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Factor Structure and Psychometric Properties of the Work-Family Balance Scale in an Urban Chinese Sample

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Abstract

The purpose of this study was to explore the factor structure of the Work-Family Balance Scale (WFBS) and examine its reliability and validity in use in the urban Chinese population. The scale was validated using a sample of 605 urban Chinese residents from 7 cities. Exploratory factor analysis identified two factors: work-family conflict and work-family enrichment. The WFBS showed adequate reliability and concurrent validity. The WFBS is a reliable and valid instrument to measure work-family balance for Chinese working parents. However, further examination of the scale is needed.

Introduction

Work-family balance is a core issue for both married adults’ wellbeing and organizational development, and the lynchpin of a healthy and well-functioning society (Halpern 2005). As an indictor of quality of life, work-family balance has gained both academic and practical attention in the United States (Barnett, et al. 2004), European countries (McGinnity and Whelan 2009), and Japan (Gornick et al. 2007). However, it is also particularly meaningful to investigate this issue in contemporary urban China. That is because:

Firstly, balancing work and family has become a critical issue in urban China against a backdrop of globalization and social modernization. As China is transforming into a market-oriented economy, the interference between the work and family domains is becoming serious (Lu et al. 2009; Siu et al. 2005). Extensive evidence shows that indicators of work-family balance are associated with greater job and marital satisfaction (Allen et al. 2000; Kossek and Ozeki 1999). On the other hand, the absence of work-family balance is positively associated with job stress (Behson 2002), individual health and wellbeing (Frone 2000; Frone et al. 1997; Grzywacz and Bass 2003; Major et al. 2002).

Secondly, unlike the traditional role specialization of domestic and agricultural work between the two sexes in rural China as the popular saying “nan geng nv zhi” (men till the land and women weave cloth), it is quite common that both men and women work outside home in urban China, and the labor force participation rates for fathers and mothers with children aged 0–6 in 2004 were 90.6 and 71.3% respectively (Du and Dong 2008). Such a high percentage of working parents makes the performance of roles in both the work and family context crucial for most adults living in Chinese cities, and a concern for their wellbeing as they negotiate this balance in practice is timely.

Thirdly, China represents a unique setting, which is particularly appropriate to the task of validating existing work-family balance theories. China differs dramatically from Western cultures in its strong emphasis on collectivism and family (Lai 1995), prevailing adoption of the one-child policy and closer ties with extended family members who can provide social support for family responsibilities (Spector et al. 2007).

Considering these issues, it is important to develop a cultural sensitive tool in measuring the work-family balance for urban Chinese. The applicability of the current scale on work-family balance used in the western societies for urban China has yet to be determined.

It is very timely indeed to study this important but under-researched area in China which has experienced rapid urbanization in the past three decades. It will facilitate not only individual-level well-being but also national-level policy intervention for fostering a harmonious society.

Work-Family Balance: Conceptualization and Measurement

Before discussing the work-family balance, it is necessary to review how this construct is conceptualized.

Work-family balance has not been consistently defined despite widespread academic and practical interest. Most work-family researchers view work-family balance as the absence of work-family conflict, or the frequency and intensity in which work interferes with family or family interferes with work (Grzywacz and Carlson 2007 for review). Until recently, work-family balance has been operationalized in terms of positive effects of integrating work and family roles, namely, work-family enrichment (Frone 2003). And it has also been shown that work-family conflict and work-family enrichment are independent constructs rather than opposite ends of a single continuum (Aryee et al. 2005; Voydanoff 2004).

To advance the conceptualization on the concept of work-family balance, Grzywacz and Carlson (2007) defined work-family balance as the accomplishment of role-related expectations that are negotiated and shared between an individual and his or her role-related partner in the work and family domains, which has received wide recognition. According to Grzywacz and his colleague, work-family balance has two dimensions: work-family conflict (WFC) and work-family enrichment (WFE), which include four specific components: work-to-family conflict, family-to-work conflict, work-to-family enrichment, and family-to-work enrichment. This component approach can foster a full understanding of work-family balance in terms of both positive and negative aspect, and make the construct clearer and easier to interpret, which will contribute to richer theory of work and family. Therefore, this approach is adopted in our present study.

Compared with the theoretical discussion over the concept of work-family balance, there has been limited empirical study on its validation work. One primary method to assess work-family balance in previous work is the overall evaluation with one item (see and), however, the problems inherent in this approach have been criticized. The second method is to integrate two separately validated WFC (Carlson et al. 2000; Netemeyer et al. 1996) and WFE (Carlson et al. 2006) scales, which is extremely limited because of the longevity of the questionnaire and the amount of trivial factors.

Work-Family Strains and Gains (Marshall and Barnett 1993) is an appropriate measure to capture work-family balance as conceptualized above. The original 26-item version was developed based on open-ended interviews with 403 employed women (Marshall and Barnett 1991) and four factors were identified, namely work-family gains (WFG), work-family strains (WFS), work-parenting gains (WPG), and work-parenting strains (WPS). This scale has good reliability and validity for both men and women, and fully captures the essence of the work-family balance as defined in this paper. A revised, shortened version (13 items) has been used in the Household, Income and Labor Dynamics (HILDA) panel survey in Australia (Wooden 2003). To measure the work-family balance construct concisely and promote the utility of this scale, we adopt the short version in our study.

The purpose of the present study is therefore to explore the factor structure of the work-family balance scale (WFBS) and its psychometric properties with specific reference to reliability and concurrent validity. This study could contribute to the literature in two important ways. First, conceptualization of work-family balance as including both work-family conflict and work-family enrichment, especially the latter, is theoretically informative because of the relatively limited research on the positive aspect of work-family balance. Second, since work-family balance scale is developed originally in the West, it is of great value to extend this scale to a Chinese sample with different cultures in providing evidence of generalization.

Methods

Participants

The validation of the instrument was carried out as part of a larger study, the Chinese Urban Household Survey, conducted by the Institute of Social Development and Public Policy at Beijing Normal University in 2004. The multistage sample consisted of 1,749 households in 7 large Chinese cities (Lanzhou, Wuhan, Nanchang, Taiyuan, Guangzhou, Shenyang, and Chongqing). These were purposefully selected to represent Chinese social, economic, and geographical contexts at different levels. Sampled households were approached with the help of local government officials, with three community residents’ committees being selected in each city. 300 households were randomly selected from these committees to participate in the survey. If the selected household was not available at the time of the visit, it was replaced by that of the next-door neighbor. Overall, about 10% of the sample consisted of neighbor replacements. Our analysis is based on 605 first-married respondents who reported their work-family balance experiences in the year preceding the interview.

Of the participants, 51.6% were male. The sample covered a wide range in terms of age distribution; 10.4% was 30 years or less, 56% between 31 and 45, and 33.6% over 46. 66% of the respondents had children under 18. In terms of location, the respondents came from Chongqing (7.6%), Lanzhou (20.2%), Wuhan (16.7%), Nanchang (14.9%), Taiyuan (22.8%), Guangzhou (13.2%), and Shenyang (4.6%). The demographic characteristics of the sample are presented in Table 1.

Table 1 Demographic characteristics of the participants (N = 605)

Instruments

The Chinese Kansas Marital Satisfaction Scale (CKMSS)

The KMSS was developed by Schumm and colleagues (1986) and has been validated in urban China (Li and Chen 2002). It includes 3 items, namely; (1) “Generally speaking, are you satisfied with your marriage?”; (2) “Are you satisfied with your spouse?”; and (3) “Are you satisfied with the relationship between you and your spouse?” Respondents are asked to rate each item on a 5-point Likert scale ranging from 1 (extremely dissatisfied) to 5 (extremely satisfied). A higher score reflects a higher degree of marital satisfaction.

Job Satisfaction

This was measured by a single-item question, “Overall, how satisfied are you with your job?” Responses ranged from 1 (very dissatisfied) to 5 (very satisfied), with a higher score reflecting greater job satisfaction. A single item measuring overall satisfaction has been argued as superior to the approach of summing up facet scales, because the latter may neglect some components of a job that are important to an employee (Wanous et al. 1997).

Mental Health

This was measured using the mental health summary indicator from the SF-36 Health Survey (Ware 2000). Five specific questions were used to derive the mental health index, namely; (1) “Have you been a nervous person?”; (2) “Have you felt so down in the dumps that nothing could cheer you up?”; (3) “Have you felt calm and peaceful?”; (4) “Have you felt down?”; (5) “Have you been a happy person?” Respondents were asked to indicate how often they had experienced those feelings in the last 4 weeks by rating items on a 5-point Likert scale that ranged from 1 (never to 5 (all the time)). However, our panel experts agreed that it was difficult to distinguish between the meaning of questions two and four in the Chinese version, so only the former was included in this study. Before the analysis, questions two and three were recoded. The higher the score, the better the respondent’s mental health.

Work Stress

This was measured by a single-item question, namely “I feel my work unimaginably stressful.” Response ranged from 1 (totally disagree) to 5 (totally agree). A high score indicated higher work stress.

Results

Factor Structure

Exploratory factor analysis (EFA) was conducted to identify the latent structure of the 13-item WFBS. Before conducting the EFA, we tested several of the statistical assumptions necessary for such an analysis. The Kaiser–Meyer–Olkin index of sampling adequacy was 0.74, indicating that partial correlations were small and that the matrix was suitable for factor analysis (Tabachnick and Fidell 2001). Bartlett’s test of sphericity was statistically significant (χ2 = 1,763.72, df = 78, p < .001), and no evidence of multicollinearity or singularity was found (Tabachnick and Fidell 2001). These results showed that the EFA could be adequately performed. In order to determine the number of factors to retain, two methods were utilized; eigenvalues greater than 1, and factors that lay above the elbow of the scree plot (Cattell 1966).

Initial examination of the items using principal component analysis with varimax rotation to maximize variance, revealed three factors having an eigenvalue greater than one. However, the scree plot result suggested a two-factor solution. Subsequent analyses resulted in the emergence of a two-factor component structure as the most meaningful and interpretable solution. This was supported by a scree plot which indicated a sharp break after two components.

The two factors so identified accounted for 43.56% of the total variance. Judged by item content, the first factor comprised the combination of the negative aspects of Marshall’s original scale, namely WFS and WPS, so it was labeled as WFC to match the conceptualization of the WFBS. The second factor combined the positive aspects of Marshall’s original scale, that is, WFG and WPG, so for the same reason it was labeled as WFE. The rotated component structure of the scale, factor loadings, and the mean scale value for each subscale are presented in Table 2.

Table 2 Factor structure of the work-family balance scale

As Table 2 shows, there was no item with a factor loading of less than 0.40 or cross-loading, so all 13 items were retained.

Reliability

The Cronbach’s alpha coefficient was calculated to determine the internal consistency of the total scale and subscale of the WFBS. It was 0.69 for the total score, 0.75 for WFC, and 0.71 for WFE, indicating adequate internal consistency. To further understand the relationships of these measures, the inter-correlations among them were also computed, the results indicating that the two factors were highly correlated with the total score (r1 = .83, p < .01; r2 = .58, p < .01) but not with each other (r = .03, p > .05).

Preliminary Analyses

Preliminary analyses were conducted to examine whether the WFBS score varied according to the demographic characteristics, and the results are presented in Table 3.

Table 3 Descriptive characteristics of WFC and WFE

Comparison using the ANOVA test found no gender difference in either WFC or WFE, but there was an age difference in the latter; respondents aged 31–45 reported a better work-family balance than those aged 46 and over. There was a parenthood difference in WFC, but not WFE. Parents reported more WFC than did married but childless adults. Differences in both WFC and WFE by city-level were also significant. To be specific, urban residents in Nanchang and Shenyang reported more WFC than those in Chongqing, Wuhan, and Taiyuan; and urban residents in Lanzhou reported more than those in Chongqing and Wuhan. Meanwhile, urban residents in Chongqing, Lanzhou, Wuhan, and Taiyuan reported more WFE than those in Nanchang, Shenyang, and Guangzhou.

Concurrent Validity

It was hypothesized that WFC would be negatively associated with job satisfaction, marital satisfaction, and mental health, and positively associated with work stress; and that WFE would be positively associated with job satisfaction, marital satisfaction, and mental health, and negatively associated with work stress. The relationships between WFC, WFE, and criterion measures were assessed by calculating their Pearson product moment correlations with job satisfaction, CKMSS, mental health, and work stress.

As can be seen from Table 4, mild to moderate effect sizes were found between WFC and all the conceptually related scales (that is, job and marital satisfaction, mental health, and work stress) in the expected direction. Likewise, significant effect sizes in the small to moderate range were found between WFE and most of the conceptually related scales in the expected direction, except for work stress. These results provide preliminary evidence that the WFBS has good concurrent validity.

Table 4 Relationships between work-family balance and criterion measures

Discussion and Conclusion

The results of this study provide support for the two-factor structure of the WFBS, namely its components WFC and WFE, which implies that it is a multidimensional measurement. As conceptualized in the literature, work-family balance is derived from high WFE and low WFC, which is a formative rather than reflective latent construct (Edwards 2001). The short version, with 13 items, can fully capture the two-factor structure of work-family balance, as conceptualized in this study. The multidimensionality of the CWFB can also be revealed by the independent relationship between WFC and WFE (r = .03, p > .05), which indicates that an increase in WFE does not mean a decrease in WFC; in other words, these two dimensions can coexist within a given individual, as previous findings suggest (Voydanoff 2004, 2005). It therefore seems unlikely that WFC and WFE have identical antecedents (Frone 2003; Grzywacz and Butler 2005) or similar consequences (Wayne et al. 2004).

This study also shows that both WFC and WFE have adequate internal consistency and good concurrent validity. The coefficient alpha for both is higher than that for the total scale, which suggests that the two subscales can be used separately with good reliability. Consistent with previous findings, WFC is found here to have a negative correlation with individual, interpersonal, and organizational functioning, as measured by mental health, marital and job satisfaction; and a positive correlation with work stress. Although the effect sizes are small, they all reach a significance level of .01. However, further study should extend this examination of concurrent validity by looking at its association with other indicators of wellbeing, such as overall stress (Frone 2000), family cohesion (Bond et al. 1998) and so on.

The findings indicate that there is no gender difference in either WFC or WFE, which may reflect the Chinese government’s consistent support for the equal role and responsibility of husbands and wives for both family and work. The fact that middle-aged married adults and those with dependent children reported more WFC is consistent with role strain theory (Burr et al. 1979), which argues that the greater the role accumulation, the greater the demands and role incompatibility, and the greater role conflict and strain. Considering the different nature and pace of the economic development approaches taken across urban China, and the variations in the cultural values driving work-family balance, it is not surprising to see regional differences in both WFC and WFB. The present findings support the applicability of the Western work-family balance measure to urban China, and suggest that this concept has cross-cultural comparability in this global era.

Despite these findings, the present study has several limitations in terms of its external validity. First, the stability of the WFBS over time has not been tested. It is recommended that future studies investigate its test–retest reliability. Secondly, confirmatory factor analysis should be conducted with a new sample to test the factor structure of WFBS and provide further evidence for the validity of its constructs. Finally, most cities in this survey are regional capital cities in urban China. It will also be useful to assess this scale in the larger Chinese cities such as Beijing and Shanghai, where work and family role stress may be more salient, and which would certainly provide adequate comparison with other capital cities worldwide.

In summary, this study provides empirical support for the validity and reliability of the WFBS. Researchers and practitioners in both the family and industrial domains who are seeking an instrument to assess work-family balance may find it useful. Such an approach to measuring work-family balance, capturing as it does both WFC and WFE, has significant implications. For example, it may stimulate intervention researchers to think multi-dimensionally in evaluating strategies for promoting work-family balance and especially to balance work and family from a positive perspective. It may also prompt practitioners to consider both the individual and contextual antecedents that may serve as barriers or facilitators to achieve a work-family balance, hence supporting the implementation of family-friendly policies in general management practice. Thirdly, as this measure has only 13 items, it is convenient to administer, making it easier to identify specific problems in balancing work and family.

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Zhang, H., Yip, P.S.F., Chi, P. et al. Factor Structure and Psychometric Properties of the Work-Family Balance Scale in an Urban Chinese Sample. Soc Indic Res 105, 409–418 (2012). https://doi.org/10.1007/s11205-010-9776-3

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Keywords

  • Psychometric properties
  • Urban Chinese
  • Work-family balance
  • Work-family conflict
  • Work-family enrichment