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How to Improve Work-life Balance for Caregiving Employees

July 29, 2024 / 33:06

This episode covers supporting caregivers in the workplace, insights from Jennifer Andrews and Dr. Ellen Ernst KK, and the impact of caregiving on employees.

Jennifer Andrews, head of equity and inclusion at Guardian Life, discusses the report "Standing Up and Stepping In," which reveals that 70% of workers have caregiving responsibilities. She highlights the stigma around caregiving and its negative effects on physical, mental, and financial well-being.

Dr. Ellen Ernst KK from Purdue University shares insights from her research on family caregivers in STEM fields. She emphasizes that the pandemic made existing caregiving demands more visible and discusses the need for updated workplace policies to support caregivers.

Both guests stress the importance of recognizing caregiving as a holistic issue that affects all employees, not just women. They advocate for organizations to implement supportive policies and practices to retain talent and ensure employee well-being.

The conversation concludes with a call for employers to prioritize caregiving support as a strategic investment for a sustainable workforce.

TLDR

Caregiving impacts 70% of workers; employers must adapt policies to support them.

Episode

33:06
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[Music] this podcast is brought to you by knowah [Music] warten hello my name is Stephanie K and
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I'm an assistant professor of management at the Wharton School of the University
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of Pennsylvania and I'm delighted to welcome you to today's episode of the
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knowledge at Warton leading diversity at work podcast series which is focused on
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supporting caregivers in the workplace joining me today are two very special guests first we have Jennifer Andrews
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who is head of equity and inclusion at Guardian Life prior to Guardian Jennifer led the diversity and inclusion efforts
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for the America's region at credit SS she's also a University of Penn alumnus
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uh Jennifer is here to talk about standing up and stepping in a modern look at caregivers in the US which is a
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report that has insights based on responses from guardians annual workplace benefits study uh and this
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report explores the remarkable rise in the number of caregivers in the country in the US the profound impact caregiving
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responsibilities have on their lives mentally physically and financially as well as the crucial role of employers in
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supporting their caregiving Workforce amid the societal Trend and workplace Dynamic next we have Dr Ellen ER
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KK who is the basil S Turner distinguished professor of management at Purdue University's Mitchell e Daniels
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Junior School of Business uh her current research examines strategic and Leadership initiatives to advance gender
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and work life equality and improve the implementation of flexibility and work life work Family Life policies to Foster
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diversity and inclusion in employment Dr kic has won numerous National and International schol L awards for
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research and service Excellence to advance gender and work life understanding now recently she served on
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a nationaly of Sciences committee focused on family policies for the stem Workforce she will share insights from
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the recently released report report supporting family G caregivers in stem a call to action um in addition to her
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years of research on these topics welcome Jennifer and Ellen I'm so delighted to have you here to today uh
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to join with me in a conversation on supporting caregivers in the workplace so I want to start us off by talking
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about Guardians report standing up and stepping in a modern look at caregivers in the US and what was learned from that
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work Jennifer can you please share with us a little bit about the report including how the data were collected
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and the top take top three takeaways from the report sure and thanks so much for inviting me to share the insights
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from this report so we started with surveying about 2,000 employers and American workers and we use an expansive
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definition of caregiving basically anyone who provides care for another so whether that be Elder Care Child Care
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caring for a sick or disabled person or some combination and i' say upon my top
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three takeaways first this may surprise your listeners but we discovered that about seven out of 10 workers have some
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level of caregiving responsibilities you know most employeers can't even fathom
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this and we know that the caregiving responsibilities are dis disproportionately impacts historically
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underrepresented groups second there's a stigma around the word caregiver so
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ironically we spoke to some of our own Guardian colleagues who happen to be parents and they said they did not want
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to be labeled as a caregiver for their children however the reality is that as well as you know parents parents as well
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as caring for kind of sick or elderly loved ones they really have similar needs so looking at caregiving as a
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holistically will allow employeers to really provide more comprehensive benefits and accommodations that really
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will support all types of caregiving on the third and final takeaway is that caregiving caregivers sorry are more
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likely to have negative impacts on their physical financial and mental well-being
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as well as potentially they will kind of diminish some of their career growth opportunities so if you think
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specifically so you know about 25% of the caregiving population say that they don't keep up with their health checkups
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they don't exercise regularly and they don't really um practice healthy eating
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habits 40% say that their caregiving responsibilities have somehow negatively impacted their household
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finances 41% say that they have overall low mental well-being and that's compared to
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32% of folks who are not caregivers and then finally 20% of caregivers have taken a leave absence or step back in
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their career responsibilities to accommodate their care caregiving duties now this one really resonates with me
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because you about 20 years ago I actually took a career break to care for my kids because at the time I really
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didn't feel that I could balance both and there really was not a lot of support for a working parents so that's
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a little bit about our study overall super interesting results what popped in my head as I was listening to you talk
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is how I think many people didn't hear a lot about caregiving and Trends until we
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were in the midst of a pandemic and then we started hearing a lot and I started thinking that some listeners might be
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wondering the relationship between the things that you're saying and and the
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pandemic or are these issues that are um you know a function of the pandemic or were they always there so I'm going to
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turn to Ellen um and Ellen you know certainly you've been doing research on this topic for for a long time and you
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understand the trends with things that are happening in society I am curious around your perspective on is this a
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pandemic aftermath thing or not or is this sort of how it's always been but I
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also want to know how what you think about this idea that you know Guardian has found that there's been a a sharp
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rise in workers providing care in addition to working full-time so how does that relate how do these ideas
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relate to the things that you're seeing in your own research and practice well Stephanie I think
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regarding the pandemic these uh demands were already there but uh was not always
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visible to the employer and when daycare centers closed nursing homes you know closed or wouldn't let families in
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people had to work from home if they were able to do remote work and there were still let's not forget the
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Frontline workers that were figuring out how to juggle care it became more visible and I did do a a report for the
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National Academy of Sciences I've done a couple reports but I did a study that
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looked at how stem academic faculty manage this change and we call it pushing the boundaries because there
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were all of these very highly educated um women at home over from all the stem fields of you know from
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Aerospace engineering to electron electrical engineering and they basically were very frustrated in how
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their organizations to combine with what Jennifer said responded to their needs mattered and how well they dealt with
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the stress so many people love their jobs and it's part of their professional
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identity just like their family and yet we found that you know just simple things like how do you manage Zoom
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during a call when your child is needs help or there's a a uh you know some people had autistic children that one
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woman that the child was having uh challenges and her boss is texting her where's this report so I think the
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pandemic made visible the need to respect work life boundaries and also I think the narrative that many women left
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the workforce is true and Men some men caregivers as well but many people were frustrated because they loved their
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careers and it's part of their identity and to go to Garrett Guardians report I
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think a lot of people feel stigma disclosing all the typ of care they're doing and besides some of the uh
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caregiving uh backgrounds that Jennifer mentioned a lot of people are providing adult care for children or people over
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18 uh you know a lot of uh people from college had returned to the parents' home and we're still feeling those
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effects spouses that are disabled and I 30% of uh families in America today are people that are not married they may not
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be living alone this this was a Pew charitable trust report uh but uh 133% of people are living alone if they're
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caring for others at a distance or for themselves these are things that we have not updated workplace policies to
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address the diversity and complexity of caregiving demands in our Workforce but also how normal this is if I if I
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combine what the stats that Jennifer shared I you you said seven in 10 people have some sort of responsibilities and
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then what you're saying Ellen it seems to me that you know workplaces and organizations are maybe operating in an
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alternative reality as compared to the lived experiences that most of us are having on any care given day um with
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respect to care so I I do find that interesting Ellen I want to dig a little bit more into the uh committee that you
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participated in the National Academy of Sciences committee um that was focused on family policies for the stem
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Workforce and and recently you uh released a rather extensive report I started going through it and I thought
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wow there is a wealth of information in this report so for those who haven't
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read it yet um what would you say are some of your personal top two top three takeaways from this
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report yes and just to be clear there were two reports I did I did one on stem women and and particularly uh women
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across many backgrounds of ethnicity prior or during the pandemic and then because of that I get a appointed to an
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expert committee um was the only business school Professor on this report called supporting family caregivers and
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stem a called to action and it was a two-year Academy of Science report and we went to all the funding agencies in
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the US uh we uh did extra focus groups with people that were underrepresented uh of uh different uh
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sexuality and other backgrounds and basically here is the top three takeaways number one that support of the
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stem Workforce and caregivers is a strategic labor force investment and an issue of equity but the US in particular
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but AC around the globe as well uh this is not seen as a priority the way we have policy set up today other problems
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in implementation and uh even taking a leave like Jennifer did that's a lot of
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Courage many people can't even afford to leave the labor force if they're The
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Sole Provider or in an expensive area with dual incomes so I think what we're
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not prepared for number one is we're going to have severe shortages of doctors
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Engineers uh we need to have the people if you think about uh our education Workforce in stem that over uh in some
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areas women are half of the uh people getting their stem degrees if we're not
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keeping people working uh staying in Stam and many uh we're going to have shortages and we need to keep people of
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all genders and backgrounds working longer and uh right now not supporting family care people are deciding uh to
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either cut back on their own or leave the workforce or if they leave they leave stem but not necessarily work they
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leave masculine cultures that don't support care um the other issues we found were uh availability it's
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skyrocketing uh problems since the pandemic the cost of care uh the lack of policy awareness people are not able to
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afford uh to to even use some of the benefits available or there's once again
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stigma for using family and sickly there's not enough Staffing in some of our stem professions uh and uh basically
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an overwork culture where when people signal that work is not their Prime primary and O only identity it will cut
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them back Solutions are pretty mundane uh in terms of where we studied a lot of the
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universities in this country uh but simple things like a website with things easy to find uh and uh having Universal
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opt out policies so people don't have to ask permission but it might be in a
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certain stance of someone uh you know is hospitalized or something we we make it really hard hard for people to
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use the policies we have and people there is bias in our Workforce uh for using these policies in terms of
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Innovations we need companies to partner with researchers to do a lot more to Pilot interventions and uh some of the
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Innovative policies there was one at Stanford where they would let people who wanted to work more hours uh to bank
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some of their leave time and you give to other people that might you know had a catastrophe or needed care that didn't
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survive over the long term and I think we have a lot of pilot programs but we don't mainstream these the way our jobs
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are designed to be a director vice president uh they huge jobs requiring much more than 40 hours a week
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Innovations would be a job share but we would think of that at the higher levels
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we have a lot to go ways long ways to go to integrate Innovative work design and
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supporting people having a life outside of work and wanting to work longer for high-powered companies and firms so
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we're going to dive a little bit more into the some of the interventions that
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you've been raising in in a few minutes um but I think one thing that came up
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for me as you were sharing this and particularly it was actually an intervention around websites is I had a
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I have a friend who um is expecting her second child and she's moved universities and so she's understood
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that the policies are drastically different um in terms of leave and do you have to teach and how much do you
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have to teach even though right which I I do not have kids so I've not spent any
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time looking at these policies but she asked me because we used to work together different University and she
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says to me uh where where where's all your information on this and I said there's a website and I showed her our
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website and she says we don't even have anything that looks like that so so people I think sometimes will say how
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was that intervention information is power right for people who are trying to navigate these com complex systems
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around sort of like what are the available resources to them so that's sort of like what came up for me as you
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were talking but what I want to do is I want to turn to you um Jenifer and I I want you to uh see if there's any
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overlap between the types of things that Ellen has been sharing that her in and in her work but also um there was an
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Insight in in in the stem report that I'm curious to get your perspective on
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um and it was and this Insight is that while family caregivers provide care in many forms and for a wide range of
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relationships family caregiv is often viewed in a very limited way so how does that align with like what you've seen in
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your work and and I believe we've heard Ellen saying some of this stuff as well
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yes so it's absolutely aligned with what we we found as well you know the kind of
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narrow view of caregiving outlined in stem report is exactly what we found um you know in for you know probably the
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general stigma around even the term so there many people who don't even want to
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cons to talk about caregiving typically as being a parent they feel like that's
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something separate than caregiving more more broadly and even the willingness for our colleagues to talk about
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caregiving responsibilities they feel there's a stigma even to talk about the
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fact that you're doing this work outs out of your your office work and how that might be perceived by your
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colleagues the people who you work for and you know just kind of being behind the scenes and being quiet about and I
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think what you said you said earlier about the pandemic when our work at home life kind of came together that kind of
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lifted the veil of some of that but there's still a lot of stigma around it um you know and again thinking about
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really this population as a holistic Coalition because you as I said earlier seven out of 10 um people have some sort
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of caregiving duties this will really allow us to really think more holistically about how we are working
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with them and how we should support them and realize that this is you know a critical need within organizations when
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they realize how big this population is and how much this can really support their the organization's overall
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wellbeing so this may seem like a silly question but I think it's an important
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one and and this question for both of you is why do you think these insights that you gain from your various projects
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are important and relevant to employers and workers why should people be listening to this conversation that
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we're having um and you know investing which they will need to do significant
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resources in solving these challenges so Ellen I'm going to start with you um
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when you think about you know there's a number reports we could be talking about
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including the most recent one on supporting Fair family caregivers in stem but you have been down this road
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for some time um in a variety of projects that are all alluding to the same conclusion that we need to be doing
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a better job of supporting caregivers so why is this something that employers and
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workers should care about well we know that you know 80% of employees have have f considered a family even if they're a
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single person family and work and life are not separate we saw this during the pandemic it's really increasingly
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related with the digitalization of work and life even if you're a Frontline worker you can still get called in at
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the last minute from home and we have not updated our policies in terms of flexibility uh in a way that is
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mainstreamed we're seeing the fights right now with uh back to the office mandates uh so I just think companies
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have not evolved and people are going to walk with their feet and not want to work for big firms that aren't more
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flexible in terms of implementing the policies they have well I also think in terms of supervision and Leadership this
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is an issue where companies have a lot of symbolic or underutilized policies even universities with paid leave and
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sickly people can't use these policies effectively and you know we have unpaid
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leave in this country right now for family and sick leave so your listeners your employers have are picking up the
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slack the US caregiving policy is in the hands of employers and if they want to have a Workforce that's ready and not
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stressed out they are going to have to leave on Innovative practices just as they would to find the best way uh to
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implement some of their Innovation such as hybrid work this is all linked people
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are going to be working at home or need flexibility to integrate all of these complex parts of their life again I feel
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like again silly question around why human beings matter but turning it to you Jennifer when you think about the
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insights in in Guardians modern look at caregivers in the US report what stands out to you as being uh the the reason
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for why this is important and relevant absolutely so let's start with 70% of
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workers have caregiving responsibilities and this is expected to grow and in particular particular what we call the
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sandwich group so people who are caring for both children and aging parents so with this understanding in mind uh it
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really should be a strategic priority within our organizations you know all organizations are or maybe I should say
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should be focusing on ways to stay relevant given the rapid changes in Technologies how the new generations
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want to work shifting demographics and so much more so kind of listening to our colleagues understanding their needs and
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providing them the right support is key you know this is why people join stay or
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unfortunately leave an organization or even the workforce more broadly you know a guardian we are our purpose is to
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inspire well-being and we really take a holistic approach to ensure that we are Equitable for and inclusive of all of
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our current and future colleagues we're examining all of our systems processes
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practices policies and Norms with with an equity and inclusive lens lens and that really includes caregiving you for
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example we recently introduced a service called wealthy it's a coner service that
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supports managing healthc care needs for employees as well as their loved ones so
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I am personally a user of this service and I have to say it was transformative so unfortunately my Dad recently fell
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and he broke his hip but using the service we're able to have our health care partner research and provide us
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with recommendations on the best support for him given like the criteria we provided them they literally saved my
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family and me hundreds of hours of research and stress you know I was able to really kind of show up for work and
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be focused on my job responsibilities while also knowing that my dad's needs
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were being managed this is one Innovative and like powerful example of how employeers can support their
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Workforce I I have to say personally as an employee Guardian I am so grateful that we had that kind type of benefit
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you I've used it then I'm still using it you know today that's such a great idea
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and it's not easy nav I used to work in healthcare it's not even when you work in it it's like
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impossible so to have someone there an employer sponsored benefit that allows someone to help you figure out how to
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like get your your your you know your loved one the care that they need that's
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kind of uh invaluable yes I I can't rape about it enough it's been amazing so
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Ellen I would love to now you mentioned like a number of of interventions you know I keep I keep thinking about the
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fact and and you'll get this as much as I do because you know both of us have
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been studying workplaces for a long time is when I see another headline around you know return to office and remote
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work and people batting that policy around I'm like we've been batting around this policy for I don't know
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however many decades since we had it back when it was the policy for women right or the policy for caregivers uh so
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it's always interesting to me that people think that remote working emerged with the pandemic if anything I would
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say the fact that we already had these policies in place for caregivers allowed us to transition very um quickly to that
00:24:20
environment that said that's just one way that I've seen you talk about and
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other people's have talked about in terms of flexibility but like what are some of these other uh potential
00:24:30
interventions that you think are on your top you know two or so list of things that employers should be putting in
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place to support working caregivers well number one is to think that every job needs some sort of work
00:24:46
life support and I think one of the reason that Jen was talking about how some people don't want to be called
00:24:52
caregivers is companies went through a language narrative where they didn't like using the term work family because
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they thought it was not including single people and other types of needs but everybody needs care from self-care to
00:25:06
caring for all the dependents that we've talked about so I in a study I just did
00:25:12
that was published in human resource management we found that people in jobs that didn't have a lot of schedule
00:25:20
control or boundary control they had higher emotional exhaustion so think janitors thinking nursing assistant food
00:25:28
service so we and we found that we could improve uh emotional or this exhaustion
00:25:35
by just training leaders to be more supportive of care and nonwork needs so first intervention to me is just trying
00:25:43
to change the culture and make work life support just like supporting people and
00:25:48
how as part of you know making your marketing goals this is the path to meet these objectives and we don't integrate
00:25:56
work life support from leaders into a lot of leadership training number two I think is the fact that if we're going to
00:26:05
make these hybrid and future of work uh policies really mainstreamed uh we need to really uh
00:26:14
Implement policies to support people's ability to turn off work connectivity
00:26:18
manage care while they're working in the home and lastly I've done some work with
00:26:23
Frontline workers and there are things that we can do for the people that have been left behind I did a recent study
00:26:29
that I'm writing up on a cell phone policy at a big box stores and you have to lock up your cell phone uh you you
00:26:37
can't even get a text during the day if your kid gets home from school or a doctor needs to call you you can call
00:26:43
them at break so just allowing people the the ability to take some of these uh messages not on break and step off the
00:26:52
floor was an intervention that we did uh we also have looked at things like with
00:26:57
Union ized workforces shift trades if you think about jobs that are 247 uh you can put in some flexibility
00:27:05
making it easier for people to get time off and in things like healthc care where you have to have employees trade
00:27:12
jobs that have the similar level of skill to care for the patient Acuity you need to train workers and think about
00:27:19
your culture to put that flexibility into your system so I think we could do a lot more Innovations to support
00:27:26
people's ability to have flexib for every type of job and that's important to me to not just make this uh
00:27:34
something privileged for people that can work on a laptop at home yeah I truly appreciate that focus on you know we
00:27:40
think about like the the salaried workers like those of us who who do um have the ability to work on that laptop
00:27:47
from home versus those who don't and and and and just one thing though on the
00:27:51
salary workers there is still a tremendous Gap in terms of uh people who are caregivers rising to the highest
00:28:00
levels of the sea Suite while they are doing care so I'm not saying we don't
00:28:04
care about Sal workers we do and there is an adverse impact and that would be the leadership pipeline is still having
00:28:12
problems because they haven't figured out how to support growing in a career
00:28:17
and Care yeah with some slight ability to uh manage load uh during peak times absolutely absolutely so Jen I'd like to
00:28:27
turn to you and give you an opportunity to share um any other you know thoughts that you have on the idea of supporting
00:28:33
caregivers in the workplace whether that's you like an experience insights from the report or interventions what do
00:28:39
you what do you think so this there's so much and I think you know a lot of what
00:28:43
Ellen says really resonates with me um but I guess maybe something that I can take away for the listeners is that they
00:28:52
need to really remember that the caregiv population is really much larger than they assume and it is not solely a
00:28:58
women's issue it's an organizational issue you know with 70% of our Workforce
00:29:04
having caregiving um duties we know that 70% of the workforce is not women so this is impacting men as well and this
00:29:12
is going to continue to grow so you know benefits and accommodations that may have worked you know five 10 15 years
00:29:20
ago are no longer sufficient for today's Workforce it really is a way in which we
00:29:26
need to kind of really transform trans form how we think about our organization and and really how are we thinking about
00:29:33
what the company should be doing you know what's the lip realities of the folks who are now part of these
00:29:40
companies because you know any compan is just a collection of people um and you know the fact that this cohort is so
00:29:48
expansive this again needs to be a strategic priority within organizations you know they need to really make sure
00:29:55
they make these changes because you know kind of what Ellen said earlier if people aren't going to aren't doing this
00:30:01
if organizations aren't doing this people are going to leave and so if you want to stay relevant you want to be
00:30:06
Innovative you want to have the best talent and continue to attract the best talent you have to do this um you you
00:30:13
have to ensure that your organizations are Equitable for and inclusive of all of your current and future employees
00:30:20
your leaders really need to understand that what may have worked for them may not be somebody else's lived experience
00:30:26
so they need to really be empathetic and humble enough to kind of listen to really interpret what they're hearing
00:30:35
and then to act so that's probably what I I would want to leave you with excellent thank you so much uh Alan
00:30:43
final thoughts on this topic at least for today just I think uh the listeners that
00:30:52
are in Key decision-making role you have the power to make the change and I think
00:30:56
this issue of care and work life resonates with many people personally or you have sons or daughters or you see
00:31:02
other co-workers and the US is a pretty individualistic culture and we've sort
00:31:07
of told people you got to figure this out by yourself but these uh issues are in work teams and are occurring in
00:31:16
organization cultures and these Dynamics can really only be solved with uh work teams working uh differently and leaders
00:31:25
uh acting to make this a top priority and you know it really is part of being a sustainable Workforce uh just like we
00:31:35
think about sustainability for the UN goals uh I think that this is the future and we for the first time or not the
00:31:43
first time but for a long time now we are lagging in the US in terms of rankings of equality Health well-being
00:31:51
and other countries are if the war for talent goes Global uh they they have better work life and better reports than
00:31:58
we do absolutely well you know I'm so delighted that you two were able and willing and available to come on uh the
00:32:06
show today I want to thank you Dr Ellen Ernst KK from Perdue University's Mitchell uh e Daniels Jr School of
00:32:15
Business and Jennifer Andrews from Guardian Life for joining us today for sharing your insights your expertise on
00:32:21
supporting caregivers in the workplace and and and definitely for the work that you do more broadly related to equity
00:32:26
and inclusion in organization that does not go understated um in terms of like this as part of this broader
00:32:31
conversation the two of you are helping to continue to grow um so thank you for sharing your insights and your expertise
00:32:38
today I truly appreciate you for being here uh so that is all for today thank you for joining us to our listeners and
00:32:45
for listening to this episode of the knowledge at Wharton leading diversity at work podcast series goodbye for now
00:32:51
for more insight from knowledge at Wharton please visit knowledge. won. up. you

Episode Highlights

  • Understanding Caregiving Responsibilities
    A staggering 70% of workers juggle caregiving duties, impacting their lives significantly.
    “Seven out of ten workers have some level of caregiving responsibilities.”
    @ 03m 27s
    July 29, 2024
  • The Stigma of Caregiving
    Many individuals avoid the caregiver label, complicating support for their needs.
    “There's a stigma around the word caregiver.”
    @ 03m 45s
    July 29, 2024
  • Impact of Caregiving on Well-being
    Caregivers face serious mental, physical, and financial challenges due to their responsibilities.
    “Caregiving responsibilities have negative impacts on physical, financial, and mental well-being.”
    @ 04m 21s
    July 29, 2024
  • Transformative Caregiving Support
    A personal story highlights how a new service transformed caregiving for an employee's family.
    “Using the service saved my family hundreds of hours of research and stress.”
    @ 22m 16s
    July 29, 2024
  • The Future of Work
    Emphasizing the need for organizations to adapt to caregiving responsibilities in the workforce.
    “If organizations aren’t doing this, people are going to leave.”
    @ 30m 01s
    July 29, 2024

Episode Quotes

  • Seven out of ten workers have some level of caregiving responsibilities.
    How to Improve Work-life Balance for Caregiving Employees
  • Caregiving responsibilities have negative impacts on physical, financial, and mental well-being.
    How to Improve Work-life Balance for Caregiving Employees
  • Information is power for people navigating complex systems.
    How to Improve Work-life Balance for Caregiving Employees
  • This is why people join, stay, or leave an organization.
    How to Improve Work-life Balance for Caregiving Employees
  • That's such a great idea.
    How to Improve Work-life Balance for Caregiving Employees
  • These issues are occurring in organization cultures.
    How to Improve Work-life Balance for Caregiving Employees

Key Moments

  • Introduction to Caregiving00:12
  • Guest Introductions00:31
  • Key Findings from Report02:47
  • Stigma Around Caregiving03:45
  • Transformative Service22:16
  • Work-Life Support24:46
  • Future of Work26:08
  • Strategic Priority29:53

Tension Over Time

Words per Minute Over Time

Vibes Breakdown