Understanding Pregnancy Discrimination Allen Orifici Sept 2022

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UNDERSTANDING PREGNANCY DISCRIMINATION A PILOT STUDY OF VICTORIAN WOMEN’S EXPERIENCES AT WORK ASSOCIATE PROFESSOR DOMINIQUE ALLEN MS ADRIANA ORIFICI Department of Business Law & Taxation September 2022

Data from three groups of women is considered in this project: de identified statistical data about women who encountered potential pregnancy discrimination at work and then sought information from JobWatch; case studies compiled by JobWatch profiling the experiences of a selection of these women (Callers); and four semi structured interviews with four women who contacted JobWatch during the 2018/19 or 2019/20 financial years (Interview ToParticipants).betterunderstand

• Callers described detriments that resulted from how employers responded to information from medical practitioners about their work capacity and/ or requirements for adjustments. For example, some employers responded by directing the Caller to take paid or unpaid leave, which generally compounded the detriment; and

• Callers and Interview Participants experienced heightened employment insecurity and/ or diminished access to core labour standards and statutory entitlements, such as paid parental leave, upon announcing their pregnancies;

EXECUTIVE SUMMARY

The central findings of the pilot study are that:

• Callers and Interview Participants responded to experiences of pregnancy discrimination via legal and non legal pathways. Callers and Interview Participants sought to use formal and informal internal complaint mechanisms.

the dynamics of pregnancy discrimination, given the dearth of publicly available information on the subject, the aim of the pilot study was to identify and examine:

• demographic characteristics of women who encountered potential pregnancy discrimination at work and then sought information from JobWatch in the study period;

• common manifestations of pregnancy discrimination at work communicated by Callers and Interview Participants; and • how Callers and Interview Participants who were exposed to pregnancy discrimination responded to it.

• Callers were no more likely to experience discrimination on the basis of length of service, seniority, employment status (e.g. full time, part time or casual employment) or industry;

This Report presents the findings of a pilot study on women’s experiences of pregnancy discrimination in Victoria arising from a collaboration between Associate Professor Dominique Allen and Ms Adriana Orifici (Monash Business School) and Job Watch Inc (JobWatch).

Sometimes employers unilaterally imposed these changes. On other occasions Callers reported agreeing to changes under pressure from their employers; and

The key implications of these findings are:

• Callers and Interview Participants experienced detriments arising from poor access to information and absence of consultation about matters that related to their employment when pregnant or following birth of a child. For example, Callers and Interview Participants described being excluded from consultation regarding organisational changes that impacted on their employment while on parental leave;

• Callers and Interview Participants described situations where employers did not comply with obligations under industrial, anti discrimination or health and safety laws;

• the most common manifestations of pregnancy discrimination amongst the Callers and Interview Participants were: termination of employment; changes to terms and conditions of employment that led the employee to experience a detriment; and changes to employment status (e.g. from ongoing full time to casual employment).

• Callers and Interview Participants spoke about complaining to managers or Human Resources (HR) personnel about the issue or using internal grievance mechanisms. The extent to which managers and HR personnel are aware of legal obligations to pregnant workers requires further investigation.

On the few occasions where Callers did pursue formal legal claims, they all chose to rely on protections under industrial laws rather than equality laws.

The central findings and key implications highlight pathways for future research. These need to be examined to test whether the law supports women at each stage of their working lives, and whether employers’ translations of these laws into internal systems, processes and practices promote substantive equality at work.

We gratefully acknowledge that this pilot study was funded by a Research Grant awarded by the Department of Business Law and Taxation, Monash Business School at Monash University.

ACKNOWLEDGMENTS

Thanks are due to Zana Bytheway, the Executive Director of JobWatch, for her ongoing support of the research project and Tamasan Freyer and Lilian Tang at JobWatch for their assistance with collating the data; Genevieve Auld, Renee Burns and Chris Kaias for excellent research assistance; Associate Professor Jill Murray for her thoughtful comments on an earlier draft of the report; and to the anonymous Victorian women who generously gave their time to be interviewed about their experiences at work.

Suggested citation:

Dominique Allen and Adriana Orifici, Understanding Pregnancy Discrimination: A pilot study of Victorian women’s experiences at work (2022, Monash Business School, Monash University, Victoria) Version 1.0, September 2022

CONTENTS PART 1 INTRODUCTION 5 1. Background 5 2. Legislative Framework 6 PART 2 RESEARCH PROJECT 7 1. Project Aims ...................................................................................................................................................................... 7 2. Research Method 7 3. What are the Demographic Characteristics of the Callers Who Experienced Potential Pregnancy Discrimination? 8 4. How Did Potential Pregnancy Discrimination Manifest Itself at Work for Callers? 9 5. How Did Callers Who Were Exposed to Potential Pregnancy Discrimination Experience and Respond to it? 11 6. Discussion 13 7. Future Directions ............................................................................................................................................................. 14 FURTHER RESEARCH 16 APPENDIX 1 JOBWATCH CALLER DATA FY 2019/20 17 APPENDIX 2 JOBWATCH CASE STUDIES 19 APPENDIX 3 INTERVIEW PARTICIPANTS 20

UNDERSTANDING PREGNANCY DISCRIMINATION 5

Even though pregnancy discrimination has been unlawful in Victoria since 1995, pregnant women continue to experience discrimination at work. This is demonstrated by the rate of complaints received by equality agencies and the findings of a wide reaching study by the Australian Human Rights Commission (AHRC). Specifically, in the 2018/19 financial year, the Victorian Equal Opportunity and Human Rights Commission (VEOHRC) received 35 complaints about pregnancy discrimination in employment,1 and the Australian Human Rights Commission (AHRC) received 104 complaints about pregnancy discrimination (including about the provision of goods and services) across the country. In addition, in its 2014 report into the prevalence of pregnancy discrimination in Australia, the AHRC found that one in two mothers experienced pregnancy discrimination at work either during their pregnancy, while on parental leave or when they returned to work.2 The report also identified the most common forms of discrimination women encountered during pregnancy,3 and when they returned to work.4 The disparity between the number of complaints received by discrimination agencies, and the findings of the AHRC are just one indication that, despite the prevalence of pregnancy discrimination at work, few women go on to lodge a formal legal claim. Gaining a deeper understanding of women’s experiences of pregnancy discrimination, and evaluating whether the law is effective in providing them with protections, is therefore crucial but challenging when using publicly available sources. In addition, this situation is not assisted by examining case law alone. To establish the foundations for this pilot study, the researchers prepared a database of workplace pregnancy discrimination cases heard over five calendar years (2016 2020) under the Equal Opportunity Act 2010 (Vic) (EOA) (s 6(l)), Sex Discrimination Act 1984 (Cth) (SDA) (s 7) and the Fair Work Act 2009 (Cth) (FWA) (ss 351, 772). There were no pregnancy discrimination cases heard under the EOA (Vic) during this period. Overall, there were nine cases determined under the SDA and FWA during this period: one case was determined under the SDA and eight were determined under the FWA.5 Of these nine cases, however, only three were made by Victorian women, as shown in Table 1, and only one ultimately succeeded.6 It is clear that many women do not reach the stage of making a formal complaint because, for instance, they are deterred from doing so for reasons such as cost and the uncertainty of succeeding in litigation. Court decisions, therefore, only reveal the ‘tip of the iceberg’ with respect to Victorian women’s experiences of pregnancy discrimination at work.

4 Ibid 29. These were: negative attitudes towards them in the workplace; being denied flexible work arrangements; changes to their pay, conditions and duties; and being subject to performance assessments or missing out on career advancement opportunities

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PART INTRODUCTION 1. BACKGROUND

TABLE 1: VICTORIAN PREGNANCY DISCRIMINATION CASES 2016-2020 EOA (Vic) 0 SDA 1 FWA 2 Total 3

3 Ibid 27. These were: changes to pay, conditions and duties; not having their health and safety needs accommodated; being subject to performance assessments or missing out on career advancement opportunities; and job loss including dismissal and redundancy. As outlined below, similar forms were identified in this study but the women experienced additional forms of discrimination.

1 Victorian Equal Opportunity and Human Rights Commission, Annual Report 2018 19 (2019), 114.

2 Australian Human Rights Commission, Supporting Working Parents: Pregnancy and Return to Work National Review Report (2014), 26.

5 Of those nine cases, only three were successful and each of them was a claim made under the FWA.

The claim rates reported by the VEOHRC and AHRC compared to the number of decided cases (and the absence of determined cases in VCAT) also indicate that women are lodging complaints about pregnancy discrimination with equality agencies, but most are either settling or withdrawing these claims. These settlements are ordinarily on the condition of executing an all claims deed of release by the parties, which includes a requirement that an employee maintain confidentiality over the details of the claim and terms of settlement. The prevalence of these agreements also makes it harder to understand women’s experiences of pregnancy discrimination, and reinforces the need to consider alternate sources of information about the nature of pregnancy discrimination and how women respond to it.

6 These decisions are: Arya v Kone Elevators Pty Ltd & Anor [2020] FCCA 2693; Mahajan v Burgess Rawson and Associates Pty Ltd [2017] FCCA 1560; and Heraud v Roy Morgan Research Ltd [2016] FCCA 185; 305 FLR 29 (‘Heraud’). Of these three cases, only Ms Mahajan was successful in her pregnancy discrimination claim.

Protections against pregnancy discrimination applicable to Victorian women arise under equality and industrial laws.

2. LEGISLATIVE FRAMEWORK

UNDERSTANDING PREGNANCY DISCRIMINATION 6

Callers contacted JobWatch at a variety of stages. This adds complexity with respect to whether their experiences are of pregnancy discrimination or discrimination on the basis of parental and carer responsibilities (following the birth of a child). For example, some women had suffered a detriment, others had been threatened with a detriment (such as termination), whereas others were seeking information about pregnancy related entitlements, such as in relation to health and safety. This report explains these distinctions to the extent it is possible to do so given the data available.

During the 2019/20 financial year, the most common themes of calls received through the JobWatch Telephone Service related to unfair dismissal, termination, redundancy and non termination adverse action, with a significant number of calls in the second half of the reporting period relating to COVID 19 related matters. It is also noted that there are often multiple problem types associated with individual calls, with pregnancy and breastfeeding discrimination cases intersecting with dismissals, terminations, redundancies, and non termination adverse action.

It is for this reason that in 2019 20, the researchers collaborated with JobWatch to conduct a pilot study of women who encountered potential pregnancy discrimination at work and then sought information about their legal rights from JobWatch via its Telephone Information Service (Telephone Service).

JobWatch is an independent, not for profit employment rights community legal centre based in Victoria. It is principally funded by the Victorian and Federal governments, Office of the Fair Work Ombudsman, Victoria Legal Aid and the Collier Charitable Fund. JobWatch provides assistance to workers in Victoria, Queensland and Tasmania via a Telephone Service. JobWatch services over 12,000 workers annually via its Telephone Service. It maintains a database of all callers who contact the Telephone Service. Among other things, JobWatch uses the database to identify key characteristics of callers to the service and track trends in the legal issues encountered by callers to the service.

Firstly, in Victoria, workplace discrimination on the basis of pregnancy is prohibited by s 7 of the EOA and s 7 of the SDA. The EOA and SDA are very similar. Both prohibit direct and indirect discrimination on the basis of pregnancy for job applicants and throughout the employment relationship. Women are also protected from discrimination on the basis of their family or caring responsibilities when they return to work following the birth of a child. In Victoria, employers are also required to reasonably accommodate a worker’s caring responsibilities (EOA, s 17).

A woman who has been discriminated against in Victoria on the basis of pregnancy can lodge a claim in the VEOHRC or AHRC. The agency in which the claim is filed will provide conciliation services and help the parties to resolve their dispute confidentially. Alternatively, EOA claims can be lodged directly at VCAT. If the dispute cannot be resolved informally, the woman can lodge a claim in VCAT (if it is a claim made under the EOA) or the Federal Court or Federal Circuit and Family Court of Australia (if it is a claim made under the SDA).

Pregnancy discrimination is also prohibited under s 351 of the FWA. The FWA uses different terminology to the EOA and SDA. The FWA prohibits adverse action, which is defined in s 342 as dismissal, altering or injuring an employee in her employment (such as via demotion) and discrimination because of pregnancy. Dismissal on the basis of pregnancy also constitutes unlawful termination of employment under the FWA (s 772). The FWA, and any industrial instruments that apply to an employee in her employment, can also include other relevant rights and protections. For example, employees with parental/ carer responsibilities can also request flexible working arrangements to enable them to balance work and Ifcare.awoman is dismissed and decides to make a formal legal claim under either ss 351 or 772 of the FWA on the basis of pregnancy discrimination, she is required to lodge her complaint in the FWC within 21 days of the date of dismissal.7 The FWC will attempt to resolve the complaint informally. If this fails, the woman can lodge a claim in the Federal Court or Federal Circuit and Family Court of Australia. If she was not dismissed and makes a claim under s 351 of the FWA on the basis of pregnancy discrimination, seeking informal resolution before the FWC requires the consent of both parties. Otherwise, the woman can lodge a claim in court.

7 A claimant must not make a claim under s 772 if she is entitled to make a claim under s 351 in relation to that conduct.

Via this collaboration, the researchers examined the forms of pregnancy discrimination Callers commonly encountered and the types of responses they took. In the following sections, this report sets out the methodology adopted, data collected, research findings and pathways for future research. It is noted, at the outset, that the objective of this pilot study was to gain in depth insights into the experiences of a hard to access group of women and to test the methodology and pathways for broader research. The group of women about which data is examined in this study is confined and delineated by the similar step, which all these women took, to contact JobWatch between 2018 20. Of course, contacting JobWatch for information is only one pathway a woman might take to find out more information to inform her decisions about her legal options. Other sources of information might be a union, the VEOHRC, the AHRC, VCAT, the Fair Work Ombudsman (FWO), the Fair Work Commission (FWC), or a lawyer. Additionally, other women might not identify what they experienced as discrimination or might decide not to do anything further, including seeking information. There are, therefore, multiple pathways open to women and this study only considers the experiences of one group of them.

JobWatch provided the researchers with a total of 42 de identified case studies that profiled the experiences of women who called its Telephone Service in the 2018/19 financial year (case studies). These case studies comprised every caller

2. RESEARCH METHOD

status 121 Pregnancy and

Age 108 Disability 371 Employment activity 63 Family responsibilities 44 Lawful sexual activity 8 Parental and

The research project had three aims, being to identify and examine:

2.2 JobWatch Case Studies

UNDERSTANDING PREGNANCY DISCRIMINATION 7

This project sought to investigate the dynamics of pregnancy discrimination in Victoria via in depth examination of the experiences of Callers, who comprise a hard to access group. The study used a mixed methods approach to empirical legal research. This approach combined analysis of qualitative data (comprising case studies of Callers prepared by JobWatch and semi structured interviews with Interview Participants) and quantitative data (comprising statistical data collected by JobWatch about inquiries received by its Telephone Service). The empirical findings are examined for their broad implications and significance, with respect to pathways for future research.

• how Callers and Interview Participants who were exposed to potential pregnancy discrimination responded to it.

JobWatch provided the researchers with de identified statistical data from its database of callers to the Telephone Service during the 2019/20 financial year about an issue involving potential discrimination on the basis of pregnancy or breastfeeding (71 callers). Calls about discrimination on the basis of ‘family responsibilities’ were not included. The data is summarised in Appendix 1. This data was examined to understand the demographic characteristics of the Callers, and to consider whether any particular characteristics, including pertaining to their terms and conditions of employment, were more prevalent amongst the group.

71 Race 74 Sex 63 Unknown 81 Total

• demographic characteristics of women who encountered potential pregnancy discrimination at work;

• common manifestations of potential pregnancy discrimination at work communicated by Callers and Interview Participants; and

Having regard to the privacy of Callers, JobWatch provided the researchers with anonymised case studies rather than direct access to caller files. It was a condition of conducting this research that the data be accessed in this format.

2.1 JobWatch Caller Data JobWatch receives calls to its Telephone Service from Victorian workers seeking information about issues that they have encountered at work. In the 2019/20 financial year, the Telephone Service took 1,004 calls about workplace discrimination. Pregnancy was the fifth most common attribute it received inquiries about.

PART 2 RESEARCH PROJECT PROJECT AIMS

1.

TABLE 2: TYPES OF DISCRIMINATION INQUIRIES 2019-2020 carer breastfeeding 1,004

3.1 JobWatch Callers who reported Pregnancy/Breastfeeding Discrimination

The 71 women were predominantly young women. 40 callers in 2019 20 were aged 25 34. Most callers (46) were employed on a permanent full time basis. They had worked for their employer for varying lengths of time. The majority (64) had worked for at least 6 months. Most women (42) worked for large employers which employed more than 100 Tablepeople.7 shows that the women worked in a range of industries. The occupational data in Tables 4 and 5 show that women experience potential pregnancy discrimination regardless of the length or type of employment. Complete demographic data about this group is provided in Appendix 1.

3.2 JobWatch Case Studies

JobWatch asked all of the callers who contacted the Telephone Service in the 2018/19 and 2019/20 financial years (112) if they would like to receive an invitation to participate in an interview with the researchers. 53 callers were sent an invitation and four agreed to be interviewed (Interview Participants).8 The Interview Participant data is summarised in Appendix Invitations3.were issued, and interviews were conducted, in July and October 2020 during which time Melbourne and much of Victoria was ‘locked down’ due to the COVID 19 pandemic. This undoubtedly impacted upon the rate of Interviewparticipation.Participants

The case studies varied in length, from between 150 400 words. All of them provided a description of the issue the caller encountered at work. Many of them provided other relevant information, where this was provided by the caller, such as the steps the caller had taken to address the issue before contacting JobWatch. The case studies are summarised in Appendix 2.

Even though a template was used, the case studies varied in the level of detail captured. Despite this, the case studies provided valuable insights about how discrimination manifested itself in the workplace for the callers, and common patterns of behaviour and experiences amongst them when seeking to address this issue. A simple method of coding this data thematically was devised by the researchers, using a grounded theory approach. This involved developing the themes inductively from the data itself.

3. WHAT ARE THE DEMOGRAPHIC CHARACTERISTICS OF THE CALLERS WHO EXPERIENCED POTENTIAL PREGNANCY DISCRIMINATION?

to the Telephone Service who called with an issue, which was classified by the JobWatch advisor who took the call, as pertaining to ‘pregnancy or breastfeeding’ discrimination during the period (Callers). Each case study was written by a legal staff member. Each case study was a summary of information recorded electronically by the JobWatch staff member who provided advice to a caller. The case studies were written using a template, the details of the call were anonymised and the caller was de identified. This process of preparing the case studies using a template was devised to ensure there was a structured and consistent method in summarising the relevant information for the researchers, given they were written by multiple authors.

The case studies contained some demographic information. Of the 42 case studies, around half of the Callers (24) were employed on an ongoing, full time basis and most had been working for their employer for 12 months or more (30).

2.3 Interview Participants

8 The project received ethics clearance from Monash University Human Research Ethics Committee, Project ID 24766.

were asked to share their experiences of potential pregnancy discrimination at work. An interview schedule was developed by the researchers to guide the semi structured interviews. Questions were designed to explore: the demographic characteristics of the Interview Participant; the employment status and conditions of the Interview Participant; the experience of potential pregnancy discrimination encountered by the Interview Participant, the Interview Participant’s response to this issue; what (if any) other information or advice the Interview Participant sought; any attempts by the Interview Participant to evaluate or navigate her legal rights or the regulatory framework; and their satisfaction with the outcome to the issue (where one had been reached). None of the participants were involved in ongoing legal action. The interviews were recorded, transcribed and analysed thematically with NVivo software using a grounded theory approach. The transcripts were de identified before being used and Interview Participants were given pseudonyms, which are used throughout this report. When describing the data, this report uses the phrase ‘potential pregnancy discrimination’ because the research focuses on accounts by Callers and Interview Participants which have not been verified through legal proceedings.

UNDERSTANDING PREGNANCY DISCRIMINATION 8

In this section, we have drawn together thematically the conduct and behaviours women reported. This is not limited to during the pregnancy; some women experienced these things when they were on parental leave, when they were seeking to return to the workplace and negotiate working conditions, and once they returned to work following the birth of their child.

her employer that she was pregnant…and provided a medical certificate that she was able to work as long as it did not involve heavy lifting. The employer told her to take [several] days

4.2 JobWatch Case Studies

3.3 Interview Participants

The following extracts from the case studies focus on the manifestations of potential pregnancy discrimination and were chosen to illustrate Callers’ experiences at work.

The JobWatch case studies and interviews present new sources of information about the common manifestations of discrimination women encounter at work during or post pregnancy.

Matilda’s employer hired her maternity leave replacement [several] months early and gave her Matilda’s office and moved Matilda to a different [team]

Nadia recently told her employer that she is pregnant and, although the employer was initially fine about this, eventually they started cutting her shifts, told her to stop coming in to work and became lax in returning her calls. The employer also changed her contract from full time to casual without consulting her.

Interview Participants’ length of service at the time of experiencing potential pregnancy discrimination varied, from less than one year (2); to between one and three years (1); to between three and five years (1). Demographic information for Interview Participants is set out in further detail in Appendix 3.

4. HOW DID POTENTIAL PREGNANCY DISCRIMINATION MANIFEST ITSELF AT WORK FOR CALLERS?

In addition, in four of the 42 case studies, Callers described being required to comply with a requirement, direction or practice which she could not comply with due to pregnancy (i.e. indirect discrimination).

The case studies did not record the size of the employer’s workforce consistently, with some stating it was ‘small’ or ‘large’, whereas others were more precise (see Table 11). The data showed that the size of the employer varied. It was apparent from the case studies that 27 Callers were pregnant when the potential discrimination occurred. On the other hand, 15 Callers were on parental leave. The nature of the discrimination that they experienced is described at 4.2. Further information is provided in Appendix 2.

Kaitlyn is [in the third trimester of pregnancy] and her pregnancy is high risk. She has a medical certificate from her doctor spelling out just what sort of work she should be doing. Her employer has been trying to force her to do work her doctor considers is unsafe and she has refused. She is absent from work on sick leave

Aradhya had been employed for [less than 12] months when she became pregnant. She agreed with her employer that she would take one year of unpaid maternity leave. [Several] months into this unpaid leave Aradhya received a letter from her employer stating that her employment has been Jasmeetterminated.told

UNDERSTANDING PREGNANCY DISCRIMINATION 9

The Interview Participants were mostly aged between 25 34 years (3), with one participant aged between 35 44 years when the potential pregnancy discrimination occurred. The interviewees held either a certificate or diploma (1) or bachelor degree (3). They were all employed by larger employers (with more than 20 employees) within the private sector at the time when they experienced potential pregnancy discrimination. All of the Interview Participants were engaged as permanent employees, either on a full time (3) or part time (1) basis. They were engaged in positions as either managers (2) or professionals (2) across a range of industries, from education (1) and health and community services (1) to manufacturing (1) and professional, scientific and technical services (1).

A key aspect of the case studies was the diversity of conduct that comprised potential pregnancy discrimination. In all 42 case studies, the caller described experiencing employer conduct that can be broadly regarded as targeted unfavourable treatment on the basis of pregnancy (i.e. direct discrimination).

4.1 Overview of Types of Potential Pregnancy Discrimination

asking to move mountains… I was still happy to do the full time hours but just have a consistent start time…I just wanted that consistency…” (Julia)

10 In each instance, the case studies report that the Caller suspected that the redundancy was not genuine.

• dismissal (including threatened dismissal) for reasons other than redundancy following announcement of pregnancy (nine Callers experienced this);

• changes to the Caller’s terms and conditions of employment which produced a detriment (e.g. salary reduction) (19 Callers experienced this);9

UNDERSTANDING PREGNANCY DISCRIMINATION 10

off and said they would let her know when her next shift was. She never heard from the employer again.

“I(Fiona)wasn’t

11 The case studies where this arose predominantly related to callers who were on parental leave.

12 Again, changes were, in some case studies, reported to have been unilaterally imposed by the employer and, in other case studies, proposed by the employer in circumstances where the employee felt required or pressured to agree.

The following common manifestations of potential pregnancy discrimination are discernible from the experiences described by the Interview Participants:

• changes to the employee’s terms and conditions of employment which produced a detriment to the employee (e.g. demotion or reduction in salary) (three interviewees experienced this);12 9 These changes were, in some case studies, reported to have been unilaterally imposed by the employer and, in other case studies, proposed by the employer in circumstances where the employee felt required or pressured to agree.

4.3 Interview Participants

Examined together, the most common manifestations of potential pregnancy discrimination experienced by Callers were as follows:

• commencement of disciplinary action following announcement of pregnancy or pregnancy related absence (e.g. to attend a medical appointment in connection with pregnancy) (five Callers experienced this);

Each of the four Interview Participants described protracted experiences of potential pregnancy discrimination. In each instance, the conduct did not constitute a single or isolated event but, rather, a series of incidents and exchanges. This is illustrated by the following quotes from Interview Participants.

“They refused to allow me to work from an alternate arrangement. They made me use up all my annual leave. They then made me use all my sick leave, obviously. Then they put me on unpaid leave, even though I kept saying I can work, and according to my job description I can still do work.”

• redundancy following announcement of pregnancy (12 callers experienced this);10

• bullying, intimidation and/ or offensive or humiliating comments from managers and supervisors following announcement of pregnancy or pregnancy related absence (three Callers experienced this);

• exclusion from consultation processes about significant changes which could produce a detriment to the employee (e.g. consultation on restructures) (two Callers experienced this);11

• refusal by an employer to agree to, or otherwise accommodate, an employee request for temporary changes to terms and conditions of employment to address pregnancy related illness and/ or health and safety concerns (eight Callers experienced this).

• employer directions that were contrary (or did not have regard) to pregnancy related medical advice provided by an employee and/ or health and safety concerns raised by an employee (four Callers experienced this); and

• changes to the Caller’s employment status (e.g. from permanent full time employment to casual employment status) (eight Callers experienced this);

“I had a glowing, like, ‘you’ve changed the business, you’re amazing’, incredible [performance review]

And then a couple of weeks later, when I announced my pregnancy, everything just started to nosedive…I was too pregnant to go elsewhere. I was trapped, and so then I was trapped in a situation where I was being bullied, and had nowhere to go.” (Isabelle)

• refusal to consult regarding and/ or unreasonable delay in responding to employee request for temporary changes to work arrangements to address pregnancy related illness and/ or health and safety concerns (two interviewees experienced this);

Callers and Interview Participants sought legal information and advice. Of course, all the Callers and Interview Participants contacted JobWatch. The Interview Participants each explained, however, that they also sought information on their legal rights from other sources, such as the FWO, FWC and legal practitioners. The following quotes set out reflections on seeking legal advice from Interview Participants, none of whom ultimately filed a formal legal claim.

• refusal of request for flexible working arrangements in order to accommodate pregnancy and/ or existing parental/ carer responsibilities (two interviewees experienced this);

5.2.1 Internal Inquiries and Complaints

• bullying, intimidation and/ or offensive or humiliating comments in relation to the employee’s pregnancy (four interviewees experienced this);

• exclusion from consultation processes about significant changes which could produce a detriment to the employee (two interviewees experienced this).13

In addition, seeking legal information and advice constitutes a preliminary legal response to experiencing potential pregnancy discrimination at work.

“I paid for a consultation with [law firm]. And again, they talked about the different pathways to prosecute it, but said, “The legislation is really holey, and so anybody who has tried to prosecute it hasn't had much luck”… it was a job that I'd enjoyed and people who I had felt supported by previously. And I think it was such a shock that this was happening to me.” (Rachel)

13 The case studies where this arose predominantly related to Callers who were on parental leave

One common non legal response to potential pregnancy discrimination at work that arises in the case studies and interviews was for women to try to resolve the issue internally. Both datasets include cases where pregnant workers described asking for assistance from managers or HR personnel or making internal complaints to HR. The following

UNDERSTANDING PREGNANCY DISCRIMINATION 11

5. HOW DID CALLERS WHO WERE EXPOSED TO POTENTIAL PREGNANCY DISCRIMINATION EXPERIENCE AND RESPOND TO IT?

• exclusion from access to training or other opportunities for career advancement (two interviewees experienced this);

Of the 42 case studies, it might well be that more than three Callers ultimately took formal legal action. In addition, like the Interview Participants, the Callers featured in the case studies might have sought information from a range of sources. This information is not, however, collected by JobWatch. Moreover, while unions are a crucial source of information and support for workers, none of the Callers or Interview Participants referred to seeking advice from a union. This might reflect the confined nature of the dataset or the effects of diminishing union membership among Australian workers.

5.2 Non-Legal Responses

The case studies and interview data also shed light on how pregnant workers responded to potential pregnancy discrimination at work, beyond seeking legal information and advice and/ or taking formal legal action.

14 The claims made under the FWA were: two general protections claims; and an unfair dismissal claim. One caller also made a WorkCover claim.

The case studies feature a small number of women who decided to initiate formal legal action in response to experiencing potential pregnancy discrimination at work. Specifically, of the 42 case studies, three Callers stated that they had filed a legal claim. Each of these three Callers had made their claims under the FWA.14

“I spoke to [a lawyer], and he was really helpful, and he said that there’s not really too much I could do. I think. I could push it, but it would mean that they I don’t know, they had … There was no way I could prove things.” (Julia)

5.1 Legal Responses

In addition, a range of other non legal responses to potential pregnancy discrimination are visible from the case studies and interviews. The following extracts from the case studies were chosen to show how Callers navigated challenging circumstances around facing pregnancy discrimination at work.

• make their own adjustments to working conditions as a ‘work around’ while awaiting a formal response/ approval from their employers to requests for temporary adjustments required due to their pregnancy;

UNDERSTANDING PREGNANCY DISCRIMINATION 12

“I will send an email, I will try to call…[S]ometimes they would leave me…for two, three weeks with no response, and no means of contacting me or them.” (Fiona)

as a permanent full time employee for several years before taking parental leave. She wanted to return to work and requested flexible working hours. She made numerous proposals to the employer but they would not agree to any changes. Eventually, unable to get the employer to compromise, Maria resigned.

Makayla, a permanent part time employee, went on maternity leave and, on return, had to go through a process before she was able to get her old job back. She felt as though she wasn't wanted, and Mariaresigned.worked

extracts from the case studies focus on this type of response and were selected to provide insights into the Callers’ experiences of navigating pregnancy discrimination via internal processes.

• agree to employer directions that they accept less favourable terms or conditions in order to maintain employment; • resign; or • ‘live with it’ until able to secure other employment.

Upon discovering that she was pregnant, Bertha requested to convert her permanent full time employment to a casual role. Her pregnancy was high risk and her doctor had told her to avoid unnecessary stress. Her employer agreed to this…and ultimately Bertha] was taken off the roster.

Vashti had also been experiencing bullying from her manager since returning to work [from parental leave]. She raised this issue with HR and by way of response she was offered a temporary relocation to another team. Karen was on maternity leave from her permanent full time job…She contacted her manager to discuss returning to work. [The manager] was evasive, and did not provide much information about what was happening with her position. Karen then called the [a more senior manager] who then told her that her role was redundant and no redeployment was available. This type of response is also highlighted in the following quotes from Interview Participants.

Other common non legal responses to potential pregnancy discrimination described by Callers were to:

• provide their employers with additional, or more detailed, medical information or evidence about their pregnancy related illness (that had not been accommodated by their employer) to support requests for temporary adjustments to their roles required due to their pregnancy;

“I always had to try and call them, try and email them…it just really felt like I was I don’t know, that I was being ignored. I felt really isolated being alone. And then just the certainty of my job, I just didn’t know what was going on.” (Julia) “[T]here was basically [several] weeks of trying to resolve it, and phone calls, and waiting on emails, or whatever. When I just felt agitated I mean, not agitated sorry, anxious, really anxious.” (Rachel) 5.2.2 Other Non-Legal Responses

This study revealed several themes about how pregnancy discrimination manifested itself for Callers and Interview Participants, which are not apparent from examining decided cases or publicly available information on claims. Many Callers and Interview Participants decided to ‘work around’ or ‘put up with’ the situation in the short term for a possible long term benefit of retaining the job, accessing benefits such as parental leave or including the job on their CV.

Similarly, there were Callers and Interview Participants who resigned while pregnant because they faced an unaccommodating or hostile environment at work while pregnant or on parental leave. However, even at that stage, some Callers and Interview Participants did not disclose to their employers the ‘real’ reason for their resignation in order to ensure that their employer would provide them with a positive reference in the future. Fear of not receiving a positive reference or being able to list the job on their CVs was also stated as a reason that some Callers were prepared to accept a demotion or a change to their working conditions.

5.3 Conclusion

The data highlights broad ranging responses to pregnancy discrimination in which Callers and Interview Participants sought to use both legal and non legal avenues to resolve issues.

The data sources considered in this study shed new light on how potential pregnancy discrimination manifests in the workplace and how women respond to it. It reinforces the idea that detriments at work arising from pregnancy occur along a temporal spectrum including when a woman announces she is pregnant, during a period of parental leave and when she seeks to return to work.

The data revealed many instances where a pregnant worker’s employment was terminated or she felt that she had no choice but to resign. The circumstances leading to termination of employment varied. There were Callers and Interview Participants who described having their roles made redundant while they were pregnant or on parental leave. Some recounted that there had been little or no genuine consultation with them regarding the restructure that led to their redundancy. As the decision of Heraud illustrates, if failure to consult is because of the employee’s pregnancy or parental leave, this is discriminatory.

Disciplinary action is ordinarily governed by employer discretion (via the contract of employment and policies and procedures) and conducted confidentially. More needs to be understood about how disciplinary processes can be misused, including in circumstances that can constitute discrimination

6. DISCUSSION

The demographic data by itself shows that pregnancy discrimination affects women across all stages of their career, regardless of their level of seniority or status. Consistent across all of the datasets is that women who have worked for an employer for a short amount of time are no more likely to experience discrimination than women who have worked for a long time. In terms of whether pregnancy discrimination occurs in particular industries, the JobWatch data does not suggest that pregnancy discrimination is more common in a particular industry.

UNDERSTANDING PREGNANCY DISCRIMINATION 13

Other Callers asked their employers to make changes to their contractual arrangements in order to keep working while pregnant. For example, some Callers agreed to contractual changes from permanent to casual employment. It has long been recognised that there is inequality in bargaining power in most employment relationships. The data highlights how pregnant women may be especially vulnerable to being pressured into agreeing to unfair changes to their contractual arrangements. One reason for this could be that pregnant women prioritise maintaining employment in order to have access to parental leave.

The data also includes instances where Callers said that they asked their employers to take personal leave or asked for changes to their working conditions, and their employers took (or threatened to take) unwarranted disciplinary action.

The research showed how experiencing issues at work during pregnancy impacted on the health and wellbeing of Callers and Interview Participants. Each of the Interview Participants discussed how changes to their working conditions and/ or security of employment negatively impacted on their psychological health. There were also Callers who said that increased levels of stress had led them to resign or agree to detrimental changes to their employment conditions. This highlights the wide ranging impacts of detrimental treatment on pregnant workers. It indicates that this form of mistreatment at work can also be an issue relevant to workers’ health and safety.

The data also highlights that resolving the issue informally and internally was often the first course of action for Callers and Interview Participants. There are a range of benefits to resolving issues in connection to pregnancy discrimination early and without further escalation, including that it enables women to remain in their employment for the rest of their pregnancies and access accrued entitlements (e.g. parental leave). Despite this, the experiences of Callers and Interview Participants illustrate a range of barriers to early resolution, including employers providing long delayed responses to requests or not responding at all. Future studies might track the responses (from both employee and employer) over a longer timeframe.

It is often presumed that changes to working arrangements under contracts of employment are made following consultation and consensus between the employer and worker. However, there were Callers and Interview Participants who agreed to contractual variations that diminished their employment security or conditions/ benefits in order to maintain employment. Some Callers said they were pressured by their employers to agree to less favourable conditions.

An underlying theme was the complexity of the overlapping legal regimes for the Callers and Interview Participants. It is crucial that resources and information are available to workers including pregnant women about their legal rights. On the other hand, there also needs to be more emphasis on education and resources for organisations of all sizes regarding

Analysis of the legal framework, and ways that the law can be improved to better protect pregnant workers, is beyond the scope of this report. It will be the subject of further academic publications drawn from the study, including a forthcoming article in the Federal Law Review, which is described further below.

7. FUTURE DIRECTIONS

Our research only sought the perspectives of the women who experienced potential pregnancy discrimination. We did not seek the perspectives of employers (such as HR practitioners and internal legal advisors) but future studies would benefit from gathering other perspectives. There is a need to better understand the attitudes of HR managers to legislative compliance in this area.

UNDERSTANDING PREGNANCY DISCRIMINATION 14

Communication and access to information for pregnant workers, including once their parental leave commences, is important. There were instances where employers avoided or delayed consulting, communicating or giving information to pregnant workers. Callers and Interview Participants described having to make many requests for information before having their queries answered. Pregnant women are legally entitled to be absent from the workplace to give birth and care for their children (and this is generally perceived as a beneficial entitlement) but this absence can lead to or exacerbate lack of access to crucial information that affects their employment.

In nine of the case studies, Callers referred to health related issues connected to pregnancy (e.g. a high risk pregnancy), medical conditions that developed during the pregnancy (e.g. diabetes) or health related adjustments that they needed to continue to work (e.g. minimising exposure to chemicals). However, some employers did not make necessary adjustments to enable pregnant women to continue to work in these circumstances. It is concerning that some Callers said their employers directed them to take paid or unpaid leave when they had some capacity for work or gave them directions that were inconsistent with medical advice. It is unclear whether these employer responses reflect indifference to legal compliance or misunderstanding of legal obligations. There are few educational resources available to employers from agencies such as the FWO, WorkSafe or equality commissions, about how to navigate the complex framework of legal obligations in these circumstances. Specific legal advice is, of course, costly. More tailored resources would assist employers to lawfully respond to medical issues raised by pregnant workers.

The starting point for this pilot study was that pregnancy discrimination continues to be an issue for women in the workplace, considering the number of complaints equality agencies receive about this each year, and yet insights into their experiences and responses are limited and elusive. Equality and industrial agencies do not release information about how discrimination manifests itself, nor do we know much about how women respond to discrimination or the employers’ response to workers’ requests in connection with pregnancy. The decided cases do not paint a complete picture either, particularly as there are so few. Drawing on previously unexamined data, our intention with this study was to begin exploring who is experiencing pregnancy discrimination in the workplace, the type of behaviour that women are encountering and how they respond to it including both legal and non legal responses. As a pilot study, our dataset was confined and the case studies were mediated through accounts written by members of the legal team at JobWatch, as a condition of access to data on a hard to reach group. Future studies could include data from other entities and individuals that provide information and advice in this space including unions, FWO, FWC and lawyers.

The study also provides some insights as to why Victorian women’s experiences of pregnancy discrimination are little understood. One reasonably common non legal response to pregnancy discrimination that can be seen in the data was for the worker to find strategies to ‘work around’ the issue or simply tolerate it. As also noted, Callers and Interview Participants described attempts to resolve issues informally, such as through informal requests to HR or formal internal complaints. These responses will, generally, be imperceptible outside of organisations. They indicate that managers and HR personnel play an important role in the ultimate outcome of these issues for workers. The scarcity of decided cases about pregnancy discrimination between 2016 2020 in either the Commonwealth or Victorian anti discrimination jurisdictions, or under the FWA, might be seen to indicate that very few Victorian women respond to an experience of pregnancy discrimination by taking legal action. However, it is apparent that there are many more legal claims made annually about pregnancy discrimination by Victorian women under industrial and equality laws. Most of these claims do not reach final adjudication. More detailed data about these types of claims is needed from the FWC and equality agencies. This data will help researchers better understand issues such as the prevalence of pregnancy discrimination, rates of settlement and what types of claims women choose to make when they encounter these issues.

This study might also be extended in future by examining data recorded by JobWatch under different ‘types’ of discrimination, such as ‘sex’ or ‘family responsibilities’ because there is often a cross over between these grounds. It would also be valuable for future studies to interview women who proceeded with a formal legal claim (either to the conciliation stage or beyond) and to longitudinally explore their experience of the legal system, though we acknowledge that there are significant barriers to conducting this type of research including the restrictions imposed by confidentiality clauses in settlement agreements.

, particularly given that seeking internal resolution was a common response reported on by Callers and Interview Participants. There are few empirical insights into organisational understandings of the law regarding pregnancy discrimination or managerial attitudes. An in depth empirical study of these responses would fill a crucial gap in Supportingunderstanding.women

while they are pregnant, during parental leave and when they are returning to the workforce is an ongoing issue for employers throughout the country. Around 300,000 babies are born in Australia each year.15 This is not only an issue that affects women, but is significant for employers no matter their size, location or the nature of their business. It is important that the laws and systems in place support women at each stage of their working life, particularly during pregnancy and return to work, and that employers are clear on what is required to support their female workforce.

15 There were 305,832 births in Australia in 2019 and 315,147 in 2018: ABS, Births, Australia (2020).

15

UNDERSTANDING PREGNANCY DISCRIMINATION

the legal obligations that employers have to pregnant workers. This could include guidance materials, sample policies and databases of ‘best practice’ policies and procedures. As the framework of relevant laws are overseen by more than one government agency at both levels of government, an inter agency approach to addressing this information gap is Aneeded.finalinsight

derived from examining the data is the importance of organisations’ internal processes to pregnant women

UNDERSTANDING PREGNANCY DISCRIMINATION 16

FURTHER RESEARCH

Abstract: This article uses doctrinal and empirical legal research methods to examine manifestations of discrimination experienced by pregnant workers and evaluate whether labour law could be strengthened to better support working women. The article commences by mapping the framework of rights and protections currently applicable to pregnant women under the Fair Work Act 2009 (Cth) (‘FW Act’). It then analyses court decisions made under Parts 3 1 and 3 2 of the FW Act, which relate to claims of adverse action based on discrimination on the ground of pregnancy and unfair dismissal claims made in the context of pregnancy. Recognising that these decisions comprise the ‘tip of the iceberg’ in terms of reflecting workers’ experiences of unfair treatment during pregnancy, examination of the case law is augmented by analysing the findings from a pilot study into the experiences of a group of pregnant workers in Victoria. Canvassing common manifestations and patterns of conduct that pregnant women experience at work from the doctrinal and empirical data, the article then considers how the rights and protections set out in the FW Act could be strengthened to better support pregnant women who experience unlawful conduct at work. It is argued that there are gaps in rights and protections under the FW Act, which leave pregnant women vulnerable to detrimental treatment. The most pressing amendment needed is to add pregnancy to s 65(1A) of the FW Act, so that it comprises a ground on which an employee can make a request for flexible working arrangements.

The following article is forthcoming in the Federal Law Review in 2022. It reports on further findings from this study and analyses legal decisions under the Fair Work Act 2009 (Cth).

Expecting More: Rethinking the Rights and Protections Available to Pregnant Workers under the Fair Work Act 2009 (Cth) Adriana Orifici and Dominique Allen Federal Law Review (2022)

UNDERSTANDING PREGNANCY DISCRIMINATION 17 APPENDIX 1 JOBWATCH CALLER DATA FY 2019/20 TABLE 3: AGE 19 24 8 25 34 40 35 44 23 Total 71 TABLE 4: EMPLOYMENT STATUS Casual full time 2 Casual part time 8 Fixed term contract 1 Independent contractor 1 Job seeker 1 Permanent full time 46 Permanent part time 12 Total 71 TABLE 5: LENGTH OF EMPLOYMENT 3 months or less 2 3 to 6 months 5 6 to 12 months 14 12 months to 2 years 16 2 to 5 years 20 6 to 10 years 10 11 to 15 years 4 Total 71 TABLE 6: SIZE OF EMPLOYER Less than 5 employees 2 5 to 19 14 20 to 49 6 50 to 100 5 Greater than 100 employees 42 Unknown 2 Total 71

UNDERSTANDING PREGNANCY DISCRIMINATION 18 TABLE 7: INDUSTRY Accommodation, cafes and restaurants 4 Agriculture, Forestry and Fishing 0 Communication Services 2 Construction 3 Education 2 Electricity, gas and water supply Finance and insurance 3 Government Administration and Defence Health and community services 11 Manufacturing 2 Not Applicable 5 Other Services 10 Personal and other services 7 Professional, Scientific and Technical Services 6 Property and business services 4 Retail trade 11 Wholesale trade 1 Total 71 TABLE 8: OCCUPATION Clerical and Administrative Workers 13 Community and Personal Service Workers 7 Machinery Operators and Drivers 1 Managers 10 Professionals 14 Sales Workers 12 Technicians and Trades Workers 2 Unknown 4 Not Applicable 5 Managers and Administrators 1 Para Professional 1 Tradesperson 1 Total 71

UNDERSTANDING PREGNANCY DISCRIMINATION 19 APPENDIX 2 JOBWATCH CASE STUDIES TABLE 9: EMPLOYMENT STATUS Casual full time 3 Casual part time 1 Casual 1 Fixed term contract 5 Unknown 2 Permanent full time 24 Permanent part time 6 Total 42 TABLE 10: LENGTH OF EMPLOYMENT 3 months or less 3 3 to 6 months 1 6 to 12 months 8 12 months to 2 years 8 2 to 5 years 13 6 to 10 years 3 11 to 15 years 4 Unknown 2 Total 42 TABLE 11: SIZE OF EMPLOYER less than 5 employees 5 to 19 5 20 to 49 7 50 to 100 5 over 100 employees 14 Small 4 Medium 2 Large 5 Total 42

UNDERSTANDING PREGNANCY DISCRIMINATION 20 APPENDIX 3 INTERVIEW PARTICIPANTS TABLE 12: AGE 18 24 years 25 34 years 3 35 44 years 1 45 54 years 55 64 years 65 years or older Total 4 TABLE 13: EDUCATION STATUS Primary school High CertificateTradeschoolorapprenticeshipordiploma 1 Bachelor degree 3 Higher degree Total 4 TABLE 14: OCCUPATION Clerical and Administrative Workers Community and Personal Service Workers Machinery Operators and Drivers Managers 2 Professionals 2 Sales TechniciansWorkersand Trades Workers ManagersNotUnknownApplicableand Administrators Para TradespersonProfessional Total 4

UNDERSTANDING PREGNANCY DISCRIMINATION 21 TABLE 15: INDUSTRY Accommodation, cafes and restaurants Agriculture, Forestry and Fishing EducationConstruction 1 Electricity, gas and water supply Finance and insurance Government Administration and Defence Health and community services 1 Manufacturing 1 Not PersonalOtherApplicableServicesandother services Professional, Scientific and Technical Services 1 Property and business services Retail Wholesaletradetrade Total 4 TABLE 16: SECTOR PrivatePublic 4 Not for Profit Total 4 TABLE 17: SIZE OF EMPLOYER Small (under 20 employees) Large (over 20 employees) 4 Total 4 TABLE 18: EMPLOYMENT STATUS Employed, full time 3 Employed, part time 1 Employed, casual Self OtherLabouremployedhire(specify) Total 4

UNDERSTANDING PREGNANCY DISCRIMINATION 22 Further information Associate Professor Dominique Allen Department of Business Law & Taxation Monash Business School T: +61 3 9903 2385 E: E:T:MonashDepartmentMsdominique.allen@monash.eduAdrianaOrificiofBusinessLaw&TaxationBusinessSchool+61399031318adriana.orifici@monash.edu taxationmonash.edu/business/business-law-andCRICOS provider: Monash University 00008C

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