employee health and presenteeism

34
Employee Health and Presenteeism: A Systematic Review Alyssa B. Schultz Dee W. Edington Published online: 25 July 2007 Ó Springer Science+Business Media, LLC 2007 Abstract Introduction Many employers focus on their large and easily measured cost of health care, yet until recently they have ignored the impact of health on productivity. Studies of some chronic conditions and some health risk factors suggest that costs of lost productivity exceed costs of medical care. This review will examine the literature to explore the link between employee health and on-the-job productivity, also known as presenteeism. Methods Searches of Medline, CINAHL and PubMed were conducted in October 2006, with no starting date limitation with ‘‘presenteeism’’ or ‘‘work limitations’’ as keywords. A total of 113 studies were found using this method. Each study was evaluated based on the strength of the study design, statistical analyses, outcome measurement, and controlling of confounding variables. Results Literature on presenteeism has investigated its link with a large number of health risks and health conditions ranging from exercise and weight to allergies and irritable bowel syndrome. As expected, the research on some topic areas is stronger than others. Conclusions Based on the research reviewed here, it can be said with confidence that health conditions such as allergies and arthritis are associated with presenteeism. Moreover, health risks traditionally measured by a health risk appraisal (HRA), especially physical activity and body weight, also show an association with presenteeism. The next step for researchers is to tease out the impact of individual health risks or combinations of risks and health conditions on this important outcome measure. Keywords Presenteeism Á Productivity Á Health risks Á Health conditions A. B. Schultz (&) Á D. W. Edington Health Management Research Center, University of Michigan, 1015 E. Huron St., Ann Arbor, MI 48104-1688, USA e-mail: [email protected] D. W. Edington e-mail: [email protected] J Occup Rehabil (2007) 17:547–579 DOI 10.1007/s10926-007-9096-x 123

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Page 1: Employee Health and Presenteeism

Employee Health and Presenteeism: A SystematicReview

Alyssa B. Schultz Æ Dee W. Edington

Published online: 25 July 2007� Springer Science+Business Media, LLC 2007

Abstract Introduction Many employers focus on their large and easily measured costof health care, yet until recently they have ignored the impact of health on productivity.Studies of some chronic conditions and some health risk factors suggest that costs of lostproductivity exceed costs of medical care. This review will examine the literature toexplore the link between employee health and on-the-job productivity, also known aspresenteeism. Methods Searches of Medline, CINAHL and PubMed were conducted inOctober 2006, with no starting date limitation with ‘‘presenteeism’’ or ‘‘worklimitations’’ as keywords. A total of 113 studies were found using this method. Eachstudy was evaluated based on the strength of the study design, statistical analyses,outcome measurement, and controlling of confounding variables. Results Literature onpresenteeism has investigated its link with a large number of health risks and healthconditions ranging from exercise and weight to allergies and irritable bowel syndrome.As expected, the research on some topic areas is stronger than others. ConclusionsBased on the research reviewed here, it can be said with confidence that healthconditions such as allergies and arthritis are associated with presenteeism. Moreover,health risks traditionally measured by a health risk appraisal (HRA), especially physicalactivity and body weight, also show an association with presenteeism. The next step forresearchers is to tease out the impact of individual health risks or combinations of risksand health conditions on this important outcome measure.

Keywords Presenteeism � Productivity � Health risks �Health conditions

A. B. Schultz (&) � D. W. EdingtonHealth Management Research Center, University of Michigan,1015 E. Huron St., Ann Arbor, MI 48104-1688, USAe-mail: [email protected]

D. W. Edingtone-mail: [email protected]

J Occup Rehabil (2007) 17:547–579DOI 10.1007/s10926-007-9096-x

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Introduction

A person’s health may be his or her most important possession. Without it, the basicactivities of life are curtailed or prohibited entirely. One of these basic life activities iswork. Certainly a person’s ability to work is greatly affected by his or her health. As ofApril 2006, 143.7 million adults in the United States were employed [1]. Each one ofthose individuals exists on a continuum of health [2] ranging from optimum health onone extreme all the way to morbidity and death on the other extreme. In the middle,there are a wide variety of symptoms, health problems and diseases that may impedework ability to some degree. Of course, people move on this continuum throughouttheir life.

The worksite health management industry was borne of the need to help employeesstay on the healthy end of the continuum. One of the first steps in that process ismeasuring the health of employees. Since the 1980s the tool of choice for this task hasbeen the health risk appraisal (HRA). While HRAs remain one of the most commonlyused tools in the field of health promotion [3–5] they have changed much since theirinception in the 1980s. The original outcome metric used in HRAs was mortality. Whilethis outcome was deemed valid [3], it was not always easily understood or used byparticipants. Over time, HRA providers converted the mortality risk data into othermeasures which were more relevant to the participant. These often took the form of ahealth score or health index.

Health risk appraisals originally measured traditional health risks like smoking,physical activity, and blood pressure and have grown to include quality of life issues andhealth conditions such as migraine headaches and irritable bowel syndrome. The use ofHRAs continues to evolve as they persist in providing participants with information andmotivation to maintain and improve their health. Aggregate data from the HRAs areused to determine population risk profiles and provide information on new outcomemeasures pertinent to organizations. The HRA can help forecast health-related humancapital risks and establish the relative appropriateness for a variety of individual andworkplace interventions.

Many studies have established the link between health risks and health conditions (asmeasured by HRAs) and health care costs [6–9]. These studies show a clear linkbetween employees with more health risks and higher health care costs. Moreover, ashealth risks change (either increasing or decreasing), there is an associated change incosts [10]. The presence of health risk factors among employees is not only costly toemployers in terms of health care costs, but is also responsible for costs associated with areduction in productivity. Lost productivity can be measured by the costs associatedwith absenteeism: an employee’s time away from work typically consisting of illnessrelated scattered absences, short- and long-term disability, and workers’ compensation[10–14]. While absenteeism and disability are significant components of productivity,costs associated with these components are only part of the total cost associated withlost productivity.

Presenteeism, defined as decreased on-the-job performance due to the presence ofhealth problems, is a second main component of productivity measurement and isbeginning to garner more interest from corporate management, including medicaldirectors [15]. Presenteeism measures the ‘‘decrease in productivity for the much largergroup of employees whose health problems have not necessarily led to absenteeismand the decrease in productivity for the disabled group before and after the absence

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period’’ [16]. Presenteeism is often measured as the costs associated with reduced workoutput, errors on the job, and failure to meet company production standards. Bank One(now JPMorgan Chase) estimated presenteeism to be as much as 84% of theirproductivity costs, with absenteeism and disability comprising the other 16% [17].

A random sample telephone survey of nearly 29,000 U.S. workers was conducted in2001 and 2002. This survey—the American Productivity Audit—quantified lostproductive time due to health conditions and other reasons. During the previous2 weeks, 38.3% of participants reported unproductive time at work (presenteeism) as aresult of their health on at least one workday [18]. This reduced performance accountedfor 66% or 1.32 h per week of the total lost time, with absenteeism comprising theremainder. In a discussion of health and human capital, Berger and colleagues contendthat the effective U.S. workforce is decreased by 5–10% because of health problemsspread over the whole work force [19].

Objectives of the Review

The purpose of this review is to discuss the link between health risks and healthconditions with on-the-job productivity—also known as presenteeism. Employers havespent many years focusing on their large and easily measured cost of health care (thesecond highest cost for employers after payroll) yet until recently they have ignored theadditional impact of health on productivity. Studies of the impact of some commonchronic conditions suggest that the costs of lost productivity far exceed the costs ofmedical care [20]. Therefore, this review will examine the literature to explore theimportant link between employee health and presenteeism. Studies which explore othertypes of productivity (absenteeism, short-term disability, etc.) are not directly coveredby this review but represent another cost to employers associated with health risks andhealth conditions. Many studies reviewed here measured both presenteeism andabsenteeism but this review only examines the results dealing with presenteeism.

Measuring Presenteeism

How is presenteeism measured? For a few years, the answer was: not easily.Productivity studies were plagued by the difficulty of quantifying output, particularlyin information and service-type jobs. One of the first studies related to presenteeism byBurton et al. (1999) who uniquely gathered objective productivity measures oftelephone customer service operators and compared them with health risk appraisaldata [21]. However, call centers are unique opportunities, and the need for a moregeneral way to measure presenteeism across many types of jobs and organizations led tothe development of several self-report instruments.

A multitude of self-report workplace productivity measurement instruments havebeen created and studied. Several reviews have examined their merits and theadvantages of one instrument over another [22–28]. Some of these questionnairesinclude the Work Limitations Questionnaire (WLQ) [29–34], the Health and WorkPerformance Questionnaire (HPQ) [35–37], the Work Productivity Short Inventory(WPSI) [38, 39], the Stanford Presenteeism Scale (SPS-34 and SPS-13) [40, 41], theWork and Health Interview (WHI) [42], the Health and Labor Questionnaire (HLQ)

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[43], the Work Productivity and Activity Impairment Questionnaire (WPAI) [44–46],the Work Performance Scales [47], the Endicott Work Productivity Scale [48], theHealth-Related Productivity Questionnaire Diary [49], the Angina-related Limitationsat Work Questionnaire [50], and others [51, 52]. Furthermore, a subset of the WLQ hasbeen incorporated into a worksite HRA with success in the study of a variety of healthconditions [53] and health risks [54, 55].

Evans cautions all productivity investigators to consider three areas when choosing aquestionnaire: the psychometric properties of the instrument, administration complex-ity, and the setting of the evaluation [56]. The WLQ, the HPQ, the WPSI, the SPS, andthe WHI have all undergone various levels of validity and reliability testing anddisplayed some level of criterion validity and reliability. An expert panel convened bythe American College of Occupational and Environmental Medicine recommends thatpresenteeism measures cover the following aspects of productivity: time not on task,quality of work (mistakes, peak performance, injury rates, etc.), quantity of work, andpersonal factors (social, mental, physical, emotional, etc.) [57]. Whichever instrument ischosen, investigators must interpret their results carefully since different questionnairesmeasure different aspects of presenteeism.

Lofland and colleagues reviewed several productivity loss instruments in 2004 [22].Their review focused on six instruments that provided a metric suitable for conversionto a monetary figure. They found that many instruments are only suitable for use withcertain patient groups, such as those with migraines. Others are applicable to broaderpopulations which might have a variety of health conditions. Also in 2004, Prasad andcolleagues conducted another review of six self-report productivity loss instruments[23]. Their review highlights the validity and reliability testing of each instrument andsuggests that the WPAI and WLQ offer the most significant advantages. However, theHPQ was only recently developed at the time of this review and they note that it holdspromise.

After reviewing the literature to date, it appears that two presenteeism instrumentsare moving to the forefront in popularity. These are the WLQ and the HPQ. Theirrelatively strong validity and reliability testing results make them good choices,particularly since they have been used in a variety of workplace settings and with avariety of health risks and conditions. Many of the other questionnaires reviewed hereare suitable for specific patient populations but these two questionnaires may be themost useful in general employee populations. They both give results that may bequantified monetarily.

Methods

Selection of Studies

Searches of electronic databases were conducted in October 2006, with no starting datelimitation. Medline, CINAHL and PubMed were all searched with ‘‘presenteeism’’ or‘‘work limitations’’ as a keyword, title word, abstract word, full text word or subjectheading. Studies were excluded if they were non-human, not in the English language ornot in a peer-reviewed journal. A total of 119 articles were found using this method.Some studies dealing with health conditions not typically studied in worksite healthmanagement program evaluations (such as epilepsy) were excluded, as were thosedealing with non-working age populations such as the elderly or children, leaving a total

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of 113 published manuscripts as a result of the literature search. Articles known to theauthor and those found through review of article bibliographies were also included asthe review progressed.

Many of the studies found through the literature search were about measuringpresenteeism (N = 36). Another group of studies focused on pharmaceutical treatmentsand their association with improved productivity (N = 11). A final group of publishedreports (N = 29) were either business publications speculating on the potential costs ofpresenteeism or studies which only tangentially discussed on-the-job productivity loss.These studies are covered briefly in this review. A total of 37 studies from peer-reviewedjournals on the topic of health conditions or health risks were evaluated and presentedin-depth (see Tables 1 and 2).

Quality Assessment

Each of the 37 studies was evaluated using criteria proposed by Kristensen [89] onthe strength of the study design, measurement, statistical analyses, and controlling ofconfounding variables. The authors assigned a score of 1 or 0 to each of these fourcriteria. For example, if a study used a validated presenteeism measurement tool,that study received a score of ‘‘1’’ for the ‘‘measurement’’ criterion whereas a studyusing only one non-validated question to assess presenteeism would receive a scoreof ‘‘0’’. Similarly, studies which utilized techniques such as logistic regression tocontrol for confounding variables would receive a score of ‘‘1’’ for the ‘‘controllingfor confounders’’ criterion. A study which made no effort to control for confoundingvariables would receive a ‘‘0’’. After assigning a score to each of the four criteria,they were summed to create one overall score for each article ranging from 4(strongest) to 0 (weakest). Information and overall scores of reviewed studies areshown in Table 1.

Then, for each topic area (such as a given medical condition) the aggregate researchwas evaluated based on the quality of each individual study or review, the number ofstudies, and the consistency of study results [89]. Scores and notes for topic areas can befound in Table 2.

Presentation of Results

The reviewed articles are categorized based on health condition or risk. In topic areaswhere methodologically strong reviews have already been written, those results aresummarized here but research published after the reviews are presented as an update.For each topic area, the impact of that health risk or condition is briefly stated, alongwith the number of studies found and a brief summary of the quality of the research onthat topic. In some cases, studies are described in detail. However those that are merelypresented for background information, such as prevalence rates of certain conditions,are not scored and are presented cursorily. Only studies which were published in peer-review journals are included in the review and subsequent tables. Some articles fromnon-peer-review journals are included in the background discussion of certain topics.Ratings of the 37 studies that were scored and presented in-depth can be found inTable 1 and the ratings for the content areas are presented in Table 2. Finally,conclusions are presented, with specific suggestions to employers, and areas of futureresearch are discussed.

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Page 7: Employee Health and Presenteeism

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cifi

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of

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s

2

123

J Occup Rehabil (2007) 17:547–579 553

Page 8: Employee Health and Presenteeism

Tab

le1

con

tin

ue

d

Stu

dy

de

sig

n/

po

pu

lati

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asu

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ng

(20

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3]

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of

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on

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4

123

554 J Occup Rehabil (2007) 17:547–579

Page 9: Employee Health and Presenteeism

Tab

le1

con

tin

ue

d

Stu

dy

de

sig

n/

po

pu

lati

on

Me

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4

123

J Occup Rehabil (2007) 17:547–579 555

Page 10: Employee Health and Presenteeism

Tab

le1

con

tin

ue

d

Stu

dy

de

sig

n/

po

pu

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2

123

556 J Occup Rehabil (2007) 17:547–579

Page 11: Employee Health and Presenteeism

Tab

le1

con

tin

ue

d

Stu

dy

de

sig

n/

po

pu

lati

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4

123

J Occup Rehabil (2007) 17:547–579 557

Page 12: Employee Health and Presenteeism

Tab

le1

con

tin

ue

d

Stu

dy

de

sig

n/

po

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4

123

558 J Occup Rehabil (2007) 17:547–579

Page 13: Employee Health and Presenteeism

Tab

le1

con

tin

ue

d

Stu

dy

de

sig

n/

po

pu

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3

123

J Occup Rehabil (2007) 17:547–579 559

Page 14: Employee Health and Presenteeism

Tab

le1

con

tin

ue

d

Stu

dy

de

sig

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3

123

560 J Occup Rehabil (2007) 17:547–579

Page 15: Employee Health and Presenteeism

Tab

le1

con

tin

ue

d

Stu

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Page 16: Employee Health and Presenteeism

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562 J Occup Rehabil (2007) 17:547–579

Page 17: Employee Health and Presenteeism

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123

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Results

Studies of Presenteeism and Multiple Health Conditions

Impact: Health conditions such as diabetes, depression and arthritis have been found tobe associated with productivity losses at the worksite and have been the focus of thebulk of presenteeism research so far [53]. Quantity of studies: A total of seven studieswere reviewed in depth [53, 58–63]. Quality of research: The literature coveringpresenteeism and multiple health conditions is relatively strong. For the most part, theseven studies are methodologically strong and show that a variety of health problemsare associated with decreases in productivity at work. Results consistently show thatindividuals with multiple health conditions report greater presenteeism than those withfew or no conditions.

Two nationwide studies identified the percent of workers with chronic healthproblems who experience presenteeism. Results ranged from 22% of respondents withsome time lost [60] to nearly one-third of adults whose health problems interfered withtheir work tasks [61]. A study at a British university found that 40% of employees with aself-reported chronic illness reported a work limitation in at least one of three areas(physical, cognitive and social) [62].

Additionally, studies often measured the impact of each additional chronic condition.One found that each additional chronic condition reported by an individual wasassociated with significantly higher odds of reporting a work limitation on the physical,psychosocial and environmental scales of presenteeism [61]. At Dow ChemicalCompany, the magnitude of work impairment increased with the number of conditionsreported by 5,369 employees in five company locations who participated in an on-linesurvey which included the Stanford Presenteeism Scale (SPS) and the Short-FormHealth Survey (SF-36) [58].

Studies of Presenteeism and Specific Health Conditions

Allergies

Impact: Allergic disorders are as common among the US workforce as back pain andhypertension—affecting about 12% of working women and 10% of working men [90].Seasonal allergies have been shown to have an association with workplace productivity.Quantity of studies: Three peer-reviewed studies were found on the topic of allergies andpresenteeism [21, 64, 65]. Quality of research: The quality of these studies is moderate tohigh. Each of the studies employs a good design and valid measurement of the variablesof interest. They are consistent in their findings, that allergies have a negative impact onworkplace productivity. As will be discussed in a later section, several studies haveinvestigated the impact of allergy medications on the ability to mitigate this impact onproductivity.

In one study of telephone customer service operators, objective measures ofproductivity (handle time of phone calls and time taken between phone calls) werecompared against ragweed pollen levels during the study time period. A stepwisedecline in productivity was seen as pollen levels increased [21]. A study of manufac-turing company employees also found that all health and productivity measures (generalhealth, physical health, vitality, mental health, overall effectiveness at work, ability towork required hours, concentration, ability to handle workload, ability to work without

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mistakes, ability to bend and twist and days less than 100% resulting from allergies/asthma) grew worse as allergy symptom increased [64]. In a study of more than 8,000employees at 47 locations, those with allergic rhinitis reported being unproductive 2.3 hper day when experiencing symptoms [65].

In the study of customer service operators, those taking medication for their allergieshad significantly higher productivity than the no-medication group [21], indicating theimportance for receiving appropriate treatment for this condition. In certain occupa-tions, the sleep-inducing effects of some antihistamines can have serious consequences.An Australian study of commercial truck drivers found that the incidence of accidentsincreased significantly among drivers who used antihistamines to treat allergy symptoms[91].

Arthritis

Impact: Arthritis is one of the most common chronic conditions in the U.S. [92] and hasreceived much attention in presenteeism research. Some of the research in this area hasbeen conducted in the medical setting, such as physicians’ offices. These types of studiesoften measure productivity both on-the-job and in unpaid capacities, such as the abilityto do housework [93]. Quantity of studies: Five publications were found. Two of themwere literature reviews on the topic of rheumatoid arthritis. Quality of research: Thequality of the individual studies to date has been high. Of the primary reports reviewedhere, only one was conducted at a corporation. The others were large-scale databaseanalyses or nationwide telephone surveys. While those studies certainly have merit,more work in this area needs to be done in worksite settings to ascertain the impact toemployers.

In the literature reviews of rheumatoid arthritis and work outcomes, authors foundthat that work loss occurs early in the course of the disease but that interventions andappropriate treatment may prevent the high rates of loss of employment that is oftenseen among these patients [66]. A systematic review of 38 studies measuring workdisability, absenteeism and presenteeism did not include any studies that quantified theeffect of arthritis from an employer point of view; they were all from the patient’sperspective [67].

Individuals with rheumatoid arthritis are often unable to work, which may limit thenumber of employees available for study in terms of presenteeism at any givenemployer. However, a multi-employer database found arthritis or other joint conditionsaffected 15.5% of employees at some time during a 4-year study [69]. This is similar tothe 14.7% prevalence found in a random telephone sample of employed US adults [70]and 15% of employees with arthritis in a financial services corporation [68].

Arthritic workers with pain exacerbations in the previous 2 weeks reported greaterarthritis-related lost productive time (24.4% vs. 13.3%, P < .01) than workers withoutexacerbations [70]. The greatest impact on productivity was found in the physical workdomain of the WLQ [68].

Chronic Pain

Impact: Pain is a feature of many medical problems and is a major driver of increasedmedical costs and utilization. A telephone survey of nearly 29,000 working adults usingthe Work and Health Interview estimated that pain from headaches, arthritis, back pain

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and other musculoskeletal problems caused productivity loss among 13% of the U.S.workforce at a cost of $62.1 billion per year [72]. A total of 76.6% of this cost wasattributed to presenteeism and the remainder to absenteeism. Quantity of studies: Onlytwo studies on chronic pain and presenteeism were found in this review [71, 72]. Qualityof research: With only two studies, the consistency of results cannot be assessed. One ofthe two studies did not control for any confounding factors so the quality of literature inthis area is low. Much work still needs to be done in the area of chronic pain andpresenteeism.

When comparing employees based on the severity of their pain, authors found thatthe ability to perform work on each of the four WLQ subscales (time, output, mental-interpersonal and physical) was impacted more as pain severity increased [71].Moreover, a measure of overall effectiveness at work was significantly impacted bythe presence of pain among employees. Employees experiencing pain were significantlymore likely to be smokers, overweight, at risk for alcohol use, and be sedentarycompared to the employees without pain [71]. This study provides evidence for theimportance of worksite health promotion programs that have typically addressed thoserisk factors.

Diabetes

Impact: Diabetes-related productivity losses have been estimated to be nearly half of itsassociated medical costs ($40 billion compared to $92 billion in the U.S. in 2002) [94]. Inaddition, the increased prevalence of diabetes among younger individuals means alarger impact for employers in the future [95]. Quantity of studies: This literature reviewfound only two studies specifically dealing with diabetes and presenteeism [73, 74].Quality of research: The individual studies reviewed here were found to scoremoderately well based on study design, statistical analyses, outcome measures andcontrolling of confounding variables. As a topic, the research on diabetes andpresenteeism is weak. More studies using validated presenteeism instruments areneeded to assess the impact of this medical condition which is gaining in prevalence andlikely has a large impact on workplace outcomes.

Longitudinal data from the Health and Retirement Study were used to investigatethe relationship between diabetes and productivity among employed adults aged 51–61[74]. Among both men and women, the presence of work limitations was significantlymore likely (OR = 3.6) among individuals with diabetes compared to those without.Another study of employees with type 2 diabetes found similar results [73]. That is,diabetic employees showed a reduction in work productivity compared to non-diabetics.This reduction increased along with the duration of a person’s diabetes.

Gastro-intestinal Conditions

Impact: Digestive diseases are the cause of a significant burden on many Americans andresults in more than $40 billion of health care expenditures each year [96].Gastro-intestinal conditions such as irritable bowel syndrome (IBS) and gastroesoph-ageal reflux disease (GERD), have also received a fair amount of attention in thepresenteeism literature. This may be due to the potential benefits of pharmaceuticaltreatments which have become available in recent years. Quantity of studies: Whilethere is only one study on IBS identified in this review, there were eight studies of

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gastroesophageal reflux disease reviewed by Wahlqvist et al. [76]. Quality of research:The quality of these studies is generally quite high. Therefore this topic area is ratedwith a high score.

Versions of the WPAI have been created specifically for use with patients with IBS[46] or GERD [97]. Initially, most research on IBS was on patient populations, so Deanet al. examined IBS in an employed population and measured presenteeism with theWPAI. Employees with IBS reported work productivity losses of 21% because of GIsymptoms, compared to 6% among employees without IBS [75]. In a review of GERDstudy results, presenteeism losses due to GERD ranged from 6% to 40%, estimated at2.4–16.6 h of work loss per week [97].

Mental Health

Impact: The National Comorbidity Survey found that 59% of the 30 million U.S. adultswith lifetime prevalence of major depressive disorder (MDD) were severely impaired intheir ability to perform social roles and, on average, were unable to work 35 days in thepast year [98]. Furthermore, researchers estimated that $32 billion in lost productivework time is attributed to depression [99]. Quantity of studies: Five studies on this topicwere found. Quality of research: The research in this area is very high quality,particularly the studies published by Adler et al. [77, 78] and Lerner et al. [31, 80]. Eachof their studies achieved the high score while another study in this area received amoderate to low score. Overall, the research in this topic area also received a high scoredue to the quality of the individual studies, the relatively large number of studies andthe consistency of the results.

When 69 patients diagnosed with dysthymia but not MDD were compared to 175depression-free controls, the patients had significantly greater on-the-job productivityloss (6.3% vs. 2.8%, P < .001) compared to controls, as measured by the WLQ [77].While absence rates were not significantly different, patients had less stable workhistories and a greater frequency of significant problems at work. In a study combiningpatients with dysthymia and MDD presenteeism losses were between 6% and 10%compared to 4% among the healthy controls [80]. Depressed patients were significantlylimited in their ability to perform mental and interpersonal tasks, time management,and total work output (all P < .001) [80].

The effects of depression on productivity get worse as the severity of depressionincreases [31]. Furthermore, productivity at some types of jobs was impacted more bydepression than other jobs [31]. Depressed individuals in a sales, service, or support jobwere impaired in their ability to handle mental and interpersonal demands compared tocontrols. The WLQ scales of time and output were significantly worse when employeeshad jobs involving judgment and communication skills. A high level of interaction withcustomers was associated with poor mental-interpersonal and physical scale scores [31].In another study, WLQ-measured work limitations persisted even after employees’depression symptoms improved [78].

Bipolar disorder (BPD) is a serious mental health issue affecting about 5.7 millionAmerican adults in a given year [97] and is more prevalent in the working ages of 18 to54 than in older age groups [100]. In a manufacturing setting, the association of BPDwith presenteeism was measured in terms of the number of units processed per hourworked using real output data [79]. Results showed that employees with BPD processedsignificantly fewer units per year compared to healthy employees but that their hourlyproductivity rate was not statistically different.

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Langleib and Kahn [101] point out that many corporations do not yet understand thehigh presenteeism cost of mental health issues among their employees. They reason thatit is crucial to provide quality mental health care benefits to help employees and tomoderate costs, particularly since it has been shown that those who receive appropriatecare for their anxiety or depression have less disability and greater productivity.

Musculoskeletal Problems

Impact: The studies in the literature focusing on presenteeism and musculoskeletalinjuries is surprisingly sparse. There is a plethora of information related to return-to-work and injury prevention. In an effort to begin measuring work loss, a 16-item versionof the WLQ was validated and assessed in a group of employees reportingmusculoskeletal pain. The instrument did show signs of validity and reliability althoughthe authors raised some concern about the output demand scale of the WLQ [102].Quantity of studies: Only one presenteeism study of moderate quality investigatingmusculoskeletal problems was found in this review [81]. Quality of research: This study’slack of a validated presenteeism measurement and the use of a single question to assesswork limitations point to the need for more research in this area.

Hagberg and colleagues asked Swedish computer workers if musculoskeletalsymptoms influenced their productivity during the preceding month [81]. If theyanswered yes, employees were then asked to estimate the percentage reduction inproductivity compared with the month before. These workers estimated that the meanloss of productivity among those with musculoskeletal complaints amounted to nearly17 h per month, exceeding the loss due to sickness absence. However, the 1-monthrecall period in this study is relatively long compared to the presenteeism instrumentsused in other studies, potentially introducing a large recall bias. Stewart and colleaguestested three versions of the WHI with varying recall periods and determined that2-weeks may be the best for minimizing reporting error [103].

Studies of Presenteeism and Multiple Health Risks

Impact: Several studies have established that health risks are associated withproductivity losses, both in terms of absenteeism [11–14] and presenteeism [16, 65, 82,104, 105]. Presenteeism was measured objectively in a study of telephone customerservice representatives [16]. This study demonstrated that health risks not only have animpact on days lost from work but also on the loss of productivity while at work. As thenumber of health risks increased, the employee’s productivity decreased [16]. Quantityof studies: Six studies were located in the literature search. Quality of research: Thequality of research in this area is high. It has been demonstrated by the six studiesreviewed here that the health risks that have long been associated with health care costsand increased risks of disease are also associated with workplace limitations. In general,the more health risks an individual has, the greater the impact on their workplaceproductivity. This line of research provides impetus to organizations to help employeesbe as healthy as possible through the promotion of healthy lifestyle behaviors.

In a study of 2,264 employees of a large national corporation, individuals with morehealth risks reported greater productivity losses [82]. Of the 10 health risks studied(poor diet, BMI, cholesterol, exercise, stress, preventive services, fulfillment, bloodpressure, smoking, diabetes and alcohol use) the odds of any productivity loss were mostsignificant for individuals with diabetes and stress [82]. Results from the American

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Productivity Audit also found that smokers were twice as likely to report lost productivetime than non-smokers [18].

Three risk factors for cardiovascular disease, physical activity, cardiorespiratoryfitness, and obesity, were studied to test their association with work performance andinterpersonal relationships with coworkers [84]. Moderate and vigorous levels ofphysical activity were associated with higher overall job performance compared tosedentary employees. Better cardiorespiratory fitness was also associated with a higherquantity of work performed and extra effort exerted while obesity was associated with alower level of getting along with co-workers and a higher number of work loss days [84].

While it was shown several years ago that changes in health risks are associated withchanges in health care costs [106, 107], that association was only recently studied in theworkplace outcome of presenteeism [55]. As the number of health risks (as measured byan HRA) increased or decreased over time, there was a commensurate change in thepercent of employees reporting any workplace limitation and the percent productivityloss (as measured by a short version of the WLQ). Each health risk changed either up ordown was associated with a 1.9% increase or decrease in productivity loss. Anotherstudy examined the association between changes in health risks and changes inproductivity as measured by the WPAI-GH [83]. In this study, employees who reducedone risk factor improved their presenteeism by 9% and reduced their absenteeism by2% after controlling for a variety of factors.

Studies of Presenteeism and Specific Health Risks

Overweight

Impact: Obesity, a key risk factor for many health conditions, is extremely costly foremployers. Health problems attributed to obesity [88, 108–111] are reportedly costingU.S. businesses $12.7 billion directly [112] and $100 billion indirectly [113, 114].Furthermore, the obesity epidemic may be responsible for an increase in the disabilityprevalence rates [115, 116], among Americans as the onset of obesity and diabetes at ayounger age may impact disability rates [116]. Quantity of studies: While much researchhas been done to assess the health care cost impact of obesity to U.S. employers, onlythree studies have measured the association with presenteeism. Quality of research:While the study methodologies are sound, none of the three studies reviewed here useda validated presenteeism instrument and therefore the quality of research in this area islow to moderate.

The NHANES III dataset was used to examine the association between obesity,cardiovascular risk factors and work limitations among employed individuals [85]. Itwas reported that obese workers (BMI ‡ 30 kg/m2) had the highest prevalence ofwork limitations [6.9% vs. 3.0% among normal-weight workers (18.5 kg/m2 £ BMI £24.9 kg/m2)]. When individuals were classified by age, it was found that obesity has a

similar effect on worker limitations as 20 years of aging. The weakness of this study isthat workplace limitation was only measured by a single question (Are you limited inthe kind or amount of work you can do because of a physical, mental, or emotionalproblem?) rather than a validated presenteeism measure.

Lost productive time was examined in overweight and obese individuals in a randomnational telephone survey of adult U.S. workers. Obese workers (BMI ‡ 30 kg/m2) weresignificantly more likely to report lost productivity in the previous 2 weeks than normalweight workers [18.5 kg/m2 £ BMI £ 24.9 kg/m2 (42.3% vs. 36.4%, P < .0001)] [86].

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Finally, data from the Panel Study of Income Dynamics also found that, amongemployed women, being overweight or obese was associated with increased worklimitations compared to normal weight women [87]. The results for men were notstatistically significant. However, this study did not use a validated instrument formeasuring work limitations, rather they inquired about ‘‘any physical or nervouscondition that limited the type or amount of work.’’

Physical Activity

Impact: A sedentary lifestyle is associated with higher risks of overweight, cardiovas-cular disease, some cancers, and all-cause mortality [117, 118]. Given the large body ofresearch on physical activity and health care costs, it is surprising that so few studies todate have specifically measured presenteeism related to physical activity. Quantity ofstudies: Two studies were found. Quality of research: The quality of presenteeismresearch in this area is low. There are too few studies to assess consistency of results andthe quality of the individual studies is relatively low.

The association between corporate fitness center participation and presenteeism wasinvestigated among 5,379 employees at corporate sites with fitness centers [119] by usingthe eight-item version of the WLQ as part of an HRA used in previous studies to assesspresenteeism [53, 54]. When fitness center participants were compared withnon-participants (and logistic regression controlled for age, gender, location and healthrisks) the non-participants were significantly more likely to report a work limitation inthree of the four WLQ domains (time, physical, and output). The overall WLQ score forwork impairment was also significantly greater among fitness center non-participants,after controlling for confounding variables [119].

Future research should measure the amount of exercise rather than simply comparingfitness center participants and non-participants since there is likely a wide range ofexercise frequency and intensity among participants. Also, given the low percentage ofworkers who utilize fitness centers (16% in this study [119]) and the fact that thesestudies are not randomized trials, research is needed to determine whether use of thecenters is the etiology of reduced work impairment, or whether the people who elect toparticipate have other characteristics that cause them to have less work impairment.

The second study which measured presenteeism and physical activity was mentionedpreviously as it dealt with physical activity, cardiorespiratory fitness and obesity [84].The results from this study showed that moderate and vigorous levels of physical activitywere associated with higher job performance in terms of work time. Furthermore,measured cardiorespiratory fitness (VO2max) was also associated with an improvementin the amount of work performed. More studies of this nature are needed to examinethe link between physical activity levels and presenteeism.

Presenteeism and Pharmaceutical Treatment

As mentioned previously, some health conditions may be associated with largedecrements in on-the-job productivity while their medical care cost may be relativelylow. Examples of such possible conditions are migraine headaches and allergies.Fortunately, many pharmaceutical agents, whether used for prevention or treatment,are quite effective against many of these conditions. A review of studies showing theassociation between pharmaceuticals and worker productivity was published by Burtonet al. [120]. Treatment for allergies, depression and migraine headache all showed

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associations with improved on-the-job productivity. Many other classes of drugs fortreatment of conditions such as respiratory infection, diabetes, and asthma showedpositive associations with decreased absenteeism, another facet of productivity costs.The authors note a surprising lack of research on the association between presenteeismand treatment for arthritis.

Migraine is one condition which exhibits a very large impact on employers. Theprevalence of migraine peaks between the ages of 35 and 45—prime working ages formost people [121]. One study found that 93% of the total economic burden of migrainein the United States was attributable to work loss while direct medical costs are just aminor fraction of the total cost [122]. The average migraneur reports losing theequivalent of 4.9 workdays annually due to presenteeism and 3.2 workdays due toabsenteeism because of migraine symptoms [123].

Studies have found improvement in workplace productivity among migraine sufferers[124–126], those with seasonal allergies [20, 64, 127] and IBS [128]. Results of thesestudies support the proactive pharmacologic management of conditions such asmigraine. Education can be provided to employees to optimize self-management andappropriate use of all types of treatments.

Discussion

Future Research Questions

What is the next step for researchers in this field? Many questions have yet to beanswered. First and foremost is this question: is health related presenteeism real?Intuitively, almost everyone would agree that one cannot be fully productive each andevery minute of the work day. However, in many jobs it is impossible to know whenwork is not getting done (such as in a knowledge-based job). In some cases anotheremployee may pick up the slack caused by an unproductive employee. In other cases, ifsomeone is not performing at 100%, they may make up the work at a later time or takework home. There are also many reasons for lost productivity which have nothing to dowith health including time wasted on e-mail or surfing the Internet, personal issues, andtalking with co-workers or on the phone. Is presenteeism just a cost of doing businesswhich all companies deal with? Future research in this area should also consider the factthat presenteeism and absenteeism are often inter-related. Koopmanschap notes that anintervention might be successful in reducing absence but only at the expense of a rise inpresenteeism if the health problem is not properly dealt with [129].

Many of the self-report presenteeism instruments have undergone validity andreliability testing, but the quality of those studies varies. All instruments would benefitfrom further validation, especially compared with an objective measure of productivity.Furthermore, it would benefit the field greatly if researchers could agree on standardpresenteeism metrics as has occurred in other fields so that research on presenteeism iscomparable across studies. This is especially evident when one attempts to comparestudies using the different self-reported presenteeism instruments currently available. Thebest one can do is to evaluate the relative estimates between those with the risk orcondition of interest and the comparison group.

Another question facing presenteeism researchers is how or even if the results can betranslated to a dollar amount. It is tempting to place a dollar value on the presenteeismresults in any given study. Many studies have presented very large presenteeism costs

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based on their self-reported presenteeism findings. When an employee is only 80%productive on a given day, for example, does that automatically translate into a loss of20% of the value of that employee to the company’s bottom line? In some jobs this mayvery well be the case, but in other jobs that is unlikely. Also, the type of productivity lossvaries (such as the interpersonal domain of the WLQ compared to the physical domain).Does one type of presenteeism translate to dollars more than another? These are justsome of the critical questions facing the field.

What Can Employers Do?

In the meantime, what can employers do about presenteeism? Whether or not there areeffective treatment options for a given medical condition, employers must implementeducational programs for their employees, to prevent undiagnosed or misdiagnosedillnesses in the workplace, which will allow employees to better manage their healthconditions. In addition to lower-cost educational programs, it is also necessary foremployers to spend additional money on improving health risks or medical conditions inorder to improve workplace productivity [19, 130–134].

Sullivan reported on results of a survey of 60 corporations and found that the use ofproductivity information for making health-related decisions was only ‘‘frequent andsystematic’’ among 14% of respondents [135]. Health and productivity management(HPM) is the recognition that better management of employee health and its relatedimpact on productivity outcomes may drive economic growth and profits. Using HPM, itwas found, is made difficult by a lack of data systems, perceived low quality of evidenceand resistance by senior management. However, as time goes by, this strategy will likelygain more attention and more acceptance [135].

Spending money on appropriate pharmaceutical treatment is likely cost-effective, asprior research indicates drug treatment for a variety of health conditions reportedlyleads to significant improvement in productivity [120, 136]. Specifically, one studyestimates that the increase in the ability to work which can be attributable to newpharmaceutical treatments is 2.5 times greater than the cost of those drugs [137].Corporations should keep this in mind when constructing drug-reimbursement plans.

While it is important for employee health programs to target the highest-risk workersand the groups with the highest direct and indirect costs, it is of equal importance to offerprogram opportunities to the vast majority of employees who are medium or low risk. Thismay be a more profitable and successful strategy than the high-risk strategy which has beenin place for three decades [138]. By focusing just on the small percentage of employees whoare at high-risk or have a health condition, the vast majority of an employee populationgets ignored. Taking a more comprehensive population management approach may helpkeep healthy employees from becoming high-risk in the future [15].

Conclusions

Research on presenteeism is still relatively new. Most of the review papers that can befound dealing with presenteeism are about measuring presenteeism. The ability toaccurately and reliably measure presenteeism in the workplace is an important andnecessary first step in establishing the link between health and productivity. However, todate, there is still no generally accepted best method of measuring presenteeism. Whileone or two measurement instruments have become most commonly used, there has

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been no consensus among the many presenteeism researchers about commonmeasurement tools or metrics, or about their reliability or validity.

So far, no study has been able to unequivocally estimate a total dollar cost associatedwith presenteeism for corporations. The first step in this line of research is to study thetypes of health risks and health conditions which are associated with presenteeism.Several of the presenteeism measurement instruments yield results which may beconverted into a dollar amount. However, calculating the cost of presenteeism is still anabstract concept for many, since there are no receipts or bills to pay when an employeeis experiencing presenteeism as there are with health care costs or other workplaceoutcomes like disability or workers’ compensation. A recent review of 20 presenteeismsurvey instruments found that none had been validated for estimating the cost of lostproductivity due to health problems [139].

The current method which many studies use is to convert the percent decrement inproductivity into a number of hours per week that an average individual is unproductive(for example, if an employee’s presenteeism is 20%, they are unproductive 8 h out of the40 h work week). Then multiply that number by the average hourly wage and benefits costfor an employee and finally multiply that by the number of employees with a given healthcondition. However, it is still unclear if those calculations are accurate and whether or notan employee experiencing presenteeism is truly 0% effective during those hours.

Certain employee population groups have received more attention in the presentee-ism literature than others, such as nurses, a frequently-studied financial servicescorporation, and manufacturing employees. Also much of the research in this field hasbeen sponsored by pharmaceutical companies who have a drug solution for thecondition. This is not a major problem but it does somewhat explain the predominanceof studies related to medical conditions and the smaller number of studies related tohealth risks and behaviors. With such a diverse workforce today, researchers would bewise to conduct studies in a broad range of populations, particularly in employees thatdeal with information or service occupations, and a broad range of health risks andmedical conditions.

Based on the research reviewed here, it can be said with confidence that many healthconditions are associated with presenteeism. Moreover, health risks also show anassociation with presenteeism. The next step for researchers is to tease out the impact ofindividual health conditions and risks on this important outcome measure. Certainhealth risks or health conditions likely have more of an impact on presenteeism incertain types of jobs than in others. It will be important to be able to prioritize risks andconditions so employers know where to target their efforts. Above all, it can be said thatkeeping healthy employees healthy is always an effective strategy.

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