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Herzberg's t wo-fact or t heory of job at t it udes: a crit ical evaluat ion and some fresh evidence
Toby Wall
Herzberg's T wo-Fact or T heory 1 Herzberg's T wo-Fact or T heory of Job Sat isfact ion: An Int egrat ive Li…
Emmanuel Oluwaseun
Mot ivat ing Account ing Professionals in Romania. Analysis aft er Five Decades of Communist Ideology…
Szilveszt er Feket e
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HERZBERG’S DUAL-FACTOR THEORY OF JOB
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SATISFACTION AND MOTIVATION: A REVIEW OF
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THE EVIDENCE AND A CRITICISM
ROBERT J. HOUSE and LAWRENCE A. WIGDOR
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Bernard M . Baruch School of Business and Public Administration
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events that served to return the workers’ attitudes to ‘(normal”
was elicited.
I n a second set of interviews, the same subjects were asked
to describe incidents in which their feelings about their jobs
were exceptionally negative-cases in which their negative
feelings were related to some event on the job.
369
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zyxwv PERSONNEL PSYCHOLOGY
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nature of the work itself and the rewards that flow directly
from the performance of that work. The most potent of these
are those characteristics that foster the individual’s needs for
self-actualization and self-realization in his work. These work-
related or intrinsic factors are achievement, recognition, work
itself, responsibility, and advancement.
A sense of performing interesting and important work (work
itself), job responsibility, and advancement are the most im-
portant factors for a lasting attitude change. Achievement,
more so than recognition, was frequently associated with the
long-range factors of responsibility and the nature of the work
itself. Recognition that produces good feelings about the job
does not necessarily have to come from superiors; it might
come from peers, customers, or subordinates. Where recogni-
tion is based on achievement, it provides more intense satis-
faction,
The dissatisfaction factors are associated with the individ-
ual’s relationship to the context or environment in which he
does his work. The most important of these is company policy
and administration that promotes ineffectiveness or ineffi-
ciency within the organization. The second most impotant is
incompetent technical supervision-supervision that lacks
knowledge of the job or ability to delegate responsibility and
teach. Working conditions, interpersonal relations with super-
visors, aalary, and lack of recognition and achievement can
also cause dissatisfaction.
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HOUSE AND WIGDOR 371
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expert instructors. But the child will never, never learn to ride the bicycle-
unless he is given a bicycle! The hygiene factors are not a valid contributor
to psychological growth. The substance of the tasks is required t o achieve
growth goals. Similarly, you cannot love an engineer into creativity, al-
though by this approach you can avoid his dissatisfactions with the way
you treat him. Creativity will require a, potentially creative task t o do.
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Criticisms of the Two-Factor Theory
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The theory has been criticized on several grounds: first, that
it is methodologically bound; second, that it is based on faulty
research; and third, that it is inconsistent with past evidence
concerning satisfaction and motivation. Each of these criti-
cisms will be reviewed here.
Methodological Bounds of t h e Theory. Vroom (1964) has
argued that the storytelling critical-incident method, in which
the interviewee recounts extremely satisfying and dissatisfying
job events, accounts for the associations found by Herzberg
e t al. and that other methods are required to adequately test
the theory.
I t is . . . possible that obtained differences between stated sources of
satisfaction and dissatisfaction stem from defensive processes within the
individual respondent. Persons may be more likely t o attribute the causes
of satisfaction t o their own achievements and accomplishments on the
job. On the other hand, they may be more likely t o attribute their dissatis-
faction not t o personal inadequacies or deficiencies, but t o factors i n the
work environment; i.e., obstacles presented by company policies or super-
vision. (Vroom, 1964, p. 129)
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PERSONNEL PSYCHOLOGY
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concept when things go poorly by blaming their failure on the
environment” (Vroom, 1966, pp. 7, 8). He further states, “If
you grant the assumption about the way in which biases oper-
ate, it follows that the storytelling methods may have very
little bearing on the actual consequence of managerial prac-
tice.” (Vroom, 1966, p. 10).
Faulty Research Foundation. Not only has it been argued
that the theory is method bound, but it is also argued that the
research from which it was inferred is fraught with procedural
deficiencies.
The most important criticism involves the utilization of
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Herzberg’s categorization procedure to measure job dimen-
sions, the satisfiers and “hygiene factors.” The coding is not
completely determined by the rating system and the data, but
requires, in addition, interpretation by the rater. For example,
the dimension of supervision encompasses, among others, the
categories : (a) “supervisor competent,” (b) “supervisor in-
competent,” and (c) “supervisor showed favoritism.” The
three classifications all require an interpretation of the super-
visor’s behavior. If the respondent offers the evaluation, no
interpretation by the rater is required. However, if the subject
merely describes the supervisor’s behavior, an evaluation by
the rater is necessary.
The necessity for interpretations of the data by a rater may
lead to contamination of the dimensions so derived. Employing
one of Herzberg’s own incidents t o illustrate the dimension of
recognition, Vroom (1964) pointed out the way in which the
dual-factor theory may contaminate the coding procedure. The
dimensions in the situation can quite possibly reflect more the
rater’s hypothesis concerning the compositions and interrela-
tions of dimensions than the respondent’s own perceptions. A
more objective approach, to minimize the possibility of learn-
ing more about the perceptions of raters than those of inter-
viewees, would be to have the respondents do the rating and
perform the necessary evaluations (Graen, 1966).
Second, and closely related to the first methodological prob-
lem, is the inadequate operational definitions utilized by Herz-
berg and associates to identify satisfiers and dissatisfiers. Nu-
merous critics (Malinovsky & Barry, 1965; Burke, 1966;
Ewen, 1964; Dunnette, 1965) have questioned the mutual
HOUSE AND WIGDOR zy
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exclusiveness of these dimensions. Malinovsky and Barry
(1965) reported that it is possible that correlations between
iiiotivator items and between hygicnc items in the evaluations
373
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data for the critical-incident method, and the fact that the
research was not based solely on current satisfaction with a
presently existing job situation. As a result, there is no control
over the sampling time for the data, and no basis for drawing
inferences about the relative contribution of various job fac-
tors to overall job satisfaction.
Inconsistency With Previous Evidence. If the dual-factor
theory were correct, we should expect highly satisfied people
to be highly motivated and to produce more. Based on a rather
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exhaustive review of the empiric research up to 1955, Brayfield
and Crockett (1955) concluded that one’s position in a net-
work of relationships need not irnply strong motivation for
outstanding performance within the system, and that produc-
tivity may only be peripherally related to many of the goals
toward which the industrial worker is striving. Herzberg et al.
(1959) cited 27 studies in which there was a quantitative rela-
tionship between job attitude and productivity. Of these, only
14 revealed a positive relationship. In the remaining 13, job
attitudes and productivity were not related. In 1964, Vroom
examined 20 studies dealing with strength between job satis-
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Summarv of Facior8 Which S h d Siani&ant DifferenemBetween Positiw and Nmativa Incidents of Job P u l i w a Rammentinu 10 Studim of 17 Populations
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relat.-peem X - -
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TOTALS 9 9 7 8-2 9-1 5 5 5 3 3 3 5 2 9 9 8 6 105+3=108
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a Reprinted by permimiin of World Publishing Company from p. 124 Work and tL Nature of Man, Frederick Hereberg. Copyright @ 1986 by Frederick Herzberg.
HOUSE AND WIGDOR
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ductive work, it becomes quite clear that motivation is only
one of them. Clearly, when working conditions, the quality of
TABLE 2
Frequency of Reports f o r Satis$ers And Dissatisfiers Out of Total Number
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of 1,980 People i n Siz Studies Reported by Herzberg (1966)
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Factor Satisfier Dissatisfier Total Number
of People
Burke (1966) 187 college students (male Ranking of 10 Herzberg’s job Motivators and hygienes are neither undimen-
and female) enrolled in characteristics-five hygiene sional nor independent constructs.
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industrial psychology and five motivator
course
Centers and 392 employed adults (male Ranking of most important at- Job motivations were related t o occupational
Bugental and female) engaged in tributes of job based on ques- level. Intrinsic job components (motivators)
(1966) a wide cross-section of tionnaire composed of three were valued over extrinsic (hygienes) by
occupations - manager, intrinsic and three extrinsic white-color workers, while the opposite was
clerks and salesmen, items true for blue-collar workers. Men and women
skilled blue collar and were found not to differ in general. However,
unskilled blue collar women placed a greater value on good co-
workers, and a lower value on self-expression
Dunnette,
Campbell,
and Hake1
(1967)
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133 store managers, 89
sales clerks, 44 secre-
taries, 129 engineers and
research scientists, 49
salesmen, and 92 army
reservists and night
school students
Factor analysis of Q sorts of two
sets of 36 statements for highly
satisfactory and unsatisfactory
job situations
than men. Occupation is psychologically
more central to men than women.
Four job dimensions-achievement , respon-
sibility, recognition, and supervisor human
relations-were most important satisfiers
and dissatisfiers. For some persons, satis-
faction resides in the job content dimen-
sions; for others, in the job context; and
for still others, in combinations of both. The
same holds for job dissatisfaction. Satis-
fying and dissatisfying job situations share
many features in common, most of which are
are common across a broad range of jobs.
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Eran (1966)
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456 lower middle managers
of which 89 “high” and
“low” scorers were used
Self-descriptions by the Ghiselli
techniques and job attitudes
using Porter’s MPQ technique
were used t o compare person-
ality and job attitude (Porter,
Individual’s evaluation of himself is primarily
determined by his relative standing i n ref-
erence group. A t least two factors are
strongly related t o attitudes: the environ-
ment as indicated by the level of manage-
1962) ment, and personality a s measured by self
perception of psychological traits studied
b y Porter. T h e higher the level of manage-
ment, the greater the need for autonomy
and self-actualization.
Ewen (1964) 1,021 full-time life insur- Factor analysis of 58-item Six interpretable factors emerged, of which
ance agents divided into at,titude scale three were hygienes, two motivators, and
two groups-an experi- one general. Two of the three hygienes
mental sample and a acted like motivators i n both samples; one
cross-validation sample acted like a motivator i n the cross-valida-
tion sample and both a motivator and hy-
giene in the experimental sample. Recogni-
tion, one of the two motivators, caused
both satisfaction and dissatisfaction.
Ewen, Smith, Cited by Dunnette, Campbell, The intrinsic factors are more strongly re-
Hulin, and and Hake1 (1965). Method not lated t o overall satisfaction than the ex-
Locke (1966) described trinsic factors. Extrinsic factors may de-
pend on level of satisfaction with the
intrinsic variable.
Fantz (1962) Three hospit a1 rehabilit a- Modified Maslow’s six hierarchi- “Good” events were described in terms of
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tion patients cal needs t o record major factor motivators, while “bad” events were de-
in six events described by the scribed in terms of hygienes.
patients. Two satisfying events
and dissatisfying events from
hospital experience, and one
each from previous job experi-
ence. Responses were analyzed
in terms of the actual event
and psychological effect.
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zyxwvutsrqponmlk EXHIBIT I-Continued
Ruearcher
Friedlander
(1963)
Friedlander
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Engineers,
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Subject
supervisors,
and salaried employees
of a manufacturing firm
(200 of each).
80 evening students in a
Procedure
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(1964) course in industrial or satisfaction and dissatisfaction be important to both satisfaction and dis-
child psychology satisfaction, while extrinsic aspects were
relatively unimportant. Satisfiers and dis-
satisfiers were held not to be opposite ends
of a common set of dimensions.
Friedlander 1,468 civil service workers Factor analysis of a 14-item ques- The work context factors (hygienes) were of
(1966b) from three status levels tionnaire measuring the impor- primary importance to all status levels
(low, middle, and high tance of recreation, education, within the blue-collar group, plus the low-
GS rankings) and two church, work content and work status level white collar. Only the medium-
occupat.iona1 levels context factors and high-status white-color workers placed
(white and blue collar) primary importance on the work content fac-
tors (motivators). Suggests that subgroups
may have different value systems.
Friedlander 1,468 civil service workers Questionnaire responses as to im- Among white-collar workers, low performers
(1966s) from three status levels portance of various job char- were motivated primarily by the social en-
(low, medium, and high acteristics to satisfaction and vironment of the job, and to a lesser extent
GS rank) and two occu- dissatisfaction were related to by the opportunity for gaining recognition
pational levels (white age, tenure, and performance through advancement. Few significant rela-
and blue collar) tionships were between self -actualizing
motivations and performance. Among blue-
collar workers, no significant differences
were noted between motivator and hygiene
factor influence on performance. With ad-
vancing age and tenure, the importance of
the social environment (hygiene) increased
for both high and low blue-collar and
white-collar performers. For blue-collar
workers, both hygiene and motivator fac-
tors declined with age and tenure.
Friedlander and 82 scientists and engineers Semistructured interviews in Reasons for remaining in an organization
Walton (1964) which respondents gave the were different from, and not merely opposite
most important reasons keep- to, the reasons for which one might leave the
ing them in the organization organization. Reasons for remaining were
and factors that might cause more closely related to satisfiers, while rea-
them to leave the organization sons for leaving were more related t o dis-
satisfiers
Gibson (1961) 1,700 employees in four Questionnaire designed to elicit For male employees, results confirm theory,
plants and ten depart- opinion concerning greatest although only four factors reported. Women
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ments of a Midwestern satisfiers on job and the dissat- did not respond to negative question.
manufacturing firm isfiers not already covered in the
questionnaire. Analyzed using
Herzberg’s 16 factors.
Gordon (1965) 683 life insurance agents Rating of degree of satisfaction Individuals highly satisfied with motivators
and dissatisfaction with 54 did not have greater overall job satisfaction
items comprising four scalee than individuals highly satisfied with hy-
(motivators, hygienes, both, gienes, and individuals highly dissatisfied
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hygiene minus both). Measures with hygienes were not less satisfied than
of overall job satisfaction and with motivators. A positive relationship be-
Green (1966)
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electronics firms
self-reported production figurer
were available.
Graglia and
Subject
College students
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zyxwvutszy EXHIBIT 1-Continued
Procedure Findings
Interposed tasks between before The effect of succeeding a t an effortful task was
W
OD
0
Hamlin (1964) and after measures of motiva- to increase the approach motivation of the
tion. Measured effects of inter- subjects to participate in future activities
vening variables of effort a t the while attempting to improve motivation by
task and relatedness of the task giving tasks a contextual relationship re-
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by determining willingness of versed the motivation to one of avoidance of
P
and responsibility categories. Major source B
of dissatisfaction was action of supervisors rn
Q
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I
tribute to job satisfaction. s
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Halpern (1966) 93 male college graduates Ratings of satisfaction with four Subjects were equally well satisfied with both 0
working motivators, four hygiene fac- the motivator and hygiene aspects of their 2
tors, and overall job satisfac- jobs. The motivators contributed signifi-
tion on respondent’s best-liked cantly more to overall satisfaction than did
job the hy gienes.
Hamlin and 69 subjects divided equally 20-item forced-choice activity Positive mental health depends to a major de-
Nemo (1962) in three groups-unim- questionnaire analyzed on gree on developing an orientation toward
proved chronic schizo- choice-motivator scale self-actualization, achievements, responsi-
phrenics, former pa- bility, and goal-directed effort. Improved
tients, and students schizos obtained higher motivator and lower
hygiene scores than the unimproved. College
students obtained higher motivator and
lower hygiene scores than the two schizo
groups.
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Haywood and
Dobbs (1964)
100 eleventh and twelfth
grade students i n public
high school
Attitude toward tension-inducing
situations was measured by thc
S-R Inventory of anxiousness
The choice-motivator scale oi
Hamlin and Nemo (1962) wa!
used for classifying the sub
There was a significant tendency for subjects
who were high in motivator orientation t o be
also high in approach motivation, while those
high in hygiene orientation are also high in
avoidance motivations.
Ott (1965)
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Subject
Rosen (1963)
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94 research and develop-
ment personnel items, as related t o desire t o
sociated with low job satisfaction in contrast
t o what one would expect from the dual-fac-
tor theory
Rating of importance of 118 Many of the most important items which, if not
present, would cause the individual to seek
Saleh (1964)
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8.5 managerial level male
employees, ages ranged
from 60 to 65
leave present position
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tion achieved during youth induces a perse-
vering effect upon his desire to get ahead.
Sandvold (1961) Improved and unimproved Used complex factoral design to Improvement in verbal responsibity as well as
schizophrenics and con- measure the effects of effort and in motivator orientation for all groups who
trol group of nurses’ the effect of relating this effort were given effortful taaks related to some
aides to some purpose, in terms of be- purpose. Relating task to purpose was of
fore and after scores on the most importance to the sick group, and of no
choice-motivator scale used by importance to the normal group.
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Hamlin and Nemo (1962)
50 accountants and 82 engi- Self-description of past satisfying Both groups of subjects endorsed more content
neers and dissatisfying job situa- (motivator) statements as describing both
tions, using both free-choice satisfying and dissatisfying types of situa-
and forced-choice items devel- tions. Both motivators and hygienes can be
oped to tap Herzberg’s motiva- sources of job satisfaction and job dissatis-
tors and hygienes faction.
Yadov (1965) 2,665 workers under 30 em- Analysis of attitude question- The most effective and important attitudinal
ployed in light and heavy naire factor for effective job performance is satis-
industries in Leningrad faction with the kind of job.
384 PERSONNEL PSYCHOLOGY zyxw
leadership, the suitability of supplies and equipment, the effi-
ciency of scheduling and coordinating procedures, or the abili-
ties of the members of the work force are found deficient,
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highly motivated behavior may have either little effect on
productivity or even possibly the effect of causing frustration
which interferes with productivity.
Empiric Research Based on Critical-Incident Methodology
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In Work and the Nature of Man, Herzberg (1966) reports
the results of 10 critical-incident studies on 17 different popu-
lations. He asserts that these studies support the dual-factor
theory in 97% of the cases. Table 1 is taken from Herzberg’s
1966 book and summarizes the results of these studies. Each
x in the table represents a correct prediction for a factor, while
a dash indicates an incorrect prediction. The blank spaces sug-
gest no significant evidence either way because of (a) failure
of an investigator to include the factor in the analysis, (b) the
scoring of only major factors in the events, (c) the general
rarity of a factor occurring, or (d) occasional moderate fre-
quency of a factor to be associated with both satisfaction and
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dissatisfaction.
The chart shows that theoretical predictions, when made
for each separate study, were valid in 97 percent of the cases.
However, compilation of the number of people mentioning
one of Herzberg’s ten factors as a satisfier or dissatisfier yields
Table 2.’
From this table it can be observed that achievement is seen
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by most respondents as more of a dissatisfier than Relations
with supervisors or Working conditions. I n fact, Achievement
can be considered the third major dissatisfier. Recognition is
also found to be more of a dissatisfier than both Working
conditions and Relations with superiors. Using these data from
Table 2, one can rank dissatisfiers as follows:
* This analysis is restricted to those factors mentioned more than four times.
By restricting this analysis to those factors, several factors are excluded. The
excluded factors are Opportunity for growth, Interpersonal relations with
subordinates, Status, Personal life, Security and Salary. With the exception
of Opportunity for growth, these excluded factors are peripheral to the Two-
Factor theory, and their inclusion in this analysis would not change the major
conclusion suggested by the analysis.
HOUSE AND WIGDOR
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Evidence Based on Methods other than the Critical-Incident
Method
Since the publication of the original research by Herzberg,
Mausner, and Snyderman in 1959, several studies based on
different research methods have been reported in the literature.
These studies are described in brief' detail in Exhibit 1.
Conclusions
Our secondary analysis of the data presented by Herzberg
(1966) in his most recent book yields conclusions contradictory
to the proposition of the Two-Factor theory that satisfiers and
dissatisfiers are unidimensional and independent. Although
many of the intrinsic aspects of jobs are shown to be more fre-
quently identified by respondents as satisfiers, achievement
and recognition are also shown to be very frequently identified
as dissatisfiers. In fact, achievement and recognition are more
frequently identified as dissatisfiers than working conditions
and relations with the superior.
Since the data do not support the satisfier-dissatisfier di-
chotomy, the second proposition of the Two-Factor theory,
that satisfiers have more motivational force than dissatisfiers,
appears highly suspect. This is true for two reasons. First, any
attempt to separate the two requires an arbitrary definition of
the classifications satisfier and dissatisfier. Second, unless such
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386 PERSONNEL PSYCHOLOGY
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Turning to our review of previous studies based on methods
other than the storytelling method (Exhibit l ) , four im-
portant conclusions emerge concerning the operation of, and
variables associated with, the various job characteristics perti-
nent to satisfaction or dissatisfaction. These four conclusions
are :
1. A given factor can cause job satisfaction for one person
and job dissatisfaction for another person, and vice versa.
Job satisfaction is a function of the perceived characteristics of a job in
relation to an individual frame of reference. A particular job condition on
the basis of this theoretical, can be a satisfier, dissatisfier or irrelevant
depending on conditions in comparable jobs, conditions of other people, of
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the qualifications and past experience of the individual as well as on nu-
merous situational variables of the present job. Thus, job satisfaction is
not an absolute phenomena but is relative to the alternatives available to
the individual. (Smith & Kendall, 1963, p. 14.)
Variables that partially determine whether a given factor
will be a source of satisfaction or dissatisfaction on the job
were shown to be:
Job or occupational level: Centers and Bugental (1966),
Myers (1964), Rosen (1963), Friedlander (1966b),
Dunnette (1965).
Age of respondents: Singh and Baumgartel (1966), Saleh
(1964), Friedlander (1966b), Wernimont (1966).
Sex of respondents: Centers and Bugental (1966), Gibson
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(1961), Myers (1964).
Formal education: Singh and Baumgartel (1966).
Culture: Turner and Lawrence (1965), Ott (1965).
Time-dimension variable: Ewen (1964), Wernimont
(1966).
Respondent’s standing in his group: Eran (1966).
2. A given factor can cause job satisfaction and dissatisfac-
tion in the same sample (Dunnette, 1965; Ewen, 1964;
Gordon, 1965; Burke, 1966; Ewen, Smith, Hulin & Locke,
1966; Friedlander, 1963; Wernimont, 1966; Halpern, 1966;
Ott, 1965; Hinrichs & Mischkind, 1967; Graen, 1966; Malin-
ovsky & Barry, 1965).
3. Intrinsic job factors are more important to both satisfy-
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HOUSE AND WIGDOR
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mont, 1966; Ewen, Smith, Hulin & Locke, 1966; Graen, 1966;
Friedlander, 1964).
4. These conclusions lead us to agree with the criticism ad-
vanced by Dunnette, Campbell and Hake1 (1967) that the
Two-Factor theory is an oversimplification of the relationships
between motivation and satisfaction, and the sources of job
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satisfaction and dissatisfaction.
References
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BURKE,R. “Are Herzberg’s Motivators and Hygienes Unidimensional?”
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CENTERS, R. AND BUQENTAL, D. E. “Intrinsic and Extrinsic Job Motivations
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DUNNETTE, M. D. “Factor Structure of Unusually Satisfying and Unusually
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EWEN,R. B. “Some Determinants of Job Satisfaction: A Study of the Gener-
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EWEN,R. B., SMITH,P. C., HULIN,C. L., AND LOCKI, E. A. “An Empirical
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FANTZ,R. “Motivational Factors in Rehabilitation.” Unpublished Ph.D.
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zy
souri, September, 1962.
FOURNET, G. P., DISTEFANO, M. K., JR.,AND PRYER, M. “Job Satisfaction:
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