Small Business Tax Deduction Strategies: 10 tips on Section 179, home office write-offs for the self-employed, tax deductions for vehicles, rental depreciation, real estate capital gains and more!.

Beware the legal risk of playing doctor with employees' ailments

Do you ever fear that employees’ physical problems could create a danger to themselves or others around them? Think it would be best to change their duties to keep everyone safe? A new court ruling shows why such a well-intentioned deed could backfire into a “regarded as disabled” lawsuit under the Americans with Disabilities Act...

Case in Point: David Justice worked as an electrician at a beverage canning plant for 10 years. His job included working with large machines, walking on high catwalks and using ladders and hydraulic lifts. But after he suffered a stroke, he had difficulty with balance and vertigo.

His doctors eventually let him return but restricted him from working at heights. The company properly acknowledged the restriction and used other electricians to perform the height tasks.

But a few years later, Justice was transferred to the night shift. He was placed under a new supervisor who didn’t know about Justice’s work restrictions. The new boss observed Justice’s balance problems and feared he might pose a safety threat. Eventually the new boss transferred Justice to a janitor job, which was the factory’s lowest-ranking position and paid significantly less than an electrician.

Justice shot off an ADA lawsuit, saying the company unlawfully “regarded” him as disabled, even if he wasn’t. Thus, he claimed, he should be eligible for ADA job protection and reasonable accommodations for his condition. The company argued that he wasn’t disabled, so he shouldn’t get any special rights.

To prove a “regarded as disabled” discrimination claim, employees must show that the employer believed that the employee was “significantly restricted in the ability to perform either a class of jobs or a broad range of jobs in various classes” when in fact that is not the case.

How did this case end … and what three lessons can be learned?

A lower court sided with the company, saying Justice wasn’t ADA protected. But the appeals court reversed that ruling and sent Justice’s case to the jury.

The appellate court said the company “misapprehended the nature of Justice’s impairment and the risks it posed and so believed him to be significantly restricted in his ability to perform either a class of jobs or a broad range of jobs in various classes.” In essence, Justice’s new boss “regarded his as disabled” when he was not. (Justice v. Crown Cork & Seal Co., 6/3/08)

3 Lessons Learned … Without Going To Court

1. Respect the opinion of employee’s doctor. In this case, the employee’s physician rendered a medical report with only limited restrictions. The company took it upon itself to impose greater restrictions that were inconsistent with the employee’s own treating physician.

2. Draft job descriptions for each job. The factory had no electrician’s job description, so it had nothing to give the physical therapist who was evaluating Justice. Therefore, while she was able to conclude he could work an eight-hour day, she was unable to effectively give an opinion about his ability to perform the functions of the electrician’s job.

3. Communicate effectively when employees move. If an employee is “disabled” under the ADA, a demotion, transfer or termination is a “tangible employment action” that can be seen as violating an employee’s rights. Justice’s new manager needed to have the full information about Justice in order to understand the big picture and how a demotion could be viewed as an ADA violation.



Small Business Tax Deduction Strategies: 10 tips on Section 179, home office write-offs for the self-employed, tax deductions for vehicles, rental depreciation, real estate capital gains and more!.


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