Disseminating Best Practice Proceedings of the Information and Consultation Regional Seminar Series

Disseminating Best Practice Proceedings of the Information and Consultation Regional Seminar Series

Contents

Foreword 4

Chapter 1 Overview of the ‘Disseminating Best Practice Project’ 6

Chapter 2 The European Employee Information and Consultation Directive, 2002 9

Chapter 3 Key Lessons from NCPP Case Study Report 13

Chapter 4 The Social Partner’s Perspective 22

Chapter 5 Disseminating Best Practice Seminar Series – Case Study Presentations 26

Chapter 6 Disseminating Best Practice Seminar Series – Dialogue and Debate 33

Appendix A Attendance List for Information and Consultation Conferences, 2004 40

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Foreword

The European Employee Information and Consultation Directive is due to be transposed into Irish law during the course of 2005. It is an important development in Irish employee relations, as it increases employee information and consultation rights. The National Centre for Partnership and Performance (NCPP) believes that it also represents an exciting opportunity to foster and deep- en partnership-style approaches to managing and anticipating change at the enterprise/organisational level.

It was in this context that the National Centre for Partnership and Performance, funded by the EU Commission’s DG Employment and Social Affairs, undertook case study research into current information and consultation practices and procedures within fourteen public and private sector organisations in . The key findings and results of this project were contained in a publication entitled Information and Consultation – A Case Study Review of Current Practice. The NCPP also produced associated learning material entitled The Information and Consultation Directive – Everything You Need to Know.

In seeking to build on the success of this initial work, the NCPP, with the support of the Irish Congress of Trade Unions (ICTU) and the Irish Business and Employers Confederation (IBEC), secured further funding from DG Employment and Social Affairs for a Disseminating Best Practice Project based on the hosting of four regional seminars on the subject of information and consultation. This report represents a summary overview of the proceedings at this series of regional seminars.

Aside from details of the key contributions from the NCPP, the Irish Congress of Trade Unions and the Irish Business and Employers Confederation, the report includes a synopsis of the eight organisational case studies that were presented over the course of the four regional seminars. It also incorporates details of the issues that were generated by the open dialogue and debate between all of the delegates and participants, which was an integral element of each of the events. 5

The European Commission’s DG Employment and Social Affairs funded this project and I would like to thank the staff at the Commission for their support and advice throughout. The series of regional seminars were hosted in conjunction with both the Irish Congress of Trade Unions and the Irish Business and Employers Confederation. I would like to take this opportunity to thank both organisations for their contributions to this project and in particular the following individuals: Fergus Whelan (ICTU), Liam Berney (ICTU), John Brennan (IBEC), Heidi Lougheed (IBEC), Adrian Beatty (IBEC) and Donagh Corcoran (IBEC). Sincere thanks also to all the organisations and individuals who participated in the research seminar series. Finally, I would like to thank the team from the NCPP, in particular Dr. Damian Thomas, who was the project co-ordinator and author of this report and Gaye Malone and Julia Kelly who provided such excellent administrative support throughout this project.

Lucy Fallon-Byrne Director National Centre for Partnership and Performance

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Chapter 1 Overview of the ‘Disseminating Best Practice Project’

In 2003, the National Centre for Partnership and Performance (NCPP) undertook a research project, funded by DG Employment and Social Affairs, in relation to the European Employee Information and Consultation Directive (see Chapter 2). This project involved the NCPP conducting case study research into current information and consultation practices and procedures within fourteen public and private undertakings in Ireland (see Table 1).

The key findings and results of this project were table 1 EU Information and Consultation Directive Project – contained in a publication entitled Information Participating organisations and Consultation – A Case Study Review of Current Practice. The NCPP also produced associated Allianz Ireland learning material entitled The Information and Consultation Directive - Everything You Need to Barnardos Know. This document is a step-by-step guide for Beckman Coulter Instruments trainers, employers, employees, trade unionists and Dell employee representatives that outlines the content and objectives of the European Employee Infor- City Council mation and Consultation Directive. Both of these Electric Paper Company documents are currently available for downloading from the NCPP’s website, www.ncpp.ie. ESB In seeking to build on the success of this initial /Mayo Institute of Technology project, the NCPP, with the support of the Irish GE Interlogix Congress of Trade Unions and the Irish Business and Employers Confederation, secured further funding Medtronic from DG Employment and Social Affairs for a Multis Disseminating Best Practice Project based on the Nortel Networks hosting of a series of regional seminars on the subject of information and consultation. Roches Stores

Vhi Call Centre

Overview 7

Project objectives Seminar’s format In organising these regional seminars, the NCPP Each of the four regional seminars were organised aimed to achieve a number of specific objectives, along similar lines. Following an introduction and namely: overview of the purpose of the seminar from the relevant Chair, Dr. Damian Thomas (NCPP) p To promote and disseminate the key lessons presented a detailed discussion of the key lessons and findings from the NCPP’s case study and findings from the case study research into research project current practice that the NCPP had undertaken (see p To highlight for employers, employees and worker Chapter 3). This presentation also incorporated an representatives the potential opportunities and overview of the main elements of the European mutual benefits that can be generated by the Employee Information and Consultation Directive adoption of innovative and practical measures in (see Chapter 2). Individual presentations were then relation to the management of information and made by the Irish social partner organisations that consultation rights represent employers and labour, namely the Irish p To profile a number of individual exemplars Employers and Business Confederation and the Irish of good practice that make the case for Congress of Trade Unions. This provided both improving how organisations seek to inform, bodies with an opportunity to articulate their views consult and engage with employees and/or on the Directive and to outline what they perceived worker representatives as the main challenges and opportunities p To increase awareness of the overall content, associated with its implementation in an Irish nature and objectives of the European Employee context (see Chapter 4). Information and Consultation Directive One of the core objectives of this series of seminars p To provide employers, worker representatives was to promote and disseminate the key lessons and social partner bodies with an open forum to and findings from NCPP’s case study review of discuss and debate the potential implications, current practice. Consequently at each of the semi- challenges and opportunities associated with nars, the delegates heard presentations from organ- the eventual transposition of this Directive into isations who had participated in the project and Irish law. who were considered to have displayed good practice in relation to how they sought to Description of seminars communicate and engage with their employees. Between May and October 2004 the NCPP, assisted Over the course of the four seminars the delegates by IBEC and the ICTU, hosted four regional seminars heard presentations from the ESB, GE Interlogix, in Dublin, Cork, Limerick and Carrickmacross Dell Direct, Vhi Call Centre and Allianz (see Table 2). (Co. Monaghan) on the topic of Information and In seeking to build on this original work it was also Consultation – A Case Study Review of Current decided to invite presentations from organisations Practice. As was indicated above, this project aimed who, although not involved in the initial research to increase awareness and promote shared learning project, were identified as displaying good practice about information and consultation amongst in relation to their current information and employers, employees, worker representatives, trade consultation practices.1 As such the regional unions and employer representative bodies. As seminar series also included presentations from such the NCPP with the support of ICTU, IBEC, Aughinish Alumina, Heineken Ireland, Tesco Ireland individual trade unions and the Chartered Institute and MANDATE (see Table 2). A summary of some of of Personnel and Development (CIPD) actively the main issues raised by these various promoted each of the seminars through their presentations is provided in Chapter 5. regional organisational networks. In total 240 people attended the four regional seminars (a full 1. The list of invited presentations was compiled in consultation with ICTU and IBEC. listing of attendees is provided in Appendix A).

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Finally each of the seminars concluded with a detailed question and answer session. This provided employers, worker representatives and social partner bodies with an open forum to discuss and debate the issues raised by the various presentations. These sessions also highlighted some of the main challenges and opportunities associa- ted with the transposition of the European Employ- ee Information and Consultation Directive into Irish law (see Chapter 6).

Table 2 List of speakers at the regional seminars

Elaine Boyd Marie Moynihan HR Manager, GE Interlogix HR Director, EMEA Division, Dell Direct Dublin Dublin Liam Berney Andrea Murphy Industrial Relations Officer Operations Team Leader Irish Congress of Trade Unions Vhi Call Centre Kilkenny Dublin Limerick John Brennan Ken O’Connor Regional Director (West) HR Director, Heineken Ireland Irish Business and Employers Confederation Cork Dublin, Limerick and Cork Cathal O’Regan Maurice Cashell National Co-ordinator Chair, Labour Relations Commission National Centre for Partnership & Performance Dublin and Monaghan (Chairperson) Monaghan Cynthia Deane Muriel Silke HR Consultant, Options Consultancy HR Executive, Tesco Ireland Cork (Chairperson) Monaghan Lucy Fallon Byrne Dr. Damian Thomas Director National Co-ordinator National Centre for Partnership & Performance National Centre for Partnership & Performance Dublin Dublin, Limerick, Cork and Monaghan Nelius Kennedy Sean Tracey HR Manager, Aughinish Alumina Vice President, ESB Group of Unions Limerick Dublin Heidi Lougheed Con Twomey Social Policy Executive Employee Representative Irish Business and Employers Confederation Group Enterprise Forum, Allianz Ireland Monaghan Cork Dan Miller Dr. Joe Wallace Assistant General Secretary Head of Department of Personnel TEEU and Employment Relations Limerick University of Limerick Limerick (Chairperson) Aileen Morrissey Industrial Relations Officer Fergus Whelan Mandate National Industrial Officer Monaghan ICTU Limerick, Cork and Monaghan

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Chapter 2 The European Employee Information and Consultation Directive, 2002

As was indicated in the previous chapter, one of the aims of this project was to increase awareness of the overall content, nature and objectives of the European Employee Information and Consultation Directive. At each of the regional seminars the NCPP1 provided a summary overview of the main elements of this Directive. Additionally aspects of the Directive were also alluded to both by the social partner representatives and the various individ- ual case study presentations. Given that the Directive is such an important development in Irish employment relations, it was considered instructive to outline the main provisions contained in it and consider some of the transposition issues pertaining to Ireland.

The European Parliament adopted this Directive, Existing regulatory measures in Ireland which establishes a general framework for The introduction of the Directive was not a sudden informing and consulting employees, in February development. Rather it builds on a number of 2002. Member states are obliged to implement the existing provisions with a view to encouraging an Directive by 23 March 2005 with the exception of ongoing and general process of information and the UK and Ireland, where there will be a phased consultation (see Table 2.1). implementation process with the extended dead- line of 2008. Once the directive has been imple- Table 2.1 Existing provisions for information mented a significant proportion of Irish workers will and consultation have the right to be informed and consulted, on a range of business and employment issues. As p The 1995 Collective Redundancies Directive Ireland is one of only two member states (the other p being the UK) that do not have a permanent and The 1997 Transfer of Undertakings Directive statutory system for information and consultation, p The 1989 Health and Safety Directive the Directive is clearly an important development. p The 1994 European Works Council Directive

1. Dr. Damian Thomas represented the NCPP at all of the regional seminars. 10

The main provisions of the Information Critically, the Directive, for the purposes of and Consultation Directive informing and consulting, refers specifically to The objective of this Directive is to establish a employee representatives as provided by national general framework for informing and consulting laws and/or practices (Article 2). As Irish law does employees in the European Union. By its nature the not currently have a general definition of employee Directive specifies minimum requirements for the representatives this will be an important issue for right to information and consultation for employees the transposition legislation. The Directive also in undertakings or establishments within the contains guidance on a number of other important European Community (see table 2.2 for summary elements in relation to the practical arrangements details). Significantly, for the first time in the for informing and consulting with employee context of EU employment regulation, both representatives and these are discussed below. information and consultation are actually defined by the text of the Directive. Information is defined Agreement on information and consultation as “the transmission, by the employer to the In addition to the flexibility afforded to govern- employees’ representatives, of data in order to enable ments in customising their respective transposition them to acquaint themselves with the subject matter legislation, the Directive also allows management and to examine it”, while consultation is premised and labour to define the practical arrangements for on “the exchange of views and establishment of information and consultation freely and at any time dialogue between the employees’ representatives through negotiated agreements, including at and the employer”. undertaking or establishment level (Article 5). Such agreements, including those which predate the Given its potential impact on employment relations Directive’s transposition deadline, may establish it is significant that the Directive affords member provisions which differ from those in Article 4 of the states considerable scope to customise and tailor Directive while respecting the principles set out national legislation in accordance with pre-existing in Article 1. Consequently, Article 5 allows organisa- norms, preferences and employment relations tions to ratify existing arrangements or establish practices (Article 1(2)). The nature and scope of the new arrangements for information and consul- legislation that will transpose the Directive into tation prior to the implementation deadline, which Irish law will therefore be pivotal in shaping how satisfy the ‘spirit’ if not the ‘letter’ of the directive. this regulation impacts on individual organisation’s current practices and procedures for informing and Confidentiality consulting employee representatives. The Irish government, for example, will have the latitude to In establishing the areas on which information decide whether national regulation on this issue should be provided to employee representatives, will apply to either undertakings with at least the Directive is cognisant of the potential 50 employees, or establishments with at least 20 implications for confidentiality and as such employ- employees (Article 3). ee representatives are not authorised to disclose expressly confidential information provided to Although there is scope for flexibility in how the them. Additionally member states must also Directive is implemented through national ensure, in specific cases and within the limits laid legislation, the text of the Directive does outline down by national legislation, that employers are both the principle areas that information and not obliged to communicate any information or consultation should cover and additionally certain undertake any consultation, which would seriously protocols governing timing, method and content. harm the functioning of the undertaking or would be prejudicial to it (Article 6(2)).

The European Employee Information 11 and Consultation Directive, 2002

Table 2.2 Key features of the Information and Consultation Directive

p The Directive requires member states to estab- p Information and consultation arrangements lish a framework for the right to information defined by agreement between management and consultation for employees and labour, including at the undertaking or establishment level, may differ from those set p The Irish government can choose to apply these out in the Directive rights to either undertakings with 50 or more employees or at the establishment level with p Employee representatives will be required to 20 or more employees treat information as confidential

p Information and consultation are defined p Sanctions for non-compliance must be as procedures that involve employee represen- effective, proportionate and dissuasive. tatives according to national laws and/or p Ireland may apply the Directive in three phases: practices. The Directive requires: — Undertakings with at least 150 employees — Information on the recent and probable (or establishments with at least 100 employees) development of the undertaking’s or the estab- must be covered by March 2005 lishment’s activities and economic situation — Undertakings with at least 100 employees — Information and consultation on the situation, (or establishments with at least 50 employees) structure and probable development of employ- must be covered by March 2007 ment and on any anticipatory measures envisaged, in particular where there is a threat — Full application of the Directive (to undertakings to employment with 50 or establishments with at least 20 employees) will be required as from — Information and consultation, with a view March 2008. to reaching an agreement on decisions likely to lead to substantial changes in work organisation or in contractual relations.

Sanctions in the event of non-compliance Link with existing measures Under Article 8(1), member states must provide Article 9 states that the Directive shall be without for appropriate measures in the event of non- prejudice to the specific information and consulta- compliance by employers or employee representa- tion provisions of the EU collective redundancies tives with the provisions of the Directive, and and transfers of undertakings Directives, provisions ensure in particular that adequate administrative adopted in accordance with the European Works or judicial procedures are available to enable Councils Directive and other rights to information, the obligations deriving from the Directive to be consultation and participation under national law. enforced. Member states must provide for adequate The Directive also includes a ‘non-regression’ clause penalties to be applicable in the event of (Article 9(4)), stating that implementation of the infringement of the Directive. These must be Directive shall not be sufficient grounds for any effective, proportionate and dissuasive (Article 8(2)). regression in relation to the situation already prevailing in each member state and in relation to the general level of protection of workers in the areas to which it applies. 12

Implementation of the Directive Opportunity for partnership Member states have until 23 March 2005 to comply It is clearly important that the eventual transposi- with the Directive (Article 11). However, Article 10 tion legislation functions as a viable, sustainable makes provision for transitional provisions, intro- and appropriate regulatory tool for focusing duced to accommodate the UK and Ireland (see attention on the need to enhance and improve table 2.2 for transposition dates). As stated above current practice in relation to informing, consulting the Directive leaves significant scope for member and engaging with employee representatives. states to interpret and tailor the Directive to Importantly, however, it would appear necessary to suit their own circumstances and preferences. For move beyond a narrow debate on what type of example, the “timing, method and content”of arrangements might emerge and recognise the consultation are merely required to be ‘appropriate’. opportunity that this Directive represents in terms Equally other certain aspects of the regulatory of fostering and deepening customised partnership- framework are left to the discretion of the member style approaches to managing and anticipating states including; change at the enterprise/organisational level. Not p The definition of employee representatives only is there a strong partnership-ethos inherent in the Directive, but more fundamentally there is an p The level at which the directive will apply explicit recognition of the potential relationship ie, Undertaking or Establishment between the strengthening of employee voice and p The potential use of statutory fallback the generation of a range of mutual benefits for all arrangements if there is failure to agree a the stakeholders within organisations. voluntary system p The nature and application of non-compliance Summary sanctions This chapter has provided a brief overview of the p The process for determining whether European Employee Information and Consultation information is confidential and the conditions Directive and outlined some of the key transposi- under which management can withhold tion issues that will have to be addressed in the confidential information context of the national legislation. In preparation for its eventual implementation the Department of p The handling of grievances in relation to Enterprise Trade and Employment have already initi- the legislation ated an extensive consultation process involving p The relationship between the new legislation the social partners and other representative bodies. and existing provisions and practical arrangements already in place.

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Chapter 3 Key Lessons from NCPP Case Study Report

At each of the regional seminars Dr. Damian Thomas (NCPP) provided a detailed overview of the key lessons and issues that emerged from the NCPP’s case study research into current information and consultation practices in fourteen public and private sector organisations. Drawing on these presentations this chapter outlines: p Current approaches to informing and consulting p The case for informing and consulting p Key lessons and issues p Attitudes towards the Directive p A Framework of Good Practice.

Approaches to informing and consulting What are the most common forms There are four main approaches to sharing informa- of Direct Information Sharing? tion and promoting dialogue between employers, Irish organisations are utilising and experimenting employees and their representatives. Each with a wide range of mechanisms to communicate approach is useful for specific issues and at specific information and data directly to employees. As times. It is up to the organisation to decide how to outlined in Table 3.1, direct information sharing develop a mix of information and consultation arrangements include written, electronic and arrangements. The approaches are: face-to-face methods. While there were certain practices and procedures common to the majority p Direct information sharing – the organisation of organisations, the research showed that each communicates directly with employees organisation developed a customised bundle of p Indirect information sharing – the organisation approaches that best suited its needs. shares information with employee Although many written and electronic mechanisms representatives are available, the most effective form of direct p Direct consultation – the organisation consults information disclosure for the majority of organisa- with employees directly tions appears to be face-to-face employee briefings. p Indirect consultation – the organisation consults The level at which face-to-face employee briefings with employee representatives. occur varies from organisation to organisation, but the most common is the team briefing. Team briefings also promote a team-based ethos and approach to work organisation across the fourteen case study organisations.

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common in Ireland and are used primarily by multi- Table 3.1 Direct information sharing – common arrangements national companies with sites in other European countries. Written methods p Company handbook Industrial relations activities p Employee handbook In the organisations that formally recognise trade p Newsletters unions, established industrial relations structures p Employee briefings are key mechanisms for imparting information to p Bulletins employee representatives. This is particularly p Notice boards evident in relation to information concerning pay p Memos & information notes or changes in work practices. In some companies p Annual reports this was regularised through monthly union- p Circulars management meetings. In others, meetings take p Quarterly business updates place as and when necessary. Electronic methods p Email Partnership arrangements p Audio-conferencing Indirect information sharing also occurs through p Web-based conferencing formal, partnership-style arrangements. According p Intranet / internet to the NCPP’s research, employee representatives p Databases engaged with partnership in general receive a high p Webcasts level of information regarding company strategy, Face-to-face methods organisational performance and other core p Employee briefings – team, business issues. business unit, department European works council p Large scale staff meetings Only two of the organisations in this study had – inter-departmental, European Works Councils in place. In both organisation-wide instances, employees from the Irish facilities p Breakfast/lunch briefings function as the designated employee representa- p Management chain/ tives. The EWCs, which are transnational forums, information cascades focus on providing staff with business and organi- sational information relating to the company on a European-wide basis or with implications for In addition to these formal mechanisms, informal facilities in two or more countries. and highly personalised interchanges remain key in most organisations. What are the most common forms of direct consultation? What are the most common forms Direct consultation provides an opportunity to of indirect information sharing? develop employee voice and to encourage dialogue The three most common ways in which indirect with management on key business issues. It can be information sharing takes place within the case undertaken with employees in a group setting or study organisations are industrial relations individually, as outlined in Table 3.3. activities, partnership arrangements and European Works Councils. Organisations can utilise one or Individual consultation more of these arrangements. Table 3.2 shows that Consultation at individual level can occur when most of the organisations surveyed utilise two taking stock of the individual’s performance, for methods, mainly industrial relations activities and example at performance, career or training reviews. partnership. European Works Councils are not very In addition, employee surveys and suggestion schemes can facilitate individual consultation on improving organisational performance.

key lessons 15

Table 3.2 Indirect information sharing and consultation

Organisation Industrial Partnership-style European relations structures arrangements works councils (informing only)

Dublin City Council Internal industrial DCC Partnership Forum N/A relations committees & structures

Medtronic Regular management/ N/A Medtronic EWC union meetings

Roches Stores House committee N/A N/A

GMIT Internal industrial GMIT Partnership N/A relations committees Committee & structures

Allianz Internal union/ Group Enterprise N/A management committee Forum

GE Interlogix Factory floor committee Staff Association N/A

ESB Internal industrial relations Central and local N/A committees & structures partnership arrangements

Barnardos Internal industrial N/A N/A relations committees & structures

Vhi Industrial relations Partnership Forum N/A Forum/house committee

Beckman Coulter Management/ Partnership N/A Instruments union committee Committee

Nortel Networks N/A N/A Nortel European Forum

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What are the principal forms of Table 3.3 Facilitating direct consultation indirect consultation? The principal arrangements for indirect consulta- Individual forms tion in Ireland are industrial relations structures and p Performance reviews partnership groups. The NCPP’s research shows p Training and development reviews that, in industrial relations structures, consultation over change generally takes place where a formal p Employee appraisals / agreement is already in place. In some instances, 360 degree systems consultation evolves into more formalised negotia- p One-to-one meetings tions between management and unions. A number p Attitude / employee surveys of organisations operate an ‘open door’ relationship p Suggestion schemes between management and union officials. In these examples, management regularly use informal Group forms exchanges to collate the views and opinions of union officials on specific matters. This type of p Temporary groups – time limited and informal indirect consultation can help to resolve issue specific i.e. project groups, task potential problems before they cause serious forces or focus groups conflict. With regard to partnership-style p Permanent groups – discuss work arrangements, the level and scope of consultation related topics on an ongoing basis varied considerably between different organisations.

Non-unionised organisations Organisations that do not have a trade union presence generally do not have industrial relations Group consultation or partnership arrangements in place. However, the Organisations in the NCPP’s research project also forthcoming Irish legislation will clarify whether made extensive use of temporary and permanent non-unionised or partly unionised organisations group forms of consultation. Temporary groups will need to put in place practical arrangements for are established for a specific purpose and are facilitating indirect employee representation. dismantled once the project in question has been completed. Organisations also put permanent The case for informing and consulting groups in place to discuss work-related topics While recognising the challenges posed by the on an ongoing basis. A strong characteristic Directive, the NCPP’s work confirms the strong case of these direct consultative groupings is the that exists in relation to improving and enhancing emphasis on using consultation to underpin current information and consultation practices. continuous improvement. Table 3.4 outlines the list of benefits that management and/or employee representatives associated with a culture of informing and consult- ing with employees. Firstly, both management and employee representatives highlight the contribution that effective and meaningful information and consultation practices can make to general organisational performance. It enhances competitiveness, improves service delivery and cus- tomer focus and increases employee understanding of key organisational goals and objectives. key lessons 17

Table 3.4 The benefits of informing and consulting with employees

Organisational performance Human resources / Industrial relations 1 Increased competitiveness 1 Better staff-management relationships 1 Better customer service and 1 Improved IR culture customer focus 1 Increased trust and openness 1 Improved understanding of organisational 1 Increased employee commitment goals and performance 1 Increased employee involvement

Organisational capability 1 Better informed decisions Employee benefits 1 1 More joint problem-solving Increased employee voice and innovation 1 Increased job satisfaction 1 Increased adaptability and autonomy and flexibility 1 Better working environment 1 Effective implementation 1 Sense of being valued

Change management 1 Openness to change 1 Flexible and adaptable ways of working 1 Increased capacity for continuous improvement 1 More employee engagement in change

Secondly, a more participatory approach generates The opportunity to have a say or at least be listened better-informed decision-making and increased to is important in creating a positive working organisational adaptability and flexibility. environment. Staff feel they are valued. Similarly, increased opportunities for involvement and partici- In relation to HR and/or industrial relations, pation are associated with improved levels of job effective practices and procedures for informing satisfaction and greater autonomy over certain and consulting are associated with more open and aspects of their work. co-operative staff-management relationships. In unionised organisations there is a better industrial A core part of the business case for better informa- relations climate. Effective information and tion and consultation practices is its potential to consultation also underpins improvements in both contribute to an organisation’s strategic capability employee commitment and involvement. for managing and anticipating change. Table 3.5 lists a number of specific change initiatives which Respondents also noted the benefits for employees. respondents from the case studies considered had The development of progressive communications been managed more successfully as a result of strategies affords increased opportunities for informing and/or consulting with employees. employee voice within individual organisations.

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Table 3.5 Managing change initiative – the role of informing and consulting

Organisation Change initiative Roches Stores Development of Stock Control System / refurbishment and rebranding of store / store design and layout GE Interlogix Environmental Health and Safety / Relocation of factory / new working practices Allianz Establishment of new corporate team / introduction of direct line service delivery Nortel Networks Closure of manufacturing division ESB Organisational restructuring / safety strategy Vhi On-line Performance Management System GMIT Merger of two departments Medtronic Product development / new working practices/quality control and a range of HR related initiatives Dell Resource deployment / changes in working practices Barnardos Work/life balance / enhancing professional practice Electric Paper Co. New product development Dublin City Council Restructuring the Mechanical Services Division Beckman Coulter Continuous Improvement Programme Multis Change in business focus/ waste management

In several instances the adoption of a more Importantly, the change initiatives outlined in sophisticated approach to employee engagement Table 3.5 are part of overall organisational strategies improved the organisation’s capacity to anticipate for improving performance as they relate to issues and/or drive change. In virtually all of the case such as improving service delivery, refocusing the studies, management and employee representa- business, improving efficiency, encouraging more tives concur that informing and consulting with flexible working and stimulating innovation. employees fosters a greater acceptance of organisa- tional change. Developing a better understanding Key lessons and issues of why and how change is occurring prevents Across the fourteen organisations the following uncertainty, which if not addressed can damage key issues and lessons emerged in relation to employee morale. current practice for informing and consulting with employees: The development of more sophisticated procedures for informing and consulting with staff in several The majority of organisations in this project organisations provides a platform for employees to adopted a relatively progressive and wide ranging proactively engage with and drive the change in approach to informing, communicating and consult- question. Actively ‘tapping into’ the collective ing with employees, which has established a good knowledge of employees improves the impact of the platform on which further progress can be built. change being introduced. A link between imple- A more forward-thinking approach to informing and menting change successfully and increasing levels of consulting with employees would appear to be job satisfaction and work commitment also exists. premised on the fact that many of the organisations in question have clearly identified communicating, informing and engaging with staff as an integral part of their business and organisational strategies.

key lessons 19

In particular, designing effective systems for employ- on matters that affect them. In others, the distinc- ee voice enables organisations to tap into the collec- tion between informing and consulting is blurred tive knowledge, experience and expertise of their especially in those organisations that promote key competitive asset – their employees. two-way communication, employee involvement and upward problem solving. A reliance on infor- In general managers are more at ease with mal dialogue and highly personalised relationships informing rather than consulting, in part due to further blurs the distinction. concerns that the latter impinges on managers’ right to manage. There is clearly a variable level of The case studies also highlight the fact that enthusiasm for adopting a more participatory direct and indirect practices for informing and managerial style not only between, but also within, consulting are complementary and mutually sup- the case study organisations. portive activities. The interaction between direct and indirect mechanisms affords unions the opportunity to function as an important conduit for employee views.

...designing effective systems for There is agreement across the case study organi- employee voice enables organisations sations that their current approach to informing and consulting is very much a work in progress. to tap into the collective knowledge, In many instances management concur that they are only beginning to explore its potential. This experience and expertise of their key has encouraged a willingness to experiment and competitive asset – their employees. innovate with different mechanisms and practices. Critically, making good information and consulta- tion happen requires more than putting certain mechanisms in place, as it is the utility of the Despite the disquiet evident amongst certain practices and procedures that is the key. In particu- sections of management, it is also clear that the lar the case studies suggest that the visible and organisations involved in this study have attempted continued support of top-level management for a to progressively increase the scope and quality of participatory management culture is pivotal. individual and group consultation. In these Consequently, the key to more effective informing instances, employee consultation is seen as and consulting lies not so much in the institutional supporting rather than challenging the right of arrangements that are adopted per se, as in the managers to manage. context, manner and spirit in which they are Although the case studies provide strong evidence introduced and progressed. of the promotion of a more participatory approach to management, they also highlight the fact that consultation, whether with individuals or groups, is less prevalent in the early planning stages of organ- ...the key to more effective informing isational decision-making compared to the mid- and consulting lies not so much in planning or implementation phases. The caveat to this trend is in unionised companies, where early the institutional arrangements that consultation on pay issues and changes in working practices is the norm. However, even at the are adopted per se, as in the context, implementation stage consultation can improve manner and spirit in which they are acceptance of change. introduced and progressed. In some instances, initiatives for employee dia- logues are little more than communication systems, which provide employees with very little influence

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Attitudes towards the Directive The majority of management respondents express their support for the general aims and spirit of the Given that there is a strong Directive, balanced with the need to ensure that consensus that communication and any future regulation will not constrain competi- tiveness and flexibility. The management interviews involvement strategies in most also highlight a number of issues of concern, which the legislation for transposing the Directive into organisations are works in progress, Irish law will have to address in an appropriate and the Directive’s emphasis on strength- practical manner. These issues include: ening dialogue and building mutual p The need for flexible arrangements p Confidentiality trust appears to correlate with the p The relationship with existing IR structures direction in which many p The distinction between consultation and organisations are headed anyway. negotiation and p The locus of decision making within multi-national corporations. strategies in most organisations are works in progress, the Directive’s emphasis on strengthening There is also agreement that meeting the dialogue and building mutual trust appears to requirements of this Directive will pose challenges correlate with the direction in which many organi- to organisations. sations are headed anyway. While the nature and shape of future legislation will be pivotal in determining the impact of the Directive Building a framework of good practice on organisations, one can assume that for many Finally the NCPP’s presentation concluded with organisations there will be changes to current cul- some practical recommendations for organisations ture and practices. For example, these might include that are seeking to enhance their current earlier and increased levels of consultation, more arrangements for informing and consulting with regularised information flows and in some instances employees and/or employee representatives. Firstly new systems of indirect employee representation. it was highlighted that a number of organisations These changes are clearly significant. Although the considered that the purpose, function and composi- Directive represents an important development in tion of their existing forums for informing and con- Irish employment relations, its impact on current sulting with employee representatives appeared to approaches towards informing and consulting with meet the requirements and spirit of the Directive. employees will take time to evolve. In one particular organisation the following charac- teristics were seen as being particularly important What it will do initially is to establish a legislative in reaching this conclusion: framework to enhance and improve practices and procedures for informing and consulting. This may p It was based on a negotiated agreement necessitate the development of new institutional p It had a written and agreed constitution arrangements within organisations, and as such p It had an open and elected membership represents a significant development. For those organisations that currently lack any forms of p It had a business focused agenda indirect representation the Directive will be a new p It promoted information sharing, employee departure. In other instances however, dialogue and participation and improvements may be achieved by the adaptation, p It recognised the need to continue to develop reconfiguring and/or formalising of existing and evolve. arrangements. Given that there is a strong consensus that communication and involvement

key lessons 21

Table 3.6 Principles of a good practice approach to information & consultation

p Adhere to the spirit of the Directive, which is p Recognise that the key to more effective to ensure employees receive the information informing and consulting lies not so much in to which they are entitled, and to implement the bundle of practices that are adopted as in arrangements that enable information and the context, manner and spirit in which they consultation to improve decision-making and are introduced and progressed. organisational performance. p Ensure that employee representatives have p Recognise that there is no one model of good the skills necessary to engage in information practice and that the key is to develop and and consultation activities on behalf of the customise practical arrangements that meet organisation’s staff. the needs and culture of the organisation and p Ensure that information and consultation its employees. arrangements are built on existing practices, p Adopt benchmarks of good practice when not in addition to them, and that the developing an information and consultation arrangements are aligned with the objectives strategy. This will assist the organisation to of the organisation’s HR and industrial measure the impact of information & consul- relations approaches. tation on its performance and profitability. p Align information and consultation activities p Approach the implementation of the with the organisation’s strategy and Directive with a commitment to openness business plan. and transparency. p Understand that information and consultation p Be mindful of the need for confidentiality in arrangements evolve as trust grows, and allow today’s competitive environment. room for experimentation and innovation.

p Foster a culture of information sharing, joint problem solving and consultation in the organisation. Identify ‘champions’ who will advocate this approach. Ensure that all man- agers in the organisation have the necessary skills to inform and consult with employees and their representatives.

Importantly it is evident that there is no single Although the case studies are indicative of the model of effective practice and indeed each of the diversity of approaches that can be adopted, they case studies had their own customised bundle of also generated a number of principles of good practices and procedures. practice that organisations should consider when designing their enterprise level arrangements for In this regard it is important to emphasise that it is informing and consulting (Table 3.6). the utility and effectiveness of the mechanisms rather than the number of them, which is important.

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Chapter 4 The Social Partners’ Perspective

In undertaking the two EU funded projects on information and consultation, the NCPP was operating with the mandate of the Irish social partner organisations, the Irish Congress of Trade Unions and the Irish Employers and Business Confederation. Both organisations were directly involved in the ‘Disseminating Best Practice project’ and in particular assisted the NCPP in organising and promoting the individual regional seminar events.

As the national representative bodies for employers An employment right and employees respectively, and as key players in The ICTU maintain that informing and consulting the Irish national social partnership process, it was with employees is a core employment right. In this important that both ICTU and IBEC participated in regard the European Employee Information and each of the regional events. Although the ultimate Consultation Directive is viewed as correlating with responsibility for transposing the European Employee the strong emphasis on the right of workers to be Information and Consultation Directive into consulted, that is, incorporated within a number of Irish law rests with the Department of Enterprise existing European Charters.3 This Directive also Trade and Employment, there is a well-established clearly builds on a number of existing provisions for process of engaging in formal and informal dia- informing and consulting with employee repres- logue with the social partners in relation to forth- entatives in specific circumstances (see Table 2.1, coming employment legislation. Indeed this Chapter 2). The ICTU therefore view this Directive as process has already been initiated in relation to the contributing to the development of an ongoing and European Employee Information and Consultation general process of informing and consulting with Directive. Consequently at each of the four employees and their representatives. seminars, ICTU and IBEC were provided with an opportunity to articulate their views on both the The case for informing and consulting implications of the Directive and also the broader Importantly, the ICTU also stipulated that there issues of employee involvement and engagement. exists a cogent business case for seeking to improve current practice in relation to informing and The Irish Congress of Trade Unions (ICTU) consulting with employees and their representa- 2 The ICTU strongly welcomed the Information and tives. In particular it highlighted that unionisation Consultation Directive highlighting that not only combined with proactive employee involvement has did it confer on employees a core fundamental the capacity to significantly enhance organisational employment right but also that it represented a performance and productivity. Fostering a partner- real opportunity to make a crucial difference as to ship culture premised on real consultation and how enterprises seek to manage change and involvement, the ICTU contends, has the potential resolve problems. to generate mutual gains for employers, employees and trade unions.

2. The ICTU were represented at the series of seminars by Fergus Whelan and Liam Berney. 3. The European Social Charter, the Community Charter of Fundamental Social Rights and the Charter of Fundamental Rights of the European Union.

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The forthcoming legislation must therefore be seen it will be possible to eventually foster a shared as a significant opportunity, as individual enterpris- understanding around the advantages associated es can use the Directive to build trust, to harness with seeking to improve current practice for inform- staff support for change and to encourage joint ing and consulting with employee representatives. problem solving solutions within companies.

Overcoming the challenges The forthcoming legislation must Harnessing the potential of this Directive will how- ever be dependent on tackling a number of therefore be seen as a significant challenges. Firstly, the perception that EU Directives opportunity, as individual enterprises are a constraint on business, needs to be addressed. The ICTU maintain that this perception remains can use the Directive to build trust, prevalent within the business community despite to harness staff support for change the fact that previous directives have made a positive contribution to enterprises in Ireland. More and to encourage joint problem specifically in order to reap the potential benefits of informing and consulting, management will have solving solutions within companies. to move away from a traditional mindset and proactively and positively engage with employees and their representatives. Interestingly, the ICTU spokesperson indicated that embracing this type of The Irish Business and Employers Confederation (IBEC) partnership ethos would also require that some IBEC strongly endorsed the published reports union representatives change their traditional produced by the NCPP and in particular welcomed mindsets. Finally it was suggested that non- the emphasis on linking information and consulta- unionised companies are likely to have problems tion to improvements in organisational perform- with the concept of collective consultation. ance and capacity for change. Although generally supportive of the new Directive the IBEC spokes- Transposition person4 stressed that it was critical that the trans- With regard to the implementation of this position legislation should not in any way impede Directive, the ICTU highlighted that the trans- competitiveness and organisational flexibility. position legislation must incorporate a number of In this regard it was suggested that it is particularly key principles in relation to employee represen- important that the transposition legislation tation, namely: embraces the diversity of approaches to employ- p An explicit assertion of the rights of workers to ment relations that currently operate within be represented for the purpose of collective Irish businesses. consultation with their employer Disseminating good practice p An assertion of the key role of employee representatives and The national representative from IBEC strongly endorsed the case study review of current practice p Employee representatives must be independent and the associated learning material that the from employers and employees must be the only NCPP produced as part of the initial EU funded people who have a say in their selection. research project on information and consultation. From IBEC’s perspective a number of specific Going forward features of the report on current practice were The ICTU’s experience of similar initiatives is that it particularly welcome. will take time for all the stakeholders, particularly employers, to recognise the potential benefits.

Despite this, however, the ICTU maintains that 4. IBEC were represented at the series of seminars by John Brennan and Heidi Lougheed

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The report serves to highlight the diversity of viewed as additional extras but rather are integrated approaches to employment relations/industrial into organisational strategies for achieving change, relations that now prevails within the Irish labour innovation and higher performance. The report market, even within such a small sample of also suggests that the majority of companies fourteen case studies from the public and private in this study have adopted a relatively progressive sectors. The diversity in approaches to employment approach to informing, communicating and con- relations was particularly evident in relation to how sulting with staff. In this context IBEC believes that individual organisations sought to communicate, the Directive should focus on encouraging further engage and consult with staff. The aforementioned progress by building on the good platform that diversity is premised on a continuation of a already exists. primarily voluntarist mode of employment relations. Moreover many of the innovations that are Business concerns highlighted in the report are local, ie Irish in origin – Although IBEC recognise the potential benefits to and this is to be welcomed and championed. be garnered from improving current practice in rela- tion to informing and consulting with employees The NCPP’s report confirms that there is no one they also highlighted a number of concerns that single model of good practice in relation to inform- they have with regard to the legislation that will ing and consulting with employees. Rather the case transpose this Directive into Irish law (Table 4.1). studies reveal that organisations have sought to cus- tomise their practices and procedures in accordance IBEC stressed that one of the primary concerns for with their own organisational culture, existing business in relation to the future legislation on the employment relations practices and the broader Directive was the extent to which it would seek to business environment in which they operate. ‘define’ a model for informing and consulting with employee representatives and consequently impose There is within the various practices for informing what they considered ‘restrictive’ structures and/or and consulting employees a strong focus on a busi- arrangements on organisations. The overwhelming ness agenda. In this regard it is critical that seeking preference from IBEC’s perspective was that the to improve communication and dialogue are not legalisation would establish a general framework, within which there would be sufficient flexibility for individual organisations to customise and tailor ...there is no one single model of arrangements in accordance with their own prefer- ences and employment relations culture. This was good practice in relation to particularly important for non-unionised companies informing and consulting with within which there was no experience of or prefer- ence for indirect forms of employee representation. employees. Rather the case studies In relation to decision-making, two issues of reveal that organisations have concern were highlighted. Firstly it is important to recognise that many multi-national subsidiaries sought to customise their practices operating in Ireland have on a range of business and procedures in accordance with and strategic issues only a relatively limited degree of autonomy in relation to their parent company. their own organisational culture, As such it is important that the forthcoming transposition legislation recognises that on certain existing employment relations issues the ‘locus of decision-making’ is often outside practices and the broader business of the national jurisdiction. The potential for more formalised information and consultation proce- environment in which they operate. dures to slow down organisational decision-making was also raised. In particular it was suggested that it could constrain the speed with which individual

the social partner’s perspective 25

As the Directive clearly builds on a number of exist- Table 4.1 Key business concerns ing provisions for informing and consulting with employee representatives in specific circumstances p Flexibility IBEC indicated that the linkages between the new p Decision making legislation and existing provisions and practical p Confidentiality arrangements must be clearly articulated. p Costs Finally it was highlighted that the nature of the p Apathy process that will be established for the arbitration p Links to other legislation of any grievances in relation to the information and consultation rights will be an important issue for p Employee representatives IBEC and member organisations. p Arbitration Suggested actions for companies The IBEC spokesperson also outlined some suggest- organisations seek to respond to ongoing business ed actions that companies could undertake in antic- and market changes and as such this could impair ipation of the forthcoming transposition legislation. their competitive capacity. Firstly management should examine their current The IBEC representative referred to the fact that business strategy and in particular seek to answer there was within the business community a degree the following questions: of uneasiness regarding the risk of shared informa- p How does this Directive on informing and tion making its way into the open and affecting consulting fit into our current business strategy? company value as a result of the introduction of statutory based procedures for informing and con- p What is our current communications strategy sulting with employees. It was also indicated that a and associated practices and how does it relate to number of companies had expressed concerns the requirements associated with this Directive? about the potential costs of establishing and main- p What is the nature of our current representational taining more formalised arrangements for inform- structures? ing and consulting with employee representatives. These costs reflected both the direct financing of Secondly, where applicable, companies should seek such arrangements and also ‘working time’ lost due to draw lessons from their previous experience to staff engaging in such arrangements. of informing and consulting with employees partic- ularly in relation to existing national provisions. Although the Directive confers on employees the Finally if managers envisage that they will have to right to be informed and consulted, it was suggest- make changes to their existing communications ed, by IBEC, that management would have to strategy as a result of future legislation they should address a degree of staff apathy towards indirect aim to not only ensure compliance but also to gen- forms of representation particularly in erate added value as a result of introducing said organisations in which the employment relations changes. Adopting this approach affords culture was predicated on direct and individual companies the opportunity to garner the potential forms of employee engagement. benefits associated with improving and enhancing their current practices for informing and consulting Irish law does not currently have any a standardised with employees. definition of an employee representative. This context, combined with the considerable diversity of practice, culture and experience between non- union and unionised companies, ensures that the way in which transposition legislation seeks to address the subject of employee representation will be an important issue for the business community as they seek to implement the Directive.

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Chapter 5 Disseminating Best Practice Seminar Series – Case Study Presentations

As was indicated in Chapter 1, a central element of the regional seminar series was a collection of individual case study presentations from public and private sector organisations. This included both organisations that had participated in the NCPP’s initial case study research project and others who had been identified as displaying elements of good practice in relation to how they sought to engage and communicate with their employees and/or employee representatives. The aim of this chapter is to provide a summary overview of the various case studies that were presented at the four regional seminars.

GE Interlogix (Dublin Regional Seminar) Elaine Boyd (HR Manager) at GE Interlogix, which is ...informing and consulting with part of the GE Multinational Corporation, indicated that in her opinion informing and consulting with employees had resulted in tangible employees had resulted in tangible improvements in organisational performance; employee commit- improvements in organisational ment; employee acceptance of change; a greater performance; employee commitment; shared understanding of the business objectives and a more participatory problem solving culture. employee acceptance of change; Given the proactive steps that the company has taken to promote more effective dialogue with a greater shared understanding of employees, including the establishment of a the business objectives and a more partnership-style Staff Association, the HR manager suggested that her company envisaged few problems participatory problem solving culture. in meeting the requirements of any new regulation provided that it did not take an overly prescriptive approach to this issue. In this regard the fact that for informing and consulting with staff, these in the Staff Association was the product of a negotiat- themselves, it was suggested, do not negate the ed agreement, had a written constitution and had management of their responsibility for communi- an elected membership representing all staff were cating effectively with their team members. seen as being particularly important. It was suggested that the transposition legislation should ESB Union (Dublin Regional Seminar) avoid imposing new or parallel structures on Sean Treacy, Vice President of the ESB Group of companies and rather should focus on enhancing Unions, outlined that unions within this key semi- existing arrangements and improving organisational state company strongly support the new Directive culture in relation to informing and consulting with and view it as a positive development that will yield staff. Finally, although it was important to put in benefits for not only workers but the company also. place an array of direct and indirect arrangements Mr Treacy indicated that industrial relations within

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the organisation have undergone radical change in of informing and consulting within individual recent years, with the traditional adversarial organisations. Dell remains strongly committed to approach being replaced by a more co-operative a model of employee relations premised on direct and partnership based relationship between staff employee engagement and from their perspective and management. There now exists an array of they see no evidence that indirect forms of communication channels through which manage- consultation represent a better approach. The HR ment, staff and unions engage in information shar- Director therefore stipulated that it was essential ing, dialogue and consultation. As such, the Group that the transposition legislation avoid imposing of Unions sees the new Directive as building on this one size-fits all model on companies, as this would strong foundation. The Group of Unions, however, be perceived as constraint on competitiveness and also indicated that there are a number of issues flexibility. Rather the legislation should afford com- relating to implementation of the Directive within panies’ sufficient scope to customise and tailor their the company, which will have to be addressed satis- practical arrangements in accordance with their factorily. These issues include how non-unionised own organisational needs and culture. employees are to be represented; the need to go beyond mere compliance; the election of employee Box 5.1 Allianz’s Group Enterprise Forum representatives and agreement on what ‘consultation’ means in this specific organisation. The GEF was established in 1998, following an Finally if the potential benefits of this Directive agreement between management and the MSF are to be realised, it is critical from the union Trade Union. The purpose of the Forum is to perspective that the process of informing and facilitate information exchange, increased consulting occurs through existing structures; that employee participation, and to enhance dialogue any communication occurs before decisions are with a view to improving company performance finalised and that there is a real opportunity to in a manner that generates mutual gains. have an input into organisational decision making. Membership is comprised of management representatives, including the CEO, elected Dell Computers Ireland – staff representatives and two internal union Sales & Supports Division (Dublin Conference) nominees. Within the GEF, employee rep- Dell, a non-unionised US multinational is Ireland’s resentatives are provided with information on largest exporter and revenue generating technology key business issues and strategies. Additionally company. Maire Moynihan (HR Director – EMEA there is an opportunity for employee represen- Division), indicated that Dell strive to engage tatives to engage in effective two-way employees in the ongoing competitive challenge communication with senior management on while striking a balance between the needs of the key business issues. Although employee business and individual employees. Dell has representatives agreed that senior management introduced a myriad of direct information and did listen to them, they also affirmed that on consultation procedures and arrangements that certain issues the consultative aspects of the have helped to create a highly flexible workforce forum needed to be enhanced. that both embraces and shapes ongoing change. Despite the company’s strong preference for a Within the GEF there is a positive working culture of direct employee engagement they do relationship and a strong emphasis on both have in place some indirect forms of consultation maintaining confidentiality and on encouraging including the establishment of a Special an open debate on key issues. As an effective Negotiating Body to form a European Works information and consultation forum with the Council. In relation to the Directive itself, the HR company the GEF has served to encourage staff Director suggested that while they were supportive engagement with key business issues, to foster of the principles of this initiative, the main issue for and enhance employee voice and to improve the company was how the forthcoming legislation how senior management communicates key would seek to encourage a more formalised process business decisions.

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Allianz Ireland (Cork Regional Seminar) Box 5.2 Heineken Ireland – Fostering Allianz Ireland is a multi-line general insurance Constructive Employee Feedback (non-life) company and is part of the German Multinational Allianz Group. Con Twomey, an The internal publication 2020 Focus was elected employee representative on Allianz’s Group established as part of the new emphasis on Enterprise Forum (GEF), provided a detailed improving internal two-way communications. overview of the origins, purpose, evolution and The aims of this new venture were to support working characteristics of this key employee forum business strategy, stimulate two-way communi- (see Box 5.1). It was also indicated that both cations, improve the flow of relevant informa- management and employee representatives were tion and create dialogue across the company in confident that their Group Enterprise Forum (GEF) a manner that provides all employees with the met both the practical requirements and overall opportunity to contribute to the business. This spirit of the Directive. In particular the following internal communications exercise is focused on characteristics were highlighted; the fact that it supporting business strategy by providing was the product of a negotiated agreement; its employees with an opportunity to engage in written constitution; the open and elected member- face-to-face two-way dialogue about specific ship, its focus on key business issues and the business related issues contained in the publica- emphasis on both information sharing and two- tion. The effectiveness of this initiative way communication. Although the GEF is a key is premised on a formalised process of team- employee forum within the company it was based constructive feedback that is co-ordinated stressed that it is part of an overall communications by the Internal Communications team. A group strategy that incorporates a range of practices and of process facilitators and the General Manage- procedures for engaging with staff. Finally in terms ment Team are also involved in this process. The of its ongoing evolution it was indicated that the Internal Communications Team is responsible GEF will continue to contribute to key business for collating and summarising all of the team- objectives including improving the competitive based feedback. The General Management position of Allianz through its people; the further team then discuss and respond to this feedback development of positive partnership relations with through the most appropriate communications the union AMICUS and an emphasis on engaging all channel. The benefits of this approach have employees in partnership-style initiatives. been fourfold –

p Business information is sent directly to all Heineken Ireland (Cork Conference) staff at the same time Heineken Ireland is a wholly owned subsidiary of p Heineken NV, employing 450 people in Ireland. It It has stimulated a process of constructive has locations throughout the country and is feedback that the General Management Team involved in producing, marketing and distributing have found to be very useful a range of company brands. Ken O’Connor (HR p Agreement on the feedback promotes unity Director) indicated that since 1989 the company within the various teams and has operated a formalised Participation Forum, p The speed of response, from the management comprising 13 employee representatives, covering all team, to employee feedback has served to the geographical and functional constituencies minimised the negative impact of rumour within the company and three management within the company. representatives. The Participation Forum discusses a wide range of business and employee related issues The company has now decided to rebrand excluding pay and conditions. Although the this publication as Hi-5 Focus and once again Participation Forum has been relatively successful all of the forthcoming articles within it an internal company survey conducted in 1997 are directly linked to key elements of the revealed that there was within the organisation a organisation’s strategy.

case study presentations 29

limited degree of information sharing, a fundamen- Box 5.3 Example of change through tal lack of communication and a general culture of consultation at the Vhi Call Centre mistrust. Working on the belief that harnessing the intelligence of employees in a more focused At the Vhi Call Centre, a performance manage- manner would contribute to the achievement of ment system is pivotal to the day-to-day company goals, it was decided to establish an Inter- operations and work of the telephone agents. nal Communications Department within the HR In this context a new On-Line Performance function. This Internal Communications Depart- Management System was formulated, piloted ment decided that face to face / open two-way and implemented using an extensive process dialogue would be the primary means of seeking to of employee involvement and consultation. enhance internal communications flows and infor- Employees highlighted the problems with the mation exchange within the company. In particular, existing system and identified pragmatic, they introduced a new internal publication 2020 innovative solutions based on their knowledge Focus to stimulate constructive employee feedback and experience of the job and the products they on organisational wide business issues (see box 5.2). were delivering. The new system is considered The concerted effort that the company have placed to have delivered benefits to the organisation, on improving employee dialogue and information external customers, the team leaders and the sharing is directly aligned to the overall business telephone agents. strategy and the achievement of key organisational goals. Indeed the HR manager concluded by stating that Heineken Ireland believes that through actively Aughinish Alumina (Limerick Conference) involving their employees the company generates a Aughinish Alumina Ltd (AAL), part of the Swiss level of enthusiasm and commitment towards the multinational Group is an alumina achievement of the company objectives which refinery with a workforce of 500. Nelius Kennedy other organisations would find difficult to replicate. (HR Manager) illustrated how AAL had been transformed from an organisational disaster – Vhi Healthcare (Limerick) losing $1m per week in the early 1990s – into an Vhi Healthcare, a semi-state company, employing organisational flagship. In profit since 1993 850 people provides a wide range of healthcare Aughinish Alumina is now one of the most efficient plans to approximately 1.56 million members in alumina processing plants in the world. A key factor Ireland. Andrea Murphy (Team Leader Vhi in this turnaround was the dramatic shift from an Healthcare Contact Centre) outlined how Vhi overtly hierarchical organisation dominated by an Healthcare has introduced an array of practices and adversarial industrial relations culture to a flatter procedures to encourage increased levels of team-based structure characterised by a strong employee involvement and participation. These commitment to partnership, co-operative working practices include formalised partnership structures, and joint problem solving. staff suggestion schemes, staff satisfaction surveys, cross-functional teams and employee focus groups. The HR manager illustrated that, at present, exten- Enhancing employee voice and increasing staff sive consultation and information sharing occurs participation is viewed as being central to the within the company at different levels – local, achievement of the organisation’s key strategic departmental and plant wide. At the plant level goals. It was also stressed that fostering employee the key grouping is the Partnership Forum, an participation not only legitimises change but also eight-member body comprising union shop encourages staff to proactively engage with this stewards, an elected non-union staff member and process. In the Vhi Healthcare experience this has senior management figures. The aim of this body is served to not only improve the effectiveness of to foster and encourage a partnership-style change initiatives but also to generate mutual approach to working throughout the company. This gains for all the relevant stakeholders (see Box 5.3). is viewed as an evolving process as the Forum has gained in clarity and expertise over time. With

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regard to the Information and Consultation Directive tive there was a clear competitive imperative in the HR manager indicated that they would be fram- seeking to bring about a change in this working ing an initial negotiated documented agreement on environment. Aside from the time and energy how to manage its implementation within the com- involved in going to third party agencies to resolve pany. It was then suggested that the existing numerous disputes, the damaging adversarial Partnership Forum could function as the official climate had fostered a culture in which there was a vehicle for any formalised information and consulta- discernible lack of willingness to engage tion arrangements given that – constructively on change issues. Within the retail sector, the introduction of new competitors, a p It comprises elected representatives forever-growing convenience market, combined from across the workforce with ongoing changes in customer demands and p It includes senior management shopping patterns, ensured that the absence of p It has a strong business-focused agenda and change progression had a huge negative impact on the organisation’s ability to compete in this market. p It is underpinned by a spirit of co-operation Critically, the unions also recognised the need to and partnership. change how employment relations were conducted It was, however, suggested that the Forum would in the company. probably have to be adapted to ensure compliance The HR manager described how in 2002 a new with the Directive and that this approach would National Framework was established for employee have to be endorsed by the wider workforce. The HR and trade union relationships (Mandate and SIPTU). manager concluded by stating that companies who The main grouping within this framework was the operate in a partnership-style environment have National Steering Group composed of top-level nothing to fear from the Directive. national representatives from Tesco Ireland, Mandate and SIPTU. This group had overall respon- sibility for governing the company-union ... through actively involving our relationship as well as providing terms of reference employees we generate a level of for other working groups. Additionally a National Issues Group was formed. This body was made up enthusiasm and commitment towards of company and union representatives including shop stewards whose key focus was to resolve the achievement of the company issues that were likely to apply to the majority of objectives which other organisations stores. There was now a formal and firm commit- ment to work through this framework in a more would find difficult to replicate. positive and co-operative way. The HR repre- sentative stressed that from Tesco Ireland’s perspec- tive more change has taken place in the day-to-day operations since 2002 than ever before. This has Tesco Ireland (Carrickmacross Conference) been achieved through prior consultation with our Tesco Ireland, formed in 1997 is the largest food trade unions, where it has been appropriate. This retailer in Ireland, employing over 12,000 people has contributed to the more effective implementa- across a total of 83 retail stores, distribution centres tion of change as staff now feel that they now have and head office. Muriel Silke (HR Manager) provid- the opportunity to shape this process. Significantly ed a detailed overview of how Tesco and its trade it was stressed that co-operation with change union partners (Mandate & SIPTU) have, in the peri- simply would not have been possible in the past. od since 2002, engineered a radical transformation of the company’s industrial relation’s culture and The transformation in the IR culture within Tesco practices. Prior to this an overtly adversarial culture Ireland has been achieved through a structured prevailed within Tesco Ireland, exemplified by a process of consultation and inclusion involving major strike in 2001. From the company’s perspec- senior company and national trade union represen- tatives. Achieving such a dramatic change has

case study presentations 31

Box 5.4 Tesco Ireland – A new consultative framework

Since 2002 a national framework for management store forum. There will also be a Company National and trade union relationships has been operating Forum, which will bring together the stores, head which has underpinned the fostering of a new office and also the distribution side of the industrial relations culture premised on trust, business. The new process will be mainly driven problem solving and co-operation. In seeking to from the Store Forums up as opposed to the previ- refine this process and in light of the implications ous system, which was based around a national of the Information and Consultation Directive, the level Steering Group. The Forums at each level will company and unions engaged in intensive negotia- comprise representatives from the company and tions on how to develop new approaches that trade unions. The agenda of these forums will would include a greater level of direct engagement cover issues such as store performance, anticipated with and involvement of, all staff within the changes and other elements relating to company / business. Rather than wait for the legislation to be union partnership arrangements and agreements. enacted the company and unions were proactive in Importantly it is envisaged that within these reaching what John Douglas, General Secretary Forums participants will work jointly to resolve Designate in Mandate has described as a “ground issues and problems. As the new arrangements are breaking agreement in the retail sector covering far more detailed than the original consultative future consultation and information.” This willing- structure a comprehensive training programme ness to pre-empt the formal regulation reflected will be required to ensure that the process reaches the fact that the characteristics of the existing its full potential. The new agreement also contains framework of consultation correlated strongly with an enhanced disciplinary and individual / collective the spirit and objectives of the new Directive. The grievance procedure. This was stimulated by newly agreed consultative process, which will be in recognition that even within a partnership context addition to existing forms of staff communication, it is important to have in place effective and will be based around consultative Forums equitable arrangements for resolving issues, as operating at three interrelated levels, individual close to the source of the problem as possible. stores, a regional level and finally a single national

necessitated considerable commitment, effort and Mandate – Tesco Ireland leadership from both parties. The degree of (Carrickmacross Conference) progress that has been made is exemplified by the Mandate trade union represents approximately 95 fact that the company and the unions had the per cent of all staff within Tesco Ireland. Aileen confidence and skill to negotiate a new agreement Morrissey, a national official from the union on information and consultation ahead of the confirmed and welcomed the dramatic transforma- forthcoming transposition legislation (see Box 5.4). tion in the industrial relations environment within This reflects the fact that the company has had Tesco Ireland. The union representative moreover direct experience of the benefits that enhanced also stressed the critical contribution that the consultation and engagement with staff can gener- National Steering Group Framework had made to ate in terms of improved customer service and this sea change in employee relations culture. satisfaction and organisational competitiveness. While the catalyst for the company had been the Consequently Tesco Ireland believes that the negoti- challenging competitive context, for Mandate trade ation of a new agreement that secures compliance union the impetus for this new approach was the with the forthcoming Information and Consultation realisation that they had to develop a better way of Directive effectively represents a natural ‘doing their business’ as the highly confrontational progression in their evolving positive relationship and adversarial IR climate was damaging both to with the relevant trade unions. the union and its member’s interests. In particular

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In relation to the new consultative agreement that Box 5.5 Mandate – Union agenda within Tesco Ireland has been negotiated, the Mandate official indicated that the union had engaged in this process not p Achieve the best reward package because they had to in view of the forthcoming legislation but rather because they considered it to p Certainty of hours be a positive initiative to undertake. In particular p Adequacy of income the union believes that this landmark agreement, by constructively engaging with staff, will afford indi- p Create individual/shared ownership vidual union members more control and authority p Develop meaningful participation over their working environment. The Mandate official concluded by stipulating that this new con- p Enhanced individual / collective dispute sultative process has the potential to deliver for the resolution union and its members, both medium and long term p Openness, honesty and trust amongst all objectives and as such it is to be strongly welcomed. stakeholders

p Mutual respect

p Business development & sustainable employment

p Develop Tesco as an employer of choice

the union leadership saw the potential benefits that could be generated from the fostering of a more co-operative and problem-solving approach to internal industrial relations. Interestingly in outlin- ing the unions agenda within Tesco Ireland, the union official indicated that in addition to the tradi- tional staples of ‘pay and conditions’ the union were committed to enhancing employee involvement and participation, building trust, improving organisational performance and also making Tesco Ireland an employer of choice (Box 5.5). This more integrative bargaining agenda suggests that partnership-style relations have the capacity to generate mutual gains for all the relevant stake- holders. Additionally it is evident that seeking to improve the quality of information sharing and employee consultation would be central to virtually all aspects of the union’s evolving agenda.

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Chapter 6 Disseminating Best Practice Seminar Series – Dialogue and Debate

Following all of the formal presentations, each of the four regional seminars concluded with an open debate involving all of the participants and delegates. This dialogue focused on both specific issues that had been articulated in the formal presentations and also on more general issues relating to the European Employee Information and Consultation Directive. This chapter provides a summary of the issues and responses that were generated by this open debate and discussion. Some of these issues were raised at several of the seminars while other were articulated at specific events only.

Issue: Understanding and responding to Tesco Ireland, is to be preceded by the provision of the business related information both separate internal company and trade union The Directive will ensure that employee representa- training and also a series of joint training sessions. tives have the right to be provided with comprehen- This level of training is considered necessary to sive and potentially complex data relating to key ensure that the new more comprehensive consul- aspects of a firm’s organisational performance and tative arrangements realise their full potential (see business transactions. Such employees moreover are also chapter 5). expected to make an informed response to such in- formation. How can workers who are not ordinarily Issue: Improving business performance – familiar with this type of information carry out their The role of informing and consulting role as employee representatives effectively? Given that the seminars have promoted the benefits of informing and consulting with employees, one A number of trade union officials at the conferences delegate asked if the company representatives saw suggested that it would be the responsibility of the any direct link between this process and improved individual organisations to provide adequate organisational performance. training for employee representatives. One union official noted that there is scope for the use of A senior HR manager replied that it is very difficult experts under the terms of the Directive, though to make a direct casual link between improving how exactly the role of experts operates in practice staff involvement and specific business outcomes will be shaped primarily by the transposition such as enhanced market share or improved profits. legislation. A number of the case study presenters Equally their company firmly believes that investing indicated that training on business issues had been in training, improving recruitment practices, provid- provided for the employee representatives involved ing employees with quality and relevant business in their respective partnership arrangements. Inter- information and engaging with all employees on estingly it was highlighted that the formal launch issues such as the overall business plan does of the newly agreed consultative framework within confer competitive advantage and has contributed 34

to continued organisational success. Similarly an Issue: Supporting good practice employee representative noted that key business in informing and consulting performance indicators such as the level of company In relation to improving current practice it was profits tended to be heavily influenced by certain asked if anything proactive is being done. external factors rather than the internal practices An NCPP representative suggested that the such as improving the quality of staff consultation. transposition legislation could potentially act as a Increased employee engagement does however catalyst for focusing attention on the need to provide employees with an opportunity to present improve current practice for informing and consult- their ideas and this can generate better ways of ing with employees. In addition a core element doing things. It can also increase staff commitment of the NCPP’s ongoing advocacy work involves and loyalty. While it is difficult to measure its direct promoting, to managers, employees and trade impact, enhancing staff involvement and participa- unions, the benefits to be gained from informing, tion, does, in his opinion, generate tangible benefits engaging and consulting with employees. A senior for the organisation. trade union official stipulated that the provision of adequate training and support resources would Issue: Delay in the transposition legislation be important in seeking to stimulate improvements Unlike the UK, the Irish government has yet to in current practice. publish any draft regulations on the Information and Consultation Directive.3 As such it was asked if the Issue: Employee representatives delay in introducing the legislation is having any The Directive for the purposes of informing and impact on how companies are approaching this issue. consulting specifically refers to ‘employee representa- A senior business representative suggested that tives’. In this context three main issues were raised. this delay is already having a negative impact on Firstly, what is the experience of non-unionised companies’ preparations for implementing the employees in relation to indirect representation? Directive. The absence of any draft legislation is Secondly, in general how are employee representa- certainly creating a degree of uncertainty within tives usually selected within organisations? Finally, the business community. In particular companies how can employee representatives be supported in either don’t have the confidence to put something undertaking the additional ‘workload’ associated new in place or are reluctant to change what they with engaging in a more formalised process of infor- are currently doing without knowing more about mation and consultation? the nature of the actual legislation. Although draft In relation to non-unionised employees, the NCPP legislation would be helpful at this stage, a senior indicated that there were a number of examples union official also noted the fact that some from their case study review that demonstrated companies have been proactive and put in place how non-unionised staff are operating as employee new and effective arrangements for staff consulta- representatives within different forums. For tion, suggests that impact of the lack of draft example the Staff Association at GE Interlogix legislation should not be overestimated. comprises both union and non-union employee representatives. This reflects the fact that a recognised trade union has no presence amongst the salaried/professional staff within this organisa- tion. At Nortel Networks, in compliance with the EU Directive in relation to collective redundancies, the company put in place temporary employee representatives (union and non-union) for the staff that were affected by the proposed redundancies.

3. As of the 31st December 2004 dialogue and debate 35

Equally the company, which now has no union become more formalised. Another delegate presence, has a non-unionised representative on its stressed that whatever consultative arrangements European Works Council, the Nortel European are put in place to comply with the Directive, it is Forum. As the NCPP report illustrates, given the critical that they are representative of all staff – emphasis that they had placed on stimulating unionised and non-unionised. employee dialogue and participation, senior Finally several delegates noted that employees’ managers from most of the non-unionised organi- enthusiasm for engaging in partnership-style sations saw no real challenge in putting in place arrangements were being constrained by the fact some form of indirect employee representation. that there was no recognition of this in their day-to- Interestingly they also saw no association between day workload. Rather as one delegate stipulated, establishing such arrangements and union recogni- when they returned to the desk the work had tion. It was noted however that in the case of Dell, continued to pile up! In response to this a business the issue of employee representation was causing a representative indicated that the custom and degree of anxiety given this company’s strong pref- practice for such arrangements varied from company erence for the maintenance of a non-unionised to company and it was important that these working environment and an employee relations remained voluntary in practice. IBEC moreover model premised on individual and direct employee voiced their opposition to the imposition of any engagement. It was also noted that in some regulations governing such practices and suggested companies there was an initial wariness from union that their effectiveness was dependent on the officials with regard to putting in place ‘single table’ quality and commitment of the people who were consultative arrangements that combined union involved in it. The ICTU representative agreed that and non-union representatives. This initial seeking to accommodate one’s own individual work uncertainty however had tended to dissipate once with the role of an employee representative was an the process was up and running and a good important issue and that in this regard it was working relationship had been fostered. essential that the established custom and practice A senior business representative outlined that, in relation to this was at the very least maintained contrary to expectation, quite a number of non- if not strengthened. It would be important unionised firms are actively exploring the mechanics moreover that the forthcoming legislation and/or of putting in place indirect consultation arrange- supporting documentation proactively supported ments in anticipation of the transposition legisla- employees in undertaking a more formalised repre- tion. In part this reaffirms the fact that such sentative role within their respective organisations. companies clearly see no direct relationship between establishing such indirect forms of employ- ee representation and formalised union recognition.

In relation to the selection of employee representa- tives the key principles that would appear to be important are that the process is both independent (of management) and transparent. The NCPP case study review highlights that companies have tended to combine direct elections with designated places for ‘union officials’ to select the employee representatives for their existing employee forums. A business representative confirmed that their experience showed that companies tended to ask for volunteers and then if the number exceeded the requirements there would be elections for the employee representative positions. This process may, in the light of the new legislation, have to 36

Issue: Partnership and In relation to the union’s influence over organisa- organisational decision-making tional decision-making, it was suggested by a HR A number of the case studies that were presented manager, that partnership does provide them with at the regional seminars had formalised partnership- a strategic voice within their company. Even when style structures within their organisations. As such senior executives of the parent company are taking a number of questions were raised about how such major strategic decisions, the unions, through the arrangements impact on the broader process of partnership arrangements, can have a key input organisational decision making. In particular: into how these decisions are implemented in how can partnership be mainstreamed within an practice within the organisation in Ireland. It was organisation?; Do partnership arrangements provide also recognised however that in some of the NCPP’s unions with an input into strategic decision making; case studies, the relationship between partnership and what is the role of consensus decision making structures and organisational decision-making was within partnership arrangements? less clear. Indeed in some instances such forums were clearly more effective at exchanging With regard to mainstreaming partnership within information as opposed to encouraging direct an organisation one senior union official noted that consultation on issues. Finally one senior HR it was critical that the key players – from both the manager noted that while it was important that management and unions sides – are committed to their partnership forum fostered consensus it was and directly involved in the process. Secondly, the not necessary that every decision be underpinned process must be underpinned by effective and by a full consensus. What was important rather comprehensive procedures for enhancing communi- was that each of the decisions that emanated from cation and employee voice. Finally agreed action the partnership forum was premised on real and plans for moving partnership forward have to be effective consultation, in which all representatives put in place. had an opportunity to have an input. dialogue and debate 37

Issue: Staff apathy Issue: Dealing with ‘bad news’ One delegate noted that there was a degree of apathy Given the issues covered by the Directive, how amongst employees in relation to the implementation should any new consultative forum deal with news of the forthcoming Directive. In particular there that is potentially problematic for the company, was a view that this Directive would not change how employees or both? things are currently done within organisations. A senior HR manager stipulated that if any partner- A senior union official stated that those organisa- ship or consultative forum is going to be effective it tions that already had well established IR structures, would have to deal with both good and bad things. existing partnership arrangements and/or a culture It does take time, however for such forums to of staff engagement and consultation would enthu- develop the skill, experience and relationships that siastically embrace this Directive and be seen to will enable them to deal with difficult issues. In his put in place arrangements that complied with it. experience fostering real and effective consultation Organisations lacking such characteristics would be will always produce better decisions even in relation much slower to respond to the objectives of the to contentious issues. Directive. Thus paradoxically the Directive would initially have the biggest impact in those Conclusion organisations where it is least needed. Addressing This chapter has provided a summary overview of both managerial and employee apathy will take the key issues and responses that were generated time and as such it is important that the social by the open ‘question and answers’ session that partners and the relevant public agencies strongly was an integral part of each of the four regional promote the benefits associated with improving seminars. These sessions provided all of the partici- existing practices in relation to informing and pants – social partners, employers, union officials, consulting with staff. A senior business representa- employee representatives and employees – with an tive suggested that in some instances, the lack of opportunity to highlight key concerns, share enthusiasm for a new initiative might reflect the information and engage in social dialogue - based fact that the existing approaches to engaging with primarily on their own practical experience and staff are working effectively and that there is no insights. As such it made a valuable contribution to major demand for new arrangements. It was noted the overall learnings from this project. however that the social partners and public agencies do have a responsibility to provide information, advice and guidance to companies on this matter and that this could help to address some of the apathy that may exist.

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Chapter 7 Conclusion

This report has provided a summary overview of the proceedings at the four regional seminars that the National Centre for Partnership and Performance, in conjunction with ICTU and IBEC, hosted on the subject of ‘Information and Consultation – A Case Study Review of Current Practice’.

At each of the four regional seminars, the NCPP This series of seminars also provided the main Irish presented a detailed discussion of the key lessons social partner organisations, the Irish Congress of and findings from its case study review of current Trade Unions and the Irish Business and Employers information and consultation practices in fourteen Confederation, with an opportunity to articulate public and private sector organisations. In addition their views on both the implications of the to providing an overview of the range of practices European Employee Information and Consultation and procedures that organisations are currently Directive and also on the broader issues of employ- utilising, these presentations focused primarily on ee involvement and participation. The ICTU the potential benefits associated with good practice expressed their strong support for this new in relation to informing and consulting with Directive highlighting that not only did it confer on employees. In particular the NCPP’s research employees a core fundamental employment right highlights that informing and consulting with staff but also that it represented a real opportunity to can contribute to improvements in overall perform- make a crucial difference as to how enterprises ance, competitiveness, employment relations and seek to manage change and resolve problems. In the capability to manage and anticipate change. particular the ICTU stipulated that the forthcoming Creating opportunities for employee voice and transposition legislation must be viewed by individ- dialogue also generates tangible benefits for staff. ual organisations as a significant opportunity to The NCPP’s work, however, also reveals the various build trust, to harness staff support for change and challenges that organisations will have to address to encourage joint problem-solving solutions within in seeking to comply with the requirements of the companies. It was also considered critical, however, Directive. Although these challenges are very real, that this legislation incorporated a number of key the Directive should be viewed as an opportunity to principles in relation to employee representation mainstream practices and procedures that are and the role of employee representatives. designed to enhance commitment, improve problem solving, and achieve key organisational goals. Finally the NCPP highlighted a number of principles of good practice that employers, employ- ees and employee representatives should consider when designing their own organisational level arrangements for informing and consulting.

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Although generally supportive of the aims associat- Interestingly one of the largest trade unions in the ed with new Directive, IBEC stressed that it was crit- country also confirmed that improving the quality ical that the transposition legislation should not in of employee participation and fostering a any way impede competitiveness or organisational partnership-style ethos was an integral part of flexibility. It was specifically important that the their collective bargaining agenda. In this context transposition legislation embraces the full diversity enhancing current practice in relation to employee of approaches to employment relations that exist information and consultation was viewed as within Irish businesses, including those organisa- especially important as it provided a strong tions that operate on the basis of direct employee foundation for achieving other key elements of engagement. As such the legalisation should estab- the union’s integrative agenda. lish a general framework, within which there would Finally an integral part of each of the four regional be sufficient flexibility for individual organisations seminars was an open debate and discussion to customise and tailor arrangements in accordance amongst all of the delegates. This social dialogue with their own preferences and employment provided all of the participants – social partners, relations culture. It was also considered important employers, union officials, employee representatives that the forthcoming legislation satisfactorily and employees – with an opportunity to highlight addresses a number of other issues of potential key concerns, share information and debate both concern for IBEC and its member organisations. specific issues that had been articulated in the The eight case studies that were showcased at the formal presentations and also more general series of regional seminars confirm that organisa- concerns relating to the European Employee tions are adopting a relatively progressive and Information and Consultation Directive. These open approach to informing, communicating and discussions reaffirmed the strong support that consulting with employees and/or employee repre- exists amongst all the various stakeholders for the sentatives. Indeed, one organisation demonstrated general aims and objectives of the new Directive. that it had negotiated a new agreement with its This dialogue, however, also revealed the very real trade unions that will establish a comprehensive challenges that organisations will have to address and sophisticated consultative framework. This not only in seeking to comply with the require- company-level agreement moreover pre-empts the ments of the Directive but also in realising the full forthcoming transposition legislation. Although potential associated with enhanced employee the Directive has served to focus attention on the involvement and consultation. The fact that this issue of employee information and consultation, deliberation drew strongly on the practical the case studies strongly suggest that organisa- experience and insights of practitioners ensured tions have also clearly identified communicating, that it made a valuable contribution to the overall informing and engaging with staff as an integral learnings from this project. part of their business and organisational strategies. It is particularly evident that the more progressive organisations have recognised that employee involvement, underpinned by effective mechanisms for voice and dialogue are not additional extras but rather integral elements of their strategies for achieving change, innovation and higher performance.

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Appendix A Attendance List for Information and Consultation Conferences, 2004

NCPP Offices, Dublin Donal Duffy Eddie Humphreys Ray Mullen Tuesday 18th May Irish Hospital Consultants Nestle (Ireland) Ltd Royal and Sun Alliance 2004 John Fitzgerald Marie Hunt Keiran Mulvey Dublin City Council Skillnets Labour Relations Commission Gary Acton Mark Fitzgerald Tom Kelledy Noel Murphy GE Interlogix Bausch & Lomb Ltd Enterprise Ireland ESB Adrian Beatty Finbarr Fitzpatrick Frank Kelly Jack Nash IBEC Midwest Irish Hospital Consultants Dublin City Council SIPTU Liam Berney Jerome Forde Jack Kelly Martin Naughton Congress Allied Irish Banks Ltd Dublin Health Services SIPTU College Branch Ann Blair Norbert Gallagher Pat Neill GE Interlogix IPC Ben Kenny ATGWU An Post Derek Bryan Pat Gallagher Ide Ni Fhaolain Beckman Coulter Baxter Healthcare SA Jennifer Lee GMIT Jurys Doyle Hotel Group Tony Byrne Rory Gammell Peter Nolan Dublin City Council Intel Frank Leetch IMPACT Electric Kevin Callinan Chris Gavigan Pól Ó Duibhir IMPACT LANPAG Damian Lenagh Department of Finance Aer Rianta John Campion Kevin Gavin Claire O’Connor ESB Bord na Mona Larry Lynam National Disability Authority Tegral Metal Forming Sheila Counihan Frances Gaynor Catherine O’Donovan Barnardos DETE Brendan MacPartlin Dublin City Council School of Bus & Humanities Ultan Courtney Declan Glynn Terry O’Neill Cantrell & Cochrane TUI Mary MacSweeney Skillnets Ltd Dublin City Council Hugh Cousins Jack Golden Turlough O’Sullivan TESCO Ireland CRH plc Gerry Maguire IBEC Dublin Bus Deirdre Curran Libby Gribbon Niall O’Donnellan NUIG Marks & Spencer Finbar Maguire Enterprise Ireland TEEU Patricia Curtin John Guinan Breda O’Toole FAS Bank of Ireland Colette Mason IDA Dell Ireland Pat Daly Eugene Hanly Michael Owens Medtronic Roches Stores Belinda McCarthy Vhi Dublin National Maternity Hospital Esther-Mary Darcy Gillian Harford Johnny Parkes WHB AIB Group Michael McDonnell Electric Paper Company CIPD Ireland Majella Darcy Michael Hayes John Peters Superquinn SIPTU John McGarry Tegral Metal Forming Deloitte and Touche Pat Delaney Sean Heading Rosemary Platt IBEC ETS Ray McGee IBOA Labour Relations Commission Tony Dobbins Dr Fraser Hosford Tony Plunkett IRN Publishing Forfás Michael McGinty Glanbia House Dublin City Council John Dolan Fintan Hourihan Breda Power Allianz Irish Medical Organisation Liam McSpadden DETE Beckman Coulter John Donovan John Power Vhi Dublin Declan Morrin Irish Hotels Federation Labour Relations Commission 41

University of Limerick Marie Nagle (Main Campus) Irish Nurses Organisation Thursday 17th June Leona O’Connell 2004 Hamilton Sundstrand Shannon Adrian Beatty IBEC Mid-West Region Niamh O’Connor Paddy Reilly Shannon Aerospace Ltd ESB Group of Unions Therese Brady Lighthouse Organisational Liz O’Keeffe Peter Rigney Consultants Roche Ireland Limited ICTU David Breen Trudi O’Sullivan Adrian Sanders Castlebar and District FEXCO GE Interlogix Trades Council Mary Jo Parker Jerry Shanahan John Brennan Veritas Software AMICUS Union IBEC Western Region International Ltd Sean Silke Chris Chapman Grainne Power Medtronic Athlone/Carlow Institutes Halifax Insurance Ireland David Silke of Technology Lorraine Powell NESF Frank Connell Veritas Software Paul Smith Stryker International Ltd SIPTU Marie Connolly Maria Quaid Paul Sullivan Shannon Development Schwarz Pharma Limited Dublin Institute of Niamh Cordon Helen Rouine Technology Mentor Graphics INO Gerry Talbot Michael Cusack Denise Shaw Kelly GMIT Wyeth Nutritionals Brothers of Charity Services, Paul Teague Limerick Breda Fogarty School of Mgmt & Economics INO Robert Sillery Vivienne Tegg Brothers of Charity Mary Gallagher South Eastern Health Board Services, Limerick IRETEX packaging Ltd Tony Tobin Joe Wallace Tom Griffin SIPTU University of Limerick Andersen Ireland Ltd Liam Tobin Fiona Walsh John Harrington NBRU Schwarz Pharma Limited Fujisawa Ireland Ltd Sean Tracey Ruari Walsh Michael Keenan ESB Mary Immaculate College Limerick City Council Limerick John Travers Nelius Kennedy Consultant John Whelan Aughinish Alumina Fujisawa Ireland Ltd John Treacy Jackie Madigan Irish Sports Council Fergus Whelan Chorus Communication ICTU Barry Twohig Dan Miller New Ireland Assurance TEEU Mary Twomey Denis Mulcahy Forfas Mid Western Health Board Krizan Vekic Dolores McKee Marino Institute of Technolo- Clare County Council gy Marcus McMahon Donie Wiley Shannon Regional AIB Bank Fisheries Board Jane Williams Andrea Murphy SIA Group Vhi Healthcare 42

Silver Springs Hotel, Imelda Kind Joe Power Cork Cork County Council Waterford Institute of Technology Thursday 14th October Julia Kelly 2004 NCPP John Power IMPACT John Brennan Finbarr Long IBEC Cork City Council Anita Power Dulux Paints Ireland Ltd John Buckley Louise Lynch Eli Lilly Pepsi Co. Kieran Quigley Suir Engineering Ltd Mary Cahill John Moloney IBOA Cork City Council Ger Stack Cork County Council Dolores Callanan Pat Moore IMPACT Cork County Council Damian Thomas NCPP Jean Curran Kevin Morrisson Waterford Institute Southern Health Board Con Twomey Allianz of Technology Jim Moynihan Michael Dineen True Temper Ltd Claire Walsh Wexford County Council Irish Nurses Organisation Bernadette Murphy Tess Donovan Cara Partners John Walsh Southern Health Board Cok University Hospital James Murphy Patrick Dorrington EPS Ltd Fergus Whelan ICTU SHB Partnership Committee Eileen MacSweeney Patsy Doyle IMPACT Irish Nurses Organisation Maria McCarthy John Enright Cork University Hospital Cork County Council Noel McShane Patrick Evans Hood Textiles HSNPF Matty O’Callaghan Paddy Flanagan MANDATE Cork City Council Ken O’Connor Gerry Forde Heineken, Cork Wexford County Council Ulrick O’Connor John Flynn Cork City Council Cork City Council John O’Donovan Mary Fuller Cork City Council IMPACT Arthur O’Farrell Gary Geaney IMPACT Cork County Council Siobhan O’Regan Dolores Geary Avery Dennison Cork Institute of Technology Terry O’Regan Carmel Griffin Henry Ford & Son True Temper Ltd Pearce O’Shea Michael Hennessy Cork Institute of Technology G W Biggs & Co. Ltd Paula O’Sullivan Jean Kent Fexco Cork County Council Patricia O’Sullivan Mia-Com Eurotec Operations Teresa Owens Cork County Council 43

Nuremore Hotel, Mary Kennedy Cathal O’Regan Carrickmacross Dundalk Institute National Centre for Friday 29th October of Technology Partnership and Performance 2004 Heidi Lougheed Joan Ryan IBEC Monaghan County Council Christy Blake Tara Mines Michael Lynch Majella Sheridan Wellman International Cavan County Council Muriel Bryan Limited Rye Valley Foods, Bernard Sheridan Kerry Group Tom Malone Westmeath County Council NEC Semiconductors Damian Thomas Maurice Cashill Ire Ltd Labour Relations National Centre for Commission Ashley Meehan Partnership and Performance Bose Caroline Croucher Vincent Turley Littelfuse Ireland Aileen Morrissey Monaghan Mushrooms Ltd Mandate Janice Coleman Richard Tighe Celestiga Mark McAlister Gerflow Labour Relations Agency Richard Dalton Claire Walsh Littelfuse Ireland Margaret McCall IBOA Rangeland Foods Ltd Tommy Duffy Fergus Whelan Lakeland Diaries Pat McCabe ICTU Bitech Engineering Tony Dunne ESBOA Michael McCoy Gerflow Tony Fitzpatrick INO Robert McDaid Sligo Council of Trade Unions Dermot Gates Boxmore Plastics Ltd David McGrath Labour Relations Agency Chris Hudson CWU Olivia McMahon Pemstar Ireland Paul Hughes Rangeland Foods Ltd Patricia McQuillan Labour Relations Agency Mai Kearns Our Lady of Lourdes Hospital Caroline McQuaid Rye Valley Foods, John Kelly Kerry Group Tara Mines Harry O’Brien Julia Kelly MANDATE NCPP Joe O’Loughlin Atlantic Industries Eoghan O’Neill Tara Mines Michael O’Reilly Boxmore Plastics Ltd

National Centre for Partnership and Performance

16 Parnell Square Dublin 1, Ireland

Telephone 353.1.8146300 www.ncpp.ie

The National Centre for Partnership and The Centre’s mission is to: Performance was established by the p Support and facilitate Irish organisa- Government in June 2001 to support and tions in the private and public sectors, facilitate change through partnership in to respond to change and to build the Irish workplace. capability through partnership

p Bring about improved performance and mutual gains

p Contribute to national competitive- ness, better public services, higher living standards and a better quality of work life

p Develop a vision for the workplace of the future.