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Morgan v. Wells Fargo Bank

United States District Court, W.D. Virginia, Roanoke Division

February 21, 2014



SAMUEL G. WILSON, District Judge.

This is an action by Plaintiff, Lejuana Morgan ("Morgan"), alleging that her former employer, Wells Fargo Bank, N.A. ("Wells Fargo"), violated the American with Disabilities Act ("ADA"), 42 U.S.C. ยง 12101-12117 (West 2014), by terminating her because of her alleged disability, alcoholism, and by retaliating against her for exercising her rights under the Act. Wells Fargo has moved for summary judgment on the grounds that it terminated her for a legitimate non-discriminatory and non-retaliatory reason-because she failed to adhere to Wells Fargo's mandatory attendance policy. The court agrees and therefore grants Wells Fargo's motion for summary judgment.


Wells Fargo is a national bank that employs over 270, 000 employees. In January 2011, Wells Fargo hired Morgan to work at its call center in Roanoke, VA. Wells Fargo considers employee attendance essential to the call center's productivity[1] and claims it subjects all employees to a mandatory attendance policy.[2] Under that policy, each employee receives a forty (40) hour attendance account balance for unscheduled absences. Each time an employee misses work without first obtaining approval from a supervisor, the hours missed are deducted from that employee's attendance account. Once an employee's attendance account balance reaches negative forty-one (-41) or lower, Wells Fargo considers the employee to be in violation of its mandatory attendance policy and subject to immediate termination.

An employee whom Wells Fargo considers to be in violation of its attendance policy, however, may come back into compliance if the employee seeks and obtains "approval" for enough of his or her unscheduled absences-i.e., if he or she gets enough unscheduled absences excused by Wells Fargo. Wells Fargo has established policies that allow excusal for medical, short and long-term disabilities, FMLA, and other similar purposes. To have such an unscheduled absence excused, the employee must call either Wells Fargo's Leave Management team or Accommodations team, depending on the reason for the absence, [3] and request that it excuse the absence. After making the request, the employee must follow-up by submitting the requisite paperwork. If Wells Fargo finds the request justified under its established policies, it will excuse the absence, and the absence will not count against the employee's attendance account balance.

Like all employees, Morgan began her employment with a positive forty (40) attendance account balance. However, Morgan quickly diminished her account balance to zero. Morgan's supervisor, Jordan Neal, spoke with Morgan and warned her of the consequences of violating the attendance policy, which Morgan understood. Morgan continued to miss work. During the last week of April 2011, Morgan missed three consecutive days (April 28 to April 30), her ninth, tenth, and eleventh unscheduled absences during a ten week period. These three absences reduced Morgan's attendance account balance to negative forty-five (-45), which caused her to be in violation of the mandatory attendance policy.

Though Morgan showed up for work on May 1, she did not request that Leave Management or Accommodations excuse the problematic absences. Morgan was off on May 2, and once again missed work without permission the following day, May 3, reducing Morgan's attendance account balance even further. As a consequence, that same day, Morgan's supervisor, Neal, sought and obtained Human Resource's approval to terminate Morgan.[4] The next day, Neal called Morgan, who was again absent, to inform her that she was terminated for violating the mandatory attendance policy. When Morgan answered, Morgan told Neal that she was in the process of checking into a rehabilitation treatment center for alcoholism and had actually requested leave the day before with Leave Management. This was the first time that Neal (or any other supervisor) was ever told or made aware that Morgan was struggling with alcoholism and seeking treatment. Morgan's Dep. 120:4-122:2; Neal's Dep. 15:5-25, 20:7-25.

Under the circumstances, Human Resources rescinded the termination and granted Morgan leave to seek treatment. Neal called Morgan and informed her that she would remain an employee, and Wells Fargo would reevaluate her absences after she received treatment. Wells Fargo excused Morgan's May 3 to July 5 absences as short-term disability leave and her July 6 to July 18 absences as certified medical leave.

On July 19, Morgan returned to work. When she returned, Neal told Morgan that she needed to contact Leave Management to establish whether any of her absences before May 1 could be excused. Otherwise, as Neal made plain, Morgan would remain in violation of the mandatory attendance policy and subject to immediate termination. Morgan then contacted the Leave Management team and requested that it excuse her April 29 and April 30 absences as certified medical leave, submitting a cryptic doctor's note in support that read in its entirety: "Please excuse the patient from work on April 29, 30, 2011." ECF No. 18-10.

Leave Management informed Morgan that she did not qualify for certified medical leave because an employee qualifies for certified medical leave only after her condition causes her to miss five consecutive workdays (or seven consecutive calendar days). ECF No. 16-3 at 16 (Wells Fargo's Team Member Handbook). Leave Management instead redirected Morgan to the "Accommodations team." It advised her that although she did not qualify for certified medical leave, she should contact the Accommodations team, which would review her doctor's note. Morgan did not contact them. Morgan now admits that she did not actually visit a doctor on either day but was instead at home drinking. Morgan's Dep. 92:5-20, 99:14-102:20. Because Morgan failed to have Wells Fargo excuse her problematic absences, she remained in violation of its attendance policy and subject to immediate termination. As a consequence, Neal sought and obtained Human Resources' authorization to terminate Morgan, and Wells Fargo terminated her on August 10, 2011.


Morgan claims that Wells Fargo violated the ADA by terminating her employment because of her alleged disability and by retaliating against her for requesting an accommodation under the ADA. In response, Wells Fargo has proffered a legitimate non-discriminatory and non-retaliatory explanation for Morgan's termination. Because Morgan cannot show that the explanation is merely a pretext for discrimination (or retaliation), the court will enter summary judgment for Wells Fargo.[5]


In the absence of direct evidence, to prevail on an ADA discrimination claim, Morgan must prove intentional discrimination under the proof scheme established in McDonnell Douglas Corp. v. Green , 411 U.S. 792 (1973). Under this framework, Morgan must first establish a prima facie case of discrimination. If Morgan establishes her prima facie case, the burden of production shifts to Wells Fargo to show a legitimate, non-discriminatory reason for its actions. If Wells Fargo produces a legitimate, non-discriminatory reason for its actions, then Morgan must produce evidence that Wells Fargo's asserted reasons are a mere pretext for its true discriminatory motives and that its actions were really based on Morgan's alcoholism. Id . at 802-05. Pretext "means a dishonest explanation, a lie rather than an oddity or an error." Farrell v. Butler Univ. , 421 F.3d 609, 613 (7th Cir. 2005). Morgan can show pretext by demonstrating "such weaknesses, implausibilities, inconsistencies, incoherencies, or contradictions in the employer's proffered legitimate reasons for its action that a reasonable factfinder could rationally find them unworthy of credence." Morgan v. ...

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