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Ellen Co-President Galinsky you would G Shought Families and Work Institute this 330 Seventh Avenue New York, New York 10001 EG (212) 465.2044 Fax (212) 465.8637 5 fill NEW ISSUES Families and Work Institute MEMORANDUM TO: Friends of the Families and Work Institute FROM: Ellen Galinsky and Dana E. Friedman RE: The National Study of the Changing Workforce DATE: September 9, 1993 We are very excited about our latest research project, The National Study of the Changing Workforce, and we hope that you have seen or heard some of the extensive media coverage the report has received since its release on September 3rd. As a friend of FWI, we wanted to share a pre-publication copy of the Highlights of the study with you, and a sampling of the press coverage. The National Study of the Changing Workforce is a nationally representative study of close to 3400 workers across the country, funded by fifteen sponsors who helped guide its progress. This is a longitudinal study which we plan to repeat every four years. We believe that we have a ground-breaking story to tell about the attitudes and lives of American workers today. We released the study to the media at a press conference in New York on September 1. There has already been enormous public and media attention. The comprehensiveness of the study provided many different angles for journalists. The New York Times and Wall Street Journal both plan to do a series of stories on a range of topics. The page one stories in The Chicago Tribune, The Boston Globe and The Miami Herald concentrated on the ever-present work ethic. The lead Labor Day editorial in The Washington Post focussed on job security and flexibility. The television news coverage has also been extensive: Good Morning America, Sunday's Today Show, CBS Evening News, CBS Up to the Minute, CNN, and ABC's Nightline, covered several issues, including the effects of stress, especially after downsizing. The more than two dozen radio shows were brief, but call-in shows have convinced us that we have struck a resonant chord for today's workers. 330 Seventh Avenue, New York, New York 10001 (212) 465.2044 Fax (212) 465.8637 Families and Work Institute, page 2 Both the Highlights and a more in-depth report we are calling the Sourcebook, will be published in October. However, these reports are just the beginning. Our next step will be to raise funds so that we can prepare additional reports based on the data, such as one on the contingent workforce, including part-time workers, temporaries, and independent contractors. We would also like to write a report on gender differences, on older and younger workers, and on the stress factors for working parents. We are proud to share these findings with you, and hope that you are as enthusiastic about their possibilities as we are. We are eager to hear your reaction to the report, as well as your ideas for subsequent work. Please feel free to let us know if you would like to receive additional information about the study or if you have any questions. EG/DEF Chicago Tribune Final 50c Friday, September 3, 1993 147th Year No 246 c Chicago Tribune 4 Sections M Times change, many job attitudes don't By Mike Dorning spouse. And it includes several chal- ries of questions on contacts with TRIBUNE STAFF WRITER Those findings are among the lenges to popular wisdom. members of "ethnic and cultural results of a broad-ranging poll by For example, according to this groups other than your own." NEW YORK-Another work- the New York-based Families and survey, younger employees are no Nor is the new man more will- place myth may be shattered. Work Institute that posed more more eager than their older peers ing to pick up a broom than his Women do not appear to be than 1,200 questions to Americans to work with people of other eth- father. noticeably more sympathetic as on attitudes toward their jobs, nic and cultural groups. Among dual-income families. bosses than men, according to a families and personal lives. Overall, 52 percent of workers younger men did not significantly national survey of 3,400 workers Based on telephone interviews said they would prefer to work differ from older men in their released Thursday. conducted during 1992, it portrays with "more people like you," own reports of the responsibility But supervisors, male and a nation of workers buffeted by while 34 percent said they would they take for such household female. who actively care for a the recession, stretched for time prefer "more people different from chores as cooking. cleaning, shop- child are considered more suppor- for themselves and struggling to you." The rest expressed no pre- ping or paying bills. tive by their employees. And so balance the demands of work and ference. The question was posed Younger men were more likely are managers with a working family life. in the survey at the end of a se- SEE SURVEY, PAGE e Survey strongly agree that they try to do their jobs well, "no matter what it takes." By contrast, she noted. CONTINUED FROM PAGE 1 only 28 percent strongly agreed to spend time doing home repairs. that they would be willing to But older families generally have work harder in order for their higher incomes, making it easier company to succeed. for them to hire someone to do re- pairs, noted James T. Bond, senior "They're resilient. They're not researcher for the survey. broken by this. They still care about doing a good job," said The study's examination of dif- Ellen Galinksy, co-president of the ferences between male and female Families and Work Institute. management styles was based on nine scales designed to measure Employees are complaining empathy. that their workload has grown too large. Forty-three percent of work- Employees were asked such ers said the demands of their job questions as whether their super- are "excessive." visor is supportive during troubles at work and whether Asked how work life has affect- they felt comfortable discussing ed them at home, 40 percent said personal problems with the super- they had left housework undone visor. because of their job. Among the study's other find- Asked which of 20 considera- ings: tions were "very important" to The effect of the recession has their decision to accept their last permeated the work force much job offer. workers ranked the posi- more deeply than unemployment tion's effect on their personal and numbers suggest. family life second. with 60 percent Forty-two percent of workers citing it as a consideration. "Open said their company had perma- communications" ranked first, nent layoffs during the previous mentioned by 65 percent. Job se- year. and 17 percent felt during curity ranked eighth (54 percent the 1992 interviews that it was cited it) and salary 16th (35 per- likely or very likely they would cent cited it). Bond noted that lose their jobs during the follow- often there are only small ing year. variations in salaries open to any individual worker. Loyalty to employers conse- quently appears to be fading, even Seven percent-or one in 14- while workers view strong job of working Americans said they performance as "an insurance care for an elderly relative, friend card," said Ellen Galinsky, co- or spouse. Within the next five president of the Families and years, 18 percent of all workers Work Institute. expect to take on responsibility Some 57 percent of workers for the care of an elderly person. The Boston Blobe FRIDAY, SEPTEMBER 3, 1993 Worker poll shows family, fringes gain favor By Tom Mashberg 81/2 hours at work and 6 more hours Managers with families of their own. GLOBE STAFF of commuting, chores and children. for instance, are far more patient A similar majority say they have with employees who lose job time in American workers are sacrificing seen a co-worker lose a job in recent because of child-related problems. fatter paychecks and the fast track years, and are deeply nervous about And when it comes to cooking, clean- for more fun on the job and more the economy and their own job secu- ing, shopping and child care, women time with their families, according to rity. in two-income couples are four times a major survey of life in the Ameri- The survey of 3,381 workers na- more likely than men to carry the can workplace. tionwide, by the New York-based load. Three in five employees say they Families and Work Institute, con- But the most profound finding. feel "used up" by the end of the day firms some trends that have been labor specialists and workers say. is GLOBE STAFF CHART - a day that piles up an average of chronicled informally for years. WORK, Page 20 - and home life over be money and po sponsibility The pattern Marks -** 1.. Vane Metirath a 30-year-old data analyst with Hale \ Dorr in Boston. She and she could easily earn more than her $0,000 .1 year as an executive secretary In another office. But the law firm's inage benefits emergen- ? on-ster day care. flexible work hours and a computer terminal in Worker poll family, fringes gaining the home have kept her III place for seven years. "Let" face II. data analysis is pretty dry." -he said. "I used to be a career-first person I wanted to be a flight attendant but I've changed. I seek fulfillment from family. Punctuating the changes in McGrath's life was the survey's find- ing that ST percent of American workers live with at least one family member It percent have roommates and just 9 percent live alone). Ac- cording to the Bureau of Labor Sta- tisties, the number of workers who have with family members is 15 GLOBE STAFT percent higher than it was in a 1990 Denise Coppola, a legal secretary for Hale & Dorr, retrieves her daughter Cristina, 6, from the on-site survey. before recession and down. emergency day care facility that the law firm offers as a fringe benefit for working parents sizing rippled through the American workforce. foreing many children ") in .4 less joyful atmosphere; I've and parents to live together (i) cut put my ambitions aside in favor of costs. my family life. and my husband work, A result. the survey said, is that he's wonderful. but I'm the one who Percent of workers who considered these reasons very important" in deciding D finding time for spouses. children. sweeps the house." take their current job. Satery ranked below other factors. parents or partners is becoming a Open communications priority. Momentum growing Effect on personal/fermily - 60% "It's a profound new path after The survey found that the fam- quality 59% 15 turbulent years in the workplace." ily-first trend is gaining momentum Control over work content 55% among younger men. About one- FRIDAY. said Ellen Galinsky. who directed third of men under 40 said they job security 54% the survey. "For years, people were would consider giving up both pre- Family supportive policies 46% living and breathing their careers. motions and pay increases in favor of Friege 1 43% Now they're saying. I just won't put a better home life twice the num- Control of work achedule aside my family life. I Randi Pleskow of Needham. a ber of men who felt that way five 25% THE BOSTON GLORE 35-year-old mother of three who years ago. trained'as a pediatric surgeon. says "I used to think rd put up with Percent of men and women in femilies who take the greater she took the path of fewer hours de- endless hours forever." said John responsibility for household work spite her original ambitions of be- Costello. an engineer with Polaroid MEN coming well-known. even famous. in Corp. in Waltham who has declined Cooking 81% the field of gastroenterology. offers of better pay from other com- "I guess [ fit the bill exactly." panies. "I once saw myself as a man- Repairs MEN 91% 14% said Pleskow, who now works a flexi- ager. Now I manage my family ble schedule as a researcher at the MEN Costello, 38. says he took the job Cleaning 78% New England Medical Center in at Polaroid for reasons big and Boston. "I turned my whole career MEN small. The office is within biking dis- Shopping 87% around: I could earn twice the mon- Lance of his Belmont home. and the MEN company even installed new show- ers. More importantly. he said. his bosses have children and never SOURCE 1 and 1 seoul when he needs a morning off. G ORI STATE CHAT "I work a half-day last week." he Specialists said the survey's re- he said. "I've had fun, but don't fre said. "It's viewed more positively sults offer other insights into a work like 1 gave up all the traditional n' here. and believe me I've seen it force where the presence of women wards. 1 can get those here." viewed negatively elsewhere. It's not has risen from 40 percent to 48 He also gets to enjoy a bit 0 that I've dropped my career. I'm do- percent in 15 years. Not since the quirkiness. Like the day a co-worker ing well here and the fringe benefits Department of Labor's Quality of raised a French flag in the lunch- are great. But family is first." Employment Survey. conducted in room and declared one of the table. According to the survey. that 1977. they say, has such a broad- a French-only zone. Even the food view is gaining among managers, but based survey been conducted of was French. IS not as universal as workers would workers' lives. "It's the kind of thing that add; like. Forty percent of the working The discoveries included changes extra appeal," he said. parents questioned said they still felt in the work environment. Workers More employee control they were breaking unspoken rules are crediting their employers with Browne said this type of work. of the workplace by taking time off more flexibility and with trying to place approach, which can give em. from the job to care for their chil- make the workplace more open and ployees control over their own hours. dren. comfortable. work teams and even their spots on Open dialogue praised the assembly line. has angered A Asked why they had taken their unions. "I wouldn't say all employers most recent jobs. 65 percent of those "The survey points up the weak- have caught on Lo this," said Whit surveys cited open communications: ened position of unions." he said. Browne, a Wakefield consultant who 60 percent cited the effect on family noting that they now represent only helps businesses with employee life: and 59 percent management 15 percent of the labor force. needs. "But the ones who listen are quality. Only 35 percent of workers "They're ceding almost everything learning that simple things like on- rated salary as very important. to managers." site child care work wonders for mo- "A lot of this stems from the psy- Still. the heart of the survey was rale." chologists that total-quality and its focus on the way employees bal- In day care. at least, companies team-management stuff. said ance work and family concerns. De- seem, to be coming around. The sur- Browne. "If people buy into it then spite the big changes in attitude and vey noted that parents with young. they have huge motivational re- smaller changes in the office place. sters tend (1) miss a week more each wards. They feel like they've practi- 66 percent of employed parents with year due to absenteeism than work- cally signed the products they've young children surveyed said they ers without children. made." still lacked time at home with their As a result. more and more com- It was that kind of environment children. panies are investing in day care. that drew Michael Berry, a Cam- Deirdre Mailing. a dental hygien- Blue Cross and Blue Shield of Mass- bridge father of two. to Thinking ist in Medway and new mother. said achusetts yesterday opened its first Machines Corp., a high-tech firm her key was finding a likable place day-care center. in Quincy. with near his home that tries to keep the and a livable schedule. and not wor- spaces for 20 children. The company man light. Like many workers in rying too much about advancement said it received nearly 70 applica- the survey, Berry said he did not above all else. tions and hopes to expand (.) in give up the urge (1) get ahead. He "I've been told that I could make spaces in the new few weeks. just work his ambition to a new set- more money elsewhere." she said. Sure it a response." said Susan ting "But we have a great group of girls beahy. a spokeswornan for the giant here and we work well together. W. with insurer. our workers will us I took a pay cut very willingly make time for our kids. Who needs NYSE, 2C BUSINESS SECTION AMEX, 5C FRIDAY, NASDAQ, 5C SEPTEMBER 3, 1993 The Miami Herald WHAT AMERICA'S WORKERS SAY These are some of the findings of the Familles and Work Institute study on the attitudes of America's work force: Study says workers Workers feel significant job Responding to why they took Insecurity. Besides the 20 percent their most recent job, 65 percent of who fear losing their jobs, 42 percent workers cited open communications, feel burned out have survived downsizing in their 60 percent the effect on personal or companies and 28 percent have seen family life, 59 percent the nature of cutbacks in managers over the past the work and 59 percent the man- WORKERS, FROM 1C year. agement quality. Only 35 percent of said Burke Stinsory, a At the end of the work day, 42 workers rated salary as a very impor- spokesman for American Telephone & Telegraph percent of employees feel "used up" tant reason for taking the job. Co. and 40 percent feel tired when they SOURCE: Associated Press It shows that when workers are given more free- get up for work in the morning. dom to take care of family concerns. productivity docs not suffer. he said. To the contrary, "employ- ees feel like they are being treated fairly and want to give back at least what they have received," Stinson Study shows 'used up' worker said. The study, based on hourlong interviews with a national sample of 3.381 workers. paints a portrait NEW YORK - (AP) - A five- find out worker feelings so they can of a hard worker who feels burned out from balanc- year study of the American work begin to address their problems. ing work and family life yet cares intensely about force has come up with findings that "We think we can use it to help us performing well on the job. most working people already know identify the needs of our employees, That employee cares more about the quality of too well - many feel burned out by especially in the areas of benefits and the work environment than money or professional the end of the day, they don't have job satisfaction," said Judd Everhart, advancement. enough time with their families, and a spokesman for Xerox Corp., one of Employees want to change the balance between they fear they will be laid off. the sponsors. work and personal life. shifting time and energy to The study released Thursday by The study "validates what we have themselves and their families. the study found. the Families and Work Institute was known in our hearts for a long time," Young workers. especially those with children. commissioned by 15 companies and would rather make sacrifices in their education, foundations that said they needed to PLEASE SEE WORKERS, 3C careers and jobs than in their personal and family lives. S 'vey Says E ployees 25c Sections News/Editorials Teday's Contents: Page A2 Less Willing to Sacrifice ABUDES Comics Metro/Obituaries Sports/Classified Business Style/Television Inside: Weekend Prices May Vary Areas Outside Metropolitan Washington (See Box on A2) page 2 Workers Putting More Emphasis on Personal Lives By Barbara Vobejda hance their personal lives, except when it Washington Post Staff Writer comes to giving up pay. Workers do not perceive differences be- A "different kind of worker" is emerging tween their male and female supervisors, from the strained business climate of recent but bosses with significant child-care re- years, according to a national survey of the sponsibilities are seen as more supportive American work force, which described em- than those without such responsibilities. ployees who are growing less willing to Work problems are more likely to spill make sacrifices for work and who want to over into home life than are personal prob- shift the balance to devote more time and lems to spill over and cause strains at work. energy to their personal lives. The study concludes that companies will- The five-year study released today by the ing to give workers more flexibility and con- New York-based nonprofit Families and trol and otherwise improve the quality of Work Institute found that workers are still loyal, but they are more committed to doing their jobs well than they are to their em- "Workers' commitment is ployers. Employees said they place as much value on the quality of the work environ- more to themselves than ment-support, open communication and flexible scheduling-as they do on salary or to their employers. advancement. The study, timed to coincide with the Perhaps more surprising FRIDAY, SEPTEMBER 3, 1993 Labor Day weekend, linked the changing worker attitudes to downsizing, fears about is the high value that job security and the intense focus on com- petitiveness of the 1980s and '90s. workers place on the More than 40 percent of those surveyed said they had experienced downsizing, near- quality of their own ly 20 percent say they fear they will lose work." their jobs and 42 percent said they often - Families and Work Institute survey feel "used up" by the end of the workday. "Yet out of this turmoil a different kind of the work environment can enhance produc- worker has emerged," the study reported. tivity and loyalty. "Workers' commitment is more to them- "These findings suggest there is an op- selves than to their employers Perhaps portunity for aligning workers' needs with more surprising is the high value that work- workplace goals," the study said. "What ers place on the quality of their own work." helps workers also seems to help the work- Workers are most willing to work hard force be productive." and care about the success of their company Chip U'Ren, associate general manager when they have good relationships with for Salt River Project, an Arizona utility their supervisors, do not have to choose that helped sponsor the study, said the find- between work and personal responsibilities ings "validate what was intuitively known. and feel they have an opportunity to ad- There is a direct impact on employees' vance, said Ellen Galinsky, co-president of effectiveness on the job when you allow the Families and Work Institute, a research them to also manage their personal lives center for workplace issues. more effectively." The survey of about 3,400 randomly se- He said companies can introduce such lected workers across the country was programs without great expense, including discounted child-care programs, flexible sponsored by more than a dozen large com- No. 272 work schedules, job sharing, and dependent panies and foundations, including American care accounts that set aside tax-free dollars Express, AT&T and IBM. Today: Hazy sunshine, hot, humid. Low 74. Wind southwest 8-16 mph. for child care. But encouraging corporate managers to Weather late storm likely. High 94. Saturday: Mostly cloudy, humid, thundershowers. High 85. Yesterday: Temp. range: 75-94. Among other findings: AQI: 95. Details on Page B2. Nearly 90 percent of workers live with focus on these worker demands may be dif- other family members and nearly half are ficult in a constrained economy, said Faith caring for dependents. Employees with chil- A. Wohl, director of human resources ini- 16TH YEAR dren are under more stress and worry that tiatives for the Du Pont Co., another spon- they are not coping as well as their col- sor of the study. At the same time, she ar- leagues without children. gued that companies need to realign their Men are just as likely as women to say approach to keep work problems from in- they would make career trade-offs to en- fringing on employees' personal lives. A22 MONDAY, SEPTEMBER 6, 1993 THE WASHIN The Washington Post AN INDEPENDENT NEWSPAPER Labor Day 1993 A T A TIME when the country's biggest panies whose names are household words. The companies are abruptly laying off longtime Family and Work Institute, a research organiza- employees by the thousands, it's not sur- tion, recently carried out a study of American prising that Americans' thinking about jobs and working people's views of their jobs and their job loyalty is changing. Labor Day this year is options. Of the several thousand people it inter- distinguished by the realization that the present viewed, two out of every five had been through a churning in the job market is not temporary but corporate downsizing, and one of every five now probably will continue. fears being laid off. For most of the past half-century, large corpo- If the big companies can no longer offer old- rations provided much of the middle class with a high degree of security-including a tacit prom- style job security, what can they offer employees ise that the employee who performed well would to obtain the kind of commitment and coopera- stay on the payroll until retirement. In the past tion that high productivity requires? The insti- decade's epidemic of mergers, reorganizations tute's study had a lot to say about that. Employ- ees want a little more time to themselves and and productivity drives, that promise has all but vanished. It's uncertainty rather than actual un- more flexibility to take care of personal concerns. employment that is generating the growing sense Half live in two-income families, and half have of insecurity in this country. dependents-usually children, but increasingly Unemployment is, fortunately, falling. The often elderly parents. The strong implication is great American job-creating machine, stuck in that the successful companies will be the ones neutral for several years, is now back at work. that become most adept at accommodating em- During the past year the labor force has grown ployees' personal responsibilities. by a million people, but the number of jobs That leads to a paradox. To maintain a highly increased by 2 million. The result was that competitive market economy with fast reflexes, unemployment came down by a million, and the capable of shifting labor quickly from one indus- unemployment rate fell from 7.6 percent of the try to another, government is going to have to labor force in August 1992 to 6.7 percent last play a bigger role. It is going to have to provide month. much of the security that the big corporations That's a remarkable achievement and reassur- once did, as people bounce from one employer to ing. So why do consumer surveys continue to another. You can see that shift beginning to show high levels of uneasiness and caution? happen in the Clinton administration's plans for Part of it is that earnings aren't moving much. universal health insurance. Pensions will come There has been some increase in average com- next. pensation during the past year, but most of it has Instead of promising lifetime jobs and benefits, been in fringe benefits-particularly the soaring employers will compete for good people by offer- costs of health insurance. Cash wages and sala- ing congenial working conditions for those who ries haven't quite kept up with inflation, and that need flexibility. For most of the 119.7 million has hurt. Americans who have jobs, this Labor Day comes But the larger cause of this mood is the at a tense and unsettling time-but not an succession of announcements of layoffs by com- unhopeful one. THE WALL STREET JOURNAL. MARKETPLACE FRIDAY, SEPTEMBER 3, 1993 BI WORKPLACE Work-Force Study Finds Loyalty Is Weak, Divisions of Race and Gender Are Deep BY SUE SHELLENBARGER stead. employees under 25 show no where they grew up with people of differ- Staff Reporter of THE WALL. STREET JOURNAL greater preference than older employees ent ethnic and cultural backgrounds. NEW YORK broad new survey of for working with people of other races, "The workplace is the main social arena' American workers depicts a work force ages or ethnic groups. Just over half of for racial and ethnic interaction. the study that has little loyalty to employers and is surveyed workers of all ages said they says. "Perhaps even more than school. it is deeply divided by race and gender. prefer working with people of the same the front line in our nation's efforts" to as- The study. the most comprehensive race. sex. gender and education. similate diverse workers. "and it's unlikely look S0 far at employees' lives. also we will succeed unless employers reflects broader-than-expected con- assume strong leadership. fliet between work and family life. Perceptions in the Workplace The study also reflects wide- It suggests that workers place high Reasons considered "very important" in deciding to take current job spread perceptions of racial and value on flexible scheduling. atten- sexual discrimination in the tion to personal needs and manage- 65% workplace. Asked to rate their ment recognition for work well own chances for advancement done-and that they are willing to Effect on Family/ 60% against those of members of Personal make tradeoffs, including chang- other racial and ethnic groups. ing jobs, to get them. of 59% employees of all kinds agreed The privately funded National 58% that minority workers' chances Study of the Changing Workforce were poorer than those of non- by the Families and Work Institute, 58% minority workers. (White men the first installment of a planned and white women rated minori- quadrennial survey of U.S. work- Control Over 55% Work ties' chances of advancement ers' attitudes about their work and higher than minority workers personal lives, dwarfs similar ef- New 55% did.) Minority men and women forts since a 1977 federally funded 54% and white women also rated Quality of Employment Survey. white men's chances of advance- The institute. a nonprofit New York 53% ment higher than white men did research and consulting concern, themselves. held hour-long telephone inter- 50% Perceptions of discrimination views with a nationally representa- tive sample of 2,958 wage and 50% take a heavy toll on job perfor- mance. the study suggests. More salaried workers on issues ranging 46% from relationships with their boss- than one-fifth of minority work- es to household chores. ers reported that they had been Fringe 43% discriminated Less Loyal to Employers Control of 38% against by their The results paint a picture of Work What Does Success current employ- American workers less loyal to em- 37% Mean to You? ers. Those beliefs ployers than in the past. That isn't correlated with a surprising: 42% of those surveyed Salary/Wege 35% Personal satislaction from doing a good job higher tendency to had been through downsizing. 28% Access to feel "burned out," 33° had seen management cutbacks at Earning the respect or a reduced willing- their companies, and nearly 20% No Other Offers recognition of others 32% ness to take initia- said they fear being fired. Getting ahead or advancing tive on the job and The study was financed by 15 26% in job or career a greater likeli- companies and foundations: Salt Size of River Project, a Phoenix utility: Employer 18°c Making a hood of planning good income to change jobs, Sears, Roebuck & Co.'s Allstate In- Source: Study of the Changing Workforce, Families and Wark institute Feeling my work the study showed. surance unit: American Express is important And despite a Co.; American Telephone & Tele- 20-year flood of graph Co.: Commonwealth Fund; Having control over work women into the DuPont Co.: General Mills Foundation: In- Employees who had greater content and schedule work force. wo- ternational Business Machines Corp.; John- experience living or working men managers son & Johnson: Levi Strauss & Co.; Merck with people of other races, ethnic groups surveyed were more than twice as likely & Co.; Mobil Corp.: Motorola Inc.; the and ages showed a stronger preference as men to rate their career-advancement Rockefeller Foundation; and Xerox Corp. for diversity in the workplace. But few opportunities as "poor" or "fair," with The study challenges the notion that employees have such experience. The 39% choosing those labels, compared with younger workers are better equipped to study shows that even workers under 25 16% of men. In contrast, 84% of men rated cope with a more diverse workplace. In- had little contact in the neighborhoods Please Turn to Page B8, Column 5 Work-Force Study Finds Loyalty Is Weak, Some Divisions Are Deep Continued From Page B1 Employees also assigned great impor- their promotion chances "good" or "excel- tance to benefits they thought would help lent," compared with 60% of women. them achieve a better balance between job Women who said they saw little oppor- and personal life. About one-quarter of tunity for career advancement also tended employees without flexible scheduling or to be less loyal, less committed and less the right to work at home said they would satisfied on the job, the survey showed. change jobs to gain those opportunities; The study explodes some popular stere- 47% of those who lacked the right to otypes about gender roles, however. Most time off to care for sick family members workers surveyed didn't see much differ- said they would take a cut in pay or ence in the way men and women manage, benefits to get it. for instance - though women managers Such nontraditional benefits also conre- were viewed as a little more sympathetic to late with greater feelings of loyalty and family or personal problems. On other commitment to helping the employer suc- criteria, including keeping workers in- ceed, the study shows - though traditional formed, offering recognition and support benefits, such as health insurance, don't and being fair, men and women managers have the same impact. were rated the same. The survey reflects surprisingly broad "Despite myths to the contrary, there is conflict between workers' job and family no difference, as judged by workers, be- responsibilities. Nearly half of those sur- tween men and women supervisors," says veyed have responsibility for caring fbr Chip U'Ren, associate general manager of dependents, whether elderly or disabled Salt River Project, one of the sponsors of relatives or young children. And 87% ne- the study. The finding should help compa- ported having at least some day-to-day nies "find ways to break through the family responsibilities at home, suggest- glass ceiling," he says. ing that work-family policies such as flexible scheduling and dependent-care The survey also disputes the notion that help "shouldn't be viewed as special assis- an emerging generation of 20-something tance for a small group of workers, but as males will help out their employed part- general assistance for virtually all em- ners by doing more chores at home. Men ployees," the study says. under 25 aren't any more likely to help with The results "make you catch your cooking, cleaning, shopping or bill-paying breath," says Faith Wohl, director of has- than their older counterparts, the study man resource initiatives for DuPont, an: shows. The only area in which younger other sponsor of the study. The results sup- men surpassed older men was in doing gest work-family programs should be repairs around the house. broadened and integrated with quality im- Not unexpectedly, surveyed employees provement efforts, she says. "Ultimately, expressed greater commitment to their what makes your company family-friendly jobs than to their employers. While 57% is to be worker-friendly," she says. strongly agreed with the statement, "I When work and family clash, a always try to do my job well, no matter worker's family is more than three times what it takes," only 28% strongly agreed more likely to suffer than his or her job that they were "willing to work harder performance. the study shows. When prob- than I have to help my [employer] suc- lems erupt at work, employees reported ceed." that they were far more likely to give up But employees also said they placed time with their families, leave housework high value on the quality of their work undone or experience bad moods than to environment, suggesting that efforts to refuse overtime or business travel. cut improve communication, reduce work- their output or quarrel with their bosses. family conflict and create a more support- Two-thirds of surveyed employees with ive environment might rekindle flagging children said they lack adequate time with loyalty. Surveyed employees who had them. "Especially for workers with chil- changed jobs in the past five years. for dren, the picture is of individuals in grid- instance, said they rated such workplace lock," says Dana Friedman. co-president characteristics as open communications, of the institute. "People feel strongly about management quality and impact on family doing a good job at work. They also yearn life even higher than pay in choosing an to spend more time with their families but employer. arrive home exhausted." FIRST IN DAILY R COVER STORY Workers want to get a life By Julia Lawlor USA TODAY There's just one problem with working for a living: There's no time left for a life. Dallas lawyer Barry Zis- man, 55, complains of being under constant pressure on the job, which eats up 67 hours of his week. His goal: "To be able to retire before I die." Hairdresser/bartender By Anne Ryan, USA TODAY Brenda Parsons, 35, of Ra- PARSONS: Two jobs keep cine, Wis., logs 65 hours a her busy 65 hours a week. week between her day and her night jobs. Her pay- checks barely cover rent, Part-time utilities and food, and give work on rise, 2B her just one day - Sunday - to rest. "I have no life," she declares. As the Labor Day weekend arrives, the truth is many U.S. workers are stretched to the limit. The National Study of the Changing Workforce, a landmark survey of 3,400 work- ers released today by the Families and Work Institute, finds workers, especially those with children, are in "gridlock." Overburdened by increasing demands at work, the study finds many feel cheated of time for themselves and their families. Though still firmly committed to doing their jobs well, workers also hunger for a work environment that allows them to balance work and family needs. Many are willing to sacrifice money and advancement to gain more control over their jobs and schedules. "Workers want to change the equation," says Ellen Ga- Please see COVER STORY next page 2B FRIDAY, SEPTEMBER 3. 1993 USA TODAY COVER STORY Office toil spoils workers' life time Continued from 1B to people on the East Coast. At the Part-time jobs on the rise end of the day come dinner meet- linsky of Families and Work Insti- ings. Then he often returns to the of- tute, a New York-based private re- One in seven workers in indus- fice, sometimes staying on the phone search organization. "They want to trialized nations is working part until 1 a.m. with clients in Asia. devote more time to their families time, says a new study by the In- For "mental health purposes," and friends and to their own pursuits ternational Labour Organization. Brown tries to take one weekend day and less time to their jobs and ca- Most of those 60 million part-tim- off to be with his wife and two young reers." ers are women and many are children, though some of that time The study, conducted in 1992, is without benefits. he must spend reading professional the first since a 1977 U.S. Labor De- The study shows: journals. The pace, he admits, is get- partment survey to examine the Part-time work grew be- ting to him. Says Brown: "I have one work lives and attitudes of employ- tween 4% and 7% from 1979 to or two more years I can do this." ees in companies of all sizes, from 1990 in the industrialized world, When Lynn Bignell and her part- corner drugstores to the Fortune 500. except Greece, Portugal and Swe- ner started their New York execu- Results cannot be compared with den. In the European Common tive search firm 21 years ago, a cli- the 1977 study because different Market, part-time work jumped ent demanding a résumé from them types of workers were surveyed. But By Garry McElwee 28% between 1983 and 1988, com- had to wait for the mail. With the fax the '92 survey points to a different ZISMAN: This lawyer's goal is to be pared with a 2.4% increase in full- machine, they want it now. "It has kind of worker emerging from the able to retire before 1 die. time employment created such pressure," Bignell says. turmoll of the last decade, when so The most rapid growth in "They'll say, 'Just fax me what you many employers struggled to stay pire to the boss' position, up from part-timers was in the Nether- have. I don't need it to look good. competitive by restructuring and cut- 63% in 1985. lands, at 33% of all employees, up That doesn't work for me." ting jobs. The new worker is less loy- The greatest drop was seen among from 16% in 1979. An experience Bignell had recent- al to an employer, the study shows, younger workers: Only 26% of 18- to About two-thirds of all part- ly trying to carve out more free time and more focused on doing the job 29-year-olds aspired to the boss' job, time workers are women, ranging for herself illustrates just how hard well to avoid being fired or laid off. down from 41% in 1985. Roper also from 90% in Belgium and Germa- that is. Among the findings: found a decline in personal fulfill- ny to 65% in the U.S. Bignell decided she deserved a 42% of all employees work for a ment on the job. The greatest drop - Julia Lawlor Friday off this summer. So one company that had reduced its staff occurred among executives, profes- Thursday night, she swept a messy the previous year, among those in sionals and those under 30. pile of papers off her desk into two firms with 500 or more workers, it Many workers would love to cut spend more than 49 hours a week on shopping bags and carted them off to was 53%. back. But with jobs scarce, they're the job, up from 20% in 1980. her country house in Connecticut 80% said their jobs require them afraid to even ask. In her 1991 book, The Over- She spent Friday morning sorting to work very hard; 65% said they "The trend in the workplace is worked American, Harvard econo- papers on her dining room table, must work very fast; 42% felt "used moving in the other direction," says mist Juliet Schor estimates the aver- much of Friday afternoon on her ter- up" by the end of the workday. One- Faith Wohl, head of DuPont's work age U.S. worker puts in 164 more race talking business on the portable third felt they did not have a "sup- and family initiatives. "Managers hours of paid labor a year than he or phone and Sunday night in the car portive" work culture. The average ask me, 'What's a part-time schedule she did 20 years ago - an extra sorting more papers as her husband workweek for full-time employees: when I need people to work 60 hours month of work. drove back to the city. 44.3 hours; 26% worked more than a week?' The workplace is becoming The leisure squeeze hits high- and "Aren't these the years I'm sup- 50 hours, 10% more than 60. harsher, and there are higher expec- low-wage workers alike, from secre- posed to be sitting back and delegat- 87% live with family members, tations in terms of hours you put in taries and laborers to lawyers, doc- ing?" she asks. including parents, spouses, unmar- and how hard you work." tors and accountants. Delegation is one answer. But ried partners or children. Two-thirds In the not-so-distant past, some "I see high performers taking the Schor suggests other approaches, of those with children under age 18 predicted advancing technology jobs of three people," says Peller too. said they don't have enough time to would allow us to switch to a four- Marion, a San Francisco psycholo- For some workers, the solution spend with their children; half said day workweek. Instead, we're work- gist who advises executives. "They will be to gain personal time by de- they don't have enough time to spend ing more than ever to make ends are working like dogs. The only free manding compensatory time off. in- with their spouse. Workers with chil- meet. The number of people work- time they have is in the shower." stead of extra pay, when working dren were less satisfied overall and ing two or more jobs has skyrocket- What gives, Marion says, is their overtime. Employers. she says, felt they were not coping as well as ed: In 1991, 6.2% of the U.S. work- personal lives. "A lot are divorced or should be required to pay part-tim- childless workers. force - more than 7 million people have never been married," she says. ers at the same rate they pay full- Among many workers surveyed. - held at least two jobs, up from "They can't sustain a relationship. timers, SO that more people can af- the desire to ease the time gridlock 4.9% in 1979. And it now takes two They say, 'If this is success, why do I ford to work a reduced schedule. translated into a greater willingness workers in a family to maintain a de- feel like a boiled chicken?' The And workers should be allowed to to give up money and career ad- cent standard of living. trend is only the toughest, most hard- choose whether they want high per- vancement for more free time: 34% Currently. more than 60% of all core people who can juggle a lot of formance rewarded with a pay raise were willing to make "a lot" of sacri- U.S. households depend on two in- ambiguity are going to be in these or with more time off. fices to devote more time to their comes, compared with 46% in 1969. lean, mean organizations." But none of these solutions seem families, such as foregoing raises Then there's overtime. Employers Technology and an expanding workable to Dallas attorney Zisman. and promotions; 60% of workers un- are working people longer hours to global marketplace have added to "I'd like to Llow down," he says. der age 25 with children were willing avoid hiring more staff and paying the workload and piled on stress. "There are a lot of things in life that to do so. A poll of workers released the high cost of health and pension San Francisco attorney Robert interest me. Work is low on the list. last year by the Roper Organization benefits. The average workweek for Brown, 44, loves his job and says he But clients want you when they want found other signs of declining ambi- manufacturing employees is now the doesn't mind his 12- and 14-hour you. If you say I want to work half tion: 70% of those surveyed said highest it's been since 1966, at 41.4 days, although they're taking a toll. time,' suddenly they won't want you. they'd rather keep their job than as- hours. Today, 26% of all workers He's in his office at 7:30 a.m. to talk And they'll get somebody else." The Philadelphia Inquirer Section C now AMEX C2 NYSE C3 -19.00 -0.05 Dividends C8 OTC Philadelphia C7 +0.58 Business Futures C5 PhilE listings C5 Mutual Funds C6 Produce C5 NASDAQ C7 Sales & Farrings C8 NASDAQ Small Cap C5 Treasury Bills C2 N.Y. Bonds C2 U.S. Securities C2 Friday, September 3, 1993 Happy with pay, willing to work, employees want better life A study looked at nearly 3,000 wage and salaried workers. Forty-two percent reported feeling burned out by the day's end. By Murray Dubin place and whether they offer workers the downsizing and 28 percent have seen cut- Other findings of the study include: Fifty-nine percent thought their house INQUIRER STAFF WRITER right benefits. backs in the number of managers in the past Eighty-seven percent of workers live with hold income "adequate" and 20 percent said The American worker is content with the These are some of the findings released year. Many feel burned out - 42 percent family members or partners. "That's higher it was "quite adequate "That's not what I pay and wants to do quality work. yesterday by The National Study of the feel used up by the end of the workday than I thought, said Galinsky. "The assump- heard in the last presidential election." said But, at a time of increasing cutbacks and Changing Workforce, an examination of Yet with all this, workers are extremely tion was never that high. It means that Galinsky. surprised at the responses. She said downsizing. workers feel more loyalty to nearly 3,000 wage and salaried workers con- resilient and take a tremendous amount of personal issues are not the issues of the few. that the perception of adequate income themselves than to their companies and ducted by the Families and Work Institute, pride in their work." but of the many." seemed to have little relation to the actual want better working conditions and an en- based in New York. She added that a positive social climate at Asked "What success means to you?" 52 income of the respondents or to their family hanced lifestyle. "Workers have seen a lot of change and work - one with communication. support percent said that it was personal satisfaction size. All that, says a new national study of work- insecurity." said Ellen Galinsky, institute co- and flexibility - is what workers want, "but from doing a good job and 30 percent said it Male and female supervisors were rated ing men and women. appears to mean that president. is not necessarily high on the agenda of some was earning the respect and recognition of similarly. Employees with supervisors of the corporations need to look again at the work- "Forty-two percent have experienced companies." supervisors and/or peers. See WORKERS on C2 THE PHILADELPHIA IRER Friday, September 3. 1993 Workers seen seeking Why Workers Choose a Job improved lifestyles Percentage of workers considering 3 reason "very important" in deciding to take a job with their current employer. WORKERS from C1 proves that the "work-family field same sex as themselves do not rate is bigger than we thought. What Reason Percent their bosses any differently than resounded loudest for me was the 87 Open communications 65 workers who have supervisors of percent figure on Page 36." Effect on the opposite sex. Referring to the 87 percent who Workers under 25 are no more or personal/family life 60 live with family members or part- less likely than older men and ners, Wohl said, "Benefits, policies Nature of work 59 women to prefer working with a and programs designed 10 help Management quality 59 diverse workforce. "That surprised workers balance their work, per- me," said Galinsky. "It was contrary sonal and family lives should not be Supervisor 58 to my expectation." viewed as special assistance for a Gain new skills 55 Employees with children are un- small group of workers. but as gen- Control over work content 55 der more stress and feel they are eral assistance for virtually all not coping as well as employees workers." Job security 54 without children. "Especially for Another result that surprised her Co-worker quality 53 workers with children. the picture was that three times as many work- Stimulating work 50 is of individuals in gridlock," Ga- ers said that work problems spilled linsky said. "People feel strongly over into family life as the reverse. Job location 50 about doing a good job at work: they "We've worked to keep a lot of Family-supportive policies 46 also yearn to spend more time with problems from home from spilling Fringe benefits 43 their families, but they arrive home over into the workplace. Keep the exhausted." problem out there," she said. Control of work schedule 38 The study, which was conducted "We haven't looked at what prob- Advancement opportunity 37 in 1992, consisted of hour-long tele- lems the work environment are cre- Salary/wage 35 phone interviews with a randomly ating in the home. It might play out selected national sample of work- as drug abuse, teenage alcoholism Access to decision makers 33 ers. and increasing divorce. And then it No other offers 32 Faith Wohl, director of human- gets reflected back in the work- Management opportunity 26 resource initiatives for DuPont Co., place. one of the corporate sponsors of the "I think it demands change about Size of employer 18 five-year-project, said that study how we think about the workplace." SOURCE. Families and Work Institute 1993 The Record SEPTEMBER 3, 1993 Friend of he People 11 Serves 50c Work ethic is alive and weary Americans take jobs to heart, study finds JOB BURNOUT "In the past three months how often have you felt By ADAM GELLER ing pressures and priorities, heaval of recent years has shaken mined as ever to work hard and do Emotionally Used up at Tired when Burned out Frustrated Staff Writer they've embraced the American many employees, causing uncer- their jobs well, but their commit- drained from the end of you get up in or stressed by your job? It's not easy being an American work ethic in new ways, making tainty and burnout. The study was ment is to self and family first, your work? the workday? the morning by your and have to work? worker. hard work a personal rather than a conducted by the Families and before employer, the study said. face another Co-workers are laid off and no corporate goal. Work Institute, a New York-based The institute's "National Study 40% 42% day on 40% 42% one knows who'll be next. Working Those are the conclusions deliv- non-profit research organization. the job? 39% of the Changing Workforce," con- parents find it tough even to patch ered in a major study released to- 34% "Out of this change, we feel a ducted over five years, is based on 33% 30%30% together makeshift solutions to day that focuses on work and how different kind of worker has 27% 29% 30% 31% interviews with 3,700 men and 29% child care and chores. The added 25% it affects family life, relationships emerged," Ellen Galinsky, the women across the country. Re- stress stokes tempers and extin- with employers and colleagues, FWI's co-president, said at a New searchers worked with sponsors - guishes personal energy. And and corporate productivity. York news conference. "Their fo- including the American Telephone bosses and benefits don't always The report, billed as the most cus is on what they can control, & Telegraph Co., Johnson & offer much support. comprehensive ever to examine since there is so much change go- Johnson, and Merck & Co. Inc. - But even as workers struggle to links between work and family life, ing on around them." cope with these drastically chang- concludes that the economic up- American workers are as deter- See WORK ETHIC Page A-8 Never/Rarely Sometimes Often/Very Often AF A-8 THE RECORD FROM PAGE ONE FRIDAY, SEPTEMBER 3, 1993 WORK ETHIC: Americans seeking satisfaction with jobs put and provide the benefits and From Page A-1 SOME OF THE REASONS CONSIDERED leeway to manage life outside the PERSONAL MEASURES to design a study that would help office. Large numbers of workers them better understand what their "VERY IMPORTANT" IN DECIDING TO TAKE OF SUCCESS IN WORK LIFE said they would consider changing employees were thinking. JOB WITH CURRENT EMPLOYER a job if a new employer offered to 1992 National Study of Changing Work Force "They told us of the conflicts cover some of the costs of child WHAT DOES SUCCESS MEAN TO YOU? [between work and family] in un- Open Communications 65% Job Location care. "Flextime" arrangements forgettable voices," said Faith 50% also are much sought after, the Personal satisfaction from doing a good job Wohl, director of human resources Effect on Personal/ Family Life 60% Femily-Supportive Policies 46% study says. 52% initiatives for Du Pont, one of the Nature of Work 59% Fringe Benefits 43% "It's very clear that work-family project sponsors. "I think we bet- Supervisor ter start to pay attention." 58% Advancement Opportunity 37% assistance is not for the few. It's Earning the respect or recognition of supervisors and/or peers for most of us," FWI Vice Presi- Many of the study's findings Job Security 54% Salary/Wage 35% 30% dent James T. Bond said at the testify to trends whose existence Source: Families and Work Institute, 1993 RICH RAINEY/STAFF ARTIST news conference. Getting ahead or advancing in job or career until now has been based on anec- The institute's study also looked dotes and supposition. It is no se- ing adequate child care and taking supposed, the FWI reports. In- at how the growing diversity of 22% cret, for example, that many com- care of elderly parents. Job pres- stead, workers have adjusted to American society is being met in panies have been cutting jobs. But sures are carried home by workers the uncertainties of the workplace the workplace. The conclusion, Making a good income the study shows that 42 percent of left short of time to complete by making individual accomplish- however, troubled researchers, 21% all workers have seen such cut- household tasks or without the en- ment a priority. who found that more than half of backs in their factories and offices, ergy for family activities. For example, more than half of all workers said they preferred to Feeling your work Is Important and 28 percent have seen manag- "In the end it comes back to the those surveyed said they measure work with people like themselves. ers cut from the ranks. success in terms of personal satis- 12% workplace," the study says. "The The study also concluded that : The study also showed that four major predictors of conflict in bal- faction gained from doing their job workers perceive job opportunities of every 10 workers feel burned out ancing work and family life con- well, rather than by pay or job ad- Having controi over work content and schedule for white men to far outnumber by their jobs, saying they feel cern the quality of the work envi- vancement. That's good news for those for women or minority men. 6% "used up" by the end of the day. In ronment: workload, autonomy on employers concerned about work About one in every four workers addition, the great majority of the job, and relationships at work. quality, because even though said they had been discriminated Source: Families and Work Institute, 1993 KEVIN O'NEIL/STAFF ARTIST workers say their job requires No wonder that a prime consider- workers feel less allegiance to their against in the workplace. them to work very hard and very ation of workers when taking a job companies, their level of personal The increasing ties between fast. is, 'What effect will this job have responsibility is high, the study work and personal life come even are still almost always the respon- The FWI plans to continue Those workplace pressures are on my personal and family life?' says. as the traditional roles of men and sibilities of women, said Bond, tracking such attitudes every four layered on top of the demands of But the focus by workers on per- Still, this increasing "self-ethic" women in the home remain rela- who joked, "The more women years, interviewing the same work- home and family life. Large num- sonal concerns has not under- means today's workers are seeking tively unchanged, the study shows. change, the more men stay the ers to make accurate comparisons bers of workers worry about find- mined the work ethic, as might be jobs that allow more personal in- Cooking, cleaning, and shopping same." possible. Tribune Tempe Sept. 3, 1993 page Al Study shows How workers spend their time families come ACTUAL PREFERRED before careers 12 11 11 By Michele McDonald Tribune writer 10 Sell 2 20% 10 Americans may take their jobs as Family Family 23% seriously as ever, but they are not willing and and 9 friends to forsake family life to climb the career 3 9 friends ladder, according to a national work- 43% Job/career 47% lob/career force study released today. 8 37% 4 30% Touted as a landmark project, the 8 National Study of the Changing FAMILIES FIRST: 7 5 7 5) Workforce Priorities changing 6 6 revealed that in America / A10 workers want more flexible hours and THE more time for their personal lives and families. A study concentrating on the Southwest is slated for release later this year. Are employees overworked? Although money is always a concern, the first question most workers ask In the past 3 months, how themselves before accepting a new job SOME- VERY often have you felt NEVER RAREL TIMES OFTEN OFTEN is, "What effect will this job have on my personal and family life?" according to Emotionally drained from your work? 15% 25% 34% 14% 13% the study. "Workers take pride in working hard Used up at the end of the workday? 8% 17% 33% 22% 20% and doing a good job, but they are less willing to make sacrifices for their Tired when you getup in the morning and have to face another day on the job? 9% 21% 30% 21% 19% employers' benefit," said Jan Miller, Salt River Project senior research engineer. Burned out or stressed by your work? 15% 27% 29% 15% 15% SRP is the study's only Arizona sponsor. The project, the first of its kind in 16 Frustrated by you job? 13% 26% 31% 15% 14% years, reflects the turmoil in America's workplaces. About 42 percent of the 3,718 people interviewed in 1992 by the Families and Work Institute said their company permanently reduced the work Who does the chores? force. And 28 percent reported cutbacks 100% 91% in the number of managers. 87% 81% The employees left are working 80% 78% harder and faster. As a result, more workers are facing burnout - 42 per- 63% cent say they often feel "used up" by 60% day's end. Families pay the price for the rigorous 40% 35% pace. "By and large, work problems are more likely to spill over into the home 20% 15% than family problems are to encroach 14% 12% upon work life," Miller said. 7% 100% The study shows that more Americans 0% are juggling work and family. Nearly 90 Coking Repairs Cleaning Shopping Paying bills Please soe Work / A10 Employed men Employed women Continued Source: National Study of Changing Workforce MARK WATERS/Tribune Tribune Tempe Sept. 3, 1993 Working too much Work eats up one-third of week MEN WOMEN OVERALL Hours at work 48.8 41.7 for a living Hours commuting 4.1 3.1 3.6 Total 52.9 44.8 48.91 More than half of those surveyed agreed their supervisor is supportive when they have a work problem, and 51 percent reported the manager accommodates them when they percent of workers live with another family have personal or family problems. Nearly member, and three-quarters of married 60 percent said their boss is understanding workers' spouses also hold down a job. But when they discuss family or personal matters even if both spouses are employed, women do affecting work. 87 percent of the household chores. Male and female supervisors are similar in In light of increased demands on the both management style and support of family American family, employees are willing to issues, the study reyealed. help each other mesh home and office respon- Discrimination and equal opportunity play sibilities. Sixty-seven percent of those crucial roles in the company's work environ- responding said they would not feel resentful ment, Bond said. Even if discrimination is if they had to occasionally work extra hours perceived and not real, it will hamper pro- to accommodate the personal or family needs ductivity, according to the study. of co-workers. About 55 percent disagreed Fifteen percent of workers say they have that employees have to choose between been discriminated against at their current advancing their careers or devoting attention job, and 27 percent claim they have to their family or personal lives. experienced discrimination sometime during "Some businesses have stepped in to their career. address this issue by offering flexible time The Changing Workforce study cannot be and leave programs, as well as dependent- compared with the 1977 study conducted by care assistance," Miller said. the U.S. Department of Labor because the The company-sponsored projects may help labor survey was not as encompassing, Bond employees stop taking work problems home, said For the studies to be compared, the 1977. but the overall quality of the workplace is survey would have to be reanalyzed, he said. paramount to any program, said James T. Still, the current survey shows a work force Bond, vice president with the Families and that is showing no signs of returning to single- Work Institute. Employees with autonomy income families where the bread winner and support from co-workers and supervisors would work at one company for life, Bond are both more productive and happier than said. those in poor working situations, he said. "I think we're in a new era," he said. THE ARIZONA REPUBLIC Sept. 3, 1993 page A1 OVERWHELMED BY WORK By Frank Turco The Arizona Republic A merican workers, many of them so 28 percent said they had scen cut- Quizzed about houschold chores, drained by the end of the day that backs in the number of managers; 81 percent of the women said they did they're still weary the next morn- 24 percent said the company's top most of the cooking, 87 percent said ing as they face another workday, strive to management had changed; and do a good job anyway and would work they did the shopping, and 78 percent even harder if necessary. 18 percent said their employer had the cleaning. They long, however, to shift more of been acquired by or had merged with More than half the respondents their time and energy from work to another company. said they measure success at work by themselves and their families. That turmoil, according to re- the personal satisfaction they get from Also, many believe that the quality of searchers, raised fears among many doing a good job. About one-third their work environment - whether they workers. Eighteen percent of those said they gauge it by the respect they have good bosses, open communications who took part in the survey said they carn from their supervisors and peers. and a degree of control over their work - expect to be laid off temporarily this Only 21 percent said they measure now is more important than the amount of year, and 17 percent said they expect" money they make. it by how much money they are paid. to lose their jobs entirely. Those are among the major findings of Many workers apparently are an extensive study of the nation's changing "Workers have scen a lot of change looking for more out of their work: and feel a lot of insecurity," said Ellen " Galinsky, study-project director and H "They want quality in their own work, in their work environment and co-president of the institute. Workers want quality in their in their relationships at home and Still, she said, workers are ex- work," Galinsky stressed. own work, in their work tremely resilient and take a tremen- Asked why they had taken their environment and in their dous amount of pride in their work. most recent job, many of the workers relationships at home and work. Of those questioned, 99 percent answered in terms of work-environ- said they always try to do their jobs ment issues, such as open communica- ELLEN GALINSKY well, and 90 percent said they were tions on the job, effects on personal WORKER-STUDY DIRECTOR willing to work harder to help their and family life, the nature of the company succeed. work, the quality of managers and work force, the first such look since 1977 However, 42 percent cautioned that supervisors, and having control of at how U.S. workers feel about their jobs they were "used up" at the end of the their work. and personal and family lives. workday, and 40 percent said they Pay ranked 16th among 20 choices The study, conducted by the New were tired in the morning before the survey participants were given. York-based Family and Work Institute, heading off for another day on the job. "Monetary rewards to spur perfor- was sponsored by 15 corporations and foundations nationwide, including the The survey supports earlier studies mance and foster loyalty will have that found that in dual-earner fami- limited impact if the quality of jobs Phocnix-based Salt River Project. C.M. Perkins, SRP general manager, lics, women continue to carry the load and work life are poor," said James T. at home, doing most of the cooking, Bond, the study's senior researcher. said the results of the ambitious study and another regional survey in which the utility cleaning and shopping. Men still do Study participants also said they would like to redirect some of their is taking part will be used to assess the most of the home, repairs and the work time to themselves and their compensation and benefit programs it household-bill paying." families. offers its 4,800 employees. "At SRP, we view these issues not as Continued secondary to the operation of our business, but as fundamental to our entire manage- ment philosophy," Perkins said. The study, based on interviews with more than 3,700 men and women, was Public & Communications Services' done in 1992, a year in which companies throughout the country were laying off workers, merging and changing ownership. Daily News Service Forty-two percent of those questioned" said they worked for a company that had Newspaper clippings for Sept. 3, 1993 reduced its work force in the past year; E A { ZONA REP BLC Sept. 3, 1993 They said that on average, they The perception of discrimination in the workplace is the development of devote 37 percent of their lives to or unequal opportunity in one's a constructive social climate. their jobs or careers, and they would workplace seems to exact a toll on "But it is not necessarily high on like to see that reduced to 30 percent. workers' attitudes and behavior. the agenda of some companies," she Also, they said they would like to Workers are more likely to added. "Overall, most workplaces are increase the time they spend on sacrifice time for themselves than time only beginning to respond to what themselves to 23 percent from 20 per- for work and family, with apparent employees say they want." cent, and the time they spend with negative consequences for personal In addition to the SRP, the survey family and friends to 47 percent from well-being. was sponsored by American Express 43 percent. Most workers say they want to Co., Motorola Inc., Allstate Insurance The workers also placed a high work with people like themselves, but Co., AT&T, the Commonwealth value on both traditional fringe those who have experienced more Fund, DuPont Co., the General Mills benefits, such as medical insurance, diversity in their workplaces tend to Foundation, IBM Corp., Johnson & and some more contemporary employ- prefer it. Johnson, Levi Strauss & Co., Merck ce-assistance programs, such as flexi- Galinsky said the survey points out & Co., Mobil Corp., the Rockefeller ble time and dependent-care help. that the key to making improvements Foundation and Xerox Corp. And many said they would be willing to give up salary or even change jobs to obtain some of those benefits. Other key findings include: Continued When employees have more au- tonomy in their jobs and more control over work schedules, they are more satisfied and committed workers. By and large, men and women don't manage differently. Highlights The National Study of the Changing Workforce by Ellen Galinsky, James T. Bond, and Dana E. Friedman FamiliesandWorkInstitute Study Staff Project Director: Ellen Galinsky Co-Project Director: Dana E.- Friedman Senior Researcher: James T. Bond Research Associate: Anne Morris Data Analyst: Elizabeth Ann Peters Production Manager: Amy Rabinowitz Graphic Design: Sasha Frere-Jones Word Processor: Nikolas Elevitch Editor: Marie Van Loan Founding Co-Sponsor: Salt River Project Co-Sponsors: Allstate Insurance Company; American Express Company; AT&T; Commonwealth Fund; DuPont Company; General Mills Foundation; IBM Corporation; Johnson & Johnson; Levi Strauss & Co.; Merck & Co., Inc.; Mobil Corporation; Motorola, Inc.; The Rockefeller Foundation; Salt River Project; and Xerox Corporation. Additional support: Philip Morris Inc. and Ceridian Corporation. Thanks to Deborah K. Holmes, Arlene Johnson, Barbara Norcia, Robin Hardman and the entire staff of the Families and Work Institute whose discussion and insight have considerably enriched this report. A special thanks to Salt River Project for believing in this project from the beginning and taking the first step to make it possible. We are also deeply grateful for the generous donation of equipment from IBM for data analysis and word processing. Families and Work Institute is a non-profit research and planning organization that conducts research on business, government, and community efforts to help employees balance their job and family responsibilities. Other Families and Work Institute publications: The Corporate Reference Guide to Work-Family Programs Public-Private Partnerships for Child Care Beyond the Parental Leave Debate: The Impact of Laws in Four States The State Reference Guide to Work-Family Programs for State Employees Parental Leave and Productivity The Family-Friendly Employer: Examples from Europe An Evaluation of Johnson & Johnson's Work-Family Initiative Education Before School: Investing in Quality Child Care Copyright © 1993, Families and Work Institute, 330 Seventh Avenue, New York, New York 10001. 212-465-2044. All rights reserved. ii SUMMARY Summary The National Study of the Changing Workforce captures the voices of U.S. workers in response to the questions most asked by employers. It is a nationally representative study of close to 3400 workers across this country, and it's the very first study to investigate such an extensive range of issues. The Families and Work Institute developed the study on the basis of input from workers and managers at the organizations sponsoring this study: Allstate Insurance Company; American Express Company; AT&T; Commonwealth Fund; DuPont Company; General Mills Foundation; IBM Corporation; Johnson & Johnson; Levi Strauss & Co.; Merck & Co., Inc.; Mobil Corporation; Motorola, Inc.; The Rockefeller Foundation; Salt River Project; and Xerox Corporation. The study's sponsors wanted to know what workers are looking for today. Why do workers take jobs and why do they leave? Do women and men think differently about work issues? Do young workers differ from their older counterparts? How comfortable are workers with the increasing diversity of the workforce? And how do workers manage their dual responsibilities of home life and work life? The backdrop for this study is the work environment in a period of substantial business change. According to the National Study of the Changing Workforce: Workers spend more than 40 hours per week on the job. Overtime and commuting bring the total of job-related activities to more than 45 hours per week. Workers are witness to tremendous turmoil in the workplace. For example, 42 percent of them have experienced downsizing, and 28 percent have seen cutbacks in the number of managers in the past year. 80 percent believe that their jobs require working very hard, and 65 percent that their jobs require working very fast. 1 SUMMARY And many feel they're burned out by their jobs-42 percent often feel "used up" by the end of the workday. Yet out of this turmoil a different kind of worker has emerged. Workers' commitment is more to themselves than to their employers-not surprising given that SO many of them have seen their employers downsize and co-workers lose their jobs. Close to 20 percent fear that they, too, will be fired or laid off. Perhaps more surprising is the high value that workers place on the quality of their own work. When asked to define what success at work means to them, more than half talk about the personal satisfaction they gain in doing a good job. This is undoubtedly good news to those who think that our future economic competitiveness will rest on the quality of the work we produce. Workers' concerns aren't just about the quality of their own work, but also about the quality of their work environments. When those who had changed employers in the past five years were asked about the most important factors affecting their decisions, they pointed to open communication, quality management, and quality supervision. There have been many recent efforts to improve productivity: re-engineering the workplace, empowering workers, creating high performance work teams, teaching about managing diversity, and focusing on total quality. The data from the National Study of the Changing Workforce indicate that unless these efforts include a focus on the quality of the work environment itself, on social relationships at work, and on the general culture of the workplace-whether it be the corner drugstore, a factory, or an office-they may not yield their intended effects. Workers are more loyal, more committed, more innovative, and more satisfied with their jobs when they have more of a say in how to do their jobs and have more control over the scheduling of their work hours. And, when there are good and supportive relationships among workers and between workers and their supervisors, workers experience less burnout in their jobs, are more loyal to their employers, and are more willing to work hard to help their companies succeed. Also, when workers believe that people of their race and gender aren't being discriminated against and have a good chance of advancing, they are more committed, loyal, innovative, and likely to want to stay at their companies. There are some other surprises: men and women are not seen as different in the way they supervise workers. In addition, young workers are no more comfortable with the notion of working with people who are different from themselves than are older workers, though 2 SUMMARY employees with more experience in diverse work groups are more positive about working in heterogeneous settings. The fact that most workers have family responsibilities isn't unexpected-although the extent to which this is true may be higher than imagined: 87 percent of workers live with family members and 47 percent care for dependents (children, ill spouses or partners, or elders). The economic basis for working is also apparent: on average, each worker brings in 64 percent of his or her family's income. Perception also plays a role here: believing that one is "living within one's means" is more important to workers' sense of well-being than the absolute amount of their household income. Despite massive changes in women's work outside the home, women's responsibilities within the home have not changed much at all. This is true even in families where women contribute half or more of the family income, and where workers are young. One area of change in men's and women's roles lies in the care of elderly dependents. Of those providing elder care, 44 percent are men. However, women spend about twice as much time at these tasks as men and are more likely to provide personal care ( feeding, bathing, etc.) while men spend more time arranging for care, scheduling doctor's appointments, and checking in by phone. Life can be difficult when members of today's labor force have children. Not surprisingly, employees with children are under more stress and believe that they're not coping as well as workers without children. When they do have supports, such as satisfactory, reliable child care, employed parents feel better about themselves as parents, are less stressed, and cope better. By and large, work problems are more likely to spill over into the home than family problems are to encroach upon work life. Some businesses have stepped in to address this issue by offering flexible time and leave programs, as well as dependent care assistance. These benefits are valued by workers; in fact, a sizable proportion of workers who don't have these programs state that they'd be willing to make substantial trade-offs to get them. And, perhaps contrary to expectation, except for those benefits that involve forfeiting pay (i.e., for part-time work), men are just as willing as women to say that they'd make trade-offs. Furthermore, it is beneficial for everyone when companies offer these work-family programs and benefits. Companies, in particular, benefit because workers with access to a range of benefits are more likely to want to stay at their companies and work hard to help their companies succeed. 3 SUMMARY Because work-family problems often originate in the workplace, there is a prevailing notion that they should be remedied in the workplace. Yet, the National Study of the Changing Workforce reveals that primary reliance on workplace programs results in an unequal distribution of benefits within society. Higher-income workers and better-educated workers have far more access to health care insurance and pension plans, flexible time and leave programs, and dependent care assistance than their less advantaged counterparts. This study also makes it clear that how supervisors handle day-to-day work-family issues is as much a part of being family friendly as offering specific programs and policies. In attempting to juggle work and family life, personal time is often sacrificed. Yet, this study finds that workers fare better when they have more time for themselves. It also reveals that workers want to change the equation; that is, they want to devote more time to their families and friends and to their own pursuits and less time to their jobs and careers. Young workers say that they're more willing to make sacrifices for their personal or family lives than they are for their jobs or education. The quality of the home environment is very important to today's workers. When asked to define success at home, workers point to good family relationships. They also discuss not bringing the stresses of work life into their family relationships. In the end, it comes back to the workplace. The major predictors of conflict in balancing work and family life concern the quality of the work environment: workload, autonomy on the job, and relationships at work. No wonder that a prime consideration of workers when taking a job is, "What effect will this job have on my personal and family life?" This study concludes that workers are very concerned about the quality of their own work, the quality of the work environment, and the quality of their personal relationships at home and at work. These findings suggest there is an opportunity for aligning workers' needs with workplace goals. What helps workers also seems to help the workforce be productive. 4 SUMMARY THE NATIONAL STUDY OF THE CHANGING WORKFORCE The National Study of the Changing Workforce, conducted by the Families and Work Institute, is a longitudinal study of both the work and personal/family lives of the U.S. workforce. No other study has investigated this issue with a nationally representative sample since the 1977 Quality of Employment Survey, conducted for the U.S. Department of Labor. And no study is as comprehensive as this one. In 1992, hour-long telephone interviews were conducted with a randomly selected national sample of 3,381 employed men and women, as well as 337 women who had dependent children under 18 years old and who weren't in the labor force by their own choice. The overall sample, then, was of 3,718 individuals. To monitor changes over time, the study design calls for re-interviewing surviving members of the sample every four years, and adding new cohorts of young workers at each data collection point. The findings in this report concern only the 2,958 waged and salaried workers in the sample (Table 1) Self-employed workers have been excluded from this report and will be the subject of a subsequent one. The findings in this report represent only the highlights. A more comprehensive review of the findings are included in a sourcebook published by the Families and Work Institute. I The reader may notice that reported sample sizes are sometimes considerably smaller than 2,958. There are two reasons. First, certain questions were only asked of workers who met particular conditions-such as being married or having children. Second, some questions were only asked of randomly defined subsamples to permit the inclusion of a larger number of questions than could reasonably be asked of every respondent. The reader may also notice that not all percentage distributions add up to 100 percent due to rounding. 5 SUMMARY TABLE 1: CHARACTERISTICS OF THE STUDY SAMPLE (WEIGHTED) SAMPLE SELECTED SAMPLE CHARACTERISTICS PERCENT SIZE (N) Gender: Male 51.1% (1512) Female 48.9 (1446) Age: 18-29 years old 27.1% (797) 30-49 years old 55.9 (1640) 50-64 years old 17.0 (498) Education: High school or less 39.6% (1166) Some college 32.1 (948) 4-year college degree or more 28.3 (834) Race/Ethnicity: White, non-Hispanic (non-minority) 77.2% (2276) Minority (all other groups) 22.8 (672) Occupation: Managers and professionals 31.2% (922) Workers in other occupations 68.8 (2036) Hourly Earnings: Less than $7 per hour 22.7% (527) $7 through $15.99 per hour 51.7 (1199) $16 or more per hour 25.5 (591) Employer Size (nationwide): Fewer than 50 employees 29.5% (659) 50-499 employees 21.2 (474) 500 or more employees 49.3 (1102) Marital/Relational Status: Living with spouse or partner 66.5% (1967) Single 33.5 (991) Employment Status of Couples: Both employed 74.8% (1442) Only one employed 25.2 (485) Dependent Care Responsibilities: Child under 13 in home 32.4% (960) No child under 13 in home 67.6 (1999) Source: Families and Work Institute, 1993 6 BACKDROP The Backdrop For This Study The National Study of the Changing Workforce was conducted in 1992, a year of tremendous change in the workplace. The following facts obtained in our study form the context for understanding the other results: Most significant are the numbers of workers who were part of this upheaval. As indicated in Table 2, 42 percent experienced downsizing of the workforce, and 28 percent witnessed cutbacks in the number of managers in their organizations. In addition, 24 percent saw a change in leadership, and 18 percent were affected by a merger or acquisition in the past year. Employees of larger companies were much more likely to have experienced all of these workplace changes than employees of smaller companies. TABLE 2: WORKPLACE CHANGES RELATED TO ECONOMIC FACTORS AND NEW WAYS OF DOING BUSINESS EMPLOYER SIZE (NATIONWIDE) FEWER 50 500 During the past year at their places of THAN 50 THROUGH 499 OR MORE employment OVERALL EMPLOYEES EMPLOYEES EMPLOYEES *** Workers experiencing downsizing or (n=776) (n=160) (n=126) (n=304) permanent cutbacks of the workforce 42% 27% 38% 53% *** Workers reporting cutbacks in the (n=758) (n=155) (n=124) (n=299) number of managers 28% 12% 22% 40% *** Workers experiencing a change in top (n=753) (n=155) (n=123) (n=296) organizational leadership 24% 10% 15% 36% *** Workers experiencing a merger or (n=742) (n=155) (n=122) (n=292) acquisition 18% 10% 11% 28% Significance Levels: * = p<.01; ** = p<.001; *** = p<.0001; NS = not significant. Source: Families and Work Institute, 1993 7 BACKDROP Downsizing and cutbacks in management have given rise to fears of job loss. Especially in large companies, breaking the implicit contract assuring lifelong employment has been another significant change affecting the workforce. Despite the trimming of managerial jobs, workers with low hourly earnings feel most vulnerable to layoffs and job loss (Table 3). TABLE 3: PERCEIVED JOB SECURITY HOURLY EARNINGS OVERALL LESS THAN $7 $7 TO $15.99 $16 OR MORE PER HOUR PER HOUR PER HOUR Likelihood of a temporary *** layoff over the next year (n=2874) (n=521) (n=1178) (n=573) Very likely 7% 10% 8% 4% Likely 11 16 12 11 Likelihood of losing your *** job over the next year (n=2922) (n=519) (n=1193) (n=585) Very likely 6% 9% 6% 4% Likely 11 14 12 10 Significance Levels: * = p<.01; ** = p<.001; *** = p<.0001; NS = not significant. Source: Families and Work Institute, 1993 Although workers are scheduled to work less than a 40-hour week on average, overtime and commuting bring the total of job-related activities to more than 45 hours per week. (See Table 4.) 8 BACKDROP TABLE 4: SCHEDULED, ACTUAL, AND COMMUTING HOURS FOR MAIN OR ONLY JOB OVERALL MEN WOMEN Average Scheduled Hours per Week 38.5 hrs 40.6 hrs *** 36.3 hrs (n=2800; (n=1409; (n=1391; se=0.153) se=0.196) se=0.220) Average Overtime/Extra Hours per Week 3.4 4.2 *** 2.5 (n=2932; (n=1495; (n=1437; se=0.140) se=0.215) se=0.175) Total Average Hours Actually Worked per Week 41.8 44.8 *** 38.6 (n=2924; (n=1497; (n=1427; se=0.207) se=0.279) se=0.283) Average Hours per Week Commuting To/From Job 3.6 4.1 *** 3.1 (n=2908; (n=1478; (n=1429; se=0.057) se=0.090) se=0.068) 45.3 48.8 *** Total Average Hours in Job-Related Activities 41.7 (n=2886; (n=1474; (n=1412: se=0.223) se=0.298) se=0.306) Significance Levels: * = p<.01; ** = p<.001; *** = p<.0001; NS = not significant. Source: Families and Work Institute, 1993 Most workers reported that their jobs are very demanding: 80 percent said that their jobs require working very hard, and 65 percent that their jobs require working very fast. (See Table 5.) TABLE 5: PERCEIVED DEMANDS OF JOB Strongly Strongly SAMPLE agree Agree Disagree disagree SIZE(N) My job requires working very fast. 20% 45% 31% 4% (2897) I have deadlines that are difficult to meet. 9 29 56 7 (2887) My job requires working very hard. 28 52 19 1 (2916) I have excessive amounts of work. 12 31 53 5 (2886) I don't have enough time to get the job done. 6 21 63 11 (2899) Source: Families and Work Institute, 1993 9 BACKDROP Not surprisingly, many workers reported feeling burned out by their jobs. (See Table (i.) TABLE 6: JOB BURNOUT In the past 3 months, how Some- Very SAMPLE often have you felt. Never Rarely times Often often SIZE (N) Emotionally drained from your work? 15% 25% 34% 14% 13% (2952) Used up at the end of the workday? 8 17 33 22 20 (2950) Tired when you get up in the morning (2947) 9 and have to face another day on the job? 21 30 21 19 Burned out or stressed by your work? 15 27 29 15 15 (2951) Frustrated by your job? 13 26 31 15 14 (2950) Source: Families and Work Institute, 1993 Additional analyses reveal that workers whose organizations experienced downsizing in the past year feel less secure in their jobs, and workers with heavy workloads report much higher levels of job burnout than other workers. 10 KEY FINDINGS Key Findings WORK LIFE O ut of the turmoil and change of the 1980s and 1990s, a different kind of worker has emerged. Workers' commitment is more to themselves than to their employers. Their focus is on doing their jobs well. It's speculated that when individuals begin to lose control over their external environment, they focus internally. The rapidity of change in many sectors of the economy, the layoffs, the cutbacks, and the downsizing may have had the effect of turning workers inward to something they can control-the quality of their own work. Furthermore, if workers are being let go, the intent of doing one's job well is perhaps the best protection one can have. When asked about their commitment to doing their own jobs well, 94 percent of workers disagreed or strongly disagreed with the statement, "I don't care how well I do my job"; 99 percent agreed or strongly agreed with the statement "I always try to do my job well"; and 98 percent agreed or strongly agreed with the statement "When my job requires it, I work very hard." (See Table 7.) Work Life 11 KEY FINDINGS TABLE 7: ATTITUDES TOWARD CURRENT JOB Strongly Strongly SAMPLE agree Agree Disagree disagree SIZE (N) I don't care how well I do my job, I just want to finish it. 2% 5% 33% 61% 2943 I always try to do my job well, no matter what it takes. 57 42 1 <1 2953 When my job requires it, I work very hard. 54 43 3 <1 2933 Source: Families and Work Institute, 1993 When asked about their loyalty and commitment to their employers, fewer workers answered positively in the extreme. As shown in Table 8, 28 percent strongly agreed that they are willing to work harder than is required of them to help their companies succeed as compared to 57 percent (Table 7) who strongly agreed that they try to do their jobs well, no matter what it takes. TABLE 8: LOYALTY AND DESIRE TO HELP EMPLOYER SUCCEED How loyal do you feel toward your employer? (n=2891) Extremely 27% Very 37 Somewhat 29 Not very 4 Not at all 2 I am willing to work harder than I have to to help my company/organization (n=2901) succeed. Strongly agree 28% Agree 62 Disagree 10 Strongly disagree 1 Source: Families and Work Institute, 1993 12 Work Life KEY FINDINGS In response to an open-ended question-"What does being successful in your work life mean to you?"-workers again emphasized the importance of the calibre of their own work. The most frequently mentioned measure of success in work life was personal satisfaction from doing a good job (52 percent), followed by earning respect and recognition from supervisors and peers (30 percent). (See Table 9.) TABLE 9: PERSONAL MEASURES OF SUCCESS IN WORK LIFE What does success mean to you? n=1073 Personal satisfaction from doing a good job 52% Earning the respect or recognition of supervisors and/or peers 30 Getting ahead or advancing in job or career 22 Making a good income 21 Feeling their work is important 12 Having control over work content and schedule 6 Source: Families and Work Institute, 1993 Implications: This focus on the self has been described as the self-ethic (as opposed to the work ethic). Contrary to the way the label sounds, however, the focus of workers is on doing their best in their own jobs. This should be good news to those who think that our future economic competitiveness rests on the quality of the work we produce as a nation. Work Life 13 KEY FINDINGS Q uality of work life in some ways is just as important to workers as the traditional value of money. Perhaps because the dream of getting rich quick exists mainly in lotteries and sweepstakes contests and not in the wages offered most U.S. workers, success at work is less likely to be defined by workers as making a good income than in doing a good job. (See Table 9 above.) Nor is money the primary reason that most workers take or leave particular jobs; rather, their main concern is the quality of their work life. (See Table 10.) Workers who had taken jobs with new employers in the past five years were asked to rate the most important reasons for their selection. As shown in Table 10, the top five reasons for taking jobs (based on ratings of "very important") were open communications (65 percent), effect of the job on personal and family life (60 percent), nature of the work (59 percent), management quality (59 percent), and supervisor characteristics (58 percent). These factors, interestingly, all have to do with the quality of the work environment. In contrast, only 35 percent of workers rated salary/wage as a very important reason for joining their current employer. Other analyses were conducted to identify aspects of jobs and workplaces that predict employees' plans to remain with or leave their current employers. No relationship was found between workers' earnings and their plans to remain with or leave their current employers. These findings shouldn't be interpreted as indicating that compensation is of no consequence to U.S. workers. Obviously, the main purpose in having a paid job is to earn a decent income for oneself and one's family; furthermore, many workers are not offered a large range of salary options when taking new jobs. Nor do these findings indicate that monetary rewards tied to performance are without incentive value for the U.S. workforce. Rather, they suggest that, today, quality of life issues figure as prominently as money in workers' definitions of success and in their decisions to take jobs or leave them. 14 Work Life KEY FINDINGS TABLE 10: REASONS CONSIDERED "VERY IMPORTANT" IN DECIDING TO TAKE JOB WITH CURRENT EMPLOYER SAMPLE SAMPLE OVERALL SIZE (N) OVERALL SIZE (N) Open 65% (549) Job Location 50% (550) Communications Effect on 60 (549) Family-Supportive 46 (532) Personal/Family Life Policies Nature of Work 59 (550) Fringe Benefits 43 (542) Management Quality 59 (551) Control of Work 38 (552) Schedule Supervisor 58 (548) Advancement 37 (549) Opportunity Gain New Skills 55 (546) Salary/Wage 35 (552) Control over Work 55 (551) Access to Decision 33 (548) Content Makers Job Security 54 (546) No Other Offers 32 (541) Co-Worker Quality 53 (550) Management 26 (546) Opportunity Stimulating Work 50 (546) Size of Employer 18 (550) Source: Families and Work Institute, 1993 Implications: Monetary rewards to spur performance and foster loyalty will have limited impact if the quality of jobs and work life is poor. Work Life 15 KEY FINDINGS W hen employees have more autonomy in their jobs and more control over their work schedules they are more satisfied and committed workers. Given that the quality of work environment is very important to today's workers, the next task in the National Study of the Changing Workforce was to identify those aspects of the work environment that make the greatest difference in quality. We investigated job autonomy and control over work schedules on the basis of studies showing that control over work schedules and autonomy on the job are important predictors of mental and physical health outcomes. Some 30 percent of all wage and salaried employees said they had complete control or a lot of control over their work schedules, while 31 percent said they had none. (See Table 11.) TABLE 11: CONTROL OVER WORK SCHEDULE SAMPLE TOTAL SIZE (N) Degree of control in scheduling work hours Complete control 16% A lot 14 (2955) Some 27 A little 13 None 31 Source: Families and Work Institute, 1993 As shown in Table 12, most workers felt they had some autonomy in their johs; however, only 23 percent strongly agreed that they had a lot of freedom in deciding how to do their work and 17 percent felt strongly that they had a lot to say about what happened on their jobs. 16 Work Life KEY FINDINGS TABLE 12: PERCEIVED AUTONOMY ON THE JOB SAMPLE OVERALL SIZE (N) I have a lot of freedom in deciding how I do my work. Strongly agree 23% Agree 55 (2917) Disagree 18 Strongly disagree 4 I have a lot of say about what happens on my job. Strongly agree 17% Agree 51 (2872) Disagree 25 Strongly disagree 6 Source: Families and Work Institute, 1993 Further analyses demonstrated that workers' control over their schedules and their job autonomy (measured by averaging responses to the two questions in Table 12) are, in fact, related to important work life outcomes. Workers with more job autonomy and control of their work schedules are less burned out by their work, are more satisfied with their jobs, and take more initiative at work. In addition, workers with greater job autonomy are more committed to doing their jobs well, are more loyal to their employers, and plan to remain with their current employers longer than other workers. Work Life 17 KEY FINDINGS Implications: The trend toward worker empowerment (more autonomy) can have a downside. Increased responsibility can bring increased stress. Likewise, the push for more schedule flexibility has its detractors- those who worry that "if you give workers an inch, they'll take a mile." Common sense indicates that both concerns have some validity and should be addressed; however, for most workers, these features of jobs are strongly associated with positive benefits for the company, such as job satisfaction and initiative. 18 Work Life KEY FINDINGS Employees with more supportive relationships at work are more satisfied and committed workers. The effort to identify the features of the work environment that make the greatest difference also led us to investigate supervisory and co-worker relationships and the social climate. Other studies have identified these features as strongly linked to workers' mental and physical health. We also wondered if they would be additionally associated with indicators of work performance. Workers were asked to rate three dimensions of the social environment in their workplaces: relationships with their immediate supervisors, relationships with their co-workers, and the general supportiveness of the workplace culture. Supervisor relations include nine items representing various aspects of work management and accommodation of employees' personal and family needs. The nine items are presented in Table 13. TABLE 13: PERCEIVED TASK AND WORK-FAMILY SUPPORTIVENESS OF SUPERVISORS ON THE JOB Strongly Strongly SAMPLE My supervisor agree Agree Disagree disagree SIZE (N) keeps me informed. 33% 49% 14% 5% (2709) has realistic expectations. 32 57 8 2 (2701) recognizes when I do a good job. 32 52 12 4 (2689) is supportive when I have a work problem. 34 53 11 3 (2678) values differences in employee's cultures and 25 54 18 4 (2534) backgrounds. is fair. 28 51 15 6 (2651) accommodates me when I have family or 42 51 6 2 (2658) personal business. is understanding when I talk about family or personal matters that affect my work. 31 57 10 2 (2508) I feel comfortable bringing up family or 21 44 28 personal issues with my supervisor. 7 (2593) Source: Families and Work Institute, 1993 Work Life 19 KEY FINDINGS In general, workers view their supervisors positively, though only a minority of supervisors received the highest rating on any of the nine criteria. Although it might seem that perceptions of supervisors' effectiveness in managing work activity (having realistic expectations, keeping workers informed, recognizing good performance, etc.) would be unrelated to perceptions of how effectively supervisors accommodate and support workers' personal and family needs, the opposite is true. Workers' ratings of job support and personal/family support by their supervisors are strongly correlated, suggesting that competencies in these two domains go hand in hand. Ratings of co-worker relations and workplace culture are presented in Tables 14 and 15 below. TABLE 14: RELATIONS WITH CO-WORKERS OVERALL I feel I'm really part of the group of people I work with. (n=696) Strongly agree 56% Agree 37 Disagree 5 Strongly disagree 2 I look forward to being with the people I work with each day. (n=686) Strongly agree 36% Agree 56 Disagree 7 Strongly disagree 2 How loyal do you feel toward your co-workers? (n=2958) Extremely loyal 26% Very loyal 48 Somewhat loyal 24 Not very loyal 2 Not loyal at all 1 If I had to work extra hours occasionally to accommodate the personal or (n=1169) family needs of co-workers I would feel resentful. Strongly agree 2% Agree 13 Disagree 67 Strongly disagree 17 Source: Families and Work Institute, 1993 20 Work Life KEY FINDINGS TABLE 15: GENERAL SUPPORTIVENESS OF WORKPLACE CULTURE Strongly Strongly SAMPLE At my place of employment agree Agree Disagree disagree SIZE (N) There is an unwritten rule that you can't take care of family needs on company time. 7% 30% 48% 16% (2787) Employees who put their personal or family needs ahead of their jobs are not looked on 6 32 52 10 (2727) favorably. If you have a problem managing your work and family responsibilities, the attitude is "you 4 22 60 14 (2796) made your bed, now lie in it." Employees have to choose between advancing in their jobs or devoting attention to their family or personal lives. 5 30 55 10 (2737) Source: Families and Work Institute, 1993 To examine the relationships between social support in the workplace and important work life outcomes, the multiple ratings of supervisors, co-workers, and workplace culture were averaged to form three variables representing these three dimensions of support. Workers who have more supportive supervisors, better relationships with their co-workers, and workplace cultures that are more accommodating of personal and family needs feel less burned out by work, are more loyal to their employers, are more willing to work hard to help their companies succeed, and are more satisfied with their jobs. Workers who perceive their supervisors as more supportive and have better relationships with their co-workers are also more committed to doing their jobs well. Having a supportive supervisor and an accommodating workplace are additionally associated with taking more initiative on the job. Work Life 21 KEY FINDINGS Implications: Though developing a constructive social climate at work is not necessarily high on the workplace improvement agenda of some initiatives, these data reveal that it is an integral part of what makes companies work well. 22 Work Life KEY FINDINGS By and large, men and women don't manage differently, according to the workers they supervise. There's a debate about whether men and women supervise in different ways. Our measure of supervisory support offered an opportunity to assess whether supervisors who are male or female are viewed differently by those they supervise in terms of management support and work-family support. When the supervisor ratings made by workers with male supervisors were compared with ratings made by workers with female supervisors, statistically significant differences were found for only two of the nine items listed in Table 15. Women in supervisory positions are perceived to be slightly more accommodating when employees have family or personal business and to be more understanding when employees talk about family or personal matters affecting their work. (See Table 16.) In all other respects, male and female supervisors were rated similarly. No differences were found on the overall measure of supervisor supportiveness, which averaged responses to all nine items. TABLE 16: PERCEIVED SUPPORTIVENESS OF MALE VERSUS FEMALE SUPERVISORS Male Female My supervisor Supervisors Supervisors accommodates me when I have family or personal business. (n=656) * (n=328) Strongly agree 40% 45% Agree 55 45 Disagree 5 9 Strongly disagree 1 1 is understanding when I talk about family or personal matters that (n=615) ** (n=316) affect my work. Strongly agree 27% 39% Agree 63 48 Disagree 9 11 Strongly disagree 2 2 Significance Levels: * = p<.01; ** = = p<.001; *** = p<.0001; NS = not significant. Source: Families and Work Institute, 1993 Work Life 23 KEY FINDINGS We next addressed the question: Are men better managers of men, and women of women? Workers whose supervisors are of the same sex as themselves don't rate their supervisors any differently than workers who have supervisors of the opposite sex. Nor do male and female employees rate supervisors differently when they are of the same or the opposite sex. Finally, we considered whether supervisors-both men and women-who have the experience of balancing work and family life might be viewed differently by those they supervise. Employees view supervisors who currently have significant child care responsibilities as providing more job-related support and more personal/family support than supervisors who don't have such responsibilities. Statistically significant differences were found for six of nine items, and for the overall measure of supervisor supportiveness, which averaged responses to the nine items. Workers with and without children under 13 years of age are equally likely to agree that supervisors who have significant child care responsibilities are more supportive than supervisors who don't have such responsibilities. Employees view supervisors who currently have employed spouses as providing more job-related support and more personal/family support than supervisors who don't have employed spouses. Statistically significant differences were found for seven of nine items, and for the overall measure of supervisor supportiveness. Married workers with and without employed spouses are equally likely to agree that supervisors who have employed spouses are more supportive than supervisors who don't have employed spouses. In sum, it isn't being male or female that matters most, but being able to "put oneself in the shoes" of those that one supervises. From the perspective of workers, supervisors-both men and women-who have firsthand experience juggling work and family demands are judged to manage both work and people more effectively. 24 Work Life KEY FINDINGS Implications: It's possible to teach supervisors to take the perspectives of others. Supervisors might benefit from programs designed to sensitize them to balancing work-family issues. They might also be motivated to change their behavior by reward systems that explicitly recognize the importance and legitimacy of helping workers reconcile conflicts between their work and their personal/family lives. Work Life 25 KEY FINDINGS T he perception of discrimination or unequal opportunity in one's workplace seems to exact a toll on workers' attitudes and behavior- whether or not their perceptions would be found to have an objective basis. Other features of the quality of the work environment we investigated were equal opportunity and discrimination. Workers were asked to rate their own chances for advancement at their current workplace, as well as the chances of white men, white women, minority men, and minority women in general. As shown in Table 17, minority and non-minority (white, non- Hispanic) men and women do not see eye-to-eye. Minority men, minority women, and white women rated the chances of advancement for white men higher than white men themselves did. Minority men and minority women rated the chances of advancement for white women higher than either white women or white men did. White men and white women rated the chances of advancement for both minority women and minority men higher than minority men and women did. Sadly, there was one area of agreement: all workers rated minority workers' chances for advancement lower than the chances for non-minority workers. Regarding their own chances for advancement, minority men and minority women gave themselves lower ratings than non-minority workers gave themselves, with minority women rating their own chances lowest of all. 26 Work Life KEY FINDINGS TABLE 17: PERCEPTION OF EQUALITY OF OPPORTUNITY IN OWN WORKPLACE OVER- WHITE WHITE MINORITY MINORITY ALL MEN WOMEN MEN WOMEN White men's chance for advancement (n=2836) (n=1161) (n=1062) (n=320) (n=326) Excellent 38% 29% 42% 45% 48% Good 39 43 37 38 31 Fair 15 19 12 12 16 Poor 8 9 9 5 5 White women's chance for advancement (n=2864) (n=1154) (n=1075) (n=309) (n=326) Excellent 31% 29% 30% 35% 37% Good 35 34 36 32 39 Fair 20 20 20 19 19 Poor 15 18 15 14 5 Minority men's chance for advancement (n=2842) (n=1148) (n=1045) (n=326) (n=324) Excellent 27% 27% 31% 22% 15% Good 38 42 37 33 33 Fair 22 19 19 28 32 Poor 14 12 13 17 20 Minority women's chance for advancement (n=2828) (n=1133) (n=1050) (n=313) (n=332) Excellent 26% 28% 29% 22% 18% Good 32 32 34 28 29 Fair 23 21 21 29 32 Poor 19 20 16 21 21 Your own chance for advancement (n=2900) (n=1161) (n=1076) (n=327) (n=335) Excellent 24% 25% 24% 24% 20% Good 37 41 35 32 30 Fair 22 18 22 27 30 Poor 17 16 19 16 20 Perceptions differed significantly (p<.0001) in every case among the four groups compared. Source: Families and Work Institute, 1993 In addition, workers were asked, "Do you feel that you have been discriminated against in your current job for reasons that have nothing to do with your job performance?" As shown in Table 18, 15 percent of workers claimed to have experienced discrimination at their current place of employment, and 27 percent claimed to have been discriminated against at some time during their work lives. Work Life 27 KEY FINDINGS Minority workers were more likely than non-minority workers to have reported discrimination at their current organizations; however, there were no differences by minority status in reported discrimination during all their years of working. TABLE 18: PERCEIVED DISCRIMINATION IN THE WORKPLACE NON-MINORITY MINORITY OVERALL WORKERS WORKERS Percentage of workers who feel they (n=694) * (n=541) (n=153) have been discriminated against at their 15% 13% 22% current jobs Percentage of workers who feel they (n=694) have ever been discriminated against in 27 NS the workplace Significance Levels: * = p<.01; ** = p<.001; *** = p<.0001; NS = not significant. Source: Families and Work Institute, 1993 Further analyses were conducted to determine whether workers' perceptions of discrimination, equal opportunity, and personal opportunity are related to important outcomes in their work lives. Workers who believe they've been discriminated against, and/or who feel there are fewer chances of advancement for people of their ethnicity and gender, are more likely to feel burned out by their jobs, to care less about working hard and doing their own jobs well, to feel less loyal to their employers, to be less committed to helping their employers succeed, to take less initiative on the job, to be less satisfied with their jobs, and to plan to leave their current employers sooner. The same negative results are found for workers who feel that their own chances for advancement are low. When the relationships between perceived opportunities for personal advancement and selected work life outcomes were examined for both men and women in management positions, the findings paralleled those obtained for workers in general. 28 Work Life KEY FINDINGS Managers under 50 years old who believe they have better chances for personal advancement are more loyal employees, are more committed to helping their employers succeed, are more satisfied with their jobs, and plan to remain longer with their employers. The same pattern of relationships holds for both men and women in management positions. Women in management, however, are far more likely to see limited opportunities for career advancement at their current places of work, lending support to the view that there is a "glass ceiling" that prevents women from joining the management elite. (See Figure 1.) FIGURE 1: PERCEIVED OPPORTUNITIES FOR CAREER ADVANCEMENT AT CURRENT EMPLOYER AMONG MALE AND FEMALE MANAGERS UNDER 50 7% Poor 19% 9% Fair 20% 51% Good 34% 33% Excellent 26% 0% 20% 40% 60% 80% 100% Men (n=210) Women (n=149) All comparisons were statistically significant at p<.0001. Source: Families and Work Institute, 1993 While perceptions of discrimination and unequal opportunity may not provide sufficient grounds for litigation, they do, nevertheless, have negative effects on workers' attitudes and behavior. Work Life 29 KEY FINDINGS Implications: These findings lend support to the move away from a narrow focus by some companies on hiring statistics and compliance with civil rights laws toward a broad focus on making the workplace culture more supportive of diversity. Initiatives that alter objective measures of fairness in hirings and promotion are likely to have limited impact on workers' attitudes and job performance, unless they also affect workers' perceptions of fairness. 30 Work Life KEY FINDINGS T he majority of workers want to work with people like themselves, but those who have experienced more diversity in their workplaces tend to prefer it. Workers were asked about the extent to which their work groups consisted of people like themselves or people of different backgrounds, and whether they'd prefer to work with people like themselves or different from themselves. Findings are summarized in Table 19. Overall, 42 percent of employees worked in groups where all or nearly all of their co-workers were of the same sex, and 52 percent worked in groups where all or nearly all of their co-workers were of the same race as themselves. Only 11 percent of wage and salaried employees worked in groups where all or nearly all other workers were of the same age, and only 24 percent worked in groups where all or nearly all their co-workers were of the same educational background. Just more than half, 52 percent of employees, would prefer to work with people who are like themselves. Further analyses examined how much experience younger workers had with people of different backgrounds and whether or not they are more open than older workers to working with people who are different from themselves. (See Table 20.) Relatively few workers under 25 years of age have had a lot of contact with people of different ethnic and cultural groups in the neighborhoods where they grew up. By far, their greatest experience with ethnic/cultural diversity was in the schools they attended and in the places where they worked. Work Life 31 KEY FINDINGS TABLE 19: DIVERSITY IN THE WORKPLACE SAMPLE SIZE (N) Proportion of co-workers who are the same age All or nearly all 11% (697) Three-quarters 14 Proportion of co-workers who have the same educational background All or nearly all 24% (672) Three-quarters 18 Proportion of co-workers who are of the same sex All or nearly all 44% (697) Three-quarters 20 Proportion of co-workers who are of the same race All or nearly all 52% (694) Three-quarters 18 Overall preference to work with more people Like you 52% (692) Different from you 34 No preference 14 Source: Families and Work Institute, 1993 TABLE 20: YOUNG WORKERS' (UNDER 25 YEARS) CONTACT WITH PEOPLE OF DIFFERENT ETHNIC BACKGROUNDS WHILE GROWING UP A lot or Amount of contact with members of ethnic Not too quite a SAMPLE and cultural groups other than your own: Not at all much Somewhat lot SIZE (N) In the schools you attended 6% 16% 30% 48% (249) In the places you have worked 6 17 36 41 (248) In the places where you socialize 10 20 41 29 (248) In the neighborhoods where you grew up 26 29 21 24 (249) Source: Families and Work Institute, 1993 32 Work Life KEY FINDINGS Additional analyses revealed that, at this stage in their work lives, younger workers are no more or less likely than older workers to prefer diversity in their workgroups. Nor are there any differences in preference by gender, occupation, compensation level, education, race/ethnicity, or employer size. There is, however, a bit of good news for a nation whose workforce is growing more diverse day by day: Employees of all ages who have experienced more age and racial/ethnic diversity at their current workplaces tend to prefer more heterogeneous work groups. Implications: The workplace is the main social arena in which adults have substantive opportunities to interact with people of different social and ethnic backgrounds. Perhaps even more than school, it is the front line in our nation's efforts to develop an effectively diverse workforce for the 2 1st century, and it's unlikely that we will succeed unless employers assume strong leadership. Work Life 33 KEY FINDINGS PERSONAL AND FAMILY LIFE All workers have personal lives and relationships that they must balance with the demands of work, and most workers have family responsibilities at home. The National Study of the Changing Workforce also examined the personal and family situations of U.S. workers. Nearly 9 out of 10 U.S. workers (87 percent) live in households with family members-defined as persons to whom they are related by marriage or blood, as well as partners to whom they aren't legally married. All of these workers have some degree of day-to-day family responsibilities (Table 21). TABLE 21: FAMILY RESPONSIBILITIES OF U.S. WORKERS OVERALL (n=2958) Living Situations of Workers Live alone 9% Live with unrelated persons 4 Live with family members 87 with husband or wife 63 with partner 4 with children under 18 42 with children under 13 32 with children under 6 18 Source: Families and Work Institute, 1993 50 percent of the total labor force are workers who live in dual-earner families. (See Table 22.) 34 Personal & Family Life KEY FINDINGS TABLE 22: MARITAL STATUS AND EMPLOYMENT OVERALL Workers living with employed spouses/partners as percentage of 50% all workers (n=1442) Workers living with non-employed spouses/partners as percentage 17 of all workers (n=485) Workers with employed spouses/partners as percentage of all workers living with spouses/partners (n=1442) 75% Workers with non-employed spouses/partners as percentage of all workers living with spouses/partners (n=485) 25 Employed men with employed wives/partners as percentage of all employed men living with spouses/partners (n=691) 65% Employed women with employed husbands/partners as percentage of all employed women living with spouses/partners (n=750) 87 Source: Families and Work Institute, 1993 42 percent of all wage and salaried workers have children under 18 living at home; 32 percent have children under 13 (Table 23). 8 percent of workers have responsibility for the special care of and attention to an adult 18 or over who is disabled or elderly. In sum, almost half of the U.S. labor force (47 percent) has dependent and/or elder care responsibilities. Personal & Family Life 35 KEY FINDINGS TABLE 23: WORKERS WITH DEPENDENT CARE RESPONSIBILITIES OVERALL Workers with dependent children at home Children under 18 (n=1233) 42% Children under 13 (n=960) 32 Children under 6 (n=544) 18 Workers with children under 13 at home Employed spouses/partners (n=624) 66% Non-employed spouses/partners (n=205) 22 Single-parent workers (n=120) 13 Workers with adult dependent/elder care responsibilities (n=242) 8% Workers with any dependent care responsibilities [Child under 18, disabled adult, or elder] (n=1402) 47% Source: Families and Work Institute, 1993 Implications: Contrary to the views of some, all employees have commitments in their lives outside the job that sometimes conflict with work demands, and 87 percent have some degree of day-to-day family responsibility at home. Thus, benefits, policies, and programs designed to help workers balance their work, personal, and family lives shouldn't be viewed as special assistance for a small group of workers, but as general assistance for virtually all workers-including those who may keep their personal and family lives at arm's length. 36 Personal & Family Life KEY FINDINGS A sense of economic well-being is as much the product of living within one's means-assuming an income adequate to cover basic needs-as it is the product of how much money one has. The median household income of U.S. wage and salaried workers ages 18 through 64 was $42,500 in 1991-92; 15 percent of workers lived in households with incomes under $20,000; 16 percent, in households with incomes over $75,000. The average worker was responsible for contributing 64 percent of household income. Among workers living in dual-wage households, men contributed about $6 in $10; women, $4 in $10. When asked how difficult it would be for themselves and their families if they didn't have paid jobs, 69 percent of workers said it would be quite or extremely difficult, while only 4 percent said it wouldn't be difficult at all. In order to determine the extent to which women with young children believed they needed to work to help support their families, we examined the responses of married women with children under the age of 6. Among married women with children under 6 years of age, 54 percent felt it would be quite difficult or extremely difficult for their families if they didn't have a paid job, and only 3 percent said it wouldn't be difficult at all. Clearly, the majority of married women with young children who are in the labor force believe they must work in order for their families to maintain decent standards of living. The next question addressed was how much income is seen as "enough." Despite great variation in actual levels of household income, 79 percent of workers perceived their household incomes to be adequate-59 percent saying "adequate" and 20 percent, "quite adequate." Although workers in higher income households tended to see their family's economic situation as more adequate, the relationship between actual household income and the perceived adequacy of household income was not strong, and was only modestly affected by family size. Personal & Family Life 37 KEY FINDINGS Among workers who perceive their household incomes as adequate, single workers without children have significantly lower incomes on average than workers with families. Among workers with families, however, the average actual household incomes of those who perceived their incomes as adequate do not vary significantly in relation to family size, averaging $53,145 for families ranging from two to five or more people. Since the perception of income adequacy is only modestly related to actual income, we then wondered about the extent to which these two factors are important in predicting workers' well-being. Workers with higher household incomes are more satisfied with their lives and are coping more effectively than other workers; however, they are no less stressed than workers of more modest means. Workers who perceive their household incomes to be more adequate-whatever their actual incomes-are even more likely than workers with higher actual incomes to be satisfied with their lives and to be coping effectively. Moreover, although higher actual household income is not associated with lower levels of stress, perceived adequacy of income is. 38 Personal & Family Life KEY FINDINGS T raditional divisions of responsibility for household labor and child care still prevail, despite the fact that the majority of married women have joined their husbands in the paid labor force. As women moved into the labor force in record numbers in the 1970s and 1980s, researchers speculated that men's share of household work and child care would increase dramatically. Data collected over the past three decades suggest that men's share of work in the home has increased somewhat, while women's share has decreased correspondingly. The National Study of the Changing Workforce provides an update on men's and women's perceptions of who takes the most responsibility. Both employed men with employed wives or partners and employed men with at- home wives or partners agreed that their wives took the greater responsibility for household work, except repairs. Both groups of men looked quite similar in the responsibility they took for household work, with the exception that men with employed wives or partners reported taking somewhat more responsibility for cooking and cleaning than did men with wives at home. (See Table 24.) Personal & Family Life 39 KEY FINDINGS TABLE 24: A COMPARISON OF THE DIVISION OF HOUSEHOLD WORK FOR EMPLOYED MEN WITH EMPLOYED AND NON-EMPLOYED SPOUSES/PARTNERS Who Takes Major Responsibility? MEN- MEN- Men with SPOUSE/PARTNER SPOUSE/PARTNER Spouse/Partner WORKS AT HOME Cooking (n=392) (n=257) (n=135) I Do 11% 15% 5% Spouse Does 75 69 ** 88 50/50 12 15 7 Other 1 2 0.5 Repairs (n=392) I Do 91% Spouse Does 6 NS 50/50 0.7 Other 3 Cleaning (n=392) (n=257) (n=135) I Do 6% 7% 5% Spouse Does 70 63 * 85 50/50 21 27 9 Other 2 3 0.5 Shopping (n=392) I Do 10% Spouse Does 60 NS 50/50 30 Other 0.2 Paying Bills (n=392) I Do 32% Spouse Does 50 NS 50/50 17 Other 0.6 Significance Levels: * = p<.01; ** = p<.001; *** = p<.0001; NS = not significant. Source: Families and Work Institute, 1993 40 Personal & Family Life KEY FINDINGS The division of household work reported by employed and non-employed women with employed husbands (Table 25) is largely complimentary to that reported by employed men with employed and non-employed wives (Table 24, above). Employed women are somewhat less likely than non-employed women to take the main responsibility for cooking and cleaning, but are somewhat more likely to take responsibility for paying bills. TABLE 25: A COMPARISON OF THE DIVISION OF HOUSEHOLD WORK FOR WOMEN WITH EMPLOYED SPOUSES/PARTNERS Who Takes Major Responsibility? Women Whose Spouse/Partner Works EMPLOYED WOMEN WOMEN AT HOME Cooking (n=506) (n=284) (n=222) I Do 87% 81% 94% Spouse Does 6 9 ** 2 50/50 5 7 3 Other 2 3 1 Repairs (n=505) I Do 17% Spouse Does 71 NS NS 50/50 6 Other 5 Cleaning (n=505) (n=284) (n=221) I Do 83% 78% 89% Spouse Does 2 2 * 2 50/50 10 15 5 Other 5 6 4 Shopping (n=506) I Do 86% Spouse Does 3 NS NS 50/50 11 Other 0.3 Paying Bills (n=506) (n=284) (n=222) I Do 58% 63% 51% Spouse Does 23 17 ** 31 50/50 19 19 18 Other 0.7 1 - Significance Levels: * = p<.01; ** = p<.001; *** = p<.0001; NS = not significant. Source: Families and Work Institute, 1993 Personal & Family Life 41 KEY FINDINGS Despite these tendencies toward greater sharing of household work in dual-earner families, however, few employed men with either employed or non-employed spouses take primary or equal responsibility for the main household chores of cooking, cleaning, and shopping. (See Figure 2.) This is why women are described as working a "second shift" at home. As Figure 3 also makes clear, men believed they were sharing household work 50/50 more than women believed this to be the case, except for paying the bills and doing repairs. We then investigated whether women who bring in a larger share of family income take less responsibility for household work. Although men whose wives contributed 50 percent or more of family income did significantly more cooking than men whose wives contributed less, they took less responsibility for household repairs than other men. Women, even when they contributed as much or more to family income as their husbands, still did the lion's share of household work. (See Figure 4.) Finally, we wondered whether younger men take more household responsibility than older men. Findings from the National Study of the Changing Workforce dispute the notion that men's lower level of responsibility for household work is generational and that younger men are doing more than their older counterparts. The only area in which younger men differed from older men was in taking more responsibility for repairs. No differences were found for cooking, cleaning, shopping, or bill- paying. 42 Personal & Family Life FIGURE 2: COMPARISON OF WOMEN AND MEN IN DUAL-EARNER FAMILIES WITH RESPECT TO WHO TAKES THE GREATER RESPONSIBILITY FOR HOUSEHOLD WORK 100% 91% 87% 81% 80% 78% Percentage Taking The Greatest Responsibility 63% . 60% 40% 35% 20% 15% 14% 12% 7% 0% Cooking Repairs Cleaning Shopping Paying Bills Employed men Employed women (n=257) (n=284) All findings were significant at the p < .0001 level Source: Families and Work Institute, 1993 43 FIGURE 3: COMPARISON OF WOMEN AND MEN IN DUAL-EARNER FAMILIES WITH RESPECT TO THEIR ASSESSMENTS OF SHARING HOUSEHOLD WORK 50/50 100% 80% Percentage Saying They Share 50/50 60% 40% 31% 27% 18% 19% 20% 15% 15% 7% 4% 3% 0.4% 0% Cooking Repairs Cleaning Shopping Paying Bills (p < .01) (p < .01) (p < .001) (p < .0001) (NS) Employed men Employed women (n=257) (n=284) NS = no statistically significant difference between groups. Source: Families and Work Institute, 1993 44 FIGURE 4: DIVISION OF HOUSEHOLD WORK IN RELATION TO WOMEN'S CONTRIBUTION TO FAMILY INCOME 100% 87% 80% 80% 76% 78% 74% 70% 68% 66% 65% 60% 52% . a 40% 27% 21% 22% 20% 17% 11% 12% 9% 9% 5% 3% 0% Cooking Repairs Cleaning Shopping Paying Bills (n=397; P < .01) (n=397; P < .01) (n=397; NS) (n=397; NS) (n=397; NS) Women take more responsibility and contribute less than 50% of family income Women take more responsibility and contribute 50% or more of family income Men take more responsibility, wives contribute less than 50% of family income Men take more responsibility, wives contribute 50% or more of family income NS = no statistically significant difference among groups. Source: Families and Work Institute, 1993 45 KEY FINDINGS We also examined the division of responsibility for the care of children. Not unexpectedly, there were significant differences between employed men and employed women in dual-earner families: 71 percent of women reported taking the major responsibility for their children as compared to 5 percent of men. (See Figure 5.) The contrast between men's and women's perceptions of sharing responsibility is striking: 43 percent of men in dual-earner families reported a 50/50 sharing in the care of children while only 19 percent of women in dual-earner families made a similar claim. The difference between employed mothers with and without husbands was less than might be expected: 71 percent of employed married women with employed husbands reported taking the major responsibility for their children's care, compared with 87 percent of single employed mothers. FIGURE 5: GENDER AND PERCEPTIONS OF RESPONSIBILITY FOR THE CARE OF CHILDREN UNDER 16 YEARS OLD IN DUAL-EARNER HOUSEHOLDS 71% Taking major responsibility 5% 19% Sharing 50/50 43% 0% 20% 40% 60% 80% 100% Women Men (n=155) (n=134) All comparisons were statistically significant at p<.0001. Source: Families and Work Institute, 1993 46 Personal & Family Life KEY FINDINGS We then compared how much time men and women in dual-earner families reported spending on household chores and child care. (See Table 26.) TABLE 26: HOURS DEVOTED TO CHORES AND CHILDREN BY MEN AND WOMEN IN DUAL WAGE COUPLES WITH FAMILY RESPONSIBILITIES Workers with Employed Spouse Workers with Employed Spouse But No Children and Children Workday hours devoted to Male Female Male Female (n=242, se=.0698) (n=303, se=.0853) (n=325, se=.0932) (n=421, se=.0768) Chores 1.73 2.41 2.00 2.60 (n=353, se=.0933) (n=416 se=.1070) -- -- Children 2.59 3.75 Off-day hours devoted to (n=236, se=.1538) (n=304, se=.1517) (n=354, se=.1394) (n=419, se=.1246) Chores 4.39 5.31 4.67 5.36 (n=375, se=.2287) (n=420, se=.2295) -- Children 7.01 9.20 All comparisons were significant at the p<.0001 level Source: Families and Work Institute, 1993 On workdays, men in dual-earner families without children reported spending significantly less time (1.73 hours) on chores than women in dual-earner families without children (2.41 hours). The same was true for days off work: men spent an average of 4.39 hours, while women spent 5.31 hours. Among workers in dual-earner families with children under 18, men again spent less workday time (2.00 hours) than women (2.60 hours). Men also devoted less time to chores on days off work (4.67 hours) than women (5.38 hours). Furthermore, men also spent significantly less time than women caring for and doing things with their children on both workdays (2.59 hours for men; 3.75 hours for women) and days off work (7.01 hours for men; 9.20 hours for women). Although men don't spend equal time on household chores and child care, on average they do make substantial contributions of time. Personal & Family Life 47 KEY FINDINGS Implications: Men and women in the workforce with family responsibilities tend to have very different work loads at home. Employed women are much more likely than men to have the main responsibility within their families for the most demanding household chores-cooking, cleaning, shopping-as well as for child care. However, men with employed wives, and especially men whose wives contribute more to household income, show signs of taking more responsibility for family work. 48 Personal & Family Life KEY FINDINGS W orkers who are married or living with someone appear to fare better in their personal/family lives than single workers. Whatever the division of family work, being married or living with a partner seems to provide support to employees. Workers who live with spouses or partners feel more successful in their personal and family lives than single workers. In addition, they are more satisfied with their lives in general than other workers. Workers who live with spouses or partners are less stressed than single workers, and they reported that they are coping better with life's demands. However, workers whose spouses or partners are employed are more stressed than those (nearly all men) whose spouses and partners are not employed. Single working parents are less satisfied with how they are doing as parents than working parents who are married or living with someone. Although this study did not examine the quality of marital relations in detail, other research indicates that on balance most spouses or partners are sources of social support rather than sources of stress. Thus, it seems reasonable that having a supportive spouse or partner at home would have positive effects on personal well-being in much the same way that having a supportive supervisor or supportive co-workers appear to have positive effects on work life outcomes. Personal & Family Life 49 KEY FINDINGS M en as well as women are caring for elderly dependents, although the time spent and tasks performed differ. The care of elders is one arena in which men are taking more of a role in family work. Of the 7 percent of workers who care for an elderly parent, grandparent, in-law, relative, friend, or spouse, 50 years or older, 56 percent are women and 44 percent are men. The common assumption that women are far more likely to be the caregivers is erroncous. Although 77 percent of caregivers cared for only one elder, 23 percent had responsibility for two or more elders. 92 percent of the elders cared for were family members-54 percent were parents; and 15 percent were in-laws; grandparents accounted for 10 percent of the elders cared for, while 11 percent were aunts, uncles, or other relatives. Only 8 percent were friends and neighbors. 72 percent of the elders cared for were female. The average age of the elders was 74. Forty-eight percent of the elders fell between 64 and 78 years of age, while 34 percent were over age 80. Most elders live near the person with caregiving responsibility: 19 percent lived with their caregivers, and 46 percent lived 20 minutes or less from the caregiver. Only 18 percent of elders lived over one hour away. Overall, 69 percent of elders were in fair or poor health. Thirty-six percent were quite able to care for themselves, and 11 percent were completely able, leaving more than half (54 percent) who were not too able, or not able at all, to care for themselves. (See Figure 6.) 50 Personal & Family Life KEY FINDINGS FIGURE 6: ELDER'S ABILITY TO CARE FOR HIMSELF/HERSELE (Total number of elders reported about by their caregivers=265) Completely able 11% Quite able 36% Not too able 37% Not able at all 17% 0% 20% 40% 60% 80% 100% Source: Families and Work Institute, 1993 Elders received, on average, eight hours of direct personal care (bathing, dressing, feeding) each week from the caregiver. An additional 3.7 hours of indirect care (phone calls, shopping, etc.) were provided by the caregiver, bringing the average total number of hours of care to 11.7 hours per week. Men and women did differ in the amount of care they provide. Women provided more direct care (14.2 hours per week) than men (7.5 hours per week). Combining hours of direct and indirect care, female caregivers spent an average of 19.9 hours versus 11.8 hours for men. (See Figure 7.) Personal & Family Life 51 KEY FINDINGS FIGURE 7: HOURS SPENT PER WEEK BY EMPLOYED MEN AND WOMEN IN CARING FOR ELDERS 19.9 hrs in total 20 5.7 15 11.8 hrs in total Hours per week 10 4.3 14.2 5 7.5 0 Men (n=91) Women (n=115) Indirect care Direct care Source: Families and Work Institute, 1993 18 percent of the U.S. workforce expects to be providing care for an aging relative in the next five years. There are no significant differences among men and women in anticipated caregiving. Older workers, managers, professionals and workers who earn more are more likely to anticipate caregiving responsibilities than other workers. (See Table 27.) 52 Personal & Family Life KEY FINDINGS TABLE 27: EMPLOYEES WHO EXPECT TO HAVE ELDER CARE RESPONSIBILITIES WITHIN THE NEXT FIVE YEARS SELECTED SAMPLE CHARACTERISTICS PERCENT SAMPLE SIZE (N) All employees 18% (2563) Occupation: Managers and professionals 22% (761) Workers in other occupations 16 (1802) Hourly Earnings: Less than $7 per hour 14% (462) $7 through $15.99 per hour 17 (1039) $16 or more per hour 24 (504) Age: Under 30 years old 10% (730) 30-49 years old 20 (1485) 50 or more years old 26 (409) All comparisons were statistically significant at P < .0001. Source: Families and Work Institute, 1993 Implications: Strong demographic trends virtually guarantee that a growing proportion of men and women in the U.S. labor force will be faced with elder care responsibilities-sometimes on top of child care responsibilities. The implications of these additional demands on workers' time and income warrant careful scrutiny by both employers and public policymakers. Personal & Family Life 53 KEY FINDINGS Clearly, the benefits of having children outweigh the costs. However, the demands of raising children while holding down a paid job can have negative effects on the well-being of working parents- at least in the short run. Workers without children under 18 and workers with fewer children under 18 are happier with their relationships with their spouses/partners. Workers who have children exhibit higher levels of stress than workers without children and are not coping as well as other workers. Working parents with younger children and with fewer children are more satisfied with the job they are doing as parents than workers with older children and more children. In contrast to these findings, workers with children feel somewhat more successful in their personal and family lives than workers without children, perhaps because having children does bring joy and fulfills deep-seated values. Implications: These findings reflect the situation of employed parents who generally have few supports outside their immediate family. Conceivably, working parents would fare better if more support were available to them in the community or the workplace. For example, findings presented later in this report indicate that working parents who have more satisfactory child care arrangements are much better off than those who are not satisfied with the child care they are able to find and afford. 54 Personal & Family Life KEY FINDINGS Child care can be problematic for employed parents, and child care problems can have far-reaching effects. By far, most frequently cited as their main problem with child care-by 62 percent of parents-was finding high quality care. 27 percent of employed parents reported seriously considering using other arrangements when selecting child care for their youngest child under 13. Of those, 58 percent found no acceptable other choices. When parents make child care arrangements, they may put together a series of arrangements-different arrangements for different children for different days of the week. The National Study of the Changing Workforce examined all the regular child care arrangements families had, whether they covered work hours or not. Parents with children under 13 managed 2.94 non-parental child care arrangements per family for all their children (1.63 children on average). The range was from 1 to 12 arrangements per family. Employed parents with children under the age of 5 had 1.66 non-parental arrangements for their youngest child, while parents with children ages 5 to 12 had 2.04 non-parental arrangements for their youngest child. Having child care arrangements break down can also be problematic for parents. 26 percent of employed parents with children under the age of 13 had experienced a breakdown in their usual child care arrangements in the preceding three months; 32 percent of parents of children under the age of 5, and 20 percent of parents with children ages 5 to 12 had this experience. Despite these problems, 72 percent of all employed parents with children under 13 indicated that they were very happy with the quality of their child care arrangements. Personal & Family Life 55 KEY FINDINGS Further analyses examined the relationships between three aspects of child care arrangements-number of breakdowns in past three months, satisfaction with arrangements, and annual cost of care as a proportion of household income-and important personal and family life outcomes. Working parents who are more satisfied with their child care arrangements are also more satisfied with how they were doing as parents, are happier about relationships with their spouses or partners, feel more successful in their personal and family lives, are more satisfied with their lives in general, are less stressed, and are coping better than parents who are less satisfied. Working parents who experience fewer breakdowns in their child care arrangements and who spend smaller proportions of their household incomes to purchase child care services are more satisfied with their lives in general, are less stressed, and are coping better than other parents. Implications: High quality, reliable, and affordable child care can make a positive difference in the lives of working parents. 56 Personal & Family Life KEY FINDINGS A Ithough workers with children take relatively little time off work to meet their child care responsibilities, women take more time away from work than men because of their much greater responsibilities for children. One way that family or personal life affects workers on the job is through absenteeism. When children are too ill to be cared for by their usual child care providers, when child care arrangements break down, or when children are too upset to go off to school on their own, family demands typically supersede job demands. On average, workers with children under 13 years of age missed very little work because of their child care responsibilities-taking less than one full day off, and less than one day when they arrived at work late or left early during the preceding three months. (See Table 28.) Among workers with children under 13 years of age, women missed twice as much work time as men, but still only 1.08 full days and 0.86 part days during the preceding three months. There was no significant difference in the amount of work time missed by single working mothers and women with employed spouses. Nor was there a significant difference in the amount of work time missed by men with employed wives and men whose wives were not employed. Personal & Family Life 57 KEY FINDINGS TABLE 28: WORK TIME MISSED DURING THE PRECEDING THREE MONTHS BECAUSE OF CHILD CARE RESPONSIBILITIES AMONG WORKERS WITH CHILDREN UNDER 13 YEARS OLD Overall Men Women Child Illness: Average number of days missed 0.56 0.33 *** 0.78 (n=959;se=.048) (n=475;se=.053) (n=483;se=.078) Average number of short days 0.36 NS (n=956; se=.038) Problem with Child Care: Average number of days missed 0.12 NS (n=959; se=.019) Average number of short days 0.09 NS (n=956;se=.021) Other Child-Related Reasons: Average number of days missed 0.18 0.09 ** 0.27 (n=958; se=.023) (n=475;se=.019) (n=482;se=.041) Average number of short days 0.22 NS (m=955;se=.036) All Child-Related Reasons: Average number of days missed 0.80 0.51 *** 1.08 (n=955;se=.056) (n=475;se=.065) (n=480; se=.090) Average number of short days 0.64 0.42 ** 0.86 (n=955;se=.060) (n=473; se=.062) (n=481;se=.101) Significance Levels: * = p<.01; ** = = p<.001; *** = p<.0001; NS = not significant. Source: Families and Work Institute, 1993 58 Personal & Family Life KEY FINDINGS Implications: Some amount of absenteeism due to child care is an inevitable cost of doing business when business depends on the labor of workers who have young children. To the extent that employees are penalized for missing work, they are likely to make decisions that minimize the penalty. Thus, the fact that female employees miss more work than male employees because of child care responsibilities is not a problem created by female employees, but the result of family decisions. Among dual- earner families, the short-run opportunity costs of missing work-lost wages or diminished chances for job advancement-are generally greater for men than for women who earn on average about two-thirds of what their husbands earn. Personal & Family Life 59 KEY FINDINGS WORK-FAMILY BALANCE F amilies tend to bear the brunt of work-family conflict. Research indicates that workers tend to bring work problems home. There is also evidence that problems in workers' personal and family lives affect their psychological states and behavior at work. In the National Study of the Changing Workforce, workers were asked about spillover in both directions-from job to family or personal life and from family or personal life to work. Their answers to multiple questions about spillover in each direction were averaged to create overall measures of job-to-home spillover (frequency of experiencing no personal time, no family time, household work left undone, bad mood and no energy due to work) and home-to-job spillover (family/personal responsibilities associated with refusal of overtime hours or travel, lowered productivity, problems with supervisor, ètc.). Scores of both measures range from 0 to 1, with 1 representing more spillover. It should be noted that these two measures are not entirely comparable: home-to-job spillover questions refer to the preceding year, while job-to- home spillover questions refer to the preceding three months. In light of this difference, one might well expect reported home-to-job spillover to be greater. In fact, the opposite is true. As shown in Figure 8, workers reported that they are much more likely to experience job-to-home spillover than have home-to-job spillover. 60 Work-Family Balance KEY FINDINGS FIGURE 8: A COMPARISON OF THE MEANS OF JOB-TO-HOME AND HOME-TO-JOB SPILLOVER Job-to-home spillover (n=814) 0.483 Home-to-job spillover (n=2594) 0.152 0 0.5 1 No High spillover spillover Source: Families and Work Institute, 1993 While this finding is not surprising, it is disturbing. It appears that family members and friends must endure the stresses and problems that arise from work as well as from personal/family life. Most workers under stress at work and/or at home need a place to turn to in their workplaces and in their communities as well as in their families. Work-Family Balance 61 KEY FINDINGS W orkers are more likely to sacrifice time for themselves than time for work and family, with apparent negative consequences for personal well-being. The amount of time employees are able to set aside for themselves declines significantly as family responsibilities increase. (See Table 29.) Employees with no spouse or children at home manage to set aside an average of 2.84 hours for themselves on workdays and 6.55 hours on days off work. In contrast, employees in dual earner families without children have significantly less time for themselves on both workdays (2.11 hours) and days off (4.94 hours), while employees with children in addition to employed spouses have even less time for themselves -- 1.44 hours on workdays and 3.44 hours on days off. While time for oneself decreases with greater family responsibility, time spent on household chores increases, as does the total amount of time devoted to family members. With the addition of children, however, time for spouse declines significantly among workers in dual-earner families. 62 Work-Family Balance KEY FINDINGS TABLE 29: HOURS DEVOTED TO ONESELF, CHORES, SPOUSE, AND CHILDREN Workday hours Workers with No Workers with Workers with devoted to Spouse or Children Employed Spouse But Employed Spouse and No Children Children (n=718, se=.0721) (n=561, se=.0612) (n=652, se=.0410) Oneself 2.84 2.11 1.44 (n=693, se=.0456) (n=545, se=.0584) (n=746, se=.0604) Chores 1.61 2.11 2.34 (n=593, se=.0843) (n=748, sc=.0715) -- Spouse 4.17 3.32 (n=769, se=.0749) -- -- Children 3.22 Off-day hours devoted to (n=679, se=.1306) (n=542, se=. 1291) (n=714, se=.0913) Oneself 6.55 4.94 3.44 (n=752, se=.0959) (n=591, 1096) (n=774, se=.0937) Chores 3.80 4.86 5.05 (n=607, SC=. 1700) (n=794 se=.1537) -- Spouse 10.76 9.62 (n=796, sc=.1667) -- -- Children 8.16 All comparisons were significant at the p<.0001 level Source: Families and Work Institute, 1993 When workers were asked about the way their work life affected them at home, the same pattern emerged. Workers seem to skimp on household work first, then "time for self," and finally "time for family and friends" (Figure 9). Even so, 66 percent of employed parents with children ages 18 and under indicated they didn't have enough time with their children and 50 percent said they didn't have enough time with their spouse or partner. Work-Family Balance 63 KEY FINDINGS FIGURE 9: PERCENTAGE OF WORKERS' EXPERIENCING TIME PROBLEMS OFTEN OR VERY OFTEN Household work not done due to job (n=814) 40% No time for family due to job (n=814) 24% No personal time due to job (n=814) 35% 0% 20% 40% 60% 80% 100% Source: Families and Work Institute, 1993 Further analyses revealed that the amount of time workers spent on themselves was related to personal well-being. Workers who spend more workday time on themselves are more satisfied with their lives in general, are less stressed, and feel they are coping more effectively. Implications: Although cutting back on time for oneself may seem to be the only way to cope with pressing job and family demands, findings from this study suggest that carving out some time for oneself represents an investment in mental health and well-being that may well offset occasional or modest reductions in attention to work and family. 64 Work-Family Balance KEY FINDINGS THE BUSINESS ROLE IN ADDRESSING FAMILY AND PERSONAL ISSUES This section explores the availability of personal or family-responsive initiatives; the value employees place on these initiatives; and the links between these policies, programs and benefits and indicators of worker satisfaction and performance. W orkers place a high value on initiatives developed by corporations to help employees with their personal/family lives: both traditional fringe benefits (health insurance and pension plans) and more contemporary forms of employer assistance like flexible time and leave policies, and dependent care programs. The majority of wage and salaried workers were offered health insurance (86 percent for self, or self and family). Overall, 71 percent were offered pension plans. Of those workers without health insurance coverage, 52 percent would change employers to get it, and another 9 percent might. Among those without pension plans at work, 52 percent would or might change employers to obtain this benefit. In addition, a majority of workers without health insurance and pension plans said they would be willing to trade compensation or other benefits to obtain coverage. (See Table 30.) The Business Role 65 KEY FINDINGS TABLE 30: TRADITIONAL BENEFITS OFFERED, RATES OF PARTICIPATION, AND TRADE-OFFS WILLING TO MAKE FOR ALL EMPLOYEES Workers Not Workers Not Offered Participation Offered Benefits- Benefits-Would Offered Among Those Would Change Trade Salary and BENEFIT Benefit Offered Employer to Obtain Benefits to Obtain HEALTH INSURANCE (n=2906) (n=2003) (n=161) (n=160) For self only 7% 80% Yes 52% Yes 53% For self & family 79 Maybe 9 Maybe 9 Not offered 14 PENSION PLAN (n=2838) (n=2012) (n=314) (n=311) 71% 83% Yes 44% Yes 53% Maybe 8 Maybe 6 NA indicates "Not Asked" Source: Families and Work Institute, 1993 In needs assessments and work-family studies, workers typically state that flexibility is most critical to their ability to manage responsibilities at home and at work. Most workers said their employers make some provision for them to take time off for childbirth and parenting (88 percent), and time off to care for sick family members (90 percent). It is not known how generous these policies are and how formal they are, but other research conducted by the Families and Work Institute indicates that time and leave arrangements are largely dependent upon the discretion of supervisors. (These questions were asked prior to the passage of the 1993 Family and Medical Leave Act, which guarantees unpaid, job-protected leaves of 12 weeks in a year-long period for workers who have worked more than 1250 hours over the past year to employers with 50 or more employees within a 75-mile radius.) A majority of workers (57 percent) said their employers make some provision for part-time work. 66 The Business Role KEY FINDINGS 47 percent of workers said they were allowed to take extended lunch breaks for personal reasons, and 44 percent said they could work fewer hours one day and make it up later. Only 29 percent of workers reported that they could choose the times when they began and ended the workday (flextime), while 24 percent said they were regularly allowed to work at home. As shown in Table 31, sizable proportions of employees without access to flexible time and leave programs reported that they would or might switch employers, trade salary or other benefits, or trade off job advancement to obtain them. The Business Role 67 KEY FINDINGS TABLE 31: FLEXIBLE TIME AND LEAVE POLICY TRADEOFFS FOR ALL EMPLOYEES Without Access Without Access Without Access Who Would Who Would Working for Who Would Trade Salary/ Trade Job Employers Who Change Employer Other Benefits to Advancement to Policy Have Policy to Obtain Obtain Obtain TIME OFF FOR (n=2748) (n=131) NA CHILDBIRTH AND 88% NA Yes 33% PARENTING Maybe 1 TIME OFF TO CARE FOR (n=2799) (n=150) NA SICK FAMILY MEMBERS 90% NA Yes 47% Maybe 7 FLEXIBLE SCHEDULE: (n=2815) (n=1016) NA (n=1010) WORK PART TIME 57% Yes 12% Yes 16 Maybe 3 Maybe 3 FLEXIBLE SCHEDULE: (n=2901) (n=865) NA (n=862) SET OWN START & END 29 Yes 26 Yes 28 TIMES Maybe 6 Maybe 4 FLEXIBLE SCHEDULE: (n=2864) WORK FEWER HOURS 44 ONE DAY AND MAKE Up NA NA NA LATER FLEXIBLE SCHEDULE: (n=2869) EXTENDED LUNCH NA NA NA 47 BREAK FLEXIBLE PLACE: WORK (n=2889) (n=869) NA (n=866) REGULARLY AT HOME 24 Yes 23 Yes 22 Maybe 5 Maybe 4 NA indicates "Not Asked" Source: Families and Work Institute, 1993 The percentage of workers willing to change employers in order to gain access to work-family programs is even higher for workers with children under age 13. (See Table 32.) 68 The Business Role KEY FINDINGS TABLE 32: PARENTS' AND NON PARENTS' WILLINGNESS TO SWITCH JOBS FOR FLEXIBLE TIME AND LEAVE PROGRAMS All employees Policy without Employees With Employees Without access Children Under 13 Children Under 13 FLEXTIME (n=865) (n=291) (n=574) Yes 26% 35% *** 21% Maybe 6 10 4 WORK PART TIME (n=1016) Yes 12 NS Maybe 3 WORK AT HOME (n=869) (n=290) (n=579) Yes 23 29 * 20 Maybe 5 4 6 Source: Families and Work Institute, 1993 The Business Role 69 KEY FINDINGS Dependent care benefits are available to far fewer employees than either traditional benefits or flexible time and leave options. (See Table 33.) Although many workers in the sample had no immediate needs for dependent care assistance, the overall proportion of workers willing to trade salary and other benefits to obtain dependent care benefits is substantial. TABLE 33: ACCESS, USE, AND WILLINGNESS TO TRADE SALARY OR OTHER BENEFITS FOR DEPENDENT CARE ASSISTANCE FOR ALL EMPLOYEES Working For Workers Who Make Workers Without Access Employers Who Use of Policy (Among Who Would Trade Salary Policy Have Policy Those With Access) and Other Benefits FLEXIBLE SPENDING ACCOUNT FOR (n=2683) (n=761) DEPENDENT CARE NA 28% 53% CHILD CARE RESOURCE & (n=2557) (n=519) (n=798) REFERRAL 20 11 Yes 17 Maybe 2 ELDER CARE RESOURCE & (n=2481) (n=264) (n=867) REFERRAL 11 6 Yes 15 Maybe 2 EMPLOYER-SPONSORED CHILD (n=2760) (n=287) (n=971) CARE AT/NEAR WORKSITE 10 12 Yes 23 Maybe 3 VOUCHERS TO PURCHASE CHILD (n=2661) (n=108) (n=1006) CARE SERVICES 4 8 Yes 23 Maybe 4 NA indicates "Not Asked" Source: Families and Work Institute, 1993 Not surprisingly, workers who had immediate dependent care responsibilities were more willing to trade salary or other benefits for dependent care assistance. (See Table 34.) 70 The Business Role KEY FINDINGS TABLE 34: PARENTS' AND NON PARENTS' WILLINGNESS TO TRADE SALARY AND OTHER BENEFITS FOR DEPENDENT CARE ASSISTANCE Employees Policy without Access to this Employees With Employees Without Assistance Children Under 13 Children Under 13 CHILD CARE RESOURCE (n=798) (n=290) (n=508) AND REFERRAL *** Yes 17% 28% 12% Maybe 2 3 1 ELDER CARE RESOURCE (n=867) AND REFERRAL NS Yes 15 Maybe 2 ON- OR NEAR-STTE CHILD (n=971) (n=346) (n=625) CARE *** Yes 23 37 16 Maybe 3 3 3 CHILD CARE VOUCHERS (n=1006) (n=357) (n=650) Yes 23 46 *** 22 Maybe 4 5 5 Significance Levels: * = p<.01; ** = p<.001; *** = p<.0001; NS = not significant. Source: Families and Work Institute, 1993 Further analyses were conducted to determine whether having greater access to these benefits, policies, and programs is related to important work life outcomes. Workers who are offered more traditional fringe benefits, more flexible time and leave options, and/or more dependent care assistance are more committed to doing their jobs well, are more satisfied with their jobs, and take more initiative at work. Workers with more flexible time and leave options and more dependent care benefits feel more loyal to their employers and are more committed to helping their employers succeed. Having greater access to traditional benefits is not associated with attitudes toward employers. The Business Role 71 KEY FINDINGS Workers with more traditional and dependent care benefits, but not flexible time and leave options, plan to remain longer with their current employers. Implications: While traditional fringe benefits like health insurance and pension plans are highly valued by all employees, policies providing for more flexible work schedules and family-related leave, as well as programs to assist workers in arranging and purchasing dependent care services, also have considerable value for many workers. The findings reported here also indicate that all three forms of assistance are associated with more positive work attitudes and behavior, meaning that investments in such programs undoubtedly benefit employers as well as employees. 72 The Business Role KEY FINDINGS A Ithough women value flexible time and leave more highly than men, there are no differences between men and women in the tradeoffs they are willing to make for dependent care assistance. Since managers sometimes view work-family programs as "women's benefits" that are of little value to their male employees, we investigated whether women were more willing to make tradeoffs for these programs than men. Employees who did not have access to specific work- family programs on their current jobs were asked what tradeoffs they would make to gain these programs. Although employees were not asked about the same types of tradeoffs for all programs, their responses to the questions provide some indication of the degree to which men and women value different options. Comparisons of the tradeoffs that men and women with children under 13 years of age are willing to make to obtain access to work-family programs suggest that flexible work arrangements tend to be valued more highly by women than men (Table 35), but that dependent care assistance tends to be valued equally by men and women. (See also Table 36.) The Business Role 73 KEY FINDINGS TABLE 35: TRADEOFFS THAT MEN AND WOMEN WITH CHILDREN UNDER 13 WOULD MAKE TO GAIN ACCESS TO FLEXIBLE TIME AND LEAVE OPTIONS NOT OFFERED BY THEIR CURRENT EMPLOYERS Tradeoffs Overall Men Women Willingness to Change Employer for More Flexible Work Arrangements: Flextime Yes 35% NS Maybe 10 (n=291) Work at Home Yes 29% NS Maybe 4 (n=290) Part-Time Work Yes 15% 10% * 21% Maybe 2 <1 4 (n=331) (n=185) (n=146) Willingness to Sacrifice Advancement for More Flexible Work Arrangements: Flextime Yes 36% 26% ** 44% Maybe 4 7 1 (n=288) (n=135) (n=153) Work at Home Yes 26% 17% * 36% Maybe 3 4 3 (n=290) (n=148) (n=142) Part-Time Work Yes 19% 11% ** 29% Maybe 2 2 2 (n=328) (n=185) (n=143) Significance Levels: * = p<.01; = p<.001; *** = = p<.0001; NS = not significant. Source: Families and Work Institute, 1993 74 The Business Role KEY FINDINGS TABLE 36: TRADEOFFS THAT MEN AND WOMEN WITH CHILDREN UNDER 13 WOULD MAKE TO GAIN ACCESS TO DEPENDENT CARE ASSISTANCE NOT OFFERED BY THEIR CURRENT EMPLOYERS Tradeoffs Overall Men Women Willingness to Change Employers for Access to Flexible Spending Account for Dependent Care Yes 30% NS Maybe 13 (n=243) Willingness to Trade Salary or Other Benefits for Dependent Care Benefits: Child Care Resource & Referral Yes 28% NS Maybe 3 (n=277) On-/Near-Site Child Care Yes 38% NS Maybe 3 (n=329) Vouchers to Purchase Child Care Yes 37% NS Maybe 6 (n=340) Significance Levels: * = p<.01; ** = = p<.001; *** = p<.0001; NS = not significant. Source: Families and Work Institute, 1993 While women with children under 13 years old appear to be much more willing than men with children under 13 to sacrifice earnings and advancement for flexible work arrangements, men and women appeared to value dependent care assistance equally based on their reported willingness to change employers in order to get flexible spending accounts for dependent care, or to trade compensation or other benefits to get child care resource and referral services, employer-sponsored child care at or near the worksite, and vouchers to help pay for child care expenses. The Business Role 75 KEY FINDINGS Implications: Work-family programs-such as flexible time and leave options and dependent care assistance-do not unfairly benefit female over male employees. On the contrary, dependent care benefits, which have direct costs for employers that may limit other benefit offerings, are valued equally by men and women. While flexible time and leave options are valued and used more by women than men, such programs tend to impose direct costs (e.g., lost wages) and indirect costs (e.g., diminished chances of job advancement) on the employees who use them rather than on employers and on the finite resources available to support other benefits. 76 The Business Role KEY FINDINGS S ome groups of workers have much greater access than others to traditional fringe benefits (health insurance and pension plans), flexible time and leave policies, and dependent care assistance. In the United States, employers, rather than government, are mainly responsible for deciding what fringe benefits workers receive, and what policies govern work schedules and leaves of absence for illness, vacation, and other reasons. In our voluntary, employer-based system, there is no assurance of equal access or of coverage for those workers with the greatest needs. For example, although health care insurance in some form was available to 86 percent of workers, lack of job-related health insurance was a serious problem for low-wage workers earning less than $7 per hour-32 percent of whom were offered no coverage, even for themselves. It was also a problem for employees of organizations with fewer than 50 employees (nationwide)-36 percent of whom were not even offered individual coverage. To compare workers' access to traditional fringe benefits, we created a single measure ranging from 0 to 3, with one point allocated for each of the following benefits: health insurance coverage for self, health insurance coverage for family, and pension plan. As shown in Figure 9, more advantaged workers-managers and professionals, workers who earned more, and workers with more education-have greater access to traditional benefits than other workers. Access is also greater among older workers, and much greater among employees of larger companies/organizations (more employees nationwide). No significant differences were found in comparisons of men and women, minority and non-minority workers, and workers with and without dependent care responsibilities. The Business Role 77 KEY FINDINGS FIGURE 9: NUMBER OF TRADITIONAL BENEFITS RECEIVED (MAXIMUM = 3) All workers (n=2958) 2.3 Managers and profess. (n=922) 2.6 Other occupations (n=2036) 2.2 Hourly wage less than $7 (n=526) 1.6 Hourly wage $7 to $15.99 (n=1199) 2.5 Hourly wage $16 or more (n=591) 2.7 High school or less (n=1166) 2.1 Some college (n=947) 2.3 4-year college degree or more (n=834) 2.6 Under 30 years old (n=796) 2 30-49 years old (n=1640) 2.4 50 or more years old (n=498) 2.5 Fewer than 50 employees (n=659) 1.5 50 to 499 employees (n=474) 2.5 500 or more employees (n=1102) 2.7 0 1 2 3 Number of benefits received All comparisons were statistically significant at P < .0001. Source: Families and Work Institute, 1993 78 The Business Role KEY FINDINGS Access to dependent care assistance was measured by counting how many of the following plans were available to workers: child care resource and referral, elder care resource and referral, employer-sponsored child care services, child care vouchers, and flexible spending accounts for dependent care. Scores ranged from 0 to 5, with the overall average being less than one (0.66). As shown in Figure 10, more advantaged workers-managers and professionals, workers who earn more, and workers with more education-again have greater access than other workers, and employees of larger organizations have much greater (though still quite limited) access to dependent care assistance than employees of smaller organizations. Statistically significant differences were not found by gender, age, race/ethnicity, or dependent care responsibilities. The Business Role 79 KEY FINDINGS FIGURE 10: NUMBER OF DEPENDENT CARE PROGRAMS RECEIVED (MAXIMUM = 5) All workers (n=2958) 0.66 Managers and profess. (n=922) 0.77 Other occupations (n=2036) 0.6 Hourly wage less than $7 (n=526) 0.35 Hourly wage $7 to $15.99 (n=1199) 0.67 Hourly wage $16 or more (n=591) 0.89 High school or less (n=1166) 0.52 Some college (n=947) 0.7 4-year college degree or more (n=834) 0.79 Fewer than 50 employees (n=659) 0.26 50 to 499 employees (n=474) 0.38 1.02 500 or more employees (n=1102) 0 0.5 1 1.5 Number of benefits received All comparisons were statistically significant at P < .0001. Source: Families and Work Institute, 1993 Access to flexible time and leave policies was measured by counting how many of the following policies/benefits were available to each respondent: paid vacation days; choice in setting times to start and end the workday; extended lunch hours to take care of personal business; ability to work extra hours some days in order to take time off on other days; ability to work at home on 80 The Business Role KEY FINDINGS a regular basis; part-time work/job sharing; time off for childbirth and parenting; and time off to care for a sick child or family member. Scores ranged from 0 to 8. As can be seen in Figure 11, more advantaged workers-managers and professionals, workers who earn more, and workers with more education-again have greater access than other workers, though the discrepancies tend to be smaller than for traditional and dependent care benefits. In addition, minority workers report less access to flexible time and leave policies than non-minority workers. No differences were found by gender, age, dependent care responsibilities, or organizational size (number of employees nationwide). FIGURE 11: NUMBER OF FLEXIBLE TIME AND LEAVE BENEFITS RECEIVED (MAXIMUM = 8) 4.3 All workers (n=2958) Managers and profess. (n=922) 4.9 Other occupations (n=2036) 4 Hourly wage less than $7 (n=526) 3.9 Hourly wage $7 to $15.99 (n=1199) 4.3 Hourly wage $16 or more (n=591) 4.7 High school or less (n=1166) 3.9 Some college (n=947) 4.4 4-year college degree or more (n=834) 4.7 Minority workers (n=671) 4 Non-minority workers (n=2276) 4.4 0 1 2 3 4 5 6 7 8 Number of benefits received All comparisons were statistically significant at P < .0001. Source: Families and Work Institute, 1993 The Business Role 81 KEY FINDINGS Implications: While employers generally view the provision of fringe benefits and other forms of assistance as a private matter to be settled between themselves and their employees, unequal access in this voluntary private system is of growing concern to public policymakers, as evidenced by recent legislation mandating family and medical leave and current efforts to extend health insurance coverage to all workers. 82 The Business Role KEY FINDINGS THE FUTURE In the final section of this report we address the issues of the balance between work and family that employees would like to have in their lives and the sacrifices they are willing to make to have that balance. O n average, workers would like to allocate less time and energy to work and more time and energy to themselves, their families, and friends. Young workers seem particularly protective of personal and family life. Through a series of questions workers were asked to estimate what proportions of their time and energy they actually spent on work, self, and family and friends. Then, they were asked how much time and energy they would like to spend on these three domains. On average, U.S. workers estimated that they actually devote 37 percent of their time and energy to their jobs or careers. However, they would prefer to allocate 30 percent to this part of their lives. Workers would like to spend some of the time and energy redirected from work on themselves. While they estimate they actually devote 20 percent of their time and energy to themselves, they would like to increase this amount to 23 percent. Family and friends actually consume 43 percent of workers' time and energy; however, workers would like this to increase to 47 percent. (See Figure 12.) The Future 83 KEY FINDINGS FIGURE 12: ACTUAL AND PREFERRED ALLOCATION OF TIME AND ENERGY Self 20% Family and Friends 43% Job/Career 37% A. Actual Time and Energy Allocation Self 23% Family and Friends 47% Job/Career 30% B. Preferred Time and Energy Allocation Source: Families and Work Institute, 1993 84 The Future KEY FINDINGS Young workers 18 through 24 years of age raise what may be even more fundamental questions about the relative importance of work versus personal and family life. They were asked how willing they were to make sacrifices in their education, careers, or jobs to protect their personal and family lives and how willing they were to make sacrifices in their personal and family lives to further their education, careers, or jobs. Young workers say they are much more willing to make sacrifices in their education, careers, and jobs than in their personal and family lives (Figure 13). Although the number of workers under 25 in the sample was fairly small (n=248), it is worth noting that significantly more young workers with children (60 percent) than workers without children (28 percent) were willing to sacrifice education/careers/jobs for family life. FIGURE 13: COMPARISON OF YOUNG WORKERS' WILLINGNESS TO MAKE SACRIFICES FOR THEIR HOME LIVES AND FOR THEIR EDUCATION/JOBS/CAREERS 7% None 4% 17% Not many 14% 55% Some 48% 21% A lot 34% 0% 20% 40% 60% 80% 100% Willingness to make sacrifices in family/personal lives for education/job/career (n=279) Willingness to make sacrifices in education/career/job for family/personal life (n=279) Source: Families and Work Institute, 1993 The Future 85 KEY FINDINGS Implications: Taken together, the responses of all workers and young workers suggest that there is sentiment in favor of more balanced lives, requiring at least a modest shift of emphasis from work to self and family. Employers might also expect young workers to want a different balance in their lives than older workers have chosen. It is obvious that desiring changes and acting on those desires are quite different. Thus, the extent to which these sentiments will be acted upon remains to be seen-and can be assessed when the National Study of the Changing Workforce is repeated in 1996. 86 The Future KEY FINDINGS In the end it comes back to the workplace. Characteristics of jobs and workplaces affect not only workers' attitudes and behavior at work, but also their general well-being and their abilities to balance work and family life. Thus, work-family solutions will be most effective if they focus on the nature of jobs, relationships at work, and the organizational culture. Exploratory analyses suggest that work life has significant effects on personal and family life. Employees with heavier workloads have more trouble balancing work with family/personal life, experience more work-family conflict and negative job-to- home spillover, are more stressed, and are coping less effectively than other workers. In contrast, employees with more autonomy in their jobs and more social support from supervisors, co-workers, and the workplace culture are more successful in balancing work with family/personal life, experience less work-family conflict and negative job-to-home spillover, are less stressed, and are coping more effectively than other workers. Workers who feel less secure in their jobs, believe that they have experienced discrimination in their current workplaces, or feel that workers of their own gender or race have less opportunity for advancement report more negative job- to-home spillover, more stress, and less effective coping than other workers. Concluding Implications: The National Study of the Changing Workforce was designed to investigate workers' attitudes and values about work, personal, and family lives. The findings reveal that today's workers are very concerned about the quality of their own work and their work environments. Most workplace improvement efforts are predicated on the assumption that workers care about quality, and the findings presented here lend support to this assumption. Another purpose of this study was to determine which aspects of work, family, and personal life affected employees and in what ways. The findings show that the most salient features of jobs are workload, job autonomy, work schedule control, social relationships at work, and The Future 87 KEY FINDINGS workers having the perception of a non-discriminating, supportive culture. Not only do these factors affect work attitudes and behaviors, but they strongly affect workers' ability to balance work and family life. Additionally, this study reveals that workers want to shift their focus to devote more time and attention to their personal and family lives. A sizable proportion state that they are willing to make sacrifices and tradeoffs to do so. These findings argue for expanding the issues that are typically considered in the workplace improvement efforts to include the question of how these initiatives will affect family or personal life. They also argue for broadening the definition of work-family efforts from dependent care to include the ways jobs are structured and designed. Since better workplaces seem to promote more job satisfaction, more commitment, more loyalty, harder work, and more initiative, as well as a better work-family balance, there is an opportunity to align workers' needs with workplace goals. What helps workers also seems to promote workforce productivity. 88 The Future APPENDIX APPENDIX The response rate for the National Study of the Changing Workforce was 50.5 percent- calculated as the ratio of the number of completed interviews to the estimated number of eligible households approached by telephone. Since eligibility could not be determined for individuals who refused to answer the eligibility screening questions or for calls that went unanswered despite repeated (up to 10) attempts, it was assumed that the eligibility rate for these households was the same as for households whose eligibility was determined. This procedure follows the guidelines recommended by the Council of American Survey Research Organizations. The response rate for the sample was calculated as follows: TABLE 37: RESPONSE RATE 4493 known eligible households Eligibility Rate = = .634 4493 eligible households + 2596 known ineligible households Estimated Eligibles Among Those with = Undetermined .634 (eligibility rate) X 4537 households of undetermined eligibility = 2876 Eligibility 3718 completed interviews Response Rate = = .5045 (50.5%) 4493 known eligibles + 2876 estimated eligibles Source: Families and Work Institute, 1993 Of those for whom eligibility could be determined, the percentage of completed interviews was 82.8 percent. 89 APPENDIX Because of the deliberate oversampling of Hispanics, African Americans, non-employed women, and young workers, it was necessary to adjust proportions for these groups in the sample by weighting. A two-stage procedure was used in constructing weights. First, households in the sample were iteratively weighted to match their estimated distribution in the population. Second, individual cases were weighted to account for differing probabilities of selection within households. A third step was added after comparing selected demographic characteristics of wage and salaried employees (who are the subject of this report) in the final sample with characteristics of wage and salaried employees in the U.S. population as estimated by the March 1992 Current Population Survey (CPS) conducted by the U.S. Bureau of the Census. In this step, individual cases were weighted to bring the sex ratio for the sample into line with CPS estimates for wage and salaried workers in the U.S. population. 90 he has a consistent record of being very concerned about the use of striker replacements that would very well be a subject that he would pursue, as he did with his executive order in a second term if he is given one by the American people. Q Is he concerned that the D.C. Circuit was trying to clip his wings with regard to use of executive authority? MR. MCCURRY: The President is fully confident that his executive order met the test of law. It's an issue that he looked at very carefully. Q Legislation for expanding family leave, do you have the timing on that, and would the administration like to see that as stand-alone legislation or attached to one of the appropriation bills to get it done? MR. MCCURRY: When the President and the Vice President unveiled the President's desire to kind of go the next step on Family and Medical Leave, when they met in Nashville in June, he indicated they would like to see legislative action taken by Congress. Now, the political reality, given that the President's opponent in the Presidential campaign is against the Family and Medical Leave act, period, the likelihood is that it would be impossible to get action in this session of Congress. We will have the legislative specifics ready to go by the end of this session. If we detect any momentum for passage we certainly would move very quickly to put that before this session of Congress. But the reality most likely is that we will have to present that to the next session of Congress if the President is reelected, and make it a very high priority. The President, again, this is a way in which families can balance out their requirements of being successful at work, and at the same time meeting their responsibilities at home as they raise families. And the President considers that general subject one that he would focus on intently in a second term. Q Mike, let me ask a follow up question to this. The expansion of that would include the federal requirement that employers would have to give parents time off to attend PTA meetings. Well, I don't know anybody -- MR. MCCURRY: Not PTA meeting, parent-teacher conferences. It gives them the option of exercising a leave, taking leave in order to attend parent-teacher conferences at school. Not PTA meetings, that was not the suggestion the President made. Q Okay. I withdraw my question. Q If I could follow up on that that. Does the administration have any empirical evidence that parents cannot take off time to attend? I mean, are you setting up a straw man here? MORE #265-09/09/96 MR. MCCURRY: Parents can -- I mean, look, any parent knows that you're very severely crimped in the amount of time that you get both for a variety a family needs -- for vacation time, for taking care of a medical emergency in the family. What we're trying to do is make it easier for parents to meet their obligations as parents, to take care of not only a situation at school where you're having a conference with a teacher but also if you've got a kid who's sick and who needs treatment. It's a way of giving flexibility both to the employer and the employee so they can more successfully balance the requirements of working and raising a family, which is one of the critical concerns that they have as they try to raise families successfully. Q I understand that, Mike, but is there any evidence that parents are not now allowed to take off? Has the administration come up with any evidence that they can't do it now? MR. MCCURRY: Many parents have to work under situations where their ability to get time off for an emergency situation is severely cramped. Sometimes it's difficult to just get leave time automatically from an employer. This makes it easier for the employee and gives flexibility also to the employer. Q There is legislation out there, I think by Ballenger, that does address this issue to some degree. Why isn't the administration -- MR. MCCURRY: Because we have concerns about other aspects of that legislation as it relates to so-called compensatory time. Q Mike, how do you enforce it if it ever gets to that stage? MR. MCCURRY: It's a Fair Labor Standards Act amendment enforceable by the Department of Labor. Q Bob Dole has put out a two sentence statement on Iraq. I don't know if you've seen it. But if you haven't, I'll be happy to read it to you and wonder if you'd react to it. "The reports of" -- this is a quote -- "The reports of continued strife and killings in Northern Iraq to include executions of U.S.-backed Iraqi opposition personnel, the apparent entrenchment of Iraqi troops around Irbil, and the lack of evidence of an Iraqi withdrawal from the north raise questions about whether the administration's strategy has advanced U.S. interests in the region. In Iraq, as in Bosnia, the Clinton administration should be careful about making claims of success that events on the ground may not substantiate, and about giving assurances that it is unable or unwilling to fulfill because the credibility of the United States is at stake." MORE #265-09/09/96 Here's San fire the wants / Exex Bill will later Care J 3 Q&A ON FLEXTIME AND EXPANSION OF THE FAMILY AND MEDICAL LEAVE ACT June 24, 1996 Flex-time Proposal: Q: Would the President veto the Ballenger bill? A: The President indicated that he would strongly oppose any bill that would allow coercion and uses phrases like "comp-time" as cover to limit workers' choices. Q: Would the President veto a minimum wage increase if it included the Ballenger bill? A. I'm not going to get into hypotheticals. But the President has said the Congress should pass a clean minimum wage bill, and he has indicated that he would strongly oppose any bill that would allow coercion and uses phrases like "comp-time" as cover to limit workers' choices. Q: How does flex-time differ from the Republican comp-time proposals? A: The President's proposal provides workers and employers with more flexibility and choice while protecting workers from coercion through a range of safeguards. For example under the President's proposal a worker cannot be forced to take flex-time unless they request it in writing before performing the overtime. And workers can use their accumulated flex-time at any time with two weeks notice, rather than putting it at the discretion of the employer. Q. How does this affect public sector employees? A. This proposal is for the private sector, but we would certainly be willing to discuss extending its additional protections to public sector workers. Q: Why do you cap the amount of flex-time at 80 hours when federal and state government employees enjoy up to 240 hours of flex-time? Q: The proposal strikes a balance between providing more flexibility and protecting workers from coercion. Based on experience with the flex-time in the private sector, we may want to broaden it after the first four years. Under the proposal, flex-time would sunset in four years unless extended, and a Commission would report to Congress on its impact before it sunsets. Q: How does this affect unionized workers? A: Their collective bargaining unit would govern, but our flex-time proposal would give unions and employers more choices in what they could negotiate. Q: How can small employers manage to let workers use their flex-time at any time with only two weeks notice? Couldn't some small businesses be left with no one to manage the store at Christmas? A: Flex-time would be options for both employer and employees; both would need to mutually agree to flex-time. Some employers and employees may prefer to maintain the current overtime policy. We are providing a new option and flexibility. But it is important to note that flex-time is time that workers earned by working overtime, which is why it is appropriate that workers be able to take it with two weeks notice or with less notice if the employer is not unduly disrupted. Q: How does organized labor feel about this? A: That's a question you should ask them. Q: Are your trying to distant yourself from the labor unions? Is this Sister Soulja? A: Not at all. We strongly believe this proposal provides both employees and employers with more choice and flexibility while protecting workers from coercion. Some may disagree with the proposal, but that is not our intent. Q: Isn't this just me-too-ism? A: That is absurd. 1. This President has been a leader on work and family issues right from the start. The Family and Medical Leave Act was the first bill he signed, after Republicans had opposed it, President Bush had vetoed it, and Republicans still oppose it today. President Clinton has also expanded the Earned Income Tax Credit so no parent has to raise their kids in poverty, while Republicans have tried to cut it. 2. Moreover, the President's proposal differs from other current proposals. The President's proposal provides flex-time the right way: it provides employee and employer choice. The Republican proposals provide only employer choice. The President's proposal provides flexibility while protecting workers from coercion. Q: Who would be covered by flex-time? A: Our flex-time proposal would apply to the firms covered by the Fair Labor and Standards Act. The FLSA covers nearly all businesses [excluding workers at enterprises with annual gross revenues of $500,000 or less and who are also not engaged in interstate commerce]. Certain employees, such as bonafide executives, administrative, and professional employees are exempt from the overtime provisions of the FLSA and would also be exempt from our flex-time proposal. Our proposal would contain specific protections for workers especially vulnerable to coercion from employers to accept flex-time rather than overtime pay, or vice versa. For example, the proposal would exclude temporary, seasonal, and part-time workers, and the Secretary of Labor could recommend excluding low-wage workers who are vulnerable to coercion or certain occupations and industries that show a pattern of abuse. Q: Are there going to be any special "carve outs" for specific industries like the construction industry? A: Every industry is different, and those differences need to be taken into account. The President's proposal gives the Secretary of Labor the authority to recommend excluding certain occupations or industries that show a pattern of abuse. Flex-time cannot become a tool for some employers to cut their costs by cutting their workers' pay in a race to the bottom for new business. Q: How does this affect small businesses? Isn't this yet another burden on small business? A: Small and large businesses have been pushing for flex-time for a long time. The difference between our proposal and the Republican proposals is that we would provide workers with more choices and would protect against employers' coercing workers. The bipartisan Commission on Leave found that the Family and Medical Leave Act is not costly or complex to administer, and smaller businesses often found it easier to comply than larger sites. Family and Medical Leave Expansion: Q: What about the Dodd proposal to extend the FMLA to smaller businesses -- businesses with under 50 employees? A: We have no plans to do so at this time. Q: Does your Family and Medical Leave Act expansion provide an additional 24 hours (3 days) of leave in addition to the 12 weeks currently provided under the Act? A: Yes, the 24 hours are in addition to the 12 weeks currently allowed under the Act. Q: How will you prevent workers from abusing the expansion of the FMLA to take time off from work for inappropriate purposes? A: We start with the assumption that workers can be trusted to take leave only when they need it. Moreover, few workers can afford to take unpaid leave unless they need to. Based on experience with the FMLA to date, we don't expect it will be a problem, but we will provide for appropriate safeguards. Q: Why should a worker be able to take time off from work to take a grandparent to the doctors but not to care for a grandparent who is seriously ill? [The FMLA allows workers to take unpaid leave to care only for a child, spouse or parent.] A: The recent bipartisan Commission on Leave report shows that the Act has been a tremendous success and has not been the burden to business that its opponents feared. As we expand the Act to cover more circumstances, we want to move cautiously to ensure that it stays that way. Q. Why should a worker be guaranteed leave to take their parent to the doctor but not to go to the doctor themselves? A. That's a good point, but many people currently can take paid or unpaid sick leave to go to a doctor's appointment. Q: How do flex-time and the FMLA expansion interact? A: Workers could use their flex-time for purposes allowed under the FMLA so that they would not have to take unpaid leave. EXPANDED FAMILY AND MEDICAL LEAVE ACT UPDATE September 9, 1996 On June 24, 1996 President Clinton announced that he would put forth a proposal to expand the Family and Medical Leave Act to allow parents to take up to 24 hours unpaid time off annually for 1.) child education purposes, such as parent-teacher conferences, 2.) to tend to older relatives' health needs or 3.) to take a child to the doctor or other routine medical practice. In conjunction with that announcement, President Clinton announced his support for a new "employee-choice flex-time proposal" that would allow American workers to agree with their employers to work overtime in exchange for paid time off, instead of traditional overtime pay. We would like to submit legislation on these proposals by the end of this legislative session (sometime b/w September 27 and October 4) and to push hard for it in the next Congress -- but it could possibly be put off until the next session of Congress. Given the political climate and proximity to the election, it would have been fruitless to try and submit legislation for passage in this session. Q: Why did the President announce his support for these measures last month when he wasn't going to push for them until the next session? A: The President is strongly committed to initiatives that will strengthen American families and make it easier for men and women to be good workers and good parents. He thought it was important to put his support behind these efforts early and to help draw public attention to them in anticipation of what will be his strong push for them after the election. FAMILY AND MEDICAL LEAVE FACTS In his first month in office, President Clinton delivered on his promise and signed the Family and Medical Leave Act of 1993 into law. The law allows workers at businesses with 50 or more employees to take up to 12 weeks unpaid, job-protected leave to care for a newborn or adopted child, to attend to their own serious health problems, or to care for a seriously ill parent. child or spouse. A June report by the bipartisan Commission on Leave showed that the law is working: -- 67 million Americans, more than half of our country's workers, are now eligible. Of those, more than 12 million have taken leave since FMLA's enactment. -- 40 percent of all workers report that they will need to take leave for a covered reason sometime in the next five years. The leading reason is to care for an ill parent. -- Compliance is easy for the vast majority of businesses: -- 9 in 10 employers found the law "easy" or "somewhat easy" to administer. -- Compliance entails little or no cost for 89-99 percent of businesses. Drafted: Kathy McKiernan with Andy Blocker, Leg Affairs, 6-2089 President Clinton Announces New Family-Friendly Workplace Proposals Expanded Family & Medical Leave Employee-Choice Flex-Time June 24, 1996 Nashville Family Reunion Conference Hosted By Vice President AI Gore Nashville Family Reunion Conference Hosted By Vice President Al Gore, June 24, 1996 PRESIDENT CLINTON ANNOUNCES NEW FAMILY-FRIENDLY WORKPLACE PROPOSALS: EXPANDED FAMILY & MEDICAL LEAVE EMPLOYEE-CHOICE FLEX-TIME NEW EXPANSION OF FAMILY AND MEDICAL LEAVE: President Clinton's new proposal would deepen and expand Family Leave by allowing a worker to take unpaid hours off -- with a maximum of 24 hours a year -- for child education, older relatives' health needs, and routine family medical purposes. Current Family and Medical Leave Law. The FMLA helps families only with a medical crisis or special limited care-giving needs, such as a birth or adoption. But working families often have to care for children or parents in circumstances for which they cannot use Family and Medical Leave. New Family And Medical Leave Procedures. FMLA expansion would be limited to 24 hours a year for the following specific purposes: SCHOOL ACTIVITIES. Participating in school activities directly related to the educational advancement of your child, such as parent-teacher conferences or interviewing for a new school; ROUTINE FAMILY MEDICAL PURPOSES. Accompanying your child to routine dental or medical appointments, such as annual checkups or vaccinations; OLDER RELATIVES' HEALTH NEEDS. Accompanying an elderly relative to routine medical appointments or other professional services related to the care of the elderly relative, such as interviewing nursing homes or group homes. NEW EMPLOYEE-CHOICE FLEX-TIME: President Clinton's new proposal would offer American workers more choice and flexibility in finding ways both to earn the wages they need to support their families and still find the time they need to be with them. The President's proposal would: EMPLOYEE CHOICE. Allows employees to agree with their employers to work overtime in exchange for paid time-off -- flex-time -- with a limit of up to 80 hours. An hour of overtime could thus be used for 1-and-1/2-hours of overtime pay or 1-and-1/2 hours of flex-time. FLEX-TIME FOR ANY PURPOSE WITH 2 WEEKS NOTICE. Workers could use their earned flex-time for any reason -- as long as they give their employers 2 weeks notice. EMPLOYEES CAN ALWAYS CHOOSE PAY OVER FLEX-TIME. Workers would maintain the right to choose overtime pay, and even if they choose flex-time, they could still cash out any portion of their flex-time pay with two weeks notice. FLEX-TIME FOR FAMILY LEAVE. Employees can use their accumulated family flex-time for family leave purposes at any time. OPPOSE ATTEMPTS TO REDUCE WORKER CHOICE: In announcing these new family- workplace proposals, President Clinton made clear that he would oppose any bill that allows for coercion and uses phrases like "comp-time" as a cover for giving workers less choice in the workplace. PRESIDENT CLINTON ANNOUNCES NEW FAMILY-FRIENDLY WORKPLACE PROPOSALS: EXPANDED FAMILY & MEDICAL LEAVE EMPLOYEE-CHOICE FLEX-TIME BACKGROUND MATERIALS Page New Family Medical Leave Expansion 1 New Employee-Choice Flex-Time 2-3 Comparison with Rep. Ballenger's "Comp-Time" Proposal 4-5 How The President's New Proposals Would Help Typical Families 6-8 EXPANDING THE FAMILY AND MEDICAL LEAVE ACT -- TO HELP FAMILIES BALANCE WORK AND FAMILY RESPONSIBILITIES June 24, 1996 "Family and medical leave is a matter of pure common sense and a matter of common decency. It will provide Americans what they need most: peace of mind. Never again will parents have to fear losing their jobs because of their families." -- President Clinton at the signing of the Family and Medical Leave Act, February 5, 1993 PRESIDENT CLINTON DELIVERED ON HIS PROMISE TO PROVIDE FAMILY LEAVE: In his first month in office, President Clinton delivered on his promise and signed the Family and Medical Leave Act of 1993 into law. The law allows workers at businesses with 50 or more employees to take up to 12 weeks of unpaid, job-protected leave to care for a newborn or adopted child, to attend to their own serious health needs, or to care for a seriously ill parent, child or spouse. NEW BIPARTISAN REPORT SHOWS THE LAW IS WORKING: The recent report on the impact of the law by the bipartisan Commission on Leave -- chaired by Senators Dodd and Craig -- shows that the law is working: 67 million Americans -- over half of workers -- are guaranteed they can take leave from their job to care for a sick relative or a newborn child without fear of losing their job or their health insurance. More than 12 million eligible workers have taken leave since its enactment. 40% of all workers think they will need to take leave for a covered reason at some time in the next 5 years. The leading reason is to care for a seriously ill parent. Despite opponents' claims, compliance is easy and costs low for most employers: 9 in 10 employers find the law "very" or "somewhat" easy to administer Compliance entails either little or no costs for 89%-99% of businesses Smaller covered worksites found it easier to comply than the larger sites. Some businesses have reported reduced employee turnover, enhanced productivity and improved morale which they attribute to the Act. NOW IT IS TIME TO EXPAND THE LAW TO BETTER HELP WORKERS CARE FOR THEIR CHILDREN AND PARENTS. While the law is a major step forward, it does not cover many situations facing working families. Today, President Clinton proposed expanding the law to cover more family obligations to better help working families care for their children and elderly relatives without sacrificing their work obligations. Under the proposed expansion, workers could take up to 24 hours of leave each year to meet additional specified family obligations, including routine doctors appointments and parent-teacher conferences. Leave could be taken for the following purposes: Participating in school activities directly related to the educational advancement of your child, such as parent-teacher conferences or interviewing for a new school; Accompanying your child to routine dental or medical appointments, such as annual checkups or vaccinations; Accompanying an elderly relative to routine medical appointments or other professional services related to their care, such as interviewing nursing homes or group homes. 1 PRESIDENT CLINTON'S NEW EMPLOYEE-CHOICE FLEX-TIME PROPOSAL TODAY, PRESIDENT CLINTON ANNOUNCES A NEW EMPLOYEE-CHOICE FLEX-TIME PROPOSAL. President Clinton's employee-choice flex-time proposal would help to make workplaces more family friendly by ensuring worker flexibility while guarding against abuses by coercive or unstable businesses -- with explicit protections against coercion. President Clinton's proposal would allow more Americans to have the time they need to fulfill their responsibilities as both workers and as parents or grown children of elderly relatives. Workers could agree with their employers to receive extra paid time-off -- "flex- time" -- instead of working overtime for cash pay. Consistent with existing law, workers would get time-and-a-half in flex-time -- extra paid time-off -- for each hour of overtime. There would be a limit of 80 hours that a worker could accumulate in flex-time. And all additional overtime work -- beyond the limit -- would have to be paid in cash. Employees can choose to use their flex-time for family and medical leave purposes whenever they need it. At any time, workers can use their flex-time for family and medical leave purposes -- to care for a new born or adopted child, to attend to their own serious health needs, or to care for a seriously ill child, parent, spouse. Workers maintain ultimate control of when to use flex-time, as long as they provide two weeks notice to their employers. Employees can use flex-time for any purpose as long as the worker gives at least two weeks of notice to his or her employer, or with less notice if the employer's operations are not unduly disrupted. Private-sector employees may elect to cash out their flex-time for cash due as long as two weeks of notice is given to their employer. To protect against abuses by coercive or unstable businesses, the employee-choice flex-time proposal includes explicit protections against coercion. Employees and employers would have a written flex-time agreement. President Clinton's employee-choice flex-time proposal would also require employees and employers to agree in writing that the worker will receive flex- time -- instead of cash pay -- before the worker performed any overtime work. Private-sector workers can get cash for their accumulated flex-time within two weeks of notice. With two or more weeks of notice, a worker in the private sector can cash out their flex-time for cash due. Protecting workers from businesses that go bankrupt. To ensure workers receive their accumulated flex-time when their employers seek bankruptcy protections, unpaid flex-time would receive special protection -- the same as given to other wages -- in bankruptcy proceedings. For employees in thinly capitalized businesses, additional protections will be included. 2 Additional protections to ensure that worker protections: - President Clinton's employee-choice flex-time proposal would not allow unused flex-time to deprive a worker of unemployment compensation that he or she has earned. - To ensure protections against coercion, part-time, seasonal, and temporary workers would exempted from this proposal. The Secretary of Labor would also be able to make recommendations to exclude low-wage workers who are vulnerable to coercion or certain occupations and industries that show a pattern of abuse. Ability to collect from violators of overtime laws are improved. President Clinton's employee-choice flex-time proposal improves the Labor Department's ability to collect fines due from violators of overtime laws, including double damages for certain egregious violations. This proposal also imposes civil money penalties for violations of flex-time and for willful or repeated recordkeeping violations. PRESIDENT CLINTON WILL STRONGLY OPPOSE ANY BILL THAT REDUCES WORKER CHOICE IN THE WORKPLACE. President Clinton will strongly oppose any bill that allows employers to coerce their employees fails to protect true worker choice and fails to guarantee that workers will receive the compensation they are due. 3 COMPARISON OF PRESIDENT CLINTON'S EMPLOYEE-CHOICE FLEX-TIME PROPOSAL AND REPRESENTATIVE BALLENGER'S COMP-TIME PROPOSAL PRESIDENT CLINTON'S REPRESENTATIVE EMPLOYEE-CHOICE BALLENGER'S COMP-TIME FLEX-TIME PROPOSAL PROPOSAL To provide true employee choice, No written agreement is necessary -- employees and employers must agree only an understanding. WRITTEN in writing that compensation will be AGREEMENT provided as flex-time rather than as overtime wages. FLEX-TIME FOR Employees may use flex-time for No comparable provision. FAMILY AND family and medical leave whenever MEDICAL LEAVE they need it. PURPOSES Employees maintain ultimate control Employers maintain ultimate control of when to use flex-time, as long as of when to grant their workers flex- they provide two weeks notice to time. Regardless of the amount of USE OF their employers. Workers can use notice the worker provides, FLEX-TIME flex-time for any other purpose as employers can deny use of comp- long as they provide two or more time if the firm claims they would weeks of notice. They receive flex- be "unduly disrupted." time with less notice, but only if the employer is not unduly disrupted. Private-sector employees may elect to Rather than ensuring payout within PAYOUT cash out their flex-time for cash due two weeks as the President's OF FLEX-TIME with at least two weeks of notice to proposal, private-sector employers their employer. would have up to 30 days to payout the cash due for accumulated flex- time. Private-sector workers can Employees can accumulate up to 240 accumulate flex-time for overtime hours of comp-time. worked (at a rate of time and a half) in a "Flex-time Bank." There would FLEX-TIME BANK be a limit of 80 hours that a worker could accumulate in flex-time. All additional overtime work must be compensated in cash. 4 To ensure workers receive their flex- No comparable provisions. time when firms enter into bankruptcy, unpaid flex-time would BANKRUPTCY receive special protection -- the same PROTECTION as given to wages -- in bankruptcy proceedings. For employees in thinly capitalized businesses, additional protections will be included. Improves remedies against violators, Double damages only for willful including double damages for violations of anti-coercion overtime that an employee would provisions. Civil money penalties ENFORCEMENT have earned, but was not permitted to only for willful violations. PROVISIONS work because the worker wanted to earn pay rather than flex-time. Civil money penalties for violations of flex-time and for willful or repeated recordkeeping violations. Unused flex-time cannot be used to No comparable provisions on TREATMENT OF deprive a worker of unemployment unemployment compensation or FLEX-TIME As compensation that he or she has benefit plans. Comp-time used is WAGES AND earned. Flex-time pay-outs are not treated as hours worked. HOURS WORKED treated as wages for health and pension benefit plans. Flex-time used is also treated as hours worked for overtime accrual purposes. To ensure protections against No comparable provisions. coercion, part-time, seasonal, and EXEMPTIONS temporary workers would exempted FOR from this proposal. The Secretary of VULNERABLE Labor would also be able to make SECTORS recommendations to exclude low- wage workers who are vulnerable to coercion or certain occupations and industries that show a pattern of abuse. Flex-time provision expires in four No comparable provision. years. Bipartisan Commission will SUNSET study and report to the Secretary of Labor and Congress prior to sunset. 5 HOW THE PRESIDENT'S FAMILY-FRIENDLY PROPOSALS WOULD AFFECT TYPICAL FAMILIES NOTE: These hypothetical examples illustrate how the President's proposal compares with current law and the Ballenger bill to create "comp-time." All of these examples assume the adoption of some proposal allowing the accumulation of flex-time or "comp-time" in lieu of time-and-one-half pay for overtime. 1. Expanded Family And Medical Leave For Child Education Purposes. Jane Smith works for XYZ Inc. She has a conference scheduled with her daughter's teacher for three weeks from today and needs four hours of time off to travel to and from the school and meet with the teacher. Jane is willing to take unpaid leave. Under the President's proposal, Jane can take unpaid leave to attend the parent-teacher conference. Under current law, Jane is not assured she can take unpaid leave to attend the parent-teacher conference. Under the Ballenger bill, Jane is not assured she can take unpaid leave to attend the parent-teacher conference. 2. Expanded Family And Medical Leave For Caring For Older Relative. While Jane Smith is tending to her daughter's educational needs, Jane's husband John needs to help move his grandfather from one nursing home to another. John will need 4 hours time-off in order to do this. Because he is very involved with his family, John has not worked any overtime this year and does not have any accumulated flex-time. Thus, he would like to use unpaid family and medical leave to take his son to the doctor. Under the President's proposal, John can take unpaid family and medical leave to move his grandfather from one nursing home to another. Under current law, John cannot use family and medical leave to help move his grandfather from one nursing home to another. Under the Ballenger bill, John cannot use family and medical leave to help move his grandfather from one nursing home to another. 6 3. Employer-Imposed "Comp-Time." Bill Johnson and his family live on a very tight budget. The time-and-one-half pay Bill receives for the 10 hours of overtime he works each month provides just enough money to pay the mortgage on his family's house. In his latest paycheck, Bill's employer inexplicably did not include any pay for his overtime work. When Bill complains, his boss explains that this is the new "comp-time" program and from now on Bill will get extra time off in return for his overtime. Bill fears he will not be able to make ends meet. He doesn't remember agreeing to accept "comp-time." Under the President's proposal, Bill and his employer would have to had agreed in writing prior to the overtime that he would accept flex-time instead of time-and-one-half pay. Otherwise, Bill must be paid his time-and-one-half in cash. Under current law, Bill would have to be paid time-and-one-half in cash for the overtime he worked. Under the Ballenger bill, the employer could say that he had a verbal agreement with Bill to give him "comp-time." That makes it Bill's word against his employer's word. 4. Flex-Time For Planned Family Needs. Ann's husband Bill has a heart condition and will require heart surgery within the next few weeks. Ann wants to spend time with Bill after the surgery to help care for him. Her family's growing financial worries make it vital that Ann be able to use her accumulated flex-time to be with her husband without losing a day's pay. Ann and Bill scheduled the surgery three weeks in advance and Ann gave her employer two-weeks notice. Two days before the surgery, Ann's employer ZYX Co. decides to change their production schedule. In their view, Ann's absence will "unduly disrupt" the workplace operations. Under the President's proposal, Ann can use her accumulated flextime to be with her husband without losing pay -- as long as she gives two-weeks notice. Under current law, Ann is assured only of unpaid family and medical leave time. Under the Ballenger bill, Ann cannot use her accumulated "comp time" if it will "unduly disrupt" her employer's operations. ZYX Co. can force her to take unpaid leave to be with her husband in the hospital. 7 5. Protection of Unemployment Benefits. Al Jones is a construction worker who got laid off from Builders Inc. after it finished its latest project. He worked enough overtime to accumulate 80 hours of accrued flex-time. Now, he wants to collect the unemployment benefits he usually gets when his employer lays him off. This time, however, Builders Inc. challenged Al's eligibility for unemployment insurance on the grounds that he is still "working" because he is getting paid for his accumulated flextime. Under the President's proposal, Al is explicitly protected from this type of challenge. If he's otherwise eligible, Al should get his unemployment insurance. Under the Ballenger bill, Al is not explicitly protected from this challenge to his unemployment insurance eligibility. 8 Sub file Issues Minimum CENTER ON BUDGET was AND POLICY PRIORITIES January 11, 1995 FOUR YEARS AND STILL FALLING: THE DECLINE IN THE VALUE OF THE MINIMUM WAGE By Isaac Shapiro Overview It has been nearly four years since the minimum wage was last raised. The resulting decline in the purchasing power of the minimum wage compounds the erosion in its value during the 1980s. From January 1, 1981 to April 1, 1990 the minimum wage stood still at $3.35 an hour. The wage standard was then increased in two steps to $4.25 an hour on April 1, 1991, but this boost made up less than half the ground that had been lost to inflation. And since April 1991 - while the minimum wage has remained constant at $4.25 an hour - the cost-of-living has risen another 11 percent. As a consequence of these developments, the purchasing power of the minimum wage is now at its second lowest level in four decades. After adjusting for inflation, the value of the minimum wage is above its level in 1989, but is below its level for every other year going back to 1955. The extent of the wage standard's erosion relative to its traditional level of support has been substantial. If the value of the minimum wage were to have the same purchasing power in 1995 as it averaged in the 1970s, it would need to equal about $5.75 an hour. Recent experience with federal and state minimum wage reforms suggest that a moderate increase in the minimum wage could occur without adverse employment effects of a significant nature. This conclusion is based on an examination of important recent studies which used several different methodologies to assess the effects of raises in the federal minimum wage both across the nation and in particular states, as well as the effects of raising state minimum wages above the federal level. The conclusion is also based on a study that updated the best analysis of the employment effects of the minimum wage during the 1960s and 1970s with information through 1986. For example, the studies of the federal minimum wage examined the effects of the 90 cent increase in two increments from 1989 to 1991. One of the state studies examined the effects of New Jersey raising its state minimum wage by 80 cents, from $4.25 an hour to $5.05 an hour in 1992; another examined the effects of California increasing its minimum wage 90 cents from $3.35 an hour in 1987 to $4.25 an hour in 777 North Capitol Street, NE, Suite 705, Washington, DC 20002 Tel: 202-408-1080 Fax: 202-408-1056 1988 (which would equal about $5.50 in 1995 dollars). All of these studies found that the minimum wage increases did not reduce employment opportunities. After reviewing these and other studies of federal and state minimum wage changes in the late 1980s-early 1990s, the noted Harvard labor economist Richard Freeman concluded: "That moderate increases in the minimum [wage] transferred income to the lower paid without any apparent adverse effect on employment at the turn of the 1990s is no mean achievement for a policy tool in an era when the real earnings of the less skilled fell sharply." This analysis examines the value of the minimum wage relative to its previous strength; summarizes the results of the recent minimum wage and employment studies; and assesses the relationship between the minimum wage and the Earned Income Tax Credit.¹ (The recent expansion in the EITC, while very helpful, falls well short of offsetting the effects of the erosion in the value of the minimum wage.) The paper begins with a discussion of the economic context in which minimum wage reforms should be considered and a profile of minimum wage workers. The Backdrop The deterioration in the minimum wage has been ill-timed. This trend has occurred at the same time as, and has helped contribute to, several other economic trends of concern. One corresponding trend has been a drop in the real wages of workers at the bottom of the pay scale since the early 1970s. This drop has occurred at the same time that wages for middle class workers have been stagnant; the wage gains that have occurred have been concentrated among the wealthiest workers. As a result of these divergent trends, wage inequality has grown considerably. And there is mounting evidence that the erosion in the value of the minimum wage has contributed to the increase in wage inequality.² Another trend of concern has been the enduring problem of the working poor. In 1993, some 22 million people - more than half of the poor - lived in households 1 The author would like to thank Larry Katz for his comments on a draft of this analysis. 2 See, for example, John DiNardo, Nicole Fortin, and Thomas Lemieux, "Labor Market Institutions and The Distribution of Wages, 1973-1992: A Semi-parametric Approach," Unpublished paper, University of Montreal, 1994. 2 with a worker. Among families with children where the householder is employed, the likelihood of being poor has increased from 7.7 percent in 1977 to 11.3 percent in 1993. The Characteristics of Minimum Wage Workers A large number of workers, but a relatively small fraction of the workforce, have earnings at or near the minimum wage. This can be seen by examining wage data for workers paid by the hour (the large majority of minimum wage workers are paid by the hour).4 Some 4.2 million workers paid by the hour in 1993 had earnings at or below the minimum wage.⁵ This equaled 6.6 percent of hourly workers. An additional 9.2 million hourly workers had earnings just above the minimum wage. These are the workers who earned between $4.25 an hour (the 1993 minimum wage level) and the average level of the minimum wage in the 1970s, after adjusting for inflation.⁶ Contrary to the popular stereotype, the large majority of minimum wage workers are not teenagers. Also of interest, most minimum wage workers are not minorities and most are women. In 1993, among workers paid by the hour with earnings at or below the minimum wage: Less than one in three - 31 percent - were teenagers. About one in five - 22 percent - were 20 to 24 years old. Nearly half - 47 percent - were aged 25 years or older. 3 A comparison of these two years is appropriate because they were at similar points in the economic cycle and had similar unemployment levels. 4 The data on minimum wage workers paid by the hour comes from the U.S. Department of Labor, Bureau of Labor Statistics. The Bureau has not tabulated corresponding data for minimum wage workers paid on a salaried basis. 5 Of these workers, 2.5 million received the minimum wage and 1.7 million were paid less than the minimum wage. Many of those paid less than the minimum wage were workers exempt from minimum wage law, others may have been illegally paid less than the minimum wage. 6 In 1993, the minimum wage would need to have equaled $5.42 an hour if it were to have had the same value that it averaged during the 1970s, after adjusting for inflation. 3 Although minorities are overrepresented among minimum wage workers, an estimated 70 percent of hourly workers paid at or less than the minimum wage were non-Hispanic whites.⁷ More than three of every five minimum wage workers - 62 percent - were women. Most minimum wage workers are able to escape poverty. This isn't because minimum wage earnings are large enough to lift a family above the poverty line; rather, this largely reflects the fact that minimum wage workers typically live in families with more than one worker. About one in five minimum wage workers live in poverty. This should not suggest that the level of the minimum wage is of little economic consequence to households with more than one wage earner. Whether the example is a struggling moderate-income household with two earners where the minimum wage income is essential to the family's standard of living, or a young adult trying to earn enough to pay college tuition, these wages can be essential. An analysis of workers affected by the increase in the federal minimum wage from $3.35 an hour to $4.25 an hour found that minimum wage workers accounted for nearly half - 45 percent - of their household's total earnings.⁸ Although most minimum wage workers are not poor, the wage standard is of great importance to poor workers. The majority of poor workers have earnings at or near the minimum wage.9 Jobs paying at or near the minimum wage are also the most likely ones to be available to adults receiving Aid to Families with Dependent Children benefits. A stronger minimum wage would help facilitate the transition of such families into gainful employment. It also bears mentioning that minimum wage workers are much more likely to be poor than other workers are. Among hourly workers paid at or below the minimum 7 Author's calculation based on Bureau of Labor Statistics data. An estimated 75 percent of all hourly workers were non-Hispanic whites. 8 David Card and Alan Krueger, Myth and Measurement: The New Economics of the Minimum Wage, Princeton University Press, 1995. 9 This statement is based on an examination of the wage rates paid to hourly workers in March 1992 who were determined to be poor based on their families' income in 1991. Some 24 percent of such poor workers had earnings at or below the minimum wage of $4.25 an hour. Another 34 percent were paid between $4.26 an hour and $5.00 an hour; and nine percent more were paid between $5.01 and $5.50 an hour. Only 33 percent were paid more than $5.50 an hour. If the minimum wage in 1992 had equaled its average level of the 1970s, after adjusting for inflation, it would have equaled $5.27 an hour. 4 wage in March 1992, some 22 percent were poor. By contrast, only six percent of hourly workers earning more than the minimum wage were poor. Value of the Minimum Wage From January 1981 to April 1990, the minimum wage remained frozen at $3.35 an hour, despite a 48 percent jump in the cost of living. Legislation signed by President Bush subsequently raised the minimum wage in two steps to its current level of $4.25 an hour. 10 But these raises made up less than half of the ground that had been lost to inflation. In 1991, after the minimum wage was increased to $4.25 an hour, its value was 17 percent below its average level in the 1970s. Since April 1991, the minimum wage has stood still while the cost of living has continued to rise. The purchasing power of the wage standard has deteriorated further. Absent any increase in the minimum wage, and with continued inflation, the value of the minimum wage will continue to fall with each passing month. In combination, recent action and inaction with respect to the minimum wage has led its value to drop far below two benchmarks commonly used to assess its worth. The minimum wage falls well short of its traditional level of purchasing power. (See Figure 1.) If the value of the minimum wage were to have the same purchasing power in 1995 as it averaged in the 1970s, it would need to equal about $5.75 an hour. Its value is now 26 percent below its average value in the 1970s, after adjusting for inflation. The real value of the minimum wage is now above its value in 1989 but is below its value for every other year going back to 1955. In real terms, it is 35 percent below its peak value in 1968. Absent steps to strengthen the wage floor, and even if inflation remains moderate, in 1996 the purchasing power of the minimum wage will drop to its lowest level in four decades. Similarly, changes in the minimum wage have not kept pace with changes in the wages of other workers in the economy. In the 1950s and the 1960s, the minimum wage averaged more than half of the average wage of private nonsupervisory workers. In the 1970s, it averaged 46 percent of the average wage. Currently, it equals 38 percent of the average wage. (See Table 1.) 10 This legislation passed the House by a vote of 382 to 37 and the Senate by 89 to 8. It received the support of virtually all Democratic members and the support of about 80 percent of Republican members. 5 Value of the minimum wage, 1955-1995 Adjusting for Inflation (In 1995 dollars) Real minimum wage $7 $6 $5 $4 $3 1955 1960 1965 1970 1975 1980 1985 1990 1995 Year Another comparison of interest is that during the 1960s and the 1970s, the earnings of a full-time minimum wage worker employed for the entire year typically were enough to lift a family of three out of poverty even without considering other sources of income. In 1995, full-time minimum wage earnings by itself will fall 27 percent below the estimated poverty line for a family of three. In short, no matter which comparison is examined, the minimum wage currently provides much weaker support than it traditionally has in the past. Employment Effects The potential effect of a minimum wage increase on employment has been the principal argument raised in opposition to such an increase. The argument is made that a higher minimum wage would price a large number of workers out of the labor market. The effects are likely to be particularly harsh for teenagers, it is argued, since such a large proportion of young workers have earnings at the minimum wage and their jobs are among the most marginal. While the potential employment effects of a minimum wage increase surely need to be considered, the weight of the empirical evidence suggests that the effects of a moderate raise from its current level are likely to be negligible. This conclusion is 6 Table 1. Value of the Minimum Wage Purchasing Power of the Minimum Wage as a Minimum Wage in Percent of the Average 1995 dollars Nonsupervisory Wage 1960s average $5.65 52.2% 1970s average $5.74 45.8% 1980s average $4.93 40.4% Current $4.25 37.7% Note: The Appendix Table includes year-by-year data for 1955-1995. based on a variety of recent studies employing different methodologies; the studies examined the effects of raises in the federal minimum wage both across the nation and in particular states, as well as the effects of raising state minimum wages above the federal level. One recent analysis updated what had generally been considered the best study of the employment effects of the minimum wage during the 1960s and the 1970s. The new study used information through 1986. The update found the minimum wage had just a small effect on teenage employment; a 10 percent increase in the minimum wage was associated with a decrease of six-tenths of one percent in teenage employment.¹¹ (In addition, the effect was not large enough to be statistically significant). The study also found that there was no significant relationship between the level of the minimum wage and the level of employment of adults aged 20 to 24. More importantly, studies of the impact of the increases in the federal minimum wage in April 1990 and April 1991 generally found that the increases did not reduce employment. David Card of Princeton University examined the effects of the minimum wage increase in 1990 on states with differing proportions of low-wage 11 Alison J. Wellington, "Effect of the Minimum Wage on the Employment Status of Youths: An Update," The Journal of Human Resources, Winter 1991. Wellington updated the study conducted by economists for the federal Minimum Wage Study Commission, which found a 10 percent increase in the minimum wage to be associated with a one percent decrease in the employment of teenagers and a one-quarter of one percent decrease in the employment of young adults (20 to 24 year olds), and found no strong evidence of any job loss for adults age 25 and over. Charles Brown, Curtis Gilroy, and Andrew Kohen, "Time-Series Evidence of the Effects of the Minimum Wage on Youth Employment and Unemployment," The Journal of Human Resources, Winter 1983. Many of the estimates of large job losses made during the debate over the appropriate size of the minimum wage in the late 1980s were based on the high range of studies from the 1960s and the 1970s, often ignoring the review and update of these studies by Brown, Gilroy, and Kohen. 7 workers. This allowed Card to test if states with relatively more minimum-wage workers fared relatively worse on the employment front when the minimum wage increased. But this was not the case. Card reported: "Comparisons of grouped and individual state data confirm that the rise in the minimum wage increased teenagers' wages. There is no evidence of corresponding losses in teenage employment." Another notable study of the impact of the recent increases in the federal minimum wage was conducted by Lawrence Katz (of Harvard University) and Alan Krueger (while at Princeton University). 13 Katz and Krueger examined the effects of the increases on the employees of fast-food restaurants in Texas. They analyzed the effects on restaurants with different levels of starting wages to test whether restaurants with lower starting wages - that is, those expected to be affected the most by an increase in the minimum wage - fared relatively worse on the employment front. This theory again did not prove true. Indeed, their findings suggest that the employment effects of the recent minimum wage increases, if anything, seem to be positive rather than negative.¹⁴ Card and Krueger have also examined the effects of recent increases in state minimum wage levels. These studies, too, found that the minimum wage increases did not reduce employment opportunities. For example, when New Jersey recently raised its minimum wage to $5.05 an hour, Card and Krueger found no evidence of a negative effect on employment. 15 (Their study approach included comparing employment trends in fast food restaurants in New Jersey to trends in eastern Pennsylvania, where the minimum wage remained constant. They found that employment trends were stronger in the New Jersey restaurants than in the Pennsylvania restaurants.) Some recent studies of raises in the minimum wage have found that it had some negative effect on employment. All studies, however, do not deserve equal weight, and at least some of these other studies include methodological problems that affect their results. For example, one of the most widely cited of these studies was conducted 12 David Card, "Using Regional Variation in Wages to Measure the Effects of the Federal Minimum Wage," Industrial & Labor Relations Review, October 1992. 13 Alan Krueger is currently on leave from Princeton University and is serving as Chief Economist of the U.S. Department of Labor. 14 Lawrence Katz and Alan Krueger, "The Effect of the Minimum Wage on the Fast-Food Industry," Industrial & Labor Relations Review, October 1992. 15 David Card and Alan Krueger, "Minimum Wages and Employment: A Case Study of the Fast Food Industry in New Jersey and Pennsylvania," American Economic Review, Volume 84, Number 4, September 1994. Also, see David Card, "Do Minimum Wages Reduce Employment? A Case Study of California, 1987-89," Industrial and Labor Relations Review, October 1992. 8 by David Neumark and William Wascher. 16 Their study, however, mistakenly assumes no teenagers are simultaneously attending school and working, when this is in fact a common occurrence. They also use a measure of the minimum wage that skews their findings. Card, Katz and Krueger reanalyzed Neumark and Wascher's data and corrected for these two problems; their reestimates find that the minimum wage does not negatively affect employment.¹⁷ Richard Freeman of Harvard University - long considered one of the nation's preeminent labor economists - just completed a review of the recent studies of the employment effects of the minimum wage and concluded: " at the level of the minimum wage in the late 1980s, moderate legislated increases did not reduce employment and were, if anything, associated with higher employment in some locales. Studies based on employment across economic units such as states and counties yield more disparate results. Most studies, however, reject the notion that the late 1980s/early 1990s increases had adverse employment effects, and the studies that find adverse effects prior to those increases obtain small elasticities [meaning small employment effects] which confirm the effectiveness of the minimum in redistributing wage income. That moderate increases in the minimum transferred income to the lower paid without any apparent adverse effect on employment at the turn of the 1990s is no mean achievement for a policy tool in an era when the real earnings of the less skilled fell sharply."1 Freeman also observed that any net reduction in employment from a higher minimum wage that might occur among teenagers would be mitigated by the extremely high turnover rates of these workers. So even if a higher minimum wage means that it will take some low-wage workers a little longer to find jobs, once they do find a job they will benefit from the higher wages. 16 David Neumark and William Wascher, "Employment Effects of Minimum and Subminimum Wages: Panel Data on State Minimum Wage Laws," Industrial & Labor Relations Review, October 1992. 17 David Card, Lawrence F. Katz and Alan B. Krueger, "Comment on David Neumark and William Wascher, 'Employment Effects of Minimum and Subminimum Wages: Panel Data on State Minimum Wage Laws", Industrial and Labor Relations Review, April 1994. 18 Richard B. Freeman, "Minimum Wages - Again!" International Journal of MANPOWER, Volume 15, Numbers 2/3, 1994. 9 These studies do not suggest or prove that any increase in the minimum wage - no matter how large - would have only desirable effects. But the outcomes of the studies suggest that the labor market functions in a more complicated manner than has been assumed by those contending that virtually any rise in the minimum wage results in a significant decrease in employment levels. For example, a higher minimum wage can make it easier for employers to fill vacancies and may decrease employee turnover. Both examples suggest circumstances in which a boost in the minimum wage can boost employment. The studies do suggest that particularly when the minimum wage is at especially low levels, as it is today, the employment effects of a moderate increase in the minimum wage may be modest or negligible. The Minimum Wage and the EITC The recent expansion in the federal Earned Income Tax Credit has helped offset the decline in the value of the minimum wage. But the offset has been far from complete. The EITC is a refundable tax credit that varies by earnings and family composition. Legislation enacted in 1993 provided for a large expansion in the EITC; under the new credit structure, a family with two or more children will receive an EITC equal to 40 percent of its earnings up to $8,640.¹⁹ The legislation also established a new credit - albeit a small one - for low-income workers without children. Under the new law, the maximum hourly wage subsidy received through the EITC is 40 percent, since families with two or more children with earnings of less than $8,640 receive 40 cents in EITC benefits for each dollar earned. Minimum wage 19 The expansion for two or more children will not take full effect until tax year 1996; the figures cited here reflect the fully phased-in EITC, but they are expressed in 1995 dollars. The EITC will remain at its maximum level (40 percent of $8,640 - or $3,456) for families with two or more children and with incomes between $8,640 and $11,290. Once income exceeds $11,290 the EITC will begin to decline in size. It will fall to zero when family income hits $27,715. The credit for families with one child is somewhat smaller. It is phased in at a 34 percent rate over a smaller earnings range and is phased out more quickly than the credit for a family with two or more children, falling to zero when family income hits $24,396. For childless workers, the maximum EITC is 7.65 percent of earnings and phases out completely when income hits $9,230. 10 workers living in other households will receive a smaller wage subsidy through the EITC for each hour worked or no EITC at all. 20 The new EITC levels - while representing a significant expansion over prior law - do not fully offset the fall in the value of the minimum wage. This is true for a number of reasons. Even for those few minimum wage workers who qualify for an EITC wage subsidy of 40 percent (those living in families with two or more children with earnings of less than $8,640 a year), the increase in the value of the EITC is less than the decline in the value of the minimum wage.21 This can be seen by calculating the "net wage" of a minimum wage worker. For minimum wage earners earning the new maximum EITC per hour, the combined value of minimum wage earnings and the EITC, minus payroll taxes, is much less than the average combined value for comparable minimum wage workers at the end of the 1970s. 22 The maximum net hourly pay of a minimum wage worker in 1996 (when the EITC is fully phased in) will be 12 percent below its value in 1979 23 20 For families with one child, the maximum hourly wage subsidy received through the EITC is 34 percent, which applies to such families with earnings of less than $6,160. For childless workers, the maximum hourly wage subsidy received through the EITC is 7.65 percent, which applies to such workers with earnings of less than $4,100. 21 AFDC benefits to working poor families have also dropped precipitously since the 1970s. If this decline were included in the calculations in the text, the net income of minimum-wage earners would be shown to have fallen even more since the 1970s. 22 It is standard practice to subtract out the employee's share of payroll taxes when the value of the EITC is added in; this is done both because the EITC is designed in part to offset payroll taxes and because this is consistent with moving from a before-tax calculation (just the value of the minimum wage) to an after-tax calculation (adding in the EITC and subtracting payroll taxes). 23 In inflation-adjusted dollars, the maximum after-tax net hourly pay of a minimum wage worker living in a family with two or more children and earning less than $8,640 will be $5.45 an hour in 1996, down from $6.22 an hour in 1979. The estimates were calculated as follows. If the minimum wage remains unchanged from current law, in 1996 its purchasing power in 1995 dollars will equal $4.11 an hour, the corresponding maximum hourly EITC benefit for a family with two or more children will be $1.65 an hour and payroll taxes will be $.31, yielding a net hourly wage of $5.45. By comparison, in 1979, the minimum wage equaled $5.99 per hour, after adjusting for inflation. For a family receiving the maximum hourly EITC benefit, the hourly value of the EITC was $.60 (the EITC equaled 10 percent of hourly earnings for such families), and the hourly cost of payroll taxes was $.37, yielding a net hourly wage of $6.22. Some have used the figure that the EITC raises the value of the minimum wage to $6 an hour for certain families with two or more children. This figure differs from the $5.45 an hour calculation both because the $6 calculation neglects to subtract out payroll taxes and because it is expressed in 1996 dollars (continued...) 11 Furthermore, only a small fraction of minimum wage workers qualify for a wage subsidy of 40 percent through the EITC. Minimum wage workers who do not live in families that have two or more children and earnings of less than $8,640 will earn a smaller per-hour EITC or no EITC at all. As a result, net hourly pay has fallen much more than 12 percent since 1979 for the large majority of minimum wage workers. Many of these workers are poor themselves or live in families with modest incomes. In 1995, the estimated poverty line for a family of three is $12,192; for a family of four, it is $15,621. In addition, unless the minimum wage is increased or indexed, the real value of the minimum wage will fall each year, and the net wage gap compared to the 1970s will grow. The EITC expansion is fully phased in as of 1996; under current EITC and minimum wage law, the net income of a minimum wage earner will begin to fall from 1997 onwards. (Although the EITC is indexed to inflation, the minimum wage will fall relative to inflation.) The increase in the EITC does not fully offset the decline in the minimum wage for another reason as well. The delivery of EITC payments is usually not timely; virtually all EITC recipients receive their benefits in one lump sum payment when they file their taxes. Although there is interest in improving the EITC delivery system, such improvements are difficult to design, and it is unlikely that there will be much progress on this front in the near future. By contrast, the minimum wage is delivered in a more timely manner for struggling families - with each paycheck. In short, the minimum wage and the EITC are best viewed as complementary policies and not as substitutes for each other. While criticisms of the minimum wage are typically overstated, it remains true that the EITC holds no risk of endangering employment opportunities and is adjustable by family size. On the other hand, the minimum wage has several advantages over the EITC - it does not raise marginal tax rates on any workers and is received in a timely manner throughout the year. 24 Moreover, relying on the EITC alone is likely to place too large a burden on the federal budget. A combined minimum wage/EITC approach reflects a balanced sharing of the burden of "making work pay" between the public and private sectors. 23 (...continued) instead of being expressed in terms of its purchasing power in 1995. 24 In addition, money received through a private paycheck is, in some ways, inherently preferable to money received through a government program. This is true even when the program is the EITC, where there is no stigma attached. 12 Conclusion Restoring the strength of the federal minimum wage is appropriate. 25 The combination of the new EITC and a minimum wage providing closer to its traditional level of support would help "make work pay" for poor and moderate-income workers. In addition to restoring the strength of the minimum wage, Congress should consider indexing the minimum wage to provide for an automatic annual adjustment process and protect against further erosion in the wage standard. 26 25 Recent news reports have indicated that the Clinton Administration is considering endorsing a minimum wage increase of as much as $1.00 per hour. A minimum wage of $5.25 an hour in 1996 would still be 11 percent below its average value during the 1970s, after adjusting for inflation. A minimum wage increase to this level would be unlikely to have detrimental employment effects of a significant nature. 26 Among the advantages to indexation are that it would result in small, predictable changes to the minimum wage to which labor markets could more easily adjust. It also would protect workers from the long periods of erosion in the value of the minimum wage that they have experienced in recent years. If the minimum wage is indexed, it is advisable to have changes in the wage floor be equivalent to changes in a measure of average wages. This indexation approach means that minimum wage workers would share equally in whatever wage progress is occurring. It also would avoid increases of inappropriate size during periods of general wage stagnation. 13 Appendix Table. Value of the Minimum Wage, 1955-1995 Minimum Wage Value of the Value of the as a Percent of the Minimum Wage, Minimum Wage, Average Private Year Nominal Dollars 1995 Dollars* Nonsupervisory Wage 1955 $0.75 $3.94 43.9% 1956 1.00 5.16 55.6 1957 1.00 5.01 52.9 1958 1.00 4.87 51.3 1959 1.00 4.84 49.5 1960 1.00 4.75 47.8 1961 1.15 5.41 53.7 1962 1.15 5.36 51.8 1963 1.25 5.74 54.8 1964 1.25 5.67 53.0 1965 1.25 5.59 50.8 1966 1.25 5.43 48.8 1967 1.40 5.90 52.2 1968 1.60 6.49 56.1 1969 1.60 6.21 52.6 1970 1.60 5.92 49.5 1971 1.60 5.67 46.4 1972 1.60 5.51 43.2 1973 1.60 5.18 40.6 1974 2.00 5.89 47.2 1975 2.10 5.71 46.4 1976 2.30 5.92 47.3 1977 2.30 5.56 43.8 1978 2.65 6.00 46.6 1979 2.90 5.99 47.1 1980 3.10 5.76 46.5 1981 3.35 5.68 46.2 1982 3.35 5.36 43.6 1983 3.35 5.14 41.8 1984 3.35 4.93 40.3 1985 3.35 4.76 39.1 1986 3.35 4.67 38.2 1987 3.35 4.51 37.3 1988 3.35 4.33 36.1 1989 3.35 4.13 34.7 1990 3.80 4.44 37.9 1991 4.25 4.77 41.1 1992 4.25 4.63 40.2 1993 4.25 4.50 39.2 1994 4.25 4.38 n/a 1995 4.25 4.25 n/a *Adjusted for inflation using the CPI-U-X1. 14 CENTER ON BUDGET AND POLICY PRIORITIES FOR IMMEDIATE RELEASE: CONTACT: Michelle Bazie Wednesday, January 11, 1995 Isaac Shapiro (202) 408-1080 MINIMUM WAGE DROPS TO SECOND LOWEST LEVEL SINCE 1955, REPORT FINDS The purchasing power of the federal minimum wage is now at its second lowest level in four decades, according to a report released today by the Center on Budget and Policy Priorities. The report - Four Years and Still Falling: The Decline in the Value of the Minimum Wage - found that after adjusting for inflation, the value of the minimum wage is above its level in 1989 but is below its level for every other year going back to 1955. If the value of the minimum wage were to have the same purchasing power in 1995 as it averaged in the 1970s, it would need to equal about $5.75 an hour. Instead, it equals $4.25 an hour. Unless steps are taken to strengthen the wage floor, in 1996 inflation will push the purchasing power of the minimum wage below its 1989 level, thereby hitting its lowest annual level since 1955, the report said. "It has been nearly four years since the minimum wage was last raised" said Isaac Shapiro, author of the Center report. "To help 'make work pay' and to assist struggling families with minimum wage workers, it's time to restore the strength of our nation's wage floor." The report also examined studies of the effects of changes in the federal and state minimum wage in the late 1980s/early 1990s on employment opportunities. These studies, conducted by several of the nation's leading labor economists, suggest that a moderate increase in the minimum wage would have a negligible effect on employment, the Center found. After reviewing these studies, Harvard labor economist Richard Freeman, a noted expert in the area, concluded that these minimum wage increases did not have "any apparent adverse effect on employment." The Erosion in the Value of the Minimum Wage For more than nine years from January 1, 1981 to April 1, 1990, the minimum wage remained frozen at $3.35 an hour, the report said. Legislation signed by President Bush subsequently raised the minimum wage to its current level of $4.25 an hour. These raises, however, made up less than half of the ground that had been lost to inflation. In 1991, after the minimum wage was increased to $4.25 an hour, its value was 17 percent below its average level in the 1970s. more 777 North Capitol Street, NE, Suite 705, Washington, DC 20002 Tel: 202-408-1080 Fax: 202-408-1056 Minimum Wage January 11, 1995 Page 2 Value of the minimum wage, 1955-1995 Adjusting for Inflation (In 1995 dollars) Real minimum wage $7 $6 $5 $4 $3 1955 1960 1965 1970 1975 1980 1985 1990 1995 Year Since April 1991, the report explained, the minimum wage has stood still while the cost of living has risen another 11 percent. As a consequence of these developments, the value of the minimum wage is now far below its traditional level, said the report. Its value is 26 percent below its average level during the 1970s, after adjusting for inflation. (See Figure.) The wage standard has also fallen dramatically relatively to other wages, the report found. In the 1970s, the minimum wage averaged 46 percent of the average wage of private nonsupervisory workers. Currently, it equals 38 percent of the average wage. "The only way to characterize the current value of the minimum wage is that it is extraordinarily low," said Shapiro. "Even if inflation continues at a moderate pace, the purchasing power of the minimum wage will soon drop to its lowest level since President Eisenhower's first term." New Studies on the Minimum Wage and Employment The report also reviewed important recent studies that used several different methodologies to assess the employment effects of increases in the federal minimum wage both across the nation and in particular states, as well as the effects of raising state minimum wages above the federal level. more Minimum Wage January 11, 1995 Page 3 The studies discussed in the report included those that examined the effects of the federal minimum wage increases in 1990 and 1991. One of the state studies examined the effects of an 80- cent increase in the New Jersey state minimum wage, from $4.25 an hour to $5.05 an hour in 1992. Another examined the effects of a 90-cent increase in California's minimum wage from $3.35 an hour in 1987 to $4.25 an hour in 1988. These studies generally found that the minimum wage increases did not reduce employment opportunities. After reviewing these and other studies of federal and state minimum wage changes in the late 1980s and early 1990s, Richard Freeman of Harvard University concluded: "That moderate increases in the minimum [wage] transferred income to the lower-paid without any apparent adverse effect on employment at the turn of the 1990s is no mean achievement for a policy tool in an era when the real earnings of the less skilled fell sharply." The Center's report echoes Freeman's observation that any net reduction in employment from a higher minimum wage that might occur among teenagers would be mitigated by the extremely high turnover rates of these workers. That is, even if a higher minimum wage means that it will take some low-wage workers a little longer to find a job, once they do find a job they will benefit from the higher wages. "These studies do not suggest or prove that any increase in the minimum wage - no matter how large - would have only desirable effects," said Shapiro. "But the outcomes of the studies suggest that the labor market functions in a more complicated manner than has been assumed by those contending that virtually any rise in the minimum wage results in a significant decrease in employment levels. The studies suggest that when the minimum wage is at a low level, as it is today, the employment effects of a moderate increase in the minimum wage are likely to be negligible." Labor Market Backdrop The deterioration in the minimum wage has come at an unfortunate time, the report said. Over the past two decades, there has been a drop in the real wages of workers at the bottom of the pay scale, wages for middle class workers have been stagnant, and the wage gains that have occurred have been concentrated among the wealthiest workers. As a result of these divergent trends, wage inequality has grown considerably. There is mounting evidence that the erosion in the value of the minimum wage has contributed to the increase in wage inequality. The report also found that in 1993, some 22 million people - more than half of the poor - lived in households with a worker. Among families with children where the householder is employed, the likelihood of being poor has increased. Some 7.7 percent of these families lived in poverty in 1977; by 1993, some 11.3 percent did. - more Minimum Wage January 11, 1995 Page 4 Among workers paid by the hour, the Center found that workers earning at or below the minimum wage were almost four times as likely to be poor as workers earning above the minimum wage. "If we want to help ensure that economic gains are shared more evenly among workers and help families earn their way out of poverty, a minimum wage increase is appropriate," Shapiro said. The Characteristics of Minimum Wage Workers Contrary to the popular stereotype, the large majority of minimum wage workers are not teenagers, the report found. Nor are they minorities. In 1993, among workers paid by the hour with earnings at or below the minimum wage: Less than one in three - 31 percent - were teenagers. About one in five - 22 percent - were 20 to 24 years old. Nearly half - 47 percent - were aged 25 years or older. Although minorities are overrepresented among minimum wage workers, an estimated 70 percent of hourly workers paid at or less than the minimum wage were non- Hispanic whites. More than three of every five minimum wage workers - 62 percent - were women. The Minimum Wage and the EITC The report also found that while the recent expansion in the Earned Income Tax Credit has helped offset the decline in the value of the minimum wage, the offset is only partial. Only a small fraction of minimum wage workers qualify for the maximum EITC on a per-hour basis. Even for those few minimum wage workers earning this maximum EITC, the increase in the value of the EITC has not fully offset the decline in the value of the minimum wage. In 1996 (when the EITC expansion is fully phased in), the maximum combined hourly value of minimum wage earnings and the EITC, minus payroll taxes, will be 12 percent below its combined value in 1979, after adjusting for inflation. For most minimum wage workers, the net drop is much larger. The Center on Budget and Policy Priorities conducts research and analysis on a range of government policies and programs, with an emphasis on those affecting low- and moderate-income people. It is supported primarily by foundation grants. ####