Milwaukee Journal Sentinel - November 7, 2004
"Landmark NLRB Decision Extends So-Called Weingarten Right to
a Representative at Disciplinary Meetings to Include All Employees,
Union and Non-Union Alike "
Summary by Wessels & Pautsch, p.c.
Attorneys at Law
Unless confronted with a union organizing drive, most non-union employers
rarely concern themselves with the National Labor Relations Board (NLRB),
whose primary domain is enforcing the laws governing union/employer
relationships. That is likely to change, however, thanks to a decision
of the NLRB rendered on July 10, 2000 in Epilepsy Foundation of N.E.
Ohio, 331 NLRB No. 92 (2000). By a 3 - 2 margin, divided squarely by
a Clinton-appointed majority versus dissenting Republican Board members,
the NLRB ruled that any non-union employee called to a meeting which
the employee "reasonably believes" may result in disciplinary
action, is entitled to be accompanied by a co-employee of their choice.
By this decision the NLRB has drastically increased its role in the
non-union employment setting.
To fully understand the significance of this far-reaching decision,
a bit of history is in order. In 1975, the Supreme Court upheld the
NLRB's declaration that an employee's insistence upon union representation
at an investigative interview, which the employee reasonably believes
might result in disciplinary action, is "concerted activity"
protected by the National Labor Relations Act. Union representation
was therefore made somewhat comparable to the right to counsel in criminal
cases. Disciplining or discharging an employee for refusing to cooperate
in such an investigative interview without union representation was
deemed unlawful.
The rights of union representation, now well known to those who deal
with unions, are commonly referred to as "Weingarten" rights
(named after the 1975 case). In 1982 the NLRB extended Weingarten rights
to non-union employees by allowing for a request for representation
by a fellow employee. However, just 3 years later, in 1985, the NLRB
reversed that case in a well-reasoned decision. Since then, although
it is recognized that the request may be protected against reprisal,
employers have been under no obligation to grant the request or alter
their action.
The NLRB has now come full circle, renewing the right of non-union employees
to insist on being accompanied by a co-worker of their choice at any
meeting that potentially could lead to disciplinary action. Any non-union
employers unaware of this very recent landmark decision run the risk
of being introduced to the NLRB, perhaps for the first time, under less
than pleasant circumstances involving charges of unfair labor practices.
Dealing With the Aftermath of Epilepsy Foundation
The Board majority in Epilepsy Foundation articulated its newly recognized
right of representation in the non-union setting but provided almost
no guidance on how that right would play itself out in the day-to-day
dealings between management and employees. For instance, the Board's
decision is presently limited to a permitting only a single co-worker
to act as a representative. Will future Board decisions expand this
right to include representation by non-employees, perhaps union representatives
in the course of an organizing campaign? Furthermore, while the Epilepsy
Foundation ruling appears to suggest that the employee must trigger
this newfound right by affirmatively requesting a representative, others
may argue that employers have a duty to notify employees of this right
(the AFL-CIO is already promoting this extension of the decision).
In the event the employee requests a representative, prior Board law
in the union setting suggests that a "reasonable time" should
be afforded the employee to seek out a representative before proceeding
with the interview. A reasonable time should be determined by the particular
facts of the matter. However, this decision fails to account for other
laws. For instance, cases interpreting Title VII of the Civil Rights
Act of 1964 require that employers take prompt action to investigate
claims of sexual or other forms of discrimination or harassment. What
happens when an employee requests a representative who is not immediately
available? Employers should have the right to tell the employee to pick
an alternate representative to conduct the interview promptly. Additionally,
the Epilepsy Foundation Board did not say whether a co-worker representative
should be paid for their time. In the union setting, compensating union
stewards to, for example, investigate grievances is generally determined
by contract, under "union business." This suggests that an
employer would have to agree voluntarily to compensate a co-worker representative.
However, because the new Epilepsy Foundation right exists in the non-union
environment, outside of union business, failing to pay a co-worker could
subject an employer to a wage claim under the Fair Labor Standards Act
or similar state laws.
The Epilepsy Foundation decision also fails to address a situation in
which the employee and the requested representative are both suspected
of misconduct. Should the representative be allowed in the interview,
thereby allowing the suspected conspirators to collaborate their stories?
An employer would have a legitimate business reason for not allowing
the representative into the interview. Still, because the Board offers
no guidance on implementing its decision in the real world employers
can expect to litigate these issues. Since the representative is at
the interview for the purpose of "mutual aid and protection,"
an active role may be taken. Weingarten and its' progeny suggest that
the representative may clarify facts, ask questions or give comments.
However, none of these cases address what happens when the representative
gets unruly. Would dismissing the unruly representative from the interview
be seen as unlawful interference with an employee's right to representation?
Weingarten says that an employer need not "negotiate" with
a representative but this still leaves plenty of room for disagreement,
and litigation, over the role of the representative.
Perhaps the greatest gray area of the Epilepsy Foundation decision involves
interpretation of the stated premise upon which the newly recognized
right of representation is recognized. Specifically, the Board declared
that an employee's right to demand representation is limited to those
instances where the employee "reasonably believes" a meeting
may result in discipline. Although this ostensibly is an objective standard,
many employers will be unable to determine with any degree of certainty
when these conditions are present. It will not be enough for an employer
to say that disciplinary action was not contemplated if the employee
nevertheless reasonably believed discipline was a possible outcome of
the interview. As a result, many employers will permit nearly all employee
requests for representation to avoid the risk of violating the labor
laws.
Finally, an apparent loophole for employers stated in the Epilepsy Foundation
decision closes shut rather quickly in light of other laws. The Epilepsy
Foundation Board stated that an employer confronted with an employee's
demand for representation can cancel the interview altogether and render
its decision without the employee's input. While this may sound appealing
to some, foregoing investigative interviews could expose employers to
unforeseen problems in other areas of the law where a duty is imposed
to thoroughly investigate (for example, in instances of alleged harassment).
The Board's decision in Epilepsy Foundation has been appealed to the
United States Court of Appeals District of Columbia Circuit. Unless
and until Epilepsy Foundation is overturned employers are obliged to
grant on demand an employee's right of representation, with little guidance
on what that right entails.
To review this decision, see Epilepsy Foundation
of N.E. Ohio, 331 NLRB No. 92.
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