THE EXPERIENCE OF TELEWORKING: AN ANNOTATED REVIEW - Leslie Haddon and Alan Lewis - LSE
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THE EXPERIENCE OF TELEWORKING: AN ANNOTATED REVIEW by Leslie Haddon and Alan Lewis The International Journal of Human Resource Management 5:1 February 1994 Abstract
The paper reviews the contemporary literature on the experience of teleworking. Particular attention is paid to the socialising aspects of work and its comparative absence when working from home; economic considerations, both for homeworkers and for the firms; work satisfaction and motivation; supervision; roles and gender issues in homeworking; the organisation of time and space; and lastly, questions of self-discipline. The evidence reviewed is based on various teleworking trials conducted mainly during the 1980s; this information is supplemented by original research conducted by the authors which investigated the pros and cons raised by British Telecom operators who were due to take part in a teleworking trial. These operators anticipated many of the issues faced by those who actually had teleworking experience. It is now quite well known that British Telecom have for some time considered the introduction of teleworking. This paper reviews the academic and related commercial literature on the experience of teleworking annotated with previously unpublished material on plans to introduce teleworking into a major telephone marketing department of BT (1). This empirical material is based on face-to-face interviews, group discussions, observations and questionnaires completed with relevant staff and their supervisors (2). Throughout this piece, comparisons will be made between the observations of these potential teleworkers and of those with actual experience of telework. The paper is organised into three parts. The introduction briefly outlines different perspectives on telework and charts the broad history of telework schemes to date. The other two sections review in more depth the issues faced by teleworkers and their managers in conjunction with the BT research data. The first of these focuses on the consequences of staff being absent from the work-site: including the loss of some of the socialising aspects of work, forms of social support and feedback, and on-site learning. Economic ramifications for teleworkers and key issue for managers are also examined here. The final section of the article deals with the issues arising from work being re-located in the home. PERSPECTIVES ON TELEWORK Telework has attracted interest from diverse quarters entailing very different evaluations of the phenomenon (Haddon and Silverstone, 1992). The topic first started to gain publicity in academic circles in the early 1970s when the energy crisis led researchers to consider telecommuting as an alternative to physically commuting. Geographers and town planners have retained an interest in the effects of telework upon patterns of commuting and hence upon urban design and ways of life. In the 1970s and 1980s, the predictions of popular futurologists such as Toffler did much to establish telework in the popular imagination. Some of their descriptions of telework fitted in with themes from the more libertarian politics of the 1960s where IT could be
used to break down vast corporations by allowing decentralised small workplaces to intercommunicate. A more academic strand of analysis emerged in the 1980s from managerial and business schools. Under the heading of 'human resource management', these writers saw telework as simply one form of flexible labour among others. As a means of delivering a more flexible labourforce, telework could be clearly located within contemporary discussion of the need to develop firms which could adapt more easily to market changes. In addition, telework has been cited as a way to retain certain skilled or experienced staff, as a way of recruiting staff under conditions of labour shortage, and as a way to overcome shortages of office space. Huws (1991:29) notes that a more recent discourse into which telework has been inserted is that concerning the enterprise economy. Here telework is an intermediary stage on the road to entrepreneurship, where employees break away from their previous company to set a small business in the home - perhaps as a prelude to moving out into separate premises. Rank Xerox's 'networking' scheme was the most publicised case of this move to self-employment. A more critical approach to telework has been adopted by the Trade Unions and bodies such as the Low Pay Unit which have long monitored telework. Making comparisons with traditional homeworking, these researchers feared that teleworking could be a means of applying exploitative conditions of service to the clerical labourforce. It could imply a 'casualisation' of the workforce, as the firm reorganised its employees into core and peripheral workers (Holti and Stern, 1986:45-6; Brocklehurst, 1989:24-5). Many writers have noted how women who are more likely to want the flexibility of working hours offered by teleworking to cope with their domestic responsibilities. On feminist concern dates from their 1970s focus on the housewife who was trapped and isolated in the home (Huws, 1991:24). Going out to work and being present in the workplace was seen as being important for women's self-identity, social standing and influence. These might be lost with telework. Besides, women are already disproportionately located in the peripheral, secondary labour markets with poorer conditions and narrower options. Teleworking might exacerbate this trend, and further marginalise women within the workforce (Open University, 1988/9:73). Teleworking Schemes There is a history of informal teleworking arrangements whereby individual employees have arranged to work at home some of the time. And if we look to the self-employed, those working at home using computers and telecoms, if only the basic phone, far outnumber employees on actual telework schemes. However, it is the latter who have received most attention in the telework literature and debates, and these are also the focus of this article.
The earliest recorded telework initiatives in the UK date back to 1960s: F- International (later the FI Group) (1962) and ICL (1969). Some Governments and major companies started to take an interest in the area in the late 1970s and early 1980s. For example, the French telecoms body D.G.T. started to examine the telework in 1979 (Monod, 1983:2), as did IBM (Olsen, 1985:100) and Mountain Bell (Olsen, 1985:33). This interest culminated in several trial projects. By 1981, Business Week listed 11 companies which were experimenting with telework schemes (Pratt, 1984:2). In the UK, Xerox started its programme in 1982, at the same time as a DTI scheme was launched aimed at the disabled. Currently, the US has seen the most experimentation with telework schemes, followed by the UK. On the whole, high-tech firms, and especially communications and computer companies and divisions, have had the highest profile. Their experiments have acted partly as a showpieces, partly to test out relevant technologies produced by those firms (Monod, 1983:3) and partly to explore the practicalities of teleworking arrangements (Olsen, 1987:142). Banks and insurance companies have been the other major employers to experiment with this new form of working (Kelly, 1984: 48). More recently, local authorities have produced some initiatives: especially Hampshire, Kent, and Enfield in the UK. ABSENCE FROM THE WORKPLACE Socialising aspects of work Many commentators on telework have noted how the informal culture of work involves the opportunity to socially interact with others. A great many people meet their future partners through work or through activities that spin-off from work, such as going out in the evening with a group of other staff (Shamir and Salomon, 1985:9) and the Henley Centre's more general survey (1988:19) shows that work is the main source of most good friendships. When asked about factors determining satisfaction with work, 20% of Henley's respondents considered social aspects of work to be important. The role of social contact is illustrated in the BT research. Through observations in situ it appears (although there are of course individual variations) that operators interact with supervisors five or more times per eight hour period. At least half and hour and sometimes more than two hours a day during an eight hour period is spent by operators in social communication with peers, only about 40% of which is work related (these times exclude 'official' breaks). Hence, in group discussions with BT operators it was common to find unprompted remarks about the potential problem of isolation from telework: "I don't want to work from home...I come out to work because I want to mix with people" (married woman, 40s)
These worries echo those of virtually ever other study of teleworkers' actual home experiences: even where teleworkers are generally well disposed to teleworking, social isolation still emerges as the main disadvantage (Olsen, 1985a:45). Of course, not all teleworkers say this, especially given that selection policies try to filter out those applicants who are 'too social' (Gregory, 1983:145). In past research teleworkers have been critical of the amount of socialising in their old jobs on-site (Olsen, 1987:146) and among BT operators some participants recognised that telework would allow them to avoid having to socialise with certain people in the office. However, such comments run counter to the main trend of replies both in the BT study and elsewhere. In fact, in Huws survey (1984:45), for those teleworkers wanting to return to 'normal work', the desire for the social aspect was the most cited reason. Past research indicates that the importance of social contacts appear to be even greater for younger employees. The selection and self-selection processes in telework initiatives mean that most teleworkers have partners and are more established by the time they take up telework. And in the UK, Kinsman (1987:100) observed that his sample of teleworking interviewees had already made friendships and were less reliant on work for this dimension. In contrast, younger and single teleworkers on schemes, these have often returned to work because they missed the socialising (Pratt, 1984:6). Gender is also important: in previous research on working women, many female employees cited contact with others as an important reason for returning to work once their children had grown older (Shamir and Salomon, 1985:9; Henley Centre for Forecasting, 1988:20). But it is important wary of over-stereotyping: male programmers working from home have also cited lack of interaction with co-workers as being a disadvantage - despite the common view such programmers being solitary types who prefer terminals to people! Turning to company policy, Kawakami's (1983:55) early US review of telework initiatives showed that only a minority of companies regarded isolation as a problem and hence took remedial action. It is clear that this social dimension of work now has a higher profile in the light on feedback from research on telework. Many of the major companies which operated telework schemes in the 1980s and 1990s had become more conscious of this isolation issue - for example ICL, the FI Group, DEC, Control Data and Rank Xerox. However, such concern may well occur mainly in more visible telework programmes, or at least where firms have initiated trials after lengthy consideration, conducted research, and received media and academic coverage. In Huws' survey (1984:76), which included teleworkers from a number of smaller firms, and in a study of print workers in Germany (Goldmann and Richter (1987), it is clear that some lower profile employers may be less concerned about such matters as employer satisfaction or a human relations approach to personnel management. Indeed, as Brocklehurst (1989:56) points out, if some companies are primarily interested in productivity improvements, they may aim to minimise socialising in order to reduce the proportion of non-work related time to work related time.
The most common proposal to overcome isolation is that teleworkers should not spend all their time at home but come onto site for at least one day per week - although some teleworkers may prefer the flexibility to visit slightly less often (Haddon, 1991:53). Among BT operators a mixture of teleworking and office work was easily the most favoured option, with over 70% of this small sample wishing to visit the office weekly or more frequently. Any such visits can be also justified for a variety of reasons, such as to aid management and provide feedback on work from colleagues. Apart from organising various forms of gathering or work on-site, other recommendations include emphasising the social side of making contact with supervisors and promoting teleworker peer contact via telecommunications facilities (Hamilton, 1987:189). Not all initiatives stem from the employer. Kinsman (1987:80) observes that his teleworkers appeared to have developed an informal culture where participants have become more willing to contact and support one another. But at least the employer could support this by simply providing the phone numbers of other teleworkers in case a social 'lifeline' is wanted (Haddon, 1991:53). Economic Considerations The most obvious starting point here is earnings. Some of the BT participants felt that telework can be exploitative and that it has often been compared to traditional homeworking, with its low rates of pay: "Just another ruse to save money" said one operator. The economics of telework have recently been discussed in quite some depth by members of the Empirica consultancy (Huws et al, 1990:35-44 and 105). They point out that the issue is very complex. How, for example, are comparisons to be made: should teleworker earnings be compared to salaries of part-timers, full-timers who are on-site, or other self-employed freelancers in the industry? On the whole, the Empirica work indicates that some managerial and senior staff may be better off as teleworkers than their on-site counterparts. However, most studies point to generally lower pay and worse conditions of service than company based workers. In their recent European survey, the Empirica researchers note that only a few teleworkers actually feel themselves to be better off, 40% think they are worse off than in the office while a third have a neutral response - suggesting either that they do not care or they believe that they are getting the rate for the job. Part of the reason for lower earnings lies in fluctuating work - sometimes caused by the very fact that employers want a flexible labourforce. Apart from reduce overall income, such fluctuations can instil a sense of financial insecurity (Christensen, 1987:220; Brocklehurst, 1989:25). Another factor is the under-utilisation of the skills possessed teleworkers (Brocklehurst, 1989:55). Here, remuneration may be lower than these same workers would have been earning if working to their full capacity on- site. Again, this may have a psychological impact which human resource managers also need to consider: if it leads to a reduction in self-esteem
Then there is the question faced by anyone operating a telework scheme of what counts as 'work time'. Teleworkers are often not paid for 'thinking time' as they might be if in the office. This refers to the time spent doing something else while mulling over a problem. In this case, the fault lay partly with employees, in that they often do not register such occasions as working time. A similar point was true for 'learning time'. Although some employers arrange training, in other schemes teleworkers showed a willingness to brush up on old skills and learn new techniques in their own time (Gregory, 1983:147). Earnings are not the only monetary consideration The loss of even minor fringe benefits can be meaningful: BT participants immediately noted that they would lose free tea and coffee and out of work hours car-parking! In fact, the recent Empirica survey (Huws et al., 1990:105) found that it was not earnings so much as the loss of fringe benefits which was cited as the economic main drawback of telework. Such losses are liable to be more substantial, with many teleworkers forfeiting some or all of their fringe benefits, partly through adopting a self-employed status (Huws et al., 1990:43). These include significant benefits such as pensions and use of canteen and sports facilities. There are exceptions, such as the way ICL and DEC continued to provide benefits for teleworkers (Brocklehurst, 1989:55). In assessing where to draw the line over such benefits, human resource managers clearly have to bear in mind the fact that one key saving which makes telework attractive to employers may be from actually cutting such overheads. The balance of new costs and new savings arising from telework is a further consideration. For example, there might well be savings on transport, lunches and clothes. On the other hand, costs saved by the company may be passed on to the employee, as with traditional homework: e.g. costs for heating, lighting, telecoms, equipment maintenance, insurance etc. The Empirica group note that it is impossible to make any generalisations concerning who pays for what and how - it varies (Huws et al., 1990:37) But the issue of hidden costs remains significant and was picked out by the BT interviewees who were also concerned about such matters as the costs involved in making space available by converting rooms and redecorating. Of course, the balance of costs and benefits can be difficult to estimate, especially where there are differences of opinion as to what to include: e.g. some teleworkers count childcare as an extra cost, while others do not (Huws, 1984:38). In Huws' sample (1984:38), 75% companies paid some extra overheads. An important factor here can be whether the teleworker is an employee or self-employed, although even when dealing with its ex-employees as subcontractors, Xerox was willing to pay for some equipment costs (Judkins et al., 1985:59). In general, Brocklehurst (1989:55) noted that while some firms, such as DEC, were willing to reimburse all new costs, this was very rare. The last dimension in the economic equation to which human resource managers need to be sensitive is promotion opportunities. Visibility and office information networks are key influences on career prospects. First, it is important to be on-site to be noticed, given that observation of working practices can be important for appraising performance when promotions are being considered. Second, information networks
mean that employees can keep abreast of developments in the company through informal channels (Kawakami, 1983:55). Some employers, such as the FI Group, provide possibilities for career progression, but others admit that off-site workers would face difficulties in this respect: sometimes managerial advancement require employees to be on-site (Brocklehurst, 1989:54 and 56) Costs and benefits So how are these various economic factors perceived by different employees, and how does this enter into their motivation and evaluation of telework? The most striking, and widespread, finding is that teleworkers often express satisfaction with conditions which may not compare favourably to work on-site (Gregory, 1983:146). Of course, such judgements are not made in a vacuum, but are relative to expectations and alternative options. When we examine homework more generally, women are more likely than men to say that they are satisfied with their position, even though they may be earning less than male homeworkers. The point is, they are making comparisons to other 'women's work' and taking into account their more restricted options (Brocklehurst, 1989:55). In the case of telework, many employees were simply grateful for the chance to work at all (Gregory, 1983:14). Yet, some teleworkers have complained that their earnings were reduced (Olsen, 1987:147) and expressed a sense of insecurity due to the fluctuation of work (Holti and Stern, 1984:155.). The variation in points of comparison is illustrated in Kinsman's study, some of the staff in the FI Group pointed out that they received lower wages compared to equivalent freelancers while others considered their earnings to be better than those of part-timers (Kinsman, 1987:114). Perhaps surprisingly, hidden cost considerations do not appear to play as important a role in teleworker evaluations. Only some teleworkers referred to the benefits of savings, while even fewer refer to increased costs. In fact, in Huws' sample (1984:38), it had never occurred to most teleworkers to work out the balance of costs and savings. Promotion was a bigger issue for both actual and potential teleworkers, although responses were mixed. Some teleworkers thought that being off-site made no difference to career development, whereas others specifically raised this as an important issue. In the case of those who recognised that teleworking might affect promotion but who were not strongly aggrieved by this, Kinsman (1987:112) argues a number of interviewees had already had enough career development by the time that they took up teleworking. Some teleworkers may also express satisfaction because they have accepted the trade off between reduced promotion chances in return for an opportunity to work at all - where no work and failure to keep up with changing skills would mitigate even more against later career advancement. But there are those who feel strongly about promotion and the 'visibility issue' (Pratt, 1984:7; Business Week, 1984:56) and feeling that may be more important for professionals than for clerical workers (Olsen and Primps, 1984:105). In Huws'
earlier research (1984:43), nearly 20% of her sample explicitly cited reduced promotion chances as being a disadvantage of homework. An additional point which needs to be considered by human resource managers is that support staff who take on extra responsibilities when co-ordinating telework activities then expect this to lead to improvement in their own career prospects (Holti and Stern, 1984:162). Satisfaction and Motivation There are various interrelated issues concerning the sense of identity and self-esteem which derive from work. These need further research given that such concerns have not been systematically addressed - possibly because such issues are difficult to evaluate. First, there is the question of the relationship between teleworkers and workers on- site: how do the latter perceive the former? The most concrete example of this issue was in the case where some Xerox teleworkers complained that they lacked authority when dealing with core workers, and in one instance this hindered their ability to work with on-site workers (Holti and Stern, 1984:164-5). Several other interviewees in various studies mentioned a sense of being outside the mainstream firm and of being seen almost as part-timers. The other important perceptions are those of family and friends. Participants in the BT research were concerned that others would not see them as 'really working' if they stayed at home and no longer went into the office - a concern which was justified judging by the experience of teleworkers in past studies. While the Empirica researchers were struck by how important an issue this was for male teleworkers (Huws et al., 1990:68), the literature on gender and work emphasises how significant this can also be for women: 'going to work', and thus not being restricted to the home, has been widely perceived as heightening the status of women and enhancing self- esteem and a sense of independence (DeSanctis, 1984:226). Again these sentiments were captured by the BT respondents who feared that they would lose part of their sense of identity which work provides. The particular problem for women is that, like housework, the paid labour involved in teleworking may become 'invisible'. This lack of credibility from work can be as major an issue as isolation. Is morale and commitment affected by telework? Sometimes this theme is discussed in terms of whether loyalty to the company and 'identifying' with the firm's aims might be reduced through less interaction with company workers (Shamir and Salomon, 1985:18; Henley Centre for Forecasting, 1988:20). Apart from the concern that any lack of commitment might affect staff labour turnover, there is the argument that a less cohesive workforce of teleworkers might ultimately lead to less effort (Renfo, 1982:42; Salomon and Salomon, 1984:20) and satisfaction (Niles, 1988:510). Olsen (1987:146) has argued that there was little sign of a decrease in commitment amongst her sample of US teleworkers. On the other hand, her teleworkers had never shown much loyalty for the firm in general, and preferred to identify with the particular projects on which they worked. Olsen, along with several other writers,
notes the cases where teleworkers only joined a company because of the 'privilege' of flexibility, Hence, they were loyal and grateful to the company, but would nevertheless move on if the firm ceased to offer such an arrangement. In contrast, staff in some of the higher profile companies such as the FI Group seemed to show more enthusiasm and goodwill. A point to bear in mind is that one rationale for employers to offer telework is to attract skilled labour in the first place. In such cases, telework can be more easily be portrayed as a perk, a symbol of trust on the part of the company, or - if retaining staff is the aim - as a reward for past loyalty (Henley Centre for Forecasting, 1988:22). However, where firms have other motivations for initiating telework schemes, and these motivations are perceived as exploitative, then it may be considerably more difficult to engender a sense of loyalty, morale and commitment. The last dimensions pertinent to satisfaction and motivation are 'support' and 'motivating feedback'. Reflecting a significant debate within the telework literature, several of the BT participants doubted whether contact mediated by telecoms would provide sufficient support to enable them to carry out their tasks effectively. For example, one of the main concerns of the operators was with 'abusive' callers: "...quite often you get an irate caller who wants to speak to somebody, a supervisor of something, and if there is no way you can get rid of them...if they think it's a supervisor, they'll speak to them, if they don't, they don't want to know." (woman, early 20s) "...if you was at home you'd be sorely tempted to log off and go and have a cup of tea, if you had, sort of a run of really horrible people complaining." (single woman, 40s). In the office, operators can share the problem: "...we do in the tea room...the stores, 'she said this' and 'she said that'. And it turns out that you have a good laugh about it." (single woman, 40s) And when they have an irate caller in their present situation in the office: Interviewee: "...I just put them on hold and call the supervisor." Interviewer: "And then he or she physically comes over to you?" Interviewee: "Physically comes over and, if needs be, they talk to the customer." Interviewer: "So how would that work at home?" Interviewee: "Well, it couldn't. Not unless you had a way of redirecting the call back into the system." The lesson which human resource managers need to learn from this example and others is that in some situations there is no substitute for face-to-face contact,
including non-verbal clues: such contact is lost through using the phone (Niles, 1988:508-9). With this problem and that of providing support in mind, supervisors in the BT study recommended the teleworkers come on-site once a week and that they have weekly visits to teleworkers homes. In the Kinsman study (1987:103-4), teleworkers stressed the importance of good communication, and that the 'good telework employer' should check that employees were no experiencing problems. In fact, FI and ICL teleworkers felt that these issues were handled well by their respective employers, but we must remember that the management of these and other high profile British companies pride themselves on trying to address this issue. Training for their telework managers often includes an emphasis on learning new communications skills and supportive roles. When we look beyond such firms, the early Huws survey (1984:43) indicated that 20% of teleworkers felt that communications could be improved. The Role of On-Site Learning Apart from providing support and reassurance for staff, communications have a bearing upon the very ability of employees to learn and perform tasks well (Kawakami, 1983:56). Certainly the BT participants were aware that they would lose access to the kind of casual advice whereby people could physically and informally turn to a colleague nearby for help. This complaint was also raised by teleworkers in a number of studies, including the Kinsman research. In contrast, having to phone someone to ask questions is seen as being more formal. Teleworkers in previous research have mentioned a fear of looking foolish which they would not have felt if colleagues had been at hand (Kinsman, 1987:80). In one study, it was argued that the number of inaccuracies in assessing medical claims increased because colleagues were not so available to give instant advice (FAST, 1985:8) Several attempts have been made to compensate for this dimension: for example, by trying to create a climate where supervisors are very approachable. Initiatives have also emerged amongst groups of teleworkers themselves. Kinsman (1987:81) reported that some of his interviewees recognised the problem and were far more willing to share knowledge and provide mutual advice than in normal employment. Other commentators have given the lack of face-to-face contact even more weight. A few noted that teleworkers could no longer spontaneously bounce ideas off other people in more creative types of work (Huws, 1984:55). Others have noted that 'looking over shoulders' when on-site can actually constitute the main form of informal training (Olsen, 1985a:45). Some teleworkers specifically felt that they missed this aspect (Olsen, 1985:47). Such considerations have led to recommendations for more formal training in order to compensate for this absence, although Kinsman notes that training has its own difficulties where it threatens the tax status of self-employed teleworkers (Kinsman, 1987:120). Shamir and Salomon (1985:12) have argued that simply by being on-site staff are 'socialised' into work routines and into an 'organisational culture' where they
informally learn to appreciate what is required of them in terms of norms of work and codes of conduct. More empirical evidence is needed to assess this point. However, it is worth noting that many telework programmes and experiments require potential teleworkers to have already had several years of experience in the field so that they have less to learn. In addition, these staff may be required to have already spent several years with that company concerned in order to understand its particular corporate culture (Brocklehurst, 1989:50). Control and Autonomy The more enthusiastic advocates of distant working can paint a somewhat rosy picture of the autonomy enjoyed by teleworkers. The counterpart to this, from a managerial viewpoint, is the ' problem' of very lax control over employees and sub-contractors. Even the earliest theoretical analyses of teleworking conveyed some doubts about this vision teleworker autonomy (Shamir and Salomon, 1985:6). More critical writers refer to such autonomy as an illusion, especially given the forms of control which will be discussed in this section (DeSanctis, (1984:219). Certainly, the desire for autonomy was reiterated in the BT research: "...feeling as though you are your own boss; feeling more in control of the situation." "In your own environment you can plan things to fit your routine as opposed to the company's." Similarly, in an earlier survey by Huws (1984:57) 13% cited greater freedom to organise work as their major reason for being interested in telework. And many teleworkers feel that they can be more creative and productive under these conditions - as did the BT participants who felt they could work longer hours given the flexibility to organise their breaks at a pace which suited them. In most previous research where such comments are volunteered, the teleworkers concerned have been professionals or managers. What the work at BT indicates is that the promise of such flexibility can equally well appeal to clerical staff. However, any desire for autonomy has its limits, with employees in some studies complaining about a lack of managerial control and supervision (Kinsman, 1987:108). The other side of teleworker autonomy is managerial control: a variety of studies in the US and UK suggest that control is the single most important issue for managers (Huws, 1984:47; Olsen, 1987:144). While the organisers of some telework initiatives have argued that managers must move from a philosophy of checking up on staff all the time to relying more on employees' desire to do a good job (Olsen, 1985a:17), this would still appear to be the minority view. Attitude surveys indicate that managers fear that productivity would decrease with telework (Duxbury et al., 1987:278), and in particular some of the managers involved in telework schemes felt that they had a problem of control (Holti and Stern, 1984:162).
In practice, Olsen and Primps (1984:105) and others have pointed out that managers in telework programmes compensate for less face-to-face control by employing other strategies: a) Control by the market - i.e. using piece rates with clerical staff or payment by results with professionals. b) Control by using more formal and stringent specifications which stress the importance of targets, precise measures of work, and more structured and detailed procedures (Kinsman, 1987:118-9). Huws' teleworkers noted a shift to the increasing importance of deadlines, with less appreciation of the efforts or problems reaching targets than had been shown in on-site work (Huws, 1984:57). This increase in the formality of controls had been especially noted in relation to professional workers - for example, in the case of ICL and the FI group (Huws, 1984:57). c) Control by electronic monitoring or more 'intensive metering' (Brocklehurst, 1989:41). This can even be achieved in relation to some types of professional work. For example, in a US army telework initiative, it was possible to monitor progress crudely by charting when programmers logged on and what files were accessed. But in addition, special software was developed to enable supervisors to monitor the pattern by which their employees developed programs (Olsen, 1985a:28-9). These studies also show that there is a considerable difference between the experiences of professional and clerical employees. Although professionals may not be so autonomous as had been portrayed, clerical homeworkers appear to experience the above forms of control most intensely (Brocklehurst, 1989:36; Olsen and Primps, 1984:105). The problem of managerial control remains a controversial one. Some analysts have argued that not only is greater reliance on measures of output necessary for telework, but that this is desirable for all forms of work. Managers may be uncomfortable with the loss of traditional means by which to evaluate employees - such as by dress habits, computability with others, and promptness - but such factors may well be unrelated to actual job performance (Kawakami, 1983:76). For instance, managers from the US army telework programme admitted that on-site they may have previously been able see employees 'at work', but they had often not known exactly what they were doing (Olsen, 1985:28-9). Finally, some managers have argued that it was not only preferable to manage output instead of input (i.e. ways of working, hours spent on a task), but that this appeared to be easier with remote work where measures of input were less visible (Gregory, 1983:151). However, measuring output can have its drawbacks and can be difficult in certain cases, whereas measuring attendance is easier (Schofield, 1985). Others have argued that measuring output has led to stressing quantity instead of quality (FAST, 1985:5). Certainly, in practice, Xerox's teleworker co-ordinators found the transition difficult (Holti and Stern, 1984:162). Kinsman (1987:118-9) notes the higher demands on management required by such forms of measurement and monitoring. For example, Xerox managers needed extra training not only in the areas such as supporting teleworkers, but also in formulating well-defined contracts and evaluating quality of output (Kinsman, 1987:3). When
operating telework programmes, Huws (1984:57) noted how managers found supervision to be more time-consuming, especially with the additional paperwork on which greater reliance was placed. Certainly the supervisors in the BT research saw that monitoring teleworkers was a serious problem which brought up the issue of how much they could trust their workers. While some anticipated that the quality of work might decline, others thought there were practical steps they could take such as visiting workers in their home. The supervisors felt that if they themselves could experience working from home they could better appreciate the demands of their teleworking staff as well as commanding more credibility. There are two final points. First, the option of remote electronic supervision is not always a straightforward matter. In one of the few examples which referred to this form of control, one teleworking sales representative pointed out how he would not come home over lunch to do some paperwork because using the computer could be misinterpreted by central office. It might be assumed that he had not been out all day! (Gregory, 1983:148). Second, there is a notable absence in the literature of any discussion or example of employees endeavouring to regain some control of work by evading or by-passing monitoring - especially electronic monitoring. This might be achieved by means ranging from minor sabotage to somehow 'working the system' to create misleading data in the measuring equipment. Clearly, this absence partly reflects the fact that such tactics are intentionally concealed, but it may well merit further enquiry. WORKING AT HOME The attractions of working from home were immediately apparent to participants in the BT research. Some referred to the fact that they would no longer have to dress up for work while others talked about the more comfortable environment of the home - including the ability to control such aspects of the physical environment as ventilation. But the telework literature also indicates a range of issues which can confront teleworkers, including the conflicts between work and non-work responsibilities, the demands on self-discipline, the effects of telework on the organisation of domestic time and space and the significance of support from partners. The Significance of Separating Home and Work In contrast to the futurologists who conceptualise 'going out to work' as a chore, there has been frequent concern about possible negative aspects of the decreasing separation of home and work spheres implied by telework. These have been expressed in a number of different guises:
(a) In sociological and psychological based predictions which make use of role theory. These talk about the potential for enhanced 'role conflict', where the term 'role' connotes a frame of mind, and presentation of self to others (Shamir and Salomon, 1985:14). In the home, the fact that it is easier to constantly change between work and domestic roles may give rise to problems (Duxbury et al., 1987:275; Gregory, 1983:150). (b) In writings which focus on the different tasks and demands of paid work and of domestic responsibilities. These anticipate possible strains from alternating quickly between tasks when activities are not spatially and chronologically separate. Of course, one can question the very degree of separateness of home and work implied by the above analyses on a number of grounds: 1) Some people have always blurred the boundary between work and leisure, being so involved and enthusiastic about work that it becomes part of leisure. 2) In particular, the experiences of men and women are often different here, with a greater separateness experienced by males in full time employment. Women with children have often had to juggle home and work responsibilities, giving rise to more traditional forms of homework, part-time work or having to take time off full-time work (e.g. if children are sick). Despite these qualifications, it is still worthwhile to explore the issue of how employees feel about the separation of home and work. Examples from the literature reviewed suggest that in some ways teleworking can help to resolve a certain level of conflict between roles and responsibilities. For example, some males have mentioned that they welcomed being able to fulfil the parental role to a greater extent through their increased presence at home, while for some women, it would be very difficult to find any other work which would fit in with their commitment to childcare. However, at a different level, that of the day to day managing of telework, a number of teleworkers have agreed that the constant and rapid alternation of domestic and work roles and tasks can be stressful. This theme of separating home and work even crops up in the debates about commuting. The earliest proponents of telework stressed how it would reduce the need to commute (Huws, 1991:22). The BT participants certainly tended to see the more negative side of commuting, stressing the difficulties of travelling in bad weather and of finding parking space near the office. They also noted that it is often the journey into work which they could not face when they felt ill - not the work itself. Hence, one novel response from the BT research was that our teleworkers anticipated they would be less liable to take time off through being sick. However, there are some positive sides to commuting. Research by General Motors emphasised that commuting added a sense of 'going somewhere', of 'doing something' to the day. Combining the travel with errands and sometimes social contacts meant that commuting had become integrated into everyday life (Renfo, 1982:42). In a French survey asking about satisfaction with commuting, 60% of the interviewees felt that commuting was a necessary interlude, a 'time for being by themselves' which they
valued (Salomon and Salomon, 1984:24). Meanwhile, the journey to work (providing that it is not excessively arduous) can be useful as a buffer time and space between home and work: a chance to 'cool off' and to prevent the transfer of stress from one life sphere to the other (for example, Shamir and Salomon, 1985:11). The desire to separate home and work is reflected in the way in which people often reserve certain times of the day and a certain amount of time, for non-work, often family-related, interests. This can be undermined by teleworking in very different ways: (a) Where the choice concerning how much work to do lies mostly with the employees, teleworkers have frequently described the tendency to 'workholism' - i.e. they start to use up the time reserved for non-work (Olsen, 1985a:45; Judkins et al., 1985:72; Olsen, 1985b:130). (b) Where fluctuations in the amount of work and timing of work is largely determined by the flexibility needs of the employer, teleworkers have complained that they can suddenly have too much work and not enough time for their family. Or else, work may have to be completed in 'unsocial hours', which again implies that some slots in the day are reserved for non-work (Brocklehurst, 1989:43, 48 and 55). Certainly some of the BT participants were concerned that telework might mean working more unsocial hours. In group discussions with BT operators, concerns about how spouses and partners would react to teleworking were often mentioned early on. Typical remarks from the mainly women operators were: "...most men would still expect you to be doing extra at home because you are there, some men don't understand." "...I find the more I'm in the house, the more I'm cleaning it.' Previous surveys and in-depth interviews provide further data on the effects of decreased separation of home and work. For example, in her early American study (cited in Kawakami, 1983:69), Olsen noted that several employees had actually terminated their telework due to constant familial demands. In a later article, Olsen and Primps (1984:108) elaborated upon the different ways in which men and women perceived the benefits of working at home. Male professionals often said that their relationship with their children had improved through working at home. However, this perceived benefit was in a context where teleworkers' wives were usually at home to 'keep the children from bothering Daddy while he's working'. Women who worked at home usually did not have such a degree of support; in fact, some female teleworkers argued that they also needed 'wives' (Judkins et al., 1985:82)! These women were far more likely to report that they experienced a greater sense of conflict. Olsen and Primps (1984:109) raise the question of whether telework is actually disruptive to both work and to childcare, while a later review of telework emphasised that telework should not be seen as a substitute for full-time childcare (Kelly, 1984:52).
In the early British survey conducted by Huws (1984:43), 'encroachment on family life and unsocial hours' was the second most cited disadvantage of telework after isolation. This encroachment was seen as a problem by nearly a third of the sample, some of whom specifically added that they would have preferred to work outside the home if circumstances permitted, giving the desire to separate home from work as their motive. Many were ambivalent about telework: e.g. the women who said that the main advantage of telework was 'being with the children all day' and later saw the main disadvantage as 'being with the children all day'. Even in Kinsman's more optimistic account (Kinsman, 1987:84), the author notes that his female teleworkers often expressed a sense of guilt associated with the dual role of employee and mother and felt guilty at the failure to switch off from work. Brocklehurst (1989:56) later quotes Kinsman's comments to emphasise the problem of separating home and work: 'this double life is only bearable for those with a secure emotional and psychological base, making it possible to shut out either home or work with confidence while concentrating on the other for the moment'. The final theme in this section is the fear of being trapped in the home. The promoters of home shopping, home banking and home orientated leisure usually welcome any perceived trend towards 'home centredness'. However, any shift to more time spent in the home also has its negative side, with market research focus groups having very mixed feelings about such a trend, fearing that they might inadvertently lose social contact (3). Related problems have been cited in the case of telework, with some fearing that the home could take on some features of 'total institutions' such a prisons (Shamir and Salomon, 1985:15). In fact, there are three dimensions to this feeling of being trapped: (a) Spending so much time with the same people. This refers to the strains of such prolonged close contact with family, with partners. Actual evidence of problems is very limited. A study of early retirement suggested that more time with a partner can increase family stress (Henley Centre For Forecasting, 1988:23). And a study of flexitime arrangements showed that the increased presence of males at home led to greater conflicts (Open University, 1988/89:23). In the Kinsman research, a number of wives commented that they did not want their husbands to work at home, because it was important to have a break from one another and maintain separate interests (see also, Tazelaar, 1986:98). In particular, some analysts have noted how we experience compensations in one sphere of life for deprivations in another - for example, satisfaction in home life when there are problems at work. But, the success of this mechanism depends on the separation of the two spheres and on the fact that we address different audiences - family or colleagues. Hence, this mechanism may be less effective in the case of telework (Shamir and Salomon, 1985:11). (b) Lacking a change of environment. This concerns feeling 'trapped' in one place without variation in surroundings, which some have referred to as 'cabin fever' (DeSanctis, 1984:226). (c) Not being able to see other people outside of the home. By far the biggest concern cited across all surveys or case studies is the problem of 'isolation' - discussed earlier.
Advocates of telework argue that the flexibility offered by homework does not necessarily mean being confined in the home but means simply that employees have greater choice over when and how they spend their leisure. Indeed, some teleworkers have concurred - especially professional males. However, that 'choice' is misleading where homework plus childcare or other domestic responsibilities simply do not allow much time for a either change of location or for personal contact. Besides, it can seem an effort to take the initiative to get out of the house and strike up new friendships compared to the incidental way in which this happens simply through being at a separate workplace. These gender differences in the experience of telework are explored in the next section. The Time Benefits of Telework First, there is the question of the time saved on commuting. Teleworkers US surveys (Pratt, 1984:10; Olsen, (1985b:130) and in the UK (Huws, 1984:42) have agreed that this is a benefit. However, in the Huws survey only 22% of interviewees mentioned this as being an 'advantage', which suggests that it might have less impact then had been anticipated. Given that avoiding the London rush hour was explicitly mentioned there is also the question of whether the commuting aspect has more salience for employees in major cities. This has not been researched and would merit further attention. In addition to savings in commuting time, respondents in these surveys have also mentioned time saved through less socialising and interruptions at work. In the BT study, one married man in his forties with teleworking experience running his own business saw the office as a distracting place with all its hustle and bustle: "...people going up and down corridors ...distracts you so much." "The main advantage from working at home would obviously be (authors' emphasis) that I would be more confident and relaxed." According to Olsen and Primps (1984:108) in their study of US teleworkers, some of the 'saved time' is used for non-work activities, with leisure being mentioned more by males, and family related commitments more by females . But time savings can also be valued because they improve productivity. In Huws' earlier survey, and in Kinsman's work, teleworkers often felt they could 'get more work done' and took pride in being more efficient. This form of satisfaction may well be greater for professional/managerial employees, although this question, again, needs further investigation. Of more significance than 'time saved' is the greater flexibility in organising timetables. Most teleworkers surveyed feel that greater freedom to organise their work time to suit themselves is a major benefit - and the participants in the BT study were no exception. However, when looking across previous surveys, this often
means slightly different things for men and women: as we started to see in the discussion of feeling trapped in the home. Although some males use flexibility to enhance family commitments (Kinsman, 1987:78; Judkins et al., 1985:72), they also intersperse recreation with work during the day. This has enabled employees to participate in sports while avoiding weekend crowds (Olsen and Primps, 1984:108). For women, the emphasis is not so much on the merit of 'flexibility' per se, but the fact that many would simply not have been able to work at all without the telework option. For instance, in Huws' earlier survey (1984:42) of predominantly women workers, by far the clearest benefit was enabling them to combine work and childcare. The more recent Empirica survey found the same, although these consultants note that other studies have also shown how telework is useful for housebound 'carers' - e.g. for the elderly, disabled (Huws et al., 1990:59). And in previous research, although time for hobbies were mentioned by female teleworkers, as was time to meet friends for coffee, flexibility to fulfil family commitments such as shopping, looking after sick children, going to school events, ect. appears to have been more significant. Hence, for many women, autonomy did not have the same connotations of controlling 'free time' as for men, but instead meant a chance to manage their dual role of work and domestic responsibilities more easily (DeSanctis, 1984:221). Flexibility over time use can enhance feelings about the actual work. Where employees derived intrinsic satisfaction from work, they appeared to take some pride in the productivity improvements derived from the greater ability to choose when and how they worked (Kinsman, 1987:79; Olsen, 1985a:44). However, there are variations in the degree to which teleworkers can control their work, and hence appreciate any flexibility. In previous research, many of those particular professionals who cited the benefits of flexibility enjoyed a considerable latitude in their work, even if this is constrained by contacts and deadlines. Where there are considerable fluctuations in the work - i.e. where the major benefits of flexibility accrue to the firm - some teleworkers may find themselves having to work a great deal for a short time and then experience enforced leisure. Similarly, if a company requires work at certain times of the day this clearly constrains the flexibility experienced by homeworking staff. For example, in one study teleworkers could only remotely access the mainframe weekdays in the daytime because it was closed down for maintenance at other times (Christensen, 1987:221). Current research at Sussex University is exploring in more detail this question of which teleworkers have more control, and why. This includes examining not only the nature of the telework and household circumstances but also the strategies which teleworkers use to organise time (see also Haddon, 1991). Pertinent here is the common desire to synchronise work and non-work times with both those of other family members and social contacts outside the home. Sticking to 'normal' office hours means that an industrial time structure is imposed upon the home, and is not altered substantially by taking place in the domestic sphere. Domestic rhythms of interaction and activity accommodate to the work. This experience of telework contrasts with others where a pre-industrial temporal order comes into being, with periods of intensive work at some points and lulls at others. It also contrasts with
the experience of self-employed women with young children still at home, where work is fitted in as an when possible, in evenings or between chores. Here it is work which has to accommodate to a domestic temporal order (4). Self-discipline "I think it might be my downfall" (BT operator) Whereas firm-based employees can allow the external time constraints of working on- site to structure the organisation of the day, having more flexibility over work requires more self-discipline and time-management skills (Shamir and Salomon, 1985:19). In other words, the freedom of choice has its own burdens. Some teleworkers have taken pride in developing their self-management abilities, for example, pointing out how many tasks they can fit in during a single visit on-site (Brocklehurst, 1989:45). Such favourable evaluations have tended to occur where the teleworkers concerned are either (i) a self-selecting group, for whom self- management is already a virtue, or (ii) are selected by companies partly on the basis of their self-motivation and high degree of discipline. Generally, self-management is rated as an important feature of homeworking. For example, Kinsman's interviewees put self-discipline at the top of their list of the characteristics of a 'good homeworker' (Kinsman, 1987:93). In slightly more negative terms, 26% of Huws sample 'complained' about the need for this skill (Huws, 1984:43) and some of our participants doubted whether they would ever have the discipline to manage with all the distractions in the home. Therefore, one common recommendation which human resource managers need to bear in mind is the need for some training in self-discipline skills (Shirley, 1987:139) - indeed, this was actually requested by those operators taking part in our study. One scheme cited in previous research allowed for the gradual transition to more self-management by cutting down the number of days on-site over a period of time (Hamilton, 1987:184-5). One factor which might have a bearing on self-discipline skills is the experience of self-management which teleworkers bring to their new role. Those staff who have attended higher education are likely to have developed greater self-discipline abilities (Kinsman, 1987:94). Similarly, the past on-site work experiences of employees have enhanced this skill. One possibility is to investigate whether differences between the past experiences of professional/managerial and clerical workers made any difference to the discipline with which they approached telework. One particular difficulty faced by some teleworkers is relates to organising blocks of time. This is less important for work which is inherently fragmented and can suffer interruption without too many problems (e.g. dealing with correspondence). But other work may require sustained attention without interruptions. In fact, it is to cope with such work as report writing that staff sometimes informally arrange to work at home sometimes.
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