1988, Equality in Employment and Occupation: Chapter III. Inherent requirements of a particular job and measures not deemed to be discrimination


Description:(General Survey)
Convention:C111
Recommendation:R111
Subject classification: Non-discrimination (Employment and Occupation)
Subject classification: Women
Document:(Report III Part 4B)
Session of the Conference:75
Subject: Equality of Opportunity and Treatment
Display the document in:  French   Spanish
Document No. (ilolex): 251988G05

Chapter III. Inherent requirements of a particular job and measures not deemed to be discrimination

General

124. As noted above, (Endnote 1) not all distinctions, exclusions or preferences are deemed to be discrimination within the meaning of the Convention. The following measures are not deemed to be discrimination: measures based on the inherent requirements of a particular job (Article 1, paragraph 2); measures warranted by the protection of the security of the State (Article 4), and lastly, measures designed for protection or assistance (Article 5), including measures of protection and assistance provided for in other Conventions or Recommendations adopted by the International Labour Conference (paragraph 1), and special measures, defined as non-discriminatory after consultation with representative employers' and workers' organisations, which are designed to meet the particular needs of persons who are recognised to require special protection or assistance (paragraph 2).

Section 1. Inherent requirements of a particular job

125. In the terms of Article 1, paragraph 2, of the Convention, "any distinction, exclusion or preference in respect of a particular job based on the inherent requirements thereof shall not be deemed to be discrimination." The promotion of equality of opportunity and treatment envisaged by the Convention requires that access to training, employment and occupation be based on objective criteria defined in the light of academic and occupational qualifications required for the activity in question. (Endnote 2) Normally, these requirements do not constitute discrimination under the terms of the Convention; they fall beyond its scope. Problems regarding the distinction between illegal discrimination and the inherent requirements of a particular job may arise in one of two ways: either a required qualification does not prove to be inherent to the job in question and constitutes discrimination even though explicit reference is not made to one or more of the grounds laid down in the Convention; or, a distinction based on one or more of these grounds is explicitly required as a necessary qualification. Thus, the exception allowed for in Article 1, paragraph 2, of the Convention, must be interpreted strictly, so as not to result in undue limitation of the protection which the Convention is intended to provide. Available information highlights two points of interest: the scope of this exception, i.e. a particular job, and the definition of "inherent requirements" of a particular job.

126. It appears from the preparatory work and the text of the Convention as ultimately adopted, that the concept of "a particular job" refers to a specific and definable job, function or task. Any limitation within the context of this exception must be required by the characteristics of the particular job, and be in proportion to its inherent requirements. Certain criteria may be brought to bear as inherent requirements of a particular job, but they may not be applied to all jobs in a given occupation or sector of activity, and especially in the public service, without coming into conflict with the principle of equality of opportunity and treatment in occupation and employment. In this connection, the Committee recalls the indication in a previous General Survey that although "it may be admissible, in the case of certain higher posts which are directly concerned with implementing government policy, for the responsible authorities generally to bear in mind the political opinions of those concerned, the same is not true when conditions of a political nature are laid down for all kinds of public employment in general or for certain other professions: for example, when there is a provision that those concerned must make a formal declaration of loyalty and remain loyal to the political principles of the regime in power". (Endnote 3) Thus, systematic application of requirements involving one or more of the grounds of discrimination envisaged by the Convention, to a category of persons defined by their status or their employment in an enterprise, irrespective of the aptitude of these persons to carry out the tasks assigned to them, does not correspond to the inherent requirements of a particular job. (Endnote 4)

127. Likewise, the general exclusion of certain jobs or occupations from the scope of measures designed to promote the principle of equality of opportunity and treatment is contrary to the Convention, for it applies to all jobs and occupations. (Endnote 5) Certain laws on equality of opportunity and treatment in employment and occupation leave certain categories of employment or jobs performed in certain conditions outside their scope, e.g. domestic employment or jobs in which the worker resides in the employer's home. (Endnote 6) In the United Kingdom the provisions which excluded household employment and employment in enterprises of five or fewer employees regardless of the nature of their activity, from the scope of the 1975 Act on Sex Discrimination, have been repealed. (Endnote 7) Noteworthy among provisions establishing an absolute exemption are those which concern charitable or philanthropic organisations, non-profit associations, church-run schools and organisations whose primary activity is to promote the well-being of a religious or ethnic group. (Endnote 8) Unless such provisions stipulate that this exception must be based on an occupational requirement or qualification which is reasonable and bona fide in the circumstances, (Endnote 9) the application of this exception may lead to discrimination as defined by the Convention. In the case of a religious, ethnic or political institution, the inherent requirements of a particular job must also be evaluated in the light of the actual bearing of the tasks performed on the institution's specific objectives. (Endnote 10) The Committee has stated that criteria such as political opinion, national extraction and religion may be taken into account in connection with the inherent requirements of certain posts involving special responsibilities, but that if carried beyond certain limits, this practice comes into conflict with the provisions of the Convention. (Endnote 11)

128. Many labour laws do not provide explicitly for any exception to the principle of equality of opportunity and treatment in employment. There are, however, many provisions which introduce distinctions based on sex or age, generally in the form of specific provisions applicable to women or young workers; in general, these provisions come under the exception provided for in Article 5 of the Convention. Legislation seeking to eliminate racial or sexual discrimination often contains explicit conditional exemptions to the principle of non-discrimination, in the form of either general provisions or lists of jobs or types of jobs for which a criterion such as sex may be retained as an inherent requirement; or they may combine both approaches, in which case a number of jobs are listed by way of illustration.

129. Among general provisions, some refer to the concept of bona fide or legitimate grounds to justify an exception to the principle of equality. (Endnote 12) In other countries a general provision authorises a distinction in treatment based on one of the criteria envisaged by the Convention, where this criterion constitutes an essential requirement for the activity or a bona fide occupational qualification. (Endnote 13) One of the difficulties encountered in the application of such general provisions resides in the burden of proof. As a general rule, the employer is required to prove that the special treatment is justified by objective reasons unrelated to a discriminatory criterion, or that this criterion constitutes an essential requirement for the work involved. In the Federal Republic of Germany, as regards disputes arising from distinctions based on sex, the worker is to establish facts that afford grounds for assuming the existence of discrimination, while it is for the employer to prove that differences in treatment are justified on grounds unrelated to sex. (Endnote 14) Given the general nature of such provisions, information concerning their application in practice, and especially their interpretation by the courts, is required to ensure that they fall within the scope of the exception established in Article 1, paragraph 2, of the Convention.

130. Sometimes it is activities and not jobs, strictly speaking, which are presumed to qualify as exceptions when the worker's sex is held to be an essential requirement for the service in question. In certain countries the recruitment of one sex to the exclusion of the other for certain activities in the fields of fashion, art or entertainment is not deemed discrimination when this limitation is essential, inasmuch as the sex of the person concerned leads to a qualitative difference in the nature of the service or work. (Endnote 15) In several countries a person's sex is considered an occupational requirement or a genuine occupational qualification for certain kinds of jobs. This is generally the case when physiological factors (strength and physical endurance generally being excluded), (Endnote 16) or reasons of authenticity, aesthetics or tradition (as in the case of entertainment) inherent in the job, require a person of one sex rather than the other. (Endnote 17) Pursuant to the terms of certain national legislation, considerations of decency and privacy may, in certain circumstances (physical contact, use of sanitary facilities, etc.), constitute a valid criterion for defining qualifications. (Endnote 18) The nature of the establishment in which the work is to be performed is also mentioned as a valid criterion in determining qualifications. (Endnote 19) In order to fall within the scope of the exception provided for in Article 1, paragraph 2, of the Convention, these criteria must in a concrete way correspond to the inherent requirements of a given job. (Endnote 20) In the United Kingdom, the law specifies that exceptions to equality between men and women, based on considerations of privacy and decency, or the nature of the establishment, shall not apply to the filling of vacancies when the employer already has employees of a particular sex who are capable of carrying out the duties envisaged, who can be reasonably assigned to these tasks, and who are sufficient in number to meet the employer's likely requirements in respect of those duties withou undue inconvenience. (Endnote 21)

131. Certain provisions permit the government, following consultation with workers and employers, to identify jobs whose characteristics justify recourse to requirements based on sex, race, colour, religion or political opinion. In Spain, exceptions, reservations or preferences in recruitment which do not come under the prohibition of discrimination on several specified grounds must be laid down by legislation. (Endnote 22) In Australia, regulations issued by the Governor-General may indicate sex as a valid criterion for a given job. (Endnote 23) In Denmark, Ministers may determine which jobs shall be exempt from the principle of equality, based on the importance of recruiting a person of a particular sex for the performance of certain types of jobs. (Endnote 24) In other cases, the legislature or the government may, after consulting with employers' and workers' representative bodies, draw up a list of jobs for which consideration of a criterion mentioned in the Convention shall not be deemed discriminatory, owing to the nature of the job and the conditions in which it is performed. In Luxembourg the Government may, after consultation with the parties concerned, identify cases in which a particular sex may be required for a particular employment, training or occupational activity, owing to the nature or conditions of the activity in question. (Endnote 25)

132. In a certain number of cases, an exception to the principle of equality is based on the fact that what is normally a criterion for illegal discrimination, may constitute a bona fide occupational requirement or qualification, or a reasonable occupational qualification, either for specifically designated jobs or categories of jobs, or for all employment. In general, where jobs are identified by name, there is a presumption that preferences, distinctions or exclusions applying to a job or a limited category of jobs, are a bona fide occupational requirement. Where however the notion of bona fide occupational requirements applies to all employment, the burden of proof lies with the employer. Certain national legislation defines the scope of the concept of bona fide occupational requirement or qualification: (Endnote 26) qualifications which make it necessary to hire only persons of a given sex or age bracket, or persons possessing certain physical capabilities which are required to ensure that the nature of the work in question is not affected, or that the tasks involved are carried out safely, or in connection with tasks whose performance is essential to the primary objectives of the enterprise. It is not enough that the employer believes sincerely that the candidate must meet certain conditions to be eligible for the job: there are no bona fide occupational requirements other than those which the employer is able to substantiate. These same provisions also point to a number of unacceptable requirements: the evaluation of an individual's competence for a given task based on stereotypes of the category or group to which the person belongs, rather than on his or her merit and personal competence; requirements based on the preferences of employees and clients, except as regards purposes of authenticity; (Endnote 27) requirements stipulating that tasks should be accomplished in a particular way, when there are other reasonable ways of performing the same tasks; qualifications based on a distinction between "heavy work" and "lightwork", which amount to a veiled distinction between the sexes that may unfairly and unreasonably impede the promotion of women to jobs to which they would otherwise have access, etc. The various laws which make reference to the exception based on bona fide occupational requirements do not apply to all grounds for discrimination, but are generally limited to physical or mental disability, sex, religion and age. Thus, there is no exception to the principle of equality of opportunity and treatment in employment and occupation with regard to the grounds which are not explicitly referred to in the legislation: such other grounds are in a general and absolute way deemed discriminatory. (Endnote 28)

133. In Canada, the Canadian Human Rights Commission has published guide-lines concerning the interpretation of the term "bona fide occupational requirements", which are based on three main concepts: essential tasks, individual competence and reasonable accommodations. (Endnote 29) In the first place, the enterprise may base job requirements only on the job's essential tasks. Secondly, the competence of each person who applies for the job must be assessed fairly, and the employer may not refuse to examine the applications of persons who belong to certain categories. Lastly, to the extent possible, the enterprises must be prepared to make the necessary accommodations to permit disabled persons and the adherents of certain religions to modify their work schedules, or to exchange certain non-essential duties with other employees. In order to demonstrate that the necessary adaptations are not reasonable, the enterprise may cite undue hardship, whether related to financial cost or business inconvenience. (Endnote 30) The concept of reasonable accommodation is considered a fundamental principle of equality of access to employment, for it takes account of limitations and special needs which may lend themselves to unlawful distinctions, especially as regards religion or disability. Indeed, the unjustified refusal to undertake such adaptations may in itself constitute an act of discrimination.

Section 2. Measures affecting an individual who is suspected of activities prejudicial to the security of the State

134. In accordance with Article 4 of the Convention, "any measures affecting an individual who is justifiably suspected of, or engaged in, activities prejudicial to the security of the State shall not be deemed to be discrimination, provided that the individual concerned shall have the right to appeal to a competent body established in accordance with national practice. (Endnote 31) As an exceptional clause, Article 4 must be applied stricto jure in order to avoid undue limitations on the protection which the Convention seeks to guarantee. Very little information has been communicated by governments as regards the conditions and criteria of application of Article 4 of the Convention. Given the impact which the application of this Article may have on the practical implementation on the principle of equality of opportunity and treatment in employment and occupation, the Committee considers it necessary to recall certain observations it has formulated previously.

135. Firstly, measures not to be deemed discriminatory under Article 4 must be measures affecting an individual on account of activities he or she is justifiably suspected or proven to have undertaken. The Committee has previously noted that Article 4 of the Convention "excludes, first of all, any measures taken not because of individual activities but by reason of membership of a particular group or community; such measures could not be other than discriminatory." (Endnote 32) Secondly, the exception provided for in Article 4 refers to activities qualifiable as prejudicial to the security of the State, whether such activities are proved or whether concurring and precise presumptions justify suspecting such activities. (Endnote 33) Therefore, the expression of opinions or religious, philosophical or political beliefs is not a sufficient base for the application of the exception justified by activities prejudicial to the security of the State. (Endnote 34) It should be recalled that the protection afforded by the Convention is not limited to differences of opinion within the framework of established principles, and that if certain doctrines are aimed at fundamental changes in the State's institutions, this does not constitute a reason for considering their propagation beyond the protection of the Convention, provided those who may advocate such doctrines do not resort to violent methods to bring about such changes. (Endnote 35)

136. Thirdly, measures intended to safeguard the security of the State within the meaning of Article 4 of the Convention must be sufficiently well defined and delimited to ensure that they do not become discrimination based on political opinions or religion, which would defeat the Convention's primary objective, namely to promote equality of opportunity and treatment in employment and occupation. (Endnote 36) The Committee has previously emphasised that Article 4 of the Convention "rests on the protection of the "security of the State", the definition of which should be sufficiently narrow to avoid the risk of coming into conflict with any policy of non-discrimination. (...) while some national provisions appear at first sight to contain a sufficiently precise definition of what constitutes a threat to the security of the State, others are couched in such broad terms (covering for example lack of "loyalty", "the public interest", "anti-democratic" behaviour, membership in or support of certain political movements, etc.) that in the absence of detailed information as to their application in practice it is not possible to be certain that use might not be made of them for reasons related solely to political opinion." (Endnote 37) The application of measures intended to protect the security of the State must be examined in the light of the bearing which the activities concerned may have on the actual performance of the job, tasks or occupation of the person concerned. Otherwise, there is a danger, and even likelihood, that such measures entail distinctions and exclusions based on political opinion or religion, which would be contrary to the Convention. (Endnote 38)

137. In addition to these substantive conditions intended to guarantee that measures adopted in practice are not discriminatory within the meaning of the 1958 instruments, there is also a procedural guarantee: the right of the person affected by the measures described in Article 4 of the Convention, "to appeal to a competent body established in accordance with national practice." Existence of a right of appeal, while constituting a necessary condition for the application of the exception to the principle of the Convention, (Endnote 39) is however not sufficient in itself. (Endnote 40) Bearing on the observance of the substantive conditions mentioned in the preceding paragraphs, the right of appeal cannot be considered as a guarantee in accordance with the provisions of Article 4 of the Convention, unless those substantive conditions have been met. In a previous Survey, the Committee already stated that "enforcement through the courts will not suffice to guarantee the application of the standards embodied in the 1958 instruments in this respect if the provisions which the courts have to apply are themselves incompatible with these standards." (Endnote 41) The reference to "a competent body established in accordance with national practice" clearly implies that a variety of systems may be used to permit the exercise of this right of appeal. Appeals may follow the normal procedural rules of judiciary or administrative courts. In certain cases, special procedures, often established under emergency legislation, are provided for the examination of measures taken. Compliance with Article 4 of the Convention must be examined on a case-by-case basis so as to ascertain that certain minimum conditions are met. There must be an appeals "body" which is separate from the administrative or governmental authority, and which offers a guarantee of objectivity and independence. This body must be "competent" to hear the reasons for the measures taken against the person in question, and to afford him or her the opportunity to present his or her case in full. (Endnote 42)

138. In certain cases, the fact that one is suspected of activities prejudicial to the security of the State may entail the arrest and detention of the person concerned; pursuant to the provisions of labour or other legislation, this may lead to termination of the employment contract. In order to avoid this termination of employment contracts, provisions have been inserted into a collective agreement in Venezuela, with a view to protecting workers who are being detained by the police or the courts, by safeguarding their employment until their guilt has been established by a final judgement. (Endnote 43) If suspicions concerning a person alleged to have engaged in activities prejudicial to the security of the State are not confirmed during the course of the required procedures, the restrictions to the principle of equality of opportunity and treatment in employment and occupation must be lifted as regards the person concerned. The Canadian Human Rights Commission has proposed an amendment to the Canadian Human Rights Act which would institute an appeal to ensure that persons who have come under indictment do not incur discrimination because of a charge of a criminal offence regarding which they have not been convicted. (Endnote 44)

Section 3. Special measures of protection or assistance

139. There are two kinds of special measures of protection or assistance envisaged in Article 5 of the Convention: measures of protection and assistance provided for in international labour Conventions and Recommendations, and measures taken after consultation with employers' and workers' organisations which are designed to meet the particular requirements of persons or groups of persons who require special protection or assistance.

Subsection 1. Measures provided for in international labour standards

140. Ratification of Convention No. 111 is not to come into conflict with the ratification or implementation of other instruments adopted by the International Labour Conference providing for special measures of protection or assistance. Under Article 5 of the Convention, distinctions or preferences which may result from the application of such measures shall not be deemed to be discrimination within the meaning of the Convention. This concerns, for instance, special measures which may be taken on behalf of indigenous populations or disabled or older persons, which are expressly recognised as non-discriminatory. (Endnote 45) It concerns also provisions intended to protect maternity or the health of women, which are contained in numerous international instruments of the ILO. (Endnote 46)

141. In the light of available information, the question of the relationship between the prohibition of night work for women and the principle of equality and opportunity of treatment in employment and occupation has been examined. The International Labour Conference has adopted three Conventions on night work of women in industry, (Endnote 47) and many States have dealt with the matter in statutory instruments. (Endnote 48) In most cases the rules prohibiting the employment of women at night provide for exceptions which permit the employment of women at night in the fields of health care (hospitals), hotels, restaurants, entertainment and amusements, and in commerce and offices. Moreover, these rules do not generally apply to women holding responsible managerial or technical posts. Since its most recent General Survey, the ILO has recorded nine denunciations of one or the other of the instruments prohibiting night work for women, including four by States which have ratified Convention No. 111: Chile, Hungary, Netherlands and New Zealand. (Endnote 49) In support of their denunciations, the Governments indicated that improvements in working conditions and changes in attitudes had eliminated the objective reasons which had originally motivated this protection, and that the ban on night work for women had come to be perceived as an inadmissible form of discrimination. (Endnote 50) Certain governments have also stated that these Conventions weaken the position of women on the labour market by diminishing demand for their services. (Endnote 51) Several countries have been debating in recent years the advisability of denouncing these Conventions. (Endnote 52) It has been argued that repeal of the prohibition would be considered as a means of enhancing productivity and of removing obstacles to equality of opportunity and treatment. (Endnote 53) The Governing Body of the ILO has decided to include the question of night work on the agenda of the 76th Session of the International Labour Conference (1989). (Endnote 54)

142. From the standpoint of Convention No. 111, eliminating the protection afforded to women by the ban on night work in industrial enterprises cannot be deemed the only measure necessary in order to promote equality of opportunity and treatment in employment and occupation. Other measures, such as a generalised prohibition of this form of work, considered intrinsically harmful to the health and life of all workers, (Endnote 55) whether men or women, accompanied by strict limitations established in consultation with employers' and workers' organisations in respect of night work indispensable to ensure essential services or imposed for technical reasons will satisfy the requirements of the promotion of equality. Rules adopted in application of the principles established in international Conventions concerning the night work of women in industry come under the provisions contained in Article 5, paragraph 1, of the Convention. The Committee is of the opinion that the promotion of equality of opportunity and treatment in employment and occupation, without discrimination based on sex, should not be sought at the expense of a degradation of working conditions, and much less be based on such a degradation. (Endnote 56) The International Labour Conference recalled that the "protection of women at work shall be an integral part of the efforts aimed at continuous promotion and improvement of living and working conditions of all employees". (Endnote 57) Equality of opportunity and treatment has been widely invoked with a view to legitimising efforts to eliminate the ban on night work for women, to the point of losing sight of other economic and social considerations which may exercise a certain influence in this area. (Endnote 58) In examining this question, the Commission of the European Communities considered that "discussion of the problem should no longer concern whether a job should be done by men or women, but rather the legitimacy and necessity of night work at all". (Endnote 59)

143. Maternity protection, in the form of leave before and after confinement and protection against dismissal, (Endnote 60) is in certain countries a standing and usual requirement offering varying degrees of protection, depending upon the country in question. (Endnote 61) In practice, however, maternity remains subject to discrimination when it is taken into account in considering applications for employment or as grounds for termination. (Endnote 62) It is also the source of indirect indiscrimination as regards working conditions. In a number of countries measures for the protection of maternity are considered as an exception or dispensation from the principle of equality. Maternity, however, is a condition which requires differential treatment to achieve genuine equality, and in this sense, it is more of a premise of the principle of equality than a dispensation. Measures of protection for maternity aim to protect the maternal function, rather than the woman herself, even if the two go hand in hand for biological reasons. (Endnote 63) The question of maternity protection goes beyond the sphere of protective legislation, "being related to national social factors, since it concern(s) a right and a function affecting the future of the entire community. It (is) considered necessary that special measures should be taken to enable women to fulfil their maternal role." (Endnote 64) Available information shows that in many countries very special consideration is accorded to maternity and pregnancy protection, and that often quite comprehensive measures have been adopted which in some cases go beyond the protection afforded by international Conventions. (Endnote 65)

144. A certain number of measures are undeniably related to what many countries (Endnote 66) consider as a legitimate need to protect women against the biological risks which they face as women. It will be necessary to maintain this protection until manufacturing processes have been modified so as to eliminate all biological risks which may affect women (or their unborn children), or until protective equipment which assures the same results is available, or until subsequent research has shown that initial fears were unwarranted. (Endnote 67) Certain countries have stated that maternity protection measures should be maintained and reinforced to comply fully with Convention No. 111, and to conform with the spirit of the revision of protective legislation. (Endnote 68) The Committee has had occasion to remind States that the revision of protective legislation does not call into question the provisions concerning maternity protection.

145. Certain advantages currently afforded to women to raise children or to care for them should increasingly be granted to men as well, in accordance with the spirit of the Workers with Family Responsibilities Convention, 1981 (No. 156). Certain reports state that measures which used to apply exclusively to women have been extended to men, in keeping with protective measures adopted in view of family responsibilities. (Endnote 69) Beyond the impact which this may have on attitudes as regards stereotypes of the respective roles of men and women as regards family responsibilities, the fact that these advantages are no longer exclusive to women would tend to make women more competitive on the labour market, for they would cease to be seen by employers as more costly than men.

Subsection 2. Measures designed to meet the particular requirements of certain categories of persons

146. Article 5, paragraph 2, of the Convention states that "any Member may, after consultation with representative employers' and workers' organisations, where such exist, determine that other special measures designed to meet the particular requirements of persons who, for reasons such as sex, age, disablement, family responsibilities or social or cultural status, are generally recognised to require special protection or assistance, shall not be deemed to be discrimination". Paragraph 6 of the Recommendation provides that the application of the policy on non-discrimination should not adversely affect the special measures concerned. These provisions arise, in the first place, from the wish to avoid conflicts between special measures of protection and other measures adopted with a view to eliminating discrimination within the framework of general policy. In the second place, these special measures tend to ensure equality of opportunity and treatment in practice, taking into account the diversity of situations of certain categories of persons, so as to halt the discrimination practised in their regard. These types of preferential treatment are thus designed to re-establish a balance, and are part of a broader effort to eliminate all inequalities. (Endnote 70) Available information suggests that the difference between special measures of protection and assistance, and affirmative measures of preferential treatment, is often tenuous, and that whatever distinctions are established are in many cases quite artificial. (Endnote 71)

147. In a previous Survey (Endnote 72) the Committee emphasised the importance, in applying the Convention and in implementing a policy to promote equality of opportunity and treatment, of ensuring that special measures are justified by the aim of protection and assistance which they are to pursue. These measures must be proportional to the nature and scope of the protection needed or of the pre-existent discrimination. (Endnote 73) Prior consultation with employers' and workers' organisations constitutes a significant guarantee that measures which are defined as non-discriminatory are consistent with the objectives of the Convention. The Committee has recalled that measures taken in application of Article 5, paragraph 2, of the Convention, should be re-examined periodically, in order to ascertain whether they are still needed. A careful re-examination of certain measures may reveal that with the passing of time, with changes in production techniques and new attitudes, these measures may be found to establish or permit distinctions, exclusions or preferences falling under Article 1 of the Convention. Article 5, paragraph 2, also gives examples of valid grounds for adopting special measures of protection and assistance: sex, age, disability, family responsibilities and social or cultural level. (Endnote 74) There are other reasons which may justify the adoption of special measures of protection and assistance; for example, certain governments have mentioned in their reports the need for special measures of assistance on behalf of foreigners and their families. (Endnote 75)

Measures adopted on the basis of sex

148. Subject to the above-mentioned reservations, (Endnote 76) a distinction may be drawn, among the various measures adopted on behalf of women, between special measures, properly speaking, which are intended to protect maternity, or health, on the one hand, and on the other hand, measures more closely related to the concept of preferential treatment, which have been adopted by States with a view to remedying the effects of discrimination exercised against women. The latter concern different levels of needs: training, access to employment and conditions of work.

149. Most States have enacted protective legislation applicable only to women, concerning either the prohibition of their employment in certain fields, or the establishment of special conditions of work. The first category includes provisions prohibiting underground work, (Endnote 77) night work and certain kinds of hazardous and unhealthy work. The second category includes provisions which establish different conditions of work for women. (Endnote 78)

150. Certain protective measures aim at enhancing the prospects and conditions of occupational re-entry of women whose employment has been interrupted owing to maternity and child-rearing responsibilities. In the Federal Republic of Germany, the maximum age set for admission to internships and training programmes in the public service has, in some cases, been raised for women who have had children. Women are also allowed to leave their employment for a period of up to five years for the purpose of raising a child, without losing their seniority and right to promotion. (Endnote 79) Other measures give women priority as regards re-entry following dismissals due to the reorganisation of the service or enterprise. In the Netherlands, women enjoy priority in reassignments to other services, when the reorganisation of the public service results in dismissals. (Endnote 80) According to available information, systems which impose quotas as regards the recruitment of women do not seem to be very widespread, even in countries that have developed extensive policies to promote the employment of women. (Endnote 81)

Measures adopted for older persons

151. The most common of protective measures for this category of persons seems to be that of providing wage subsidies to enterprises with a view to promoting the hiring of older workers. In Spain, a number of incentives are offered to enterprises that recruit workers over the age of 45. For each such worker that the enterprise hires, it receives a subsidy, a two-year 50 per cent reduction of social security contributions in respect of that worker, and free vocational training for that worker. (Endnote 82) In France, a special one-time bonus was offered to enterprises in 1979 to promote the hiring of managers over the age of 50. (Endnote 83) In the Federal Republic of Germany, subsidies or loans may be made available to enterprises to help defray the cost of wages of older workers in order to promote the hiring of workers over the age of 45. (Endnote 84)

152. In certain countries a quota system imposes an obligation to recruit a certain percentage of older workers among new hires. This is the case in Japan, where since 1976 the Minister of Labour, in view of current needs, may require public enterprises to raise the percentage of workers aged 55 to 65 to 6 per cent of their staff. (Endnote 85) In Colombia all enterprises employing more than ten workers are required to employ Colombian citizens over the age of 40 in a proportion which may not be less than 10 per cent of unskilled workers, and 20 per cent of skilled workers. (Endnote 86)

Measures adopted for disabled persons

153. Reference has already been made in this Survey to the close relationship between the concept of protection and that of equality of opportunity. (Endnote 87) Within the context of Article 5, paragraph 2, of Convention No. 111, and Article 4 of the Vocational Rehabilitation and Employment (Disabled Persons) Convention, 1983 (No. 159), protective measures taken by the State are intended to offer to disabled persons greater access to employment and promote their social integration. Legislative provisions which expressly prohibit discrimination based on physical or mental disability are often contained in general legislation, (Endnote 88) occasionally in Constitutions, (Endnote 89) and more rarely, in collective agreements. (Endnote 90) Certain legislative provisions define a general policy of occupational integration as regards disabled persons, and require regulations for their implementation. (Endnote 91) The number of countries that have adopted specific legislation concerning the employment of disabled persons continues to grow. (Endnote 92) Whether these provisions are contained in general labour legislation or in special legislation concerning the employment of disabled persons, virtually all contain special protective measures in favour of these workers.

154. In certain cases these provisions expressly call for co-operation between employers' and workers' organisations with a view to promoting the equality of opportunity of disabled workers. (Endnote 93) In other cases this co-operation focuses on the placement of disabled workers. (Endnote 94) In general, the categories covered by these laws include workers whose disability is the result of an occupational injury or disease, as well as persons whose physical capacity has been impaired for reasons extraneous to work, and in certain cases, disabled veterans of war. (Endnote 95) Certain types of preferential treatment for disabled workers are aimed at protecting specifically those who have lost a degree of their productive capacity owing to occupational injuries or diseases. (Endnote 96)

155. The measures most frequently undertaken to promote the employment of disabled workers take the form subsidies to enterprises that hire these workers; they also include tax breaks and exemptions from contributions to social security schemes. (Endnote 97) The most widespread measure for special protection on behalf of disabled workers requires employers to hire a certain percentage of disabled workers. In certain countries, the statutory percentage is 2 per cent, calculated on the basis of all full-time workers in enterprises with more than 50 employees. (Endnote 98) In Bahrain, the requirement of 2 per cent applies to enterprises employing more than 100 workers, (Endnote 99) while in Ghana, it is 0.5 per cent of the total labour force. (Endnote 100) In Japan, the quota for (physically or mentally) disabled persons has been raised to 2 per cent of the posts in the administration, 1.9 per cent of the posts in public enterprises and 1.6 per cent of posts in private enterprises since the legislative amendments of 1987. (Endnote 101) In India, the Government states in its report that since November 1977, 3 per cent of central government services' posts filled by direct recruitment are reserved to disabled workers. In France, legislation on the employment of disabled persons in effect since 1 January 1988 requires that 6 per cent of workers in enterprises employing 20 or more wage earners be disabled workers; this obligation applies also in the public sector. Employers may also comply with this obligation by paying annual contributions to the Fund to Promote the Occupational Integration of Disabled Workers, for each of the posts which they are required to fill. The amount of this annual contribution, which is determined in accordance with the size of the enterprise, is limited to 500 times the minimum hourly wage. (Endnote 102) In the Federal Republic of Germany, public and private employers with 16 or more posts are required to employ disabled workers in at least 6 per cent of such posts, including employees engaged in vocational training; the mandatory percentage for employers in the public sector may be set at a higher level than that set for employers in the private sector without, however, exceeding 10 per cent. (Endnote 103)

Measures adopted for ethnic minorities and other social groups

156. Protective measures adopted on behalf of ethnic minorities and other social groups assume a variety of forms; they are designed to guarantee to indigenous and tribal populations an especially favourable treatment as regards access to employment in the public or private sector, as well as access to educational facilities, and often take the form of quotas. In other cases, special training and employment programmes are provided for these minorities, without fixed quotas, in order to enhance generally their prospects on the labour market. Previous studies have shown that India attaches a special importance to preferential policies on behalf of certain castes and tribes and other "disadvantaged groups". (Endnote 104) Affirmative action on behalf of disadvantaged minorities and tribal groups, in particular, is provided for in the Constitution. Article 16(4) of the Indian Constitution forbids discrimination in public employment, with the exception that state Governments may adopt provisions which reserve a number of appointments or posts to members of any "backward class" of citizens. Under article 46 of the Constitution, states are required to attach particular importance to the protection of the educational and economic interests of the more disadvantaged categories of their population, especially as regards certain castes and tribes. Such action may take the form of quotas, whether in the public sector or in educational institutions, and especially in higher education and in vocational training schools. The central Government, for its part, has since 1943 reserved a certain number of posts in official services to members of specific castes, and since 1950, to members of specific tribes. Since 1970, 15 per cent of posts filled by national public competitions are reserved to members of specific castes, and 7.5 per cent to members of specific tribes. As regards posts in lower grades, which are generally filled through local recruitment, the percentages are established as a function of the size of these populations in thearea under consideration. The central Government's example has been followed at the state level. In some states where the percentage of the tribal population is relatively high, the percentage of public service posts reserved to members of tribal populations may reach up to 80 per cent, (Endnote 105) but in states where these populations are smaller, the percentage of reserved posts may be as low as 3 per cent. (Endnote 106) In Pakistan, in the FATAs (Federally Administered Tribal Areas), 4 per cent of posts in federal government services are reserved to tribal populations. The North West Frontier Province and the PATAs (Provincially Administered Tribal Areas) have been divided into five recruiting sectors, with each sector being allocated four posts out of 21 vacancies of all types for members of a tribal population. (Endnote 107) The Government has stated that employment in new enterprises created in the FATAs is reserved exclusively to tribal members, except where these persons do not have the necessary occupational skills; in this case, the enterprises may be required to provide vocational training. Descriptions of various measures on behalf of ethnic minorities are contained in reports on the application of the Indigenous and Tribal Populations Convention, 1957 (No. 107). (Endnote 108)


Endnotes

Endnote 1

Chapter 1, Section 3, para. 30.

Endnote 2

See Portugal s. 7(2) of the above-cited Legislative Decree No. 392/79 of 20 September 1979, which guarantees equality of opportunity and treatment for men and women as regards work and employment: "Recruitment for any post shall be exclusively based on objective criteria (...)".

Endnote 3

General Survey, 1963, para. 91. See also the report of the Commission of Inquiry appointed under article 26 of the Constitution of the International Labour Organisation to examine the observance of the Discrimination (Employment and Occupation) Convention, 1958 (No. 111) by the Federal Republic of Germany, in Official Bulletin, Supplement 1, Vol. LXX, 1987, Series B, paras. 527-573; the Commission of Inquiry concluded that the measures taken in application of the duty of faithfulness to the free democratic basic order of all officials, without regard to their functions, did not remain within the limits of the restrictions authorised by Article 1, paragraph 2, of the Convention regarding the inherent requirements of particular jobs. See also German Democratic Republic, RCE 1987, pp. 360-365: the Government alleged that requirements of a political nature laid down in certain legislative provisions concerning the conditions for access to and exercise of various jobs "relate in fact to inherent requirements of the various jobs and not the ideological outlook of the person, or allegiance to a political party. The Committee notes that indeed, explanations provided by the Government relate to inherent requirements of the job, e.g. the responsibility of a driving instructor for accident-free driving of the students, the responsibility of pharmaceutical workers for the welfare of people, the responsibility of lawyers for defending the rule of law as well as the interests of their clients; however, the ability to meet such a responsibility, by its very nature as an inherent requirement of a particular job, is part of the professional qualifications required of the persons concerned, and leaves the additional qualifications sought by the political requirements mentioned in the legislation to be determined". Czechoslovakia, RCE 1985, p. 286: "political opinions may be taken into account in connection with the requirements of certain senior administrative posts involving special responsibility in the implementation of government policy, but (...) if carried beyond certain limits, this practice comes into conflict with the provisions of the 1958 instruments which call for the pursuance of a policy designed to eliminate discrimination on the basis of, inter alia, political opinion".

Endnote 4

See the above-mentioned report of the Commission of Inquiry, para. 535: "The acceptance of the contention that the category "official" in a given country could correspond to the concept of "a particular job" in the Convention would, however, result in permitting entirely different exceptions from one country to another, determined not by the nature of the work or functions involved, but according to whether particular activities lay in the public sector and were entrusted to persons employed with the status of "officials". Great variations exist even in market economy countries in the extent to which given activities lie in the public or private sector, e.g. in transport, telecommunications, generation and supply of energy, education, health services, banking, etc. This situation also undergoes change in time, as particular activities are nationalised or privatised. (...) To make "inherent job requirements" vary according to all such vagaries would be destruction of any common international standard".

Endnote 5

See Chapter II, Section 2, paras. 87 and 88.

Endnote 6

See, for example, Canada: Nova Scotia, section 8(4)(a) of the Human Rights Act; Newfoundland, section 9(6)(b) of the Human Rights Code; Saskatchewan, pursuant to the terms of section 2(e) of the Human Rights Code, persons employed or living in the home of their employer are not covered by the Code; federal legislation and the legislation of British Columbia, New Brunswick and Quebec do not provide for these exceptions; New Zealand, section 15(3)(c) and (d) of the 1977 Act on the Human Rights Commission.

Endnote 7

The 1986 Act on Sex Discrimination, s. 1(1).

Endnote 8

See, for example, United States, s. 702 of the above-cited 1964 Civil Rights Act, as amended in 1972: "This title shall not apply to ... a corporation, association, educational institution, or society with respect to the employment of individuals of a particular religion to perform work connected with the carrying on ... of its activities."; Norway, s. 2 of above-cited Act No. 45 of 1978 on Equality between the Sexes: "This Act shall apply to all spheres, with the exception of the internal affairs of religious communities."

Endnote 9

This safeguard is provided for, for example, in Canada: Manitoba, s. 6(7) of the Human Rights Act; Nova Scotia, s. 6(4)(b) of the Human Rights Act; Ontario, s. 23(a) of the Human Rights Code.

Endnote 10

See the report of the Committee appointed to examine the claim presented by the Confederation of Trade Unions in Norway (LO), in accordance with article 24 of the Constitution, concerning non-observance by Norway of the Discrimination (Employment and Occupation) Convention, 1958 (No. 111), GB. 222/18/23, para. 29: "... the Committee would suggest that in certain organisations, a consideration of the "inherent requirements of the job" may involve such questions as whether there would be a risk that the pursuit of the institution's objectives would be frustrated, undermined or harmed by employing someone in a particular post who did not share the ideological views of the organisation. It is clear ... that distinctions made in these circumstances could only be justified under the Convention where the job itself carried special responsibilities". In this case, s. 55A of Act No. 4 of 4 February 1977 on Workers' Protection and Working Environment, as amended by Act No. 22 of 1982, provides for an exception which gives the employer the right to request information concerning the political, cultural or religious opinions of applicants for jobs which, by their nature, do not entail a special responsibility as regards the attainment of the institution's objectives; see also RCE 1984, pp. 265-266, and RCE 1987, pp. 370-371. See also Canada: decision of the Ontario Board of Inquiry in the matter of Gore v. Ottawa Separate School Board (Ont., 1971) to the effect that adherence to the Catholic faith did not constitute a reasonable occupational qualification for secretaries in the offices of principals of Catholic schools.

Endnote 11

See General Survey, 1963, paras. 42 and 91.

Endnote 12

See, for example, Austria, s. 2 of Act No. 290 of 27 June 1985 on Equality of Treatment.

Endnote 13

See, for example, Ireland, s. 17(1) of the above-mentioned Act of 1977 on Employment Equality.

Endnote 14

S. 611a(1) of the Civil Code, as amended by the Act of 13 August 1980 on the equality of treatment between men and women at the workplace (LS 1980-Ger.F.R. 3); see also Netherlands, section 1637ij of the Civil Code, as amended by the above-cited Act on the equality of treatment between men and women.

Endnote 15

France, s. R.123-1 of the Labour Code (see also note 28 below: these provisions were adopted by decree, following consultation with employers' and workers' organisations); Italy, s. 1 of Act No. 903 of 9 December 1977 on Employment Equality; Portugal, s. 7(3) of the above-cited Legislative Decree.

Endnote 16

See Chapter II, Section 2, para. 85, note 128.

Endnote 17

Australia, s. 30(2)(a) and (b) of the 1984 Act on Sex Discrimination; Ireland, s. 17(2)(a) of the above-cited Act of 1977; United Kingdom, s. 7(2)(a) of the 1975 Act on Sex Discrimination.

Endnote 18

Australia, s. 30(2)(c), (d) and (e) of the above-cited Act; Ireland, s. 17(2)(b) and (d) of the above-cited Act: "... The sex of a person shall be taken to be an occupational qualification for a post in the following cases: (b) where the duties of a post involve personal services and it is necessary to have persons of both sexes engaged in such duties; ... (d) where either the nature of or the duties attached to a post justify on grounds of privacy or decency the employment of persons of a particular sex;" United Kingdom, s. 7(2)(b) and (e) of the above-cited Act.

Endnote 19

Ireland, s. 17(2)(c) of the above-cited Act; United Kingdom, s. 7(2)(d) of the above-cited Act: "(d) the nature of the establishment, or of the part of it within which the work is done, requires the job to be held by a man because -- (i) it is, or is part of, a hospital, prison or other establishment for persons requiring special care, supervision or attention, and (ii) those persons are all men (disregarding any woman whose presence is exceptional), and (iii) it is reasonable, having regard to the essential character of the establishment or that part, that the job should not be held by a woman".

Endnote 20

Certain provisions go beyond the intent of the exception provided for in Article 1, paragraph 2. This is true of provisions which stipulate that a given job must be performed by a member of one sex, rather than the other, because the job will probably entail work abroad where local customs and legislation are such that the work cannot be carried out effectively by a woman. See also below para. 132, note 27.

Endnote 21

S. 7(4) of the above-cited Act. Although it does not use the term, this provision reflects the concept of reasonable adaptation; see below, para. 132, note 27.

Endnote 22

S. 17(2) of the above-cited Workers' Charter; no guidance is given for the identification of exceptions, which is left to the legislature.

Endnote 23

S. 30(2)(h) of the above-cited Act of 1984.

Endnote 24

S. 11(1) of Act No. 161 of 12 April 1978 concerning Equality between the Sexes. The competent Minister may waive the provisions against discrimination, subject to the approval of the Minister of Labour and the Equality Council. See also Norway, s. 2 of the above-cited Act No. 45 of 1978.

Endnote 25

S. 3(2) of the above-cited Act of 8 December 1981 concerning equality of treatment between the sexes. See also Belgium, s. 122 of the above-cited Economic Reform Act of 4 August 1978: "The Crown may, by order made after discussion in the Council of Ministers, prescribe the cases in which reference may be made to the worker's sex in the conditions of admission to any form of employment or occupational activity in which sex is an essential condition on account of the nature of the employment or activity concerned or the conditions in which it is carried on. For this purpose the Crown shall consult the Committee on Women's Work. The Crown shall also consult the National Labour Council in cases relating to the private sector and, in cases relating to the public sector, the General Trade Union Advisory Committee or the General Committee to be set up for all the public services ... The bodies consulted shall express an opinion within two months of their being approached." France, s. L. 123-1 of the Labour Code. S. 416-3 of the Criminal Code, which penalises dismissing or refusing to hire a person owing to his or her origin, customs, family status, ethnic background, national origin, race or religion, does not provide for the exception of just cause laid down in s. 416-1 (supply of goods or services); just cause may no longer be invoked as regards racial discrimination (s. 85 of Act No. 87-588 of 30 July 1987).

Endnote 26

See, for example, Canada: Guide-lines of the Canadian Human Rights Commission concerning the limitations and modalities for the application of subsection 14(a) of the Canadian Human Rights Act to employment (Guide-lines on Bona Fide Occupational Requirements) S1/82-3, filed on 13 January 1982; Saskatchewan, s. 1(b) of the Regulations concerning the Saskatchewan Human Rights Code; United States: Texas, s. 2.01 of the Human Rights Commission Act. See also United States, Guide-lines adopted in 1965 and subsequently amended by the Equal Opportunity Commission concerning sex as a bona fide occupational qualification, 29 CFR Part 1604.

Endnote 27

See the case of Imberto v. Vic and Tony Coiffure and Tony Ruscica (Ont., 2 C.H.R.R.D/392, 1981): the complainant alleged that he had not been hired in a hairstyling salon because he was a man, the employer alleged the reason to be the aversion shown by other employees and the possible objections of clients to the presence of a male in the enterprise, and argued that sex constituted a bona fide occupational requirement. The Ontario Board of Inquiry stated that the aversion of other employees did not relieve the employer of his obligations under the Human Rights Code, which sought to promote a working environment in which members of both sexes could establish normal and harmonious working relations. As regards the objections of clients, the Bureau stated that it would be completely inappropriate to admit that the preferences of clients might determine whether sexual discrimination was permissible. The preferences of clients could be taken into account only when they are based on the enterprise's inability to fulfil its principal objectives. Concerning the requirements of foreign clients as regards race or religion, see also the measures taken by the Government of the Netherlands: the 1981 amendment to s. 429 of the Criminal Code concerning cases in which workers are required o state in writing that they are "non-Jewish", and the adoption in 1984 of an Act on reporting foreign boycott measures imposed on Netherlands companies by foreign groups or enterprises, by which the Government sought to measure the extent and nature of the constraints imposed, RCE 1986, p. 273-274. See also Chapter I, Section 3, para. 22, note 77.

Endnote 28

See note 25 above, France, concerning an approach which leads to a similar result: legislation stipulates that racial discrimination may not constitute just cause for refusing goods or services (s. 416-1 of the Criminal Code, as amended by the Act of 30 July 1987).

Endnote 29

The above-mentioned Guide-lines on Bona Fide Occupational Requirements. Interim policies were laid down in 1984 concerning all criteria for discrimination, underscoring that employers should establish practices to comply with the Act. Bona fide occupational requirements or just cause may exist when the person concerned does not meet the requirements reasonably necessary for the performance of the essential tasks of a given job. The employee must be able to perform the essential tasks of a job safely, reliably and efficiently. The Commission is expected to adopt new guide-lines in the near future. See Canadian Human Rights Commission, "1985 Annual Report", p. 16.

Endnote 30

Concerning the concept of reasonable accommodation, see also United States: Arizona, s. 41-1461(8) of the Civil Rights Act; Montana, s. 49-2-402 of the Civil Rights Act.

Endnote 31

This exception to the general principle was not contained in the conclusions initially proposed by the Office for the first discussion of the proposed Convention in 1957. During this discussion the Conference Committee on Discrimination adopted an amendment submitted by the Employers' members which stipulated that the Convention's provisions would not apply "to any statutory provisions or administrative regulations which relate to the national security of a Member." (ILO: Discrimination in the field of employment and occupation, ILC, 42nd Session, 1958, Report IV(1), p. 8.) However, objections were raised within the Committee, the plenary session of the Conference, and in the written replies of certain governments, to the effect that this text could lead to abuses (ibid., pp. 18-25). At the second discussion in 1958, the text was replaced by an amendment submitted by the Workers' members, which is reflected in the present text of Article 4 (ILO: Record of Proceedings, ILC, 42nd Session, 1958, pp. 403 and 712).

Endnote 32

General Survey, 1963, para. 47. See also Islamic Republic of Iran: RCE 1987, pp. 367-370: "The dismissals, discharges and exclusions are pronounced in relation to membership of a group such as the "misguided Baha'i group", freemasonry or atheistic organisations, without any mention of the exercise of individual activities prejudicial to the security of the State (...). The Committee recalls that in its observations over a number of years it has noted that, in the texts available to it a distinction is made in the grounds for dismissal, discharge or exclusion between persons belonging to the groups referred to above and persons alleged to have committed acts of espionage or acts prejudicial to the security of the State."

Endnote 33

See General Survey, 1963, para. 47.

Endnote 34

See Federal Republic of Germany, above-cited report of the Commission of Inquiry, paras. 574 and 579; the Government considers that measures taken in application of the duty of faithfulness to the free democratic basic order fall within the exception provided for in Article 4. In considering cases of exclusion from the public service of persons associated with the German Communist Party (DKP), the Commission of Inquiry noted that the public authorities "have referred ... for example, to criticism of the existing economic order and its description as one of "capitalist exploitation", to the campaign against so-called "Berufsverbote", and to the special emphasis on negative manifestations in the life of the Federal Republic without mention of its positive achievements. It would appear that what is involved here is essentially the expression of political views, not activities prejudicial to the security of the State within the meaning of Article 4 of the Convention" (ibid., para. 579). See also Chile, RCE 1982, p. 192: "The Committee therefore considers that the expression of political opinions cannot be removed from the protection laid down in the Convention by defining it as the act of propagating particular doctrines."

Endnote 35

See Chile, RCE 1982, p. 192; see also the report of the Committee appointed to review the claim submitted by the ICFTU, under article 24 of the Constitution, concerning Czechoslovakia's non-observance of the Discrimination (Employment and Occupation) Convention, 1958 (No. 111), Official Bulletin, Supplement, Vol. LXI, 1978, Series A, No. 3, para. 21 concerning notifications and decisions affecting the employment of certain persons, owing to their endorsement or support of the "Charter 77 Manifesto". The Committee noted that "this Manifesto contains various criticisms concerning the policy of the Government, and it is not for the Committee to assess whether these criticisms are well-founded or inaccurate. ... It does not emerge from the information available that the signing or adhering to such a document could in itself be considered, in relation to the principle protection envisaged by the Convention on matters of political opinion ..., as an activity against the security of the State"; see also Czechoslovakia, RCE 1983, p. 211, and Turkey, RCE 1983, p. 224-225.

Endnote 36

In this connection, see the principles of interpretation applicable to the notion of "national security" in the International Covenant on Civil and Political Rights, in United Nations, Commission on Human Rights, 41st Session, E/CN.4/1985/4, Annex, p. 5: "29. National security may be invoked to justify measures limiting certain rights only when they are taken to protect the existence of the nation, its territorial integrity or political independence against force or threat of force. 30. National security cannot be invoked as a reason for imposing limitations to prevent merely local or relatively isolated threats to law and order. 31. National security cannot be used as a pretext for imposing vague or arbitrary limitations and may only be invoked when there exist adequate safeguards and effective remedies against abuse. 32. The systematic violation of human rights undermines national security and may jeopardise international peace and security. A State responsible for such violation shall not invoke national security as a justification for measures aimed at suppressing opposition to such violation or at perpetrating repressive practices against its population."

Endnote 37

General Survey, 1963, para. 47.

Endnote 38

See Chile, RCE 1982, p. 192: "The definition of "activities prejudicial to the security of the State" must be sufficiently narrow to avoid conflict with the main protection provided for in the Convention in respect of political opinion. Article 8 of the Constitution of Chile, in providing for the exclusion of persons from certain employments by reason of their propagation of certain doctrines, appears not to observe the limits of Article 4 of the Convention." See also Czechoslovakia, RCE 1982, pp. 197-199: "The interpretation of the concept of "endangering the security of the State" which the Employers' Section of the Czechoslovakian Chamber of Commerce and Industry has invited its members to adopt in applying the provisions of the Labour Code relating to dismissal on that ground corresponds to that stated by the court in one of the judgements of 1977 ... in which the mere fact of signing the "Charter 77" Manifesto was held to justify dismissal." See also Turkey, RCE 1985, p. 294: "Legislation does not require the Martial Law Commanders to take account of the effect that the activities the civil servant is reproached with may have on the performance of the duties inherent in his office when they take decisions concerning transfer or dismissal. The Committee further notes that the Martial Law Commanders can also take measures of transfer or dismissal when "the work is not considered necessary", a criterion irrelevant to the protection of the security of the State whose application should depend directly on the decision and responsibility of the authorities employing the civil servants."

Endnote 39

See, for example Islamic Republic of Iran, RCE 1987, p. 369: the Committee noted that "the provisions of the Directive of the Ministry of Labour published on 8 December 1981 stating that the courts are bound to withhold the issuance of any judgement in favour of dismissed employees whose membership in the "misguided Baha'i group" or in organisations whose constitutions imply atheism has been ascertained and proved. A Government representative stated to the Conference Committee in 1983 that this Directive is based on legislation ratified by the Islamic Parliament." Consequently, the Committee determined that the condition of procedural guarantees laid down in Article 4 of the Convention has not been fulfilled.

Endnote 40

See, for example, Chile, RCE 1982, p. 192: "The fact that procedural safeguards are laid down as regards application of the constitutional provision (article 8 of the Constitution of 1980) does not suffice to ensure observance of the Convention."

Endnote 41

General Survey, 1971, para. 38.

Endnote 42

See, for example, the report of the Commission of Inquiry appointed under article 26 of the Constitution to examine the observance of the Hours of Work (Industry) Convention, 1919 (No. 1), and the Discrimination (Employment and Occupation) Convention, 1958 (No. 111) by Chile, GB.196/4/10, paras. 174 and 175: "... the special commissions and tribunals established for the examination of appeals against dismissals did not correspond, in their composition, with what might be considered "a competent body established in accordance with national practice" ... The special commissions for the public sector were not governed by clear provisions enabling them to examine the substance of the case. They did not provide sufficient guarantees for the adequate consideration of exonerating factors, nor did they facilitate the presentation of evidence by the appellants. As a result, this procedure did not provide the guarantees which should normally exist to prevent, or to obtain the reversal of, dismissals based on political opinion rather than on activities which were in fact prejudicial to the security of the State or on other legitimate grounds for dismissal. ... The Commission has reached the conclusion that the special forms of appeal instituted by the Government for persons dismissed for reasons relating to the security of the State were not in conformity with the requirements of Article 4 of the Convention as regards individuals who were justifiably suspected of, or engaged in, activities prejudicial to the security of the State." The special measures in question were repealed by the Government after the complaint was filed.

Endnote 43

First collective agreement of workers in the teaching profession, dated 9 April 1984, para. 46 -- Detention pending trial.

Endnote 44

Canadian Human Rights Commission: 1985 Annual Report, p. 10.

Endnote 45

See, for example, the provisions of Article 3 of the Indigenous and Tribal Populations Convention, 1957 (No. 107); those of Article 4 of the Vocational Rehabilitation and Employment (Disabled Persons) Convention, 1983 (No. 159) which envisage "special positive measures aimed at effective equality of opportunity and treatment", and those of paragraph 10 of the Older Workers Recommendation, 1980 (No. 162).

Endnote 46

Maternity protection: Maternity Protection Convention, 1919 (No. 3); Maternity Protection Convention (Revised), 1952 (No. 103); Maternity Protection Recommendation, 1952 (No. 95); Plantations Convention, 1958 (No. 110), Part VII; dangerous or unhealthy work: Maximum Weight Convention, 1967 (No. 127); Radiation Protection Recommendation, 1960 (No. 114); White Lead (Painting) Convention, 1921 (No. 13); Benzene Recommendation, 1971 (No. 144); Underground Work (Women) Convention, 1935 (No. 45); night work: Night Work (Women) Convention, 1919 (No. 4); Night Work (Women) Convention (Revised), 1934 (No. 41); and Night Work (Women) Convention (Revised), 1948 (No. 89).

Endnote 47

Night Work (Women) Convention, 1919 (No. 4), revised in 1934 by Convention No. 41; and again in 1948 by Convention No. 89 which, as of 23 March 1988, had been ratified by 62 States.

Endnote 48

See ILO, Women Workers -- Protection or Equality? Conditions of Work Digest, Vol. 6, 2/87, pp. 13-54.

Endnote 49

Chile, Night Work (Women) Convention, 1919 (No. 4), Official Bulletin, Vol. LIX, Series A, 1976, p. 149; Hungary, Night Work (Women) Convention (Revised), 1934 (No. 41), Official Bulletin, Vol. LXI, Series A, 1978, p. 29; Ireland, Night Work (Women) Convention (Revised), 1948 (No. 89), Official Bulletin, Vol. LXV, Series A, 1982, p. 32; Luxembourg, Night Work (Women) Convention, 1919 (No. 4) and Night Work (Women) Convention (Revised), 1948 (No. 89), Official Bulletin, Vol. LXV, Series A, 1982, p. 32; New Zealand, Night Work (Women) Convention (Revised), 1948 (No. 89), Official Bulletin, Vol. LXV, Series A, 1982, p. 32; Netherlands, Night Work (Women) Convention (Revised), 1948 (No. 89), Official Bulletin, Vol. LV, No. 1, 1973, p. 19; Sri Lanka, Night Work (Women) Convention (Revised), 1948 (No. 89), Official Bulletin, Vol. LXV, Series A, 1982, p. 32; Uruguay, Night Work (Women) Convention (Revised), 1948 (No. 89), Official Bulletin, Vol. LXV, Series A, 1982, p. 32.

Endnote 50

See, for example, Hungary: "A proportion of women consider their exclusion from night work by reason only of their sex to be discriminatory", idem; Ireland: "Changes have occurred in circumstances since the adoption of the Convention which render the prohibition of the employment at night of women an inadmissible discrimination against women workers", idem; Uruguay: "The intention declared in the past of protecting women against arduous or dangerous work today constitutes a factor of discrimination restricting the opportunities of access to employment", idem.

Endnote 51

See Luxembourg: "These two Conventions in the industrial world of today (are) an obstacle to the access of women to numerous occupations", idem; Sri Lanka: "In view of the fact that a third shift for women workers has to be introduced almost immediately if this country is to attract foreign investors for electronic and allied industries into the Investment Promotion Zones ...", idem.

Endnote 52

See ILO, Women Workers -- Protection or Equality? Conditions of Work Digest, Vol. 6, 2/87, pp. 127-180.

Endnote 53

See, for example, France: "Act No. 87-423 of 19 June 1987 (LS 1987-Fr. 1), is designed to promote the organisation of working time, and thereby to enhance productivity and enable the enterprise to adapt to the constraints of its environment. Current regulations on night work for women have discriminatory side-effects (for instance, in plants in which the profitability of new equipment is to benefit from the introduction of continuous shift work, the exclusion of women from shift work diminishes their prospects for promotion). This has prompted the adoption of legislation which would authorise enterprises using shift work to employ women workers at night." Circular of 30 June 1987 on the application of the provisions of Act No. 87-423 of 19 June 1987 concerning the duration and arrangement of working hours.

Endnote 54

This agenda item includes: (a) the partial revision of Convention No. 89 by means of a protocol; and (b) the formulation of new standards on night work in general -- GB.238/2/1, para. 105.

Endnote 55

See J. Carpentier and P. Cazamian, Night work. Its effects on the health and welfare of the worker, ILO, Geneva, 1978.

Endnote 56

For example, the laws in several countries prohibit the equalisation of wages by reference to the lowest wage: Canada, s. 11.5 of the Canadian Human Rights Act; United States, s. 206(d) of the 1963 Equal Pay Act, see LS 1966-USA 1 (Fair Labor Standards Act); India, s. 4(2) of the 1976 Equal Pay Act; Swaziland, s. 96(4) of the 1980 Employment Act.

Endnote 57

ILC, 60th Session, 1975, Declaration on Equality of Opportunity and Treatment for Women Workers, Art. 9, Official Bulletin, Vol. LVIII, 1975, Series A, pp. 96-100.

Endnote 58

See the statement made by the Workers' member of Switzerland to the Conference Committee on the Application of Conventions and Recommendations: "Most measures for the special protection of women were not discriminatory but often represented the most advanced stage in the protection of workers in general ... the point at issue was not the campaign against discrimination against women but the economic recovery of certain enterprises. The idea was to transfer out of normal working hours relatively unskilled work for which employers wished to take on poorly paid workers -- in other words, women. ... (T)he revision of Convention No. 89 should aim to fill the gaps in that instrument and to stop night work for both men and women", ILC, 72nd Session, 1986, Report of the Committee on the Application of Conventions and Recommendations, Part 1, para. 65.

Endnote 59

Commission of the European Communities, Protective Legislation for Women in the Member States of the European Community, COM(87) 105 final, Brussels, 1987, p. 12. The Commission submitted to members several observations by order of priority: a ban on night work for all workers, coupled with equal derogations for both sexes, with the exception of pregnant or nursing mothers; if this is not possible, a lifting of the ban for women in the context of a general improvement in working conditions; if this is impossible, "the result should neither be a perpetuation of the ban nor a worsening of women's working conditions".

Endnote 60

The Maternity Protection Convention, 1919 (No. 3), and the Maternity Protection Convention (Revised), 1952 (No. 103) had received 28 and 25 ratifications, respectively, as of 23 March 1988.

Endnote 61

See ILO, Maternity Leaves and Cash Benefits, Conditions of Work: A Cumulative Digest, 1982, pp. 1-58.

Endnote 62

See above, Chapter I, Section 3, para. 25.

Endnote 63

See Mexico, s. 165 of the Federal Labour Act. In its report, the Government states that the provision concerning maternity protection is designed to protect the mother, rather than the woman. Yugoslavia: the Government states in its report that specific measures for the protection of women at work are related to the biological reproductive function of women, and express society's high regard for birth as an integral part of social renewal.

Endnote 64

ILO, Meeting of Experts on Equality of Remuneration, Geneva, 1974, MEER/1/1974/3, paras. 14 and 44.

Endnote 65

See, for example, Mexico, s. 166 of the Federal Labour Act. Poland: in its report, the Government states that equality between men and women is guaranteed by a system which seeks to protect the health of mothers and children, to provide pregnancy protection and paid leave before and after confinement, and to develop a network of maternity clinics, nurseries and day-care centres. In the USSR, women who must take leave of their jobs owing to pregnancy continue receiving the average wages they had earned while working (s. 164 of the Labour Code). Pursuant to s. 170 of the Labour Code, employers may not refuse to hire women or reduce their wages owing to the fact that they are pregnant or nursing a child. The dismissal of pregnant women, of nursing mothers and of women who have children of under one year of age is authorised only in the event of the total liquidation of the enterprise; in such cases, the employer is required to find new employment for dismissed mothers. These provisions were mentioned in Decision No. 6 of the plenary session of the Supreme Court of the RSFSR concerning the application by the courts of RSFSR labour standards concerning the work of women, adopted on 17 September 1975 (Bulletin of the Supreme Court of the RSFSR, Dec. 1975). This decision was preceded by an examination of the practice of the courts, and has helped to resolve certain problems arising in connection with the application of this legislation. The plenary session of the Supreme Court of the RSFSR also declared that a female employee's refusal to carry out an order which is contrary to ss. 162 and 163 is justified and does not constitute a breach of discipline at work. The Supreme Court further specified that these sections apply to all women, whether wage earners or employees, regardless of the nature of their work. Yugoslavia: pursuant to s. 189 of the Associated Labour Act, "workers in basic organisations shall have the right and duty, in conformity with the self-management agreement ... to ensure ... special protection of pregnant women from heavy work, overtime and night work, maternity leave, shorter working time after confinement ... and other rights ensuring protection of maternity." Similar measures are provided for in the laws of the various republics.

Endnote 66

See, for example, an analysis of the position of Nordic countries on this question in R. Nielsen, Special protective legislation for women in the Nordic countries, International Labour Review, Vol. 119, No. 1, pp. 39-49: "The prevailing view in the Nordic countries is that neither men nor women workers should be protected on the grounds of sex, except for strictly biological reasons. The persistence of traditional sex roles/stereotypes is not regarded as a justification for giving women special protection." ibid., p. 48.

Endnote 67

See International Labour Conference, Resolution on equal opportunities and equal treatment for men and women in employment (Conclusions, points 7 and 8), 71st Session, 1985, Official Bulletin, Vol. LXVIII, 1985, Series A, pp. 85-95.

Endnote 68

Protective legislation for women should be revised in the light of current conditions with a view to eliminating the discrimination which arises from this legislation, while maintaining maternity protection and redefining this protection within the context of the couple, by providing, for example, for parental leave." Report on the Tripartite Latin American Seminar on non-discriminatory practices in employment, Lima, 10-14 Oct. 1983.

Endnote 69

For example, Yugoslavia: The Government states in its report that the legislation of the Socialist Republics of Bosnia- Herzegovina, Croatia, Macedonia, Montenegro, Serbia, and Slovenia, and the Autonomous Socialist Province of Vojvodina, allow parents to decide which of the two will exercise the right to parental leave.

Endnote 70

In certain countries the terms "positive discrimination" or "reverse discrimination" have been, and are still used, to describe preferential treatment. It would seem, however, that they lend themselves to confusion, to the extent that it is not really a question of granting to these categories of persons more favourable treatment, but of providing them with conditions of employment equal to those enjoyed by other workers. Concerning these questions, see Chapter IV, Section 1, paras. 166-169.

Endnote 71

See, for example, the relevant legislation adopted by certain countries; Greece: pursuant to s. 10(2) of Act No. 1414/84, measures taken in favour of one sex, to the exclusion of the other, which are intended to correct inequalities and re-establish equality of opportunity, are not considered discrimination. These measures include vocational training programmes, the promotion of employment in sectors in which workers of a given sex are under-represented, and special measures on behalf of persons who have exceptional family responsibilities; Iceland: pursuant to s. 3 of Act No. 65 of 1985 concerning equal status and equal rights between men and women, specific interim measures adopted to promote the status of women and establish equality of rights are not contrary to law.

Endnote 72

General Survey, 1963, para. 52.

Endnote 73

See the ILO memorandum sent to the Minister of External Affairs of the Federation of Malaya, Official Bulletin, Vol. XLII, No. 7, 1959, p. 397. The State's decision to adopt special measures to ensure protection and assistance for specific categories of persons "would have to be made in good faith and would have to be reasonable, having regard to conditions actually obtaining in the country".

Endnote 74

See above, Chapter I, Section 3, para. 65.

Endnote 75

See, for example, Federal Republic of Germany, Netherlands, Sweden.

Endnote 76

See above, para. 146.

Endnote 77

Underground Work (Women) Convention, 1935 (No. 45), which had been ratified by 88 countries as of 23 March 1988.

Endnote 78

See, for example, the provisions establishing different hours of work for women: in Peru, the hours of work are 45 hours for women and 48 hours for men; in E1 Salvador, 40 and 44 hours, respectively. In its report, the Government of Bolivia states that different hours of work for women and men, which are 40 and 48 hours respectively, may in certain cases be prejudicial to the recruitment of women, especially in the manufacturing sector.

Endnote 79

Act of 26 April 1985.

Endnote 80

Decree of 30 June 1987 amending the public service regulations, as regards the situation of women upon dismissal.

Endnote 81

In Canada, the federal Court of Appeals overturned an Ordinance of the Human Rights Court which had ordered Canada's national railway company to set up a special programme which would award one of every four blue-collar posts to a woman, until such time as women accounted for 13 per cent of blue-collar workers in the St. Lawrence region.

Endnote 82

Royal Decree No. 32-39 of 28 Dec. 1983.

Endnote 83

Decree No. 79-169 of 1979.

Endnote 84

Act of 25 June 1969 to promote employment, LS 1969-Ger.F.R. 1.

Endnote 85

Ordinance No. 24 of 8 Sept. 1976.

Endnote 86

Act No. 15 of 14 Nov. 1958, LS 1960-Col. 1.

Endnote 87

See above, paras. 146 and 147.

Endnote 88

Canada, s. 15 of the Canadian Charter of Rights and Freedoms.

Endnote 89

Brazil, Constitutional Amendment No. 12 of 19 Oct. 1978.

Endnote 90

Belgium, Collective Labour Agreement signed on 6 Dec. 1982.

Endnote 91

Algeria, s. 47 of the 1978 Act to make general provisions for workers' conditions of employment. The above-mentioned Act No. 78-12 of 5 Aug. 1978 provides that handicapped persons who cannot be employed in normal working conditions shall be entitled to sheltered work or, where necessary, places in sheltered workshops, and to special training subject to such conditions as may be prescribed by decree. Uruguay: Act No. 14312 of 10 Dec. 1974, which established the National Employment Service, LS 1974-Ur. 1, provides that specific regulations may supplement the protection available to disabled persons who have received rehabilitation benefits.

Endnote 92

Angola, Australia (Victoria), Austria, France, Federal Republic of Germany, Italy, Japan, Luxembourg, Spain, Tunisia, United States.

Endnote 93

Netherlands, Act of 16 May 1986 concerning the employment of disabled workers.

Endnote 94

Guatemala, Ministerial Decision No. 12 of 29 June 1983, which created a placement division for disabled persons within the National Employment and Vocational Training Office of the Ministry of Labour.

Endnote 95

Angola, Decree No. 21 of 22 Apr. 1982, LS 1982-Ang. 1, concerning the adoption of measures for the protection of physically disabled persons. This Decree establishes an order of priority for the placement of disabled persons, beginning with disabled war veterans; Luxembourg, Act of 28 Apr. 1959 concerning the creation of the Placement and Occupational Rehabilitation Office for Disabled Workers.

Endnote 96

Bulgaria: pursuant to s. 315 of the Labour Code, the enterprise is required to reserve for these workers a number of suitable posts which varies between 3 and 10 per cent of the staff, depending on the sector of the economy; Spain: Royal Decree No. 1451 of 11 May 1983 defines measures in application of Act No. 13 of 7 Apr. 1982 concerning the social integration of disabled persons. These measures define conditions for the re-entry of workers suffering from a partial and permanent disability. Where the disability does not affect their performance, these workers may be reinstated to their former posts. Where performance is diminished, their wages may be reduced proportionately, but in no event by more than 25 per cent. Workers who fully or partially regain their capacity to work after a period of complete disability enjoy absolute priority for hiring in the last enterprise in which they worked. Enterprises which proceed to reinstate such workers are entitled to a 50 per cent reduction of social security contributions in respect of these workers for a period of two years; Tunisia: pursuant to s. 15 of Act No. 81-46 of 28 May 1981 (LS 1981-Tun. 2), concerning the promotion and protection of disabled persons, all workers who become disabled for any reason must be reinstated by the employer following rehabilitation, if any, if there is a vacancy that can be offered to them.

Endnote 97

In Peru, enterprises or establishments in the public and private sectors that hire disabled workers enjoy a tax deduction of 50 per cent with respect to such workers (Act No. 23285 of 15 Oct. 1981). In Spain, pursuant to Royal Decree No. 1451 of 11 May 1983, enterprises hiring disabled workers on a permanent and full-time basis are granted a subsidy of 500,000 pesetas for each such employment contract, as well as reductions in their contributions to social security, as established in the Decree. In Sweden, wage subsidies are granted to employers who engage jobseekers who would not otherwise be able to find work on the normal employment market owing to their reduced capacity for work (Ordinance of 29 May 1980 concerning employment for which wage subsidies are payable, LS 1980-Swe. 1).

Endnote 98

Angola, s. 2 of Decree No. 21 of 22 Apr. 1982 concerning the adoption of measures for the protection of physically disabled persons, LS 1982-Ang. 1; Saudi Arabia, s. 54 of the Labour Code, LS 1969-Sau.Ar. 1; Spain, Royal Decree No. 1451 of 11 May 1983 instituting measures in application of Act No. 13 of 7 Apr. 1982 concerning the social integration of disabled persons; Italy, Act No. 1539 of 5 Oct. 1962, containing provisions in favour of injured and disabled civilians, LS 1962-It. 2; Luxembourg, Act of 28 Apr. 1959 concerning the creation of the Placement and Vocational Rehabilitation Office for Disabled Workers.

Endnote 99

S. 21 of Royal Decree No. 23 of 16 June 1976 promulgating the Labour Act in the private sector, LS 1976-Bah. 1.

Endnote 100

Act No. 632 of 15 Sept. 1969, LS 1969-Ghana 1C.

Endnote 101

Act No. 123 of 25 July 1960 to promote the employment of physically handicapped persons, as amended by Act No. 41 of 1 June 1987; and Cabinet Order No. 292 of 1 Dec. 1960, as amended by Cabinet Order No. 285, in force since 1 April 1988.

Endnote 102

Act No. 87-517 of 10 July 1987 concerning the employment of disabled workers, LS 1987-Fr. 2.

Endnote 103

Notification of 26 Aug. 1986 promulgating the consolidated text of the Severely Handicapped Persons Act, LS 1986-Ger. F. R. 1.

Endnote 104

General Survey, 1963, paras. 50 et seq. and notes, and General Survey, 1971, para. 56 and notes.

Endnote 105

India, Arunachal Pradesh; in other states or territories the percentage of reserved posts are the following: 45 per cent in Mizoram, 31 per cent in Manipur, 29 per cent in Tripura, etc.

Endnote 106

A detailed study of these preferential policies and their application in India may be found in Marc Galanter, Competing equalities: Law and the backward classes in India, University of California Press, 1984; see also Myron Weiner and Mary Fainsod Katzenstein, India's preferential policies, University of Chicago Press, 1981.

Endnote 107

CERD/D/149/Add. 12, 17 Aug. 1986.

Endnote 108

For example, in Bolivia, the Government has stated in its report on the application of Convention No. 107 that the members of indigenous populations are given preferential treatment as regards recruitment in the areas in which they live, especially for occupations in which they are specialised, such as hunting, fishing, weaving and housing construction.


Legislation

See related national legislation from Natlex

United Kingdom: 1975 Act on Sex Discrimination

India: Constitution

Cross references
Constitution: Article 19
Constitution: Article 22
Constitution: Article 35
Conventions: C107 Indigenous and Tribal Populations Convention, 1957
Conventions: C156 Workers with Family Responsibilities Convention, 1981
Conventions: C159 Vocational Rehabilitation and Employment (Disabled Persons) Convention, 1983


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