Expatriates' families: A systematic literature review and research agenda

The influence of family on expatriates and their families' international assignments experience have been long discussed in various disciplines. We undertake a systematic review of 151 articles on expatriates' families published between 2006 and 2020 in peer-reviewed academic journals in Business and Management, Medicine, Psychology, and Decision Sciences. Adopting a step-wise approach to conduct the review and using Leximancer, we analyze the literature and categorize it into five major themes: family's influence on expatriates; expatriation's influence on expatriate families; family and individual adjustment in the expatriation process; organizational practices concerning family issues in expatriation; and expatriate families' social interaction. This mapping, thematizing and systematic organizing of the literature allows us to identify research areas that have been overpopulated and others that have not received sufficient scholarly attention. By doing so, this study contributes to the literature by providing a multidisciplinary perspective on the issue of expatriates' families. We also present a research agenda to advance knowledge in the field and make recommendations for practice.     

When the going gets tough: the influence of expatriate resilience and perceived organizational inclusion climate on work adjustment and turnover intentions

Abstract

Despite the strong evidence for the beneficial influence of resilience for employee stress resistance in domestic settings, the construct has not received much attention in the expatriation literature, where stress is considered a major factor for expatriates’ poor cross-cultural adjustment and turnover. Drawing upon conservation of resources theory, the present study examines resilience as an antecedent of expatriate work adjustment and turnover intentions. Furthermore, this study investigates the moderating role of perceived organizational inclusion climate as a resource-protecting organizational factor. Results from a survey of 175 expatriates in South Korea indicate that resilience is positively related to expatriate work adjustment and that these positive effects are more pronounced when expatriates perceive their organizational climate to be highly inclusive. Furthermore, findings suggest that work adjustment mediates the effects of resilience on turnover intentions and that this mediation is moderated by a perceived organizational inclusion climate. Implications for theory and practice are discussed.     

Towards an understanding of social networks among organizational self-initiated expatriates: a qualitative case study of a professional services firm

Drawing on a qualitative case study of 51 organizational self-initiated expatriates (OSIEs) in a professional services firm, this article investigates the role of networks during expatriation and, specifically, in the development of learning that is beneficial to both the individual expatriate and the global operations of the firm. First, we investigate the extent to which individual motivations to engage in OSIE impact on the development of networks. Second, we investigate individual's experiences of network development. Third, we investigate individual perceptions of the benefits of networks for both organizations and individual actors. The paper will report that professionals initiating their own expatriation develop continually expanding and composite networks such that mobility and networks evolve in a seemingly symbiotic relationship. In doing so, it contributes to our understanding of the role of agency in network development and extends our understanding of organizational self-initiated expatriation as a relatively under-researched phenomenon.     

Employee voice mechanisms for lesbian,gay, bisexual and transgender expatriation: the role of Employee-Resource Groups (ERGs) and allies

Abstract

Recent literature on lesbian, gay, bisexual and transgender (LGBT) expatriates has largely taken an employee perspective. Less attention has been devoted to organizational mechanisms supporting LGBT voice opportunities for global mobility. In this study, we use respondent data from 15 LGBT employees in combination with data from five global mobility managers to examine the role of Employee Resource Groups. Using the depth, scope and level of voice to frame the study in relation to stereotype threat theory, the findings show that discrimination and stigmatization are prevalent features affecting voice. The findings advance three distinct contributions concerning marginalized (LGBT) employee voices about expatriation: the importance of ‘informal’ social dialogue, the shallow ‘depth’ to voice decision-making roles about LGBT expatriation, and a consideration of ‘silence’ in voice literatures.     

The Purpose of Expatriation: Why Women Undertake International Assignments

Women international assignees have historically been successful, but they make up a relatively low proportion of organizationally assigned expatriates. By appreciating the factors that encourage women to undertake internationally mobile careers, organizations can widen their talent pool. Using a triangulated, qualitative research approach set within two case study firms in the oil and gas exploration and production industry, this article identifies contrasting views between female assignees and their organizations with respect to the purpose of expatriation and the factors women take into consideration in their decision to undertake it. This research is based on analysis of organizational policy; a survey of 71 women expatriates and in‐depth, semistructured interviews with 26 female assignees (selected from the survey returns using stratified sampling); and interviews with 14 human resource professionals responsible for international mobility policy design and implementation. Career, family, and financial precondition effects are identified. From these, a model is proposed to link stated organizational assignment purpose with women's participation rationales, and recommendations for practice to increase expatriate gender diversity are set out. © 2015 Wiley Periodicals, Inc.     

Tiered expatriation: A social relations approach to staffing multinationals

This article applies a social relations discourse to examine the use of expatriates in Chinese multinational companies (MNCs). Expatriates are analyzed based on two sets of social relations: the social functions of expatriates (which include the global function of capital and the collective function of labor) and the pathways of expatriation (which include intra‐ and interfirm transfers). In particular, the framework incorporates the collective function of labor into the analysis of expatriation, which has received limited attention in the existing international HRM literature. Conceptually, the social relations discourse allowed us to frame staffing in an open system in which HR practices involving expatriation are shaped by the intersections between the choices of MNCs, the actions of workers, and the mediation of institutional players. Empirically, this article presents three case studies of Chinese MNCs in Europe to illustrate the tiered expatriation of managerial staff, technicians, and operational workers from interchangeable sources of labor. The HR policy implications suggest greater diversity in the formation of international staffing for MNCs.     

Lesbian and gay expatriation: opportunities,barriers and challenges for global mobility

The research presented in this paper addresses an important gap in the expatriation literature in examining perceptions of opportunities, barriers and challenges for expatriation of lesbian and gay (LG) expatriates. This is an area that is under-researched despite such individuals representing a growing sector of the global talent pool. Based on an analysis of interviews with 20 LG expatriates, the study draws on social capital theory as a lens for highlighting LG expatriates' unique attributes and networks. The research is significant in suggesting that the expatriates' sexual minority status is viewed as both a disabler and enabler in expatriation. We suggest that there is a corporate ceiling for LG expatriates, and that they experience discrimination and stereotyping, and oftentimes limited organizational and host-country support. Significantly, the findings also extend research in suggesting that LG workers may have more opportunities in global staffing than previously thought and a valuable role in contributing to inclusivity debates and policy development on the global business stage. Furthermore, LG expatriates may be accepted in host countries when homosexuality is deemed legally or socially unacceptable for locals, and legal and financial independence within LG partnerships may provide them with more mobility than their heterosexual counterparts.     

Options‐based HRM,intellectual capital,and exploratory and exploitative learning in law firms' practice groups

The current study intends to uncover the strategic contribution of human resource management by introducing a unique construct of options‐based (vis‐à‐vis project‐based) HRM and examining its links to intellectual capital and exploratory and exploitative learning in the context of law firms' practice groups. Empirical results show that options‐based HRM is positively related to the practice group's explorative and exploitative learning. The intellectual capital mediates the relationships between options‐based HRM and the practice group's learning for exploration and exploitation. This study makes a valuable contribution to the HRM literature by establishing the mechanisms by which HRM enables organizational learning and extending the scope of HRM research to professional service firms. Our findings also provide valuable implications for the literature of organizational learning. © 2012 Wiley Periodicals, Inc.     

Psychic distance and the challenges of expatriation from Brazil

The aim of this paper is to explore the extent to which the psychic distance between countries poses challenges to the expatriation process of young multinational companies from emerging countries, such as Brazil. While the concept of psychic distance has been extensively explored in the literature for the analysis of the paths to internationalization of multinational companies, researchers have only recently begun to analyse its influence on expatriation processes. To this end, we reviewed studies of psychic distance and of two fields of expatriation processes that are directly influenced by the challenge of expatriates' cultural integration posed by psychic distance, namely selection and training. We also developed a multidimensional instrument to measure psychic distance and then classified the expats' countries of destination as ‘close’ or ‘distant’ in relation to Brazil. Our results show no predominance of countries that are psychically close to Brazil for the expatriations of professionals from the Brazilian companies studied. When analysing the expats' perceptions of the expatriation process, cultural integration emerged as a great challenge for expats from both ‘close’ and ‘distant’ countries. In spite of this, those companies don't seem to take this into consideration in the management of the selection and training phases of the expatriation process. In addition, we identified some differences between the expatriates and the HR managers' perceptions of the management of expatriation processes that can partially explain the high incidence of problems concerning cultural adaptation that Brazilian companies face as a result of the challenge posed by the psychic distance.     

The family in the center of international assignments: a systematic review and future research agenda

Over the past 30 years, the number of studies investigating the family interface of international assignments has risen substantially. While alternative forms of international assignments have been gaining importance, this article focuses specifically on the family interface of traditional organization assigned expatriation as the most prominent and most researched form of global work. Thus far, research has investigated a broad array of topics ranging from the family’s willingness to relocate over family adjustment to work-family balance and utilized a large variety of theoretical foundations. Given this variety in the literature, the field is fragmented and lacks a consistent theoretical argumentation. As a first step to provide some organization, we synthesize the family expatriation literature by developing a comprehensive multi-level framework of the determinants and dimensions of family outcomes. To achieve this objective, we critically assess publications between 1985 and 2017 in peer-viewed international journals, examine theoretical foundations and review the extant literature based on our framework. With this we uncover similarities and inconsistencies in the field, which allows us to deduce an agenda for future research and offer recommendations for practice.     

Cosmopolitan career choices: a cross-cultural study of job candidates' expatriation willingness

Cosmopolitanism, i.e. openness to divergent cultural experiences, has become a desired characteristic of today's global managers. This study investigates the antecedents of cosmopolitanism and expatriation willingness as a final outcome. The results of surveys in Germany and South Korea demonstrate that cosmopolitanism is a strong predictor of job candidates' expatriation willingness. However, there are some differences in the antecedents of cosmopolitanism between the respondents from the two countries. Living and travelling abroad increase cosmopolitanism for Germans, whereas they have no effect on Koreans. For Germans, cosmopolitanism mediates the relationship between various international exposure variables and expatriation willingness. Explanations and practical implications are provided.     

Expatriate adjustment as a multifaceted phenomenon: individual and organizational level predictors

A conceptual model is proposed that identifies critical antecedents of expatriate adjustment. Adjustment is conceptualized as the degree of fit between the expatriate manager and the environment, both work and socio-cultural. Adjustment is marked by both reduced conflict and increased effectiveness. As a multidimensional phenomenon, expatriate adjustment can be identified in psychological, socio-cultural and work domains. The model predicts that psychological and socio-cultural adjustment are the most immediate predictors of work adjustment. In this paper, it is asserted that the success of the expatriation process depends not only on the expatriate manager's competencies and skills, but also on organizational (both parent-company and local-unit) support and assistance prior to and during the assignment. Various international human resource management models are utilized to examine the organizational level antecedents of expatriate adjustment. Managerial resourcefulness, acculturation attitudes, personality dimensions and coping strategies are discussed in relation to individual predictors, whereas MNCs' international structure, value orientation, organizational life-cycle, diversity training, strategic planning and socialization are proposed as organizational predictors of expatriate adjustment.     

The changing nature of expatriation: exploring cross-cultural adaptation through narrativity

This paper describes an exploratory research study to develop a typology showing the diversity of expatriation from the viewpoint of cross-cultural adaptation. The study draws on a narrative approach and concentrates on not-for-profit organizations, which have been overlooked in prior research. We conducted 30 in-depth interviews in an Israeli-Palestinian context for the study. Based on a narrative analysis of these we defined four types of expatriates: global careerists; balanced experts; idealizers; and drifters. The study indicates that cross-cultural adaptation does not necessarily require deep involvement or communication with the host society, as has traditionally been assumed in the literature. Cross-cultural adaptation does, however, require a focus which the expatriate can find meaningful in the long run. Three such focuses were identified: career advancement; local host community; and ideology. Our results suggest that the definition of expatriation needs to be expanded to cover the heterogeneity of expatriates.     

Linking operation mode diversity and IHRM

Currently, the international human resource management literature concentrates on expatriation, with an emphasis on subsidiaries which are established and operating. As such, there has been considerable work on the process of expatriation - particularly on selection, pre-departure training, on-assignment support and repatriation - and the role played by expatriates in subsidiary operations. However, international business activities are far broader, and market entry and development is typically an extended process with many operation forms involved, often in combination. It is therefore important that IHRM issues be placed into this wider context. This article examines the use of personnel in a wide array of roles connected with market entry and development, including non-expatriate arrangements.     

Perceived organizational support and expatriate performance: understanding a mediated model

What are the mechanisms by which multinational corporations (MNCs) can facilitate the effective performance of their expatriate staff in foreign countries? There is a substantial literature on expatriation, yet few studies have addressed how perceived organizational support (POS) may impact upon expatriates' work adjustment and affective commitment, and then on their job performance. We use data on 118 expatriates working at the German subsidiaries of Japanese MNCs, and demonstrate that career POS has a direct positive influence on work adjustment and affective commitment. Our results indicate that work adjustment fully mediated the relationship between career POS and task performance. We further discovered that both work adjustment and affective commitment play a pivotal role in mediating the impact of career POS on contextual performance. We discuss the practical implications of these findings and provide suggestions for future research.     

A theory-based framework for strategic global human resource staffing policies and practices

As multinational enterprises increasingly globalize their operations, managing international human resources strategically becomes a critical factor contributing to overall organizational performance. The strategic management of international human resources has received extensive attention, focusing on staffing issues related to expatriate assignments. However, empirical findings indicate limited success of expatriation as an effective method for managing the breadth of international human resource opportunities. As market opportunities increasingly shift to countries with high cultural distance from the parent organization and as organizations evolve their strategic orientation from multinational to global activities, it appears that an exclusive reliance on expatriation-based staffing will impede effective management of international human resources staffing. The objective of this article is to review and clarify a theory base that can support a range of international human resource staffing systems that might be implemented in a global environment. This discussion uses the combined perspective of agency and expectancy theories and discusses conditions under which specific strategic staffing choices might be most effective.     

Towards an understanding of the female expatriate experience in Europe

The increased participation of women in the workforce has been one of the major changes in the structuring of the labour force in recent years, and it is anticipated that this trend will continue. Despite growing numbers of women in senior domestic management roles, the participation rates of women in international management remains low across the globe. In Europe, international management has generally been a masculine preserve. Much of our knowledge of female expatriation comes from North America and is based on the experiences of female managers working for North American MNCs. This article builds on that base of understanding but highlights a growing stream of research into female expatriation in Europe, which remains largely “invisible” to specialists outside Europe. Given the paucity of empirical research in this area in general and the need for a more international understanding of the phenomena which can arise from examining different contexts, the article suggests that researchers outside Europe may find useful insights in this paper which pulls together and summarises what we know from the existing research on female expatriates in Europe and offers some avenues for future research.     

The ‘expat factor’: the influence of working time on women's decisions to undertake international assignments in the oil and gas industry

This article examines the effect of working time on women's willingness to go on expatriate assignments in the oil and gas exploration and production sector. The research draws upon an analysis of two case study firms' international assignment and working time policies, semi-structured interviews with 14 human resource staff responsible for policy design and implementation, and a survey of the views of 71 women expatriates, supported by in-depth interviews with 26 of the survey respondents. The research identifies an ‘expat factor’: assignees state that long hours are inherent in expatriation and necessary to further their careers. However, in practice, working time is not excessive and flexible working practices are utilised. Hours of work have little effect on women's decisions to undertake long-term assignments but alternatives such as short-term and commuter assignments are unpopular as their working patterns are disruptive to family life. This article contributes to theory development by linking two discrete frameworks that explain women's career choices when they strive to balance their career goals with their families and by identifying a career compromise threshold when expatriation is rejected in favour of family considerations. A model is proposed to link working time/patterns to women's international assignment participation.     

The role of HR managers in international mergers and acquisitions: a multiple case study

The article departs from the existing research treatment of expatriation as an individual-level phenomenon, and looks at the expatriation of work teams. We examine the performance management of expatriate teams brought in from 17 independent organizations to work on a new-product development project. We find that the teams faced diverse stakeholder expectations and that these stakeholders' expectations were a source of tension for the teams. The teams responded by adopting performance management strategies that tended to prioritize their respective home organizations' expectations. We discuss the vulnerability of contextual performance and the relative insignificance of national cultural differences in this expatriation context. We propose practical considerations and an agenda for further international human resource management (IHRM) research on expatriate teams.     

An Eastern and SME version of expatriate management: an empirical study of small and medium enterprises in Taiwan

This study, different from previous ‘individual level’ research, explored ‘company-level’ expatriate training, expatriation policies and the perceived willingness on the part of expatriates to take on an enhanced role in organizational performance. Based on data from 254 Taiwanese SMEs with foreign investments, an Eastern and SME version of expatriate management is presented. The most significant predictors of expatriate premature return and company sales are the ‘number of expatriates’ and ‘ratio of expatriates with managerial positions’. Companies that have a greater percentage of expatriates with spousal accompaniment experience more premature return while insufficient training explains lower company sales. Insights regarding regional expatriate differences and methodological implications are also elaborated.