Equality and Diversity Briefing 1- Bullying and Harassment 1. Introduction The issue of bullying and harassment at work is a serious matter. The Chartered Institute of Personnel and Development published a study in late 2004 showing that 13% of employees r eported having experienced bullying or harassment at work in the previous 12 months. Yet many managers assume that the problem does not exist within their department, often because no one has complained. Many employees may be reluctant to report instances of bullying or harassment out of fear of damaging working relationships with their colleagues, fear of reprisals, embarrassment or worry that they may be perceived as troublemakers. It is important for managers to bear in mind that just because no one has complained this does not mean that bullying or harassment isn’t taking place There are a number of practical and legal reasons why employers must take proactive steps to deal with bullying and harassment in the workplace. 2. The Legislation There is an implied term in every contract of employment that the employer will provide a working environment that is reasonably suitable for the performance by an employee of his or her contractual duties (Waltons & Morse v Dorrington [1997] IRLR 488 EAT ). Bullying can create a hostile working environment, which may breach this implied term. There is also a common law duty to provide a safe system of work and in certain circumstances this can extend to liability for psychiatric illness if it is reasonably foreseeable. This came into sharp focus with stress at work cases in the late 1990s but could apply if an employer failed to address a severe case of bullying. The employer may also be liable for discrim ination if bullying and harassment is of a nature that falls under one of the statutory headings. These are sex, gender reassignment, race, age, disability, sexual orientation and religion or belief. The legislation is such that the employer will be liable for the acts of its employees acting in the course of their employment. This has been interpreted widely by the courts so that serious acts of bullying and harassment that may seem on the face of it to be outside the course of employment are likely to be covered. In all cases of bullying and harassment that are covered by statute, the employer has a statutory defence if it can prove that it took such steps as were reasonably practicable to prevent the bully or harasser from doing that act or acts of that description. For an employer to rely on this defence, it must show that it did everything reasonably practicable to stop acts of bullying and harassment from happening. 3. What is bullying? Bullying at work is behaviour that is: threatening, aggressive or intimidating; abusive, insulting or offensive; cruel or vindictive; humiliating, degrading or demeaning. Bullying will inevitably erode the victim's confidence and self -esteem. It normally relates to negative behaviours that are repeated and persistent , and deliberately targeted at a particular individual. Bullying can be an abuse of power, position or knowledge, and may be perpetrated by the victim's manager, his or h er peers or staff who report to managers. The following table gives some examples of behaviour that could be perceived as bullying, depending on the circumstances. General Line Manager/Supervisor to employee Ostracising someone, i.e. refusing to speak to him or her, blatantly ignoring his or her views or comments, or excluding him or her from work-related or social activities. Deliberately withholding vital work-related information in order to embarrass someone or make him or her look foolish. Personal insults or put-downs. Deliberately imposing grossly excessive or unachievable workloads or impossible deadlines in order to make life difficult for a particular employee. Spreading rumours or gossip or making false allegations about someone in order to discredit him or her. Physical shoving or barring someone's way. Playing practical jokes on someone. Repeated unfair criticism or destructive and negative criticism that focuses on blame rather than future improvement. Criticising the individual in front of colleagues. Excessive or overbearing monitoring of a particular employee's work without good reason. Ordering a particular employee to work below his or her level of ability, or to perform mundane or demeaning tasks, for no proper reason. Removing an employee's responsibility without consultation and for no proper reason. Aggressive or intimidating behaviour towards an individual, especially if displayed in front of others. 3.1. Certain forms of harassment at work will amount to unlawful discrimination. Specifically harassment will amount to discrimination if it is: sex based; sexual in nature; linked to gender reassignment; on racial grounds; on grounds of religion or belief; on grounds of sexual orientation; related to a person's disability; on grounds of age. The right not to be harassed at work extends to all workers, so age ncy temps, casual staff and contractors are protected. Sex-based harassment means harassment of a woman or man based on the person's gender, while sexual harassment means unwanted behaviour of a sexual nature. An interesting feature of the race, religion, sexual orientation and age discrimination legislation is that the alleged harassment does not have to relate to the race, religion, sexual orientation or age of the individual who complains in order to be the valid basis of a claim to a tribunal. An employee could complain of unlawful harassment if he or she experienced: harassment on the grounds that he or she is related to or associates with someone of a particular racial group, religion, sexual orientation or age; or harassment on the grounds of a colleague's mistaken perception that he or she is of a particular racial group, religion, sexual orientation or age. For example, an employee could complain of harassment on the grounds that he or she has a much older or younger partner. Under the various discrimination laws, behaviour will potentially amount to harassment if it is unwanted conduct that has the purpose or effect of: violating a person's dignity; or creating an intimidating, hostile, degrading, humiliating or offensive environment for that person. The term 'unwanted' makes it clear that it is up to the victim of the alleged harassment to decide whether or not a particular type of treatment is offensive to him or her personally. People are different, and what one employee finds hilariously funny may be offensive or degrading to another. In judging whether or not particular conduct may amount to harassment, it is important to bear in mind that the motive of the 'harasser' is irrelevant. The phrase 'purpose or effect' makes it clear that behaviour c an amount to harassment in the absence of any deliberate intention to discriminate. The key issue will be the effect on the person on the receiving end of the behaviour. It will not matter whether others find particular behaviour funny or otherwise acceptable if the same behaviour genuinely causes offence or distress to the person who is complaining about it. Managers should, therefore, refrain from assuming that an employee who objects to certain behaviour is overreacting or that the complaint is trivial. However, the conduct in question must 'reasonably be considered as having that effect'. This phrase ensures a degree of balance between the victim's subjective perception of the treatment and an objective, reasonable viewpoint, and means that an oversensit ive person who takes offence unreasonably at a wholly innocent remark will not have a legitimate complaint of harassment. 3.2. The notion of creating an offensive environment for an individual The phrase 'creating an intimidating, hostile, degrading, humil iating or offensive environment' means that behaviour can amount to harassment even if it is not targeted at an individual. It will be enough that the behaviour creates an atmosphere at work that causes offence to a particular employee, or makes him or her feel uncomfortable. For example, the circulation of sexually explicit material around an office, even though it might not be targeted at a particular employee, could constitute sexual harassment against any woman or man who found it distasteful. Harassment can be physical, verbal or non-verbal and a wide range of different types of behaviour at work may potentially be perceived as harassment. The following table gives some examples of behaviour that could be perceived as harassment. Sex-based harassment Telling jokes about women. Making derogatory sexist remarks. Assumptions of gender based roles e.g. all nurses are female, all technical staff are male Sexual harassment The display of sexually explicit material on computer screens or in calendars. Leering at someone in a manner that is overtly sexual. Physically touching someone in a sexual manner where such conduct is not welcome. Remarks, banter or jokes of a sexual nature. Making sexual suggestions or persisting with sexual advances after it has been made clear that such approaches are unwelcome. Gender reassignment harassment Calling someone a nickname linked to the fact that he or she has undergone gender reassignment, for example 'gender bender'. Inappropriate touching designed to check whether an individual has undergone reconstructive surgery. Leaving items specifically associated with the individual's old or new gender on his or her desk. Racial harassment Calling someone a nickname linked to his or her skin colour or nationality, for example calling an Asian employee 'Paki'. Remarks, banter or jokes about people from different racial backgrounds. Disability harassment Using insulting terminology, such as 'mong', 'retard' or 'spastic', when referring to a disabled colleague. Excessive staring, for example at someone with a facial disfigurement. Mimicking a disabled colleague's mannerisms or speech. Religious harassment Remarks, banter or jokes about particular religious beliefs or religious practices. Derogatory remarks made about a particular item of clothing or jewellery worn by someone as a symbol of his or her religion. Sexual orientation harassment Deliberate isolation of someone on grounds of his or her sexuality or perceived sexuality. Deliberately behaving in an effeminate man ner in the presence of someone who is gay. Calling someone a nickname based on his or her sexuality or perceived sexuality. Age harassment Banter and jokes that make fun of older people or demean their abilities. Calling someone a name linked to his or her age, for example 'daft old bat' or 'young whippersnapper'. Ignoring someone, or treating his or her views as worthless, just because he or she is younger or older than other employees. 4. Guarding against offensive jokes, banter and remarks General banter linked to sex, race, religion, sexual orientation or age is the most common form of harassment in employment. Managers should make sure that they properly brief all their staff as to the types of conduct and speech that might cause offence to others a nd make it clear that such behaviour will be unacceptable. The basic rule should be that any jokes, remarks or banter that might cause offence to another employee on any grounds will not be permitted. Employees should be encouraged to realise that their co lleagues will have differing views and feelings and differing levels of sensitivity about certain matters. Furthermore, no individual employee can ever know every personal detail about his or her colleagues, for example a white colleague may be married to a black person or to someone of a minority religion, or could have a brother who is gay or a daughter who is a lesbian. It should be a requirement in every department that employees treat their colleagues with dignity and respect and refrain from any behav iour that might cause offence. General tips Dos and don'ts Do take prompt action whenever there is evidence of bullying behaviour, whether or not anyone has complained. Do take any complaint seriously. Do investigate all allegations carefully and thorou ghly. Do approach investigatory interviews with an open mind. Do listen carefully and without bias to what employees have to say. Don't jump to premature conclusions about the validity of a particular complaint. Don't show emotion, for example anger, during any of the interviews. Don't try to rush the interview as the employee may need time to respond fully. Don't forget to follow up afterwards to ensure that the matter has been properly resolved, and to make sure that working relationships have settled down and there are no recriminations.