Allen v. HP Enterprise Services, LLC
Filing
55
MEMORANDUM OPINION & ORDER: That defendant's motion for summary judgment 33 is GRANTED. A separate judgment shall enter concurrently herewith. Signed by Judge William O. Bertelsman on 9/7/2018.(ECO)cc: COR
IN THE UNITED STATES DISTRICT COURT
FOR THE EASTERN DISTRICT OF KENTUCKY
NORTHERN DIVISION AT COVINGTON
CIVIL ACTION NO. 2:16-CV-147 (WOB-CJS)
ASHLEY ALLEN
PLAINTIFF
VS.
MEMORANDUM OPINION AND ORDER
HP ENTERPRISE SERVICES,
LLC
DEFENDANT
This diversity employment matter involves claims of wagebased sex discrimination brought pursuant to the Kentucky Civil
Rights Act, K.R.S. § 344 et. seq.
alleges
that
Hewlett
Packard
Ashley Allen (“Plaintiff”)
Enterprise
Services,
LLC
(“Defendant”) compensated Plaintiff’s male subordinates and peer
managers with higher pay increases throughout the duration of her
nearly twenty-year career with Defendant.
This matter is now before the Court on defendant’s motion for
summary judgment.
(Doc. 33)
The
Court
previously
argument on this motion and took it under submission.
and the parties submitted supplemental memoranda.
heard
oral
(Doc. 51),
(Docs. 52, 53).
After further study, the Court now issues the following Memorandum
Opinion and Order.
Factual and Procedural Background
1.
Defendant’s Corporate Structure
Defendant is a multi-national enterprise incorporated in the
state
of
Delaware
solutions to a
which
provides
information
technology
variety of corporate customers. 1
and
Defendant’s
internal corporate structure is highly-complex creating difficulty
in ascertaining where a particular employee falls within the
hierarchy
of
a
given
work
group.
A
written
and
visual
representation of this structure follows to aid comprehension of
this case’s specific facts.
a.
Job Family Group
The job family group is the broadest grouping under which
smaller job families fall within Defendant’s corporate structure.
Examples include: “Services” or “Human Resources.”
(Doc. 40-6,
PageID# 996, 1044.)
b.
Job Family
A job family refers to specific job divisions within a
broader job family group.
In this case, the applicable job
1
About Hewlett Packard Enterprise,
https://www.hpe.com/us/en/about.html (last visited May 17,
2018).
2
family group is referred to as Information Technology
Organization (“ITO”) Service Delivery. 2
c.
(Id. at 1044.)
Job Categories
Within each job family three general job categories exist.
They are:
(1) Support
Employees
can,
and
(2) Professional
do,
transition
between
throughout the duration of their employment.
d.
(3) Manager
each
category
(Id. at 1006.)
Job Category Subdivisions
Each job category subdivides into smaller groups based on the
employee’s experience, skill set, and decrease in the need for
supervision.
(Id. at 1011.)
Within the ITO Service Delivery job
family, job category subdivisions are listed as follows from least
to most experienced and from top to bottom:
Support
Professional
Manager
Base
Entry
Supervisor I
Primary
Intermediate
Supervisor II
Core
Specialist
Manager I
2
The ITO Service Delivery group provides “expertise for IT
infrastructure (e.g. servers, network), ([ ] (SAP)], and related
services (e.g. business continuity) throughout the lifecycle of a
deal
contractually
established
terms
and
conditions
and
established technical standards. (Doc. 40-6, PageID# 1044.)
3
Senior
Expert
Advanced
Master
e.
Manager II
Corporate Structure Overview (Graphic)
Services
Job Family Group:
Job Family:
Information Technology
Organization Delivery
Job Categories:
Support
Professional
Manager
Base
Entry
Supervisor I
Primary
Intermediate
Supervisor II
Core
Specialist
Manager I
Senior
Expert
Manager II
Advanced
Master
2.
Defendant’s Compensation and Pay Increase Scheme
Defendant is a “pay-for-performance” enterprise meaning that
employees do not receive automatic cost of living or pay increases.
(Id. at 994.)
Rather, Defendant awards merit increases at its
4
discretion with job performance being the central criterion for
such pay increases.
(Id.)
The nature of a new employee’s hiring dictates what their
base salary will be when joining Defendant.
acquired
via
merger,
Defendant
salary.
(Doc. 40-6 at 1040.)
matches
the
If the employee is
employee’s
prior
If Defendant hires an employee
outside of the merger context, Defendant considers local market
conditions, prior experience, and locality pay when establishing
a base salary. 3
(Id. at 993.)
a.
Pay Bands
Every employee receives a specific job title that corresponds
to a job category within a particular job family.
Each job title
and job category has a salary grade that is broken down into five
different pay bands. 4
(Id. at 1016.)
Hypothetically, an employee
could be coded as the following:
3
Although Defendant includes locality pay allocations in
determining an individual’s base starting salary, subsequent
changes in locality may or may not give rise to additional
compensation. (Doc. 40-6, PageID# 1020.)
4
The pay bands, themselves, are determined by looking at
competitors’ bands and salary ranges. (Doc. 40-6 at 1022.)
5
Specific Job
Title:
Job Category:
Service
Manager
Salary Grade:
M27
Manager I
Salary Range:
$90,000150,000
The pay bands overlap, but fundamentally work in the following
manner:
i.
ii.
iii.
iv.
v.
Pay
Pay
Pay
Pay
Pay
Band
Band
Band
Band
Band
I: Beginning to 20% of salary range
II: 20-40% of salary range
III: 40-60% of salary range
IV: 60-80% of salary range
V: 80-100% of salary range
(Id. at 1017.) Although outliers do exist — with employees falling
below Band I or above Band V in particular instances — Defendant
makes a concerted effort to pool employees within the middle of
Band III.
(Doc. 40-1, PageID# 689; Doc. 40-6 at 989.)
b.
Pay Bands (Graphic)
Hypothetical Salary Range: Depending on performance reviews,
an employee falling within a $90-150,000 pay range may fall within
the following pay bands throughout their employment tenure:
Salary
Band I
$90$102,000
Salary
Band II
$102,000$114,000
Salary
Band III
$114,000$126,000
6
Salary
Band IV
$126$138,000
Salary
Band V
$138,000$150,000
c.
Pay or Merit-Based Increases
As noted, employees become eligible for merit or performancebased
increases
subject
to
Defendant’s
funding
and
internal
evaluation process conducted at the end of Defendant’s fiscal year
-
typically
in
November.
The
threshold
consideration
Defendant’s profitability during the preceding fiscal year.
40-6 at 1020.)
is
(Doc.
If profits are sufficient, Defendant allocates
specific sums for merit-based increases to managers to distribute
to their subordinates or direct-reports. (Doc. 40-4, PageID# 895.)
These allocations are colloquially referred to as “pots,” and each
manager possesses full autonomy to allocate the pot among their
direct reports. 5
(Id. at 896.)
At the same time, managers conduct a performance review of
their direct reports.
Each direct report is rated on a five-point
system as follows:
i.
Significantly Exceeds Expectations
ii.
Exceeds Expectations
iii. Achieves Expectations
5
The size of each allocation pot varied between managers based,
in part, on that manager’s number of direct reports, their
experience levels, and gross salaries. (Doc. 40-4 at 932.)
7
iv.
Partially Achieves Expectations
v.
Did Not Achieve Expectations
(Doc. 40-3, PageID# 852-53.)
Direct reports are only compared
with members of a peer group to ascertain their performance
rating (e.g. Masters are only compared with fellow Masters).
(Id. at 856).
Once
managers
assess
their
direct
reports’
performance,
calibration meetings occur to determine how to finalize ratings
and distribute the merit increase pot in a meaningful manner.
(Doc. 40-4 at 928.)
At this point, funds could be transferred
between managers’ pots to ensure that high performing direct
reports on teams with limited budgets could receive an increase
commensurate with their performance, especially where those direct
reports were at the low ends of salary bands.
(Id. at 929.)
To
aid their determinations, managers have access to their direct
reports’ salary data.
Peer data that compare managers to each
other are not available.
(Id. at 902, 934.)
Given the interplay between pay band and merit increase system
information, direct report employees may earn more than their
managers.
For
example,
a
high
performing
employee
with
a
Professional-coded job at the Master level may earn more than a
8
similar performing Service Manager coded at the M1 level because
Defendant has assessed higher pay bands for Master-level jobs and
values a technical skill set over general managerial skills.
3.
Plaintiff’s Employment
Between
August
1998
and
April
2015,
Defendant
Plaintiff in both technical and managerial positions.
employed
(Doc. 40-1
at 641.) From 1997-2005, Plaintiff was employed as a ProfessionalExpert after being outsourced from Proctor & Gamble (“P&G”).
(Id.
at 623.) In this capacity, Plaintiff was responsible for the North
American
core
manufacturing
critical system.
(Id.)
system
–
P&G’s
largest
and
most
Plaintiff’s primary tasks were to manage
the system, implement updates where required, fix incidents that
arose in a timely fashion, and oversee projects related to core
manufacturing.
(Id. at 647.)
In late 2006 or early 2007, Defendant promoted Plaintiff to
a managerial position at the M1 salary grade.
Plaintiff
did
not
receive
a
pay
(Id.)
increase.
At that time,
(Id.)
Despite
management’s pledge that a pay increase was forthcoming, Plaintiff
claims that she was never compensated.
(Id.)
In her new position,
Plaintiff’s primary responsibility was to manage the members of
the North America Enterprise Resource Planning (“ERP”) team. (Doc.
40-4 at 879.)
performance
Specifically, Plaintiff was tasked with completing
evaluations
of
team
9
members
and
resourcing
and
staffing direct reports on applicable projects throughout the
North American time zone.
(Id. at 880.)
Plaintiff’s secondary
responsibilities involved escalation management. 6
(Id. at 882.)
In her escalation role, Plaintiff ensured that the proper direct
reports were working on the issue, and she served as an interface
between the customer and upper management to keep them informed of
the team’s progress.
(Id.)
fifteen direct reports.
Plaintiff managed between ten and
(Doc. 40-1 at 641.)
To highlight the distinction between her positions, Plaintiff
has emphasized the managerial nature of her latter role.
She
indicated that at this point in her career she “didn’t do the
technical work much at this point, but, obviously, the knowledge
that
[she]
gained
was
useful
in
helping
manage
incident
resolution.” (Id. at 649.) Plaintiff testified that her technical
foundation was helpful in understanding the day-to-day work that
her direct reports conducted to manage her team effectively.
(Id.
at 645.)
By all accounts, Plaintiff’s job performance was sterling
under multiple different managers.
(Doc. 40-4 at 891.)
Plaintiff
received a “Significantly Exceeding Expectations” rating every
year for ten years during one portion of her employment – a rating
6
Escalations are an information technology term of art referring
to outages that require quick response times because the outages
are related to business critical functions. (Doc. 40-3 at 831.)
10
reserved for the top ten to twenty percent of employees.
40-1 at 626.)
(Doc.
At various unidentified points in her tenure,
Plaintiff continually petitioned at least three of her direct
supervisors that her salary was not commensurate with her education
and experience.
discussions,
(Id. at 627.)
management
At some point during these
acknowledged
that
Plaintiff
was
being
compensated at the low end of her salary curve and that they would
take steps to address this disparity.
(Id.)
These efforts,
however, proved fruitless as upper management denied the request
for an equitable pay increase on the ground that Defendant did not
have sufficient allocations for the raise.
In
2011,
Plaintiff’s
learned
that
(Id. at 628.)
multiple
male
direct
reports and several managerial peers were being compensated at
higher levels. 7 (Id. at 611.) One of those peers, Douglas McKinley
(“McKinley”), allegedly performed the same duties and reported to
the same supervisor as Plaintiff.
(Doc. 40-4 at 883.)
Plaintiff
was apprised of this information via a spreadsheet transmitted to
her via e-mail from Shibu Chakkoria (“Chakkoria”), her direct
supervisor, during a ratings and review period.
(Doc. 40-1 at
611.) Normally, Defendant only provides managers with their direct
reports’
salary
information,
but
7
this
spreadsheet
included
Between 2006-2015, Plaintiff maintains that Defendant compensated
her at Pay Band I for her M1 position. (Doc. 40-1 at 633.)
11
Plaintiff’s managerial peers as well. 8
The record is undeveloped
as to whether Plaintiff lodged a formal complaint with human
resources or took action beyond the filing of the current lawsuit.
Plaintiff also alleges that her tenure was marked by instances
of
derogatory
gender-based
comments
supporting
a
discriminatory animus for limiting her compensation.
possible
Plaintiff
maintains that middle managers would directly question Plaintiff
during leadership meetings concerning her children.
(Id. at 629.)
These questions routinely concerned setting meeting times between
1:00 and 3:00 P.M., prompting these managers to make derogatory
comments about Plaintiff’s childcare needs that became something
of a running joke among management.
(Id.)
Plaintiff also alleges
that Bhargava made derogatory comments about Plaintiff’s children
during a weekend rapid response escalation conference call asking
Plaintiff to quiet her children when they were not present.
at 629-630.)
(Id.
Plaintiff contends that such comments were not
directed at male employees who had children.
Unlike
her
allegations
of
sex-based
wage
discrimination,
Plaintiff reported her discomfort with these comments to her direct
supervisors.
(Id. at 634.)
Both Chakkaria and Christian Todd
8
Both Chakkoria and Sumit Bhargava (“Bhargava”), a middle manager,
believe that the spreadsheet has been doctored because Defendant
would have never provided either of them with salary information
regarding their peers since they are not involved in making those
pay increase determinations. (Doc. 40-3 at 843.)
12
(“Todd”), Plaintiff’s peer manager at the time, acknowledged that
the comments were inappropriate, but they were limited in their
response as many of these comments came from their own direct
supervisors.
complaints
(Id.
she
at
lodged
635-36.)
Plaintiff
against
middle
believes
management
that
cost
the
her
a
promotion that ultimately went to Todd despite being told that she
would receive that opportunity.
(Id. at 635.)
Defendant terminated Plaintiff’s employment in April 2015
after becoming aware that Plaintiff had concealed her marriage to
one of her direct reports in direct violation of Defendant’s Code
of Business Conduct. 9
(Doc. 33-1, PageID# 133.)
At some point
thereafter, Plaintiff transmitted the spreadsheet in question to
the Equal Employment Opportunity Commission (“EEOC”) in connection
with a charge of discrimination. (Doc. 40-2 at 808-11.)
In August 2016, Plaintiff filed suit in Boone County Circuit
Court, and defendants removed the case to this Court on the basis
of diversity jurisdiction.
(Doc. 1-1; Doc. 1-3.)
discovery,
for
Defendant
moved
summary
judgment
Following
on
all
of
Plaintiff’s claims.
9
Plaintiff does not challenge the grounds for her termination in
this lawsuit.
13
Analysis
Defendant
advances
judgment motion.
two
primary
arguments
in
its
summary
First, defendant argues that since Plaintiff’s
sex discrimination claim has been brought pursuant to K.R.S. §
344, the statute of limitations is five years to determine which
discrete pay decisions are applicable in this situation.
(Doc.
33-1, PageID# 134.) Second, defendant argues that Plaintiff cannot
establish a prima facie case of sex-based wage discrimination.
1. Applicability of Kentucky Civil Rights Statute and
Statute of Limitations
The parties agree that a claim under K.R.S. § 344 is subject
to a five-year statute of limitations and that the applicable
limitations period in this matter runs from July 25, 2011 (five
years prior to the filing of Plaintiff’s complaint herein) through
April 30, 2015 (Plaintiff’s final day of employment). 10
(Doc. 33-
1 at 134, 145; Doc. 39-1 at 409.)
The parties do not agree, however, whether it is Plaintiff’s
individual pay increases or her total compensation which should be
analyzed vis a vis her male comparators.
10
Kentucky law indicates that actions “upon a liability created
by statute”, such as the Kentucky Civil Rights Act, “shall be
commenced within five (5) years after the cause of action accrued.”
K.R.S. 413.120(2).
14
At the outset, Kentucky law provides scant guidance as to how
courts typically address acts of wage-based sex discrimination
where allegedly discriminatory pay increases subsequently taint
overall compensation figures, creating total wage disparities.
Currently,
Kentucky
law
mandates
that
“an
action
for
discrimination or retaliation accrues on the date the act of
discrimination or retaliation occurs.” 11
Nat’l R.R. Passenger
Corp. v. Morgan, 536 U.S. 101, 110 (2002); see also Walker v.
Commonwealth,
503
S.W.3d
165,
172
(2016)
discrete acts framework under Kentucky law).
(applying
Morgan’s
This rule applies to
“any discrete act of discrimination, including discrimination in
“termination,
failure
refusal to hire.”
to
promote,
denial
of
transfer,
Ledbetter, 550 U.S. at 621 (2007).
[and]
As in a
Title VII case, liability may only arise for discrete acts that
occurred within the appropriate time period.
Morgan, 536 U.S. at
114.
Furthermore, “a new violation does not occur, and a new
charging
period
does
not
commence,
11
upon
the
occurrence
of
Defendant’s argument concerning the application of the Ledbetter
standard in this case is accurate. K.R.S. § 344 has not been
explicitly amended to adopt the provisions of the Lilly Ledbetter
Fair Pay Act, Pub. L. No. 111-2, 123 Stat. 5 (2009).
Kentucky
courts have continued to apply Ledbetter as recently as 2016. See
Walker v. Commonwealth, 503 S.W.3d 165, 172 (2016) (applying
Ledbetter).
15
subsequent
nondiscriminatory
acts
that
resulting from past discrimination.”
Yet,
“where
a
plaintiff
can
entail
adverse
effects
Ledbetter, 550 U.S. at 628.
establish
that
the
alleged
discriminatory act or series of acts constitutes a ‘continuing
violation,’ principles of equity allow the limitations period to
run anew from each succeeding discriminatory action.” 12
Walker,
503 S.W.3d at 172.
Here, it appears that Plaintiff is attempting to rely on
non-discriminatory compensation decisions that fall outside of the
limitations
period
to
support
her
current
wage-based
sex
discrimination claim by advancing a “total compensation” argument.
(Doc. 39-1 at 409).
First,
This theory is not well taken.
utilizing
total
compensation
as
a
discrete
pay
decision contravenes Supreme Court authority that liability may
only arise for discrete acts that occur within the applicable
limitations period.
Morgan, 536 U.S. at 114.
Here, Defendant set
Plaintiff’s base salary in 1998 and this decision created the
baseline for the subsequent merit increases she received during
her employment.
falls
outside
While the 1998 determination, itself, clearly
the
five-year
limitations
12
period,
it
became
There is no continuing violation in this case.
Each of the
merit-based pay increases that Plaintiff challenges are “easy to
identify” and were distinct in time and circumstance. Walker, 503
S.W.3d at 173.
16
intertwined with later merit increases that Defendant awarded
Plaintiff,
which
resulted
in
Plaintiff’s
total
compensation.
Therefore, since Plaintiff only received merit increases during
the limitations period, utilizing her total compensation figures
would necessarily encompass the base salary decision made outside
the limitations period.
Stated differently, the 1998 decision is
not a distinct pay decision made during the limitations period.
Second, Supreme Court precedent cautions that courts should
not
automatically
decisions
other
ascribe
than
discriminatory
those
about
specifically made such allegations.
which
intent
the
to
employment
plaintiff
has
Ledbetter, 550 U.S. at 628;
see United Air Lines, Inc. v. Evans, 431 U.S. 553 (1977) (declining
to take United’s discriminatory intent in 1968, when it discharged
the plaintiff due to her sex, and assign that intent to its later
act of neutrality applying its neutrality system). In other words,
if an employer acted with a discriminatory animus at one point in
an employee’s tenure, it does not mean that it did so on other
occasions.
Plaintiff has adduced no evidence that her 1998 base salary
determination was motivated by sex-based discriminatory animus.
She alleges only that at some point later in her employment she
suspected that Defendant was compensating her at lower levels than
17
her education, experience, and performance reviews warranted. 13
(Doc. 40-1 at 627.)
Plaintiff’s sex-based wage discrimination
suspicions were allegedly only confirmed in 2011 when Plaintiff
came into possession of a spreadsheet showing higher compensation
of male subordinates and peers. (Id. at 615.)
Given the Supreme Court’s guidance in the area, the Court
concludes that it must use the merit pay increases which occurred
during the limitations period as the discrete pay decisions as the
basis for plaintiff’s claim, rather than the total compensation
figures which would include the non-actionable 1998 base pay
decision.
2.
Prima-Facie Case of Wage-Based Sex Discrimination
The Supreme Court of Kentucky interprets the Kentucky Civil
Rights
Act
consistently
counterparts.
its
federal
anti-discrimination
Williams v. Wal-Mart Stores, Inc., 184 S.W.3d 492,
495 (Ky. 2005).
Here,
with
Plaintiff
burden-shifting
In this case, that counterpart is Title VII.
relies
scheme.
exclusively
(Doc.
39-1
on
at
the
McDonnell
400.);
see
Id.
Douglas
Allen
v.
Ingersoll-Rand Co., No. 1:96-cv-6-M, 1997 WL 579140 *5 (W.D. Ky.
June 17, 1997) (applying the McDonnell Douglas burden shifting
13
Notably, Plaintiff does not argue that she suspected Defendant
was compensating her at lower levels compared to male subordinates
and peers. Plaintiff simply asserts that her compensation was not
commensurate with her education and professional experience.
18
scheme to wage-based sex discrimination claims brought under the
Kentucky Civil Rights Act.)
The parties contest only two elements of the prima facie case:
(1) whether Plaintiff was subjected to an adverse employment
action, and (2) whether Defendant treated Plaintiff differently
than
similarly-situated
class.
individuals
outside
of
the
protected
See Vickers v. Fairfield Med. Ctr., 453 F.3d 757, 762 (6th
Cir. 2006).
a. Adverse Employment Action
In the Title VII context, an adverse employment action is one
that “constitutes a significant change in employment status, such
as
hiring,
firing,
failing
to
promote,
reassignment
with
significantly different responsibilities, or a decision causing a
significant change in benefits.”
Burlington Indus. v. Ellerth,
524 U.S. 742, 761 (1998); see also Lentz v. City of Cleveland, 333
F. App’x 42, 57-58 (6th Cir. 2009).
Simply put, there can be no adverse employment action where
Plaintiff’s merit increases between 2012-2015 either significantly
outpaced all or, in a single limited instance, fell slightly below
19
only
one
of
her
male
comparators.
The
below
brief
graphic
emphasizes this point: 14
Employee
Merit
Increase
Merit
Increase
Merit
Increase
2014
Merit
2015
Increase
2012
2013
$7,500.01
$4,000.00
None
$3,511.96
Timothy
Bahorik
None
None
None
Not
Applicable
Jason
$2,945.76
$1,011.36
None
$2,043.28
Rizwan
Zahoor
None
None
None
Not
Applicable
Himanshu
Garg
None
None
None
None
Gordon
Shlegel
None
None
None
None
Ihab
Abuelenein
$4,138.23
None
None
None
James
Dimapasoc
None
None
None
None
Anthony
Holman
$1,860.00
$948.60
None
$1,916.36
Ashley
Allen
Hobson
14
The graphic is drawn from Exhibit I of Defendant’s Summary
Judgment Motion (Doc. 35-1, PageID# 241.)
20
Michael
Howell
$6,531.00
$1,996.62
None
$2,036.35
Eric Lanam
$5,462.00
$4,250.00
None
$4,013.98
Doug
McKinley
$1,000.01
$1,400.00
None
None
Accordingly,
there
was
no
adverse
change
in
Plaintiff’s
employment status during the limitations period.
b.
Comparison Between Similarly-situated Employees
Plaintiff has produced evidence of eleven male employees who
she alleges are comparators — ten subordinates and one alleged
peer.
Information
related
to
these
comparators’
job
responsibilities, salary, and performance evaluations are attached
as a separate appendix (Appendix I), along with a chart related to
these employees’ merit-based increases.
However, Plaintiff cannot establish that she was similarlysituated to the eleven male comparators.
To make such a showing,
Plaintiff is obliged to present evidence that she was “similarly
situated
in
all
relevant
respects.”
Board
of
Regents
v.
Weickgenannt, 485 S.W.3d 299, 308 (Ky. 2016) (citation omitted).
That is, plaintiff must demonstrate that “all relevant aspects of
[her] employment situation are nearly identical to those of the
employees who [s]he alleges were treated more favorably.”
21
Id.
To prove that Plaintiff performed work that was “nearly
identical” to her male comparators she must demonstrate that the
performance
of
responsibility.
Cir.
1981).
each
job
required
equal
skill,
effort,
and
Odomes v. Nucare, Inc., 653 F.2d 246, 250 (6th
Here,
“skill
includes
such
considerations
experience, training, education, and ability.
as
Effort refers to
the physical or mental exertion necessary to the performance of a
job.
Responsibility
concerns
required in performing a job.”
the
degree
of
accountability
EEOC v. Universal Underwriters
Ins. Co., 653 F.2d 1243, 1245 (8th Cir. 1981).
Applying this analysis, it is clear that Plaintiff was not
performing work “nearly identical” to her male comparators.
At
the outset, Defendant coded Plaintiff’s job as a Manager at the M1 level during the limitations period in contrast to her male
comparators who were coded as Professionals at the Specialist,
Expert, and Master levels.
While title distinctions are non-
dispositive
whether
situated,
in
the
determining
evidence
is
this
employees
matter
are
demonstrates
similarlyimportant
distinctions between these various job functions.
By Plaintiff’s own admissions, it is clear that her primary
task was people management.
Her position involved staffing North
American time zone subordinates on projects and assessing their
performance.
(Doc.
40-4
at
880.)
22
Likewise,
her
secondary
escalation
staffing
management
team
role
members
primarily
with
unexpected service outages.
the
involved
requisite
(Id. at 882.)
identifying
skill
to
and
address
Plaintiff testified
that “she didn’t do the technical work much at this point” and
that she “would assist . . . but [ ] always made sure to have
people
involved
responsibility.”
In
because
technical
work
was
their
(Doc. 40-1 at 649) (emphasis added.)
contrast,
specialists
the
with
Plaintiff’s
varying
levels
technology service delivery.
comparators
of
expertise
were
in
technical
information
For instance, Eric Lanam reported to
Plaintiff during a portion of the limitations period and described
himself as subject matter expert focused on running a particular
technology.
(Doc. 40-5 at 955.)
Notably, Defendant subsequently
promoted Lanam to a management escalation role and distinguished
this role from his former position, noting that his primary task
became “managing [ ] resources and escalating to off shift if
needed.”
(Id. at 958) (emphasis added.)
Likewise, Professional-Experts Jason Hobson, Michael Howell,
Himanshu Garg, Anthony Holman, James Dimapasoc, Gordon Schlegel,
Rizwan Zahoor, Ihab Abuelenein focused on technical management and
project
work,
respectively.
715, 722, 723.)
core
manufacturing,
and
various
SAP
systems
(Doc. 40-1 at 653, 681-85, 686-87, 704, 706, 713,
Professional-Specialist Timothy Bahorik was also
23
involved
in
the
same
type
of
technical
work
as
his
Expert
counterparts, but he lacked their high level of technical mastery.
(Id. at 720.)
Douglas McKinley deserves separate consideration from the
above comparators as Plaintiff identifies him as a peer with the
exception that Plaintiff managed more systems and subordinates.
(Id. at 694)
However, this characterization does not comport with
the record. Chakkoria testified that McKinley was a subject matter
expert who possessed authority in certain technologies and is
described as having a “completely different role[]” when compared
to Plaintiff. 15
(Doc. 40-4 at 887.)
Moreover, Lanam testified
that McKinley was a “senior architect, scripting resource” with a
technical escalation skill set superior to Plaintiff.
(Doc. 40-
5, PageID# 943.)
Based upon this evidence, it is clear that Plaintiff was not
similarly
situated
to
these
employees.
Plaintiff’s
responsibilities vastly differed from those of her comparators in
that she was responsible for personnel management rather than
application of technical skills.
Similarly, it is undisputed that
skill differences existed between Plaintiff, her subordinates, and
her
self-identified
peer.
In
15
sum,
Plaintiff’s
employment
This would explain McKinley’s 28-Master rating identifying him
as a technical expert.
24
responsibilities
throughout
the
limitations
period
varied
considerably from the male comparators, and plaintiff has thus not
satisfied this prong of the prima facie case.
b. Legitimate Non-Discriminatory Basis for Wage Disparity
Assuming that Plaintiff had established a prima facie case of
wage discrimination, Defendant nonetheless has demonstrated a
legitimate non-discriminatory basis for any wage disparity based
on its compensation scheme.
scheme
involves
a
variety
Defendant acknowledges that its
of
factors
that
are
taken
into
consideration when assessing an employee’s performance:
[A]ffordability of the company, how
well the company did until the end
of the year . . . The second factor
would be how the individual did in
their year in terms of their
performance appraisal . . . Then the
third is . . . where in the salary
curve they are . . . it’s natural if
certain people, if they’re maxed out
in their salary curves, they would
get nothing.
If there are people
who are lower down on the salary
curves they would get the salaries,
and then from time to time there are
certain
directives
where
the
company can say there are no salary
raises for [the] US.”
(Doc. 40-3 at 850.)
Additionally, “tenure; how you came into a
company, local market conditions, retention, and attraction of
local talent” make it impossible for all “your highest rated
individuals would be the highest paid in the company.”
25
(Doc. 40-
6 at 993.)
It also strains logic to find that Defendant’s
compensation scheme was discriminatory where Plaintiff was the
individual assessing her comparators and making critical decisions
regarding the amount of their merit increases.
“Generally, a wage system which sets different grades for
each position type and allocates a wage range is acceptable if the
decisions are based on non-discriminatory factors.”
Allen, 1997
WL 579140 at *6; see Cox v. Home Ins. Co., 637 F. Supp. 300, 304
(N.D. Tex. 1985) (upholding a complex compensation scheme devoid
of discriminatory factors).
The above compensation factors do not
include any discriminatory elements.
In fact, the number of
variables would seem to prevent any discriminatory element from
having a role in setting compensation.
For all these reasons, the Court concludes that plaintiff has
failed to raise a triable issue on her claim for
Therefore, having reviewed this matter and considered the
parties’ arguments, and being sufficiently advised,
IT IS ORDERED that defendant’s motion for summary judgment
(Doc. 33) be, and is hereby, GRANTED.
enter concurrently herewith.
26
A separate judgment shall
This 7th
day of September, 2018.
27
Appendix I
Employee
Name:
Ashley Allen
Employee
Title:
SVC-ITO
Service
Delivery
Management
Level:
I-Manager
Subordinate/Peer
to Plaintiff:
Not Applicable
Job
Descrintion:
Complete
performance
evaluations of
North
American ERP
team members
and resourcing
and staffing
direct reports
on applicable
projects
throughout the
North
American time
zone.
management
Escalation
Management
Jason Hobson
SVC-ITO
Service
Delivery
Professional
15-Expert
Subordinate
Technical
management
and project
work, core
manufacturing,
and various
SAP systems
Rating(s):
2011:
Significantly
Exceeds
Expectations
2012:
Significantly
Exceeds
Expectations
2013:
Significantly
Exceeds
Expectations
Total Base
Pay:
2011:
$92,700
2012:
$100,300
2013:
$104,200
2015:
$107,711
2014:
Significantly
Exceeds
Expectations
2012:
Exceeds
Expectations
2013:
Exceeds
Expectations
2014:
Exceeds
Expectations
2011:
$98, 191.97
2012:
$101, 137.33
2013:
$102,148.69
2015:
$104, 191.97
2015:
$120,000
Allen v. HP Enterprises LLC
Mot. Sum. J.
1
Appendix I
Eric Lanam
SVC-ITO
Service
Delivery
Professional
14-Master
Subordinate
initially and then
became Plaintiffs
peer.
Project
Management
2011:
99,071.01
Technical
management
and project
work, core
manufacturing,
and various
SAP systems
2012:
104,533,01
2013:
108,783.01
2015:
$112,000
2015:
$130,000
Michael
Howell
SVC-ITO
Service
Delivery
Professional
27-Master
Subordinate
Technical
management
and project
work, core
manufacturing,
and various
SAP systems
2011:
$93,300
2012:
$99,631.00
2013:
$101,827.62
2015:
$103,863.97
Himanshu Garg
SVC-ITO
Service
Delivery
Professional
15-Expert
Subordinate
Technical
management
and project
work, core
manufacturing,
and various
SAP systems
2011:
Exceeds
Expectations
2012:
Exceeds
Expectations
2013:
Achieves
Expectations
2015:
Achieves
Expectations
Allen v. HP Enterprises LLC
Mot. Sum. J.
2
2011:
$109,141.65
2012:
$109,141.65
2013:
109, 141.65
2014:
$110,636.89
2015:
$111,837.45
Appendix I
Anthony
Holman
SVC-ITO
Service
Delivery
Professional
15-Expert
Subordinate
Technical
management
and project
work, core
manufacturing,
and various
SAP systems
2011:
Achieves
Expectations
2012:
Exceeds
Expectations
2013:
Exceeds
Expectations
2011:
$93,000
2012:
$94,860
2013:
$95,808.60
2015:
$97,724.96
2014:
Achieves
Expectations
James
Dimapasoc
SVC-ITO
Service
Delivery
Professional
27-Master
Subordinate
Technical
management
and project
work, core
manufacturing,
and various
SAP systems
2011:
Achieves
Expectations
2012:
Achieves
Expectations
2013:
Achieves
Expectations
2011:
$111,697 .18
2012:
$112,697.18
2013:
$112,697.18
2014:
$114,196.05
2014:
Achieves
Expectations
Gordon
Schlegel
SVC-ITO
Service
Delivery
Professional
15-Expert
Subordinate
Technical
management
and project
work, core
manufacturing,
and various
SAP systems
2015:
$114,094.62
2011:
Exceeds
Expectations
2011:
$95,000.04
2012:
Achieves
Expectations
2013:
Achieves
Expectations
2014:
Allen v. HP Enterprises LLC
Mot. Sum. J.
3
2012:
$104,500
2013:
$104,500
2014:
$109,504.80
2015:
$108,500.30
Appendix I
Achieves
Expectations
Rizwan Zahoor
SVC-ITO
Service
Delivery
Professional
15-Expert
Subordinate
Technical
management
and project
work, core
manufacturing,
and various
SAP systems
2011:
Achieves
Expectations
2012:
Achieves
Expectations
2013:
Partially
Achieves
Expectations
2014:
Partially
Achieves
Expectations
Timothy
Bahorik
Ihab
Abuelenein
SVC-ITO
Service
Delivery
SVC-ITO
Service
Delivery
Professional
16- Specialist
Professional
15-Expert
Subordinate
Subordinate
Technical
management
and project
work, core
manufacturing,
and various
SAP systems
2011:
Achieves
Expectations
Technical
management
and project
work, core
manufacturing,
and various
SAP systems
2011:
Significantly
Exceeds
Expectations
2013:
Significantly
Exceeds
Expectations
2014:
Mot. Sum. J.
4
2012:
$109,188.24
2013:
$109,188.24
2014:
$109,188.24
2015:
$109,188.24
2011:
$99,536.25
2012:
Achieves
Expectations
2012:
Significantly
Exceeds
Expectations
Allen v. HP Enterprises LLC
2011:
$109,188.24
2011:
$118,236.99
2012:
$122,373.42
2013:
$122,373.42
2014:
$122,373.42
2015:
$122,373.42
Appendix I
Exceeds
Expectations
2015:
Achieves
Expectations
Douglas
McKinley
SVC-ITO
Service
Delivery
Professional
28-Master
Peer
Senior
architect,
scripting
resource and
involved in
technical
escalation with
a skill set that
was superior to
Plaintiff's
2011:
Achieves
Expectations
2012:
Exceeds
Expectations
2013:
Exceeds
Expectations
2014:
Exceeds
Expectations
2015:
Achieves
Expectations
Allen v. HP Enterprises LLC
Mot. Sum. J.
5
2011:
$123, 183.40
2012:
$124,183.41
2013:
$125,583.41
2014:
$130,606.84
2015:
129,602.08
Appendix I
Merit Increase Comparison Graph
Employee
Merit Increase
2012
Ashley Allen
(Plaintiff)
Merit Increase
2014
Merit Increase
2015
$7,500.01
Merit
Increase
2013
$4,000.00
None
$3,511.96
Timothy Bahorik
None
None
None
Not Applicable
Jason Hobson
$2,945.76
$1,011.36
None
$2,043.28
Rizwan Zahoor
None
None
None
Not Applicable
Himanshu Garg
None
None
None
None
Gordon Shlegel
None
None
None
None
Ihab Abuelenein
$4,138.23
None
None
None
James Dimapasoc
None
None
None
None
Anthony Holman
$1,860.00
$948.60
None
$1,916.36
Michael Howell
$6,531.00
$1,996.62
None
$2,036.35
Eric Lanam
$5,462.00
$4,250.00
None
$4,013.98
Doug McKinley
$1,000.01
$1,400.00
None
None
Allen v. HP Enterprises LLC
Mot. Sum. J.
6
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