C-32/93
ECLI:EU:C:1994:215
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WEBB v EMO AIR CARGO
OPINION OF ADVOCATE GENERAL TESAURO delivered on 1 June 1994 *
Mr President, 2. A summary of the relevant Community Members of the Court, and national legislation is necessary in order to understand the terms of the question.
According to Article 2(1) of the directive, 'the principle of equal treatment shall mean 1. The question referred to the Court by the that there shall be no discrimination whatso- House of Lords for a preliminary ruling ever on grounds of sex either directly or concerns the interpretation of certain provi- indirectly by reference in particular to mari- sions of Council Directive 76/207/EEC of 9 tal or family status'. Article 5(1) provides February 1976 on the implementation of the that 'application of the principle of equal principle of equal treatment for men and treatment with regard to working conditions, women as regards access to employment, including the conditions governing dismissal, vocational training and promodon, and means that men and women are to be guar- working conditions. ' anteed the same conditions without discrim- ination on grounds of sex'. Finally, Arti- cle 2(3) states that the directive 'shall be without prejudice to provisions concerning the protection of women, particularly as regards pregnancy and maternity'.
The national court seeks in particular to establish whether the principle of equal treatment for men and women, as expounded Still on the subject of conditions relating to in the directive, precludes the dismissal of a dismissal, mention should be made of Arti- pregnant woman who has been recruited on cle 10 of Council Directive 92/85/EEC the basis of a contract for an indeterminate of 19 October 1992 on the introduction of period but for the specific purpose — ini- measures to encourage improvements in the tially — of replacing another female safety and health at work of pregnant work- employee during the latter's maternity leave. ers and workers who have recently given birth or are breastfeeding. 2 That article
* Original language: Italian. 1 — OJ 1976 L 39, p. 40. 2 — OJ 1992 L 348, p. 1.
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prohibits the dismissal of female workers The Act also prohibits indirect discrimina- 'during the period from the beginning of tion, which consists in applying to a woman their pregnancy to the end of the maternity a requirement or condition which, although leave ..., save in exceptional cases not con- applying equally to a man, is to the woman's nected with their condition which are per- detriment or is in any event more difficult mitted under national legislation and/or for her to comply with (Section 1(b)). Sec- practice and, where applicable, provided that tion 2 of the Act states that the provisions the competent authority has given its con- relating to sex discrimination against women sent'. However, that directive has not yet are to be read as applying equally to the entered into force; its transposition into treatment of men, except with regard to the national law is to be accomplished special treatment afforded to women in con- by 19 October 1994. nection with pregnancy or childbirth. Sec- tion 5(3) is of particular interest inasmuch as it provides that a comparison of the cases of persons of different sex or marital status 'must be such that the relevant circumstances in the one case are the same, or not materi- ally different, in the other'. Lastly, for the purposes of the present case, Section 6(2) of the Act states that it is unlawful for an employer to discriminate against a woman employed by him by dismissing her or sub- jecting her to any other detriment. 3. With regard to the relevant national legis- lation, the Employment Protection (Consol- idation) Act 1978 prohibits unfair dismissal (Section 54) and dismissal on the ground of pregnancy is considered unfair (Section 60). However, those provisions do not apply when, as in the case under consideration, dis- missal takes place during the initial two years of the employment relationship (Section 64).
4. I now turn to the facts of the case. By let- ter of 26 June 1987, E M O Air Cargo (UK) Ltd (hereinafter 'EMO') engaged Mrs Webb as an import operations clerk, subject to a probationary period of three months. At her interview Mrs Webb was told that the job was available because another import opera- tions clerk, Mrs Stewart, was pregnant. In order to be capable of replacing Mrs Stewart, The Sex Discrimination Act 1975 also who intended to go on working until the end defines and prohibits, as constituting direct of the year and to return to her job after discrimination on grounds of sex, the situa- maternity leave, Mrs Webb needed to tion in which a woman is accorded, on undergo training for a period of six months: account of her sex, less favourable treatment she therefore started work on 1 July 1987. than that accorded to a man (Section 1(a)). Let me make it quite clear at this point that,
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as the Industriai Tribunal's reconstruction of he had requested leave of absence during the the facts plainly reveals, Mrs Stewart's return period in question. would by no means have entailed the dis- missal of Mrs Webb, a fact which confirms that the latter's contract was for an indeter- minate period.
Mrs Webb's subsequent appeals, first to the Employment Appeal Tribunal and then to the Court of Appeal, were both unsuccess- ful. She finally appealed to the House of Lords which decided that it would be appro- Two weeks after starting work, Mrs Webb priate to seek a preliminary ruling from the realized that she too was pregnant, a state of Court on the following question: affairs which led the managing director of E M O to tell her that he had no choice but to dismiss her. O n 30 July 1987 Mrs Webb accordingly received a letter which, after reminding her that the position she held had become vacant on account of the pregnancy of another employee, stated: 'Since you have only now told me that you are also pregnant 'Is it discrimination on grounds of sex con- I have no alternative other than to terminate trary to Council Directive 76/207/EEC for your employment with our company.' an employer to dismiss a female employee ("the appellant")
(a) whom he engaged for the specific pur- 5. The Industrial Tribunal, before which pose of replacing (after training) another Mrs Webb brought proceedings contesting female employee during the latter's forth- her dismissal, dismissed her claim that she coming maternity leave, had been the victim of direct discrimination on grounds of sex, holding instead that the real reason for her dismissal had been the fact that it would have been impossible for her to carry out the primary task for which she had been recruited, namely to replace (b) when, very shortly after appointment, the Mrs Stewart during the latter's absence on employer discovers that the appellant her- maternity leave. The national court reached self will be absent on maternity leave dur- that conclusion on the ground that a male ing the maternity leave of the other employee, engaged for the purpose of replac- employee, and the employer dismisses her ing a female employee during the latter's because he needs the job holder to be at pregnancy, would also have been dismissed if work during that period,
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(c) had the employer known of the preg- In view of the fact that the national court nancy of the appellant at the date of seeks the interpretation of a directive which appointment, she would not have been has already been transposed into national appointed, and law, the answer may be of assistance to it for the purposes of interpreting and applying the relevant provisions of the Sex Discrimination Act 1975. Moreover, the House of Lords itself stated in the order for reference that 'it is for a United Kingdom court to construe (d)the employer would similarly have dis- domestic legislation in any field covered by a missed a male employee engaged for this Community directive so as to accord with purpose who required leave of absence at the interpretation of the directive as laid the relevant time for medical or other rea- down by the Court of Justice of the Euro- sons?' pean Communities'.
6. Before we turn to the substance of that question, some attention should be given to the issue, raised on several occasions in the course of the proceedings, of the applicabil- 7. That said, the first question which arises ity of the directive to the case under consid- is whether dismissal in a case such as this eration, bearing in mind that the dispute is constitutes direct discrimination on grounds between two persons governed by private of sex within the meaning of the directive. law and the Court has not so far held that For that purpose it must be ascertained directives have horizontal direct effect. whether the material reason for the dismissal applies without distinction to workers of both sexes or whether, on the contrary, it applies only to one of the sexes.
In that connection, the first point to note is that in applying national law, regardless of whether the provisions in question were adopted before or after the directive, 'the national court called upon to interpret it is required to do so, as far as possible, in the It is quite clear that termination of an light of the wording and the purpose of the employment contract on the ground of preg- directive in order to achieve the result pur- nancy applies only to women and therefore sued by the latter and thereby comply with constitutes direct discrimination on grounds the third paragraph of Article 189 of the of sex. The Court has already had occasion Treaty'. 3 to give a ruling to that effect, both in 'Dek- ker' 4 with respect to the refusal to appoint a
3 — Judgment ¡n Case C-106/89 Marleasing [1990] ECR 1-4135, at paragraph 8. 4 — Case C-177/8S Dekker [1990] ECR 1-3941.
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pregnant woman, and in Hertz 5 with respect directive, inasmuch as it constitutes — at to the dismissal of a pregnant woman. In least in principle — direct discrimination on connection with the latter situation, which grounds of sex. 7 corresponds to the present case, the Court stated that 'the dismissal of a female worker on account of pregnancy constitutes direct discrimination on grounds of sex, as ... [does] ... a refusal to appoint a pregnant woman'. 6 9. However, the national court points out that in the present case, unlike the Dekker case, the unequal treatment is not directly based on the female employee's pregnancy but is the result of her inability to carry out, during a particular period, the task for which she had specifically been engaged. In other 8. The view that a refusal to appoint and/or words, Mrs Webb was not dismissed because a decision to dismiss on the ground of preg- of her pregnancy but because her condition nancy can relate only to women, thus consti- would have prevented her from working tuting direct discrimination on grounds of during the period in which she should have sex, implies — obviously — that substantive replaced Mrs Stewart. equality between men and women as regards employment precludes any consideration, either when taking up employment or during the employment relationship, of a factor which — by definition — only affects women. It follows, therefore, from the rea- soning underlying the judgments in Dekker and Hertz — and how could it be otherwise It is, indeed, difficult to separate and to dis- — that the directive must be construed so as tinguish pregnancy from inability to work to achieve substantive equality, and not mere for a specific length of time which coincides formal equality which would constitute the moreover with the duration of maternity very denial of the concept of equality. leave. In such cases, absence from work is in fact determined by the pregnancy, that is to say, by a condition which only affects women. While it may be true that the woman in question was engaged for the pur- pose of replacing for a short time another employee during the latter's maternity leave, the fact remains that she was engaged on the basis of a contract for an indefinite period Consequently, the dismissal of a female and therefore her inability to carry out the employee for the sole reason that she is preg- nant is contrary to Article 5(1) of the
7 — From this perspective, Article 10 of Directive 92/85/EEC, cited above, which prohibits the dismissal of female workers during the period from the beginning of their pregnancy to 5 — Case C-179/88 Handels- og Kontorfunktionærernes Forbund the end of maternity leave, save in exceptional cases not con- i Danmark, Hertz [1990] ECR 1-3979. nected with their condition, merely confirms the interpreta- 6 — See the judgment in Hertz, cited above, at paragraph 13. tion of Article 5(1) set out here.
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task for which she was engaged affects only a 11. In my view, the circumstances of the limited period in relation to the total length present case call with even greater justifica- of the contract. tion for a similar conclusion, in view of the fact that the termination of the employment relationship is not connected with a statu- tory prohibition, as in the case just men- tioned, but was occasioned simply by the employer's concern to avoid possible finan- cial 9 or in any event organizational burdens arising from the need to engage an employee 10. The Court's recent judgment in to perform — on a temporary basis — the Habermann-Beltermann 8 is of considerable tasks which the female employee who was significance with regard to the point at issue. subsequently dismissed had been recruited to In that case, the Court was asked to rule on carry out. It follows that the dismissal of the the lawfulness of the termination of an employee in question owing to the fact that, employment relationship — whether by because of her pregnancy, she would not annulment or avoidance of the contract — in have been able to fulfil one of the (express or circumstances in which the unequal treat- implied) terms of the relevant contract — an ment was not based directly on the woman's inability which is, however, temporary in pregnancy but was the result of the prohibi- relation to the duration of the contract — tion on night-time work during pregnancy, must therefore be considered incompatible laid down by Article 2(3) of the aforemen- with the principle of equal treatment, as laid tioned directive. down in the directive.
The Court established that in the circum- stances the questions submitted for a ruling related to a contract without a fixed term in relation to which, consequently, the prohibi- From that point of view it is of no signifi- tion on night-time work by pregnant women cance whatever, even though the national could take effect only for a limited period, court lays emphasis on it in the question and concluded that 'the termination of a submitted, that the employer would not have contract without a fixed term on account of recruited the person in question if he had the woman's pregnancy ... cannot be justified been aware of her pregnancy. In that connec- on the ground that a statutory prohibition, tion, suffice it to say that the dismissal imposed because of pregnancy, temporarily prevents the employee from performing night-time work' (paragraph 25), that is to 9 — In the present case, moreover, it seems that the employer say, the work for which she had been specif- would not have to shoulder special financial burdens since the relevant national legislation makes entitlement to allow- ically engaged. ances during maternity leave subject to a series of conditions which Mrs Webb did not satisfy. In any event, however, it scarcely needs reiterating that, as expressly stated by the Court in Dekker, discrimination cannot be justified by the financial loss which an employer who appointed a pregnant woman would suffer for the duration of her pregnancy 8 — Case C-421/92 Habermann-Beltermann [1994] ECR 1-1657. (paragraph 12).
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cannot in any case be considered lawful the same situation. That line of reasoning when the appellant herself, as the order for presupposes, however, that the circumstances reference reveals clearly enough, was not of a pregnant woman are comparable to 10 aware of her condition. That is the corol those of a male employee who is unable, for lary, although only implicitly, of the judg medical or other reasons, to work during a ment in Habermann-Beltermann, in which given period. the Court had been called upon to take that factor into account for the purposes of its ruling.
13. That possibility is expressly contem plated in the question submitted by the 12. It has been argued, however, that in the national court. What is more, it is clear from present case the question of unequal treat the order for reference that the problem has ment does not even arise, inasmuch as the been raised in precisely those terms by the employer would also have dismissed a male various national courts who have had occa employee who had asked for leave of sion to deal with the case, precisely in order absence, whether for medical or other rea to verify in accordance with Section 5(3) of sons, over the same period in which he was the Sex Discrimination Act whether there meant to replace the female employee absent exists treatment which is in effect accorded on maternity leave. Such 'proof' purports to only to men that can serve as a basis for confirm that the dismissal arose exclusively comparison with that accorded to a woman from the need for the holder of the post in in the appellant's situation, and, more partic question to be at work during the period in ularly, whether it is permissible to compare a question. woman's inability to work on account of maternity and a man's inability to work, whether or not on medical grounds.
In other words, in a case such as this, dis missal should not be classified as (direct) dis crimination on grounds of sex, inasmuch as the underlying cause (inability to perform the contract during a predetermined period In that connection it seems to me of no avail of time) would lead to the same conse to rely on the judgment in Hertz, n in which quences with respect to a male employee in the Court considered that the dismissal of a female employee on account of repeated absences through illness, even though the ill ness may be attributable to pregnancy or 10 — In my view, moreover, whether or not the parties are aware of the pregnancy at the time they enter into an employment relationship is, for the purposes of a valid employment rela tionship and — a fortioń — of a possible dismissal, actually irrelevant save in exceptional cases to be assessed individu ally (see point 12 of my Opinion in Habermann- 11 — See Case C-179/88, cited above, in particular paragraphs 14 Beltermann, cited above). to 17.
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confinement, does not constitute direct dis- disadvantage to such an extent as to be crimination on grounds of sex if those excluded from the employment sector. absences occur after the period of maternity leave and would also lead in the same cir- cumstances to the dismissal of a male employee. 12 In that case, the same condi- tions (a number of absences over a certain period) were applied to workers of both sexes. In the present case, on the other hand, the termination of the employment relation- ship resulted from a condition (pregnancy) which indisputably affects women alone. N o r does it seem to me to be possible a for- tiori to draw comparisons, although these were referred to in the course of the pro- ceedings, between a woman on maternity leave and a man unable to work because, for example, he has to take part in a sporting event, even if it were the Olympic Games. Other considerations apart, a sportsman, even a champion (whether a man or a 14. The judgment in Hertz serves to demon- woman) is confronted with a normal choice strate, if anything, that absence through ill- reflecting his needs and priorities in life; the ness may not be equated with absence on same cannot reasonably be said of a pregnant maternity leave. To the extent to which that woman, unless the view is taken — but it judgment holds that it is not discriminatory would be absurd — that a woman who to dismiss an employee on account of wishes to keep her job always has the option absences through an illness which, while it of not having children. may be attributable to pregnancy or confine- ment, began after the end of the maternity leave, it follows a fortiori that pregnancy may not be equated with illness. An infer- ence which can be drawn, however obvious it may sound, is that a sick woman is to be treated in the same way as a sick man, what- ever the cause of her illness. A pregnant woman, on the other hand, may not simply on account of her pregnancy be placed at a
15. In view of the foregoing observations, I see no need to tackle the question raised by 12 — That judgment may certainly not be construed as meaning the Commission in the course of the pro- that tne Court has recognized as permissible (or even justi- fiable) the dismissal of a woman who is absent from work ceedings, concerning hypothetical situations for a reason (illness) connected with pregnancy. Closer examination reveals that the Court's decision turned on the in which the contract at issue is not, as in the fact that Mrs Hertz's illness began after her return to work present case, for an indefinite period but is at the end of her maternity leave. The implication is that an illness connected with pregnancy is covered by the direc- for a fixed term, in the circumstances limited tive, thus rendering dismissal unlawful, to the extent that such illness occurred during maternity leave, that is to say, to the period in which a female employee during a period denned by the Member States for the pur- poses of the derogation referred to in Article 2(3) of the who has just been engaged would have to be directive. absent on maternity leave.
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Nor do I find it necessary to reflect on the ment may be suspended and/or the terms of various devices suggested by the Commis- the contract modified as a result of a female sion in order to spare the employer the employee being unable to work during a attendant financial consequences when it given period are at present matters still transpires that a female employee who has governed by national law,13 provided — just been engaged will not be able, even if of course — that such practices do not lead only temporarily, to do the work required of to a breach of the principle of equal treat- her. Whether or not the contract of employ- ment.
16. In the light of the foregoing considerations, therefore, I propose that the Court give the following answer to the questions submitted by the House of Lords:
Articles 2(1) and 5(1) of Directive 76/207/EEC preclude an interpretation of national law which permits the dismissal of a woman engaged on the basis of an employment contract for an indefinite period on the ground that the employee in question must — on account of pregnancy — be absent from work during the period in which she would have had to replace another female employee, herself absent on maternity leave.
13 — Although Directive 92/85/EEC, which is due to enter into force on 19 October 1994, imposes on Member States a series of unconditional obligations with regard to the treat- ment of female employees during maternity leave, it still leaves them the option of making pay and the grant of cer- tain allowances subject to the requirement of previous employment for a given period not in excess of 12 months, immediately prior to the anticipated date of the employee's confinement (Article 11).
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