By Stephen Jackson, employment law partner at Harding Evans
Solicitors
Gentle jibes about age have been part of workplace banter for as
long as anyone can remember. For example the 50th birthday card
containing light-hearted taunts from colleagues about Viagra and
hair dye, is as much part of office culture as gossip around the
water cooler.
But from 1st October such rituals may acquire more sinister
undertones as new age discrimination laws kick in and careless talk
could start costing companies large amounts of money. In Ireland
where such laws have been in force for six years, about 20% of all
employment tribunals now involve a claim of unfairness in respect of
age. That’s only marginally less than gender-related cases, which
account for 24%.
Facing the prospect of unlimited compensation payouts, UK employers
could be forgiven for worrying whether it will be possible to
protect themselves against ageism claims. After all, these could
arise from simple comments that most people in the workforce still
regard as fairly harmless – terms such as “wet behind the ears,” or
“over the hill.”
In effect will employers become sitting ducks just waiting for one
of their staff or managers to say the wrong thing to the wrong
person? Most sane employers these days will stay well on top of
deliberate racist bullying in the workplace and will certainly keep
their antennae up for careless use of racist or blatantly sexist
terminology.
And in issues of race and gender, human resource managers are likely
to be well practiced at avoiding behaviour which could be perceived
as discriminatory.
But what about ageism? It could relate to virtually anyone on the
payroll or in the job applications tray. Moreover it could rear its
head at any stage in the employment lifecycle – recruitment,
promotion, redundancy or retirement.
The first thing to remember is that, if there is evidence pointing
towards age discrimination in a workplace, the burden is upon the
employer to prove it hasn’t taken place. So if you can’t eradicate
ageist terminology among staff or management overnight, then make
absolutely sure you can demonstrate that such words do not reflect
the way your firm makes decisions on appointments, promotions,
training, redundancy or anything of that nature.
Clearly the use of obviously ageist words such as “young and lively”
or “steady and mature” in job adverts is asking for trouble and
should be avoided. But there is a multitude of other phrases which
could be interpreted as favouring people of a certain age. For
example an advert might say a company is looking for someone
“dynamic,” or, alternatively, someone who has “plenty of
experience.”
Companies using these phrases will argue that they are trying to
convey the type of personality they were looking for and that such
words are “ageless”. After all, Rolling Stone Sir Mick Jagger, aged
63, is the very epitome of dynamism, as many witnessed first hand at
Cardiff’s Millennium Stadium recently.
If firms feel they must use such words in adverts they need to show
convincingly that no reasonable person would have been discouraged
from applying on account of their age. This might be achieved by
publishing an accompanying photo which depicts people covering a
wide age range.
They should also make sure they create documentary evidence showing
that anyone who did apply for the post, received full and fair
consideration. Using uniform lists of questions and an objective
scoring system for the interview panel is one way to provide the
evidence needed to defend a claim of unfairness.
It may be that a person of certain age is more likely to fit the
bill for a particular job – for example if the job requires
knowledge of modern music for a record shop or a high level of
fitness for a lifeguard at a swimming pool. However that certainly
doesn’t constitute a get-out clause. Firms would need to be able to
prove that, in their decision making, it was the subject knowledge
or the health and fitness of the candidates which was considered and
not their age.
It may be legally acceptable to decide against appointing someone
because they might not fit in with the rest of the team. But the
requirement to ‘fit in’ can hide a multitude of discriminatory sins.
If the candidate was 50 plus and the rest of the team were all
twenty-somethings with a hectic nightlife, the employers may find
themselves in some difficulty.
It would certainly be unlawful to reject an otherwise suitable
candidate of a certain age simply because customers would prefer
someone older or younger. Pandering to someone else’s prejudice is
no defence in law.
Clearly recruitment is only part of the equation. Careless words
spoken to those already in the workforce may become a minefield for
employers. Perhaps a group of friends laughing together good
naturedly over the ‘Viagra birthday card’, might not constitute an
offence under the new laws, if clearly no offence was taken.
However, if the line-manager joined in the ‘harmless’ banter and
then a few weeks later was involved in rejecting the individual
concerned for promotion, there could well be the basis for a claim
of age discrimination.
Such scenarios underline the need to exercise the same thoroughness
and scrupulous record keeping in making internal appointments and
promotions as with external recruitment.
You may find it difficult to purge the workplace of age-related
banter but when you make decisions on things like promotion or
redundancy be sure your paperwork shows clearly why you chose the
people you did. If you can’t produce the evidence, a tribunal is
unlikely to give you the benefit of the doubt.
Beware of using phraseology which may come back to haunt you. For
example if you consistently refer to some long-serving members of
staff as the ‘old faithfuls,’ you might see yourself as commenting
positively on their experience and loyalty. But if you subsequently
needed to make some of them redundant, your words may be used
against you at a tribunal.
As with anything else your decisions on redundancy need to be backed
up with rigorous paperwork proving complete even-handedness.
Without inducing paranoia or excessive political correctness I would
suggest employers try as far as possible to avoid and discourage
phrases which could be interpreted as ageist. But more important
than that they need to show complete transparency in all company
systems for dealing with staff.
Just how these new regulations are ultimately applied in the
workplace is something that will probably be tested in the courts in
due course. But which way it plays out in the end, employers would
do well to watch their language – both verbal and written. And if
they can’t axe the banter then at least keep the official paperwork
in order.