Equal Employment Opportunities for Women and Men

Promoting Gender Equality - A Resource Kit for Trade Unions

Gender Promotion Programme
International Labour Office
August 2001


Promoting Gender Equality - A Resource Kit for Trade Unions

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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;
Equal opportunity measures
  1. Barrier elimination measures to remove or change policies and practices which cause a particular sex or group of workers to be excluded from certain occupations or which limit them to a small unrepresentative number. Such measures could include:

  1. Positive or affirmative action measures or special efforts which are put in place over a period of time to offset imbalances due to past discrimination. These measures reflect the understanding that without temporary measures to alter past discriminatory structures, efforts to achieve equality will be unjustifiably slow, and also that economic efficiency is impaired by the under-utilization of the potential of a large segment of the workforce. There are normally four components:

  1. Supportive measures which are similar to positive measures, except that they also benefit all employees, whether or not they are a designated sex or group member. These measures could include:

  1. Accommodation measures to ensure that jobs, tools and workplaces “fit” women or members of the designated group. They could include:

Source: Canadian Labour Congress. Bargaining for Equality. CLC Women’s Symposium November1-3 1998.

 

TUC Model Equal Opportunities Clause

"The parties to this agreement are committed to the development of positive policies to promote equal opportunities in employment regardless of workers' sex, marital status, sexual orientation, creed, colour, race, ethnic origins or disability. This principle will apply in respect of all conditions of work including pay, hours of work, holiday entitlement, overtime and shift work, work allocation, guaranteed earnings, sick pay, pensions, retirement, training, promotion and redundancy.

The management undertake to draw opportunities for training and promotion to the attention of all eligible employees, and to inform all employees of this agreement on equal opportunities. The parties agree that they will revise from time to time, through their joint machinery, the operation of this equal opportunities policy. If any employee considers that he or she is suffering from unequal treatment on the grounds of sex, marital status, sexual orientation, creed, colour, race, ethnic origin or disability, he or she may take a complaint which will be dealt with through the agreed procedures for dealing with such grievances".

Source: TUC. Working Women A TUC Handbook for all Trade Unionists. London: TUC, p. 70.

c. Training and Promotion

Women are often denied access to training and promotion which limits their ability to meet the challenges of changing technologies and to advance in their jobs.

Employers often perceive that women are more likely to leave employment because of family responsibilities and hence do not invest in upgrading their skills and fully developing their capacities. Women are also under-represented in senior positions both because of stereotyped assumptions and interrupted work histories. Without the opportunity to upgrade their skills and qualifications, women will continue to be denied the opportunity to move to higher paid jobs. Unions can negotiate to:

Checklist:

Press for greater training and richer task-assignment opportunities for women, including those in non-permanent positions;
Ensure that women workers have access to information on training opportunities;
Make company training programmes more flexible and responsive, so that women workers can be more adaptable and multi-skilled, rather than having traditional stereotyped vocational and sex-segregated skills. It is important that there are provisions to ensure that women are able to avail themselves of training opportunities, eg. through flexible training schedules and childcare facilities;
Where necessary, provide reserved places for women in training and retraining opportunities, and set targets or quotas, with clear timetables, for recruitment or promotion;
Ensure that training programmes have the following objectives:
Ensure that skill upgrading and job-enrichment are duly recognized in individual evaluation procedures and calculation of pay and for career progression;
Make all selection and promotion systems transparent and establish union participation in procedures;
Ensure that women receive credit for work-related experience and that they do not lose their seniority due to career breaks.
1. In Sweden, the Trade Union Confederation (LO) reached agreement with the Employers' Confederation to test out an ideal training model for women workers, offering increased protection against unemployment. The training took place in an area with a high concentration of industries employing poorly qualified women workers. It was coordinated by the vocational training centre of the town. The course ran for 18 weeks, including a first week of guidance to overcome a number of psychological obstacles. The technical elements were adapted in line with the needs of five participating local companies. The evaluation of the initiative showed that the existence of a local coordinator contributed to its success. At any point, a participant could speak to the coordinator about a personal problem. During the course, zero absenteeism was registered and all the trainees subsequently found interesting jobs.

2. The trade union in Ferrero, a confectionary company in Belgium, signed a collective agreement with management defining a number of objectives in the area of equality of opportunity. One of the issues covered was the training of forklift truck drivers. Correct handling of the machinery is vital to the company and can bring access to more interesting jobs. Women initially had reservations about driving a forklift. The positive actions working group set up within the company consequently decided to train women as forklift drivers. They began by training an in-factory instructor. An in-factory instructor meant the women did not have to travel for training, and also benefited the men taking the course. Although the initiative was by the union, the company has also come to see the advantages as insurance statistics show that women drivers tend to be more careful and to cause fewer accidents.

Source: ETUC, UNICE and CEEP. 1995. Women and Training in Europe. Brussels: ETUC, pp.45,56.

 

Relevant ILO Standard:

Human Resources Development Convention, 1975 (No.142) and

Recommendation, 1975 (No.150)

ILO Human Resources Development Recommendation, 1975 (No.150)

VIII. Promotion of Equality of Opportunity of women and Men in Training and Employment

(1). Measures should be taken to promote equality of opportunity of women and men in employment and in society as a whole.

(2) These measures should form an integral part of all economic, social and cultural measures taken by governments for improving the employment situation of women and should include, as far as possible - (a) educating the general public and in particular parents, teachers, vocational guidance and vocational training staff, the staff of employment and other social services, employers and workers, on the need for encouraging women and men to play an equal part in society and in the economy and for changing traditional attitudes regarding the work of women and men in the home and in working life; (b) providing girls and women with vocational guidance on the same broad range of educational, vocational training and employment opportunities as boys and men, encouraging them to take full advantage of such opportunities and creating the conditions required for them to do so; (c) promoting equality of access for girls and women to all streams of education and to vocational training for all types of occupations, including those which have been traditionally accessible only to boys and men, subject to the provisions of international labour Conventions and Recommendations; (d) promoting further training for girls and women to ensure their personal development and advancement to skilled employment and posts of responsibility, and urging employers to provide them with the same opportunities for extending their work experience as offered to male workers with the same education and qualifications; (e) providing day-care facilities and other services for children of different ages, in so far as possible, so that girls and women with family responsibilities have access to normal vocational training, as well as making special arrangements, for instance in the form of part-time or correspondence courses, vocational training programmes following a recurrent pattern or programmes using mass media; (f) providing vocational training programmes for women above the normal age of entry into employment who wish to take up work for the first time or re-enter it after a period of absence.
 

d. Sexual harassment

Sexual harassment is a serious, although often misunderstood, form of sex discrimination. It is also a safety and health issue at the workplace.

Legal definitions vary from country to country, but the one paramount principle is that sexual harassment refers to sexual conduct which is unwanted by the recipient. In the Collective Agreement on the Prevention and Resolution of Harassment-related Grievances between the International Labour Office and the ILO Staff Union, sexual harassment is defined as:

"any unwanted or unwelcome conduct of a sexual nature, in a workplace or in connection with work, which makes a protected person feel humiliated, intimidated, discriminated against or offended. The distress caused by the act or series of acts may be intentional or unintentional. Sexual harassment can be coercive sexual behaviour used to control, influence or affect the job, career or status of a protected person. It can also be manifested when one or more persons submit a protected person, at any level, to offensive behaviour or humiliation on the basis of that protected person's sex or sexuality, even though there may be no apparent impact on the career or employment of the protected person concerned".

Sexual harassment can take many forms and may include:

Men may be victims of sexual harassment, but most often it is women who suffer - because of societal attitudes and their often precarious employment position. Those in low-status jobs or with precarious employment contracts find it difficult to complain or seek support for fear of jeopardizing their job. Sometimes women who complain about being harassed are shunned, victimized or told they "cannot take a joke". Sexual harassment can result in:

With increasing recognition that sexual harassment needs to be tackled as a labour-management issue, it is being included more and more on the collective bargaining agenda. Provisions in collective agreements could include measures, such as:

Checklist:

The issuing and publicizing of strong policies against sexual harassment. Many companies now have a "zero tolerance" message that sexual harassment is not only an affront to equitable treatment but also a serious form of misconduct that will not be tolerated:

"The Company will not tolerate, condone or allow sexual harassment, whether engaged in by fellow employees, supervisors, clients or other non-employees who conduct business with this Company. The Company encourages reporting of all incidents of sexual harassment, regardless of who the offender may be."
 

Information and education campaigns drawing attention to the various forms of sexual harassment and the fact that it will not be tolerated;
The provision of information, education and training for all employees and management on what constitutes unacceptable behaviour. Awareness raising and sensitization is often the single most important preventive measure that can be taken against sexual harassment in the workplace
The establishment of specific measures to deal appropriately with sexual harassment complaints:

Dealing with sexual harassment: a trade union guide

  1. Sexual harassment will be eradicated most effectively if there is joint employer/union action. A policy statement can be drawn up in consultation with the union and a model clause included in collective agreements and a grievance procedure established.
  2. Sample clause in a collective agreement: “The union and the employer recognize the problem of sexual harassment in the workplace and are committed to ending it. Sexual harassment shall be defined as:
  • unnecessary physical contact, touching or patting;
  • suggestive and unwelcome remarks, jokes, comments about appearance and deliberate verbal abuse;
  • leering and comprising invitations;
  • use of pornographic pictures at the workplace;
  • demands for sexual favours;
  • physical assault.
  1. Grievances under this clause will be handled with all possible speed and confidentiality. In settling the grievance, disciplinary action will be taken against employees and supervisors who engage in any activity prohibited under this clause. Every effort will be made to relocate the harasser, not the victim.
  2. Grievance procedure: Grievances can be handled through the normal grievance procedure. However, unions may want to negotiate special grievance provisions to handle the unique circumstances of sexual harassment cases. Such a procedure would guarantee confidentiality and promptness and be handled by someone outside the immediate workplace on the management side.
  3. Shop stewards and local officials should receive special training in the handling of sexual harassment cases. They should ensure that these are treated seriously and that they are supportive of the worker involved. Because of the nature of sexual harassment, it is important for officials to recognize that women workers may find it easier to talk to a woman rather than a man about the problems they are experiencing. A woman steward, representative or adviser could be nominated or elected to handle complaints at the earliest stage of action.
  4. The nature of sexual harassment means that in many cases it will be the word of the harasser, who is often in a more influential position, against the victim. Such cases need to be handled sensitively and in a painstaking manner.
  5. When a case of sexual harassment is notified to the union representative, the representative should: encourage the worker to record details of each occurrence of harassment and monitor any changes in work patterns or attitude of the harasser; find out if other workers have experienced similar problems and ask them for details; discuss with the worker concerned how the case should be pursued; seek the support of other workers for the victim as there may be witnesses to some incidents.
  6. The exact steps to be taken will depend on the nature of the case and the procedures negotiated. A resolution should be obtained which best satisfies the complainant. It should be the harasser who is transferred or, if necessary, dismissed and not the victim.
  7. It is extremely important that women members are not afraid to report cases of sexual harassment and that they are given support and help once they have reported their problem. It is vital that women feel confident that their local trade union officials and their union at national level take the matter seriously and deal with it effectively.

Source: ICFTU Equality Department: Sexual harassment at work: a trade union guide

 

2.2. Wages and benefits

a. Equal Pay

In the survey of trade unions, equal pay was the second most common gender matter (after maternity protection) included in collective agreements. Worldwide, women continue to earn 20-30 per cent less than men. In the recent ICFTU Ask a Working Woman Survey, equal pay ranked eighth and higher pay ranked first among the respondent's priorities [ Booklet 2, p. 14].

Relevant ILO Standard:

Equal Remuneration Convention, 1951 (No.100) and Recommendation, 1951 (No.90) .

ILO Equal Remuneration Convention, 1951 (No. 100)

Article 1

For the purpose of this Convention

1. the term "remuneration" includes the ordinary, basic or minimum wage or salary and any additional emoluments whatsoever payable directly or indirectly, whether in cash or in kind, by the employer to the worker and arising out of the worker's employment; 2. the term "equal remuneration for men and women workers for work of equal value" refers to rates of remuneration established without discrimination based on sex.
Article 2

Each Member shall, by means appropriate to the methods in operation for determining rates of remuneration, promote and .... ensure the application to all workers of the principle of equal remuneration for men and women workers for work of equal value.

 

To bargain for equal pay for work of equal value, unions could:

Checklist:

As a first step, gather information to establish a general picture of gender and pay. For example, the Commission of the European Communities has issued a Code of Practice on the Implementation of Equal Pay for Work of Equal Value (3). The code sets out a list of key indicators of potential sex bias. Unions could use this code to review their workplace to determine if:

b. Job evaluation

Job evaluation (also called job appraisal or job assessment) is important to ensure equal pay, particularly in situations where women and men do not normally work alongside each other. Job evaluation is a comparison of the relative value of different jobs in terms of the level of demand the work makes on the average worker. The abilities of the individual workers are not measured. Where sex stereotypes are used in the process of evaluation, this can result in the undervaluation of the jobs mainly held by women. For example, traditional schemes tend to measure only the physical and mental aspects of work and do not include factors that adequately measure dexterity, caring functions, organizing or coordinating activities of people. Or where market rates are used to establish the relative weight of factors, these may simply reflect historical discrimination in the labour market.

Unions should, therefore, bargain for the use of gender neutral job evaluation criteria that define and value factors in an objective manner -- taking into account only those aspects required to perform the work to the expected level of accuracy and efficiency, without being influenced by feminine stereotypes or bound by traditional criteria; and that conceptualize work as having human relations skills and emotional aspects, as well as mental and physical aspects.

Gender neutral job evaluation criteria

c. Pensions

Pensions are deferred pay - pay a worker gets after he/she retires. So the right to a decent pension is important for women. It is another aspect of equal pay. The social security offered by pensions is also important because women are making up the majority of the over 60 years population in almost every country of the world. In addition, more and more women in the world today can expect to be single, separated, divorced or widowed and need a pension in their own right.

But women are often disadvantaged regarding pension schemes because:

Unions need to monitor and counter these trends through collective bargaining to ensure that older women workers have financial security upon retirement. They should also take into account that more and more workers are changing employment over the course of their lives. Portability of pensions is extremely important, and unions need to ensure that pensions are valued fairly at the time of transfer from one employer to another. In negotiating a pension scheme, unions should:

Checklist:

Start off by ensuring that women receive equal pay and equal opportunities;

Ensure that employer pension schemes are available to all employees, including part-time workers

Ensure that women can be given pension credits to allow for the fact that they are likely to have periods outside paid employment;

Reduce the theoretical working life of women to allow for likely interruptions. Thus fewer but greater pension payments can be paid for women workers to ensure that women receive the same pension on retirement as their male colleagues

Link pension contributions to maternity leave to ensure continuity of provision(Remember, however, that this is harder with longer periods of absence);

Allow for voluntary contributions enabling workers to make up any shortfall in their pension. (But again, this may not be an ideal solution as women are literally forced to pay for any interruption in their employment history).

The Trades Union Congress (TUC) United Kingdom recommends the following scheme improvements to enhance equal opportunities for women in pensions:
  • an equalized pension age with the opportunity to work on for an enhanced pension;
  • the admission of part-timer workers to the scheme;
  • improved widow's and widower's pensions at a level above the minimum required by recent law;
  • dependents' pension and a lump sum for financial dependents of all scheme members regardless of sex;
  • equalized and improved death benefits;
  • recognition of all maternity leave in the calculation of pensionable service;
  • no exclusion from the occupational scheme on the grounds of age.

Source: TUC. 1989. Equality in occupational pension schemes. London: TUC.
 

2.3. Family-friendly policies

Harmonising working life and family responsibilities is a challenge for both women and men. Yet it is often women who bear the biggest burden of earning an income while still assuming the care of children and other family members and taking care of domestic chores. This double burden is acutely felt in many countries where domestic roles are perceived as entirely feminine yet the need for cash income is forcing more and more women to seek paid work. Changing economic, demographic, social and migration patterns also mean that women are increasingly becoming heads of households, solely responsible for income generation and running their homes.

Trade unions have a crucial role in easing this burden through bargaining for 'family-friendly' polices at the workplace, benefiting both men and women workers, their families and communities. There is a broad range of family-friendly measures which trade unions can include in collective agreements, such as childcare, elder care, maternity protection and benefits, family leave and alternative work schedules.

Advantages of family friendly policies

Employers benefit from:

improved employee commitment

improved retention of skilled workers

increased returns on training and investments

reduction in absenteeism and unplanned absences

reduction in costs associated with staff attrition and workers' compensation

improved staff morale

improved occupational health and safety performance

enhanced public image and competitive edge in recruiting

Employees benefit from:

improved level of communication with family members

enhanced career and development opportunities

maintenance of skills

greater focus and energy at work, along with increased motivation and job satisfaction

increased job security arising from the knowledge that a commitment to family will not be viewed as lack of commitment to the organization

reduction in stress as a result of flexible and more suitable working arrangements

maintenance of physical and emotional health

Source: Australian Public Service Division pamphlet, 1994.
 

Relevant ILO standard:

Workers with Family Responsibilities Convention, 1981 (No.156) and

Recommendation, 1981 (No. 165) .

ILO Workers with Family Responsibilities Convention, 1981 (No. 156)

Article 1

1. This Convention applies to men and women workers with responsibilities in relation to their dependent children, where such responsibilities restrict their possibilities of preparing for, entering, participating in or advancing in economic activity.

2. The provisions of this Convention shall also be applied to men and women workers with responsibilities in relation to other members of their immediate family who clearly need their care or support, where such responsibilities restrict their possibilities of preparing for, entering, participating in or advancing in economic activity.

Article 2

This Convention applies to all branches of economic activity and all categories of workers.

Article 3

1. With a view to creating effective equality of opportunity and treatment for men and women workers, each Member shall make it an aim of national policy to enable persons with family responsibilities who are engaged or who wish to engage in employment to exercise their right to do so without being subject to discrimination and, to the extent possible, without conflict between their employment and family responsibilities.

2. For the purposes of paragraph 1 of this Article, the term "discrimination" means discrimination in employment and occupation as defined by Articles 1 and 5 of the Discrimination (Employment and Occupation) Convention, 1958.

Article 4

With a view to creating effective equality of opportunity and treatment for men and women workers, all measures compatible with national conditions and possibilities shall be taken -

(a) to enable workers with family responsibilities to exercise their right to free choice of employment; and

(b) to take account of their needs in terms and conditions of employment and in social security.

Article 8

Family responsibilities shall not, as such, constitute a valid reason for termination of employment.

 

Parental Rights Agreement

The South African commercial, Catering and Allied Workers' Union (SAC-CAWU)has successfully negotiated a far-reaching parental rights agreement with the commercial chain Macro. The general principles of the agreement are:

  • The parties commit themselves to the elimination of discrimination based on sex, race and gender;
    • The agreement aims to ensure that women are not unfairly discriminated against on the grounds of pregnancy, and that male and female employees who are parents of young children are able to exercise their parental responsibilities;
      • The parties acknowledge the equal right of men and women to combine a job and family life, to work under safe and healthy conditions and to give their children the necessary care and attention;
        • The Company agrees that it has a social responsibility towards its workers and their children;
          • The parties acknowledge the right of parents to decide freely and responsibly on the number and spacing of their children.


          The agreement provides guarantees against dismissal for being pregnant, forbids retrenchment while on parental leave, guarantees all women employees 12 months maternity leave, with 9 months paid, provides for 14 days paid paternity leave for male employees, with the right of parents to divide up the leave time if both are employed by the company, guarantees the right to return to employment after parental leave, and provides for special health and safety protection for pregnant mothers as well as time off for pre- and post natal care.

          Source: Women at Work, Spring 1993
 

a. Childcare

Childcare is a necessity for working parents. Childcare provisions are not only about full-time daycare for pre-school children. Working parents also need care for school-age children before and after school; back-up for sick children or in emergencies; and care for children during evenings, weekends, holidays and when parents are working non-standard hours. Unions can negotiate for various options to solve these child care problems:

Allocations or facilities may be provided by the employer, the State or in some cases co-sponsored by unions and employers. Unions are finding innovative solutions to provide child care for their members through bargaining. Childcare bargaining strategies could include:

[ Website: http://laborproject.berkeley.edu/bargcld.html ]:

Resource and referral: finding high quality, reliable and affordable care can be very difficult for working parents. Resource and referral services can help employees with appropriate and available child care providers, taking into consideration the special needs of each family. An employer may contract with an outside agency or handle referrals in-house. Resource and referral services also can help develop child care resources in an area if no appropriate child care exists.

International Brotherhood of Electrical Workers Local 1245 bargained with Pacific Gas and Electric to establish a Child Care Resource and Referral Program, available to all employees. The program helps parents find the right solution for their specific needs: a child care centre in their community, an in-house caregiver or a child care provider for sick children. The program provides a child care referral hot-line and information to help employees evaluate caregivers.
 

Child care tax programmes and funds: Such programmes or funds can be in the form of tax programmes, such as a dependent care assistance plan or flexible spending account, a child care fund or a direct financial assistance arrangement.

The International Union of Electrical Workers and General Electric contractually established a Dependent Care Reimbursement Account allowing eligible employees to designate up to $5,000 a year to be deducted from their pay on a pre-tax basis. Funds in the account can be used to reimburse employees for day care for children under 15 or for dependent care for another dependent of the employee who is mentally or physically unable to care for himself or herself.

The Health and Human Services Union negotiated in 1989 for a child care fund which, by 1992, had been expanded to cover 168 hospitals and health care facilities and 39,000 members. Employers contribute a percentage of gross payroll to the fund. A labour/management committee at each institution decides what benefits to offer at that site. Benefits offered include cash vouchers for child care and after-school care, summer camp subsidies, child care resource and referral services, a holiday program, a cultural arts program and a child care centre.

 

Providing child care (centres, networks of family day care homes and subsidized slots): Setting up a child care centre is a costly and time-consuming process. Before negotiating for a child care centre, the union needs to consider the needs of members: do they prefer in-home or centre care, what shifts do they work, are their children pre-school age? If the union decides to set up a centre, some important questions are: 

The American Federation of State, County and Municipal Employees, Public Employees Federation and Union of University Professors negotiated with the State of New York to develop the Empire State Child Care Network, which included 50 on-site child care centres serving children of state employees. A labour/management child care advisory committee administers a fund to set up non-profit centres and to support and expand the network of centres. Families are charged on a sliding scale for use of the services. Some centres also provide kindergarten, summer and after-school care for school-age children.

Canadian Autoworkers Union bargained with Chrysler, Ford and General Motors for a Child Care Fund that funds both extended-hour child care centres and a network of family day care homes for shiftworkers who want their children in a more home-like setting. The employers contribute four cents per hour worked. A non-profit agency set up by the CAW directly employs the child care providers, who receive benefits including paid vacation and sick time, health care, pension and overtime pay.

 

Backup and sick child care: Backup care can be provided for mildly sick children, on days when normal care arrangements fall through or in other unusual situations. Parents of school-age children may need child care during summer vacations and on holidays. Backup care can be provided through a special programme, such as employer subsidies for in-home care or a backup centre, or by allowing parents to use their sick time to care for sick children.

Local chapters of the Service Employees International Union negotiated a fund with Alameda County to provide emergency reimbursement for parents whose children are mildly sick or who, for some emergency reason, are unable to use their regular care provider. Employees receive reimbursement for 90 per cent of up to $80 a day, to a maximum of $350 a year. The employer also provides resource and referral services for families who need sick or emergency care.
 

Extended hours/before and after school care: Many working parents need child care before 9am and after 5pm, including before and after school hours and during extended hours when parents are working shifts.

The United Automobile, Aerospace and Agricultural Implement Workers of America worked with businesses in Tonawanda, NY. to create a child care consortium. The consortium developed day care programmes that are available in the daytime, before and after school and during holidays and vacations. The consortium also has an emergency backup telephone network to provide care for families whose regular provider becomes unavailable.
 

b. Maternity protection and benefits

Maternity protection and benefits represent the gender equality issue most frequently included in collective agreements [ Booklet 6 on the ICFTU campaign on maternity protection]. Although pregnancy and maternity are uniquely biologically specific to women, reproduction itself is a social function which should be protected for both women and men. Pregnancy and maternity should not restrict women from their right to work and should not constitute grounds for discrimination against them. Collective bargaining should therefore ensure that:

Statutory rights to maternity protection are observed;
Improvements are made to the protection and benefits provided by law;
Maternity protection is covered in the collective agreement in those countries where there are still no legal provisions.

Maternity protection and benefits should be viewed as a package including non-discrimination, job security, maternity leave, cash benefits, health protection measures and nursing breaks. Unions can bargain to ensure:

Checklist:

Prohibition of pregnancy testing for recruitment or while on the job;
No victimization or loss of job due to pregnancy;
All women employees receive sufficient maternity leave to ensure the recovery of the mother and development of the child;
Any illness related to maternity will warrant extra leave as well as in the case of multiple births such as twins, or other exceptional deliveries such as caesarean delivery;
Maternity leave does not result in decreased job security;
The right to return to the same or similar job after maternity leave, parental or extended leave;
Leave for miscarriage or still birth.

Unions can use collective bargaining to also ensure that pregnant and nursing women are able to continue to work and to cope with their pregnancy and meet family responsibilities by ensuring that they have:

The right to lighter and non-hazardous work, especially where chemicals are used or heavy weight lifted by workers manually;
Flexible working hours so that they can avoid travelling during peak hours, particularly when public transportation is inadequate;
Shorter working hours;
Additional rest breaks;
The ability to move from night work to day work;
The right to nursing breaks without reduction in pay.

Relevant ILO standard:

Maternity Protection Convention, 2000 (No.183)

ILO Maternity Protection Convention, 2000 (No.183)

Scope Article 2

1. This Convention applies to all employed women, including those in atypical forms of dependent work.

Health protection Article 3

Each Member shall, after consulting the representative organizations of employers and workers, adopt appropriate measures to ensure that pregnant or breastfeeding women are not obliged to perform work which has been determined by the competent authority to be prejudicial to the health of the mother or the child, or where an assessment has established a significant risk to the mother's health or that of her child.

Maternity leave Article 4

1. On production of a medical certificate or other appropriate certification as determined by national law and practice, stating the presumed date of childbirth, a women to whom this Convention applies shall be entitled to a period of maternity leave of not less than 14 weeks.

Leave in case of illness or complications Article 5

On production of a medical certificate, leave shall be provided before or after the maternity leave period in the case of illness, complications or risk of complications arising out of pregnancy or childbirth. The nature and the maximum duration of such leave may be specified in accordance with national law and practice.

Benefits Article 6

1. Cash benefits shall be provided, in accordance with national laws and regulations, or in any other manner consistent with national practice, to women who are absent from work on leave referred to in Articles 4 or 5.

7. Medical benefits shall be provided for the woman and her child in accordance with national law and regulations or in any other manner consistent with national practice. Medical benefits shall include prenatal, childbirth and postnatal care, as well as hospitalization care when necessary.

8. In order to protect the situation of women in the labour market, benefits in respect of the leave referred to in Articles 4 and 5 shall be provided through compulsory social insurance or public funds, or in a manner determined by national law and practice. An employer shall not be individually liable for the direct cost of any such monetary benefit to a woman employed by him or her without that employer's specific agreement.

Employment protection and non-discrimination Article 8

1. It shall be unlawful for an employer to terminate the employment of a woman during her pregnancy or absence on leave referred to in Articles 4 or 5 or during a period following her return to work to be prescribed by national laws or regulations, except on grounds unrelated to the pregnancy or birth of the child and its consequences or nursing. The burden of proving that the reasons for dismissal are unrelated to pregnancy or childbirth and its consequences or nursing shall rest with the employer.

2. A woman is guaranteed the right to return to the same position or an equivalent position paid at the same rate at the end of her maternity leave.

Article 9

1. Each Member shall adopt appropriate measures to ensure that maternity does not constitute a source of discrimination in employment, including - notwithstanding Article 2, paragraph 1 - access to employment.

2. Measures referred to in the preceding paragraph shall include a prohibition from requiring a test for pregnancy or a certificate of such a test when a woman is applying for employment, except where required by national laws or regulations in respect of work that is (a) prohibited or restricted for pregnant or nursing women under national laws or regulations; or (b) where there is a recognised or significant risk to the health of the women or child.

Breastfeeding mothers Article 8

1. A woman shall be provided with the right to one or more daily breaks or a daily reduction of the hours of work to breastfeed her child.

 

c. Family Leave

Family leave allows employees to take time off work to care for their families or recuperate from serious illnesses with a guaranteed job when they return. Unions can bargain for [ Website: http://laborproject.berkeley.edu/bargfam.html ]:

Paternity Leave: A male worker whose spouse/partner has a baby requires time off from work to attend to the pressing family needs surrounding birth. Paternity leave also gives an opportunity for the father to bond with the new child and to accept family responsibilities. This might entail taking the woman to and from hospital, attending to the other children during her absence and giving emotional support to the new mother. The union can negotiate for paternity leave (perhaps one to two weeks). It is important that the rate of pay for such leave is considered. Rather than calculating paid leave on the basis of basic pay, average earnings (including average overtime pay) could be used. Paternity leave can be negotiated not just in the event of birth but also to cover the adoption of a child. Leave might also be given in the case of miscarriage or a stillbirth.
Parental leave (paid and unpaid): Parental leave is taken by mothers and fathers to care for newborn, newly adopted or foster care children. It is very effective in reducing turnover, training costs and absenteeism. The best parental leave language provides for paid leave, but many contracts offer unpaid leave as well.

American Federation of Musicians Local 6 negotiated for 13 weeks paid maternity leave for female employees after the birth of a child. Birth fathers and adoptive parents receive one week paid leave after the birth or adoption of a child.
 

Family Leave: Family leave is broader in scope than parental leave in that it gives an employee the right to take time off from work not only to care for a newborn or newly adopted child but also to care for a family member who is seriously ill or for other family related reasons.

United Steelworkers of America Local 12075 negotiated an agreement with Dow Chemicals Company allowing for up to 24 weeks of unpaid family leave for full-time employees who had worked at least 1,000 hours during the previous year. This leave may be taken by parents of newborn or newly adopted children or by employees who need to take care of seriously ill family members including natural, adopted or stepchildren, spouses or an employee's or spouse's parents.
 

Part-time return to work: Many new parents want to work part-time after children are born or adopted. Unions have bargained for part-time return to work for new parents. Unions can also negotiate for a parent to work part-time for a defined period, for example, up to two years at the end of which time the worker decides whether he or she wants to remain permanently part-time or to return to full-time.

The Newspaper Guild Local 52 negotiated a contract allowing a new mother or father to work part-time until his or her child is in kindergarten.
 

Short-term leave: Working families often need the flexibility to take short periods of time off from work, such as a day or two, a half day or just a few hours. Unions can bargain contracts allowing members to take time off for various personal reasons, including school-related activities and adoption proceedings.

Service Employees International Union Local 790 bargained for paid time off for parents and legal guardians to attend conferences with teachers about their children. The benefit allows for release time of up to two hours per semester without loss of pay, if supporting documentation is provided.
 

Donated leave and leave banks: Some union contracts allow employees to donate their own leave directly to another employee who has used all of his or her own leave or to a leave bank. Donated leave and leave banks usually are reserved for employees experiencing serious family or personal crises.

New York State Nurses Association negotiated to create a policy allowing an employee to donate his or her unused sick leave to another employee suffering from a catastrophic illness.
 

Expanded definition of "family": The traditional idea of "family" as composed of a mother, father and several children does not describe many of today's working families. The definition of family in leave clauses is being broadened to include many different kinds of relationships.

The Public Employees Union of Berkeley bargained to define immediate family as: the mother, father, grandmother or grandfather of the employee or of the spouse of the employee; the spouse, domestic partner, son or daughter of the domestic partner; the son, son-in-law, daughter, daughter-in-law, brother or sister of the employee; or any relative living in the immediate household of the employee.
 

2.4. Hours of work [ Olney et. al. 1998, Booklet 2 ]

a. Flexible working time

Flexible working time agreements allow employees to start and end work during some range of hours. Management could be persuaded to be flexible on working hours, for example, core working hours of six hours per day with flexible working hours on either side, as long as a certain number of hours are covered per week. In other cases, there is an averaging of annual hours. Working only during the school term is also becoming a trend in some countries. The benefits of flexibility for both management and workers should be identified. The union can negotiate the terms and methods of monitoring flexi-time.

Checklist:

Bargain for flexible working hours, including the terms and methods of monitoring flexi-time;
Ensure that management arranges the workload so that work is evenly distributed throughout the "flexible" workday;
Negotiate compressed work weeks where employees work extra time over a certain number of days and have a day off;
Negotiate salary deferral and personal leave plan whereby workers bank a proportion of their salary in preparation for a paid leave;
Negotiate sabbaticals for those who require regular updating in their fields. While sabbaticals are not designed to address family responsibilities, they could be scheduled to coincide with a family event;
Conduct educational sessions with members about work and family issues that address co-worker resentments about those working non-standard days;
Give workers with heavy family responsibilities preference in the selection of hours and holiday schedules.

b. Part-time work with benefits [ Booklet 4 ]

The majority of part-time workers tend to be women. For some women, part-time work is a necessity because of their family responsibilities and the lack of dependent care facilities. But many women have no choice because there are no full-time jobs available. All too often, part-time workers are disadvantaged in terms of:

 

Bargaining can be used to ensure that:

Checklist:

Various types of part-time work arrangements (not just 50 per cent of full-time) are possible;
There is equal treatment for part-time and full-time workers, including the same basic hourly and overtime pay rates;
Part-time employees receive the same benefits and have the same conditions as full-time employees;
Where benefits, such as medical care and access to welfare facilities, are not appropriate for pro-rating, part-time workers are entitled to full benefits (Transport benefits and other cash benefits which are unsuitable for systematic pro-rating may be more appropriately awarded to all workers on a needs basis);
Part-time workers have rights with respect to lay-off, including severance pay;
Avoid thresholds built into eligibility requirements and qualifying conditions, such as minimum number of hours worked or earnings.

Relevant ILO standard:

Part-time Work Convention, 1994 (No.175)

 

Part-time Work Convention, 1994 (No.175)

Article 4

Measures shall be taken to ensure that part-time workers receive the same protection as that accorded to comparable full-time workers in respect of:

(a) the right to organize, the right to bargain collectively and the right to act as workers' representatives;

(b) occupational safety and health;

(c) discrimination in employment and occupation.

Article 5

Measures appropriate to national law and practice shall be taken to ensure that part-time workers do not, solely because they work part-time, receive a basic wage which, calculated proportionately on an hourly, performance-related, or piece-rate basis, is lower than the basic wage of comparable full-time workers, calculated according to the same method.

Article 7

Measures shall be taken to ensure that part-time workers receive conditions equivalent to those of comparable full-time workers in the fields of:

(a) maternity protection;

(b) termination of employment;

(c) paid annual leave and paid public holidays; and

(d) sick leave

It being understood that pecuniary entitlements may be determined in proportion to hours of work or earnings.

 

 

c. Other types of alternative work schedules

[ Website: http://laborproject.berkeley.edu/bargalt.html ]

Alternative work schedules allow men and women to balance the responsibilities of working life and family life. Women especially may have difficulties keeping to fixed schedules because of family responsibilities. Unions can develop many creative strategies to give workers, especially women, greater control over their work lives, and bargain for a broad range of alternative work schedules:

Checklist:

Telecommuting: is working from a site other than the central worksite, usually home. Unions have traditionally opposed telecommuting because work at home is difficult to regulate and could easily become "sweatshop" labour. Another union objection is that workers who telecommute become isolated from each other and difficult to organise. However, telecommuting can offer workers a great deal of flexibility. Women are much more likely than men to be engaged in telecommuting

[ Booklet 5 on homeworkers ]

Service Employees International Union Local 660 negotiated telecommuting standards for county employees under which workers telecommute voluntarily, while spending some days each week at the office. Employees working at home receive all benefits including overtime and are eligible for workers' compensation for job-related accidents.

International Brotherhood of Electrical Workers Locals 827 and 1944 bargained with Bell Systems for a telecommuting arrangement allowing clerical staff to work from home. Bell Systems pays for telephone lines and other necessary equipment. Under the contract, the employer also compensates employees for 30 minutes of time monthly to attend union meetings and provides voice mail to allow the union to communicate with telecommuting members.

 

Job sharing: is increasingly a solution for certain kinds of work to allow the combining of work and family responsibilities. Under a job-sharing arrangement, two part-time employees share one full-time job, taking responsibility for the tasks to be done. The two employees divide the full-time salary between them according to hours worked. Benefits and seniority often are pro-rated according to hours worked, although in some job-sharing situations both may receive full benefits and/or seniority. Job sharers may be in the same legal position as employees who work part-time. Unions can negotiate to ensure that:

Compressed work week: Compressed work schedules allow full-time workers to work all their hours in fewer than five days per week. Common examples of this are schedules allowing workers to work four 10-hour days for an extra day off per week, or eight 9-hour days and one 8-hour day for an extra day off every two weeks.
Making overtime voluntary : For many working families, being forced to stay at work past the regularly scheduled end time can be very stressful, particularly for working mothers who do not have backup arrangements for child care. Unions can negotiate to make overtime voluntary and thereby protect employees from this loss of power over their daily schedules.
Shift swaps: A shift swap provision in a collective bargaining agreement allows workers to exchange shifts or workdays voluntarily to accommodate family needs, such as attending school events or medical appointments.
Voluntary reduced time: allows an employee to reduce the number of hours she or he works in a week in order to have extra time to take care of personal or family needs.

2.5. Health and safety of workers

Historically, occupational safety and health concerns have focussed on male dominated occupations, a practice established before the influx of women into the paid labour force. Women's work was assumed to be safe because the more obvious dangers inherent in many male occupations do not exist. However, women are exposed to health and safety hazards in the work place. For example, female industrial workers in highly competitive export-oriented industries, tend to be exposed to a range of physical safety and health problems in the work environment, as well as psychological stress. Women are also more likely than men to work in smaller establishments where occupational safety and health standards are often poor.

Unions need to negotiate health and safety processes and procedures which take women into account and which include access to information and training, workplace joint committees in which women are members, and special provisions for women who are pregnant or nursing. Relying on legislation and labour inspections is not sufficient. Unions should negotiate to ensure:

Checklist:

Access to information regarding what chemicals or dangerous substances workers are using, and proper instructions, information, labelling and disposal procedures are provided;
Adequate protective equipment and clothing and training on safety procedures are provided;
Adequate ventilation and lighting are provided;
Workers are protected from exposure to extreme temperatures;