ARTICLE
30 August 2021

Treading Carefully – Health And Safety And Unfair Dismissal

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Winckworth Sherwood

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Aleksandra Traczyk examines the recent case of Sinclair v Trackwork Limited in which the EAT considered whether the dismissal of an employee...
United Kingdom Employment and HR

Aleksandra Traczyk examines the recent case of Sinclair v Trackwork Limited in which the EAT considered whether the dismissal of an employee for "upset and friction" caused by him in carrying out his health and safety duties was unfair. This case is a useful reminder to employers at the current time when health and safety consultations with employees in relation to workplace safety will be ongoing.

Mr Sinclair was employed as a Track Maintenance Supervisor. He was tasked to implement a new safety procedure which he "set about with all due diligence". However, his employer had not told his colleagues about the task. The new system represented a change from what the other employees had been accustomed to and Mr Sinclair's attempts to do what he was instructed to do created "friction". The employees perceived Mr Sinclair as being "overcautious and somewhat overzealous" in his approach and became unhappy about Mr Sinclair being "over concerned" regarding safe systems of work. The employer decided to dismiss Mr Sinclair because of the upset and friction caused by his attempts to implement the new safety procedure.

Mr Sinclair brought a claim in the Employment Tribunal arguing that his dismissal was automatically unfair because he was designated to carry out health and safety activities and was dismissed for carrying out, or proposing to carry out such activities (under the protection afforded by section 100 of the Employment Rights Act 1996). The Tribunal dismissed his claim, finding that it was the way in which he had carried out his health and safety activities (demoralising a loyal workforce), rather than the health and safety activities themselves, which had caused the dismissal.  However, Mr Sinclair succeeded in his appeal to the Employment Appeal Tribunal.

The Employment Appeal Tribunal found that his dismissal was automatically unfair. This finding is unsurprising as it would clearly undermine the protection afforded in law in relation to health and safety activities, if an employer could rely on the upset and friction as somehow divorced from the activities themselves. The carrying out of health and safety activities will often be resisted, or regarded as unwelcome by colleagues, and this is what the law aims to protect. The EAT held that Mr Sinclair did not exceed his mandate and it was not found that he had acted unreasonably or maliciously in doing what he was instructed to do. His employer had plainly mismanaged the situation.

This case is a useful reminder for the following reasons:

  1. Employees enjoy protection in relation to carrying out health and safety activities. Any dismissal because of such activities will be automatically unfair. This means that the employee does not need a minimum of two years' service to bring a claim and the dismissal will be deemed as unfair once the relevant reason for it is established.
  2. If an employee is tasked with carrying out health and safety activities, they should be supported by the employer in such activities. Other employees should be informed as appropriate, and any friction caused by the activities dealt with appropriately by the employer rather than the relevant employee.

Originally published 27 May 2021.

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

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