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SHRM Survey Findings: Work/Life Balance
Policies


                                   July 12, 2012
Definitions


 Wireless communication devices: For the purposes of this survey, wireless communication devices
  include cell phones, smart phones (e.g., Blackberry, iPhone, Android), tablets
  (e.g., iPad, Archos, PlayBook) and similar communication devices.

 Work/life balance policies: For the purposes of this survey, work/life balance policies include
  programs that encourage flexible employee work arrangements that emphasize the value of making
  work and life responsibilities more manageable for employees.




                                                                         Work/Life Balance Policies ©SHRM 2012   2
Key Findings


 How prevalent are work/life balance policies? Twenty-four percent of organizations have a formal
  work/life balance policy in place, whereas approximately one-half of organizations (52%) have an
  informal work/life balance policy.

 What elements are included in work/life balance policies? Working during vacation time was
  included in almost one-half of formal work/life balance policies (47%) and in over three-fifths of
  informal policies (62%). Working during sick time was also included in roughly one-third of formal
  policies (34%) and one-half of informal policies (54%).

 What are supervisors/management doing to encourage employees to take time away from work to
  recharge? The majority of organizations (80%) indicated that their supervisors/managers encourage
  a healthy work/life balance within their unit/work group. Approximately two-thirds of
  supervisors/managers (67%) encourage employees to ask for help when necessary, and roughly one-
  quarter of supervisors/managers (26%) discourage employees from answering e-mails or phone calls
  via their wireless communication devices during nonworking hours.




                                                                             Work/Life Balance Policies ©SHRM 2012   3
Organizations with Formal Work/Life Balance Policies




                                       Work/Life Balance Policies ©SHRM 2012   4
Does your organization have a formal (i.e., written) work/life balance policy?




     Yes                                   24%




     No                                                                                            76%




    Note: n = 327. Respondents who answered “not sure” were excluded from this analysis.



                                                                                           Work/Life Balance Policies ©SHRM 2012   5
Please indicate the elements included in your formal work/life policy:




                                                                                                                      Percentage


Working during vacation time                                                                                               47%


Working over a specified number of hours per week in the office or away
                                                                                                                           43%
from the office for both exempt and nonexempt employees


Working during sick time                                                                                                   34%


Flexible work arrangements*                                                                                                10%


Other                                                                                                                       9%


Note: n = 79. Only respondents whose organizations have formal work/life policies were asked this question. Percentages do not equal
100% due to multiple response options. An asterisk (*) indicates that this response option was developed from open-ended responses.

                                                                                                  Work/Life Balance Policies ©SHRM 2012   6
Organizations with Informal Work/Life Balance Policies




                                         Work/Life Balance Policies ©SHRM 2012   7
Does your organization have an informal (e.g., management practices) work/life
balance policy demonstrating organizational commitment to the importance of
employees taking time away from work to recharge?




    Yes                                                                   52%




    No                                                               48%




    Note: n = 254. Respondents who answered “not sure” were excluded from this analysis. Only respondents whose organizations
    do not have formal work/life policies were asked this question.


                                                                                             Work/Life Balance Policies ©SHRM 2012   8
Please indicate the elements included in your informal work/life policy:




                                                                                                                    Percentage


Working during vacation time                                                                                             62%


Working during sick time                                                                                                 54%


Working over a specified number of hours per week in the office or away
                                                                                                                         41%
from the office for both exempt and nonexempt employees


Flexible work arrangements*                                                                                               9%


Other                                                                                                                     8%


Note: n = 133. Only respondents whose organizations have informal work/life policies were asked this question. Percentages do not equal
100% due to multiple response options. An asterisk (*) indicates that this response option was developed from open-ended responses.
                                                                                                  Work/Life Balance Policies ©SHRM 2012   9
Which management practices are utilized to encourage employees to take time
away from work to recharge?



                                                                                                                      Percentage

Supervisors/managers encourage a healthy work/life balance within their
                                                                                                                           80%
unit/work group.
Supervisors/managers encourage employees to ask for help when
necessary (e.g., when employee finds that he/she needs to work beyond                                                      67%
specified work hours).
Supervisors/managers discourage employees from answering e-mails or
phone calls via their wireless communication devices during nonworking                                                     26%
hours (e.g., weekends, evenings, holidays).
Supervisors/managers encourage the use of PTO/vacation and sick leave.*                                                     7%
The organization has days or time when e-mail is not used (e.g., “E-mail-
                                                                                                                            1%
Free Fridays”, “No e-mail weekends”).
Other                                                                                                                       4%
Note: n = 84. Only respondents whose organizations have informal work/life policies were asked this question. Percentages do not equal
100% due to multiple response options. An asterisk (*) indicates that this response option was developed from open-ended responses.


                                                                                                  Work/Life Balance Policies ©SHRM 2012   10
Demographics: Organization Industry


                                                                                                        Percentage
Manufacturing                                                                                                17%
Finance and insurance                                                                                        17%
Health care and social assistance                                                                            12%
Professional, scientific and technical services                                                              10%
Other service except public administration                                                                    9%
Educational services                                                                                          6%
Public administration                                                                                         5%
Retail trade                                                                                                  4%
Construction                                                                                                  3%
Information, publishing industries                                                                            3%
Religious, grant-making, civic professional and similar organizations                                         3%
Transportation and warehousing                                                                                2%


Note: n = 332. Percentages do not equal 100% due to multiple response options.

                                                                                 Work/Life Balance Policies ©SHRM 2012   11
Demographics: Organization Industry (continued)


                                                                                                                          Percentage
Wholesale trade                                                                                                                 2%
Utilities                                                                                                                       2%
Accommodation and food services                                                                                                 2%
Administrative and support and waste management and remediation services                                                        2%
Real estate, rental and leasing                                                                                                 2%
Arts, entertainment and recreation                                                                                              1%
Agriculture, forestry, fishing and hunting                                                                                      1%
Mining                                                                                                                          1%
Repair and maintenance                                                                                                          1%
Management of companies and enterprises                                                                                         1%
Personal and laundry services                                                                                                     *


Note: n = 332. Percentages do not equal 100% due to multiple response options. An asterisk (*) indicates < 1%.
                                                                                                   Work/Life Balance Policies ©SHRM 2012   12
Demographics: Organization Sector




 Privately owned for-profit organization                    49%



 Publicly owned for-profit organization           22%



                 Nonprofit organization          19%



                    Government sector       7%



                                  Other    3%

    n = 332


                                                        Work/Life Balance Policies ©SHRM 2012   13
Demographics: Organization Staff Size




             1 to 99 employees              26%


     100 to 499 employees                     31%


    500 to 2,499 employees            16%



 2,500 to 24,999 employees              22%



 25,000 or more employees        5%



   n = 330

                                                    Work/Life Balance Policies ©SHRM 2012   14
Demographics: Other


Does your organization have U.S.-based      Is your organization a single-unit organization or a
operations (business units) only, or does   multi-unit organization?
it operate multinationally?
                                            Single-unit organization: An organization
U.S.-based operations only         74%      in which the location and the                      33%
                                            organization are one and the same.
Multinational operations           26%
n = 329                                     Multi-unit organization: An organization
                                                                                               67%
                                            that has more than one location.
                                            n = 331

What is the HR department/function for      For multi-unit organizations, are HR policies and
which you responded throughout this         practices determined by the multi-unit
survey?                                     headquarters, by each work location or by both?
Corporate (companywide)            70%      Multi-unit headquarters determines HR
                                                                                               52%
Business unit/division             14%      policies and practices.

Facility/location                  16%      Each work location determines HR
                                                                                                3%
                                            policies and practices.
n = 230
                                            A combination of both the work location
                                            and the multi-unit headquarters                    45%
                                            determines HR policies and practices.
                                            n = 230


                                                                       Work/Life Balance Policies ©SHRM 2012   15
SHRM Survey Findings: Work/Life Balance Policies

  Methodology

         Response rate = 12%

         Sample composed of 332 randomly selected HR professionals from
          SHRM’s membership

         Margin of error +/-5%

         Survey fielded June 9 – June 27, 2011


                                   For more poll findings, visit www.shrm.org/surveys
                              Follow us on Twitter: http://twitter.com/SHRM_Research

Project leader:
Robert Boyd, survey research analyst, SHRM Research
Project contributors:
Mark Schmit, Ph.D., SPHR, vice president, SHRM Research
Evren Esen, manager, SHRM Research
Christina Lee, SHRM Research
Copy Editor:
Katya Scanlan, SHRM Knowledge Center
                                                                              Work/Life Balance Policies ©SHRM 2012   16

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Ict work life balance final

  • 1. SHRM Survey Findings: Work/Life Balance Policies July 12, 2012
  • 2. Definitions  Wireless communication devices: For the purposes of this survey, wireless communication devices include cell phones, smart phones (e.g., Blackberry, iPhone, Android), tablets (e.g., iPad, Archos, PlayBook) and similar communication devices.  Work/life balance policies: For the purposes of this survey, work/life balance policies include programs that encourage flexible employee work arrangements that emphasize the value of making work and life responsibilities more manageable for employees. Work/Life Balance Policies ©SHRM 2012 2
  • 3. Key Findings  How prevalent are work/life balance policies? Twenty-four percent of organizations have a formal work/life balance policy in place, whereas approximately one-half of organizations (52%) have an informal work/life balance policy.  What elements are included in work/life balance policies? Working during vacation time was included in almost one-half of formal work/life balance policies (47%) and in over three-fifths of informal policies (62%). Working during sick time was also included in roughly one-third of formal policies (34%) and one-half of informal policies (54%).  What are supervisors/management doing to encourage employees to take time away from work to recharge? The majority of organizations (80%) indicated that their supervisors/managers encourage a healthy work/life balance within their unit/work group. Approximately two-thirds of supervisors/managers (67%) encourage employees to ask for help when necessary, and roughly one- quarter of supervisors/managers (26%) discourage employees from answering e-mails or phone calls via their wireless communication devices during nonworking hours. Work/Life Balance Policies ©SHRM 2012 3
  • 4. Organizations with Formal Work/Life Balance Policies Work/Life Balance Policies ©SHRM 2012 4
  • 5. Does your organization have a formal (i.e., written) work/life balance policy? Yes 24% No 76% Note: n = 327. Respondents who answered “not sure” were excluded from this analysis. Work/Life Balance Policies ©SHRM 2012 5
  • 6. Please indicate the elements included in your formal work/life policy: Percentage Working during vacation time 47% Working over a specified number of hours per week in the office or away 43% from the office for both exempt and nonexempt employees Working during sick time 34% Flexible work arrangements* 10% Other 9% Note: n = 79. Only respondents whose organizations have formal work/life policies were asked this question. Percentages do not equal 100% due to multiple response options. An asterisk (*) indicates that this response option was developed from open-ended responses. Work/Life Balance Policies ©SHRM 2012 6
  • 7. Organizations with Informal Work/Life Balance Policies Work/Life Balance Policies ©SHRM 2012 7
  • 8. Does your organization have an informal (e.g., management practices) work/life balance policy demonstrating organizational commitment to the importance of employees taking time away from work to recharge? Yes 52% No 48% Note: n = 254. Respondents who answered “not sure” were excluded from this analysis. Only respondents whose organizations do not have formal work/life policies were asked this question. Work/Life Balance Policies ©SHRM 2012 8
  • 9. Please indicate the elements included in your informal work/life policy: Percentage Working during vacation time 62% Working during sick time 54% Working over a specified number of hours per week in the office or away 41% from the office for both exempt and nonexempt employees Flexible work arrangements* 9% Other 8% Note: n = 133. Only respondents whose organizations have informal work/life policies were asked this question. Percentages do not equal 100% due to multiple response options. An asterisk (*) indicates that this response option was developed from open-ended responses. Work/Life Balance Policies ©SHRM 2012 9
  • 10. Which management practices are utilized to encourage employees to take time away from work to recharge? Percentage Supervisors/managers encourage a healthy work/life balance within their 80% unit/work group. Supervisors/managers encourage employees to ask for help when necessary (e.g., when employee finds that he/she needs to work beyond 67% specified work hours). Supervisors/managers discourage employees from answering e-mails or phone calls via their wireless communication devices during nonworking 26% hours (e.g., weekends, evenings, holidays). Supervisors/managers encourage the use of PTO/vacation and sick leave.* 7% The organization has days or time when e-mail is not used (e.g., “E-mail- 1% Free Fridays”, “No e-mail weekends”). Other 4% Note: n = 84. Only respondents whose organizations have informal work/life policies were asked this question. Percentages do not equal 100% due to multiple response options. An asterisk (*) indicates that this response option was developed from open-ended responses. Work/Life Balance Policies ©SHRM 2012 10
  • 11. Demographics: Organization Industry Percentage Manufacturing 17% Finance and insurance 17% Health care and social assistance 12% Professional, scientific and technical services 10% Other service except public administration 9% Educational services 6% Public administration 5% Retail trade 4% Construction 3% Information, publishing industries 3% Religious, grant-making, civic professional and similar organizations 3% Transportation and warehousing 2% Note: n = 332. Percentages do not equal 100% due to multiple response options. Work/Life Balance Policies ©SHRM 2012 11
  • 12. Demographics: Organization Industry (continued) Percentage Wholesale trade 2% Utilities 2% Accommodation and food services 2% Administrative and support and waste management and remediation services 2% Real estate, rental and leasing 2% Arts, entertainment and recreation 1% Agriculture, forestry, fishing and hunting 1% Mining 1% Repair and maintenance 1% Management of companies and enterprises 1% Personal and laundry services * Note: n = 332. Percentages do not equal 100% due to multiple response options. An asterisk (*) indicates < 1%. Work/Life Balance Policies ©SHRM 2012 12
  • 13. Demographics: Organization Sector Privately owned for-profit organization 49% Publicly owned for-profit organization 22% Nonprofit organization 19% Government sector 7% Other 3% n = 332 Work/Life Balance Policies ©SHRM 2012 13
  • 14. Demographics: Organization Staff Size 1 to 99 employees 26% 100 to 499 employees 31% 500 to 2,499 employees 16% 2,500 to 24,999 employees 22% 25,000 or more employees 5% n = 330 Work/Life Balance Policies ©SHRM 2012 14
  • 15. Demographics: Other Does your organization have U.S.-based Is your organization a single-unit organization or a operations (business units) only, or does multi-unit organization? it operate multinationally? Single-unit organization: An organization U.S.-based operations only 74% in which the location and the 33% organization are one and the same. Multinational operations 26% n = 329 Multi-unit organization: An organization 67% that has more than one location. n = 331 What is the HR department/function for For multi-unit organizations, are HR policies and which you responded throughout this practices determined by the multi-unit survey? headquarters, by each work location or by both? Corporate (companywide) 70% Multi-unit headquarters determines HR 52% Business unit/division 14% policies and practices. Facility/location 16% Each work location determines HR 3% policies and practices. n = 230 A combination of both the work location and the multi-unit headquarters 45% determines HR policies and practices. n = 230 Work/Life Balance Policies ©SHRM 2012 15
  • 16. SHRM Survey Findings: Work/Life Balance Policies Methodology  Response rate = 12%  Sample composed of 332 randomly selected HR professionals from SHRM’s membership  Margin of error +/-5%  Survey fielded June 9 – June 27, 2011 For more poll findings, visit www.shrm.org/surveys Follow us on Twitter: http://twitter.com/SHRM_Research Project leader: Robert Boyd, survey research analyst, SHRM Research Project contributors: Mark Schmit, Ph.D., SPHR, vice president, SHRM Research Evren Esen, manager, SHRM Research Christina Lee, SHRM Research Copy Editor: Katya Scanlan, SHRM Knowledge Center Work/Life Balance Policies ©SHRM 2012 16