Which below is illegal? • A supervisor refuses to hire applicants who are vegetarian • Two employees are denied promotions because their favorite football team is the New Orleans Saints • An individual is denied a job because he has a visible tattoo on his neck Title VII 1964 (Basic Protections) Illegal for employers to discriminate (hiring, discharge, compensation, terms, conditions, or privileges of employment) because of: Race Color Religion Sex National Origin Original protected groups (others now include age and disability) Who has to comply? Private (1964) and public (1972) companies with 15 or more employees Exemptions: • A bona fide seniority system (BFSS; one that exists without the intention to discriminate) • A bona fide occupational qualification (BFOQ; one that is reasonably necessary for the successful operation of a business) Case Example In early 2009, a male applicant filed suit against Hooters of America after he was turned down for the position of server at the restaurant chain. His claim is that Hooters is engaging in sex discrimination by only hiring females as wait staff. Many years earlier, Hooters settled a class action suit after being faced with a similar allegation. In the settlement, they agreed to pay $3.75 million and open positions in their restaurants to males. But, under the agreement, the position of servers was limited to only females. Today (2010), Hooters is facing another lawsuit alleging discrimination based on weight. A server contends that she was fired because she was judged to be overweight and did not look good in the Hooters uniform. The uniform sizes are reportedly extra-extra small, extra small, and small. Do you think Hooters should be allowed to engage in these practices? Why or why not? Case Examples: Sex as a BFOQ Although sex can qualify as a BFOQ, this is relatively rare. In an early case (Dothard v. Rawlinson, 1977), the state of Alabama claimed that sex (and height and weight) was a BFOQ in defending its policy of segregating male and female prison guards. The state lost on the height and weight requirement (it was used as a proxy for strength) but won on sex as a BFOQ, because of the concern for workplace safety of females. In United Auto Workers v. Johnson Controls (1991), the Supreme Court ruled against the company's defense of sex as a BFOQ. In this case, females of childbearing age were excluded from jobs where exposure to lead was high (a socalled fetal protection policy). But, the concern about fertility was not viewed as a sex-neutral approach by the Court since the policy only affected females, not males. Consequently, the Supreme Court concluded that sex did not meet the requirements of a BFOQ and found Johnson Controls to be guilty of sex discrimination Differential Treatment Discrimination (intentionally treating individuals differently based on their membership in a protected group. 1) Plaintiff [Standards for a Establishing a Prima Facie Case] • • • • Applicant belongs to a protected group Applicant applied and was qualified for a job the employer was trying to fill Applicant, though qualified, was rejected for the position Employer continued to seek applicants with applicant’s qualifications 2) Defendant: A legitimate nondiscriminatory reason exists for the rejection of the person 3) Plaintiff: The organization's reason for the rejection is a pretext for discrimination McDonnell Douglas v. Green Green laid off as part of a large downssizing effort Green patricipated in a "stall-in" and "lock-out" aganist the company – both illegal activities Company advertised for jobs. One of the jobs was for the position of "mechanic" --- Green's former position with the company Green applied for his former job and was rejected Green filed race discrimination lawsuit 1) Green successfully formed a prima facie case: 1) he was a member of a protected group, 2) he applied for and was qualified to perform the job 3) the company refused to hire Green, and 4) the organization continued to seek applicants for the position. 2) Company articulated a legitimate reason for their refusal to rehire Green (e.g., illegal behavior) 3) Green had the option to demonstrate that the company's reason was a pretext for discrimination (e.g., white workers were treated less harshly for performing similar behavior as Green) Disparate Impact Process Phase 1: Challenger --- Evidence (often statistical) that a specific, identified employment practice disproportionately excludes protected group members (establishment of a prima facie case) Phase 2: Company --- Proof that the challenged practice is job-related and consistent with business necessity Phase 3: Challenger --- Proof there is an equally valid, job-related practice with less or no adverse impact Griggs v. Duke Power Promotion Requirements Pass the Wonderlic Personnel Test and Bennett Mechanical Aptitude Test Possess a high school diploma Effects of These Requirements Tests eliminated roughly 94% of blacks as compared to 43% of whites. 12% of Blacks possessed a high school diploma in NC versus Whites (34%) Race Discrimination Lawsuit Filed The Supreme Court ruled against the company: • All tests/equirements must be job related • Intention to discriminate is not required for discrimination to exist • • All tests must meet acceptable professional guidelines for psychometric worth • Employment discrimination may result from the effects of one's actions Basic Adverse Impact Example Group Non-minority Minority Applicants Hired Selection ratio (SR) 100 20 .20 50 ? ? • Is the selection ratio of minorities less than 4/5 (.80) of the non-minority group? • If number of minorities hired is 5, is adverse impact present? • If number of minorities hired is 9, is adverse impact present? Case Example: Connecticut v. Teal (Bottom Line Defense) Connecticut required passing a written test for promotion Blacks who passed the test was 54% compared to 79% for whites (a passing rate for blacks that was 68% less than that of whites). This data suggested an obvious violation of the 4/5 rule ________________________ Black candidates who failed the exam sued, arguing that the test was unrelated to the job and resulted in adverse impact. The state did not question this point. But, argued that the company's final decisions (the bottom line) resulted in a greater percent of blacks (almost 30%) versus whites (13%) being promoted. The Court ruled in favor of the challengers saying the law protects individual employees and that discrimination can exist even though the group as a whole fared well All requirements which function to eliminate those from further consideration must be shown to be job-related and not possess adverse impact. Key Affirmative Action Factors Remedial in nature (e.g., past evidence or findings of discrimination) Narrowly tailored plan Voluntary (e.g., employer adoption of a AA plan due to underutilization of minorities) Limited Duration (a temporary time frame exists) Use of minority status as a "plus" factor (Bakke and Johnson v. Transportation Agency cases; U. Michigan cases --- Grutter (diversity) Yes; Gratz (20 pts.) No No harm to those in the majority • Protection of jobs (e.g., layoffs) Equal Pay Act (1963) Must pay males and females, within a given establishment, same rates for jobs requiring equal: • • • • Skill Responsibility Effort Work conditions Exemptions (affirmative defenses): • • • • A seniority system A merit system A system which measures earnings by quantity or quality of production Any factor other than sex (FOS) Age Discrimination in Employment Act (ADEA) Basic Protections • Protected group – Individuals 40 years of age or older (employees and job applicants) Some Defenses in ADEA cases (1) BFOQ A) “That the BFOQ is reasonably necessary to the essence of the business” and B) “That it has reasonable cause, i.e., a factual basis for believing that all or substantially all persons within the protected age group would be unable to perform safely and efficiently the duties of the job involved, or whether it is impossible or impractical to deal with persons in the protected age group on an individual basis” (Usery v. Tamiami Trail Tours, Inc. 1976, pg. 1241-1242). (2) Reasonable Factor Other Than Age (RFOA) • Company must offer proof that the factor used was NOT age but another factor that is not unreasonable (even though the “other” factor is related to age such as job tenure) What is the Legal Definition of A Disability? Disabiliity and Qualification Requirements Being Disabled Prong 1 Current physical or mental impairment that substantially limits a major life activity Prong 2 A record of such an impairment Prong 3 Being regarded as having such an impairment Being Qualifed Prong 1 Possession of KSAs need to perform essential job functions (or duties) Prong 2 Performance of all essential duties with or without reasonable accommodation Proving Substantial Limitation of a Major Life Activity Criteria: Average Person Test Failures of the Average Person Test: • • • • • • • • Fungus allergy (Byrne v. Bd. of Education, 1992) Inability to life 25 pounds (Williams v. Channel Master, 1996) Moderate difficulty in walking (Penny v. UPS, 1997) Depression & social interactions (Breiland v. Advance Circuits, 1997) Depression & sexual appetite (Johnson v. NY Medical College, 1997) Test anxiety (Mcguinnes v. University of New Mexico, 1998) Breathing/sensitivity to dust and fumes due to pneumonia (Rinehimer v. Cemcolift, 2002) Eye problems causing reading difficulties (Szmaj v. AT&T, 2002) Permanence Test (> 6 months; ADAAA) Unconditional Exclusions Under the ADA Transvestitism, transsexualism, pedophilia, exhibitionism, voyeurism, gender identity disorders not resulting from physical impairments, or other sexual impairments or other sexual behavior disorders Compulsive gambling, kleptomania, or pyromania Psychoactive substance use disorders resulting from current illegal use of drugs Role of Correctable Measures in Determning a Substantial Limitation Assesement of an impairment must be made without consideration of available correctable measures such as medication, prosthetics, or other devices. So, individuals claiming to be disabled because of a disease (e.g., diabetes, hypertension, epilepsy) must be evaluated regarding how the disease affects them when unmedicated Case by Case Assessment of Substantial Limitations Limitations must be proven by each individual, regardless of how an impairment affects people in general. Thus, if two people are depressed, and the depression is substantially limiting for one but not the other, the substantially limited person is disabled within the meaning of the ADA and the counterpart is not Examples of Major Life Activities Caring for oneself (e.g., brushing teeth, washing) Performing manual tasks Seeing, hearing, eating, sleeping, speaking, communicating Learning, reading. concentrating, thinking Walking, standing, lifting, bending Working Operation of bodily functions (e.g., immune and digestive systems, cell growth, bowel, bladder, neurological, brain, respiratory, circulatory, endocrine, reproductive) If Disabled, is the Individual Qualified? [Must be able to perform essential functions of the job with or without a reasonable accommodation] What are essential job functions? Essential job functions are best determined via a systematic job analysis Health & Safety: The ADA alloows consideration of health and safety concerns in assessing the qualifications of individuals May be deemed to be unqualified if companies present evidence that they pose a “direct threat” to the health and safety of others Infectious diseases (nature of risk, duration, severity, likelihood of transmission) What makes an accommodation reasonable? [Cannot impose a direct hardship on an organization] Some Key Factors: • Cost of accommodations • Company resources • Nature and structure of organizations Examples of Reasonable Accommodations: • • • • • Restructuring job tasks Altering work schedules Buying or modifying equipment Modifying exams or training program Medical leave (must be time-barred) Companies only have to accommodate "known" disabilities (flexible interaction requirement) • Some disabilties are obvious (e.g., loss of a limb, person seated in a wheelchair) • Cannot ask if an applicant has a disability • Can ask applicants if they can perform essential, job-related functions and/or to perform essential job duties Organizations are Not required to: • • • • • • Reallocate essential job duties Create a new position Give peference to disabled applicants/employees Lower production/quality performance standards Allow work at home (attendance often ruled as essential) Give applicants their preferred accommodation Medical Examinations & Inquiries About Disabilities >>> An employer may NOT require a job applicant to take a medical examination before making a job offer MMPI and the ADA Karraker v. Rent-A-Center, Inc. 411 F, 3rd 831 (7th Cir. 2005) The MMPI fits the definition of a “medical examination” --- a “procedure or test that seeks information about an individual’s physical or mental impairments or health.” The MMPI was designed to reveal mental impairment/disorders --- thus a violation of the ADA. Example of Essential Job Functions & Resaonable Accommodations Martin v. PGA Issue: Martin suffered from a degenerative disorder that made walking difficult and exceptionally painful Accommodation Request: Martin asked to use a golf cart during PGA Tour events (request denied) Supreme Court ruled in favor of Martin --• Walking was determined to NOT be an essential aspect of golf (as compared to shot-making) • The use of a cart was reasonable Maternity and parental leave policies: A comparative view (before the FMLA) Country Duration Job security Amount/duration Recipient Canada 17 – 41 weeks Yes 60% / 15 weeks Mother Italy 22 –48 weeks Yes 80% / 22 weeks Mother Germany 14 – 26 weeks Yes 100% / 14-18 weeks Mother Sweden 12 – 52 weeks Yes 90% / 36 weeks Mother or Father Finland 35 weeks Yes 100% / 35 weeks Mother or Father Austria 18 – 52 weeks Yes 100% / 20 weeks Mother Chile 18 weeks Yes 100% / 18 weeks Unspecifie d United States 0 0 0 0 Family and Medical Leave Act (1993) • Applies to organizations with 50 or more employees (originally was 15 or more) • 12 weeks of leave for any 12 month period (leave is unpaid; originally was 26 weeks for medical and 18 weeks for family leave) • Covers mothers and/or fathers Leave reasons: • Birth and caring for a child • Adoption or foster care for a child • Care for a spouse, child, or parent with a serious health condition • Serious health condition of the employee (unable to perform job functions) • Job security is protected (must be given same or equivalent position) and health care coverage must be maintained • Husbands and wives who work for the same company are eligible for a total of 12 weeks leave between the two of them • Key employees not covered (those among top 10% in salary) ~ Types of Sexual Harassment ~ 1) Quid Pro Quo (sex as a condition of employment or basis for employment decisions) 2) Environmental harassment -- Behavior of a sexual nature that is: Unwelcome Is it sexual harassment if a female employee engages in consensual sex with a male superior? Unreasonably interferes with one’s work performance or creates an intimidating, hostile, or repressive work environment) What determines unwelcome sexual behavior? • A complaint at the time of the offense strengthens a claim, but it is NOT required • Victim's non-verbal conduct may indicate that the behavior is unwelcome (e.g., being visibly upset, angry) • Corroboration is helpful (e.g., testimony from eyewitnesses, victim told others of the harassing behavior); but evidence can come solely from the victim How is a hostile work environment established? • Reasonable person/woman/victim standard • Repeated offenses • Behavior of supervisors are more likely to be viewed as creating a hostile environment. [Seen as an "agent" of the company] • Victims do not have to prove they suffered tangible or severe psychological damage (e.g., Harris v. Forklift Systems) ~ Harris v. Forklift Systems ~ Comments and behavior from Harris' supervisor: "You're a woman, what do you know?" "We need a man as the rental manager." Called her "a dumb ass woman." Suggested that the two of them "go to the Holiday Inn to negotiate [Harris'] raise" Asked Harris (and other female employees) to take coins out of his pants pocket Threw objects on the floor and asked female employees to pick them up >>> Harris complained to her supervisor, he was surprised, and said he would stop. Alas, a month later: When arranging the signing of a deal with a customer Harris' supervisor said "What did you do, promise the guy --- some [sex] Saturday night? She quit and sued the company District court found this to be "a close case." They found that the supervisors comments offended Harris (and would offend a "reasonable woman") but did not --- seriously affect her psychological well-being or caused her to suffer injury Who can commit acts of sexual harassment? • Supervisors (agent of company -- circumstances of employment relationship, job functions) • Co-workers (role of corrective action) Are there grounds for sexual harassment if a consensual relationship already existed between two employees? Can an organization be responsible for harassment of its customers/clients? • Clients (extent of company control) Is an organization responsible for sexual harassment by its employees if it did not know the behaviors were being committed? Does having a company policy against sexual harassment protect companies from liability? Responsibility exists regardless of whether the acts complained of were: 1) authorized or even forbidden by the employer (e.g., company policy) and 2) regardless of whether the company knew or should have known of their occurrance Can a company be held liable for harassment that occurs outside of the work environment? Can men be guilty of sexual harassment against other men? Are companies automatically liable for "environmental" sexual harassment of its supervisors? Caps on damages (based on company size). Sum of punitive damages and compensatory damages for future pecuniary losses, emotional pain, suffering, inconvenience, mental anguish, loss of enjoyment of life, and other non-monetary losses. 15 to 100 employees 101 to 200 employees 201 to 500 employees 501 employees or more $50,000 $100,000 $200,000 $300,000 Legitimate to admit evidence of alleged victim's "provocative behavior and dress." [From Supreme Court decision in Meritor Savings v. Vinson] Role of Context in Assessing Sexual Harassment Claims • Totality of circumstances Nature of sexual advances (behavior) • Record as a whole • Case by case assessment From Oncale v. Sundowner: "... careful consideration of the social context in which the particular behavior occurs and is experienced by the target" "The real social impact of workplace behavior often depends on a constellation of surrounding circumstances, expectations, and relationships which are not fully captured by a simple recitation of the words used or the physical acts performed."