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Articles

The questionnaire for diagnosing mobbing in employees’ relationships

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Pages 441-466 | Received 06 Feb 2015, Accepted 16 Jul 2015, Published online: 24 Aug 2015

Abstract

The purpose of this article is to form the original questionnaire to identify intensity of the expression of mobbing in employees’ relationships. Mobbing in the context of the paper is the bullying of an individual by a group at the work place. The article presents only the statistical analysis of psychometric features of the formed questionnaire without elaborating on the results of the empirical research on the intensity of mobbing expression in employees’ relationships in Lithuanian organisations. The advantage of the questionnaire is that it is relatively short; however, it covers all features which are characteristic of the mobbing phenomenon and provides the opportunity to analyse the attack that does not fall under the definition of mobbing. It can be used both for mass and local research at the level of single organisations. Economic losses are also revealed by the questionnaire through the assessment of damage experienced by employees, generated expenses and lost revenues.

JEL classifications:

1. Introduction

In the practice of organisational management it is not enough to identify mobbing in employees’ relationships; the complex data disclosing the spectrum and depth of the problem is necessary. The psychological and social aspects of mobbing in employees’ relationships fall into the research range. However, in the practice of organisational management it is also necessary to estimate the aspects of managerial culture, which would disclose systemic mistakes. In order to initiate the changes in organisational management, it is necessary to use a universal, inexpensive and simple instrumental base, which allows the diagnosing of problems, the relation of reasons and outcomes at the levels of individuals and organisations systemically.

The diagnostic instrument is not only aimed to identify mobbing in employees’ relationships, but also to identify the wide spectrum of harassment in the workplace. It allows the individual and managerial problems of an organisation to be indicated without performing additional surveys, thus time and financial resources are saved. It is suitable to use in both separate organisations and single branches of economic activity (industry, transport, agriculture, services, construction) as well as in public and private sectors. The functional electronic version of the questionnaire is designed for distant surveys (surveys being conducted via internet platform). Thus, the reliability of the mobbing research instrument as well as analysis of the results has not only scientific, but also practical meaning in developing models of organisational management.

The research problem is formed by the following questions: What instruments are used to diagnose mobbing in employees’ relationships? What is the qualitative reliability of the instrument used to survey mobbing? How does the applied instrument diagnose the intensity of the expression of mobbing in employees’ relationships? Would it be possible to determine the economic losses suffered by the organisation, supplementing the research instrument in the future?

Before starting to form the new questionnaire for diagnosing mobbing in employees’ relationships, the review of questionnaires has been performed. Mobbing in employees’ relationships is diagnosed by using different questionnaires, tests and scales. The Leymann Inventory of Psychological Terrorization (LIPT) (Leymann, Citation1990) has been analysed. Jenkins, Zyzanski, and Rosenman (Citation1971) use the Personality Type A/B Questionnaire (USA), Tuomi, Ilmarinen, Jahkola, Katajarinne, and Tulkki (Citation1994) refer to the Work Ability Index (Sweden). Björkqvist, Lagerspetz, and Österman (Citation1992), Björkqvist, Österman, and Hjelt-Bäck (Citation1994a), Björkqvist, Österman, and Lagerspetz (Citation1994b) and Björkqvist (Citation2001) have formed several scales, which can also be used in surveying mobbing in several aspects: Direct & Indirect Aggression Scales, Work Atmosphere Scale, Work Harassment Scale, Peer-estimated Shyness, Peer-estimated Conflict Behaviour and the Psychosocial Workplace Inventory (Finland). Knorz and Zapf (1995) used the Inventory of Mobbing Acts According to the Frequency of Repetitions, which has been constructed on the LIPT basis (Germany), Kaukiainen, Björkqvist, Österman, Lagerspetz, and Forsblom (Citation1995) developed the Peer-estimated Empathy, Peer-estimated Social Intelligence instrument (Finland). Einarsen and Raknes (Citation1997) formed the Negative Acts Questionnaire (Norway). Pranjič, Maleš-Bilič, Beganlič, and Mustajbegovič (Citation2006) used the Mobbing Questionnaire (Croatia, Bosnia–Herzegovina) for their empirical research.

2. Theoretical substantiation

In general, the topics of mobbing are also touched on in the studies indirectly related to mobbing. Burgi (Citation2014, p. 290) touches on the issue of mobbing when analysing the anomic impacts of labour market restructuring and the erosion of social rights in Europe. The article examines exit solutions, at the individual and collective levels, involving violence against the self (suicide) and others (mobbing, xenophobia, fascism), and concludes that Europe seems to be heading towards a protracted period of danger-laden chronic and acute anomie. Testa’s (Citation2013, p. 126) article proposes a synthetic analysis and contextualisation of the most significant, thought-provoking films made in Italy during the first decade of the twenty-first century which thematise or in other ways convey the circumstances of today’s growing social inequality. Such circumstances entail collective and individual trauma, loss of security and well-being in individuals and families, indeed an increase in family breakdown – in other words, a pervasive social crisis. Alongside the other films the article also analyses the case of mobbing. During the research of appraisal, coping, motivational factors and gender in vocational rehabilitation carried out by Andersson (Citation1996, p. 161), the semi-structured interview (with vocational rehabilitation patients), that concerned various key topics (programme evaluation; causal attribution regarding the problem or disease; life-crises, threats, mobbing and unjust treatment; feelings of control; current situation; the future; how the interview was experienced) was conducted.

The analysis of the scientific literature in respect to mobbing has highlighted some of following focuses. Aspects of communication and isolation in the context of mobbing are usually very closely interconnected. Lutgen-Sandvik’s (Citation2003, p. 472) article synthesises extant research findings with the author’s own managerial experience into a comprehensive gestalt of the European Economic Area (EEA) as a communicative process that evolves, escalates, and moves to new targets when earlier targets exit the organisation. Lutgen-Sandvik and Tracy (Citation2012, p. 3) maintain that organisational communication research is vital for understanding and addressing workplace bullying, a problem that affects nearly half of working adults and has devastating results on employee well-being and organisational productivity. A communication approach illustrates the toxic complexity of workplace bullying as it is condoned through societal discourses, sustained by receptive workplace cultures, and perpetuated through local interactions. The study researching these (macro-, meso-, and micro-)communicative elements addresses the most pressing questions about workplace bullying, including: how abuse is manifested, how employees respond, why it is so harmful, why resolution is so difficult, and how it might be resolved. Cowan (Citation2012, p. 377) states that one issue that has started to garner more attention in organisations across the globe and among human resource (HR) professionals is the communication phenomenon of workplace bullying. The article notes that for HR professionals, the definition of workplace bullying could be much more complex. As workplace bullying is abuse primarily achieved through negative communication, communication researchers seem well suited to explore how HR professionals make sense of this issue.

Aspects of reputation in the context of mobbing are abundantly analysed by different authors in different countries (D’Cruz & Rayner, Citation2013; Fox & Stallworth, Citation2010; Harvey et al., Citation2007; Hugh-Jones & Zultan, Citation2013; Katrinli, Atabay, Gunay, & Cangarli, Citation2010; Lutgen-Sandvik, Citation2008; Lutgen-Sandvik & Tracy, Citation2012; O'Donnell, MacIntosh, & Wuest, Citation2010). The damage of mobbing to health is discussed in scientific articles by the following authors: Duffy and Sperry (Citation2007), Yildirim, Yildirim, and Timucin (Citation2007), Testa (Citation2013), Burgi (Citation2014), Garot (Citation2014), and Schindeler (Citation2014). An essential factor for understanding the damage of mobbing to the physical and psychological health of each employee and the productivity of the organisation is to realise that violence is used at work. Studies of health and welfare in organisations show that tension at work has a significant negative impact, weakens the mental and physical health of the employee, encourages sick leave abuse or inspires employees to seek damages and/or reduces work efficiency (Farrell & Geist-Martin, Citation2005). In addition, tension in the workplace is related to psychological burnout (Cooper, Dewe, & O‘Driscoll, Citation2001; Tattersall & Farmer, Citation1995) and to social health, defined as the quality of individual network of personal and work relationships (Farrell & Geist-Martin, Citation2005; Tracy, Lutgen-Sandvik, & Alberts, Citation2006), which has a negative impact on the performance of the entire organisation: turnover, a decrease in production, efficiency and creativity, the loss of reputation and the possibility of legal proceedings (Bultena, Citation2008). The consequences of mobbing to an individual’s health and that of their family were analysed by Duffy and Sperry (Citation2007), who present two clinical case studies of workplace mobbing in academia.

3. Methodological considerations

The questionnaire for Diagnostics of Mobbing as Discrimination in Employees’ Relations in Order to Improve Organizational Climate was constructed based on several studies and pilot surveys conducted (Vveinhardt, Citation2012; Žukauskas & Vveinhardt, Citation2011). The structure of the questionnaire is presented in Appendix 1 and Appendix 2. The developed questionnaire was tested by performing several empirical studies. The suitability of the questionnaire was verified for the diagnostics of mobbing, and particularly high reliability coefficients have been obtained, the expression of mobbing in Lithuanian organisations and the correlation of the phenomenon with organisational climate have been identified. The novelty of the questionnaire is related to the fact that the cultural discriminatory context, which is especially relevant for the environment being surveyed, has been evaluated by means of the specific questions. The original new universal questionnaire integrating harassment and managerial contexts was developed for the diagnostics of mobbing.

The new universal questionnaire Mobbing and Single Cases of Harassment in Employees’ Relations (MSCH) presented in this article consists of 21 questions and 47 items (Likert’s scale), which were aimed to identify what type of bullying the mobbing victims had experienced.

The items by Leymann (Citation1990) make the basis of the items distinguished in the questionnaire (Scales 1–3). They are constructed by transforming (in the linguistic sense) the items of Leymann presented in the LIPT inventory and formulating them in the first person. The items (in the original variant of the questionnaire were in Lithuanian) have been adapted for the specific cultural environment.

Ten of the 21 questions are about demographic character in order to form as vivid a portrait of a mobbing victim as possible. The remaining 11 questions were aimed at discovering harassment duration and frequency, the discriminator (a colleague, manager and so on), the reaction of the victim to harassment, the person who has provided help, the means to stop harassment, consequences for the discriminator and so on.

By means of operationalisation of concepts three scales of the instrument have been formed: (1) Communication interferences in employees’ relations; (2) Formation of negative opinion and work character; and (3) Employees’ physical state and consequences.

The first scale consists of subscales of communication and isolation. The second scale comprises subscales of reputation and tasks. The third scale consists of subscales of health and harm. The subscales include 47 items (communication – 11; isolation – 5; reputation – 15; tasks – 8; health – 5; harm – 3).

With the help of the items on the subscale of communication it is possible to identify verbal and non-verbal actions intended to disrupt the communication with the victim of mobbing. The situation of the mobbed person, who experiences partial or complete isolation in respect of colleagues, can be identified by the item of isolation subscale. The level of debasement of the reputation of the person whose actions are revealed on the basis of rumours, hints, etc. is found by the items comprising the subscale of reputation. The situation of the mobbed person in respect of received tasks, i.e. whether the given tasks correspond to the competence of the employee, how humiliating the task is, etc. is evaluated by the items on the subscale of tasks. Deterioration in the health of employees, which is associated with both physical and financial damage, can be determined by the items on the subscale of health. The items on the subscale of harm are intended to identify direct and indirect material losses. The fact that the subscales of health and damage should be complemented by the items that in the future would allow the researcher to specify economic losses, determined by the number of lost working hours, the expenses of organisations and compensation to employees should be noted.

The culture, in which the instrument has been checked, is distinguished in the social-historical experience (determined by the Soviet social engineering relevant for Central and Eastern Europe). Initiatives, perception of public decisions, publicity danger, reticence, which despite political and social transformations taking place remain important socio-cultural factors that influence different research being performed, are characteristic. In pursuing precision the control questions that aim to evaluate openness of the respondents have been included in the questionnaire.

4. Empirical results

The research sample includes 21 fields of professional activity. The fields of professional activity are grouped according to the Classification of Economic Activities (Statistics Lithuania, Citation2008).

The empirical study was conducted in Lithuania on 11–23 April 2014. The number of respondents was N = 1231. The survey was conducted at the respondents’ homes. The multi-stage random sampling approach was applied. The research error was 3.1%. Of 1231 respondents 867 indicated that they had experienced mobbing. The remaining 364 participants experienced bullying and harassment. This article presents only the results of the employees who had experienced mobbing.

4.1. Methodological characteristics of quality of questionnaire dimensions

The parameters of harassment and bullying actions within the organisation were represented by 45 primary indications (test questions – steps), which were generalised into six subscales (dimensions). Thus, the method of factorial analysis was chosen and as the result the following subscales of harassment and bullying actions within the organisation were distinguished: communication, isolation, reputation, assignments, health and damage (see Tables ). Having applied the method of secondary factorial analysis, three scales defining harassment and bullying actions within the organisation were distinguished: communication interferences in employees’ relationships, formation of negative opinion and the nature of work as well as employees’ physical state and consequences.

Table 1. Characteristics of the methodological quality of the dimensions of communication interferences in employees’ relationships.

Table 2. The results of the secondary factorial analysis of the scale of communication interferences in employees’ relationships.

Table 3. The characteristics of methodological quality in dimensions of negative opinion formation and task character.

Table 4. The results of the secondary factorial analysis on the scale of negative opinion formation and work character.

Table 5. The characteristics of methodological quality in the dimensions of the employees’ physical state and consequences.

Table 6. The results of the secondary factorial analysis of employees’ physical state and consequences scale.

It is known from research and practices of psychometrics that the test (diagnostic construct) can be successfully applied only when it has certain qualities: first of all, reliability and validity. These characteristics are detected after having performed special research and psychometric calculations. The mentioned psychometric characteristics can be quite high (see Table ).

First of all, in order to identify what percentage of the total is explained by the surveyed object, the descriptive power or dispersion of the factor has been calculated and presented. The factor should be interpreted if it explains not less than 10% of the dispersion. If the explained dispersion of the factor is less than 10%, it would be necessary to search for the single test question, which decreases the dispersion of this generalised factor. The data of Table shows that the explained dispersions of both distinguished factors noticeably exceed this lowest limit. In the communication subscale the explained dispersion is 36.12%, and in the isolation subscale the dispersion is 59.17%.

The internal consistence reliability of the factor has been estimated after having calculated the Cronbach’s alpha coefficient. The testing theory indicates the acceptable interval of the coefficient change 0.5 < a < 1; the large internal consistence of the test is shown by the high meanings of the Cronbach’s alpha coefficient approaching 1. In order to estimate the internal reliability of the subscales of communication interference in the employees’ communication within the organisation (N = 799, N items = 15), the calculated Cronbach’s alpha fluctuates from 0.85 to 0.89. The obtained rather high Cronbach’s alpha meanings allows us to state that the items of the subscales included in the instrument are resiliently related and are appropriate to diagnose communication interference in employees’ relationships. However, the size of the Cronbach’s alpha coefficient depends on the length of the scale – the more single questions which make the scale, the larger it can be. Thus, when the scale involves more than five single test steps, it is difficult to identify the real value and the additional measure of the internal reliability of the scale, which would be more sensitive for measurements, if necessary. So the meanings of the Spearman-Brown coefficient – which are more frequently less than the meanings of the Cronbach’s alpha coefficient as it is accepted in the test theory – are more often presented alongside the Cronbach’s alpha coefficient. In this particular case they fluctuate from 0.79 to 0.88.

The resolution (differential power of the test steps [tasks]) or the correlation coefficient of the total item r/itt is the indicator of methodological quality of the test. The tests, which are based not on the solution of cognitive or logical problems, but on the expression of opinions, require that the coefficient of the resolution would not drop below the 0.20 limit. The appropriate estimations of the indicators of the communication interference scale in the presented test fluctuate from 0.34 on the communication subscale to 0.58 on the isolation subscale. The minimal requirements are significantly exceeded.

Referring to the model of the factorial analysis of the main components, the factorial weight of the test step L shows the cohesion of the variable statistical relationship. It is expressed by the correlation coefficient between the variable and extracted factor. The literature indicates that factorial weights are considered to be high in case their estimation does drop below 0.6. The appropriate mean estimations of the indicators of the communication interference scale in the analysed test fluctuate from 0.59 to 0.77. It is evident that this condition has been met as well.

As the qualitative characteristics of both the obtained subscales of the test of communication interference in employees’ relations are quite high, it is necessary to perform the secondary factorial analysis. The secondary factorisation has been performed by two different methods: the method of Principal Components and the method of Alfa Factoring in order to check the test dimensionality. During both factorisations the indicators of the methodological quality have been high (see Table ).

By means of both methods of the factorial analysis one factor with the obtained factorial weights of the subscales, which exceeds 0.8, has been distinguished from both subscales, and the explained dispersion of the factor is much more than 70%. This shows that it is possible to speak about communication interferences in the employees’ relations as an integral (one-dimensional) dimension.

It is necessary to discuss the characteristics of two scales (dimensions) Negative Opinion Formation and Work Character and Employees’ Physical State and Consequences, distinguished in the diagnostic test of harassment and bullying actions in an organisation (see Table ).

As the data presented in Table shows, the characteristics of the methodological quality in the scale of the negative opinion formation and work character are high enough and do not drop much beyond the relative measures identified in the above-discussed scale. In this scale quite high factorial weights of the test steps (on the average the factorial weights fluctuate from 0.60 in the reputation subscale to 0.68 in the tasks subscale) dominate as well. The resolution of the test steps also exceeds the minimal limit – it fluctuates from 0.35 in the reputation subscale to 0.45 in the tasks subscale. The meaning of the Cronbach’s alpha coefficient of the intrinsic consistency measure also fluctuates around 0.9, and the Spearman-Brown around 0.8.

Having identified the methodological characteristics of the quality in the subscales of the negative opinion and work character, their secondary factorisation has been performed by applying two different methods: Principal Components Method and Alpha Factoring Method (Table ).

The dispersion obtained during the secondary factorisation of the scale Formation of negative opinion and work character in the test on the harassment and bullying actions in the organisation is slightly lower than the one of the above-presented scale and it fluctuates from 63.44% (by using the Alpha factoring method) to 81.77% (by using the Principal Components method). The factorial weights of the subscales reach quite high estimations: 0.80–0.90 (see Table ). Even though the indicators of the subscale of Harm are pretty high, it is supposed that in the future this subscale should be extended to include the items regarding the economic losses suffered by the organisation that do not prevent mobbing on time or allow competent employees to quit their job.

The data presented in Table shows that the characteristics of the methodological quality of the employees’ physical state and consequences scale are also quite high. High enough factorial weights of the test steps, which fluctuate from 0.65 to 0.77, dominate. As previously mentioned, the factorial weights are considered high in case their value does not drop lower than 0.6. It is evident that this condition is met and exceeded. The distinctive power of the test steps (tasks), the average meaning of which should be not less than 0.2, is a very important indicator of the methodological quality of the test. The appropriate values of the indicators of the employees’ physical state and consequences scale in the presented test ranges from 0.44 to 0.58 and visibly show that the minimal requirements are exceeded (see Table ). Involvement of economic losses in the questionnaire, relating them to the damage to health would help diagnose the losses related to the employee’s deteriorated health.

During the secondary factorial analysis the factorial weights of the components residual on the scale Employees’ Physical State and Outcomes in the test of the harassment and bullying actions in the organisation do not drop below 0.7 of the value. And the explained dispersion is slightly less (i.e. around 55% to 78%); however, it discloses quite fairly the strength of the respondents’ approval for this criterion.

Considering the obtained high enough characteristics of the methodological quality of the subscales and having performed the secondary factorial analysis by applying two different methods, it has been identified that in the further analysis of the results it is possible to speak about the model of one factor as well (see Table ).

Table 7. The results of the scale’s secondary factorial analysis of nagging and sneering actions within the organisation.

During the secondary factorial analysis the factorial weights of the components residual on the scale in the test of the harassment and bullying actions in the organisation do not drop below 0.5 of the value, and the explained dispersion is slightly lower (i.e. around 54% to 61%); however, it discloses the fair strength of the respondents’ approval for this criterion.

From a psychometric viewpoint all presented arguments show that the created diagnostic instrument (see the Appendix) of nagging and sneering actions in the organisation is distinguished by high enough methodological quality. Of course, in future the reliability and validity of this test should be checked by means of other methods, e.g. the method of re-test (repeated measurements).

5. Conclusion and discussion

The diagnostic instrument has been formed by evaluating the contexts of organisational management and the social competence of a victim. In the article the attack together with its expression is generally called harassment, particularly by identifying mobbing’s classical features of expression according to Leymann. The items included in the questionnaire allow measuring the strength of attack features, reactions of the victim and the organisation. The items provide the possibility of identifying the reactions to mobbing (the victim of harassment) after having experienced the attack in employees’ relationships, danger source (sources), actions of colleagues and managers, as well as organisational decisions, i.e. they involve levels of individuals and the organisation. The reactions of the victim towards the experienced attack are identified by individual steps of the test, namely decision-making and declination, the appeal to the attacker, manager, colleagues, family members, specialists of mental and physical health as well as law and quitting the job, etc. Who helped within the organisation and beyond it has been evaluated as has whether the help was efficient. In addition, by means of the questionnaire the possibility for the initiative of the employee who had experienced the attack to search for help, alongside the readiness of the organisation to react. The means to measure this in sections of the actions of the employees and the organisation is also provided. The social competitiveness of the victim during the conflict as well as preventive and intervention efficiency of the organisational system (institutionalisation of the phenomenon in internal acts, collective agreement, managerial decisions and their timeliness) have been measured. It has been estimated whether the anti-mobbing means present in the organisation are functional. That is can mobbing be discussed in internal documents of the organisation (e.g., in codes of ethics, collective agreements)? However, this remains unimplemented in practice. The hypothesis ‘The questionnaire is suitable to diagnose mobbing in employees’ relationships by systemically estimating the organisational context of harassment at the workplace’ has been verified.

The performed calculations show that the diagnostic instrument of attack actions applied to mobbing in employees’ relationships in the psychometric viewpoint is distinguished by rather high methodological quality. The items of the subscales included in the instrument are closely related and are appropriate to diagnose communication interference in employees’ relationships. The appropriate minimal requirements formulated for the estimations of indicators on the scale of the communication interferences in the presented test are significantly exceeded. The condition, which is set for factorial weights, is met. In addition, the characteristics of the methodological quality of the scale of employees’ physical state and consequences are also quite high; the high factorial weights of test steps dominate. The resolution of the test steps, the average value of which should be not less than 0.2, has been exceeded.

It is anticipated that in the future studies the questionnaire will be supplemented by the subscale of the economic damage, which is revealed in aspects of worsening employee health, loss of working hours, compensations and other payouts.

Disclosure statement

No potential conflict of interest was reported by the authors.

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Appendix 1. The structure of the questionnaire

Appendix 2. Questionnaire Mobbing and Single Cases of Harassment in Employees’ Relations (MSCH)

1Referring to the Classification of Economic Activities of the Republic of Lithuania.

Note: It is advisable to adapt some socio-demographic criteria when carrying out research in different countries.