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Dr. Viola Weber
European Information Centre, BKK Bundesverband GbR (BKK Federal Association of Company Health Insurance Funds), Germany
Dr. Franz Netta
Central HR Services Bertelsmann AG, Germany
Employee attitude surveys have been used for decades to assess workplace satisfaction and organisational climate - at the same time demonstrating a culture of participation within an organisation. They often serve as an accompanying measure to evaluate or initiate processes of organisational restructuring or development.
Why ask about your workers' health?
Surveys generally comprise areas such as company values and leadership or developmental perspectives which are not only determinants for work satisfaction but which are also important determinants of health. Health and well-being are both prerequisites for individual and organisational motivation and performance and are outcomes of the working conditions. However, although mentioned as essential topics in most corporate policies, health and well-being are often not directly addressed in the majority of employee attitude surveys.
There is compelling evidence that companies will not cope with future demands related to demographic change if they do not adopt a comprehensive health management approach now. With the agreement of staff, an employee attitude survey can include specific questions on health and well-being which would both highlight the importance of the topic and communicate management interest in - and commitment to - maintaining their employees' health. Furthermore, it permits the targeted, data-base development of quantifiable health promotion measures.
The awareness that corporate health management does not fall into the category of "a nice to have social benefit" but has significant strategic importance for the organisation is gradually gaining currency in industry and in the administrative sector. Organisations which do not succeed in raising significantly the health level of their older workers will face drastic consequences. For example, employees aged 55+ in Germany have an annual illness duration three times higher than workers in their twenties, which represents a major cost in terms of lost working hours and lost production (BKK statistics, 2006). This effect will be multiplied as the proportion of older workers increases. If poor health forces older workers to leave the company and qualified successors are not available, it will become still harder for organisations to remain productive, innovative and competitive. It is therefore understandable that companies and administrations are increasingly asking what factors they can influence to improve the health of their older workers.
There is also a strong business case for promoting health in the workplace: According to studies by Bertelsmann (1) and the University of Bielefeld (Germany), elements of corporate culture which exert a positive influence on workers' health also have a positive impact on the economic performance of the company. A study by the Federal Ministry of Labour (Germany), together with the Psychonomics agency, the University of Cologne and the Great Place to Work Institute, comes to the clear conclusion that corporate culture can be responsible for as much as 31% of the business performance of an enterprise (2).
Measuring work and health
In our fast-moving and competition-oriented global society, organisations can benefit from an early-indication tool to determine health risks and potential areas for improvement. However, the development of diseases has multiple causes - the processes of stress and strain (such as adverse working conditions and physical/psychological complaints or disorders) for instance is highly complex and reciprocal. Therefore, when analysing the effects of work on health and vice versa, we need to be aware that to obtain a comprehensive picture of health, we have to make use of multidimensional methods of assessment, i.e. combine subjective data (from self-evaluation) with different objective measures (e.g. observation, physiological values and medical examinations).
Most companies use questionnaires to gather information on various workplace issues and attitudes. This method is practical, economical and may deliver useful information from a large sample in a short time. Reflecting growing awareness of psychosocial stress factors at work and related (mental) health problems, many questionnaires now contain specific questions on stress and well-being.
The value of employee attitude surveys is also recognised by those concerned with health management, as is shown by the number of hits of Internet search systems when "health" and "employee survey" are entered. This approach appears all the more promising as nowadays there are new analysis and perception possibilities with modern statistical processes.
Procedures adopted at Bertelsmann AG
To analyse attitude surveys, Bertelsmann uses path and structural equation models. In contrast to conventional correlation analyses, these not only represent the statistical relationships between two variables in a survey but also indicate the causal dependencies between several variables. To give an example - Bertelsmann analysed an employee survey among 50.000 participants worldwide to find out what factors influence an employee’s view as to whether his or her company is providing reasonable protection against work-related health risks. The diagram below illustrates the causal path – with 'health protection' being the dependant variable, 'work schedule', 'job clarity' and 'work autonomy' causing a direct, and 'supervisor' an indirect effect.
Figure:
Causal path for 'perceived health protection'. Width of arrows indicates the extent of effect on the subsequent variable, proportional to the absolute magnitude of the corresponding path coefficient. Multiple regression correlation coefficient R²: total effect (measure of the proportion of variability explained by antecedent variables; valued between 0 and 1).

The diagram shows an obvious connection between the work schedule and the perceived health protection (e.g. shift work leads to a poor level of perceived health protection). However, it also indicates that the individually estimated degree of freedom ('autonomous decision making') in work has an even greater effect, as it acts not only directly on the perceived health protection, but also indirectly through an influence on working time. The latter suggests that employees perceive the possibility of influencing their own working time as an important part of their work autonomy. If decision latitude within the specific work task is restricted, due to mechanical alignments or customers (e.g. in call centres) then the ability by individual employees to influence their shift plans, holidays or start and finish times becomes even more important. Work autonomy is equally important for blue collar workers as for white collar workers, only in a different way.
The second major factor influencing perceived health protection is job security and being informed about the company's strategy. Work autonomy and transparency are important factors shaping health perceptions - the connection has been long understood (Karasek, 1979): Personally important circumstances that are unknown and cannot be controlled cause high levels of stress – which is a reason for many psychological and physical illnesses. Finally, the diagram shows the major impact a direct supervisor's behaviour has on employees' work autonomy and job clarity and therefore on their perceived health protection. Effectively, the health protection perceived by workers depends to a very high degree (62%) on their supervisor's behaviour.
A close correlation has been made between employee perceptions of their health protection and actual sickness rates. This was revealed in a comparison of sickness figures with employees' responses in structurally comparable business units at Bertelsmann. Moreover, it also matches the long-time observation of Ilmarinen (2005) that the direct supervisor exerts a crucial influence on the long-term work ability of employees.
Addressing health in EfH employee surveys
Based on these findings, a number of member companies of the Enterprise for Health network formed a working group to seek ways to broaden their survey instruments to include more outcome-related aspects of health, as a step further towards improving health management for their own organisations and others.
The group’s overall objective is to:
The working group identified the need to:
Apart from the signalling function and the communicative effect of an explicit 'health category' in a survey, subjective estimations or the anticipation of individual health can contribute to indicate potential diseases, thus facilitating the implementation of prevention and intervention measures. However, we need to be aware of the general limitations with respect to the validity of subjective ratings: evidence from empirical findings, as well as from company experience, show that a specific group of individuals - mainly younger, highly-motivated employees and those in senior positions - tend to report actual good health and low strain in specific health or stress questionnaires although they are actually highly stressed and have a poor work-life balance. This effect, though, may be reduced by asking for anticipated future work ability. After all, the additional assessment of subjective estimates of the individual state of health or well-being provides valuable complementary data with regard to the prediction of presenteeism or future illness, and leads to valuable results, above all if it is combined with further objective measures, such as e.g. medical data.
Main topics in current company surveys
A review of employee attitude surveys in EfH member companies showed a largely common structure, with similar categories, questions and scales relating to specific subjects, such as leadership, organisation and personnel development. Many questionnaires also contained items relating to health or its determinants, but in the majority of cases there was no explicit, visible section that gave due recognition to the relevance and importance of the topic. In these surveys, the field of health was represented rather indirectly, with questions scattered under different headings, such as job satisfaction, company values, working conditions.
Examples:
• Job satisfaction (‘My present job is mentally taxing and causes stress.’)
• Values (‘Much emphasis is placed on people and their well-being.’)
• Job and working conditions (‘How satisfied are you with the protection against work-related health issues?’)
• Company (‘How satisfied are you with the balance between your private and
professional life?’)
Going forward, more companies are increasingly using dedicated health questionnaires, partly derived from standardised scientific instruments (such as the General Health Questionnaire or the Copenhagen Psychosocial Questionnaire COPSOQ as a stress-strain measure) and subsequently adapted to the specific company.
The most common sections cover
Results of the EfH working group
Based on information gained with the present instruments, enhanced by current theoretical concepts and modern research analysis, the working group has highlighted four essential fields of health to be considered in a survey. They are highly significant for employee and company well-being and performance, suitable to be addressed within an organisational context and therefore expected to provide additional value for diagnostic and intervention purposes.
They are:
General health
An obvious question to include relates to the employee's perception of his/her state of health (e.g. degree of agreement with the statement 'My present state of health is good'). Special reference can be made to the state of physical and mental health, compared with personal optimum or peers.
(Future) Work ability
Within the concept of work ability, defined as the ability to cope with physical and mental work demands at a given time (elaborated by H.M. Hasselhorn, chapter 3 in this booklet), health is an essential prerequisite. Responses to suggested questions such as 'Based on my present state of health, I will be able to perform my present work in the next two years', indicate whether the worker expects to be able or unable to cope with future demands because of anticipated personal poor health or because there is something in the work environment which the employee fears will damage his/her health if unchecked.
Work-related health and well-being
It is referred to the perceived impact of work as a whole or of specific working conditions on the individual health state. Work influences be can either positive (salutogenetic effect) or negative (damaging effect). For example: 'I can do my job without impairments to my health', or specifically, related to personal burnout: 'I feel emotionally empty in my work'; 'I feel inspired by my work'.
Health-related services
Here the survey asks employees how they view the company's commitment and willingness to invest in health.
Response scale of items
It is suggested to phrase items as personal statements, with a Likert 5-point response scale:
'I strongly agree – I agree – partly agree/partly disagree – I disagree – I strongly disagree'
In order to increase personal involvement and practicability the scale contains a 'neutral' response category (partly agree/partly disagree) which is an option for people who are undecided.
Recommendations
The following is recommended if you/your company are willing and in a position to start and maintain a continuous communication and improvement process to explicitly position employee health as a field of interest and action ('your health matters to us…').
Conclusion
The EfH working group has drawn up a list of questions covering the four key areas referred to above and recommends the inclusion of at least one item to represent each area in general employee surveys. Responses in these areas might indicate a need for intervention activities. Specific instruments may later be combined to conduct a more in-depth analysis.
The EfH working group strongly recommends that companies and organisations enhance their employee surveys by explicitly including the topic of health, thereby gaining knowledge about related organisational characteristics as well as business results and indicators for adequate intervention and prevention. This would represent a significant step up from basic satisfaction surveys, it demonstrates a caring approach, provides the company with a better understanding of workforce issues and establishes a platform for improvement actions. The results should reinforce the need to integrate comprehensive health management into the corporate culture.
(1)
Conducted in 2002 with over 50,000 and in 2006 with over 64,000 data records. The degree of autonomy represents quite a significant health factor as well as an identification factor, the latter influencing in turn motivation, work productivity, work diligence etc.
(2)
http://www.inqa.de/Inqa/Navigation/root,did=232344.htm#233072
REFERENCES
Badura, B., Greiner, W., Ueberle, M., Rixgens, P., Behr, M. (2008). Sozialkapital: Grundlagen von Gesundheit und Unternehmenserfolg. Springer, Berlin, Germany, pp.107 ff.
BKK Bundesverband (2006). Gesundheitsreport 2006: Demografischer und wirtschaftlicher Wandel – gesundheitliche Folgen.
Ilmarinen, J. (2005). Towards a longer worklife: Ageing and the quality of worklife in the European Union. FIOH, Helsinki, Finland.
Karasek, R.A. (1979). Job Demands, Job Decision Latitude, and Mental Strain: Implications for Job Redesign. Administrative Science Quarterly, Vol. 24, No. 2, pp. 285-308.
Kristensen, T.S, Hannerz H., Høgh A., Borg V. (2005). The Copenhagen Psychosocial Questionnaire (COPSOQ) - a tool for the assessment and improvement of the psychosocial work environment. Scand J Work Environ Health.;31:438-449.
World Health Organisation Europe (2006). Tackling Europe’s major diseases: the challenges and the solutions. Fact sheet Euro/03/06. Copenhagen.