“Tr*mp.” “F*ck.” “Sl*t.” “B*tch.” “B*be.” That was the everyday vocabulary for one of the bosses at Blue Cross Blue Shield of Alabama. He used full sentences, too, like, “The only reason you are here is because we needed a skirt in the office.” And, of course, “Bl*w me.” In addition to his fine, he was also physically talented ... able to manage his employees while, simultaneously, pulling his zipper up and down in front of them.
Sounds like a real loser, right? Not in this case. The official loser was the employee who failed to report the manager’s conduct promtly and, therefore, lost her case in court. In addition, BCBS was saved from a prolonged stay in court by its two protective shields: good policy and good training. (Baldwin v. Blue Cross Blue Shield of Ala., 11th Cir., 3/19/07). Click here to read the sexual harassment case.
What does this new ruling mean to you?
Despite the fact that the employee learned in training that the BCBS anti-harassment policy required “prompt” reporting of offensive conduct, she waited three months before informing HR of her manager’s crude behavior. Prompt? Not prompt enough, ruled the court.
fact, not only was her delay a violation of the harassment-prevention
policy, but she refused to cooperate with the post-investigation
recommendations, which included joint counseling with her boss or
“considering” a transfer to another office.
In essence, the employer was able to set forth an affirmative defense to defeat liability because the employee “unreasonably failed to take advantage of any preventative (following the policy) or corrective (counseling or consider transferring) opportunities,” which is required by the US Supreme Court in Faragher v. City of Boca Raton (524 U.S. 775, 1998), and Burlington Industries v. Ellerth, (524 U.S. 742). The other prong is to “exercise reasonable care to prevent and correct promptly any sexually harassing
Lessons Learned ... Without Going to Court
- Reporting procedures should include the word “promptly.”
That’s what saved BCBS. Employees were required to “promptly” report
harassment. When this employee didn’t, she lost the right to a jury
- Define ‘promptly“ in training. In
harassment prevention training, ask your employees to define what
promptly means to them. You will get answers such as ”now, today, as
soon as possible.“ Tell them they are right and to follow their own
definitions when reporting.
- Investigate promptly.
This saved BCBS. It will always be looked at by the courts. How
quickly it takes place will work either for you or against you.
- Cooperate promptly.
Another save for BCBS. After the investigation ended and was
”unsubstantiated,“ BCBS offered the employee two choices to fix the
situation. While it was a concern that the ”transfer“ choice looked
like retaliation, the court noted it was posed as an offer to ”consider
transferring“ and, therefore, not a ”transfer." In this case, the
company looked reasonable by trying to cooperate with the situation and
make it better for all. In contrast, the employee looked unreasonable
when she refused.
- Report harassment promptly.
If you see it, hear it or hear about it then you are on notice to
PROMPTLY report it, regardless of the language in your current policy.
- Report retaliation promptly. Does your policy tell employees how to report retaliation? Often times in policies, the issue of how to report retaliation is overlooked. The same timeliness that is required to report harassment should be applied for reporting retaliation. Also, keep the reporting procedure the same so that it is not confusing. (This is why there should be many alternate routes to report misconduct.)
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