From social exclusion to inclusive recruitment

By targeting marginalised groups in society, such as long-term unemployed people and individuals with disabilities, employers can both ease their resourcing difficulties and contribute to social regeneration. Includes case studies of practice at South and East Belfast HSS Trust, Royal Mail and Leeds Teaching Hospital NHS Trust .


LEARNING POINTS

  • The likelihood of being out of work increases with the number of labour market disadvantages confronting an individual - such as living in a region of high unemployment, being over 50 or having a physical impairment.
  • By recruiting people from marginalised sections of society, such as long-term unemployed people, individuals with disabilities, refugees and homeless people, organisations can improve the diversity of their workforces, build a future skills base and help fulfil their corporate social responsibility agenda.
  • Tackling social exclusion is one of this government's key objectives. In his very first speech as prime minister in June 1997, Tony Blair said that it was no coincidence that he had chosen to make his inaugural speech from Aylesbury Estate in Southwark1. Blair's opening remarks set out the new government's intention to address poverty and create opportunities for people in the country's most deprived areas.

    In the same year, the government set up the Social Exclusion Unit, now part of the Office of the Deputy Prime Minister (ODPM). Together with other parts of the ODPM, such as the Neighbourhood Renewal Unit, the Social Exclusion Unit aims to "create prosperous, inclusive and sustainable communities for the 21st century - places where people want to live that promote opportunity and a better quality of life for all".

    The root causes

    The Unit argues that social exclusion is "about more than income poverty"2. Social exclusion happens, it says, "when people or places suffer from a series of problems, such as unemployment, poor skills, low incomes, poor housing, high crime, ill health and family breakdown. When such problems combine they can create a vicious cycle."

    Because of the complex and multi-dimensional factors that can contribute to social exclusion, in 1997 the government put in place a new agenda to tackle both the causes and consequences. The strategy aims to improve social justice, strengthen communities and support long-term economic growth.

    The government has introduced a wide range of public policy initiatives and specific projects to encourage a more inclusive society. Reducing child poverty is a particular concern, but the strategy also places a strong emphasis on countering the economic causes of social exclusion, especially unemployment and low income.

    A 2004 report by the Social Exclusion Unit3 found that the likelihood of being out of work increases with the number of disadvantages experienced by an individual. For example, more than 50% of those with three or more labour market disadvantages - such as being aged over 50 or having low qualifications or skills - are not in employment, compared with just 3% of people without any of these characteristics.

    The employment agenda

    The above report argues that considerable progress has been made in tackling the economic drivers of social exclusion, with an increase in the employment rates of some vulnerable groups. But, it concedes, there are still 4.5 million people of working age living in households where no one is in work.

    The UK may be experiencing record levels of employment, but the high proportion of people who are economically inactive - more than one in three adults - remains a key concern. In view of the tremendous difficulties that some organisations are experiencing in attracting and retaining staff, employers could benefit from taking a wider look at society and broadening their reach to marginalised groups. This could include long-term unemployed people, refugees, ex-service personnel, or individuals with mental or physical disabilities.

    For example, Tesco has an established regeneration partnership programme that aims to recruit long-term unemployed people in deprived areas. Over the past three years, 13 "partnership stores" have been opened, and three more are expected to open this year. The programme has created 3,000 jobs with more than 2,000 people completing the programme.

    As Tesco's corporate affairs manager Shaun Edgeley says: "As well as widening our potential labour market, the strategy aims to build new business markets and support communities. It is a new approach that recruits on aptitude rather than qualifications. The job guarantee is fundamental to the success of these schemes."

    If new recruits successfully complete the initial eight- to 10-week training course, they are guaranteed a job in one of the stores. Retention rates on this scheme are double those of similar schemes that only guarantee an interview at the end. Ongoing retention rates, once staff are in post for workforces in these new outlets, are also double what would be expected in a typical new store. Significant proportions of trainees have been promoted by Tesco and are now being trained for first-line management positions.

    Given the sweeping demographic changes taking place in the UK - specifically, the falling birth rate and an ageing workforce - the only sustainable resourcing strategy for UK organisations is one that embraces untapped sources of talent.

    As well as helping organisations to demonstrate their commitment to the increasingly high-profile corporate social responsibility agenda, such a strategy could also help them build a skills base for the future. In the accompanying case studies, we talk to three employers that are reaping the benefits of such an approach.

    This article was written by Rachel Suff, a freelance employment researcher and writer, rmsuff@dsl.pipex.com.

    1Speech by the prime minister on Monday 2 June 1997 at the Aylesbury Estate, Southwark, available from www.socialexclusion.gov.uk.

    2See www.socialexclusion.gov.uk/page.asp?id=213.

    3Tackling social exclusion: taking stock and looking to the future, emerging findings, 2004, www.socialexclusion. gov.uk.


    Case study 1: South and East Belfast HSS Trust relieves skills shortages

    South and East Belfast HSS Trust employs almost 4,000 people. Like many NHS trusts, the organisation has experienced significant difficulties in recruiting some groups of staff. There were particular problems in hiring to support roles, such as care assistants and home support, and in filling administrative posts.

    "Traditional advertising attracted few, and often no, applications," says Vivienne Walker, HR director. "One part of the service therefore developed a new recruitment strategy that targeted socially excluded groups, such as the unemployed and people with disabilities. The programme for the unemployed aimed to recruit to caring roles while the administrative programme was developed for disabled people."

    Participants were expected to become "job ready" by learning and developing skills essential to their potential role in the workplace. This included the ability to work unassisted and as a team player.

    "Building confidence was one of the principal objectives," Walker explains. "Individual competencies included delivering a consistent standard of customer care to trust users, seeking new and innovative ways of working, and improving care for clients." Team competencies focused on communication with other trainees and workplace colleagues and taking a group approach to problem-solving.

    Typical scenarios of individual participants have been:

    When "Kim" joined the programme she had been unemployed for nine years. She was very shy, lacked confidence and had difficulty in taking part in a group discussion. She wanted to care for people but did not feel capable. She now works as a support worker for clients with mental health difficulties who live in their own homes in the community, contributes well to discussion, acts as a mentor and is on a waiting list for an NVQ Level 2.

    When "John" joined the programme, he had been unemployed for five years. He said he could not have completed an application form satisfactorily and did not know if a caring role would suit him. He now works in the community as a support worker for clients with mental health difficulties. He acts as a mentor, made presentations to the last two groups, is starting an NVQ Level 2 and is actively researching how to get a professional social work qualification.

    According to Walker, the cost per programme compares favourably with other recruitment avenues, such as press advertising. The programme's initial objectives were exceeded, with a higher proportion of its participants being successful at interview than were candidates from open competitions. The turnover rate of people recruited under the programme is 4%, compared with a trust average of 11%. The service that ran the programme has reduced its employment agency costs for temporary workers by 60%.


    Case study 2: Royal Mail delivers diverse recruitment

    The Royal Mail Group includes the well-known post-handling and distribution brands Royal Mail, Post Office and Parcelforce Worldwide. It employs around 200,000 people and its annual turnover is more than £8 billion.

    Over the past few years, Royal Mail has undergone extensive restructuring in order to improve efficiency and service delivery. Its new strategy is based on its people, with corporate social responsibility (CSR) and diversity forming key strands. Resourcing is a priority for the group - it recruits around 2,500 people every month. The organisation experiences severe difficulty in attracting and retaining staff in some areas of the country, particularly those where there is low unemployment.

    Rethinking resourcing

    "We needed to re-evaluate our traditional resourcing practices to meet the demand for new staff," says Martin Blake, head of social responsibility. "This meant appealing to more diverse groups, including those that are socially excluded from work such as 'hidden homeless' and disabled people and ex-service personnel. There are sections of society that represent a key source of untapped talent, and within these groups there are people who have both the desire and ability to work."

    A 2002 pilot programme run by Royal Mail and Business in the Community (BitC) - a long-established CSR charity - in south London successfully recruited eight homeless people. Although the retention rate for this group was positive, the pilot also showed that it was important that the strategic partners provided ongoing support for both the new recruits and their line managers for the first six months of employment.

    Royal Mail has therefore tailored its recruitment approach to meet the needs of those taken on from socially excluded groups, with an extended induction programme to help new employees acclimatise to the work environment.

    Strategic partnerships

    Socially excluded groups in society are, by their very nature, not an accessible audience to reach. The organisation knew that traditional recruitment channels would not be effective and it has therefore formed new, strategic partnerships with a range of voluntary organisations that already have links in the community. As well as the BitC initiative called Business Action on Homelessness (BAOH), Royal Mail has forged relationships with the Employers' Forum on Disability, Mencap, Remploy, the Royal Association for Disability and Rehabilitation (RADAR), the Shaw Trust and Shelter.

    The partnership with BAOH was established in 2004, and the charity matches homeless people with Royal Mail vacancies, ensuring that all candidates are "fit for purpose" and have undergone a thorough background check. When putting people forward for a post, the charity takes on board the qualities and experience of the individual and the job criteria. For example, ex-service personnel could be suitable for a driver or postal delivery worker position, whereas someone with learning difficulties may need less demanding and diverse duties.

    "Helping socially excluded people into employment is a common objective of all these groups and they have provided us and the new recruits with very helpful advice and support," Blake says. "This means that we can manage the process in a responsible and effective way."

    Diverse projects

    Royal Mail has a range of different employment initiatives under way with its partner organisations. They span the UK - for example, at the time of researching this article, the Nottingham area was just about to embark on a pilot scheme with Mencap called "Work Right". Mencap sources potential recruits with learning disabilities to work alongside a "buddy" who helps them get used to a working routine. The organisation is also working with the Refugee Council to open up employment opportunities for both refugees and asylum seekers in London.

    Another project, this time with Remploy, involves recruiting a pool of five people with physical disabilities. Again, an outreach worker is provided by the charity to work alongside the new recruits. Yet another initiative, developed with Enable - Mencap's sister organisation in Scotland - provides support, coaching and employment experience for long-term homeless people.

    Another fledging project involves working with the Ministry of Defence and Project Compass, a partnership initiative providing employment-focused programmes for homeless ex-service personnel. Working with BitC and UK companies such as KPMG and HSBC, the aim of the project is to help people from this marginalised group back into sustained employment. "Around 24,000 people leave the armed forces every year," Blake says. "Some of these are institutionalised and tend to become homeless, so we try and engage them in a resettlement programme before the homeless cycle starts. A significant proportion of existing homeless people also have a service background."

    Business considerations

    The projects under way so far at Royal Mail - and there are several more in the pipeline - have all been successful. Blake's key advice for organisations considering a similar resourcing strategy is to provide adequate outreach help: "Ultimately, we are recruiting some very vulnerable and fragile individuals and they must have the ongoing support that they need, such as buddying and mentoring that is provided as part of Royal Mail's ongoing volunteering programme."

    Blake perceives a number of benefits arising from Royal Mail's socially inclusive recruitment strategy. "The links we have made with voluntary organisations are valuable ones," he says. "Employing people who are socially excluded improves the diversity of the organisation. It shows that we are a caring and responsible employer, and the skills of existing staff are being developed as they coach and mentor new recruits. Ultimately, we are building a workforce for the future."


    Case study 3: Employability at Leeds Teaching Hospitals NHS Trust

    By developing a strategy that aims to attract marginalised groups into NHS careers, Leeds Teaching Hospitals NHS Trust is meeting both its corporate social responsibility objectives and easing its resourcing difficulties. "As the second largest employer in Leeds, we work with other major employers within the West Yorkshire Employer Coalition to direct resources into the areas of highest deprivation as part of our social regeneration strategy," says Maxine Morris, head of HR for recruitment and diversity.

    A sound strategy

    The trust's approach is based on sound empirical evidence. The research shows that, even if people have been unemployed for a long time, they are not readily prepared to travel far to a job. The organisation therefore aims to target socially excluded groups who are local to their prospective place of work. "This theory has definitely played out - and our strategy has paid off," says Morris. "If we hire people close to home, they are far more likely to stay with us and we have 100% retention rates in some areas."

    Since 2000, the trust's education liaison and employability managers have been working independently to draw various groups of people back into employment, but it was only in the past year that they were drawn together into one overarching strategy - "Schools and Colleges and Employability". It is targeted primarily at providing work experience and mentoring for teenagers living in areas of high unemployment, while widening access to pre-employment training and jobs for long-term unemployed people, individuals with disabilities and those receiving incapacity benefit. So far under the initiative, around 500 local people have been recruited into NHS jobs.

    The roles that are open to recruitment in this way reflect the trust's resourcing needs. The ward housekeeper scheme, for example, offers a job guarantee if a participant successfully completes the 10-week pre-employment training programme. There are other programmes for clerical and administrative staff and healthcare assistants.

    "The strategy is not merely intended to recruit to entry-level jobs," Morris says. "Under the new NHS skills and knowledge framework, there are skills escalators to help people progress to NVQ Level 2 and beyond. We are currently working on a transition module for people recruited to a clerical role to be able to train as a medical secretary, for example."

    Stepping stone

    The 10-week pre-employment programme attended by all potential recruits is considered a vital stepping stone to preparing them for employment. "Bearing in mind that people may have been unemployed for a long time, we use this opportunity to iron out any difficulties and get them on track for working life," Morris says.

    The programme provides support for practical issues such as travel to work and childcare arrangements. Benefits advisers also give advice on how participants' employment status will affect benefits and other allowances. Every effort is made to closely match any work placements with the actual shift patterns that the individual will be contracted to work, to give them a realistic preview of the job.

    "A condition of graduating from the programme is that the individual is able to work reliably to the schedule," Morris explains. "We have built up support for these programmes by providing good, reliable recruits for departments, and the success of what we are doing ultimately rests on getting people up to standard so that they can make a meaningful contribution. We need to supply good role models via this recruitment route to gain the buy-in of other managers and colleagues."

    Partners in the community

    It is the strong relationships that Leeds Teaching Hospitals has forged with other organisations and bodies in the locality that has enabled the project to realise the scale and success that it has. Yorkshire Forward, the Regional Development Agency that is responsible for sustainable economic development and regeneration in the Yorkshire and Humber area, was inspired by what the trust had already achieved and saw the potential for setting up a wider coalition of Yorkshire employers to develop similar social exclusion projects.

    The other organisations that partner with the trust in implementing its social exclusion and recruitment strategy include Jobcentre Plus, Mencap, Remploy and the Shaw Trust. Leeds City Council is also a key partner, providing training opportunities and seconding one of its employees to the trust as manager of its Employability strategy.

    A new level

    The trust is fulfilling its social responsibility agenda with the work it has achieved so far with local communities, but it is also one step further in meeting its recruitment shortfall. "We have secured our place in the community but there needs to be a balance between meeting the organisation's needs and those of the areas we serve," Morris says. "Now that we have the infrastructure in place, we can start to plan for the longer term and become more sophisticated about the programmes we run, to ensure that we are combating skills shortages."

    The trust is also broadening the range of groups it targets, for example, by appealing to those receiving incapacity benefit, people with disabilities and refugees. "Our occupational health emphasis is on a positive approach to employment and making adjustments to enable people to work, rather than looking first at the barriers to their participation. We wear the badge of the Two Ticks Symbol with pride," Morris adds.