In the recent case of Hatmaker v. Memorial Medical Center, the Seventh Circuit held that an employee’s participation in an internal investigation was not protected activity under Title VII. The statute’s retaliation provision protects employees from retaliation when they oppose unlawful activity (under the provision’s “opposition” clause) or when they participate in Title VII proceedings (under the “participation” clause).
The plaintiff in Hatmaker complained about her supervisor’ ability to work with women. Accordingly, the employer launched an internal investigation. During the course of the investigation, the plaintiff made disparaging remarks about her supervisor, calling him a “good ole boy” and, as such, inherently sexist. She also compared his workplace conduct to Don Imus in the Rutgers basketball debacle (where Mr. Imus referred to the members of the women’s team as “nappy headed hos”). The investigation did not substantiate the allegations and concluded there was no hostile work environment (though the plaintiff never used this term). Subsequently, the plaintiff was suspended for thirty days to give her a chance to put her negative feelings about her supervisor behind her. Since she did not, she was eventually fired. She then sued under Title VII, alleging she had been retaliated against for participating in an investigation.
The Seventh Circuit noted that while the plaintiff “participated” in an investigation, the investigation was “purely internal.” It held that Title VII’s reach extends only to formal investigations, such as those initiated with the EEOC. In addition, the court found that the plaintiff was not terminated for her participation, per se, but for comments she made which, in her employer’s estimation, displayed poor judgment. The court went on explain that a complainant who engages in misconduct — such as lying during the course of the investigation or even filing a baseless charge — is not immune from disciplinary action under Title VII.
The decision stands in contrast to the 2009 Supreme Court case of Crawford v. Metro. Gov’t of Nashville & Davidson County, Tenn., which upheld the retaliation claim of an employee who participated in an employer’s internal investigation into a co-worker’s claim of sexual harassment. (See our earlier post about the case). The Crawford plaintiff shared her own experiences of harassment at the hands of the accused, and was subsequently terminated. The high Court held that under the opposition clause of Title VII’s retaliation provision, the plaintiff was protected.
I am not quite sure how to reconcile Crawford with Hatmaker. While the Crawford plaintiff relied on the opposition clause, the Court’s holding involves the fact that she participated in an investigation. Moreover, while the Hatmaker plaintiff primarily relied on the participation clause, she did invoke the opposition clause too, to no avail. Reading the decision, it seems that the Seventh Circuit really disliked the plaintiff’s statements about her supervisor and found her conduct in complaining reprehensible.
So what’ the moral of the story for employers? In the Seventh Circuit, at least, participating in an internal investigation does not render an employee bulletproof. I still urge caution in meting out discipline to employees who complain or who participate in internal investigations, as retaliation claims have a way of coming back to bite employers. The Crawford plaintiff, as just one example, won a jury verdict of 1.5 million dollars when she eventually got to trial following her Supreme Court battle. If in doubt, consult with counsel. Despite the employer’s victory in Hatmaker, this area is still a legal minefield.