Chivers v State of Queensland (Queensland Health) [2014] QCA 141 [2014] 2 Qd R 561
SUPREME COURT OF QUEENSLAND
CITATION: Chivers v State of Queensland (Queensland Health) [2014]
QCA 141
PARTIES: REBECCA LOUISE CHIVERS
(appellant)
v
STATE OF QUEENSLAND (QUEENSLAND HEALTH)
(respondent)
FILE NO/S: Appeal No 9930 of 2013
QCAT No 158 of 2012
DIVISION: Court of Appeal
PROCEEDING: General Civil Appeal
ORIGINATING
COURT: Queensland Civil and Administrative Tribunal at Brisbane
DELIVERED ON: 13 June 2014
DELIVERED AT: Brisbane
HEARING DATE: 14 March 2014
JUDGES: Muir and Gotterson JJA and Douglas J
Separate reasons for judgment of each member of the Court,
each concurring as to the orders made
ORDERS: 1. Appeal dismissed.
2. Appellant to pay the respondent’s costs of the appeal
on the standard basis.
CATCHWORDS: HUMAN RIGHTS – DISCRIMINATION – GROUNDS OF
DISCRIMINATION – DISABILITY OR IMPAIRMENT –
EMPLOYMENT – where in 2004 the appellant sustained
a head injury from a horse riding accident – where in 2008
the appellant commenced a Graduate Nurses Program with
the respondent – where a condition of the program was that
the appellant would be on a six month probation period, with
a possible extension of three months in the event of under
achievement – where the appellant was required to work night
shifts – where the appellant was unable to complete night
shifts due to headaches and nausea resulting from her 2004
head injury – where the respondent initially catered for the
appellant’s request not to do night shifts – where the respondent’s
evidence was that such arrangements worked “with difficulty” –
where the respondent extended the appellant’s probation
period a number of times, pending further medical evidence about
her impairment – where the appellant found other employment
and resigned in February 2009 – where pursuant to the Anti-
Discrimination Act 1991 (Qld) the appellant commenced action
in QCAT on the basis that she was subjected to direct and indirect
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discrimination by the respondent – where the senior member
found there was indirect discrimination – where the respondent
appealed to the QCAT appeal tribunal – where the presiding
member concluded that the senior member had erred in
failing to find that a s 25 exemption applied – where the
appeal tribunal overturned the decision of the senior member
– whether working night shifts was a “genuine occupational
requirement” – whether the respondent made reasonable
adjustments for the appellant in accordance with the
respondent’s policy – whether working night shifts endowed
the appellant with necessary clinical skills
Anti-Discrimination Act 1991 (Qld), s 7, s 10, s 11, s 15, s 25,
s 134, s 174A
Queensland Civil and Administrative Tribunal Act 2009 (Qld),
s 115, s 142, s 146, s 149
Chivers v State of Queensland [2012] QCAT 166, related
Cosma v Qantas Airways Limited (2002) 124 FCR 504;
[2002] FCAFC 425, cited
Qantas Airways Ltd v Christie (1998) 193 CLR 280; [1998]
HCA 18, applied
State of Queensland (Queensland Health) v Rebecca Chivers
[2013] QCATA 256, related
The State of Queensland v Che Forest (2008) 168 FCR 532;
[2008] FCAFC 96, cited
X v The Commonwealth (1999) 200 CLR 177; [1999] HCA 63,
applied
COUNSEL: C A Ronalds SC, with J W Merrell, for the appellant
J E Murdoch, with C J Murdoch, for the respondent
SOLICITORS: Slater & Gordon for the appellant
Minter Ellison for the respondent
[1] MUIR JA: I agree that the appeal should be dismissed with costs for the reasons
given by Gotterson JA.
[2] GOTTERSON JA: The appellant, Rebecca Louise Chivers, made a complaint
pursuant to s 134 in Chapter 7 Part 1 of the Anti-Discrimination Act 1991 (Qld)
(“AD Act”) in which she alleged that the respondent, State of Queensland
(Queensland Health), had contravened s 15(1) of the AD Act. Her complaint was
that circumstances which culminated in the cessation of her employment by the
respondent on 27 February 2009 had constituted both direct and indirect discrimination
within the meaning of ss 10 and 11 respectively of the AD Act on the part of the
respondent towards her. Each form of discrimination was denied by the respondent.
[3] In due course, the complaint was referred to the Queensland Civil and
Administrative Tribunal (“QCAT”) which, pursuant to s 174A of the AD Act, was
empowered to hear and determine the complaint. In the event that, upon a hearing,
it found that the respondent had contravened the AD Act, QCAT had a discretion to
make an order requiring the respondent to pay the appellant compensation for loss
and damage caused by the contravention.1
1 AD Act s 209(1)(b).
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3
[4] After a nine day hearing in November 2011, a senior member of QCAT2 decided
that she was unable to conclude that there had been direct discrimination against the
appellant.3 However, she did conclude that the respondent had contravened s 15(1)
by indirect discrimination against the appellant.4 In so doing, she rejected a claim
by the respondent of the benefit of the exemption for genuine occupational requirements
under s 25 of the AD Act.5 An award of compensation of $18,000 together with
interest thereon of $2,700 was made to the appellant.6
[5] The respondent appealed to an appeal tribunal of QCAT pursuant to s 142(1) of the
Queensland Civil and Administrative Tribunal Act 2009 (Qld) (“the QCAT Act”) on
a number of grounds, each one of which contended for an error of law on the part of
the senior member.7 The appeal was heard in July 2013 by an appeal tribunal
constituted by a judicial member who presided and a member of QCAT.8 The
presiding member concluded that the senior member had erred in failing to find that
the respondent had established by evidence that the claimed exemption applied.9
On that footing, he made orders pursuant to s 146 of the QCAT Act that the appeal
be allowed; that the decision under appeal be set aside; and that the appellant’s
claim be dismissed.10 The member, on the other hand, concluded that the senior
member had not erred in this respect. She would have dismissed the appeal. By
virtue of s 115 of the QCAT Act, the orders proposed by the presiding member were
the orders of the appeal tribunal.
[6] On 21 October 2013, the appellant filed a notice of appeal11 to this Court pursuant
to s 149(2) of the QCAT Act against the orders of the appeal tribunal. The grounds
of appeal raise questions of law only. The appellant seeks orders that the orders of
the appeal tribunal be set aside; that the decision of the senior member be affirmed;
and that the respondent pay her costs of the appeal.
Circumstances giving rise to the appellant’s complaint
[7] A little time after she had applied to enrol in a bachelor of nursing degree course at
the University of Queensland in late 2003, the appellant was involved in a horse
riding accident. She sustained a head injury. On 7 January 2004, she was admitted
for two days as an inpatient of the Ipswich Hospital, discharged and then re-admitted
on 11 January unable to speak or walk properly and suffering from vomiting and severe
headaches.12 Upon discharge from hospital, she noted impaired visual acuity and
reduced alacrity and sensation of her left limbs. Importantly, she admitted to a three
day interval of post traumatic amnesia which, according to Dr Paul Sandstrom,
a neurologist, represented a substantial traumatic brain injury.13
[8] The appellant recovered sufficiently to begin her nursing course in March 2004.
However, a weakness on the left side of her body and severe headaches, each
2 Ms C Endicott.
3 AB1807: Reasons published 10 April 2012 [76].
4 AB1820: Reasons [154].
5 AB1823: Reasons [165]. By virtue of s 24 of the AD Act, discrimination in the work area is not
unlawful if a s 25 exemption applies to it.
6 AB1826: Reasons [182].
7 AB1833-1835.
8 The Hon J B Thomas AM QC and Ms A Fitzpatrick respectively.
9 AB1911: Reasons published 23 September 2013 [111], [112].
10 AB1915: Reasons [135].
11 AB1933-1936.
12 AB355: Appellant’s affidavit sworn 21 October 2010 paragraph 7.
13 AB1523: Report 26 February 2009.
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a consequence of the accident, caused her to defer and re-commence in 2005.14 She
completed the course and graduated at the end of 2007.15
[9] In August 2007, and in anticipation of graduating, the appellant applied online to
the respondent to be accepted into the Graduate Nurses Program.16 In December
2007, she was offered employment with the respondent as a registered nurse at the
Ipswich Hospital in the Beginning Registered Nurse Transition To Practice Program
2008 (“the Beginning Nurse Program”). The offer was subject to the terms and
conditions in the Queensland Health General Terms and Conditions of Employment
document and stated that a probation period of six months would apply to her
appointment with provision of a possible extension of up to a further three months
in the event of under achievement.17
[10] The appellant accepted the offer and commenced employment as a graduate nurse
on 11 February 2008. The Beginning Nurse Program required her to nominate and
undertake three rotations during the course of it. She had nominated Ward 7C, the
Respiratory Ward at Ipswich Hospital, a rural health placement at Laidley Hospital,
and a placement at Ward 7A, the Surgical Ward at Ipswich Hospital.18
[11] Her first placement was at Ward 7C. The roster required her to work night shifts on
18 and 19 March 2008. Night shifts typically begin between 10 and 11 pm and end
between 6 and 7 am. During these particular night shifts she experienced extreme
headaches and nausea. She was too sick to work on 20 March. She had a similar
experience with a night roster on 19 April 2008. She took some annual leave in
May 2008 in order to avoid a night shift on 10 May.19
[12] The appellant brought her difficulties with working night shifts to the attention of
the program coordinator. She obtained a short report from Dr Sandstrom dated 3 June
2008 which stated:
“… [The appellant] suffers with a medical affliction associated with
myoclonus of the upper limbs and, additionally, cyclical vomiting
and ataxia associated with a headache disorder, particularly during
the early morning hours. As this condition remains profound at the
present time, I would strongly endorse her proposal to avoid night
shift duty at this time.”20
She forwarded a copy of this letter to the acting director of nursing at the Ipswich
Hospital on 4 June 2008.
[13] On 16 June 2008, the appellant commenced a rotation at the Laidley Hospital. She
explained her problems with doing night shifts to Ms Erica Fletcher, the director of
nursing at Laidley Hospital. It appears that some effort was made to accommodate
the appellant. She was not rostered for any night shifts during this four month
rotation. Ms Fletcher gave evidence at the QCAT hearing that the accommodation
worked “with difficulty”. In cross-examination, she elaborated that there were
complaints from other staff members because they were doing what they considered
to be “an unfair amount of night duty” and complaints concerning a perceived lack
14 AB356: Appellant’s affidavit sworn 21 October 2010 paragraph 6.
15 AB359: Ibid paragraph 15.
16 AB440-442.
17 AB359: Appellant’s affidavit sworn 21 October 2010 paragraph 16.
18 AB360: Ibid paragraph 19.
19 AB361-364: Ibid paragraphs 22, 23, 30 and 33.
20 AB509.
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of effort on the appellant’s part “to learn any of the skills and techniques that she
may have been able to utilise in order to work night shift”.21 Ms Fletcher was not
challenged on this evidence. Nor was her evidence on these matters contradicted by
other evidence.22
[14] According to the appellant, on 8 July 2008, she was told that her probationary
period which was due to expire on 11 August 2008 would be extended
“indefinitely”.23 On 29 July 2008, a written request was made on her behalf by the
Queensland Nurses Union (“QNU”) for a revocation of the extension to the probationary
period on the footing that it was discriminatory.24 The request was supplemented by
a further letter dated 6 August 2008 which enclosed a brief report from Professor
Richard Jackson, an endocrinologist, dated 4 August 2008 which stated that because
of her condition, the appellant could not do night duty after 11 pm.25
[15] This latter letter obviously crossed with a letter from the district manager of the
respondent’s West Moreton South Burnett Health Service District also dated
6 August 2008 whereby QNU was advised that the appellant’s probationary period
would be extended to 11 November 2008 “whilst further medical evidence can be
obtained from her treating neurologist”.26 This letter included the following
statement:
“Queensland Health is of the view that working night duty is an
important part of working as a registered nurse, especially a graduate
nurse who is still learning the duties required of a registered nurse.
Where employees are not able to work night shift, this puts a greater
burden on the staff whom are prepared to work night duty shifts.
Regrettably, the Hospital only has a minimum of areas where staff
can work solely on day shift and these areas are usually for experienced
clinical staff and not new graduates. Most nursing areas require the
majority of employees to work all shifts in order to provide equitable
working conditions for all staff and adequate nursing care to all
patients.”27
[16] On 21 August 2008, a complaint of indirect discrimination was lodged with the
Anti-Discrimination Commission (Qld) by QNU on behalf of the appellant in respect of
the extension of the probationary period.28 The complaint matter did not resolve at
conciliation on 10 November 2008.29
[17] In the meantime, the appellant had continued to work at Laidley Hospital. A further
report was provided by Dr Sandstrom to the respondent.30 It was dated 9 September
21 AB145 p 362 LL30-38. Evidence to a similar effect was also given by Ms Fletcher in her affidavit
sworn on 25 February 2011 at paragraph 57: AB743.
22 In reply, the appellant cited a passage from the cross-examination of Ms E Waterhouse at AB164; P- 380
and especially at AB165; P-381 LL9-34 as suggesting that a “false representation” of resentment at
Laidley Hospital had been presented: Tr1-38 LL9-34. A reading of this evidence reveals that it was not
addressed to resentment expressed by nurses at the hospital concerning the appellant’s not working
night shifts.
23 AB366: appellant’s affidavit sworn 21 October 2010 paragraph 41.
24 AB510-513.
25 AB517.
26 AB367: appellant’s affidavit sworn 21 October 2010 paragraphs 45, 46.
27 AB514-515.
28 AB510-513.
29 AB372: appellant’s affidavit sworn 21 October 2010 paragraph 62.
30 AB518.
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2008 and was to a similar effect as his earlier report. On 4 November 2008, the
appellant was notified that the probationary period had been further extended to
11 February 2009.31
[18] The appellant said in evidence that Miss Fletcher had agreed to a request that the
appellant had made to do her third rotation at Laidley Hospital on a basis of working
early and late shifts, but not night shifts.32 However, on 19 November 2008, the
appellant was advised by email that her third rotation was to commence at Ward 7D
at Ipswich Hospital on 1 December 2008.33
[19] On 24 November 2008, solicitors acting for the respondent wrote to QNU to convey
the following proposal with respect to the appellant’s employment:
“(a) [The appellant’s] placement with the Laidley Hospital will
end at the end of this month. Given the size of the Laidley
Hospital and the limited number of staff employed there,
Queensland Health cannot continue to maintain [the appellant’s]
placement there on day shifts only.
(b) From 1 December 2008, [the appellant] is required to work in
Ward 7D at the Ipswich Hospital. [The appellant] has been
verbally notified of the placement which will be treated as
a rotation in the graduate program.
(c) The success of this position, and impact on [the appellant’s]
health and wellbeing, will be monitored throughout.
Queensland Health will be as flexible as possible in this
regard, and will not require her to perform work between the
hours of 2.00am and 3.00am. However it is likely that for
[the appellant] to successfully complete her graduate placement,
she will have to work within a roster arrangement which
includes night shifts. If [the appellant] is unable to work any
roster arrangement which can be offered because of her
medical condition, she may need to take sick leave. The
terms of this leave would be discussed with her.
(d) Queensland Health will obtain and pay for a report from a
neurologist. [The appellant] will be able to nominate the
neurologist from a panel of three, as provided by Queensland
Health.
(e) [The appellant] would be required to attend a consultation
with the nominated doctor and cooperate reasonably with the
process. She will be supplied with a copy of the report.
(f) Further decisions about [the appellant’s] employment would
be made having regard to the medical report.”34
The appellant did not agree to the proposal.35
[20] The appellant’s evidence was that upon commencing work at Ward 7D, the Director
of Nursing told her that she was aware that the appellant was unable to work
31 AB521-522.
32 AB371: appellant’s affidavit sworn 21 October 2010 paragraph 57.
33 AB372: Ibid paragraph 63.
34 AB526.
35 AB374: appellant’s affidavit sworn 21 October 2010 paragraph 67.
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between 2 am and 3 am although this was not fully in accord with the opinions that
had been provided by Dr Sandstrom and Professor Jackson.36 In late December
2008, the appellant learned that some of her colleagues had been invited to indicate
their preference for permanent placement for February 2009 upon completion of the
Beginning Nurse Program. No such invitation was extended to her.37
[21] The appellant took the matter up with representatives of the respondent’s
Queensland Health Human Resources. Her evidence was that in a meeting with them she
was told that enquiries of Dr Sandstrom indicated that he could not give a timeframe
as to how long her condition might last or an assessment of the likelihood of her
rehabilitation to a point of being able to do night duties, and that in those circumstances,
a permanent place could not be found for her with the respondent.38
[22] On 4 February 2009, the appellant received correspondence from the chief
executive officer of the District offering to extend her probation period to 4 March
2009 pending the receipt of a further report from Dr Sandstrom.39 She gave the
necessary authority for the report which Dr Sandstrom provided on 26 February
2009 and in which he expressed the following conclusions:
“1. Although I have not assessed her neurologic status since the
last assessment in November, 2008, I formed the opinion at
that time, that she would be incapable of carrying out the
requirements of her position including the requirement to
work night shifts.
2. At this stage, I suspect that her seizure disorder will remain
under reasonable control with the aid of appropriate antiepileptic
drug therapy although the post traumatic headache disorder
may persist in the future. Importantly, in my opinion, she is
incapable of pursuing employment in night shift segments.
Indeed, in my opinion, the reduction of emotional stress and
night shift activities would be important in controlling the
effects of the post traumatic seizure disorder and headache
pattern.
3. At this point, I am uncertain of the duration of her existing
incapacity.”40
[23] In the meantime, the appellant was offered a position as a nurse with a private
clinic. She decided to accept it, “given that [the respondent] was not willing to
accommodate [her] inability to work night shifts”. On 20 February 2009, she
forwarded a letter of resignation to the chief executive officer to become effective
on 27 February 2009.41
Statutory provisions central to the appeal
[24] Section 11 of the AD Act to which I have referred relevantly provides as follows:
“(1) Indirect discrimination on the basis of an attribute happens if
a person imposes, or proposes to impose, a term—
36 AB375: Ibid paragraph 68.
37 AB375 Ibid paragraph 70.
38 AB376-377: Ibid paragraph 73, 76.
39 AB527-529.
40 AB534.
41 AB378: Appellant’s affidavit sworn 21 October 2010 paragraph 82; AB531.
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(a) with which a person with an attribute does not or is
not able to comply; and
(b) with which a higher proportion of people without the
attribute comply or are able to comply; and
(c) that is not reasonable.
(2) Whether a term is reasonable depends on all the relevant
circumstances of the case, including, for example—
(a) the consequences of failure to comply with the term; and
(b) the cost of alternative terms; and
(c) the financial circumstances of the person who imposes,
or proposes to impose, the term.”
[25] The other section central to the appeal is s 25 which, so far as is relevant to this appeal, states:
“(1) A person may impose genuine occupational requirements for
a position.”
Findings by the senior member
[26] It was admitted on the pleadings that the appellant’s severe headaches disorder was an
impairment within the meaning of s 7(h) of the AD Act. The senior member was
satisfied on the evidence that the decision notified on 6 August 2008 not to confirm the
appellant’s employment as permanent but to extend her probationary period for three
months was made because it was accepted that she could not work night shifts at the
time on account of this impairment. So also for the decisions notified on 4 November
2008 to extend her probationary period until 11 February 2009 and the decision notified
on 4 February 2009 to extend it further until 4 March 2009.42 The senior member
concluded that by virtue of these decisions the appellant had been treated less
favourably than other graduate nurses on the Beginning Nurse Program at Ipswich
Hospital “whose employment was not left at risk of summary termination”.43
[27] It was found by the senior member that the respondent had imposed as a term within
the meaning of s 11(2) of the AD Act, that the appellant, as a registered nurse, had to
be able to participate in the rostering system in place for registered nurses engaged in
roles that provided 24 hour care seven days a week.44 The rostering system was one
that would have required the appellant to work all shifts, including night shifts.
[28] Turning to the elements of indirect discrimination, the senior member found that by
virtue of her impairment, the appellant was not able to comply with this term:
s 11(1)(a);45 that the proportion of nurses without an impairment who could participate
in the roster for roles providing 24 hour care seven days a week was higher than the
proportion of nurses with an impairment who could participate in it: s 11(1)(b);46 and
that the term was not reasonable: s 11(1)(c).47 On the basis of these findings, the senior
member concluded that by imposing the term on the appellant, the respondent had
42 AB1805-1806; Reasons [65], [67].
43 AB1806; Reasons [69].
44 AB1809; Reasons [88]; adopted by the appeal tribunal: AB1896; Reasons [20].
45 AB1810; Reasons [97]. This finding was not challenged in the appeal to the appeal tribunal.
46 AB1814; Reasons [119].
47 AB1819; Reasons [150].
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engaged in indirect discrimination against her on the basis of her impairment and,
further, that by reason of the indirect discrimination, the respondent had treated the
appellant unfavourably in contravention of s 15(1)(f) of the AD Act.48
[29] In the proceeding, the respondent had contended that it was a genuine occupational
requirement that a registered nurse allocated to 24/7 wards, that is to say, wards in
which patients require the availability of nursing care on a 24 hour seven days a week
basis, must be capable of complying with the requirements of the rostering arrangements
and that it was lawful for the respondent to have imposed that requirement pursuant to
s 25(1) of the AD Act.49 The senior member found that it was not a genuine occupational
requirement that the appellant, “as a registered nurse working in 24/7 wards must be
able to work all shifts” and that, consequently, the exemption in s 25 was not available
to the respondent.50
The appeal to the appeal tribunal and its conclusions
[30] The respondent’s appeal to the appeal tribunal challenged the application by the senior
member of:
(a) the “comparator” test prescribed by s 11(1)(b);
(b) the “not reasonable” test prescribed by s 11(1)(c); and
(c) the provisions of s 25 in a number of respects.
Specifically, the respondent contended that the senior member had erred in holding that
the prevailing requirement was not a genuine occupational requirement.
[31] Each of the members of the appeal tribunal reached their own separate conclusions with
respect to these grounds of appeal. The presiding member considered the s 25 ground
of appeal first. As to it, he concluded as follows:
“[111] It was an error to find on the evidence that the requirement
was not a genuine occupational requirement. The evidence
was incapable of supporting that conclusion. The requirement
that nurses employed by Queensland Health in this position
be capable of being rostered for night shifts was and remains
an integral part of the system, and there is nothing to suggest
any lack of good faith or genuineness in its retention. The
relevant employment is a frontline position in a profession
founded on service.
[112] The onus is on the employer to show that s 25 is made out.
Consistently with the principles stated by members of the
courts of high authority in the cases cited above the evidence
leads to only one conclusion, namely that it was a genuine
occupational requirement. The employer’s onus of showing
that s 25 was made out was satisfied. It was an error of law
to find otherwise.”51
[32] The other member of the appeal tribunal reached a different conclusion, having
adopted as the relevant frame of reference the appellant’s employment in the
48 AB1820; Reasons [154].
49 AB1820; Reasons [155].
50 AB1823; Reasons [165].
51 AB1911.
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Beginning Nurse Program. She concluded that the requirement was not an inherent
requirement of the appellant’s engagement to participate in the program “in order to
achieve certain clinical skills and to perform the work of a Registered Nurse”.52
[33] Having upheld the s 25 ground of appeal, the presiding member considered
discussion of the other grounds to be unnecessary.53 Notwithstanding, he expressed
his view on the other two grounds of appeal. He was of the view that an inappropriate
“comparator” test had been applied by the senior member.54 However, he agreed
with the other member of the appeal tribunal who, being of a like view,55 went on to
conclude that on the evidence before the tribunal, the appellant could not comply
with the term with the consequence that the test in s 11(1)(b) was satisfied.56
[34] With respect to the “not reasonable” test, the presiding member was of the view that
the evidence was incapable of supporting the conclusion reached by the senior
member that the term was not reasonable and that it was an error of law on her part
to have so concluded.57 The other member of the appeal tribunal was of the contrary
view.58
The appeal to this court
[35] The appellant’s notice of appeal sets out the following grounds of appeal:
“1. The Presiding Member of the Appeal Panel of the
Queensland Civil and Administrative Tribunal (‘the Appeal
Panel’) in The State of Queensland (Queensland Health) v
Rebecca Louse (sic) Chivers59) erred in law in that it misapplied
section 25 of the AD Act, in that it applied the wrong test to
determine the meaning of genuine occupational requirements.
The High Court in Qantas Airways Limited v Christie60 held
that in determining the inherent requirements of an
employee’s position reference is to be made to not only the
terms of the employment contract but also by reference to the
function the employee performs. The Appeal Panel failed to
have proper regard to the essential features or defining
characteristics of [the appellant’s] position and as a result the
Appeal Panel erroneously held that section 25 was satisfied
(Reasons [79]).
2. The Appeal Panel erred in law in that in applying section 25
of the AD Act it failed to have proper regard to the contractual
obligation imposed by the Reasonable Adjustment Policy
(Reasons [96]).
3. The Appeal Panel erred in law in that in applying section 25
of the AD Act 1991 it failed to have proper regard to the
exceptions or arrangements made for some other employees
(Reasons [106]).
52 AB1931-1932; Reasons [235], [240].
53 AB1911; Reasons [113].
54 AB1913; Reasons [122].
55 AB1922; Reasons [177].
56 AB1913; Reasons [123]; AB1922-1923; Reasons [181], [182].
57 AB1915; Reasons [135].
58 AB1927; Reasons [206], [207].
59 [2013] QCATA (Case No APL 158-12).
60 (1998) 193 CLR 280.
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4. The Appeal Panel erred in law in that in applying section 25
of the AD Act it failed to have proper regard to the expert
evidence accepted by the Queensland Civil and Administrative
Tribunal (‘the Tribunal’) that there was no particular clinical
skill that could only be learned on night duty (decision at first
instance61).
5. The Appeal Panel erred in law in that in applying section 25
of the AD Act 1991 it had regard to matters that were not
findings of fact before the Tribunal, that is that the roster
system, ‘if not applied produces difficulties in the provision
of service and tends to produce resentment among other nurses’
(Reasons [79]).
6. The Appeal Panel erred in law in failing to find that the term
was not reasonable when applying section 11(2) of the AD Act,
in that it failed to take into account all the relevant circumstances
of the case (Reasons [129] and [133]).
7. The Appeal Panel erred in law in failing to find that the term
was not reasonable when applying section 11(2) of the AD Act,
in that it failed to have proper regard to the contractual obligation
imposed by the reasonable adjustment policy (Reasons [134]).”62
[36] On 4 November 2013, the respondent filed a notice of contention63 whereby it
contends that a decision of the appeal tribunal should be affirmed on the further
ground that the “comparator” test in s 11(1)(b) had not been satisfied by the appellant.
The notice of contention alleges that the appeal tribunal itself erred in six respects in
failing to uphold that ground of appeal. The alleged errors are that it:
“(a) Included in the ‘comparator group’ persons who on the
Tribunal’s findings of fact did not possess [the appellant’s]
impairment;
(b) Included in the ‘comparator group’ persons who did not
possess [the appellant’s] impairment but shared the
characteristics, consequences or effects of her impairment
(Reasons [117] – [119]);
(c) Misapplied the test prescribed by s 11(l)(b) in that it did not
decide what proportion of persons who had [the appellant’s]
impairment were able to comply with the term held by the
Tribunal to have been applied;
(d) Found that other persons with [the appellant’s] impairment
would also be unable to work night shift for the purposes of
the ‘comparator group’, in the absence of any evidence about
the likely effects of [the appellant’s] impairment on other
persons (Reasons [180] – [182]);
(e) Misapplied the test prescribed by s 11(1)(b) in that it did not
decide what proportion of persons who did not have [the
appellant’s] impairment were able to comply with the term
held by the Tribunal to have been applied;
61 Chivers v State of Queensland [2012] QCAT 166 at [139] - [141].
62 AB1934-1935. Harmonized to references used in these reasons.
63 AB1937-1938. Harmonized to references used in these reasons.
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(f) Misapplied the test prescribed by s 11(l)(b) in that it did not
decide whether a higher proportion of persons who did not
have [the appellant’s] impairment were able to comply with
the term held by the Tribunal to have been applied.”64
(Paragraphs (a), (c), (e) and (f) repeat paragraphs (a), (b), (c) and (d) respectively of
Ground 1 of the respondent’s appeal to the appeal tribunal. The reference to “the
Tribunal” therein is to be understood as a reference to the tribunal constituted by the
senior member. Paragraphs (b) and (d) concern additional errors which the respondent
attributes to the appeal tribunal.)
[37] I propose to consider first the grounds of appeal. In written and oral submissions,
the appellant grouped Grounds 2 and 3, Grounds 4 and 5, and Grounds 6 and 7 together.
It is convenient to consider them in the same way.
Ground 1
[38] The expression “genuine occupational requirements” is not defined for the purposes
of the AD Act. Nor does that legislation list facts or circumstances which must or
may be taken into account in determining whether a given requirement is a genuine
occupational requirement.
[39] In developing this ground of appeal, in both written and oral submissions, the
appellant referred to two decisions of the High Court of Australia concerning
Commonwealth legislation in which the expression “inherent requirements” in
relation to employment are used. They are Qantas Airways Ltd v Christie65 where
the expression was considered in the context of s 170DF(1)(f) of the Industrial
Relations Act 1998 (Cth) which excepted from a prohibition against termination of
employment on account of age, a termination “based on the inherent requirements
of the particular position”, and X v The Commonwealth66 where it was considered in
the context of s 15(4)(a) of the Disability Discrimination Act 1992 (Cth) which
excepted from unlawful discrimination by dismissing an employee on the basis of
a disability, a dismissal where, because of the disability, the employee “would be
unable to carry out the inherent requirements of the particular employment”.
[40] The appellant submitted that the expressions “inherent requirements” in those
statutes and “genuine occupational requirements” in s 25 are so similar in meaning
that tests formulated by the High Court as applicable to the former are applicable to
the latter. This submission is not a contentious one in this appeal. Nor was it so
before the appeal tribunal. It is clear from the presiding member’s reasons that he
regarded “the principles discussed in Christie” as applicable to the matter before him.67
[41] In particular, the appellant referred to the test formulated by Brennan CJ in Christie
as follows:
“The question whether a requirement is inherent in a position must
be answered by reference not only to the terms of the employment
contract but also by reference to the function which the employee
performs as part of the employer’s undertaking and, except where the
employer’s undertaking is organised on a basis which impermissibly
discriminates against the employee, by reference to that organisation.”68
64 AB1937-1938.
65 [1998] HCA 18; (1998) 193 CLR 280.
66 [1999] HCA 63; (1999) 200 CLR 177.
67 AB1906; Reasons [79].
68 At [1].
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13
Also cited was the practical method proposed by Gaudron J for determining
whether or not a requirement is an inherent requirement in the ordinary sense of
the expression, namely, “to ask whether the position would be essentially the same
if that requirement were dispensed with”.69
[42] Turning to X, the appellant referred to the following observations of McHugh J:
“Whether something is an ‘inherent requirement’ of a particular
employment for the purposes of the Act depends on whether it was
an ‘essential element’ of the particular employment. However, the
inherent requirements of employment embrace much more than the
physical ability to carry out the physical tasks encompassed by the
particular employment.”70
“…employment is not a mere physical activity in which the
employee participates as an automaton. It takes place in a social,
legal and economic context. Unstated but legitimate employment
requirements may stem from this context. It is therefore always
permissible to have regard to this context when determining the
inherent requirements of a particular employment.”71
“…the inherent requirements of a particular employment go beyond
the physical capacity to perform the employment.”72
[43] Although this ground of appeal proposes that the presiding member applied “the
wrong test”, the appellant did not succinctly articulate any single test which she
contended the presiding member had applied or explain why it was wrong. Instead,
the error on which the ground is based, as expressed in the ground itself, is that the
presiding member failed to have regard to the essential features or defining
characteristics of the appellant’s position. This ground is referenced to paragraph
79 in the reasons of the appeal tribunal.
[44] It is appropriate at this point to summarise the presiding member’s discussion of the
“genuine occupational requirement” issue which occupied some forty-eight paragraphs of
the reasons.73 The summary has relevance for consideration not only of this ground
but also Grounds 2 to 5 inclusive.
[45] Having identified the requirement, the presiding member referred to evidence
concerning five of the 3,358 registered nurses in the relevant district who, by virtue
of ad hoc arrangements, were working on other than a full-time 24 hour continuous
shift basis and whose circumstances were relied on “heavily” by the senior member
in deciding this issue, and also relied on by her in deciding the s 11(1)(b) “comparator”
test issue and the s 11(1)(c) “not reasonable” test issue.74 He then summarised the
situation of each of these nurses75 and noted that the senior member had regarded one
of them as not relevant,76 that another was a nurse whose preference was for night
shifts,77 that two others were not exceptions at all, being examples of re-arrangements for
69 At [36].
70 At [31].
71 At [33].
72 At [35].
73 AB1902-1911; Reasons [65]-[112].
74 Reasons [68]-[75].
75 AB1904; Reasons [71].
76 Ibid Reasons [72].
77 Ibid Reasons [73].
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14
a different basis of employment in order to side-step the shift requirement,78 and that
the fifth exemplified a temporary accommodation in favour of a person with an
impairment. His view was that this body of evidence failed “to suggest that the
requirement was not a genuine one or that it was not an integral part of the system”
but, instead, tended to indicate that the roster system had been “firmly applied,
accompanied by attempts to accommodate persons with problems”.79
[46] The presiding member then turned to consider Christie. He cited passages from the
judgments of Brennan CJ, Gaudron J and McHugh J in which each of their Honours
explained why in their opinion the ability to participate effectively in the roster
system equally with other pilots of similar seniority was an inherent requirement of
Mr Christie’s position. Those passages included the following three:
“There would have been a continuing possibility of bidding
successfully for the flights from which he is now compulsorily
excluded. But his inability to bid and be selected for some flights
skews the equitable operation of the system.”80
“If, notwithstanding the limited destinations to which he can now fly,
Mr Christie can comply with the Qantas roster system, his position
will be essentially the same as that previously occupied by him.
However, it will not be the same if Qantas excepts him from the
general roster requirements, for that would transform a position no
different from that of any other B747-400 captain into a special position
for him.”81
“[T]he conclusion that it was an inherent requirement of
Mr Christie’s position as a Qantas Captain of international B747-400
flights that he be able to fly to a reasonable number of Qantas’
numerous overseas destinations is inescapable.”82
[47] The presiding member then said that he found “unconvincing” the basis on which
the senior member had distinguished the facts of Christie from the present case,
namely, that the appellant could work the same number of hours as other rostered
nurses by working shifts other than night shifts. He continued:
“…It is helpful to note the considerations that led the members of the
High Court in Christie to conclude that a requirement of an employment
was essential to a position, and an inherent part of it. It is appreciated the
legislative base in Christie was different although the underlying
ideas and objectives are similar. No differences in the legislation
were referred to which would tend to require a different approach to
be taken. The above quoted comments are in my view highly persuasive
if not actually binding (in view of the different legislation involved)
as to the proper reading and application of s 25 of the AD Act.
Obviously the facts are different, but in principle I do not think that
the decision is properly distinguishable.”83
[48] Immediately following are two paragraphs to the first of which, this ground of
appeal is referenced. They are:
78 AB1905 Reasons [74].
79 Ibid Reasons [76].
80 At [5] per Brennan CJ.
81 At [38] per Gaudron J.
82 At [86] per McHugh J.
83 AB1906; Reasons [78].
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15
“[79] When the principles discussed in Christie are applied to this
important contractual term around which the practices of
hospital employed nurses are centred, around which the
system has functioned for many years, and which, if not
applied, produces difficulties in the provision of service, and
tends to produce resentment among other nurses, the conclusion
that it was a genuine occupational requirement is difficult to
resist.
[80] It is also difficult to think that the burden of performing
night duty shifts has not been factored into the level of pay
that is provided in respect of 24 hour continual shift employment
in the relevant industrial award.”84
[49] Having criticised the basis of distinction of Christie adopted by the senior member,
the presiding member undertook a critical analysis of her characterization of the
exceptions made in the case of the five nurses as a “critical factor”.85 He repeated
his view that that evidence was “incapable of leading to a conclusion that the requirement
was not a genuine occupational requirement”.86
[50] In the course of this analysis, the presiding member referred to the case of X. He
cited two passages from the joint judgment of Gummow and Hayne JJ (with whom
Gleeson CJ and Callinan J agreed) concerning the process of identification of the
requirements of a particular employment. In the second of them, their Honours
explained that in that case, “confining attention to tasks and skills for which
a soldier is specifically prepared was too narrow a focus” because “it left out of
account where, when, in what circumstances and with whom those tasks and skills
were to be performed or used.” Those were not to be treated as mere incidents of
the employment rather than “as inherent (in the sense of characteristic or essential)
requirements of the employment”.87 As well, the presiding member cited from the
judgment of McHugh J the observation that appropriate recognition must be given
“to the business judgment of the employer in organising its undertaking” and that,
accordingly, “in Christie, Qantas had no obligation to restructure the roster and
bidding system which it utilised for allocating flights to its pilots in order to
accommodate Mr Christie”.88
[51] The presiding member observed that the fact that exceptions are made from time to
time in order to administer humanely a system that is essential to a particular
employment, does not deprive it of its genuineness or its essentiality.89 As an
illustration of this, he referred to the observations of a Full Court of the Federal
Court of Australia in Cosma v Qantas Airways Ltd90 to the effect that to have retained the
disabled employee in his position whilst he received the benefit of rehabilitation
training and treatment did not change his duties or the requirement that he participate in
rotation of tasks within his work gang.
[52] In concluding his analysis of the exceptions, the presiding member expressed the
view that the senior member’s primary error in reasoning on this issue was to place
84 AB1906.
85 AB1822; Senior member’s Reasons [162].
86 AB1906; Reasons [83]; AB1908; Reasons [90].
87 At [106].
88 At [37].
89 AB1908; Reasons [91].
90 (2002) 124 FCR 504 at 512 per Black CJ, Finn and Dowsett JJ.
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substantial reliance on the fact that “the organisation and deployment of staff did
not fail when (the five nurses and the appellant) provided nursing services on some
but not all available shifts”.91 In his opinion, the existence of the ad hoc arrangements,
which the senior member had regarded as a “critical factor” bore no relevance to the
appellant’s position for the purposes of s 25 “having regard to the limited scope of
the exceptions and their temporary nature”.92 He continued:
“[106] …The number of exceptions able to be found in this large
scenario (3358 registered nurses in the relevant district)
suggests a relatively insignificant level, and is hardly surprising
in such a large organisation. None of them received any
permanent dispensation from working night shifts, although
some of them might well have expected current arrangements to
continue indefinitely.
[107] Ms Chivers’ case was different. Her medical evidence was
that her condition was permanent, and that she simply lacked
the ability to do night duty. She was asking for an employer to
accept that she had successfully served her probation and
confirm her as a permanent employee notwithstanding that
she lacked the requisite ability. Her employer declined to
accept her on that basis, and there is no evidence that it was
prepared to do so on a permanent basis for anyone else.”93
[53] Next, he identified a point of departure between himself and the other member of
the appeal tribunal. He rejected a perspective of the case as one limited to the
inability of a nurse in the Beginning Nurse Program to work night shifts during the
program or as confined to that part of the contract as concerned the program,
observing that such a case was never pleaded, litigated, decided or argued on
appeal.94 He regarded the relevant impositions of the requirement to be found in the
successive extensions of the appellant’s probation, noting that “The main sting in
these extensions was the employer’s refusal to confirm acceptance of her as
a permanent employee, and in the implied threat of future dismissal if there were
non-compliance with rostering requirements.”95
[54] The presiding member’s consideration of the “genuine occupational requirement”
issue culminated with the conclusions I have set out at paragraph 31 of these reasons.
[55] As noted, this ground of appeal is referenced to paragraph 79 of the appeal
tribunal’s reasons. In written submissions, the appellant extracted from this
paragraph a proposition that in deciding this issue, the presiding member considered
only what he described as “an important contractual term”; whereas, the appellant
submits, the correct starting point is to determine the nature of the position held by
the appellant and in that context, ascertain the genuine occupational requirements
for that position.96 The appellant’s amended reply contained the elaboration that the
position held by the appellant “must, by definition, include the physical tasks and
functions of a registered nurse”.97
91 AB1906; Reasons [82]; AB1910; Reasons [105].
92 AB1910; Reasons [106].
93 AB1910-1911.
94 AB1911; Reasons [108].
95 Ibid: Reasons [109].
96 Appellant’s amended outline of argument paragraph 19.
97 Ibid paragraph 5.
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17
[56] I am unable to accept the appellant’s proposition as accurately stating the approach
of the presiding member. A reading of paragraph 79 reveals that he did not attach
importance to the contractual term in isolation. He did so in a context of its integral
relationship with the roster system which has functioned for many years and around
which practices of hospital-employed nurses are centred.
[57] Moreover, the approach the presiding member did take accorded with the
authorities. The test proposed by Brennan CJ in Christie required him to refer to the
terms of the employment contract. Furthermore, his analysis extended to a consideration
of the role of the relevant contractual term in implementing the roster system and
the centrality of that system to the operation of the respondent’s hospital services
delivery undertaking. The observations of McHugh J in X, to which the appellant
referred, indicate that an analysis of that kind was both appropriate and necessary.
[58] The appellant’s elaboration to which I have referred warrants cautious consideration. If it
is meant to imply that the test to be applied involves a determination in the abstract
of the physical tasks and functions of a registered nurse, then it does not reconcile
easily with the observations of Gummow and Hayne JJ in X to which the presiding
member referred. Moreover, it fails to give due acknowledgement to that aspect of
Brennan CJ’s formulation which speaks of the function which the employee
performs as part of the employer’s undertaking. Here it was of particular relevance
that the appellant’s nursing functions were to be performed in an undertaking in
which the roster system for 24/7 wards was central. To have limited the frame of
reference for identification of the genuine occupational requirements of a registered
nurse employed in a 24/7 ward, to a review of physical tasks and functions of the
nurse without regard for the working environment in which they were performed,
that is to say, provision of nursing care in 24/7 wards, would have led to an error of
the kind described by Gummow and Hayne JJ. The appellant’s criticism made in
the amended reply that the presiding member was “single minded” in considering
the environment in which the appellant worked98 is, in my view, misplaced.
[59] In the course of the hearing of the appeal, the appellant advanced two other
submissions in the context of this ground. The first of them was that it was the
position of a nurse in the Beginning Nurse Program to which the court should look
in determining the genuine occupational requirements.99 I reject that submission.
The basis for not confirming the appellant’s employment as permanent after
completion of the Beginning Nurse Program was her inability to comply with the
requirement with which, as a registered nurse employed in 24/7 wards, she would
have had to comply, namely, that she work on all shifts. To have considered the
requirement only as it applied to a registered nurse in the Beginning Nurse Program
while undertaking it, would have resulted in a misdirected and incomplete enquiry.
[60] The other submission was that adoption of the practical method outlined by
Gaudron J in Christie for determining whether or not a requirement is an inherent
requirement, would yield an outcome which favoured the appellant. It was said that
in the appellant’s case “the position would be the same, the same work to be
performed, the same level of competency required and the same level of
accountability and responsibility if the requirement or term did not exist”.100 The
appellant’s application of this practical method is, in my view, incomplete. It
98 Ibid at paragraph 5.
99 Tr1-10 LL44-45.
100 Tr1-11 LL31-34.
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overlooks that her employment is one in an undertaking which provides hospital
services to patients on a 24/7 basis; that in order to provide the services, it is
necessary that employed nurses be rostered to work on shifts; and that, in order for
shifts to be allocated equitably, it is a requirement that all employed nurses
participate in any one of the three shift periods, as required. When account is taken
of that, the appellant’s position would not be the same if the requirement in question
did not apply to her. She would not have to comply with it whereas other employed
nurses would have to so comply. As the respondent submitted, to accommodate the
appellant in that way would require that a “special position” be created for her, an
outcome of the type deprecated by Gaudron J in Christie.
[61] For these reasons, I am unpersuaded by the appellant’s arguments that the presiding
member applied a wrong test. In my view, this ground of appeal has not been established.
Grounds 2 and 3
[62] Exhibit 50101 in the proceedings is a document titled “Reasonable Adjustment”
dated January 2003 (“the Policy”) which sets out the principles and processes of
reasonable adjustment to be applied by the respondent. In explaining what is
required by the Policy, the document states:
“Work-units facilities or branches are required to make appropriate
and reasonable changes to organisational practices, workplace
behaviours, access, job design, workplace design and/or provision of
equipment to facilitate the employment of an individual, unless this
imposes unjustifiable hardship. Failure to provide reasonable
adjustment may constitute unlawful discrimination.”102
The Policy document also sets out a process for managerial assessment of needs and
possible solutions to be applied upon identification of a need for reasonable adjustment
and a grievance and dispute resolution process.103
[63] It is common ground that this Policy was applicable to the appellant’s employment
by the respondent at all material times. Further, it is not in contention that the
assessment process under the Policy had not been applied in the appellant’s case
before her resignation.
[64] The appellant characterises the respondent’s obligations under the Policy as
contractual obligations arising under the appellant’s contract with the respondent.
Neither the senior member nor the presiding member made a finding that the
obligations were contractual ones. Failure to make such a finding was not a ground
of appeal to the appeal tribunal; nor is it a ground of appeal to this Court. For the
purposes of this appeal, the Court was not presented with submissions concerning
the contractual status of the obligations. In the end, debate over that matter is
a distraction. What is significant is that the Policy was applicable. As such, it fell
to be considered in determining the issue of genuine occupational requirement.
That, too, is common ground.104
[65] It is evident from his reasons that the presiding member was mindful of the Policy
and that it applied to the appellant’s employment.105 Moreover, he referred to it in
101 AB1543-1546.
102 Clause 3.6.
103 Clauses 3.2 and 4.
104 Respondent’s amended outline of argument paragraph 14.
105 Eg Reasons [35], [36].
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his consideration of whether the requirement in question was a genuine occupational
requirement.106 The appellant’s criticism is that the focus of the attention given by the
presiding member to the Policy was upon whether an occasion had arisen for
application of it to her before the appellant resigned from her employment.107 He
was critical of an assumption which he understood the senior member to have made
that its non-application was a breach of the Policy, although no express finding to
that effect had been made by her.108
[66] The nub of the Ground 2 appeal is that in considering the matrix of the appellant’s
employment conditions, the presiding member failed to have regard to the existence
of the Policy as one in which a process existed for reasonable adjustments to be
made to accommodate the individual needs of persons with disabilities. The Policy,
it was argued, was an illustration that the requirement to work all shifts was not
a genuine occupational one.
[67] The appellant’s argument implies that in order to have had proper regard for the
Policy in applying s 25, the presiding member ought to have considered it as
illustrating that the requirement to work all shifts was not a genuine occupational
requirement. I am unpersuaded that it is legitimate to deduce from a policy of
general application, as the Policy clearly is, that a particular requirement is not
a genuine occupational requirement. It would not be correct, in my view, to reason
that the mere existence of the Policy has the consequence that no requirement
imposed by the respondent could ever be a genuine occupational requirement
because there exists the possibility that, under the Policy, any requirement might be
adjusted for the circumstances of a particular individual. Yet that appears to be the
outcome to which the appellant’s argument would inevitably lead. To my mind, the
mere existence of the Policy is not decisive of whether a particular requirement is
a genuine occupational one or not. Indeed, given its generality, the Policy has but
limited relevance to that issue.
[68] It remains to note two matters. The first is that the presiding member recorded that
the only basis of claim alive for consideration on that appeal was indirect
discrimination under s 11. He then observed that the non-application of the Policy
is a far cry from establishing that.109 Specifically, it is not a ground of appeal to this
Court that the appeal tribunal erred in failing to find indirect discrimination by
virtue of a non-application of the Policy. The relevant appeal ground is referenced
to the application of s 25.
[69] The second matter is that, in oral submissions for the appellant, it was proposed that
it would have been a reasonable adjustment contemplated by the Policy not to have
required the appellant to work night shifts and that that circumstance was not taken
into account by the presiding member in considering whether the requirement was
a genuine occupational one or not.110 No finding was made by the senior member or
the appeal tribunal to the effect that such an adjustment would have been a reasonable
adjustment within the terms of the Policy. There is no ground of appeal contending
for an error of law in failing to make such a finding. Moreover, such a finding,
limited as it would necessarily be to the specific circumstances of the appellant,
106 Reasons [93], [94].
107 Reasons [37]-[40] and [93]-[95].
108 Reasons [94].
109 Reasons [95].
110 Tr1-15 LL1-9.
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would not be a sound basis from which to reason that the requirement in its application to
all registered nurses employed in 24/7 wards was not a genuine occupational requirement.
[70] As to Ground 3, the appellant submitted that it is a relevant consideration in the
application of s 25 whether the employer has allowed or permitted relief from the
requirement.111 The presiding member proceeded on the footing that it was relevant
to have regard to that topic. As set out at paragraph 45 of these reasons, he did so
by summarising the situation of the nurse involved in each of the five exceptions
identified in the evidence and then explaining why, having regard to the respective
situations, the exceptions did not collectively suggest that the requirement was not
a genuine one or that it was not an integral part of the roster system. Moreover, as
noted at paragraph 52 of these reasons, in concluding his analysis of the exceptions,
the presiding member elaborated upon why he considered them as bearing no
relevance to the appellant’s position for the purposes of s 25 having regard to their
“limited scope” and “temporary nature”.
[71] The appellant has not challenged the factual accuracy of the summary by the
presiding member of the situation of each of the exceptions. Nor has the appellant
attempted to demonstrate a flaw in the reasoning of the presiding member from the
basis of that summary to the conclusion that the exceptions did not detract from the
characterisation of the requirement as a genuine occupational requirement. Rather,
the appellant submitted at the hearing that because, notwithstanding each exception,
the provision of patient care over a 24 hour, seven day per week period did not
cease, then the requirement could not be a genuine occupational requirement.112
That submission reprises what the presiding member had found was the primary
error in the approach of the senior member. It does not illuminate any error on the
part of the presiding member in arriving at the finding he made. In my view, the
appellant has not established that the presiding member erred in law in failing to
have proper regard to the exceptions made for those five employed nurses.
[72] For these reasons, neither Ground 2 nor Ground 3 can succeed.
Grounds 4 and 5
[73] The first of these grounds of appeal concerns expert evidence adduced in the
appellant’s case from Professor W Dawson and Ms S Fox-Young to the effect that
there were no particular clinical skills that could only be learned or acquired on night
duty. The senior member said that she “was not persuaded” that that was not the case.113
[74] At the hearing of the appeal, senior counsel for the appellant stated that the
presiding member had made a contrary finding for which there was no evidence.
That, it was said, was Ground 4.114 However, no finding to the contrary on the part
of the presiding member was identified in his reasons.
[75] This exposition of the ground differed from that in the appellant’s amended outline
of argument which was that the presiding member made no mention of this
evidence, or the senior member’s finding in relation to it, in the course of his
reasons.115 To have ignored this evidence, it was submitted, was not merely an
error of law but also a jurisdictional error which invalidated any order or decision of
the appeal tribunal which reflected it.116
111 Ibid LL45-46.
112 Tr1-16 LL1-7.
113 AB1818; Senior member’s Reasons [141].
114 Tr1-16 LL32-33.
115 Ibid para 31.
116 Ibid para 31, relying on Craig v South Australia (1995) 184 CLR 163 at 179.
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[76] A perusal of the report prepared by Professor Dawson117 reveals that his evidence
that he was unaware of any research that indicated that nurses who did not work night
shifts were deprived of essential learning opportunities or would lack skills necessary to
undertake their roles effectively, was made in the context of a nurse in a graduate
transition program.118 So also for the context of the evidence of Ms Fox-Young in
her report.119 Had the appellant’s case been limited to the inability of a nurse in the
Beginning Nurses Program to work night shifts during the program, this evidence
may have had relevance, but as the presiding member correctly noted, the case was
not so limited. It concerned an inability to work night shifts in 24/7 wards beyond
the program and on a permanent basis. Accordingly, this evidence was not germane
to the issue which the appeal tribunal was required to consider. The presiding
member was not in error in not having regard to it.
[77] Ground 5 is referenced to a statement of fact in paragraph 79 of the Reasons of the
presiding member that the requirement in question “if not applied produces
difficulties in the provision of services and tends to produce resentment among
other nurses”. The criticism made is that in having regard to those matters of fact,
the presiding member went beyond findings of fact that had been made by the
senior member even to a point of drawing conclusions that were in direct contrast to
findings that she had made.120
[78] This criticism falls to be assessed by reference to the evidence before the senior
member and her approach to it. As to production of difficulties in the provision of
services, the senior member summarised evidence before her as follows:
“Queensland Health relies on the evidence of the expert witnesses
and its senior staff to argue that accommodating a request by a nurse
to be permanently relieved of night duty is unlikely to be possible.
The expert evidence from Bernadette Watson referred to the
existence of dynamic factors in a workplace and to the fact that no
work unit remains static because people’s circumstances change over
time. The Nurse Unit Managers consistently stated that accommodations
departing from the roster could only be sustained for temporary
periods and not permanently.”121
[79] Immediately following, the senior member stated that this evidence was not
“particularly relevant” to the appellant’s complaint. That was because, as she conceived
it, the appellant’s case was not based on a claim “for permanent relief from night
shifts”. Significantly, the senior member did not reject the evidence as not factually
accurate. The presiding member observed that the senior member seemed to have
accepted it but not employed the facts to which it testified in her analysis on account
of perceived irrelevancy.122
[80] With regard to a tendency to produce resentment among other nurses, there was the
unchallenged and uncontradicted evidence of Ms Fletcher summarised at paragraph 13 of
these reasons. The senior member made a glancing reference to evidence of this
kind, observing:
117 AB1514-1520.
118 At AB1515.
119 AB1530-1537 at (a), (d) and (e).
120 Appellant’s amended outline of argument paragraphs 35-37.
121 Senior member’s Reasons [130].
122 Reasons [42].
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“Evidence from her supervisors was somewhat speculative on this
issue as it focussed on permanent relief from night shifts and what they as
supervisors anticipated would be the reaction of the nursing staff.”123
[81] I do not read this as a rejection of that evidence. Here, the senior member appears
to have put it to one side as speculative of the future, without explaining why
Ms Fletcher’s evidence concerning actual experience at the Laidley Hospital during
the appellant’s rotation there would not have provided a reliable factual basis from
which to draw an inference as to the future.
[82] A little later, and after referring to relief from night shifts that had been made on a
temporary basis for pregnancies and in another case where the employee nurse
changed her basis of employment to avoid the night shift requirement, the senior
member said that she “was not convinced that a departure from the rostering system
for a perceived sound reason would be universally regarded by nursing staff as
unfair and unreasonable”.124 I understand from these remarks that the senior member
was prepared to accept the substance of Ms Fletcher’s evidence and to infer from it
that resentments would arise, if not on the part of every nurse working in a 24/7 ward.
[83] Having regard to the evidence to which I have referred and the senior member’s
treatment of it, I do not accept that the presiding member drew conclusions which
are in direct contrast to findings made by the senior member. The approach of the
presiding member may well have been in direct contrast to that of the senior
member in that he regarded both matters as relevant to the issue of whether the
requirement in question was a genuine occupational requirement; however, in
following that approach, he did not draw conclusions in direct contrast to findings
made by the senior member.
[84] Nor do I accept that the presiding member had regard to evidence on matters which
the senior member had rejected. As explained, for both matters, the senior member
appears to have accepted the evidence as truthful but disregarded it as of no
relevance, or as speculative. It was therefore open to the presiding member to have
had regard to those matters in applying s 25. He was not precluded, as a matter of
law, from doing so.
[85] For these reasons, I consider that the appellant has not established either Ground 4
or Ground 5.
The outcome of the appeal with respect to s 25(1)
[86] None of the grounds which allege error with respect to the application of s 25(1) by
the presiding member have succeeded. The finding of the presiding member that
the respondent had discharged its onus of showing that it had acted lawfully under
that provision stands. In consequence, the orders made by the appeal tribunal
setting aside the decision of the senior member and dismissing the appellant’s claim
also stand.
[87] This outcome renders it unnecessary to determine the other grounds of appeal or the
issue raised by the notice of contention. Notwithstanding, I propose to deal briefly
with those matters.
123 Senior member’s Reasons [133].
124 Senior member’s Reasons [135].
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Grounds 6 and 7
[88] These grounds are directed at the finding by the presiding member that the senior
member had erred in concluding that the “not reasonable” test prescribed by s 11(1)(c)
was satisfied. Ground 6 alleges a failure to take into account all the relevant
circumstances of the case and is referenced to paragraphs 129 and 133 in the reasons
of the presiding member. Ground 7 alleges a failure to have proper regard to the
contractual obligation imposed by the Policy and is referenced to paragraph 134 of
those reasons.
[89] At paragraph 129 of his reasons, the presiding member cited the decision of Sackville and
Stone JJ in Catholic Education Office v Clarke125 as authority for the proposition,
accepted by the appellant, that the test of reasonableness is an objective one. At
paragraph 133 he drew on his extensive reasons for finding that the relevant requirement,
the term for the purposes of s 11(1), was a genuine occupational requirement as
reasons which also precluded a finding that the term was not reasonable.
[90] In written submissions, the appellant identified as factors not taken into account,
those listed in s 11(2) of the AD Act.126 Those are not mandatory considerations for
every case. Whether they are relevant for consideration and, if so, to what extent, in
a given case will depend upon the nature of the term. In any event, the presiding
member obviously did consider the consequences overall for the provision of
nursing services in 24/7 wards of a removal of the requirement of availability for all
shifts on the part of all nurses employed in such wards: s 11(2)(a). An alternative
roster regime in which participation on the part of all in night shifts was voluntary
was not seriously proposed as practicable for these wards: s 11(2)(b).
[91] So far as a contractual obligation is concerned, the appellant’s submissions invoke
those made on her behalf in respect of the Policy and contend that by virtue of the
contractual force given to it, “the ability to accommodate the needs of the aggrieved
person” must be taken into account in assessing the reasonableness of the term.127
I agree with the presiding member’s observation128 that the existence of the Policy
and consideration of how it might have applied in the appellant’s case have little
bearing upon whether the term itself is not reasonable.
[92] I do not regard these grounds of appeal as having been made out.
Notice of contention
[93] The “comparator” test in s 11(1)(b) imposed an onus upon the appellant to demonstrate
that the respondent had required her to comply with a term with which a higher
proportion of persons without the appellant’s attribute were able to comply than for
those with a like attribute. Speaking of the counterpart test in the Disability
Discrimination Act 1992 (Cth), Black CJ in The State of Queensland (Queensland
Health) v Che Forest129 explained that that test “directs attention at the outset to
groups of people: persons with the disability that affects the aggrieved person and
persons without that disability”. His Honour noted that those with the disability are
conventionally referred to as the “comparator group”, and those in the broader group
as the “base group”. Section 11(1)(b) speaks of impairment rather than disability and,
here, the relevant impairment was the appellant’s severe headaches disorder.
125 [2004] FCAFC 197; (2004) 138 FCR 121 at [115].
126 Appellant’s amended outline of argument paragraph 43; appellant’s amended reply paragraph 27(a).
127 Appellant’s amended reply paragraph 27(b).
128 At Reasons [133].
129 [2008] FCAFC 96; (2008) 168 FCR 532 at [7]; see also per Spender and Emmett JJ at [119].
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[94] The respondent is critical of the application of the “comparator” test by the appeal
tribunal in two respects. First, the respondent criticises the way in which the appeal
tribunal had regard to the symptoms of the appellant’s condition for the purpose of
identifying the comparator group.130 The presiding member considered that the
range of symptoms caused by the appellant’s severe headaches and their cumulative
impact in preventing her from working night shifts were relevant to identification of
the comparator group.131 The other member of the appeal tribunal implicitly agreed.132
[95] The respondent submits that the correct approach to identification of the comparator
group in every case is to have regard solely to the designation of the medical
condition constituting the impairment. On that approach, the comparator group here
would constitute any registered nurse diagnosed as suffering from a severe
headaches disorder without regard for the range of symptoms experienced by the
individual or their combined impact upon the ability of that individual to work night
shifts. The respondent did not cite any authority which supports the approach for
which it contends. I would not adopt it as the correct test. For a case such as the
present, that approach would be an unrealistic one particularly since the appellant’s
probation was extended and permanent employment declined not because she had
the diagnosed condition but because the impact of the symptoms of it upon her was
that she was unable to comply with the term as found.
[96] The respondent’s other criticism is of a process of inference adopted by the appeal
tribunal in order to determine that no person with the appellant’s impairment could
comply with the rostering system term. For that inference, the appeal tribunal reasoned
that a higher proportion of persons within the comparator group could not comply
with the term than the proportion of persons in the base group who could not.133
The appeal tribunal resorted to the inference in the absence of evidence concerning
any other nurse diagnosed as suffering from a severe headaches disorder. In short,
the respondent’s point was that in the absence of such evidence, it was not open to
the appeal tribunal to hypothesise with respect to persons with an impairment similar to
that of the appellant.
[97] It is sufficient to dispose of this criticism by observing that the approach taken by
the appeal tribunal finds express support in the observations of Black CJ in Che Forest at
paragraph 8. It was permissible for the appeal tribunal to draw the inevitable inference
that any nurse impaired similarly to the appellant would not be able to comply with
the term that required her to work night shifts in 24/7 wards.
[98] In my view, the grounds advanced in the notice of contention cannot succeed.
Orders
[99] For these reasons, I would propose the following orders:
1. Appeal dismissed.
2. Appellant to pay the respondent’s costs of the appeal on the standard basis.
[100] DOUGLAS J: I also agree that the appeal should be dismissed with costs for the
reasons given by Gotterson JA.
130 Tr1-34 L4-1-37 L36.
131 AB1912; Reasons [118], [119].
132 AB1922; Reasons [181], [182].
133 AB1922; Reasons [181], [182], adopted by the presiding member at AB1913; Reasons [123].
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Official source: https://www.sclqld.org.au/caselaw/QCA/2014/141