Judge: Mark C. Kim, Case: NC061639, Date: 2023-01-12 Tentative Ruling

Case Number: NC061639    Hearing Date: January 12, 2023    Dept: S27

1.     Background Facts

Plaintiff, Eversoft, Inc. dba HD Chem filed this action against Defendants, Gary Erlandson and Butler Chemicals, Inc. for damages arising out of Erlandson’s alleged taking of trade secrets from Plaintiff and using them in his employment with competing company, Butler.  Erlandson filed a cross-complaint against Eversoft for employment-based claims.    

 

2.     Motion for Leave to Amend

a.     Relief Sought

Eversoft seeks leave to add a claim for “breach of the duty of undivided loyalty” to its cross-complaint.  The proposed cause of action alleges Erlandson breached his duty of undivided loyalty to Eversoft when he solicited a prospective client on behalf of Butler Chemicals while still employed with Eversoft.    

 

b.     Procedural Posture of Motion

Notably, Eversoft takes the position that the duty of undivided loyalty was, at all times, implicated by way of its breach of fiduciary duty cause of action.  It is making this motion because, at the 12/02/22 hearing re: jury instructions, in light of the parties’ disagreement concerning the scope of Erlandson’s duties to Eversoft, the Court ordered Eversoft to make a motion for leave to add a claim for breach of the undivided duty of loyalty so the issue of whether or not such duty is owed could be fully briefed by the parties. 

 

Because of the procedural posture of this motion, the Court declines to consider Erlandson’s various arguments about delay and prejudice.  This is not a typical motion for leave to amend, but rather a motion to determine the scope of the duty owed by Erlandson to Eversoft in the interest of ensuring the trial moves forward swiftly.  The Court is ONLY concerned with the scope of that duty in ruling on this motion.

 

c.     Parties’ Positions

Eversoft cites Labor Code §2863, Stokes v. Dole Nut Company (1995) 41 Cal.App.4th 285, 295 and Hanger Prosthetics & Orthotics, Inc. (E.D. Cal. 2008) 556 F.Supp.2d 1122, 1142 to support its position that such duty is owed.  Erlandson cites Fowler v. Varian Assoc., Inc. (1987) 196 Cal.App.3d 34, 41 and Sequoia Vacuum Systems v. Stransky (1964) 229 Cal.App.2d 281, 287 to support his position that only managerial employees owe a duty of undivided loyalty to their employees; he contends that he, as a non-managerial employee, owed no such duty.

 

d.     Analysis

Labor Code §2863 provides, “An employee who has any business to transact on his own account, similar to that intrusted to him by his employer, shall always give the preference to the business of the employer.” 

 

Fowler held, in pertinent part:

Varian contends that Fowler's actions constituted a breach of the duty of loyalty and, thus, good cause for discharge. In opposition, Fowler contends that his involvement with Omega was simply a permissible effort to seek other employment. While California law does permit an employee to seek other employment and even to make some “preparations to compete” before resigning (Bancroft-Whitney Co. v. Glen (1966) 64 Cal.2d 327, 346 [49 Cal.Rptr. 825, 411 P.2d 921, 24 A.L.R.3d 795]), California law does not authorize an employee to transfer his loyalty to a competitor. During the term of employment, an employer is entitled to its employees' “undivided loyalty.” (Sequoia Vacuum Systems v. Stransky (1964) 229 Cal.App.2d 281, 287 [40 Cal.Rptr. 203].) Because Fowler preferred Omega's interests to Varian's, Varian had good cause to discharge him.

 

Fowler does not help Erlandson.  Nothing in the Fowler opinion purports to limit the duty at issue to managerial employees.  While Fowler happened to involve a managerial employee, the case uses the term “employees” broadly, and does not limit the duties at issue to managerial employees.  Similarly, Sequoia happened to involve a managerial employee, but does not purport to limit any duties to managerial employees only. 

 

Erlandson failed to cite any case authority holding that a non-managerial employee does not owe a duty of loyalty to his or her employer.  Labor Code §2863 is to the contrary, and is statutory law.  The motion or leave to amend is therefore granted. 

 

3.     Final Status Conference

The parties are reminded that the FSC is scheduled to go forward concurrently with the hearing on the above motion.