diskriminimi
diskriminimi
Equality and
discrimination:
understand the
basics
July 2019
Equality and discrimination: understand the basics
July 2019
Information in this guide has been revised up to the date of publication.
For more information, go to the Acas website at www.acas.org.uk
Legal information is provided for guidance only and should not be
regarded as an authoritative statement of the law. The particular
circumstances of an individual case will always need to be taken into
account. It may, therefore, be wise to seek legal advice.
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Equality and discrimination: understand the basics
Contents
About this guide ............................................................................4
At-a-glance chart ...........................................................................5
The nine protected characteristics.................................................6
Age .............................................................................................. 6
Disability ...................................................................................... 7
Gender reassignment ..................................................................... 8
Marriage and civil partnership ......................................................... 9
Pregnancy and maternity .............................................................. 10
Race .......................................................................................... 11
Religion or belief .......................................................................... 12
Sex ............................................................................................ 13
Sexual orientation........................................................................ 13
Types of discrimination ............................................................... 14
Direct discrimination .................................................................... 14
Indirect discrimination .................................................................. 15
Harassment ................................................................................ 16
Victimisation ............................................................................... 18
Exemptions and exceptions – where discrimination is lawful ......19
Matching core ‘occupational requirements’ of the job........................ 19
Can discrimination ever be justified? .............................................. 20
Taking ‘positive action’ in the workplace ......................................... 21
Taking ‘positive action’ in hiring and promoting staff ........................ 22
Other aspects of equality law ...................................................... 23
Making reasonable adjustments ..................................................... 23
Equal pay (Sex Equality)............................................................... 25
Who is liable? .............................................................................. 26
Job applicants’ health ................................................................... 27
References .................................................................................. 29
Bullying and the Equality Act ......................................................... 30
Further information .....................................................................31
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Equality and discrimination: understand the basics
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Equality and discrimination: understand the basics
At-a-glance chart
The different ‘types of discrimination’ listed across this chart and the nine
‘protected characteristics’ set out down the left-hand side of the chart are
fully explained further into this booklet.
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Equality and discrimination: understand the basics
Age
The Equality Act protects employees from discrimination, harassment and
victimisation because of age, which may include because they are
‘younger’ or ‘older’ than a relevant and comparable employee. For
example, if an organisation has a training policy excluding employees
aged 60 or more from applying for courses then this is likely to be
discriminatory.
Ordinary direct discrimination because of age is the only one of the three
different types of direct discrimination that may be objectively justified as
what the law calls ‘a proportionate means of achieving a legitimate aim’ –
to find out more see the section, ‘Can discrimination ever be justified?’
However, under the Act, limited exceptions in some other areas, including
pay and other employment benefits, can be allowed based on length of
service in some circumstances. There are also some limited exceptions
and exemptions relating, for example, to the National Minimum Wage,
redundancy payments, insurance and pensions.
To find out more about the protected characteristic of Age, see the Acas
guide, Age discrimination: key points for the workplace.
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Equality and discrimination: understand the basics
Disability
The Equality Act protects employees from four main types of
discrimination - direct, including by association and by perception,
indirect, harassment and victimisation - because of disability. For
example, the dismissal of an employee because they are dyslexic could be
potentially discriminatory.
There are two additional types which apply solely to this protected
characteristic: Failure to make ‘reasonable adjustments’; and
Discrimination arising from disability.
Where the employer or another person acting for the employer knows, or
could reasonably be expected to know, that the employee or job applicant
has a disability, the potential for discrimination occurs. An employer
should be ready to discuss what a reasonable adjustment should be with
the disabled employee or job applicant.
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Equality and discrimination: understand the basics
To find out more about the protected characteristic of Disability, see the
Acas website page on Disability discrimination, and the Acas guide,
Disability discrimination: key points for the workplace.
Gender reassignment
The Equality Act protects employees from discrimination, harassment and
victimisation relating to gender reassignment. In the Act, someone who
proposes to, starts, or has completed a process to change his or her
gender is referred to as a ‘transsexual’ person.
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Equality and discrimination: understand the basics
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Equality and discrimination: understand the basics
To find out more about the protected characteristic of Marriage and civil
partnership, see the Acas website page on Marriage and civil
partnerships, and the Acas guide, Marriage and civil partnership
discrimination: key points for the workplace.
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Equality and discrimination: understand the basics
Race
The Equality Act protects employees from discrimination, harassment and
victimisation because of the protected characteristic of Race, which may
include different elements that often merge:
race – an umbrella term for the other four aspects.
colour – like ‘race’ it tends to overlap, particularly with the concepts of
‘ethnic origin’ and ‘national origin’. Examples include black and white.
ethnic origin – may include racial, religious and cultural factors which
give a group of people a distinct social identity with a long and shared
history. Examples include Sikhs, Jews, Romany Gypsies and Irish
Travellers.
national origin –birthplace, the geographical area and its history can
be key factors. Examples include Welsh and English.
nationality – usually the recognised state of which the employee is a
citizen. In other words, what it says in their passport if they have one.
For example, British citizen.
But the Race protected characteristic does not cover more local or
regional distinctions. For example, an employee working in the south of
England who feels they are being treated unfairly solely because they are
a ‘Geordie’, or an employee treated unfairly solely because they are a
‘Southerner’ with an Essex accent working in the north of England, are
unlikely to succeed in claims of race discrimination.
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Equality and discrimination: understand the basics
Caste discrimination
Caste usually refers to the social levels in certain cultures and racial
groups, such as in India, where people’s positions in society are fixed by
birth or occupation, and are hereditary. Caste can also affect life in
Britain.
In July, 2018, the Government decided it would not specifically add
caste discrimination as part of the Equality Act 2010. For some time,
some legal opinions and case law have considered caste to be already
protected in some circumstances because they say it could coincide with
ethnic origin within the Race protected characteristic under the Act. The
Government expects employment tribunals and courts to continue to
rely on that interpretation.
Caste can also be linked to religion. For more on religion discrimination,
see companion Acas guide, Religion or belief discrimination: key points
for the workplace. For more on race discrimination, see companion Acas
guide, Race discrimination: key points for the workplace.
To find out more about the protected characteristic of Race, see the
companion guide in this series, Race discrimination: key points for the
workplace.
Religion or belief
The Equality Act protects employees from discrimination, harassment and
victimisation because of religion, religious belief or philosophical belief.
For example, a manager should ensure that religiously offensive graffiti in
a staff toilet is removed, and that the matter is thoroughly investigated
and handled. The law also protects employees or job applicants if they do
not follow a certain religion, religious belief or philosophical belief, or have
no religion or belief at all.
For the purposes of the Act, religion means any religion with a clear
structure and belief system. Denominations or sects within a religion can
be considered a protected religion. Religious belief is an individual’s own
faith and how it affects their life. A philosophical belief must satisfy
various criteria, including that it is a weighty and substantial aspect of
human life and behaviour, worthy of respect in a democratic society and
does not conflict with the fundamental rights of others.
The Equality Act has special provisions which, while applicable in only
limited circumstances, can place restrictions or requirements on job
applicants and jobholders for some roles in an organisation based on
religion, religious belief or philosophical belief – for example, in a church
or an environmental group.
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Equality and discrimination: understand the basics
Political belief
It is broadly accepted that supporting a political party is not a
philosophical belief under the Equality Act. However, a political
philosophy affecting significantly how a person lives their life may be
protected. And, under other legislation – the Employment Rights Act
1996 - dismissing an employee solely or mainly because of their political
opinions or affiliation is likely to be unfair dismissal, unless misconduct
by the employee would justify fair dismissal.
Sex
The Equality Act protects both male and female employees from
discrimination, harassment and victimisation because of sex. For
example, an employer must ensure its managers do not favour team
members of one sex over another.
To find out more about the protected characteristic of Sex, see the Acas
website page on Sex discrimination, and the Acas guide, Sex
discrimination: key points for the workplace.
Sexual orientation
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Equality and discrimination: understand the basics
Types of discrimination
Under the Equality Act, there are four main types of discrimination:
Direct discrimination
Indirect discrimination
Harassment
Victimisation.
Direct discrimination
Direct discrimination occurs where someone is treated less favourably
than others because of:
a protected characteristic they possess – this is ordinary direct
discrimination; and/or
a protected characteristic of someone they are associated with, such as
a friend, family member or colleague – this is direct discrimination
by association; and/or
a protected characteristic they are thought to have, regardless of
whether this perception by others is actually correct or not – this is
direct discrimination by perception.
Direct discrimination in all its three forms could involve a decision not to
employ someone, to dismiss them, withhold promotion or training, offer
poorer terms and conditions or deny contractual benefits because of a
protected characteristic.
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Equality and discrimination: understand the basics
Indirect discrimination
This type of discrimination is usually less obvious than direct
discrimination and is normally unintended. In law, it is where a ‘provision,
criterion or practice’ involves all these four things:
1. the ‘provision, criterion or practice’ is applied equally to a group of
employees/job applicants, only some of whom share a certain
protected characteristic
2. it has (or will have) the effect of putting those who share the
protected characteristic at a particular disadvantage when
compared to others without the characteristic in the group
3. it puts, or would put, an employee/job applicant at that
disadvantage, and
4. the employer is unable to objectively justify it - what the law calls
showing it to be ‘a proportionate means of achieving a legitimate
aim’.
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Equality and discrimination: understand the basics
Harassment
Harassment is defined as ‘unwanted conduct’ and must be related to a
relevant protected characteristic or be ‘of a sexual nature‘. It must also
have the purpose or effect of violating a person’s dignity or creating an
intimidating, hostile, degrading, humiliating or offensive environment for
them.
Generally, harassment:
includes bullying, nicknames, threats, jokes, ‘banter’, gossip, intrusive
or inappropriate questions and comments, excluding an employee (for
example - ignoring them or not inviting them to meetings), insults or
unwanted physical contact
can be verbal, written or physical
is based on the victim’s perception of the unwanted behaviour rather
than that of the harasser, and whether it is reasonable for the victim to
feel that way
can also apply to an employee who is harassed because they are
perceived to have a protected characteristic, regardless of whether this
perception by others is actually correct or not
can also apply to an employee who is harassed because they are
associated with someone with a protected characteristic
can also apply to an employee who witnesses harassment because of a
protected characteristic and that has a negative impact on their dignity
at work or working environment, irrespective of whether they share
the protected characteristic of the employee who is being harassed.
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Equality and discrimination: understand the basics
For the harasser to say their behaviour was not meant to be harassment
or that the comments were ‘banter’ is no defence.
Employers and managers should be careful not to let their own views
influence a situation or dismiss a concern because they do not deem the
behaviour offensive themselves.
While the Equality Act 2010 protects against harassment related to most
protected characteristics, other legislation such as the Protection from
Harassment Act 1997 may also apply. This legislation is not limited to
circumstances where harassment relates to a protected characteristic.
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Equality and discrimination: understand the basics
Victimisation
Victimisation is when an employee suffers what the law terms a
‘detriment’ - something that causes disadvantage, damage, harm or loss
because of:
making an allegation of discrimination, and/or
supporting a complaint of discrimination, and/or
giving evidence relating to a complaint about discrimination, and/or
raising a grievance concerning equality or discrimination, and/or
doing anything else for the purposes of (or in connection with) the
Equality Act 2010, such as bringing an employment tribunal claim of
discrimination.
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Equality and discrimination: understand the basics
All three points apply to an occupational requirement, not just one or two
of them. There is more on ‘legitimate aims’ in the next section.
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Equality and discrimination: understand the basics
To justify this sort of action, an employer must balance its business need
against the discriminatory effect on affected employees. The more
discriminatory the effect, the more difficult it will be to justify. Employers
should explore ways to achieve their aims without discriminating, or
without discriminating as much. If there are less discriminatory
alternatives, they should be taken.
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Equality and discrimination: understand the basics
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Equality and discrimination: understand the basics
This does not mean the tying candidates need to have exactly the same
qualifications as each other – but it does mean that the employer’s
selection assessment on a range of criteria rates them as equally qualified
and/or capable of doing the job.
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Equality and discrimination: understand the basics
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Equality and discrimination: understand the basics
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Equality and discrimination: understand the basics
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Equality and discrimination: understand the basics
To find out more, see the Acas website page on Equal pay, and the
Equality and Human Rights Commission website for Pay audits and Equal
pay action plans.
Who is liable?
Both employers and their employees can be held responsible and liable
for their actions where they breach the Equality Act. So, in relevant
circumstances, someone who believes they have been discriminated
against at work can make an employment tribunal claim, naming their
employer, and any colleagues they allege were involved, as
‘Respondents’.
Staff are responsible for their actions in what the law terms ‘the course of
their employment’ if they discriminate against, harass or victimise a
colleague because of a protected characteristic. The behaviour might
occur at work or at a time and place associated with the workplace, such
as at a social gathering or through the use of personal social media
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Equality and discrimination: understand the basics
An employer will also be liable for the actions of its staff. This aspect of
liability is known as vicarious liability or secondary liability.
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Equality and discrimination: understand the basics
For example…
The Holm City Gazette asks job applicants if they require any
reasonable adjustments to the selection process so they can give their
best. The employer does not take this information into account when
deciding who to employ.
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Equality and discrimination: understand the basics
Also, an employer must ensure that a health check itself does not
discriminate. For example, targeting health checks at certain age groups,
or singling out disabled people for assessment or discouraging people
from applying are likely to be discriminatory.
References
An employer should always be careful in writing a reference – it should
always be accurate and fair.
Protections in the Equality Act reach beyond the end of the working
relationship, so it would be unlawful if a former employer provided a
written or verbal reference that discriminated against, harassed or
victimised a former employee.
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Equality and discrimination: understand the basics
An option for an employer can be to have a rule that it will only give a
simple, factual reference for all employees and former employees. For
example, this might amount to job titles, dates of employment and
salary. The employer should also explain, in giving the reference, that this
is its policy.
Employers have a legal ‘duty of care’ for all their employees, are usually
responsible for the acts of their employees and are accountable for taking
all reasonable steps to prevent both bullying and harassment. In an
extreme case, where bullying and harassment caused an employee to
become ill, an employer might face a civil claim under common law.
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Equality and discrimination: understand the basics
Further information
Acas learning online
Acas offers free e-learning. The Equality and diversity course gives: an
overview of what equality and diversity mean; why they are important;
putting the principles into practice in an organisation; and a test to gauge
understanding of the key points. Go to www.acas.org.uk/elearning
Acas training
Our Equality and diversity training is carried out by experienced Acas staff
who work with businesses every day. Training can be specially designed
for smaller companies. Go to www.acas.org.uk/training for up-to-date
information about our training and booking places on face-to-face
courses. Also, Acas specialists can visit an organisation, diagnose issues
in its workplace, and tailor training and support to address the challenges
it faces. Find out more at www.acas.org.uk/businesssolutions
Acas guidance
Prevent discrimination: support equality
Discrimination: what to do if it happens
Age discrimination: key points for the workplace
Disability discrimination: key points for the workplace
Gender reassignment discrimination: key points for the workplace
Marriage and civil partnership discrimination: key points for the workplace
Pregnancy and maternity discrimination: key points for the workplace
Race discrimination: key points for the workplace
Religion or belief discrimination: key points for the workplace
Sex discrimination: key points for the workplace
Sexual orientation discrimination: key points for the workplace
Asking and responding to questions of discrimination in the workplace
Bullying and harassment at work: a guide for managers and employers
Bullying and harassment at work: a guide for employees
Code of practice on discipline and grievance
Guide on discipline and grievances at work
Equal pay
Additional help
Employers may be able to seek assistance from groups where they are
members. For example, if an employer is a member of the Confederation
of British Industry or the Federation of Small Businesses, it could seek its
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Equality and discrimination: understand the basics
Acas Helpline. Call the helpline for free and impartial advice on 0300
123 1100. We can provide employers and employees with clear and
confidential guidance about any kind of dispute or relationship issue in the
workplace. You may want to know about employment rights and rules,
best practice or may need advice about a dispute. Whatever it is, our
team are on hand. Find out more: www.acas.org.uk/helpline
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