Case Law[2024] ZALAC 62South Africa
South African Commercial Catering and Allied Workers Union (SACCAWU) obo Members v Phala N.O and Others (JA136/23) [2024] ZALAC 62; [2025] 2 BLLR 176 (LAC) (27 November 2024)
Labour Appeal Court of South Africa
27 November 2024
Headnotes
the dismissal of the 44 appellants was substantively and procedurally unfair and ordered Woolworths to reinstate them retrospectively to the date of their dismissal. [10] The Labour Appeal Court (LAC), partially upheld the decision of the Labour Court in that it agreed that the dismissal was substantively unfair but set aside the decision that the dismissal was procedurally unfair. [11] In relation to the relief sought by the appellants, the LAC, despite having found that the dismissal was substantively unfair ordered compensation for 12 months and not reinstatement.
Judgment
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## South African Commercial Catering and Allied Workers Union (SACCAWU) obo Members v Phala N.O and Others (JA136/23) [2024] ZALAC 62; [2025] 2 BLLR 176 (LAC) (27 November 2024)
South African Commercial Catering and Allied Workers Union (SACCAWU) obo Members v Phala N.O and Others (JA136/23) [2024] ZALAC 62; [2025] 2 BLLR 176 (LAC) (27 November 2024)
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sino date 27 November 2024
IN
THE LABOUR APPEAL COURT OF SOUTH AFRICA, JOHANNESBURG
Reportable/ Not
Reportable
Case No: JA 136/22
In the matter between:
SOUTH
AFRICAN COMMERCIAL CATERING
AND
ALLIED WORKERS UNION (SACCAWU) obo MEMBERS
Appellant
and
MOTLATSI
PHALA
N.O.
First
Respondent
COMMISSION
FOR CONCILIATION, MEDIATION
AND
ARBITRATION
Second
Respondent
WOOLWORTHS
(PTY) LTD
Third
Respondent
Heard: 9
November 2023 and 28 March 2024
Delivered: 27
November 2024
Coram: Molahlehi AJP,
Savage AJA and Malindi AJA
JUDGMENT
MALINDI, AJA
Introduction
[1]
The issue in this appeal is whether the
Commission for Conciliation, Mediation and Arbitration (CCMA) lacked
the jurisdiction to
arbitrate an unfair labour practice (ULP) dispute
in circumstances where the issues in dispute were the subject of a
lock-out.
The first respondent (Commissioner), issued a ruling dated
14 September 2021 under the auspices of the CCMA holding that the
dispute
concerned an unfair labour practice and thus, that the CCMA
had jurisdiction to arbitrate the dispute between the parties.
[2]
The
third respondent, Woolworths (Pty) Ltd (Woolworths), approached the
Labour Court seeking an order to review and set aside the
ruling
issued by the Commissioner on various grounds. On 16 September 2022,
the Labour Court
[1]
issued a
judgment reviewing and setting aside the ruling of the CCMA and
substituting it with an order that the referral was dismissed
for
want of jurisdiction.
[3]
This appeal, which is opposed by
Woolworths, is with leave of the Labour Court made on 30 November
2022.
Background
[4]
This
dispute has a protracted history, culminating in the judgment of the
Constitutional Court in November 2018.
[2]
The initial dispute served before the Labour Court under case number
JS 1177 12 (per Nkutha-Nkontwana J), concerned the dismissal
of the
44 members of the appellant, SACCAWU, by the third respondent,
Woolworths. The dismissal was based on Woolworths's operational
requirements.
[5]
The dispute originates from Woolworth's
decision in 2002 to change its operational model based on the
workforce employed on a full-time
basis to that flexi-time. The
full-time employment model was found to be inflexible, particularly
about the trading hours of the
various Woolworths stores. This
resulted in a significant increase in the employment of flexi-timers
to such an extent that by
2012, the workforce of Woolworths consisted
of about 16,400 flexi-time compared to 590 full-timers.
[6]
In July 2012, Woolworths resolved to
convert the contracts of the remaining 590 full-timers to
flexi-timers. This decision was based
on operational requirements,
and accordingly, a consultation process with the full-timers
commenced in August 2012.
[7]
In the consultation process, Woolworths,
amongst others, offered the full-timers early retirement with
severance pay and/or voluntary
retrenchment with severance pay. Some
of the full-timers accepted the voluntary options offered by
Woolworths, resulting in 92
full-timers being retrenched, and 44 of
those challenged the retrenchment dismissals.
[8]
It is apparent that during the meetings
facilitated by the CCMA, the applicants accepted the conversion to
flex-time contracts but
insisted it be done without changes to their
terms and conditions of employment.
The history of
litigation
The Labour Court case
– unfair dismissal -5 March 2016.
[9]
The first Labour Court case was served
before Nkutha-Nkontwana J under case numbers J 3159/12 and JS
1177/12. In that case, the
appellants challenged Woolworths'
dismissal on the grounds of operational requirements because it was
unfair. The Labor Court,
in that case, held that the dismissal of the
44 appellants was substantively and procedurally unfair and ordered
Woolworths to
reinstate them retrospectively to the date of their
dismissal.
[10]
The Labour Appeal Court (LAC), partially
upheld the decision of the Labour Court in that it agreed that the
dismissal was substantively
unfair but set aside the decision that
the dismissal was procedurally unfair.
[11]
In relation to the relief sought by the
appellants, the LAC, despite having found that the dismissal was
substantively unfair ordered
compensation for 12 months and not
reinstatement.
The Constitutional
Court- 6 November 2018
[12]
The appellants disagreed with the LAC's
decision and sought an appeal from the Constitutional Court against
the same.
[13]
The Constitutional Court overturned the
decision of the LAC and reinstated that of the Labour Court that the
dismissal of the 44
employees by Woolworths was substantively unfair
and that they should be retrospectively reinstated to the positions
they occupied
at the date of their dismissal.
[14]
The Constitutional Court further observed
in its judgment that:
‘…
What
we emphasise is that, after this judgment, the parties will be free
to resume their discussions aimed at reaching agreement
on the
working of the flexi-time by the applicants.’
[3]
[15]
It is common cause that Woolworths complied
with the Constitutional Court reinstatement order and reinstated the
affected 44 employees
into their full-time contracts without any
changes to the terms and conditions of employment that existed before
their dismissal.
After that, it continued to negotiate with the
employees to accept the conversion from full-timers to flexi-time.
[16]
It
is apparent that while the employees agreed with the change from
full-timers to flexi-timers, they did not agree with Woolworths'
proposal to change the terms and conditions of the full-time
employment contracts. This resulted in a deadlock, which resulted
in
Woolworths referring a mutual interest dispute to the CCMA in terms
of section 64(1) of the Labour Relations Act
[4]
(LRA).
The Labour Court –
urgent interdict -25 May 2021.
[17]
The appellant approached the Labour Court
seeking an urgent interdict against implementing the lock-out. On 31
May 2021, the Labour
Court (per Mahosi J) issued a judgment finding
that the dispute between the parties related to issues of mutual
interest which
ought to be resolved through power play and
accordingly dismissed the application for an urgent interdict.
Subsequently, Woolworths
raised a jurisdictional point contending
that the issues before the CCMA did not constitute a dispute of
unfair labour practice
but were rather issues of mutual interest and
which were the subject of the lock-out. Moreover, Woolworths
contended that the dispute
between the parties was
res
judicata
in view of the Labour Court
judgment (per Mahosi J), which found that the dispute concerned
issues of mutual interest.
The Labour Court case
– unfair labour practice -9 December 2020
[18]
On 9 December 2020, the appellant referred
to the CCMA a dispute of unfair labour practice in terms of section
186(2)(
a
)
of the LRA. . On 15 January 2021, the CCMA issued a certificate of
non-resolution of section 186(2)(
a
)
of the LRA dispute. On 11 February 2021, the dispute was referred to
arbitration. Woolworths raised a preliminary point concerning
the
jurisdiction of the CCMA to entertain the dispute. On 15 February
2021, Woolworths referred a dispute of mutual interest to
the CCMA
and sought to force the employees to accept a demand that the
employees be paid in terms of the flexi 40 employment contract.
On
20 May 2021, Woolworths implemented a lock-out seeking to
compel the employees to accept the demand to be paid in
terms of the
flexi 40 contracts.
[19]
On 14 September 2021, the
Commissioner issued a ruling in respect of the section 186(2)(
a
)
of the LRA and ruled in favour of the appellant that the CCMA had the
authority to entertain the dispute. In reviewing and setting
aside
the Commissioner’s ruling, the Labour Court (per van Niekerk J)
reasoned that the dispute, as formulated by the appellant,
did not
satisfy the definition in section 186(2)(
a
)
of the LRA. In other words, the dispute did not concern the provision
of benefits. The Labour Court further held that the issues
that were
the subject of the labour practice dispute had already been declared
by Mahosi J to be matters of mutual interest. It
alleged, among other
things, that Woolworths had failed to remunerate the employees under
their contract of employment, failed
to refund the employees for the
over-deductions from their back pay amount emanating from the
reinstatement order, and further
changed the employee’s medical
aid scheme.
The parties
submissions
[20]
The appellants denied that they were
reinstated in accordance with the Constitutional Court’s
reinstatement order. It was
contended that at the time the employees
were dismissed on account of Woolworths’ operational
requirements, they were employed
full-time and were required to
render their services for 45 hours per week; that they were members
of the Wooltru Medical Aid scheme,
and they were entitled to long
service awards. The assertion is that the appellants were not
reinstated under the terms which prevailed
before their dismissals.
[21]
As such, the contention is that the Labour
Court erred in failing to distinguish between the rights that accrued
to the employees
over and above the working hour issue (such as the
Wooltru Medical Aid membership and the increase of retirement age
from 60 to
63 years of age) as a result of the reinstatement order
and the separate issue of Woolworths’ demand for the employees
to
accede to the flexi 40 contract. The rights sought to be enforced
in terms of section 186(2)(
a
)
of the LRA, dispute flowed from the reinstatement order and were not
demands to create new rights, so the contention goes. Moreover,
proper characterisation of section 186(2)(a) of the LRA dispute does
not give rise to a valid defence of exception
res
judicata
since it was based on the
accrued rights and not on demand by Woolworths for the employees to
accede to the revised terms and conditions
of employment.
[22]
The
appellant submitted that there was a clear distinction between the
cause of action between section 186(2)(
a
)
of the LRA dispute (where Woolworths failed to reinstate the terms of
employment as they existed in 2018), and the lock-out proceedings
(which arise from the 40-hour week terms which were implemented on
post the November 2018 retrenchments and their dismissal). It
is
contended that the Labour Court ought to have concluded that, albeit
the causes of action may have arisen from the same facts,
the issues
referred to in terms of section 186 of the LRA ought to have been
arbitrated. The appellants contend that this rule
arises since
Maritime
Industries Trade Union of SA & others v Transnet Ltd &
others
,
[5]
that both rights and power play avenues are available to issues
arising from the same facts.
[23]
On the other hand, Woolworths contended
that since there was no agreement on the flexi 40 contracts, there
cannot be any basis for
it to act in accordance with those terms and
that any fruits which may have arisen from the resolution of section
186(2)(
a
)
of the LRA dispute would be subordinate to the outcome of the power
play in respect of the mutual interest dispute. Thus, since
the
parties were still negotiating the new terms and conditions of
employment, any referral to the CCMA at this stage would not
gain any
traction.
[24]
Furthermore, the appellants cannot
demonstrate which benefits arising from the flexi 40 contracts were
unfairly dealt with by Woolworths.
This could only be shown once
there is an agreement on the flexi 40 contracts. This was since the
order of reinstatement was subject
to the parties negotiating the
terms of the flexi 40 contracts, and since the parties had not
reached a consensus on the issue,
there was no basis to refer the
section 186(2)(
a
)
of the LRA dispute, so the contention goes. Woolworths further
contended that the Labour Court was correct in concluding that
the
issues were
res judicata
since
the Labour Court had found that the issues in dispute were matters of
mutual interest, the Labour Court could not have referred
the dispute
to the CCMA to arbitrate the same issues since that would have been
met with the defence of
exceptio res
judicata
.
Legal framework
[25]
It
is common cause what the Constitutional Court order means by
reinstating the appellants’ pre-existing contracts. In
Equity
Aviation Services (Pty) Ltd v Commission For Conciliation, Mediation
And Arbitration and Others
[6]
it was held that the term ‘reinstate’ means to take back
the employee into the same position she occupied before the
dismissal, on the same terms and conditions. The objective is to
place the employee in the same position she would have been in
prior
to the dismissal. This manifests the return of the
status
quo ante
.
The LAC in
Kubeka
& others v Ni-Da Transport (Pty) Ltd
,
[7]
noted that in accordance with the general principle of applying
reciprocal specific performance, the employee must tender to perform
and that the employer’s reciprocal duty to remunerate the
employee will depend on the employee’s tender of services.
[26]
In
this instance, it is apparent that from the implementation of the
lock-out, the employees tendered their services and Woolworths
accepted such tender. This means that the pre-existing contract was
revived as a result of the acceptance of the tender of services.
The
fact that the Constitutional Court left the door open on the
negotiations regarding the implementation of the flexi 40-hour
per
week term,
[8]
does not detract
from the Constitutional Court's order to restore the pre-existing
employment relationships.
[9]
This means that the pre-existing employment relationship was revived
subject to the reinstated workers accepting the flexi 40 contract
as
a term of employment rather than the 45-hour working week.
[27]
I now consider whether the reinstatement
was in its entirety and whether it remained open to the appellants to
approach the CCMA
for relief that has culminated in this appeal.
[28]
The provisions of section 186(2)(
a
)
of the LRA provide that an unfair labour practice means any unfair
act or omission arising between the employer and employee involving
unfair conduct by the employer relating to promotion, demotion,
probation or training of an employee or related to the provision
of
benefits to an employee.
[29]
In
Apollo
Tyres SA (Pty) Ltd v Commission for Conciliation, Mediation &
Arbitration & others,
[10]
the employer had initiated an early retirement scheme for its
employees between the ages of 46 and 59. The employee had applied
to
be included in the scheme but was declined because the applicants for
the scheme had to be 55 years of age. The employee subsequently
resigned from the employer's employment. The employee after that
referred a section 186(2)(
a
)
dispute to the CCMA. In the arbitration proceedings, the employer
contended that the CCMA lacked jurisdiction to arbitrate the
dispute
since the retirement package did not constitute a benefit within the
meaning of section 186(2)(
a
)
of the LRA. On appeal, the Labour Appeal Court (LAC) held as follows:
‘
[46]
I also agree, with qualification, with the Labour Court's conclusion
that there are at least two instances
of employer conduct relating to
the provision of benefits that may be subjected to scrutiny by the
CCMA under its unfair labour
practice jurisdiction. The first is
where the employer fails to comply with a contractual obligation that
it has towards an employee.
The second is where the employer
exercises a discretion that it enjoys under the contractual terms of
the scheme conferring the
benefit.
[47]
The first instance is in sync with the
HOSPERSA
approach. The
second instance calls for qualification. Mr Pretorius argued that the
effect of the judgment is that there must be
contractual terms even
in instances where the employer exercises a discretion. If that is
indeed what the Labour Court meant, then
I cannot agree with it. I am
of the view that the Labour Court used the words 'contractual terms'
loosely. It did not mean that
the source of the discretion must be
found in a contract. It is in my view clear that, if one has regard
to the context of the
whole judgment and the Labour Court's
conclusion, it actually meant when the employer exercises a
discretion under the terms of
the scheme conferring the benefit.
Therefore, even where the employer enjoys a discretion in terms of a
policy or practice relating
to the provision of benefits such conduct
will be subject to scrutiny, by the CCMA, in terms of s 186(2)(
a
).
[48]
The facts of this matter clearly illustrate that the
HOSPERSA
approach, that the benefit must be an entitlement that is rooted in
contract or legislation, is untenable. Hoosen had, in terms
of her
employment contract, a right to retirement benefits. The contract did
not make provision for a right to voluntary early
retirement
benefits. She would therefore, on the
HOSPERSA
approach, be
able to challenge, by way of arbitration, any unfairness relating to
the ordinary retirement benefits. When the appellant
decided to
accelerate the existing contractual benefits and retained a
discretion to grant the accelerated benefits, the benefits
would
strangely morph into something less than benefits because according
to the
HOSPERSA
approach she did not have a contractual right
to the accelerated retirement benefits. The employer would then have
a licence to
act with impunity. She would thus not have recourse in
the civil courts, because no contract came into being, nor would she
have
a remedy in terms of s186(2)(
a
) of the Act to challenge
the patent unfairness because there is no underlying contractual
right to the benefits. Being a single
employee she would in
accordance with
Schoeman v Samsung
not have the right to
strike. Clearly the notion that the benefit must be based on an
ex
contractu
or
ex lege
entitlement would, in a case like
this, render the unfair labour practice jurisdiction sterile.’
[30]
In
Prinsloo
NO and Others v Goldex 15 (Pty) Ltd and Another
,
[11]
the Supreme Court of Appeal (SCA) restated the three requirements for
res
judicata
as
being: the same parties; the same cause of action; and the same
relief. The Court noted that inequity may arise from the application
of the
res
judicata
rule
in certain circumstances. It opined that
res
judicata
should be considered according to the circumstances of each case and
that deviation from the threefold requirements of
res
iudicata
should not be allowed when it is likely to give rise to potential
unfair consequences in the subsequent proceedings. The element
of
fairness in the application was earlier reiterated by the SCA in
Smith
v Porritt and Others
[12]
where the Court held as
follows:
‘
[10]
Following the decision in
Boshoff v
Union Government
1932 TPD 345
the ambit
of the
exceptio rei judicata
has over the years been extended by the relaxation in appropriate
cases of the common-law requirements that the relief claimed
and the
cause of action be the same (
eadem res
and
eadem petendi causa
)
in both the case in question and the earlier judgment. Where the
circumstances justify the relaxation of these requirements those
that
remain are that the parties must be the same (
idem
actor
) and that the same issue (
eadem
quaestio
) must arise… Relevant
considerations will include questions of equity and fairness not only
to the parties themselves but
also to others. As pointed out by De
Villiers CJ as long ago as 1893 in
Bertram
v Wood
(1893) 10 SC 177
at 180, 'unless
carefully circumscribed, [the defence of
res
judicata
] is capable of producing great
hardship and even positive injustice to individuals.’
Discussion
[31]
This appeal has to be considered in the
context of the Constitutional Court having urged the parties to enter
negotiations regarding
whether the parties can reach an agreement on
the implementation of the flexi 40 contract. The flexi 40 which has
been accepted
by the employees after the retrenchment process in 2012
would constitute terms of remuneration and benefits to the appellants
which
have not yet accrued to them. At this stage, the appellants
referred to an ULP in respect of benefits which they enjoyed under
the pre-existing contracts in the form of a medical aid scheme. They
also sought the benefit of an extended retirement age of 63
which did
not exist in the pre-existing contract but does under the Flexi 40.
[32]
Van Niekerk J deals with the law and the
issues before it succinctly at paragraphs 13 and 14 of the judgment.
In short, it holds
that the appellants can only seek benefits that
have been acquired after the flexi 40 has been agreed and yet be
adjudicated under
section 186(2)(
a
)
of the LRA. On the other hand, the appellants contend in this court
that the issues referred to in section 186(2)(
a
)
adjudication were those that Woolworths was not affording the
appellants in terms of the pre-existing contract despite being
reinstated by the Constitutional Court. This contention is primarily
regarding forced membership of Discovery Medical Aid whereas
Wooltru
Medical Aid existed under the pre-existing contracts. Woolworths
conceded during argument that this was the situation but
submitted
that Wooltru cannot be reinstated merely for the benefit of the
appellants while the rest of the employees are under
Discovery. They
pleaded the impossibility of performance of this pre-existing
benefit.
[33]
The key findings of the Labour Court were
that on the objective facts, the dispute between the parties was
Woolworths’ refusal
to continue to pay the employees on the
pre-existing contract of a 45-hour week remunerating them on the
flexi 40 contracts like
the rest of the employees. Woolworths did
this by issuing a lockout notice in terms of section 64(1) of the LRA
as it considered
negotiations to have failed on the flexi 40 between
November 2018 when the Constitutional Court issued its order and
December 2020,
some two years later.
[34]
The
Labour Court correctly characterised the tussle over the flexi 40 and
45-hour week, as was also held by the Labour Court in
the interdict
proceedings, as a remuneration issue being a matter of mutual
interest that is susceptible to industrial action by
a strike or
lockout. It is now settled law that the term ‘benefit’
must be interpreted to include, first, a right or
entitlement to
which the employee is entitled (
ex
contractu
or
ex
lege
including rights judicially created). Secondly, that it includes
discretionary benefits
[13]
.
The second category should be subject to section 186(2)(
a
)
adjudication in exceptional circumstances lest the legislative intent
of creating a specific category of ULP challenges is unduly
made
wildly.
[14]
[35]
It is in respect of the second category
that the appellants contend that the refusal to extend the age of
retirement in circumstances
where Woolworths had done so in respect
of other employees during the period of the employees’
dismissal constituted a refusal
by Woolworths to exercise its
discretion to afford the reinstated workers the same benefit as that
created during the period of
their dismissal.
[36]
The gravamen of the appellant’s
complaint is that the appellants were not reinstated on the same
terms and conditions (45-hour
week, Wooltru Medical Aid Scheme and
other benefits) which governed the employment relationship prior to
their dismissals but on
the flexi 40 terms (which were introduced
during their period of dismissal). This factor had to be assessed in
determining whether
what the employees claimed were rights flowing
from the contract law, or an ULP as contemplated in section 186(2)(
a
)
of the Constitution.
[37]
At
paragraph 23 of her judgment, Mahosi J held that the appellants’
demand that their demands in their email of 11 November
2020 be
incorporated into the Flexi40 contract that was still under
negotiation are matters of mutual interest that ought to be
resolved
through power play. Those issues included medical aid scheme to be
subscribed to, the extension of the pension/retirement
(extension of
the retirement age to 63), salary/remuneration and long service
awards.
[15]
The Court held
therefore that since the flexi 40 contract, inclusive of demands for
the stated benefits to be included therein,
is subject to a
legitimate power play, the lockout cannot be declared unlawful or not
protected.
[38]
Van Niekerk J was correct therefore that
the issues that fall under section 186(2)(
a
)
have been traversed and cannot be revisited by another court and
therefore
res judicata.
[39]
The
Mahosi J Judgment accords with the authorities that the CCMA cannot
adjudicate in terms of section 186(2)(a) claimed benefits
unless they
arise out of an existing contract, law, judicial order or are
discretionary in the hands of the employer.
[16]
[40]
The
appellants' reliance on
Maritime
Industries Trade Union of SA & others v Transnet Ltd &
others
,
[17]
does not avail them in this case as the circumstances in which the
same set of facts may give rise to both a mutual interest and
a
rights dispute do not exist in this case. The issues referred to the
CCMA had not become acquired rights but were demands to
be
incorporated into the flexi 40 contract. To the extent that the
Wooltru Medical Aid Scheme membership formed part of the pre-existing
contract, Woolworths advanced an argument that it has become
impossible to reinstate it. That argument is a sound one. The
Constitutional
Court was alive to the fact that its order of
reinstatement would last for as long as it took to reach a new
agreement under the
flexi 40 contract.
[18]
Conclusions
[41]
Following upon the reinstatement of the
appellants’ consequent to the Constitutional Court finding that
their dismissal after
a section 189 of the LRA retrenchment process
was substantively unfair, and the Court urging the parties to engage
in further negotiations
as to the implementation of the flexi 40
contract already entered into with the rest of the workforce, the
parties entered into
such negotiations. The flexi 40 contract, a
template of which is part of the papers before the court sets out
benefits in addition
to the remuneration clause. The appellants
contended for a different set of benefits to be included in addition
to the issue of
salary/remuneration in terms of the letter of demands
of 11 November 2020. The employer, Woolworths issued a section 64(1)
of the
LRA notice of lockout after having referred the dispute to
conciliation and a certificate of non-resolution was issued.
[42]
Having considered the matter and traversed
the legal principles considered in the Mahosi J and Van Niekerk J
judgments, it is my
view that the appellants’ contracts were
reinstated fully, save for the substitution of Wooltru Medical Aid
with Discovery
Medical Aid. Since all other employees were employed
in terms of the flexi 40 contract and the Constitutional Court had
urged the
parties to start where they had stopped in 2012 when the
appellants were dismissed after a section 189 of the LRA retrenchment
process and that these negotiations reached maturity with the
employer issuing a lockout notice, the Labour Court found that the
CCMA lacked jurisdiction to entertain a section 186 of the LRA claim
for unfair labour practice. This judgment is unassailable
and the
employer’s lockout meets the requirements of the LRA.
[43]
In the circumstances, it is ordered that;
Order:
1.
The appellant’s appeal is dismissed
with no order as to costs.
Malindi AJA
Molahlehi AJP and Savage
AJA concur.
APPEARANCES:
FOR
THE APPELLANT:
Dockrat
Attorneys.
FOR
THE THIRD RESPONDENT:
Macgregor
Erasmus Attorneys Incorporated
[1]
Woolworths
(Pty) Ltd v Phala N.O.and Others
[2022]
ZALCJHB 265.
[2]
SA
Commercial Catering & Allied Workers Union & others v
Woolworths (Pty) Ltd
(2019) 40 ILJ 87 (CC); [2019] 4 BLLR 323 (CC).
[3]
See
SA
Commercial Catering & Allied Workers Union & others v
Woolworths (Pty) Ltd
(2019) 40 ILJ 87 (CC);
[2019] 4 BLLR 323
(CC) at para 58.
[4]
Act 66 of 1995, as amended.
[5]
(2002) 23 ILJ 2213 (LAC); [2002] ZALAC 19.
[6]
2009 (1) SA 390
(CC);
[2008] ZACC 16
at para 36.
[7]
(2021) 42 ILJ 499 (LAC);
[2020] ZALAC 55
at paras 16 and 36.
[8]
SA
Commercial Catering & Allied Workers Union & others v
Woolworths (Pty) Ltd supra
f(n)
1 at paras 56 & 58.
[9]
SA
Commercial Catering & Allied Workers Union & others v
Woolworths (Pty) Ltd supra
f(n)
1 at para 57.
[10]
Apollo
Tyres SA (Pty) Ltd v Commission for Conciliation, Mediation &
Arbitration & others
(2013) 34 ILJ 1120 (LAC);
[2013] ZALAC 3
at paras 46 – 48.
[11]
2014 (5) SA 297
(SCA);
[2012] ZASCA 28
at paras 23 and 26 and where
it was held:
‘
[23]
In our common law the requirements for
res
iudicata
are threefold: (a) same
parties, (b) same cause of action, (c) same relief. The recognition
of what has become known as issue
estoppel did not dispense with
this threefold requirement. But our courts have come to realise that
rigid adherence to the requirements
referred to in (b) and (c) may
result in defeating the whole purpose of
res
iudicata
. That purpose, so it has been
stated, is to prevent the repetition of lawsuits between the same
parties, the harassment of a
defendant by a multiplicity of actions
and the possibility of conflicting decisions by different courts on
the same issue (see
e.g.
Evins v Shield
Insurance Co Ltd
1980 (2) SA 814
(A)
at 835G). Issue estoppel therefore allows a court to dispense with
the two requirements of same cause of action and same
relief, where
the same issue has been finally decided in previous litigation
between the same parties.’
And
‘
[26]
Hence, our courts have been at pains to point out the potential
inequity of the application
of issue estoppel in particular
circumstances. But the circumstances in which issue estoppel may
conceivably arise are so varied
that its application cannot be
governed by fixed principles or even by guidelines. All this court
could therefore do was to repeatedly
sound the warning that the
application of issue estoppel should be considered on a case-by-case
basis and that deviation from
the threefold requirements of
res
iudicata
should not be allowed when it
is likely to give rise to potentially unfair consequences in the
subsequent proceedings (see e.g.
Kommissaris
van Binnelandse Inkomste v Absa Bank Bpk
supra at 676B – E;
Smith v
Porritt
supra para 10).’
[12]
2008
(6) SA 303
(SCA);
[2007] ZASCA 19
at para 10.
[13]
Apollo
Tyres
at
paras 45 - 48.
[14]
Apollo
Tyres
at
48.
[15]
Labour Court
judgment
at para 17.
[16]
Apollo
Tyres at paras 45-48.
[17]
(2002) 23 ILJ 2213 (LAC); [2002] ZALAC 19.
[18]
Constitutional
Court Judgment at para 56.
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