Equal Employment Opportunities for Women and Men

Index ¦ e.quality@work

Promoting Gender Equality - A Resource Kit for Trade Unions

Gender Promotion Programme
International Labour Office
August 2001

Booklet 3 - The issues and guidelines for gender equality bargaining

Table of Contents

1. The issues for gender equality bargaining

2. Bargaining checklists for key gender equality issues

2.1. Ending discrimination and promoting equal opportunities
a. Sex discrimination
b. Equal opportunities agreement
c. Training and Promotion
d. Sexual harassment
2.2. Wages and benefits
a. Equal pay
b. Job evaluation
c. Pensions
2.3. Family-friendly policies
a. Childcare
b. Maternity protection and benefits
c. Family leave
2.4. Hours of work
a. Flexible working time
b. Part-time work with benefits
c. Other types of alternative work schedules
2.5. Health and safety of workers
a. HIV /AIDS
b. Violence in the workplace

References and additional reading

Additional examples and case studies

1. The issues for gender equality bargaining

Unions are nearly unlimited in the types of issues which they might present for negotiations. Every worker, irrespective of sex, race, colour, religion, political opinion, national or social origin, age, sexual orientation, disability has the right to an equitable, fair and safe work environment as well as the right to be able to fulfil responsibilities relating to his/her personal and family life. As such, any issue which is identified as eliminating direct or indirect discrimination, promoting equality of opportunity and treatment or more effectively balancing work and family responsibilities is a legitimate issue for collective bargaining. Unions are only limited in practical terms by restrictions which are articulated through national or local legislation or by employer attitudes.

Gender equality bargaining can be a powerful mechanism through which unions can either reinforce existing rights under legislation or previous collective agreements through devising practical methods of implementation, or extend workplace rights on issues which have traditionally been ignored. Unions may strategically choose which issues they will present for negotiations. Their choice will depend on those factors which may affect their bargaining leverage and success, such as the state of the local or national economy, the current state of the labour market, the economic situation of the company, or the public image of the company. The list below of issues that a union may want to raise from a gender perspective is not set out in any particular order.

Non-discrimination and dignity at the workplace
  • trade union activities
  • sex discrimination
  • sexual harassment
  • violence at the workplace
  • equal opportunities in hiring and promotion
  • equal access to education and training programmes
  • affirmative action to give women a voice at all levels of the establishment

Wages and benefits
  • Equal Pay
  • Job classification
  • Pensions
  • Transport benefits
  • Medical benefits
  • Overtime entitlements
  • Bonus systems
  • Housing benefits
  • Dependent allowances

Maternity protection and family responsibilities
Maternity
  • non-discrimination against pregnant and nursing women
  • maternity leave and cash benefits
  • job security
  • reproductive health care
  • leave for prenatal checkups
  • rights of pregnant and nursing mothers
  • adoption
Family responsibilities
  • paternity leave
  • parental leave
  • family leave
  • child care facilities
  • care of the elderly or disabled
  • reproductive health services
  • protection against discrimination or victimization


Hours of work
  • Basic hours and overtime
  • Night work
  • Part-time work
  • Flexible working time
  • Job sharing
  • Expectant and nursing mothers
  • Time off for family


Leaves of absence
  • paid annual leave
  • compassionate or bereavement leave
  • maternity/paternity/parental leave
  • medical or sick leave
  • paid education or training leave
  • other personal leave (for marriage, etc.)


Health, safety and the work environment
  • health and environmental hazards
  • ergonomics
  • health and safety committees and safety representatives
  • personal protective equipment
  • welfare facilities and services
  • disabled workers
  • duty to accommodate
  • reproductive health
  • HIV and AIDS information
  • impact of new technologies


Defending rights of non-permanent and vulnerable workers
  • categories - casual, temporary, task workers, seasonal, contract, part-time, rural, homeworkers, domestic, migrant, indigenous and tribal
  • extend general conditions to such workers
  • eliminate child labour
  • avoid non-permanent status for permanent work


2. Bargaining checklists for key gender equality issues

2.1. Ending discrimination and promoting equal opportunities

a. Sex discrimination [ Olney et al. 1998, Booklet 5 ]

Just as trade unionists may be discriminated against merely for being trade unionists, some women face discrimination merely because they are women or because of their marital status or family responsibilities. Women may face discrimination in areas such as recruitment, promotion, training opportunities, job assignments, dismissal and lay-offs.

Sex discrimination can be overt or direct discrimination or more subtle, indirect discrimination. Employers may discriminate against women directly by limiting applications for certain jobs to only men or only women. Discrimination is indirect when employers impose criteria for applicants or specify characteristics which are not closely related to the inherent requirements of the job, as a screening device. The purpose of the screening is either to exclude women or to obtain workers of a certain type. Many jobs are still seen as exclusively 'male' jobs or 'female' jobs.

Relevant ILO Standard:

Discrimination (Employment and Occupation) Convention, 1958 (No.111) and Recommendation, 1951 (No.111) .



ILO Discrimination (Employment and Occupation) Convention, 1958 (No.111)
Article 1

1. For the purpose of this Convention the term "discrimination" includes:

(a) any distinction, exclusion or preference made on the basis of race, colour, sex, religion, political opinion, national extraction or social origin, which has the effect of nullifying or impairing equality of opportunity or treatment in employment or occupation;

(b) such other distinction, exclusion or preference which has the effect of nullifying or impairing equality of opportunity or treatment in employment or occupation as may be determined by the Member concerned after consultation with representative employers' and workers' organisations, where such exist, and with other appropriate bodies.

2. Any distinction, exclusion or preference in respect of a particular job based on the inherent requirements thereof shall not be deemed to be discrimination.

3. For the purpose of this Convention the terms "employment" and "occupation" include access to vocational training, access to employment and to particular occupations, and terms and conditions of employment.

Unions can negotiate for provisions in collective agreements to protect women against direct and indirect discriminatory practices:

Checklist:

General equal opportunities clause, expressing the commitment of the union and the employer to promoting equal opportunities for women and men;

Opportunities for women, including those with non-permanent contracts, to apply for all positions and to benefit from training programmes;

Non-discrimination against workers with family responsibilities, in particular with respect to promotion and advancement;

Avoid informal systems of recruitment that often prejudice women;

Carefully determine what training, education or past experience is actually needed for a position, as well as whether age limits or mobility requirements are absolutely essential;

Job application forms should include only those questions relevant to the job;

If the candidate is successful, then questions such as marital status and number of children can be asked if linked to particular benefits;

Neutral job descriptions -- if they are gender-specific, stereotypes are enforced. Women may also feel excluded;

Gender-inclusive language in the collective agreement -- if possible avoid saying 'the worker, he shall.....'. Gender-inclusive language shows a commitment to equality;

Equality officer or women's committee to implement objectives and review progress;

Training in equal opportunities issues for all those involved in recruitment and negotiations;

Reversal of burden of proof -- once a worker can show she/he was disadvantaged, it is for the employer to prove that it was not on the basis of sex.

The burden of proof is an important issue in the context of sex discrimination and should be discussed in negotiations. Especially since discrimination tends to be indirect, it may be important to negotiate for the reversal of the onus of proof. Once a worker can show that she/he was disadvantaged, it is for the employer to prove that it was not on the basis of sex.

In Italy a law promoting equality between the sexes and abolishing all forms of discrimination between men and women at the workplace was unanimously approved by Parliament in 1991.

A significant feature of the law is that where is there an allegation of discrimination, the onus is on the alleged discriminator to prove his or her innocence. Charges may be brought against an employer, or other organization, without having to prove a specific instance of discrimination. All that is necessary is to provide coherent factual or statistical evidence in such areas as recruitment, pay rates, task and job assignments, transfers, promotions or dismissal showing that one sex is, directly or indirectly, more favoured by the policy than the other. The organization will then have the burden of disproving the evidence.

Reported in the Social and Labour Bulletin, Vol.2/91, and quoted in Olney et. al., 1998.Gender Equality: A Guide to Collective Bargaining. Booklet 5. Geneva: ILO.




b. Equal opportunities agreement

To protect workers from both overt and more subtle forms of discrimination and victimization, unions can negotiate an equal opportunities policy and agreement. Persuading employers to adopt a general statement of intent is the first step that unions can take towards negotiating a workable equal opportunities agreement. Equal opportunities is about the right of all workers to be treated fairly regardless of their sex, race, sexual orientation, marital status or other characteristics such as age, colour, religion, disability, political or other opinion, national or social origin. It is about getting rid of discrimination and prejudice at work and in the union, and about making sure that no workers are treated unjustly.

When preparing to negotiate or review an equal opportunities agreement with employers, union negotiators may find the following questions useful:

Checklist: (1)

Do you have an equal opportunities agreement?

Do all members and prospective members know about it?

Is it published or advertised?

Is it monitored?

Is it reviewed by management and union representatives? If so, how and how often?

Does it deal with job segregation, or lack of promotion for women?

Does it commit management to take positive action where the policy is not working? If so, what positive action has been taken and is it showing results?

Are management and employees trained on the policy? Is the training regularly updated?

Is there a joint union/employer equal opportunities committee? Does it meet on a regular basis?

Is there an agreed procedure for investigating complaints about recruitment, appointments and promotions?

Can staff get paid time off to attend union training on equal opportunities?

Does the agreement demand that all collective agreements are reviewed to eliminate any sex bias?

It may also be very useful for negotiators to bear in mind the following points about equal opportunities.

Remember:

Example: Enhanced maternity or child care leave for women may facilitate their continued participation in wage work, but may reinforce the premise that women have, and should continue to have, primary responsibility for childcare (and other dependent care) with a consequent intermittent (and less `committed') attachment to the workforce than men. It would be better to have provisions targeted at men, such as paternity leave, to foster greater sharing of social responsibilities.

Example:The existence of part-time work or other flexible work arrangements may enable workers to combine domestic responsibilities and paid work. But gender equality is unlikely to be achieved where part-time work is ghettoised into low graded `women's jobs' or detached from a company's internal labour market and remuneration system. Negotiators need to know not simply that there is provision for part-time work but at what occupational levels such work exists, to whom it is available and on what conditions;