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Want to stay on the right side of the law? We support businesses and public authorities and help them to promote good practice.
 
 

Harassment and Bullying

Harassment and bullying in the workplace


Harassment and bullying at work continue to be an unpleasant fact of life for some employees. Employers can work to change this by putting in place policies and procedures to create and sustain inclusive workplaces.
 


What is harassment and bullying?

 
Harassment and bullying are commonly seen as being behaviours of an offensive, oppressive or intimidatory kind that, whether deliberately or not, cause their victims to feel physically and/or emotionally hurt or distressed.
 
In legal terms there are subtle differences between the terms harassment and bullying. Further information on these terms is provided in the tabs above, but in summary:
 

  • Harassment refers to offensive, oppressive or intimidatory behaviour that is connected to a protected equality ground. It is a form of discrimination that is prohibited by the anti-discrimination laws. The protected equality grounds are: sex, pregnancy and maternity, gender reassignment, marital or civil partnership status, religious or similar philosophical belief, political opinion, race, colour, ethnic or national origins, nationality, sexual orientation, disability and age. Anti-discrimination laws prohibit two forms of harassment, one of which is sexual harassment.
 
  • Bullying is similar in that it too is offensive, oppressive or intimidatory behaviour, but it is not connected to a protected equality ground. It is not deemed to be a form of unlawful discrimination under the anti-discrimination laws, although there may be legal remedies for it under other areas of employment law.

Types of misconduct

 

What is an inclusive workplace?

 

Step 1: Corporate commitment

 

Step 2: Assess the current situation

 

Step 3: Communicate your commitment

 

Step 4: Train staff and managers

 

Step 5 Implement policies and procedures

 

Step 6: Monitor and review progress

 
 
 

Definitions


The terms harassment, bullying and victimisation are terms that are often used interchangeably. Their dictionary definitions provide a flavour of what commonly connects these forms of behaviour and why they are deemed to be so hurtful to those who are on the receiving end.

 

Definitions given in the Concise Oxford English Dictionary

Harassment - To torment by subjecting to constant interference or intimidation.

Bullying - To deliberately intimidate or persecute those who are weaker.

Victimisation - To single someone out for cruel or unjust treatment.
 

Nevertheless, it is important to note that in equality and employment law there are legal differences between the definitions that are used in that context: harassment is different to bullying, although they have some similarities too, and both are different again to victimisation.


In short, the main legal differences are:

 

 

  • Harassment

Under the anti-discrimination statutes, behaviour that is offensive, oppressive or intimidating and, crucially, which is connected to a protected equality ground (such as sex, religious belief, race, sexual orientation) is called harassment and is deemed to be a form of unlawful discrimination. Consequently, those laws provide legal remedies for those who are victims of it.[1]
 

 

  • Bullying

Bullying is usually deemed to be behaviour that is offensive, oppressive or intimidating and repetitive but which is not connected to a protected equality ground. Consequently, it is not deemed to be a form of unlawful discrimination under the anti-discrimination laws and those laws provide no legal remedies for it; although there may be remedies for victims under other areas of employment law.
 

 

  • Victimisation

Victimisation is a form of discrimination prohibited by the anti-discrimination laws and occurs where an employer treats an employee or job applicant less favourably than they treat or, would treat, others because the victim has previously exercised their rights under the anti-discrimination laws, or has assisted another person to do so.
 
Victimisation is essentially a form of retaliation, e.g. an employer is retaliating against a person who previously made a discrimination allegation by refusing, on that account, to offer them, for example, a promotion or other benefit. Victimisation can take many forms such as refusing to offer the victim a job, a promotion or a pay rise, or by dismissing them. It can also take the form of harassing a person; i.e. subjecting the victim to offensive, oppressive or intimidating behaviour.

 

 


[1] The protected equality grounds are: sex; pregnancy and maternity; gender reassignment; marital or civil partnership status; religious or similar philosophical belief; political opinion; race, colour, ethnic or national origins, nationality; sexual orientation; disability; age.

 
 

   
ECNI
< Harassment & Bullying (main page)
 

Defining Sexual Harassment


The anti-discrimination statutes prohibit two forms of harassment in workplaces, one of which includes sexual harassment. These terms are defined as follows:

 

Harassment

Harassment occurs where a job applicant or employee is subjected to unwanted conduct on a protected equality ground and where that conduct has the purpose, or the effect, of violating their dignity, or of creating for them an intimidating, hostile, degrading, humiliating or offensive environment.
 

Sexual harassment

Sexual harassment occurs where a job applicant or employee is subjected to unwanted verbal, non-verbal or physical conduct of a sexual nature and where that conduct has the purpose, or the effect, of violating their dignity, or of creating for them an intimidating, hostile, degrading, humiliating or offensive environment.
 
It also occurs where a person is treated less favourably than others for having rejected, or submitted to, unwanted conduct of the kind just described.

Many forms of misbehaviour may amount to harassment; examples include:
 
  • Physical conduct such as assaulting a person, sexually or otherwise, or making obscene gestures.
 
  • Verbal conduct such as making racist, sexist, sectarian or homophobic remarks; making derogatory comments about a person’s age or disability; or singing songs of this nature.
 
  • Visual or written material containing racist, sexist, sectarian, homophobic or other derogatory words or pictures (e.g. in posters, graffiti, letters, text messages or emails).
 
  • Isolating a person (e.g. “sending them to Coventry”) or refusing to co-operate or help them at work or by excluding them from work-related social activities.
 
  • Forcing a person to offer sexual favours, or to take part in religious or political activities.
 
  • Intruding on a person’s private space by pestering, stalking or spying on them.
 

Unwanted conduct - Banter

One of the conditions necessary for behaviour to be deemed to be harassment is that it is unwanted; or, in other words, the victim does not invite it or wish to be on the receiving end of it.
 
The kinds of behaviour illustrated in the preceding textbox are clearly of a kind that reasonable people would not want to be subjected to and it will usually be quite obvious that it is unwanted. However, sometimes it may not always be so clear.
 
This confusion is more likely to arise in relation to so-called banter, which the Concise Oxford Dictionary defines as being “the playful and friendly exchange of teasing remarks”. If the exchange of such remarks is genuinely friendly between all who participate in it then it may be appropriate to conclude that it is wanted, as opposed to unwanted.
 
But, employers should always be careful not to readily excuse poor behaviour on the grounds that it is alleged by some of its participants to be merely a form of wanted banter. A closer and objective examination of all the facts may disclose that it is actually unwanted by some and is not friendly or playful at all but is, in fact, hurtful; i.e. in other words, it is actually harassment.

 

Does It count if an employee sends jokes to work colleagues?

Tribunals recognise that workplace banter can and does occur, and where that behaviour is reciprocal, is taken in good spirit and is seen as unthreatening then it may not constitute harassment. However, it is also recognised that perceptions and circumstances must be taken into account. In the words of one tribunal ruling (in the case of Grimes –v- Unipork Limited, Fair Employment Tribunal, 1992):
 

‘What is banter for some may be intimidating and embarrassing for others. What is banter today may be dangerous tomorrow. There should be no place in the workplace for conduct which has the potential to disrupt the harmonious working environment.’


 

Purpose of the unwanted conduct

Harassment can occur even if the unwanted conduct is not intended to be offensive (see below). But, if a person intends to hurt another, then that will certainly be harassment. Recognising this can also be important for deciding what penalty it would be appropriate to impose, so it would be important to consider the question when investigating allegations of harassment. For example, intentional misconduct may justify sterner penalties, such as demotion or dismissal.

 

Unintended harassment – the effect of the unwanted conduct

Although the law states that harassment can occur even if the unwanted conduct is not intended to be offensive, oppressive or intimidating that does not mean that all incidents where offence is unintentionally given will necessarily be deemed to be harassment.
 
But, employers should always be careful not to readily excuse allegations of harassment on the grounds that the offence given is alleged by the perpetrator to be unintentional or accidental. Therefore, employers should not readily accept such excuses as: “it was just banter”, for closer investigation may show that it is more sinister than that.
 
When investigating allegations of harassment, employers should carefully examine all of the circumstances in which the incident or incidents occurred and try to decide whether, in the light of that, a reasonable person would conclude that the allegations amount to harassment (i.e. that they are offensive, oppressive, intimidating, etc.).
 
The test is an objective one, albeit that weight must be given to the victim’s subjective perception of the matter. Therefore, when considering all of the circumstances in which the incident or incidents occurred, consideration must also be given to the victim’s perception of the matter.

 

Liability for harassment

If an employee is subjected to harassment in the course of their employment, they will likely look to their employer to stop it and to provide a remedy. As a matter of good practice employers should always try their best to protect their employees.
 
That does not necessarily mean, however, that the employer will be liable under equality law to compensate the employee for any harassment that they experience; although usually the employer will be so liable. Whether the employer is held liable depends on a number of factors, such as who committed the act(s) of harassment and in what circumstances, and on whether the employer took reasonably practicable steps to prevent it occurring.
 

(a) employer’s liability for their own acts of harassment

Where the employer, such as the owner of a small firm, himself (or, herself) commits the acts of harassment, then he (or, she) will be deemed to be liable for that.
 

(b) employer’s liability for the acts of their employees

All too frequently, acts of harassment are not committed by an employer themselves, but by their employees; e.g. a manager or a co-worker harassing one of their fellow team members. Nevertheless, the law will deem the employer to be liable for that harassment if it is carried out by the employee in the course of their employment.
 
That term has a wide meaning and can include situations where the harassment occurs when the employees are working at the main business premises or at other work sites, or, even, remotely from home. In can also include harassment that occurs at work-related social events, such as at Christmas parties held in hotels or bars.
 
It is not an unlimited term, however, and the law recognises that in some cases harassment between co-workers could occur in circumstances that are wholly unconnected to the work and the workplace. In such cases, the employer would not be held liable for it.
 
In cases of doubt it would ultimately be for an industrial or fair employment tribunal to decide whether the circumstances in which the alleged harassment occurred are so closely connected to the work and the workplace that it can be said to have been done in the course of the employment.
 

(c) employee’s liability for their own acts of harassment

The law does not place liability solely on an employer for unlawful acts of harassment committed by their employees in the course of their employment. Those employees are deemed to have aided and abetted their employers in committing those unlawful acts and are deemed to be jointly liable with their employer for them.
 
It means that the employee who commits harassment against a co-worker may also have to compensate his or her victim, either jointly with the employer and, sometimes, solely.
 

(d) employer’s liability for the acts of their agents

The law also deems an employer to be liable for any acts of harassment committed against one of their employees by an agent of the employer. An agent could be someone who is performing work or other tasks on behalf of the employer, such as an agency worker, or a business or occupational health consultant, or a security guard on the premises who is employed by a separate firm engaged by the employer to provide security services there.
 
That agent is deemed to have aided and abetted the employer in committing the unlawful acts and is deemed to be jointly liable for them too, meaning they are liable to compensate the victim.
 

(e) employer’s liability for the acts of customers and clients

With one exception (see below), anti-discrimination law does not deem an employer to be liable in law for any acts of harassment committed against their staff by people who are not the employer’s own employees or agents.
 
Such people are often called “third-parties” and include customers in a shop, bar, hotel or restaurant; patients in a hospital (or their visitors); residents in a care home (or their visitors); pupils in a school (or their parents); passengers on a bus or train.
 
The exception relates to acts of harassment that are prohibited by the Sex Discrimination (NI) Order 1976; namely, sexual harassment and any other harassment that is related to sex or gender reassignment. The situations in which an employer will be held liable for such third-party harassment are-
 
  • the employee is harassed in the course of her employment by the third-party
  • the employee has been harassed by that third-party (or others) on two or more previous occasions
  • the employer knows about the previous occasions, and
  • the employer has failed to take reasonably practicable steps to prevent the employee from being harassed by the third-party
 

(f) taking reasonably practicable steps to prevent harassment

The law provides employers with a legal defence that may allow them to avoid liability for acts of harassment committed by their employees and, where relevant, third-parties where they can prove that they took reasonably practicable steps to prevent the act(s) of harassment occurring. This basically requires an employer to continually follow and apply the kinds of good practice guidelines that are set out in this publication.


   
ECNI
< Harassment and Bullying (main page)
< Definitions
 

Defining Bullying


Bullying is usually deemed to be behaviour that is offensive, oppressive or intimidating but which is not connected to a protected equality ground.
 
Thus, the types of behaviour that illustrate bullying may include acts like assaulting an employee, making derogatory, overcritical or other unfair comments (verbal or written) to or about them, isolating them, intruding on their personal space; albeit that the behaviour will not be motivated by or otherwise related to a protected equality ground, but may be associated with other reasons such a jealousy or personal dislike or revenge or insecurity.

Unlike harassment, there is no statutory definition of bullying for the purposes of employment law.

Addressing Bullying in Schools Act (NI) 2016
Interestingly, the only statutory definition of bullying that exists comes from this education law which applies for the protection of pupils in schools.


‘[Bullying] includes...the repeated use of any verbal, written or electronic communication, or any other act or omission, or any combination of these by a pupil…against another pupil…, with the intention of causing physical or emotional harm to that pupil…’


Another useful, but non-legal, definition (drafted by the former trade union MSF) that has stood the test of time is:

Persistent, offensive, abusive, intimidating, malicious or insulting behaviour, abuse of power or unfair penal sanctions, which makes the recipient feel upset, threatened, humiliated or vulnerable, which undermines their self-confidence and which may cause them to suffer stress.
 

Repetition and persistence

As these definitions indicate, one of the hallmarks of bullying behaviour is that it is usually repetitious and persistent. Another area in which it may differ from equality-related harassment is that the latter an sometimes occur in relation to a single one-off act.

 

Motive or intent

The law affords intent a low priority. It is less interested in the why than the “what” and, in particular, the outcome or how the person has been affected.

 

Reasonableness

While the law recognises that we are all different, that we each perceive the world uniquely, and that circumstances change, ultimately the test of what ‘counts’ has to rest on the construct of reasonableness.
 
This is not to deny our individuality, nor that many people feel deeply upset and aggrieved by how they may have been treated, but without the application of a test of reasonableness then the effective management of bullying would be almost impossible.


Does it count If a staff member is monitored and supervised more closely because of poor performance?
In legal claims relating to bullying, the tribunals or courts are likely to apply a test of reasonableness. If the alleged victim is complaining that his manager is bullying him by criticising his work performance standards, yet where he has consistently underperformed and that performance is not connected with being harassed or bullied, and it has been dealt with fairly and recorded appropriately, then it is unlikely to constitute the basis for a claim.

 

Legal remedies for bullying

Given the features of bullying that are outlined above, a victim would not, by definition, be able to bring a complaint to an industrial tribunal under the anti-discrimination laws.
 
There may, however, be remedies available to them under other laws which may be enforceable in industrial tribunals and/or the civil courts. Examples may include:
 
  • a claim for unfair (constructive) dismissal – but only if they have left their employment as a result of their treatment and have sufficient length-of-service to bring such a claim
 
  • a claim for breach of contract – based on alleging that the employer has breached the implied term of mutual trust and confidence that all employment contracts contain
 
  • a claim for compensation for personal injury under common law (negligence) or for breach of statutory health and safety at work law
 
  • a claim for compensation under the Protection from Harassment (NI) Order 1997 – this is a law developed to combat stalking but which is wide enough to protect people from any persistent conduct that causes them distress or alarm.[1]
 
These causes of action each have their own peculiarities and conditions. Further information may be obtained from the Labour Relations Agency.
 
By following the good practice guidance outlined here employers will significantly reduce the likelihood that any member of their staff will be subjected bullying behaviour. If, despite that, such behaviour does occur, employers will still be in a much better position to defend any legal claims brought against them than if they had not followed these steps.

 
 
[1] The name of the Protection from Harassment (NI) Order 1997 is somewhat confusing. Its definition of harassment is different to that which applies under the anti-discrimination laws. For example, the conduct does not need to be related to a protected equality ground but it does require the conduct to have occurred on two or more occasions. The latter is not a requirement for an act to be deemed to be harassment under the equality laws, for single, one-off acts may be enough in that context.
 
 
ECNI
< Harassment and Bullying (main page)
< Definitions
< Defining Sexual Harassment
 
 
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