Validating the Short Work Humor Styles Questionnaire
Validating the Short Work Humor Styles Questionnaire
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1 Introduction
The many consequences of humor in everyday intrapsychic and interpersonal
processes concern private as well as work life. Humor affects well-being (Guenter
et al. 2013; Martin et al. 2003), and plays an important role in leadership (e. g. Tang
2008), negotiations (e. g. Vuorela 2005), and instruction (e. g. Field 2009). As part
of daily communication, humor or the ability to amuse oneself (Martin 2007;
Simpson and Weiner 1989) is integral in work relationships.
Already Kahn (1989) suggested the use of humor for organizational diagnosis
and change – the latter being a constant endeavour of most organizations nowa-
days. Conceptual papers address the influence of humor on leadership, commu-
nication, organizational culture, staff persuasion and motivation (Romero and
Cruthirds 2006; Wood et al. 2011), as well as team climate (Robert and Wilbanks
2012). Recent empirical evidence supports the importance of humor (styles) at
work for stress, satisfaction with co-workers, team cooperation, organizational
commitment, job satisfaction (Cann et al. 2014; Romero and Arendt 2011), and
leader-follower relationships (Pundt and Herrmann 2015; Robert et al. 2016; Wisse
and Rietzschel 2014). The diverse functions of humor in organizations (e. g. cop-
ing, reframing, communicating, expressing hostility, constructing identities) could
make its conscious use an effective human resource tool (Kahn 1989) at several
organizational levels (individual, team, organizational and environment; Dikkers
et al. 2012). Also, the use of humor seems to differ between private and work
contexts: While generally self-defeating humor has lower frequencies as compared
to aggressive humor (e. g. Leist and Müller 2012), in the work context the order is
often reversed (e. g. Robert et al. 2016). Thus, the relevance for scrutinizing humor
in the workplace is undeniable, and the positive and negative humor styles with
their different functions seem ideal for such an undertaking. However, the ade-
quate way to measure humor in the workplace has yet to be further developed.
The Questionnaire of Occupational Humorous Coping (QOHC, Doosje et al.
2010) is one of the few scales to focus on workplace humor. However, humor may
be used for more purposes than coping (e. g. to enhance social interactions).
Although the Humor Styles Questionnaire (HSQ, Martin et al. 2003) includes
functional and dysfunctional characteristics of humor, it assesses humor styles
in general across life domains and not specifically in the work context.
Furthermore, the HSQ is comparatively long (32 items) for use in field research.
The Humor Climate Questionnaire (HCQ), recently introduced by Cann et al.
(2014), covers employees’ perceptions of the role of humor in the workplace
with four factors and is based in part on the HSQ. Whereas the HSQ has a clear
focus on a person’s own use of humor, the HCQ shifts between perceptions of
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Short work-related Humor Styles Questionnaire 441
coworkers’ and supervisors’ use of humor and a person’s own humor as a group
member. The positive factor of the HCQ confounds the two distinct factors of the
HSQ (affiliative, self-enhancing), and the negative factor represents aggressive
humor while not adopting the self-defeating style of the HSQ. The factor of
outgroup humor operationalizes only management as outgroup, whereas the
fourth factor (i. e., supervisor support) is reverse coded and actually represents
supervisors’ nonapproval of humor in the workplace. Thus, its measurement still
lacks an adequate approach. It seems worthwhile to lean on the HSQ for the
assessment of humor at work as it seems to provide a solid basis and has often
been used in the work context (Mesmer-Magnus et al. 2012).
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442 Tabea Scheel et al.
(e. g. self-esteem, optimism) and (negatively so) with depression and anxiety
scales, the negative, self-defeating style showed the opposite pattern. The aggres-
sive style was unrelated to well-being, anxiety, depression etc., but positively
related to hostility and aggression. Leist and Müller (2012) found comparable
reliabilities and validity of the complete 32-item German version of the HSQ.
Humor alters cognitive appraisal processes (Kuiper et al. 1993) like positive
reframing (see Lefcourt and Thomas 1998), is linked to greater perceptions of
control over life events, and to lower levels of stress (e. g. Cann et al. 2000; Cann
et al. 2010; Kuiper et al. 1993). Thus, coping humor was found to buffer the
effects of traumatic stressors on burnout and posttraumatic stress disorder in
firefighters (Sliter et al. 2014). Self-enhancing humor helps people attain distance
from problems in stressful situations (Martin et al. 2003) and acts as a coping
strategy and emotion regulator. Affiliative humor describes a person’s tendency
to facilitate relationships by telling jokes and engaging in funny banter (Lefcourt
2001, cf. Martin et al. 2003). Accordingly, both styles are positively associated
with resilience, social competence, interpersonal adaptation, work engagement,
and emotional well-being (Guenter et al. 2013; Martin et al. 2003; Veselka et al.
2010; Yip and Martin 2006), thus providing an adaptive function in work con-
texts. Aggressive humor stands for irony, sarcasm, teasing, and mockery as well
as sexist and racist humor. As such, it is associated with manipulating or
belittling others (Janes and Olsen 2000). People who tell funny anecdotes or
do funny things at their own expense in order to gain the appreciation of others
use self-defeating humor (Martin et al. 2003). These styles are maladaptive in the
workplace, as humor at one’s own or others’ expense jeopardizes social relation-
ships and self-worth. Both negative styles are positively related to emotional
exhaustion (Guenter et al. 2013) and negatively related to resilience and social
competence (Yip and Martin 2006).
All four humor styles can occur at work, and they have unique and some-
times ambiguous effects. In a recent meta-analysis, the positive humor styles
were found to be positively related to work-related performance, health, coping
effectivity, and job satisfaction and negatively related to burnout and stress
(Mesmer-Magnus et al. 2012). The meta-analysis did not include negative styles.
In general, aggressive and self-defeating humor showed associations with hos-
tility, aggression, subclinical psychopathy, and Machiavellianism whereas self-
defeating humor solely showed associations with depression, anxiety, and low
self-esteem (Martin et al. 2003; Veselka et al. 2010). Recent studies in work
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446 Tabea Scheel et al.
H3: Both positive humor styles will be significantly negatively associated and
both negative humor styles will be significantly positively associated with
cognitive and affective irritation.
H4: Affiliative and self-enhancing humor styles will be significantly positively
associated and the self-defeating and aggressive humor styles will be signifi-
cantly negatively associated with job satisfaction.
2 Study 1
2.1 Method
The aim of Study 1 was to adapt the HSQ items to a work-related environment in
order to select items for the short scale.
2.1.1 Sample
We conducted a study with 264 German and Austrian Master-level students, the
majority of whom worked in addition to studying. Participants had a mean age
of M = 25.51 years (SD = 4.25) and 184 (70 %) were women (Table 1). The majority
(n = 169, 64 %) answered the questions with respect to their job, 95 (36 %)
answered with regard to their studies.
Table 1: Descriptive statistics and correlations in the student sample (Study 1).
M (SD)
Note: N = 264. Pearson correlations, two-sided. Reliabilities (Cronbach’s α) are on the diagonal
in parentheses. H = short form of the work-related Humor Styles.
*p ≤ 0.05. **p ≤ 0.01.
2.1.2 Measures
Humor styles were measured with the 32 HSQ items (Martin et al. 2003) that
were adapted to the work context. The expression at work was added where
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Short work-related Humor Styles Questionnaire 447
appropriate, and the terms family, friends, and so forth were replaced by my
colleagues. For sample items see Table 3 (right column). Participants were
asked to indicate the degree to which the statements applied to them on a
5-point Likert scale ranging from 1 = not at all to 5 = completely. While the
original HSQ uses a 7-point scale, we chose a simpler response scale according
to the common practice in work and organizational psychology research – the
area the swHSQ is meant for. For example, important scales for job character-
istics use 5-point Likert scales (e. g. Instrument for stress-related job analysis,
Semmer et al. 1999, Work Design Questionnaire, Morgeson and Humphrey
2006). Additionally, 5-point and 7-point scales have been found to be compar-
able (e. g. Dawes 2008).
Optimism was assessed with the three items from the Revised Life
Orientation Test (LOT-R, Scheier et al. 1994) that were not negatively worded.
A sample item is “I’m always optimistic about my future.” The ratings were
obtained with a Likert-scale format asking the degree to which the statements
applied to them ranging from 1 = does not apply at all to 5 = applies completely.
The reliability of the scale was α = 0.82.
Several control variables were included in order to rule out alternative
explanations. Age was included as a continuous variable. Sex was included as
a dichotomous variable (1 = female, 2 = male). Students had to indicate whether
they were answering the questions with regard to a job or to their studies
(1 = job, 2 = studies).
2.1.3 Analyses
The humor scales were analyzed using a principal factor analysis (PFA) with a
Varimax rotation, and item and scale analyses were conducted. Construct valid-
ity was analyzed using stepwise regression. Step 1 (not displayed) includes
control variables and step 2 adds the humor styles.
2.1.4 Procedure
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448 Tabea Scheel et al.
2.2 Results
PFA with the work-related HSQ items were used as a basis for item selection. The
criteria for including items on the desired short scale were a clear factor loading
(i. e., ≥ 0.50) with no substantial cross-loadings (i. e., ≤ 0.30) on other factors,
reliability concerns, as well as a consideration of the appropriateness for the
work context and the specific item content. That is, items covering slightly
different aspects of the respective style were given preference over items cover-
ing precisely the same aspect as another included item. Also, negatively coded
items were usually excluded due to their potential impairment of the psycho-
metric properties of the scale (e. g. Dalal and Carter 2014). Furthermore, posi-
tively and negatively worded items do not measure the same construct (Dalal
and Carter 2014).
The initial solution showed nine factors with Eigenvalues greater than 1.0,
but the screeplot and the percentage of explained variance (below 5 %) for five
factors suggested a four-factor solution. In a subsequent forced four-factor
solution all items loaded highest on their intended factor (i. e., humor style),
and only four of the 32 items had substantial cross-loadings. Whereas none of
the selected items had substantial cross-loadings, only the three final items of
the self-defeating humor style subscale had the highest loadings. None of the
three were negatively worded. The three items selected for the self-enhancing
subscale were the two items with the highest loadings and the item with the
fourth-highest loading because the item with the third-highest loading was
excluded due to negative wording. The three items selected for the affiliative
subscale were mainly based on item-content considerations; thus, for the three
chosen items, out of the two higher loading items, one was negatively worded,
and the third item was not amongst the highest loading items overall. The two
items with the highest loadings (one negatively worded) were selected for the
aggressive humor subscale. Due to reliability issues, two additional items were
included. Thus, according to the criteria described above, 13 items were chosen
to be included in Study 2. However, in order to facilitate a comparison to and an
understanding of Study 2, the analyses presented in the following section refer
to the 12 final items.
The reliabilities ranged from α = 0.58 for the aggressive subscale to α = 0.75
for self-enhancing humor (Table 1).
Women had significantly lower ratings of the other-directed humor styles than
men (affiliative: M = 3.92, SD = 0.66 vs. M = 4.11, SD = 0.59, t/260 = 2.160, p < 0.05;
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Short work-related Humor Styles Questionnaire 449
aggressive: M = 1.81, SD = 0.65 vs. M = 2.25, SD = 0.78, t/260 = 4.702, p < 0.01).
Students with jobs had significantly lower ratings of the negative humor styles
than those without jobs (self-defeating: M = 2.18, SD = 0.77 vs. M = 2.43, SD = 0.79,
t/262 = –2.464, p < 0.05; aggressive: M = 1.84, SD = 0.68 vs. M = 2.10, SD = 0.77,
t/262 = –2.847, p < 0.01).
3 Study 2
3.1 Method
Study 2 was conducted to validate and test the selected items from Study 1.
Additionally, we present test-retest reliabilities.
3.1.1 Sample
The study was conducted with German and Austrian knowledge workers. Tax
accountants and other professional employees (e. g. accounting clerks) were
eligible to participate. The final sample consisted of 392 professionals with
complete answers to the humor styles questions. Data from 307 Austrian
(78 %) and 84 (21 %) German professionals were included; one professional did
not indicate his/her home country. Participants were on average 42.23
(SD = 11.32) years old and 190 were women (53 %; Table 5). More than half
(52 %) of the participants (n = 201) were the owners of the tax accounting offices.
From a second wave of measurement 1 year later, we were able to match
responses for 94 respondents for testing test-retest reliability.
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Table 2: Regression analyses in which humor styles predicted outcomes (Three studies).
450
Age . .*** −. . . . −. −. −.
Tenure −.* −. . −. . . . .*
Sex . . −. −. . . −. −. .
Job −.
Tabea Scheel et al.
Note: Standardized regression coefficients (β). H = short form of the work-related Humor Styles.
a
Control variables (CV) Study 1: age, sex, job/study (1 = job, 2 = studies). Step 1 CV: R2 = 0.013 (optimism). bStudy 2: age, tenure, sex, country, owner
of chancellery (1 vs. 0 = not). Step 1 CV: R2 = 0.078 (occupational self-efficacy), R2 = 0.024/0.025 (cognitive/affective irritation), R2 = 0.043 (job
satisfaction). cStudy 3: age, tenure, sex, leadership position (1 vs. 0 = not), work hours. Step 1 CV: R2 = 0.065 (occupational self-efficacy), R2 = 0.012/
0.032 (cognitive/affective irritation), R2 = 0.090 (job satisfaction).
*p ≤ 0.05. **p ≤ 0.01. ***p ≤ 0.001.
3.1.2 Measures
Table 3: Items from the short work-related HSQ (swHSQ) and factor loadings (Study 2 and 3).
Study Study
Affiliative humor
. I don´t have to work very hard at making my colleagues laugh – I seem to be a . .
naturally humorous person. []a
. I enjoy making my colleagues laugh. [] . .
.I can usually think of witty things to say when I´m with my colleagues. [R]c . .
% Variance (Factor ) . .
Self-Enhancing humor
. If I am feeling depressed at work, I can usually cheer myself up with humor. [] . .
. If I am feeling upset or unhappy at work, I usually try to think of something funny . .
about the situation to make myself feel better. []
. If I´m at work and I´m feeling unhappy, I make an effort to think of something funny . .
to cheer myself up. []
% Variance (Factor ) . .
Aggressive humor
. If someone makes a mistake at work, I will often tease them about it. [] . .
. If I don´t like someone at work, I often use humor or teasing to put them down. [] . .
. If something is really funny to me at work, I will laugh or joke about it even if . .
someone will be offended. [R]c
% Variance (Factor ) . .
Self-defeating humor
. I will often get carried away in putting myself down if it makes my colleagues . .
laugh. []
. I often try to make my colleagues like or accept me more by saying something funny . .
about my own weaknesses, blunders, or faults. []
. Letting others laugh at me is my way of keeping my colleagues in good spirits. [] . .
% Variance (Factor ) . .
Note: R = Recoded; Scale anchors: 1 = not at all to 5 = completely. German language versions
(Studies 1 and 2) are available from the authors.
a
Original item number (Martin et al. 2003) in square brackets.
b
Extraction method: Principal factor analysis. Rotation method: Varimax with Kaiser normal-
ization. The rotation converged in six iterations. Tables of complete factor loadings for all
studies are available from the authors.
c
Not recoded, in contrast to original.
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452 Tabea Scheel et al.
aggressive humor item (Table 3). Subscale reliabilities ranged from α = 0.62 to
α = 0.82 (Table 5).
Occupational self-efficacy was measured with three of the six items from
the short version of the respective scale by Rigotti et al. (2008); for example,
“I can remain calm when facing difficulties in my job because I can rely on my
abilities.” Item ratings were obtained in a Likert-scale format ranging from
1 = not at all to 7 = completely. The scale reliability was α = 0.82.
Irritation was assessed with the eight items from the Irritation Scale by
Mohr et al. (2006). Five items captured affective irritation (e. g. nervousness), a
sample item being “I get grumpy when others approach me.” Three items
covered cognitive irritation; for example, “I have difficulty relaxing after
work.” Participants were asked to rate each item on a Likert scale ranging
from 1 = not at all to 7 = completely. The Cronbach’s alphas were 0.89 for cogni-
tive and 0.87 for affective irritation.
A single item asked for overall job satisfaction, which had to be rated by
means of seven faces displaying expressions from very negative to very positive
feelings (Kunin 1955). Single items are commonly used, acceptable and compar-
able to composite measures of job satisfaction (Wanous et al. 1997).
Control variables. Age and tenure were assessed continuously. Sex (1 = female,
2 = male), country (1 = Austria, 2 = Germany), and ownership (1 = owner, 2 = employee)
were measured dichotomously.
3.1.3 Analyses
3.1.4 Procedure
The Austrian Chamber for Tax Consultants provided access to those members’ email
addresses who consented to receiving emails from third parties. About 2,000
emails, personally addressing the tax accountants with informational text and a
link to the German online questionnaire, were sent (twice). In Germany, all regional
chambers of tax consultants were informed about the study via a letter and an
email. In addition, the German Federation of Chambers of Tax Consultants recom-
mended study participation to the regional chambers. Subsequently, several regio-
nal chambers published an informational text in their newsletters and/or on their
webpages. The larger project included other highly relevant aspects to the tax
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3.2 Results
Two items from Study 1 were negatively worded (as in the original scale by Martin
et al., 2003) and were reformulated for Study 2 (Items 9 and 11). Whereas the initial
solution of the PFA (13 items) produced three factors with Eigenvalues greater than
1.0, the screeplot and the percentage of explained variance supported a (forced)
four-factor structure (fourth factor: Eigenvalue 0.967, 7.4 % variance explanation).
One of the aggressive humor items showed a severe cross-loading with the affilia-
tive subscale and was excluded. A PFA with the 12 final items showed a total
explained variance of 66 % for four factors (Table 3). The factor loadings ranged
from 0.57 to 0.83. The cross-loadings for Items 2 (self-enhancing) and 12 (self-
defeating) were above 0.30, but they were at least 0.20 smaller than the loadings
on their intended factors. Also, excluding those items would have led to reduced
reliabilities in their respective subscales; thus, both items were retained.
After imputation of (randomly) missing data (in six cases) by the expectation-
maximization (EM) algorithm, we examined the discriminant validity of the four
subscales by conducting a CFA with a maximum likelihood estimation (Table 4).
The Chi-square coefficient revealed that the four-factor model fit the humor-style
data better than the one-factor model, the two-factor model (i. e., one positive and
one negative style), or the three-factor model (i. e., one positive vs. the two negative
styles). These results were also corroborated by using the Chi-square value relative
to its degrees of freedom, with a ratio of 2 taken as an indicator of good fit (Arbuckle
and Wothke 1999). For the four-factor model, χ2/df was 2.95. This four-factor model
also showed a Tucker-Lewis Index (TLI = 0.91) and a Comparative Fit Index
(CFI = 0.94) above the recommended standard of 0.90 as well as the lowest
Akaike Information Criterion (AIC) of all tested models. Finally, the four-factor
model showed a low Root Mean Square Error of Approximation (RMSEA = 0.071)
close to the cutoff value of .06 (Hu and Bentler 1999) respectively below the cutoff
value for fair fit of .08 (e. g. MacCallum et al. 2001).
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454 Tabea Scheel et al.
Table 4: Confirmatory factor analysis: comparison of alternative factor structures for the swHSQ
(Studies 2/3).
Study
One-factor . – . . . . .
Two-factor . . . . . . .
Three-factor . . . . . . .
Four-factor . . . . . . .
Study
One-factor . – . . . . .
Two-factor . . . . . . .
Three-factor . . . . . . .
Four-factor . . . . . . .
The reliabilities of the four subscales were acceptable, except for the aggressive
subscale (α = 0.62, Table 5). These results indicate four distinct humor-style factors
and thus support our proposition. The test-retest reliability one year later was
α = 0.77 for affiliative, α = 0.67 for self-enhancing, α = 0.63 for self-defeating and
α = 0.60 for aggressive humor (p < 0.001).
Women scored significantly lower in the negative humor styles as compared
to their male counterparts (aggressive: M = 1.40, SD = 0.46 vs. M = 1.57, SD = 0.54,
t/335 = –3.614, p < 0.01; self-defeating: M = 1.79, SD = 0.71 vs. M = 2.08, SD = 0.76,
t/372 = –3.736, p < 0.001). Owners scored significantly higher in the negative
humor styles as compared to their employee counterparts (aggressive: M = 1.54,
SD = 0.53 vs. M = 1.42, SD = 0.47, t/385 = 2.300, p < 0.05; self-defeating: M = 2.02,
SD = 0.72 vs. M = 1.80, SD = 0.74, t/387 = 3.089, p < 0.01). Austrians scored higher
in the positive humor styles as compared to their German counterparts (self-
enhancing: M = 2.84, SD = 0.81 vs. M = 2.58, SD = 0.86, t/386 = 2.723, p < 0.05;
affiliative: M = 3.19, SD = 0.83 vs. M = 2.90, SD = 0.85, t/385 = 2.924, p < 0.01).
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Table 5: Descriptive statistics and correlations in the German-speaking sample (Study 2) and in the English-speaking sample (Study 3).
M (SD)
Study Study
. Age . . .** −. −. .* . .** . . .
(.) (.)
. Tenure . . .** −. −. . . .* . . .
(.) (.)
. Work hours – . −. .**
(.)
. H self-enhancing . . . . .** (.)/ .** .** .** . −.* −.* .*
(.) (.) (.)
. H affiliative . . −. . .** .** (.)/ .** .** .* −. −.* .
(.) (.) (.)
. H aggressive . . −.* −. . .** .** (.)/ .** . . .* −.
(.) (.) (.)
. H self-defeating . . −. . . .** .** .** (.)/ −.** .* .** −.
(.) (.) (.)
. Occ. self-efficacy . . . .* .** .** .** –. . (.)/ −.** −.** .**
(.) (.) (.)
. Irritation, cognitive . . −. −. −. −.** −.** . . −.** (.)/ .** −.**
(.) (.) (.)
. Irritation, affective . . −. −. −.* −.** −.* .** . −.** .** (.)/ −.**
(.) (.) (.)
. Job satisfaction . . . .** .** .** .** −. . .** −.** −.**
Short work-related Humor Styles Questionnaire
(.) (.)
Note: Study 3: in the lower-left part of the table. N = 274–286. Study 2: in the upper-right part of the table. N = 351–392. Pearson correlations, two-
4 Study 3
4.1 Method
In order to validate and test the English version of the short scale, a study was
conducted via the crowdsourcing service Amazons’ Mechanical Turk (AMT, e. g.
Mason and Suri 2012) to gather a sample from the U.S.
4.1.1 Sample
Participants were on average 34.89 (SD = 11.12) years old and 114 were female
(40.4 %; Table 5). One third (n = 93) of the participants (33 %) held leadership
responsibility.
4.1.2 Measures
The 12 final humor styles items from Study 2 were included in the questionnaire.
The reliabilities of the four subscales were acceptable (α = 0.71 to α = 0.86).
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4.1.3 Analyses
4.1.4 Procedure
Two HITs (Human Intelligence Tasks) with 150 and 165 assignments, respectively,
were created and published in AMT. The HITs led to an external webserver.
Restrictions for participation were a minimum age of 18 years and a job of at least
20 hr per week. Workers were offered $1 for an estimated 25-min survey. With a final
duration of 12 min and an hourly wage of $4.84 on average, the HIT was attractive.
For quality control, a screening question in an open format had to be answered by
participants, asking for a humorous situation they had experienced in their job (or,
alternatively, an idea why they had never experienced one). From initially 318
participants, 32 were excluded due to missing data. Overall, data from 286 partici-
pants were complete and eligible for inclusion in the analyses.
4.2 Results
Whereas the initial solution of the PFA produced two factors with Eigenvalues
greater than 1.0, the screeplot and the percentage of explained variance sup-
ported a four-factor structure. The subsequent forced four-factor structure
yielded a cumulative explained variance of 73 % as well as Eigenvalues of
0.951 and 0.801 and 7.9 % and 6.7 % variance explained by the third and fourth
factors, respectively (Table 3). All items had their highest loadings on their
intended factors, ranging from 0.72 to 0.88. Cross-loadings for Items 1 and 5
(affiliative) and Item 4 (self-defeating) were above 0.30, but these cross-loadings
were at least 0.20 smaller than the loadings on their intended factors. Taking
reliability concerns into account, these items were retained.
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5 Discussion
The swHSQ seems to reliably and efficiently assess four distinct but not inde-
pendent humor styles that demonstrated unique relations with work-related
correlates and outcomes. Only the aggressive humor subscale showed a margin-
ally satisfactory reliability in the German-speaking samples. The results were
comparable to findings for the HSQ (Martin et al. 2003). Thus, affiliative and self-
enhancing humor showed higher correlations with each other than with aggres-
sive or self-defeating humor, and the negative styles were more highly correlated
with each other than with either of the positive styles. The intercorrelations were
slightly higher than those found by Martin et al. (2003; r = 0.33 to 0.36 for
positive, r = 0.22 to 0.23, p < 0.001 for negative styles).
The order of the means of the subscales in the three studies corresponded to
Martin et al. (2003), with higher ratings for the positive styles compared with the
negative styles. Only the order of the negative styles was reversed in all three
samples, with aggressive humor showing the lowest mean. Aggressive humor
may be rated lower for the work context (a) due to strong social desirability for a
respectively low rating, (b) because it seems less appropriate in the work con-
text, or (c) because its incidence is lower. The fact that students who answered
the humor questions with regard to their work scored lower on aggressive humor
(as well as on self-defeating humor) compared with the students who answered
with regard to their studies (Study 1) speaks for a lower prevalence of negative
styles in the work context. The role of aggressive humor in a private context
seems to differ from its role in a work context. The ambiguous message of
aggressive humor may be easier to interpret in a relationship with a well-
known person, and teasing may be more acceptable.
The fact that Austrian tax accountants showed higher positive humor than
German professionals (Study 2) may indicate a more “serious work culture” in
Germany than in Austria. With regard to cultural values, Germany tends to score
higher in pragmatism and lower in indulgence in comparison with Austria
(Hofstede 2001).
Evidence for the validity of the swHSQ was provided by four outcomes. The
humor styles incrementally explained between three and 24 % of the variance in
the outcomes, with higher variance explanations in the English-speaking as
compared with the German-speaking sample. The positive styles were positively
related to optimism, occupational self-efficacy, and the self-enhancing style to
affective irritation and (in the U.S. sample) to job satisfaction. Affiliative humor
and (only in the German-speaking sample) self-enhancing humor were nega-
tively related to affective irritation, while the positive styles did not relate to
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460 Tabea Scheel et al.
cognitive irritation. Thus, the patterns slightly differed between both samples:
Self-defeating humor showed positive relations with irritation in the German-
speaking sample, however, it showed no significant relations with any of the
outcomes in the English-speaking sample. Aggressive humor did not demon-
strate substantial relations in the German-speaking sample. However, aggressive
humor was significantly related to occupational self-efficacy and irritation in the
English-speaking sample. These findings may be based on cultural differences in
the use of humor. For example, Romero and Arendt (2011) reported similar
results with aggressive but not self-defeating humor styles related to important
work outcomes of American employees. Overall, these findings support their
categorization as adaptive and maladaptive styles.
A main strength of this adaptation and validation was the use of three distinct
samples, each with a sufficient sample size. Validating the scale in German and
English samples proved to be essential for a more in-depth understanding. The
stepwise approach of first adapting all items to the work context and subse-
quently shortening the subscales is worth mentioning. Also, testing all four
styles simultaneously in the regressions is stricter than examining bivariate
correlations with outcomes like Martin et al. (2003) did. Test-retest reliability
was analyzed with a time lag of 1 year, but should be retested after 1 week in
order to be strictly comparable with Martin et al. (2003). Also, convergent
validity (self- versus peer-ratings) remains to be tested.
The main limitations of the studies were the one-source, self-report, cross-
sectional nature.
The swHSQ was intended to be validated for use as a self-report measure and
to be comparable to the studies by Martin et al. (2003), thus making the use of self-
reports inevitable and the cross-sectional design adequate. However, no causal
inferences can be made with regard to humor styles’ impact on the outcomes.
Conducting research via AMT entails a lack of environmental control.
Inserting open-screening questions and replicating well-known findings from
earlier paper-pencil research ensures data quality (Crump et al. 2013). For
instance, our results as well as Martin and colleagues’ (2003) indicate higher
aggressive humor for males.
Whereas the order and interrelations of the four styles may be generalizable
across professions, research on their role needs to be extended for different
occupations and other work-related outcomes (e. g. performance). The swHSQ is
intended to cover humor styles at work in an efficient way – though creating a short
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Short work-related Humor Styles Questionnaire 461
scale of the (general) HSQ is recommendable, this was beyond our scope (e. g.
sampling family/friends). However, our first study (conducted for scale reduction)
could serve as a basis for this attempt, providing rationales for item selection.
5.2 Implications
Future research should test the swHSQ for equivalence across different languages
in additional comparable samples. Tests of other outcomes are desirable (e. g.
interpersonal outcomes). Given the diverging relevance of the negative styles in
the U.S. as compared with Germany and Austria, more research in different
cultures is needed in order to judge real differences in the roles that humor
might play at work. Studies on general use of humor based on Hofstedes’ (1980)
cultural dimensions (mainly power distance, collectivism, masculinity) found Arabs
(Egyptian, Lebanese) were lower on self-directed (-enhancing/ -defeating) humor
than Americans (mostly Hispanics; Kalliny et al. 2006). Chinese (compared to
Canadian students, Chen and Martin 2007) were lower on all four styles.
Similarly, Taher et al. (2008) report that in (collectivistic) cultures with interdepen-
dent self-construal self-defeating humor is less maladaptive and the relation
between humor styles and well-being are not as strong as in (individualistic)
cultures with independent self-construal. Especially aggressive humor seems to
differ in prevalence and meaning (Chen and Martin 2007; Taher et al. 2008).
The rating and reliability of the aggressive style in the German samples was
low, suggesting a differentiation into aggressive and mildly aggressive humor
(see Romero and Cruthirds 2006). Whereas aggressive humor is used to victimize
or ridicule others (Janes and Olsen 2000), mildly aggressive humor comprises
teasing and other soft forms of behavior-corrective attempts. Hence, both styles
might differ in their functions at the workplace, and it is therefore necessary to
measure both of them.
An organizational culture is created by all members of an organization and
their specific humor styles. Especially supervisors and members of the manage-
ment are role models for the adequate use of humor in a given organization.
Thus, raising awareness for the adaptive and maladaptive functions of humor
can provide a first important step towards effective use.
5.3 Conclusion
The swHSQ seems to be an efficient and reliable measurement tool for assessing
humor in the workplace, though future studies need to further test it. Given the
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462 Tabea Scheel et al.
associations of humor styles with occupational self-efficacy, irritation, and job satis-
faction, accounting for positive and negative humor styles in the workplace seems
highly indicated. Challenges like cross-national teamwork and global cooperation
may benefit from cross-cultural research on how humor styles function at work.
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Bionotes
Tabea Scheel
Tabea Scheel is currently interim professor at the University of Leipzig, Germany, where she also
received her PhD from. She worked as a postdoc researcher and lecturer at the University of Vienna,
Austria, the Humboldt Universitaet zu Berlin, the Free University of Berlin and the LMU Munich. Her
research focuses on the functions of humor at work. Tabea published work on human resource
management, error culture and psychological contracts.
Cornelia Gerdenitsch
Cornelia Gerdenitsch is a PhD candidate at the University of Vienna, Austria. Her research interests
are New Ways of Working, including Coworking Spaces and flexibility issues, as well as job demands
and resources.
Christian Korunka
Christian Korunka, PhD is full professor for Work & Organizational Psychology at the Department of
Applied Psychology the University of Vienna, Austria. He is author of many scientific articles dealing
with organizational change, quality of working life, and entrepreneurship. His current research
interests are new job demands and work stress.
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