May v Demag (J4766/99) [2001] ZALC 86; (2001) 22 ILJ 2019 (LC) (13 June 2001)

62 Reportability

Brief Summary

Labour Law — Retrenchment — Procedural fairness — Applicant retrenched during maternity leave without proper consultation as required by section 189 of the Labour Relations Act — Court finding that the agreement signed by the applicant was induced under unfair circumstances and did not justify the absence of procedural compliance — Dismissal declared procedurally unfair, with compensation awarded for 12 months' remuneration.

J4766/99-DM
Sneller Verbatim/DM
IN THE LABOUR COURT OF SOUTH AFRICA
BRAAMFONTEIN CASE NO: J4766/99
DATE: 2001-06-13
In the matter between
E M MAY Applicant
and
MANNESMAN DEMAG Respondent
________________________________________________________________
J U D G M E N T
Delivered on 13 June 2001
________________________________________________________________
REVELAS J;
1.The   applicant,   Mrs   Elizabeth   Mathlgomang   May,   was   employed   by   the  
respondent, Mannesman Demag, for a period of three years as a cleaner.  
Her   duties   included   cleaning   the   13th   and   the   14th   floors   of   the  
respondents business premises, serving tea and performing various orhter  
ancillary duties. She earned R793,80 per week.
2.On 12 April 1999 the applicant went on maternity leave and returned on 1  
September 1999.  She was supposed to return on 12 August but due to the  
illness of her baby, her leave was extended, but on the agreement that  
it would be on a "no work no pay" basis. 
3.
4.On her  return she  was called  into a  meeting with  Mrs F  C Christoph,  the  
respondent's human resources official.  The applicant was informed that  
her retrenchment  would be  discussed and  some time  later a  meeting was  
held.     In   this   meeting,   which   was   also   attended   by   the   applicant's  
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JUDGMENT1

supervisor and who in fact gave no input into the meeting, the applicant  
was informed that she was to be retrenched.  According to the applicant  
the meeting was five minutes in duration. Mrs Christoph claimed that it  
was longer and lasted a half an hour.
5.It   was   undisputed   that   during   the   applicant's   maternity   leave,   a  
restructuring   exercise   took   place   at   the   respondent's   company   causing  
some   20   employees   to   leave   the   respondent’s   head   office.       The  
applicant, according to Mrs Christoph, was the cleaner with the shortest  
service record and therefore she was the one out of the three cleaners  
that   was   chosen   for   retrenchment.     In   other   words   her   position   had  
become redundant.  
6.Mrs Christoph felt that a proper consultation took place with the applicant  
which   is   disputed   by   the   applicant.     What   is     common   cause,   is   that  
during this meeting the applicant signed an agreement which was brought  
to the meeting and prepared in advance by Mrs Christoph. The applicant  
signed this agreement. The relevant portion of the agreement states: 
"2. SETTLEMENT
2.1 This settlement is entered into in full and final settlement of all claims of any
nature whatsoever arising from the termination of the employment of the
employee with the company;
2.2 It is further agreed that the procedural requirement in terms of section 189 of the
Labour Relations Act and all procedural requirements pertaining to operations
defining termination (sic) have been fully complied with.
3. PAYMENT
3.1 The employee accepts the following in full and final settlement :-
3.1.1 Payment in lieu of the four weeks notice pay;
3.1.2 All outstanding leave and bonus pay;
3.1.3 Severance pay for one week for every year of service;
3.1.4 An ex gratia payment of R1 000,00.

J4766/99-DM
3.2 The employee will not be required to work through her notice period."
7.The   applicant,   shortly   after   having   signed   this   agreement,   went   home  
because of the emotional state she was in. This fact was common cause.
8.Clearly, there was no consultation whatsoever as envisaged by section 189  
of   the   Labour   Relations   Act   66   of   1995   (“the   Act”).     None   of   the  
sections   were   complied   with.     The   applicant   was   faced   with   a   fait 
accompli.    The   respondent   contends   that   the   dismissal   was   not  
procedurally unfair since the agreement which was signed, justified the  
absence of the process envisaged by Section 189 of the act.  
9.Mrs   Christoph   testified   that   the   applicant   knew   full   well   what   she   was  
signing.   The   applicant   said   that   she   was   coerced   into   signing   the  
agreement. This Mrs Christoph disputes. What is however common cause, is  
that   the   applicant   was   at   best   induced   into   signing   the   agreement   by  
virtue of the fact that she would receive the   ex gratia   payment of R1  
000,00 referred  to in  paragraph 2.1.4  of the  agreement, if  she signed  
the   agreement   which   purports   to   be   voluntary   retrenchment   agreement.  
Mrs   Christoph   confirmed   that   had   she   not   signed   the   agreement   and   a  
normal   retrenchment   process   would   have   followed,   she   would   have   not  
received this amount.
10.The question I thus have to decide is whether the agreement justifies the  
absence of a procedure in terms of section 189 of the Act and whether  
the   dismissal,   despite   the   agreement,   was   nonetheless   unfair,  
procedurally.
11.Insofar as the facts of this matter is concerned, it is important to note  
that the applicant is not conversant with the labour law.   Neither was  
Mrs Christoph, if regard is had to the manner in which she dealt with  
the matter.

Mrs Christoph, if regard is had to the manner in which she dealt with  
the matter.  
12.In my view it was unfair to present the applicant with a  fait accompli  and  
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such an agreement.  It is also questionable,  whether an employee who is  
unrepresented at a meeting, could be required to sign away­so to speak  
his or her rights conferred by the Labour Relations Act.  
13.In   Baudach   v   United   Tobacco   Company   2000   (4)   SA   436   (A)   this   point   was  
illustrated. The appellant in that matter was informed that his post as  
manager had become redundant.   He was offered a settlement package and  
told that should he not accept it the usual retrenchment procedures will  
apply.     As   the   package   was   financially   more   attractive   than  
retrenchment,   the   appellant   accepted   it.     He   subsequently   brought   an  
application in the Industrial Court alleging that the dismissal was both  
substantively and procedurally unfair. The respondent contended that the  
matter   had   been   settled   by   agreement   between   the   parties   and   the  
appellant   was   thereby   barred   from   bringing   the   application.     It   was  
common cause that the appellant's position had not become redundant and  
had been filled by others after his employment had been terminated. The  
Supreme Court of Appeals found that the respondent could not raise the  
settlement   agreement   as   a   defence.   The   court   accepted   the   appellant's  
submission   that   he   had   accepted   an   offer   of   settlement   on   the  
respondent's   intentional   misrepresentation   that   the   post   had   become  
redundant. This entitled him to resile from the agreement, and to have  
the amount he had already received taken into account in the calculation  
of   compensation.     It   was   held   that   the   respondent's   intentional  
misrepresentation clearly induced the applicant to accept the settlement  
offer   and   was   per   se   an   unfair   labour   practice.     The   appellant   thus  
succeeded   in   his   appeal   and   the   respondent   was   ordered   to   pay  
compensation.

compensation.
14.In this matter there was no evidence of intentional misrepresentation on  
the   part   of   the   respondent.     However,   there   was   a   factor   which   had  
induced the applicant to sign in circumstances where she would not have

J4766/99-DM
signed otherwise.   In this regard it is also important to refer to the  
matter   of   Becker   v   Nationwide   Airlines   (Pty)   Ltd   [1998]   2   139 ,   where  
Landman   J   held   that   where   an   agreement   such   as   the   one   in   casu   is  
reached   as   a   form   of   settling   a   retrenchment,   the   agreement   must   be  
preceded   by   consultation.     In   this   matter,   there   was   no   consultation  
during   which   the   parties   participated   in   a   process   which   could   have  
resulted in a final agreement.  In this regard there is also the useful  
article " Out of Court Settlement of Labour Disputes ” by  Adolph Landman  
and Sandro Milo.  Comtemporary Labour Law, Volume 10, No 6 (January 2001)  
which deals fully with the law on such agreements .
15.What   also   further   distinguishes   this   matter   from   the   Baudach  matter,   is  
the   fact   that   the   applicant   was   presented   with   a   fait   accompli.     Mrs  
Christoph said quite clearly that further consultations as envisaged by  
the Act (Section 189) would not have made any difference as a decision  
had already been taken. 
16.In such circumstances one can accept that the applicant was induced into  
signing   the   agreement   against   her   better   judgment     and   that   the  
dismissal was therefore procedurally unfair.
17.The   next   question   to   decide   is   whether   there   is   any   merit   in   the  
applicants legal representative's contention that the dismissal was also  
substantively   unfair   due   to   the   suffering   of   the   applicant.  
Unfortunately, compensation for the suffering of dismissal employees, as  
damage is unfortunately not competent.
18.The   commercial   rationale   or   the   reason   which   formed   the   basis   of   the  
retrenchment   advanced   by   the   respondent   was   undisputed.   Therefore   the  
reason to retrench the applicant was not an unfair one.

reason to retrench the applicant was not an unfair one.  
19.The applicant was one of several employees who had been retrenched in a  
retrenchment excercise. There was no evidence presented on behalf of the  
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JUDGMENT5

applicant to justify a decision that this matter was also substantively  
unfair.  Factually that was simply not the case.  
20.The applicant has asked to be reinstated.  
21.In terms of section 193 of the Act, if a dismissal was only procedurally  
unfair,   the   employee   is   not   entitled   to   reinstatement,   but   only   to  
compensation limited to a period of 12 months’ remuneration.  
22.In the circumstances I make the following order:
1.  The   respondent   is   to   pay   the   applicant   compensation   equal   to   12   months  
remuneration calculated at the rate of R793,80 per week.  
2.The respondent is to pay the applicants costs.
_________________
E. Revelas