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Guidelines for employers and providers of goods, services and accommodation

Equal Opportunity Commission of VictoriaGender Identity

 

ABOUT THESE GUIDELINES

These guidelines explain how the Victorian Equal Opportunity Act prohibits unfair treatment and harassment based on gender identity. They focus on key areas of public life – employment, accommodation and the provision of goods and services – and outline relevant legal responsibilities. We have also included steps for preventing discrimination and harassment based on gender identity and Frequently Asked Questions to help you meet these legal responsibilities.

EVERYONE HAS THE RIGHT TO A FAIR GO

The right to a fair go (equal opportunity) is one of our community’s fundamental beliefs. In Victoria, the Equal Opportunity Act 1995 promotes recognition and acceptance of this right by making it unlawful to treat someone unfairly or harass them because of their:

  • age;
  • breastfeeding;
  • carer status;
  • disability;
  • gender identity*;
  • industrial activity;
  • lawful sexual activity;
  • marital status;
  • parental status;
  • physical features;
  • political belief or activity;
  • pregnancy;
  • race;
  • religious belief or activity;
  • sex;
  • sexual orientation; and
  • personal association with someone (such as a friend or relative) who has (or is assumed to have) one of these characteristics.

*only applies to discrimination or harassment based on gender identity which took place in Victoria on or after 9 October 2000.

Discrimination and harassment are unlawful in public life

In Victoria, discrimination and harassment are unlawful in:
  • accommodation;
  • clubs and club memberships;
  • education;
  • employment;
  • provision of goods and services;
  • disposal of land; and
  • sport.

GENDER IDENTITY

Gender identity means self identification as a person of the relevant gender. The Equal Opportunity Act acknowledges that a person’s identification as a member of a particular gender may be expressed by their style of dress, medical intervention or by other means, including a change of name. Medical intervention, in this sense, may include any relevant attention or treatment by a qualified medical practitioner, including hormone therapy, counselling and sex reassignment surgery.

What the law requires
The Victorian Equal Opportunity Act requires that you treat people fairly irrespective of their gender identity and do not harass them, when deciding whether you will hire them, how you treat them during their employment, who you dismiss or make redundant, when providing goods and services, accommodation, education, and in sport, clubs and club memberships.

Liability for unlawful discrimination and harassment
The Equal Opportunity Act makes it unlawful for an employer or provider of goods and services, education or accommodation to act in a discriminatory or harassing way. It also makes an employer legally responsible for employees’ discriminatory or harassing actions unless the employer can show it took reasonable precautions to prevent discrimination or harassment from happening. This legal responsibility is known as vicarious liability.

Reasonable precautions could mean having and implementing equal opportunity policies and procedures, including workplace policies and procedures for an employee’s “transition” from one gender to another, and ensuring equal opportunity training and regular updates for all staff and management. They could also include taking the steps described in these guidelines.

Transition
When a person changes their presentation to affirm their self-identified gender, the process is described as transition.

Making the change is known as transitioning.

Goods and services
You must treat all customers fairly, irrespective of their gender identity and provide them with goods and services just as you would anyone else. Goods and services can’t be refused to a person because of their gender identity. If your staff discriminate against or harass a customer on the basis of gender identity you could be vicariously liable as their employer (see above for details).

Accommodation
You must treat everyone fairly irrespective of their gender identity when offering or providing temporary (including emergency) or permanent accommodation. You cannot refuse someone accommodation because of their gender identity except when accommodation is restricted to a particular sex. Note, however, if a person seeks accommodation targeted to a particular sex and they identify as a member of that sex, you must not discriminate against them on the basis of their gender identity by not treating them as the sex they identify as.

WHO IS PROTECTED AGAINST GENDER IDENTITY DISCRIMINATION AND HARASSMENT?

As with any protected characteristic, the Equal Opportunity Act only recognises gender identity if it is bona fide. This means that a person is only protected if their identification is genuine rather than fraudulent or in bad faith.

If a person:

  • wants to live as a member of their self-identified gender (different from their gender as shown on any inconsistent documentation);
  • is in the process of transitioning into their self-identified gender;
  • has lived, or is currently living as a member of their self-identified gender;
  • is intersexual (born with anatomy or physiology different to current ideas of what constitutes “normal” male and female);
  • adopts the characteristics of the relevant gender in part of their life, for example, by “cross-dressing”;

they will be protected against unlawful discrimination and harassment based on their gender identity.

To be protected by the Equal Opportunity Act, a person doesn’t have to have had or be planning surgery, hormone therapy or other treatment. It doesn’t matter why they affirm a particular gender identity or what they call themself. It doesn’t matter what their previous gender (as shown on their original identifying documentation) was. What is important is the person’s identification as a member of the relevant gender.

EXCEPTIONS

There are a number of common sense exceptions in the Equal Opportunity Act that are designed to allow employers to meet their critical service delivery needs. These include setting reasonable standards of dress and appearance according to the nature and circumstances of employment. Ask for our Dress and Appearance Standards for more information. Specific exceptions to the protection against unfair treatment and harassment based on gender identity also apply to employment and sport. They are described below.

Employment Generally, you cannot treat someone unfairly or harass them because of their gender identity when deciding who to hire, terms and conditions of employment, promotion and transfer opportunities, leave entitlements, who to make redundant or dismiss and when making exiting arrangements, including the provision of references. See the Frequently Asked Questions for information about what you can tell a prospective employer.

Adequate notice The law recognises that you may need time to accommodate an employee’s transition and ensure a discrimination and harassment free workplace. You are entitled to “adequate notice” to facilitate this. If you don’t receive adequate notice of an employee’s intention to transition, discrimination may be lawful in some circumstances.

Adequate notice might include time for you to seek expert advice, talk to your employee about their requirements for transitioning in the workplace, develop appropriate policies and procedures and arrange training and other activities necessary to ensure their transition occurs in a discrimination and harassment free workplace.

Adequate notice is a question of fact that would be considered by the Equal Opportunity Commission if a complaint of gender identity discrimination or harassment were made.

When notice of gender identity is relevant An employee need only give you notice if they intend to transition in the workplace. They don’t need to tell you if they have already transitioned or their current gender identity and the gender shown on any identifying documentation are different.

Obligation to protect employees’ privacy Breach of an employee’s privacy on the basis of their gender identity may be discrimination. If you or any other member of staff or management discovered an employee’s previous gender and “outed” them in the workplace, any unfair treatment or harassment that resulted would be unlawful and they could lodge a complaint of gender identity discrimination or harassment against their employer and anyone else involved, with the Equal Opportunity Commission.

“Outing” could also be a breach of their contract of employment, in particular, their right to quiet enjoyment of the workplace.

Accommodating your employee’s gender identity If you can’t reasonably accommodate a transitioning employee, it may be open to you to discriminate against them even if they have given you adequate notice of their gender identity.

What is reasonable is a question of fact; the Equal Opportunity Commission will take into account:

  • the cost of not discriminating;
  • the feasibility of not discriminating;
  • the financial impact of not discriminating;
  • your financial circumstances;
  • the impact of the proposed discrimination on the employee;
  • any other relevant factors.

Cost and financial impact Cost and financial impact considerations would include the expense of educating and training staff; developing and implementing appropriate equal opportunity policies and seeking professional advice. These activities would not ordinarily create significant costs, particularly if your workplace already has equal opportunity policies and procedures.

Feasibility Feasibility may be relevant when the employee’s post-transition gender prevents them from performing the genuine occupational requirements of their job and it is beyond your resources to accommodate their post-transition gender, for example, by restructuring the workplace or offering alternative duties. This is most likely to impact on a small business with a small workforce. For example, sex could be a genuine requirement of employment in a shop that provides brassiere fitting services to women.

Weighing up the factors Note that these factors must be weighed against the effect of the proposed discrimination on the employee.

PREVENTING DISCRIMINATION AND HARASSMENT

By following these steps and getting professional advice you should be able to prevent workplace discrimination and harassment based on gender identity.

Step 1 If an employee approaches you regarding their gender identity, we recommend you seek professional advice about how best to accommodate them.

Step 2 Talk to the employee about their needs and preferred arrangements for transitioning. Issues to discuss include:

  • who needs to be told and how their gender identity will be communicated;
  • when the change will commence in the workplace;
  • whether they will be taking leave (which may be preferable to facilitate acceptance);
  • whether they will be available to discuss their gender identity with colleagues;
  • how information about their gender identity will be provided.

It’s important that you don’t try and persuade them to change their mind. Deciding to transition in the workplace will have been a difficult step to take. Express your support and make it clear to them that you will do everything reasonably possible to ensure a safe and supportive work environment. Remember, the law requires you to take reasonable precautions to ensure that the workplace is discrimination and harassment free.

Step 3 If you don’t already have them in place, prepare appropriate policies and procedures and incorporate these into your workplace equal opportunity policy. You may find our EO Works guidelines for employers useful. They include information about equal opportunity law, action planning, best practice and sample policies and procedures. Contact us for more information. Your policies and procedures should at least take into account the factors listed in step 2.

Step 4 As agreed in step 2, notify staff and management of the employee’s intention to transition. Express support for the employee and affirm the need for all staff and management to treat them with respect at all times. Let staff and management know where to find the workplace equal opportunity policy and caution everyone against discriminatory and harassing behaviour.

You will also need to provide the following information:

  • the date the employee’s transition will take effect in the workplace;
  • how they are to be addressed – appropriate use of pronouns (he and she) and change of name; and
  • that the employee will have access to appropriate facilities (including toilets).

Facilitate acceptance of the employee’s gender identity by providing appropriate education. This might include information about the different processes for transitioning and its significance (including the fact that it is not sexually motivated), the need for time off and the importance of avoiding assumptions. Nominate an appropriate staff member as a contact person for queries.

Step 5 Review the situation with the employee after they have transitioned. Your Human Resources Department should monitor workplace behaviour periodically to ensure ongoing compliance with policy.

FREQUENTLY ASKED QUESTIONS

Do I have to recognise an employee’s post-transition gender?
Yes. Treat them fairly (i.e. not less favourably because of gender identity). This means treating them as the gender they regard themselves to be. You may find it useful to get professional advice. Contact us for a referral to an organisation that can assist.

Which toilet and other segregated facilities may such an employee use?
Normally they may use the facilities appropriate to their gender identification. If other staff have any concerns they should have the opportunity to discuss these with an appropriate member of staff or management.

Do I have to change employment records to reflect an employee’s self-identified gender?
Yes. If you refuse to change records it may be discriminatory.

May I ask an employee for identification?
Only if you also ask other employees. It’s not generally appropriate to ask about gender identity. You should treat an employee appropriately according to the gender in which they present, unless one of the Equal Opportunity Act’s limited exceptions applies. If an employee’s identification shows a gender different from that in which they present, take care to act sensitively and only ask any questions that are necessary, for example, to confirm they are the same person shown in the identification.

Can I tell a prospective employer about a former employee’s gender identity?
No. References should only provide information about work performance or confirm that a person was employed by your organisation.

I run a lingerie store. It’s quite common for men to try on women’s underwear for their sexual gratification. Would this behaviour be protected by the Equal Opportunity Act?
No. Simply masquerading as a woman is not the same as identifying as a woman. Such behaviour does not fall within the Equal Opportunity Act’s definition of gender identity.

What if a pre-employment medical check-up indicates that someone is transitioning or has already transitioned?
Pre-employment medical checks should be non-discriminatory. For more information, ask for our Pre-Employment Medical Testing Guidelines. We have produced separate guidelines for employers and doctors. If gender is part of the genuine requirements of the job, a transitioning employee will need to tell the doctor about any relevant therapy and that they are transitioning. They would not need to tell the doctor if they have already transitioned. If the doctor or anyone else uses the information provided in a discriminatory way, the employee may be able to lodge a complaint under the Equal Opportunity Act against the doctor and anyone else involved.

What about other employment-related medical testing?
Employee medical testing must be performed in a non-discriminatory and confidential way. Medical testing must only relate to the genuine requirements of the job.

May I target a position on the basis of gender identity?
You may seek an exemption under the Equal Opportunity Act to target a position on the basis of gender identity. You will need to demonstrate that doing so is consistent with the beneficial principles of the Equal Opportunity Act.

I am a school principal. A teacher has informed me that they intend to transition. I’m concerned about the effect this might have on the students. Can they be excluded from working with children because of their gender identity?
No, generally speaking. However, you may require adequate notice to allow time to consult with the teacher and make arrangements regarding their teaching responsibilities and what the children are told. The Equal Opportunity Act also contains an exception which allows an employer to discriminate where the care of children is involved if the employer genuinely believes discrimination is necessary to protect the physical, psychological or emotional well-being of the children, but only if there is a rational basis for that belief. The test for whether or not a belief is rational is objective.

What about superannuation and life insurance?
Specific exceptions apply to superannuation and life insurance. Contact us for more information.

Do I have to give an employee time off work to attend medical appointments related to their gender identity?
You should provide time off to your employee in the same way as for all other employees.

Do I have to put a patient in the hospital ward of their self-identified gender?
Yes, where it is available. A hospital is a provider of goods and services and is covered by the Equal Opportunity Act.

However, there are some exceptions that may apply. The answer may depend on your circumstances. Contact us for advice.

NEED TO KNOW MORE?

The Equal Opportunity Commission monitors equal opportunity and human rights issues and works to eliminate unlawful discrimination and harassment in Victoria. It does this by:
  • providing free and confidential telephone advice on equal opportunity rights and responsibilities;
  • helping to resolve complaints made under the Victorian Equal Opportunity Act;
  • providing training and running public education campaigns;
  • producing a range of publications; and
  • conducting research and providing legal and policy advice.


Contact us
Equal Opportunity Commission
Level 3, 380 Lonsdale Street
MELBOURNE VIC 3000

Advice: (03) 9281 7100 or toll free 1800 134 142 (country callers)
General enquiries: (03) 9281 7111
TTY: (03) 9281 7110
Training and information: (03) 9281 7142
Publications: (03) 9281 7151
Fax: (03) 9281 7171

Email: eoc@vicnet.net.au
Website: www.eoc.vic.gov.au

Other assistance
Ask us for a referral to other organisations that may be able to assist you.

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Last modified: 28 January 2003

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Copyright © 2003 Marcus Patterson
a GuyFaulk Publication for Men's Australian Network All Rights reserved