CoxCaseMain063020246:55PM

Report on Recent Events and Retaliatory Actions

Thomas D. Coates

June 27, 2024

1. Introduction

This report aims to document the recent events and actions taken against me, which I believe are retaliatory and directly related to my requests for time off to care for my sick son. [Toggle]

2. Background and Initial Hope

2.1. Hope for Resolution

I left your office in the early part of the day with hope that someone would finally listen and allow me to present documentation that would shed new light on fundamental problems with reporting, which I have been requesting a fair review of for the last two months. [Toggle]

3. Assigned Task and Technical Difficulties

3.1. Task Assignment

You assigned me a task, and despite significant technical difficulties with my computer, which has been malfunctioning for two months and causing delays, I have been working diligently to complete it. [Toggle]

3.2. Apology and Explanation

I apologize for not being as quick as I would have liked or as others might have hoped. Please consider that my computer has not been running properly, causing delays when moving between screens. [Toggle]

3.3. Documentation of Technical Issues

Date Issue Impact
Two Months Ago Computer Malfunction Delays in completing tasks due to technical issues.
Yesterday 17 Hours Without a Working Computer Unable to complete tasks efficiently, causing significant delays.

3.4. MAY MOBILE PHONE COUNT - MISSING OR MIS-REPORTS IN STAR

MAY MOBILE PHONE COUNT - See below, since STAR itself indicates “Wireless Count 4” I hope that would be considered the correct amount currently under report by STAR for MAY. Please let me know if this change can be made. [Toggle]

4. Retaliatory Actions

4.1. Incident with Managers

Despite informing two managers that I was actively working on the task you assigned and making progress, I was pulled from my desk. I believe these actions were retaliatory and directly in response to my asking for time off to care for my sick son. [Toggle]

4.2. Contest the Written Disciplinary Action

Contest the Written Disciplinary Action: I am writing to formally contest the written disciplinary action issued to me on [date]. I believe this action is unwarranted and does not consider key information that I had previously submitted. [Toggle]

On [date(s)], I filed several requests (attached here for reference) that addressed the issues raised in the disciplinary action. These requests included detailed information and explanations that should have been taken into account before any disciplinary measures were decided upon. Unfortunately, these requests were not answered, and the information therein was overlooked. The issues which have been documented and submitted to sales leadership have direct impact and relevance to the [Inbound Sales Performance Scorecard Policy] for May 2024 and directly affect my actual attainment in meeting [the sales minimum performance thresholds in any one-month period]. [Toggle]

Specifically, my requests highlighted the following points that are pertinent to the current disciplinary action: [Toggle]

NOTE: EACH OF THE FOLLOWING WERE WRITTEN REQUESTS WHICH REFLECTED PRIOR REQUEST ON THE FOLLOWING DATES: 5/17/2024 - Subject: Coates - help in finding mobile order, 5/9/2024 Sales Errors - Missing Sales and Transfer Negatives. [Toggle]

4.3. WRITTEN REQUESTS - NO RESPONSE DELAYED RESPONSE

Requests sent to Sarah DellaVecchio: NO RESPONSE - June 25, 2024 4:16 PM Health Crisis and Work Arrangements. [Toggle]

5. Specific Incidents of Concern

5.1. Urgency and Computer Issues

The insistence that I stop working on the report you requested—a report that would shed new light on the premature written warning submitted against me, which was the first thing awaiting me when I returned from a day off with my family—and start calling customers immediately is perplexing. Why was there no urgency to call customers while I sat for over 17 hours without a working computer? [Toggle]

COMPUTER TROUBLE HISTORY TRACK RECORD OF IGNORING REQUEST AND NON RESPONSE Prorate for Computer [ICE, AVAYA, WorkDay, TEAMs] I wanted to ask you about the many hours I have lost over the past three months due to computer problems. I can share with you the amount of time spent on tickets and attempts to restore my computer. I was informed that a new computer was approved for me, though I haven't received it yet. I am requesting the proration of 17 hours I lost in May due to these difficulties? One day was entirely lost, while the other instances involved two to three blocks of time spent on the phone with technicians instead of selling. I would like this proration to apply across the board and not exclude mobile sales, as these issues affected my entire workflow. [Toggle]

WRITTEN REQUESTS - NO RESPONSE DELAYED RESPONSE Requests sent to Sarah DellaVecchio: NO RESPONSE - June 25 , 2024 4:16 PM : MAY 17.08 hrs of COMPUTER DOWN-TIME - (documentation of this issue is extensive; leadership had more than 80 days warning on the need to fix this issue, so full-proration for this time is fully appropriate, and I believe, has precedent circumstances where similar allowances were made. [Toggle]

6. Unreasonable Work Environment

6.1. Experience of Being Targeted

I have experienced being unfairly targeted and unsupported, creating an environment that is unreasonable for me to work in. The actions taken against me seem directly tied to my need to care for my son, rather than any genuine concern about my performance. [Toggle]

6.2. Proven Concerns

The tension and concern I have felt for a long time are now proven by the way my requests for fair compensation and a functioning computer were handled, contrasted with the sudden urgency regarding my request to care for my son. [Toggle]

6.3. MAY MOBILE PHONE COUNT - MISSING OR MIS-REPORTS IN STAR

MAY MOBILE PHONE COUNT - See below, since STAR itself indicates “Wireless Count 4” I hope that would be considered the correct amount currently under report by STAR for MAY. Please let me know if this change can be made. [Toggle]

7. Commitment and Request for Meeting

7.1. Commitment to Task

Despite these challenges, I will complete and deliver the report as promised tomorrow. [Toggle]

7.2. Request for Personal Meeting

However, I urgently request a one-on-one meeting with you to discuss a more personal side of my son's situation, which I could not share in a group setting, the unfair treatment I have experienced, and to explore a potential transition that ensures my well-being and that of my family. [Toggle]

8. Supporting Tables and Documentation

Table 1: Timeline of Events

Date Event Description
Two Months Ago Initial Request for Review Raised concerns about reporting issues and requested a fair review.
Yesterday Meeting with Azariah Left with hope to present documentation on reporting issues.
Yesterday Task Assignment Assigned a task to complete despite ongoing technical difficulties.
Yesterday Incident with Managers Pulled from my desk by managers despite informing them of task progress.
Yesterday Filing of Negative Reports Faced negative findings, written warnings, and reports upon return from a day off.
Yesterday Rejected Time-Off Request Request for 90 days off rejected; alternative options dismissed.
Yesterday Urgent Request to Call Customers Insisted on calling customers immediately despite prior technical issues delaying work.

Table 2: Documentation of Technical Issues

Date Issue Impact
Two Months Ago Computer Malfunction Delays in completing tasks due to technical issues.
Yesterday 17 Hours Without a Working Computer Unable to complete tasks efficiently, causing significant delays.

Table 3: Punitive Measures

Date Measure Description
Yesterday Negative Finding Faced a negative finding upon return from a day off with family.
Yesterday Written Warning Received a written warning in response to time off taken for family emergencies.
Yesterday Rejection of 90 Days Off Request Requested time off to handle family crisis was rejected, with alternative options dismissed.

Table 4: WO Verification Workflow Summary

User Time to Check-In Orders (Min) Time to Post Tracking (Min) Orders per Month Orders in May
Agent 10 4.5 200 197
Agent 15 5.0 220 205
Agent 12 4.8 210 199

Table 5: Product Code Summary

2
PRODCODE MO.QUANTITY TOTALREV PRODCODE MO.QUANTITY TOTALREV
30170 7 -$454.99 30180 65 $4,234.98
5560 5 -$276.00 30141 49 $1,607.94
5561 28 -$182.00 201 75 $1,159.00
5563 1 -$66.00 211 59 $984.00
1151 $0.00 480 6 $50.00

9. Conclusion

Based on the events and documentation presented in this report, it is evident that the actions taken against me are retaliatory and stem from my requests for time off to care for my sick son. The environment created by these actions is not conducive to fair and reasonable work conditions. I am committed to completing the task assigned to me and request a personal meeting to discuss my son's situation and explore potential transitions that ensure the well-being of my family. [Toggle]

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Report on Recent Events and Retaliatory Actions

Thomas D. Coates

June 27, 2024

Unresolved Issues and Necessitating Legal Intervention

1. Repeated Unsuccessful Requests for Help

Aspect: You've made multiple requests for flexible work arrangements, time off, or accommodations due to your son's medical condition.

Example: Each time you've requested time off, it has been denied or only partially granted without addressing your full needs.

Reason for Legal Intervention: Continuous denial of reasonable requests, especially for medical or family care reasons, may violate employment laws or company policies, necessitating legal review.

2. Bullying and Unfair Treatment

Aspect: Experiencing bullying or unfair treatment from colleagues or supervisors after making requests.

Example: Instances of being verbally harassed or given unreasonable workloads as retaliation for taking time off.

Reason for Legal Intervention: Bullying and unfair treatment can create a hostile work environment, which might be grounds for legal action under workplace harassment laws.

3. Retaliation

Aspect: Facing retaliatory actions after making complaints or requests.

Example: Receiving poor performance reviews or disciplinary actions soon after requesting time off or accommodations.

Reason for Legal Intervention: Retaliation for lawful requests or complaints is prohibited under employment law, and legal counsel can help address and rectify such actions.

4. Failure to Address Grievances

Aspect: HR or management consistently failing to address or resolve your grievances satisfactorily.

Example: Submitting formal complaints or grievances that are either ignored or inadequately addressed, leaving the underlying issues unresolved.

Reason for Legal Intervention: Persistent failure to address legitimate grievances may indicate systemic issues within the company that require legal intervention to resolve.

5. Documented Patterns of Issues

Aspect: Accumulating documented evidence of repeated issues and inadequate responses from the employer.

Example: Keeping records of emails, requests, and responses that show a clear pattern of neglect or refusal to provide reasonable accommodations.

Reason for Legal Intervention: Documentation can strengthen a legal case, showing a clear pattern of unresolved issues and justifying the need for legal assistance to enforce your rights.

1. Introduction

This report aims to document the recent events and actions taken against me, which I believe are retaliatory and directly related to my requests for time off to care for my sick son.

2. Background and Initial Hope

2.1. Hope for Resolution

I left your office in the early part of the day with hope that someone would finally listen and allow me to present documentation that would shed new light on fundamental problems with reporting, which I have been requesting a fair review of for the last two months.

3. Assigned Task and Technical Difficulties

3.1. Task Assignment

You assigned me a task, and despite significant technical difficulties with my computer, which has been malfunctioning for two months and causing delays, I have been working diligently to complete it.

3.2. Apology and Explanation

I apologize for not being as quick as I would have liked or as others might have hoped. Please consider that my computer has not been running properly, causing delays when moving between screens.

3.3. Documentation of Technical Issues

Date Issue Impact
Two Months Ago Computer Malfunction Delays in completing tasks due to technical issues.
Yesterday 17 Hours Without a Working Computer Unable to complete tasks efficiently, causing significant delays.

3.4. MAY MOBILE PHONE COUNT - MISSING OR MIS-REPORTS IN STAR

MAY MOBILE PHONE COUNT - See below, since STAR itself indicates “Wireless Count 4” I hope that would be considered the correct amount currently under report by STAR for MAY. Please let me know if this change can be made.

4. Retaliatory Actions

4.1. Incident with Managers

Despite informing two managers that I was actively working on the task you assigned and making progress, I was pulled from my desk. I believe these actions were retaliatory and directly in response to my asking for time off to care for my sick son.

4.2. Contest the Written Disciplinary Action

Contest the Written Disciplinary Action: I am writing to formally contest the written disciplinary action issued to me on [date]. I believe this action is unwarranted and does not consider key information that I had previously submitted.

On [date(s)], I filed several requests (attached here for reference) that addressed the issues raised in the disciplinary action. These requests included detailed information and explanations that should have been taken into account before any disciplinary measures were decided upon. Unfortunately, these requests were not answered, and the information therein was overlooked. The issues which have been documented and submitted to sales leadership have direct impact and relevance to the [Inbound Sales Performance Scorecard Policy] for May 2024 and directly affect my actual attainment in meeting [the sales minimum performance thresholds in any one-month period].

Specifically, my requests highlighted the following points that are pertinent to the current disciplinary action:

NOTE: EACH OF THE FOLLOWING WERE WRITTEN REQUESTS WHICH REFLECTED PRIOR REQUEST ON THE FOLLOWING DATES: 5/17/2024 - Subject: Coates - help in finding mobile order, 5/9/2024 Sales Errors - Missing Sales and Transfer Negatives.

4.3. WRITTEN REQUESTS - NO RESPONSE DELAYED RESPONSE

Requests sent to Sarah DellaVecchio: NO RESPONSE - June 25, 2024 4:16 PM Health Crisis and Work Arrangements.

5. Specific Incidents of Concern

5.1. Urgency and Computer Issues

The insistence that I stop working on the report you requested—a report that would shed new light on the premature written warning submitted against me, which was the first thing awaiting me when I returned from a day off with my family—and start calling customers immediately is perplexing. Why was there no urgency to call customers while I sat for over 17 hours without a working computer?

COMPUTER TROUBLE HISTORY TRACK RECORD OF IGNORING REQUEST AND NON RESPONSE Prorate for Computer [ICE, AVAYA, WorkDay, TEAMs] I wanted to ask you about the many hours I have lost over the past three months due to computer problems. I can share with you the amount of time spent on tickets and attempts to restore my computer. I was informed that a new computer was approved for me, though I haven't received it yet. I am requesting the proration of 17 hours I lost in May due to these difficulties? One day was entirely lost, while the other instances involved two to three blocks of time spent on the phone with technicians instead of selling. I would like this proration to apply across the board and not exclude mobile sales, as these issues affected my entire workflow.

WRITTEN REQUESTS - NO RESPONSE DELAYED RESPONSE Requests sent to Sarah DellaVecchio: NO RESPONSE - June 25, 2024 4:16 PM : MAY 17.08 hrs of COMPUTER DOWN-TIME - (documentation of this issue is extensive; leadership had more than 80 days warning on the need to fix this issue, so full-proration for this time is fully appropriate, and I believe, has precedent circumstances where similar allowances were made.

6. Unreasonable Work Environment

6.1. Experience of Being Targeted

I have experienced being unfairly targeted and unsupported, creating an environment that is unreasonable for me to work in. The actions taken against me seem directly tied to my need to care for my son, rather than any genuine concern about my performance.

6.2. Proven Concerns

The tension and concern I have felt for a long time are now proven by the way my requests for fair compensation and a functioning computer were handled, contrasted with the sudden urgency regarding my request to care for my son.

6.3. MAY MOBILE PHONE COUNT - MISSING OR MIS-REPORTS IN STAR

MAY MOBILE PHONE COUNT - See below, since STAR itself indicates “Wireless Count 4” I hope that would be considered the correct amount currently under report by STAR for MAY. Please let me know if this change can be made.

7. Commitment and Request for Meeting

7.1. Commitment to Task

Despite these challenges, I will complete and deliver the report as promised tomorrow.

7.2. Request for Personal Meeting

However, I urgently request a one-on-one meeting with you to discuss a more personal side of my son's situation, which I could not share in a group setting, the unfair treatment I have experienced, and to explore a potential transition that ensures my well-being and that of my family.

8. Supporting Tables and Documentation

Table 1: Timeline of Events

Date Event Description
Two Months Ago Initial Request for Review Raised concerns about reporting issues and requested a fair review.
Yesterday Meeting with Azariah Left with hope to present documentation on reporting issues.
Yesterday Task Assignment Assigned a task to complete despite ongoing technical difficulties.
Yesterday Incident with Managers Pulled from my desk by managers despite informing them of task progress.
Yesterday Filing of Negative Reports Faced negative findings, written warnings, and reports upon return from a day off.
Yesterday Rejected Time-Off Request Request for 90 days off rejected; alternative options dismissed.
Yesterday Urgent Request to Call Customers Insisted on calling customers immediately despite prior technical issues delaying work.

Table 2: Documentation of Technical Issues

Date Issue Impact
Two Months Ago Computer Malfunction Delays in completing tasks due to technical issues.
Yesterday 17 Hours Without a Working Computer Unable to complete tasks efficiently, causing significant delays.

Table 3: Punitive Measures

Date Measure Description
Yesterday Negative Finding Faced a negative finding upon return from a day off with family.
Yesterday Written Warning Received a written warning in response to time off taken for family emergencies.
Yesterday Rejection of 90 Days Off Request Requested time off to handle family crisis was rejected, with alternative options dismissed.

Table 4: WO Verification Workflow Summary

User Time to Check-In Orders (Min) Time to Post Tracking (Min) Orders per Month Orders in May
Agent 10 4.5 200 197
Agent 15 5.0 220 205
Agent 12 4.8 210 199

Table 5: Product Code Summary

PRODCODE MO.QUANTITY TOTALREV PRODCODE MO.QUANTITY TOTALREV
30170 7 -$454.99 30180 65 $4,234.98
5560 5 -$276.00 30141 49 $1,607.94
5561 28 -$182.00 201 75 $1,159.00
5563 1 -$66.00 211 59 $984.00
1151 2 $0.00 480 6 $50.00

9. Conclusion

Based on the events and documentation presented in this report, it is evident that the actions taken against me are retaliatory and stem from my requests for time off to care for my sick son. The environment created by these actions is not conducive to fair and reasonable work conditions. I am committed to completing the task assigned to me and request a personal meeting to discuss my son's situation and explore potential transitions that ensure the well-being of my family.