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RETALIATION: A NEW LEGAL STANDARD AND SOME PREVENTIVE MEASURES

IMPACT OF LEGAL FACTORS ON PRODUCTIVITY, QUALITY

2. A brief illustration of types of conduct that might be prohibited by the policy.

3. A mechanism for reporting possible acts of retaliation.

4. A statement that complaints will be promptly investigated and resolved as appropriate.

5. A statement that complaints will be maintained as confidential to the extent practicable, given the need to investigate and resolve issues.

With respect to training, an effective program will include the following:

a. A straightforward description of the company’s anti-harassment policy.

b. Examples and stories to explain what acts could be viewed as retalia- tory, since retaliation might be even more difficult to define than harassment.

c. An explanation of the consequences of engaging in retaliation.

d. Practical steps and suggestions on how supervisors should vet possible actions toward protected employees with HR or legal counsel before acting.

Attorneys and HR professionals are well aware that it doesn’t take a strong discrimination case to make a strong retaliation case. In fact, it’s often the weak discrimination claim that produces the big-time retaliation lawsuit. Updated policies, effective training, and thoughtful attention to possible retaliatory actions by supervisors and higher-level managers can help safeguard an organi- zation from potential legal liability.

SUMMARY

Congress enacted the following laws to promote fair employment. They provide the basis for discrimination suits and subsequent judicial rulings:

Thirteenth and Fourteenth Amendments to the U.S. Constitution

Civil Rights Acts of 1866 and 1871

Equal Pay Act of 1963

Title VII of the Civil Rights Act of 1964

Age Discrimination in Employment Act of 1967 (as amended in 1986)

Immigration Reform and Control Act of 1986

Americans with Disabilities Act of 1990

Civil Rights Act of 1991

Family and Medical Leave Act of 1993

Executive Orders 11246, 11375, and 11478

Rehabilitation Act of 1973

The Vietnam Era Veterans Readjustment Act of 1974

Uniformed Services Employment and Reemployment Rights Act of 1994 The Equal Employment Opportunity Commission (EEOC) and the Office of Federal Contract Compliance Programs (OFCCP) are the two major federal

regulatory agencies charged with enforcing these nondiscrimination laws. The EEOC is responsible both for private and public nonfederal employers, unions, and employment agencies. The OFCCP is responsible for ensuring compliance from government contractors and subcontractors.

A considerable body of case law has developed, affecting almost all aspects of the employment relationship. We discussed case law in the following areas:

Sex discrimination, sexual harassment, reproductive hazards, and pregnancy

Age discrimination

National origin discrimination

Seniority

Testing and interviewing

Personal history (specifically, pre-employment inquiries)

Preferential selection

The bottom line in all these cases is that, as managers, we need to be very clear about job requirements and performance standards, we need to treat people as individuals, and we must evaluate each individual fairly relative to job requirements and performance standards.

IMPLICATIONS FOR MANAGEMENT PRACTICE

A manager can easily feel swamped by the maze of laws, court rulings, and regulatory-agency pronouncements that organizations must navigate through. While it is true that in the foreseeable future there will con- tinue to be legal pressure to avoid unlawful discrimination, as we saw in Chapter 1, there will be great economic

pressure to find and retain top talent. Work- force diversity is a competitive necessity,

and employers know it. Progressive managers recognize that now is the time to begin developing the kinds of corporate policies and interpersonal skills that will enable them to operate effectively in diverse, multicultural work environments.

equal employment opportunity discrimination

unequal treatment direct evidence

circumstantial evidence mixed-motive cases

adverse-impact discrimination affirmative action

bona fide occupational qualifications prima facie case

race-norming

essential functions disability

qualified job applicant systemic discrimination contract compliance case law

sexual harassment quid pro quo harassment hostile-environment harassment seniority system

reverse discrimination

KEY TERMS

DISCUSSION QUESTIONS

3–1. If you were asked to advise a private employer (with no government contracts) of its equal employment opportunity responsibilities, what would you say?

3–2. As a manager, what steps can you take to deal with the organizational impact of the Family and Medical Leave Act?

3–3. Prepare a brief outline of an organizational policy on sexual harassment. Be sure to include complaint, investigation, and enforcement procedures.

3–4. What steps would you take as a manager to ensure fair treatment for older employees?

3–5. Collect two policies on EEO, sexual harassment, or family and medical leave from two different employers in your area. How are they similar (or different)?

Which aspects of the policies support the appropriate law?

APPLYING YOUR KNOWLEDGE

Case 3–1 A Case of Harassment?

Erin Dempsey was working late trying to finish the analysis of the ticket report for her boss, Ron Hanson. The deadline was tomorrow, and she still had several hours of work to do before the analysis would be finished. Erin did not particularly enjoy working late, but she knew Ron would be expecting the report first thing in the morning. She had been working very hard recently, hoping that she would earn a promotion to senior travel agent at the large urban travel agency where she was employed. Getting the ticket report done on time would be absolutely essential for any promotion opportunities.

Matt Owens, a coworker at the travel agency, was also working late that evening.

Suddenly, he appeared in her office uninvited and sat down in the side chair. “Got a big date tonight, eh, Erin?” Matt said with a touch of sarcasm in his voice.

“I’m working very hard on the ticket report tonight Matt, and I really could use a bit of privacy.” Erin had sensed before that Matt was a pest, and she hoped that by being rather direct with him he would leave her alone.

“A cute chick like you shouldn’t waste a perfectly good Wednesday evening work- ing late.”

“Please, Matt, I’ve got work to do.”

“Oh come on, Erin. I’ve noticed the way you act when you walk by my office or when we pass in the halls. It’s clear that you’re dying to go out with me. Some things a guy can just sense. This is your big chance. I’ll tell you what. Let’s go to dinner at that new intimate French restaurant up on the hill. Afterwards we can stop by my place for some music, a fire in the fireplace, and a nightcap. I make a great Black Russian. What do you say?”

Erin was furious. “I say you’re an egotistical, self-centered, obnoxious, dirty old man. If you don’t get out of here right now, I’m going to call Ron Hanson at home and tell him that you’re keeping me from finishing the ticket report.”

“Oh my, you’re even sexier when you’re angry. I like that in a woman.”

Erin could see that she was getting nowhere fast with this approach, so she decided to leave the room in hopes that Matt would get the hint and go home. As she stormed through the door, Matt mockingly held the door ajar, said “After you, sweet thing,” and then patted Erin on the backside as she passed. Erin stopped in her tracks, turned to Matt, and said, “If you ever do that again, I’ll . . .” She was so mad that she couldn’t think of an appropriate threat. So instead she just stormed off down the hall and left the building.

The next morning, Erin was waiting in the office of Daryl Kolendich, the owner of the travel agency, when he arrived at work. Erin knew that Ron Hanson would probably

be angry that she had gone over his head to the agency owner, but she was so furious with Matt Owens that she wanted immediate action. She described the incident to Daryl and demanded that some sort of disciplinary action be taken with Matt.

“Now calm down, Erin. Let’s think through this problem a bit first. Isn’t it possible that you can handle this sort of problem yourself? Is it possible that you may in fact have been encouraging Matt to act this way? Look, I understand that you’re upset. I would be too, if I were in your shoes. But look at it this way. We’ve been hiring male travel agents for only the last few years now. Prior to that time there were only female agents, so problems like these never arose. Matt is from an older generation than yours.

It takes time for men like him to get used to working on an equal basis with women.

Can’t you just try to make sure over the next few weeks that you give him no encourage- ment at all? If you do, I’m sure this problem will take care of itself.”

Erin was not at all convinced. “But I did make it very clear I was not interested in him. It seemed to make him even more persistent. You’re the owner and the boss here, and I’ll do what you ask, but it seems to me that it’s your responsibility to make sure this kind of sexual harassment doesn’t take place in this agency.”

“Erin, has your supervisor Ron Hanson ever suggested that your job opportunities here would be improved if you went out with him? Have I ever in any way intimated that a date with me could lead to a promotion for you?”

Erin was silent. It was true that none of the management staff at the agency had been guilty of sexual harassment. In fact, both Ron and Daryl had been highly supportive of her work ever since she arrived. Her annual pay raises had been higher than those of most other coworkers, both male and female.

Daryl broke the silence. “I guess my point is that we don’t have a sexual harassment situation here. Please try what I’ve suggested and let me know in a couple of weeks if you feel it hasn’t worked.”

Questions

1. What is sexual harassment in the workplace? Was Matt Owens guilty of sexual

harassment?

2. If you were Erin Dempsey, what would you do?

3. What is an organization’s responsibility with respect to sexual harassment among

coworkers or supervisor-subordinate pairs? Do you think that Daryl Kolendich re- sponded appropriately to the problem?

4. Outline a brief policy that an organization could adopt to protect itself from sexual

harassment lawsuits.

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