Balancing Work & Family: The Legal Implications of the Sandwich Generation
This article originally appeared in Lēad Magazine, Issue 14: The Search for Balance.
By Parisa Nikfarjam, BA, JD, Associate, Rubin Thomlinson LLP
Recently, we’ve seen an increase in employees who are feeling the squeeze between childcare and eldercare responsibilities. These situations stem from the rise of the “Sandwich Generation”: a generation created as a result of the aging population and the postponement of having children. A recent national study (the “Study”) (see footnote 1) on balancing work and caregiving, suggests that work-life balance comes at a great cost to members of the Sandwich Generation and their employers.
The Study found that 63% of caregivers report stress, anxiety, and frustration, and “are getting worn down by the demands on their time and lack the resilience to emotionally separate the work-life domains.”(See footnote 2.)
We are finding that more and more of our employer clients are also affected by the strain on the Sandwich Generation. In fact, the Canadian Mental Health Association estimates that employee burnout costs Canadian businesses an estimated $12 billion every year in health claims, lost productivity, and absenteeism.
The Legal Implications of the Sandwich Generation
In order to avoid or lessen the costs associated with the Sandwich Generation, we often advise clients to take a proactive approach when managing them, particularly with respect to the following issues:
Family Status Accommodation
Family status, defined as “the status of being in a parent and child relationship”, is one of the prohibited grounds under the Human Rights Code (“Code”) (see footnote 3), and has over the past year received renewed attention after the release of two significant decisions.
The first was the landmark decision of AG (Canada) v. Johnstone,(see footnote 4) which involved the denied request of an employee for a fixed-shift schedule to accommodate her childcare needs. The Federal Court held that requests for childcare accommodations stem from genuine need and are not a result of lifestyle choices, requiring employers to canvass accommodation options.
While it did not receive the same fanfare as Johnstone, Devaney v. ZRV Holdings Limited (see footnote 5), a case from the Ontario Human Rights Tribunal, stands for the proposition that an employer has a similar legal obligation to accommodate an employee who has eldercare responsibilities.
The employee in Devaney was dismissed after 27 years of service as a result of the absences he incurred to take care of his disabled mother. The Tribunal found that the employee had been discriminated against due to the employer’s strict attendance policy and the fact that the employer failed to engage in a dialogue with him about his caregiver needs.
We know from Johnstone and Devaney that caregiver responsibilities are recognized and protected under the Code. So when we work with our employer clients, we remind them to have a meaningful dialogue with the employee requesting accommodation so as to assess the scope of the employee’s caregiver responsibilities and canvass the options that can best meet his or her needs. The court decisions also remind employees that accommodation is available provided they have a caregiver need as opposed to a preference or choice in caregiving options. Again, working with our employer clients, we will review the fact that employees should not expect the ideal response to their requests for accommodation, and that they should be aware that accommodation is a two-way street, requiring them to provide their employers with information that will assist in identifying reasonable accommodation.
Absenteeism and Discipline
With a Sandwich Generation employee, absences may be connected to family obligations, stress, or mental health issues. In fact, the Study estimates that 57% of caregiver employees surveyed reported high levels of stress and 36% reported high levels of depressed mood. As a result, we remind, if not assist, employer clients to first gauge whether certain behaviours, symptoms, and requests may be related to a disability, mental health condition, stress, family obligations, or some other legitimate, legally-recognized reason for accommodation before they take disciplinary action against an absent employee. By way of example, we advise our employer clients to obtain relevant medical documents and expert advice. We also advise and/or assist them in creating and maintaining an accommodation process.
However, we remind our clients that not every absence needs to be accommodated until the employee no longer requires the accommodation or resigns. If a disability or obligation is such that the operation of the business is hampered excessively, or if an employee remains unable to work for the reasonably foreseeable future even though the employer has tried to accommodate him or her, the employer will have satisfied the test for undue hardship and will no longer be required to accommodate the employee. However, this assessment and any consequent steps should be taken with caution, ideally with the assistance of legal counsel and after well‑documented accommodation steps have been attempted.
Increased Workplace Conflict
With increased levels of stress and mental health issues plaguing the Sandwich Generation, employers will need to be aware of an increase in workplace conflict. Indeed, Canadian workplaces have identified a 66% increase in aggressive acts within their workplaces over the past five years (see footnote 6). The number of times we are asked to either conduct a workplace investigation into, or otherwise advise on, a workplace conflict seems to reveal the prevalence of these issues as well as their costs for an organization, particularly when these issues are not addressed at an early stage.
Despite legislative and judicial efforts to curb harassment and violence, workplace conflict is still rampant, even if it has not escalated to the level of workplace harassment or violence (see footnote 7). A recent Harvard Business Review article, “The Price of Incivility” (see footnote 8), reported that over the past 14 years, 98% of workers experienced uncivil behaviour. Aside from overt retaliations, employees who experience workplace incivility are less creative and less likely to stay. Half of these employees also deliberately decrease their effort or lower the quality of their work (see footnote 9).
Given the costs associated with workplace incivility and the increased legal attention on workplace harassment and violence, ensuring that the stress of the Sandwich Generation does not spill over into the workplace is crucial. For this reason, we often provide training to our employer clients on how to identify the signs of workplace conflict, and take preventative measures by conducting internal training on these issues or conducting prompt workplace investigations when conflicts arise.
Strategies to Manage the Sandwich Generation
Despite the legal challenges, employers keen on attracting, retaining, and engaging employees will need to adjust their strategies by understanding and accommodating the various dimensions of the Sandwich Generation. Here are a few suggestions
which we have found to be of particular assistance when addressing these challenges:
- Consider whether accommodation is required to address caregiver needs;
- Canvass accommodation options, including modified work hours and telework arrangements;
- Implement an attendance management policy that takes into consideration absenteeism based on legitimate human rights grounds;
- Ensure that all managers are trained to understand the duty to accommodate and how this may present itself in the workplace
in connection with mental health issues;
- Request medical documentation for disability or stress-related leaves of absence;
- Obtain expert opinion or advice where needed; and
- Through regular training on the workplace harassment and violence policy, and by requesting that each employee re-commit to the principles of the policy on a regular basis, remind employees that harassment and violence are not tolerated
in the workplace.
When we begin working with an employer client to manage difficult issues like those identified above, they are often surprised to learn about the legal avenues open to them. With careful planning and advice, employers can manage these issues as they present themselves in the workplace and minimize legal liability.
- Linda Druxbury and Christopher Higgins “Revising Work-Life Issues in Canada: The 2012 National Study on Balancing Work and Caregiving in Canada” (2012). The Study focuses on highly-educated managers and professionals, particularly those at larger firms, and is based on a national survey of work-life balance of 25,021 employees. It was conducted in 2011 and 2012. Of those, almost 8,000 responded to questions about caregiving, of which researchers conducted 111 follow-up phone interviews [the “Study”].
- R.S.O. 1990, c H.19.
- 2013 FC 113.
- 2012 HRTO 1590.
- (2000) Canadian Initiative on Workplace Violence.
- On June 15, 2010, and in response to heavily-publicized incidents of workplace violence, Bill 168 came into force in Ontario, which amended the Occupational Health and Safety Act by requiring employers in Ontario to put in place policies and programs dealing with workplace violence and harassment. In the period between June 15, 2010 and March 31, 2011, Ministry of Labour (MOL) Inspectors investigated more than 400 complaints involving workplace violence and more than 1000 complaints involving workplace harassment. In addition, 600 orders associated with workplace violence and 1100 orders associated with workplace harassment have been issued.
- Christine Porath and Christine Pearson, “The Price of Incivility”, (January–February 2013) http://hbr.org/2013/01/the-price-of-incivility/.
About the Author
Parisa Nikfarjam is an employment lawyer with Rubin Thomlinson LLP, a boutique law firm specializing in employment law and human rights issues. Parisa assists her clients in navigating challenging workplace issues, including accommodation, employee discipline, workplace harassment and violence, and termination. Parisa writes and speaks regularly on various employment law topics, and is an executive member of the Labour and Employment section of the Ontario Bar Association.
Since its first issue in 2007, Adecco Canada’s Lēad Magazine has been keeping employers on the cutting-edge of developments, trends, and breakthroughs in workforce management. Featuring articles from some of Canada’s foremost economic, legal, diversity, political, and HR experts, Lēad is an invaluable guide through the dynamic and ever-changing world of employment affairs. To view past issues, please visit our Lēad archive.