Changes in workforce demographics have led to an increasing focus on the work–family interface. For example, women’s labor force participation has increased throughout Europe over the past five decades (Eurostat, 2016), and the European Union (EU) has set a target goal of 75% employment among working-age adults (both men and women) by 2020 (European Commission, 2010). Given the contemporary relevance of work–family issues and the substantial variation across countries and regions in government, legal, and organizational factors, it is important to understand how work–family dynamics play out within specific regions. This chapter focuses on work–family issues specifically in Western and Southern Europe. Although there are geographic and geopolitical differences in how people define regions of Europe, based on classifications by the United Nations (UN) and America’s Central Intelligence Agency (CIA), we define Western Europe as encompassing Austria, Belgium, France, Germany, Liechtenstein, Luxembourg, Monaco, the Netherlands, Switzerland, and the United Kingdom. Further, although the UN offers a maximal list of Southern European countries, we choose to define Southern Europe minimally, as comprised of Greece, Portugal, Spain, Italy, and Cyprus. In the following sections, we review the socioeconomic context of the area, where evolving demographic trends are being met with public policy in an attempt to facilitate work–family management. Next, we provide an overview of the relatively brief work–family research history in Western and Southern Europe, a body of literature that has expanded over the past two decades. Then, we review the extant literature addressing work–family issues in countries within these regions to highlight regional trends and findings. Finally, we propose recommendations for future research to advance our understanding of work–family issues in Western and Southern Europe.
Socioeconomic Context
The need to reconcile work and home demands has become progressively more salient due to de-industrialization, modernization, and subsequent changes in the nature of work. At the end of the twentieth century, the changing nature of work from physically demanding industrial jobs to service-oriented work created opportunities for women to engage in paid employment (Crompton & Lyonette, Reference Crompton and Lyonette2006). Gender differences in labor force participation have greatly diminished across Europe (Oláh, Reference Oláh2015), and the resulting participation of both genders in paid work introduces new challenges at both the individual and societal level. Across Europe, de-industrialization has been met with declining fertility rates since the 1970s (Myrskylä, Kohler, & Billari, Reference Myrskylä, Kohler and Billari2009), with rates in Western Europe hovering below the necessary level for population replacement, and rates in Southern Europe remaining well below replacement level (Oláh, Reference Oláh2015). As fertility rates and women’s employment rate serve as indicators of the effectiveness of work–family supports, low birth rates reported in these regions may be indicative of women’s inability to manage work and family in a satisfactory manner (Kuchařová, Reference Kuchařová2009).
The role of the European Union (EU). Declining fertility rates are only one of the notable societal consequences posited to follow from struggles with work–family management. Other consequences include gender inequality, suboptimal productivity, and population aging (Drobnič & Guillén Rodríguez, Reference Drobnič and Guillén Rodríguez2011). As such, policy makers have prioritized the facilitation of work–family management throughout the EU, of which many Western and Southern European countries are member states. In the early 1900s, the EU began introducing directives aimed at facilitating work–life management by providing paid maternal leave, including the Pregnant Workers Directive (CEC, 1992), which ensures fourteen weeks of maternity leave for working mothers. Since then, the EU has implemented the Working Time Directive to limit the number of hours an employee can spend working per day and per week (EU, 2003), and the Parental Leave Directive, which provides three months of maternal and paternal leave for births or adoptions (CEC, 1996). More recently, the European Commission (2015, 2016) has launched consultations with organizations across Europe to understand better the factors facilitating and hindering work–family management.
Although EU-level policies attempt to promote work–family management, the relationship between the enactment of these policies and the public’s experience of work–family issues can be complex. One issue is that these policies often inadvertently promote traditional gender roles, with their basis in normative assumptions about the appropriate duties for men and women (Kuchařová, Reference Kuchařová2009; Lewis, Reference Lewis2001). These policies can impact cultural norms about the ideal way to reconcile work and non-work demands, subsequently impeding working parents’ choices in regards to reconciliation efforts (Hobson, Reference Hobson2011; Lewis, Reference Lewis2001). Many family friendly policies were developed to facilitate women’s participation in paid work in a manner similar to men. As such, women are more likely than men to be targeted as beneficiaries of these policies, further reinforcing gendered divisions of paid and unpaid labor (Aybars, Reference Aybars2007). Policies intended to increase employment opportunities for women, such as state-funded childcare and work hour limits, do little to change societal norms about the division of unpaid labor (Ciccia & Bleijenbergh, Reference Ciccia and Bleijenbergh2014). As a result, many of these policies may inadvertently be perpetuating the gendered division of labor.
Additional issues with EU-level policies are that they may not invariably reduce work- family tension, and may have differential impacts on employees depending on the cultural and political characteristics of a given country (Haas, Reference Haas2003; Haas, Hwang, & Russell, Reference Haas, Hwang and Russell2000). For example, while the French government provides high levels of support for reconciling work and family, French working mothers reported higher levels of work–family conflict than mothers in Western European countries with lesser state-provided supports, such as Great Britain or Italy (Gallie & Russell, Reference Gallie and Russell2009). Thus, more state provisions may not equate to reduced work–family issues. Further, although the majority of working parents across surveyed countries in Western (i.e., Austria, Belgium, France, Germany, Great Britain, Ireland, the Netherlands) and Southern (i.e., Greece, Portugal, Spain) Europe report the desire to reduce their working hours, the preferred amount of working hours varies widely across countries (Lewis, Campbell, & Huerta, Reference Lewis, Campbell and Huerta2008). This country-based variation suggests that EU-level provisions – like those limiting working hours – may not facilitate work–family management equally for employees across member states.
To supplement blanket policies enacted by the EU, organizations may implement their own practices to reduce work–family issues in ways that meet their employees’ needs. However, organization-based work–family initiatives remain marginalized, with most organizations merely complying with governmentally set minimum standards (Kossek, Lewis, & Hammer, Reference Kossek, Lewis and Hammer2010). The adequacy of existing legislation, such as that implemented by the EU, was frequently cited by organizations as a reason for a lack of supplementary work–family policies (BMFSF, 2010). Yet, a study showing that work characteristics play a larger role in work-home tension than home characteristics (Drobnič & Guillén Rodríguez, Reference Drobnič and Guillén Rodríguez2011) highlights the importance of organizational determinants of work–family issues and the organization’s responsibility to facilitate work–family management.
Institutional context. Determining which policies and practices will best promote work–family management can be challenging. There is considerable variation in the prevalence of work–family constructs as well as predictors of these constructs across countries (Dragano, Siegrist, & Wahrendorf, Reference Dragano, Siegrist and Wahrendorf2011; Niedhammer, Sultan-Taïeb, Chastang, Vermeylen, Parent-Thirion, Reference Niedhammer, Sultan-Taïeb, Chastang, Vermeylen and Parent-Thirion2012). To understand these variations across countries in Western and Southern Europe, one must understand the institutional context within which countries develop cultural norms and preferences impacting employee perceptions of work–family constructs. Two popular typologies used to classify countries based on institutional context are Esping-Anderesen’s (Reference 264Esping-Andersen1990, Reference Esping-Andersen1999) and Ferrera’s (Reference Ferrera1996) welfare state typologies. Countries in Western Europe are often classified as one of two types of welfare state – liberal (also referred to as Anglo-Saxon) or conservative (also referred to as continental, corporatist, or Bismarckian). Countries belonging to the liberal regime – including England, Scotland, Wales, and Ireland – maintain that the state should have limited involvement in its citizens’ private lives. These countries provide little state support, leaving families to develop their own practices for reconciling paid and unpaid work (Lunau, Bambra, Eikemo, van der Wel, & Dragano, Reference Lunau, Bambra, Eikemo, van der Wel and Dragano2014). One way in which parents make their own arrangements in liberal welfare states is by coordinating schedules. For example, British mothers reported the highest levels of part-time work among working mothers across Europe (Crompton & Lyonette, Reference Crompton and Lyonette2006). European women in liberal welfare states reported more favorable work–life balance than women in conservative welfare states and those in Southern Europe, a finding potentially fueled by the availability of part-time work (Lunau et al., Reference Lunau, Bambra, Eikemo, van der Wel and Dragano2014). However, although parents in liberal welfare states like Britain often split unpaid labor in a more egalitarian way, long work hours and little state support are thought to be two primary obstacles to work–family management (Crompton & Lyonette, Reference Crompton and Lyonette2006).
Policies implemented in conservative countries – including France, Germany, Switzerland, Austria, Belgium, Luxembourg, and the Netherlands – are often rooted in the values espoused by the Catholic Church and are intended to maintain existing societal patterns, promoting the traditional family and division of domestic labor. Despite many of these countries providing high levels of public support for families, the structure of benefits and taxes further promotes the male breadwinner model (Harknett et al., Reference Harknett, Billari and Medalia2014). For example, although French women benefit indirectly from state-provided supports, these supports are intended to be pro-birth and are not connected to a pro-equality agenda (Jenson, Reference Jenson1989; Crompton & Lyonette, Reference Crompton and Lyonette2006). Consequently, despite extensive state-provided support, entrenched traditional views on the division of domestic labor leave women in France experiencing more work–family conflict than women in other European countries (Crompton & Lyonette, Reference Crompton and Lyonette2006).
In Southern Europe, the majority of countries – including Italy, Greece, Portugal, Spain, Cyprus, and Malta – are classified as familistic (also called Mediterranean) welfare states. Countries in the familistic welfare state regime believe in the centrality of family. The heavy emphasis on family discourages policy makers from implementing family-friendly policies, with family members typically providing care in lieu of state-provided aid. In these countries, women are viewed as caretakers and are often responsible for caring for dependent family members (Drobnič & Guillén Rodríguez, Reference Drobnič and Guillén Rodríguez2011). Employees in Portugal reported more traditional views on division of domestic labor than employees in countries in Western Europe (Crompton & Lyonette, Reference Crompton and Lyonette2006), reflecting deeply entrenched ideas about the women’s role. Minimal public provision is coupled with little opportunity to utilize part-time work to reconcile work and non-work demands (Lunau et al., Reference Lunau, Bambra, Eikemo, van der Wel and Dragano2014), making familistic welfare states inhospitable to women’s employment (Crompton & Lyonette, Reference Crompton and Lyonette2006), such that fewer mothers reported working in Spain and Italy compared to mothers in non-familistic countries (e.g., Finland and the UK, Drobnič & Guillén Rodríguez, Reference Drobnič and Guillén Rodríguez2011). Southern European employees also report less favorable work–life balance than employees in Western Europe (Lunau et al., Reference Lunau, Bambra, Eikemo, van der Wel and Dragano2014). These findings reflect the severity of work–family reconciliation issues in Southern Europe, especially for women and mothers.
Cultural values. The differing policies enacted across the region’s distinct welfare states reflect its diverse cultural values. Differences in values and practices among societies have been defined by the cultural dimensions established in the GLOBE program of research (House, Hanges, Javidan, Dorfman, Gupta, Reference House, Hanges, Javidan, Dorfman and Gupta2004). Societal clustering based on these dimensions suggests that up to four cultural clusters exist in the region: Anglo (e.g., England, Ireland), Germanic Europe (e.g., Austria, Germany, the Netherlands), Latin Europe (e.g., France, Portugal, Spain, Italy), and Eastern Europe (e.g., Greece).
Anglo countries are often competitive and results-oriented, with little formal intrusion in terms of rules (Gupta, Hanges, & Dorfman, Reference Gupta, Hanges and Dorfman2002). In these countries, a strong performance-orientation, little uncertainty avoidance, and an emphasis on merit-based rewards fosters competition. High gender egalitarianism and low institutional collectivism align with the institutional context of these countries, where governments do little to intervene in familial affairs. While countries in the Germanic Europe cluster are also described as competitive (i.e., assertive, individualistic, and results-oriented), they differ from Anglo countries in that countries in the Germanic European cluster tend to value future-orientation and practice uncertainty avoidance (Szabo, Brodbeck, Den Hartog, Reber, Weibler, & Wunderer, Reference Szabo, Brodbeck, Den Hartog, Reber, Weibler and Wunderer2002). Germanic European countries also tend to be lower in gender egalitarianism, aligning with the policies enacted in these countries that support the traditional family.
In contrast to the aforementioned clusters, countries in the Latin European cluster value both in-group and institutional collectivism and only put moderate emphasis on performance. Practices in these countries are defined by high power distance and low gender egalitarianism, reflecting the presence of Catholicism in the region (Jesuino, Reference Jesuino2002). Jesuino (Reference Jesuino2002) notes that Italy, Portugal, and Spain form a sub-cluster separate from France, which may echo the differences in welfare state regimes (i.e., France being a conservative country and the others being familistic countries). While Greece shares this familistic welfare state, it has been included in the Eastern Europe cluster based on cultural values; a cluster defined by group support and gender equality. However, Greece’s reigning values seem to depart from the values of the other countries in this cluster. In fact, some interpretations of the values defining this cluster seem to adequately explain findings only when excluding Greece (Bakacsi, Sándor, András, & Viktor, Reference Bakacsi, Sandor, Andras and Viktor2002).
Overview of Work–Family Research in Western and Southern Europe
Key researchers and contributions. With the widespread decline of the male breadwinner model across Europe, work–family issues became a prominent focus for both policy makers and researchers in the 1990s. EU initiatives attracted scholarly attention, with resultant research focusing on the relationship between these policies and work-related outcomes. Specifically, a body of work developed examining how the enactment of policies developed to aid work–family reconciliation impacts parental employment (e.g., Bruning & Plantenga, Reference Bruning and Plantenga1999). Gornick, Meyers, and Ross (Reference Gornick, Meyers and Ross1997, Reference Gornick, Meyers and Ross1998) investigated international differences in policy and the impact of these differences on maternal employment in both Western and Southern Europe as well as North America and Australia. In the early 2000s, motivated by women’s increasing participation in paid labor and the changing nature of work (Geurts, Rutte, & Peeters, Reference Geurts, Rutte and Peeters1999), research programs in the Netherlands began investigating antecedents and consequences of incompatible work and non-work demands. This early research led by scholars from the Netherlands (e.g., Bakker & Geurts, Reference Bakker and Geurts2004; Demerouti, Bakker, Nachreiner, & Schaufeli, Reference Demerouti, Bakker, Nachreiner and Schaufeli2001; Geurts, Taris, Kompier, Dikkers, Van Hooff, & Kinnunen, Reference Geurts, Taris, Kompier, Dikkers, Van Hooff and Kinnunen2005; Schaufeli, Leiter, Maslach, & Jackson, Reference Schaufeli, Leiter, Maslach, Jackson, Maslach, Jackson and Leiter1996) established models and measures that have influenced work–family research for over a decade.
Alongside others, Netherlands-based researchers continue to advance work–family scholarship today. More recently, researchers from the Netherlands have collaborated with Spanish scholars to further develop work–family research in Southern Europe (e.g., Del Líbano, Llorens, Salanova, & Schaufeli, Reference Del Líbano, Llorens, Salanova and Schaufeli2012; Moreno-Jiménez, Mayo, Sanz-Vergel, Guerts, Rodríguez-Muñoz, & Garrosa, Reference Moreno-Jiménez, Mayo, Sanz-Vergel, Geurts, Rodríguez-Muñoz and Garrosa2009). In Belgium, faculty from Ghent University are examining the relationship between work–family conflict and absenteeism (Clays, Kittel, Godin, De Bacquer, & De Backer, Reference Clays, Kittel, Godin, De Bacquer and De Backer2009), introducing new concepts like specific stress associated with the role of combining work and non-work demands (Vercruyssen & Van de Putte, Reference Vercruyssen and Van de Putte2013), conducting longitudinal studies on work-home incompatibility (Wille, De Fruyt, & Fey, Reference Wille, De Fruyt and Feys2013), and considering the role of work–family conflict in non-response bias (Vercruyssen, Roose, & Van de Putte, Reference Vercruyssen, Roose and Van de Putte2011). Beham, Drobnič, and Präg (Reference Vercruyssen, Roose and Van de Putte2011, Reference Beham, Präg and Drobnič2012, Reference Beham, Drobnič and Präg2014) have explored employee satisfaction with work–family balance and tested models of both work-home interference and work-home enrichment within Germany and across Western Europe. The aforementioned works are only a few examples of the continually evolving research programs addressing work–family issues in Western and Southern Europe.
Many substantive theoretical and methodological contributions originate from the area, particularly from the Netherlands. One such theoretical contribution is the job demands–resources (JD–R) model of burnout (Demerouti et al., Reference Demerouti, Bakker, Nachreiner and Schaufeli2001), which posits that job characteristics can be categorized as either demands (i.e., job aspects requiring physical or mental effort) or resources (i.e., job aspects that facilitate work goals, reduce physical/psychological costs of work, or promote personal growth). The model suggests that (1) high job demands lead to exhaustion, (2) a lack of job-related resources leads to withdrawal, and (3) the presence of these two unfavorable outcomes is an indication of burnout. Today, the JD-R model is a widely accepted and utilized framework for understanding job stress, often used to explore the relationship between job demands, job resources, and work–family constructs (e.g., Bakker, ten Brummelhuis, Prins, & van der Heijden, Reference Bakker, ten Brummelhuis, Prins and van der Heijden2011; Beham & Drobnič, Reference Beham and Drobnič2010) and continually being refined (Schaufeli & Bakker, Reference Schaufeli and Bakker2004; Demerouti & Bakker, Reference Demerouti and Bakker2011; Schaufeli & Taris, Reference Schaufeli, Taris, Bauer and Hämming2014).
Authors involved in developing the JD–R model explored additional models related to the relationship between work and non-work demands, proposing a dual-process model of work-home interference (Bakker & Geurts, Reference Bakker and Geurts2004). Bakker and Geurts built upon the demands and resources aspects of the JD–R to propose that increased job demands lead to exhaustion, which leads to negative work-home interference. The presence of job resources, on the other hand, leads to increased motivation, resulting in a positive impact of work on home behavior. This dual-process model incorporated the Dutch developed effort–recovery (E–R) model (Meijman & Mulder, Reference Meijman and Mulder1998), suggesting a lack of recovery is the mechanism underlying the demands-exhaustion relationship. The continual development and integration of theories developed in the area demonstrates a dedication to improving understanding of evolving issues regarding work–family management.
The Netherlands also contributed a measure of both the direction and quality of work-home interaction known as the Survey Work-home Interaction – NijmeGen (SWING; Geurts et al., Reference Geurts, Taris, Kompier, Dikkers, Van Hooff and Kinnunen2005). Prior to the SWING, most research focused on the detrimental impact of work demands on non-work domains. However, Geurts and colleagues (Reference Geurts, Taris, Kompier, Dikkers, Van Hooff and Kinnunen2005) were interested in developing a measure to assess the potential energizing effects that work could have on non-work aspects of life and vice versa. Recognizing the potentially beneficial and detrimental impact of work-home interaction, as well as the bidirectional nature of this interaction, the SWING measures positive and negative work-home interference as well as positive and negative home-work interference. The SWING has been used by work–family researchers to study the different directions and quality of work-home interactions across Europe (e.g., Bekker, Willemse, & de Goeij, Reference Bekker, Willemse and De Goeij2010; Gracia, Silla, Pieró, Ferreira, Reference Gracia, Silla, Silla and Ferreira2007; Hetty van Emmerik & Peeters, Reference Hetty van Emmerik and Peeters2009).
Conceptualizing work–home interactions. The SWING measure defines work–home interaction as the influence (negative or positive) of load reactions in one domain on behavior in another domain (work or non-work). As such, the four subscales of the SWING measure the negative impact of work on behavior at home, the negative impact of home on behavior at work, the positive impact of work on home behavior, and the positive impact of home on work behavior. Items are worded to conceptualize “home” as a broad, non-work domain with no explicit connection to partnerships or children, making the measure appropriate for assessment of work–home interaction regardless of marital or parental status (Geurts et al., Reference Geurts, Taris, Kompier, Dikkers, Van Hooff and Kinnunen2005).
Although the SWING is a frequently used measure of work–home interaction in the region, Netemeyer, Boles, and McMurrian’s (Reference Netemeyer, Boles and McMurrian1996) American scales of work–family conflict and family–work conflict are often utilized by Western and Southern European researchers as well (e.g., Andres, Moelker, & Soeters, Reference Andres, Moelker and Soeters2012; Camerino, Sandri, Sartori, Conway, Campanini, & Costa, Reference Camerino, Sandri, Sartori, Conway, Campanini and Costa2010; Hornung, Glaser, Rousseau, Angerer, & Weigl, Reference Hornung, Glaser, Rouseau, Angerer and Weigl2011). However, the use of items measuring “family” as opposed to a broader conceptualization of the non-work domain prompts questions about the generalizability of findings yielded by these measures because the scales may fail to pick up load reactions related to non-work domains that employees do not perceive as family (e.g., friends, partners).
The distinct differences between the conceptualization of non-work domains in Geurts and colleagues’ (Reference Geurts, Taris, Kompier, Dikkers, Van Hooff and Kinnunen2005) SWING measures and Netemeyer et al.’s (Reference Netemeyer, Boles and McMurrian1996) two scales introduce a question of construct equivalence in work–family research. Additionally, many of the comparative studies conducted in Europe utilize large, cross-national, archival data sets such as the International Social Survey Programme (ISSP), the European Quality of Life Survey (EQLS), and the European Social Survey (ESS). In many of these studies, researchers construct alternative indices of work–family from various survey items, which further calls into question construct equivalence. For example, Crompton and Lyonette (Reference Crompton and Lyonette2006) utilized data collected via the ISSP (2002), where four items are used to construct a “work–life conflict” scale. These items address different directions of the work–home interaction (e.g., two items address home–work interference, two items address work–home interference), and have different emphases on the non-work domain (e.g., two items address home, two items address family). Drobnič and Guillén Rodríguez (Reference Drobnič and Guillén Rodríguez2011) use a two-item measure derived from the EQLS and a four-item measure from the ESS2 (2004), both of which address only work–home interference. These examples illustrate a lack of construct equivalence, prompting concern over whether studies using data collected via the ISSP can be directly compared to those using data collected via the EQLS or the ESS, and what the indices derived from these surveys truly represent.
Methodological trends. Several methodological trends became apparent when reviewing research conducted in these regions. One such trend is the use of samples from a single country to examine work–family issues within a given country. Although many researchers discuss the generalizability of their findings to studies conducted with samples from other countries or cultures, the majority of studies do not actually empirically compare samples from different populations (e.g., Calvo-Salguero, Martínez-de-Lecea, & del Carmen Aguilar-Luzón, Reference Calvo-Salguero, Martínez-de-Lecea and del Carmen Aguilar-Luzón2012; Cortese et al., Reference Cortese, Colombo and Ghislieri2010). Furthermore, although cross-national comparative research is limited (McGinnity & Calvert, Reference McGinnity and Calvert2009), those studies that do compare across countries often use data collected via the aforementioned international surveys.
Supported by the EU, the European Commission developed several programs of research intended to address socio economic issues directly and indirectly related to work–family issues in Europe. The Fifth Framework Programme (FPS, 1998–2002) supported the Households, Work, and Flexibility Project aimed at examining the impact of evolving forms of flexibility on the reconciliation of work and family life. Research produced within this project includes studies on the influence of working hours on work–family conflict (Cousins & Tang, Reference Cousins and Tang2004), work–home conflict perceptions (Strandh & Nordenmark, Reference Strandh and Nordenmark2006), and gender differences in conflict experiences (Van der Lippe, Jager, & Kops, Reference Van der Lippe, Jager and Kops2006). A subsequent research program, the Sixth Framework Programme (FP6; 2002–2006) supported the Economic Change, Quality of Life, and Social Cohesion (EQUALSOC) Network of Excellence. Associated research investigated the impact of working conditions and household characteristics on work–family conflict (Gallie & Russell, Reference Gallie and Russell2009), the relationship between time- and strain-based conflict on work and family demands (Steiber, Reference Steiber2009), the influence of different kinds of support on satisfaction with work–life balance (Abendroth & Den Dulk, Reference Abendroth and Den Dulk2011), and the relationship between social class and work–family conflict across Europe (McGinnity & Calvert, Reference McGinnity and Calvert2009).
Although these surveys facilitate international comparison across and beyond Western and Southern Europe, they are somewhat limited by their cross-sectional nature. Reflecting a trend in the broader work–family literature, researchers in these countries tend to utilize survey-based, cross-sectional designs with self-report response formats. A notable exception is a study by Falco and colleagues (Reference Falco, Kravina, Girardi, Dal Corso, Di Sipio and De Carlo2012), who used both self and observer (i.e., spouse) responses to assess work–family conflict. In more recent work, researchers have begun to address the limitations of cross-sectional research by employing more complex designs, such as longitudinal and daily diary methodologies (see Andres et al., Reference Andres, Moelker and Soeters2012; Derks & Bakker, Reference Derks and Bakker2014; Derks, Duin, Tims, & Bakker, Reference Derks, Duin, Tims and Bakker2015; Wille et al., Reference Wille, De Fruyt and Feys2013). This recent work features methodological advancements that can provide valuable insight into work–family issues and work–family processes, particularly as they unfold over time.
Research Findings in Western and Southern Europe
As detailed above, the evolution of the work environment and the social, political, and legal changes that accompanied this evolution spurred a great deal of research in Western and Eastern Europe. In the following sections, we review extant research from several countries in this area and highlight research trends and notable findings.
Southern Europe. In Cyprus, the majority of work–family research has focused on both directions of conflict (i.e., work–family and family–work) in relation to work outcomes and attitudes (Karatepe & Kilic, Reference Karatepe and Kilic2007, Reference Karatepe and Kilic2009; Karatepe & Uludag, Reference Karatepe and Uludag2008), finding that work–family conflict negatively relates to job satisfaction (Karatepe & Kilic, Reference Karatepe and Kilic2007; Karatepe & Uludag, Reference Karatepe and Uludag2007) and job performance (Karatepe & Kilic, Reference Karatepe and Kilic2009), and positively relates to turnover intentions (Karatepe & Kilic, Reference Karatepe and Kilic2007). Researchers have also explored demographic (e.g., gender, education, marital status, tenure, number of children, and age) factors in relation to conflict, but have found mixed results (e.g., Karatepe & Uludag, Reference Karatepe and Uludag2007; Karatepe & Kilic, Reference Karatepe and Kilic2007). However, research suggests supervisor support is a useful resource for combating work–family conflict (Karatepe & Kilic, Reference Karatepe and Kilic2007). As published research in Cyprus has focused entirely on the hotel industry, future research should examine employees in other occupations to determine whether these findings generalize to other industries.
In Greece, researchers have largely focused on organizational and individual antecedents of employee perceptions of and reactions to work–family conflict. This focus is potentially fueled by the disconnect between the changing nature of the Greek work environment and the lack of family-friendly policies and attitudes at both the organizational and national levels, which is reflective of prevailing traditional views toward women. Glaveli, Karassavidou, and Zafiropoulos (Reference Glaveli, Karassavidou and Zafiropoulos2013) found that family-supportive organizational culture and family-supportive management were negatively related to work–family conflict perceptions and family supportive management was positively related to job satisfaction. Further, quantitative job demands (i.e., work overload and work pressure) and emotional demands were positively linked to emotional exhaustion and emotional demands were positively linked to depersonalization directly and indirectly through work–family conflict perceptions (Montgomery et al., Reference Montgomery, Panagopolou and Benos2006).
Traditional conceptions of gender roles also pervade Italian society, and Italy has been slow to adopt and implement work–family reconciliation policies consistent with the EU’s gender equality directives (Donà, Reference Donà, Forest and Lombardo2012). Research in Italy has examined stereotypically female occupations, such as teachers (Guglielmi, Panara, & Simbula, Reference Guglielmi, Panari and Simbula2012; Simbula, Reference Simbula2010) and healthcare employees (Camerino et al., Reference Camerino, Sandri, Sartori, Conway, Campanini and Costa2010; Cortese et al., Reference Cortese, Colombo and Ghislieri2010; Russo & Buonocore, Reference Russo and Buonocore2012). Researchers have also linked work–family conflict to job satisfaction (Buonocore & Russo, Reference Buonocore and Russo2013; Cortese et al., Reference Cortese, Colombo and Ghislieri2010), mental fatigue (Guglielimi et al., Reference Guglielmi, Panari and Simbula2012), emotional exhaustion (Camerino et al., Reference Camerino, Sandri, Sartori, Conway, Campanini and Costa2010; Simbula, Reference Simbula2010), as well as sleep and presenteeism (Camerino et al., Reference Camerino, Sandri, Sartori, Conway, Campanini and Costa2010). Additionally, researchers have explored resources leading to work–family enrichment, such as various types of support (i.e., supervisor support, Molino, Ghislieri, & Cortese, Reference Molino, Ghislieri and Cortese2013; co worker support, Molino et al., Reference Molino, Ghislieri and Cortese2013; Simbula, Reference Simbula2010; and family support, Ghislieri, Martini, Gatti, & Colombo, Reference Ghislieri, Martini, Gatti and Colombo2011) and opportunities for professional development (Molino et al., Reference Molino, Ghislieri and Cortese2013). These trends suggest that work–family research is driven by the need to help employees find ways to compensate for the lack of institutional support.
As compared to work–family research in the aforementioned countries, research in Spain has examined more complex relationships and a wider variety of outcomes, antecedents, and moderators. For example, the two types of conflict (i.e., work–family, family–work) have been found to differentially predict life satisfaction (Moreno-Jiménez et al., Reference Moreno-Jiménez, Mayo, Sanz-Vergel, Geurts, Rodríguez-Muñoz and Garrosa2009), psychological strain (Moreno-Jiménez et al., Reference Moreno-Jiménez, Mayo, Sanz-Vergel, Geurts, Rodríguez-Muñoz and Garrosa2009; Sanz-Vergel, Demerouti, Mayo, & Moreno-Jiménez, Reference Sanz-Vergel, Demerouti, Moreno-Jiménez and Mayo2010), organizational citizenship behaviors (Beham, Reference Beham2011), and job satisfaction (Calvo-Salguero, Martínez-de-Lecea, & Carrasco-Gonzalez, Reference Calvo-Salguero, Martínez-de-Lecea and Carrasco-González2011). Researchers have also examined a variety of individual and organizational antecedents to work–family variables, such as neuroticism, work and non-work support (Blanch & Aluja, Reference Blanch and Aluja2009), work self-efficacy and workaholism (Del Líbano et al., Reference Del Líbano, Llorens, Salanova and Schaufeli2012), and day-specific recovery (Sanz-Vergel, Demerouti, Moreno-Jiménez, & Mayo, Reference Sanz-Vergel, Demerouti, Moreno-Jiménez and Mayo2010). Additionally, employee perceptions of culture regarding flexible work arrangements and coworker use of these arrangements relates to employees’ use of these arrangements (de Sivatte & Guadamillas, Reference De Sivatte and Guadamillas2013), suggesting merely offering family-friendly policies without making other organizational cultural adjustments may not be adequate.
The examination of gender as a moderator has provided a richer understanding of the complex nature of work–family interactions for Spanish employees. Notable findings include that women experience family-to-work conflict more than men (Calvo-Salguero et al., Reference Calvo-Salguero, Martínez-de-Lecea and del Carmen Aguilar-Luzón2012; Sánchez-Cabezudo & López Peláez, Reference Sánchez‐Cabezudo and López Peláez2014), whereas men experience more work-to-family conflict than women (Calvo-Salguero et al., Reference Calvo-Salguero, Martínez-de-Lecea and del Carmen Aguilar-Luzón2012; Sánchez-Cabezudo & López Peláez, Reference Sánchez‐Cabezudo and López Peláez2014). This is potentially due to the amount of time individuals of each gender spend in the work versus the family domain. Further, family-to-work conflict is more strongly negatively related to organizational citizenship behaviors for tasks and for individuals for women than men (Beham, Reference Beham2011). These findings highlight the trouble employees currently face in reconciling work and home demands, which may in part be due to Spanish governmental and organizational hesitance to adopt, implement, and promote work–family policies to help modern families cope with competing demands.
Western Europe. In Belgium, researchers have produced interesting and timely work on the nuances of work–family conflict. Van Veldhoven and Beijer (Reference Van Veldhoven and Beijer2012) found that single fathers experienced the most work–family conflict, the link between workload and work–family conflict is higher for dual-earner fathers than for dual-earner mothers, and work–family conflict was more strongly related to health complaints for dual-earner mothers than dual-earner fathers. These findings suggest that work–family issues are relevant to and problematic for men and non-traditional families. Vercruyssen, Roose, and Van de Putte (Reference Vercruyssen, Roose and Van de Putte2011) found evidence that those suffering the most from work–family issues tend to choose not to participate in work–family research, which may skew the results of this research and the subsequent inferences drawn from it.
In Germany, researchers have largely focused on examining individual and organizational level demands and resources that contribute to work–family conflict and enrichment, as well as subgroup differences in conflict perceptions. Findings from these studies suggest that a variety of demands relate to work-home interference, including perceived organizational time expectations (Beham & Drobnič, Reference Beham and Drobnič2010), psychological job demands, job insecurity (Beham & Drobnič, Reference Beham and Drobnič2010; Beham et al., Reference Beham, Drobnič and Präg2011), time pressure, cognitive and emotional irritation (Höge, Reference Höge2009), and hours worked (Steinmetz, Frese, & Schmidt, Reference Steinmetz, Frese and Schmidt2008). Research suggests that work–family conflict is higher for hospital physicians compared to the general German population (Fuß, Nubling, Hasselhorn, Schwappach, & Rieger, Reference Fuß, Nübling, Hasselhorn, Schwappach and Rieger2008). Additionally, supervisors, women (Beham et al., Reference Beham, Drobnič and Präg2011), and depressed individuals (Steinmetz et al., Reference Steinmetz, Frese and Schmidt2008), report experiencing more work–family conflict than men, employees without supervisory responsibilities, and individuals who are not depressed. A number of work and non-work resources have been found to be helpful in combating work–family conflict (e.g., job variety, supervisor support, coworker support, Beham & Drobnič, Reference Beham and Drobnič2010; Beham et al., Reference Beham, Drobnič and Präg2011; use of flexible work arrangements Beham et al., Reference Beham, Drobnič and Präg2011; Hornung & Glaser, Reference Hornung and Glaser2009). Further, job variety, use of flexible work arrangements, and work support are associated with higher work-home enrichment (Beham et al., Reference Beham, Drobnič and Präg2011), which suggests that organizational resources play a critical role in facilitating work–family management.
Research in the United Kingdom has focused primarily on individual difference predictors of work–family issues and differential outcomes of work–family issues for these various subgroups. Personality variables (e.g., neuroticism, Hughes & Parkes, Reference Hughes and Parkes2007; Noor, Reference Noor2003; extraversion, Noor, Reference Noor2003; trait emotional intelligence, Biggart, Corr, O’Brien, & Cooper, Reference Biggart, Corr, O’Brien and Cooper2010), gender (Noor, Reference Noor2003, Reference Noor2004; Swanson & Power, Reference Swanson and Power1999), marital status, and education (Noor, Reference Noor2003) differentially predicted work–family conflict. Consistent with research from Germany and Cyprus, research in the United Kingdom also suggests that individuals in certain fields, such as health care (e.g. Swanson & Powers, Reference Swanson and Power1999) and service occupations (e.g., Kinman, Reference Kinman2009), experience high levels of work-home conflict. Additionally, work–family conflict has been linked to several negative outcomes, such as job dissatisfaction (Noor, Reference Noor2003; Farquharson, Allan, Johnston, Choudhary, & Jones, Reference Farquharson, Allan, Johnston, Johnston, Choudhary and Jones2012), intention to leave and sickness absence (Farquharson et al., Reference Farquharson, Allan, Johnston, Johnston, Choudhary and Jones2012), and distress symptoms (Hughes & Parkes, Reference Hughes and Parkes2007; Noor, Reference Noor2003, Reference Noor2004).
Future Research Directions
The evolving body of research associated with work–family issues in Western and Southern Europe has contributed significantly to the broader body of literature addressing work–family issues. However, our review also highlights several areas ripe for future research. In this section, we elaborate on several potential future directions, including the examination of the importance of culture in explaining variation in work–family management across the region, and the consideration of new theories that address the effects of more macro-level factors on work–family issues. Given an influx in immigration in the area leading to a changing demographic landscape, examining the role of cultural values in on work–family management is of great contemporary relevance.
To better understand variation in work–family management across countries in the region, it is important to address the lack of consideration of cultural difference across the area. Studies comparing across multiple countries typically use widely available data sets (e.g., ISSP, ESS), which do not explicitly address cultural factors. One exception is Spector and colleagues’ (Reference Spector, Allen, Poelmans, Lapierre, Cooper, Michael and Brough2007) study, which showed that work demands differentially predicted work-to-family conflict for individualistic versus collectivistic country clusters, with this relationship being stronger for the individualistic clusters. Additionally, GLOBE country clusters moderated the relationships between work-to-family conflict and job satisfaction and turnover intentions. These results highlight the importance of examining potential sources of differences in work–family management at multiple levels of analysis. Though individual characteristics are frequently examined in an attempt to explain variation in work–family management, there is a dearth of research examining macro-level factors that can influence these issues, such as inter-organizational, inter-national, or inter-regional differences. Examining such factors may improve our understanding of when, where, and why work–family management varies.
Although work–family issues have been treated as universal across the region’s countries, future research might employ the societal approach (Maurice, Seller, & Silvestre, Reference Maurice, Sellier and Silvestre1986) to examine how differences in cultural values may influence a seemingly “universal” phenomenon. This approach involves demonstrating that regional or country-level differences in a construct of interest exist after accounting for factors known to impact that construct (see Gallie, Reference Gallie2003). For example, Crompton and Lyonette (Reference Crompton and Lyonette2006) used this approach to demonstrate that when accounting for sex, age, social class, working hours, and having a child in one’s household, having a more traditional division of domestic labor was related to increased work–life conflict only in France (as opposed to Britain, Finland, Norway, and Portugal). The results suggest that the traditional division of domestic labor itself does not lead to work–life conflict; it is the combination of this gendered division of household labor and other societal factors (in the case of France, valuing gender egalitarianism) that leads to conflict. Therefore, research demonstrating societal effects suggest that cultural values may influence quality of life and the experience of work–family conflict. Continued consideration of cultural values in work–family issues in these regions is critical for understanding international variation in work–family management that cannot be otherwise explained by policies and work conditions. Future research might attempt to identify the numerous values that indirectly impact the reconciliation of work and non-work demands, how these values are differentially endorsed, and variations in the centrality of these values across countries.
Finally, researchers should consider alternative theoretical models, such as those addressing cultural values and institutional context, to supplement the models currently used to understand the experience of work–family issues in the region. Although resource-demands models, like the JD-R model, provide a framework for understanding the direction and quality of work-home interactions, they do not explain why specific job characteristics are perceived by the employee as stressors or resources (Drobnič & Guillén Rodríguez, Reference Drobnič and Guillén Rodríguez2011). Hobson and Fahlén (Reference Hobson and Fahlén2009a, Reference Hobson and Fahlén2009b) have applied Sen’s (Reference Sen1992, 2006) capabilities framework to work–family balance, suggesting that balancing work and non-work demands is a form of functioning attained via an individual’s capability set (i.e., the resources an individual has to facilitate work–family balance), and that the capability sets that lead to successful work–family balance may vary across contexts. Perspectives like the capabilities framework may help explain variations in work–family balance across countries and welfare state regimes.
Conclusion
The aim of this chapter was to summarize the findings of work–family research in Western and Southern Europe while considering socioeconomic trends and institutional contexts in the region. Although women’s participation in the workforce advances their equality in paid work, the absence of effective policies and resources at the societal and organizational levels coupled with the fact that women remain chiefly responsible for unpaid labor in the region remain obstacles for effective work–family management. While a dual-earner/dual-carer model – where paid and unpaid work are divided equally among men and women – is the somewhat utopian ideal for equality among partners, welfare states and the policies they enact often continue to promote the male breadwinner model (Ciccia & Bleijenbergh, Reference Ciccia and Bleijenbergh2014). From this social context emerges a variety of multi-faceted concerns about work–family issues in the area – to what extent do cultural, institutional, and individual factors impact the experience of work–family conflict? Determining whether these or other factors are responsible for the cross-national variation in employees’ experiences of work–family issues and management is a critical next step toward reducing work–family tension.
Reconciling work and family is a goal shared by many people across many countries, yet the understanding of how this goal can be reached may differ and is often uniquely shaped by factors that lie beyond the individual. Arguably, countries in Central and Eastern Europe (CEE) experienced similar historical transitions, adopted comparable policies, and formed collective identities, which laid the groundwork for common threats and opportunities in managing the work–family interface (Trefalt, Drnovšek, Svetina-Nabergoj, & Adlešič, Reference Trefalt, Drnovšek, Svetina-Nabergoj and Adlešič2013). The CEE region encompasses countries which are geographically located in central and central-eastern Europe and experienced major changes in their socio economic systems in terms of moving beyond state-socialist systems to a free-market economy (e.g., Kuitto, Reference Kuitto2016). Although the delineation is often not clear, the literature predominantly views Estonia, Lithuania, and Latvia (i.e., Baltic countries), Slovenia and Croatia (i.e., countries of former Yugoslavia), Poland, Czech Republic, Slovakia, and Hungary (sometimes referred to as Visegrad Group, an economic and political alliance), and Bulgaria and Romania, which are full members of the European Union (EU), as most representative for “countries in transition” in CEE.
Recent work–family literature has, in fact, acknowledged that a specific national context reflected in a number of institutional and cultural factors has the potential to determine individual experiences of the intersection between work and family (Ollier-Malaterre, Reference Ollier-Malaterre, Allen and Eby2016; Powell, Francesco, & Ling, Reference Powell, Francesco and Ling2009; Trefalt et al., Reference Trefalt, Drnovšek, Svetina-Nabergoj and Adlešič2013). Institutional factors include public policies and national legislation that provide structure to nations and their economies, organizations, and families and thus regulate individual action and place constraints upon it (Ollier-Malaterre & Foucreault, in press). Examples of these factors are paid sick leave, parental leave, and national labor laws or employment relationship acts. However, they also encompass informal rules and regulations. Ollier-Malaterre and Foucreault (Reference Ollier-Malaterre and Foucreault2017), for instance, discuss social and economic structures, such as extent of gender equality or the state of the economy within this context. Cultural factors, on the other hand, are solely informal values, assumptions, and beliefs that are shared between individuals, are transmitted over generations, and exist within a specific institutional context (Ollier-Malaterre & Foucreault Reference Ollier-Malaterre and Foucreault2017; Schooler, Reference Schooler1996). Cultural factors can be understood by gaining insight into how individuals with a common historical background view and approach societal problems (Hofstede, Reference Hofstede2005).
The specific challenges of combining work and family in the CEE region have not received much attention in the past literature (Mihelič, Reference Mihelič2014a; Trefalt et al., Reference Trefalt, Drnovšek, Svetina-Nabergoj and Adlešič2013). The present chapter strives to address this by providing a review of work–family reconciliation in CEE countries, including a description of the national context, specific research challenges, and main findings. The chapter opens with a brief description of similarities and differences between CEE countries in terms of historical developments, national policies, as well as cultural factors shaping the work and family context. However, a thorough review of policies, standards of living, working conditions, and family structures is beyond the scope of this chapter and can be found in statistical yearbooks (e.g., Eurofound, 2014) and other publications (Schulze & Gergoric, Reference Schulze and Gergoric2015). The chapter further emphasizes theoretical and measurement issues in work–family research in this region. Next, key empirical findings are discussed, including the identification of both unique aspects of the studies and aspects which frequently emerge in work–family research from other regions. The last part of the chapter highlights main gaps in work–family research within CEE countries and discusses implications for future research in the region and across other countries.
The Work Context in Central and Eastern Europe
Countries within the CEE region show several cultural, political, and economic differences, yet all share the background of a system which was aimed at erasing inequalities and providing social justice. Throughout the region in the pre-transition period after World War II, the government secured full-time employment for workers and guaranteed universal health care, free education at all levels, and subsidized housing (Berend, Reference Berend2009). On the downside, CEE countries had mostly one-party, non-parliamentary (hence non-democratic) regimes (Flere & Klanjšek, Reference Flere and Klanjšek2014; Schwartz & Bardi, Reference Schwartz and Bardi1997). Their economies were hampered by numerous inefficiencies, including bureaucratization, institutional unresponsiveness, and low productivity. Due to a non-competitive market and lack of foreign investments that both stifled innovations, the dominant industries mostly relied on outdated technology. In the late 1980s and early 1990s, several CEE countries started their independence and transition processes (e.g., dissolution of the Soviet Union, breakup of Yugoslavia) which brought political (e.g., countries moved toward a democratic system), economic (e.g., privatization, liberalization, exposure to international competition), and social changes (e.g., increased unemployment, inequality, and poverty) (Berend, Reference Berend2009; Kuitto, Reference Kuitto2016). This included significant changes in labor markets. For example, unemployment rates between 1990 to 2000 increased from virtually zero to double-digit numbers, with most dramatic increases in Slovakia (18.8% in 2000), Lithuania (16.4% in 2000), Bulgaria (16.4% in 2000), and Poland (16.1% in 2000) (Berend, Reference Berend2009; Eurostat, 2012).
After a period of recovery, the economic crises of 2008 again obstructed employment possibilities in the CEE region (Eurofound, 2013), further influencing employees’ perceptions and attitudes. For instance, employees increasingly have high job insecurity perceptions. For example, in Slovenia and Latvia the percentage of those who reported fearing that they may lose their job in the near future, increased from 8.8% to 33.7%, and from 13.0% to 25.4% from 2007 to 2012, respectively (Eurofound, 2013). Another indication of demanding work conditions can be found in the latest European Working Conditions Survey (Holman, Reference Holman2013). Namely, data suggest that CEE countries exhibit a higher proportion of high-strain jobs compared to other country clusters (i.e., those with a social democratic welfare regime, including the Nordic countries; those with a continental/conservative welfare regime, such as Austria or Germany; those with a liberal welfare regime such as the United Kingdom; those with a Southern European/Mediterranean regime, such as Italy or Spain). Moreover, jobs in CEE countries lag behind in terms of pay with lowest mean gross annual earnings compared to other EU countries, with the biggest gaps in Romania and Bulgaria (Eurostat, 2012). The region is also characterized by very low shares of part-time employment (Eurostat, 2012), presumably due to economic strain, policy drawbacks, and limited recognition of the business case among employers (den Dulk, Peters, Poutsma, & Ligthart, Reference den Dulk, Peters, Poutsma and Ligthart2010; Kanjuo Mrčela & Černigoj Sadar, Reference Kanjuo Mrčela and Černigoj Sadar2011).
In the face of the economic transitions and downturns in CEE countries, some of the previously highly developed social polices gradually started to dissolve (den Dulk et al., Reference den Dulk, Peters, Poutsma and Ligthart2010). In the past three decades, CEE countries have developed a new welfare model grounded in their socialist roots and influenced by policy imitation and several austerity measures (Kuitto, Reference Kuitto2016). Several authors have argued that the institutional context of CEE countries is “hybrid” between the three traditional welfare regime contexts (i.e., liberal, continental/conservative, and social democratic) (Esping-Andersen, Reference Esping-Andersen1990). According to Esping-Andersen (Reference Esping-Andersen1990), the institutional context of countries can be defined by determining the sources of support or welfare (i.e., state, market, family). In liberal welfare states (e.g., the United Kingdom, the United States), support for employees is contingent on market forces and its ability to provide social benefits and services. State-provided benefits are modest and intended for those who are unable support themselves. In conservative states (e.g., Germany, Austria) welfare is grounded on contributions collected from employers and employees. Traditionally, policies in such states were aimed at strengthening the family as a main source of support (e.g., benefits for single-earner families, generous part-time employment opportunities for women). The social democratic welfare state model found in Nordic countries is universalistic and most generous in state-provided support for unemployment, sickness leave, and health care. Welfare is granted independently of labor market participation, whereas policies and benefits do not increase dependence on family support (e.g., through high quality public childcare). Mimicking the continental/conservative model, welfare benefits (e.g., sickness insurance) in CEE countries are based on moderate to relatively strong contributions from employees and employers (Kuitto, Reference Kuitto2016). However, several countries such as Slovenia, Czech Republic, Latvia, and Estonia exhibit universalistic elements (e.g., income replacement benefits in case of unemployment) and are thus more aligned with the social democratic welfare state model. It also appears that there is no general agreement in policies between specific CEE countries (e.g., Kuitto, Reference Kuitto2016).
Hofstede’s cultural comparison studies (Reference Hofstede2005) and related findings from the GLOBE project (House, Hanges, Javidan, Dorfman & Gupta, Reference House, Hanges, Javidan, Dorfman and Gupta2004) may yield some insight into how the cultural context shapes work attitudes and job strains in CEE countries. In general, CEE countries have been identified as high power distance countries, meaning they exhibit high acceptance of hierarchical order, authority, and high dependence of subordinates on supervisors (Hofstede, Reference Hofstede2005). Most of the CEE countries are also considered collectivistic (e.g., Berend, Reference Berend2009). The large cross-cultural GLOBE dataset confirmed these propositions by showing that several CEE countries exhibit high institutional collectivism (e.g., practices which support collective action and collective distribution of resources), as well as in-group collectivism (i.e., individual expressions of pride and loyalty to families and organizations) (Bakacsi, Sándor, András, & Viktor, Reference Bakacsi, Sándor, András and Viktor2002). Another important cultural influence may derive from higher levels of uncertainty avoidance in CEE, which refers to low resilience to ambiguous situations and high need for laws, rules, and regulations (Hofstede, Reference Hofstede2005). When comparing values (i.e., desired state of affairs) and practices (i.e., actual states of affairs) reflected in the GLOBE survey, the desire for reducing uncertainty is more pronounced than the actual laws and regulations in these countries (Bakacsi et al., Reference Bakacsi, Sándor, András and Viktor2002).
In addition, CEE countries exhibit low to moderate performance orientation characterized by a lower sense of urgency, placing loyalty, belongingness, and harmony above competitiveness, as well as an avoidant attitude toward feedback at work. A recent report based on the European Values Survey may challenge these findings at a first glance, as “work centrality is substantially more dominant in Eastern Europe” (World Bank, 2016, p. 33). Yet, this importance of work in life may actually be extrinsically motivated due to economic strains in several CEE countries. It should be noted that cultural characteristics also vary significantly between countries, and the information stated above is simply overall trends. Altogether, CEE countries experienced a common past, which dramatically influenced the work context, yet developed in different directions and nowadays face specific challenges when “catching up” with Western countries (Berend, Reference Berend2009).
The Family Context in Central and Eastern Europe
Family life in CEE countries was also very much under the influence of the state-socialist history and political, economic, and social transitions. The past regime between World War II and late 1980s/early 1990s, for instance, aimed at diminishing inequalities also within the families. The male-breadwinner model was not characteristic for the CEE region, as full-time employment was a given fact and female labor force participation was systematically encouraged. However, traditional labor division was encouraged by state-sponsored benefits intended exclusively for mothers (e.g., parental leave) (Pascall & Kwak, Reference Pascall and Kwak2005). Nowadays, the CEE region also has several positive and negative outliers with respect to gender equality. In recent years, several countries have experienced relatively high gaps between male and female employment (e.g., Czech Republic, Romania, Slovakia), smaller differences are present only in the Baltic countries and Slovenia (Eurostat, 2015). Slovenia, for instance, is among the few countries where female labor participation increases after parenthood and even after having two or more children (e.g., Michoń, Reference Michoń2015). Moreover, in Slovenia and Poland, the gender pay gap is very small, even compared with the EU average (2.3% and 4.5%, respectively, compared with the average of 16.1%; Eurostat, 2015). On the other hand, Estonia exhibits one of the highest gender pay gaps (27.3%).
In terms of family structure, pre-transition CEE countries were characterized by high rates of marriages, relatively young age at first marriage, and childbearing exclusively within marriage. After the 1990s, fertility rates have declined notably and family formation has been delayed (Thornton & Philipov, Reference Thornton and Philipov2009). Moreover, the general aging of the population has affected several CEE countries (Botev, Reference Botev2012). For instance, Slovenia and the Baltic states accounted for some of the highest increases in the shares of people aged 65 years or over between 1990 and 2010 in the EU (5.9% in Slovenia, 5.6% in Latvia, 5.5% in Estonia, and 5.3% in Lithuania; Eurostat, 2012). Given the trends of delayed childbearing and aging population, many working-age individuals may be “sandwiched” between child and elder care responsibilities (Neal & Hammer, Reference 286Neal and Hammer2007).
During the state-socialist period between the late 1940s and early 1990s, family formation was very much encouraged and facilitated by many policies, such as cash childcare allowances and paid parental leave (e.g., Ferrarini & Sjöberg, Reference Ferrarini and Sjöberg2010). Higher fertility rates in the pre-transition period can be also traced back to higher job security, low-cost housing, free education, and free health care. In the 1990s, several cuts were made in the overall generous family policies (Abendroth & den Dulk, Reference Abendroth and den Dulk2011; Ferrarini & Sjöberg, Reference Ferrarini and Sjöberg2010). For instance, in some countries, childcare allowances are now provided only for low-income families and for those with disabilities. Nevertheless, paid maternity, parental, and, in some cases, paternity leave remain among the pillars of social policy in CEE countries. In fact, CEE countries have a higher average length of maternity leave (approximately 27 weeks) than other EU countries (20.4 weeks) (Schulze & Gergoric, Reference Schulze and Gergoric2015). In several countries, the compensation rate during maternity leave is provided for the whole period and equals the income earned prior to childbirth (Lithuania, Estonia, Croatia, and Slovenia). Paternity leave is present to a lesser extent. The Czech Republic and Slovakia do not provide any paternity leave, whereas Slovenia provides one of the longest paid paternity leaves, which is also fully compensated. Parental leave varies substantially, but in most countries can be taken by both parents. Due to high state involvement in providing family-friendly policies, employer involvement in terms of flexible work arrangements and benefits is lower (den Dulk et al., Reference den Dulk, Peters, Poutsma and Ligthart2010). For this reason, some managers in CEE countries may even hold negative attitudes toward organizational benefits (e.g., den Dulk et al., Reference den Dulk, Peper, Sadar, Lewis, Smithson and van Doorne-Huiskes2011).
Additionally, CEE families exhibit several distinct features in terms of cultural contexts. Despite the historical trends and generous policies fostering equality, the underlying reasons behind engagement of women in paid work may be economic necessity rather than egalitarian attitudes and values (Schwartz & Bardi, Reference Schwartz and Bardi1997). In general, the GLOBE project findings point to rather moderate gender egalitarian practices and values, which are reflected in average occupational gender segregation and involvement of women in decision-making roles (Bakacsi et al., Reference Bakacsi, Sándor, András and Viktor2002). A recent analysis of World Values Survey data (i.e., survey reflecting attitudes and values in forty-seven countries since 1981) in Poland and the Baltic states, for instance, has found that women’s life satisfaction is still closely linked to childbearing, and the fear of negative consequences for children’s well-being when mothers are employed has increased (Michoń, Reference Michoń, Klenner and Leiber2010). The prevailing attitude in some countries (e.g., Hungary) favors child care provision by the mother rather than in organized child care facilities (e.g., Michoń, Reference Michoń2015). Positive attitudes toward child care provision within the family may also be reflected in the high involvement of grandparents in raising children (Botev, Reference Botev2012), another characteristic of CEE countries. In general, the CEE countries that are more economically developed, that exhibit higher education levels of women, and that place less importance on religious institutions, are more supportive of dual-earner families and gender equality (Voicu, Reference Voicu, Hallman and Voicu2010).
Theoretical Issues in Work and Family Research in Central and Eastern Europe
Institutional and cultural characteristics have been found to determine work–family reconciliation at least to a certain extent (e.g., Allen, French, Dumani & Shockley, Reference Allen, French, Dumani and Shockley2015; Allen et al., Reference Allen, Lapierre, Spector, Poelmans, O’Driscoll, Sanchez and Woo2014). Interestingly, work–family research in the CEE region makes little reference to the specifics of the national context in theoretical conceptions and empirical studies. In general, samples from CEE countries have been examined as a part of cross-national comparison studies or in separate studies. Only a few studies published rather recently in international peer-reviewed journals are based solely on samples from CEE countries. Most of them focus on work–family conflict (WFC), work–family enrichment (WFE), or examine both concepts simultaneously. Many theoretical perspectives that have been used in work–family research developed in the West have been carried over to the CEE context. Examples include role theory (e.g., Greenhaus & Beutell, Reference Greenhaus and Beutell1985), the conservation of resources theory (Hobfoll, Reference Hobfoll1989), job-demands resources model (Bakker & Demerouti, Reference Bakker and Demerouti2007), and identity theory (Stryker & Burke, Reference Stryker and Burke2000).
On the other hand, the CEE region has been increasingly covered in cross-national comparisons which rely on theoretical frameworks elucidating the impact of institutional and cultural factors. Studies have either focused on cross-national differences in institutional factors (e.g., ‘family-friendly’ policies, availability of part-time work; Strandh & Nordenmark, Reference Strandh and Nordenmark2006), cultural factors (e.g., culture dimensions of the GLOBE model, Ollo-López & Goñi-Legaz, Reference Ollo-López and Goñi-Legaz2017), or considered both influences simultaneously (e.g., gender egalitarianism, ‘family-friendly’ policies, van der Lippe, Jager, & Kops, Reference van der Lippe, Jager and Kops2006). In some cases, researchers have used differences between countries as proxies for differences in policy contexts or welfare systems (e.g., Strandh & Nordenmark, Reference Strandh and Nordenmark2006). Others have directly focused on social policies, such as paid sick leave, parental leave, or annual vacation leave, and collapsed data across a wide range of countries (e.g., Allen et al., Reference Allen, Lapierre, Spector, Poelmans, O’Driscoll, Sanchez and Woo2014). This dichotomy aligns with what Powell et al. (Reference Powell, Francesco and Ling2009) termed culture-as-referent versus culture-as-dimension studies. Culture-as referent studies derive hypotheses from potential cultural attributes of specific countries, but use country itself as the grouping variable, whereas culture-as-dimension studies explicitly measure or impute cultural dimensions. A combined approach has also been utilized, where country differences were hypothesized based on distinct cultural values, but inferences about cultural values driving those differences were verified using the results of the GLOBE project (Ollo-López & Goñi-Legaz, Reference Ollo-López and Goñi-Legaz2017; Spector et al., Reference 287Spector, Allen, Poelmans, Lapierre, Cooper and Widerszal-Bazyl2007). In terms of specific cultural dimensions, gender egalitarianism, individualism/collectivism, power distance, uncertainty avoidance, and humane orientation (i.e., high importance of values such as fairness, friendliness, and altruism; House et al., Reference House, Hanges, Javidan, Dorfman and Gupta2004) have all been implicated, yet the precise role of these dimensions when predicting WFC is not straightforward (Ollo-López & Goñi-Legaz, Reference Ollo-López and Goñi-Legaz2017).
Generally, studies in the CEE countries have relied on theoretical models which are not unique to the region. Recently, Trefalt et al. (Reference Trefalt, Drnovšek, Svetina-Nabergoj and Adlešič2013) proposed a theoretical framework which may be specifically utilized in the context of CEE countries. The authors argue that transition countries are specifically faced with structural misalignment (i.e., lack of fit between higher level structures, such a legislation, and lower level structures, such as organizations and families), social, economic, and temporal comparisons (i.e., comparing one’s status pre- and post-transition and with the status of past generations), as well as choice overload (i.e., burden by the sudden occurrence of a multitude of choices). It is further proposed that sudden changes prevented a gradual alignment of higher and lower level structures (e.g., working schedules have changed, yet child care facilities have not adapted their opening hours), which in turn may be associated with higher levels of WFC and lower levels of WFE compared to traditional capitalist countries. Trefalt et al. (Reference Trefalt, Drnovšek, Svetina-Nabergoj and Adlešič2013) also propose that changes are accompanied by reflections on whether one is better or worse off in comparison with a previous point in time and with older family members. As countries in transition experience a decline in social security, they may experience worse outcomes due to comparison processes. On the other hand, as transition to a free-market economy brings about better incomes and more challenging jobs, positive outcomes for the intersection of work and family may be expected as well. Additionally, the authors pointed out that in past state-socialist systems, choices in terms of products, services, and life paths were notably restricted. The sudden multitude of choices after transition is further hypothesized to have negative effects on work–family reconciliation.
Methodological Issues in Work and Family Research in Central and Eastern Europe
Past studies involving the CEE region are either based on large international databases, focus on the comparison of a few different countries, or include CEE samples only. To date, the CEE region has been represented in the Collaborative International Study of Managerial Stress (CISMS, e.g., Spector et al., Reference 287Spector, Allen, Poelmans, Lapierre, Cooper and Widerszal-Bazyl2007), European Quality of Life Survey (EQLS, e.g., Ollo-López & Goñi-Legaz, Reference Ollo-López and Goñi-Legaz2017), European Social Survey (ESS, e.g., Steiber, Reference Steiber2009), ISSP – International Social Survey Programme (ISSP, e.g., Stier, Lewin-Epstein, & Braun, Reference Stier, Lewin-Epstein and Braun2012), and the Household, Work and Flexibility survey (HWF survey, e.g., van der Lippe et al., Reference van der Lippe, Jager and Kops2006).
Cross-national comparison studies as well as studies based on a single country sample generally follow the established approaches in construct measurement such as the use of validated WFC scales by Carlson, Kacmar, and Williams (Reference Carlson, Kacmar and Williams2000) or Netemeyer, Boles, and McMurrian (Reference Netemeyer, Boles and McMurrian1996). Most work–family research in the region has also recognized the bi-directional nature of WFC (i.e., work-to-family and family-to-work; Mihelič, Reference Mihelič2014a, Reference Mihelič2014b; Spector et al., Reference 287Spector, Allen, Poelmans, Lapierre, Cooper and Widerszal-Bazyl2007; Tement & Korunka, Reference Tement and Korunka2015). However, only a few studies examined WFC dimensions separately (time, strain, behavior; Spector et al., Reference 287Spector, Allen, Poelmans, Lapierre, Cooper and Widerszal-Bazyl2007; Tement & Korunka, Reference Tement and Korunka2013). Moreover, ways by which work and family may benefit the other domains has to date received attention only in single-sample studies (i.e., work-to-family and family-to-work enrichment; Mihelič, Reference Mihelič2014a, Reference Mihelič2014b; Tement & Korunka, Reference Tement and Korunka2013, Reference Tement and Korunka2015). It is also important to note that the domain of reference has mostly been the family and rarely other activities outside work (for an exception, see Šverko, Arambašić, & Galešić, Reference Šverko, Arambašić and Galešić2002).
In cross-national comparison studies, information about questionnaire development, reliability, validity, and measurement equivalence across countries is not provided in every study. However, most of these studies followed strict guidelines of questionnaire development and validation. The European Social Survey, for instance, employed a methodology involving stages of translation, review, adjudication, pretesting, and documentation which correspond to best practice recommendations (Schaffer & Riordan, Reference Schaffer and Riordan2003). In general, studies within the CEE region report psychometric properties of the translated questionnaires mostly by using reliability and (confirmatory) factor analyses (e.g., Mihelič, Reference Mihelič2014a, Reference Mihelič2014b; Tement & Korunka, Reference Tement and Korunka2013).
Some studies based on only one sample from a CEE country focused on heterogeneous datasets, yet other studies examine specific occupational groups, such as managers (Mihelič, Reference Mihelič2014b), nurses (Rantanen, Kinnunen, Mauno & Tement, Reference Rantanen, Kinnunen, Mauno and Tement2013), employees in the hospitality industry (Karatepe & Karadas, Reference Karatepe and Karadas2014), and retail salespeople (Netemeyer, Brashear-Alejandro, & Boles, Reference Netemeyer, Brashear-Alejandro and Boles2004). These studies predominantly relied on convenience sampling and the snowball method of data collection. Of the studies reviewed for this chapter, none used a daily diary design, only one used a longitudinal design (two weeks in-between three measurement waves, Karatepe & Karadas, Reference Karatepe and Karadas2014), and only one study was identified that used a dyadic study design (dual-earner couples, Obradović & Čudina-Obradović, Reference Obradović and Čudina-Obradović2009).
Generally, studies from CEE countries strongly draw from established work–family research in terms of content, but they seem to pay less attention to advancements in terms methodological approaches (e.g., Lapierre & McMullan, Reference Lapierre, McMullan, Allen and Eby2016). Presumably, specific expectations regarding social factors may discourage researchers from this region to use probability sampling and advanced research methods. As distrust in organizations, institutions, and politics is particularly high in CEE countries (e.g., Eurostat, 2015), researchers may fear low study motivation and low response rates. In less populous countries, such as Slovenia (total population: 2.06 m) and the Baltic countries (total population – Estonia: 1.31 m; Latvia: 1.99 m; Lithuania: 2.92 m; Eurostat, 2016), researchers may additionally be concerned about “over-surveying”, which may not only contribute to low study motivation but may also threaten the validity of the results.
Key Findings in Work and Family Research in Central and Eastern Europe
Cross-National Work–Family Research
Several cross-national research projects have focused on WFC. Using data from the HWF study, van der Lippe and colleagues (Reference van der Lippe, Jager and Kops2006) tested the impact of the national context and individual-level factors such as work hours or age of children on WFC. The study found that CEE countries (i.e., Czech Republic, Romania, Bulgaria, and Hungary) experienced less WFC than western countries such as the Netherlands, the United Kingdom, and Sweden, possibly due to a more traditional division of labor in CEE countries. Slovenia, however, represented an outlier, as women especially reported higher WFC. Utilizing the HWF dataset, Strandh and Nordenmark (Reference Strandh and Nordenmark2006) further explored which factors are likely to account for the cross-national differences in WFC. Three conclusions about CEE countries can be drawn from their findings. First, women from the Czech Republic and Hungary experience less WFC than women from Sweden, whereas they did not differ from women in the Netherlands or the United Kingdom. Second, differences between men from CEE and other European countries were less pronounced, as only men from Hungary experienced lower WFC than Swedish men. Third, women’s WFC in CEE countries was found to be lower compared to other countries even after accounting for differences in household composition (i.e., working partner), work hours, and occupational status. However, other research based on large datasets has not replicated these findings. Specifically, based on data from EQLS, Ollo-López and Goñi-Legaz (Reference Ollo-López and Goñi-Legaz2017) found that CEE and Mediterranean countries (e.g., Greece, Portugal, Spain) tended to exhibit higher levels of WFC compared to Scandinavian countries. The robustness of cross-national differences in WFC is further called into question based on analyses of the ESS data, in which country differences explained only a small amount of variation in WFC (Steiber, Reference Steiber2009). A variety of factors may explain these inconsistencies in cross-national differences (e.g., gender composition, inclusion of countries in specific datasets, the way WFC is measured). It is also important to keep in mind that there is rather large variation in WFC experiences within various CEE countries, as suggested by the findings from the ISSP (Stier et al., Reference Stier, Lewin-Epstein and Braun2012).
Moving beyond mean-level differences in WFC, cross-national research projects have focused also on the question of whether institutional and cultural factors moderate the link between work or family characteristics and WFC. In the CISMS, Spector et al. (Reference 287Spector, Allen, Poelmans, Lapierre, Cooper and Widerszal-Bazyl2007) grouped CEE countries along with Asia and Latin America to a collectivist cluster and compared them with an Anglo country cluster when predicting time- and strain-based WFC from workload. The relation between workload and WFC was found to be stronger for Anglo countries compared to all three groups of collectivistic countries, thus confirming that assumption that in collectivistic countries additional work investment may not disturb family life, but is rather perceived as a contribution to it. Spector et al. (Reference 287Spector, Allen, Poelmans, Lapierre, Cooper and Widerszal-Bazyl2007) also tested the association between WFC and work attitudes (i.e., turnover intentions, job satisfaction), and found a null effect in CEE and other collectivistic countries, but a significant, negative association for Anglo countries. A possible explanation for such findings is the consideration of interests of coworkers, supervisors, and organizations above self-interest in collectivistic countries, resulting in weaker reactions to WFC.
However, these findings have not been extensively replicated in other research. Hill, Yang, Hawkins, and Ferris (Reference Hill, Yang, Hawkins and Ferris2004), for instance, tested a model linking various work and family demands to forms of WFC and organizational consequences. The model was invariant across several country clusters, one of which was titled “West-developing” and included several CEE countries. Moreover, Netemeyer et al. (Reference Netemeyer, Brashear-Alejandro and Boles2004) examined the links between work-to-family and family-to-work conflict and various organizational outcomes (i.e., stress, performance, job satisfaction, and turnover intention) across employees in the United States, Puerto Rico, and Romania. None of the links between both aspects of WFC and organizational outcomes was notably different across countries. However, work-to-family conflict was more strongly related to job stress in Romania than in the other two countries. Support for similarities between countries was also found in the study by Rantanen and colleagues (Reference Rantanen, Kinnunen, Mauno and Tement2013). The authors used a person-oriented approach to test for the emergence of different clusters of work–family reconciliation in Slovenia (nurses) and several Finnish samples (nurses, social care workers, service sector employees). The different clusters, which were characterized by combinations of high versus low levels of WFC and WFE, were robust across both nations and occupations. Several differences in psychological well-being between the clusters were found. For instance, those in the cluster characterized by low WFC and high WFE exhibited higher life satisfaction and vigor at work compared to the high WFC and high WFE cluster. These differences were again cross-nationally invariant. In another comparison to the Nordic context, a qualitative study found differences in strategies of dealing with WFC among parents from Sweden and Slovenia, despite similar family policies in the two countries (Grönlund & Javornik, Reference Grönlund and Javornik2014). In sum, these mixed findings prevent strong conclusions about the CEE region in comparison to other countries.
CEE-Based Work–Family Research
Single-sample studies from CEE countries have tended to focus on correlates of WF constructs. In a study of Slovenian employees, Tement and Korunka (Reference Tement and Korunka2013) found that job demands such as workload, were linked to higher WFC and lower WFE. The study also offered a more nuanced view on different forms of work-to-family conflict (i.e., time, strain, behavior) and enrichment (i.e., affect, capital, development), with comparable results across the dimensions. Job resources were found to diminish WFC and to foster WFE. Interestingly, the links from autonomy and coworker support to WFC were not consistently negative, which contradicts meta-analytic findings (Michel, Kotrba, Mitchelson, Clark, & Baltes, Reference Michel, Kotrba, Mitchelson, Clark and Baltes2011), and potentially highlights a culture-specific view of these job resources. Speculatively, this may be because in higher power distance countries (like Slovenia), greater autonomy at work may be seen as unfavorable, as it places greater responsibility in employees’ rather than in the manager’s or employer’s hands. In another study among Slovenian managers, Mihelič (Reference Mihelič2014b) found that job commitment predicted both time and strain-based WFC, which is in line with previous findings (Michel et al., Reference Michel, Kotrba, Mitchelson, Clark and Baltes2011). Generally, WFC and WFE were predicted by a series of general work characteristics, such as work hours (Tement & Korunka, Reference Tement and Korunka2013).
Compared to work characteristics, antecedents in the family domain are less frequently examined in CEE countries. Parental status has been found to predict higher WFC (Obradović & Čudina-Obradović, Reference Obradović and Čudina-Obradović2009; Tement & Korunka, Reference Tement and Korunka2013), but also higher WFE in a Slovenian sample (Tement & Korunka, Reference Tement and Korunka2013). Parents who simultaneously cared for an elderly family member experienced higher WFC (Tement & Korunka, Reference Tement and Korunka2015). Moreover, child and elder care responsibilities moderated the link between job characteristics and WFC as well as WFE. Among others, the relation between workload and WFC was more pronounced for employed parents and those “sandwiched” between child and elder care. As different caregiving responsibilities have not received much attention within the work–family field, future studies in other countries are needed to elucidate whether this result can be generalized or is country-specific. In another study in Slovenia, greater marital commitment unexpectedly did not predict family-to-work conflict (Mihelič, Reference Mihelič2014b). This finding can be traced back to high work centrality in Slovenia, where work is often valued over family life. As a consequence, family schedules need to comply with work schedules. However, a recent meta-analysis found that the link between marital commitment and family-to-work conflict is generally not pronounced (Michel et al., Reference Michel, Kotrba, Mitchelson, Clark and Baltes2011). Thus, any conclusion about potential country specifics in terms of values and practices may be premature.
Work–family research within the CEE region has also acknowledged the role of personality in WFC and WFE. In a Romanian sample, Karatepe and Karadas (Reference Karatepe and Karadas2014) found that psychological capital, encompassing self-efficacy, optimism, resilience, and hope, negatively predicted work-to-family as well as family-to-work conflict. Further drawing from personality perspectives, another study found that positive affectivity was linked to higher WFE, whereas negative affectivity was positively linked to WFC (Tement & Korunka, Reference Tement and Korunka2013). These two affective traits are also found to moderate the link between job characteristics and WFC/WFE. More specifically, negative affectivity was found to strengthen the positive relation between workload and WFC and weaken the negative relation between supervisor support and WFE. Positive affectivity, in contrast, buffered potential negative effects of variety on WFC and further intensified positive effect of autonomy on WFE. Given that personality reflects relatively uniform and universal patterns of thinking, feeling, and behaving with biological underpinnings, it is not surprising that results from CEE countries are the same as in other samples (Allen et al., Reference Allen, Johnson, Saboe, Cho, Dumani and Evans2012; Michel et al., Reference Michel, Kotrba, Mitchelson, Clark and Baltes2011).
Studies in CEE countries have also found that WFC is associated with certain costs. Adam, Gyorffy, and Susanszky (Reference Adam, Gyorffy and Susanszky2008) found positive associations between WFC and burnout among physicians from Hungary. Šverko and colleagues (Reference Šverko, Arambašić and Galešić2002) found that both work-to-family and family-to-work conflict predict lower well-being among Croatian employees with a higher level of education. More precisely, family-to-work conflict was associated with well-being to a smaller extent. Similar results were found in a study among hotel employees from Romania (Karatepe, Reference Karatepe2013). These findings and the specific patterns are in line with meta-analyses on consequences of WFC (Allen, Herst, Bruck, & Sutton, Reference Allen, Herst, Bruck and Sutton2000; Amstad, Meier, Fasel, Elfering, & Semmer, Reference Amstad, Meier, Fasel, Elfering and Semmer2011) and are thus not unique for the CEE region. Further supporting the matching domain perspective (Amstad et al., Reference Amstad, Meier, Fasel, Elfering and Semmer2011; Shockley & Singla, Reference Shockley and Singla2011), Mihelič (Reference Mihelič2014a) found that work-to-family conflict and enrichment are more strongly related to job satisfaction than conflict and enrichment stemming from the other direction (i.e., family-to-work).
Another study focused on well-being outcomes from a cross-domain rather than a matching-domain perspective (Mihelič, Reference Mihelič2014b). Time-based work-to-family conflict predicted lower marital satisfaction, whereas time-based family-to-work conflict was linked to lower career satisfaction. Unexpectedly, strain-based family-to-work conflict was positively related to career satisfaction. This finding stands out and may reflect a specific notion of success at work in CEE countries. Handling stressful family issues at work may not be seen as disturbing, but instead may project an image of success and sacrifice for work, and thus foster career advancements. Challenging these findings, two studies found that family-to-work conflict was a stronger predictor of turnover intentions than work-to-family conflict (Karatepe & Karadas, Reference Karatepe and Karadas2014; Mihelič, Reference Mihelič2014a). Outcomes of WFC have also been studied from a crossover perspective. A study of Croatian dual-earner couples found a bi-directional (from wives to husbands and vice versa) crossover effect (i.e., interpersonal dyadic transmission of experiences) of WFC on marriage quality, which again is in line with previous studies in the dyadic context (Westman, Reference Westman and Poelmans2005). To summarize, work-to-family and family-to-work conflict have been associated with a range of negative outcomes which do not appear to be unique for the region. There is, however, some evidence that employees in CEE countries are more likely disturbed by family intrusions in the work domain than vice versa. Further supporting this argument, one cross-national comparison study found that getting a job which allows family time is not as valued in CEE countries as it is in the United States (Olson et al., Reference Olson, Frieze, Wall, Zdaniuk, Telpuchovskaya, Ferligoj and Rus Makovec2006).
The Future of Work and Family Research in Central and Eastern Europe
Work–family research in the CEE region is still in its infancy. The present review suggests that research in the CEE region has an overemphasis on WFC, mimicking the broader work–family literature (Eby, Casper, Lockwood, Bordeaux, & Brinley, Reference Eby, Casper, Lockwood, Bordeaux and Brinley2005). Additionally, studies exploring the interplay between institutional, cultural, and individual factors when predicting consequences of WFC and WFE are limited. Interestingly, work–family research in the CEE region also makes little reference to the specifics of the national context in theoretical conceptions and empirical studies. Based on the review, three possible additions to the literature could be identified. First, future research should closely examine antecedents of WFE and boundary management, as they are becoming increasingly important constructs in work–family literature. Second, more research is needed on a full range of outcomes of work–family reconciliation with the focus on how the national context shapes these interrelations. Third, scholars should further explore the specifics of the CEE region, which can, in turn, expand established theoretical perspectives.
As previously noted, WFE represents a distinct aspect of the work–family interface (Carlson, Kacmar, Wayne, & Grzywacz, Reference Carlson, Kacmar, Wayne and Grzywacz2006). Following the distinction between hygiene (i.e., factors which need to be maintained to prevent dissatisfaction) and motivation factors (i.e., factor which are needed to promote growth and motivation) (Herzberg, Mausner, & Snyderman, Reference Herzberg, Mausner and Snyderman1959), it may be assumed that some institutional factors are indispensable for preventing WFC, while others may contribute to WFE. The above proposition also opens the possibility for further cross-national research, as countries largely differ in the foundations of support (i.e., state, market or family) and additional support systems. Both the absence of WFC and the presence of WFE are crucial in order to secure a happy, healthy, and productive workforce, and thus need to be considered when mapping cross-national similarities and differences. As WFC and WFE may be experienced simultaneously (e.g., Rantanen et al., Reference Rantanen, Kinnunen, Mauno and Tement2013), future work should be directed at further exploring whether different profiles of positive and negative work–family experiences differ based institutional and cultural influences.
Moreover, notably absent from the literature is research on work–family boundary management. As work is often placed above family life in CEE countries, work intrusions in the family domain and the motivation behind them should deserve closer attention. Arguably, in CEE countries such a behavior may be motivated by economic needs or job insecurity perceptions (e.g., World Bank, 2016). Previous research found that work-related activities during off-job time which are extrinsically motivated are associated with more negative consequences in terms of well-being than are intrinsically motivated work-related off-job activities (ten Brummelhuis & Trougakos, Reference ten Brummelhuis and Trougakos2014). As high work intrusions in the family life may be extrinsically motivated in CEE countries, it may be assumed that employees in these countries may face more negative consequences compared to other countries where high work investment may be intrinsically motivated to a greater extent. This reasoning also opens up a more general discussion on the motivational underpinnings and consequences of boundary management, which should be explored in future studies.
As dual-earner couples have always been the norm in CEE countries, both men and women have repeatedly experienced tensions between work and family at least to a certain extent. Surprisingly, the literature in this region still focuses more closely on why WFC occurs rather than on its relationship with outcomes. A thorough examination of outcomes related to work performance and health has not been adequately covered in CEE research. A greater focus on these outcomes opens the possibility of relying on data other than self-reports, such as manager-rated job performance or objective physical health measures, which have been used in previous work–family studies in other national contexts (Lapierre & McMullan, Reference Lapierre, McMullan, Allen and Eby2016). Different institutional and cultural factors are also likely to determine the relations between different aspects of the work–family interface (i.e., WFC, WFE) and their outcomes (Spector et al., Reference 287Spector, Allen, Poelmans, Lapierre, Cooper and Widerszal-Bazyl2007). For instance, the possibility of care arrangements within the extended family, which are common in the CEE region, are likely to dampen the positive link between WFC and psychological strain (Grönlund & Javornik, Reference Grönlund and Javornik2014). This specific characteristic of the CEE region may again point to an important implication for work–family research outside the region. Drawing on the notion of homeostasis in the stress literature (Hobfoll, Reference Hobfoll1989), a person may strive to minimize the tension between work and family by all possible means of support and may choose from either state-level support, organizational-level support, or from support within the family. If one form of support is not available, presumably other forms will be utilized. As the mobilization of different systems of support and compensation of a potential breakdown in one system by another may take place on episodic or day-to-day basis or also across a longer period of time, this reasoning can also be incorporated in more advanced research designs (longitudinal or daily-diary research). For instance, on days when a care arrangement within the family is not available, an employee may experience greater WFC and greater negative consequences. Arguably, these assumptions have neither been tested nor acknowledged when explaining the role of the national context.
Recently, specific characteristics of the CEE region have been considered in a new theoretical framework (Trefalt et al., Reference Trefalt, Drnovšek, Svetina-Nabergoj and Adlešič2013). However, no study to date explicitly tested the proposed mechanisms. In addition, research should pay attention to unique tensions between institutional and cultural factors in CEE countries, which may become visible in individuals’ behaviors related to work and family (e.g., Hofstede, Reference Hofstede2005; Schooler, Reference Schooler1996). Unfairness perceptions due to provision of family-friendly workplace policies for parents (Parker & Allen, Reference Parker and Allen2001), for instance, may escalate to a greater extent in CEE countries because of deeply rooted ideas of equal opportunities for everyone. Consequently, employees and employers may accept organizational benefits with reservations. Another overlooked theoretical issue when focusing on cultural factors affecting the work–family interface is the strength of norms. Cultural tightness and looseness reflect tolerance to deviant behavior, as well as the clarity and number of social norms within different life contexts (Gelfand et al., Reference Gelfand, Raver, Nishii, Leslie, Lun, Lim and Yamaguchi2011). It may be argued that transition countries are “loose” cultures in terms of weak norms and a high tolerance for deviant behavior, as cultural, political, and economic stabilizations are still taking place. The few available studies, in fact, support these claims (Gelfand et al., Reference Gelfand, Raver, Nishii, Leslie, Lun, Lim and Yamaguchi2011; Mandel & Realo, Reference Mandel and Realo2015). It may be of particular importance to study this relatively new notion or dimension of culture in CEE as well as other countries, as it may interact with other cultural and institutional characteristics. For instance, there is sometimes a fine line between use and abuse of work–family benefits in organizations (Kirby & Krone, Reference Kirby and Krone2002), which is more likely to be crossed in loose cultures where the collective pressure against such behavior is not as strong.
To conclude, CEE research has the potential to evolve in many fruitful directions. However, researchers may have to overcome several barriers to be able to align their research with that of other countries. Although CEE countries can hardly be considered as a uniform cluster and have developed in different directions in the past decades, research focusing on this region may have implications for the work–family literature in general. In this vein, Hagestad and Herlofson (Reference Hagestad and Herlofson2007) pointed out that CEE countries may “constitute compelling ‘laboratories’ for studying the complex interplay of culture, demographic structures and social policy” (p. 353).
A fundamental issue concerning work and family is the extent that women and men work and take care of children. The Nordic countries (i.e., Sweden, Denmark, Norway, Finland, and Iceland for the purposes of this review) are characterized by a “dual-worker model” in which a majority of both women and men participate in paid work, but are also, to some extent, characterized by a “dual-carer model” in which both women and men actively take part in the upbringing of their children (Edlund & Öun, Reference Edlund and Öun2016). The Nordic countries have a history of family policies being directed toward both mothers and fathers, and state provisions for dual-earner family support and childcare were developed in a political context with women’s equality in mind (Ellingsaeter & Leira, Reference Ellingsaeter and Leira2006). Still, the challenge of combining work and family domains is under continual debate and development in the Nordic countries. In the next sections, we will briefly describe the general trends of women’s participation in the labor market in relation to the development of the welfare system. This historical development is crucial for the understanding of how women and men combine work and family in the Nordic countries today.
Women’s Participation in the Labor Market and the Welfare State
Historical Trends and Current Statistics
Near the end of the 1960s there was a simultaneous demand for labor from Nordic industries and an emergent women’s movement that saw women’s participation in the labor market as a mean to increase gender equality (Boye & Nermo, Reference Boye and Nermo2014). These simultaneous interests led to a marked increase in the number of women participating in the labor force. Finland was first in this development followed by Sweden, Denmark, and Norway. By the mid-1970s, almost half of all mothers of preschool children in these Nordic countries were participating in the labor market, although many worked part-time (Leira, Reference Leira, Ellingsaeter and Leira2006). This was a time of political reforms that extended publicly funded services, such as daycare for children, care for the elderly, and healthcare. The increase in welfare services also meant increased demand for labor in the public sector, a workforce which was largely composed of women. Consequently, these jobs in the welfare sector were constructed in a way that was conducive to managing work and family, meaning many part-time jobs (Gonäs, Johansson, & Svärd, Reference Gonäs, Johansson and Svärd1997). As men were still seen as the primary breadwinner, salaries in these jobs were generally low.
This historical development is still present in the statistics today. All of the Nordic countries are characterized by a high employment rate among women (above 70% in all Nordic countries, Nordic Council of Ministers, 2014) accompanied by a marked gender segregation between sectors and occupations. Of those working in the public sector (which is responsible for childcare, eldercare, healthcare, and education), 74% are women (Nordic Council of Ministers, 2014). There is also a gender gap in part-time work with a higher proportion of women working part-time compared to men in all the Nordic countries. However, the rate of part-time work among women differs somewhat between countries. Although about 30% or more of the women in Sweden, Norway, Denmark, and Iceland work part-time, only about 19% work part-time in Finland (Nordic Council of Ministers, 2014). At the same time, the rate of employed mothers with young children is considerably higher in Sweden, Norway, and Denmark (above 70%) than in Finland (59%) (Ellingsaeter & Leira, Reference Ellingsaeter and Leira2006; Rostgaard, Reference Rostgaard2014). The rate of men working part-time is below 15% in all Nordic countries, with the lowest rate in Finland (below 10%). It is worth noting that part-time work in the Nordic countries often means relatively long hours. That is, for example, the mean work hours for women in Sweden is 30 hours per week (compared to men’s 37 hours per week) (Statistics Sweden, 2014), and within Europe, the weekly duration of part-time work for women is the longest in Sweden (Eurostat, 2009). Additionally, even if gender differences in the division of household labor are smaller in all Nordic countries compared with other regions, women are still doing a bigger part of the unpaid work than men (Duran, Reference Duran, Glatzer, Camfield, Møller and Rojas2015).
Child Care and Parental Leave
A prerequisite for the high employment rate among women in the Nordic countries is the rather well-developed childcare service that is largely financed by public means. Between 92% and 97% of all children between the ages of 3 and 5 use childcare services in the Nordic countries, and many children enter childcare around age one. The exception is Finland, where “only” around 74% of children between ages of 3 and 5 are in daycare (Nordic Council of Ministers, 2014). All the Nordic countries are similar in the sense that they have statutory parental leave (with some level of paid benefit) of about a year or longer that can be shared between the parents (Rostgaard, Reference Rostgaard2014). Finland stands out from the other Nordic countries since a higher proportion of women receive cash benefits for child home care (cash-for-care benefit) (Ellingsaeter & Leira, Reference Ellingsaeter and Leira2006).
Policies encouraging fathers’ participation in caring for children differ between the Nordic countries. Compared to Denmark and Finland, in Norway, Sweden, and, more recently, Iceland, there has been greater emphasis on policies encouraging fathers’ participation in caring for children (Öun, Reference Öun2012). In Norway, Sweden, and Iceland, some amount of time of the parental leave is reserved for just one of the parents. This so-called “father’s quota” was introduced in Norway and Sweden in the 1990s and then in Iceland in 2000 as a means to increase father’s parental leave use (see Rostgaard, Reference Rostgaard2014 for a review of the family policies in the Nordic countries). After the introduction of parental leave, fathers in Iceland increased their use of such leave considerably and the gap in use of parental leave between mothers and fathers is now lowest in Iceland, where fathers use 29% of all parental leave days available to mothers and fathers. In Norway and Sweden fathers use more than 20% of the parental leave days, while in Finland and Denmark fathers use about 10% of the days of parental leave (Nordic Council of Ministers, 2014).
Changes in the Public Sector
With the economic recession in the late 1980s and early 1990s, the costs and quality of services in the public sector in the Nordic countries was increasingly criticized and solutions from the private sector were introduced into the public sector (so-called “new public management”). The increased influence of market forces was argued to lead to more competition, more cost-efficiency, higher quality of the services in the public sector, and more freedom of choice for the citizens (Ellingsaeter & Leira, Reference Ellingsaeter and Leira2006; Falkenberg, Reference Falkenberg2010). Consequently, the public sector in the Nordic countries underwent large-scale changes, including downsizing with staff-reductions and privatizations.
One result of these changes was an increase in working demands in many of the public sector jobs primarily occupied by women (Johansson, Reference Johansson2002). In fact, the least favorable psychosocial working conditions (e.g., low control, high demands, and low social support) are now found in the female-dominated public sector (Lidwall, Bill, Palmer, & Bohlin Olsson, Reference Lidwall, Bill, Palmer and Bohlin Olsson2014). The aforementioned structural changes might have been especially detrimental because of the nature of the work in the public sector with many occupations which are, to a relatively high degree, characterized by the need to respond and adapt to other humans’ needs. Demands from humans are often more difficult to control, postpone, or dismiss than demands from objects (Sverke, Falkenberg, Kecklund, Magnusson Hanson, & Lindfors, Reference Sverke, Falkenberg, Kecklund, Magnusson Hanson and Lindfors2016), which can make the planning of work more difficult in these occupations. Work in the public sector, especially in health care, is also relatively highly regulated in terms of time and space (Allvin, Mellner, Movitz, & Aronsson, Reference Allvin, Mellner, Movitz and Aronsson2013), and employees often have little control over their work hours and time off (Albrecht, Kecklund, Tucker, & Leineweber, Reference Albrecht, Kecklund, Tucker and Leineweber2016). Taken together, these factors suggest that the working conditions in the female-dominated public sector no longer seem to facilitate combining work and family.
Key Academic Findings
In this section we describe some of the work–family research that has been conducted in the Nordic countries. Although work–family research is relatively nascent in the Nordic countries, the literature is rather extensive and we only touch upon some key findings while trying to give a broad picture of what has been studied to date. First, we concentrate on research that has investigated the potential work and family have to enhance and enrich each other (i.e., work–family enrichment) and the importance of organizational culture. After that, we review research investigating possible health outcomes of work–family conflict.
Work–Family Enrichment
Only in the recent years did researchers start to increasingly examine the beneficial effects of dual roles. Although focus on positive work–family interactions lags behind research on the negative side (i.e., work–family conflict), there is a considerable amount of research conducted in Nordic countries on the topic. Specifically, several researchers have examined work–family enrichment, which occurs when experiences in one role enhances the quality of life in the other role (Greenhaus & Powell, Reference Greenhaus and Powell2006), in relation to outcomes. The trend is that enrichment plays a beneficial role. In a Finnish cross-sectional study, Kinnunen et al. (Reference Kinnunen, Feldt, Geurts and Pulkkinen2006) found that positive work-to-family spillover was negatively related to job exhaustion. Another Finnish study based on a longitudinal sample (Hakanen, Peeters, & Perhoniemi, Reference Hakanen, Peeters and Perhoniemi2011) found that work-to-family enrichment positively related to work engagement and that family-to-work enrichment positively related to home resources and marital satisfaction. Another study investigated the moderating effect of type of work contract (i.e., temporary or permanent) on the relationship between work–family enrichment and job exhaustion as well as turnover intentions (Mauno et al., Reference Mauno, De Cuyper, Kinnunen, Ruokolainen, Rantanen and Mäkikangas2015). There was a moderating effect of type of work contract such that work–family enrichment had a lagged effect on reduced job exhaustion in temporary but not permanent employees. Facilitation between work and family has also been shown to relate to lower levels of emotional exhaustion and disengagement from work two years later in a Norwegian study (Innstrand, Melbye Langballe, Espnes, Falkum, & Gjerløw Aasland, Reference Innstrand, Melbye Langballe, Espnes, Falkum and Gjerløw Aasland2008). The same study also found support for reverse relations, showing that higher levels of emotional exhaustion and disengagement from work at Time 1 were related to lower levels of facilitation between work and family at Time 2.
Organizational Culture
In the Nordic countries many work–family arrangements are legally mandated at a national level and, as such, their uptake might not be as dependent on the prevailing organizational work–family culture as in many other countries (Mauno, Kinnunen, & Piitulainen, Reference Mauno, Kinnunen and Piitulainen2005). For example, the Swedish Discrimination Act (2008) bans unfavorable treatment in connection with parental leave, such as employment/dismissal, promotion, training for promotion, vocational training on-the-job, salary, or other terms of employment. Nonetheless, organizational culture may still play an important role and has been the focus of research in several Nordic studies.
One Finnish study investigated lagged associations between family-friendly organizational culture (operationalized as both managerial work–family support and work–family barriers) and work–family conflict. The authors found that managerial work–family support showed a significant and negative lagged relationship with work–family conflict two years later, but work–family barriers were not significantly related to work–family conflict (Mauno, Reference Mauno2010). Another study based on knowledge workers in Denmark found that a family-friendly culture was negatively associated with work–family conflict one year later (Albertsen, Persson, Garde, & Rugulies, Reference Albertsen, Persson, Garde and Rugulies2010). Interestingly, this study also revealed an interaction between family-friendly culture and degree of influence a person has to make decisions concerning their work. Among those working in a family-friendly culture, those who could influence their own work experienced less work–family conflict compared to those with less influence. In contrast, among those working in less family-friendly organizational cultures, greater possibilities to make decisions concerning their own work (i.e., greater influence) was actually associated with a higher levels of work–family conflict. A study from Sweden showed the importance of a family-friendly organizational culture and work group norms for father’s use of parental leave. The study found that the company’s commitment to caring values and work group norms that facilitated fathers’ time off to care for children predicted both whether fathers took leave or not and the number of days of parental leave that they used. Additionally, work groups norms that emphasized long working hours and visual time at work predicted fewer days of parental leave taken among fathers (Haas, Allard, & Hwang, Reference Haas, Allard and Hwang2002).
Health Outcomes
Health outcomes have been the focus of a fair amount of work–family research globally. Like most work–family research (Casper, Eby, Bordeaux, Lockwood, & Lambert, Reference Casper, Eby, Bordeaux, Lockwood and Lambert2007), much of this literature is cross-sectional, which makes cause and effect indistinguishable. However, the number of longitudinal studies, which allow for stronger inferences about causality, have increased during the past years in the Nordic context. In our review of health outcomes below, we focus mostly on longitudinal work.
Sickness Absence
In the Nordic countries (with the exception of Finland), women more often take sickness absence than men (Nordic Social Statistical Committee, 2015). In Sweden women account for 63% of all sickness days (Försäkringskassan, 2013). Similar numbers are reported from Denmark and Norway with women accounting for 61% (Eurofound, 2010) and 76% (Statistics Norway, 2016) of all sickness absence, respectively. In terms of women with children, findings are a bit more nuanced. Some of studies have found that women with children are less prone to (short-term) sickness absence than other groups (Björklund, Reference Björklund1991; Bratberg, Dahl, & Erling, Reference Bratberg, Dahl and Erling2002; Vogel, Kindlund, & Diderichsen, Reference Vogel, Kindlund and Diderichsen1992), while other studies report either no relationship (Abrahamsen, Reference Abrahamsen1991) or even a positive relationship between motherhood and sickness absence (Hansen, Reference Hansen1996).
Some studies found even more complex results based on additional factors. For example, mothers of young children take fewer short-term but more long-term sickness absences (Björklund, Reference Björklund1991; Blank & Diderichsen, Reference Blank and Diderichsen1995). One prospective study based on a Swedish sample of female municipality workers found that having children was not a risk factor for repeated sick leave spells or long-term sickness absence for married/cohabiting women, but a relationship was found among single women with children (Voss et al., Reference Voss, Josephson, Stark, Vaez, Alexanderson, Alfredsson and Vingard2008). A study using data from twins in Sweden compared women who gave birth during a certain time-period (different time-periods were analyzed) with their twin-sisters who did not give birth. The result showed no major differences in the uptake of sick-leave for women who gave birth compared to women who did not give birth. However, women who gave birth had higher levels of sick leave the year before the birth of their child (Alexanderson et al., Reference Alexanderson, Björkenstam, Kjeldgård, Narusyte, Ropponen and Svedberg2013). Lastly, results presented in a report from the Swedish Social Insurance Agency (Försäkringskassan, 2013) suggest that the risk for sickness absence increases in cases where women are responsible for a disproportionate amount of child care tasks while also having occupations of similar responsibility as their male spouses. Speculatively, the double-burden from home and paid work might be a reason for greater sickness absence. Taken together, there seems to be little evidence that having children in and of itself has any strong impact on sickness absence for women, but there are likely important moderators of the relationship (Mastekaasa, Reference Mastekaasa2000).
Although the Nordic countries dominate the empirical research investigating the relationship between family responsibilities and sickness absence (and absence more generally), few studies have invested the relationship between a direct measure of work–family conflict and sickness absence. Instead work–family conflict is measured via different proxies (e.g., having children living at home). An exception to this is a Finnish study where the authors found that severe negative work–family spillover was associated with a higher rate of sickness absence (Väänänen et al., Reference Väänänen, Kevin, Ala-Mursula, Pentti, Kivimäki and Vahtera2005). However, a Swedish study found work–family conflict to be only weakly associated with long-term sickness absence (Lidwall, Marklund, & Voss, Reference Lidwall, Marklund and Voss2010).
Mental Health
Although a number of studies have investigated the relationship between work–family conflict and mental health over time, they have produced divergent results, making it difficult to draw firm conclusions. For example, Kinnunen et al. (Reference Kinnunen, Geurts and Mauno2004) found that among employed women with a partner and/or children, a high level of work–family conflict at Time 1 predicted psychological symptoms one year later, but psychological strain at Time 1 did not predict later work–family conflict (i.e., no reverse relation was found). For men, however, the relationship was the opposite; psychological distress at Time 1 predicted work family conflict one year later, but no relationship in the other direction was found. In terms of depression, one study investigated the relationship between work–home interference and depression, measured as both major depression and prescription of anti-depressants over a time-period of two years, based on a large Swedish sample. Results from this study indicated a positive link between work–home interference and subsequent major depression among women and work–home interference and prescription use of anti-depressants among men (Hanson, Leineweber, Chungkham, & Westerlund, Reference Hanson, Leineweber, Chungkham and Westerlund2014). Additionally, this study found reverse relationships from major depression to subsequent high work–home interference among both women and men.
Other mental health outcomes, such as emotional exhaustion, have also been examined. A Finnish study did not find any long-term association between work–life balance and job exhaustion (Rantanen, Kinnunen, Feldt, & Pulkkinen, Reference Rantanen, Kinnunen, Feldt and Pulkkinen2008), whereas a Swedish study reported increased odds for emotional exhaustion for women and men who reported high levels of work–family conflict two years earlier (Leineweber, Baltzer, Magnusson Hanson, & Westerlund, Reference 301Leineweber, Baltzer, Magnusson Hanson and Westerlund2013). Yet another study found that baseline emotional exhaustion was associated with work–family conflict two years later (Richter, Schraml, & Leineweber, Reference Richter, Schraml and Leineweber2015), but work–family conflict at baseline did not predict later emotional exhaustion. Another study by Innstrand et al. (Reference Innstrand, Melbye Langballe, Espnes, Falkum and Gjerløw Aasland2008) found that work–family conflict was positively related to emotional exhaustion and disengagement from work two years later. Support for reverse relations, that higher levels of emotional exhaustion and disengagement from work at Time 1 were related to higher levels of work–family conflict at Time 2, were also found.
Sleep
A number of studies, mainly Finnish, investigated the association between work–family conflict and sleep problems using cross-sectional designs (Lallukka, Chandola, et al., Reference Lallukka, Rahkonen, Lahelma and Arber2010; Lallukka, Rahkonen, Lahelma, & Arber, Reference Lallukka, Rahkonen, Lahelma and Arber2010; Nylen, Melin, & Laflamme, Reference Nylen, Melin and Laflamme2007). These studies found that both work-to-family and family-to-work conflict were negatively related to sleep quality (Nylen et al., Reference Nylen, Melin and Laflamme2007), even when controlling for working conditions and health behaviors (Lallukka, Rahkonen, et al., Reference Lallukka, Rahkonen, Lahelma and Arber2010). In a study with a sophisticated design based on prescribed drugs registry data, Lallukka and colleagues (Reference Lallukka, Arber, Laaksonen, Lahelma, Partonen and Rahkonen2013) found a clear association between family-to-work conflict and subsequent prescribed sleep medication, and a somewhat weaker association between work-to-family conflict and subsequent prescribed sleep medication among women, but no such associations were found among men. Another Finnish study found that work–family conflict was related to self-reported sleep problems one year later (Mäkelä, Bergbom, Tanskanen, & Kinnunen, Reference Mäkelä, Bergbom, Tanskanen and Kinnunen2014).
Health Behaviors
There is a relative scarcity of studies linking work–family conflict and actual health behaviors in Nordic countries. This may be attributable partly to the fact that measuring health behaviors is challenging and results might be biased due to social desirability and recall errors. However, there are some studies, mainly from Finland, which focus on the association between work-to-family and family-to-work conflict and various behavioral health outcomes. In a Finnish study, work-to-family conflict was associated with a lower likelihood of getting the recommended amount of physical activity (Roos, Sarlio-Lähteenkorva, Lallukka, & Lahelma, Reference Roos, Sarlio-Lähteenkorva, Lallukka and Lahelma2007) and a higher likelihood of problem drinking (Roos, Lahelma, & Rahkonen, Reference 302Roos, Lahelma and Rahkonen2006) among both women and men. Similarly, women and men experiencing family-to-work conflict were found to have a lower likelihood to report following nationally recommended food habits (Roos et al., Reference Roos, Sarlio-Lähteenkorva, Lallukka and Lahelma2007). Yet, these studies suggest some gender differences, too. Only among women, work-to-family conflict was associated with heavy drinking (Roos et al., Reference 302Roos, Lahelma and Rahkonen2006) and unhealthy food habits (Lallukka, Chandola, et al., Reference Lallukka, Chandola, Roos, Cable, Sekine, Kagamimori, Tatsue, Marmot and Lahelma2010; Roos et al., Reference Roos, Sarlio-Lähteenkorva, Lallukka and Lahelma2007), though this association was no longer significant after controlling for work-related factors in Roos et al. (Reference Roos, Sarlio-Lähteenkorva, Lallukka and Lahelma2007). Only among men, higher levels of work-to-family conflict were associated with smoking (Lallukka, Chandola, et al., Reference Lallukka, Chandola, Roos, Cable, Sekine, Kagamimori, Tatsue, Marmot and Lahelma2010). All the aforementioned findings are based on cross-sectional studies. To the best of our knowledge, there is only one study in the Nordic region examining the association between work–family conflict and health behavior over time. This Swedish study reports a positive association between work–family conflict and problem drinking two years later among men, but not among women (Leineweber, Baltzer, Magnusson Hanson, & Westerlund, Reference 301Leineweber, Baltzer, Magnusson Hanson and Westerlund2013).
Comparative Findings
The Nordic countries are often considered to be frontrunners with regard to gender equality, and it has been suggested that women and men in Nordic countries should experience less conflict and more balance between work and family demands than elsewhere. Indeed, a cluster analysis conducted by Öun (Reference Öun2012) revealed that most women and men (61%) in the Nordic region (inclusive of Denmark, Sweden, Norway, and Finland) fit best in a cluster labeled “work and family balance,” while about one third (36%) fit into a cluster indicating “occupational work overload” (i.e., experiencing work spilling into family life). Only around 3% fell into a cluster labeled “dual work overload,” indicating high levels of both work-to-family and family-to-work conflict. Moreover, this study also reported some differences between the Nordic countries. Women in Finland reported significantly less work–family conflict than women in Denmark, Sweden, and Norway. Öun (Reference Öun2012) explained this finding as due to women having to make a more distinct choice between work and family in Finland, as there are fewer possibilities for part-time work on the one hand, but cash-for-care benefits are available on the other hand.
However, when comparing the Nordic countries to other country clusters, results are not clear. In contrast to what might be expected, several studies found that parents in Nordic countries report higher levels of work–family conflict than those in other European countries (Boye, Reference Boye2011; Strandh & Nordenmark, Reference Strandh and Nordenmark2006; van der Lippe, Jager, & Kops, Reference Van der Lippe, Jager and Kops2006). For example, one study comparing single and cohabiting mothers in Southern Europe (Greek, Spain, and Portugal) to those living in the Nordic countries (Denmark, Norway, and Sweden) found that coupled mothers living in the Nordic countries experienced more work–family conflict than those in Southern Europe. At the same time, mothers in the Nordic countries (both single and coupled) were more satisfied with life, experienced their job as more enriching, and reported less financial problems than mothers from South European countries (Bull, Reference Bull2009). This finding is in line with the idea of the beneficial effect of dual roles. Differences in experienced work–family conflict are possibly due to the relatively longer working hours and the higher proportion of women and mothers in paid work in Nordic countries. Indeed, this hypothesis is partly supported in a study comparing work-household conflict in five European countries (Strandh & Nordenmark, Reference Strandh and Nordenmark2006). In this study, the relatively higher levels in work-household conflict reported by women in Sweden compared to women in the United Kingdom and the Netherlands were explained by a higher education level and longer working hours among women in Sweden (i.e., when education and working hours were accounted for statistically, the differences disappeared).
However, the difference between Sweden and Hungary/the Czech Republic could not be explained by those variables (i.e., education and work hours). The relatively higher levels of work–home conflict in Sweden in comparison to the Eastern European countries might instead be explained by the gender culture hypothesis (van der Lippe et al., Reference Van der Lippe, Jager and Kops2006). This hypothesis states that as combining work and family life is an issue in the Nordic countries, feeling stressed and hurried has become part of the culture. It has also been suggested that the generous social provisions to support work–life balance in the Nordic countries put social demand on women (and men) to “perform well in all spheres of life” (i.e., they must be a good employee, a good parent, and a good partner) (Guest, Reference Guest2002). This in turn generates feelings of incompetence and conflict. In a similar vein, Elvin-Nowak (Reference Elvin-Nowak1999) suggested that mothers were exposed to two conflicting norm systems, the norm of equality between women and men (sharing equally on work and parenting) and the norm of the “good mother” – that children’s access to the mother is of special importance for the development of the child. This data was gathered some time ago and as social norms develop, it is hard to say to what extent these two norms systems still collide and to what extent they also affect fathers.
In contrast to the previously mentioned studies, other studies found less work–family conflict in the Nordic countries in comparison to others. One study investigated the relationship between work–family and family-work conflict and family-friendly policies in 10 countries and found that fathers and mothers in countries with more expansive family leave (i.e., Nordic countries) reported less family-work conflict (Ruppanner, Reference Ruppanner2013). Another study found that publically available childcare facilities alleviated the adverse effect of children on work–family conflict for mothers (Crompton & Lyonette, Reference Crompton and Lyonette2006). Also, in the OECD better life index, the Nordic countries are among those with best work–life balance. Taken together the results indicate that national policies and institutional arrangements make a difference and enhance gender equality as well as work–life balance for women and men (Stier, Lewin-Epstein, & Braun, Reference Stier, Lewin-Epstein and Braun2012). Still, the presence of a family-friendly policies is not a guarantee for a better compatibility of paid and unpaid work, as organizational and national culture also play a critical role.
Future Research Directions
As noted previously, most of the research in the Nordic countries has concentrated on the negative effects of combining work and family. Although there is an increasing interest regarding possible positive work–family effects, much remains to be done. Further research about longitudinal relationships between antecedents of work–family enrichment and its effects on health and well-being as well as work-related outcomes is warranted.
As we discussed in the Comparative Findings section, it remains unclear how well people in the Nordic countries perform in terms of work–family management given the mixed research findings. One important aspect in better understanding these conflicting findings might be found in the individual expectations that people hold about being able to balance work and family demands. Both women and men have often place high expectations on themselves regarding success in working life and in terms of being an engaged and attentive parent. This together with highly individualized societies where everyone is responsible for her/himself might be one underlying reason for the still relatively high number of women and men experiencing work family conflict in the Nordic countries. The importance of expectations is worthy of future investigation.
In regard to the negative effects of work–family conflict on health, the health registries available in the Nordic countries provide a unique and still underutilized methodological contribution. Those registries cover a diversity of health outcomes (e.g., dates of sickness absence and hospitalization with medical diagnosis, cause of death, and prescribed drugs) and cover the entire population. Those data can be linked to questionnaire data on, for example, work–family conflict by the unique personal identification number given to every resident. Until recently, few studies have used the unique information available from registries to link work-family conflict to objective measures of health outcomes and further research is warranted.
Modern working life is rapidly changing, as is family life, and the proportion of home-based teleworkers (measured as the percentage of total labor force that telecommutes) among European countries is highest in the Nordic Countries (i.e., Finland, Sweden, and Denmark) (Rapp & Jackson, Reference Rapp and Jackson2013). The introduction of new technologies and telework increases flexibility in working life, but also allow for constant availability. Possible drawbacks, such as an increased risk of employees being constantly involved in work – even during their free time – may impair both family life and recovery (Demerouti, Derks, ten Brummelhuis, & Bakker, Reference Demerouti, Derks, ten Brummelhuis, Bakker, Korunka and Hoonakker2014) and are worthy of further investigation. Additionally, certain groups might be affected differently by the introduction of new technologies and the accompanying flexibility. For example, some research suggested that women benefit more from increased control over their working time than men, but it has also been proposed that work-time flexibility may have adverse consequences for women’s work–home balance, as women may end up engaging in more non-work responsibilities (Hammer, Neal, Newsom, Brockwood, & Colton, Reference Hammer, Neal, Newsom, Brockwood and Colton2005). Future research might shed light about the positive and negative sides of increased telework and the resulting flexibility on work time and place given the high prevalence of flexibility use in Nordic countries.
As described previously, the labor market is strongly gender segregated in the Nordic countries with women overrepresented in the public sector and men overrepresented in the private sector. How work is organized in these sectors influence the ability to combine work and family not only for the individual, but also for their spouse, as family members work and family behaviors are interdependent upon each other’s’ working conditions. More research is needed regarding which factors hinder or facilitate the successful combination of work and home demands at the couple level, and the Nordic setting seems apt for such research given the high degree of participation in the labor market among both women and men and the high prevalence of gender occupational segregation.
Conclusion
The Nordic countries have long been focused on developing and sustaining dual-earner/dual-carer societies and, as such, experience high gender equality comparatively across the globe (World Economic Forum, 2014). Even so, the gender differences in caring are still large in the Nordic countries and the labor market is highly gender segregated. On the one hand, when both women and men are fully engaged in work and care, the risk of work–family conflict may be increased. On the other hand, the positive aspect of being deeply involved in these two valued spheres of life might counterbalance some of the potential negative consequences. Taken together, there is a large amount of work–family research in the Nordic region, especially regarding possible health consequences following work–family conflict. Still, further research making use of more advanced study designs and registry data is warranted.
Latin America is a region marked by a diverse mix of sophisticated cultures and progressive social change. It is also an area with high levels of economic, social, political, and territorial inequality (Riffo, Reference Riffo2011). Similarly, the area is well-known for its machismo, or strong sense of masculine pride and assumption of male superiority (Faur, Reference Faur, Mora, Moreno and Rohrer2006; Puyana Villamizar, Reference Puyana Villamizar2012). These issues make research on work–family dynamics both interesting and essential. They also make such research difficult and somewhat nuanced from other parts of the globe. In this chapter, we explore the unique aspects of Latin America on matters related to the interplay of work and family issues. Specifically, we examine the region’s economic growth and social development policies and how they impact families and the quality of life therein. Further, we highlight some of the key findings from work–family research conducted in this region, and how they relate to findings conducted elsewhere. In our examination, we touch on some of the underlying assumptions that seem to appear in work–family research emerging from Latin America, as well as unique challenges to conducting research in this region.
Defining the Region
It is important to identify what countries comprise Latin America. For the purposes of this chapter, we are limiting our investigation to those regions of the American continent that, because of language, religion, colonization, as well as international affairs history, share some social and sociopolitical similarities (Quijada, Reference Quijada1998). In particular, we define Latin America as comprising select countries from North America (i.e., Mexico), Central America (i.e., Guatemala, Honduras, El Salvador, Nicaragua, Costa Rica, and Panama), and South America (i.e., Venezuela, Colombia, Ecuador, Peru, Bolivia, Brazil, Uruguay Paraguay, Argentina, and Chile).
We note the exclusion of Belize, an English-speaking country from Central America, French Guyana, and Suriname in South America, as well as the Caribbean islands as part of Latin America. The reasons for these exclusions lie in the fact that they have some distinct cultural aspects from the aforementioned countries (Quijada, Reference Quijada1998). A detailed explanation of such differences beyond the scope of this chapter. Rather than elucidate them, we simply focus our investigation on the countries that fall within our defined region, and invite readers to interpret and reflect on our findings accordingly.
Latin American Context
In order to fully understand the driving force behind the types of work–family research being conducted and the findings that may be unique to Latin America, it is important to understand the general context of the region. In terms of issues that have clear relevance to work–family dynamics, we focus our discussion on (a) historical events that have led to economic turmoil and work insecurity, (b) the machismo mindset, gender roles, and gender inequality that exists within the population, (c) the degree of collectivism and focus on the family that are traditional hallmarks of the region, and (d) the contemporary challenges to traditional views that are occurring in Latin America. Each of these issues, both separately and in combination with one another, contributes to the need for work–family research in the area and serves as an explanation for differences that emerge in comparative studies of the region with others.
Economic Turmoil, Inequity, and Work Insecurity
First, it is important to note the economic turmoil the region has faced and the impact on work insecurity that continues to exist. In Latin America, the globalization of the economies was accompanied by the implementation of economic adjustment policies and the neo-liberal economic model (Ramos, Reference Ramos1997). Although free markets and global free trade are certainly not new concepts, the move toward a more capitalistic approach has had unfortunate consequences for workers in the region. In particular, the move toward neoliberalism has resulted in a reduction of the welfare state, along with improvements to the macro economy, lessened social protection, a liberalization of labor regulations, and incentivized economic activity. These changes have introduced precarious, poorly paid, insecure, and unprotected work (Faur, Reference Faur, Mora, Moreno and Rohrer2006). Taken together, these issues have clear relevance for work–family issues, as the work side of the equation is clearly impacted.
In addition to economic turmoil and work insecurity, there is a large degree of economic inequality that exists within Latin America. As a stark example, despite most South American countries reducing their poverty level during the first eight years of this century, the Gini coefficient, which measures the disparity of income, has increased and remains the highest compared to other world regions (Ortiz & Cummins, Reference Ortiz and Cummins2011; Riffo, Reference Riffo2011). Similarly, although the proportion of households below poverty level decreased from 41% to 35% between 1990 and 1999, the overall population in poverty has increased as the population has grown and a greater number of children are living in low income households (Arriagada, Reference Arriagada2001). Moreover, because of the strong concentration of economic activity in a few places in each country, as well as concentration of the population in specific geographic areas, economic growth and social change are stronger in some areas than others. As a result, the inequality is not only economic, but also social, political, and territorial (Riffo, Reference Riffo2011). Thus, there remains widespread disproportionate economic hardship within Latin America, potentially having a great impact on both current and future generations.
Machismo, Gender Roles, and Gender Inequality
The machismo mindset of much of Latin America and the accompanying gender roles that exist in these societies also has direct relevance for work–family scholarship. The strong sense of masculine pride, a key characteristic of machismo cultures, has resulted in social regulation of women and power asymmetry between men and women. As Jelín (Reference Jelín and Arriagada2007) describes, the origin of this machismo culture comes from Spanish and Portuguese colonization, where social regulation was based on Catholic canonical principles. Although civil law gradually incorporated some secular principles, much of Latin America remained largely patriarchal for quite some time, such that men held the right to decide on the life and death of their relatives and women were expected to be obedient to their father first, and their husband later, as a public policy imperative. According to law, women were not citizens, had no full legal competence, were dependent, in need of protection, and unable to conduct public activities themselves. Also, the power asymmetry served as one of the foundations of violence toward women in different social contexts, resulting in high incidence rates of domestic violence in Latin America (Arriagada, Reference 318Arriagada and Arriagada2007b; Bárcena & Prado, Reference Bárcena and Prado2010). Although not this extreme in all parts of Latin America today, the current distribution of resources, power, and time in much of Latin America continue to give women unequal participation in the labor market, political realm, and public life compared to their male counterparts (Arriagada, Reference Arriagada2002).
Along with the machismo culture is a strong set of beliefs about how men and women should present themselves and for what roles they should be responsible. For example, a number of qualitative studies have shown that whereas work and paternity are seen as mandatory for men within Latin America, maternity, caregiving, and household duties are seen as mandatory for women (Faur, Reference Faur, Mora, Moreno and Rohrer2006; Olavarría, Reference Olavarría, Olavarría and Céspedes2002; Puyana Villamizar, Reference Puyana Villamizar2012). Thus, when women in Latin America engage in paid work, they not only challenge the traditional view that women are solely responsible for household and caregiving responsibilities, but they likewise challenge their gender identities. In other words, by working, women are creating a situation in which men may need to assist with household duties, and as such they are challenging men’s experience of masculinity, as well as their own experience of femininity (Olavarría, Reference Olavarría, Olavarría and Céspedes2002).
Along these lines, strong traditional assumptions remain about the responsibilities of Latin American men and women in domestic and paid labor. Along the second half of the twentieth century, particularly with the growth of capitalism at the end of the century, women entered into the labor market in large numbers (Puyana Villamizar, Reference Puyana Villamizar2012). However, the influx of women into the labor market has not necessarily resulted in more egalitarian views toward household responsibilities, as women, despite sharing the role of provider, still take on the bulk of caregiving responsibilities (Faur, Reference Faur, Mora, Moreno and Rohrer2006; Puyana Villamizar, Reference Puyana Villamizar2012).
Indeed, a great deal of inequity exists between the sexes in Latin America, both in terms of how men and women are treated within the workplace as well as how they divide household duties. For example, the reduction of the welfare state and the resulting precarious work described above has not only differentially impacted the poorest of the population, but also has taken a greater toll on women, thereby exacerbating not only economic inequity but social inequity as well (Faur, Reference Faur, Mora, Moreno and Rohrer2006; Hopenhayn, Reference Hopenhayn and Arriagada2007). Within Latin America, initial job opportunities for women were somewhat limited and often included informal, non-regulated jobs they could perform from home. However, at the end of the 1990s due to family financial requirements and work regulation liberalization, women began working in part-time jobs outside of the home (Schkolnik, Reference Schkolnik2004). Unfortunately, the insecure, lower-paying, and unprotected nature of the part-time jobs that women had access to had the unfortunate result of increasing gender inequity, particularly in low-income families. By the beginning of the twenty-first century, although women had higher educational attainment and had increased their participation in regulated full-time jobs, they still held non-regulated and precarious jobs to a greater proportion than did men (Abramo & Valenzuela, Reference Abramo and Valenzuela2005; De Oliveira & Ariza, Reference De Oliveira and Ariza2000; Faur, Reference Faur, Mora, Moreno and Rohrer2006; Hopenahyn, Reference Hopenhayn and Arriagada2007; Schkolnik, Reference Schkolnik2004).
In addition, gender inequality appears to exist at home, with household duties still unequally distributed despite women being more active participants in the workplace, creating a hardship for women with regard to work–family management. Research in this region suggests that Latin American men are uncomfortable taking over household tasks; therefore, they react by increasing their participation in paternity-related responsibilities (e.g., taking children to school, helping them with homework, playing with them, taking them to bed), while leaving household tasks to women (Burín, Reference Burín2004; Cosse, Reference Cosse2009; Wainerman, Reference Wainerman2000). These nonpaid “jobs” at home may explain why Latin American women report working, in total, more hours compared to their male counterparts with similar paid jobs. Moreover, the lack of help from their male counterparts may be creating even more work for women, as there is evidence that women heading a single-parent family spend less time in domestic duties than when they live with a partner (Arriagada, Reference Arriagada2009; Bárcena & Prado, Reference Bárcena and Prado2010; Díaz & Medel, Reference Díaz, Medel, Bell, Olavarría and Céspedes2002; Milosavljevic & Tacla, Reference Milosavljevic and Tacla2007; Mires & Toro, Reference Mires and Toro2010; OIT, 2009).
Women in Latin America experience a double burden because of the addition of duties from work on top of the ones from the family (Arriagada, Reference Arriagada and Arriagada2005; Hopenhayn, Reference Hopenhayn and Arriagada2007; Pautassi, Faur, & Gherardi, Reference Pautassi, Faur, Gherardi and Arriagada2005; Reinecke, Reference Reinecke2011; Schkolnik, Reference Schkolnik2004). According to Pomar and Martinez (Reference Pomar and Martínez2007), some Latin American women have opted to eliminate the burden by either quitting their work or choosing not to raise children. They found that those who have opted to work and have children experience the stress of working along with feelings of guilt caused by leaving their gender role aside. Finally, they found that only a few, usually young women, are able to manage work and family by developing more egalitarian relationships with their partners. Surprisingly, however, even though people in Latin America reported working more hours than did individuals from Anglo, Asian, and East European countries, the relationship between work demands and work interference with family was stronger for the sample of Anglo countries than for Latin American country samples (Spector et al., Reference Spector, Allen, Poelmans, LaPierre, Cooper, O’Driscoll and WiderszalBazyl2007). Also, in-depth interviews in several studies reveal women are not acutely aware of the double burden they experience when they become mothers, neither realizing their feelings of guilt because they are not taking care of their household and caring duties, nor keenly identifying the difficulties they face along their careers and the segregation of which they are object (Avendaño & Román, Reference Avendaño and Román2011; Burín, Reference Burín2008; Heller, Reference Heller2013).
Finally, research suggests that Latin American women face different sources of discrimination than do the men in the region. The unemployment rate for women is higher than it is for men, and women are discriminated against when searching for jobs because men are prioritized in the hiring process (ECLAC, 2015; Todaro, Mauro, & Yáñez, Reference Todaro, Mauro, Yáñez, Valenzuela and Reinecke2000). In other words, it is harder for women to get a job than it is for men to secure similar employment. In addition, women’s salaries are lower than those of men in the same positions (De Oliveira & Ariza, Reference De Oliveira and Ariza2000; Heller, Reference Heller2013; Orlando & Zúñiga, Reference Orlando and Zúñiga2000). The differential job opportunities, as well as career discontinuities related to childbearing, have a negative impact on women’s career development opportunities, segregating them to lower-status jobs that are seen as stereotypically female as well as to lower-level positions within organization (Acevedo, Reference Acevedo2012; Cerrutti, Reference Cerrutti2000; De Oliveira & Ariza, Reference De Oliveira and Ariza2000; Heller, Reference Heller2013; Mires, Reference Mires and Valenzuela2003; Orlando & Zúñiga, Reference Orlando and Zúñiga2000). While many of these issues are not unique to Latin America, with women worldwide often facing discrimination and pay inequity, these issues are particularly salient within Latin America given the strong gender roles and gender identities that exist in the region.
Collectivism and Family Focus
A third contextual issue relevant to work–family scholarship is the degree of collectivism and focus on the family that is seen in Latin America. Most people from Latin American countries are collectivistic (Hofstede, Hofstede, & Minkov, Reference Hofstede, Hofstede and Minkov2010), meaning they develop their unique identities based on their group. For Latin Americans, family in particular plays a central role as a source of identity because of the strong family values that exist, as well as the intensity of the sense of belonging (Carteret, Reference Carteret2012). As a result, the conflict between work and family domains may be viewed differently for Latin American individuals compared to individuals from areas in which family is of lesser importance. For example, results of comparative studies (described later in this chapter) indicate that individuals in Latin America report less work–family conflict despite reporting that they work more hours than individuals from other areas (Spector et al., Reference Spector, Cooper, Poelmans, Allen, O’Driscoll, Sanchez and Lu.2004). One explanation that has been suggested for this is because one’s work is instrumental for financial resources, which are necessary to family survival. Thus, work is not seen as conflicting with one’s family.
Another area of particular relevance for work–family research, especially with regard to differences from other regions, is the nature of family itself. In Latin America, the family is not limited to parents, children, and spouses, but rather includes members from one’s extended family (e.g., grandparents, aunts, uncles, and cousins). Furthermore, family may also include individuals not biologically related to an individual, such as those who have gained the trust of family members, but remain outside of the formal definition of family (Carteret, Reference Carteret2012).
This collectivism and family focus may also interact with the findings regarding gender inequality discussed in the previous section. That is, while women worldwide face similar experiences, an additional barrier that women in Latin America face is the strong focus on collectivism and importance of family to one’s identity. This heightened importance of the family combined with the crux of the family responsibilities falling on them leads to an extreme feeling of guilt because they feel they are (or are seen as) abandoning their family responsibilities, even when they plan and make sure the family demands are satisfied (Burín, Reference Burín2008; Díaz & Medel, Reference Díaz, Medel, Bell, Olavarría and Céspedes2002; Heller, Reference Heller2013; Morais, Nogueira, Menezes, Luiz, & Palmeira, Reference Morais, Nogueira, Menezes, Luiz and Palmeira2012; Pomar & Martínez, Reference Pomar and Martínez2007; Reinecke & Valenzuela, Reference Reinecke, Valenzuela, Valenzuela and Reinecke2000).
Challenges to Traditional Views
Paradoxically, another factor of relevance to work–family issues within Latin America is the ever-changing landscape. Although the region has traditionally been one of collectivism, machismo, and the other points noted above, the contemporary landscape is one that has begun challenging those issues on multiple levels, creating a fertile landscape for continued work–family research. One clear example of a challenge to traditional views involves the changing structure of the family. Since 1990, there has been a reduction of the standard nuclear two-parent families, with a rise in single-parent families, especially with women as head of the household, and an increase in non-family households, particularly single/one-person situations (Arriagada, Reference 318Arriagada and Arriagada2007b; Cerrutti & Binstock, Reference Cerrutti and Binstock2009; Hopenhayn, Reference Hopenhayn and Arriagada2007; OIT, 2009). Even in the “standard” nuclear families, however, there have been changes that has impacted work–family issues. For example, among nuclear families, one of the most important changes is the increase in the number of families in which both parents work (Arriagada, Reference 318Arriagada and Arriagada2007b, Faur, Reference Faur, Mora, Moreno and Rohrer2006). Also, there has been an increase in the number of extended and blended families (Cerrutti & Binstock, Reference Cerrutti and Binstock2009; Hopenhayn, Reference Hopenhayn and Arriagada2007). In addition, in the past decade, migration, as a familiar economic strategy, has fragmented families and created more long-distance or transnational families (Arriagada, Reference Arriagada2009).
Challenges to gender roles are also emerging with greater force. For example, as women have entered the workforce in greater numbers, scholars have examined their views of work and their meaning of work. Findings reveal that the meaning of work for Latin American women is diverse and different compared to the meaning of work for their male counterparts. Whereas men perceive their job as mandatory and necessary for providing for their families, women perceive their job less instrumentally and more linked to intrinsic motivations (Ochoa, Reference Ochoa2012). According to Pomar and Martinez (Reference Pomar and Martínez2007), for women of a high socioeconomic status, work is seen as allowing them to reach a professional self-realization. For middle-class women, work is seen as increasing their self-realization because the income can support them to improve their family and children’s well-being. Finally, for women in low-income households, work is viewed as providing a feeling of independence from their husbands and the pride to stand on one’s own. Along these lines, Latin American women identify household and caregiving jobs as being reflective of inactivity and confinement, while working in a paid job reinforces their individuality (López et al., Reference López, Ponce, Findling, Lehner, Venturiello, Mario and Champalbert2011).
These findings suggest that women’s views of gender roles may be changing, though men’s views may not be (or at least not at the same rate as women’s, as evidenced by the earlier findings regarding inequity with regard to domestic duties). One possible impetus for a change in gender roles and gender inequality across sexes lies in the distribution of power that exists with various types of couples. According to Burín (Reference Burín, Guzmán and L. y Tena2007), traditional couples are those in which the man holds the economic/rational power and the woman holds the affective power. In such couples, no change in gender roles is possible because the woman’s femininity as well as the man’s masculinity are challenged when the woman holds a paying job. Conversely, innovative couples are egalitarian, whereby both the man and the woman share the economic/rational as well as the affective power. In innovative couples, gender roles are equal because the man and the woman can undertake paid work as well as household and care duties without challenging their gender identities. Since innovative couples reach gender role equality, they are in a better position to manage the work–family interface. Finally, transitional couples are those in which the man keeps the economic/rational power and the woman maintains the affective power, showing characteristics of the traditional couple, but when family needs necessitate an additional income, usually because the man is unemployed, gender roles become flexible, and while the woman takes over the provider role, the man takes over household and care duties. Even though transitional couples share qualities of innovative couples, men and women in these couples experience feelings of guilt because they do not take on their “mandatory” roles. Although it is unclear whether some types of couples are more prevalent than others – or will become more prevalent over time – the point is clear: as family structures and couple dynamics change, the traditional views of men and women are likely to change as well and could have direct implications for work–family matters.
For example, because the traditional assumption of the Latin American family pattern maintains that there is a male provider and a female caregiver, the design and implementation of public policies fail to account for these different familial arrangements and leave a disproportionate amount of household as well as child and elder care duties to women (Arriagada, Reference Arriagada2007a, Reference Arriagada2009; Schkolnik, Reference Schkolnik2004). According to Arriagada (Reference Arriagada2001, Reference 318Arriagada and Arriagada2007b), the diverse social institutions responsible for the design and implementation of family public policies perform scattered interventions and uncoordinated programs in health, education, social security, poverty reduction, and eradication of violence among many other objectives, instead of designing and implementing explicit policies to protect families. Even the labor regulations, instead of facilitating the conciliation between work and family, make conflicting contributions to work–family balance in Latin America (Marco, Reference Marco2010), giving men no obligation to engage in caregiving duties (Marco, Reference Marco2011). Since conciliation practices are arranged for women, the conciliation of the family and work duties is reinforced institutionally as a female subject (Castro, Reference Castro2008; Díaz & Medel, Reference Díaz, Medel, Bell, Olavarría and Céspedes2002; Faur, Reference Faur, Mora, Moreno and Rohrer2006). In this scenario, the costs of the weakness of current solutions to reconcile work and family in Latin America still remain on women (Anderson, Reference Anderson2011).
Work–Family Research in Latin America
Work–family research in Latin America has been conducted by a variety of scholars. Some notable studies have been conducted by the United Nations Regional Commissions in Latin America, the Economic Commission for Latin America, and the Caribbean (ECLAC) and the International Labour Organizational (ILO).These studies have primarily focused on the economic and social context of the work–family interface, the influx of women in the labor market, and the economic and social effects as well as the inequalities in the distribution of jobs and the required changes, particularly in terms of public policies and labor laws, to improve work–family balance. Most of these studies used data gathered by the national statistic units of each country and merged by the United Nations Commissions Statistic Units.
Other noteworthy Latin American studies have not been conducted from state-sponsored datasets and have tended to focus on understanding antecedents and consequences of the work–family interface to improve people’s quality of life and organizational outcomes. Many of these studies are quantitative and have built on previously identified constructs and previously developed models, usually from other regions. The researchers of these studies usually use surveys, translated and adapted from research in other regions, and sometimes validated in previous local studies. Much of this research is published only in Spanish- or Portuguese-speaking journals with low visibility, and much of the results are only reported in graduate theses or presented at conferences. However, the increasing use of measures with reported empirical evidence of validity and reliability, as well as the high scientific interest on cultural comparisons, should increase the visibility of this research performed in Latin America.
Research in this area has largely mirrored research conducted in other regions. Namely, there has been a focus on antecedents and consequences of work–family conflict and facilitation as well as on strategies to cope with work–family conflict. In addition, comparative studies have examined how work–family issues in Latin America compare to other regions of the globe. We detail some of the findings from these studies below.
Antecedents and Consequences of Work–Family Conflict and Facilitation
Like research in other parts of the world, understanding the antecedents and consequences of work–family conflict has been an area of concern within Latin America as well. In line with the evidence gathered in other regions, in Latin America the antecedents to work–family conflict include work overload (Álvarez & Gómez, Reference Álvarez and Gómez2011; Patlán, Reference Patlán2013), time spent at work (Álvarez & Gómez, Reference Álvarez and Gómez2011; Feldman & Saputi, Reference Feldman and Saputi2007; Mires & Toro, Reference Mires and Toro2010), and the quality of one’s relationships at work (Da Silva Maia, Mata de lima Alloufa, & Medeiros de Arújo, Reference Da Silva Maia, Mata de lima Alloufa and Medeiros de Arújo2016). In addition, job stability and resources along with role conflict and role ambiguity are other antecedents, which may be particularly relevant in Latin America because of the regional expansion of the liberalization of the labor regulations (Álvarez & Gómez, Reference Álvarez and Gómez2011; Correa & Ferreira, Reference Correa and Ferreira2011; Feldman & Saputi, Reference Feldman and Saputi2007). That is, the instability and inequality described earlier could influence these particular antecedents to a greater extent within Latin America, and are therefore worthy of continued study and comparative work.
The effect of the work schedules in specific populations has received considerable attention in research conducted in Latin America. Among female nurses working rotating schedules in Chile, for example, for those nurses with children under twelve years old, only those that lived with a romantic partner had significantly lower psychological health (Avendaño & Román, Reference Avendaño and Román2011). Other research has shown that, among male mining workers in Chile, the level of work–family conflict is significantly higher for those who work away from home for some days at the mining site and then go back home for some days, in comparison with those who work in regular shifts and go home daily (Baez & Galdames, Reference Baez and Galdames2005). Furthermore, women’s job satisfaction seems to depend on whether they hold a full- or part-time job and whether they are mothers. When women have no children, they are more satisfied when holding full-time jobs, but when they have infants they are more satisfied with part-time work (Jiménez, González, & Reyes, Reference Jiménez, González and Reyes2015).
Effects of work–family conflict in Latin America mirror those in other parts of the world. For example, consequences include changes in mood and physical tiredness (Álvarez & Gómez, Reference Álvarez and Gómez2011; Feldman & Saputi, Reference Feldman and Saputi2007), lower physical and psychological health (Barros & Barros, Reference Barros and Barros2008), depression and anxiety (Feldman, Vivas, Lugli, Zaragoza, & Gómez, Reference Feldman, Vivas, Lugli, Zaragoza and Gómez2008; Grzywacz, Quandt, Arcury, & Marin, Reference Gryzywacsz, Quandt, Arcury and Marin2005), and physical exhaustion and fatigue (Grzywacz et al., Reference Grzywacz, Arcury, Marín, Carrillo, Burke, Coates and Quandt2007). Moreover, feelings of guilt related to one’s work–family situations and lack of time at home are related to depression and anxiety (Feldman, Reference Feldman2013). Research in Latin America has also shown that work–family conflict is negatively related to life satisfaction and job satisfaction, motivation, productivity, and concentration, and positively related to work stress (Alvial Salgado, Reference Alvial Salgado2012; Barros & Barros, Reference Barros and Barros2008; Da Silva Maia, et al., Reference Da Silva Maia, Mata de lima Alloufa and Medeiros de Arújo2016; Paschoal & Tamayo, Reference Paschoal and Tamayo2005; Sá de Souza, Reference Sá de Souza2007).
All of the previously cited research has focused on the negative effects of combining work and family, but there is some research that suggests positive effects, particularly for women. When women working in paid jobs have social support at work and report work–family enrichment, they show higher wellness and self-esteem as well as lower depression and anxiety compared to women who do not work (Feldman et al., Reference Feldman, Vivas, Lugli, Zaragoza and Gómez2008; Gómez, Pérez, Feldman, Bajes, & Vivas, Reference Gómez, Pérez, Feldman, Bajes and Vivas2000). Generally speaking, and not surprisingly, support seems to play an important role in managing work and family. Studies have found that instrumental and emotional support from the spouse or other family members helps women to deal with household and childcare duties (Álvarez & Gómez; Reference Álvarez and Gómez2011; Alivial Salgado, Reference Alvial Salgado2012; Barros & Barros, Reference Barros and Barros2008; Feldman, Reference Feldman2013; Jiménez & Fuentes, Reference Jiménez and Fuentes2011; Jiménez, Mendiburo, & Olmedo, Reference Jiménez, Mendiburo and Olmedo2011). Support from community and religious groups also interacts with job and family demands, acting as a buffer and decreasing the negative effect of demands on women’s health (Feldman & Saputi, Reference Feldman and Saputi2007). Another source of support comes in the form of paid services. Availability of reliable domestic workers to take over household duties as well as access to reliable child care reduces work–family conflict among women (Barros & Barros, Reference Barros and Barros2008; Jiménez, & Fuentes, Reference Jiménez and Fuentes2011). Support from the family domain also has effects on the work domain, with research showing that support from the spouse helps women to cope with job demands (Pereira, Almeida, Santos, & Cezar-Vaz, Reference Pereira, Almeida, Santos and Cezar-Vaz2011).
Coping with Work–Family Conflict
Strategies for dealing with work–family issues has also been an area of interest that has drawn attention from work–family scholars dealing with Latin American populations. Researchers have found that Latin American women implement numerous strategies to manage work–family conflict, many of which mirror those that women outside of Latin America would engage in. For example, individuals talk with their partners about their jobs, family, and future plans (Gonzalez Alfita, Reference González Alfita2010; Pereira et al., Reference Pereira, Almeida, Santos and Cezar-Vaz2011). Similarly, women increase their satisfaction at work by looking for and viewing work as a means of stability, personal success, or career development (Idrovo & Leyva, Reference Idrovo and Leyva2014). Finally, a coping strategy implemented by women in Latin America, and in line with those recommended for individuals in non-Latin American cultures, is to not bring work home when possible (da Silva Maia et al., Reference Da Silva Maia, Mata de lima Alloufa and Medeiros de Arújo2016).
Unfortunately, some researchers have found coping strategies utilized by Latin American women that may inadvertently contribute to the continued problems that the region has faced in terms of gender inequality. For example, in line with gender role differences yet counter to the changes in family structures, Álvarez and Gómez (Reference Álvarez and Gómez2011) found that Latin American women tend to quit their jobs to prioritize family, at least until children start school. In addition, women have opted to reduce work–family conflict by choosing to reduce the number of children they plan to have. On the other hand, researchers have found that some women buck the system, so to speak, and challenge the machismo ideals by reducing the time they dedicate at home and transferring their family duties to their husbands (Almeida Silva, Reference Almeida Silva2006). Still others seem to divide the line, and rather than foster current views or challenge them, they simply implement alternatives. For example, rather than pushing for gender egalitarianism in terms of domestic duties, Morais et al. (Reference Morais, Nogueira, Menezes, Luiz and Palmeira2012) confirmed that women with enough resources outsource domestic tasks.
In terms of organizational strategies, a few case studies are illuminating. For example, in Colombia, small and middle-sized companies have sought to increase work–family balance by involving family members in the organization’s activities, providing support to families when they are facing crises, offering professional advice to employees (e.g., accounting and legal advice unrelated to work), allowing more flexible work schedules, and giving employees a number of free days to attend to family duties (Flórez, Reference Flórez2014). In Mexico, programs exist but may be influenced to some extent by the gender of the owner, as suggested by research that found that small companies in the trade and services sector led by women implemented egalitarian and flexible work arrangement policies that favor work–family balance, while companies led by men did not (Arredondo, Velásquez, & De La Garza, Reference Arredondo, Velásquez and De La Garza2013).
As has been found in other regions, organizational support is also critical in Latin America. For example, studies have found that perceptions of organizational support as well as family-supportive supervisor behaviors, positively related to employees’ satisfaction with work–family balance in Chile and Colombia (Idrovo & Bosch, Reference Idrovo and Bosch2014). Similarly, perceptions of supervisor support increased affective commitment and buffered the effects of family interference with work on continuance commitment among Brazilians (Casper, Harris, Taylor-Bianco & Wayne, Reference Casper, Harris, Taylor-Bianco and Wayne2011). In Chile, social support from colleagues helps workers cope with work–family conflict (Jiménez & Fuentes, Reference Jiménez and Fuentes2011), and family-friendly organizational culture positively relates to employees’ organizational commitment (Jiménez, Acevedo, Salgado, & Moyano, Reference Jiménez, Acevedo, Salgado and Moyano2009).
Comparative Findings
A large-scale study that was conducted across four Latin American countries with different political and social contexts (i.e., Chile, El Salvador, Mexico, and Peru), in addition to Spain, used the IESE (Instituto de Estudios Superiores de la Empresa – i.e., Enterprise Higher Studies Institute) Family-Responsible Employer Index. The index is based on employees’ reports and assesses the degree to which organizations implement family-friendly policies and practices, and the employees’ career development does not depend on quitting family responsibilities (Bosch, Reference Bosch2014; Hendricks, Leon, & Chinchilla, Reference Hendricks, León and Chinchilla2006). According to data gathered in 2012, 63% of people in Latin America work in company environments that are considered difficult for work–family management, compared to 54% worldwide (Bosch, Reference Bosch2013).
Analyzing the IBM 2001 Global Work and Life Issues Survey, which included a total of forty-eight countries, Hill, Yang, Hawkins, and Ferris (Reference Hill, Yang, Hawkins and Ferris2004) found cross-cultural validity for the effect of job and family responsibilities on work–family conflict, work–family fit, and job satisfaction. The tested model was valid among the four culturally similar countries clusters only with few differences on the magnitude of the relationships among some clusters. Agarwala, Arizkuren-Eleta, Castillo, Muniz-Ferrer, and Gartzia (Reference Agarwala, Arizkuren-Eleta, Del Castillo, Muniz-Ferrer and Gartzia2014) also found cross-cultural validity on the relationship between work–life balance and affective commitment as well as the effect of managerial support on work–life balance among Spanish, Peruvians, and Indians. Halbesleben, Wheeler, and Rossi (Reference Halbesleben, Wheeler and Rossi2012), studied couples that work together in the same organization. They found higher levels of spousal support for these couples, which led to lower levels of emotional exhaustion and lower levels of time-based and behavioral-based work–family conflict, but higher levels of strained-based work–family conflict than couples working in different companies. These results did not differ between individuals from the United States and Brazil.
According to the Collaborative International Study of Managerial Stress (CISMS) reported by Spector et al. (Reference Spector, Cooper, Poelmans, Allen, O’Driscoll, Sanchez and Lu.2004), work–family stress had negative effects on intentions to quit, job satisfaction, and mental and physical well-being for the samples from Latin American, Chinese, and Anglo countries. However, even though the sample of Latin American countries reported working more hours and having more children than the samples from Chinese countries and Anglo counties, the Latin American and Chinese samples did not show a significant relationship between working hours and work–family stress while those from Anglo countries did. Additionally, the number of children at home did not show a significant relationship on family-work stress among the sample from Latin American countries, while there was a positive relationship among Anglo countries and a negative relationship among Chinese countries. The collectivistic nature of the Latin American and Chinese cultures is one explanation given to explain the significant effect of the workload on work–family stress. Although people from collectivistic cultures would assess work demands as an opportunity to support the family, people from individualistic cultures would experience the stress of not being able to fulfill both domains demands.
The CISMS 2 results reported by Spector et al. (Reference Spector, Allen, Poelmans, LaPierre, Cooper, O’Driscoll and WiderszalBazyl2007), conducted on four regional samples of countries, revealed that individuals from the Latin American countries showed the highest number of working hours and number of children at home compared to the other countries. This study gives additional support to the differential effect of the work demands on the interference of the work on family life. This time, also controlling for domestic help, the relationship between work demands and work interference with family was stronger for the sample of Anglo countries than for the three other samples with countries from Latin America, Asia, and East Europe. The stronger relationship between work demands and work interference with family might be explained because Latin America, Asia and East Europe are more collectivistic than are Anglo countries.
Masuda et al.’s (Reference Masuda, Poelmans, Allen, Spector, Lapierre, Cooper and Lu2012) findings, also based on CISMIS 2 data, shed additional light on the impact of culture on the relationship between flexible work arrangements (i.e., flextime, compressed workweek, telecommuting, and part-time work) and strain and time-based work–family conflict among managers. First, managers in Anglo countries were more likely to work in companies offering flexible work arrangements than people in Asian and Latin American countries. Second, the authors found that among Latin Americans the only type of flexible work arrangements that was negatively related to strain-based work–family conflict was part-time employment. For Anglo countries, flextime was negatively related to strain- as well as time-based work–family conflict, while for Asians flextime was only related to strain-based work–family conflict, but teleworking was positively related to strain-based work–family conflict.
From a macro-level societal analysis, according to Lyness and Judiesch (Reference Lyness and Judiesch2014), gender differences in the experience of work–family balance are larger in lower gender egalitarian societies (such as those in Latin America). Furthermore, in societies where people believe that biological sex should determine the social roles, women experience higher work–family conflict than do men. These results are consistent with research in the Latin American region that has shown that women are in charge of domestic duties and receive little support from their male partners (Lyness & Judiesch, Reference Lyness and Judiesch2014). Moreover, according to Ruppanner and Huffman (Reference Ruppanner and Huffman2014), the experience of work–family conflict is lower in societies in which women are part of the institutions making decisions about work and family policies. Latin America is a region with one of the lowest levels of participation by women among public companies, and especially for private companies (Ruppanner & Huffman, Reference Ruppanner and Huffman2014). Therefore, the experience of work–family conflict should be higher than in countries where women have higher level of empowerment.
Summary of Research Findings
The work–family interface has become a topic of interest not only for organizational research in Latin America, but for Latin American economic growth, social development, and gender inequality researchers. Research on the economic growth and social development in this region has focused on the effect of the implementation of the neo-liberal economic model in the influx of women into the labor market as well as the social inequities associated with them. The results of this research highlights the importance of a co-responsibility approach among families, employers, and the state in order to meet the challenges associated with work–family management.
Quantitative research from Latin America has largely replicated the results obtained from other regions, supporting the transcultural validity of the models imported to be tested in Latin America. Findings generally suggest that organizations should create family-friendly organizational cultures, design and implement family-supportive policies and practice, and increase social support from the supervisors and coworkers. Qualitative research findings have provided evidence that the collectivistic nature of the Latin American culture may be driving differential findings for the region. That is, similar to findings from individuals across the globe, the experience of the work–family interface seems to be driven by the number of roles a person holds and the interdependence among them. More importantly for individuals in Latin America, though, is the centrality of each role embraced in groups from different domains, particularly the family. Therefore, the work–family interface in Latin America should to be analyzed from a multiple role perspective.
Suggestions for Future Research
We offer several areas in which scholars interested in work–family dynamics within Latin America might best focus their efforts. First, researchers would be well-advised to better consider the social and economic inequalities that exist in the region when formulating their research questions. Research models must consider the heterogeneity resulting from the economic and social inequalities among territories, families, social classes, and working conditions. These variables may influence the models that have been created based on research in other regions. Testing work–family frameworks without considering the unique characteristics of the Latin American population may result in a misrepresentation of findings and potentially hide the effects of the economic and social inequalities that exist in the region.
Second, another issue that work–family scholars should consider is the lack of awareness that individuals have about gender inequalities and the double jeopardy effect that women experience, which comes from the strong division of labor present in Latin America. Because of this lack of awareness, self-reports might not adequately capture the actual effect of work and family duties on individual, organizational, and social outcomes. Indeed, it may be necessary to use objective measures of work and family demands, such as hours spent on various activities (e.g., work, household tasks, childcare duties, eldercare responsibilities), the number of tasks or duties for which a person is responsible, or the actual number and types of support that an individual utilizes.
A third consideration for research in this region is the strength of individuals’ gender identities and the machismo culture in Latin America. In Latin America, cultural norms may elicit more guilt from women for working (compared to men within Latin America and compared to women in other regions). Similarly, men may experience stronger negative reactions to women working as they see it as a threat to masculinity and power. We anticipate that work–family conflict is higher when gender identity is stronger because men and women in such situations are resistant to change their relationship to a more egalitarian one that would facilitate the management of work–family conflict as a couple. Research on this is strongly encouraged.
We also urge researchers in Latin America to take a roles perspective when conducting their work. Depending on how egalitarian the relationship is within a couple, women and men may differentially embrace the various roles of worker, spouse, parent, childcare provider, eldercare provider, and even coworker and relative. The number of roles, their centrality, and how important the work or the family domain is for a person may result in very different experiences of the work–family interface and yield differential effects on individuals’ quality of life and associated organizational outcomes. Scholars would do well to consider the various roles and their importance to individuals when conducting work–family research.
Finally, work–family researchers in Latin America should strive to test more complex models to more fully explain the work–family interface, incorporating the culturally driven constructs that influence the experience of work–family conflict. These more complex models require building clear, culturally driven constructs, as well as incorporating valid and reliable measures. Some of the constructs suggested within this chapter include social inequity, gender identity, and relationship style (e.g., egalitarian vs. traditional, and role centrality). Worthy of note is that the complexity of the suggested models will require larger samples with the variability required to test the specific effects of these variables.
Conclusion
In this chapter, we identified the ways in which the Latin American context has implications for work–family research. We identified several aspects of Latin America that have helped inform scholarship in the area, including economic turmoil and insecurity, gender roles and inequality, collectivism and the importance of family, and challenges to traditional views. We then described some of the findings from the extant research, both as standalone studies and as comparative works. We hope this chapter provides a better understanding of the dynamics that exist within Latin America and the influences that each has on the work and the family lives of the individuals within the region. The opportunities for future research are great, and the need continues to swell. Through continued research in the area, improvements can be made for individuals, organizations, and Latin America as a whole.
With the globalization of the world economy, Africa, like most regions, is undergoing an array of socioeconomic and demographic trends that makes the integration of work and family life challenging. As Chinchilla et al. (Reference Chinchilla, Las Heras, Torres, Chinchilla, Las Heras and Masuda2010) assert, jobs have become “more complex, demanding, and globalized than ever before, requiring long hours, increased availability, and effort” (p. 7). At the same time, family structures are changing; in Africa, the traditional caregiving role of the extended family is increasingly weakening. Despite African workers with care responsibilities facing similar challenges to their counterparts in other parts of the world, the intersection of work and family as a policy and academic issue in Africa has been left largely unexplored, and research on the subject can be described as emerging.
The aim of this chapter is to give an overview of this emerging research, with particular focus on the sub-Saharan African region. The chapter begins by giving a context of the region in terms of the current socioeconomic and demographic transformations that have implications for work–family management. This is followed by a brief history of major work–family research initiatives in the region. The findings of key African work–family studies conducted in the recent past are then presented before the chapter concludes with a discussion of future research ideas.
Context
Given historical, social, and cultural fluidity and diversity, caution should be exercised in making generalizations or assumptions that family systems in developing societies such as Africa are the same across ethnic, religious, national, regional or linguistic groupings (Joseph, Reference Joseph1994). What is undisputed, however, is that the family lays at the core of society in traditional Africa. For example, it has been argued that “each person in African traditional life lives in or as a part of the family” (Mbiti, Reference Mbiti1975, p. 175) and that “the family community was the fundamental element of the African, the basic sphere of action, through which he became integrated with the larger, human community … he always acted from within the sphere of the family” (Kisembo et al. Reference Kisembo, Magesa and Shorter1998, p. 202). Historically, as the unit of production, consumption, reproduction, and accumulation, the traditional African extended family – which was comprised of generations of close relatives living at home and away and within which cooperation, reciprocation, and an intense sense of solidary (Bigombe & Khadiagala, Reference Bigombe and Khadiagala2003; Ntozi & Zirimenya, Reference Ntozi, Zirimenya, Oruboloye, Caldwell and Ntozi1999; Mokomane, Reference Mokomane2013) – provided for the socioeconomic, emotional, psychological, and caregiving needs of family members through specific and well-defined gender and generational roles.
From a work–family interface perspective, the division of labor that was brought about by these roles lessened the work burden of individuals by spreading it across family members. Overall, with African societies being largely patriarchal, men were traditionally seen as the heads and breadwinners of their families and were responsible for the economic well-being of the family. Women, on the other hand, were responsible for the execution of domestic tasks, the provision of care for all family members (particularly children, the aged, the infirm, and the disabled), and for overall household management. Children contributed to the family by running age-appropriate errands and doing household and farm work, while grandparents were important providers of child care and socialization (Ntozi & Zirimenya, Reference Ntozi, Zirimenya, Oruboloye, Caldwell and Ntozi1999; Mokomane, Reference Mokomane2013). Other extended family members also had specific roles to play in ensuring the sustenance of the family. For example, female members of the family such as sisters, sisters-in-law, aunts, mothers, mothers–in-law were traditionally expected to offer their assistance in caring for newly born babies and nursing mothers. This, among other things, lessened the new mother’s emotional and physical burden, which typically characterizes this early period of childrearing (Mokomane, Reference Mokomane2011; Wusu & Isiugo-Abanihe, Reference Wusu and Isiugo-Abanihe2006).
Although the extended family in Africa has, to a large extent, maintained its place as the source of socio economic support and security for its members (Ntozi & Zirimenya, Reference Ntozi, Zirimenya, Oruboloye, Caldwell and Ntozi1999), the multifaceted and ongoing social, economic, and demographic transformations in contemporary Africa have led to notable changes in the structure and function of extended families. This has had important implications for the work burden of family members. Key among these changes include increasing female labor force participation, changes in nuptiality patterns, increased migration, and high prevalence of HIV/AIDS. Unlike in the past when wage employment was the domain of men and women’s roles revolved around the performance of domestic duties and agricultural work, one of the most striking labor market trends of recent times has been the growing proportion of African women in the labor force. Specifically, female labor force participation rates in the region increased over the last two decades from 59% in 1990 to 64% in 2014 (World Bank, 2016).
It is noteworthy, however, that the majority (74%) of these women work in the informal sector, such as in subsistence farming, crafts making, small scale manufacturing (e.g., bread-making, tailoring, food catering), informal services (e.g., gardening and domestic work), and informal trade (e.g., tuckshops). This sector is characterized by low-productivity, low and highly volatile earnings, and inadequate social protection coverage (ISSA, 2013; ILO, 2016). It has been found that family responsibilities both steered many African women toward informal employment and constrained their income earning activities as informal economy workers. Overall, although the flexible work hours that are typical of informal sector employment enhance the fulfillment of household and childcare responsibilities, family responsibilities often limit the types of activities and amount of time women can spend on their paid activities, thus aggravating women’s poverty levels and other vulnerabilities that come with being informal sector workers (Cassirer & Addati, Reference Cassirer and Addati2007).
Family structure and composition in traditional Africa hinged, to a large extent, on early dominant models of marriage which stressed several key components that included, inter alia, early marriage, especially for women, and almost universal marriage for both sexes (van de Walle, Reference Van de Walle, Foote, Hill and Martin1993). Since the 1970s, however, a large part of the continent began to experience significant transformations in nuptiality patterns, reflected mainly in the increase in age at first marriage, overall decline in marriage prevalence, and increased marital dissolution through divorce and separation (van de Walle, Reference Van de Walle, Foote, Hill and Martin1993; Hertrich, Reference Hertrich2002). As a result of these nuptiality patterns, female-headed households have become a common phenomenon in contemporary sub-Saharan Africa with recent figures showing that these type of households account for more than 20% of all households in many countries in the region (Mokomane, Reference Mokomane2013). These female-headed households are typically smaller than those headed by males, with an average of 3.9 and 5.1 members, respectively (Milazzo & van de Walle, Reference Milazzo and van de Walle2015). Female heads of households in Africa are twenty-seven times more likely to live in households in which they are the only adult living with one or more children and, often, with older persons (Milazzo & van de Walle, Reference Milazzo and van de Walle2015; Statistics South Africa, 2010). Among other things, these demographics suggest that female heads in the region have higher dependency ratios and care burdens than their male counterparts.
In the past, the caregiving responsibilities of female heads of households could have been addressed, to large extent, by the traditional kinship mode of residential settlement which availed family support for care roles and domestic tasks. While still existent, this type of support is becoming less available due to increased migration which has, among others things, led to the physical separation of family members and the reduced household sizes discussed above (Mokomane, Reference Mokomane2013). In a different vein and similar to what Sorj (Reference Sorj2004) found in Brazil, the availability of grandparents to allocate a good part of their time to helping their adult children in housework and child care seems to be creating a new generation of grandmothers that is very different from previous generations. This new generation is better educated, more socialized in the world of work, and more active in terms of social life.
Against the background of reduced kin support and assistance for child care, the provision of public childcare services has been identified as the most effective policy option for enhancing work–family balance and increasing women’s access to employment in developing countries (Alfers, Reference Alfers2015; Esplen, Reference Esplen2009). However, with few affordable, organized, and comprehensive public childcare services in many African countries, a common strategy for working mothers is to acquire the services of domestic workers or “house helps” (Mapedzahama, Reference Mapedzahama and Mokomane2014; Muasya, Reference Muasya and Mokomane2014). Although this is an important coping mechanism, available evidence suggests that from a child development and health perspective, it is not necessarily ideal. For example, an overwhelming majority of household helpers have no training, whatsoever, in childcare and often do not have any previous relationship with the child’s family. In essence, therefore, many working mothers trust and put the care, health and, literally, the life of their minor children in the hands of complete strangers. As Muasya (Reference Muasya and Mokomane2014) noted in Kenya, often when the employment relationship between the working mother and the helper sours it is common for the latter to harm the child or collude with criminals to rob the employers of valuable belongings. Additionally, as Reddock and Bobb-Smith (Reference Reddock and Bobb-Smith2008) noted in Trinidad and Tobago, household helpers are often mothers themselves with their own work–life challenges.
The HIV and AIDS epidemic has also puts great strain on the care-related activities of families in many parts of Africa. According to UNAIDS figures, 25.8 million people living with HIV are in sub-Saharan Africa, accounting for 70% of the global total (UNAIDS, 2015). Thus, as the primary caregivers for sick family members, working women in many African countries have the extra burden of providing care and support for family and household members with HIV and AIDS. For example, in a study of extended family caring for children orphaned by AIDS in Botswana, Heymann et al. (Reference Heymann, Earle, Rajaraman, Miller and Bogen2007) found that nearly half (47%) of orphan caregivers said that their work sometimes got in the way of their meeting children’s needs compared to less than one-third (30%) of those not caring for orphans. Furthermore, orphan caregivers were more likely to state that working overtime, irregular hours, or being far from their family caused difficulty meeting their caregiving responsibilities at home. Among those reporting difficulties, 67% reported being unable to find reliable childcare and 24% reported being unable to help children with school work while working overtime. HIV/AIDS-related care work has also been found to reduce working women’s time to do other potentially life-enhancing activities, such as engaging in income generation and skills building projects or further education (ILO, 2004) and to attend to other social relationships. For example, Heymann and colleagues noted that in Botswana, caring for children orphaned by AIDS impacted the time caregivers could care for other family members, including their parents and in-laws: such caregivers spent 34.7 hours per month caring for parents and in-laws compared with 43.7 hours for those without orphan care-giving responsibilities (Heymann et al., Reference Heymann, Earle, Rajaraman, Miller and Bogen2007).
History of the Study of Work–Family in This Region
The foregoing transformations suggest that support mechanisms that were traditionally offered by the extended family for domestic tasks and caregiving responsibilities in Africa are being stretched and in some cases have been exhausted. The consequence is that families are finding it increasingly difficult to continue caring for their young, old, sick, and disabled members, to reconcile work and family responsibilities, and to maintain intergenerational bonds that sustained them in the past. Taken together, these factors have contributed to the emergence of work–family management as an issue of grave concern at multiple levels – for individuals, societies, organizations, and governments (Dancaster & Baird, Reference Dancaster and Baird2008). Despite this, work–family issues have not been given high priority in academic circles in the region; political, economic, and labor market issues seem to be deemed more important topics of academic debate and research than the family in general and work–family interface in particular (Mokomane, Reference Mokomane and Mokomane2014b; Ziehl, Reference Ziehl2003). Indeed, there are essentially only two main institutions in the whole of Africa that have a focused interest in work–family research: the Nigerian-based Institute for Work and Family Integration (IWFI) and the Kenyan-based Center for Research on Organizations, Work, and Family (CROWF).
IWFI is a policy research, advocacy, and training center for the integration of work and family with the stated aim of “highlighting the impact of demographic shifts and rapidly changing technology on the family and the need for corporations to create enabling policies for work and family balance, resulting in Better Family, Better Business, Better Society.” The institute has close collaboration with the Lagos Business School, where one of Africa’s most prolific scholars on the subject, Chantal Ipie (who is also the chair of IWFI’s Board of Trustees), is based. To date the institute has hosted three conferences (2014, 2015, and 2016) and has an active events program (see www.iwfionline.org/category/programmes).
CROWF is a research institution within the Strathmore Business School in Nairobi, Kenya. Established in 2002, the vision of CROWF is to assist companies to manage people and their organizations through sound and well researched corporate policies. One way it does this is through the delivery of a course on work–life balance in the different management programs at the Strathmore Business School. Over the past ten years, the Center hosted a series of annual colloquia on work and family for researchers coming mainly from West, East, and Central Africa. However, the frequency of these colloquia have, over the year, declined due to funding constraints. Current work–family activities of the Center include conducting, in collaboration with the Families & Work Institute in Boston, the annual Employer and Employees General Survey in Kenya. The Center is also one of the only two institutions (the other being the Lagos Business school) that have to date implemented the International Family-Responsible Employer Index (IFREI) in Africa. IFREI is a diagnostic instrument aimed at analyzing the level of implementation of flexibility and work–family reconciliation policies in companies, their effect on the employees, and on the organizations themselves. Spearheaded by the Spain-based International Center for Work and Life at the IESE Business School, IFREI has been implemented globally since 1999 and, as of February 2014, a total of 16,000 people from twenty-one countries on five continents had participated in this cross-cultural international study.
Key Academic Findings
Although IWFI and CROWF are certainly laudable initiatives, their impacts are to a large extent “localized.” IWFI’s work, for example, is not well-known outside of Nigeria. Similarly, the outputs of CROWF’s colloquia were poorly disseminated to the African work–family community. These initiatives have, therefore, had little impact on the continental work–family discourse. This, and the overall paucity of research, means that there is “a disparate and fractured understanding of the dynamic interplay between work and family for those who live and work in [African countries]” (Shaffer et al., Reference Shaffer, Joplin and Hsu2011, p. 221). One of the first systematic efforts to bridge this research gap was an edited volume entitled Work–family interface in sub-Saharan Africa: Challenges and responses (Mokomane, Reference Mokomane2014a). With contributions from Botswana, Ghana, Kenya, Nigeria, South Africa, Zambia, and Zimbabwe, the book highlighted “various aspects or work–family interface in sub-Saharan Africa, including the antecedents and consequences of work–family conflict; its impact on workers and their families; workers’ current coping strategies and the limitations, and plausible future support and coping strategies” (Mokomane, Reference Mokomane and Mokomane2014b, p. 11).
The overall picture that emerged from the book was that not only is work–family research in Africa still rudimentary, but it also relies largely on a “predominant western permeation of conceptualizations, methods and operationalizations,” which implies that the results are likely to be inappropriate and not contexualized for African cultures (Shaffer et al., Reference Shaffer, Joplin and Hsu2011, p. 252). This was particularly evident in a chapter by Mokomane and Chilwane (Reference Mokomane, Chilwane and Mokomane2014) who conducted a broad review of African work–family literature using “work–life,” “work–life balance,” “work–family,” and “work–family conflict” as keywords to search the following databases: African Journals Online, EBSCOhost, ISI Web of Science, Proquest, SABINET, and the Sloan Work and Family Research Network. Studies. Their criteria for the search were that the study was published between January 2000 and mid-August 2011; published in a peer-reviewed journal; and based on research conducted in an English-speaking sub-Saharan African country. This search retrieved 303 articles, and after eliminating those that did not clearly address the nexus between work–family or work–life issues, only forty-four articles were reviewed. Notwithstanding its limitations (for example, the exclusion of non-English speaking African countries) the review provided cursory insight and a portrait of work–family research in sub-Saharan Africa in terms of the following:
Geographical focus: Much of the work–family research in the region emanates from South Africa and Nigeria, which is hardly surprising given that these are the two major economies in the region, with relatively higher proportion of workers in wage employment.
Content focus: A recent overview of the focus of work–family literature in the United States found that between 2000 and 2010 much of the scholarship focused on the key topics of gender, time, and the division of labor with a notable expansion of the field to consider the work–family issues of low-income populations and greater focus on men and fathers (Bianchi & Milkie, Reference Bianchi and Milkie2010). In a review of work–family and work–life research in Australia and New Zealand, Bardoel et al. (Reference Bardoel, De Cieri and Santos2008) noted that, the top three researched topics between 2004 and 2007 were organizations (i.e., policies, programs, strategies and support provided by organizations to alleviate employees’ work–life or work–family conflict and to promote work–life and work–family balance); work (i.e., working hours and the incidence of alternative work arrangements such as part-time, temporary and causal work as well as flexible work arrangements); and occupations/industries (i.e., specific occupations and industries). Mokomane and Chilwane’s review revealed that in sub-Saharan Africa much of the literature related to occupations or industries and gender, with the rest spread across different themes as shown in Table 17.1.
| Occupations/industries | 12 |
| Women in Academia | 4 |
| Breweries | 1 |
| Customer care | 1 |
| Management | 1 |
| Mining | 1 |
| Mixed industries (police service, earthmoving equipment, mining, nursing) | 1 |
| Nursing | 1 |
| Police service | 1 |
| Private organizations | 1 |
| Gender | 10 |
| Gender differences | 2 |
| Married women and work–family conflict | 2 |
| Women’s work–life conflict and coping strategies | 2 |
| Women’s work and breastfeeding | 4 |
| Organization | 5 |
| Family friendly workplaces | 2 |
| Organizational support | 3 |
| Families | 4 |
| Children home alone unsupervised | 1 |
| Dual-earner families | 2 |
| Working caregivers | 1 |
| Government | 4 |
| Breastfeeding policy | 1 |
| Parental leave policies | 1 |
| Work–life legislation | 2 |
| Health | 1 |
| Employees’ health | 1 |
| Work | 1 |
| Teleworking | 1 |
| Additional themes | 8 |
| Employees’ Health | 1 |
| Measurement | 2 |
| Tele-working | 1 |
| Time use | 2 |
| Work–family conflict and voluntary turnover | 2 |
Conceptualization and measurement: Mokomane and Chilwane’s (Reference Mokomane, Chilwane and Mokomane2014) review also found that five of the 44 sub-Saharan African articles were conceptual in nature and explored government policy and legislation. The majority (i.e., the other thirty-nine articles) were empirical, exclusively cross-sectional in design, and largely applied quantitative methodology using primary data from surveys. Relatively few articles were based on studies that used qualitative data and secondary data analysis.
Publication and dissemination of research outputs: In line with the geographic focus of the research discussed earlier, most of the publications appeared in local South African journals, specifically the South African Journal of Economic and Management Sciences Labour, the South African Journal of Industrial Psychology as well as the Nigerian journal, IFE PsychologIA. Table 17.2 shows the full list of other journals that published the African research. It is noteworthy that only two of the journals (i.e., Community Work & Family and Personnel Psychology) appear in the list of core academic journals that have been shown to demonstrate a commitment to work–family issues, and through which authors are likely to reach both researchers and policy-makers in the field, thus “proving useful to researchers and [facilitating] further development of the field of work/family research” (Drago & Kashian, Reference Drago and Kashian2003, p. 510). This therefore suggests that not only is work–family research in Africa limited, but the little that takes place does not reach the “right people.” This may partly explain why workplaces and conditions in the regions continue to be structured around an assumption that all workers have a source of unpaid labor to care for their families or that workers are somehow managing to reconcile their work and family responsibilities.
| Journals | Number of Articles |
|---|---|
| Acta Academia* | 1 |
| Acta Criminologica* | 1 |
| African Journal for the Psychological Study of Social issues* | 1 |
| African Journal of Business Management* | 1 |
| Agenda* | 1 |
| Child Abuse and Neglect** | 1 |
| Community Work & Family** | 2 |
| Eastern Africa Social Science Research Review* | 1 |
| Economic Development and Cultural Change** | 1 |
| European Journal of Scientific Research** | 1 |
| Gender and Behaviour* | 2 |
| Gender in Management** | 1 |
| Health Care for Women International** | 2 |
| IFE PsychologIA* | 3 |
| International Business Research** | 1 |
| International Journal of Human Sciences** | 1 |
| International Journal of Occupational Safety and Ergonomics** | 1 |
| Journal of Comparative Family Studies** | 2 |
| Journal of Diversity Management** | 1 |
| Journal of Human Ecology** | 1 |
| Journal of Social Development in Africa* | 1 |
| Personnel Psychology** | 1 |
| Population Studies** | 1 |
| Social Indicators Research** | 1 |
| South African Journal of Human Resources Management* | 2 |
| South African Journal of Labour Relations* | 1 |
| South African Journal of Industrial Psychology* | 4 |
| South African Journal of Psychology* | 1 |
| The International Business and Economics Research Journal** | 1 |
| The South African Journal of Economic and Management Sciences* | 5 |
Notes:
* Africa-focus
** International focus
The limited dissemination of African work–family research is also evident in other fora. For example, at the 2010 inaugural conference of the Work and Family Researchers Network in 2010, only six out of more than 200 papers presented were based on studies conducted in African countries. In the same vein, at the 2012 conference, only thirteen out of more than 200 papers on Africa were presented. At the 2016 conference, only ten out of more than 400 papers and two posters out of more than sixty were presented on African countries (Mokomane et al., Reference Mokomane, van der Merwe, Seedat Khan, Jaga and Dancaster2017).
Future Research Ideas
Against the background of the key findings of their literature review, Mokomane and Chilwane (Reference Mokomane, Chilwane and Mokomane2014) concluded that work–family issues in sub-Saharan Africa require further and broader consideration and that it is “imperative for governments in the sub-region to elevate the issues surrounding work–family interface in their policy agendas” (p. 202). To ensure this, a call was made to ensure that African research on the subject is easily accessible to other work–family researchers and policymakers and to facilitate the development of a work–family research community in the continent and the participation of sub-Saharan African researchers in the global work–family research community (Mokomane & Chilwane, Reference Mokomane, Chilwane and Mokomane2014). In response to this call, I convened – with seed funding from the South African National Research Foundation (NRF) – an inaugural workshop aimed at establishing a network of African work–family researchers. The workshop took place at the University of Pretoria in South Africa in September 2015 and was attended by academics and policymakers based in South Africa, the United Kingdom, Australia, Kenya, and Nigeria. Consistent with the argument advanced by Njuguna and Itegi (Reference Njuguna and Itegi2013), a session dedicated to discussing challenges of undertaking work–family research in Africa identified the limited funding for institutions of higher education and research in Africa and the resultant financial constraints as a key challenge. These challenges not only play a major role in the paucity of work–family research, but they also affect the integrity and quality of activities and outputs on the subject. The paucity and/or incompleteness of appropriate data was identified as another impediment to rigorous and comparative work–family research in Africa.
It was thus agreed that one of the key medium- to long-term aims of the African Research Network on Work and Family (ARNWF) is the development of joint funding proposals for collaborative research projects both within and across countries by members. Among other things, it is envisaged that with some research funding, the answering some of the most urgent and pertinent questions that remain around the subject will become feasible. Mokomane et al. (Reference Mokomane, van der Merwe, Seedat Khan, Jaga and Dancaster2017) provide a detailed account of this proposed research agenda which includes calls to explore: the care needs of older people; the extent to which HIV and AIDS continues to contribute to the crisis of care in Africa; the work–family needs and challenges of workers in the informal sector; and the role of employers in the provision of work–family balance arrangements. Additionally, a systematic literature review is being conducted to rigorously assess the state of African work–family research, to identify gaps, and to complement or refocus the proposed research agenda. It is envisaged that the review will be published in a high impact journal for the network of African stakeholders and the global work–family community.
Beyond these efforts, the inaugural ARNWF workshop proposed a few other issues that are worthy of study and further exploration using quantitative and qualitative techniques in a complementarily rather than in a mutually exclusive manner, as is currently the case in African studies on the subject. First, it was agreed that there is a need to conceptualize the meaning of family in Africa. Although the changes taking place within the African family structure are well-documented, the specific dimension of this transformation is not clearly understood. To provide the context within which the challenges of work–family reconciliation can be evaluated, there is a need to first document the systems of family and family traditions in the various countries and societies in the region. This will include assessing the types and patterns of families, their cultural and legal contexts, as well as the trends and factors affecting family development. For example, how do family rituals and routines interact with workplace demands? The composition of families (such as size, headship, organization), as well as the role, socio economic, and demographic characteristics of family members (for example, age, sex, marital status, employment, number, and age of children) are also worthy of study against the background of previous studies that have shown that these variables can have important implications for work–family conflict (see, for example, Blin, Reference Blin2008).
A second issue is additional examination of the extent and dimensions of work–family conflict in Africa. There is currently little evidence regarding what determines care burdens and work–family conflict in developing countries, or on whether workers of diverse social and cultural backgrounds are affected differently by their care burden (Blin, Reference Blin2008). In-depth qualitative studies should be used to explore how family and work circumstances influence African workers’ work burdens, the types and sources of work–family conflicts experienced by different types of workers, and their capacity to cope with conflict. Specific questions include: Which sources have the most influence on the different types of work–family conflict? Which of types of work–family conflict has the most influence on the well-being of workers and their families? How do workers define and perceive their work burden, and how do the definitions and perceptions differ between different types of workers? What choices and alternatives did the workers have regarding entry into the labor market? Do workers with caring responsibilities feel that these responsibilities have been affected by their entry into the labor force? If so, how?
Another issue is the exploration of the work–family challenges and needs of fathers. Although the tendency for domestic tasks and responsibilities to become the prerogative of women in families still pervades many societies, there is increased willingness and appreciation among some men towards the sharing domestic responsibilities (Reddock & Bobb-Smith, Reference Reddock and Bobb-Smith2008; ILO, 2004). There is, therefore, a need to address the gap in work–family research in which working men and fathers are underrepresented. The following questions are particularly worth addressing in Africa: How do working men and fathers compare with their female counterparts on key measures of work and family characteristics and work–family conflict? What work–family adaptive strategies do working men currently use, and how do these compare with those of working women? What are the work and family characteristics that significantly predict work–family conflict and balance for working men? How do measures of work–family conflict and responsibility for childcare differ among working fathers and working mothers?
To the extent that national culture can influence the kinds of policies adopted by governments and organizations (Epie et al., Reference Epie, Mwangi, Masuda, Chinchilla, Las Heras and Masuda2010) the role of labor legislation and collective labor agreements is an area relevant to Africa and worthy of additional research attention. Prevalent African cultures and social norms such as familism (which prioritizes family welfare over the individual’s) and patriarchy and its defined gender roles, for example, require African scholars to study the extent to which available mechanisms and provisions made by the public and private sectors actually facilitate the reconciliation of work–family responsibilities in the region.
Support can also occur at the national level, and different countries have various mechanisms available to facilitate the reconciliation between work and family responsibilities. These can range from the services of domestic workers or house helps to formal labor market policies and programs such as parental leave, flexible working arrangements, childcare facilities (Sorj, Reference Sorj2004). What is the range of formal and informal support mechanisms that are available for workers in the different African countries? What gaps exist between the needs for work–family reconciliation and the existing support measures? It would also be important to examine the views of employers (in both the private and public sectors) and trade unions on the broad issue of work–family.
Lastly, it will be worthwhile to explore the extent to which undeveloped infrastructure in most of Africa – for example, bad roads and the resultant chaotic traffic, poor public transport systems, unreliable electricity supplies, and chronic water shortages (Epie et al., Reference Epie, Mwangi, Masuda, Chinchilla, Las Heras and Masuda2010) – is exacerbating work–family conflict for workers in the region. Mechanisms to improve or effectively use the available infrastructure with the view of enhancing work–family management through, for example, telecommuting are also worthy of study.
Most research on the work–family (WF) interface has been conducted in Western societies; only a small proportion of studies have been carried out in Middle Eastern countries. This is a significant gap in the literature, considering that the Middle East represents a unique region of the world in terms of factors that might influence WF dynamics, including economic status, the influence of Islamic traditions, and the status of women in society (Metcalfe, Reference Metcalfe2008). The goal of this review is to explore existing empirical evidence on WF constructs in the Middle East. We start by defining this region and describing its socioeconomic and cultural characteristics. After reviewing the extant research on WF predictors, outcomes, and moderators for this region, we examine the small body of cross-cultural research comparing this region to others. We conclude by providing suggestions for future research.
The Middle Eastern Context
Defining the Middle East. Prior to delving into the overall cultural dimensions of this region, it is important to make explicit the specific countries from which this review pulls. Delineating the precise boundaries of the Middle East is not straightforward. For instance, Turkey is often considered to be straddling the border between Europe and Asia. Additionally, some conceptualizations include parts of North Africa with the Middle East, owing to similar historical and religious traditions, whereas others do not. Several conceptualizations include countries to the east of Iran, such as Tajikistan and Pakistan, whereas others consider these to be more appropriately clustered into their own category or clustered with Southeast Asia. Drawing from consensus among a number of past sources (House, Hanges, Javidan, Dorfman, & Gupta, Reference House, Hanges, Javidan, Dorfman and Gupta2004; Omran & Roudi, Reference Omran and Roudi1993; Ronen & Shenkar, Reference Ronen and Shenkar1985), for the present discussion we conceptualize the Middle East as consisting of the following countries: Bahrain, Egypt, Iran, Iraq, Israel, Jordan, Kuwait, Lebanon, Oman, Palestine, Qatar, Saudi Arabia, Syria, Turkey, United Arab Emirates (UAE), and Yemen.
Economic and sociopolitical context. For purposes of economic classification, Middle Eastern countries can largely be divided into those on the Persian Gulf that are oil-producing (i.e., Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, and UAE) and all other countries. Although the economy is on the rise, most Middle Eastern countries possess relatively low per capita gross national incomes around USD 5,000–15,000 (United Nations Development Programme, 2010). Thus, poverty remains an issue for many countries, with Iraq and Yemen demonstrating significantly higher poverty levels than the rest of the region. Oil-producing Persian Gulf countries are an exception, with Qatar boasting a nearly USD 80,000 per capita gross national income. Even within wealthy nations of this region, however, large income inequalities exist. Additionally, the unemployment rate in the Middle East has remained relatively stable since 1999, hovering right above 9%, which is higher than all other world regions except North Africa (United Nations Development Programme, 2010). In total, these statistics demonstrate that the region is economically diverse, both within and between countries.
The region as a whole is marked by political and economic change as it grapples with globalization, leading to the juxtaposition of Westernized business practices with traditional belief systems (Metcalfe, Reference Metcalfe2008; Sidani & Thornberry, Reference Sidani and Thornberry2009). Numerous Middle Eastern countries have struggled to identify skilled labor to compete with the global economy, holding on to vestiges of the bazaar system of trade (Sharda & Miller, Reference Sharda and Miller2001). Nonetheless, change is occurring at different rates throughout the region, and countries such as Turkey represent the opportunity to identify the changing nature of the WF interface as the region shifts to a more Westernized culture (Ergeneli, Ilsev, & Karapınar, Reference Ergeneli, Ilsev and Karapınar2010).
Government types across countries in the Middle East are a combination of democracies, monarchies, and theocracies (Mortazavi, Pedhiwala, Shafiro, & Hammer, Reference Mortazavi, Pedhiwala, Shafiro and Hammer2009). Governmental policies have important implications for the WF interface. Regarding worker protections, no Middle Eastern country guarantees equal pay for equal work by gender, although all guarantee from fourteen to thirty days of paid leave annually and all guarantee at least some paid maternal leave, with Iran being the most generous at six months. Four countries offer a few weeks of paid paternal leave, and all but three countries guarantee breastfeeding breaks at work for new mothers (World Policy Analysis Center, 2017). In total, these policies are on par with many Westernized countries (and superior to the United States in multiple respects).
Despite what is transpiring at the governmental level, many Middle Eastern countries lag behind leading Western organizations in terms of supportive WF practices (Forster, Al Ali Ebrahim, & Ibrahim, Reference Forster, Al Ali Ebrahim and Ibrahim2013). In fact, legal mandates protecting employee rights are not always strictly enforced (Aycan, Reference Aycan2001). This is potentially problematic because, as countries such as Turkey and the UAE become more Westernized, extended kin networks are progressively replaced by the nuclear family. As a result, employees may become significantly more reliant on organizational and legal policies to assist with work–family conflict (WFC; Forster et al., Reference Forster, Al Ali Ebrahim and Ibrahim2013).
Cultural values. Although individual countries within the region may display significant differences across various cultural dimensions, the GLOBE project (House et al., Reference House, Hanges, Javidan, Dorfman and Gupta2004) and other research has identified the following cultural hallmarks within Middle Eastern countries: a culture of honor (Glick, Sakallı-Uğurlu, Akbaş, Orta, & Ceylan, Reference Glick, Sakallı-Uğurlu, Akbaş, Orta and Ceylan2015), low gender egalitarianism, high in-group collectivism and focus on family, and high power distance (Aycan & Eskin, Reference Aycan and Eskin2005).
Many Middle Eastern societies espouse a “culture of honor,” which emphasizes the need to maintain a family’s honor within society (Nisbett & Cohen, Reference Nisbett and Cohen1996). Whereas men maintain honor by actively commanding respect and dignity, women maintain honor by avoiding bringing shame upon the family (Glick et al., Reference Glick, Sakallı-Uğurlu, Akbaş, Orta and Ceylan2015; Vandello & Cohen, Reference Vandello and Cohen2003). In Middle Eastern cultures, women largely accomplish this goal by maintaining their modesty. In turn, men are compelled to maintain the family’s honor by harshly punishing a wife’s intentional or unintentional shaming of the family (Vandello & Cohen, Reference Vandello and Cohen2003). The notable lack of legal protections for female victims of domestic violence serves as a societal marker of this belief system (Metcalfe, Reference Metcalfe2008).
Intricately related to the culture of honor is gender egalitarianism, which encompasses a society’s norms regarding the allocation of roles based upon biological sex. Countries espousing low gender egalitarianism value discrete role behavior for men and women (House et al., Reference House, Hanges, Javidan, Dorfman and Gupta2004). Historical (mis)interpretations of Islamic teachings in the region have led to low gender egalitarianism, valuing the role of men as leaders of society and women in family supportive roles (Syed, Reference Syed2008). Although it is important to note that Islam has many forms, the associated patriarchal beliefs often extend into the culture and practices of many organizations (Aycan, Reference Aycan2001). Indeed, Islam-based Shar’ia law indirectly promotes sex discrimination in the workplace rather than forbidding it. For instance, offices may physically segregate male and female workers or may limit the positions or specific tasks in which women are allowed to participate (Metcalfe, Reference Metcalfe2008). Gender egalitarianism norms also have critical implications for the amount of support organizations provide for work–life balance and the subsequent work–life balance actually experienced by employees (Lyness & Kropf, Reference Lyness and Kropf2005). Thus, both a culture of honor and low gender egalitarianism may signal challenges for women who violate traditional gender norms by working outside the home.
In-group collectivism signifies the degree to which individuals view themselves as highly interdependent rather than independent of the social groups to which they belong (House et al., Reference House, Hanges, Javidan, Dorfman and Gupta2004). Middle Eastern societies generally exhibit high in-group collectivism, and this manifests as loyalty both to families and to work groups (Sidani & Thornberry, Reference Sidani and Thornberry2009). In Iran, as with other Middle Eastern countries, an individual’s identity is largely tied to the extended family. The typical Middle Eastern employee also places a high value on relationships at work and exhibits strong loyalty to other members of the work group (Sidani & Thornberry, Reference Sidani and Thornberry2009). The impact of in-group collectivism on WFC specifically has been tested via meta-analysis (Allen, French, Dumani, & Shockley, Reference Allen, French, Dumani and Shockley2015); people residing in countries high in in-group collectivism experience greater conflict in the family-to-work direction, but there are no significant differences in the work-to-family direction.
Power distance is a cultural value surrounding the perceived legitimacy and desirability of power and status differentiation among members of society (House et al., Reference House, Hanges, Javidan, Dorfman and Gupta2004). Middle Eastern children are socialized to value conformity and obedience to authority from a young age. In particular, the role of the father as leader is emphasized. These attitudes extend first from the family to educational settings and eventually to the workplace (Sidani & Thornberry, Reference Sidani and Thornberry2009). Combined with high uncertainty avoidance (Hofstede, Reference Hofstede1984), high power distance beliefs suggest that a leader will and should wield a great deal of power and should make important decisions for their subordinates. This, in turn, might have important implications for the degree to which workers take initiative in managing their own WF conflict and/or balance.
In sum, the cultural values generally espoused by Middle Easterners may have important implications not only for the frequency of conflict between work and family but also for the qualitative “lived” experience of managing the WF interface. Women may face particular challenges, a point discussed further in the following section.
Women in the workforce. In most Middle Eastern countries, there is a sharp gender divide in workforce participation. Across all countries in the region, women constitute approximately 21% of the workforce, which is roughly half the global average. More specifically, women constitute less than 20% of the workforce in Bahrain, Iran, Iraq, Jordan, Oman, Palestine, Qatar, Saudi Arabia, Syria, and UAE; they constitute between 20% and 40% of the workforce in Egypt, Kuwait, Lebanon, Turkey, and Yemen; and they constitute 46.8% of the workforce in Israel (World Bank, 2014). Female participation in the workforce is positively correlated with a country’s general economic success. Although the relationship between economic success and women’s participation in the workforce is likely bidirectional and complex, recently scholars have noted the importance of empowering women for increasing the economic performance of Middle Eastern countries (Torabi & Abbasi-Shavazi, Reference Torabi and Abbasi-Shavazi2015).
As is true across the globe, women earn less than men, although the Middle East appears to fare especially poorly. Israel is ranked 65th in the world in income equality, with a female to male earnings ratio of .70, representing the highest ratio in the Middle East. Kuwait is the next highest in equality for the region, representing 113th in the world with a ratio of.65. Yemen fares lowest in the world (i.e., 142nd) with a ratio of .51, with the rankings of all other Middle Eastern countries falling between Yemen and Kuwait (World Economic Forum, 2014).
Aside from earnings levels, occupational sex segregation is very common in Middle Eastern countries. Indeed, women are typically found in traditionally “feminine” sectors such as service, healthcare, and education. In addition, women are severely underrepresented in upper management and executive positions (Metcalfe, Reference Metcalfe2008). It is important to note that despite historical trends in the region women are making strides in some areas. Today, there are a significant number of Turkish women in professional positions, including pharmacy, medicine, dentistry, law, and academia (Aycan & Eskin, Reference Aycan and Eskin2005). And in the UAE, initial qualitative research suggests that female entrepreneurs derive a great deal of satisfaction and meaningfulness from their work, despite the ongoing struggle against traditional gender norms (Itani, Sidani, & Baalbaki, Reference Itani, Sidani and Baalbaki2011).
Countries with large Muslim populations subscribe to gender complementarian values that men are predominantly responsible for earning a living and women are predominantly responsible for tending to household duties, such as caring for children and other dependent household members, preparing meals, and doing other housework (Groth & Sousa-Poza, Reference Groth and Sousa-Poza2012). As such, employed women bear significant pressure from both home and work responsibilities. These pressures may be substantial considering that families in Middle Eastern cultures are relatively large, with an average fertility rate of 2.9 births per woman (United Nations, 2015). Despite a recent shift in values within a subset of Middle Eastern countries, it appears that experiences of men and women in the workplace may be quite different.
Review of Work–Family Research in the Middle East
Next, we review empirical findings on WF constructs in the Middle East. Note that essentially all research has maintained a focus on work–family conflict (WFC) as the construct of interest (cf. Forster et al., Reference Forster, Al Ali Ebrahim and Ibrahim2013; Karimi & Nouri, Reference Karimi and Nouri2009); hence, this review reflects this trend. Where appropriate, we specify the directionality of WFC under study: work interfering with family (WIF) and family interfering with work (FIW). As with other regions, the WF literature in the Middle East yields a variety of contradictory findings (Burke & El-Kot, Reference Burke and El-Kot2010). As will be seen, this makes drawing firm conclusions about this construct and region a challenge.
Predictors of WFC. Empirically examined predictors of WFC in the Middle East can be separated into organizational characteristics, individual differences, and family characteristics. Regarding organizational characteristics, work overload is associated with increased WFC in Turkish frontline hotel employees (Karatepe, Sokmen, Yavas, & Babakus, Reference Karatepe, Sokmen, Yavas and Babakus2010), nurses (Yildirim & Aycan, Reference Yildirim and Aycan2008), and physicians (Tayfur & Arslan, Reference Tayfur and Arslan2013). In addition to quantity of work, intensity of the work role (i.e., role overload, role ambiguity) is associated with WFC among Egyptian managers (Burke & El-Kot, Reference Burke and El-Kot2010), Iranian employees (Karimi & Nouri, Reference Karimi and Nouri2009), and Turkish employees (Koyuncu, Burke, & Fiksenbaum, Reference Koyuncu, Burke and Fiksenbaum2009). Regarding protective factors, perceived organizational support is negatively associated with WFC (Ibrahim & Al Marri, Reference Ibrahim and Al Marri2015), although this relationship may be stronger for men than for women (Aycan & Eskin, Reference Aycan and Eskin2005). Supervisor support is also negatively associated with WFC across different nationalities and occupations (Karatepe & Uludag, Reference Karatepe and Uludag2008b; Karimi & Nouri, Reference Karimi and Nouri2009), although its role may be stronger in reducing FIW than WIF (Farhadi, Sharifian, Feili, & Shokrpour, Reference Farhadi, Sharifian, Feili and Shokrpour2013).
Examining personality and behavioral correlates, positive affectivity is negatively associated with both WIF and FIW in Turkish frontline hotel employees, whereas negative affectivity is positively associated with WIF but unrelated to FIW (Karatepe & Uludag, Reference Karatepe and Uludag2008a). Both need for achievement and workaholism behaviors are positively related to WIF in Egyptian managers (Burke & El-Kot, Reference Burke and El-Kot2010), but need for achievement has been found to be significantly associated with less WFC in Turkish employees (Koyuncu et al., Reference Koyuncu, Burke and Fiksenbaum2009). The reason for this discrepancy is unclear. Finally, psychological detachment is negatively associated with WFC among Egyptian managers (Burke & El-Kot, Reference Burke and El-Kot2010).
Men and women experience comparable levels of WFC in Egyptian managerial roles (Burke & El-Kot, Reference Burke and El-Kot2010). However, in a study of Iranian nurses, male employees experienced higher levels of FIW than did female employees (Farhadi et al., Reference Farhadi, Sharifian, Feili and Shokrpour2013). In a study of Jordanian frontline hotel workers, female employees experienced higher levels of FIW than did male employees (Karatepe & Baddar, Reference Karatepe and Baddar2006). And in a study of accountants in the UAE, female employees experienced higher levels of WIF and FIW than male employees (Ibrahim & Al Marri, Reference Ibrahim and Al Marri2015). These data would seem to suggest that there remain unidentified moderators of gender differences in WFC. More concrete is the relationship between age and WFC. Age has been found to be negatively associated with WFC for male Iranian professionals (Karimi & Nouri, Reference Karimi and Nouri2009) and for Iranian nurses (Farhadi et al., Reference Farhadi, Sharifian, Feili and Shokrpour2013).
Minimal research has examined predictors of WFC on the family side. However, spousal support appears to be negatively associated with WFC. One study on a sample of Turkish white-collar mothers and fathers found that spousal support – both emotional and instrumental – was negatively associated with FIW, but this relationship was stronger for women than men (Aycan & Eskin, Reference Aycan and Eskin2005). These results may be partially understood by considering that individuals may experience particularly high reductions in stress when receiving support from the domain in which they are traditionally expected to perform (i.e., in the home for women and in the workplace for men).
Outcomes of WFC. Outcomes of WFC in the Middle East can be generally categorized into work outcomes and family outcomes. Although doing so risks creating an artificial dichotomy, this structure is used to guide the present discussion.
Work.
WFC is negatively associated with job satisfaction for Turkish academic professionals (Ergeneli et al., Reference Ergeneli, Ilsev and Karapınar2010), Turkish managers (Koyuncu et al., Reference Koyuncu, Burke and Fiksenbaum2009), Turkish female public sector workers (Koyuncu, Burke, & Wolpin, Reference Koyuncu, Burke and Wolpin2012), Turkish nurses (Yildirim & Aycan, Reference Yildirim and Aycan2008), and Egyptian managers across numerous industries (Burke & El-Kot, Reference Burke and El-Kot2010). Additionally, WFC is negatively associated with career satisfaction (Koyuncu et al., Reference Koyuncu, Burke and Fiksenbaum2009; Koyuncu et al., Reference Koyuncu, Burke and Wolpin2012). Examining directionality, FIW is negatively associated with career satisfaction in Turkish hotel workers, whereas, surprisingly, WIF is positively associated with career satisfaction (Karatepe & Uludag, Reference Karatepe and Uludag2008b). Owing to the cross-sectional nature of this study, it is not possible to determine causal relationships. It is possible that work engagement may lead to both WIF and satisfaction, thus rendering their relationship spurious.
Regarding job performance, WIF is positively associated with job performance whereas FIW is negatively associated with job performance in Turkish frontline hotel employees (Yavas, Babakus, & Karatepe, Reference Yavas, Babakus and Karatepe2008). These results suggest that, although FIW may interfere with one’s ability to perform job duties, WIF may signal that the work domain is prioritized.
WFC is associated with turnover intentions in Jordanian and Turkish frontline hotel employees (Karatepe & Baddar, Reference Karatepe and Baddar2006; Yavas et al., Reference Yavas, Babakus and Karatepe2008) and Turkish female public sector workers (Koyuncu et al., Reference Koyuncu, Burke and Wolpin2012). Additional evidence suggests that the relationship between FIW and turnover intentions appears to be stronger than the relationship between WIF and turnover intentions (Karatepe & Uludag, Reference Karatepe and Uludag2008a). Few studies have separately examined strain-based, time-based, and behavior-based WFC, as described by Greenhaus and Beutell (Reference Greenhaus and Beutell1985). However, by doing so, one study discovered that strain-based WFC – compared to time-based and behavior-based – is particularly important in predicting turnover intentions in Turkish managers (Koyuncu et al., Reference Koyuncu, Burke and Fiksenbaum2009).
WFC is associated with a variety of strain reactions including psychological and physical exhaustion in a wide range of populations, including Turkish IT professionals (Calisir, Gumussoy, & Iskin, Reference Calisir, Gumussoy and Iskin2011), Turkish female public sector workers (Koyuncu et al., Reference Koyuncu, Burke and Wolpin2012), Turkish hotel employees (Yavas et al., Reference Yavas, Babakus and Karatepe2008), and Iranian nurses (Farhadi et al., Reference Farhadi, Sharifian, Feili and Shokrpour2013). Furthermore, strain-based WIF specifically is associated with work stress and psychosomatic complaints in Egyptian (Burke & El-Kot, Reference Burke and El-Kot2010) and Turkish managers (Koyuncu et al., Reference Koyuncu, Burke and Fiksenbaum2009). In one sample of Iranian employees, strain-based WIF was also associated with anxiety and depression in one’s job role (Karimi, Karimi, & Nouri, Reference Karimi, Karimi and Nouri2011). Extending discussion to both sides of WFC, FIW is associated with strain reactions at work for Iranian nurses (Farhadi et al., Reference Farhadi, Sharifian, Feili and Shokrpour2013). Contrarily, in a study of Jordanian frontline hotel employees, WIF impacted job stress but FIW did not (Karatepe & Baddar, Reference Karatepe and Baddar2006). Finally, strain- and time-based WFC, but not behavior-based, are associated with job stress in Turkish employees, leading to higher levels of exhaustion (Koyuncu et al., Reference Koyuncu, Burke and Fiksenbaum2009). Extending logically from the work overload-WFC relationship and the WFC-exhaustion relationships, WFC has been found to fully mediate the effect of work overload on both exhaustion and disengagement (Karatepe et al., Reference Karatepe, Sokmen, Yavas and Babakus2010). Thus, it appears that WFC plays a critical role in explaining the impact of work characteristics on negative physical and psychological health outcomes.
Family.
Models of domain specificity suggest that WIF will lead to negative outcomes in the family domain, and FIW will lead to negative outcomes in the work domain (Frone, Russell, & Cooper, Reference Frone, Russell and Cooper1992). Contrarily, source attribution theory suggests that when WIF occurs, the source of conflict (i.e., work) will be blamed and thus negative outcomes will occur in the work domain; the opposite will happen when FIW occurs (Kinnunen, Feldt, Geurts, & Pulkkinen, Reference Kinnunen, Feldt, Geurts and Pulkkinen2006). The impact of WFC on family outcomes in the Middle East ultimately lends support to both of these theoretical frameworks.
Providing support for domain specificity, WIF is associated with poor psychological well-being, reduction in satisfaction with one’s performance as a parent, and reduction in marital satisfaction for both working mothers and fathers in Turkey (Aycan & Eskin, Reference Aycan and Eskin2005). Furthermore, WIF is more strongly associated with these outcomes than FIW, despite the fact that FIW is still a significant predictor for working mothers (Aycan & Eskin, Reference Aycan and Eskin2005). Similarly, WIF is negatively associated with life satisfaction for Egyptian managers (Burke & El-Kot, Reference Burke and El-Kot2010) and Turkish nurses (Yildirim & Aycan, Reference Yildirim and Aycan2008). Detracting from the domain specificity perspective, however, is the finding that WIF is not associated with family satisfaction and is actually positively associated with life satisfaction in some samples (Karatepe & Uludag, Reference Karatepe and Uludag2008b). Regarding support for source attribution theory, Karatepe and Uludag (Reference Karatepe and Uludag2008b) discovered in a sample of Turkish hotel workers that FIW was negatively associated with family and life satisfaction. In a similar sample, FIW was negatively related to marital satisfaction whereas WIF was unrelated (Karatepe & Uludag, Reference Karatepe and Uludag2008a). A similar pattern has been found for family satisfaction such that FIW is negatively associated whereas WIF is unrelated (Karatepe & Baddar, Reference Karatepe and Baddar2006).
Despite sporadic findings that WFC (i.e., both WIF and FIW) is unrelated to family satisfaction (Farhadi et al., Reference Farhadi, Sharifian, Feili and Shokrpour2013) and life satisfaction (Karatepe & Baddar, Reference Karatepe and Baddar2006), the majority of evidence suggests that there exist significant relationships, especially when WFC is strain-based (Koyuncu et al., Reference Koyuncu, Burke and Fiksenbaum2009) and when female workers are examined (Aycan & Eskin, Reference Aycan and Eskin2005). Although the domain specificity and source attribution perspectives are not mutually exclusive, more research is warranted to explicitly elucidate the impact of substantive sample differences and methodological artefacts on the contradictory findings above.
Moderators of WFC-outcome relationships. In addition to directly predicting WFC, individual differences may also be a crucial factor in moderating the impact of WFC on outcomes of interest. Although there is scant research on such moderators, two that have been examined previously are personality and gender.
Positive affectivity has been found to mitigate the relationship between WFC and disengagement, but not WFC and exhaustion (Karatepe et al., Reference Karatepe, Sokmen, Yavas and Babakus2010). Thus, in addition to reducing the overall experience of WFC, positive affectivity may serve as a protective buffer to limit withdrawal behaviors that harm the organization, but it does not necessarily serve to weaken the harmful effect on the individual. In a related vein, Ergeneli and colleagues (Reference Ergeneli, Ilsev and Karapınar2010) examined stress-predisposing interpretative habits, which consist of focusing on the negative aspects of events, not recognizing one’s own skills, and performing in one’s roles out of obligation instead of desire. Lower levels of these habits was associated with an amelioration of the impact of WFC on job dissatisfaction in one Turkish sample (Ergeneli et al., Reference Ergeneli, Ilsev and Karapınar2010).
Gender also plays an important role, such that the negative association between WFC and job satisfaction is weaker for men than women (Ergeneli et al., Reference Ergeneli, Ilsev and Karapınar2010). The same pattern of results occurs for the WFC-job performance relationship and the WFC-turnover intention relationship, particularly when examining FIW as the predictor (Yavas et al., Reference Yavas, Babakus and Karatepe2008). Overall, that men are not as distressed or impeded in their job roles by WFC as women suggests that, although gender roles may be shifting toward equality in Turkey, women still find themselves in a double-bind. That is, they are responsible for both performance in the work and the family role and less able to cope with failing to meet demands, whereas men experience less extreme shifts in job attitudes despite experiencing conflict (Ergeneli et al., Reference Ergeneli, Ilsev and Karapınar2010).
Cross-Regional Comparisons
Prior to considering substantive differences between the Middle East and other regions, it is essential to establish that the same construct is tapped when examining WFC cross-culturally (Vandenberg & Lance, Reference Vandenberg and Lance2000). Measurement invariance of WFC across Western and Middle Eastern cultures has been largely supported. For example, a six-dimensional model of WFC has been previously developed and widely used within American samples by crossing three types of conflict (i.e., time, strain, and behavior) with two directions (i.e., WIF and FIW; Carlson, Kacmar, & Williams, Reference Carlson, Kacmar and Williams2000). This factor structure is valid within Iranian (Karimi et al., Reference Karimi, Karimi and Nouri2011), Turkish (Koyuncu et al., Reference Koyuncu, Burke and Fiksenbaum2009), and Egyptian (Burke & El-Kot, Reference Burke and El-Kot2010) samples. Additionally, FIW and WIF are positively related, with the correlation ranging from r =.51 to.74 (Koyuncu et al., Reference Koyuncu, Burke and Wolpin2012; Mortazavi et al., Reference Mortazavi, Pedhiwala, Shafiro and Hammer2009), which is generally in accordance with previous studies (Shockley, Reference Shockley, Anderson, Ones, Sinangil and Viswesvaranin press).
Empirical findings represented in our review above have largely replicated results in the United States and other Western nations. On the predictor side, for instance, previous meta-analytic evidence across cultures supports a contributing role of work overload and negativity affectivity on WFC and an inhibitory role of perceived organizational, supervisor, and spousal support (Michel, Kotrba, Mitchelson, Clark, & Baltes, Reference Michel, Kotrba, Mitchelson, Clark and Baltes2011). Regarding outcomes, findings that WFC is associated with lower work satisfaction, greater turnover intentions, lower psychological well-being, and lower family satisfaction have all been found in Western samples (Eby, Casper, Lockwood, Bordeaux, & Brinley, Reference Eby, Casper, Lockwood, Bordeaux and Brinley2005). Additionally, research in the Middle East provides support for the asymmetric boundary permeability theory (Pleck, Reference Pleck1977): men and women allow work to interfere with family more than they allow family to interfere with work (Aycan & Eskin, Reference Aycan and Eskin2005; Karimi, Reference Karimi2008b), which is similar to findings in Western cultures (e.g., Burke & Greenglass, Reference Burke and Greenglass1999; Kinnunen & Mauno, Reference Kinnunen and Mauno1998).
However, several findings illustrate differences between the Middle East and other regions. Overall, there is evidence suggesting that Turkish and Egyptian workers experience higher levels of WFC than do American workers (Burke & El-Kot, Reference Burke and El-Kot2010). Additionally, these mean differences extend to each of three forms of WFC, including time-, strain-, and behavior-based (Koyuncu et al., Reference Koyuncu, Burke and Fiksenbaum2009). These findings may be partially due to low gender equality of these countries (Lyness & Kropf, Reference Lyness and Kropf2005) or lack of organizational support for work–family issues (Mortazavi et al., Reference Mortazavi, Pedhiwala, Shafiro and Hammer2009). Yet country is a multiply confounded construct (Koyuncu et al., Reference Koyuncu, Burke and Wolpin2012). Therefore, the degree to which other factors may be driving these differences remains unclear. It is also important to note that not all research has uncovered a difference in WFC between the Middle East and the United States (e.g., Mortazavi et al., Reference Mortazavi, Pedhiwala, Shafiro and Hammer2009). Further, cultural differences in WFC may be moderated by gender, as evidence suggests that Turkish male and female employees do not show as large of a difference in WFC as do American male and female employees (Koyuncu et al., Reference Koyuncu, Burke and Fiksenbaum2009).
Future Research Directions
The study of the WF interface in the Middle East is still in its infancy, and the majority of research has transpired only within the last decade. Thus, there are many possible directions for future research. In this final section, we provide recommendations for researchers in the region going forward, noting similarities among existing studies where appropriate and k contributions.
1. Engage in additional cross-regional and cross-cultural research. The fact that many variable correlations in this region are similar to research from other regions does not negate the possibility that significant cultural differences exist. What is lacking is research that explicitly models country or culture as a moderator. Such research would allow researchers to identify the degree to which this region’s high levels of in-group collectivism and power distance and low levels of gender egalitarianism have an impact on WFC and associated outcomes. Meta-analytic evidence by Allen et al. (Reference Allen, French, Dumani and Shockley2015) serves as a notable exception, as this study examined the association between in-group collectivism and WFC.
2. Examine a greater diversity of samples. Most research has focused on a limited number of white-collar occupations, such as accounting (Ibrahim & Al Marri, Reference Ibrahim and Al Marri2015), banking (Aycan & Eskin, Reference Aycan and Eskin2005), medicine (Benligiray & Sönmez, Reference Benligiray and Sönmez2012; Tayfur & Arslan, Reference Tayfur and Arslan2013), and information technology (Calisir et al., Reference Calisir, Gumussoy and Iskin2011), although a subset of studies have considered blue-collar occupations, frontline hotel workers in particular (e.g., Karatepe et al., Reference Karatepe, Sokmen, Yavas and Babakus2010; Karatepe & Uludag, Reference Karatepe and Uludag2008a, Reference Karatepe and Uludag2008b). Additionally, much research has focused on Turkish citizens, particularly those in urban areas (Aycan & Eskin, Reference Aycan and Eskin2005; Benligiray & Sönmez, Reference Benligiray and Sönmez2012; Calisir et al., Reference Calisir, Gumussoy and Iskin2011; Ergeneli et al., Reference Ergeneli, Ilsev and Karapınar2010; Karatepe et al., Reference Karatepe, Sokmen, Yavas and Babakus2010; Karatepe & Uludag, Reference Karatepe and Uludag2008a, Reference Karatepe and Uludag2008b; Koyuncu et al., Reference Koyuncu, Burke and Fiksenbaum2009; Koyuncu et al., Reference Koyuncu, Burke and Wolpin2012; Tayfur & Arslan, Reference Tayfur and Arslan2013; Yavas et al., Reference Yavas, Babakus and Karatepe2008; Yildirim & Aycan, Reference Yildirim and Aycan2008). Because Turkey serves as a “bridge” between Eastern and Western cultures, it is possible that the large amount of research done in this country is not truly representative of the region as a whole, particularly as this country has demonstrated a steady increase in gender egalitarianism (Aycan & Eskin, Reference Aycan and Eskin2005). Another country boasting a disproportionate share of research in the region is Iran (Farhadi et al., Reference Farhadi, Sharifian, Feili and Shokrpour2013; Karimi, Reference Karimi2008a; Karimi, Reference Karimi2008b; Karimi et al., Reference Karimi, Karimi and Nouri2011; Karimi & Nouri, Reference Karimi and Nouri2009). To the authors’ knowledge, there has been no published WF research consisting of participants from eight out of sixteen of the countries in this region (i.e., Bahrain, Iraq, Kuwait, Oman, Qatar, Saudi Arabia, Syria, and Yemen). To the extent that these countries differ culturally from countries previously examined, valuable theoretical contributions could be gleaned by examining drivers of differences in WF constructs and WF constructs-correlate relationships across countries both within and between regions.
3. Leverage additional methodologies. There exists a great opportunity to utilize advanced methodological and statistical techniques to further research on WF constructs in the Middle East. For instance, all presently examined studies utilized a cross-sectional, self-report only design (e.g., Burke & El-Kot, Reference Burke and El-Kot2010; Forster et al., Reference Forster, Al Ali Ebrahim and Ibrahim2013; Karimi et al., Reference Karimi, Karimi and Nouri2011; Koyuncu et al., Reference Koyuncu, Burke and Fiksenbaum2009; Koyuncu et al., Reference Koyuncu, Burke and Wolpin2012; Yavas et al., Reference Yavas, Babakus and Karatepe2008). Longitudinal research would allow for removal of methodological artefacts and provide for a more sophisticated understanding of the impact of temporal dynamics on variables of interest. Additionally, using a dyadic level of analysis provides for examining the interaction of spousal attitudes. Such an approach might be beneficial for understanding how husbands’ attitudes regarding traditional gender roles interact with wives’ decisions to work outside the home, for instance. With the exception of one study (Karatepe et al., Reference Karatepe, Sokmen, Yavas and Babakus2010), studies in this region have examined direct effects only, not testing for mediation. Additionally, much work has been the replication of variable relationships in slightly different samples (e.g., Burke & El-Kot, Reference Burke and El-Kot2010; Koyuncu et al., Reference Koyuncu, Burke and Fiksenbaum2009). These points are raised here not to disparage the pioneering work of researchers in the region, but rather to highlight the many opportunities for adding significant contributions to the burgeoning literature.
4. Test interventions. Although numerous researchers have noted the need for Middle Eastern organizations to engage in interventions to improve the WF interface (Koyuncu et al., Reference Koyuncu, Burke and Fiksenbaum2009; Koyuncu et al., Reference Koyuncu, Burke and Wolpin2012; Yavas et al., Reference Yavas, Babakus and Karatepe2008), no known study has identified the efficacy of such a program for this region. Thus, there exists a gap in elucidating which interventions are effective for reducing WFC and how these interventions may differ from successful programs in Western cultures. Although some strategies may be universally successful, Middle Eastern employees are especially high on power distance (House et al., Reference House, Hanges, Javidan, Dorfman and Gupta2004). Therefore, organizational policies that directly reduce WFC though job design may be more useful than policies emphasizing that employees initiate action on their own. Furthermore, the high in-group collectivism of the region suggests that interventions emphasizing balance as a means to better group and societal outcomes, as opposed to better individual outcomes, may experience a higher success rate. Ultimately these remain empirical questions to be tested.
5. Accentuate the positive. As noted by Karatepe and Uludag (Reference Karatepe and Uludag2008a), virtually no research has examined the positive interface between work and family in this region (e.g., work–family enhancement, facilitation, or positive spillover). An initial research aim might be to establish the measurement invariance of these constructs in the Middle East compared with other regions. Due to Middle Eastern cultural values emphasizing a strong work ethic, the integral connection between work and life, and perception of work as a means for social connection (Ali & Al‐Owaihan, Reference Ali and Al‐Owaihan2008), it would be interesting to establish if positive spillover occurs differently for individuals in the Middle East compared with countries in which work is viewed more instrumentally. As another substantive research area, to the degree that Middle Eastern countries progress toward greater gender egalitarianism, understanding the psychological benefits of work roles to women in these countries represents an area of potentially fruitful research.
6. Focus on the family domain. Compared with other regions, very little research in the Middle East has identified family domain antecedents of WFC (cf. Aycan & Eskin, Reference Aycan and Eskin2005). Rather, family characteristics such as marital status and number of children have been utilized primarily as inclusionary criteria for study (Forster et al., Reference Forster, Al Ali Ebrahim and Ibrahim2013; Karatepe & Baddar, Reference Karatepe and Baddar2006) or as control variables (Ibrahim & Al Marri, Reference Ibrahim and Al Marri2015; Yavas et al., Reference Yavas, Babakus and Karatepe2008). This seems an especially significant gap. Considering the central role that family plays in this region (Sharda & Miller, Reference Sharda and Miller2001), family may represent a strong resource upon which to draw or may represent a stressful obligation, particularly for women held to traditional gender role norms. Thus, future research should examine family values as an antecedent of family-to-work outcomes and as a moderator of work-to-family outcomes.
Conclusion
Research on the WF interface in the Middle East is still in early development. Evidence suggests that this region shares many of the same antecedents and consequences of WFC with other regions in the world. However, the unique religious traditions, economic status, and cultural values of the region hold promise for exciting future research.
Over the last couple of decades, the importance of studying work–family issues outside of the United States or other Western countries has been emphasized by a number of researchers in the field (e.g., Bardoel & De Cieri, Reference Bardoel and De Cieri2006; Gambles, Lewis, & Rapoport, Reference Gambles, Lewis and Rapoport2006; Poelmans, Chinchilla, & Cardona, Reference Poelmans, Chinchilla and Cardona2003; Shaffer, Joplin, & Hsu, Reference Shaffer, Joplin and Hsu2011). Most of the studies to date on work–family issues have been conducted in Western countries that do not share many cultural characteristics and industrial structures with countries in other regions, with Asian countries being particularly distinct (Spector et al., Reference Spector, Cooper, Poelman, Allen, O’Driscoll, Sanchez and Lu2004). Thus, the extent to which the majority of the work–family literature generalizes to other cultures remains largely unknown and is an area ripe for additional research.
The goal of this chapter is to review the extant literature on work–family issues in one particular region: South East Asia. In doing so, we first lay out three critical stipulations: (1) For the purposes of this book, we consider South East Asia to comprise the following countries: Bangladesh, Bhutan, India, Indonesia, Malaysia, Maldives, Myanmar, Nepal, Philippines, Sri Lanka, Thailand, and Timor-Leste; (2) “South East Asia” is therefore, a heterogeneous, diverse and complex region, which makes it difficult to capture an overall assessment of work–family issues that is fully representative of the whole region. Nonetheless, there are certain important ways in which the region as a whole differs from the Western world (which has been the focus of most existing work–family research), and as such, it warrants further investigation; (3) Work–family issues are intricately connected to issues of gender equality – especially in developing countries, which show larger gender gaps in education, workforce participation, health, and politics (see the World Economic Forum’s Global Gender Gap Index, 2016). As such, much of the discussion in this chapter will focus on gender gaps and opportunities to close them.
Labor Market and Contextual Aspects Influencing Work–Family Issues in South East Asia
Historical, political, economic, social, and cultural aspects of countries and regions influence assumptions regarding division of labor and role expectations at work and within the family (Komarraju, Reference Komarraju2006). Therefore, it is important to consider these contextual factors when trying to understand work–family issues in a particular region. Although there are quite a few cultural and institutional factors of relevance (see Brough, Driscoll, & Kalliath, Reference Brough., O’Driscoll and Kalliath2005; Hegewisch & Gornick, Reference Hegewisch and Gornick2011), we choose to focus on a few key factors and highlight the differences between countries in the South East Asian region based on them. We chose to focus on labor force composition, government mandated access to parental leave and childcare, and access to different kinds of work for women and men, because these factors seemed to have the most potential impact on work–family issues. Table 19.1 helps illustrate some of the major ways in which these countries approach work–life issues in terms of the labor force considerations described below.
Table 19.1 Regulatory and legal labor force considerations impacting work–family issues in South East Asia
| Female versus Male Labor Force Participation1 | Legally Mandated Paid Maternity Leave (in days)2 | Legally Mandated Paid Paternity Leave (in days)2 | Do Women Face Significant Barriers to Equal Employment?2 | Childcare Subsidized or Publicly Provided?2 | |
|---|---|---|---|---|---|
| Bangladesh | 60% (F); 87% (M) | 112 | N/A4 | No | No |
| Bhutan | 69% (F); 80% (M) | 56 | 5 | No | No |
| India | 29% (F); 83% (M) | 84 | N/A | No | No |
| Indonesia | 54% (F); 86% (M) | 90 | 2 | Yes | No |
| Malaysia | 47% (F); 79% (M) | 60 | N/A | Yes | No |
| Maldives | 58% (F); 80% (M) | 60 | 3 | Yes | No |
| Myanmar3 | 79% (F) | 98 | 15 | No | No |
| Nepal | 83% (F); 89% (M) | 52 | N/A | Yes | No |
| Philippines | 53% (F); 81% (M) | 60 | 7 | Yes | Yes |
| Sri Lanka | 39% (F); 81% (M) | 84 | N/A | No | No |
| Thailand | 71% (F); 86% (M) | 90 | N/A | No | Yes |
| Timor-Leste3 | 25% (F) | 84 | 5 | Yes | Yes |
1 Source: World Economic Forum (2016). The Global Gender Gap Report. www.weforum.org.
2 Source: World Bank Group. (2015). Women, Business and the Law 2016: Getting to Equal. Washington, DC: World Bank.
3 Country is not included in the Global Gender Gap report, and as such, male labor force participation data are not readily available.
4 N/A implies “Not Applicable” – in these cases, there is no provision explicitly spelled out by law regarding parental leave.
The first key factor relates to labor force composition. An Asian Development Bank (2015) report states that women in Asia as a whole are on average 70% less likely than men to be in the labor force, with the country-to-country percentage varying from 3% to 80%. This gap persists in spite of economic growth, decreasing fertility rates, and increasing education. Reviewing the 2016 Gender Gap Report of the World Economic Forum (a report that includes 144 economies and ranks country gender gaps based on economic participation and opportunity, educational attainment, political empowerment, and health and survival), it is clear that there is a very pronounced disparity between South East Asia and the other regions of the world.
A second critical regulatory consideration related to work–life issues is paid and unpaid leave, specifically, access to parental leave. The ability to take paid and unpaid family leave enables employees to better meet their work and family responsibilities (Baird & Whitehouse, Reference Baird and Whitehouse2012). When there is mandated access to parental leave, most countries in South East Asia provide this leave to mothers more so than to fathers, as illustrated in Table 1. Yet, research suggests that in places where new fathers take parental leave, mothers are more likely to return to the labor market, female employment is higher, and the earnings gap between men and women is smaller (Women, Business and the Law, 2015). Thus, whether and how much parental leave is provided by law can be an important consideration impacting work–family issues in the country or region in question.
A third area of interest is the nature of work and access to it, including length of working hours and whether women and men are permitted to work in the same jobs. Most research suggests a direct relationship between work–family conflict and long working hours or pressure to work long hours (e.g., Michel et al., Reference Michel, Kotrba, Mitchelson, Clark and Baltes2011). Most countries in South East Asia’s standard work week is between forty and forty-eight hours (with most falling closer to forty-eight). Additionally, there are prevailing restrictions on women’s work, including what hours (e.g., night) they cannot work, work deemed hazardous or arduous for women but not men (e.g., mining), and specific tasks (e.g., heavy lifting) or workplaces (e.g., factories) women are not allowed to work in. These are all captured under the broad heading of “Do women face significant barriers to equal employment?” in Table 19.1.
A fourth regulatory consideration is access to childcare. Just like with paid parental leave, having access to high quality childcare is considered essential for parents’ participation in the workforce. As Bianchi and Milkie (Reference Bianchi and Milkie2010) note: “childcare … forms the nucleus of what much ‘work–family’ conflict is about—how to care for children adequately when parents need or want to work outside the home.” (p. 710). Not only does providing help with or access to quality childcare outside the home enable primary caregivers (mostly women) to more quickly return to the workforce, but it also could encourage a more equitable distribution of domestic responsibilities between women and men (Asian Development Bank, 2015), thus further easing potential conflict arising from competing work and family priorities. For example, In India because of the heavy burden of domestic labor, many women (about 45%) leave the workforce mid-career (compared with the overall Asian average of 28%; McKinsey Report). This is the “leaky pipeline” in India that many have described (e.g., Jhangiani, Reference Jhangiani2016), where organizations lose many talented employees due to work–family conflict and lack of support in a male-oriented workplace.
Although there is variability across countries within the regions, there are some shared characteristics of South East Asian countries worth noting. First, people in South East Asian countries tend to share certain cultural values. The GLOBE project, a study of thousands of managers in sixty-two countries aimed at understanding variation in cultural values (see Chapter 3 in this Handbook (Olliere-Malaterre & Foucreault) for additional details) provides important insight about cultural values that are common to many countries in South East Asia (although note that the GLOBE project uses Southern Asia as the regional classification and not South East Asia, which includes India, Indonesia, Iran, Malaysia, Philippines, and Thailand, but there is sufficient overlap for us to consider its conclusions here). South East Asian countries in general score highly on the cultural values of in-group collectivism (i.e., the degree to which individuals express pride, loyalty, and cohesiveness in their families), power distance (i.e., degree that cultures expect power to be unequally distributed), and humane orientation (i.e., degree that cultures value and reward helping others) (House, Hanges, Javidan, Dorfman, & Gupta, Reference House, Hanges, Javidan, Dorfman and Gupta2004). Researchers have suggested that all of these values have potential implications for work–family relations. Specifically, numerous researchers have proposed that work–family conflict may be construed differently in collectivistic versus individualistic cultures, as collectivists tend to consider work as a means to enhancing family (e.g., Galovan, Fackrell, Buswell, Jones, Hill, & Carroll, Reference Galovan, Fackrell, Buswell, Jones, Hill and Carroll2010; Hassan, Dollard, & Winefield, Reference Hassan, Dollard and Winefield2010; Yang, Reference Yang and Poelmans2005). Power distance and humane orientation have been considered less often in the context of global work–family relations, but Powell, Francesco, and Ling (Reference Powell, Francesco and Ling2009) included humane orientation in their theoretical model of the impact of culture on work–family conflict, arguing that people in cultures high in humane orientation tend to receive high levels of social support, which should lead to lower levels of work–family conflict compared to those in low humane-oriented cultures.
Additionally, although South East Asia does not stand out as particularly low on gender egalitarianism, defined as the degree that cultures minimize gender inequality, based on GLOBE project data, other metrics suggest that gender roles are quite distinct in this region. Specifically, according to the Global Gender Gap Index (2016), which uses the gap between men and women on several variables such as economic participation and opportunity, health and survival, and political empowerment, to create an overall index of equality, “Asia and the Pacific” is the region with the second lowest levels of gender equality, being surpassed only by the “Middle East and North Africa.” The index does not separately report on South East Asia as a region, but we conducted our own calculations based on values reported for individual countries, which included the Philippines, Sri Lanka, Bangladesh, India, Indonesia, Malaysia, the Maldives, Nepal, Thailand, and Timore-Leste. The average gender gap of only these countries is almost identical to that of the broader region.
Beyond cultural values, economic considerations of the South East Asian region are important. Since many countries in South East Asia are considered “developing” countries with weaker economies, work is critical for family survival – and as such, family members may be more accepting of work being conducted in the home environment or otherwise interfering with family life, which would impact mean levels of reported work–family conflict.
There are also major differences between these countries to keep in mind when examining the research. For example, Thailand has had a long history of military rule, but was never colonized by European powers. On the other hand, India is one of the largest democracies whose society bears the remnants of the British Colonial Rule while still retaining its regional social, political, cultural, and economic diversity in that there is no single prevailing commonwealth identity (Banerji & Yik, Reference Banerji and Yik2012). The Philippines, on the other hand, is a South East Asian country with a history of colonization most recently by the United States (Rothausen, Gonzalez, & Griffin, Reference Rothausen, Gonzalez and Griffin2009). This has resulted in the Philippines having a large English-speaking population that espouses many Western values.
Research on Work–Family Issues in South East Asia: Themes and Challenges
Research on work–life issues in South East Asia is relatively recent and has not appeared much in rigorous, peer-reviewed journals. A vast majority of the research focuses on work–family issues rather than work–life issues, with an emphasis on the participation of women in the workforce and the burdens of managing childcare along with a career. India, Malaysia, and Sri Lanka have received the most research attention; we were unable to find any work–family research focused on the Maldives, Nepal, or Timor-Leste, while the other countries were featured in some, limited research. For example, the Philippines was represented in the IBM Global work and life issues survey, but data was not presented for individual countries (Erickson, Martinengo, & Hill, Reference Erickson, Martinengo and Hill2010; Yang & Hawkins, Reference Yang and Hawkins2004).
Much of the empirical literature focused on South East Asian has relied on collectivism as an explanation for expected cultural differences in comparative studies. As noted previously, different ways of thinking about work and family as separate versus integrated can impact how frequently work–family conflict is experienced. A few studies have examined this idea, although results are a bit mixed. Pal and Saksvik (Reference Pal and Saksvik2006) found that Indians had higher work–family conflict than Norwegians. Agarwala, Arizkuren-Eleta, Del Castillo, Muñiz-Ferrer, and Gartzia (Reference Agarwala, Arizkuren-Eleta, Del Castillo, Muñiz Ferrer and Gartzia2014) measured work-to-family conflict, family-to-work conflict, and work–life conflict in India, Peru, and Spain. They cite no differences in work-to-family conflict, but family-to-work conflict and work–life conflict was higher in India than in Peru or Spain. Taken together, there is somewhat of a trend of greater work–family conflict in South East Asian countries compared those in other areas of the world. Interestingly, this is counter to what many researchers have proposed, arguing that because collectivism leads people to view work and family as more integrated, people in collectivistic countries are less likely to view work and family as in conflict compared to those in individualistic countries. Thus, it may be other cultural variables along with collectivism that produce these effects.
Collectivism has also been theorized to impact the strength of association of work variables with work–family conflict. In an empirical test of this idea using samples from fifteen countries, Spector et al. (Reference Spector, Cooper, Poelman, Allen, O’Driscoll, Sanchez and Lu2004) found that working hours have a stronger relationship with work–family conflict in individualistic countries compared to collectivistic countries. Thus, in South East Asia, work may not be perceived as an individual milestone of success, but as a way to improve family welfare, and working long hours may be seen as helping the family rather than as an interference (Annavarjula & Das, Reference Annavarjula and Das2013; De Cieri & Bardoel, Reference De Cieri and Bardoel2009). On the other hand, the same behaviors in individualistic cultures may be viewed as self-centered (Yang, Chen, Choi, & Zou, Reference Yang, Chen, Choi and Zou2000).
Relatedly, Aycan (Reference Aycan, Korabik and Lero2008) posits that Asian cultures perceive work and family as compatible but different facets of life and, therefore, when work–family conflict occurs it is simply something that needs to be managed and potentially even learn and grow from. In contrast, Western, individualistic cultures view work–family conflict as problematic and damaging. Several studies support this idea, either directly or indirectly. Aryee, Srinivas, and Tan (Reference Aryee, Srinivas and Tan2005) found that in India, the more an employee was involved in his/her job, the less family-to-work conflict the person experienced. Although this may seem counterintuitive within an individualistic society, it is more easily understood in collectivistic societies, such as India, because job involvement is considered critical to ensure the material well-being of the family. However, it important to note that other studies conducted in South East Asia have found that work demands contribute to work–family conflict, and are more predictive of conflict than are family demands (e.g., Fang, Nastiti, & Chen, Reference Fang, Nastiti and Chen2011 in a sample of Indonesian lecturers).
Other research on predictors of work–family constructs focuses on support and individual differences. In a study examining work–life balance in mostly male Indian bank managers located in Madhya Pradesh, a central Indian state, Jain and Jain (Reference Jain and Jain2015) found moderate levels of work–life balance among this sample and that supportive HR policies, supervisor and organizational support, teamwork, trust, and openness in communication related positively to work–life balance. In terms of personality, Kappagoda (Reference Kappagoda2014) examined emotional intelligence as a predictor of work–family conflict among school teachers in North-Central Sri Lanka. He found that teachers with high emotional intelligence reported less work-to-family and family-to-work conflict. Noor (Reference Noor2006), in a sample of Malaysian employees, highlighted the importance of locus of control and suggested further investigation of personality variables in understanding the experience of work–family conflict. Lastly, Bhargava and Baral (Reference Bhargava and Baral2009) focused on core self-evaluations, a stable individual difference composed of locus of control, neuroticism, generalized self-efficacy, and self-esteem, which encompasses individuals’ evaluations about themselves, their control, and their abilities (Judge, Locke & Durham, Reference Judge, Locke and Durham1997). Bhargava and Baral (Reference Bhargava and Baral2009) found a positive relationship between core self-evaluations and work–family effectiveness in a sample of Indian manufacturing and IT managers.
Other studies have examined work–family constructs in relation to outcomes, rather than focusing on antecedents. In a series of studies comparing Indian and Norwegian medical professionals, Pal and Saksvik (Reference Pal and Saksvik2006, Reference Pal and Saksvik2008) found differential predictors of job stress according to country and occupation. For Norwegian nurses, work–family conflict, job demands, and lack of flexibility were predictors of job stress, but for Indian nurses, family-to-work conflict and social support were predictors of job stress. None of the variables were predictors of job stress among Norwegian doctors, whereas job control predicted job stress for Indian doctors. Findings were explained in terms of national and cultural differences that may impact gender and family policies. The authors discussed cultural differences in the perceptions of demands and social support in these two cultures with the Nordic culture having an employment culture that encourages mothers to work by providing child-care and other family friendly policies. Such support is missing in many Indian organizations.
Other research on work–family conflict and outcomes was conducted only in South East Asia with no explicit comparison to other cultures. Mimicking that which has been found in meta-analytic summaries of the literature in general (e.g., Amstad et al., Reference Amstad, Laurenz, Fasel, Elfering and Summer2011), Srivasta and Srivasta (Reference Srivastava and Srivastava2012) found that both work-to-family conflict and family-to-work conflict negatively related to job performance, mental health, and marital satisfaction for a sample of IT professionals. Namasivayan and Zhao (Reference Namasivayam and Zhao2007) found that family-to-work conflict, but not work-to-family conflict, predicted job satisfaction in a sample of Indian hospitality workers, which aligns with the domain specificity perspective (i.e., satisfaction in the interfered with domain is affected more so than satisfaction in the interfering domain; Frone, Russell, & Cooper, Reference Frone, Russell and Cooper1992), although this pattern is contrary to what has been found in meta-analytic research (Shockley & Singla, Reference Shockley and Singla2011). Although most of the studies examining outcomes typically demonstrate similar trends to that found in Western cultures, Pal and Saksvik (Reference Pal and Saksvik2006, Reference Pal and Saksvik2008) did find differences when comparing Indian and Norwegian health professionals. More research is needed that specifically compares South East Asia countries to their Western counterparts.
There is also evidence of differences in identity in South East Asian cultures compared to other cultures. Annavarjula and Das (Reference Annavarjula and Das2013) compared American and Indian middle managers and found that American workers placed more emphasis on their family identity whereas Indian workers placed more emphasis on work identity. Although this may seem contradictory to ideas previously discussed (i.e., that family is highly important in collectivistic societies), it can be explained by the fact that because work is considered critical to ensure the material well-being of the family in these cultures (Aryee, Srinivas, & Tan, Reference Aryee, Srinivas and Tan2005), they may identify strongly with their work identity. Relatedly, Pawitra (as cited in Fang, Nastiti, & Chen, Reference Fang, Nastiti and Chen2011) suggested that in the Indonesian context, working is an important way to facilitate the communalism inherent in that culture; fulfilling one’s work responsibility helps maintain in-group cohesion, which is critical for people who live with collectivistic values. In a developing economy like Indonesia, Indonesians spend more time and energy working as working will allow them to sustain the well-being of the next generation. Said otherwise, workers in collective societies like India, Malaysia, and Indonesia are expected to have high work identity because work is seen as a means to a collective good. Lastly, there is some evidence that these values are changing with generations, at least in India. Singh (Reference Singh2013) found that employees from pre-liberalization India (ages 47–58) saw work as a duty performed for family, but for post-liberalization Indians (ages 24–34), work was seen as a challenge, an opportunity for advancing one’s career, and as a means to earn money for leisure.
Additionally, several researchers have made use of qualitative approaches to try to more fully understand the meaning attached to work, family, and work–family conflict in South East Asian contexts. One example is a study conducted in India based on semi-structured interviews with twenty-one dual-earner couples (Kalliath et al., Reference Kalliath, Kalliath and Singh2011). All of the couples in the study reported experiencing work–family conflict, especially time- and strain-based forms. Time-based conflict was reflected by comments on the hours spent, the need to take work home, and lack of time to spend with their children. Strain-based conflicts were reflected in comments on how the competing demands of work and family roles caused mental stress. Men reported more work-to-family conflict and women reported more family-to-work conflict. Coping strategies included a belief in God, having positive attitudes towards life, getting strength from helping others, and support from family and colleagues. More men reported obtaining support from a spouse than did women. Another example of a qualitative study using in-depth qualitative, semi-structured interviews and observations with mothers was conducted by Kodagoda (Reference Kodagoda2010) who studied a small, purposive sample of five female bank managers and their partners in Sri Lanka. They also interviewed two top level banking sector managers. High levels of work–family stress was reported when there were children in the household, particularly younger children. Both mothers and husbands perceived mothers as being the primary caregivers, and mothers experienced more stress than their husbands. Spousal and family support were also reported as important in reducing work stress, and the need for organizations and society to provide family friendly policies was emphasized. These findings are not substantially different from those found in Western-based work–family research, but help support the idea that there may be some similarities across regions in work–family concerns.
Gender plays an important role in work–family relations in South East Asia, as it does in many cultural contexts. In terms of specific gender-related work–family research in the region, some results have been surprising in light of the fact that there is still a great deal of gender inequity in many South East Asian countries, with women still taking on the bulk of family labor (e.g., Rajadhyaksha, Reference Rajadhyaksha2012). Specifically, given women’s additional family demands, one might expect that work–life balance would be more difficult for women (Noor, Reference 369Noor2002a). However, a study of Indian bank managers found that about 67.7% of the women reported that they were able to balance their work and life in contrast to 50.7% of the men (Kakkar & Bhandari, Reference Kakkar and Bhandari2016). Because the sample was all people in the same occupation, differences in job characteristics are an unlikely explanation; women did report slightly higher levels of family support than men, which could be a contributing factor. Other research supports this idea regarding support. Noor (Reference Noor1999) suggests that Malay women might be protected from work–family conflict because of the large amount of kinship and religious support that they often receive, although this trend did not hold for urban women who may be more likely to live in isolated nuclear families (Din & Noor, Reference Din and Noor2009). Additionally, Noor (Reference Noor2002b) found that spousal support moderated the relationship between the number of hours worked and job autonomy and work–family conflict in that Malaysian women with high spousal support experienced less work–family conflict even when working long hours and the lowest level of conflict was reported when spousal support was high and job autonomy was high.
Much of the extant research has taken a conflict perspective, with little attention to positive experiences, such as work–family facilitation or enrichment. Two exceptions to this include Bhargava and Baral (Reference Bhargava and Baral2009) and Pattusamy and Jacob (Reference Pattusamy and Jacob2015). Bhargava and Baral (Reference Bhargava and Baral2009) studied job characteristics (i.e., autonomy, skill variety, task identity, task significance, feedback from job, feedback from others and dealing with others) and work–life balance programs as predictors of work–family enrichment in a sample of Indian managers. There was evidence for gender effects, such that the relationship between work–life balance programs (e.g., flexible working hours, flexibility in start and end times) and work–family enrichment was stronger for women than men, whereas the relationship between job characteristics and work–family enrichment was stronger for men than women. Women also reported higher mean levels of family-to-work enrichment than men. Pattusamy and Jacob (Reference Pattusamy and Jacob2015) examined teaching faculty in the United States and India. Both work–family conflict and work–family facilitation predicted job and family satisfaction. Job and family satisfaction in turn predicted work–family balance, which predicted life satisfaction. Despite the relationships differing in magnitude between the two samples to some extent, the proposed theoretical model was similarly predictive for both samples. In general, we argue that more research is needed examining the positive effects of the relationship between work and life.
To summarize, the existing research has focused on work–family conflict rather than work–life conflict and has largely focused on conflict rather than facilitation. Much of the emphasis has been on examining gender differences in the experience of work and family. South East Asia represents a wide range of countries and the research has been uneven across the countries with a great deal of research conducted in India and little research in other countries. A consistent theme in the research reviewed above suggests that the experience of work–family conflict is influenced largely by the central role of work in one’s role in the family and society in South East Asian countries, and that even beyond individual differences, external factors (such as family support and organizational support such as work–life balance programs) are quite relevant in South East Asian countries when it comes to mitigating the experience of work–family conflict.
Country Level Initiatives with Potential to Facilitate Work–Family Management
Although research specific to the South East Asia region is somewhat sparse and lacking in systematic focus, there are emergent ideas of how societies as a whole can enact change to better integrate work and life priorities for their workforces. The following section touches upon efforts undertaken by countries in the region to enhance work–life effectiveness.
As illustrated in Table 19.1, there are great disparities between countries in South East Asia in terms of four critical regulatory considerations – women’s workforce participation, parental leave provisions by law, equal access to work for all, and publicly available childcare support. In terms of women’s workforce participation, a 2015 Asian Development Bank report “Women in the workforce: An unmet potential in Asia and the Pacific” outlined three critical factors determining women’s labor force participation: (1) The education and health gap between women and men. (2) Time allocation differences: On average, women spend twice as much time as men on household work, and four times as much on childcare, thus contributing less to the labor market and GDP. Women also have less discretionary time, face more short-term disruptions (such as family member ill health), and suffer negative consequences of societal gender role expectations regarding earning-versus-housework. (3) The nuanced weighing of opportunity costs and social costs against potential wages and available opportunities for work.
Paralleling some of these observations, the report outlined the following major policy options and initiatives to increase female labor force participation: (1) Competition through greater international trade and openness, (2) Skills and vocational training, (3) Employment quotas for women, (4) Information on available employment resources and job matching, (5) Enhancing transport/mobility options, ensuring safety and security for women, at the workplace and on the commute to work, (6) Parental leave, childcare, and flexible work arrangement (FWA) options. We highlight two of these in particular: employment quotas and providing parental leave, childcare, and FWAs. This recommendation is based on the idea that employment quotas may be necessary and effective, especially in countries where low female workforce participation is perpetuated by social norms or discrimination.
Many South East Asian countries (e.g., India, Thailand, Indonesia, and Timor-Leste) have altered their constitutions or party laws to adopt some form of gender quotas in politics. Employment quota policies, if tied to governmental policies regarding loans and multilateral assistance, might increase the pool of available jobs while also raising aspirations among women and girls. Currently an experiment is underway in India, which mandated at least one member of the boards of publicly listed companies to be a woman. Moreover, there seems to be increasing support for quotas, with 55% of businesses in South East Asia supporting the idea (Grant Thornton, 2014).
With regard to parental leave, childcare, and FWAs, the role of the government in regulating this cannot be overlooked. Constraints on women’s time are reduced and children’s health outcomes are improved, when female employees are provided childcare, maternity leave, and FWAs (e.g., Abu-Ghaida & Klasen, Reference Abu-Ghaida and Klasen2004; Heymann, Raub, & Earle, Reference Heymann, Raub and Earle2011), and these aspects are indirectly improved when incentives are created for men to commit to share domestic responsibilities (Bettio & Villa, Reference Bettio and Villa1996). Moreover, women seem to stay longer in the workforce and within specific jobs when parental leave is mandatory (Kim, Lee, & Shin, Reference Kim, Lee and Shin2015). Thus, these policies can benefit not only women, but also families and society at large.
India has also made some progress with extending mandatory maternity leave from twelve to twenty-six weeks (over six months) and mandating that organizations with more than fifty female employees must provide a crèche or daycare facilities for children. Sri Lanka offers maternity leave and other forms of paid leave (Kodagoda, Reference Kodagoda2010). Similarly, Bangladesh has also implemented a six-month maternity leave policy although there is inconsistency in its usage and few provisions for childcare (Akter, Reference Akter2016). In Malaysia, organizations are likely to implement family-friendly policies mostly comprising of paid time off, medical coverage, and some childcare facilities (Noor, Reference Noor2006).
The World Bank’s Women, Business and Law report notes that 155 of the 173 countries in their report have at least one law impeding women’s economic opportunities. Moreover, in 100 economies, women face gender-based job restrictions. An example of these restrictions is the Factories Act in India, which prohibits women from working the night shift, thus impacting the representation of women in the manufacturing sector, perpetuating a vicious cycle of lack of access and development. Until such restrictions are lifted, or at least questioned in light of present day realities, individuals and organizations will continue to face barriers while trying to impact work–life integration and better, fairer workforce representation.
Best Practices for Work–Family Management in South East Asia
Research summary. Although work–life balance policies and practices have become increasingly common over the last decade or so, especially in industries with a large influence of multinational companies headquartered outside of South East Asia, they still seem to be viewed by organizational stakeholders as somewhat unnecessary in this region. For a long time, in Asia, FWAs were generally not widely used and relatively few studies on the practice had been carried out (Chow & Chew, Reference Chow and Chew2006). Wang, Lawler, and Shi (Reference Wang, Lawler and Shi2011) argue for the importance of work–life balance related practices in countries with a more collective orientation as employees may expect their employers to take care of them in return for loyalty. They found that in India and Thailand, perceived importance of work–life balance practices moderated the relationship between work flexibility and organizational commitment as well as work flexibility and work–family conflict. Work flexibility was positively related to organizational commitment and negatively related to work–family conflict among people who viewed this policy as important. There was a similar moderating effect for childcare policies in Thailand with childcare benefits being positively related to organizational commitment and negatively related to work–family conflict, and the relationship was stronger among people who viewed childcare as important. In contrast, in India, childcare-related policies were not related to organizational commitment or work–family conflict. In fact, among those who perceived this policy as less important, childcare policies predicted lower organizational commitment and higher perceived work–family conflict. Although there are some work–life balance policies and FWAs being increasingly offered in India (Rathore & Sachitanand, Reference Rathore and Sachitanand2007), there also tends to be a view that work–life balance is “a luxury that India cannot afford to focus on until after it has caught up with or exceeded the West in terms of economic development and competitiveness” (Gambles et al., Reference Gambles, Lewis and Rapoport2006, p. 15).
Organizational case studies. Below we describe five organizations (Hindustan Unilever, Dow Corning, Godrej, Shell, and Proctor & Gamble) with operations in South East Asia that have made an effort to facilitate work–family management for employees and have focused on creating inclusive workplaces.
Hindustan Unilever, a well-respected consumer goods organization that employs around 18,000 people in India, has a strong “agile” work culture where employees can work from anywhere, anyhow, anytime (Catalyst, 2013). The Agile Working program started in 2009 and evolved from a simple flexibility program into a pioneering career work model, with the goal of creating job structures that promote overall culture change with respect to work–family issues. Each employee identifies what they consider essential or non-negotiable in their lives – this may be family, health, career, societal contribution, or other aspects of life – and the organization works with these life needs by allowing flexible timing, flexible office locations to work from, career breaks ranging from six months to five years, and a second careers program (i.e., a career transition program for women who have taken a long career break and wish to reenter the workforce) (Karwa, Reference Karwa2015).
A few years ago, Dow Corning (a multinational organization that supplies silicones and silicones solutions, products, technology and services) noticed that its Asian employees were less interested in traditional FWAs like compressed work weeks. Instead, they were keen on minimizing frequent late-night conference calls (for instance, with their Western colleagues in the United States or in European time zones) – a common occurrence in multinational companies with operations in South East Asia. Responding to this work–life need, the organization rolled out teleconference guidelines requiring employees in Asia, Australia/New Zealand, South America, Europe, and the United States regularly rotate time zones for conference calls.
An Indian conglomerate, Godrej (a large conglomerate that includes chemicals manufacturers, household and consumer products manufacturers, real estate, and metal works), has a number of initiatives to break out of the traditional face-time expectations of working long hours in the office. Godrej’s policies are meant to cater to employees of three different generations – Baby Boomers, Gen X, and Gen Y. The policy offers flexible hours and telecommuting, but also supports employees who want to contribute to society by teaching or using their skills for a social cause. They stay away from a one-size-fits-all policy, focusing more on goal-setting and performance measurement than on regulating work hours. They have unlimited sick leave and focus on building a culture of trust where employees can bring their whole selves to work and integrate work and life needs.
Royal Dutch Shell instituted a policy around FWAs over ten years ago, including in its Malaysia operations (Anell & Hartmann, Reference Anell and Hartmann2007). Shell Malaysia’s FWAs at the time (Reference Anell and Hartmann2007) included some typical elements such as telecommuting, flextime, and part-time options as well as sabbaticals and the option to work beyond retirement age. In addition, generous leave policies include such provisions as “half pay leave to care for family members and extend maternity leave” and the possibility of availing of full paid leave for a variety of reasons. Most interestingly, Shell Malaysia had developed a charter, providing each employee and their team a framework to develop their own working norms. For instance: “Staff should enter into a dialogue with their supervisor about how a good balance between working requirements and personal needs can be met”; “Meetings and workshops should be scheduled, where possible, to avoid travel on weekends and holidays”; “An adequate work/rest balance should be maintained during and following business trips or periods of high workload.”
Procter & Gamble (P&G) won the Catalyst Award recently for its programmatic efforts to create an inclusive workplace, which included its focus on work–family management (Catalyst, 2015). P&G globally provides location and time flexibility and a variety of leave and reduced-hour arrangements, in order to build a culture where women and men can manage their responsibilities at and outside of work. P&G’s Hyderabad (India) plant is the first one of its kind to boast 30% women in its workforce. One of the ways it achieved this unprecedented high proportion in India’s manufacturing sector is by working with the local state government to seek an exception to the Factories Act which prohibits women working the night shift. Along with removing this restriction, P&G also ensured an inclusive environment where everyone felt safe and empowered to contribute their best and navigate their work–life boundaries effectively.
Future Research
Research on work–family issues in this region is relatively nascent and, for the most part, less rigorous by academic standards. Some of the countries in South East Asia (e.g., Maldives, Nepal, or Timor-Leste) have not been studied in published academic research to our knowledge. It would be very useful if research was conducted in these regions, particularly as part of large comparative studies, which often focus on European countries or China to the neglect of South East Asia (see Chapter 2 of this Handbook (Shockley, French, & Yu) for an overview of global work–family research). Such studies would not only add to our existing knowledge about the region, but would also allow for explicit comparisons between regions, which can be difficult when studies use different survey questions, methodologies, and samples. In addition to simply conducting more research in South East Asia, we also propose some specific avenues for future research.
Given ideas in existing theoretical work about how work is seen as a means to provide for the family in more collectivistic cultures, the very notion of work–family conflict needs to be reexamined. Said otherwise, do people in South East Asia view work–family conflict (or other work–family constructs such as balance or facilitation) in the same way as those in individualistic cultures where the common measurement instruments (e.g., Carlson, Kacmar, & Williams, Reference Carlson, Kacmar and Williams2000; Netemeyer, Boles, & McMurrian, Reference Netermeyer, Boles and McMurrian1996) were developed? Measurement equivalence studies as well as additional qualitative research would help address this question.
Related to this is the need to further understand work–family boundary research with an emphasis on how South East Asian countries’ cultures impact these ideas. A key idea in work–family boundary management is integration/segmentation, terms used to describe the ways in which people prefer to manage their home and work domains (Kreiner, Reference Kreiner2006; Nippert-Eng, Reference Nippert-Eng1996). Segmentation/integration exists on a continuum, whereas some people prefer to keep work and family totally separate (e.g., will physically separate work and family and minimize inter-role transitions) while others prefer to keep them integrated (e.g., will work at home and answer personal calls during work time). Studies on such boundary dynamics have mostly focused on Western contexts, but Ashforth et al. (Reference Ashforth, Kreiner and Fugate2000) suggested that the culture in which an individual is embedded likely affects these processes. Specifically, it is likely that individuals from collectivistic, feminine, low uncertainty-avoidance, and/or low power-distance cultures would be more likely to integrate than segment roles. Additionally, Powell et al. (Reference Powell, Francesco and Ling2009) suggested that people in cultures high on diffusion and collectivism (versus specificity and individualism, respectively) are more likely to integrate (versus segment) their work and home roles in order to maintain those role boundaries that are compatible with their cultures. Diffusion versus specificity focusses on the level of wholeness a culture uses to define a construct. People from a diffuse culture prefer to focus on wholeness or integration of different aspects of one’s life.
The impact of region/culture on segmentation/integration has only been tested in one study to our knowledge (Ollo-López & Goñi-Legaz, Reference Ollo-Lopez and Goni-Legaz2015) within a European context; thus, information about segmentation/integration in South East Asian societies remains largely untested. Allen, Cho, and Meier (Reference Allen, Cho and Meier2014) suggests that it may make sense to consider the integration/segmentation dimension as a separate value altogether, at the cultural level, distinct from existing values. Integration/segmentation values within a culture may also have implications for the efficacy of organizational support. In cultures where people prefer to keep work and non-work separated, organizational support may be interpreted as infringing on this separation and create additional stress. Further research on segmentation/integration preferences and how those fit with organizational policies would be useful to help shape work design and organizational supports in a way that maximizes work–family management in various regions of the world, including South East Asia.
In South East Asia specifically, given the importance of the family in people’s lives, we also recommend that future research focuses more on the family side as a means to enhance work–family outcomes. This suggestion is grounded in the fact that participants in many of the studies reviewed report using informal social support to deal with work–family conflict (e.g., Kalliath et al., Reference Kalliath, Kalliath and Singh2011; Noor, Reference Noor1999, Reference Noor2002b). As a starting place, Erickson et al. (Reference Erickson, Martinengo and Hill2010) discuss how the workplace can better offer support for employees in different family life stages. Support helpful for a family with infants may be different than support needed for a family with elderly parents to care for. This may be particularly relevant in South East Asia, where there are often expectations to care for aging parents – South East Asia’s elderly population is projected to increase by 430% between 2000 and 2050 (Retherford, Westley, Choe, Brown, Mason, & Mishra, Reference Retherford, Westley, Minja, Brown, Mason and Mishra2002).
Conclusion
We have outlined and focused on what is known along with identifying missing gaps in the literature on work–family topics within the region of South East Asia. We would like to take this opportunity to emphasize that we are encouraged by the continued and growing attention to these topics in this region. As work–life balance continues to grow in importance, we anticipate further refinement both in the measurement tools as well the understanding of the complexity of these relationships in South East Asia. Ultimately, we hope that researchers and practitioners will be able to assist workers in South East Asia to meet their work, family, and life needs and goals.
The objective of this chapter is to review work–family research conducted in Confucian Asia. Confucianism is a school of philosophy that is based on the ideas of Confucius, an ancient Chinese social philosopher. Confucianism has had profound impact on the culture in East and Southeast Asian societies (Neville, Reference Neville2000). As a code of conduct, Confucian values have shaped various aspects of individual and social lives of people in the region. In this chapter, Confucian Asia refers to China, Hong Kong, Japan, Singapore, South Korea, and Taiwan.
We begin by highlighting some aspects of Confucianism that are deemed important for the work–family interface. First, Confucianism emphasizes five principal relationships that define the role and proper social position for each individual; fulfilling the responsibilities and duties for one’s position is important to achieve social hierarchy and maintain harmony (Confucius, 1983). Of relevance, the husband and wife are prescribed to have separate functions in a family, such that the husband is primarily responsible for financial support whereas the wife is responsible for tending the home and children. Second, Confucianism views a family, rather than an individual, as the fundamental unit of society; family is an interdependent unit, in which members are highly involved with each other’s life. The centrality of the family role makes fulfilling family responsibility at the center of everyone’s social as well as economic roles. As a means to financially support family, work is often viewed as more important than leisure and as instrumental to family welfare (Redding, Reference Redding1990). Lastly, Confucianism values diligence, persistence, and loyalty (Chan, Reference Chan1996). The work ethic imbued with Confucianism is manifested in expectations for long work hours (Kang & Matusik, Reference Kang and Matusik2014) and performance evaluation practices that emphasize face-time (Won, Reference Won2005).
Other characteristics of the Confucian Asian countries that are relevant to the study of work and family deserve mentioning. First, previous research on cultural values has described these countries as highly collectivistic (Hofstede, Reference Hofstede2001); group interests tend to supersede individual interests and interdependent self-construal is prevalent in Confucian Asian societies (Markus & Kitayama, Reference Markus and Kitayama1991). Also, with the exception of Singapore, these countries rank relatively low on gender egalitarianism, the degree to which individuals’ biological sex determines their social roles (Emrich, Denmark, & Den Hartog, Reference Emrich, Denmark, Den Hartog, House, Hanges, Javidan, Dorfman and Gupta2004; Hausmann, Tyson, & Zahidi, Reference Hausmann, Tyson and Zahidi2012). Second, the countries in this region experienced economic growth in past decades (Bloom & Finlay, Reference Bloom and Finlay2009), which accompanied a rise in the number of women in the workforce and dual-earner couples (Jaumotte, Reference Jaumotte2004). Together with the rapidly aging population that increases the eldercare needs (Chan, Reference Chan2005), these changes have incited public and scholarly interest in work–family issues in the region. Finally, the governments of Confucian Asian countries have progressively introduced national initiatives to facilitate work–family reconciliation (e.g., legislation on labor conditions, leave policies, reward scheme for family-friendly organizations), although the type of policies and the degree of support available vary across the specific countries (Cho & Koh, Reference Cho, Koh, Lu and Cooper2015; Iwao, Reference Iwao, Christensen and Schneider2010).
In the following sections, we provide a critical synthesis of previous work–family research conducted in Confucian Asia. We first provide an overview of the development and methodology of work–family research in this region. Next, we review the key findings and compare them to the findings in the general work–family literature. We then discuss limitations of the extant literature and conclude with directions for future research.
Study of Work–Family in Confucian Asia
Development of Work–Family Research in Confucian Asia
Work–family research in Confucian Asia started in the 1990s. However, there were only a handful of studies published during this time. Studies at this nascent stage share several characteristics. First, the studies exclusively focused on work–family conflict (WFC; e.g., Matsui, Ohsawa, & Onglatco, Reference Matsui, Ohsawa and Onglatco1995). Second, all the studies utilized cross-sectional designs and examined WFC in a single country. Lastly, cultural characteristics of Confucian Asia were not reflected in the hypotheses development, and no study included an explicit measure of cultural values or characteristics. This makes it difficult to attribute any observed discrepancies to cultural characteristics of the region because they could be from alternative sources, such as sampling error, differences in measures used, or other unmeasured variables. One exception is a study by Aryee, Fields, and Luk (Reference Aryee, Fields and Luk1999a) that examined the cross-cultural generalizability of a model of WFC developed in the United States (Frone, Russell, & Cooper, Reference Frone, Russell and Cooper1992) using a sample of employees from Hong Kong; they hypothesized and found that the relative impact of work-to-family conflict versus family-to-work conflict on employee well-being differed across the two cultures. All in all, the theoretical contribution of the work–family research in the 1990s was somewhat limited. Although the studies documented evidence of WFC in Confucian Asia, they were essentially replications of existing work in the general work–family literature.
The work–family literature in Confucian Asia grew threefold in the 2000s. Some meaningful developments are worth mentioning. First, the positive side of work–family interface started gaining attention (e.g., Lu, Siu, Spector, & Shi, Reference Lu, Siu, Spector and Shi2009). Second, comparative research that examined different antecedents of WFC in the Western and Confucian Asian countries was published (e.g., Yang, Chen, Choi, & Zou, Reference Yang, Chen, Choi and Zou2000). Also, several multi-national studies (e.g., Hill, Yang, Hawkins, & Ferris, Reference Hill, Yang, Hawkins and Ferris2004; Spector et al., Reference Spector, Cooper, Poelmans, Allen, O’Driscoll, Sanchez and Yu2004, Reference Spector, Allen, Poelmans, Lapierre, Cooper, O’Driscoll and Brough2007) that explored potential differences in the work–family interface in Confucian Asia versus other cultural clusters appeared. Third, a unique theoretical model that takes into account a cultural characteristic of Confucian Asia (i.e., the specificity-diffusion dimension of culture; Hampden-Turner & Trompenaars, Reference Hampden-Turner and Trompenaars2000) was tested, demonstrating that within- as well as cross-domain variables may play an important role in WFC in Confucian Asia where the boundaries between work and family domains are often blurred (Luk & Shaffer, Reference Luk and Shaffer2005).
In the 2010s, the work–family literature in Confucian Asia started to blossom. First, the number of studies examining positive work–family experiences steadily increased, and a novel theoretical model that includes both WFC and work–family enrichment (WFE) was proposed and tested (Chen & Powell, Reference Chen and Powell2012). Second, the scope of the literature expanded with a number of studies on crossover that examined the process through which employees’ work experiences affect their family members (e.g., Liu & Cheung, Reference Liu and Cheung2015; Song, Foo, Uy, & Sun, Reference Song, Foo, Uy and Sun2011). Third, studies in the 2010s are marked by their advanced methodology. More studies utilized longitudinal designs (e.g., Ng & Feldman, Reference Ng and Feldman2012), experience sampling methods (e.g., Wang, Liu, Zhan, & Shih, Reference Wang, Liu, Zhan and Shi2010), and multi-source data (e.g., Lau, Reference Lau2010).
In summary, the study of work and family in Confucian Asia has continued to evolve. Specifically, the literature moved from the replication of existing studies to the examination of the unique conceptual and theoretical issues in the region. Given the trends in the region that more employees are engaged in a dual-earner lifestyle, have caregiving responsibilities, and pursue balance between life domains, the work–family literature in Confucian Asia is likely to flourish in coming decades.
Methodology of Work–Family Research in Confucian Asia
The work–family literature in Confucian Asia is similar to the general work–family literature in methodology (see Casper, Eby, Bordeaux, Lockwood, & Lambert, Reference Casper, Eby, Bordeaux, Lockwood and Lambert2007 for a review). First, most studies to date used cross-sectional designs in field settings, and no known study has used an experimental or quasi-experimental design. Also, the majority of studies relied on single-source data collected from surveys, although an increasing number of studies on crossover between spouses gathered multi-source data. Lastly, the type of families and employees studied were rather homogeneous, and work–family experiences among non-traditional families (e.g., homosexual couples, single parents) were neglected. It is also interesting to note that despite the importance placed on the strong ties with extended family in Confucian Asia, the role of extended families in the nexus of work and family has rarely been studied.
Most work–family research in Confucian Asia used previously validated measures. Scales for the key constructs have been made available in local languages (Chinese, Japanese, and Korean), either by the back-translation method (Brislin, Reference Brislin1970) or local development. For the negative interface, two measures of WFC (Carlson, Kacmar, & Williams, Reference Carlson, Kacmar and Williams2000; Netemeyer, Boles, & McMurrian, Reference Netemeyer, Boles and McMurrian1996) have been frequently used (e.g., Aryee, Luk, Leung, & Lo, Reference Aryee, Luk, Leung and Lo1999b; Fu & Shaffer, Reference Fu and Shaffer2001; Lim, Morris, & McMillan, Reference Lim, Morris and McMillan2011). For the positive interface, measures of WFE (Carlson, Kacmar, Wayne, & Grzywacz, Reference Carlson, Kacmar, Wayne and Grzywacz2006) and positive work–family spillover (Grzywacz & Marks, Reference Grzywacz and Marks2000) have been used (e.g., Jin, Ford, & Chen, Reference Jin, Ford and Chen2013; Lim, Choi, & Song, Reference Lim, Choi and Song2012; Siu et al., Reference Siu, Lu, Brough, Lu, Bakker, Kalliath and Sit2010).
Despite the critical importance of establishing measurement equivalence in cross-cultural research (van de Vijver & Leung, Reference Van de Vijver and Leung1997), limited evidence is available regarding measurement equivalence of key work–family constructs in Confucian Asia. A small number of multi-country studies have been conducted, most of which examined WFC (e.g., Spector et al., Reference Spector, Allen, Poelmans, Lapierre, Cooper, O’Driscoll and Brough2007; Yang et al., Reference Yang, Chen, Choi and Zou2000). Furthermore, not all multi-country studies tested measurement invariance. Available evidence (e.g., Ng & Feldman, Reference Ng and Feldman2012; Wang, Lawler, Walumbwa, & Shi, Reference Wang, Lawler, Walumbwa and Shi2004) provides full support for the two-factor structure of WFC (i.e., work-to-family and family-to-work) in Confucian Asia (i.e., configural invariance) and partial support for the equivalent strength of item-construct relationships (i.e., factorial invariance) as well as the equivalent intercept of each item (i.e., scalar invariance). For more information on issues of measurement invariance across cultures, please refer to Chapter 8 of this Handbook (Korabik & Rhijn).
Key Findings
In this section, we first summarize academic findings reported in the work–family literature based on samples drawn from Confucian Asia. Then, we discuss the work–family literature in Confucian Asia in relation to the general work–family literature. Finally, we review findings from multi-country studies.
Summary of Findings in Confucian Asia
Several themes emerged from the review of the work–family literature in Confucian Asia. First, work is a source of demands as well as resources. A number of studies underscored that various aspects of work (e.g., role stressors, incivility, unsupportive organizational culture) are a chief contributor to WFC (Aryee et al., Reference Aryee, Luk, Leung and Lo1999b; Kato & Yamazaki, Reference Kato and Yamazaki2009; Lim & Lee, Reference Lim and Lee2011). Work has also been shown to provide important resources (e.g., supervisor support, perceived organizational support) that can reduce WFC, alleviate the impact of the work demands on WFC, and facilitate WFE (Foley, Hang-Yue, & Lui, Reference Foley, Hang-Yue and Lui2005; Lu et al., Reference Lu, Siu, Spector and Shi2009). Similarly, family is a source of demands as well as resources for the work–family interface. In parallel with research on the work domain, studies identified various demands (e.g., number of children, family time commitment) and resources (e.g., spouse support, elderly parents’ help) residing in the family domain that influence positive and negative work–family experiences (Aryee et al., Reference Aryee, Luk, Leung and Lo1999b; Lu et al., Reference Lu, Siu, Spector and Shi2009; Luk & Shaffer, Reference Luk and Shaffer2005).
In terms of consequences, work–family experiences have been associated with a variety of factors in the domains of work, family, and health. On the one hand, WFC has been associated with suboptimal work (e.g., job dissatisfaction, poor job performance; Lu, Wang, Siu, Lu, & Du, Reference Lu, Wang, Siu, Lu and Du2015), family (e.g., low family satisfaction; Aryee et al., Reference Aryee, Fields and Luk1999a), and health-related outcomes (e.g., alcohol use; Wang et al., Reference Wang, Liu, Zhan and Shi2010). On the other hand, positive work–family experiences tend to be associated with enhanced outcomes (Lu et al., Reference Lu, Siu, Spector and Shi2009). The crossover literature indicated that employees’ work–family experiences also affect their spouses (Liu & Cheung, Reference Liu and Cheung2015; Song et al., Reference Song, Foo, Uy and Sun2011) and children (Lau, Reference Lau2010).
Finally, the abovementioned relations among antecedents, work–family experiences, and outcomes were qualified by individual, organizational, and family factors. For example, studies have found that the positive relationship between work demands and work-to-family conflict was mitigated by perceived organizational support, domestic support, and family-friendly policies (Foley et al., Reference Foley, Hang-Yue and Lui2005; Luk & Shaffer, Reference Luk and Shaffer2005). In terms of individual difference variables, the relationship between WFC and outcomes were weaker among individuals who score higher on proactive personality (Lau, Wong, & Chow, Reference Lau, Wong and Chow2013), but stronger among employees with higher Chinese work values (i.e., eight work-related values that are rooted in Confucianism, such as collectivism and hard work; Lu, Chang, Kao, & Cooper, Reference Lu, Chang, Kao and Cooper2015).
Comparisons to the Broader Work–Family Literature
Work–family studies in Confucian Asia have provided evidence for the generalizability of fundamental theoretical frameworks in the work–family literature. First, the four-fold conceptualization of work–family interface, conflict and facilitation in two directions (i.e., work-to-family and family-to-work; Frone, Reference Frone, Quick and Tetrick2003), was empirically supported in Confucian Asia (Lu et al., Reference Lu, Siu, Spector and Shi2009). Second, research on antecedents of WFC provided support for the domain specificity model, which posits that predictors of conflict reside in the originating domain whereas consequences of conflict are in the receiving domain (Frone et al., Reference Frone, Russell and Cooper1992). That is, most studies examined and demonstrated work-related and family-related factors as antecedent of work-to-family conflict and family-to-work conflict, respectively (e.g., Fu & Shaffer, Reference Fu and Shaffer2001), although few studies showed the effect of cross-domain antecedents on WFC (e.g., Luk et al., Reference Luk and Shaffer2005; Foley et al., Reference Foley, Hang-Yue and Lui2005). Concerning outcomes of WFC, some studies (e.g., Zhao & Namasivayam, Reference Zhao and Namasivayam2012) supported the source attribution model, which argues that conflict influences affective outcomes in the originating domain via the cognitive appraisal process (e.g., work-to-family conflict impacts work satisfaction; Shockley & Singla, Reference Shockley and Singla2011), but the results were more consistent for the domain specificity model (e.g., Aryee et al., Reference Aryee, Fields and Luk1999a, Reference Aryee, Luk, Leung and Lo1999b). Notably, two recent studies that explicitly tested the appropriateness of the two models (domain specificity and source attribution) in Confucian Asia (Li, Lu, & Zhang, Reference Li, Lu and Zhang2013; Zhang, Griffeth, & Fried, Reference Zhang, Griffeth and Fried2012) favored the domain specificity model. The source attribution model was deemed less applicable in Confucian Asia due to the prevailing view of work as a critical tool for family welfare, which likely prevents workers from attributing work-to-family conflict to work.
Key antecedents and outcomes of WFC in the broader work–family literature were also examined in Confucian Asia. Overall, results about the antecedents of WFC (e.g., Aryee et al., Reference Aryee, Luk, Leung and Lo1999b; Foley et al., Reference Foley, Hang-Yue and Lui2005; Kato & Yamazaki, Reference Kato and Yamazaki2009; Luk & Shaffer, Reference Luk and Shaffer2005) were similar to findings from the general work–family literature as reported in meta-analyses (Byron, Reference Byron2005; Michel, Young, Mitchelson, Clark, & Baltes, Reference Michel, Young, Mitchelson, Clark and Baltes2011). In contrast, the relationships between WFC and outcomes were less consistent in Confucian Asia than has been found in broad meta-analyses (e.g., Amstad, Meier, Fasel, Elfering, & Semmer, Reference Amstad, Meier, Fasel, Elfering and Semmer2011). For instance, some studies reported a null relationship (Aryee & Luk, Reference Aryee and Luk1996; Aryee et al., Reference Aryee, Luk, Leung and Lo1999b) or even a positive relationship (Lu et al., Reference Lu, Siu, Spector and Shi2009) between WFC and affective outcomes (e.g., job satisfaction, family satisfaction, organizational commitment), which contradicts the typical negative relationships cited in prior meta-analyses.
Next, findings from the crossover literature were in line with results reported in the general work–family literature. Most studies examined crossover among dual-earner couples and showed that experiences of one partner (e.g., WFC, WFE, emotional exhaustion) affected another partner’s outcomes (e.g., psychological strain, WFC, life satisfaction; Liu et al., Reference Liu and Cheung2015; Shimazu et al., Reference Shimazu, Kubota, Bakker, Demerouti, Shimada and Kawakami2013; Zhang et al., 2013). Several studies (Song et al., Reference Song, Foo, Uy and Sun2011; Shimazu et al., Reference Shimazu, Kubota, Bakker, Demerouti, Shimada and Kawakami2013) reported evidence for the three mechanisms of crossover (Westman, Reference Westman2001): the direct crossover that refers to the transfer of affective experiences between individuals via empathic process and emotion contagion, the indirect crossover that refers to the transmission of experiences via interpersonal exchanges between individuals, and the common stressors mechanism that occurs when characteristics in a shared environment synchronize affective experiences of individuals. Some studies found moderators of the crossover mechanisms (e.g., empathy, family identity salience; Liu et al., 2015; Lu, Lu, Du, & Brough, Reference Lu, Lu, Du and Brough2016). Results on the role of gender were mixed, such that some studies found gender asymmetry in the crossover effect (e.g., Shimazu et al., Reference Shimazu, Kubota, Bakker, Demerouti, Shimada and Kawakami2013; Zhang et al., 2013), while others did not (e.g., Lu et al., Reference Lu, Lu, Du and Brough2016).
Finally, findings from a few studies on the positive work–family interface were comparable to those reported in the general work–family studies. First, the prevalence of family-to-work enrichment was higher than work-to-family enrichment (Lu et al., Reference Lu, Xu, Caughlin, Lu and Cooper2015; Lu et al., Reference Lu, Siu, Spector and Shi2009; Siu et al., Reference Siu, Lu, Brough, Lu, Bakker, Kalliath and Sit2010). Second, resources in work and family (e.g., family-friendly organizational policies, social support; Lu et al., Reference Lu, Siu, Spector and Shi2009; Siu et al., Reference Siu, Lu, Brough, Lu, Bakker, Kalliath and Sit2010) promoted WFE. Third, WFE was associated with favorable outcomes (cf. McNall, Nicklin, & Masuda, Reference McNall, Nicklin and Masuda2010), such as job performance and life satisfaction (Lu et al., Reference Lu, Siu, Spector and Shi2009; Lu et al., Reference Lu, Xu, Caughlin, Lu and Cooper2015).
Findings from Multi-Country Studies
The majority of multi-country studies to date have contrasted collectivistic Confucian Asian countries with individualistic Anglo countries (e.g., Australia, Canada, New Zealand, the United Kingdom, the United States), with particular focus on WFC. Culture as a predictor of mean levels of WFC as well as culture as a moderator of the relationships between antecedents and WFC and WFC and outcomes has been the topic of interest in this literature. In Confucian Asia, work is perceived as a critical tool that serves the family (Redding, Reference Redding1990) and the boundaries between the two domains tend to be blurred (Luk & Shaffer, Reference Luk and Shaffer2005). On the contrary, work is viewed as independent of and competing against family in the individualistic societies. Also, individuals in collectivistic Confucian Asia tend to have a close network of extended family in which they can seek support from (Hofstede, Reference Hofstede2001). Due to these fundamental differences across the two cultures, lower prevalence of WFC and weaker relations among antecedents and WFC as well as WFC and outcomes are typically hypothesized in collectivistic Confucian Asia compared to individualistic Anglo countries.
Studies have reported mixed evidence regarding mean differences in WFC across cultures. For the work-to-family direction, some studies found no significant differences (e.g., Jin et al., Reference Jin, Ford and Chen2013), while others found small effect sizes indicating a higher prevalence in the individualistic Anglo countries than the collectivistic Confucian Asian countries (e.g., Spector et al., Reference Spector, Allen, Poelmans, Lapierre, Cooper, O’Driscoll and Brough2007) or vice versa (e.g., Yang, Reference Yang and Poelmans2005). Similarly for family-to-work conflict, Jin et al. (Reference Jin, Ford and Chen2013) observed a greater frequency in China than in the United States, whereas Yang (Reference Yang and Poelmans2005) did not find a significant difference between the same two countries. A recent meta-analytic investigation of mean differences in WFC demonstrated that the level of family-to-work conflict was greater among individuals from the collectivistic Asian countries than among those from the individualistic countries, whereas the degree of work-to-family conflict did not differ across the two cultures (Allen, French, Dumani, & Shockley, Reference Allen, French, Dumani and Shockley2015).
Next, several studies indicated that relationships among demands (e.g., work hours) and WFC are weaker in Confucian Asian countries than in Anglo countries (Jin et al., Reference Jin, Ford and Chen2013; Spector et al., Reference Spector, Cooper, Poelmans, Allen, O’Driscoll, Sanchez and Yu2004, Reference Spector, Allen, Poelmans, Lapierre, Cooper, O’Driscoll and Brough2007; Yang, Reference Yang and Poelmans2005; but see Hill et al., Reference Hill, Yang, Hawkins and Ferris2004 and Yang et al., Reference Yang, Chen, Choi and Zou2000 for exceptions to this pattern). Fewer studies examined whether the strength of relationships between resources and WFC differed across the cultures, and the results are mixed (Jin et al., Reference Jin, Ford and Chen2013; Lu et al., Reference Lu, Cooper, Kao, Chang, Allen, Lapierre and Spector2010). Interestingly, research on flexible work arrangements suggests that the availability of flexible work arrangements has negative associations with WFC in the United States, but have null or positive associations with WFC in Confucian Asia (Galovan et al., Reference Galovan, Fackrell, Buswell, Jones, Hill and Carroll2010; Masuda et al., Reference Masuda, Poelmans, Allen, Spector, Lapierre, Cooper and Lu2012). The negative consequences of WFC in terms of domain satisfaction, withdrawal (e.g., absenteeism, turnover intention), and health outcomes (e.g., depression) appeared to be universal, but studies demonstrated a stronger impact of work-to-family conflict in Anglo countries than in Confucian Asian countries (e.g., Galovan et al., Reference Galovan, Fackrell, Buswell, Jones, Hill and Carroll2010; Lu et al., Reference Lu, Cooper, Kao, Chang, Allen, Lapierre and Spector2010; Spector et al., Reference Spector, Allen, Poelmans, Lapierre, Cooper, O’Driscoll and Brough2007; Yang, Reference Yang and Poelmans2005).
Limitation and Future Research Ideas
In this section, we discuss limitations of the current work–family literature in Confucian Asia and highlight fruitful avenues for future research. Commonly criticized limitations of the general work–family literature was also found in the work–family literature in Confucian Asia. Studies of WFC have been dominant, despite the growing body of research on the positive work–family interface. Work–family researchers have paid more attention to factors in the workplace, with less focus on factors in the family domain. Methodologically, most previous research relied on cross-sectional designs, which limits our ability to draw causal conclusion. Data were collected from a single-source, typically in convenience samples.
Some limitations concern the transfer of theories and measurements developed in the general work–family literature to Confucian Asia. Most studies used measures developed in English for the non-English speaking local population, but many of them did not provide information regarding the translation process and evidence of measurement equivalence. This is a critical limitation in that equivalent measurements for key constructs are essential for meaningful cross-cultural comparison of work–family experiences. Next, most studies utilized existing theoretical frameworks developed from a Western perspective, while unique characteristics of Confucian Asia were not taken into consideration in the theory development and study design. A small number of studies based their argument on a cultural value of ‘individualism-collectivism’ in explaining work–family experiences in Confucian Asia (e.g., Jin et al., Reference Jin, Ford and Chen2013; Spector et al., Reference Spector, Allen, Poelmans, Lapierre, Cooper, O’Driscoll and Brough2007), but other characteristics that are potentially important for the nexus of work and family (e.g., gender equality, power distance, strong familial ties) have rarely been studied.
Previous work–family research tended to overlook the uniqueness of each country in Confucian Asia while emphasizing their similarities. Although countries in Confucian Asia share many similarities, notable differences exist across the countries that are relevant to work–family experiences. For example, paid domestic help is much more common in Hong Kong and Singapore than in Korea (Tsujimoto, Reference Tsujimoto and Yang2014). As the work–family literature in Confucian Asia becomes more mature, researchers may want to delve into these differences across the countries in the region to better understand diverse work–family experiences within Confucian Asia.
There are several promising avenues for future work–family research in Confucian Asia. The first is to explore the unique characteristics of the workplace and aspects of family relationships in Confucian Asia. In the work domain, values that employees in Confucian Asia adhere to might be worth further investigation. Confucian work values refer to work-specific values that are tied to Confucianism and include authoritarianism, endurance, hardworking, collectivism, credentialism, functionalism, interpersonal connections, and long-term orientation (Huang, Eveleth, & Huo, Reference Huang, Eveleth, Huo, Lau, Law, Tse and Wong2000). Although benefits of Confucian work values for various organizational outcomes such as organizational commitment, job performance, and transformational leadership have been recognized (Chao, Reference Chao1990; Lin, Ho, & Lin, Reference Lin, Ho and Lin2013; Siu, Reference Siu2003), scholars have only recently begun to examine the role of Confucian work values in the work–family interface (e.g., Lu, Xu, & Caughlin, Reference Lu, Xu, Caughlin, Lu and Cooper2015; Wong & O’Driscoll, Reference Wong and O’Driscoll2016). Given that Confucian work values are still prevalent in modern organizations in Confucian Asia (Chao, Reference Chao1990; Lu, Kao, Siu, & Lu, 2011), more research is warranted to understand the role these values play in employees’ work–family experiences.
In the family domain, individuals in Confucian Asia tend to have high expectations for family obligations and responsibility to care for elderly family members because they perceive themselves as an interdependent part of a family unit (Zhan & Montgomery, Reference Zhan and Montgomery2003). Parents are emotionally involved with their children, such that they take pride in their children’s success or blame themselves for their children’s failure (Park & Chesla, Reference Park and Chesla2007). Although these strong familial ties can be a source of demands as well as support for employees, how they shape the work–family interface among individuals in Confucian Asia is not well understood. Relatedly, as it is not uncommon for employees in Confucian Asia to seek help from their extended family members, especially from their elderly parents, to take care of their family demands, implications of such practices warrant greater research. Expanding prior research reporting that employees who live with extended family members experienced less family-to-work conflict (Lu et al., Reference Lu, Siu, Spector and Shi2009), future research may inquire into the impact on well-being of elderly parents or children.
Next, future research might want to explore the work–family interface among employees in family businesses. Because most companies are family businesses in East Asia (Ahlstrom, Young, Chan, & Bruton, Reference Ahlstrom, Young, Chan and Bruton2004) and family business exemplifies a case in which work and family are extremely integrated, this could provide an interesting context to investigate work–family experiences in Confucian Asia. Previous research found that the impact of family-to-work conflict on job satisfaction was weaker among family business owners’ than owners of non-family business due to support from family members and coping strategies (Kwan, Lau, & Au, Reference Kwan, Lau and Au2012). Aspects of family business that are conducive to positive and negative work–family experiences, conditions in which the family business creates more demands than resources (or vice versa), and strategies that people who work in family businesses employ to manage boundaries between work and family are topics worthy of future research.
Finally, Confucian Asia consists of societies that are rapidly changing. Several changes are deemed particularly relevant for future work–family research. The first concerns the changing perspectives toward gender roles. With the cultural change to embrace gender equality (Inglehart & Norris, Reference Inglehart and Norris2003), younger generations worldwide are known to be more gender egalitarian, and those in Confucian Asia are no exception. However, due to the close familial ties and interdependencies among family members, more traditional gender ideologies held by older generations may still influence younger workers’ work–family experiences. Generational differences in the endorsement of prevailing gender role ideologies, its impact on younger workers’ work–family experiences, and how individuals reconcile these potential discrepancies deserve further attention.
Second, individualism is becoming popular in Confucian Asia, especially among the younger generations (Wang et al., Reference Wang, Lawler, Walumbwa and Shi2004). Accordingly, proposed cultural differences between Western and Confucian Asian countries (e.g., individualism-collectivism) may be less salient in the current and future workforce. With this in mind, perhaps assessing cultural values at the individual-level may provide us with insights into the role of this value in work–family experiences. Previous research showed that individualism-collectivism at the individual-level (i.e., idiocentrism-allocentrism) moderates the relation between work–family conflict and turnover intention, such that the link was stronger among individuals scoring high on idiocentrism (Wang et al., Reference Wang, Lawler, Walumbwa and Shi2004), which resembles findings at the national-level.
Lastly, career attitudes and family structures are diversifying in Confucian Asia. Younger generations are proactive in making career-related changes (e.g., seeking a new employer), value a balance between their work and non-work lives, and capitalize on entrepreneurial opportunities (Wong, Reference Wong2007; Yi, Ribbens, & Morgan, Reference Yi, Ribbens and Morgan2010). Many young people choose to live alone, to not have children (Jones, Reference Jones2007), and to live apart from their extended family for various reasons (e.g., a better job, better education for children; Goulbourne, Reynolds, Solomos, & Zontini, Reference Goulbourne, Reynolds, Solomos and Zontini2010). As the diversity in the work and family domain becomes the new normal, further research is needed to better understand work–family experiences among individuals who make these “atypical” choices.
Conclusion
In this chapter we reviewed work–family research in Confucian Asia. The study of work and family in Confucian Asia has continued to grow at an exponential rate, moving from the replication of existing work–family studies to the examination of the unique conceptual and theoretical issues in the region. Our review revealed that the work–family literature in Confucian Asia is similar to the general work–family literature in terms of research questions and methodology. Theoretical frameworks and measurements for key constructs developed in the general work–family literature appeared applicable in this region. Intriguing differences have been detected in the relationships among antecedents, work–family experiences, and outcomes, but more research is needed to illuminate underlying mechanisms.
Research on the work–family interface has expanded rapidly in the past few decades, and research on the topic specifically conducted in Australia and New Zealand is no exception to this. The focus of this chapter is to review research within these regions. To the best of our knowledge, there are no prior reviews of research on work and family in this region. The articles nearest to the present work include a review of work–life articles published between 2004 and 2007 by Bardoel, De Cieri, and Santos (Reference Bardoel, De Cieri and Santos2008), and a policy research agenda article on Australia by Drago, Pirretti, and Scutella (Reference Drago, Pirretti and Scutella2007), but neither article claims to provide a comprehensive review.
This review begins with a section on the historical context for both the study of work and family research and the relevant public policy developments, noting these are firmly anchored in concerns with gender equity in both nations. The second substantive section provides a historical picture of turning points in work and family research, including the development of relevant national surveys and governmental research supports, a brief look at the disciplinary breadth of relevant scholars, and discusses McDonald’s (Reference McDonald2000) theory linking work and family policies to fertility, the Australian government’s household panel data effort (the Household, Income and Labour Dynamics in Australia or HILDA survey), and other novel research contributions from the region. The third section provides a cross-national understanding of how work and family research is performed in the region, the extent to which work and family behavioral models apply to Australia and New Zealand, and summarizes the results of cross-national (and cross-cultural) studies including either Australia or New Zealand. The fourth section covers the limitations of existing research, particularly in terms of gender, race, and ethnicity. The conclusion provides a summary and suggestions for future research.
Note also that in the Bardoel, De Cieri, and Santos’s (Reference Bardoel, De Cieri and Santos2008) review of the Australian and New Zealand work–life literature, they found 77% of the articles concerned Australia, 21% were on New Zealand, and 2% on both countries, which is roughly as expected from population differences. We find roughly similar coverage differences in the material below.
General Context
In terms of Hofstede’s dimensions of national culture, both Australia and New Zealand have similar profiles (Hofstede, Reference Hofstede2001, 2010). They are both low on power distance, indicating managers and employees expect to be consulted and information to be shared frequently. Australia is one of the highest ranking countries on the individualism dimension, and New Zealand’s score is also relatively high, which translates into societies that are loose-knit and the general expectation is that people look after themselves and their immediate families. The study by Lu et al. (2006) found that people from individualistic cultures tend to perceive work and family demands as competing for limited personal resources, such as time and energy, and are thus highly likely to experience work–family conflict. Both societies are considered “masculine” societies where conflicts are resolved at the individual level and the goal is to win. New Zealand and Australia also score high on the indulgence dimension and overall exhibit a willingness to realize their impulses and desires regarding enjoying life and having fun (Hofstede, Reference Hofstede2001, 2010).
Perhaps the single most important key to understanding research and policy around the work–family interface in Australia or New Zealand is understanding gender inequality issues that are unique to this cultural context (Pocock, Reference Pocock2003). Although gender inequality is hardly unique to these two nations, it is crucial for understanding the historical development of labor market and social welfare policies, the division of labor in the home and workplace, and the framing of relevant policy debates.
Part of the reason gender inequality is taken seriously in both nations is that New Zealand and Australia have long established histories of support of women’s rights. New Zealand was the first country to grant women the right to vote in 1893, and in 1902, Australia was the first country to give women both the right to vote in federal elections and also the right to be elected to parliament on a national basis (Australian Government, 2015). However, a woman was not actually elected to federal parliamentary positions until 1943 in Australia (Australian Government, 2011). In New Zealand, women could first stand for parliament in 1919, with the first woman holding national office in 1933 (Ministry for Culture and Heritage, 2014). New Zealand gave women the vote nine years earlier than Australia and New Zealand voted women into parliament twenty-four years earlier than Australia.
As is true elsewhere, interest in the work–family interface in Australia was driven in part by increases in women’s labor force participation. In Australia, the rate of labor force participation rose steadily from 43.4% in 1978 to 59.3% in 2016 (ABS, 2016). In New Zealand, women’s participation rate rose from 54.6% in 1986 to 64.4% in 2016 (Statistics New Zealand, 2016). Increases in the labor force participation rates of mothers had an even greater impact, and partnered mothers’ rates in New Zealand rose from 61.7% in 1994 to 69.6% in 2014 (Flynn and Harris, Reference Flynn and Harris2015). In Australia, labor force participation for mothers with a youngest child two years of age climbed from 43% in 1991 to 56% by 2011 (Baxter, Reference Baxter2013).
Gender inequality in work hours, often to accommodate mothers’ care for children, is very pronounced among couple families with children. In Australia, the percentage of couples with dependent children with both parents working full-time declined slightly, from 21.4% in 1991 to 21.0% in 2011, while couples with the father employed full-time and the mother employed part-time expanded from 27.0% to 34.0% over the same period (Baxter, Reference Baxter2013). In total, 62% of coupled, employed mothers are part-time workers in Australia. Part-time employment among mothers is less prevalent in New Zealand, with more than half of employed coupled or single mothers working full-time, even with a youngest child aged 0–4 years (Flynn & Harris, Reference Flynn and Harris2015). However, a solid majority of part-time employees in both nations are women, who comprised 70.4% of part-timers by 2013 in New Zealand (Statistics New Zealand, 2015) and 68.0% in Australia (ABS, 2016).
Both Australia and New Zealand historically had wages, benefits, and working conditions set through complex arbitration or “awards” systems involving trade unions and employers or employer organizations. Under those systems, many part-time employees were also “casual employees” (Campbell & Brosnan, Reference Campbell and Brosnan2005). As the words suggest, casual employees have few rights (although this is changing) and generally do not accrue any leave entitlements and are entitled to a higher rate of pay to compensate for this difference. “Casual loadings” are approximately 20–25% of pay and are in lieu of vacation, sick days, and retirement benefits (ibid.). This extra pay (or loading) made casual and part-time work attractive to many women, and particularly mothers. However, “casual” jobs are usually temporary, have irregular hours, and are not guaranteed to be ongoing (ACTU, 2017). As Campbell and Brosnan (Reference Campbell and Brosnan2005) explain, since the New Zealand labor market was decentralized in 1991 under the Employment Contracts Act, casual employment has expanded minimally there, while it grew to encompass over a quarter of Australian employees by 2002. However, within New Zealand, that legislation saw the undermining of the “casual loading” or extra pay, which is far more uncommon now in New Zealand.
An additional reason for part-time employment being relatively more common among Australian mothers than New Zealand mothers lies in differences in the health care insurance systems. Single-payer health care has existed in Australia since 1975 (Biggs, Reference Biggs2004), while New Zealand had a system of public subsidies to health providers, with deregulation in the 1990s increasingly tying access to health care to ability to pay (Barnett & Barnett, Reference Barnett and Barnett2004). The latter system provides a greater incentive to work full-time. Indeed, within New Zealand, using private health insurance is in the minority, at 31.8% (Health Funds Association, 2010), and is most likely tied to those in full-time employment and not part-time employment, due to the associated costs.
Although the effective promotion of part-time work among Australian mothers might be seen as ameliorating conflicts between work and family, that is not accurate. On the one hand, part-time employment may support high levels of inequality in the division of household labor, with Baxter (Reference Baxter2001) finding that Australian married mothers typically perform around two-thirds of all childcare and housework. The division of household labor is similar in New Zealand, with women performing more than twice as much work as men in terms of cleaning/laundry and food preparation, and women under the age of forty-five spending around twice as much time on childcare (Statistics New Zealand, 2001).
Although part-time employment might sometimes be chosen freely, it seems likely that many young Australian women view it as a constrained choice. Although there are different labor market choices available and women might choose to work part-time, for many Australian women with family responsibilities, the only option is to work-part-time because they cannot access sufficient parental leave, flexibility in work hours, and because of the cost and/or difficulty of accessing childcare (Pocock, Reference Pocock2003). In New Zealand, the government recently started collecting data on “under-employment,” which is defined as working fewer hours than desired and able to work (Statistics New Zealand, 2013). The government notes that ILO data found New Zealand ranked twenty-first (around 4% under-employment) and Australia twenty-sixth (8% under-employment). The United States ranked tenth with well under 2% under-employment. It also noted that within New Zealand, women make up twice the part-time workforce, but were twice as likely as men to report under-employment. This likely reflects either that women are not able to find a job that allows them to also fulfill household responsibilities, so they work part-time, or women would prefer not to work, perhaps in order to care for children, but must work for financial reasons, and thus engage in part-time labor.
More generally, difficulties women faced in balancing employment and childrearing may have resulted in low fertility. For New Zealand, fertility fell from the necessary replacement rate of 2.1 in 1993, but only to 2.0, and it hovered between 1.9 and 2.0 until 2007, when it rose to 2.2 for several years, before falling back to the prior pattern in 2013–2015 (Statistics New Zealand, n.d.). In Australia, fertility fell below the replacement level of 2.1 in 1977, was stable at 1.8 or 1.9 from 1978 to 2006, before rising to 2.0 from 2007 to 2010, and falling back to 1.9 in 2011 through 2013 (ABS, 2013).
Various government policies to promote the integration of work and family have been considered over the years. In Australia, unpaid, job-protected leave for new biological mothers was provided through the arbitration system in 1979, expanded to include adoptive mothers in 1985, extended to fathers in 1990, and extended to casual employees in 2001 (Goward et al., Reference Goward, Mihailuk, Moyle, O’Connell, de Silva, Squire and Tilly2005). The gendered focus of initial parental leave provisions was echoed in the Sex Discrimination Act of 1984, which explicitly prohibited discrimination based on pregnancy or potential pregnancy, and was interpreted as protecting only employees with caregiving responsibilities who were also women (Sex Discrimination Act 1984). Conservative governments (under the Liberal Party of Australia) responded to the pressure to provide policies facilitating balance by (1) including provisions to enhance flexible work arrangements in the Workplace Relations Act of 1996, and (2) in 2004 introducing a “baby bonus,” which provided payments to new mothers regardless of employment status (Risse, Reference Risse2010). After the Australian Labor Party returned to power, the legal right to request flexibility for caregivers was included in the Fair Work Act of 2009, and a paid parental leave scheme for was introduced in 2011 (ABS, 2011). The parental leave provisions were limited to “primary carers,” so effectively excluded most men, although a two-week “use it or lose it” provision for fathers was added in 2013 (Buckmaster, Reference Buckmastern.d.). The Workplace Gender Equality Act 2012 (Act) replaced the Equal Opportunity for Women in the Workplace Act 1999. The legislation aims to improve and promote equality for both women and men in the workplace and includes a specific aim to “promote, amongst employers, the elimination of discrimination on the basis of gender in relation to employment matters (including in relation to family and caring responsibilities)” (Workplace Gender Equity Agency (WGEA), n.d.).
Within New Zealand, the major legislative additions promoting parenting were the Taxation (Parental Tax Credit) Act 1999, which was then expanded into the Parental Leave and Employment Protection (Paid Parental Leave) Amendment Act 2002, which at the time provided a maximum pay rate of $325/week for twelve weeks. Haar and Spell (Reference Haar and Spell2003) found media attention on work and family issues, which steadily increased from 1985 to 1998, may have played a role in passage of the legislation. New Zealand has subsequently raised the threshold and benefits on paid parental leave, with current leave being up to eighteen weeks and paying a maximum of almost $530/week (Ministry of Business, Innovations & Employment, 2016). The new legislation has also been extended to include workers on non-standard working arrangements, and New Zealand still offers up to fifty-two weeks of unpaid parental leave. In summary, in 1998 only the United States, Australia, and New Zealand were countries without paid parental leave legislation in the developed world. In 1999, New Zealand and then in 2011, Australia left the list, with only the United States remaining.
Turning Points in the History of Work–Family Research in Australia and New Zealand
The same focus on gender inequality that pushed much public policy development similarly affected two tracks of work–family research in Australia which emerged by the end of the 1990s. First, a focus on gender inequality in the division of household and paid labor yielded an early interest in measuring and valuing time devoted to family care and housework (Ironmonger, Reference Ironmonger1989; Russell, James, & Watson, Reference Russell, James and Watson1988). Ultimately, that interest led to the development and subsequent analysis of national time use surveys in 1992, 1997, and 2006 (e.g., Bittman, Reference Bittman1999; Craig & Bittman, Reference Craig and Bittman2008; Craig, Mullan, & Blaxland, Reference Craig, Mullan and Blaxland2010), although the survey for 2013 was cancelled (Sawer, Bittman, & Smith, Reference Sawer, Bittman and Smith2013). Second, increasing public discussion of work–family balance and the flexible work arrangements provisions of the Workplace Relations Act of 1996 led other researchers to focus on workplace policies and organizational behavior (e.g., Bardoel, Moss, Smyrnios, & Tharenou, Reference Bardoel, Moss, Smyrnios and Tharenou1999; Russell & Bourke, Reference Russell and Bourke1999). This also spurred the inclusion and subsequent analysis of work–family policy items in the government-sponsored Australian Workplace Industrial Relations Survey (AWIRS) of 1995 (e.g., Gray & Tudball, Reference Gray and Tudball2003). Additionally, the Australian Work and Life Index (AWALI), first administered in 2007, is a national survey of work–life outcomes of working Australians undertaken by the Centre for Work and Life (Skinner & Pocock, Reference Skinner and Pocock2014). AWALI was repeated annually until 2010 and then biennially in 2012 and 2014 and has served as an important dataset to examine factors related to work–life conflict and associated social, community, and health outcomes.
Most of the New Zealand research on work–life issues focuses on alternative work arrangements with far less research on wellness, care-giving support, and crisis assistance (Morrison & Thurnell, Reference Morrison and Thurnell2012). Government organizations – the New Zealand Department of Labour, New Zealand Business Council for Sustainable Development, and Diversity Works NZ – have all conducted significant research studies on alternative work arrangements. In New Zealand, practical government support came in two forms. First, public sector employees tended to be underpaid historically, which led the government to promote flexible work arrangements for those employees (Haar, Reference Haar2008). Second, through the Equal Employment Opportunities Trust, which later became Diversity Works NZ, the government pressed work–life balance policies and practices as one component of a gender equity strategy (see www.diversityworksnz.org.nz).
Research in work–life in Australia and New Zealand has some of the same characteristics of work–life research elsewhere in the developed world. Nonetheless, it has its own flavor. Australia can arguably claim a major theoretical contribution and major contributions in terms of empirical resources, along with several minor but nonetheless unique contributions from both Australia and New Zealand. Among the major contributions is Peter McDonald’s (Reference McDonald2000) theory linking work–family policies and fertility. As he explains, the theory argues:
… if women are provided with opportunities nearly equal to those of men in education and market employment, but these opportunities are severely curtailed by having children, then, on average, women will restrict the number of children that they have to an extent which leaves fertility at a precariously low, long-term level.
McDonald has since applied and developed the theory both in general and nation-specific contexts (McDonald, Reference McDonald2006, Reference McDonald, Jones, Staughan and Chan2009, Reference McDonald2013; McDonald & Moyle, Reference McDonald and Moyle2010). The theory has influenced both fertility scholars and the understanding of work–family policies around the world (e.g., Gornick & Meyers, Reference Gornick and Meyers2003) and has resulted in over 700 citations at the writing of this chapter.
The Australian government was a major driver of work–family research in that nation, as indicated by government funding for time use surveys and its inclusion of relevant items in the 1995 AWIRS. Those efforts culminated in a major empirical resource produced in Australia: the Household, Income and Labour Dynamics in Australia (HILDA) survey (Wooden, Freidin, & Watson, Reference Wooden, Freidin and Watson2002). First administered in 2001, the HILDA is an annual, nationally representative, panel survey of households designed to capture income dynamics, labor market dynamics, and family dynamics, making it relevant to the study of work–family issues.
Due in part to the leadership of Mark Wooden at the University of Melbourne, the HILDA data were explicitly designed to promote research on the work–family interface. The data provide longitudinal evidence on perceived work–life balance (Craig & Sawrikar, Reference Craig and Sawrikar2008), as well as validated measures of happiness, job and life satisfaction, physical and mental health, and disabilities (Siahpush, Spittal, & Singh, Reference Siahpush, Spittal and Singh2008). It is one of the few large, panel surveys to include dynamic information on usual and preferred work hours (Drago, Wooden, & Black, Reference Drago, Wooden and Black2009a), and these have been utilized to understand work–family conflict (Reynolds & Aletraris, Reference Reynolds and Aletraris2007) and how usual and preferred work hours are altered by changing family circumstances (Drago, Wooden, & Black, Reference Drago, Wooden and Black2009b). The data also allow the linking of work–family conflict not only with work and family circumstances, but also with community resources (Skinner & Ichii, Reference Skinner and Ichii2015). Given the close connection between motherhood and part-time employment in Australia, the HILDA has been invaluable in terms of understanding how childcare costs influence mother choices of part-time employment (Rammohan & Whelan, Reference Rammohan and Whelan2007), whether women (Cai, Law & Bathgate, Reference Cai, Law and Bathgate2014) or single mothers (Fok, Jeon & Wilkins, Reference Fok, Jeon and Wilkins2013) become trapped in part-time employment, linkages between happiness and women’s and men’s part-time employment (Booth & Van Ours, Reference Booth and Van Ours2009), and levels of work–family conflict associated with part- or full-time employment for mothers (Hosking & Western, Reference Hosking and Western2008). McDonald’s theory of fertility and work–family policies has been tested in articles on the effects of the baby bonus on fertility intentions (Risse, Reference Risse2010) and on fertility rates (Drago et al., Reference Drago, Sawyer, Shreffler, Warren and Wooden2011), and the effects of childcare subsidies on the labor supply (Guest & Parr, Reference Guest and Parr2013). In response to the introduction of paid maternity leave in 2011, the HILDA data were tested for any long-term adverse wage effects on women who use maternity leave (Baker, Reference Baker2011). The survey of work–family research in Australia and New Zealand, covering 2004 through 2007, revealed that only six of sixty-three empirical studies utilized longitudinal data (Bardoel, De Cieri, & Santos, Reference Bardoel, De Cieri and Santos2008); a more recent replication of that survey would probably tilt more heavily towards longitudinal data because of the HILDA survey.
Other contributions include the simultaneous exploration of work–life balance both cross-nationally and cross-culturally (i.e., within nations) in New Zealand (Haar et al., Reference Haar, Russo, Sune and Ollier-Malaterre2014), discussed further below. Theoretically, the possibility of using role balance as a theoretical approach to understand work–life balance was developed in New Zealand (Haar, Reference Haar2013), and the potential utilization of the construct of employee resilience theory to understand HRM and work–life balance originated in Australia (Bardoel et al., Reference Bardoel, Pettit, De Cieri and McMillan2014).
Cross-National Perspective on Work–Family Research in Australia and New Zealand
Work–family research in Australia and New Zealand is heavily influenced by research in the United Kingdom and particularly the United States, perhaps in part because of pressures on researchers in Australia and New Zealand to publish in journals based in the United Kingdom and the United States and the prevalence of research produced in those nations. That linkage shows up both in cross-national and national research.
Research in the late 1990s suggested that, relative to corporations in the United States, Australian corporations were less likely to provide work–family policies, including flexible working time, paid paternity leave, on-site or near-site childcare, nursing rooms, employee assistance programs, or child or elder care resource and referral services, but more likely to offer part-time employment (Russell & Bowman, Reference Russell and Bowman2000). American corporations were even more likely to take a strategic approach to work–life than Australian corporations (ibid., p. 34). More broadly, Drago, Pirretti, and Scutella (Reference Drago, Pirretti and Scutella2007) concluded that governmental financial supports for families were more generous in Australia than in the United States, that work–family corporate policies are more common in the United States, and that Australia exhibits higher rates of part-time work for mothers in tandem with a more unequal division of labor in the home. Craig and Mullan (Reference Craig and Mullan2010) in a study of parenting and paid and unpaid work across Australia, Denmark, France, Italy, and the United States, confirm that the adverse impact of motherhood on the household division of labor is more severe in Australia than in the United States, which they trace in part to high rates of part-time employment among Australian mothers. Of equal importance, they attribute greater equality in Denmark, France, and Italy to the greater availability and use of formal childcare, which reduces demands on fathers and especially mothers.
More directly, some research asks whether behavioral models that fit the United States or the United Kingdom also fit the Australian and New Zealand populations. Using a mixture of scales developed in the United States (e.g., Frone, Russell, & Cooper, 1992) and some developed by the Australian Institute of Family Studies, Smyrnios et al. (Reference Smyrnios, Romano, Tanewski, Karofsky and Yilmaz2003) found behavioral similarities between Australian and American small business owners for a strain-based model of work–family conflict. Using instruments developed in the United States, Bardoel, Drago, Cooper, and Colbeck (Reference Bardoel, Drago, Cooper and Colbeck2009) found that academics engaged in behaviors to avoid biases against caregiving, such as minimizing or hiding family commitments; in both nations, women were more likely to engage in the behavior, with the Australian women slightly more likely to do so, which they attribute to cultural differences. In a relatively large study, Lapierre et al. (Reference Lapierre, Spector, Allen, Poelmans, Cooper, O’Driscoll, Sanchez, Brough and Kinnunen2008) used instruments developed in the United States to measure time-, strain-, and behavior-based family interference with work and work interference with family, family-supportive organization perceptions, as well as job, family, and life satisfaction, with samples of managers in Australia, Canada, Finland, New Zealand, and the United States. They found relatively standard results (e.g., family-supportive organization perceptions reduced all forms of interference), and with no significant differences across the five samples, suggesting similar circumstances engender similar responses, albeit this study only includes nations typically classified as individualistic.
Other studies address cultural divergence across individualistic and collectivist cultures. Billing et al. (2013) studied levels of work–family conflict for a sample of managers in Australia, Japan, South Korea, and the United States, positing that individuals in the United States tend to be vertical individualists, striving to succeed to demonstrate their superiority, while those in Australia tend to be horizontal individualists, who perceive that they are not superior to others, with the remaining countries tending towards collectivism. They found that vertical individualism is related to work–family conflict in all four nations, while horizontal individualism is not, suggesting an important cultural difference between Australia and the United States. Relatedly, Haar et al. (Reference Haar, Russo, Sune and Ollier-Malaterre2014) found the relationship between work–life balance and job and life satisfaction was positive for Chinese, French, Italian, New Zealand European, New Zealand Māori, and Spanish samples, but was moderated by levels of individualism/collectivism and gender egalitarian attitudes. Most broadly, Spector and colleagues (Reference Spector, Cooper, Poelmans and Allen2004, Reference Spector, Allen, Poelmans, Lapierre, Cooper, O’Driscoll and Widerszal-Bazyl2007) treated Australia, Canada, England, New Zealand, and the United States as a single country group, compared to China and Latin American nations (with the latter treated as a single group), and found work hours most strongly related to perceived work–family stressors in the Anglo (individualistic) nations. In their 2007 work, Spector et al. found that working hours were related to work–family conflict. However, they found moderating effects, such that this relationship was exacerbated for Anglo countries (including the United States, the United Kingdom, Australia, and New Zealand) compared to Asian countries. The inference is that, in Asian countries, employees who work more hours have less work–family conflict because there is a cultural norm (around collectivism) where working hard is a benefit for the family unit, and thus less likely to lead to conflict.
A notable effort to simultaneously promote cross-national research and practice while recognizing cultural differences is found in Bardoel and De Cieri’s (Reference Bardoel and De Cieri2014) effort to develop a framework for cross-nationally applicable work–life instruments. Cast at the level of the corporation, the framework calls for standardized measures of the effects of work–life initiatives on both financial and social or moral outcomes, with other measures capturing the extent to which those initiatives respond to local culture and patterns of diversity.
In terms of measures used per se, these are typically drawn from studies conducted in the United States (e.g., Carlson, Kacmar & Williams, Reference Carlson, Kacmar and Williams2000; Carlson et al., Reference Carlson, Kacmar, Wayne and Grzywacz2006). The HILDA data include the SF-36 instrument to measure mental and physical health (Ware, Snow, Kosinski, & Gandek, Reference Ware, Snow, Kosinski and Gandek2000) and the Kessler-10 measure of psychological distress (Kessler et al., Reference Kessler, Andrews, Colpe, Hiripi, Mroczek, Normand, Walters and Zaslavsky2002), and both were developed in the United States. Further, several Australian studies apply US-derived models to Australian data under the implicit assumption that results found in one nation will also hold in the other (e.g., Thanacoody, Bartram & Casimir, Reference Thanacoody, Bartram and Casimir2009). Perhaps more common are applications of Unites States-derived models in relatively novel ways, such as time- and strain-based interference from or to work and family affecting work–family balance, but with an application to different sectors and types of employees within Australian higher education (Pillay, Kluvers, Abhayawansa & Vranic, Reference Pillay, Kluvers, Abhayawansa and Vranic2013) or the Australian construction industry (Lingard & Francis, Reference Lingard and Francis2004, Reference Lingard and Francis2006, Reference Lingard and Francis2007).
These effects are similar in studies that include New Zealand data (e.g., Haar, Reference Haar2013; Haar et al., Reference Haar, Russo, Sune and Ollier-Malaterre2014). While New Zealand has an indigenous population larger than Australia, with Māori making up approximately 14% of the population and 12% of the workforce (Haar & Brougham, Reference Haar and Brougham2013), studies exploring work–life balance, – which included samples from New Zealand Europeans and separately New Zealand Māori (Haar et al., Reference Haar, Russo, Sune and Ollier-Malaterre2014), used the same constructs – work–family conflict (Carlson et al., Reference Carlson, Kacmar and Williams2000) and work–family enrichment (Carlson et al., Reference Carlson, Kacmar, Wayne and Grzywacz2006) – that were previously used on American samples. Haar and colleagues’ (Reference Haar, Russo, Sune and Ollier-Malaterre2014) study also included a measure of work–life balance established in New Zealand (Haar, Reference Haar2013) that had not been tested on an indigenous population before. Haar, Roche, and Taylor’s (Reference Haar, Roche and Taylor2012) study found effects which differed from much of the Western-literature (e.g., family-to-work conflict dimension was more strongly related to turnover intentions than was the work-to-family conflict dimension), highlighting potential issues with these Western constructs in different populations. However, that is somewhat countered by the work–life balance study conducted by Haar et al. (Reference Haar, Russo, Sune and Ollier-Malaterre2014), which found metric measurement invariance across all samples including New Zealand European and New Zealand Māori – including for the constructs of work–family conflict and work–life balance – indicating empirical support for the generalizability of these constructs.
Some research findings are relatively unique to the region. For example, Haar et al. (Reference Haar, Russo, Sune and Ollier-Malaterre2014) found work–life balance was positively related to job satisfaction and life satisfaction, and negatively related to anxiety and depression across the whole sample (seven populations from six countries). However, when these effects were broken down into specific countries, they found that work–life balance accounts for much greater variance for some outcomes (e.g., job satisfaction) in some countries (New Zealand Europeans, Italy, Malaysia, and China) than others (France and New Zealand Māori). In New Zealand, the differences in variance explained were 13% for New Zealand Māori, but 42% for New Zealand Europeans. Thus, it was significant predictor for both groups of employees, but clearly a much more powerful predictor for one group than another. There is a tendency among work–life researchers to make broad assumptions about the influence of constructs such as work–family conflict and work–life balance whereas in reality the effects for individual populations may diverge substantially. When considered in relation to the above findings, there is a strong case to conduct further testing within large population groups and include, for example, indigenous populations (e.g., Pacific Peoples in New Zealand) who are often neglected by researchers.
In light of the passage of the Australian right-to-request flexibility legislation in 2009, researchers asked whether requests for flexibility improved work–life balance. The AWALI data from 2009 to 2014 found that most requests were from women, and especially mothers of young children; most requests were approved and work–life outcomes were significantly improved among those whose requests were approved (Skinner & Pocock, Reference Skinner and Pocock2011, Reference Skinner and Pocock2014). On a different note, self-employment is sometimes considered a route for women, particularly mothers, to achieve work–life balance (Boden Jr., Reference Boden1999), but Australian studies find that many of the self-employed work involuntary long hours (Drago, Wooden, & Black, Reference Drago, Wooden and Black2009a), and that self-employment does not facilitate work–life balance for mothers (Pocock, Skinner, & Williams, Reference Pocock, Skinner and Williams2007). Together, these unique findings regarding the sources of work–life balance, effects of mother self-employment, and effects of right-to-request flexibility legislation suggest further research on the topics elsewhere in the world might be valuable.
Limitations of Existing Research
Perhaps the greatest weakness of work–family research in Australia and New Zealand, is the limited coverage of gender. Given that studies of work–family conflict were largely motivated by the entry of women into the labor force in the last half-century, this lacuna is notable. Bardoel, De Cieri, and Santos (Reference Bardoel, De Cieri and Santos2008) found only eight of eighty-six articles addressing work–life in either Australia or New Zealand (or both) between 2004 and 2007 included gender as a theme, and this was after allowing for multiple themes. Further, they note that gender was often treated as one of many binary control variables.
In addition, there appears to be a significant neglect of ethnic diversity. Apart from a few studies in New Zealand (Haar et al., Reference Haar, Roche and Taylor2012, Reference Haar, Russo, Sune and Ollier-Malaterre2014) that focus on Māori employees, there is little attention given to indigenous populations – especially within Australia. Some cities within the region have large ethnic populations, which have not been explored specifically. For example, Pacific peoples account for 14.6% of the Auckland population, making it the world’s largest Polynesian city (Mudd, Whitfield, & Harper, Reference Mudd, Whitfield and Harper2006). Despite this, no specific work–family research has been explored within this ethnic group. Similarly, the Aborigines of Australia provide potential streams of research to better understand the influences of work–family issues across population groups within the region.
One occupational group seldom researched in the work–family field – not just in Australia and New Zealand, but generally across the world – are blue-collar occupations. We understand little about the work–family issues for this occupational group. One barrier to this may be illiteracy rates. Although New Zealand and Australia both have overall high literacy rates, some pockets have poor levels of literacy. Within New Zealand, Walker et al. (Reference Walker, Udy, Pole, May, Chamberlain and Sturrock1997) state, “[t]he majority of Māori, Pacific Islands people and those from other ethnic minority groups are functioning below the level of competence in literacy required to effectively meet the demands of everyday life” (p. 1). As such, there may be fundamental issues around data collection using survey instruments requiring a solid level of literacy. This provides a challenge for work–family researchers going forward, and these effects appear to be similar within the Australian aborigine population (Australian Curriculum, Assessment and Reporting Authority, 2015). A related factor is that Australia is highly urbanized, with 68% of the population concentrated in major cities (ABS, 2008), and many aborigines live in rural areas for which few studies are available.
Summary and Directions for Future Research
It is somewhat surprising that the strong linkage between concerns with gender equity and developing work–family private sector policies and government legislation, which is explicit in both nations, is only weakly echoed in academic research in the region (Bardoel, De Cieri, & Santos, Reference Bardoel, De Cieri and Santos2008). However, this deficiency may have been remedied in part in recent years, particularly due to the HILDA, AWALI, WGEA, and Diversity Works NZ surveys. Specifically, articles using the HILDA data discussed above explicitly address gender in a solid majority of cases (i.e., Baker, Reference Baker2011; Booth & Van Ours, Reference Booth and Van Ours2009; Cai, Law, & Bathgate, Reference Cai, Law and Bathgate2014; Craig & Sawrikar, Reference Craig and Bittman2008; Drago, Wooden, & Black, Reference Drago, Wooden and Black2009a, Reference Drago, Wooden and Black2009b; Drago et al., Reference Drago, Sawyer, Shreffler, Warren and Wooden2011; Fok, Jeon, & Wilkins, Reference Fok, Jeon and Wilkins2013; Guest & Parr, Reference Guest and Parr2013; Hosking & Western, Reference Hosking and Western2008; Rammohan & Whelan, Reference Rammohan and Whelan2007; Reynolds & Aletraris, Reference Reynolds and Aletraris2007; Risse, Reference Risse2010), as do analyses of the AWALI data (e.g., Skinner & Pocock, 2007, Reference Skinner and Pocock2014). That list bodes well for bringing research into line with the gender equity and diversity concerns driving public discussion and policies in the region.
Existing research could be usefully expanded in many directions. From an Australian and New Zealand public policy perspective, research regarding the relatively recent introduction of paid parental leave could ascertain how these policies have altered women’s labor supply, fertility, and the division of household labor. Similarly, for Australia, while the AWALI data suggest that right-to-request flexibility legislation has had a minimal impact (Skinner & Pocock, Reference Skinner and Pocock2014), a longitudinal analysis using the HILDA data might yield different results in both practice and gender equity.
Research addressing cross-cultural work and family issues would also be valuable. Although some research has explored differences between New Zealand Europeans and Māoris (Haar et al., Reference Haar, Russo, Sune and Ollier-Malaterre2014), little is known about Pacific Islanders in that nation, Aborigines in Australia, or individuals of Asian heritage in both nations. Such research could not only help us to understand how model parameters vary with culture, but also improve the ability of institutions in the two nations to successfully address diversity, including in the workplace.
In general, it is reasonable to conclude that the overall state of work and family research in Australia and New Zealand is healthy. The research has developed substantially in recent decades, and it is likely that the 86 articles on work–life for the 2004–2007 period identified by Bardoel, De Cieri, and Santos (2008) has continued to grow. Further, the disciplinary diversity of scholars in the region suggests that a valuable mix of disciplines and approaches is involved in the research.