Amy L. Lieberman, Esq. © 2014 Insight Employment Mediation (480) 246-3366 What is Sexual Harassment to You? Objectives Identify potential Sexual Harassment and Discrimination Know your Internal company policy Understand your duties as managers under law and policy Realize how to prevent claims Learn what to do if a complaint is made Appreciate other types of illegal discrimination and harassment 5 minute overview Understanding the Law – Title VII of the Civil Rights Act Sexual Harassment = Gender Discrimination Sexual behavior that is “severe” or “pervasive” Must be “unwelcome” Objective & Subjective standard (reasonableness) Must “affect terms and conditions of employment” The role of intent…. If you did not intend to offend – that is not a defense! Discrimination & Harassment “Quid pro quo” (this for that) “Hostile work environment” that is severe and pervasive Objectively offensive to reasonable person (woman) Subjectively offensive to the recipient Alters the terms and conditions of the work environment “Quid Pro Quo” Latin for “this for that” If you go out with me, you can get that promotion If you don’t go out with me, you won’t get that promotion Hostile Work Environment “Severe or pervasive” sexually offensive conduct “Unwelcome” under both objective and subjective standard Affects “terms and conditions of employment” – Let’s talk about…. Generational Differences?“ “Honey” “Sweetie” Terms of Endearment “You look nice today!” Discrimination & Harassment Sexual harassment Verbal or physical conduct of a sexual nature that influences a condition of employment Must be unwelcome Advances, gestures, touches, requests for dates, comments, remarks, threats Display of sexually suggestive/offensive objects, books, photos, cartoons Legally Blonde “We were just joking” The risks of mutual banter… The risks of consensual workplace romance Sexual harassment or not? What is covered? Comments, jokes, teasing, flirtation Hugs, stares, silent treatment Rumors, gossip Social media After-hours, off-premises behavior, texts, emails Major Case Law The law requires you to be knowledgeable! U.S. Supreme Court decisions, Farragher v. City of Boca Raton and Ellerth v. Burlington Industries (1998) require employers to: Have a policy prohibiting sexual harassment and discrimination Ensure the policy is communicated to all Train management Facts of the Cases Farragher: A male lifeguard harassed a female lifeguard that he supervised…lewd remarks, propositions, touching, grabbing…”hostile work environment” – After complaining to a manager who did nothing, she quit, and sued. Facts of the cases, cont. Ellerth: A male manager harassed female who reported to him; threats of “quid pro quo”, but not carried out…she did not give in and later was promoted. She quit, and sued. Facts, cont. What about policies against sexual harassment? Farragher: City had policy but failed to ensure it was communicated to all managers and employees; involved persons were not aware Ellerth: Company had policy, employee was aware of it but still chose not to complain to anyone What did the Supreme Court hold? Look to whether there is a “tangible job detriment” (financial) Look to who is causing the harm – supervisor or coworker If a supervisor is causing the harm, and there is a tangible job detriment – STRICT LIABILITY ON THE PART OF THE EMPLOYER!! The Supreme Court, cont. If no “tangible job detriment”, (i.e. a hostile work environment where the employee is still working in the same position)….the employer can raise an “affirmative defense”: Had a policy, which was communicated Employee unreasonably failed to follow policy and complain Supreme Court, cont. Focus is on “reasonableness” of actions: Employer – had policy, communicated, trained, investigated, took “prompt and appropriate remedial action” Employee – unreasonably failed to follow policy and complain; any fear of retaliation is unreasonable in light of policy that prohibits such conduct. The Rationale Employers have a heightened responsibility when it comes to supervisors, due to power and authority Screen – train – communicate – monitor - remedy Fox News sexual harassment Sexual harassment or not? Workplace harassment What if it’s a co-worker? Negligence is the standard: Did you know of the problem and failed to take any action? Should you have known about the problem? Again, reasonableness is the focus. Same would be true for a customer’s harassing behavior. Why are these rules so important? Sexual harassment and discrimination is still prevalent in the workplace today! Courts have since expanded rules of liability to all types of harassment and discrimination under Title VII Another reason – Impact to the Workplace Everyone deserves a good place to work, free from unlawful treatment. Fair treatment builds trust in management. Increases diverse workforce, with resulting benefits Legitimate acts may be tainted with inappropriate comments or behavior What are the costs? $$$ Remedies ...back pay, front pay, compensatory damages, punitive damages, injunctive relief $$$...costs of defense = legal fees of both sides $$$...future claims by others $$$...lost productivity Negative PR, damage to reputation Low morale, jeopardizes stability of organization More costs… Risk of personal liability Question of indemnification by employer? Responsibilities of Managers Know basics about the law Know your policy Be a role model “Prevent and correct” Know when you have a “duty to act” Prompt investigations Legitimate decisions Law Review: Title VII Title VII of the Civil Rights Act of 1964 (amended 1991) – prohibits discrimination in employment (for employees and applicants) based on race – color – national origin – religion – sex – age – disability. Sex includes both gender discrimination and sexual harassment Applies to same-sex harassment Sexual orientation now covered by many other laws and policies Discrimination & Harassment An act that negatively impacts employment, motivated by unlawful reason prohibited by Title VII and related laws Can be intentional discriminatory treatment Can be unintentional, if the impact negatively affects a protected person or group (“disparate impact”) Discrimination & Harassment Types of actions covered: Hiring Interviewing Promotion Compensation Firing Tangible employment actions…training? Transfer? What is sexual harassment? No Retaliation!! You may not retaliate against someone for complaining or filing a claim based on alleged violation of his or her civil rights Even if the claim turns out not to be substantiated!! The standard is broader; it’s easier to make a claim for retaliation than for the underlying discrimination Summary of Rules Strict liability for supervisors, where there is a tangible job detriment If no tangible job detriment, affirmative defense available ( policy was communicated, not used; employer acted reasonably and/or took prompt and appropriate remedial action) Co-worker or customer: negligence standard (knew or should have known). Summary – When Harassment or Discrimination can Occur Decisions based on sex or response to sexual harassment Assumptions based on gender Disparate treatment of women Harassment / hostile work environment and… Retaliation for making claim Related Claims Assault (no contact), Battery (contact) Intentional Infliction of Emotional Distress Equal Pay Act Pregnancy Discrimination Negligent failure to train, negligent retention, supervision Policy Review What is your organization’s policy? Employee Obligations Not to engage in sexual harassment towards another To complain to management and/or HR Preventing Claims Know when you have a “duty to act”! To prevent and stop sexual harassment and discrimination To comply, you must know the relevant laws and policy Tips for Preventing Claims Treat employees consistently and fairly. Communicate and enforce policy. Promptly address claims of sexual harassment – investigate and remedy. “Prompt and appropriate remedial action” Duty to ACT When does your duty arise? Direct observation of possible violation Someone reports it to you – can be a third party who is aware, or is offended by conduct between others, favoritism based on sex You experience it You learn of claim and must prevent retaliation Preventing Claims Why is the duty to act so important? Your conduct is imputed to the organization! Ignoring a problem suggests it is not taken seriously. You run the risk of continued wrongful behavior, to the employee and others. Investigations Confidentiality: can you promise it? How much privacy can you commit to? Can you agree not to “do anything”? Investigations Documentation Why document at all? Prove the events Inform others Jog memory More accurate than memory Bolsters credibility Creates record if witnesses unavailable Creates impression of fairness Decision-Making “Legitimate Business Criteria” Without regard to personal characteristics or subjective views Not based on assumptions Based on objective business-related criteria Factual, able to be measured and documented Investigations and Decision-Making Making conclusions with subjective criteria can give rise to inferences of discrimination. Bad management can look like harassment or discrimination! Be consistent with past practice, or be able to explain why. Any questions? Thank you!