PJC Business

PJC 107.9

E MPLOYMENT

COMMENT When to use. PJC 107.9 should be used for a claim that an employer retaliated or discriminated against an employee for engaging in conduct protected by Tex. Lab. Code §21.055. See also Burlington Northern & Santa Fe Railway Co. v. White , 548 U.S. 53, 61–64 (2006) (holding antiretaliation provision under title VII not limited to discriminatory actions that affect terms and conditions of employment). Source of question. PJC 107.9 is derived from Tex. Lab. Code §21.055. The substance of the permissive inference portion of the question is derived from Ratliff v. City of Gainsville , 256 F.3d 355, 360–62 (5th Cir. 2001), and Reeves v. Sanderson Plumbing Products, Inc. , 530 US 133, 148 (2000). Broad-form submission. PJC 107.9 is a broad-form question designed to be accompanied by one or more appropriate instructions. Tex. R. Civ. P. 277 requires that “the court shall, whenever feasible, submit the cause upon broad-form questions.” Tex. R. Civ. P. 277; see Thota v. Young , 366 S.W.3d 678, 689 (Tex. 2012) (rule 277’s use of “whenever feasible” mandates broad-form submission in any or every instance in which it is capable of being accomplished). For further discussion, see PJC116.2 regarding broad-form issues and the Casteel doctrine. Causation standard. Tex. Lab. Code §21.055 contains no express standard of causation in retaliation cases. Courts have adopted a “but for” causation standard. See Pineda v. United Parcel Service, Inc. , 360 F.3d 483, 488–89 (5th Cir. 2004) (holding that the “motivating factor” causation standard applicable to claims under Tex. Lab. Code §21.125 does not apply to retaliation claims under section 21.055); Herbert v. City of Forest Hill , 189 S.W.3d 369, 377 (Tex. App.—Fort Worth 2006, no pet.) (“A plaintiff asserting a retaliation claim must establish ... a ‘but for’ causal nexus between the protected activity and the employer’s prohibited conduct.”); Thomann v. Lakes Regional MHMR Center , 162 S.W.3d 788, 799 (Tex. App.—Dallas 2005, no pet.) (“To prove a causal connection between her filing the complaint and the termina tion of her employment, Thomann must show that ‘but for’ filing the complaint, her employment would not have been terminated when it was.”). If there is a dispute about whether an adverse employment action occurred or whether the plaintiff undertook a protected activity, a predicate question may be required on these fact issues. Imputing bias of someone other than final decisionmaker to employer (“cat’s paw theory”). For discussion on imputation of a non-decisionmaker’s bias to the employer under the “cat’s paw theory,” please see the Comments to PJC 107.6. The cat’s paw theory has been considered in the retaliation context. In re Parkland Health & Hospital System Litigation , No. 05-17-00670-CV, 2018 WL 2473852 at *11 (Tex. App.—Dallas June 4, 2018) (citing Zamora v. City of Houston , 798 F.3d 326, 332 (5th Cir. 2015) (noting distinction in causation standard between “a motivating factor” and “but for” causation)).

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