Es Telework for life-work reconciliation in EU: promoting women participation and mobility Guía/manual sobre cómo implementar políticas de flexibilidad laboral en la empresa 2011-1-ES1-LEO05-36491 This project has been founded with support form the European Commission. This publication reflects the views only of the authors, and the Commission cannot be held responsible for any use which may be made of the information contained therein. www.women-in.eu Teletrabajo para la conciliación de la vida laboral y personal en la UE. Promoviendo la participación y la movilidad laboral de la mujer GUÍA/MANUAL SOBRE CÓMO IMPLEMENTAR POLÍTICAS DE FLEXIBILIDAD LABORAL EN LA EMPRESA Acuerdo n° 2011-1-ES1-LEO05-36491 1 Teletrabajo para la conciliación de la vida laboral y personal en la UE. Promoviendo la participación y la movilidad laboral de la mujer INTRODUCCIÓN A finales del siglo 20, la tecnología revolucionó el lugar de trabajo y en lo que va de siglo 21 se aprecia una evolución aún mayor. Ordenadores portátiles, smartphones, tablets, agendas electrónicas y otras innovaciones han hecho que el trabajo sea cada vez más independiente de una ubicación física concreta. Durante los últimos años, el teletrabajo utilizando medios que permiten la comunicación a distancia en tiempo real (teléfono e Internet sobre todo) han ido ganando una gran aceptación. Un creciente número de empresas usa estos medios para aumentar la productividad de sus trabajadores y disminuir costes. Los resultados indican que todas las empresas modernas deberían al menos considerar aplicar medidas de fomento del teletrabajo siempre y cuando sea posible. En la actualidad, los teletrabajadores europeos suponen aún un porcentaje muy bajo respecto al total de trabajadores pero se espera que de la crisis económica surja un nuevo impulso a esta forma de trabajo. El colectivo más interesado en el teletrabajo son las madres trabajadoras. La participación de la mujer en el mercado de trabajo se ve afectada por su ciclo biológico y por los estándares y estereotipos sociales que anteponen aún el trabajo doméstico como su principal función. Muchas de estas mujeres a su vez puede que hayan sido educadas por madres trabajadoras, muchas además poseen formación superior pero la combinación de trabajo y maternidad resulta muy complicada emocional y financieramente. Su alto nivel educativo y su familiaridad con las nuevas tecnologías e Internet les permiten un más fácil acceso al teletrabajo, lo que facilita a su vez la combinación de esos dos aspectos de su vida. Además de teletrabajo, en la literatura específica se han utilizado también otros términos, como trabajo a distancia, trabajo remoto o trabajo desde casa, cada uno de ellos con ligeras diferencias de matiz acerca de cómo se realiza el trabajo. Colectivamente, estos términos describen el teletrabajo como una forma de flexibilidad laboral que capacita a los trabajadores a acceder a su actividad laboral desde distintas y remotas ubicaciones a través del uso de tecnologías de la información y la comunicación. Teletrabajo es, de esta manera, simplemente una forma de cumplir con el trabajo desde distintas ubicaciones. Puede servir a distintos propósitos (y tener múltiples beneficios) cuando se implementa con efectividad en una organización. Los beneficios del teletrabajo son particularmente interesantes en las siguientes áreas: Reclutamiento y retención de los mejores trabajadores, particularmente nuevos trabajadores. Ayuda a los empleados a conciliar más eficientemente su jornada laboral con su vida personal. Acuerdo n° 2011-1-ES1-LEO05-36491 2 Teletrabajo para la conciliación de la vida laboral y personal en la UE. Promoviendo la participación y la movilidad laboral de la mujer Reduce la congestión del tráfico y las emisiones de CO2, reduciendo la contaminación y por tanto mejorando el medio ambiente. Permite a las empresas ahorrar en costes tangibles e intangibles. Asegura la continuidad del trabajo de las funciones esenciales de las organizaciones en el caso de emergencias locales o nacionales. Esta guía o manual pretende ayudar a directores de recursos humanos y empleados a ser capaces de incorporar el teletrabajo en el funcionamiento habitual de la empresa así como a implementar políticas de flexibilidad laboral en las organizaciones. MARCO LEGAL El artículo 2 del Acuerdo Marco Europeo para el Teletrabajo 2002 (a partir de ahora Acuerdo Marco Europeo) señala que: “Teletrabajo es una forma de organizar y/o actuar en el trabajo, usando tecnologías de información, en el contexto de un contrato o relación laboral donde el trabajo ejecutado habitualmente en las dependencias del empleador se realiza fuera de esas dependencias de forma habitual”. MARCO REGULADOR El artículo 139 del Tratado de la UE prevé dos opciones para la implementación de los acuerdos concluidos por los agentes sociales a nivel europeo. Una opción es la implementación “de acuerdo con los procedimientos y prácticas específicas en el entorno laboral en los estados miembros”. Esta opción es conocida como ruta autónoma o acuerdo autónomo. La segunda opción es solicitar una decisión al Consejo de Ministros. Los agentes sociales europeos, más concretamente la ETUC, por parte de los sindicatos, y Business Europe junto a la CEEP y la UEAPME, por parte de la patronal, han concluido tres acuerdos marco. Estos acuerdos han sido traspuestos en tres directivas: Directiva sobre baja por maternidad/paternidad (Directiva del Consejo 96/34/EC de 3 junio de 1996), Directiva sobre trabajo a tiempo parcial (Directiva del Consejo 97/81/EC de 15 de diciembre de 1997) y Directiva sobre trabajo a tiempo definido (Directiva del Consejo 1999/70/EC de 28 de junio de 1999) y ahora son parte integrante del acervo comunitario. El Acuerdo Marco Europeo en Teletrabajo ha sido el primer acuerdo europeo de este tipo, lo que ha resultado en distintas formas de medidas de implementación y no una en concreto. Acuerdo n° 2011-1-ES1-LEO05-36491 3 Teletrabajo para la conciliación de la vida laboral y personal en la UE. Promoviendo la participación y la movilidad laboral de la mujer Teletrabajo: conceptos e implicaciones Normalmente se dan tres tipos de teletrabajo: trabajo desde el domicilio del trabajador, oficinas satélite y trabajo basado en movilidad. Trabajo desde el domicilio se refiere a los empleados que normalmente trabajan en su propio hogar, aunque no necesariamente (in en realidad no suele ser así) todos los días. Los trabajadores en domicilio propio que son autoempleados o que no tienen ninguna conexión con un lugar de trabajo central no son considerados teletrabajadores. En las denominadas oficinas satélite, los trabajadores trabajan fuera del hogar y también fuera del lugar habitual de trabajo, en una ubicación que resulta conveniente para el empleado y para los clientes de su empresa porque se reduce el tiempo de desplazarse de un lugar a otro. Son en cierto modo filiales cuyo propósito es reducir el tiempo de desplazamiento al lugar normal de trabajo del empleado. La oficina satélite está equipada con mobiliario de oficina y equipos proveídos por la empresa, además, también puede haber apoyo administrativo. Finalmente, en contraste a los teletrabajadores que trabajan desde una ubicación específica fuera de la oficina principal, los trabajadores móviles son aquellos que se desplazan frecuentemente usando las TIC para trabajar desde casa, desde un medio de transporte o desde un hotel, comunicándose con la empresa cuanto es necesario. Son normalmente comerciales, directores de marketing o asesores financieros. De acuerdo a la literatura consultada, los principales beneficios del teletrabajo para las compañías son los ahorros en espacio para oficina (son necesarias oficinas más pequeñas con el consiguiente ahorro en costes de alquiler o compra) y el incremento en la productividad de los empleados. En cuanto a estos últimos, el teletrabajo les ofrece una mayor flexibilidad laboral y un ahorro en costes de transporte (medible tanto en tiempo como en términos monetarios). Las principales desventajas o barreras del teletrabajo son el acceso a las TIC y la integración del teletrabajo en la estrategia de la compañía y en su estructura organizativa, así como la motivación de los trabajadores y el control sobre su trabajo. Las desventajas del teletrabajo tienen implicaciones de género, especialmente el teletrabajo que se realiza íntegramente en el domicilio del empleado. Los teletrabajadores corren el riesgo de ser excluidos dentro de la política laboral de la empresa, por ejemplo en los ascensos de categoría laboral, precisamente por su falta de visibilidad. El aislamiento social también es algo común a todos los teletrabajadores, excepto aquellos que combinan el teletrabajo con una presencia habitual en la oficina. El teletrabajo ha sido a menudo visto como una vía para que las mujeres combinen el trabajo remunerado con el cuidado de los hijos. Conviene hacer aquí una distinción entre teletrabajo y trabajo desde el domicilio. Trabajo desde el domicilio tradicionalmente ha implicado bajas habilidades tecnológicas, bajas cualificaciones profesionales, bajos salarios y trabajo de escasa importancia y han sido típicamente las mujeres quienes trabajaban de esta manera. Por otra parte, el Acuerdo n° 2011-1-ES1-LEO05-36491 4 Teletrabajo para la conciliación de la vida laboral y personal en la UE. Promoviendo la participación y la movilidad laboral de la mujer teletrabajo ofrece las mismas ventajas en cuanto a que se desarrolla desde el propio domicilio del trabajador pero hace referencia a un trabajo de mayor calidad. El teletrabajo fue en principio considerado como un acto de compromiso hacia la mujer para facilitarle la conciliación de la vida profesional y personal. Sin embargo, muchas veces es más una “elección impuesta”, estando además peor remunerado y ofreciendo un menor prestigio profesional. Además, pocos teletrabajos son completamente realizados desde el domicilio y, por tanto, puede no ser la solución para aquéllas mujeres con cargas familiares, como se pensaba al principio. El trabajo desde el domicilio no rompe los roles de género tradicionales, siendo aún las mujeres las que aún soportan la mayor proporción de responsabilidad respecto al cuidado de los hijos. La consecuencia para las mujeres es un agravamiento de su vulnerabilidad como mujeres y como trabajadora, haciendo mucho más difícil equilibrar trabajo y familia y perpetuando su rol tradicional en el hogar (Mirchandani, 2000; Gothoskar, 2000). Las mujeres que trabajan desde el hogar tienden a tener un menor espacio de trabajo y a menudo trabajan en horario intempestivo porque el trabajo doméstico cobra prioridad. Las teletrabajadoras pueden encontrar difícil establecer un ambiente en casa que sea adecuado para ejercer su trabajo. Los niños, especialmente, suelen interrumpir el trabajo de sus madres. Además, el teletrabajo puede empeorar la productividad de la trabajadora si se espera de ella que simultáneamente asuma el rol de madre, educando a sus hijos y el de trabajadora, sacando adelante su trabajo. Esta puede ser parte de la explicación de la baja incorporación de la mujer al mercado laboral. Otro inconveniente es que el teletrabajo puede ser también muy restrictivo (sin una jornada fija, descansos, etc.). En vista de lo mencionado en los párrafos anteriores, algunas de las características relacionadas con el teletrabajo pueden ser percibidas de forma diferente por los responsables de recursos humanos dependiendo de si son hombres o mujeres. De cara a explorar este asunto en mayor profundidad, en la siguiente sección se revisará la literatura disponible en el campo del teletrabajo, de cara a proponer recomendaciones. Common Myths About Telework The statements below are Myths commonly heard in any organization where telework is being introduced. These myths are perpetuated by lack of experience or information about telework and can become barriers to the adoption of telework. The statements indented below each myth were taken directly from the Arizona State University evaluation of the State of Arizona Telework Program, and reference what experienced State employees say about these common myths. I won't know they're working at home. Acuerdo n° 2011-1-ES1-LEO05-36491 5 Teletrabajo para la conciliación de la vida laboral y personal en la UE. Promoviendo la participación y la movilidad laboral de la mujer Supervisors discover they are better able to monitor the work by shifting the focus from how much work the employee looks like he or she is accomplishing to how much he or she actually is accomplishing. By focusing on the work product instead of the work activity, many supervisors find they are better able to communicate clear expectations to their employees. When supervisors and teleworkers agree on job expectations, it often leads to increases in employee productivity and job satisfaction. Many supervisors already use this method of management by results. Mid-level managers and front-line supervisors reported that they felt supervising a telework employee involved a change in management style from management by observation of the job being done to management of the results. The participants routinely reported as positive any changes they made to their management style in order to more effectively supervise a telework employee. As reported by senior managers, logs and time sheets and daily or frequent contact with teleworkers were the most typically used monitoring strategies. State telework pilots consistently show that, after telework for six months, both teleworkers and their supervisors believe that telework has increased the teleworker's productivity. Productivity increases because employees have fewer distractions and interruptions, work at their personal peak times, and are less stressed due to the absence of the commute. The most commonly mentioned benefits of telework by senior managers were increased work efficiency and productivity, and increased employee morale. Teleworkers must have a computer to work from home. Telework is not synonymous with tele-computing. You may only require a telephone to work from home on a part-time basis. . Many employees find the opportunity to telework is so worthwhile they choose to use their personal equipment when equipment is not available from their offices. A computer is not required to telework. Familiarity with telework was related to one's perception as to the suitability of job tasks for working from home. Familiarity also appeared to have some relationship to the perception that computers were necessary in order to telework. Job requirements such as computers, short notice meetings, and access to reference material at the job location may be important factors influencing the decision to telework but were not perceived as significant barriers to telework by State employees. I won't get promoted if I telework. Actually, current research suggests teleworkers are more likely to be promoted than their non-teleworking coworkers according to a study mentioned in the Advanced Management Journal, Summer '92. The reason for this may be that teleworkers tend Acuerdo n° 2011-1-ES1-LEO05-36491 6 Teletrabajo para la conciliación de la vida laboral y personal en la UE. Promoviendo la participación y la movilidad laboral de la mujer to be selected by management because they work well independently and can be trusted to perform well remote from the office environment. Teleworkers must work at home five days a week. Telework allows selected employees to work at home, or a state office location closer to home, one or more days a week. Jobs are really just a collection of tasks. Some tasks must be done at the office. Tasks which may be done away from the office are called teleworkable tasks. The amount of telework an employee may do, depends on how many teleworkable tasks they have each week and whether the equipment required to accomplish those tasks is available. Many tasks, such as reading, thinking, planning or making phone calls, do not require computers and may be saved for a telework day. Teleworkers are not available when you need them. Teleworkers work with their supervisors during training to create an individual agreement where responsibilities are restructured to maintain work group integrity and plan how they will maintain communication with the office and what will be done to meet contingencies. If the teleworker is needed, he or she may be asked to come in to the office or join an emergency staff meeting by conference call. Telework is not for everyone, so it's not fair. Offering the opportunity to work at home is a management option; telework is not a universal employee benefit. Supervisors may select employees who have right tasks, abilities and circumstances at home necessary to telework. Everyone will want to telework. Most people prefer the normal work week. Everyone does not want or need the same flexibility in the work place. Flexibility in the workplace is not usually offered as a universal employee benefit, but at the option of management A strong majority of non-teleworking respondents answered that they perform at least one teleworkable job task on a regular basis. Of non-teleworking participants 83 percent indicated that their jobs task were suitable for telework, but 33% were not willing or didn't have resources at home to enable them to telework. Equipment will be expensive. Many employees find the opportunity to telework is so worthwhile they choose to use their personal equipment when equipment is not available from their offices. Many Acuerdo n° 2011-1-ES1-LEO05-36491 7 Teletrabajo para la conciliación de la vida laboral y personal en la UE. Promoviendo la participación y la movilidad laboral de la mujer agencies have computers that people can take home. Again, we are not saying a computer is required to telework. You may only require a telephone. Teleworkers cause more work for supervisors. Managers and supervisors felt that there was no difference supervising a teleworker or a non-teleworker, this was a non-issue. In all six groups supervisors and managers reported selecting teleworkers based upon their previous good performance. In the majority of cases, the telework employee had to agree upon tasks to perform while telework and this performance was monitored closely. Teleworkers cause more work for coworkers. Before telework, supervisors and teleworkers go through several training exercises to help them determine how they will manage their normal office duties without burdening coworkers. When surveyed, coworkers repeatedly respond that telework does not impede the office routine and that the program should be expanded. Our type of jobs aren't compatible to telework. Research does not verify that complete businesses or categories of jobs are incompatible with telework. Jobs are really just a collection of tasks. Some tasks must be done at the office. Tasks which may be done away from the office are called teleworkable tasks. The amount of telework an employee may do, depends on how many teleworkable tasks they have each week and whether the equipment required to accomplish those tasks is available. Telework is an individual arrangement where responsibilities are restructured to maintain work group integrity. Those arrangements are created by confronting the concerns and working out solutions. The public would not support State employees working from home. Contrary to popular belief, the public understands the need for flexibility in the workplace and is in favor of offering the opportunity to qualified State employees. Almost seven out of ten of those surveyed responded favorably to a plan that would allow qualified State employees to work at home one or two days a week instead of driving to work. The main reason people are favorable to a telework plan is that it would cut down on pollution and reduce traffic. Another frequently cited reason is that telework provides the ability to spend more time with family. Our employees deal with confidential information so they can't telework. Acuerdo n° 2011-1-ES1-LEO05-36491 8 Teletrabajo para la conciliación de la vida laboral y personal en la UE. Promoviendo la participación y la movilidad laboral de la mujer Information security is a legitimate concern but telework should not create a significantly greater concern than is currently the case in the office. During the training, supervisors and teleworkers will go through several exercises to help them take a closer look at what it will be like to work apart from the office one or more days a week. Worksheets help them identify and resolve potential complications before they become problems. IMPLIMENTING A SUCCESSFUL TELEWORK PROGRAM To insure that the implementation of teleworking policies is a success, your telework program planning should be as all-inclusive as you can afford, and seen to be both equitable and reactive to feedback. Otherwise, you may have to deal with suspicion, resentment, anxiety, disillusionment or maybe sabotage in its various forms. The distribution of work away from the traditional office environment of a physically and socially close group of people – a sub culture – can have a profound effect on their lives and on their perceptions of what work is. Managers especially will benefit from teleworking, because poor managers learn to become much better managers, and already good managers become even better managers! Who needs to be involved? The team should be led by the telework "Champion" in the organization. This is usually, but not always, the person who helped to establish the Business Case for telework in the first place. Ideally, this person, if he/she does not have a "C" in his or her title (CFO, CIO, CTO etc.), should have an open channel of communication with someone who does have. The Stakeholders need to cover the following disciplines or activities, even if such a department doesn’t exist: HR – important because: a) they think that their empire is threatened – it isn’t, it will grow in importance, b) their involvement will be critical in the establishment and adjustment of policies and procedures. c) they will be carrying out an indispensable activity – training. Employees (Unions, if applicable) – important because: a) Intellectual Capital is your most valuable asset. b) You don’t have to recruit them, but it would cost you dearly to have to replace them. Finance – important because: a) They won’t believe your numbers unless they are involved in producing them. b) They can apply the needed activity-based cost identification systems. c) They are the ultimate repository of all budgets. Acuerdo n° 2011-1-ES1-LEO05-36491 9 Teletrabajo para la conciliación de la vida laboral y personal en la UE. Promoviendo la participación y la movilidad laboral de la mujer Facilities/Real Estate – important because: a) They think that their empire is threatened – it isn’t, it will grow in importance as office space use becomes more flexible. b) They can bring about the genuine, not notional or projected savings in RE, which can bring the biggest bottom line benefits. IT – important because: a) They can determine the most cost/effective solution that will provide the connectivity needed to get the job done in terms of speeds, levels of security and type – synchronous, asynchronous, via a WAN, VPN, wireless modem and so on. b) They will be a great booster for telework, as it is their creation. Managers – important because: a) They often feel their authority is threatened by not knowing how to control out of sight staff and therefore that telework will stop them getting the job done. b) They feel uncomfortable about the prospect of having to manage by results. 3.) They can make or break a teleworking program. Legal/Risk Management – important because: a) They can identify activities that might go out of control, regarding issues related to insurance, FSLA, OSHA, IPR, software licensing, unofficial teleworking etc. b) They will be reviewing the policy changes and agreements needed to articulate the program. External "Clients" – important because: a, b, & c) They justify the organization’s existence; "No customers, no money…no food." Internal "Clients" – important because: a) They may fear that they will have to carry more workload. b) They could harbor feelings of resentment and jealousy because they are not having money and attention invested in them. c) They can make or break a teleworking program. Assessing Organizational Resources & Deficiencies When assessing organizational readiness, you should avoid becoming a victim of "Paralysis by Analysis"! Much of what follows will be intuitive knowledge to smaller organizations (up to maybe 15-20 employees) because of the daily contact between almost everyone employed and because nearly total knowledge of the organization’s assets, strengths and weaknesses will be known in detail by 2 or 5 key decision makers. However, the larger your organization is, the more impossible it is to be as omniscient and so a more and more formal assessment will be needed. Your project team must determine where it reasonably needs to be on the analysis continuum to be able to have sufficient information to meet senior management’s expectations, and to manage and control the project without paralyzing it with paperwork! a. Benchmarking or Auditing your Resources - physical, technological, human, financial and goodwill. Acuerdo n° 2011-1-ES1-LEO05-36491 10 Teletrabajo para la conciliación de la vida laboral y personal en la UE. Promoviendo la participación y la movilidad laboral de la mujer Determining what you have is the first step in conducting a "Gap Analysis." Then while keeping in mind the extent and type of program you ideally need, you can more easily identify and quantify the new resources needed or those that require reallocation in order to meet your program’s objectives. Some organizations, not wanting to invest in what might be regarded as "just a pilot", will be tempted to choose the least cash cost alternative, which generally translates into including amongst the first phase only those who already personally own what is considered the equipment required. Such a policy carries with it the potential of exposure to issues of unfairness and discrimination. Also, organizations that are involved in a product or service that is based on value add from Intellectual Property Rights (IPR), should check with legal council for clarification, because it can be argued that the ownership of IPR-based products may follow the ownership of the equipment on which they are produced. Benchmark/Audit attitudes to identify & assess the intensity of any concerns or fears both within & outside the organization. Include attitudinal questions that will identify what training, guidance and support is required to provide the skills, disciplines and working knowledge of the tools needed to make a program successful. It should be determined, on a 360° basis, what manager’s and their staff’s attitudes are towards each others’ business-related abilities or lack of them. Quantify the intensity of opinions on these issues, say on a scale of 1-10 (rather than simply satisfactory/unsatisfactory), so that later you will be able to detect small shifts in opinion and so judge more accurately what’s working, what’s not and what changes that might be needed to be make to fine tune training and support. Try to find out what affect adopting a Telework strategy might have on: Management Issues: Quality of work Quantity of work Productivity Labor Turnover Sick Leave Teamwork Internal Communications Corporate Identity Colleague Stimulation Security You must decide what determines "Quality" You will need to develop metrics for this one. Ditto How much might telework reduce recruiting needs & costs? How much do the respondents think telework will affect it? Ditto Ditto Ditto How much do colleagues stimulate good actionable ideas? How much might information/data/records be put at risk? Acuerdo n° 2011-1-ES1-LEO05-36491 11 Teletrabajo para la conciliación de la vida laboral y personal en la UE. Promoviendo la participación y la movilidad laboral de la mujer Smoking Loss of Control Management Style Loss of "Empire" Accessibility of Staff How much time is spent on "Smoke Breaks"? How big is the "Out of Sight, Out of Control" fear? Level of comfort with using results oriented management How big is the fear of losing status if staff is not visible? How big is the fear of being unable to contact needed staff? Delegating Work Will telework make this easier or more difficult? Work Information Flow How much will having remote workers affect workflow? Work Support Will telework mean more or less of a workload for nonteleworkers? Office/Travel Expense Control What affect will teleworking have on these cost centers? Environmental Impact How much might teleworking help the environment? Ability of Disabled to Work How much might teleworking help the disabled to work? Disaster Recovery/Avoidance Extent teleworking will help you avoid/recover from disasters? Personal Issues: Opportunity to be Promoted Do respondents think teleworking will hurt their chances? Work Support Will telework mean more or less of a workload for nonteleworkers? Management Style Comfort level working under results oriented management? Office/Secretarial Duties How willing or able to do own clerical work? Colleague Stimulation How much will this change for better or worse? Isolation How much will loss of workplace social contact matter? Self-Discipline How hard will it be to start work, be able to stop working & to not lose focus? Disruption to Work Concentration Will this be easier or more difficult than at the office? Leisure Time How much will your leisure time be affected by telework? Family Time Will teleworking give you more or less? Time with Friends/Neighbors Ditto Environmental Impact How much might teleworking help the environment? Commuting Time How much will telework have a positive or negative affect? Commuting Costs/Subsidies Ditto Meal & Beverage Costs Ditto Clothing/Personal Grooming Costs Ditto Personal Health Ditto Stress Levels/Morale Ditto Flexibility to Set Own Work Hours Ditto Design of Work Space Ditto Acuerdo n° 2011-1-ES1-LEO05-36491 12 Teletrabajo para la conciliación de la vida laboral y personal en la UE. Promoviendo la participación y la movilidad laboral de la mujer Dress Code Ditto Smoking Do you? Unfamiliarity of Teleworking How much employees fear the unknowns of remote work? Loyalty to Employer How much might telework stop you seeking another job? Client (both Internal & External) Issues: Complaints Monitor how much they change over time? Response Times Ditto Category of Complaints Ditto Seamless Service Have clients had cause to notice adoption of telework? Environmental Issues: Increasingly, employers are awakening to the realization that benefits accrue not only to society, but also to their own bottom lines by being seen to be proactively striving to contribute positively to the environment. Investment groups are seeking out "green" organizations, and people prefer to be associated with environmentally responsible employers, their products and services. b. Conduct a cost/benefit analysis The most important assumption to be made relates to the value of employee time. Traditionally it would assumed that the value is the total cost of an employee (basic salary + employment taxes + benefits + overhead) divided by the number of hours worked. However, this costing basis would be a significant understatement of the true cost of an employee while they are being unproductive for whatever reason. The true cost is the MISSED contribution to the organization that is NOT being made because of the different factors identified as impacting productivity. Costs that may incur: • Telework Project Team Manager unless you can divert an employee with equal commitment & status. • Benchmarking and Resource audit surveys. • Implementation training/briefings for all levels. Training is one of the key elements to success. • Capital to enable telework (furniture, hardware, software, support desks & networks). • Ongoing operational costs for extra line charges, "Hoteling" software, FedEx/UPS fees to transfer physical items (files, supplies, spare parts), and home office allowances; to contribute towards the extra costs of working from home such as the beefing up of electrical circuits to carry added loads, additional lighting and security, and the increased use of HVAC, and insurance riders Acuerdo n° 2011-1-ES1-LEO05-36491 13 Teletrabajo para la conciliación de la vida laboral y personal en la UE. Promoviendo la participación y la movilidad laboral de la mujer • The "Opportunity Cost" of having staff involved in the project team, during which time they will not be contributing. • Policy writing, Union negotiations, Regulatory compliance (OSHA, FSLA etc.), and insurance riders to cover the remote work locations, their equipment & software. • Support, which can include, besides training & guidance, field and system engineers, clerical services and help desks. • Periodic program assessments to compare practices against previous survey results. Focus group meetings can reconfirm conclusions drawn from the findings. • Making policy & procedural adjustments to the program in light of experience and survey findings. Assessing Alternative Teleworking Models to suit activities and budget Restraints There are four main types of telework that will result in different configuration requirements, and will enable work either from home, from a telework center/satellite office or as a "Mobile". • The Casual Teleworker (sometimes called Episodic teleworker) usually teleworks irregularly on a special project, in the evenings, to avoid traffic congestion or at weekends. They will need a basic desktop or laptop, a modem to access files or to do research. The biggest issues with this type of teleworker are providing support after hours and security of data and the network associated with getting at that data. Also, because these activities are often done on an ad hoc basis, there is an element of risk control required to prevent the employer being exposed to potential liability. • The Formal Teleworker works at least 1-3 days per week from home. They will need at least a midpriced desktop or laptop with connectivity at a speed that makes videoconferencing possible, the use of a VoIP phone, and to work with large files & graphics. Because they will be making regular and lengthy calls, a second phone line will be needed. Again, support and security are big issues. • The Telework center/Satellite Office-based Teleworker again works at least 1-3 days per week from these locations, which are usually only a short drive from home. Alternatively, they can be used when project teams are away from the main office for short periods. Their needs can be a blend of A & B above, depending on the scope of their activities. • The Mobile works away from the office and will usually only go to the office for special & infrequent meetings, leaving directly from home or their hotel to visit clients and attend meetings. He/she can be on the road for most of the week. To do all this, a powerful laptop with good communications capability, which can be used anywhere, is called for. Wireless/cellular modems now make this possible. Support and security are big issues. Acuerdo n° 2011-1-ES1-LEO05-36491 14 Teletrabajo para la conciliación de la vida laboral y personal en la UE. Promoviendo la participación y la movilidad laboral de la mujer RECOMMENDATIONS FOR THE IMPLEMENTATION OF TELEWORK Market and user orientation The implementation of telework should be embedded in market-related or customerrelated strategies. • The introduction of telework should be based on medium and long-term strategic decisions, not only on short-term cost decisions, because they are not easily reversible. Outsourcing and decentralisation processes of complex activities should be based on a precise definition concerning the type of core know-how that should remain available within the organisation. Outsourcing or decentralisation of low-skilled work by means of telecommunication media should be based on a thorough analysis of customers' and teleworkers' needs and flexibility and the impact of telework on the quality of work. • It should be kept in mind that for the successful flexibilisation of an enterprise through telework, high organisational efforts are necessary in areas such as training and support of the teleworkers, maintenance of the corporate identity, social integration within the firm etc. The introduction of tele-homework or simple desksharing strategies may have an unanticipated negative impact on the identity and social cohesion of the enterprise. • The substitution of employees by freelancing teleworkers may create certain risks for the employer, mainly in sectors of development, information management, customer services and distribution / selling. Experiences with freelance teleworkers have not always been positive. • The impact of the creation of tele-homework jobs as an instrument of desk-sharing and downsizing strategies of larger enterprises has not been thoroughly evaluated by the pioneers of this approach. We know very little about the consequences of this strategy, which should be used only within pilot projects and evaluated by specialists. • Regional policy should support the activities of local and regional network suppliers who are offering a platform for local small and medium-sized enterprises. Labour market policy Telework needs to be supported by an active labour market policy. • The introduction of telework in peripheral regions should be based on or supplemented by continuous processes of upskilling on the job and by regional schemes of vocational education for target groups. • Public grants for private investment by firms establishing teleservice centres, call centres etc. in rural or former industrial regions should only be supported if training is Acuerdo n° 2011-1-ES1-LEO05-36491 15 Teletrabajo para la conciliación de la vida laboral y personal en la UE. Promoviendo la participación y la movilidad laboral de la mujer provided to the teleworkers and if the firms are participating in the infrastructural development of the community. • Telework can best contribute to the general economic performance of peripheral or former industrial regions if local and regional actors develop a concept of providing infrastructure, training and support to freelancing teleworkers and small and medium sized enterprises. • The creation of tele-homework jobs as an instrument of desk-sharing and downsizing strategies of enterprises located elsewhere should not be particularly be supported by local administrations and communities. It can be assumed that this strategy is mainly in the interests of the companies, who are neither contributing to local investment nor improving the local infrastructure. Telework and disabled persons The setting up of telework projects for disabled people should be based on collective training. • Employers should be informed about ways in which telework could answer their internal organisational issues as well as the needs of disabled people. • Potential teleworkers with disabilities should be trained within telecentres to make their personal and vocational skills really adapted to the position offered. • Feasibility studies and test periods should be planned, according to the particular situation of each teleworker. • New markets and services should be identified and developed in which teleworkers can successfully compete if their performance is reduced. Establishment and start of telework The introduction of telework should be based on pilot projects and should be evaluated thoroughly before extending this type of working more generally. • As most enterprises are still inexperienced in the field of telework, the introduction of telework should be based on voluntary pilot projects. They should be evaluated by impartial experts in order to create a climate of trust. • The members of the pilot project should not be isolated or recruited from different departments if possible. It seems to be useful to create complete telework teams from groups which have already been working together. Otherwise the risk of an unsuccessful pilot project is high. • A negative evaluation of a pilot project may lead to a sceptical attitude towards telework for years. Acuerdo n° 2011-1-ES1-LEO05-36491 16 Teletrabajo para la conciliación de la vida laboral y personal en la UE. Promoviendo la participación y la movilidad laboral de la mujer • Training is not only necessary for the teleworkers but also for the managers remaining within the traditional workplace. Managerial staff has to be trained in the effective use of telecommunications and the development of management by objectives. Access to qualifications and training • The introduction of telework should be combined with the development of a new training policy of the enterprise. Education and training should be orientated towards self- learning. There should be analysis of the demand for particular qualifications and coaching measures as well as of existing resources. Training should provide scope for on-going mutual professional exchange between employees as well as between employees and management. • The creation of a permanent body to oversee this area, made up of representatives of management, employees, the works council and external specialists, is recommended. • Apart from participation in internal training measures during working hours, employees should be granted the right of a minimum period of release each year for external training activities, in order to prevent risks of deskilling. • In case of insufficient in-house training resources, enterprises should closely cooperate with specialized training centres. These centres could additionally take over a supervising and support role in the fields of training and personal development for telework and could serve as competence bodies for the introduction and implementation of an enterprise's teleworking processes. Social links Telework requires new communication and interaction methods between teleworkers, employees and employers. • The introduction of telework should be based on a thorough evaluation of the social and psychological aspects of decentralised work undertaken using information and communication technologies (ICTs). This mainly should include a clear definition of the new roles and conditions of interaction between teleworkers and employees in the central office, an analysis of the different communication needs and the implications for the use of ICTs of the working tasks to be fulfilled. This should be done in cooperation with external advisors and with the participation of works council representatives. • Regular meetings for the continuous evaluation of problems arising from teleworker communication (both internally within the company and externally) should be held. Teleworkers should have the right to require appropriate high-specification communication lines, to ensure easy and direct contact to colleagues. Acuerdo n° 2011-1-ES1-LEO05-36491 17 Teletrabajo para la conciliación de la vida laboral y personal en la UE. Promoviendo la participación y la movilidad laboral de la mujer • Regular meetings in the office or by bi-directional telecommunication links to enable the workers and managers to discuss communication problems should be held, in work time. Health standards Existing health standards must be adopted to telework. • The introduction of telework should be linked to a requirement on both the employer and employee to be thoroughly informed about the health and safety risks of the new work arrangement. This should include the necessary minimal standards for technical equipment as well as working conditions. Individual internal or external health and safety inspectors could be responsible for the control of these standards. • The health and safety inspectors, accompanied by a representative of the works council, should have the right of access to the place of telework, with the consent of the teleworkers. • The existing national and European legal frameworks of health and security protection should be checked and if appropriate amended to include aspects of health and security in teleworking. These regulations should refer to working conditions as well as technical equipment. Aspects of telework contracts The following points may be considered appropriate for a telework agreement, covering home-based teleworkers. • The technical equipment in the teleworker's home is provided by the employer. It is of the same technical standard as equipment used elsewhere in the enterprise, is to be used only for professional use and remains the employer's property. If the teleworking project ends or the employee leaves employment, the equipment is returnable to the employer immediately. • Costs incurred by the teleworker (such as electricity, heating, telephone and a proportion of rent payments) are paid by the employer as a flat rate. • Travelling expenses between the enterprise and the employee's home or a meal subsidy are not covered. • Telework from a home workplace implies arrangements to establish when the teleworker can be contacted, and how work performance is to be measured. The worker remains an employee, covered by standard employment laws, social security arrangements, etc. • Both the employer and employee have the right to initiate or to end a teleworking arrangement, allowing for a suitable period of notice. The opportunity to telework is not a right of employees. Acuerdo n° 2011-1-ES1-LEO05-36491 18 Teletrabajo para la conciliación de la vida laboral y personal en la UE. Promoviendo la participación y la movilidad laboral de la mujer • The teleworker fulfils the working time arrangements agreed by contract, which may be shared between the home workplace and the employer's own premises. Electronic monitoring of working times is not allowed without agreement of the works council/trade unions. • Data security requires special measures. Data may not be passed without authorisation to a third party. • Issues of accident prevention, safety and ergonomics at the place of telework are handled in accordance with the relevant legal requirements operating in the rest of the enterprise. Representatives of the employer or works council, and data security or health and safety inspectors have the right to access to the home workplace, by arrangement with the teleworker. SAFETY/OBLIGATIONS Teleworkers must address issues of their own personal safety to be effective while teleworking from a home office. This is not an issue in telework centers, where appropriate workstations are provided. Manager Safety Responsibilities Review safety checklist with teleworker. Managers may have the authority to visit home offices, with advance notice to the teleworker. Manager Security Responsibilities Work with employees to ensure they fully understand and have the technical expertise to comply with agency requirements. Invest in technology and equipment that can support success. Work with employees to develop secure systems for potentially sensitive documents and other materials. Track removal and return of potentially sensitive materials, such as personnel records. Enforce personal privacy requirements for records. CONCLUSIONS Acuerdo n° 2011-1-ES1-LEO05-36491 19 Teletrabajo para la conciliación de la vida laboral y personal en la UE. Promoviendo la participación y la movilidad laboral de la mujer Private employers have found that telework options can have a positive effect on the bottom line in a variety of ways. Some of telecommuting’s benefits to employers have been documented, including improved employment recruiting and retention, reduced expenditures for office and parking space, and productivity improvements for the employer. Clearly some types of telework are primarily about cost savings and increasing workers’ productivity, while others have greater benefits for workers themselves, and thus help attract and retain employees. The benefits of teleworking programs to employers are not guaranteed, but are at least partially within the employer’s power to forecast and affect. Thus, there are a number of entities, including private consultants, non-profit groups, and government agencies, offering assistance in setting up teleworking programs on the premise that such help will improve the chances of success and benefits to employers. Employers are now interested in telework chiefly because the relative price of telecommunication has fallen. This gives businesses an incentive to use it to substitute for or complement more expensive inputs, including labor, to reduce costs and/or increase productivity. This becomes particularly important in a tight labor market. For example, the price of mobile telephone service fell. Many employers now provide mobile employees with mobile telephones to allow them to communicate from wherever they are, saving time, and thus reducing labor costs for their employers. A variety of teleworking’s benefits to employees have also been documented, including savings in time and out-of-pocket costs and greater personal independence as workers seek to broaden their choices of work arrangements, travel, and location. A worker’s time and money are limited and valuable to himself or herself as well as to his or her employer. Thus, if telecommunication allows more efficient use of time, whether for work or for leisure, it also makes time more valuable. This value belongs to the worker if he or she is paid according to output rather than by the hour, though hourly workers also benefit in competitive labor markets. One very concrete reason workers choose to telework, based on the term as defined at the outset of this paper, is to save time they would otherwise spend commuting. However, research does suggest that telework can affect travel patterns, for example causing teleworkers to choose to travel to destinations closer to home. Home workers choosing work over other non-income-producing activities like time-consuming types of recreation and non-essential travel is consistent with the hypothesis that they, like home-based telecommuters, have higher opportunity costs of time than the same individuals in traditional work arrangements. This would also match time use research indicating that highly paid professionals and managers, a group well represented among teleworkers, were among the likeliest to work very long hours. What Issues Does Telework Raise for the future? • Not all workers will have the option to telework, but those who do will have greater flexibility than other workers, allowing them choices not previously available. Acuerdo n° 2011-1-ES1-LEO05-36491 20 Teletrabajo para la conciliación de la vida laboral y personal en la UE. Promoviendo la participación y la movilidad laboral de la mujer • Those able to telework will have greater productivity and thus earn more than other workers. • Because telework depends upon telecommunication, it will be susceptible to different kinds of disruptions than work travel. Gender, education, occupation, income or geographic location may limit an individual’s ability to benefit from the changing nature of work, travel and telecommunication. The consequences of these differences may be magnified by public policy. Many of those able to telework have greater flexibility in work location, and sometimes also in work hours, than those who cannot. This flexibility also gives them additional options in their private lives with respect to when and how much they travel, where they will live, and all of the important dimensions of quality of life that flow from these decisions. For example, choice of work and home location determines whether one lives in a dense urban area, a suburb or even a rural area, and affects the environmental quality and safety one experiences daily, where one’s children go to school, and whether other members of the household will be able to find and keep jobs. Lack of locational constraints will allow a subset of workers to locate in places not previously possible, with potentially significant consequences, while others will remain very constrained. Much telework requires some kind of investment—in hardware or software, a remote workspace and/or in the worker him/herself. Such investment is making teleworkers more productive because it provides them with more complete and current information even when they are mobile, and gives individuals greater control over the use of their time, leading to increased earnings and greater work opportunities. These effects increase the value individuals and employers place on time. Those who do not receive such investment from others, and are not able to make it themselves, will fall further behind in productivity, earnings and opportunities. MANAGERS MUST MANAGERS MAY NOT MANAGERS MAY Implement routine Under normal circumstances, telework in their require that an employee organization to the work from home fullest extent possible Require an employee to work at an alternative worksite (e.g., a telework center) within the employee’s commuting area Treat employees equitably and fairly in implementing telework in their organization Terminate a telework agreement for business reasons, e.g., an employee’s poor performance or a change in the nature of the work Terminate a telework agreement for reasons other than business or performance reasons Acuerdo n° 2011-1-ES1-LEO05-36491 21 Teletrabajo para la conciliación de la vida laboral y personal en la UE. 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