Case Law[2024] ZALAC 12South Africa
Enever v Barloworld Equipment South Africa, A Division of Barloworld South Africa (Pty) Ltd (JA86/22) [2024] ZALAC 12; [2024] 6 BLLR 562 (LAC); (2024) 45 ILJ 1554 (LAC) (23 April 2024)
Headnotes
at the time of her dismissal.
Judgment
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# South Africa: Labour Appeal Court
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## Enever v Barloworld Equipment South Africa, A Division of Barloworld South Africa (Pty) Ltd (JA86/22) [2024] ZALAC 12; [2024] 6 BLLR 562 (LAC); (2024) 45 ILJ 1554 (LAC) (23 April 2024)
Enever v Barloworld Equipment South Africa, A Division of Barloworld South Africa (Pty) Ltd (JA86/22) [2024] ZALAC 12; [2024] 6 BLLR 562 (LAC); (2024) 45 ILJ 1554 (LAC) (23 April 2024)
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sino date 23 April 2024
FLYNOTES:
LABOUR – Dismissal –
Cannabis
positive test
–
Cannabis
used for medicinal purposes – Zero tolerance workplace
policy – Use of blood test alone without proof
of impairment
on work premises is violation of appellant's dignity and privacy –
Policy prevents appellant from engaging
in conduct that is of no
effect to employer – No proof of intoxication or increased
risk of occupational health and
safety – Unfair
discrimination – Respondent's policy declared irrational and
violates right to privacy.
THE
LABOUR APPEAL COURT OF SOUTH AFRICA, JOHANNESBURG
Reportable
Case
no: JA86/22
In
the matter between:
BERNADETTE
ENEVER
Appellant
and
BARLOWORLD
EQUIPMENT SOUTH AFRICA,
A
DIVISION OF BARLOWORLD SOUTH AFRICA (PTY) LTD
Respondent
Heard
:
01 November 2023
Delivered
:
23 April 2024
Coram:
Waglay JP, Mlambo JA
et
Davis JA
JUDGMENT
MLAMBO,
JA
Introduction
[1]
This is an appeal from the Labour Court which confirmed the fairness
of
the Appellant’s dismissal after she tested positive for
cannabis.
[2]
The Appellant is Bernadette Enever, who was dismissed for testing
non-negative
for cannabis while on duty during a routine medical
check. The Respondent is Barloworld Equipment, a division of
Barloworld South
Africa (Pty) Ltd, a private company whose core
business includes the provision and servicing of earthmoving
equipment and power
systems in the mining, civil engineering and
related sectors.
Issue
[3]
As will be evident from
the background that follows, the main issue, as I see it, is the
effect of the Constitutional Court’s
decision in
Minister
of Justice and Constitutional Development and Others v Prince (Clarke
and Others Intervening); National Director of Public
Prosecutions and
Others v Rubin; National Director of Public Prosecutions and Others v
Acton
[1]
(
Prince
),
on workplace discipline, following a positive cannabis test. In that
decision, the criminal prohibition against adults cultivating,
possessing and using cannabis in the privacy of their homes was
declared unconstitutional.
Background
[4]
In July 2012, the
Appellant had her employment contract transferred to the Respondent
in terms of section 197 of the Labour Relations
Act
[2]
(LRA). The result of this was that her employment with the Respondent
was deemed to have begun on 11 April 2007, the date on which
her
contract with the previous employer began. Her employment at the time
of the transfer was as an office manager. She was then
promoted a
number of times until her position as category analyst which she held
at the time of her dismissal.
[5]
The Respondent has an “Employee Policy Handbook” which
was
accepted and signed by the Appellant on 12 November 2012. In
terms of item 4 under the heading “Conditions of Employment”
it explicitly states that the Respondent may require their employees
to undergo medical examinations during the course of their
employment. Additionally, under item 10.7, it forbids the use and
possession of alcohol while also prohibiting access to the workplace
for anyone under the influence of alcohol and/or drugs. It
incorporates the Respondent’s Alcohol and Substance Abuse
Policy
(policy) in this regard.
[6]
The policy has a zero-tolerance approach to the possession and
consumption
of drugs and alcohol in the workplace. For drug testing,
there is random, voluntary and scheduled testing. Testing is carried
out
by an occupational health practitioner during annual medicals; as
part of pre-employment tests; after incidents in the workplace;
where
there is reason for suspicion; when an employee returns to work after
a period of absence exceeding 14 days; and if use or
possession is
disclosed. Should an employee return a positive or non-negative
result then it will be subjected to a confirmatory
test.
[7]
Where the confirmatory test result is also positive or non-negative,
then
the employee is sent home for a period of seven days, and they
will be re-tested once they return after that period. This process
will be repeated until the employee tests negative. During the time
at home, the employee must use any remaining annual leave they
may
have, and if they do not have any, then they are placed on forced
unpaid leave. Following a positive test, disciplinary action
follows
in line with the Respondent’s zero-tolerance approach to the
possession and use of alcohol and drugs in the workplace.
[8]
On 18 April 2019 and in
response to the Constitutional Court’s decision in
Prince
[3]
handed down on 18 September 2018, the Respondent sent out a document
titled "
Cannabis
is strictly prohibited in the Workplace
”
.
In it, they state that while cannabis use was decriminalised for
adults in the privacy of their homes, the decision would not
have any
bearing on the zero-tolerance policy regarding the possession and use
of cannabis because the workplace was not a private
space.
[9]
From May 2012, the
Appellant’s general practitioner prescribed her medication for
pain and sleep due to her severe anxiety.
However, she suffered from
side-effects from the prescribed medication. After the
decriminalisation judgment in
Prince
[4]
,
she
began using cannabis which she says eventually helped reduce her
reliance on the prescription medication. In essence, she says
she saw
improved relief from cannabis-based products, without any of the side
effects. She says that she smokes a rolled-up cannabis
cigarette
(i.e. a “joint”) every night and on weekends, along with
daily use of cannabis-based products like cannabis
oil.
[10]
On 29 January 2020, in
order for the Appellant to regain biometric access to the
workplace,
[5]
she was required
to undergo a medical test, which included a urine test. The test
results came back positive for cannabis because,
as shown above, the
Appellant is a regular user of cannabis. She was denied access and
told to go home and return after seven days.
This happened on four
further occasions being 5, 12, 20 and 27 February 2020, with all the
results coming back positive because
the Appellant did not stop using
cannabis.
[11]
A notice of disciplinary action followed on 25 February 2020 and the
Appellant pleaded
guilty on 28 February 2020. In mitigation, she
spoke about the benefits she has seen from using cannabis, most
especially how she
has less anxiety, better sleep and is no longer
reliant on the side-effect causing prescription medication. Her
access to the workplace
was denied and she was told that she would
not be able to return until she tested negative. During this period,
her attorneys advised
her that the Respondent’s policy was
discriminatory and unfair because it differentiated between cannabis
and alcohol users,
and they even offered to help the Respondent
update it at no cost. This was rejected by the Respondent who denied
the assertion
that their policy discriminated against cannabis users.
[12]
The Appellant did not test negative during the period at home and on
30 April 2020, the
outcome of her enquiry was delivered where she was
summarily dismissed. While the Respondent’s initiator had
requested the
sanction to be a final written warning, the chairperson
found that this was futile because the Appellant made it clear that
she
would not stop using cannabis as it was her right to do so. It
was accepted by the Respondent that, at the time of her testing,
she
was not impaired in the performance of any of her duties or suspected
of being intoxicated, that she worked in an office without
operating
dangerous machinery nor that she was required to drive for the
Respondent.
[13]
The Appellant took the
view that she was unfairly dismissed and referred a dispute to the
CCMA. However, the conciliation did not
take place as a result of the
COVID-19 pandemic and it appears that no certificate of
non-resolution was issued, despite the Appellant
demanding it.
[6]
The Appellant then approached the Labour Court.
In
the Labour Court
[14]
The dispute in the Labour Court turned on four questions: whether
there was differentiation
between the Appellant and other employees
regarding the policy; whether there was a direct causal link between
her positive test
and dismissal, thus constituting an act of
discrimination against her based on spirituality, conscience, belief
or an arbitrary
ground; whether the policies were unfair and
discriminatory; and whether the Respondent impaired the Appellant’s
dignity
by adopting an insulting, degrading and humiliating approach.
[15]
As to the differentiation, it found that the evidence before it
showed that the policy
was consistently applied to all employees in
that any employee who tested positive for alcohol or other substances
was immediately
declared unfit for work, denied access to the
workplace and sent home. They then had to undergo a "clean up"
process
and get re-tested weekly, with their leave being used or the
employee being placed on unpaid leave during that period. In this
case, the Appellant was treated the same way under the policy as
other employees who tested positive and no evidence was presented
showing any employee testing positive who was treated differently.
[16]
It concluded on this issue that the policy creates a rule that
applies consistently across
the board and that differentiating
between the Appellant and other employees regarding enforcement of
the policy could set a dangerous
precedent. Furthermore that the fact
that the Appellant felt her cannabis use was medicinal does not mean
the policy should not
apply to her because she did not provide
medical evidence. Thus, the policy had to be applied consistently,
regardless of the rationale
behind the positive test.
[17]
As to the second issue, the Respondent conceded that there was a
direct causal connection
between the Appellant’s positive
cannabis test and her dismissal. The court
a quo
found that
the true reason for her dismissal was not in dispute – it was
the result of testing positive for cannabis, in
breach of the policy.
A secondary reason was that the Appellant stated she would not stop
using cannabis and that this refusal
suggested a final written
warning would be ineffective. Thus, while the positive test triggered
the process, her defiance of the
policy was found to be what led the
chairperson to conclude that dismissal was the appropriate sanction.
[18]
On the third issue, it found that the Appellant had to show that the
policy differentiates
between employees, but her submissions were
rejected because the policy was consistently applied to all employees
testing positive.
She failed to properly present evidence of
discrimination or explain how the policy was discriminatory.
Moreover, her alleged medicinal
use was raised late, after being
caught and without medical evidence to back it up. In the
circumstances, her recreational use
was found to contradict and
di.minish her medicinal argument. The policy was thus found to serve
a legitimate safety purpose and
it was rationally applied.
[19]
As to her argument of an
automatically unfair dismissal, the case was found to be of
misconduct rather than discrimination because
even though the
Appellant was aware of the policy, she still breached it. Thus, the
Respondent had valid reasons to dismiss her
based on her wilful
violation of the policy. The Constitutional Court’s decision to
decriminalise the use and possession
of cannabis
[7]
was found not to have made any difference to the consequences of
testing positive in the workplace, even in circumstances where
an
employee smoked at home but the cannabis remained in their system
even after they were no longer “
stoned
”
.
In
this Court
[20]
The Appellant raises four issues for determination in this Court.
Firstly, whether the
Respondent differentiated between her and its
other employees. Secondly, whether there is a direct causal
connection between her
testing positive for cannabis and her
dismissal, which constitutes an act of discrimination against her
based on her spirituality,
conscience and belief, alternatively, on
an arbitrary ground in terms of section 187(1)
(f)
of the LRA.
Thirdly, whether the Respondent's Alcohol Abuse and Cannabis policies
are unfair and discriminatory. Lastly, whether
the approach adopted
by the Respondent was insulting, degrading and humiliating and an
impairment of her dignity as a result of
unfair discrimination.
[21]
The direct causal connection between the positive test and the
dismissal is accepted by
the Respondent. I do not see this point
assisting the resolution of the issues and consequently, I will say
nothing further about
this.
Unfair
discrimination
[22]
Section 6(1) of the
Employment Equity Act
[8]
(EEA)
prohibits unfair discrimination in the workplace.
[9]
As correctly applied by the court
a
quo
,
the test for discrimination is the well-established test set out in
Harksen
v Lane NO and Others
[10]
(
Harksen
).
In
Mbana
v Shepstone & Wylie
[11]
(
Mabena
),
in considering
Harksen
,
the Constitutional Court said that “
[a]part
from permitting differentiation on the basis of the internal
requirements of a job ... the test for unfair discrimination
in the
context of labour law is comparable to that laid down by [the
Constitutional] Court in Harksen”
.
[12]
It then summarised the three legs of the test as follows:
'The
first step is to establish whether the respondent’s policy
differentiates between people. The second step entails establishing
whether that differentiation amounts to discrimination. The third
step involves determining whether the discrimination is unfair.
If
the discrimination is based on any of the listed grounds in section 9
of the Constitution, it is presumed to be unfair.’
[13]
(Footnotes omitted.)
[23]
Section 11 of the EEA
[14]
creates a presumption that discrimination based on a listed ground is
unfair, and places an onus of justifying or showing that
it did not
occur on the employer. If the discrimination alleged is based on an
unlisted or arbitrary ground, then it is for the
complainant to prove
irrationality, discrimination and unfairness on a ground that impacts
human dignity.
[15]
The
Appellant bases her claims on the listed grounds of her conscience,
belief and religion, and alternatively on the arbitrary
ground of a
violation of her right as an adult to use cannabis in private.
[24]
I agree with the court
a quo
that there was no discrimination
based on any listed ground. In this Court, she raises discrimination
on the listed grounds of
conscience, belief and spirituality. The
Respondent argues that “spirituality” is not a listed
ground and that the
Appellant should not be permitted to raise it in
this appeal under the guise of “religion” which, although
is a listed
ground, was not pleaded.
[25]
This argument must be
rejected. Although the Appellant did not explicitly plead the term
“religion”, the substance of
her pleadings makes it clear
that spirituality and religion were used interchangeably.
[16]
While speaking of spirituality, she did so in the context of feeling
closer to God. For the purposes of this appeal, I will accept
spirituality as being synonymous with the listed ground of
religion.
[17]
In any event,
this too does not assist the Appellant. The link between the
dismissal and cannabis use was not because her religious
or spiritual
views caused her to smoke cannabis in that she admitted that she
smoked it recreationally as well. This is enough
to show that there
was no discrimination on religious grounds. The conclusion that the
Appellant’s recreational use rendered
this argument a
non-starter is correct and the same goes for the arguments on
conscience and belief.
[26]
The argument that the policy differentiates against alcohol and
cannabis users based on
an arbitrary ground requires consideration.
Quite plainly, in terms of the policy, if an employee is
tested and found to have alcohol or cannabis in their blood while at
work,
they will be sent home. The same would happen should they be
suspected of being intoxicated, tested and found positive, or found
in possession of either. The medical test given to the Appellant is
routinely given to other employees and thus she was not
differentiated
from alcohol users when the results came back positive
and she was sent home to get clean – that is what the policy
entails
for both substances. During cross-examination, she accepted
that the Respondent’s zero-tolerance policy meant that use and
not intoxication was the measure used for determining a breach of the
policy. There is no differentiation for any of those processes.
[27]
The exception for alcohol
users being allowed to consume alcohol up to the limit of 0,05 gram
per 100 millilitres as set out in
section 65(2) of the National Road
Traffic Act
[18]
while driving
the Respondent’s vehicles during working hours without
sanction, does not help the Appellant. The blood-alcohol
level
allowed on public and national roads is part of explicit legislation
that the Respondent cannot ignore. There is no similar
legislation
for cannabis users. Under cross-examination, Ms Panday
[19]
said if an employee arrived at work with an alcohol concentration in
their body that is under the legal limit, but above 0%, they
would be
subjected to the same disciplinary process. However, their policy did
not apply on public roads, they could only take
action when those
employees were on their premises.
[20]
[28]
So too does the policy give the CEO or directors powers to allow the
consumption of alcohol
on business premises after working hours, or
in exceptional circumstances, during working hours. The Respondent
says their stated
purpose is to foster social interaction amongst
employees, and that it is only in exceptional circumstances that this
would happen
during working hours. These events are said to take
place around once a year like year-end functions, which are held
onsite because
not every employee would have the transport to meet at
a restaurant. Further, that employees drinking at the Respondent’s
social events must leave the premises as soon as the event ends. A
problem raised by the Appellant is that persons who use cannabis
are
not afforded the same privilege or exception to consume cannabis at
those same once-a-year events. While I am of the view that
this shows
differentiation, I accept that it is rational. Alcohol can be easily
consumed at and bought for a company year-end event,
while cannabis
cannot. As things stand, it can only be consumed privately in one’s
home, and it is accepted that the workplace
is a public space.
[29]
The last exception concerning a re-test and medication is irrelevant
because as established
above, this case is being adjudicated on the
Appellant’s recreational use. The crux of the matter, as I see
it, arises from
the reason cannabis users are immediately sent home
for a minimum of seven days. During the trial it further emerged that
alcohol
users who test positive can, and often return the next day to
be re-tested, and as long as they don’t consume alcohol on that
day, they are effectively guaranteed to test negative on a
breathalyser. If a cannabis user is re-tested the next day, they are
likely to still test positive with a blood test, despite not
consuming cannabis on the day they were sent home.
[30]
The Respondent was well
aware that the
Prince
[21]
decision meant that adults could consume cannabis in the privacy of
their homes, so it sent out a note alerting its employees that
if
they tested positive for cannabis, they would be dealt with in terms
of its zero-tolerance policy against alcohol and substance
abuse. For
the Appellant to show that there was discrimination based on an
arbitrary ground then she must show that there was an
impairment to
her human dignity in a comparable manner to discrimination based on
the listed grounds.
[22]
An
arbitrary ground is not merely any ground that has not been listed.
This Court has settled the debate on whether a wide or narrow
interpretation should be given to the meaning of arbitrary ground. It
endorsed the narrow interpretation as a measure of limiting
every and
any claim related to labour relations being raised as unfair
discrimination, stating:
‘
The
essential point is that the phrase to which meaning must be
attributed is “ … any other arbitrary ground”
and
not the word “arbitrary,” free from its context and
function. In this context the word “arbitrary”
is not a
synonym for the word “capricious.” The injunction in
section 6(1) is to outlaw, not “arbitrariness”,
but
rather to outlaw unfair discrimination that is rooted in “another”
arbitrary ground (the syntax of “ …
any other …”
cannot be understood as otherwise than looking back at what has been
stipulated in the text that precedes
it). Capriciousness, by
definition, is bereft of a rationale, but unfair discrimination on a
“ground” must have a rationale,
albeit one that is
proscribed. The glue that holds the listed grounds together is the
grundnorm
of Human Dignity.’
[23]
[31]
More recently in
Tshazibane
v Montego Pet Nutrition and Others
,
[24]
the Labour Court having examined the relevant authorities, reached a
similar conclusion, holding:
‘
To
summarise, where reliance is placed on an arbitrary ground a
complainant in an unfair discrimination claim is required to
establish
that [they have] been the object of unequal treatment based
on attributes and characteristics [they] either possess or with which
[they are] associated and which have the potential to sully or
diminish [their] intrinsic humanity and that of others in [their]
situation. It is the impact on the complainant which is
decisive.’
[25]
(Footnotes omitted.)
[32]
The Appellant must thus show that the discrimination she alleges
impacted her dignity in
a manner comparable to how dignity is
impacted when discrimination is on a listed ground. The Appellant
submits that the discrimination
she faced as a cannabis user
seriously infringed on her dignity by violating her right to privacy
and subjecting her to a humiliating
process that portrayed her as a
“junkie”. This is based on the common cause facts that
when testing positive, the Appellant
was not impaired in the
performance of any of her duties. It is common cause that the
appellant worked in an office and her job
did not entail operating
dangerous machinery. She was also not required to drive for the
Respondent or perform any duty where impairment
from cannabis would
present a risk to her or others in the workplace.
[33]
The Appellant says her use of cannabis in the evenings and on
weekends in the privacy of
her home is her right and that the policy
violates it. The court
a quo,
in agreement with the
Respondent, rejected this argument on the basis that
Prince
addressed criminality and not labour relations. Indeed, item 10 of
the order explicitly addresses this point. Zondo ACJ (as he
then was)
ordered:
10.
It is declared that, with effect from the date of the handing down of
this judgment, the
provisions of sections 4(b) of the Drugs and Drug
Trafficking Act ... read with Part III of Schedule 2 of that Act and
... section
22A(9)(a)(i) of the Medicines and Related Substances
Control Act ... read with Schedule 7 of GN R509 of 2003 published in
terms
of section 22A(2) of that Act are inconsistent with right to
privacy entrenched in section 14 of the Constitution and, therefore,
invalid
to the extent that they make the use or possession of cannabis in
private by an adult person for his or her own consumption
in private
a criminal offence.
’
[26]
(Own emphasis.)
[34]
While I agree that
Prince
did not involve labour
matters, the significance of the decision implicates the nature of
the right to privacy, which all employees
have. An employer cannot
disregard an employee’s privacy when implementing or acting in
terms of its policies. In
Prince
,
the Constitutional Court pronounced upon this right.
[27]
Clearly, an objective consideration of the Respondent’s policy
is that any employee who works for it cannot smoke cannabis
at
all
.
Employers are not completely barred from asking their employees to
completely refrain from certain conduct. Policies against drug
and
alcohol use are standard and are aimed at complying with section 8(1)
of the Occupational Health and Safety Act.
[28]
It is on this basis that the Respondent justifies its violation of
the Appellant’s right to limiting what she does in her
own
private time outside the workplace.
[35]
I do not find this a
justifiable reason for the infringement of the Appellant’s
right to privacy. In
Case
and Another v Minister of Safety and Security and Others, Curtis v
Minister of Safety and Security and Others
,
[29]
the Constitutional Court invalidated section 2 of the now repealed
Indecent or Obscene Photographic Matter Act.
[30]
That section had prohibited the private possession by any person,
including adults, of “indecent or obscene photographic
matter”.
Langa J said:
‘
With
regard to the first question [the constitutionality of the provision
creating the offence] and having regard to the definition
which is
couched in very wide terms, I am satisfied that the prohibition as
framed is unconstitutional. I am in respectful agreement
with the
reasons so succinctly expressed by Didcott J, more particularly that
a ban on possession of the material hit by section
2(1) of the Act
infringes the right to personal privacy guaranteed by section 13 of
the Constitution.
The
terms of the provision, read with the definition, are unquestionably
overbroad and have the effect of sanctioning the unwarranted
and
unjustifiable invasion of the right to personal privacy regardless of
the nature of the material possessed
.’
[31]
(Footnote omitted and emphasis added.)
[36]
The principle that
overbroad, unwarranted and unjustifiable invasions of the right to
privacy being unconstitutional is applicable
to this case. In
Bernstein
and Others v Bester NO and Others
,
[32]
the Constitutional Court quoted the Council of Europe on the scope of
the right to privacy consisting of–
‘…
essentially
in the right to live one’s own life with a minimum of
interference. It concerns private, family and home life,
physical and
moral integrity, honour and reputation, avoidance of being placed in
a false light, non-revelation of irrelevant and
embarrassing facts,
unauthorised publication of private photographs, protection from
disclosure of information given or received
by the individual
confidentially.’
[33]
[37]
Noting the importance of
the right to privacy and its association with the right to dignity,
in
AmaBhungane
Centre for Investigative Journalism NPC and Another v Minister of
Justice and Correctional Services and Others; Minister
of Police v
AmaBhungane Centre for Investigative Journalism NPC and Others
,
[34]
Madlanga J for the majority of the Constitutional Court said:
‘
To
this, one may add the fact that the invasion of an individual’s
privacy infringes the individual’s cognate right
to dignity, a
right so important that it permeates virtually all other fundamental
rights. About its importance, Ackermann J said
“the right to
dignity is a cornerstone of our Constitution”. And in
Hugo
this Court quoted the
words of L’Heureux-Dube J with approval. They are that
“inherent human dignity is at the heart
of individual rights in
a free and democratic society.’
[35]
(Footnotes
omitted.)
[38]
Within this context of the right to privacy, I can think of no more
an irrelevant fact
to the employer in this case than the Appellant
enjoying a “joint” during her evenings in the privacy of
her home.
The use of a blood test alone without proof of impairment
on the work premises is a violation of the Appellant’s dignity
and privacy. This as the policy prevents her from engaging in conduct
that is of no effect to her employer, yet her employer is
able to
force her to choose between her job and the exercise of her right to
consume cannabis. The Respondent has not shown that
she was “stoned”
or intoxicated at work as a result, that her work was adversely
affected or that she created an unsafe
working environment for
herself or fellow employees. The Respondent would not have known –
apart from the Appellant volunteering
the information – that
she smoked cannabis and the reason therefor.
[39]
There are only a few judgments from this Court and the Labour Court
regarding cannabis
intoxication, but I am of the view that the
principles from judgments dealing with zero-tolerance policies for
alcohol intoxication
are able to offer guidance and are similarly
applicable to cannabis.
[40]
In
National
Union of Metal Workers of South Africa obo Cloete v Trentyre (Pty)
Ltd and Others
,
[36]
Zondo JP (as he then was) said the following of zero-tolerance
policies:
‘
In
this regard it needs to be pointed out that it is not our law that
the mere fact that an employee is found to be under the influence
of
liquor in the workplace on a particular day means that the only
appropriate sanction in every case is dismissal.’
[37]
While
I accept that the Respondent requested a final written warning from
the chairperson of the disciplinary enquiry, the effect
of their
policy is that their employees have to pick between cannabis or their
jobs because the Appellant would continuously test
positive.
[41]
In
Transnet
Freight Rail v Transnet Bargaining Council and Others
,
[38]
the dismissal of a yard official, who marshalled and coupled trains
was found to be fair after he tested positive for alcohol.
Of
importance in that case is that safety was a critical consideration
and the employee was already on a written warning. In
Taxi-Trucks
Parcel Express (Pty) Ltd v National Bargaining Council for the Road
Freight Industry and Others
,
[39]
it was found in favour of the employee that dismissal was harsh and
unfair. In this case, the employee was a general worker who
was
loading tyres onto trucks. After being suspected of being
intoxicated, a blood test confirmed the presence of alcohol in his
blood. In
Tosca
Labs v Commission for Conciliation, Mediation and Arbitration and
others
,
[40]
the Labour Court upheld a decision by the CCMA which found the
dismissal of a concrete technician for testing positive for alcohol
to be unfair. The employee in question was breathalysed after an
altercation with a member of the public, and the test came back
positive even though there was no evidence of intoxication. The CCMA
and Labour Court upheld the unfairness of the decision to
dismiss
solely based on a breathalyser test.
[42]
Underpinning these
decisions is the principle that intoxication is a matter of degree,
which this Court explained in
Shoprite
Checkers (Pty) Ltd v Tokiso Dispute Settlement and Others
[41]
as follows:
‘
[17]
A dismissal will only be fair if it is procedurally and substantively
fair. A commissioner of the CCMA
or other arbitrator is the initial
and primary judge of whether a decision is fair. As the code of good
practice enjoins, commissioners
will accept a zero tolerance if the
circumstances of the case warrant the employer adopting such an
approach.
[18]
But the
law does not allow an employer to adopt a zero tolerance approach for
all infractions, regardless of its appropriateness
or proportionality
to the offence, and then expect a commissioner to fall in line with
such an approach
.
The touchstone of the law of dismissal is fairness and an employer
cannot contract out of it or fashion, as if it were, a “no
go
area” for commissioners. A zero tolerance policy would be
appropriate where, for example, the stock is gold but it would
not
necessarily be appropriate where an employee of the same employer
removes a crust of bread otherwise designed for the refuse
bin.’
[42]
(Citation omitted and emphasis added.)
[43]
This matter could well
have been different for an employee who was found to be “stoned,”
intoxicated or impaired during
work hours on the premises or if it
was an employee who operates or works with heavy and dangerous
machinery. Indeed in
Marasi
v Petroleum, Oil and Gas Corporation of South Africa (SOC) Ltd
,
[43]
the Labour Court dismissed an unfair discrimination claim against an
employee working as a rock drill operator at a petro-chemical
plant
who tested positive for cannabis that he had smoked outside the
workplace. While in
SGB
Cape Octorex (Pty) Ltd v Metal and Engineering Industries Bargaining
Council and Others
,
[44]
this court upheld a dismissal for an employee who was smoking
cannabis while on duty.
[44]
Although no medical evidence was led, the Respondent conceded that,
unlike alcohol, cannabis
stays in the blood system for longer than is
the case with alcohol. This underscores the point that a mere
positive test for cannabis
does not address the sobriety of the user
or indicate whether they are impaired from carrying out their duties.
A further consideration,
as pointed out above, is that the Appellant
does not operate or work with any heavy or dangerous machinery. Her
job is plainly
an office desk job. I do not accept that because the
Respondent has a generally dangerous workplace the rule is justified
or that,
that is an inherent requirement of the job.
[45]
The Respondent has not
shown a similar inherent requirement. In
Department
of Correctional Services and Another v Police and Prisons Civil
Rights Union (POPCRU) and Others
,
[45]
the Supreme Court of Appeal established that:
‘
A
policy is not justified if it restricts a practice of religious
belief – and by necessary extension, a cultural belief –
that does not affect an employee’s ability to perform his
duties, nor jeopardise the safety of the public or other employees,
nor cause undue hardship to the employer in a practical sense. No
rational connection was established between purported purpose
of the
discrimination and the measure taken. Neither was it shown that the
department would suffer an unreasonable burden if it
had exempted the
respondents.’
[46]
(Footnote omitted.)
[46]
I find no reason why this reasoning cannot apply to unlisted grounds.
During the trial,
Ms Panday conceded that neither she nor the
Appellant are required to wear PPE while at their desks. This is only
a requirement
when interacting with those areas of the workplace that
are dangerous. The Appellant does not interact with those areas. The
Respondent
is thus faced with a situation where in one scenario, the
Appellant smokes her joint at home, sobers up, and then in the
morning
goes to work where she does her office job ably and
competently without posing a safety risk to herself or her fellow
employees.
In the alternative scenario, the Appellant does not
consume any cannabis, and would thus be sober, she would then go to
work in
the morning where she would do her office job ably and
competently without posing a safety risk to herself or her fellow
employees.
This shows that not smoking cannabis is not an inherent
requirement of the Appellant’s job in that in both cases she is
able
to competently perform her work obligations. The smoking of
cannabis at home cannot be considered, in the context of the facts of
this case, to impair on her ability to perform her designated job.
[47]
It may be argued that
alcohol intake also takes place in the privacy of a home, but the
similarity ends there. Lack of impairment
and working in a safe zone,
for example, are relevant factors. A further relevant consideration
is the quick dissipation of alcohol
from the bloodstream. This, on
its own shows the arbitrariness in the zero-tolerance application of
the policy. This means one
employee may imbibe alcohol in her home
and have a negative test result the following day but the employee
who enjoyed a joint
the previous night would test positive. Even more
so is the fact that an employee who tests positive for alcohol and is
sent home
is guaranteed a negative test when re-tested on returning
to work. Not so with employees who test positive for cannabis, in
that
they would still test positive on their return to work due to
the longevity thereof, even if the employee abstained from using it
on the day he or she is sent home. There is, in my view, no rational
link between its zero-tolerance policy against personal cannabis
use
by all its employees in the privacy of their homes and the
maintenance of safety in its workplace. I must emphasise at this
point that this is not a radical re-statement of the law because this
Court set out this position as far back as 1997, where in
Tanker
Services (Pty) Limited v Magudulela
,
[47]
it stated that–
‘
The
difficulty with proving the charge brought against the respondent is
that intoxication is a matter of degree.
The respondent would only be “under the influence of alcohol”
if he was no longer able to perform the tasks entrusted
to him, and
particularly the driving of a heavy vehicle, with the skill expected
of a sober person.
Whether
an employee is, by reason of the consumption of intoxicating liquor,
unable to perform a task entrusted to him by an employer
must depend
on the nature of the task.’
[48]
(Own emphasis.)
[48]
In cases where alcohol
intoxication has been suspected, a breathalyser is not always
conclusive on its own to justify dismissal.
[49]
Instead, it can be coupled with other evidence such as the employee
having slurred speech; impaired coordination; loudness; and
all the
other known symptoms of alcohol intoxication.
[50]
A similar jurisprudence on the known symptoms of cannabis and their
effect compared to the duties associated with the nature of
the job
should be allowed to develop. All this will depend – in
addition to the test results (where available) – on
the facts
of each case and eyewitness accounts. This is not to say that test
results on their own are always insufficient, but
that the nature of
the job determines the amount of evidence required to justify
dismissal.
[51]
[49]
I am aware that workplaces have different configurations and guided
by this Court’s
previous decisions, the conclusion I have
reached is merely a fact-specific one based on this case and the
nature of the Appellant’s
job. It does not extend to every one
of the Respondent’s employees, some of whom perform drastically
more dangerous jobs,
and for whom not being able to smoke cannabis at
all – should they wish to continue their employment with the
Appellant –
may be more justified.
[50]
The Respondent was not
convincing in its attempt to counter this position. It says that the
policy must be uniform and enforced
without exceptions because it has
over 3 600 employees in multiple countries and that it cannot
create specialised policies
for everyone. Further, only around 10% of
them do not “
work
in areas where there is a lower risk of machinery either being
manufactured, maintained, repaired or just driven around
”
.
The Constitutional Court in
Mbana
[52]
gave guidance on what to
make of an employer’s resort to operational requirements to
rationalise a policy. Having accepted
that the differentiation was
justified, it said:
‘
[I]t
must be stressed that an employer’s business and operational
needs will not simply be accepted on the employer’s
own say-so
.
It must be shown, objectively, that there are genuine and legitimate
business and operational needs that justify the differential
treatment of employees
.’
[53]
(My emphasis.)
[51]
The application of the LRA cannot yield to the operational
convenience of an employer like
the Respondent so it can have
uniformity across the various countries it operates in. Employees in
South Africa are governed by
the LRA. Similarly, the mere assertion
without evidence that flexibility in the policy’s application
would result in them
having to make personalised policies for each
employee should be rejected. This is not a collective labour
relations issue, but
a claim brought by an individual applicant
against alleged unfair discrimination. The Appellant is not being
done a favour when
their employer is asked to show proof of
intoxication in addition to a positive test due to the nature of her
job. That is the
position in South African law, not a benefit from
her employer.
[52]
I conclude that the Respondent’s policy is overbroad and
infringes the Appellant’s
right to privacy. I find that her
treatment as someone who was “intoxicated” when in fact
she was not, is unfair discrimination
because it singles out cannabis
users compared to alcohol users, for what they do at home, even in
situations where their conduct
carries no risk for the employer.
[53]
Before dealing with the remedy, I must comment on the Appellant’s
assertion that
the Respondent adopted an approach that was insulting,
degrading and humiliating. It can hardly be said that the Respondent
adopted
such an approach. My finding above is consistent with an
employer that was mistaken on the correct legal position rather than
a
malicious one. They followed a procedurally fair process and the
decision, although substantively unfair, would have been fair if
the
legal position they adopted was the correct one.
Remedy
[54]
The Appellant has proven unfair discrimination in terms of section
6(1) of the EEA and
because this is the reason she was dismissed, her
dismissal was automatically unfair in terms of section 187(1)
(f)
of the LRA. In the court
a quo,
she sought reinstatement
and alternatively compensation. In this Court, she only sought
compensation for 24 months calculated at
R43 199.75 per month.
[55]
The Appellant has brought
this claim under both the LRA and the EEA, and both statutes allow
this Court to grant compensation.
[54]
Compensation in terms of the LRA is limited and the limit depends on
the reason for the unfairness of the dismissal. If a dismissal
is
procedurally or substantively unfair then compensation is limited to
12 months of the employee’s remuneration on the date
of
dismissal.
[55]
If the
dismissal was automatically unfair then compensation is limited to 24
months’ remuneration.
[56]
[56]
In
ARB
Electrical Wholesalers (Pty) Ltd v Hibbert
[57]
(
Hibbert
),
this Court held that bringing a claim under both Acts based on the
same conduct should not result in two separate amounts under
each
Act. The guiding principle is what would be just and equitable to
remedy the harm to the appellant’s dignity.
[58]
The factors to consider are similar to those in delict for the
actio
iniuriarum
.
They are not a closed list and were set out in
Minister
for Justice and Constitutional Development and Another v
Tshishonga
,
[59]
as follows:
‘
Factors
regarded by the court as relevant to the assessment of damages
generally included the nature and seriousness of the
iniuria
,
the circumstances in which the infringement took place, the behaviour
of the defendant (especially whether the motive was honourable
or
malicious), the extent of the plaintiff’s humiliation or
distress, the abuse of a relationship between the parties, and
the
attitude of the defendant after the
iniuria
had taken place.’
[60]
[57]
Further to this, the
compensation granted is not to make up for the employee’s lost
job but to afford them relief to their
injured dignity. In
Hibbert
,
[61]
this Court explained the
solatium
as follows:
‘
This
monetary relief is referred to as a
solatium
and
it constitutes a solace to provide satisfaction to an employee whose
constitutionally protected right to fair labour practice
has been
violated.
The
solatium
must
be seen as a monetary offering or pacifier to satisfy the hurt
feeling of the employee while at the same time penalising the
employer. It is not however a token amount hence the need for it to
be “just and equitable” and to this end salary
is used as
one of the tools to determine what is “just and equitable.’
[62]
(Footnotes omitted.)
[58]
The Appellant seeks the maximum of 24 months compensation for an
automatically unfair dismissal
but neither made arguments for or
against the amount. The Respondent used an invasive blood test to
find evidence of what the Appellant
did in the privacy of her home,
then used that evidence to dismiss her in circumstances where that
conduct posed no risk to it.
This is a serious infringement of the
Appellant’s right to privacy as it provides an employer with
more private information
about an employee’s conduct than is
necessary, in circumstances where there is no rational connection to
workplace safety
and the conduct undertaken by an employee in the
privacy of their home.
[59]
This however is mitigated by the circumstances in which the tests
take place. It was an
annual medical, and in any event, there are no
equivalents to a breathalyser used in alcohol tests for cannabis.
This places the
employer in a difficult but not unreasonable
position. Merely having a zero-tolerance policy on the basis of
workplace safety does
not give an employer the right to have a
uniform policy that does not consider the nature of an employee’s
job and the environment
the employer operates in. Despite pursuing
the legitimate reason of workplace safety, the Respondent’s
insistence that testing
positive for cannabis after a blood test was
the same as testing positive for alcohol after a breathalyser and
that sobriety at
the time of the test was always of no relevance
regardless of the nature of the employee’s job, failed to
adequately consider
the position cannabis users have been placed in.
[60]
This is shown in the impact on the Appellant. Ultimately, she lost
her job, and what led
to this was the employer forcing her to choose
between her job and consuming cannabis in the privacy of her home.
This is severe
when considering that the Respondent has failed to
show how her consuming cannabis in the type of job she performed
increased the
risk of occupational health and safety in the
workplace.
[61]
Considering all these factors, I award 24 months compensation to the
Appellant because
the Respondent made no effort to meaningfully
consider workplace safety in light of cannabis use after the
Constitutional Court’s
decision in
Prince
. All it did
was maintain a zero-tolerance approach without showing how it has
considered the risk that would be caused by any of
its employees
consuming cannabis.
[62]
Whilst the appellant was successful, this is not a matter where costs
should be awarded.
The respondent applied a zero-tolerance policy
without any overt malice against the appellant. I see no reason why
costs should
be ordered in this matter.
[63]
I therefore make the following order:
Order
1.
The appeal is upheld.
2.
The order of the Labour Court is set aside and replaced with an order
that:
“
1.
It is declared that the Respondent’s Alcohol and Substance
Abuse Policy is irrational and violates the right
to privacy in
section 14 of the Constitution, to the extent that it prohibits
office-based employees that do not work with or within
an environment
that has, heavy, dangerous and similar equipment, from consuming
cannabis in the privacy of their homes.
2.
It is declared that the Respondent subjected the Applicant to unfair
discrimination in terms of
section 6(1)
of the
Employment Equity Act
55 of 1998
.
3.
It is declared that the Applicant’s dismissal was automatically
unfair in terms of
section 187(1)
(f)
of the
Labour Relations
Act 66 of 1995
, as amended.
4.
The Respondent is ordered to compensate the Applicant by paying her
24 months compensation calculated
at R43 199.75 per month.
5.
There is no order as to costs.”
3.
Each party is to pay their own costs in this Court.
________________________
MLAMBO
JA
Waglay
JP and Davis JA concur.
APPEARANCES:
FOR
THE APPELLANT:
M.A. Lennox instructed
by Schindlers Attorneys
FOR
THE RESPONDENT:
H.C. Nieuwoudt instructed by Norton Rose Fulbright
South Africa Inc
[1]
[2018] ZACC 30
;
2018 (10) BCLR 1220
(CC);
2018 (6) SA 393
(CC);
2019
(1) SACR 14
(CC).
[2]
Act 66 of 1995, as amended. In terms of this section, if a company
is acquired by another, then the employment contracts of the
employees at the acquired company are automatically transferred to
those of the acquiring company.
[3]
Prince
above
n 1.
[4]
Id.
[5]
Presumably because she returned to the workplace after a period
exceeding 14 days following the Festive Season,
see
para 6 above.
[6]
Section 135(5)
(a)
of the LRA provides:
‘
(5)
When conciliation has failed, or at the end of the 30-day period or
any further period agreed between the parties—
(a)
the commissioner must issue a certificate stating whether or not the
dispute has been resolved…’
[7]
Prince
above
n 1.
[8]
Act
55 of 1998.
[9]
It provides at section 6(1) that:
‘
(1)
No person may unfairly discriminate, directly or indirectly, against
an employee, in any employment policy or
practice, on one or more
grounds, including race, gender, sex, pregnancy, marital status,
family responsibility, ethnic or social
origin, colour, sexual
orientation, age, disability, religion, HIV status, conscience,
belief, political opinion, culture, language,
birth or on any other
arbitrary ground.’
[10]
[1997] ZACC 12; 1997 (11) BCLR 1489; 1998 (1) SA 300.
[11]
[2015] ZACC 11
;
2015 (6) BCLR 693
(CC); (2015) 36 ILJ 1805 (CC).
[12]
Id at para 25.
[13]
Id at para 26.
[14]
It provides:
‘
(1)
If unfair discrimination is alleged on a ground listed in section 6
(1), the employer against whom the allegation
is made must prove, on
a balance of probabilities, that such discrimination—
(a)
did not take place as alleged; or
(b)
is rational and not unfair, or is otherwise justifiable.
(2)
If unfair discrimination is alleged on an arbitrary ground, the
complainant must prove, on a balance of probabilities, that—
(a)
the conduct complained of is not rational;
(b)
the conduct complained of amounts to discrimination; and
(c)
the discrimination is unfair.’
[15]
Mbana
above
at para 27.
[16]
It has long been held that pleadings are made for the court and not
the court for pleadings, giving courts a discretion on whether
to
entertain a matter that is not explicitly pleaded but identifiable
in the papers. See in this regard:
Eskom
Holdings SOC Ltd v Vaal River Development Association (Pty) Ltd and
Others
[2022]
ZACC 44
;
2023 (5) BCLR 527
(CC);
2023 (4) SA 325
(CC) at para 277;
Sibiya
v South African Police Service
[2022]
ZALAC 88
; (2022) 43 ILJ 1805 (LAC);
[2022] 9 BLLR 822
(LAC) at paras
30 - 31:
Butters
v Mncora
[2014]
ZASCA 86
;
[2014] 3 All SA 259
(SCA) at para 9.
[17]
During the trial within the context of Ms Enever speaking about how
cannabis made her feel closer to God, the following exchange
which
was not challenged occurred during examination in chief:
‘
MR
LENNOX: If it
is put to you that this is
not
a conventional religious outlook
,
how would you respond?
MS
ENEVER:
Most certainly
my religious outlook
is not mainstream. I
think it is more…’ (My emphasis.)
[18]
Act 93 of 1996.
[19]
The Respondent’s Head: Ethics and Compliance, who was their
sole witness during the trial.
[20]
The policy provides that:
‘
This
exception is only valid while driving on Public and National roads.
A blood alcohol concentration of 0% is mandatory when
driving
company or private vehicles on either a customer or Barloworld
Equipment premises. The mandatory 0%· blood alcohol
concentration will also be seen as the limit for all employees
reporting for duty on either a customer site or Barloworld Equipment
site.’
[21]
Prince
above.
[22]
Naidoo
and Others v Parliament of the Republic of South Africa
[2020] ZALAC 38
; (2020)
41 (ILJ) 1931 (LAC);
[2020] 10 BLLR 1009
(LAC) at para 29.
[23]
Id at para 26. See also
Ndudula
and Others v Metrorail PRASA (Western Cape)
[2017]
ZALCCT 12;
[2017] 7 BLLR 706
(LC); (2017) 38 ILJ 2565 (LC) at paras
71 - 73.
[24]
[2022] ZALCPE 19; (2022) 43 ILJ 2610 (LC); [2022] 12 BLLR 1151 (LC).
[25]
Id at para 5.
[26]
Prince
above
at
para 129.
[27]
Id
at paras 43 - 57.
[28]
Act 85 of 1993. The section provides: “
[e]very
employer shall provide and maintain, as far as is reasonably
practicable, a working environment that is safe and without
risk to
the health of his employees
”
.
This must be read with regulation 2A which reads:
‘
Subject
to the provisions of subregulation (3), an employer or a user, as
the case may be, shall not permit any person who is
or who appears
to be under the influence of intoxicating liquor or drugs, to enter
or remain at a workplace.’
[29]
[1996] ZACC 7
;
1996 (3) SA 617
;
1996 (5) BCLR 608
(
Case
).
[30]
Act 37 of 1967. This Act was repealed by
section 33
of the
Films and
Publications Act 65 of 1996
.
[31]
Case
above at para 97.
[32]
[1996] ZACC 2; 1996 (4) BCLR 449; 1996 (2) SA 751.
[33]
Id at para 73.
[34]
[2021] ZACC 3; 2021 (4) BCLR 349 (CC); 2021 (3) SA 246 (CC).
[35]
Id at para 28.
[36]
[2008] ZALAC 18
;
[2016] JOL 35706
(LAC) (
Trentyre
).
[37]
Id at para 2.
[38]
[2011] ZALCJHB 15; (2011) 32 ILJ 1766 (LC); [2011] 6 BLLR 594 (LC).
[39]
[2012] ZALCCT 18;
[2012] 12 BLLR 1301
(LC); (2012) 33 ILJ 2985 (LC).
[40]
[2011] ZALCPE 23; (2012) 33 ILJ 1738 (LC); [2012] 5 BLLR 529 (LC).
[41]
[2015] ZALAC 23
;
[2015] 9 BLLR 887
(LAC); (2015) 36 ILJ 2273 (LAC).
[42]
Id at paras 17-18.
[43]
[2023] ZALCCT 38;
[2023] 10 BLLR 1043
(LC); (2023) 44 ILJ 2261 (LC).
A petition for leave to appeal in this matter has been made to this
Court.
[44]
[2022] ZALAC 118
; (2023) 44 ILJ 179 (LAC); [2023] 2 BLLR 125 (LAC).
[45]
[2013] ZASCA 40
; (2013) 34 ILJ 1375 (SCA); 2013 (4) SA 176 (SCA);
[2013] 7 BLLR 639 (SCA); 2013 (7) BCLR 809 (SCA); [2013] 3 All SA 1
(SCA).
[46]
Id at para 25.
[47]
[1997] 12 BLLR 1552 (LAC).
[48]
Id at 1553 G-I.
[49]
Palaborwa
Mining Company Ltd v Cheetham and Others
[2007]
ZALAC 11
;
[2008] 6 BLLR 553
(LAC); (2008) 29 ILJ 306 (LAC);
Mondi
Paper Co v Dlamini
[1996]
9 BLLR 1109 (LAC).
[50]
Trentyre
above
;
XStrata
Coal South Africa v Commission for Conciliation Mediation And
Arbitration and Others
[2014]
ZALCJHB 14.
[51]
Jet
Demolition (Pty) Ltd v AMCU obo Sehoshe and Others
[2022] ZALCJHB 55 at
para 52.
[52]
Mbana
above
.
[53]
Id
at para 38.
[54]
Section 193(1)
(c)
of the
LRA and
section 50(1)
(d)
read
with
section 50(2)
(a)
of the EEA.
[55]
Section 194(1)
of the LRA.
[56]
Section 194(3)
of the LRA.
[57]
[2015] ZALAC 34
;
[2015] 11 BLLR 1081
(LAC); (2015) 36 ILJ 2989
(LAC).
[58]
Id at para 33.
[59]
[2009] ZALAC 5
;
[2009] 9 BLLR 862
(LAC); (2009) 30 ILJ 1799 (LAC).
[60]
Id at para 18.
[61]
Hibbert
above.
[62]
Id at para 23.
sino noindex
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