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Súdny dvor Európskej únie·19.4.1994

C-399/92

ECLI:EU:C:1994:156

Súd
Súdny dvor Európskej únie
IČS
61992CC0399

HELMIG A N D OTHERS

OPINION OF ADVOCATE GENERAL DARMON delivered on 19 April 1994 *

Mr President, ment provides that hours worked in excess Members of the Court, of the ordinary working week of full-time workers (38.5 hours in the case of the BAT 2 ) are to be paid at between 15 and 2 5 % more than the hourly rate. 3

1. Bearing in mind that the majority of part- time employees are women, does Article 119 of die EEC Treaty require that time worked by them in excess of the contractual working hours be paid at the same rate as those worked by full-time employees in excess of the working week fixed by collec- tive agreement?

4. The employee claims that she is entitled to that higher rate for all the hours worked beyond the contractual working hours but short of the normal working week and, faced with the employer's refusal to pay at that 2. That is the principal question referred to rate, challenges that decision which is con- the Court by five German courts in nearly trary, she claims, to Article 119 of the Treaty identical cases, the main features of which I and Council Directive 75/117/EEC of shall briefly describe. 10 February 1975 on the approximation of the laws of the Member States relating to the application of the principle of equal pay for men and women * (which I shall refer to as 'the directive').

3. A part-time employee ' works hours in excess of the contractual working week. The 2 — The collective agreement for federal employees (Bundesan- gestelltentarifvertrag). employer pays them at the same rate as ordi- 3 — See Articles 15(1), 17(1) and 35(1), second sentence, (a), of nary hours of work. The collective agree- the BAT, applicable in Cases C-399/92, C-425/92 and C-78/93. The collective agreement relating to private health insurance scheme employees (Ersatzkassentarifvertrag), applicable in Case C-409/92, the collective agreement for employees covered by the miners' insurance fund (Knappschaftsangestelltentarifvertrag), applicable in Case * Original language: French. C-34/93 and the collective agreement applicable to employ- ees in the industrial cleaning sector (Rahmentarifvertrag für 1 — 19.5 hours a week in Case C-399/92, 23.75 hours in Case die gewerblichen Arbeitnehmer im Gebäudereinigerhand- C-409/92, 30 hours in Case C-425/92, not given in Case werk), applicable in Case C-50/93, contain equivalent provi- C-34/93, 3.75 hours % 6 days a week in Case C-50/93, 21 sions. hours a week, and subsequently three-quarters of the normal working week, in Case C-78/93. 4 — OJ 1975 L 45, p. 19.

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OPINION OF MR DARMON — JOINED CASES C-399/92, C-409/92, C-425/92, C-34/93, C-50/93 AND C-78/93

5. The questions which have been referred 6. Let us examine the first question. relate essentially to the following three points: 5

7. Four preliminary remarks are called for.

(1) Is there indirect discrimination of the kind prohibited by Article 119 of the Treaty and the directive where a collec- tive agreement provides for overtime supplements only for overtime worked in excess of the normal full-time work- ing hours, with no supplement for over- 8. In the first place, the discussion which time worked by part-time employees — follows applies both to Article 119 of the w h o are primarily women — short of Treaty and to Article 1 of the directive that threshold? implementing it.

(2) If so, is such discrimination justified on 9. Secondly, in accordance with the consis- objective grounds unrelated to discrim- tent case-law of the Court and Article 4 of ination on the grounds of sex in view of the directive, as regards pay collective agree- the fact that for full-time employees (i) ments must observe the same prohibition on the burden is greater and (ii) leisure- discrimination based on sex as that which time is restricted? applies to legislation and other provisions. 6

10. Thirdly, it is not disputed that most part- (3) If part-time employees are entitled to a time employees are women and that discrim- supplement for each hour worked over ination affecting the former indirecdy dam- the contractual hours, how should that ages the latter. supplement be calculated?

6 — Case C-33/89 Kowabka [1990] ECR1-2591, paragraphs 5 — Only the first question was referred in Cases C-409/92 and 12 and 18; Case C-l 84/89 Nimz [1991] ECR 1-297, para- C-50/93. Only the two first questions were referred in Cases graph 11; and Case C-127/92 Enderby [1993] ECR 1-5535, C-425/92 ano! C-78/93. paragraph 21.

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HELMIG A N D OTHERS

11. Finally, it is agreed that overtime supple- incompatible with the principle of equal ments constitute pay for the purposes of the treatment unless it is shown that it may be first paragraph of Article 119, which must explained by "factors objectively justified not be interpreted restrictively. 7 and unconnected with discrimination based on sex"'. u

14. O n each occasion, before even inquiring 12. That article lays down the principle of into the possibility of justification, the Court equal pay for men and women 'for equal considered it necessary to determine whether work'. Care is taken to state in the third there was unequal treatment between full- paragraph, under (b), that equal pay means time workers and part-time workers or a sit- 'that pay for work at time rates shall be the uation which worked to the disadvantage of same for the same job'. 8 Article 1 of the the latter. directive provides that the principle of equal pay '... means, for the same work or f 'or work to which equal value is attributed, the elimi- nation of all discrimination on grounds of sex with regard to all aspects and conditions of remuneration'. 9

15. That may be so where, in identical working conditions, part-time employees are paid at an hourly rate lower than that accorded to full-time workers. 1 2

13. It was precisely with regard to legislation or provisions contained in collective agree- ments concerning part-time work that the Court has developed the case-law on indirect 16. It is the same where such employees are discrimination: 10 '... once a disadvantage excluded from occupational pension resulting from the application of criteria not schemes u or deprived of pay when sick 14 or based on sex concerns a considerably larger of the right to a temporary allowance on ces- number of women than men, that situation is sation of the employment relationship. 15

7 — Case C-262/88 Barber [1990] ECR 1-1889, paragraph 12, and, most recently, Case C-l 73/91 Commission v Belgium 11 — Ibidem. [1993] ECR 1-673, paragraph 13. 12 — Case 96/80 Jenkins [1981] ECR 911, paragraph 10 et seq. 8 — My emphasis. 13 — Case 170/84 Bilka [1986] ECR 1607, paragraph 27. 9 — My emphasis. 14 — Case 171/88 Rinner-Kühn [1989] ECR 2743, paragraphs 10 — See Darmon and Huglo: L'égalité de traitement entre Us 10 to 12. hommes et les femmes dans la jurisprudence de la Cour de 15 — Kowalska (cited in footnote 6), paragraph 13. In the two justice des Communautés européennes: un univers en expan- last-mentioned cases the contested rule was applied by the sion, RTDE 1992, p. 1, 14. BAT.

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OPINION OF MR DARMON — JOINED CASES C-399/92, C-409/92, C-425/92, C-34/93, C-50/93 AND C-78/93

17. There is also discrimination where the supplements to be paid only where the qualifying period for moving to a higher sal- weekly working time fixed by the collective ary grade is doubled for part-time employ- agreement for full-time workers is exceeded? ees 16 or when the rules on compensation Are part-time employees treated differently relating to training courses followed by part- to the latter? time employees who are staff representatives are less favourable than those applicable to full-time employees. I 7

21. It will be noted that such a provision is 18. Lastly, there is unequal treatment when not discriminatory per se: it applies without an insured person who has become unable to distinction to all employees, whether full- work is entided to a minimum subsistence time or part-time, once the hours worked in allowance on conditions which are less a week exceed the number fixed by the col- favourable solely because she was previously lective agreement. employed part-time. 1 8

19. The Court stated the following rule in Bilka:19 there is unequal treatment whenever the total rémunération paid to full-time 22. It will also be noted that both full-time workers ¿5 higher, hour for hour than that and part-time employees are then subject to paid to part-time workers. the same demands: a greater physical effort and a reduction of their leisure-time, which are compensated for by the overtime supple- ment on identical terms, regardless of the working hours provided for in the individual contracts.

20. What about the provision in a collective agreement which provides for overtime

16 — Nimz (cited in footnote 6), paragraph 12. 17 — Case C-360/90 Bötel [1992] ECR 1-3589, paragraph 17. 18 — Case C-102/88 Ruzius-Wilbrink [1989] ECR 4311, para- graph 13. 19 — Cited in footnote 13, paragraph 27. See also Rinner-Kükn, 23. In that situation, therefore, the same paragraph 10, Kowalska, paragraphs 13, 19 and 20, and Bötet, paragraphs 16 and 17. work, of equal value, is paid in the same

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HELMIG A N D OTHERS

fashion, regardless of whether it is performed full-time workers but also to part-time by a full-time or by a part-time employee. 20 workers whose contractual hours are more than five.

24. In addition, the conditions for obtaining 27. That view is puzzling. the supplement — the 'threshold' above which the supplement is payable — are fixed objectively by the collective agreement and do not depend on the terms of the individual contracts of employment.

28. The purpose of the overtime supplement is to recompense the extra effort contributed by the employee and to dissuade employers from making staff work longer hours than those fixed by the collective agreement, so 25. And that is precisely the point on which that a priori it would seem to have little rel- the argument adopted by the applicants in evance to part-time work. the main proceedings encounters difficulty.

29. The applicants in the main proceedings go further: for the uniform criterion of the 26. To claim that exceeding the contractual weekly working hours fixed by statute or by hours of a part-time employee must system- collective agreement they seek to substitute a atically bring entitlement to the supplement fluctuating one which would vary with the is equivalent to saying that the employee contractual hours and which, on the pretext whose contract stipulates that she must work of removing an assumed inequality of treat- five hours is entitled to the supplement from ment, would in fact give rise to a real ine- the sixth hour onwards. Yet that hour is to quality because, for the same number of be paid without a supplement not only to hours worked, some workers would be paid the supplement, and others not.

20 — See paragraphs 13 and 14 of the judgment in Case 237/85 Rummler [1986] ECR2101. That premiss is not affected by the example given by P. Schüren in Der An- spruch Teuzeitbescbäftigter auf Überstundenzuschläge, RdA 1990, pp. 18 and 19. That is because 48 hours' work costs the employer more if performed by a full-time worker (who will receive an overtime supplement) than when per- formed by two part-time employees neither of whom will work more than the standard working week. Does it not 30. In the collective agreements at issue in show here that the purpose of the rules, which is to make these cases the part-time employees are sub- overtime more costly, is well achieved, in addition to encouraging part-rime work? ject to the same rules as others, but in pro-

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OPINION OF MR DARMON — JOINED CASES C-399/92, C-409/92, C-425/92, C-34/93, C-50/93 AND C-78/93

portion to their working hours. I consider 34. The discussion of the second question is that to be 'the only valid point of reference', thus a subsidiary matter, relevant only if the to quote Kowalska. 2I Court replies to the first question in the affirmative.

35. Is the exclusion by a collective agree- 31. There would be unequal treatment con- ment of part-time employees from any kind ferring an advantage on part-time employees, of overtime supplement justified by objective however, of a significance inversely propor- factors unrelated to considerations based on tional to the length of their contractual grounds of sex? working hours if the supplements were pay- able as soon as those hours were exceeded.

36. The Court has held that

32. As the United Kingdom rightly points out, the effect of that approach would be to dissuade employers from taking on part-time employees whose pay for the same number 'It is for the national court, which has sole of hours worked would be more cosdy for jurisdiction to assess the facts and interpret the undertaking which finds it necessary to the national legislation, to determine whether have recourse to overtime. 22 and to what extent a legislative provision, which, though applying independently of the sex of the worker, actually affects a greater number of women than men, is justified by reasons which are objective and unrelated to any discrimination on grounds of sex'. 23

33. I conclude that Article 119 of the Treaty does not prevent collective agreements from providing for overtime supplements to be payable only where the weekly working 37. For that purpose, the Court has stated hours laid down by them are exceeded. the following criteria for the guidance of the national courts: the measures chosen must

21 — Paragraph 20. 22 — Paragraph 3.7 of its Observations. 23 — Rinner-Kühn, cited above, paragraph 15.

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HELMIG A N D OTHERS

correspond to a real need on the part of the 40. As regards the argument concerning the undertaking, be appropriate to achieve the educational commitments of the applicants objectives pursued and necessary to that in the main proceedings, I would make just end. 24 one observation.

41. The Court stated in Bilka that:

38. In Rammler25 the Court stated that the directive did not prohibit 'the use, in a job classification system for the purpose of 'Article 119 does not have the effect of determining rates of pay, of the criterion of requiring an employer to organize its occu- muscle demand or muscular effort or that of pational pension scheme in such a manner as the heaviness of the work if, in view of the to take into account the particular difficulties nature of the tasks involved, the work to be faced by persons with family responsibilities performed does require the use of a certain in meeting the conditions for entidement to degree of physical strength, so long as the such a pension'. 27 system as a whole, by taking into account other criteria, precludes any discrimination on grounds of sex'. 26

42. In this case, to take such factors into account would have the effect of conferring an advantage on part-time employees com- pared with full-time employees who may, however, have the same family commit- ments.

39. Similarly, the additional fatigue and the reduction in leisure-time caused by working overtime in addition to the ordinary working week constitute objective reasons which may justify the exclusion by a collective agree- 43. I conclude therefore that the additional ment of part-time employees from supple- physical effort and the restriction on the use ments where the overtime they work does of free time entailed in working overtime not exceed those hours. constitute objective reasons to be appraised by the national courts, which may justify a

24 — Bilka, cited above, paragraph 36. 25 — Cited in footnote 20. 26 — Paragraph 17. 27 — Paragraph 43.

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OPINION OF MR DARMON — JOINED CASES C-399/92, C-409/92, C-425/92, C-34/93, C-50/93 AND C-78/93

difference in treatment as between part-time 'in a case of indirect discrimination the mem- and full-time employees. bers of the class of persons placed at a disad- vantage are entitled to have the same scheme applied to them as that applied to other workers, on a basis proportional to their working time'. 29

44. In the light of that result my treatment of the third question may be even more brief.

That rule should apply regardless of whether the discriminatory provision is a statutory one or one contained in a collective agree- ment. 30

45. If part-time employees may claim enti- tlement to overtime supplements as soon as they exceed the working hours provided for by their contract, h o w is such a supplement to be calculated? May they claim the full amount of the supplement provided for in 48. O n e last observation. If the Court con- the collective agreement for full-time siders that these instances reveal discrimina- employees or only a percentage thereof? tion of the kind prohibited by Article 119, it is my view that the effects of the judgment in time need not be restricted.

46. If the Court considers that in such a case supplements are payable, they can only be proportional to the number of hours 49. In my Opinion in Nimz, cited above, I worked. said that 'the direct effect of Anicie 119 of the E E C Treaty has been acknowledged in Community law since 1976. The social part- ners are therefore not exempt from taking into account the requirements of that provi- sion when they negotiate collective agree- ments'. 31 47. That follows from the statement of the Court in Kowalska, citing the judgment in Rttzitts-Wilbrink,2S that: 29 — Paragraph 19. 30 — Ibidem. See also paragraphs 19 and 20 of Nimz, cited above. 31 — Paragraph 21 of the Opinion ([1991] ECR1-312). See also paragraph 24 of my Opinion in K&walska ([1990] ECR 28 — Cited in footnote 18. 1-2605).

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HELMIG AND OTHERS

50. It will be noted that in Kowalska and collective agreement, it did not restrict the Nimz, in which the Court found indirect effects of the decision ratione temporis. discrimination in a provision contained in a

51. I therefore propose that the Court rule as follows:

— Article 119 of the EEC Treaty and Council Directive 75/117/EEC of 10 Feb- ruary 1975 on the approximation of the laws of the Member States relating to the application of the principle of equal pay for men and women do not pro- hibit a collective agreement from providing for the payment of overtime sup- plements only where the normal working week fixed for full-time employees is exceeded;

— alternatively, the extra physical effort and the loss of free time entailed in working overtime constitute objective reasons unrelated to discrimination based on sex which may justify different treatment as between full-time and part-time employees, that assessment being a matter for the national courts;

— in the further alternative, the overtime supplement payable to part-time employees who work more than the contractual hours but less than the nor- mal working week fixed by the collective agreement must be reduced propor- tionately to the number of hours actually worked.

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