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EEO Update - Making sure all your bases are covered

EEO Update - Making sure all your bases are covered

Speaker: Rachel Drew, Associate, Macrossans Lawyers

This presentation will address:

  1. What does equal employment opportunity mean? What are the sources of EEO law?;
  2. New developments in Anti-Discrimination legislation;
  3. Application of EEO policies in your workplace; and
  4. Emerging current EEO issues relating to parents and carers.

Meaning of equal employment opportunity and development of legal framework

Equal employment opportunity is the principle that factors unrelated to a person's capacity to perform a job, for example, race, gender, political opinion, marital status, or sexual orientation of a person, should not be taken into account by employers when making decisions about employees.

The origins of EEO law arise from international conventions dealing with the elimination of discrimination. The concept of EEO in Australian legislation was first seen in the Affirmative Action (Equal Employment Opportunity for Women) Act 1986 which required employers to actively promote equal opportunity for women.

The law of EEO is now primarily sourced in discrimination legislation.  We have a dual system of anti-discrimination law comprising Federal and State elements with a degree of overlap.

  • Commonwealth legislation comprises a series of Acts:

Racial Discrimination Act 1975

Sex Discrimination Act 1984

Disability Discrimination Act 1992

Human Rights and Equal Opportunity Act 1986

Workplace Relations Act 1996

Age Discrimination Bill currently before parliament (Intro 26/6/03)

Queensland legislation is contained in the Anti-Discrimination Act 1991 and the Industrial Relations Act 1999.

Legislative framework - anti-discrimination legislation Commonwealth and State

Essential features of the various discrimination legislation is that they prohibit less favourable treatment of a person on the basis of an attribute in certain areas of activities unless an exemption applies.

The prohibition is against both direct and indirect discrimination.

  • Direct discrimination includes accepting only female applicants for a secretarial position;
  • Indirect discrimination includes a uniform requirement which obliges a Muslim woman to remove the headwear she is required to wear as part of her religion.

In the employment context, anti-discrimination legislation prohibits discrimination in the processes for interviewing and making decisions about offering work and in relation to decisions made about existing employees. The legislation applies to decisions affecting:

  • Arrangements for deciding who should be offered work; Terms of work offered;
  • Failing to offer work; Denying access to occupational or training programmes; Varying the terms of work; Denying or limiting access to opportunities for promotion, transfer, training or
other benefits;
  • Dismissing a worker; Treating a worker unfavourably in any way in connection with work. There are a number of exemptions from discrimination in the employment context. It is
  • lawful to make a decision about employment based on one of the attributes where: There is a genuine occupational requirement that an employee should not possess one of the attributes or an aspect of the attributes; The steps the employer would have to take to avoid discriminatory conduct would cause unjustifiable hardship to the employer;
  • The employment is for residential domestic services; The employment is with children.

Legislative framework - Commonwealth Workplace and State Industrial Relations legislation

The Commonwealth and State industrial legislation each address equal employment opportunity by providing protection against discrimination for employees in relation to termination of employment.

Both the Commonwealth Workplace Relations Act and the Queensland Industrial Relations Act prohibit dismissal on the basis of discrimination.

The effect of this is to provide jurisdiction to the Industrial Relations Commissions to deal with complaints of discrimination, where the discrimination has resulted in a dismissal. A dismissed employee has the option of proceeding under either the discrimin ation or Industrial Relations legislation. 

The Acts also offer protection for sick or injured workers in relation to termination, prohibiting employers from dismissing a worker for a temporary absence from work because of illness. A temporary absence is an absence where the employee has provided a medical certificate (for an absence of more than 2 days) and the total unpaid absence in a year is less than 3 months.

New developments in Commonwealth Sex Discrimination Act 1984 (Cth)

The Sex Discrimination Act 1984 has recently been amended to explicitly recognise breastfeeding as a potential ground of unlawful discrimination.  The amendments also clarify provisions about asking questions about pregnancy or potential pregnancy and using pregnancy-related medical information.

It is now clear that the Commonwealth legislation makes it unlawful to ask women for information about pregnancy or potential pregnancy in the employment context. For example, because it is unlawful to refuse to employ a woman because she is or may become pregnant, it is unlawful to ask a woman in a job interview whether she is pregnant or about her plans for pregnancy, where the answers may affect the decision.

The legislation also clarifies that requests for medical information about a woman's pregnancy or potential pregnancy may only be sought for legitimate reasons such as for occupational health and safety purposes.

New developments in Queensland Anti-Discrimination legislation

Significant amendments have also been made to the Queensland legislation.  The amendments were made in December 2002 in response to a perception that the categories of protection in the Act no longer reflected community expectations of anti­discrimination legislation.

Most significantly, the changes expanded the list of attributes protected from discrimination. The current, expanded list of attributes is (with the new or altered attributes marked with an asterisk):

  • Sex Religious belief or activity
  • Relationship status * Gender identity*
  • Pregnancy Sexuality *
  • Parental Status Family responsibilities *
  • Breastfeeding Political activity or belief
  • Age Trade Union activity
  • Race Lawful sexual activity
  • Impairment

The changes include:

  • Introducing a new attribute of "family responsibilities" aimed at expanding the categories of people to whom employees may owe duties and prohibiting less favourable treatment on the basis that an employee has those responsibilities (for example, care of an aged parent or de facto partner);
  • Introducing a new attribute of "sexuality" which widens the basis for the prohibition of discrimination on the basis that a person is not heterosexual;
  • Introducing a new attribute of "gender id entity" to prohibit discrimination on the basis of whether a person is of transgender identity or of an intersex gender;
  • The attribute of "religion" has been clarified to include protection for "holding or not holding a religious belief" and "engaging in, not engaging in or refusing to engage in a lawful religious activity" to cover people with no religious belief, such as atheists;
  • Prohibiting discrimination on the basis of "breastfeeding" in all areas covered by the Act including employment, where pre viously it was limited to a prohibition on discrimination in the goods and services area;
  • Removing specific exemptions for religious bodies and non-state school authorities, but clarifying that the genuine occupational requirement exemption would apply where a religious school wanted to employ persons of a particular religion to teach in a school established for students of the particular religion; and
  • Extending the remedies that the Anti-Discrimination Tribunal may order by specifically providing that the Tribunal has the power to order apologies and

retractions (both private and public) and to order employers to implement programs to eliminate unlawful discrimination.

As a point of interest, the Act does not prevent discrimination in relation to the provision of assisted reproductive technology services if the discrimination is on the basis of marital status or sexuality (for example, if a person is in a same sex relationship). The purpose of this amendment is to continue to allow medical practitioners to make decisions about access to reproductive technology.

COVERING YOUR BASES

Application of policies

The concept of equal employment opportunity must be applied to every policy operating in the workplace, in particular disciplinary policies and dress codes.  All workplace policies should be carefully drafted to avoid breaching the anti-discrimination laws.

An EEO program is a program designed to eliminate discrimination and to promote equal opportunity in relation to employment matters such as recruitment, promotions, transfers, training, and remuneration. In most cases, if an employer has an EEO policy it reads more like a statement rather than a practical policy. Developing that kind of policy statement is useful to present in the defence of a complaint of harassment.

The policy statement can be as simple as:

It is the policy of the employer to promote and ensure equal employment opportunity for all persons regardless of sex, age, race, disability or impairment, religious, political or trade union activity, family responsibilities, parental status, lawful sexual activity or sexual orientation. In order to achieve this policy, staff at all levels must be aware and understand these principles and efforts. This awareness and understanding will apply to all personnel decisions, practices and personal interactions among staff.

The statement might also include:

  • A statement of who is responsible for the application of the policy and where staff may take their complaints;
  • Reference to related policies, such as a Grievance Policy, Code of Conduct, Bullying and Sexual Harassment policies;
  • Reference to particular classes of employees who the employer has identified as requiring affirmative action.

Welfare measures and affirmative action

There may be instances where an employer wants to establish an affirmative action policy for particular, for example a community organisation for people with disabilities might want to give special consideration to employing people with disabilities.

The Queensland legislation specifically provides that:

S104    A person may do an act to benefit the members of a group of people with an attribute for whose welfare the act was designed if the purpose of the act is not inconsistent with this Act.

S105    A person may do an act to promote equal opportunity for a group of people with an attribute if the purpose of the act is not inconsistent with this Act, only until the purpose of equal opportunity is achieved.

Those provisions allow the employer to take affirmative action to establish equal employment opportunity, but also to promote unequal opportunities in favour of people with attributes the Act is intended to protect.

There are similar provisions in the Commonwealth set of Acts.

These types of policies should be applied consistently, but flexibly. Ensure that the policy is applied to each situation that arises, but take into account the individual's particular circumstances.

Exemptions from discrimination

The primary exemptions from discrimination in relation to employment relate to the concept of "genuine occupational requirement" and unjustifiable hardship.

Genuine occupational requirement

If an employer wants to exclude a person with a certain attribute from employment, the employer must be able to show the decision to exclude was made on the basis of:

  • a dispassionate consideration of the inherent requirements of the position;
  • failure of reasonable attempts to accommodate the individual; and
  • identification of clear reasons why the attribute did or would prevent the person from fulfilling the requirements of the position. For example, using membership of a particular political party as a criterion for a position as an adviser to a political party or a worker in the office of a member of Parliament.

The most important step in this process is consideration of the inherent requirements of the position. For example, is it necessary that an employee colour vision or vision in both eyes to do their job.  For an office job, probably not, and there have been cases relating to firemen and railway guards which have found that those disabilities are not genuine occupational requirements.

There is specific provision in the State Act to allow an employer to fix reasonable terms in relation to an employee or prospective employee who, because of an impairment ­

has a restricted capacity to do work genuinely and reasonably required for the

position; or requires special conditions in order to be able to do the work.

Unjustifiable hardship

If, in order to avoid discriminatory conduct, an employer must supply special services or facilities, the employer may be able to object against that supply where the special consideration necessary to avoid discrimination would impose unjustifiable hardship. The question of whether the requirements impose unjustifiable hardship depends on all the relevant circumstances, including ­

  • the nature of the special services or facilities;
  • the cost of supplying the special services or facilities and the number of people who would benefit or be disadvantaged;
  • the financial circumstances of the person;
  • the disruption that supplying the special services or facilities might cause; and
  • the nature of any benefit or detriment to all people concerned.

For example, it would be discriminatory for a company to refuse to employ a person in a wheelchair on the basis that there is no appropriate access to the place of employment. However, it is not unlawful to discriminate on tha t ground if supplying access would be very expensive or would impose another significant hardship on the company.

The size and financial capacity of the person seeking to rely on this exemption is relevant. For example, it is unlikely a state government department or authority could not rely on this exemption as they have significant financial resources available to them. On the other hand, a small business operated from rented premises may be able to successfully rely on the exemption because of the expense and inconvenience would be out of proportion to the benefit conferred.

PARENTS AND CARERS - THE EMPLOYER'S RESPONSIBILITY?

Legislative basis

There have been numerous cases in the last couple of years dealing with the responsibilities of employers in relation to employees who have returned from maternity leave or are attempting to balance their work and family responsibilities.

Employers are prohibited from discrimination on the basis of the responsibilities of a person to care for members of their family.

The various legislation deals with the issues slightly differently:

  • Commonwealth -Sex Discrimination Act prohibits discrimination on the basis of family responsibilities, pregnancy and breastfeeding;
  • Queensland - Anti-Discrimination Act prohibits discrimination in employment on the basis of family responsibilities, parental status and breastfeeding;
  • Other State legislation - prohibition against discrimination on the basis of a person's status as parent or carer.

Both the Commonwealth and Queensland legislation provides a very wide scope for prohibition from discrimination in this area. In relation to the attribute of family responsibilities, both the Sex Discrimination Act and the Anti-Discrimination Act defines family responsibilities to mean the responsibility to care for or support a dependent child or a member of the immediate family who is in need of care or support.

Immediate family means a spouse or former spouse, a child of the person or the person's spouse or former spouse, including stepchild, adopted child, or past or present foster child, or a parent, grandparent, grandchild or sibling of the person or the person's spouse or former spouse.

Full-time workers returning to part-time work

  • General rule - no obligation to accept a part-time worker in a full-time role
  • BUT - numerous exceptions

Hickie v Hunt & Hunt

A termination of the contract of a female partner in a law firm where the firm indirectly imposed a condition that to retain her practice, she must work full time after returning from a period of 5 months maternity leave

A condition which a higher proportion of females could not comply

Amery -v- New South Wales

  • 13 women teachers resigned from permanent work due to family responsibilities.
  • They returned to work on a casual basis and received a lower rate of pay for work of equivalent value to that which they had previously performed.
  • Indirect discrimination on the basis of gender in terms and condition of employment.
  • The requirement of permanent status in order to attract higher rate of pay was a condition that a substantially higher proportion of males could meet.

Bogle -v- Metropolitan Health Service Board

  • Ms Bogle held a supervisory role as a clinical charge nurse in a dental health facility.
  • She took parental leave.
  • On her return, she sought to work part time on a job share basis.
  • The Health Facility declined her request and offered lower paid duties if she wished to work part time.
  • The facility offered 10 reasons as to why a part time job share arrangement in a supervisory position would be impracticable. The reasons related, amongst other things, to questions of clinical efficiency, risk and cost.
  • Indirect discrimination on the basis of sex, marital status and family responsibilities.
  • The 10 reasons were dismissed on the basis that there was not much likelihood that any harm would be done because of the part time/job share arrangement and that although there would be additional cost, it was not unreasonable to requirement the employer to bear it.
  • Considered the entrenched historical belief system and attitudes of the institution.

Found they made their decision on that basis rather than on any objective analysis of the situation.

Gardiner v New South Wales Workcover Authority

  • Gardiner employed but told WorkCover offices would be moved to Gosford in 2002
  • WorkCover told Gardiner she could not remain in Sydney, but they would attempt to accommodate her responsibilities
  • Caring responsibilities included generally meeting the physical, emotional and psychological needs of children - tucking them in, not just taking them to school
  • Was indirect discrimination - substantially higher proportion of managers without caring responsibilities will be able to meet requirement
  • Was it reasonable to require that she work from Gosford
  • Recognising the employer's attempts to accommodate the worker, the Tribunal found the requirement to be reasonable

CONCLUSION

Covering your basis involves:

  • Knowing and understanding the relevant legislation and being aware of exemptions and giving unbiased consideration of whether the exemption applies;
  • Distributing and consistently applying the policies in the workplace to ensure the workplace culture reflects the motives behind the policies;
  • Managing the policies to ensure they reflect the current needs of the employer and to ensure staff are aware of their terms and existence.