In Cunningham v BBC the EAT has held that an employer had enough information to have known that an employee with type 2 diabetes was disabled and that her late night working pattern placed her at a substantial disadvantage. In turn, the BBC had been under a duty to make reasonable adjustments and its failure to remove the employee from a late night shift must now be scrutinised again.
What happened in this case?
The Claimant had worked for the BBC since 1987 as a presentation announcer/director for BBC Scotland. She worked according to a rota, mixing early shifts (from 5am), late shifts (the BBC Scotland Late shift finishing around midnight, and the BBC One Late shift finishing at 3am), and day shifts.
In March 2023, the Claimant told the BBC she had type 2 diabetes and was suffering with fatigue. She was referred for an occupational health (OH) assessment and then signed off sick for around four weeks. OH advised the BBC that the Claimant’s health would improve with treatment in the future and recommended that she be removed from early and late shifts and be given regular rest and meal breaks. Around the same time, the Claimant told the BBC that shift working was causing problems including disrupted sleep, irregular meals and lack of routine. She asked for adjustments to accommodate her condition, which she explicitly referred to as a “disability”. The BBC removed her from the early shift and the BBC One Late shift, but not the BBC Scotland Late shift.
In June 2023, the Claimant made a broadcasting error that triggered a formal disciplinary investigation. The BBC ultimately took no formal action, but the Claimant found the process distressing and went off sick in August 2023. A further OH referral was made, which advised that she should also be taken off the BBC Scotland Late shift.
The Claimant brought claims for discrimination arising from disability (in relation to the disciplinary process) and failure to make reasonable adjustments (in relation to not taking her off the BBC Scotland Late shift). Both claims require an employer to have either actual or constructive knowledge of the employee’s disability at the relevant time.
The Employment Tribunal (ET) dismissed both claims. It found the BBC neither knew, nor could reasonably have known, that the Claimant was disabled during the relevant period (being June to November 2023). In any event, the BBC had not breached its duty to make reasonable adjustments, since adjustments had been made. Further, the ET found that the broadcasting error was not caused by the Claimant’s disability and that, even if it had been, the disciplinary process was a proportionate means of achieving a legitimate aim.
The Claimant appealed on three grounds, arguing the ET erred in:
- its approach to assessing knowledge of disability, by failing to consider what the BBC actually knew, what further enquiries it should have made, and what those enquiries would have revealed;
- failing properly to consider the reasonable adjustment of removal from the BBC Scotland Late shift; and
- finding that her disability played no role in the broadcasting error that led to the disciplinary process.
What was decided?
Ground 1: Knowledge of disability
The EAT concluded that the BBC knew, or ought to have known, that the Claimant was disabled throughout the relevant period. It said the ET had fallen into error on several fronts.
Type 2 diabetes is inherently a long-term condition, and the BBC’s own OH report from May 2023 had flagged ongoing monitoring and the possibility of future medication. If the BBC was genuinely unsure whether the condition was long-term, it should have sought clarification from OH.
The ET had also approached the “substantial adverse effect” limb incorrectly. It weighed what the Claimant could do against what she could not, when the correct approach is to look at incapacities, not capabilities. Compounding this, the ET treated evidence that the Claimant’s symptoms were improving or being managed as a reason to doubt that she was disabled at all. This was the wrong question: where a condition is being treated or managed, the correct question is to ask what the effect would be without that management.
Further, the ET’s finding that there was “nothing” to suggest disability could not be reconciled with its own findings of fact that the BBC had actual knowledge of the diabetes diagnosis and the exhaustion it caused, that OH reports had recommended “reasonable adjustments”, and that the Claimant had said she needed an accommodation for a “disability”. Language of this kind should have prompted further enquiry into disability status.
Ground 2: Reasonable adjustments — the BBC Scotland Late shift
The EAT held that the ET had failed to consider whether removing the Claimant from the Scotland Late shift was a reasonable adjustment and this amounted to an error of law.
The EAT identified a series of related errors in the ET’s reasoning. Most importantly, the ET failed to make clear findings on the nature and extent of the substantial disadvantage that late shifts caused to the Claimant. Without this, it was difficult to assess whether removing her from that shift was a “reasonable” step.
The ET had reasoned that there was no medical evidence that the Claimant could not work evenings, but that was not the adjustment in issue. The Claimant’s proposal concerned late shifts specifically, not early-evening work, so this finding did not engage with what was actually being asked.
Separately, the ET failed to address whether it was reasonable for the BBC to keep the Claimant on late shifts while it queried OH’s initial advice, and nor did it examine the BBC’s reading of that advice as meaning the BBC Scotland Late shift did not count as a “late shift” for adjustment purposes.
This issue has been remitted to a new ET for fresh consideration.
Ground 3: Discrimination arising from disability — the disciplinary process
The Claimant had challenged the ET’s finding that her disability had played no material part in the broadcasting error, arguing that this was inconsistent with the separate finding that she was disabled from 7 June 2023 onwards.
However, the EAT disagreed. A general finding of disability across a period is not the same as a finding that a claimant was actually experiencing symptoms on a particular day. There was no contradiction in finding that the Claimant was disabled generally, while also finding that this specific incident was not caused by exhaustion.
The EAT emphasised that the threshold for perversity is very high. The question is not whether the EAT would have reached the same conclusion, but whether no reasonable tribunal could have done so on the evidence. The ET was entitled to weigh the Claimant’s explanation against the contemporaneous evidence, and its conclusion was one the ET was permitted to reach. Therefore, this ground of appeal failed.
What does this mean for employers?
When considering whether an employee is disabled, it is important to remember that you can be liable for disability discrimination even where you do not have actual knowledge that the employee is disabled. Although actual (or imputed) knowledge of the disability is required for direct disability discrimination, this is not the case for other disability-related legal claims. No knowledge is required for claims of indirect disability discrimination, disability-related harassment or victimisation. And for two of the most common disability-related claims – discrimination arising from disability and failure to make reasonable adjustments – liability may arise where the employer has actual, imputed or “constructive” knowledge of the disability.
Constructive knowledge of a disability will be fixed on an employer where it would have known facts relevant to an employee’s disability had it been reasonably diligent. In other words, an employer will not benefit from “turning a blind eye” to the issue. To this end, employers should take the following practical steps where there is a possibility an employee is disabled:
- Investigate: gather as much information as possible to understand the individual’s health. This includes things like GP certificates, correspondence and notes of your own interactions with the individual and notes of return-to-work meetings. It is advisable to reflect on this at an early stage and keep the position under review. Don’t treat improving or managed symptoms as evidence against disability.
- Alarm bells: do not ignore “alarm bells” such as the employee labelling themselves as “disabled” – this does not necessarily mean that they are disabled, but it should prompt further enquiries.
- Decide when to obtain specialist advice: consider carefully when its right to obtain specialist OH advice. Depending on facts, it may be appropriate to wait, but the position should be kept under review. Over time, the individual’s condition may evolve from one which does not meet the disability test, to one that does.
- Give clear instructions when seeking specialist advice: when instructing specialist advisers, take care to summarise accurately the knowledge of the individual’s health and ask the adviser to provide a view on whether the individual is disabled by reference to the different elements of the disability test in the Equality Act 2010.
- Follow up where necessary: where the specialist advice is imprecise, incomplete or contradicts other evidence, this should be followed up and further advice sought. Do not assume that silence on an issue means the employee is not disabled. In any event, OH reports should not be viewed as determinative, but should be treated as part of the overall picture.
- Be pragmatic and don’t be afraid to make adjustments: making adjustments will not necessarily be viewed as a concession of knowledge of disability and may help to resolve the issue in hand. Where you have information which suggests that an individual may be disabled, it would be sensible to address the issue of adjustments proactively. Where OH advises that adjustments should be made these should usually be taken forward. Again, where there is any uncertainty about what is being recommended, clarify with OH rather than taking the least favourable interpretation for the employee.
BDBF is a leading employment law firm based at Bank in the City of London. If you would like to discuss any issues relating to the content of this article, please contact Amanda Steadman (AmandaSteadman@bdbf.co.uk), Rose Lim (RoseLim@bdbf.co.uk) or your usual BDBF contact.