the completion of the hearing.
Regulator
[83] The Appeal lodged by Byrnes sought to set aside the decision of the Review Unit
(dated 13 April 2016) which confirmed her application for workers' compensation
be rejected and the Appeal is opposed by the Regulator who seeks that:
the Appeal be dismissed;
the Review Unit decision of 13 April 2016 be confirmed; and
Byrnes pay the Regulator's costs of and incidental to the Appeal.
[84] The Appeal under the Act is not an appeal strictu sensu but a trial of the claim of the
injured worker which requires the Commission to be satisfied that the factual
situation is such that the worker had suffered an injury within the meaning of the
Act. The onus of proof fell upon the Appellant with the standard of proof being on
the balance of probabilities. See:
State of Queensland (Queensland Health) v Q-COMP and Coyne1; and
SPE Pty Ltd v Q-COMP and Fuller2.
Issues for Determination
[85] The Regulator conceded that Byrnes:
was a "worker" for the purposes of the Act; and
sustained an injury to her right shoulder.
[86] The Appellant in opening conceded there is no contention that the injury arose out of
her employment at St Mary's College.
[87] Therefore the issue is whether Byrnes' injury occurred in the course of her
employment at St Mary's College and whether her employment at the College was a
significant contributing factor to her injury.
Regulator's Contentions
[88] The only link that Byrnes appears to emphasise and rely upon between the event
giving rise to the injury and employment was that:
it occurred on a day which was a usual day of work for her; and
1 State of Queensland (Queensland Health) v Q-COMP and Beverley Coyne (2003) 172 QGIG 1447
2 SPE Pty Ltd v Q-COMP and Garry Clifford Fuller - (C/2010/9) - Decision - <http://www.qirc.qld.gov.au>
-- 18 of 45 --
19
she received authorisation (tacit or implicit rather than explicit) to attend
the Council/Branch Executive meetings and the Annual General Meeting
held on 30 October 2015; and
she was paid her ordinary pay for the day.
None of these facts are sufficient to constitute the claim that the injury occurred in
the course of her employment.
[89] The submission identified factual findings open to the Commission that included:
voluntary decision to accept nomination to the Union positions. No
inducement or encouragement from BCE. Voted into position by Union
members;
the Union role extended far beyond the boundaries of her role as a
teacher and Middle Leader at St Mary's College;
attendance at Union meetings was participating in and performing Union
work/business not related to her teaching duties nor was the attendance
as a St Mary's College representative;
on 30 October 2015 there were three meetings with agendas;
the location of the Union meetings had been arranged and paid for by the
Union without the College or employer involvement;
St Mary's College and BCE had no control over Byrnes' actions or
activities in the course of her attendance at off-campus extra-curricular
activities;
no requirement, request or occasion where Byrnes had to report back to
the College or BCE about what had occurred at the meetings; and
the Union activities were something quite distinct and separate from her
employment duties.
[90] The description by Byrnes on how the injury occurred appears to confirm there was
nothing about the venue that caused her to fall and it was in fact likely that she had
some type of fainting spell that cannot be related to her employment duties as a
teacher at St Mary's College therefore her employment could not be viewed as being
a significant contributing factor.
History and Background
[91] In the period between 1993 to 1994 negotiations occurred between BCE and the
Union around an arrangement to facilitate the attendance of BCE employees who
were members of the Union Council and Executive and whilst the Regulator does
not question the past operation of that arrangement, the existence of the arrangement
does not mean that Byrnes was acting in the course of employment at the time of her
injury.
[92] A chronology of events critical to the circumstances of the Appeal documented the
following:
Union correspondence of 9 February 2015 to the Principal of St Mary's
College identifying meeting dates for 2015;
three Union meetings were scheduled for 30 October 2015 including the
Annual General Meeting;
-- 19 of 45 --
20
on 26 October 2015 Byrnes sought by email approval from Bath to
attend Union meetings on 30 October 2015;
venue for the meetings was paid for by the Union;
shortly after arrival at the venue Byrnes had some form of syncopal or
pre-syncopal episode and had fallen thereby sustaining the injury to the
right shoulder;
a Claim for Workers' Compensation was lodged on 3 November 2015
and rejected by WorkCover on 9 December 2015; and
the Regulator's Review Unit confirmed the decision of WorkCover on
13 April 2016.
Relevant Legislation
[93] It was submitted the relevant legislation is s 32(1) of the Act:
"32 Meaning of injury
(1) An injury is personal injury arising out of, or in the course of,
employment if -
(a) for an injury other than a psychiatric or psychological
disorder - the employment is a significant contributing factor
to the injury.
(b) for a psychiatric or psychological disorder - the employment
is the major contributing factor to the injury."
Summary of Evidence
[94] An overall summary of the evidence given in the proceedings of both the Appellant
and Regulator's witnesses featured in the outline of submissions with the
Commission urged to prefer the evidence of witnesses called by the Regulator where
there was conflict between that evidence and the evidence given by Byrnes.
In the Course of Employment
[95] Given the concession that Byrnes' injury had not arisen out of her employment, the
personal injury must have occurred in the course of her employment with BCE.
[96] As to what is meant by the phrase "in the course of employment", in Commonwealth
of Australia v Lyon3, Deane J said:
"Injury in the course of employment means an injury is sustained while the
worker is engaged in the work he or she is employed to do or in something
which is concomitant of or reasonably incident to his employment to do that
work (Kavanagh v Commonwealth (1960) 103 CLR 547 at 559;
Commonwealth v Oliver, supra, at 358). The course of employment is a
temporal concept and it is unnecessary that there be any casual connection
between the work which the employee employed to do and the injury which
sustains (Kavanagh v Commonwealth, supra, at 555, 570; Commonwealth v
Oliver, supra, at 359, 362). The scope of what is within it depends upon 'the
sufficiency of the connection between the employment and the thing done by
3 Commonwealth of Australia v Lyon (1979) 24 ALR 300
-- 20 of 45 --
21
the employee' which 'cannot but remain a matter of degree, in which time,
place and circumstances as well as practice, must be considered together with
the conditions of employment' (per Dixon J, Whittingham v Commissioner of
Railways (WA)(1931) 46 CLR 22 at 29, and see generally Stephen J Bill
Williams Pty Ltd v Williams [1972-73] ALR 303; 126 CLR at 158-9."
[97] An injury in the course of employment means an injury is sustained while the
worker is engaged in work or they are employed to do something which is
concomitant of, or reasonably incidental to, the person's employment to that work
and it is not sufficient to simply establish a mere temporal relationship or put
alternatively it may not be enough that the workplace is simply the setting or context
in which an injury occurs. Authorities cited in support of the Regulator's position
included:
Kavanagh v Commonwealth4; and
WorkCover Queensland v BHP (QLD) Workers' Compensation Unit5.
[98] In this case because of the particular circumstance the principles in Hatzimanolis v
ANI Corporation Ltd6 and Comcare v PVYW7 are not relevant because it does not
involve an interval of work or an interlude within a period of work which was
supported the decision of O'Loughlin v Linfox Australia Pty Ltd8.
[99] The contention of Byrnes that as the injury had occurred on an ordinary work day
for which she received her ordinary pay and for which she had permission to be
away from the workplace was sufficient to constitute the injury occurring in the
course of her employment was refuted by the Regulator on the basis of the
previously mentioned authorities which indicate her circumstances were not
sufficient for a finding of a connection with the workplace and the injury. Further in
terms of the situation it was the case that:
Byrnes' decisions around Union membership and the Union role were
entirely voluntary on her behalf;
a Union Chapter was present on site that dealt with school based issues
with Byrnes playing a limited role in the school based issues;
Byrnes' attendance at the three Union meetings on 30 October 2015 was
purely for the purposes of Union business;
matters to be addressed on 30 October 2015 had nothing to do with
Byrnes' role or duties at St Mary's College;
Byrnes was not engaged in actual work duties at the time of the incident;
Byrnes was not on the employer's premises at the time of injury but was
on premises that had been hired by the Union;
BCE had no control over her actions, activities or conduct during the
course of the day;
in cases identified in clauses 6.10.7 and 6.11(a) of the Collective
Agreement employees are paid ordinary pay for the period they are away
4 Kavanagh v Commonwealth (1960) 103 CLR 547
5 WorkCover Queensland v BHP (QLD) Workers' Compensation Unit [2002] QIC 27
6 Hatzimanolis v ANI Corporation Ltd (1992) 173 CLR 473
7 Comcare v PVYW (2013) 250 CLR 246
8 O'Loughlin v Linfox Australia Pty Ltd [2015] FCA 1000
-- 21 of 45 --
22
from their normal duties and attend locations under the control of
someone other than the employer to perform services for someone else;
it cannot sensibly be suggested that BCE be responsible for covering an
injury under its workers' compensation policy for an injury sustained
whilst undertaking State Emergency Service (SES) or training with the
Army Reserve yet a distinction is sought to be drawn on her Union
activities; and
the significant factor with BCE paying Byrnes' ordinary pay on her day
of absence is that the replacement costs are met by the Union.
[100] As a consequence of all the points raised the attendance of Byrnes at the meetings
on 30 October 2015 could not be viewed as being "incidental" to her employment
and therefore her injury could not be seen to occur in the course of her employment.
Other Activities
[101] The attempt by Byrnes to "muddy the waters" by raising involvement with other
bodies such as QCT, QCAA and State Panels was simply not relevant as her injury
was not sustained when attending an event of this nature. The mechanisms in place
which secured Byrnes' attendance at events of this nature were not raised in these
proceedings.
[102] Of more significance was the evidence of Bath and Young about the nature of BCE
employees' involvement in these types of activities with the benefit going to not only
the employee but also the school itself. These types of events based on the evidence
may be incidental to employment.
[103] As the Commission was not called upon to determine whether an injury at one of
these events was in the course of employment, it was strongly submitted that this
evidence should be disregarded.
The Employment must be a Significant Contributing Factor to the Injury
[104] It is necessary for Byrnes' employment to be a significant contributing factor to her
injury and for that to occur employment must be important or of consequence. It has
previously been held that "significant" does not mean "large", "great", "weighty" or
"substantial" but more appropriately are terms such as "important" or "of
consequence".
[105] The composite phrase at s 32 of the Act "significant contributing factor" suggests
some linkage between the employment and the injury. In Newberry v Suncorp
Metway Insurance Ltd9 Keane JA stated:
"[27] It cannot be disputed that, when s 32 of the WCRA speaks of
'employment' contributing to the worker's injury, it is referring to
employment as a set of circumstances, that is to the exigencies of the
employment of the worker by the employer. The legislation is referring
to 'what the worker in fact does during the course of employment'. The
requirement of s 32 of the WCRA that the employment significantly
contribute to the injury is apt to require that the exigencies of the
9 Newberry v Suncorp Metway Insurance Ltd [2006] 1Qd.R 519
-- 22 of 45 --
23
employment must contribute in some significant way to the occurrence
of the injury which the claimant asserts was caused by the breach of duty
of the person (not the employer) against whom the claim is made.
…
[41] That having been said, however, I should also observe in passing that the
fact that an injury has been suffered arising out of employment, or in the
course of employment, is not sufficient to establish that the employment
has been 'a significant contributing factor to the injury'. To read s 32 of
the WCRA in that way would be to read the latter words out of the
section, and in my respectful opinion to accord scant respect to the
evident intention of the legislature to require a more substantial
connection between employment and injury than is required by the
phrases 'arising out of employment' or 'in the course of employment'."
[106] The Regulator in relying upon also the matter of Croning v Workers' Compensation
Board of Queensland10 submitted that when considered with the previously
mentioned factual analysis the employment of Byrnes with St Mary's College was
clearly not a significant contributing factor to her injury and even if it could be
somehow linked back to her employment, it seems that the location of her fall was
merely the setting or background to what appears to be some form of fainting spell
that caused her to sustain an injury.
Conclusion
[107] It was submitted the Appeal should be dismissed and the decision of the Review
Unit (dated 13 April 2016) be confirmed.
[108] The Regulator seeks costs of defending the Appeal.
Appellant
Real Question in this Case
[109] The employer had released Byrnes from teaching duties on 30 October 2015 to
attend Union meetings as had been the practice for the past 11 years. She was paid
as if she was teaching at the College who had expressly authorised the attendance
and it was the case that it was in the course of Byrnes' employment she attended the
meetings with the authority, knowledge and support of the employer when the
employer decided to pay the wages.
[110] This was not an interval case with the reason for the claim being in the treatment of
the meeting as a paid day of work in the nature, terms and circumstances of the
employment.
[111] However in any event the Appellant satisfied the elements of establishing an interval
claim, hence an alternative submission is also made.
10 Croning v Workers' Compensation Board of Queensland (1997) 156 QGIG 100
-- 23 of 45 --
24
Overview of the Appellant's Submissions
[112] An overview was put by the Appellant as follows:
Submission in the Alternative
First, the attendance on 30 October 2015 was an ordinary work day
authorised as part of her employment allowing participation in the
Executive/Council meetings. An activity in the course of employment
arises as a consequence of these factors. As a result of custom and
practice the attendance was incidental to her ordinary employment as a
teacher in BCE.
Second, in the alternative, even treating it as an interval case, the facts
demonstrate that BCE authorised, encouraged and induced Byrnes to
attend the meeting.
The Course of Employment - Legal Principles
The only issue to be determined is whether the injury was in the course
of employment to satisfy s 32(1) of the Act. The authorities relied upon
make it abundantly clear that the expression "course of employment" is a
far more extensive concept that simply carrying out duties.
[113] In approaching an analysis of the authorities in cases dealing with the expression
"course of employment" the submission encouraged that it not be an exercise in
statutory construction but rather to gain an understanding of the concepts expressed
in those cases. There is a requirement to have regard to the "general nature and
circumstances of the employment" and not merely the circumstances of the
particular occasion out of which the injury to the particular employee had arisen.
[114] In Hatzimanolis v ANI Corporation Ltd11 (Hatzimanolis) it stated that the incidence
of service is not a principle of the application of which will determine whether the
injury was sustained in the course of employment, it is a conclusion.
[115] While the Appellant's submission is that it is not strictly necessary to reach the
conclusion that attending the Union meeting was in the course of employment the
Commission should be fortified in reaching a conclusion by the fact that attendance
was a well-established custom and practice as part of the employment of teachers
who occupied Executive/Council positions. It is difficult to get past the conclusion
that engaging in an activity authorised by the employer and paid for by the employer
must not be in the course of employment.
[116] Other authorities relied upon to support authorisation and custom and practice
included:
Danvers v Commissioner for Railways (NSW)12 (Danvers);
Comcare v PVYW13 (PVYW);
11 Hatzimanolis v ANI Corporation Ltd (1992) 173 CLR 473
12 Danvers v Commissioner for Railways (NSW) (1969) 122 CLR 529
13 Comcare v PVYW [2013] HCA 41
-- 24 of 45 --
25
Henderson v Commissioner of Railways (WA)14;
White v Berrie15.
Interval cases
[117] In terms of the alternate position the submission addressed the history of interval
cases and the current state of the law. The Henderson test mentioned previously was
said to have had a problematic judicial history by the time the High Court had
reformulated the test in Hatzimanolis where reference was made to the strained
interpretation of the words "in order to carry out…duties" which had been applied in
a number of cases.
[118] In Hatzimanolis the plurality had stated the principle in interval cases as:
"Accordingly, it should now be accepted that an interval or interlude within an
overall period or episode of work occurs within the course of employment if,
expressly or impliedly, the employer has induced or encouraged the employee
to spend that interval or interlude at a particular place or in a particular way."
It is worth noting the plurality went on to say that an injury sustained in such an
interval will be within the course of employment if it occurred at that place or while
the employee was engaged in that activity unless the employee was guilty of
misconduct. The Court reaffirmed what Barwick CJ had said in Danvers, namely
that in determining whether an injury occurred in the course of employment, regard
must always be had to the general nature, terms and circumstances of the
employment and "not merely to the circumstances of the particular occasion out of
which the injury to the employee had arisen".
[119] In PVYW the majority set out an approach to the application of the Hatzimanolis
principle to interval cases in that:
there was a factual finding an injury was suffered by an employee whilst
not engaged in actual work;
in some cases the injury will have occurred by reference to the place,
more commonly, it will have occurred while the employee was engaged
in an activity;
the question that arises was whether the employer induced or encouraged
the employee to engage in that activity; and
to be added was whether the employer authorised the employee to
engage in the activity.
If the answer is in the affirmative the injury will have occurred in the course of
employment.
[120] In this case the connection between the injury, the circumstances in which it
occurred and the employment is achieved by the fact of the employer's inducement,
encouragement or authorisation of the attendance on 30 October 2015.
14 Henderson v Commissioner of Railways (WA) [1937] HCA 67
15 White v Berrie [1923] NZLR 297
-- 25 of 45 --
26
[121] The satisfaction of both the place and activities test as a condition for liability is not
required. See Westrupp v BIS Industries Ltd16.
Teacher Cases
[122] It was not unsurprising there were no cases about employees claiming compensation
for an injury sustained in authorised activities on pay however there were some
authorities, of marginal assistance that demonstrated the nature of the course of
employment in the teaching profession. These included:
Mackenzie v The Workers' Compensation Board of Queensland17 where
Moynihan J had held the attendance at a golfing afternoon and barbecue
after school was in the course of employment because of the discussion
of a pilot program with peers; and
Wentzel v The Workers' Compensation Board of Queensland18 where
Moynihan J had upheld the decision of an Industrial Magistrate which
involved a teacher being injured when involved in an extra-curricular
activity of an overseas trip supervising students on a voluntary basis.
A contractual issue - paid meeting time as a contractual entitlement
[123] The Commission was not in this case required to determine that the attendance at the
meeting was in the course of employment as that conclusion is reached by other
means such as:
attendance was authorised and paid by the employer;
it had been a custom and practice of the employment; and
if not a contractual term the condition had formed part of the general
industrial terms and conditions of the employment.
[124] A finding ought to be made that the paid meeting time at Executive/Council
meetings was a contractual entitlement on two distinct grounds:
implied by custom and usage of 22 years. See Byrne v Australian
Airlines Ltd19; and
by virtue of the Union acting as agent for its employees who hold
Executive/Council positions.
Nature, terms and circumstances of employment
[125] The terms of Byrnes' employment demonstrated that:
attendance and participation in Executive/Council meetings were
authorised and paid by the employer; and
attendance and participation were a well-established custom and
practice.
16 Westrupp v BIS Industries Ltd [2015] FCAFC 173
17 Mackenzie v The Workers' Compensation Board of Queensland (1993) 33 WCR 438
18 Wentzel v The Workers' Compensation Board of Queensland (1991) 31 WCR 102
19 Byrne v Australian Airlines Ltd (1995) 195 CLR 410
-- 26 of 45 --
27
[126] If treated as an interval case, the employer had authorised, encouraged and induced
her attendance at the meetings.
Paid meeting time provision
[127] There was evidence from Burke which detailed the payment arrangements having
been the product of a robust industrial dispute and negotiation between two
experienced and practical industrial relations organisations which had resulted in a
formal arrangement that provided:
teachers being released from teaching duties, on normal pay, to attend
the Union meetings;
the employer was expected to provide a replacement teacher to cover all
teaching duties for that day; and
the Union would reimburse the actual cost of the replacement teacher.
Payment in the ordinary way
[128] The payment of uninterrupted ordinary wages was a powerful factual support that
the attendance at the meeting, as with any other meeting paid under the same
system, was in the course of employment.
[129] Attendance at the Union meetings was not dealt with in the employers Web Self
Service system.
Paid meeting time as professional development
[130] The aspect of Byrnes' professional development at these meetings was supported by
the evidence of Young who had viewed the attendance in the same category as
QCAA meetings although at a lower order. The School Bulletins (Notices)
described Byrnes' attendance at the Union meetings as "in-service" which was
synonymous with professional development.
Authorised and approved activities in work time with pay
[131] All the evidence points to the employer having authorised and permitted Byrnes to
attend the Union meetings with the authorisation occurring from the entry into the
diary following correspondence from Burke which identified the meetings dates for
the year ahead.
Teacher Release Fund entrenches meetings in the course of employment
[132] The fund allocates a budget for each school to cover the release of teachers to attend
a range of other meetings where they are paid for the attendance. This
administrative arrangement has institutionalised a culture where teachers are
released from classroom duties to engage in off-site activities in the course of
employment.
Attendance not leave, entitlements accumulate on the day
-- 27 of 45 --
28
[133] The attendance at the Union meetings sits on its own and is not any of the leave
types provided for in the collective agreement. Employees accessing this leave
continue to accrue entitlements that include:
personal leave;
annual leave; and
long service leave.
Paid meeting time provision in practice
[134] In the 11 years prior to the incident on 30 October 2015 there was a consistent
process in place with the Union providing correspondence under the signature of
Burke that:
set out the meeting dates for the year;
summarised the terms of the arrangement;
the Fridays were "employer time";
expectation of a replacement teacher; and
payment for the cost of a replacement on condition one was employed.
[135] Byrnes would issue a reminder prior to each meeting that set in place a process to
locate a replacement for the day. This action was consistent with the exercise of an
employment entitlement which was recognised by the employer. Byrnes would
attend the College prior to going to meetings to distribute work for classes and
undertake other work-related functions. The meetings were prioritised by her to the
extent that one occasion a school sports carnival took precedence over attendance at
a Union meeting. Byrnes would treat the day in the same way as any normal day.
Broader system of paid off-site activities that are not teaching duties
[136] Byrnes was released to attend QCAA meetings for which the College paid for her
attendance as ordinary normal pay, significant as her attendance was in the capacity
of the nominated representative of the Union. There was no line between teaching,
education, school and Union functions with Bath giving evidence that meetings such
as QCAA were not part of a teacher's duties.
Injury treated as any other workplace injury
[137] The College had treated the injury the same as an injury that happened at work with
Byrnes' having advised the Workplace Health and Safety Officer (by telephone) of
the incident.
Generally
[138] The nature of a teacher's employment is relevant in that it carries professional
responsibilities which extend beyond teaching classes. Teachers are encouraged to
be involved in a range of matters that whilst not directly impacting on their duties,
are pertinent to the wider sphere of education and improvement in the sector. These
included participation in committees, panels and syllabus activities that provided a
high level of professional development.
-- 28 of 45 --
29
Benefits
[139] The College gained benefits from Byrnes' attendance at the Union meetings which
included:
enhancing a good relationship with the Union;
maintaining harmonious staff relations;
benefit of having a supply teacher to cover Byrnes' attendance at the
meetings; and
BCE gained the benefit of 21 years of industrial peace on this issue.
The issue of benefit was relevant to the question of authorisation on the interval
argument and in this case the employer benefits reinforced the express authorisation
given.
Encouragement
[140] There was evidence of encouragement in two categories, firstly with the support
given to Byrnes to attend the meetings and being paid for the days as normal by the
College and secondly the encouragement of improving employee relations by the
support given to Byrnes in her Union role. The one time Byrnes experienced
difficulties regarding her attendance at Union meetings in 2008 there was a meeting
between the Union and BCE which affirmed the entitlements to attend meetings. At
no time was Byrnes informed that BCE reserved the discretion to refuse her
attendance at the meetings.
Inducement
[141] The payment of ordinary pay for the day and provision of a replacement teacher
constituted inducement.
Significant contributing factor
[142] The attendance by Byrnes at the Christie Centre was expected and normal in that an
attendee would move from one area of the venue to another. The fall was the cause
of the injury and once determined that the meeting was in the course of employment,
the employment is the significant contributing factor to the injury.
Invitations to error
[143] The conduct of the Regulator's case portends the possibility of invitations to error in
the following areas:
that the employer had no control over Byrnes when she attended the
30 October 2015 meeting;
the misguided focus on the activity or business of the meeting on
30 October 2015 as being a determinant of the course of employment;
it was irrelevant to the course of employment that the employer might
have a discretion or some form of reserved power to forbid attendance at
the meeting; and
it was erroneous to regard St Mary's College as the employer.
-- 29 of 45 --
30
Conclusion
[144] The straight forward answer to the question of whether Byrnes' attendance at the
Union meeting on 30 October 2015 was in the course of employment was said to be
"Yes", because the employer had authorised the attendance on a school day with the
full knowledge of the attendance and was prepared to pay the employee to attend the
off-site meeting.
[145] There was an entrenched custom and practice acknowledged by support to attend the
meetings and the payment of ordinary pay for the day which became part and parcel
of the employment. It was contended that the paid meeting provision is a
contractual term which brings the attendance at these meetings within the course of
employment contemplated by a contractual provision. If not a contractual provision
the operation of the provision demonstrated that the attendance was in the course of
employment.
[146] Should this be treated as an interval case, contrary to the primary submissions of the
Appellant the terms and circumstances of the employment demonstrates satisfaction
of the test in Hatzimanolis as explained in PVYW.
[147] The employer had in this case induced, encouraged or authorised Byrnes to engage
in the activity of attending the Executive/Council meetings. The arrangement had
been applied by successive line managers at St Mary's College which could not be
described as neutral conduct. The payment of normal salary for the day plus the
cooperation in the engagement of a replacement teacher for the day was a clear
inducement.
[148] The Appeal should be allowed with costs sought by the Appellant.
Further Submissions of the Appellant
[149] The further submissions sought to address the following two issues:
legislation governing the appointments of Byrnes to positions with the
Queensland College of Teachers and QCAA; and
reference to further authority arising from the Regulator's written
submissions concerning the expression "significant contributing factor"
pursuant to s 32(1) of the Act.
Legislation
Education (Queensland College of Teachers) Act 2005 (QTC Act)
[150] Byrnes in 2008 was a member of the Professional Standards Committee of the
Queensland College of Teachers pursuant to s 259 of the QTC Act. The legislation
vested a discretion in the Board to determine qualifications for appointments to
committees. The Board had made a policy decision to reserve positions for Union
nominees by reason of the nomination by the Union.
Education (Queensland Curriculum and Assessment Authority) Act 2014 (QCAA
Act)
-- 30 of 45 --
31
[151] Byrnes' membership of the Learning Area Reference Committee, the Learning Area
Reference Group and the Australian Curriculum Working Group of the QCAA Act
was a result of policy decisions of the relevant bodies to reserve positions for Union
nominees and in some cases by reason of nomination by the Union.
Significant contributing factor
[152] The Commission's attention was drawn to Simon Blackwood (Workers'
Compensation Regulator) v Civeo Pty Ltd and Anor20 in which an Appeal against a
decision of the Commission was allowed in respect of a finding regarding an injury
caused by assault in sleeping accommodation provided by the employer.
Commentary from this decision went to:
observations that Croning v Workers' Compensation Board of
Queensland21 was an unusual case based on unusual facts; and
statement by Keane JA in Newberry v Suncorp Metway Insurance Ltd22
that the requirement that the employment significantly contributed to the
injury is apt to require that the exigencies of the employment must
contribute in some significant way to the occurrence of the injury. His
Honour had stated:
"The test applied in determining whether employment was a
significant contributing factor must be applied in a practical way.
It is the 'exigencies' of employment which must be considered and,
while that will ordinarily include the contractual terms of
engagement, it will generally require an analysis of the
circumstances surrounding the employment."
[153] The exigencies in this case were the surrounding circumstances of the regularity and
acceptance of attendance at a broad range of "off-site" expressly and approved
authorised meetings and the like which provides the requirement of connection
between the employment (not the duties) and the injury. See also Harvey v Simon
Blackwood (Workers' Compensation Regulator) & Anor23.
Regulator Submissions in Reply
[154] The Regulator argued against the proposition that an entitlement existed in Byrnes'
employment contract to attend Union meetings in the course of her employment on
the basis of being implied by custom and practice or alternatively on the basis that
the term had the contractual effect between the employee and employer by virtue of
the Union acting as an agent for its employees who held Executive/Council
positions. There were according to the submission a number of fundamental
difficulties to this proposition that included:
the arrangement ultimately put in place in 1994 was between the Union
and BCE with these parties being the entity;
20 Simon Blackwood (Workers' Compensation Regulator) v Civeo Pty Ltd and Anor [2016] ICQ 001
21 Croning v Workers' Compensation Board of Queensland (1997) 156 QGIG 100
22 Newberry v Suncorp Metway Insurance Ltd [2006] 1Qd.R 519
23 Harvey v Simon Blackwood (Workers’ Compensation Regulator) & Anor [2016] ICQ 014
-- 31 of 45 --
32
there was no evidence that in the negotiation the Union was acting as
agent for the (then) employees involved;
the Regulator's understanding of the evidence was that it was sometime
after 1994 that Byrnes became a Union and Executive/Council member.
[155] To suggest in the circumstances that the Union was acting for Byrnes in 1994
establishes the fallacy (legal and factual) of the Appellant's argument. Also it should
be remembered that Byrnes had commenced as an employee with BCE in 1976
therefore her employment contract with BCE had subsisted for a substantial period
of time prior to the arrangement being put in place in 1994 and to Byrnes becoming
a Union member.
[156] Byrnes confirmed in cross-examination that her employment contract did not require
her to become a member of the Union Executive/Council or to attend meetings of
the Union bodies. It would be a novel employment contract which would require
the implication of a term as proposed by the Appellant arising in circumstances that:
almost 20 years after the employment contract was created;
a unilateral and personal decision by an employee to take up a voluntary
position at the Union which was not approved by the employer;
without further agreement the employer gives rise to a term being
implied into the employment contract which required the release of the
employee on pay to serve the Union rather than the employer.
[157] Of further significance was the failure to include this arrangement in the Collective
Agreement unlike other arrangements enshrined specifically at clauses 6.14, 6.15
and 9.14 of the Agreement.
[158] The majority judgement of the Privy Council in BP Refinery (Westernport) Pty Ltd v
Shire of Hastings24 laid down the following criteria for the implication of a term into
a contract as:
it must be reasonable and equitable;
it must be necessary to give business efficacy to the contract, so that no
term will be implied if the contract is effective without it;
it must be so obvious that "it goes without saying";
it must be capable of clear expression; and
it must not contradict any express term of the contract.
This passage had been endorsed by Australian Courts including the High Court in
Secured Income Real Estate (Australia) Ltd v St Martins Investments Pty Ltd25.
[159] In the case before the Commission it is submitted by the Regulator that such a term
is not required to give business efficacy to Byrnes' employment contract with her
employment contract having been effective for years without such a term implied.
There is no basis for the implication of a term or "entitlement" as part of her
employment contract to attend Union meetings with the Appellant's case appearing
to rest on the premise that bare permission to attend the Union meeting as an office
24 BP Refinery (Westernport) Pty Ltd v Shire of Hastings (1977) 16 ALR 363
25 Secured Income Real Estate (Australia) Ltd v. St Martins Investments Pty Ltd (1979) 144 CLR 597
-- 32 of 45 --
33
holder of the Union whilst being paid her ordinary pay must result in a conclusion
that anything that occurs that day was in the course of her employment.
[160] The Commission should take into account:
the history of the arrangement;
the original intention of the arrangement that staff members would take
leave without pay; and
changes made were to benefit the Union.
[161] If the Commission was minded to agree with the position advanced by the Appellant
that the injury occurred in the course of employment the Regulator maintained that
Byrnes had failed to establish in the circumstances that the employment was in fact
the significant contributing factor to the injury.
[162] The reliance on a "but for" case was refuted on the basis that authorities had
constantly held that was the wrong test. See Qantas Airways Limited v Watson (No
2)26 and the cases cited therein.
Interval Cases
[163] Despite the apparent agreement this was not an interval case the Appellant still
addressed in some detail interval case authorities. It has therefore become necessary
to characterise the case as either a place or activity case and in these circumstances it
is a place case.
[164] The evidence was that the College had no knowledge of actions or activities
undertaken by Byrnes when she attended at the Union meeting which restricted their
position to having extended permission to Byrnes to attend at a place where the
Union meetings were being held.
[165] In PVYW firstly in proceedings before the Federal Court of Australia, Nicholas J had
noted:
"A particular difficulty with the applicant's argument is that in many cases an
employee will be induced or encouraged by his or her employer to spend time
at a particular place solely for the purpose of allowing the employee to engage
in a specific activity or range of activities. In such cases it may not be
sufficient to establish that the employee had suffered his or her injuries in the
course of employment simply because he or she suffered them while at that
particular place."
This particular passage highlights the fundamental problem for the Appellant's case
in that it is not merely enough to simply point to the fact that the injury occurred at
the Christie Centre to establish that the injury had occurred in the course of her
employment.
[166] In proceedings before the High Court the operation of the Hatzimanolis principle
was reanalysed with the majority judgement observing:
26 Qantas Airways Limited v Watson (No 2) [2010] NSWWCCPD 38
-- 33 of 45 --
34
"When injury occurs at and by reference to a place, the question is: did the
employer induce or encourage the employee to be there? If the answer to the
relevant question is affirmative, then the injury will have occurred in the
course of employment."
The majority further observed:
"There is a further reason for rejecting the respondent's contention. She was
not injured whilst present at a place in the sense in which that expression is to
be understood in the joint reasons in Hatzimanolis. An injury occurs at a place
when the circumstance of the injury is referable to the place. The
circumstances of Danvers, which was the basis of this criterion of liability,
make this plain. They explain why the mere presence of an employee at a
place in circumstances where an injury is associated with that place may be
sufficient to bring that injury within the course of the employee's
employment."
[167] The majority addressed also the factual circumstances of the Danvers case which
they concluded:
"An injury occurring to an employee by reference to or associated with a place
where the employee is present may involve something occurring to the
premises or some defect in the premises. For example, if the light fitting in
this case had been insecurely fastened into place and simply fell upon the
respondent, the injury suffered by her would have arisen by reference to the
motel. The employer would be responsible for injury because the employer
had put the respondent in a position where injury occurred because of
something to do with the place. Liability in those circumstances is justifiable.
Liability for everything that occurs whilst the employee is present at that place
is not."
[168] In the present case regarding the interval argument on either an activity or place
approach there was absolutely nothing about either the activity or place that gives
rise to the injury occurring, it was merely the essential geographic background to
some other event that gave rise to the injury.
[169] The injury cannot be seen to be one that either occurred in the course of Byrnes'
employment, or was one that the employment made a significant contribution to the
injury occurring.
Appellant Further Submissions in Reply
[170] The Appellant filed further submissions of an unusual nature in that they were filed
in reply to reply submissions filed by the Regulator. Counsel for the Regulator upon
the reading of the submissions took no issue with the content being subject to
consideration by the Commission advising that they would not seek to provide any
further reply.
[171] The submission sought to correct what was described as a "series of erroneous legal
and factual propositions" contained in the Regulator's reply submissions and covered
the following grounds:
-- 34 of 45 --
35
the contractual term of Byrnes' contract of employment that, in the event
that Byrnes held office in the Union Executive/Council, she was entitled
to attend Union Executive/Council meetings on ordinary pay;
the course of employment point;
the "significant contributing factor" point; and
interval cases.
Contractual term
[172] Factually incorrect errors said to have been of concern related to:
Byrnes' Union membership;
misapprehension regarding staff members taking leave without pay; and
Union payment for relief teachers and benefit for the employer.
[173] The Regulator had diverted to unrelated argument that was reliant on BP Refinery
(Westernport) Pty Ltd v Shire of Hastings27 in which the Regulator mistakenly
treated implied terms as a single type when there were four separate types. See
Brambles Holdings Ltd v Bathurst City Council28 and Byrne v Australian Airlines
Ltd29.
[174] Further mistaken submissions were made regarding the terms of a contract of
employment being fixed and inflexible from the date of the original agreement
which were not supported by any authority.
[175] Other matters subject of concern to the Appellant included:
custom and practice;
employment contract did not require attendance at Union meetings;
longevity of the employment;
references to the Collective Agreement that defied the legal orthodoxy in
the case of Byrne;
invoking the history and "original intention" of the nature and terms of
the contract of employment. See Toll (FGCT) Pty Ltd v Alphapharm Pty
Ltd30;
there was no occasion to have recourse to the extrinsic evidence of
negotiations as invited by the Regulator. See Codelfa Pty Ltd v State
Rail Authority of NSW31; and
no evidentiary basis around the Regulator's conjecture about teacher
relief.
[176] The Commission does not need to find that the agreement and practice for paid
employer time attendance at Union Executive/Council meetings was a contractual
term, as the same facts and circumstances are evidence of the course of employment
of a teacher in Byrnes' situation. The custom or practice was well established and so
27 BP Refinery (Westernport) Pty Ltd v Shire of Hastings (1977) 16 ALR 363
28 Brambles Holdings Ltd v Bathurst City Council (2001) 53 NSWLR 153
29 Byrne v Australian Airlines Ltd (1995) 195 CLR 410
30 Toll (FGCT) Pty Ltd v Alphapharm Pty Ltd [2004] HCA 52
31 Codelfa Pty Ltd v State Rail Authority of NSW (1982) 149 CLR 337
-- 35 of 45 --
36
entrenched that it is arguably a contractual term and in this case it had become set in
concrete into the course of employment.
Course of Employment
[177] The Regulator has misapprehended the Appellant's case in the assertion of reliance
on the "bare permission to attend" meeting. The evidence of Byrnes' authorisation
to attend the meeting was one of a matrix of factors that brought the attendance of
the meetings within the course of employment. Due to the strength of the other
factors it is not necessary for the Commission to make a finding about the term of
the contract of employment and its source in custom or usage, as a term negotiated
by an agent, as an express term evidenced by long practice. There is sufficient
evidence to establish the course of employment.
Significant contributing factor
[178] The reliance by the Regulator on the matter of Qantas Airways Limited v Watson
(No. 2)32 was said to be misguided. The correct approach is to look at all the
circumstances surrounding the employment, not only the contractual terms which
includes a broad array of expressly authorised and agreed "off-site" activities. Once
it is within the authorised and agreed activities the practical and common sense
answer is that Byrnes' attendance at the meeting on 30 October 2015 was an
authorised activity she had been induced or encouraged to undertake.
Interval cases
[179] The primary contention of the Appellant is that this was not an interval case because
the activity of attending the meeting was done in the course of employment. The
Regulator had misunderstood and wrongly characterised the evidence as permission
to attend a place and Byrne had been authorised to attend the meeting because of a
long standing agreement. Permission had never entered into it and was not a feature
of the Regulator's witness evidence.
[180] For the interval point the Appellant submits this is an activity not a place case with
the location being unimportant. It was the activity of attending the meeting that was
critical and highlighted in the comments of Young during her evidence. The
Regulator had failed to come to grips with the central tenet in PVYW. In this case
Byrnes was authorised, encouraged or induced to attend the meeting as "employer
time" activity at whichever place it was scheduled.
[181] On the activity basis the injury occurred in the course of going about the activity of
attending the meeting for which authorisation and agreement had been given.
Conclusion
[182] The evil inherent in the Regulator's contrary position is that an employee could be
arbitrarily deprived of cover because of an undisclosed reservation or qualification
on the authorisation by the employer.
Conclusion
32 Qantas Airways Limited v Watson (No 2) [2010] NSWWCCPD 38
-- 36 of 45 --
37
[183] At the commencement of the proceedings a document tendered [Exhibit 1]
confirmed matters upon which the parties had reached agreement thus not requiring
a determination by the Commission. These were identified as:
Byrnes was for the purposes of s 11 of the Act a "worker"; and
Byrnes had suffered a personal injury being a fracture to the right
shoulder, more particularly, a right proximal fracture of the humerus.
Matter for determination
[184] The matter for determination is whether the personal injury suffered by Byrnes arose
out of or in the course of employment and if so was the employment a significant
contributing factor to the injury.
[185] The Appellant in submissions put forward argument that the case in question was
not categorised as an interval case on the basis that the claim related to the injury
occurring on a paid day of work therefore in the circumstances of employment.
However an alternate submission regarding an interval claim in that Byrnes was said
to have satisfied the elements such a claim in any event and that requires also the
consideration of the Commission.
Factual Matters
[186] Relevant factual matters that emerged in the course of hearing that were not
contentious in nature were:
Byrnes had been a teacher with BCE since 1974;
Byrnes had been at St Mary's College since 1976;
at the time of injury she held the position of a Middle Leader with her
direct report to the Deputy Principal;
Byrnes was a member of the Union and at the relevant time the holder of
two positions:
- Branch Executive Member - elected by a state-wide ballot of
Union members; and
- Council Member - elected by a ballot of Moreton District Union
members;
an arrangement existed between the Union and BCE where members of
the Branch Executive/Council would be released from ordinary duties on
a number of school days in a calendar year to attend Union meetings;
the arrangement allowed for the employees to be paid by BCE their
ordinary wage entitlements with the Union to make a payment in full for
the costs associated with the employment of a replacement teacher on
the days in question;
the Union would issue correspondence at the commencement of the
school year where upon the school would be advised of dates of
Executive and Council meetings for the upcoming year;
in correspondence (dated 9 February 2015) the Union informed the
Principal of St Mary's College that the meeting dates for which Byrnes
would be required to attend Union meetings were a mix of employee and
employer time, identifying the dates as:
- Employee time
Sunday 8 February 2015
-- 37 of 45 --
38
Sunday 15 March 2015
Sunday 24 May 2015
- Employer time
Friday 17 July 2015
Friday 28 August 2015
Friday 30 October 2015;
the correspondence further confirmed that in terms of the cost of a
replacement teacher for Byrnes, if required would be "the usual practice"
of the employer to invoice the Union with details of the supply teacher
(name, classification etc.) and the cost, with the full cost being
reimbursed to the employer by the Union;
just prior to 30 October 2015 verbal approval was given by the College
to Byrnes to be released on that date for the purposes of her attendance
at three Union meetings at the Christie Conference Centre in Brisbane
being the:
- QIEU Council meeting;
- Independent Education Union of Australia Branch Executive
meeting; and
- QIEU Annual General Meeting;
whilst in attendance at the Christie Centre on 30 October 2015 Byrnes
fell, resulting in the accepted personal injury;
Byrnes underwent a medical procedure the costs of which were met by
WorkCover Queensland against a Contract of Insurance policy held by
the Union.
Salary Payment Arrangements for Attendance at Union Meeting
[187] The arrangement in place between the Union and BCE in regard to salary payment
at 30 October 2015 had a history that related back to an industrial dispute before the
Commission in late 1993 where the Union had been seeking the release of teachers,
who were elected to offices in the Union, to attend meetings of the Union in normal
school hours.
[188] Commissioner Nutter at the conclusion of a conference held before him on
25 November 1993 made a recommendation that included the following
commentary:
"I think it's fair to say that we're probably in a no win situation in this
particular matter. I recognise the employer has a right to have his employees
carrying out duties during working time as a general rule and I think that - as I
understand the situation next year there may be some additional problems
associated with persons on the union council who may be seeking leave. I
think the union council should pay close attention as to when in fact they do
hold their council meeting so that problems don't arise or are minimised for
1994.
I note that in this particular situation for the meeting to be held on Friday that
21 of the 22 schools are releasing people to attend the meeting and in terms of
that I think, I believe it's appropriate that Villanova may reconsider their
position in respect to that one meeting, and I'd recommend that they do release
Mr Hammond to attend that meeting.
-- 38 of 45 --
39
In making such recommendation it's not to be considered to be a precedent for
the future in anyway. I hope that the parties can resolve the matter for the
future for 1994, but I expect that we'll probably all end up back here on that
occasion. I think there's got to be a bit of give and take and I don't think that
the union can unilaterally decide that they will hold 10 Friday meetings a year
during school time and expect that everyone will be released for those
periods."
[189] It can reasonably be accepted that Commissioner Nutter had in the course of his
recommendation questioned the unilateral decision of the Union to hold ten Union
meetings in 1994 during school time with the expectation of teachers to be released
for those meetings. Certainly the implication arising from his comments was not
that the release sought from the school would be for reasons decided by the
employer but solely for the purposes of attending the meetings of the Union.
[190] There is evidence that in the period immediately following the conference before
Commissioner Nutter the parties sought by a series of negotiations to responsibly
resolve the industrial impasse that existed between parties.
[191] In correspondence (dated 14 December 1993) the (then) Acting General Secretary of
the Union offered the following proposal to BCE for Union Council members to
attend Union meetings:
"If it is not possible for you to grant leave with pay, then the Union is prepared
to provide payment for replacement teachers who are employed for the absent
staff. We would require invoicing and identification of who those individuals
were and how long they taught or were replacing existing staff on those days."
[192] On 2 March 1994 the same Acting General Secretary forwarded further
correspondence on behalf of the Union to the BCE that included the following
passage:
"I would like to negotiate with you the following matters. The respective five
days that will be in employer time and the five days that will be in employee
time. Secondly the process of payment for either release or replacement cost,
whichever is greater, for our Council members to attend on those days when
they are in work time."
[193] This exchange was followed with additional correspondence under the same
signature of the (then) Acting General Secretary of the Union (dated 14 March
1994) identifying the principles of agreement reached between the parties for Union
Council members release time as:
that QATIS Union Council meetings would be held in 50 per cent of the
employer's time and 50 per cent of the employees time;
that there would be a maximum of ten Council meetings per annum to
which this arrangement would apply; and
that it is recognised that these arrangements would be reviewed annually
and would be discussed in October of each year between the employers
and the Union.
-- 39 of 45 --
40
[194] Reference was also made to financial arrangements that would be applicable in the
circumstances:
the employer will agree to provide leave without pay for the respective
Union Council meeting dates in employer time and the Union will
reimburse the employee involved for their loss of salary. If the cost of a
replacement teacher is greater than the salary of the Council member
who has been released on leave without pay, the employer shall invoice
the Union for these additional costs; and
the employer will encourage Principals of their schools (where this is
relevant) to provide replacement teachers when the Union Council
member is absent in employer time.
[195] There appears to have been a change in the leadership structure of the Union
following the correspondence of 14 March 1994 which was evident by
correspondence sent to BCE (dated 30 March 1994) under the signature of Burke as
the (then) Acting General Secretary which sought to clarify arrangements regarding
wage and salary payments to members of the Union Council when in attendance at
all day meetings of the Union Council.
[196] The correspondence specifically requested that:
that BCE pay the employee as normal; and
BCE invoice the Union for the cost of relief staff to cover the teacher's
absence.
Burke went on to state:
"I believe that this arrangement will be to the benefit of both employee,
employer and Union and will make easier such matters as taxation payments,
issuing of group certificates and the like.
I understand that Union Council members concerned will have need to apply
for special leave with pay. If there is a particular wording for such leave I
would request that you advise me so I can inform the relevant persons."
[197] The evidence with regards to the disputation between the Union and BCE over the
release of employees to attend Union meetings is clear in that the Union was seeking
the release of teachers to attend those meetings for the purposes of conducting
business relating to industrial and educational matters for the benefit of Union
members. It makes no sense that the Union would have been required to embark on
such a course where they in the end agreed to make reimbursement to BCE the full
costs of relief teachers engaged to cover the absence of teachers who undertake
duties of a nature that could be considered as having been in the course of their
employment as a teacher.
[198] I am satisfied that the arrangement regarding salary for teachers released to attend
Union meetings, reached between the parties in 1994 and still in operation as at
30 October 2015 allowed for the teachers in question to attend Union meetings in
their capacity as elected officers of the Union with the cost of attendance borne by
the Union through the reimbursement of the full costs associated with the
engagement of relief teachers.
-- 40 of 45 --
41
Contractual Entitlement
[199] On the question of the standing of the arrangements applicable to the attendance of
Byrnes at the Union meetings being an implied term of the employment contract, the
evidence of Burke in the proceedings was that the Union had never sought to have
such arrangements included in the Collective Agreement as they were satisfied they
had operated since 30 March 1994 without issue.
[200] The Regulator stridently objected to that proposition requesting that in deliberation
the Commission should take into account such matters as:
the history of the arrangement;
original intention of the arrangement that staff members would take
leave without pay; and
the changes made were to benefit the Union.
Further the criteria laid down for the implication of a term into a contract identified
in the matter of BP Refinery (Westernport) Pty Ltd v Shire of Hastings33 and
endorsed by the High Court in Secured Income Real Estate (Australia) Ltd v St
Martins Investments Pty Ltd34 had not been met in these circumstances.
[201] There is merit in the argument of the Regulator that in this case the necessity to give
business efficacy to the contract as a requirement for a term to be implied, was not
supported by any evidence. In fact the arrangement at the time of Byrnes' injury on
30 October 2015 had operated beside the various contractual arrangements
governing the employment of Byrnes since 1994 without any of the parties seeking
to alter the status of the arrangement by having it included formally in certified
agreements.
[202] The Commission does not accept the arrangement was an implied term of Byrnes'
employment contract in any event.
Eligibility to Attend Executive/Council Meetings
[203] Byrnes was released to attend the abovementioned meetings by virtue of having
been elected to the Union bodies from either the full membership of the Queensland
Branch of the Union for the Executive position and by Union members in the
Moreton Region for the Council position.
[204] The employer had no role with regards to Byrnes' nomination or election to the
Union positions and consequently was not in a position to issue directions that
would require her attendance at the meetings or for that matter to instruct other
employees not elected officers of the Union to attend such meetings.
[205] The evidence does not support the proposition that Byrnes' attendance at the Union
meetings on 30 October 2015 had been by way of encouragement or inducement at
the hands of the employer but in fact simply a positive response from the employer
to the request contained in the Union correspondence of 9 February 2015 for release
to attend the Union meetings scheduled on school days in that calendar year. The
33 BP Refinery (Westernport) Pty Ltd v Shire of Hastings (1977) 16 ALR 363
34 Secured Income Real Estate (Australia) Ltd v. St Martins Investments Pty Ltd (1979) 144 CLR 597
-- 41 of 45 --
42
employer in good faith had continued with compliance of the arrangement between
the Union and BCE that had existed since 1994 and had authorised the leave of
absence from school duties on the day in question to allow Byrnes to attend to her
Union responsibilities.
[206] In essence the evidence was that the employer beyond granting Byrnes a release
from her ordinary teaching duties to attend the Union meetings exercised no other
control over the activities she undertook at those meetings which of course is foreign
in terms of the conduct of an employer when dealing with an employee in the course
of their employment.
Union Meeting - 30 October 2015
[207] In the course of the proceeding the agendas for the Executive/Council meetings and
Annual General Meeting of 30 October 2015 were tendered, the content of which is
summarised at paragraph 26 of this decision. It is not surprising that each of the
agendas contained items relevant to the operations of the Union and that were not in
any way related to the specific employment tasks Byrnes would have executed if she
had instead of attending the Union meeting remained at the College.
[208] The activities in which Byrnes engaged on 30 October 2015 as an elected officer of
the Union were specific to those roles and not activities that could reasonably be
found to have been performed in the course of her employment as a Middle Leader
teacher at St Mary's College.
Off-Site Activities
[209] There was evidence from Byrnes regarding her participation in a range of activities
"off-site" beyond those of her Union activities and of being not only released from
duties by her employer but also in the case of her involvement with LARK that
organisation would make reimbursement to the employer of costs which was not
dissimilar to what occurred when released to attend Union meetings.
[210] In addition to her role within LARK there had been involvement with a Professional
Standards Committee in 2008 which had resulted in her appointment under the QTC
Act as a nominee of the Union. The involvement with LARK also occurred through
Byrnes being nominated by the Union to participate as a representative of the Union
in accordance with the QCAA Act.
[211] The Commission does not accept the argument advanced by the Appellant that the
circumstances relating to Byrnes' participation in the activities aforementioned were
of a similar nature to those of the Union activities in which she engaged as an
elected officer of the Union. In each of the other activities relied upon they involved
bodies that were at least bi-parte in nature as opposed to the Union which is a
separate body subject to registration at both a State and Federal level as a standalone
organisation and in whose rules reflect through the objects of both registered
organisations that the Union was established for the primary reason of protecting
and advancing the interests of employees in non-government schools amongst a raft
of other measures all of which relate to the advancement of members' interests.
Staff Notices - Teacher Absences
-- 42 of 45 --
43
[212] The internal staff notice for the period inclusive of 30 October 2015 identified
Byrnes' absence from school duties as being "in-service" whilst she attended the
Union meetings held on that date.
[213] Significant weight was apportioned to the term "in-service" being supportive of
Byrnes' attendance at the Union meetings as being in the course of employment
however that was somewhat defused to some extent by the evidence of the current
Principal at St Mary's College (Finan) who defined "in-service" as a term that could
be applied to "any activity that you're off the campus when you're doing something
related to your business". According to Finan the meaning of "business" could
apply to anything not related to medical, long service leave or meetings. It was
described as a generic term for "something you are off doing".
[214] The entry in the staff notice document (tendered in the proceedings) regarding
Byrnes' attendance at Union meetings is in the view of the Commission insufficient
for a conclusion to be reached that it confirmed a temporal connection between her
absence on 30 October 2015 to attend the Union meeting and her employment.
Finding
[215] On consideration of the evidence, material and submissions before the proceedings
the following findings are made:
Byrnes was for the purposes of s 11 of the Act, at all relevant times a
worker;
Byrnes on 30 October 2015 suffered a personal injury being that of a
fracture to the right shoulder, more particularly, a right proximal facture
of the humerus;
the personal injury did not arise out of, or in the course of, her
employment with BCE on the basis that the activities engaged in by
Byrnes on 30 October 2015 were not something which was concomitant
of or reasonably incidental to her employment to do that work. In
Commonwealth of Australia v Lyon35, Deane J stated:
"Injury in the course of employment means an injury is sustained
while the worker is engaged in the work he or she is employed to
do or in something which is concomitant of or reasonably incident
to his employment to do that work (Kavanagh v Commonwealth
(1960) 103 CLR 547 at 559; Commonwealth v Oliver, supra, at
358). The course of employment is a temporal concept and it is
unnecessary that there be any casual connection between the work
which the employee employed to do and the injury which sustains
(Kavanagh v Commonwealth, supra, at 555, 570; Commonwealth v
Oliver, supra, at 359, 362). The scope of what is within it depends
upon 'the sufficiency of the connection between the employment
and the thing done by the employee' which 'cannot but remain a
matter of degree, in which time, place and circumstances as well as
practice, must be considered together with the conditions of
employment' (per Dixon J, Whittingham v Commissioner of
Railways (WA)(1931) 46 CLR 22 at 29, and see generally Stephen
35 Commonwealth of Australia v Lyon (1979) 24 ALR 300
-- 43 of 45 --
44
J Bill Williams Pty Ltd v Williams [1972-73] ALR 303; 126 CLR
at 158-9."; and
consequently the employment was not a significant contributing factor to
the injury.
Interval Case
[216] The Appellant presented material in relation to interval case law as the alternate
position should there be a finding that Byrnes injury had been found not to have
occurred in the course of her employment.
[217] The significant case law in recent times regarding an injury that occurred in an
interval between periods of employment was the matter of PVYW where a worker
suffered an injury whilst engaged in a sexual activity during an overnight stay at
accommodation booked and paid for by the employer.
[218] A majority of the High Court of Australia found issue with the application of
principle in Hatzimanolis in the decision of a Full Bench of the Federal Court which
had dealt with an Appeal against the initial decision of the Administrative Appeal
Tribunal. The majority found that the proper application of the test in Hatzimanolis
was:
"The starting point in applying what was said in Hatzimanolis, in order to
determine whether an injury was suffered in the course of employment, is the
factual finding that an employee suffered injury, but not whilst engaged in
actual work. The next enquiry is what the employee was doing when injured.
For the principle in Hatzimanolis to apply, the employee must have been either
engaged in an activity or present at a place when the injury occurred. The
essential enquiry is then: how was the injury brought about? In some cases,
the injury will have occurred at and by reference to the place. More
commonly, it will have occurred while the employee was engaged in an
activity. It is only if and when one of those circumstances is present that the
question arising from the Hatzimanolis principle becomes relevant. When an
activity was engaged in at the time of injury, the question is: did the employer
induce or encourage the employee to engage in that activity? When injury
occurs at and by reference to a place, the question is: did the employer induce
or encourage the employee to be there? If the answer to the relevant question
is affirmative, then the injury will have occurred in the course of
employment."
[219] In this case the parties had agreed Byrnes had suffered a personal injury whilst
attending a meeting of the Union held on 30 October 2015. The fundamental
question for consideration as to whether the injury is compensatable or otherwise as
an injury suffered in an interval between periods of employment is whether the
employer had induced and/or encouraged Byrnes to attend the Union meetings at the
Christie Centre on 30 October 2015.
[220] The Appellant claimed that Byrnes had been induced to attend the meetings as a
consequence of the employer having made the payment of ordinary pay to her on
that day and that a replacement teacher had been engaged to cover her duties on that
day. Whilst both limbs of this proposition undoubtedly occurred as presented by the
-- 44 of 45 --
45
Appellant, upon examination of the circumstances it is found that he conduct of the
employer had been to simply facilitate a leave of absence requested by both the
Union and Byrnes to allow for her participation in activities associated with her role
as an elected officer of the Union.
[221] The Macquarie Dictionary (5th Edition) defines the term "induce" as:
"induce /in'djus/ verb (t) (induced, inducing) 1. to lead or move by
persuasion or influence, as to some action, state of mine, etc.: to induce a
person to go. 2. to bring about, produce, or cause: opium induces sleep."
[222] In this case there is no evidence of the employer having acted in a manner whereby
they led, persuaded, influenced or caused Byrnes' attendance at the Union meetings
but had at best complied with an arrangement of some twenty-one years standing by
authorising a leave of absence for Byrnes to undertake activities related to her Union
role.
[223] In terms of the employer having encouraged Byrnes to attend and participate in the
Union activities of 30 October 2015 reliance was placed by the Appellant on the
following course of conduct by the employer:
supported her attendance by the payment of her ordinary wages and
release from teaching duties; and
BCE's support of Byrnes to attend Union meetings by the intervention in
2008 when her attendance had been challenged by management at St
Mary's College.
[224] The Macquarie Dictionary (5th Edition) defines the term "encourage" as:
"encourage /ɛnˈkʌrɪdʒ, ən-/ verb (t) (encouraged, encouraging) 1. to inspire
with courage, spirit, or confidence. 2. to stimulate by assistance, approval,
etc."
[225] The evidence regarding encouragement from the employer is similar to that of
inducement in that their actions complied with the terms of the longstanding
arrangement regarding attendance at Union meetings and may have had the effect of
"stimulating" the attendance by approval but falls short of inducement.
[226] On consideration of all the material presented in the proceedings it is has not been
established on the requisite standard of proof that Byrnes' injury was suffered in an
interval between periods of employment and the rejection of that facet of the Appeal
had the effect of excluding also Byrnes' employment as having been a significant
contributing factor to the injury suffered by her on 30 October 2015.
[227] The Appeal is dismissed and the decision of the Regulator of 13 April 2016 is
confirmed.
[228] The Appellant is to pay the Regulator's costs of and incidental to this Appeal.
[229] I order accordingly.
-- 45 of 45 --
Official source: https://www.sclqld.org.au/caselaw/QIRC/2017/001