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Annual leave

The Inner House of the Court of Session has issued an important decision, which helpfully clarifies the law where claims for annual leave are made. The case is Russell & Others v Transocean & Others, and involved claims by several hundred offshore workers for annual leave. They worked, almost always, a pattern of two weeks on the installation followed by two weeks off it, and argued that the period off the installation could not count towards annual leave, which had to be taken from scheduled working time. The rota of 26 weeks of work, and 26 weeks of leave, had to be changed to 22 weeks of work, and 30 weeks of leave.

The same principle could be applied to all those who work equivalent patterns in the UK, and beyond, and could in principle have effected every worker if the unions' argument - that holidays had to be taken out of working time - was correct.

The Court held that that argument was wrong. In outline, the Court's decision was:-

1. Annual leave is measured in weeks and is a period of seven consecutive days in which no work is done.

2. The Working Time Directive is an EU measure with a purpose of health and safety, setting minimum standards, so that a week without work is sufficient to meet the objective of having adequate rest. It is measured in quantity, being units of time, and not by the quality of the rest.

3. The entitlement to annual leave effectively acts as a cap on the amount of weeks worked. Under the Working Time Directive, that is four weeks of annual leave, and therefore the maximum number of weeks in which there can be work is 48. In the UK, that has been increased to 5.6 weeks of annual leave, and therefore a maximum of 46.4 weeks in which there can be work.

4. The cap on the number of weeks in which there can be work is in the context of other caps on the quantity of work that apply, primarily (a) 13 hours per day (with 11 hours of daily rest) (b) six days per week (with one day of weekly rest) and (c) 48 hours per week on average over a reference period. Where the working arrangements do not allow such leave to be taken during the course of the day or week, including for offshore workers, compensatory rest can be provided thereafter. This means that the weekly rest is taken not when offshore, but in the first days onshore.

5. The same principle holds good whether the worker works full or part time, or on irregular work patterns. Annual leave can therefore be taken during a period when either some or no work is normally carried out. The important aspect is that for four weeks, each of seven or more consecutive days, there is no work.

6. Annual leave could therefore be taken during the non-worked part of the offshore rota, and the leave provided by that rota was far in excess of the leave required under the Regulations.

7. The Working Time Regulations, which introduced the Directive into UK law, were not framed in a manner that required any different outcome.

This outcome resolves the problem with the unions' argument, that those with leave already built into their work/rest cycles would have to have further leave from the work part of it, so for example teachers would have to have further leave during term time. That was clearly a nonsense. It also confirms that employers cannot require annual leave to be taken one day at a time, for example every Sunday, leaving the Monday to Friday worker having Saturday as weekly rest, but working 52 weeks per year.

The Decision accordingly clarifies what had been a difficult area of the law, with inconsistent decisions, whilst still allowing employees the facility to take their days of leave in periods of less than a week if they wish to, providing that that is on dates that are in accordance with the employers' requirements. At a time of increasing pressure on cost, it is a welcome decision for all employers.

Michael Jones QC and Sandy Kemp, Solicitor Advocate, both partners at Simpson & Marwick, appeared for the successful employers at the Inner House.

If any further details are required, please contact Sandy at sandy.kemp@simpmar.com or by telephoning 01224 624924.

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