Researchers have studied the ways people manage the multiple roles in their lives for decades, particularly the management of work and family (sometimes “nonwork”) roles (e.g., Sieber, Reference Sieber1974). Marks and MacDermid (Reference Marks and MacDermid1996) and Nippert-Eng (Reference Nippert-Eng1996) suggested that people actively organize and maintain their roles in order to successfully juggle role demands and obligations. Nippert-Eng introduced the notion that people have preferences for keeping their work and family domains separated or not, and that they construct and maintain boundaries around their work and family lives in order to ensure that these domains remain segmented from one another or integrated with one another. She also introduced the idea of the segmentation–integration continuum, suggesting that people tend to fall closer to one end or the other as they construct boundaries around work and family.
Ashforth, Kreiner, and Fugate (Reference Ashforth, Kreiner and Fugate2000), in their examination of boundary theory and role transitions, discussed the idea of segmentation–integration of work and family domains. Ashforth et al. argued that the transitions between domains are an indicator of the extent to which domains are segmented or integrated. Boundaries may be physical, temporal, and psychological. Physical boundaries stem in part from having a separate workplace and family dwelling, but physical boundaries also may be erected in other ways, such as putting away one’s work laptop at the end of the workday. Temporal boundaries exist when individuals specify certain times for work and family activities. Psychological boundaries are related to maintaining different types of behaviors and affect in certain domains. For example, a manager may respond to anger-inducing situations differently at home versus at work.
Segmentation exists when the boundary around a given domain is low in flexibility (e.g., individual could and would leave one domain to attend to the other) and permeability (e.g., elements of one domain enter the other) as well as when people are unlikely to transition out of the domain or interrupt a domain activity, in order to attend to the other domain. In keeping with the types of boundaries, people may build segmented boundaries that are physical, temporal, and/or psychological. Further, segmentors may also actively avoid cognitively engaging with their family domain while they are at work and with work while they are on family time. On the other hand, integration exists when the boundary around a given domain is high in flexibility and permeability as well as when people would be highly likely to transition out of the domain or interrupt a domain activity, in order to attend to the other domain. For integrators, physical, temporal, and psychological boundaries are built such that they are easily crossed. Integrators will also cognitively engage with one domain while physically located in the other.
Clark (Reference Clark2000), in her work–family border theory, suggests that the strength of the boundary is affected by individual preference as well as by other factors, such as norms in the organization or family and family members or coworkers (i.e., border keepers). Ashforth et al. (Reference Ashforth, Kreiner and Fugate2000) argue that segmentation and integration each have advantages and disadvantages. For instance, they suggest that transitioning between integrated domains would be much simpler and likely less stressful than for segmented domains. However, people who segment between domains would likely experience less role conflict than people who integrate domains.
This chapter explores the state of the research on segmentation and integration, particularly with an eye to how the construct is examined across the globe. We examine segmentation–integration as individual preferences and behaviors, as well as organizational and societal/cultural influences on the segmentation–integration of work and family. We also examine outcomes of segmentation and integration, including how these relationships may be influenced by cultural or societal factors. Finally, we raise some questions about the state of the literature and offer suggestions for further examination of segmentation–integration from a global work–family interface perspective.
Segmentation–Integration Preferences
Nippert-Eng (Reference Nippert-Eng1996) clearly argued that preference for segmenting versus integrating life domains is an individual difference that varies among people. She developed the idea following an intensive case study of workers in a single organization. In an attempt to capture this via measurement, Kreiner (Reference Kreiner2006) developed a scale to assess segmentation–integration preference that distinguishes preference for segmenting work from nonwork and preference for segmenting nonwork from work. For example, some people may gladly allow family phone calls or texts during work hours, but strongly prefer to keep work matters at work and during work hours. Recently, Methot and LePine (Reference Methot and LePine2016) provided further evidence that there are two distinct dimensions of segmentation–integration preferences. That is, they showed that individuals have separate segmentation–integration preferences for work and home. They refer to these as preference to protect work and preference to protect home. Although they did not examine correlates of such preferences, they did find that people allow fewer non-domain intrusions into the protected domain. Other researchers have reported some similar findings that people establish different boundaries around different domains, often referring to this practice as asymmetric boundaries or differential permeability (e.g., Bulger, Matthews, & Hoffman, Reference Bulger, Matthews and Hoffman2007).
There is growing evidence for the nomological network of segmentation–integration preference as an individual difference variable that can impact work and family outcomes. For instance, Olson-Buchanan and Boswell (Reference Olson-Buchanan and Boswell2006) found that segmentation preference was related to role involvement or centrality. In particular, they found that role involvement was related to the integration of one role into the other. In another study, McNall, Scott, and Nicklin (2015) found that positive affectivity and preference for integration were independently related to higher work-to-family enrichment. Additionally, recent research has also investigated the interaction of segmentation–integration preference and personality traits on outcomes related to work and family. Michel and Clark (Reference Michel and Clark2013) found that preference for segmentation moderated the relationship between several personality traits and work–family conflict and facilitation. Specifically, preference for segmentation strengthened the effect of negative affect on work-to-family conflict, neuroticism on family-to-work conflict, positive affect on work-to-family facilitation, and core self-evaluations on family-to-work facilitation.
Although there is some evidence that segmentation–integration is an individual difference variable, there is also evidence that segmentation–integration preference is influenced by other life factors. Moen and her colleagues (Moen, Kelly, & Huang, Reference Moen, Kelly and Huang2008; Moen, Reference Moen2011) have argued that work–family researchers should use a life-course perspective in understanding the ways people attempt to manage their multiple roles. They argue that roles are dynamic and change over the course of one’s life, resulting in different needs and desires with regard to work and nonwork roles. This suggests that segmentation–integration preference may change within individuals as they advance in their careers or change jobs, as the makeup of their household changes due to relationship changes and/or children, among various other life events.
In an Australian qualitative study, Skinner, Elton, Auer, and Pocock (Reference Skinner, Elton, Auer and Pocock2014) found evidence for some of Moen and colleagues’ arguments. Skinner et al. studied health professionals at various stages in the life course and found differences and some similarities in their perspectives on work and nonwork. Workers at all stages described a need for flexibility from their work, yet the reasons for flexibility were different. For instance, younger workers who were just entering the workforce described the significance of the change in lifestyle that accompanied entering the workforce full-time as impacting their ability to form and maintain important relationships, including romantic relationships, outside of work. Mid-career individuals expressed the most pressures from both work and nonwork as these individuals were the most likely to be advancing toward new positions in their career as well as to be juggling responsibilities that come with having children at home. Finally, older workers described a desire to continue to work as they approached retirement, yet also desired flexibility in the number of hours worked and in the way the hours were scheduled. Although this is a cross-sectional study, it is one attempt to identify potential life course influences on the way the work–family interface is viewed.
Other research suggests that in addition to life-course changes, there may also be generational effects or changes in segmentation-integration preferences. In a recent cross-sectional study, Haeger and Lingham (Reference Haeger and Lingham2014) found a trend toward increasing “fusion” of work and nonwork (an idea similar to integration), particularly for younger workers in the millennial generation. They suggest this trend is a result of increasingly available smart, mobile technologies allowing for access to both domains at any given moment, as well as to the changing needs and desires for segmentation–integration for younger workers.
Little research seems to have investigated segmentation–integration preference either as an individual difference or from a life-course or generational perspective at the cross-national or global level. One exception to this is a study that compared workers from Canada and the United States (Schieman & Young, Reference Schieman and Young2015). Using national databases from both countries, Schieman and Young investigated what influences people to engage in “work–family multitasking,” which they defined as being engaged in tasks related to one domain while physically located in the other. Schieman and Young used a single item to measure work–family multitasking, and found that many factors influence it, including characteristics of the individual (e.g., more educated), the type of job (e.g., owner of the business), working from home, and job demands (e.g., frequent contact with work outside regular hours). In addition, the authors note Canadian and US workers were quite similar in terms of the influences on work–family multitasking. It should be noted that work–family multitasking is very similar to the notion of inter-domain transitions introduced by Matthews and colleagues (Matthews & Barnes-Farrell, Reference Matthews and Barnes-Farrell2010; Matthews, Barnes-Farrell, & Bulger, Reference Matthews, Barnes-Farrell and Bulger2010; Matthews, Winkel, & Wayne, Reference Matthews, Winkel and Wayne2014) in that both are intended to measure the connection between work and family domains. However, inter-domain transitions (Matthews et al., Reference Matthews, Barnes-Farrell and Bulger2010) are intended to measure the frequency with which work and family come into contact both physically and cognitively.
Segmentation–Integration Behaviors, Norms, and Policies
Most researchers agree that although individuals may hold certain preferences for segmentation versus integration and strive to create and maintain boundaries to support that preference, they also must contend with demands from work and nonwork that may not conform to their preferences. As such, a great deal of research has focused on behaviors related to segmentation–integration not only at the level of the individual, but also the influence of organizations and cultural or societal norms.
Kreiner, Hollensbe, and Sheep (Reference Kreiner, Hollensbe and Sheep2009) introduced the notion of boundary work tactics. These are the actions people take to establish boundaries around work and home domains that are more or less flexible to promote more or less integration versus segmentation. In a qualitative study of Episcopal priests, Kreiner and colleagues identified four categories of boundary work tactics: behavioral, temporal, physical, and communicative. Behavioral tactics may include such actions as using other people (i.e., border keepers) to help maintain the boundary or focusing on urgent demands first. Temporal tactics involve taking advantage of time within each domain to the fullest as well as seeking a respite from demands. Physical tactics may include managing the physical boundaries around domains, for example by turning off notifications for a personal email account during work time. Finally, communicative tactics involve setting expectations with members of each domain about how demands will be handled, such as letting coworkers know that work email will not be answered during the weekend.
Kreiner et al. (Reference Kreiner, Hollensbe and Sheep2009) showed that people employ boundary work tactics to establish boundaries to match their individual segmentation–integration preferences, as well as to satisfy influences from the environment (e.g., job) and from other domain members (e.g., family, supervisors). This finding is in line with the propositions put forth by Clark (Reference Clark2000), suggesting that people contend with their own preferences, norms, and the “border keepers” in their domains. Similar findings were obtained by von Borell de Araujo, Tureta, and von Borell de Araujo (Reference Von Borell de Araujo, Tureta and von Borell de Araujo2015), who interviewed sixty-three Brazilian professional working mothers in dual-earner couples to explore segmentation–integration preferences and the boundary management tactics employed by these women. Their results confirmed the four categories of boundary work tactics described by Kreiner et al. (Reference Kreiner, Hollensbe and Sheep2009). However, their work was also suggestive of new directions for research on boundaries and segmentation–integration. One example is the notion of “setting expectations,” which Kreiner et al. identified as a communicative tactic. The interviewees in von Burell de Araujo et al.’s study also discussed setting expectations for segmentation and integration, but noted that sometimes demands changed, resulting in the need for a new tactic: “renegotiating expectations.” This is an interesting finding, particularly in line with the ideas discussed earlier about the dynamic nature of boundaries and changes in the life course.
Santos (Reference Santos2015) interviewed male and female Portuguese academics to understand their work and family segmentation–integration from a life-course perspective. She notes that the work environment for Portuguese academics has changed in that more is demanded of these employees with less offered in return (i.e., fewer tenure-track positions). Santos describes preferences first in terms of whether the respondents described work and family as being complementary domains or whether one domain was subordinate to the other. She notes that only a small number of her respondents described a subordination narrative; most described work and family as complementing the other domain. Santos did not directly study the kinds of boundary work tactics described by Kreiner et al. (Reference Kreiner, Hollensbe and Sheep2009) and von Burell de Araujo et al. (Reference Von Borell de Araujo, Tureta and von Borell de Araujo2015), rather she describes a set of what she calls “micro-narratives” about work and family. A full unpacking of her findings is not appropriate here, but the narratives she describes include crafting boundaries of variable strength around domains that vary according to several variables including individual preference for segmentation versus integration, identity and/or role centrality, gender, relationship status, career stage, and presence of children as well as ages of children. Thus, this study is in line with much of the research described earlier on the multiple influences on segmentation–integration preference and behavior.
Ba’ (Reference Ba’2011) examined segmentation and integration in dual-earner couples in the United Kingdom. His findings suggest that whether they are striving to segment or integrate work and family, the overarching goal for the individuals in his study is to “harmonise” (p. 321) the demands of work and family, thereby reducing conflict and stress. In addition, Ba’ suggests that whether people aim to segment or integrate their work and family domains, one way in which they make sense of their domains is by attaching symbolic meaning to the cognitive and emotional experiences of work and family. For instance, Ba’ asked participants about particularly gratifying activities they did with their children. One respondent described taking children to the theater as being an activity she felt was meaningful because her work was in a creative field. Ba’ argues that this is an example of ascribing symbolism to “creativity” for this mother as she integrates her work and family life.
Despite many calls to investigate the nonwork domain beyond the family (e.g., Casper, Weltman, & Kwesiga, Reference Casper, Weltman and Kwesiga2007; Fisher, Bulger, & Smith, Reference Fisher, Bulger and Smith2009), few studies have taken up the call. One study has looked at the impact of segmentation–integration on friends and friendship (Pedersen & Lewis, Reference Pedersen and Lewis2012). This study was conducted using a Danish sample of employed individuals to try to determine how people managed to maintain friendships outside of work and family. Pedersen and Lewis found that participants managed to maintain friendships by integrating friends with both the work and family domains to some degree. For example, individuals often spend time with friends and family together or with friends and co workers together. Each study described here supports the tenets of early work on boundaries and segmentation–integration in that the process of boundary work is active and dynamic, based on individual needs and desires, and influenced by demands from the domains.
There have been some attempts to develop boundary management profiles related to segmentation–integration based on much of the research identified above. In one of the first studies, Bulger, Matthews, and Hoffman (Reference Bulger, Matthews and Hoffman2007) used cluster analysis to identify patterns of boundary profiles. The main finding in this study was that there is not a simple segmentation–integration continuum. Rather, the clusters identified included one that seemed mainly integration-oriented, two clusters that integrated one domain but protected the other, and one cluster that did not demonstrate high degrees of segmenting or integrating either domain. Based on these findings, the authors suggested that the segmentation–integration continuum was not necessarily simple and straightforward. Although this study is important for being one of the first to examine profiles, it did not directly assess segmentation–integration preferences. Rather, the clusters were identified based on boundary strength (e.g., the flexibility and permeability of the boundary) and behaviors associated with crossing boundaries.
Kossek, Ruderman, Braddy, and Hannum (Reference Kossek, Ruderman, Braddy and Hannum2012) also investigated types of boundary management profiles in a study conducted in the United States. Their profiles were based on a combination of role centrality, perceived boundary control, and frequency of other domain interruptions. Thus, the profiles they developed were based on an individual difference variable, a behavior, and a perception of the ability to control the boundary. Their results suggested six boundary management profiles, ranging from high segmentation (i.e., Dividers) to high integration (i.e., Fusion Lovers) to other profiles that seem to segment and integrate (i.e., Family Guardians). What is not clear is the extent to which these profiles are stable over time, may be influenced by environmental factors, or whether similar studies conducted in other countries would result in the same profiles.
Ammons (Reference Ammons2013) conducted a study of boundary management profiles in an organization before and after a large-scale cultural change aimed in part at work–life balance, changing the focus at work to results-oriented rather than physical presence-oriented. In one way, her findings were similar to Bulger et al. (Reference Bulger, Matthews and Hoffman2007) and Kossek et al. (Reference Kossek, Ruderman, Braddy and Hannum2012); there was a wide variety of strategies employed by participants. An important contribution of her study is the finding that despite the organization-wide effort to change work norms, most employees made only small (often no) changes to the way they managed their work and family boundaries. This lack of change in strategy was reported despite employees also reporting shifts in boundary preference toward somewhat more integration. Ammons suggested that perhaps the respondents in her study were satisfied with their boundary strategies and felt no need to change them despite changes in boundary preference. It may also be that more effort could be made to train people on boundary management strategies that best fit their desired segmentation–integration preference.
Ammons (Reference Ammons2013) also called for researchers to focus on the fit between individual preferences and the types of segmentation–integration practices allowed by organizations. In this call, she echoes earlier work on the fit between preferences and organizational policies or actions. Rothbard, Phillips, and Dumas (Reference Rothbard, Phillips and Dumas2005) conducted one of the first studies on fit between segmentation–integration preference and organizational actions. They found that misfit in either direction was related to negative outcomes. Namely, when presented with organizational programs that promote integration (e.g., onsite childcare), people who had higher preference for segmentation reported lower satisfaction and organizational commitment. The reverse was also true: people with a preference for integration reacted to segmentation-promoting policies with lower satisfaction and organizational commitment.
Kreiner (Reference Kreiner2006) also explored the impact of the resources for segmentation–integration provided by the organization. In particular, he examined the fit or congruence between segmentation–integration preference and segmentation–integration supplies offered by the organization, and how congruence or incongruence was related to various outcomes. In general, his study showed that the impact of congruence was positive: when segmentation preferences and supplies matched, people reported less work–home conflict, less stress, and higher levels of job satisfaction. Incongruence in general was related to negative outcomes, with the exception of having an over-supply of segmenting resources. When resources exceed preferences for segmentation, people reported less work–home conflict. A more recent study in Germany by Koch and Binniewies (Reference Koch and Binniewies2015) found that supervisors model segmentation behaviors for their employees. That is, when supervisors engaged in segmentation tactics, their employees tended to do the same, and those employees who did so had positive outcomes related to well-being.
These findings certainly raise the question of the global work–family interface: do segmentation–integration behaviors look similar or different in different cultures? A few studies have attempted to shed some light on this question. Zhang, Li, and Foley (Reference Zhang, Li and Foley2014) suggest that understanding the context of social expectation and social change in China matters for understanding the work–family interface. First, Chinese employees may be more tolerant of integration and any resulting conflict because they expect long-term gains for their family. The authors introduce the concept of prioritizing work for family, meaning that Chinese employees are highly committed to the success of their families and will, therefore, focus on work over family for the longer-term gain this practice will bring to the family. Ryu (Reference Ryu2014) suggests that in South Korea, Asian cultural norms influence segmentation of the work and family domains. In particular, the author suggests that Korean people are taught to leave family issues at home when they go to work, which may explain why family stressors were not associated with job satisfaction in this study, while job stressors were associated with life satisfaction. However, boundary strength was not directly measured in this study. Rather, these other measures of spillover and crossover were used as proxies for segmentation versus integration.
In another recent study, Bodolica, Spraggon, and Zaidi (Reference Bodolica, Spraggon and Zaidi2015) conducted a case study of one family firm in the United Arab Emirates. They found that the organization began with high integration, which may be expected when the family is running the business. However, over time, the firm made use of segmentation practices, including protecting work and/or family sometimes, but not always. The authors suggest that many factors contribute to successful boundary management strategies, including factors related to organizational culture, the cultural context related to the country/region, and individual/family preferences.
Clearly more research is needed to examine global issues related to segmentation–integration. To date, only one study has directly examined segmentation–integration behaviors and preferences using a cross-national sample. Sanséau and Smith (Reference Sanséau and Smith2012) examined the impact of changes in working time laws in France and in the United Kingdom. In France, the working time was reduced to thirty-five hours from forty hours, while in the United Kingdom working time laws changed to mandate a maximum of forty-eight hours per week (where there was no maximum prior). One result in France was a greater flexibility in the organization of work, but also increased work intensification and decreased work porosity: people worked less, worked more intensely during that time, and did not allow for interruptions. In the United Kingdom, however, long work hours persisted and increased for women. There were some less obvious changes in the flexibility of work hours. In terms of employee well-being, satisfaction with integration of work and nonwork decreased in France and increased in the United Kingdom. The authors suggest that there are many factors at play, including individual preferences as well as societal norms and expectations and slowly changing gender roles in both countries.
Outcomes of Segmentation and Integration
Much of the research on segmentation–integration preferences and behaviors has focused on outcomes related to either the preference or the behavior. These outcomes may be directly or indirectly related to segmentation–integration, and may be themselves attitudinal, behavioral, psychological, and even physiological.
Inter-domain transitions. Matthews and colleagues have demonstrated that the strength of the boundary around a domain is related to the frequency with which people tend to leave that domain to attend to another domain, a process they termed inter-domain transitions (Matthews & Barnes-Farrell, Reference Matthews and Barnes-Farrell2010; Matthews, Barnes-Farrell, & Bulger, Reference Matthews, Barnes-Farrell and Bulger2010; Matthews, Winkel, & Wayne, Reference Matthews, Winkel and Wayne2014). Inter-domain transitions may be seen as an integrating boundary management tactic, particularly because they are related to flexibility of the boundary (Matthews et al., Reference Matthews, Barnes-Farrell and Bulger2010). In addition, inter-domain transitions are related to outcomes such as work–family conflict (Matthews et al., Reference Matthews, Barnes-Farrell and Bulger2010, Reference Matthews, Winkel and Wayne2014). In a study of couples, Carlson, Kacmar, Zivnuska, and Ferguson (Reference Carlson, Kacmar, Zivnuska and Ferguson2014) showed that family-to-work transitions related to increased strain for the individual, and individual strain was related to boundary management for the spouse. This suggests that this integrating tactic has outcomes for the person engaging in transitions and for others in his or her domain. They also showed that more frequent family-to-work transitions were positively related to work–family enhancement, work–family conflict, and to relationship tension.
As noted earlier, Methot and LePine (Reference Methot and LePine2016) conducted three studies and found that the two dimensions of segmentation–integration preference function differently. In particular, they found that people reported or allowed fewer intrusions (i.e., inter-domain transitions) into the protected domain. In their second study, they found that segmentation–integration preference impacted the likelihood of taking a job in a firm where the significant other was employed and the likelihood of establishing a romantic relationship with a coworker. Finally, in their third study, preference to segment their work or nonwork was related to satisfaction with the preferred domain (e.g., preference to segment work from home was related to satisfaction with home).
Spouses, partners, and children. Clark (Reference Clark2000) asserted that certain members of the work and family domains are border keepers who influence the boundary and its outcomes. One recent study investigated a particular form of integration and potential border keepers: work-linked couples. Halbesleben, Zellars, Carlson, Perrewé, and Rotondo (Reference Halbesleben, Zellars, Carlson, Perrewé and Rotondo2010) defined work-linked couples as those who work in the same organization, in the same occupation, or both. Perhaps not surprisingly, they found that spouses who are work-linked integrate domains more than spouses who are not work-linked. Further, they found that being work-linked moderates the relationship between spouse instrumental support and emotional exhaustion, such that the negative relationship between support and exhaustion was stronger for work-linked couples.
The impact of segmentation–integration on family members has also been studied by Danner-Vlaardingerbroek, Kluwer, van Steenbergen, and van der Lippe (Reference Danner-Vlaardingerbroek, Kluwer, van Steenbergen and van der Lippe2013) in a study in the Netherlands. These authors found that residual negatives from work, such as mood, exhaustion, and rumination, were linked with lower-quality interactions with children due to decreased psychological availability by the parents. Interestingly, this was shown to be the case for those who preferred integration, but not for those who preferred segmentation. In addition, positive residuals, namely positive mood and vigor, were linked with greater psychological availability and higher-quality interactions with children for those who preferred segmentation, but not for those who preferred integration. This study provides support for Clark’s (Reference Clark2000) proposition regarding the importance of role of border keepers; in this case, children as border keepers.
Hahn and Dormann (Reference Hahn and Dormann2013) also found evidence for the role of border keepers. First, they found that employees’ and their partners’ segmentation preference was related to psychological detachment, or the act of disengaging both cognitively and physically from work, such that psychological detachment was higher when both the employee and his or her spouse had a preference for segmentation. Also, children in the house moderated the relationship between segmentation preference and detachment, such that even those with a low segmentation preference were more likely to detach when children lived in the home.
Mellner, Aronsson, and Kecklund (Reference Matthews, Winkel and Wayne2014) studied Swedish telecom employees to explore the impact of working flexible hours and in flexible locations on segmentation–integration. Overall, they found that the employees showed a stronger preference for segmentation than integration as well as a perception of having low control over the boundary between work and home. But they also found that men with a preference for segmentation had higher perceived boundary control than anyone else, while women with a preference for segmentation living with a partner and children had the lowest perceived boundary control. Men with a preference for segmentation reported the highest work–life balance. The authors suggest that although most employees say they would prefer segmentation, there is a strong and perhaps increasing norm for integration in many workplaces. Thus, employees in general perceive lower boundary control as they attempt to meet integration demands. They further speculate that segmentation may be a more accepted traditional gender-based norm for men, whereas integration is a gender-based norm for women, and this may explain the gender differences related to preference for segmentation and boundary control.
Mellner et al. (Reference Matthews, Winkel and Wayne2014) suggest that many psychosocial work factors were related to perceived boundary control, including working outside of normal work time and place, goal clarity, and work support. Interestingly, while those who preferred segmentation worked outside of time and place less than those who preferred integration, these psychosocial factors were related to low boundary control only for those who preferred segmentation. This was also true of goal clarity and work support. This study certainly has implications for the many influences on segmentation–integration as well as the influences of segmentation–integration. In fact, their findings underscore some of the earliest tenets suggested by Nippert-Eng (Reference Nippert-Eng1996): 1) boundaries are idiosyncratic and 2) people construct boundaries both proactively and reactively.
The findings reported by Mellner et al. (Reference Matthews, Winkel and Wayne2014) also provide some avenues for future research on these issues. For instance, to what extent do traditional gender norms for work and family impact segmentation–integration preferences, boundary management, and outcomes related to work and family? In addition, because their study was conducted in an organization where people have a great deal of flexibility in working time and place, it would be interesting to extend the study to other types of jobs and organizations in order to further examine the various influences on segmentation–integration and the outcomes of segmentation–integration.
Psychological detachment. Psychological detachment has become an important area of study in the work–family literature because it has been shown to influence outcomes in both the work and family domains (e.g., Sonnentag, Mojza, Binniewies, & Scholl, Reference Sonnentag, Mojza, Binniewies and Scholl2008). Thus, researchers have looked at the impact of segmentation–integration on psychological detachment. For instance, Michel, Bosch, and Rexroth (Reference Michel, Bosch and Rexroth2014) trained a sample of German employees in mindfulness. They found that mindfulness was positively related to psychological detachment and satisfaction with work–life balance and negatively related to strain-based work–family conflict. The authors argue that mindfulness can be used as a strategy to maintain segmentation–integration preferences. Further, although not directly a study on psychological detachment, Dettmers, Vahle-Hinz, Bamberg, Friedrich, and Keller (Reference Dettmers, Vahle-Hinz, Bamberg, Friedrich and Keller2016) found in a sample of German employees that the requirement to be available after work hours, also known as “extended work availability,” was linked with next-morning negative mood and higher cortisol level.
Work and nonwork conflict and enrichment. Certainly the most studied outcomes of segmentation–integration preferences and behaviors are work–family conflict and facilitation. Importantly, many of the most recent studies have looked at both phenomena, resulting in many of the researchers to note that segmentation–integration may be a “double-edged sword.” For instance, Paustian-Underdahl, Halbesleben, Carlson, and Kacmar (Reference Paustian-Underdahl, Halbesleben, Carlson and Kacmar2016) indicated that integration has both positive and negative impacts for employees. Namely, integration was related to increased family involvement and thus family-to-work enrichment, but also negatively impacted supervisors’ perceptions of employee promotability. As noted earlier, Carlson et al. (Reference Carlson, Kacmar, Zivnuska and Ferguson2014) found that family-to-work transitions had both positive and negative outcomes, which suggests that using family-to-work transitions are a “double-edged sword.”
In a study of Chinese bank employees and their spouses, Liao, Yang, Wang, and Kwan (Reference Liang, Yang, Wang and Kwan2016) found that segmentation preferences moderated the relationship between leader–member exchange (LMX) and work–family enrichment, such that the relationship was stronger for those who preferred integration over segmentation. However, segmentation preferences also moderated the relationship between work–family enrichment and family performance, such that the relationship was stronger for those who preferred segmentation over integration. The authors actually use the “double-edged sword” (p. 680) language to describe this, in that there is positive family impact but a negative work impact for preferring integration.
Kubicek and Tement (Reference Kubicek and Tement2016) also found both positive and negative effects of segmentation–integration in an Austrian study. In particular, they found that work–home segmentation, measured as an organizational norm, reduced work–home conflict and was a moderator of the relationship between work intensification and the affective component of work–home enrichment, such that a work–home segmentation norm buffered the negative impact of work intensification on affective work–home enrichment. In addition, the effect of work intensification on time-based work–home conflict was stronger for employees who used integration strategies than for those who used segmentation strategies. Further, the effect of work intensification on work–home enrichment was complex. In terms of enrichment as the transfer of competencies, the effect of work intensification was negative for those who used integration strategies. Yet, in terms of enrichment as the transfer of positive mood, the effect was negative for those who used segmentation strategies.
One recent Chinese study also indicated that segmentation–integration preferences are related to various outcomes in complicated ways. Liu and Cheung (Reference Liu and Cheung2015), in a study of Chinese teachers, showed that work–family role integration partially mediated the relationship between job demands and work–family conflict and the relationship between job resources and work–family enrichment. Here again we see evidence for the dual process, or double-edged sword, in that higher job demands were negatively related to work–family role integration, but higher job resources were positively related to work–family role integration. In addition, work–family role integration was negatively related to work–family conflict and positively related to work–family enrichment. The authors suggest that high job demands result in a perceived incompatibility between work and family, while high job resources stimulate “an integration mindset” (p. 9).
Taken together, the results of these studies on work–family conflict and enrichment underscore the complexity of the work–family interface. In particular, they signify the need to investigate the nature of the possible dual process of experiencing both work–family conflict and enrichment, and how this may be influenced by segmentation–integration preferences and behaviors. It is also clear, based on the notion that there may be cultural influences on segmentation–integration preferences and behaviors, that these studies should take a cross-national and/or global approach. To date, although studies have looked at work–family issues around the globe, none have specifically looked at similarities and differences that may be grounded in or influenced by culture nor have they specified what aspect of culture or which cultural dimensions may be important for understanding segmentation–integration.
Technology, Globalization, and Segmentation–Integration
Changing technologies and telework. Increasingly available smart, mobile technology is having a significant impact on both the work and nonwork domains (Hoffman & Bulger, Reference Hoffman, Bulger and Kleinman2009; Purcell & Rainie, Reference Purcell and Rainie2014). There is an assumption, perhaps warranted, that technology is significantly blurring the boundaries between and around work and nonwork. Hoffman and Bulger argue that although technology certainly affords highly flexible, integrated boundaries, it does not dictate those boundaries. Rather, boundaries may still be actively constructed by individuals. Research indicates that this is the case. For instance, Park, Fritz, and Jex (Reference Park, Fritz and Jex2011) demonstrated that higher segmentation preferences and perceived segmentation norms were related to higher psychological detachment. They further showed that this relationship is partially mediated by technology use at home. Those who had higher segmentation preferences and perceived segmentation norms used less technology at home and were more likely to detach.
Sayah (Reference Sayah2013) studied German independent contractors in the information technology and media sectors. She found information and communication technologies do allow for work and family to impact one another, but that the impact is not automatic. Rather, her respondents reported on various ways in which they manage the use of their information and communication technologies as they engage in boundary work tactics. She found that information and communication technology use can be deliberately designed to establish full segmentation or integration, as well as segmenting one domain and integrating the other. Organizational expectations and norms also influenced whether technology use had a positive or negative (or both) impact on work–family outcomes. In a study in Romania, Köffer, Junglas, Chiperi, and Niehaves (Reference Köffer, Junglas, Chiperi and Niehaves2014) found that people who reported organizational cultures that encouraged use of mobile technologies to do work also reported higher work-to-life conflict, and this relationship was stronger for those who prefer segmentation. Barber and Santuzzi (Reference Barber and Santuzzi2015) recently coined the term telepressure to refer to when individuals feel a need to respond to communications coming in over information and communication technologies. They found that telepressure was influenced by organizational norms for segmentation versus integration. In addition, telepressure was linked with stress outcomes in their study.
Employers are increasingly offering flexible working arrangements to employees, including telework. Some organizations may also implement telework organization-wide, resulting in employees working in telework arrangements involuntarily. LaPierre, van Steenbergen, Peeters, and Kluwer (Reference LaPierre, van Steenbergen, Peeters and Kluwer2016) found that employees working involuntarily in a telework situation had higher strain-based work–family conflict than those teleworking voluntarily. Contrary to the authors’ expectations, using segmentation tactics as a boundary management strategy did not moderate this relationship, but self-efficacy in balancing work and family did attenuate the negative impact of involuntary telework on work–family conflict.
Global organizations and expatriates. There is very little research on how globalization of work impacts segmentation–integration, yet there is a great deal of speculation that global work will require more integration for employees as work crosses both time zones and cultural norms. Richardson, McKenna, Dickie, and Kelliher (Reference Richardson, McKenna, Dickie, Kelliher, Mäkelä and Suutari2015) studied expatriate mining professionals representing fourteen different nationalities. They found that work and nonwork are “inextricably intertwined” for expatriates, mainly because expatriates rely heavily on coworkers and supervisors for support. See Chapter 26 (Dimitrova) in this handbook for further exploration of the work–family interface for expatriates.
Concluding Thoughts
Dumas and Sanchez-Burks (Reference Dumas and Sanchez-Burks2015) review various theoretical perspectives on work and family. They suggest that there are dual pressures on employees to both integrate and segment work and family stemming from a need to navigate the demands from both domains, while maintaining a particular work identity as an ideal worker. Specifically, they conclude that the norm of the “ideal worker” as someone who is work-focused and always ready to contribute to the organization holds a place of primacy. The ideal worker would, thus, segment family out of work, but also integrate work into family. This is echoed by Williams, Berdahl, and Vandello (Reference Williams, Berdahl and Vandello2016) in their review of literature on segmentation–integration and flexible work practices. They suggest that the notion of the ideal worker holds a great deal of sway in organizations and in the minds of individuals, possibly resulting in resistance to efforts to offer resources that would better enable people to manage their work–family boundaries. Williams et al. further suggest that there are also potential culturally and socially bound notions of the importance of being work-focused as a sign of masculinity for men as well as the clash of ideals for women workers who need to be both always available for work (e.g., ideal worker) and always available for family (e.g., ideal mother). Both sets of authors suggest that these norms are old-fashioned and that researchers and employers should rethink and revamp what is needed for work and workers.
Still it seems likely that the norms identified by Williams et al. (Reference Williams, Berdahl and Vandello2016) and Dumas and Sanchez-Burks (Reference Dumas and Sanchez-Burks2015) may inform what the research findings described here suggest. Research has borne out the proposition first made by Nippert-Eng (Reference Nippert-Eng1996) that boundaries are idiosyncratic and actively constructed. Segmentation–integration preferences are at least partially an individual difference variable, but may also be related to the demands from the work and family domains as well as cultural norms. Boundary work behaviors, enacted to establish segmentation or integration, can be useful in meeting domain demands. However, a mismatch between the segmentation–integration preferences or behaviors on the part of an individual and the resources for segmentation–integration offered by the organization can lead to negative outcomes. In addition, there are both positive and negative outcomes associated with segmentation–integration preferences and behaviors. Technology may be integration-affording, but it can also be used to segment domains. Further, family members, coworkers, supervisors and other “border keepers” do impact work and nonwork boundaries and the effects of managing boundaries.
There remain many unanswered questions about segmentation–integration, particularly as related to the global work–family interface. Some of the literature described here asserts that there are cultural differences in norms for segmenting versus integrating work and family, yet there is little empirical evidence for such differences. As such, researchers should undertake carefully designed studies aimed at further understanding the similarities and differences in segmentation–integration norms at the cultural level and how these norms inform both individual and organizational norms and expectations for segmentation–integration. There seems to be at least a possibility that cultural norms have an impact on the practice of segmentation–integration and the outcomes of segmenting versus integrating work and family. For example, there may be differences in segmentation–integration norms based on whether the culture is more individualistic or collectivistic, resulting in systematic cultural differences in segmentation–integration preferences.
Alternately, it may be that cultural norms are related to the types of segmentation–integration behaviors employed to manage work and nonwork demands. Future studies could identify types of segmentation–integration behaviors that are more common in various cultures, and could explore whether cultural norms and values influence psychological, familial, and/or organizational outcomes of those behaviors. In countries where there are strong laws related to work time, family-friendly practices, and the like, what are the expectations for segmentation versus integration? On the other hand, in developing nations, how are segmentation–integration norms developing? Most of the studies cited here were conducted in the United States, Australia, Europe, and developed countries in Asia. Future research should investigate how work and nonwork issues are handled in developing economies in Asia, Africa, and South America.
Pertinent to all of these questions is the ever-changing role of technology. Smart, mobile technology has been available since IBM introduced a device called “Simon” in 1992 that was able to make calls and had features similar to a personal data assistant, such as the ability to send faxes (Reed, Reference Reed2010). The ensuing years saw the introduction of other devices that were mobile and smart, such as the Palm Pilot in 1996 and the Blackberry in 2006. But the explosion in ownership of smart, mobile devices is generally traced to 2007 when both the iPhone and the Android operating systems were introduced (McCarty, Reference McCarty2011; Reed Reference Reed2010). In the decade since then, we have seen a tremendous impact of that technology on both the work and family domain. The applications and capabilities associated with smartphones are improving rapidly, suggesting that there may be continued impact of these technologies on segmentation–integration. Ollier-Malaterre et al. (Reference Ollier-Malaterre, Rothbard and Berg2013) suggest that boundary management now also includes social media, in that individuals and organizations must actively determine what kinds of information is shared on social media.
In addition, cultural norms may impact how smart, mobile technology influences segmentation preferences and practices, particularly as use of the internet and smart technology permeates developing economies. To date, there is little research on this question, but a recent survey by the Pew Research Center (Poushter & Stewart, Reference Poushter and Stewart2016) indicated that smartphone ownership is rising fairly dramatically in developing nations, from a reported 21% (in twenty-one developing nations) in 2013 to 37% in 2015. Further, even in those nations, the majority of respondents reported owning some form of mobile technology even if it was not a smartphone. This study also points to some possible cultural impacts of technology on segmentation–integration of work and nonwork. One example is the gender gap in both internet use and smartphone ownership; in twenty of the nations studied, men were far more likely than women to be internet users and smartphone owners, particularly in some African nations. Whether and how this relates to cultural norms and practices related to work and nonwork issues should be examined in future research.
Given all of these remaining questions, we echo Allen, Cho, and Meier (Reference Allen, Cho and Meier2014) and call for continued research on segmentation–integration. Specifically, we believe that cross-cultural research on segmentation–integration preferences practices is sorely needed. Furthermore, we encourage additional theoretical and conceptual work that goes beyond simple comparisons to develop theory and an empirical research base regarding why culture and which aspects of culture may affect workers’ boundaries, role transitions, and preferences.
The popularity of the term “work–life balance” (WLB) belies its lack of an established definition in the research literature. WLB is both a social construct (i.e., a notion that is “constructed” through social practice and which may or may not represent objective reality) and a discourse. It tends to be either (a) defined as an individual experience or aspiration, with particular focus on time-squeezed white-collar workers, or (b) used as an adjective to describe workplace policies or practices (e.g., flexible work arrangements) or public policies (e.g., parental leave) that purport to enhance these individual experiences (i.e., WLB policies, practices, or supports).
Both these uses of the WLB term tend to underemphasize diverse understandings of the components of work, life, and balance. They also position WLB as a matter of individual choice and responsibility with regard to establishing priorities and organizing schedules. This neglects structural, cultural, and practical constraints on individuals’ agency (Caproni, Reference Caproni2004; Lewis, Gambles, & Rapoport, Reference Lewis, Gambles and Rapoport2007), which impact individuals’ sense of entitlement and capability to achieve some form of “balance” in practice (Hobson, Reference Hobson2014). In this chapter, entitlement is defined not in the negative way in which it is used in the managerialist academic literature to refer to unreasonable expectations (see Chatrakul Na Ayudhya & Smithson, Reference Chatrakul Na Ayudhya and Smithson2016), but rather as a set of beliefs and feelings about what supportive practices it is fair and reasonable to expect from employers (and governments) (Chatrakul Na Ayudhya & Smithson, Reference Chatrakul Na Ayudhya and Smithson2016; Herman & Lewis, Reference Herman and Lewis2012; Lewis & Smithson, Reference Lewis and Smithson2001). These expectations, which are influenced by perceptions of what is normative, feasible, and socially acceptable, are highly context dependent and may influence understandings of “balance” in relation to work and the rest of life.
Although WLB is increasingly used in research in diverse contexts, given that WLB is a social construct that originated in the industrialized West, the relevance of the WLB discourse within broader social and cultural contexts has been questioned (Lewis et al., Reference Lewis, Gambles and Rapoport2007; Rajan-Rankin, Reference Rajan-Rankin2016). It is not clear whether and how the interpretation of WLB and use of WLB practices vary across time and place, within and across countries, nor how this can be assessed in culture-sensitive ways. Thus, the purpose of this chapter is to reflect on the often-contested meanings and understandings of WLB in a range of contexts, drawing on and integrating two streams of literature: work–family interface research and critical management and organizational studies. First, we provide an overview of the term “work–life balance” and its contested definitions in the two literatures. We then theorize understandings of WLB as shaped by intersecting layers of context: global, national (noting diversity within as well as across national contexts), organizational, and temporal. Finally, we address gaps and limitations in extant research, and speak to questions about the future of work–life balance in an increasingly connected and globalized world.
What Is Work–Life Balance?
There is no single understanding or use of the term WLB. Rather, multiple and overlapping WLB discourses within organizations and among academic researchers are dynamic and shift across time and place (Lewis et al., Reference Lewis, Gambles and Rapoport2007; Lewis, Anderson, Lyonette, Payne, & Wood, Reference Lewis, Anderson, Lyonette, Payne and Wood2017a; Lewis, Anderson, Lyonette, Payne, & Wood, Reference Lewis, Anderson, Lyonette, Payne and Wood2017b). Work–family interface scholars tend to define WLB at an individual level. Some explicitly focus on work–family balance. For example, Grzywacz and Carlson (Reference Grzywacz and Carlson2007) discuss the “accomplishment of role-related expectations that are negotiated and shared between an individual and his/her role-related partners in the work and family domains” (p. 458). Other scholars define the “life” domain more broadly (Lewis et al., Reference Lewis, Anderson, Lyonette, Payne and Wood2017a; Lewis et al., Reference Lewis, Anderson, Lyonette, Payne and Wood2017b). For instance, Haar, Russo, Suñe, and Ollier-Malaterre (Reference Haar, Russo, Suñe and Ollier-Malaterre2014) characterize WLB as an individual’s assessment of how well multiple life roles are balanced. Nevertheless, the majority of the work–life literature treats, at least implicitly, the “life” domain as being interchangeable with that of “family,” particularly as represented by caregiving responsibilities for dependent children (Özbilgin, Beauregard, Tatli, & Bell, Reference Özbilgin, Beauregard, Tatli and Bell2011).
The concept of balance is itself problematic. The term was initially understood by researchers as signifying low levels of conflict between work and nonwork demands (see Wayne, Butts, Casper, & Allen, Reference Wayne, Butts, Casper and Allen2016, for a review). However, the word “balance” implies a goal of equal participation in work and nonwork activities and overlooks the diverse ways in which individuals manage occupancy of multiple roles, not all of which involve balance (Clark, Reference Clark2000; Gambles et al., Reference Gambles, Lewis and Rapoport2006; Hobson, Reference Hobson2014). For instance, Rajan-Rankin (Reference Rajan-Rankin2016) argues that the messy reality of family and community life and the blurring of boundaries she found in her research on Indian call centers cannot be accounted for by Western discourses of WLB idealized as tidy, segmented lives. A growing critical literature argues that these definitions imply a false dichotomy, as work (paid and unpaid) is part of life rather than a separate element to be balanced with life (Bloom, Reference Bloom2016; Fleetwood, Reference Fleetwood2007; Gambles et al., Reference Gambles, Lewis and Rapoport2006; Lewis et al., Reference Lewis, Gambles and Rapoport2007).
Given the difficulties in determining the meaning of WLB as an individual experience, the use of the term to describe workplace policies or practices is also highly problematic. Specifically, it is often unclear what such policies are designed to achieve. These WLB policies and practices are also often labelled as “family-friendly.” However, this labelling within the WLB discourse has been criticized for implying gender neutrality when considerable research has established that women remain disproportionately responsible for caregiving in addition to the demands of paid work (Lewis et al., Reference Lewis, Gambles and Rapoport2007; Smithson & Stokoe, Reference Smithson and Stokoe2005). Women are more likely than men to use WLB practices and to have a low sense of entitlement to advance in their careers if they do so (Herman & Lewis, Reference Herman and Lewis2012).
Critics also argue that labeling workplace policies as WLB policies implies an employee-led focus , or favors granted to employees, which can mask the employer benefits of such policies and practices (Fleetwood, Reference Fleetwood2007; Gatrell & Cooper, Reference Gatrell and Cooper2008; Lewis et al., Reference Lewis, Gambles and Rapoport2007; Lewis et al., 2016a; Özbilgin et al., Reference Özbilgin, Beauregard, Tatli and Bell2011; Smithson & Stokoe, Reference Smithson and Stokoe2005). The emphasis on individual choices and outcomes in understandings of WLB has also been criticized for camouflaging the general shift in responsibility for well-being from state to individual effected by neoliberalism, a form of capitalism in which state-provided services (e.g., state-funded childcare centers) are replaced with market-based alternatives (e.g., organizational voucher schemes through which parents are offered some financial support for their choice of privately operated daycare) (Fleetwood, Reference Fleetwood2007). While purporting to empower individual workers, neoliberalism is acknowledged by scholars as increasing the power of business and corporations to determine public policies and setting regulatory frameworks that are advantageous to themselves rather than to workers (Fleetwood, Reference Fleetwood2007; Harvey, Reference Harvey2005).
According to Fleetwood (Reference Fleetwood2007), Western WLB discourses have increased in recent years because they help to legitimize employer-driven flexible working practices that are presented as offering employees greater choice and freedom, but which often manifest themselves in employee-unfriendly ways. For example, research has found that access to available practices can be inconsistent within organizations and fuel employee perceptions of unfairness (Beauregard, Reference Beauregard2014). Additionally, managers and professionals using flexible working practices often experience work intensification in the form of longer hours and greater work effort, professional isolation and fewer networking opportunities, a reputation among peers and superiors for being less committed to the organization, increased work–family conflict, and reduced prospects for career advancement (Allen, Johnson, Kiburz, & Shockley, Reference Allen, Johnson, Kiburz and Shockley2013; Beauregard, Reference Beauregard, Kaiser, Ringlstetter, Pina e Cunha and Eikhof2011; Leslie, Manchester, Park, & Mehng, Reference Leslie, Manchester, Park and Mehng2012; Kelliher & Anderson, Reference Kelliher and Anderson2010). As such, so-called WLB policies can actually obstruct the achievement of individual experiences of work–life “balance” rather than facilitate it.
The reason why many WLB policies may fail to lead to actual experiences of WLB on the part of workers may be because these policies are rarely accompanied by changes to workplace structures, cultures, and practices, which continue to be based on outdated assumptions about ideal workers and the way that work should be carried out (Lewis et al., Reference Lewis, Gambles and Rapoport2007). Specifically, employers continue to view those individuals who value work above all else and have fewer nonwork obligations as the ideal workers (Dumas & Sanchez-Burks, Reference Dumas and Sanchez-Burks2015). Thus, the attainment of WLB has been depicted by critical management scholars as “an eternally unfinished journey of self-discovery” (Bloom, Reference Bloom2016, p. 596), in which individuals’ modern-day identity is structured by the simultaneous desire and inability to achieve equilibrium between work and nonwork roles.
Comparative Research on Work–Life Balance
These definitional problems may be one factor explaining why WLB is one of the least frequently studied concepts in the work–family interface literature (Greenhaus & Allen, Reference Greenhaus, Allen, Quick and Tetrick2011), and why there are fewer cross-cultural studies on work–life balance compared to those on conflict and enrichment (Ollier-Malaterre, Reference Ollier-Malaterre, Allen and Eby2016 Ollier-Malaterre & Foucreault, Reference Ollier-Malaterre and Foucreault2017). There is some evidence suggesting that WLB is valued by employees across many national contexts (Hill, Yang, Hawkins, & Ferris, Reference 731Hill, Yang, Hawkins and Ferris2004; Kossek, Valcour, & Lirio, Reference Kossek, Valcour, Lirio, Cooper and Chen2014). However, the value of WLB may be moderated by national culture – highlighting the need to include cultural dimensions in research using cross-national designs (Haar et al., Reference Haar, Russo, Suñe and Ollier-Malaterre2014).
Some limited comparative research has examined differences in the provision of so-called policies and practices to support WLB (Chandra, Reference Chandra2012). However, WLB is a Western construct and although it is increasingly emerging in a wider range of national contexts in employee and employer discourses as well as in organizational research (e.g., Abubaker & Bagley, Reference Abubaker and Bagley2016; Atsumi, Reference Atsumi2007; Chandra, Reference Chandra2012), the majority of the WLB research literature remains focused on Western contexts and largely neglects the contested and culture-sensitive nature of the WLB concept. There are issues relating to both interpretation of WLB in diverse contexts and also how to take account of intersections between layers of contexts that shape these interpretations. Surveys assessing individual experiences of WLB include items such as, “I manage to balance the demands of my work and personal life/family well” (Haar et al., Reference Haar, Russo, Suñe and Ollier-Malaterre2014). Interpretations of balance and judgments about doing this “well” are highly subjective, and we cannot rule out the possibility that these are related to contextual social expectations, norms, and comparisons that impact personal expectations and sense of entitlement to invest differently in work and family or personal life.
It is important for research to reflect on and take into account the possibilities of diverse interpretations of WLB and the layers of context in which they are rooted. Both quantitative and qualitative research have a role in providing more nuanced accounts of meanings and experiences of WLB. In relation to mostly quantitative research, Ollier-Malaterre and Foucreault (Reference Ollier-Malaterre and Foucreault2017) argue that the inclusion of “more structural and cultural factors (is) a step towards capturing the polycontextuality (Von Glinow, Shapiro, & Brett, 2004) of country-level contexts – that is, the interactions of multiple layers of context” (p. 4). Qualitative researchers argue for more in-depth qualitative case studies to draw out intersections of multiple layers of context in comparative cross-national research (Nilsen, Brannen, & Lewis, Reference Nilsen, Brannen and Lewis2013). Case studies are particularly useful for understanding processes whereby conceptual understandings of constructs such as WLB shift across time as well as place (Lewis et al., Reference Lewis, Anderson, Lyonette, Payne and Wood2017a; Tatli, Vassilopoulou, Al Ariss, & Özbilgin, Reference Tatli, Vassilopoulou, Al Ariss and Özbilgin2012). Below, we discuss some of the intersecting layers of context that can shape diverse understandings of the construct of WLB.
Contexts Shaping the Meanings of Work–Life Balance
Global Context
At the broadest layer of context, it has been argued that understandings of WLB are influenced by the spread of neoliberal values that prioritize profit over personal lives (Fleetwood, Reference Fleetwood2007; Gambles et al., Reference Gambles, Lewis and Rapoport2006). These understandings are also influenced by directives, such as those set by the International Labour Organization (ILO) and European Union (EU), which increasingly use the WLB terminology to replace family-friendly discourses, and by the responses of for-profit organizations, especially multinational companies. This may contribute to or be a consequence of international recognition of the term WLB, but it assumes common understandings of its meanings.
Global processes intersect with national contexts, influencing the ways in which WLB is interpreted and used at different times (Lewis et al., Reference Lewis, Anderson, Lyonette, Payne and Wood2017a). Taking India as an example, a qualitative study by Gambles et al. (Reference Gambles, Lewis and Rapoport2006) noted that the opening of the economy in India in 1991 brought more exposure to global competitiveness and opportunities for economic growth, coupled with increasingly demanding workloads and long working hours for “new economy” workers (Lewis et al., Reference Lewis, Gambles and Rapoport2007, p. 363). The term WLB entered the Indian vocabulary when used by global corporations in their multinational staff surveys (Lewis et al., Reference Lewis, Gambles and Rapoport2007). It resonated with their workers, but was not used by the majority of the Indian population whose work and family struggles were of a different nature; some just strove to earn a livelihood and others were concerned with the societal costs of the developing economy and the impact of Westernized work practices on cultural values (e.g., time spent with one’s extended family and caring for one’s parents in their old age).
More recent research from India highlights the complexity of the WLB discourse in global call centers, where global processes intersect with Indian culture. For example, male IT workers offered the opportunity to work from home abandoned this practice within two weeks, citing the mockery of neighbors and the shame of their wives in having a husband who did not spend his days in an office and was, therefore, assumed to be unemployed (Rajan-Rankin, Reference Rajan-Rankin2016). In contrast, the WLB discourse became familiar much earlier in the United Kingdom. It was introduced in policy discourses in the 1990s and was widely discussed in the media, although this did not guarantee consensus or stability of interpretation (Gambles et al., Reference Gambles, Lewis and Rapoport2006; Lewis et al., Reference Lewis, Anderson, Lyonette, Payne and Wood2017a).
National context
Following calls over many years for more attention to context in the work and family literature (e.g., Lewis, Izraeli, & Hootsman, Reference Lewis, Izraeli and Hootsman1992), increasing attention has been paid to the national layer of context in work–family and work–life research, although exploration of layers of contextual influences and their intersections remains relatively limited (Lewis, Brannen, & Nilsen, Reference Lewis, Brannen and Nilsen2009; Nilsen et al., Reference Nilsen, Brannen and Lewis2013). National contexts are usually compared in terms of structural differences (e.g., public policy support and laws) or cultural factors (e.g., values and norms). The latter are usually examined in terms of dimensions such as individualism–collectivism or gender egalitarianism, based on those identified by Hofstede (Reference Hofstede1980), Trompenaars and Hampden-Turner (Reference Trompenaars and Hampden-Turner1998), and Project GLOBE (House, Javidan, & Dorfman, Reference House, Javidan and Dorfman2001). More rarely, both structural and cultural variables are examined (Ollier-Materre & Foucreault, Reference Ollier-Malaterre and Foucreault2017), which is important as these tend to be related. For example, countries higher in gender egalitarianism are more likely to introduce policies to support working families than those lower in gender egalitarianism (Brandth & Kvande, Reference Brandth, Kvande, Eydal and Rostgaard2015; Haas & Hwang, Reference Haas and Hwang2008).
Cultural differences between and within national contexts can impact interpretations of WLB. For example, individuals in many Asian societies are defined by their relationship to family members, and extended families are strong institutions maintained by obligations such as regular visits, financial support, and caregiving (Joplin, Francesco, Shaffer, & Lau, Reference Joplin, Francesco, Shaffer and Lau2003; Tingvold, Middelthon, Allen, & Hauff, Reference Tingvold, Middelthon, Allen and Hauff2012; Zhan & Montgomery, Reference Zhan and Montgomery2003). In collectivistic cultures such as these, work tends to be viewed as a way of supporting and advancing the family; conflict between these two domains is perceived as an unavoidable byproduct of promoting the family’s financial stability, and is thus experienced by individuals as being less harmful (Lu et al., Reference Lu, Cooper, Kao, Chang, Allen, Lapierre, O’Driscoll, Poelmans, Sanchez and Spector2010; Spector et al., Reference Spector, Allen, Poelmans, Lapierre, Cooper and O’Driscoll2007). Hence the notion of WLB may be less meaningful, except perhaps for workers employed by multinational corporations (Hill et al., Reference 731Hill, Yang, Hawkins and Ferris2004) or in countries such as Japan, where the term is used in government policies aimed at increasing the low birthrate (Atsumi, Reference Atsumi2007; Gambles et al., Reference Gambles, Lewis and Rapoport2006; Lewis et al., Reference Lewis, Gambles and Rapoport2007).
In contrast, studies of managers and professionals in the United States indicate that extended kin ties are relatively weak, and parents’ jobs and children’s activities are prioritized over contact with extended family members (Gerstel, Reference Gerstel2011; Lareau, Reference Lareau2011). In the individualistic cultures present in many Western nations, work is more often viewed as an achievement by and for the individual that is irreconcilable with family responsibilities (Spector et al., Reference Spector, Allen, Poelmans, Lapierre, Cooper and O’Driscoll2007). Thus, although research has shown that individuals across the world express a desire for WLB (Hill et al., Reference 731Hill, Yang, Hawkins and Ferris2004) and WLB has significant implications for individuals’ well-being and work productivity (Lyness & Judiesch, Reference Lyness and Judiesch2014), the experience of WLB differs among cultural contexts according to the way in which work and family are positioned relative to one another. As an example, a cross-cultural study by Haar et al. (Reference Haar, Russo, Suñe and Ollier-Malaterre2014) found that higher levels of WLB were more strongly and positively associated with job and life satisfaction for individuals in individualistic cultures, where engagement in work is more often viewed as being primarily for personal achievement and advancement, compared to those in collectivistic cultures, where the purpose of working is more frequently conceptualized as being for the promotion of the family.
Most of the extant cross-cultural research on the work–life interface can be more accurately termed cross-national; little of it takes into account the diversity of cultures, both geographic and ethnic, that exists within many countries. The experience or meaning of WLB may be different for ethnic minorities whose cultural values related to family are at odds with the mainstream cultural norms surrounding work. This mismatch may produce increased difficulties in combining work and family roles, and thereby in achieving “balance.” For example, ethnic Pakistani and Bangladeshi women in the United Kingdom are expected to undertake considerable household duties and caregiving responsibilities for both immediate and extended family members, while simultaneously fulfilling work demands and career ambitions (Dale, Reference Dale and Houston2005; Kamenou, Reference Kamenou2008; Khoker & Beauregard, Reference Beauregard2014). This tension between collectivistic family values and individualistic work expectations creates a sense of WLB as being unattainable, compared to individuals whose caregiving commitments do not extend beyond the nuclear family unit. Similarly, a comparative qualitative study of work and family in five European states found fundamental social class differences in experiences of and sense of entitlement to policies and practices that support WLB (Nilsen et al., Reference Nilsen, Brannen and Lewis2013).
Organizational Context
Workplaces constitute another important context that intersects with other layers of context, contributing to within- and between-country differences in interpretations of WLB. Most research on WLB focuses on middle-class, relatively privileged, knowledge workers, who are mostly employed in large organizations and struggle to make time for nonwork activities in the face of demanding workloads. Research suggests that knowledge workers in the global economy or in the same multinational company understand and experience WLB in similar ways cross-nationally (Hill et al., Reference 731Hill, Yang, Hawkins and Ferris2004). This raises the possibility that the concept of WLB as a personal experience may be more similar cross-nationally for workers with similar backgrounds or life circumstances than it is across diverse workers within countries.
More research is needed to explore the ways in which WLB is interpreted by diverse groups in a wider range of workplace contexts, including self-employed (Annink, den Dulk, & Steijn, Reference Annink, den Dulk and Steijn2015), working-class, and blue-collar workers (Warren, Reference Warren, Lewis, Anderson, Lyonette, Payne and Wood2017). We especially encourage research on those in precarious low-paid work (e.g., workers on the zero-hours contracts common in the accommodation and food service sectors, retail, and residential care). The assumption underpinning research on workers in high-status jobs is that experiences of WLB relate primarily to having too much work or work that spills over into personal time, creating the need to balance this with other activities. However, in many circumstances it is not just the time squeeze that is the problem, but genuine financial hardship because of too little work and/or inadequate pay (Warren, Reference Warren, Lewis, Anderson, Lyonette, Payne and Wood2017). WLB may take on a very different meaning in such circumstances.
At the organizational layer, discourses of WLB can vary within and between organizations. Managers and workers may understand WLB differently. For instance, Mescher, Benschop, and Doorewaard’s (Reference Mescher, Benschop and Doorewaard2010) analyses of company websites showed that there is often a mismatch between explicit employer statements of support for WLB and more implicit messages framing WLB arrangements as a privilege.
Understandings of WLB as an adjective to describe policies or practices also vary across intersecting national and organizational contexts. For example, Chandra’s (Reference Chandra2012) comparison of Eastern and Western perspectives on WLB found that among multinational firms, American companies focused on flexible working practices, while Indian companies focused on employee assistance programs (EAPs) offering a range of cultural, recreational, health, and educational services (e.g., fitness centers, flower arrangement workshops, and yoga classes). In a more context-specific study of WLB in transnational call centers located in India, Rajan-Rankin (Reference Rajan-Rankin2016) argues that “while the language, discourses and messages of WLB are outsourced along with the work, their meanings and implications for call centre workers can be quite different from the flexible working messages being imparted in the Western outsourcing country” (p. 237). In this setting, WLB discourses and practices served as a symbol of modernity and neoliberalism, but were located in a context characterized by paternalistic leadership styles commonly attributed to collectivistic societies.
Qualitative case studies also demonstrate how different meanings of WLB can exist within workplaces in otherwise very similar contexts. For example, Herman and Lewis (Reference Herman and Lewis2012) found that four-day work weeks were offered as a form of WLB support in the French headquarters of two multinational companies in the same sector, but in one organization WLB was constructed in terms of flexibility for employed mothers while in the other it was understood to be more gender neutral, with both men and women taking up this practice. The difference was explained by the fact that one company was unionized and had negotiated a collective agreement that included better conditions (including little income reduction) for the four-day week, which encouraged men as well as women to make use of this option. Employment relations thus emerge as a further layer of context in which the meaning of WLB may be rooted.
Temporal Context
Finally, context is not just about place but also time. Management discourses such as equal opportunities, diversity, and WLB are dynamic and change to reflect shifting contexts (Fleetwood, Reference Fleetwood2007; Lewis et al., 2016a; Tatli et al., Reference Tatli, Vassilopoulou, Al Ariss and Özbilgin2012). Thus meanings of WLB can shift over time in response to specific events in specific places (Fleetwood, Reference Fleetwood2007; Gambles et al., Reference Gambles, Lewis and Rapoport2006; Lewis et al., Reference Lewis, Gambles and Rapoport2007, Reference Lewis, Anderson, Lyonette, Payne and Wood2017a). This is illustrated by a recent study of HR professionals’ accounts of WLB practices in the United Kingdom public sector at a time of stringent government cuts in public funding following the 2008 global recession. Evidence emerged of a shift in the understandings and use of the term WLB from an earlier focus on offering “choices” through flexible work arrangements of mutual benefit to employer and employees, toward a reconstruction of WLB as an organizational tool for saving money. New policies such as non-voluntary remote working were therefore branded as WLB polices, masking the cost-saving motivations to support cash-strapped organizations (Lewis et al., Reference Lewis, Anderson, Lyonette, Payne and Wood2017a).
Building on the discursive processes literature that explains how the meanings of management constructs develop (Lombardo, Meier, & Verloo, Reference Lombardo, Meier and Verloo2009, Reference 732Lombardo, Meier and Verloo2010; Tatli et al., Reference Tatli, Vassilopoulou, Al Ariss and Özbilgin2012), Lewis et al. (Reference Lewis, Anderson, Lyonette, Payne and Wood2017a) describe a process whereby the WLB discourse had first become fixed and embedded in organizations in terms of a mutual benefits argument following a high-profile UK government WLB campaign during the 1990s, but in a later context of financial challenges, the meaning of WLB became strategically stretched to include new practices, shrunk to exclude notions of employee choice once constructed as central to WLB policies (Eikhof, Warhurst, & Haunschild, Reference Eikhof, Warhurst and Haunschild2007; Gregory & Milner, Reference Gregory and Milner2009; Smithson & Stokoe, Reference Smithson and Stokoe2005), and bent to incorporate the additional goal of explicit cost-savings. Thus WLB discourses were adapted and reconstructed by specific actors (i.e., HR professionals) in a specific time and place. HR professionals in this study acknowledged some employee resistance to changing practices (e.g., non-voluntary home-based work), but further research is needed to examine whether employees accept or resist new definitions of WLB within specific contexts.
The Future
This chapter has discussed the problematic nature of meanings of WLB. As the language used to describe a particular concept influences the ways in which individuals and organizational actors think about and respond to it (Lewis et al., Reference Lewis, Gambles and Rapoport2007), this is not a trivial issue. The ways in which individual workers understand “balance” in relation to work and personal life in diverse contexts influence whether they see balance as feasible and attainable, the supports that they expect or would like, and the “choices” they can make.
Similarly, understandings of WLB vary within and across organizations. For example, if WLB is conceptualized as a health issue with implications for employee well-being and performance, then it may help to challenge practices that encourage work to spill over into nonwork time. In contrast, if WLB is conceptualized as a luxury and support for WLB as a favor, then WLB-supportive policies and practices will be vulnerable, especially in more difficult economic circumstances.
Evidence suggests that WLB may be regarded as a luxury or favor in contexts where there is a long-hours culture, particularly in professional and managerial work (e.g., Moen, Lam, Ammons, & Kelly, Reference Moen, Lam, Ammons and Kelly2013). Interestingly, WLB is also likely to be regarded as a luxury in smaller businesses with limited resources, which may be struggling to compete for survival, and in developing country contexts and subsistence economies. As most WLB research takes place in large organizations and in industrialized countries, more research is needed to understand whether and how WLB is interpreted in other contexts. Moreover, most research focuses on high-status, middle-class workers. More needs to be known about the meanings and usefulness of the WLB concept to those working in low-paid and insecure work, for whom the main priority is simply earning enough to get by (Warren, Reference Warren, Lewis, Anderson, Lyonette, Payne and Wood2017).
Moreover, the concept of WLB is not static. Evidence that meanings of WLB can change over time within a given context, as discussed in this chapter, suggests, that future scholarship in this vein is likely to be fruitful. To expand our knowledge of how individuals in a particular place and time understand WLB, more research is needed into how these meanings develop, and how they impact individuals’ sense of entitlement to use WLB provisions, such as flexible or reduced working hours (Herman & Lewis, Reference Herman and Lewis2012; Lewis & Smithson, Reference Lewis and Smithson2001), and their capability for accessing WLB supports (Hobson, Fahlén, & Takács, Reference Hobson, Fahlén and Takács2014) to achieve WLB according to their perception of this concept.
Theory-building in this regard would have practical benefits. For instance, HR practitioners could guide the processes of change in meaning of WLB in a more conscious manner, taking account of employee perspectives, and thereby ensure greater and more effective employee take-up of WLB practices. Individuals could examine their understanding of WLB more closely and perhaps challenge employers whose mixed messages regarding WLB contribute to the maintenance of standard ways of working and thereby generate little or no improvement in employee experiences of WLB.
More broadly, the dearth of research investigating the meanings attached to WLB in cultures outside the Western sphere means that it is reasonable to ask how and why these meanings might vary cross-culturally. Looking forward, we might also ask whether cultural differences in the meaning of work and life will gradually attenuate with increasing globalization and industrialization. With distinctions between “work” and “life” domains already perceived as artificial in some cultural contexts (Rajan-Rankin, Reference Rajan-Rankin2016), an important question for both scholarship and practice is whether WLB remains a useful term or whether the WLB discourse that has helped to raise awareness about some paid-work and personal-life issues now constitutes a barrier to thinking more widely about the diversity of experiences and how these might change in the future.
Within the work–family literature, a great deal of research attention has centered on what organizations can and should do to aid employees in their efforts to balance their work and family responsibilities. This focus is driven by the point of view that individual experiences such as work–family conflict are largely determined by employees’ work and/or family situations (e.g., Lewis, Gambles, & Rapoport, Reference Lewis, Gambles and Rapoport2007). Accordingly, considerable knowledge has been amassed with regard to the association between work/family stressors and demands with constructs such as work–family conflict (e.g., Michel, Kotrba, Mitchelson, Clark, & Baltes, Reference Michel, Kotrba, Mitchelson, Clark and Baltes2011). Moreover, solutions for managing work and family often focus on organizational policies, such as flexible work arrangements and dependent care support, and governmental level policy, such as paid leave (e.g., Butts, Casper, & Yang, Reference Butts, Casper and Yang2013; Neal & Hammer, Reference Neal and Hammer2007).
There is also a growing body of research that acknowledges important individual differences associated with work–family experiences. For example, an increasing number of studies involve the examination of decisions individuals make when faced with a specific work–family dilemma or conflict (Greenhaus & Powell, Reference Greenhaus and Powell2003; Poelmans, Reference Poelmans, Kossek and Lambert2005; Powell & Greenhaus, Reference Powell and Greenhaus2006; Shockley & Allen, Reference Shockley and Allen2015). Another body of research has examined dispositional variables (e.g., negative affect, conscientiousness) associated with work–family conflict and with enrichment (e.g., Bruck & Allen, Reference Bruck and Allen2003; Wayne, Musisca, & Fleeson, Reference Wayne, Musisca and Fleeson2004). In concert, the results of these studies suggest that both individual and situational factors contribute to work–family experiences.
Building on individual differences research, we propose that a neglected, but potentially important line of research is needed that examines the extent individuals perceive personal responsibility for their own work–life balance (PRWLB). Similar to the way Greenhaus and Allen (Reference Greenhaus, Allen, Tetrick and Quick2011) define work–family balance as “an overall appraisal of the extent to which individuals’ effectiveness and satisfaction in work and family roles are consistent with their lives values at a point in time” (p. 174), we suggest that PRWLB also encompasses a consideration of priorities across the lifespan. Specifically, we define PRWLB as a self-directed attitude toward work–life balance that recognizes personal choice and priorities. Such a perspective is consistent with the protean career concept, which suggests that the person, not the organization, takes responsibility for his/her career management (Hall, Reference Hall2004). However, PRWLB is not based on pitting responsibility for balance on the organization versus the self, but rather reflects an individual’s belief that s/he can achieve balance through personal efforts. This may even be accomplished through one’s organization, such as by negotiating with a supervisor (e.g., requesting to work from home one day a week). As a preliminary investigation of the construct, we examine whether PRWLB varies across country, gender, and cultural context based on data from multiple countries that differ in terms of work–family-relevant cultural variables; specifically, institutional collectivism and gender egalitarianism. Of note, we also contribute to cross-national work–family research by including countries that have received relatively little attention in the work–family literature (e.g., Morocco, Nigeria).
To place our review and our study in context, we recognize that multiple constructs exist with regard to work–family experiences, including work–family conflict, work–family enrichment, and work–family balance. Moreover, there are variants of constructs that represent negative (e.g., work–family conflict, negative spillover) and positive (e.g., work–family enrichment, positive spillover) interdependencies between work and family. A review of definitions and differences is beyond the scope of this chapter (the interested reader may see Allen, Reference Allen and Kozlowski2012 for a review). PRWLB specifically references balance, but given known relationships between balance, conflict, and enrichment (e.g., Wayne, Butts, Casper, & Allen, Reference Wayne, Butts, Casper and Allen2016), research that pertains to work–family experiences such as conflict and enrichment is relevant and is included as such.
Existing Research on Individual Differences
The role of individual differences in the work–family interface has become of increasing interest within the work–family literature. To date, most of the existing research has focused on work–family conflict. Meta-analytic studies support relationships between personality and both directions of work–family conflict (Allen, Johnson, Saboe, Cho, Dumani, & Evans, Reference Allen, Johnson, Saboe, Cho, Dumani and Evans2012; Michel, Clark, & Jaramillo, Reference Michel, Clark and Jaramillo2011). In general, negative trait-based variables (e.g., negative affect, neuroticism) appear to make individuals more vulnerable to both directions of work–family conflict, while positive trait-based variables (e.g., positive affect, optimism) appear to protect individuals from work–family conflict. Moreover, there is evidence of a stable predisposition, distinct from Big Five personality traits, associated with both negative and positive work–family spillover (Cho, Tay, Allen, & Stark, Reference Cho, Tay, Allen and Stark2013). These studies are an important contribution to the work–family literature in that the effect sizes associated with dispositional variables rival those associated with work and family demands and exceed those associated with work–family practice initiatives, such as flextime (Allen, Johnson, Kiburz, & Shockley, Reference Allen, Johnson, Kiburz and Shockley2013).
In addition to personality, individual beliefs about one’s own capabilities have been investigated as predictors of work–family conflict. Specifically, self-esteem, internal locus of control, and self-efficacy are each negatively associated with both directions of work–family conflict (Wayne, Michel, & Matthews, Reference Wayne, Michel, Matthews, Allen and Eby2016). In addition, Butler, Gasser, and Smart (Reference Butler, Gasser and Smart2004) examined self-efficacy specific to the work–family interface, defined as beliefs about one’s ability to competently manage conflicts between work and family. Sample items included, ‘‘Handling the conflicting demands of work and family is well within my abilities,’’ and, ‘‘My past experiences increase my confidence that I will be able to handle conflicting demands of work and family.’’ They found that work–family self-efficacy was negatively associated with both directions of work–family conflict. Personal preferences and strategies for managing work and family boundaries, such as segmenting versus integrating roles, have also become of interest to work–family researchers with mixed results concerning relationships with work–family conflict (Allen, Cho, & Meier, Reference Allen, French, Dumani and Shockley2015). The focus of PRWLB is likely related to perceived ability and to strategic preferences, but unique in that it centers on personal responsibility and priorities, recognizing that priorities can shift across the life course. Moreover, PRWLB is specific to the work–life interface whereas constructs such as locus of control are part of a set of stable traits that reflect one’s fundamental overall evaluation of the self (Judge, Locke, & Durham, Reference Judge, Locke and Durham1997).
Cultural Values
It has long been recognized that context factors, such as country and culture, influence the work–life interface (Powell, Francesco, & Ling, Reference Powell, Francesco and Ling2009). However, the scope of inquiry has been somewhat limited. To date, most multinational work–family research has focused on differences in work–family conflict (e.g., Allen, French, Dumani, & Shockley, Reference Allen, French, Dumani and Shockley2015). Moreover, from a cultural perspective, much of the focus has been on the examination of collectivism as the explanatory variable (e.g., Spector et al., Reference Spector, Allen, Poelmans, Lapierre, Cooper, O’Driscoll, Sanchez, Abarca, Alexandrova, Beham, Brough, Ferreiro, Fraile, Lu and Lu2007; Yang, Chen, Choi, & Zou, Reference Yang, Chen, Choi and Zou2000). To provide a better understanding of cultural influences, it seems important to recognize other ways by which country and culture relate to the work–family interface. Societal culture can also shape the way individuals view the responsibility of the self with regard to work–family balance.
Beliefs with regard to PRWLB are likely to be influenced by the environment. Some research exists to support this point of view. Lewis and Smithson (Reference Lewis and Smithson2001) found cross-national differences with regard to the extent that European men and women under the age of thirty felt entitled to support from the state (e.g., childcare, parental leave) with regard to management of work and family. Variation corresponded with degree of existing support provided by the state. Specifically, those in Norway and Sweden, where greater supports exist, demonstrated a greater degree of entitlement than did those in Ireland, Portugal, and the United Kingdom, where fewer supports exist. Thus, there is evidence that existing societal norms may play a role in the extent that individuals view the self as responsible for work–family balance.
As an environmental characteristic, cultural values associated with one’s own context may help determine the extent individuals believe they are responsible for work–family balance. We propose that two cultural values have implications for PRWLB: institutional collectivism (IC) and gender egalitarianism (GE). GE refers to the role that societies ascribe to men and women (House & Javidan, Reference House, Javidan, House, Hanges, Javidan, Dorfman and Gupta2004). In more egalitarian societies, gender differences are minimized. Societies that hold more gender egalitarian values shun rigid social norms that dictate gender roles and behaviors based on biological sex (Emrich, Denmark, & Den Hartog, Reference Emrich, Denmark, Den Hartog, House, Hanges, Javidan, Dorfman and Gupta2004). Instead, men and women are viewed as equal in ability. Gender roles tend to be more segregated in lower GE societies while in higher GE societies men and women are more likely to share equally in both work and family responsibilities. It seems likely that the expectation that work and family responsibilities are to be shared by men and women makes the challenge of attaining work–life balance more salient, increasing the likelihood that individuals espouse personal responsibility. In contrast, when gender roles are segregated, the primacy of a single role likely renders the notion of personal responsibility for work–family balance less salient.
IC refers to the degree that institutional practices at the society level encourage and reward collective action. Powell et al. (Reference Powell, Francesco and Ling2009) suggest that members of more collectivistic cultures may express greater concern for the quality of the work–family interface than members of less collectivistic cultures because the greater sense of connectedness leads them to care more about the effect that their participation in the work role has on important others in their life. In contrast, individualists are primarily motivated by their own goals and preferences and balance may be less salient to them. Given the concern that collectivists tend to have with regard to the quality of life of others in their family sphere, they seem more likely than individualists to assume responsibility for work–life balance in an effort to minimize potential negative impact on others. Thus, it seems likely that greater IC (i.e., greater collectivism) will be associated with greater PRWLB.
Gender
Gender is inextricably intertwined with the work–life interface, owing at least in part, to a persistent gendered division of work and family labor (Leslie, Manchester, & Kim, Reference Leslie, Manchester, Kim, Allen and Eby2016; Shockley & Shen, Reference Shockley, Shen, Allen and Eby2016). Although gender differences in work–family variables, such as work–family conflict, would be expected, meta-analytic evidence suggests few differences exist (Shockley, Shen, Denunzio, Arvan, & Knudsen, Reference Shockley, Shen, Denunzio, Arvan and Knudsen2014). Some research has examined gender differences in general feelings of personal control, with mixed results as well, but among a sample of married parents Cassidy and Davies (Reference Cassidy and Davies2003) found women reported lower levels of general personal control than did men. Given differences in the social organization of work and family roles, we explore whether there are mean differences in PRWLB across gender and whether gender interacts with culture in relation to PRWLB.
Method
Participants
Participants were 3,446 employees from eight countries within a multinational organization. The countries were Egypt (n = 373), Hungary (n = 379), Kazakhstan (n = 147), Morocco (n = 233), Nigeria (n = 145), Poland (n = 798), Russia (n = 857), and Turkey (n = 514). A total of 1,244 of the participants were female, 2,034 were male, and 159 did not report their gender. Data were collected via the organization’s annual employee opinion survey.
Measures
Personal Responsibility for Work–Life Balance. PRWLB was assessed with a single item, “My work–life balance is a function of my personal choice and priorities according to the different stages of my life.” Responses were based on a five-point scale (i.e., strongly disagree to strongly agree).
Gender. Gender was coded 1 = male, 2 = female.
Cultural values. Based on “as is” data from Project GLOBE (House et al., Reference House, Javidan, House, Hanges, Javidan, Dorfman and Gupta2004), countries were clustered into different groups. GLOBE country scores have a possible range of 1 to 7, but actual scores tend to range between 2 and 6 and the range tends to vary across dimensions. Low GE was represented by Egypt, Morocco, Turkey, and Nigeria (mean GLOBE score = 2.89). High GE was represented by Kazakhstan, Poland, Russia, and Hungary (mean GLOBE score = 4.00). Low IC was represented by Hungary, Morocco, Turkey, and Nigeria (mean GLOBE score = 3.89). High IC was represented by Kazakhstan, Russia, Egypt, and Poland (mean GLOBE score = 4.46). To examine GE and IC in combination we also created four clusters: low IC-low GE (Morocco, Nigeria, and Turkey); low GE-high IC (Egypt); low IC-high GE (Hungary); high IC-high GE (Kazakhstan, Poland, and Russia). The GLOBE world average score for GE is 3.40 and for IC is 4.24.
Region. The eight countries represented in the data can also be clustered into three regions consistent with the clusters identified in the GLOBE study (Gupta, Hanges, & Dorfman, Reference Gupta, Hanges and Dorfman2002). Egypt, Morocco, and Turkey were grouped into the Arabic cluster. Hungary, Kazakhstan, Poland, and Russia were grouped into the Eastern Europe cluster. Sub-Saharan Africa was represented by Nigeria.
Results
To examine mean differences in PRWLB at the country-level, we conducted a one-way analysis of variance. Results indicated significant mean differences across the eight countries (F = 24.28, p <.001). A Tukey honestly significant difference (HSD) post hoc test was conducted to determine which countries significantly differed from one another. Results are shown in Table 40.1. Hungary had the lowest mean at 3.09 while Russia had the highest mean at 3.79. We next examined mean differences across region clusters and found significant differences (F = 14.68, p <.001). The Arabic cluster (M = 3.38) significantly differed from the Sub-Saharan cluster (M = 3.56) and the Eastern European cluster (M = 3.58).
| Country | Subset 1 | Subset 2 | Subset 3 | Subset 4 |
|---|---|---|---|---|
| Hungary | 3.09 (1.08) | |||
| Egypt | 3.29 (1.02) | 3.29 (1.02) | ||
| Morocco | 3.37 (.97) | 3.37 (.97) | ||
| Turkey | 3.45 (1.07) | 3.45 (1.07) | ||
| Kazakhstan | 3.53 (1.13) | 3.53 (1.13) | ||
| Nigeria | 3.56 (1.03) | 3.56 (1.03) | ||
| Poland | 3.59 (.94) | 3.59 (.94) | ||
| Russia | 3.79 (.87) |
Note: Countries within the same subset do not significantly differ from one another. Standard deviations appear in parentheses.
We next tested for differences in PRWLB as a function of cultural values. We first tested for mean differences in low versus high GE clusters and low versus high IC clusters. Results indicated that participants in the high GE cluster (M = 3.58, SD =.98) reported greater PRWLB than did participants in the low GE cluster (M = 3.40, SD = 1.03) (t = 4.96, p <.001). Results also indicated that participants in the high IC cluster (M = 3.61, SD =.96) reported greater PRWLB than did participants in the low IC cluster (M = 3.34, SD = 1.06) (t = 7.56, p <.001).
We tested for differences across the four clusters that varied in their combination of GE and IC. One-way analysis of variance supported a significant difference in the four clusters (F = 47.96, p <.001). A Tukey HSD post hoc test was conducted to determine which clusters significantly differed from one another. As shown in Table 40.2 each cluster significantly differed from the other. Those in the high IC-high GE cluster reported the greatest PRWLB (M = 3.68) while those in the low IC-high GE cluster reported the lowest PRWLB (M = 3.09).
Table 40.2 PRWLB means by cultural cluster
| Cluster | Subset 1 | Subset 2 | Subset 3 | Subset 4 |
|---|---|---|---|---|
| Low IC-high GE | 3.09 (1.04) | |||
| Low GE-high IC | 3.29 (1.02) | |||
| Low IC-low GE | 3.45 (1.04) | |||
| High IC-high GE | 3.68 (.93) |
Note: Clusters within the same subset do not significantly differ from one another. Standard deviations appear in parentheses.
To further probe the interaction between GE and IC, we conducted a hierarchical regression analysis in which imputed GLOBE values were used to represent GE and IC and the interaction between the two was computed. The interaction was significant (R2 change =.01, F = 40.70, p <.001). The interaction was plotted based on levels of the variables one standard deviation above and below the mean (see Figure 40.1). As shown in Figure 40.1, the relationship between GE and PRWLB is positive when coupled with high IC, but the sign of the relationship switches to negative when coupled with low IC.
Lastly, we examined gender. First, an independent samples t-test was conducted to test whether PRWLB differed by gender. Results indicated women reported greater PRWLB (M = 3.58, SD =.99) than did men (M = 3.49, SD = 1.00) (t = 2.53, p =.01). However, it should be noted that this difference was small in magnitude (Cohen’s d =.09). Next we examined whether gender interacted with IC or GE. Analysis of variance based on the low-high clusters of GE revealed no interaction with gender (F = 2.02, p =.15). Similarly, no interaction between gender and low-high IC clusters was detected (F = 1.05, p =.31). Gender in conjunction with the four-group culture cluster was examined next. A significant interaction emerged (F = 2.72, p =.04) (see Figure 40.2). Results based on t-tests revealed significant differences in the low IC-low GE group (t = −2.79, p =.01) such that women reported greater PRWLB (M = 3.58, SD = 1.00) than did men (M = 3.38, SD = 1.04) (Cohen’s d =.20). Gender differences were not significant within the other three clusters. Finally, we tested for an interaction between gender and regional cluster. The interaction was not significant (F = 2.76, p =.06).
Figure 40.2 Culture combination cluster by gender interaction.
Discussion
The most common approach to addressing the management of work and family has been to focus on environmental conditions, which tends to place the role of the individual as that of passive reactor (Kreiner, Hollensbe, & Sheep, Reference Kreiner, Hollensbe and Sheep2009). We suggest that individuals are active agents who can shape their own work–family experiences. Considering work–life issues from an individual perspective has been likened to “blaming the victim” (Grzywacz & Carlson, Reference Grzywacz and Carlson2007). However, we contend that allowing for agentic capacity in managing the work–family interface is not intended to imply that individuals fully control their work–family situations. As noted by Bandura (Reference Bandura2006), “People do not operate as autonomous agents. Nor is their behavior wholly determined by situational influences. Rather human functioning is a product of a reciprocal interplay of intrapersonal, behavioral, and environmental determinants” (p. 165). We propose inclusion of personal responsibility beliefs as a supplement to existing research that has focused on situational factors widens the lens through which we are able to theorize and find solutions to work–family management.
Our descriptive research helps establish a baseline understanding of PRWLB and how it varies across different groups and contexts. Our findings suggest that there is meaningful variation in the extent that individuals agree with the notion that they are personally responsible for their own work–life balance. Our research shows that this variation is, at least in part, a function of country, region, culture, and gender.
Consistent with our expectations that PRWLB would be higher in high GE versus low GE and in high IC versus low IC cultures, we found that high IC coupled with high GE was associated with the highest level of PRWLB. Individuals are most likely to feel that they are personally responsible for their work–life balance when gender roles are egalitarian and when institutional practices encourage collective action.
In contrast to our expectations, low IC coupled with high GE resulted in the lowest level of PRWLB. This group was represented solely by Hungary, which reported the lowest country mean overall. As such it is difficult to discern if the result is due to unique aspects of Hungary versus the combination of low IC-high GE. To better understand what may be driving this finding, we specifically compared Hungary with Poland, which had one of the highest country scores on PRWLB. Poland and Hungary share many commonalities. Like Poland, Hungary is a Central European post-communist country. Moreover, both became members of the European Union in 2004 and have similar economic conditions (Bakacsi, Sandor, Andras, & Victor, Reference Bakacsi, Sandor, Andras and Viktor2002). In terms of social policy related to work–family, Hungary has 24 weeks of maternity leave paid at 70% while Poland has 16 weeks paid at 100% (Hausmann, Tyson, & Zahidi, Reference Hausmann, Tyson and Zahidi2012). One factor that differentiates the two is their standing in terms of gender equity. Although according to GLOBE both countries are high in GE, the gender equity gap in Hungary is consistently greater than is the gender equity gap in Poland (Hausmann et al., Reference Hausmann, Tyson and Zahidi2012). Furthermore, although the economic participation of men and women is similar across the two countries, disparities in the educational attainment and political empowerment of women versus men are considerably larger in Hungary than in Poland. The net result may be that societal practices in Hungary are more in line with that of lower GE countries, which could help explain the lower PRWLB findings. To test this speculation a wider array of countries that can be classified as high in GE and low in IC is needed (e.g., Colombia, Portugal).
With regard to regional differences, we found that individuals in the Arabic region reported lower PRWLB than did individuals in other regions. The countries in this cluster share a legacy of being under foreign control for many decades. They also are high-power-distance, low-future-orientation countries that ascribe low significance to planning and influencing the future (Kabasakal & Bodur, Reference Kabasakal and Bodur2002). These factors may help explain the lower likelihood of espousing personal responsibility for work and family balance.
Finally, we found that women reported more PRWLB than did men in low IC-low GE contexts. The countries that represented this cluster are all countries where economic, political, educational, and health disparities between men and women are large (e.g., Hausmann et al., Reference Hausmann, Tyson and Zahidi2012). In such societies, work might be thought of as more of a choice for women and outside of the norm. Such conditions may increase the extent that women perceive that they must assume responsibility for balancing work and family demands.
There are several limitations to the current study. One limitation is that a single item, which prevented an assessment of reliability, represented PRWLB. As noted by Dierdorff and Ellington (Reference Dierdorff and Ellington2008), who used a single-item measure of work interference with family, the use of single-item measures is sometimes a trade-off for use of broad-reaching survey data. Given these initial findings regarding the PRWLB construct, we encourage researchers to develop multi-item measures that can be subjected to more rigorous psychometric assessments. Another limitation concerns the extent that our findings with regard to cultural values are generalizable beyond the specific countries included in our analyses. Although the set of countries included in our investigation include those not often found in work–family research and can be considered a strength, the lack of literature on these countries renders our explanations of findings particularly speculative. Moreover, the data come from employees of a single organization and as such there may be greater similarity among these workers than among workers in the general population due to attraction-selection-attrition processes. Additional research with a wider array of cultural and organizational contexts is needed. Finally, we note that the R2 change associated with the IC-GE interaction was small, raising potential concerns with regard to practical importance. The extent that small effects may be of practical import is an issue for further consideration as findings with regard to PRWLB accumulate across different contexts.
The study has implications for the development of culture-sensitive theories of work–family phenomena. The desire to balance work–life may be universal, but the perspective that one takes in terms of personal responsibility meaningfully varies across cultural contexts. Future research is needed that expands the nomological network of the PRWLB construct. For example, research is needed to help determine whether PRWLB relates to less work–family conflict, more work–family enrichment, and/or greater work–family balance. Moreover, research that examines the impact of individual PRWLB on interactions with family members and coworkers would also be beneficial. For example, individuals high on PRWLB may be more likely to initiate negotiations with role partners to help achieve work–life balance. Additional research that examines interactions between PRWLB and other situational factors not included in the current study (e.g., family-supportive work practices, state support such as parental leave) would also lead to a richer understanding of the predictive power of PRWLB in explaining work–family experiences.
Conclusion
Our goal with the current research was to help spur conversation with regard to individual perspectives on responsibility for work–life balance and how it is viewed around the globe. Such a focus examines the abilities of the individual rather than making the individual dependent on the organization or the state for support. The role of the individual should be integrated with the situational approach to work–family management. It cannot be assumed that individuals will directly benefit or change as a result of situational benefits or policies. Ultimately, responsibility for work–life balance is one that is shared by the individual, the organization, and society.