Download as pdf or txt
Download as pdf or txt
You are on page 1of 12

See discussions, stats, and author profiles for this publication at: https://www.researchgate.

net/publication/41507065

Factors contributing to work-ability for injured workers: literature review and


comparison with available measures

Article  in  Disability and Rehabilitation · February 2010


DOI: 10.3109/09638281003653302 · Source: PubMed

CITATIONS READS

64 945

4 authors, including:

Kathryn Mcpherson Philip Schluter


Auckland University of Technology University of Canterbury
177 PUBLICATIONS   6,646 CITATIONS    363 PUBLICATIONS   8,362 CITATIONS   

SEE PROFILE SEE PROFILE

Lynne Turner-Stokes
King's College London
291 PUBLICATIONS   8,919 CITATIONS   

SEE PROFILE

Some of the authors of this publication are also working on these related projects:

Leg Activity measure (LegA) View project

Hearing loss in children View project

All content following this page was uploaded by Lynne Turner-Stokes on 28 July 2014.

The user has requested enhancement of the downloaded file.


Disability and Rehabilitation, 2010; 32(14): 1173–1183

RESEARCH PAPER

Factors contributing to work-ability for injured workers: literature


review and comparison with available measures

JOANNA K. FADYL1, KATHRYN M. MCPHERSON1, PHILIP J. SCHLÜTER2,3 &


LYNNE TURNER-STOKES4,5
1
Health and Rehabilitation Research Centre, AUT University, Auckland, New Zealand, 2School of Public Health and
Disabil Rehabil Downloaded from informahealthcare.com by Kings College London on 01/16/13

Psychosocial Studies, AUT University, Auckland, New Zealand, 3School of Nursing and Midwifery, The University of
Queensland, Queensland, Australia, 4Regional Rehab Unit, Northwick Park Hospital, Harrow, Middx, UK, and
5
Department of Palliative Care, Policy and Rehabilitation, Kings College London, London, UK

Accepted January 2010

Abstract
Purpose. Despite a range of factors being proposed in research literature to be key to ‘work-ability’, agreed definitions and
For personal use only.

boundaries of this concept are lacking. This review sought to identify and clarify key factors thought to contribute to
individual work-ability, then compare these against existing measures of work-ability for people with injury.
Method. A literature search was undertaken based on principles of systematic review. MEDLINE, AMED, Scopus and
Web of Science databases were searched. All potentially relevant articles were obtained and, if they met inclusion criteria,
evaluated for quality. The search was expanded and repeated to identify currently available measures of work-ability for
people with injury. These measures were then compared against components from the first search.
Results. Thirty-four articles were obtained from the first search, and 23 provided information about factors that contribute
to work-ability. Six broad categories were identified: physical, psychological, cognitive, social/behavioural, workplace factors,
and factors outside the workplace. The follow-up search identified 10 measures. No one measure captured all six identified
categories.
Conclusions. Components contributing to work-ability go beyond the ability to perform particular work tasks. Measures
intended to be used to inform vocational rehabilitation arguably need to consider all these factors to maximise likelihood of a
sustainable return to work.

Keywords: Work ability, work disability, vocational rehabilitation, work functioning

Introduction important that people are not at work when it is


unsafe, or when that person’s capability to perform
Work-ability can be broadly described as the match the job is affected to the extent that there is a
between the physical, mental, social, environmental significant risk to them or their employer [8]. Second,
and organisational demands of a person’s work and it is crucial that people are not excluded from work
his or her capacity to meet these demands [1–7]. because of perceived incapacity, when reasonable
Although there is general agreement in the literature supports could be put in place that would allow them
that ability to function at work can be affected by a to perform satisfactorily in their job. This is important
number of different factors, there is still a lack of a for employers because of economic demands put on
clear, agreed upon definition of what the compo- them when workers are on sick leave, but also because
nents of work-ability are, and the boundaries that for the worker, as being in employment is often
surround this concept. associated with better quality of life, health and
Defining and measuring work-ability is of interest physical functioning [9,10]. While these points may
to those in the field of occupational or vocational seem logical, often it is not straightforward to
rehabilitation for two primary reasons. First, it is determine whether someone is safe and capable of

Correspondence: Joanna K. Fadyl, AUT University, Health and Rehabilitation Research Centre, Private Bag 92006, Northcote, Auckland, 1142 New Zealand.
E-mail: jfadyl@aut.ac.nz
ISSN 0963-8288 print/ISSN 1464-5165 online ª 2010 Informa UK Ltd.
DOI: 10.3109/09638281003653302
1174 J. K. Fadyl et al.

performing their job (or could be with reasonable Intervention. Workplace assessment or work-ability
supports) when they are experiencing impairment(s) assessment. Articles that only described or tested
related to illness or injury. Therefore, it is important measures of ‘functional capacity evaluation’ were
that we can define, and accurately and reliably excluded, as these are numerous and designed for
measure work-ability if we are to ensure that people very similar purposes (i.e., to test physical capacity to
who are able to work can be offered the right supports, perform job tasks). However, critical reviews of
and timely interventions can be put in place when functional capacity evaluations were evaluated to
work rehabilitation is necessary. ensure these were represented in the review (as they
Measurement of work-ability requiring considera- are a type of work-ability assessment).
tion of a range of factors beyond physical ability to
perform tasks is discussed in the occupational Comparison. No specific comparison factors were
rehabilitation literature from the early 1990s, with identified as relevant for this topic.
psychosocial influences being raised as important to
return-to-work success (see Feuerstein [11]). Our Outcome. Outcomes included in the search terms
review sought to critically evaluate the literature to were vocational support, return to work, work-
Disabil Rehabil Downloaded from informahealthcare.com by Kings College London on 01/16/13

firstly identify the important factors contributing to ability, and related terms (specified in ‘Keyword
work-ability for a population of injured workers, and Searches’).
then consider how these relate to currently available
measures. A literature search was carried out based Timeframe. A 21-year-time period, 1988–2008 in-
on the principles of systematic review [12] as clusive, was specified for the literature search. This
described below in the methods. An initial search time period was chosen so that the search was
was carried out to identify the factors that contribute comprehensive (covering two decades of published
to work-ability. The search was then broadened to research) while still ensuring that literature included
identify currently available measures of work-ability was relevant, as factors related to work environment
for injured populations and compare them against and associated societal issues do change over time.
For personal use only.

the findings from the first search. From this analysis, keyword and subject heading
searches were drafted by the first author (JF) and run
initially to assess scoping, then revised to enhance
Methods relevant paper capture after discussion with a second
reviewer (KM). The final search strategy is outlined
Aims below.

The aim of reviewing the literature was to identify key


factors that contribute to an individual’s work-ability, Keyword searches
in order to help define the concept of work-ability.
The following keywords were used to structure the
database search. A full search script specific to each of
Search limits the databases searched is provided as an Appendix.

Limits for the search were identified based on the Keywords. ‘work ability’ OR ‘work disability’ OR
PICOT framework [13] as outlined below: ‘work functioning’ OR ‘work capacity’ OR ‘work
incapacity’ OR ‘work capability’ OR ‘work profi-
Population. The population was defined as people with ciency’ OR ‘work assessment’ OR ‘work site assess-
a condition affecting their work-ability. While the ment’ OR ‘work place assessment’ OR ‘work
primary population of interest was workers with capacity evaluation’ OR ‘work capacity assessment’
physical (including neurological) injury, the initial OR ‘vocational assessment’
search limits were kept broad to ensure that all articles AND
that could include information of relevance to the ‘work rehabilitation’ OR ‘vocational rehabilitation’
work-ability of injured workers were included. How- OR ‘vocational support’ OR ‘work preparation’ OR
ever, populations with long-term illness (consecutive ‘employment support’ OR ‘return to work’ OR ‘RTW’
sick leave of 46 months due to reason other than
physical or neurological injury or reason not specified) Databases searched using keywords. SCOPUS health
and psychiatric illness were excluded. This was sciences and social sciences journals 1988–2008,
because it is likely they have additional or different article or review, in English (returned 729 refer-
influencing factors for work-ability compared to short- ences).
term illness or injury (due to being longer term and/or Web of science 1988–2008, English language, article
involving more than one disabling episode). or review (returned 413 references).
Factors contributing to work-ability 1175

These databases were chosen for the keyword (CASP) framework [14] for quantitative designs, or
searches because they are citation indexes that cover the framework for evaluation of qualitative research
a wide variety of journals and subject areas. specified in Mays and Pope [15] for qualitative
designs. The CASP framework consists of sets of
quality-assessment questions specific to the particu-
Subject heading searches (database specific) lar research design to assist with evaluating research
publications [14]. The Mays and Pope framework is
Databases for the subject heading searches were a checklist of attributes proposed as key aspects of
chosen because of the relevance of work-ability and good quality, rigorous, qualitative studies, including
return to work to the disciplines that these databases clear description of theoretical framework and
cover. In particular, MEDLINE covers health-related methods, detailed description of analysis, and
journals, and AMED is focused on allied health, which sufficient data stated to support conclusions [15].
includes physiotherapy and occupational therapy – Checklist-type quality assessment tools which evalu-
professions that are often involved in the assessment of ate whether key rigour requirements for the parti-
work-ability and delivery of work rehabilitation. cular study design are met were used rather than
Disabil Rehabil Downloaded from informahealthcare.com by Kings College London on 01/16/13

MEDLINE: Subject heading search ‘work capa- quantitative scoring tools. This approach was taken
city evaluation’ (returned 4502 references); limit to because this review sought to incorporate informa-
publication year 1988–2008, human, English lan- tion from a wide range of study designs, and the
guage (returned 1167 references); limit to NOT checklist-type tools allowed each study to be
‘functional capacity evaluation’ (returned 1112 evaluated based on the rigour requirements of the
references); limit to adult (returned 751 references). particular research design employed. In addition to
AMED: Subject heading search ‘work capacity research findings, many articles discussed the con-
evaluation’ 1988–2008 (returned 265 references). cept of work-ability or related information as part of
the introduction or discussion. Any information that
was relevant to the topic was included when putting
For personal use only.

Assessment of relevance together the summary of factors below, although for


research findings, only those which fulfilled all the
For the references returned in the search, the titles and criteria for good quality research using the quality
abstracts were read, and articles that showed potential assessment checklists described above (i.e., those
to meet the inclusion criteria defined within the studies which met each of the checklist criteria) were
PICOT framework (see Search Limits) were obtained reported in the summary. Quality screening was
and read. In particular, articles that discussed the carried out by the first author (JF). For any cases
concept of work-ability or its components, or detailed where the classification was borderline or unclear,
research testing work-ability or the factors that affect it this was discussed with a second reviewer (KM).
were sought. Papers that dealt exclusively with demo- From the title and abstract screening, 34 articles
graphic (e.g., age, gender) or injury-related (e.g., type were obtained to be read and critiqued, and 23 both
of injury) predictors of either return to work or score on met the quality criteria and provided information
work-ability measure(s) were outside the scope of the about the factors that contribute to work-ability. The
review, as these factors are not likely to change and factors identified from this search as being important
therefore arguably would not contribute to defining the in work-ability are summarised below. These are
concept of work-ability for rehabilitation in the same grouped according to the International Classification
way other factors would. It is also worth noting here of Functioning, Disability and Health (ICF) frame-
that this review focused solely on work-ability – that is work [16], in order to present the information in
the ability to function in the job. While return to work terms of a current (and arguably widely recognised)
following time off due to an injury or illness would theoretical rehabilitation framework.
usually also involve a decision (whether explicit or not)
on the part of the individual concerned, factors that Body structures and body functions.
focus on the decisions individuals make about return to Physical functioning. Physical functioning was
work were not included as part of this review. identified as the aspect of work-ability with the
longest history of measurement. Physical functioning
is most commonly measured by either medical
Quality screening and identification of factors important assessment carried out by an occupational physician,
to work-ability or functional capacity evaluation carried out by a
workplace assessor or occupational therapist [8,17–
Each article that reported research findings was 19]. While recent research has established that
critiqued for quality during reading using the physical functioning is only one component of
appropriate Critical Appraisal Skills Programme work-ability, it remains a vital factor to consider
1176 J. K. Fadyl et al.

when assessing work-ability, particularly when it Activities and participation.


comes to ensuring that a worker is fit to do the tasks Social and behavioural functioning. In addition to
required for the job and is able to maintain safe thinking and problem-solving skills, another set of
working practices [8,17,19,20]. Particular aspects of factors that can be affected by brain injury, pain, or
work-ability affected by physical functioning can be psychological changes is social and behavioural skills.
divided into six categories of factors. (1) Access to This encompasses following normal work practices
and around the workplace, including access to or rules (for example personal presentation, adhering
suitable transport to and from work, (2) physical to expected work practices), interpersonal relation-
strength or tolerance of work tasks, (3) motor skills, ship skills (with superiors, colleagues, and clients),
(4) sensory abilities, (5) perceptual functioning, and reacting appropriately to work requests (such as
taking into account effects of lighting and other supervisory instruction) [30,34].
environmental factors, and (6) ability to manage
fatigue and maintain stamina throughout the work Environmental factors.
day [18,21–24]. Workplace factors (social and environmental). Work-
place factors that incorporate the environment,
Disabil Rehabil Downloaded from informahealthcare.com by Kings College London on 01/16/13

Psychological functioning. From the search results, it culture, and social climate of the workplace are
was clear that in general injury and illness populations, another key factor in work-ability [6,8,20,21,36,37].
psychological functioning is a factor that is important For example, studies report that the level of social
to consider in addition to physical functioning. Being support available in the workplace, particularly from
off work or experiencing significant life changes (as are colleagues and direct supervisors, makes a difference
often brought about by injury or illness) can alter a to how well a person is able to cope with the injury or
person’s psychological well-being, leading to problems illness in the workplace, therefore affecting their
such as stress, anxiety and depression, which can affect ability to return to work in a timely manner
his or her ability to carry out aspects of the work [26,37,38]. In particular, whether an individual feels
[21,25–27]. In addition to this, issues to do with he or she is supported and involved the decision
For personal use only.

confidence and motivation (such as worries about making, and whether his or her difficulties are
ability to return to the workplace, or perform in the acknowledged as genuine, are important as to
job) are also reported to affect work-ability, especially whether a person feels capable of being in the
in individuals who have been off work for longer than workplace [37]. The physical environment in the
a few weeks [28,29]. workplace (for example the type of building, lighting,
temperature, machinery) is also considered to be
Thinking skills and problem solving (cognitive func- important, particularly in terms of the interaction of
tioning). Cognitive abilities greatly affect the ability to these factors with physical capabilities of the worker
function in the workplace, particularly if the job [8,21]. Interestingly, it has been found from several
requires planning, problem solving, organising, studies evaluating practices for workplace or work-
concentration, or tasks that require good memory ability assessments, that these factors are often not
or attention skills [20,30–34]. However, sometimes recorded and are therefore overlooked when making
these barriers are not identified before return to work judgements about an individual’s work-ability
or job placement, meaning they can interfere with [8,19,39].
work functioning [32]. In particular, individuals who
have suffered a brain injury, significant pain, or Factors outside the workplace. In addition to factors
psychological distress may experience changes in directly associated with performance in the work-
their work-related cognitive abilities, and thinking place, there are several factors related to social and
and beliefs about work-ability [30,35]. While cogni- family environment and other life events which are
tive skills are often assessed in individuals who have identified as having an influence on an individual’s
suffered a traumatic brain injury, other populations ability to work [40]. Routines and problems outside
who may benefit from assessment in this area (for the workplace (such as morning routines or ability to
example people with chronic pain) are sometimes access support services) can influence an individual’s
overlooked [35]. It is important, therefore, to include ability to perform to the required standard and
thinking skills and problem solving in assessment of adhere to expected work routines [24]. Social and
work-ability, to prompt routine consideration of family supports have been shown by several studies
possible difficulties experienced in this area. Exam- to act as either facilitators or barriers for return to
ples of cognitive skills that may affect work-ability are work after injury or illness [21,28]. Furthermore,
concentration, attention, memory, planning and financial, legal and societal issues may affect a
organising, safety evaluation, problem solving, task person’s available energy and influence motivating
initiation, aspects of communication, and adapting factors for return to work [41,42]. For example, if a
appropriately to unanticipated events [30,31,34]. person is having to undergo legal proceedings
Factors contributing to work-ability 1177

because of the circumstances surrounding an injury, identified in the first search, the following keyword
or if there are societal issues such as negative search was also carried out in Web of Science and
experiences with work rehabilitation agencies, or SCOPUS citation index databases for years 1988–
questions about whether it is financially viable to 2008, (article or review, in English): ‘work capacity
come off benefits, these may contribute to an assessment’ OR ‘work capacity evaluation’ OR ‘work
individual’s assessment about whether they are site assessment’ OR ‘workplace assessment’ OR
capable of paid work at that point in time [28,29,41]. ‘vocational assessment’. A keyword search only was
conducted for the expanded search since the subject
Interventions. Early return-to-work intervention (that heading searches already conducted in MEDLINE
is, maintaining employer contact and starting some and AMED would not have changed with the
sort of work adjustment as soon as medically expanded criteria. Assessments that were not avail-
reasonable) and workplace accommodations have able in English were excluded. Ten descriptions of
been found to be associated with higher likelihood of measures intended for measurement of work-ability
return to work in a number of studies, further in injury populations were retrieved based on this
reinforcing the contribution of workplace environ- broadened search. The results are summarised
Disabil Rehabil Downloaded from informahealthcare.com by Kings College London on 01/16/13

ment and employer actions to work-ability [41,43– below.


46].

Summary diagram. Figure 1 below provides an Measures of work-ability


illustration of how the factors identified as being
important to work-ability from the findings of this One key point to consider at this stage was that work-
literature review can be presented in terms of the ability can be measured for a number of different
ICF framework [16]. This diagram demonstrates purposes. It was necessary to take this into account
that the factors that contribute to work-ability relate when drawing conclusions about the appropriateness
to many different domains of functioning; further of each measure, as our primary interest related to
For personal use only.

contributing to the argument that assessment of assessing whether the tools were potentially useful for
work-ability should involve consideration of a range planning vocational rehabilitation. Taking this into
of aspects – including the ability to function consideration, the properties looked at for each
physically, but also environmental factors that impact measurement tool were:
on ability, and the cognitive, behavioural and social
skills necessary for the job. 1. The intended purpose of the tool
2. The aspects of work-ability measured by the
tool
Measures of work-ability following injury 3. The reported validity and reliability of the tool

As a follow-up to the literature review identifying An overview table describing each of the measures of
factors that contribute to work-ability, the search was work-ability identified from the literature search is
broadened to identify the currently available mea- provided in Table I. The measures evaluated are
sures of work-ability for use in injured populations. listed below.
To capture any measures that had not been
. Work Ability Index [47,48]
. Functional Capacity Index [49]
. Work Instability Scales (3 scales) [32,51,50]
. WL-26 [52]
. Functional Capacity Evaluations (category of
measures, see King et al. [17] review)
. Work Capacity Evaluation [35]
. Occupational Role Questionnaire [56]
. Worker Role Interview [40,57]

Comparison of measures with factors identified

Table II shows which factors contributing to work-


ability identified in the literature review are
considered by each of the existing measures. There
Figure 1. Factors contributing to work-ability. are many stakeholders with interests in ensuring
1178 J. K. Fadyl et al.

Table I. Measures of work-ability and their uses.

Tool What it measures Purpose/uses

Work-ability Index 7-item self-report questionnaire. Covers: Designed to be completed as the


(WAI) [47,48] . Current ability compared with lifetime best initial part of an occupational
and own prognosis for work-ability in 2 years health assessment
. Work-ability in relation to demands of job (self-evaluation) Widely used in research for
. Number of current diseases diagnosed and estimated assessing general work-ability for
work impairment from these diseases people with illness/injury –
. Sick leave in past 12 months particularly in ageing workers
. Mental resources
Functional Capacity Assessing limitation in function due to injury (independent Predicting likely impact of a
Index (FCI) [49] of social/vocational context) particular injury on future
10 broad dimensions that encompass physical and functioning
cognitive function (cognitive
function 1 dimension)
Work Instability Scales Mismatch between individual functional and/or cognitive Screening for potential job loss
Disabil Rehabil Downloaded from informahealthcare.com by Kings College London on 01/16/13

. Traumatic brain injury [32] abilities and demands of their job


. Office workers with Self-report questionnaire (true/false)
musculoskeletal
disorders [50]
. Nurses [51]
WL-26/WL-27 [52,53] Developed for boarder illness and injury from same Perceived impact of injury (or
framework as the Work condition) on ability to meet
Limitations Questionnaire [54], which was developed work demands
for a chronic conditions population
Impact of injury on work (job) in 5 domains:
. Time demands
. Scheduling demands
For personal use only.

. Physical demands
. Mental – interpersonal demands
. Output demands
Functional Capacity Ability to perform set functional tasks that may be either Determining the ability of the
Evaluation (FCE) standardised, or derived from actual work tasks worker to meet physical
(many versions available – work demands
see [17,55])
Work Capacity Functional capacity evaluation Assessing ability of an individual
Evaluation [35] þ to perform a particular job –
Psychosocial factors (return to work goals and expectations, taking into account functional
fear avoidance beliefs, depression, job satisfaction ability, psychosocial factors, and
þ attitudes of managers and
Work duty assessment, attitudes of management and co-workers co-workers
This is only a conceptual model
currently – proposed 2001
Occupational Role Back-pain specific 8-item self report questionnaire of Perceived effect of back pain on
Questionnaire [56] how back pain has affected occupational role performance. role performance in current job.
Sub-scales are productivity (time spent on work, time Only relevant for people who are
taken to do work tasks, required breaks, concentration) currently working
and satisfaction (satisfaction with job, help requires
from co-workers, perceived opportunities and job security)
Worker Role Interview Structured interview tool designed for use by therapists. Purpose is to assist therapists to
(English version) Measures worker interpretation of the abilities and risks; identify (particularly psychosocial)
[40,57] worker values and interests; influence of worker (and other) factors that are potential barriers
role identification; habits and routines; and work and to RTW so they can be addressed
family environment

work-ability and return to work of injured workers, one measure (the Worker Role Interview [40]) is
including workers themselves, employers, insurers, designed to take into account more than one
families, health professionals and wider community stakeholder’s perspective on work-ability of the
[58,55]. However, the measures identified typically worker.
only seek the perspective of the worker (6 of 10 None of the identified measures covered all the
measures), and in a few cases, the health professional factors identified as being important to work-ability
doing the assessment (4 of 10 measures). None of in the literature review. This revealed that there was a
the measures seek the employer perspective, and only difference between the factors considered to be
Factors contributing to work-ability 1179

Table II. Factors included in current measures.

Conceptual areas included Who contributes to evaluation

Psycho- Social and Work- Factors Health Other


Physical logical Cognitive behavioural place outside Profes- Stake-
Tool function function skills skills factors workplace Worker sional Employer holder

Work-ability Index ü ü ü ü ü
[47,48]
Functional Capacity ü ü ü
Index [49]
Work Instability ü ü ü ü ü ü
Scales*
TBI: [32]
Nurse: [51]
Office Worker: [50]
WL-26 / WL-27 ü ü ü ü ü
[52,53]
Disabil Rehabil Downloaded from informahealthcare.com by Kings College London on 01/16/13

Functional Capacity ü ü ü
Evaluation
(many types –
see [17])
Work Capacity ü ü ü ü ü ü
Evaluation [35]
Occupational Role ü ü ü ü ü
Questionnaire [56]
Worker role interview ü ü ü ü ü ü
[40,57]

*These scales are made up of specific questions relating to worker experiences (e.g., ‘I have to be careful not to overdo it at work’) – if the
For personal use only.

scale contained a question related to the conceptual area, the area was counted as included.

Table III. Reasons for measuring work-ability and associated focus of measurement.

Reason for measuring work-ability Main focus of measurement Examples of measures

Screen for potential job loss Identifying where work demands are Work Instability Scales [32,51,50]
greater than work performance
Estimate ability to return to work Measuring the ability to function to a Work Capacity Evaluation [35]
following illness/injury minimum level required for the job
Estimate impact of illness/injury Measuring how illness/injury Work-ability Index [47]
on work performance symptoms and treatment are Work Limitations Questionnaire [54]
affecting or could potentially WL-26/WL-27 [52,53]
affect performance at work Occupational Role Questionnaire [56]
Worker Role Interview (psychosocial factors)
[40,57]
Estimate economic impact of Estimating how much of the time Work Limitations Questionnaire [54]
health-related loss of injury/illness symptoms and WL-26 [52]
productivity treatment is affecting work Occupational Role Questionnaire [56]
productivity, and to what extent
Determine what aspects of worker ability Identifying areas of work affected and No specific measures determined at the time
are affected by illness/injury and to whether these might be mitigated of the review
what extent (for the purpose of work (to some extent) through intervention
rehabilitation planning) or support

important contributors to work-ability in the different purposes. There are various different
conceptual discussion from the literature, and the reasons for measuring work-ability, and conse-
aspects of work-ability that are actually assessed by quently various approaches to measurement, with
work-ability measures. the focus of the tools changing, depending on the
purpose. The reasons for measuring work-ability and
focus of measurement associated with them are
Reasons for measuring work-ability summarised in Table III. The fact that none of the
tools found in the search were intended to be used
It was clear when reviewing the measure descriptions for planning vocational rehabilitation may explain
that work-ability measurement is used for several why the measures found did not cover all the areas
1180 J. K. Fadyl et al.

identified as important from a return to work or was the only proposed model identified in the
rehabilitation point of view. published literature that was both formalised in some
way (rather than a description of practices) and could
reasonably be used for the purposes of rehabilitation
The application of work-ability measurement to planning. However, it lacking sufficient detail to
vocational rehabilitation implement without some interpretation, and there is
no published information to suggest that any version
Of particular interest for this project is the measure- of this tool has been formally evaluated or tested.
ment of work-ability to inform vocational rehabilita- There is still a clear lack of standardised tools
tion after injury. Measurement of work-ability is available for assessing work-ability for vocational
crucial to be able to effectively plan vocational rehabilitation.
rehabilitation following injury. Without identifying
which aspects of a person’s work functioning are
affected, it is difficult to know where to target Conclusions
supports and interventions. Whilst this type of
Disabil Rehabil Downloaded from informahealthcare.com by Kings College London on 01/16/13

assessment in some form is done routinely by work Factors contributing to work-ability


rehabilitation professionals, there is little detailed
information available on procedures, and no stan- Based on a comprehensive review of the published
dardised tool was identified that would provide a literature, six categories of important contributing
common and empirically verified approach. factors to work-ability were identified, namely:
physical function; psychological function; thinking
and problem solving skills; social and behavioural
Limitations of current measures in relation to skills; workplace; and factors outside the workplace.
rehabilitation planning While each of the factors identified was shown in the
literature to be important in ability to function at
For personal use only.

The review of the published literature identified no work, it is still unclear how much influence each of
standardised tools that measure work-ability for the these factors may have on overall work-ability. For
purpose of vocational rehabilitation, and only one example, it may be that for a particular individual,
proposed structured model that could potentially be one factor (for example physical ability) is crucial to
used in this way. The Work Capacity Evaluation be able to perform the job, while another factor (for
protocol [35] is a proposed protocol designed for example social and behavioural skills), despite having
assessing work-ability of workers experiencing back an influence, has less of an impact on overall work-
pain, in the form of a workplace assessment. The ability. It is also likely that this could vary depending
authors suggest that components that should be on the type of job the person performs, and other
assessed for determining work capacity include a personal factors (e.g., age). Indeed, one example is a
functional capacity evaluation (including assessment study by Ilmarinen et al. [20], which showed that
of pain, cardio respiratory endurance, etc), psychoso- work and life factor correlates of work-ability scores
cial factors (e.g., return to work goals and expecta- using the Work-ability Index are slightly different for
tions, coping patterns, psychological well-being and an older working age population than for a younger
job satisfaction), and an assessment of actual work one.
duties, including attitudes of management and cow-
orkers [35]. This protocol covers only four of the six
areas identified from our literature review to some Measures of work-ability
extent (i.e., it covers physical functioning, workplace
factors, psychological functioning and factors outside From a search of the literature, 10 measures of work-
the workplace but not thinking and problem solving or ability were identified. From reviewing these mea-
social and behavioural skills). It is fairly common for a sures, four conclusions are proposed:
workplace assessment that is not intended for a
neurological injury population to omit assessment of 1. There are several different reasons for mea-
thinking and problem solving or social and behavioural suring work-ability, and therefore different
skills; however it is important not to assume these intended uses for the various measurement
important aspects of work-ability will be unaffected tools. The content of measurement tools are
[59,60]. While this model could go some way to therefore different and tend to reflect the
addressing the need, it does not cover all the areas intended uses.
identified as important in the literature, and it is only a 2. None of the 10 measures identified covered all
broad framework without detail regarding implemen- the factors the literature review identified as
tation. The Work Capacity Evaluation protocol [35] contributors to work-ability.
Factors contributing to work-ability 1181

3. The measures identified typically seek only the purpose, and none of the measures found were
perspective of the worker or the health intended or suited for informing vocational reha-
professional doing the assessment, not the bilitation following injury. Whilst assessment of
employer or other stakeholders. work-ability for rehabilitation purposes is carried
4. None of the current measures identified are out to varying extents by vocational professionals,
designed to assess work-ability for the purpose there is still very little information available
of informing vocational rehabilitation plan- regarding the content and administration of these
ning (for example, by identifying what aspects assessments, and no standardised tool that ad-
of work-ability are affected and amount and dresses all the areas identified as important to
type of support needed). work-ability by this literature review.

This summary of the available measures of work-


ability highlights the fact that work-ability measure- Acknowledgements
ment is used for a number of different purposes,
which require various different types of measures. The research was conducted with support of an award
Disabil Rehabil Downloaded from informahealthcare.com by Kings College London on 01/16/13

Given that the purpose of this research is to explore from the Kate Edger Educational Charitable Trust.
measurement of work-ability that will help inform
vocational rehabilitation after injury and target
intervention appropriately, the conclusion based on References
this review is that there are currently no standardised 1. Alavinia SM, van Duivenbooden C, Burdorf A. Influence of
measures that fulfil these needs. work-related factors and individual characteristics on work
It remains unclear whether all of the areas ability among Dutch construction workers. Scand J Work
identified in the conceptual literature review of Environ Health 2007;33:351–357.
2. Business Work and Aging Centre for Research. Fact sheet 4:
work-ability must be assessed individually to have a
What is work ability? Internet. 2008. Electronic Citation. http://
useful measure of work-ability. It is also currently www.businessworkageing.org/downloads/RW4AS%20Fact%20
For personal use only.

unclear whether aspects that should be included Sheet%204.pdf. Last accessed August 2008.
might vary depending on the reason for measure- 3. Comerino D, Conway PM, Sartori S, Campanini P, Estryn-
ment. Several of the existing measures show reason- Béhar M, van der Heijden BIJM, Costa G. Factors affecting
able validity with testing that has been done to date, work ability in day and shift-working nurses. Chronobiol Int
2008;25:425–442.
so this may indicate that although the factors 4. de Zwart BCH, Frings-Dresen MHW, van Duivenbooden JC.
identified in the conceptual review are important Test–retest reliability of the Work Ability Index questionnaire.
contributors to work-ability, not all need to be Occup Med 2002;52:177–181.
measured to assess overall work-ability. However, 5. Martinez MC, Latorre MdoR. Health and work ability
for a tool that is intended to be used for rehabilitation among office workers. Rev Saúde Pública 2006;40:851–
858.
planning, it would arguably be appropriate to include 6. van den Berg TIJ, Alavinia SM, Bredt FJ, Lindeboom D,
all the factors, as it would be important to identify all Elders LAM, Burdorf A. The influence of psychological
areas contributing to poor work-ability so interven- factors at work and life style on health and work ability among
tions can be put in place. Certainly for any new professional workers. Int Arch Occup Environ Health
2008;81:1029–1036.
measure, careful consideration needs to be taken of
7. Williams RM, Schmuck G, Allwood S, Sanchez M, Shea R,
the aspects of work-ability that should be included to Wark G. Psychometric evaluation of health-related work
ensure that the measure is useful for its intended outcome measures for musculoskeletal disorders: a systematic
purpose. In addition, rigorous reliability and validity review. J Occup Rehabil 2007;17:504–521.
testing is vital to warrant use of the measure in 8. Serra C, Rodriguez MC, Delclos GL, Plana M, López LI,
research and practice. Benavides FG. Criteria and methods used for the assessment
of fitness for work: a systematic review. Occup Environ Med
2007;64:304–312.
9. Ross CE, Mirowsky J. Does Employment Affect Health? J
Measuring work-ability to inform Health Soc Behav 1995;36:230–243.
vocational rehabilitation 10. Steadman-Pare D, Colantonio A, Ratcliff G, Chase S,
Vernich L. Factors associated with perceived quality of life
many years after traumatic brain injury. J Head Trauma
Assessment of work-ability following injury is Rehabil 2001;16:330–342.
crucial to help identify needs and provide appro- 11. Feuerstein M. A multidisciplinary approach to the prevention,
priate vocational intervention, and the findings evaluation, and management of work disability. J Occup
from this review may help to provide further clarity Rehabil 1991;1:5–12.
for practitioners in this area regarding what the 12. Petticrew M, Roberts H. Systematic reviews in the social
sciences: a practical guide. Malden/Oxford/Victoria: Black-
components of work-ability are according to well; 2006.
current research literature. Any measure used for 13. Fineout-Overholt E, Melnyk B. Building a culture of best
rehabilitation planning needs to be suitable for practice. Nurs Leadersh 2005;3:26–30.
1182 J. K. Fadyl et al.

14. Public Health Resource Unit. Critical Appraisal Skills 35. Schonstein E, Kenny DT. The value of functional and work
Programme: Making sense of evidence. Internet. 2002. place assessments in achieving a timely return to work for
Electronic Citation. http://www.phru.nhs.uk/casp/casp.htm. workers with back pain. Work 2001;16:31–38.
Last accessed February 2007. 36. Eakin JM, MacEachen E. Health and the social relations of
15. Mays N, Pope C. Qualitative research: Rigour and qualitative work: a study of the health-related experiences of employees in
research. BMJ 1995;311:109–112. small workplaces. Soc Health Ill 1998;20:896–914.
16. World Health Organisation. International classification of 37. Shaw WS, Robertson MM, Pransky GS, McLellan RK.
functioning, disability and health: ICF. Geneva: World Health Employee perspectives on the role of supervisors to prevent
Organisation; 2001. workplace disability after injuries. J Occup Rehabil 2003;13:
17. King PM, Tuckwell N, Barrett TE. A critical review of 129–142.
functional capacity evaluations. Phys Ther 1998;78:852–866. 38. Lysaght RM, Larmour-Trode S. An exploration of social
18. Pransky GS, Dempsey PG. Practical aspects of functional support as a factor in the return-to-work process. Work
capacity evaluations. J Occup Rehabil 2004;14:217–229. 2008;20:255–266.
19. Slebus FG, Sluiter JK, Kuijer PPFM, Willems JHBM, Frigs- 39. Strong S, Baptiste S, Cole D, Clarke J, Costa M, Shannon H,
Dresen MHW. Work-ability evaluation: a piece of cake or a Reardon R, Sinclair S. Functional assessment of injured
hard nut to crack? Disabil Rehabil 2007;29:1295–1300. workers: a profile of assessor practices. Can J Occup Ther
20. Ilmarinen J, Tuomi K, Seitsamo J. New dimensions of work 2004;71:13–23.
ability. ICS 2005;1280:3–7. 40. Velozo CA, Kielhofner G, Gern A, Lin F, Azhar F, Lai J,
Disabil Rehabil Downloaded from informahealthcare.com by Kings College London on 01/16/13

21. Briand C, Durand M, St-Arnaud L, Corbière M. How well do Fisher G. Worker role interview: toward validation of a
return-to-work interventions for musculoskeletal conditions psychosocial work-related measure. J Occup Rehabil 1999;9:
address the multicausality of work disability? J Occup Rehabil 153–168.
2008;18:207–17. 41. Waddell G, Aylward M, Sawney P. Back pain, incapacity for
22. Kuijer W, Brouwer S, Reneman MF, Dijkstra PU, Groothoff work and social security benefits: an international literature
JW, Schellekens JMH, Geertzen JHB. Matching FCE review and analysis. London: Royal Society of Medicine
activities and work demands: an explorative study. J Occup Press; 2002.
Rehabil 2006;16:469–483. 42. Franche R, Krause N. Readiness for return to work following
23. Sjögren-Rönkä T, Ojanen MT, Leskinen EK, Mälkiä EA. injury or illness: conceptualizing the interpersonal impact of
Physical and psychological prerequisites of functioning in health care, workplace and insurance factors. J Occup Rehail
relation to work ability and general subjective well-being 2002;12:233–256.
among office workers. Scand J Work Environ Health 43. Taskila T, Lindbohm ML. Factors affecting cancer survi-
For personal use only.

2002;28:184–190. vors’ employment and work ability. Acta Oncol 2007;46:


24. Targett PS, Wehman PH, William OM, Young C. Successful 446–451.
work supports for persons with SCI: focus on job retention. J 44. Wheeler PM, Kearney JR, Harrison CA. The US study of
Voc Rehabil 2004;21:19–26. work incapacity and reintegration. Soc Secur Bull 2001/
25. McKee-Ryan FM, Song Z, Wanberg CR, Kinicki AJ. 2002;64:32–44.
Psychological and physical well-being during unemployment: 45. Krause N, Dasinger LK, Neuhauser F. Modified work and
a meta-analytic study. J Appl Psychol 2005;90:53–76. return to work: a review of the literature. J Occup Rehabil
26. Marhold C, Linton S, Melin L. Identification of obstacles for 1998;8:113–119.
chronic pain patients to return to work: evaluation of a 46. Isernhagen SJ. Job matching and return to work: occupational
questionnaire. J Occup Rehabil 2002;12:65–75. rehabilitation as the link. Work 2006;26:237–242.
27. Goedhard RG, Goedhard WJA. Work ability and perceived 47. Ilmarinen J. The Work Ability Index. Occup Med 2007;
work stress. ICS 2005;1280:79–83. 57:160.
28. MacEachen E, Kosny A, Ferrier S. Unexpected barriers in 48. Ilmarinen J, Tuomi K, Klockars M. Changes in the work
return to work: lessons learned from injured worker peer ability of active employees over an 11-year period 1997;23
support groups. Work 2007;29:155–164. (Suppl. 1):49–57.
29. Magnussen L, Nilsen S, Råheim M. Barriers against returning 49. MacKenzie EJ, Damiano A, Miller T, Luchter S. The
to work – as perceived by disability pensioners with back pain: development of the Functional Capacity Index. J Trauma
a focus group based qualitative study. Disabil Rehabil 1996;41:799–807.
2007;29:191–197. 50. Gilworth G, Smyth MG, Smith J, Tennant A. The develop-
30. Bootes K, Chapparo CJ. Cognitive and behavioural assess- ment and validation of the Office Work Screen. Occup Med
ment of people with traumatic brain injury in the work place: 2008;58:289–294.
occupational therapists’ perspectives. Work 2002;19:255–268. 51. Gilworth G, Bhakta B, Eyres S, Carey A, Chamberlain MA,
31. Chappell I, Higham J, McLean AM. An occupational therapy Tennant A. Keeping nurses working: development and
work skills assessment for individuals with head injury. Can J psychometric testing of the Nurse-Work Instability Scale
Occup Ther 2003;70:163–169. (Nurse-WIS). J Adv Nurs 2007;57:543–551.
32. Gilworth G, Carey A, Eyres S, Sloan J, Rainford B, 52. Amick BC, Lerner D, Rogers WH, Rooney T, Katz JN. A
Bodenham D, Neumann V, Tennant A. Screening for job review of health-related work outcome measures and their
loss: development of a work instability scale for traumatic uses, and recommended measures. Spine 2000;25:3152–
brain injury. Brain Inj 2006;20:835–43. 3160.
33. Greenspan AI, Wrigley JM, Krensnow M, Branche-Dorsey 53. Amick BC. WL-27 (Work Role Functioning). Personal
CM, Fine PR. Factors influencing the failure to return to communication ed; 2000.
work due to traumatic brain injury. Brain Inj 1996;10:207– 54. Lerner D, Amick BC, Rogers WH, Malspeis S, Bungay K,
218. Cynn D. The Work Limitations Questionnaire. Med Care
34. Golden TP. Supported and integrated employment. In: 2001;39:72–85.
Kobayashi R, Dunlap L, Garvin L, Lewis D, editors. Practical 55. Shervington J, Balla J. WorkAbility Mark III: functional
solutions for functional problems: vocational rehabilitation for assessment of workplace capabilities. Work 1996;7:191–202.
persons with traumatic brain injury. Chicago: Rehabilitation 56. Kopec JA, Esdaile JM. Occupational role performance in
Institute of Chicago; 1995. pp 135–171. persons with back pain. Disabil Rehabil 1998;20:373–379.
Factors contributing to work-ability 1183

57. Fisher G. Administration and application of the Worker role JAREA(mult OR medi OR nurs OR vete OR dent OR
interview: looking beyond functional capacity. Work 1998; heal OR mult OR arts OR busi OR deci OR econ OR
12:13–24.
58. Young AE, Wasiak R, Roessler RT, McPherson KM, Anema
psyc OR soci) AND PUBYEAR AFT 1987 AND
JR, van Poppel MNM. Return-to-work outcomes following (LIMIT-TO(LANGUAGE, ‘English’)) AND (EX-
work disability: Stakeholder motivations, interests and con- CLUDE(SUBJAREA, ‘BIOC’) OR EXCLUDE
cerns. J Occup Rehabil 2005;15:543–556. (SUBJAREA, ‘IMMU’) OR EXCLUDE(SUBJAR-
59. Lou JQ, Lane SJ. Personal performance capabilities and their
EA, ‘PHAR’) OR EXCLUDE(SUBJAREA, ‘ENGI’)
impact on occupational performance. In: Christiansen CH,
Baum CM, Bass-Hugen J, editors. Occupational therapy: OR EXCLUDE(SUBJAREA, ‘AGRI’) OR EXCLU-
performance, participation and well-being. 3rd ed. New DE(SUBJAREA, ‘CENG’) OR EXCLUDE (SUB-
Jersey: Slack 2005. pp 269–298. JAREA, ‘VETE’))
60. Joss M. The importance of job analysis in occupational
therapy. Br J Occup Ther 2007;70:301–303.
Web of Science search script
Topic ¼ (‘work ability’ or ‘work disabil*’ or ‘work
Appendix. Keyword search scripts
function*’ or ‘work capacity’ or ‘work incapacity’ or
Disabil Rehabil Downloaded from informahealthcare.com by Kings College London on 01/16/13

‘work assessment’ or ‘work site assessment’ or ‘work


SCOPUS search script
place assessment’ or ‘work capacity evaluation’ or
(TITLE-ABS-KEY(‘work ability’ OR ‘work disability’ ‘work competence’ or ‘work capability’ or ‘work
OR ‘work functioning’ OR ‘work capacity’ OR ‘work proficiency’ ‘work capacity assessment’ or ‘voca-
incapacity’ OR ‘work capability’ OR ‘work proficiency’ tional assessment’) AND Topic¼(‘work rehabilita-
OR ‘work assessment’ OR ‘work site assessment’ OR tion’ or ‘vocational rehabilitation’ or ‘vocational
‘work place assessment’ OR ‘work capacity evaluation’ support’ or ‘work preparation’ or ‘employment’ or
OR ‘work capacity assessment’) AND TITLE-ABS- ‘employment support’ or ‘return to work’ or ‘RTW’).
KEY(‘work rehabilitation’ OR ‘vocational rehabilita- Refined by: Languages ¼ (ENGLISH) AND
tion’ OR ‘vocational support’ OR ‘work preparation’ Document Type ¼ (ARTICLE OR REVIEW).
For personal use only.

OR ‘employment support’ OR ‘return to work’ OR Timespan ¼ 1988–2008. Databases ¼ SCI-EX-


‘RTW’)) AND DOCTYPE(ar OR re) AND SUB- PANDED, SSCI, A&HCI, CPCI-S, CPCI-SSH.

View publication stats

You might also like