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1 
Overwhelmed America: Why Don’t We Use Our Earned Leave? 
August 2014 
As prepared by: 
GfK Public Affairs & Corporate Communications 
July 2014
Table of Contents 
2 
3 - Research Objectives and Research Methodology 
4 - Research Objectives 
5 - Research Methodology 
6 - Executive Summary 
7 - Standout Data 
9 - Key Thematics 
12 - Detailed Findings 
13 - Context and Landscape 
27 - The Logistics and Reality of Taking Paid Time Off 
34 - Benefits of Taking Paid Time Off 
38 - Messages that Motivate Taking and Approving Paid Time Off 
41 - Senior Business Leader Findings
3 
Research Objectives and Research Methodology
Research Objectives 
GfK set out to answer the following questions: 
4 
Are employees fully aware of their organization’s leave policy, the total days of leave they have available and their days used at any 
given time? 
How does the understanding and utilization of earned leave differ among the C-suite, middle managers and front-line workers? 
How many of barriers exist in employees’ own mindsets? How do these affect decisions to use their earned leave? 
Are there any remaining vestiges of the Great Recession impacting employee leave – job security, high unemployment, workloads? 
When employees take their time, how do they use it? (e.g., sick days, vacation, family activities/travel, home improvement projects) 
What are the outcomes for workers? When and how often have they been promoted? What type of bonus, if any, have they received? 
Moreover, how do workers feel about their work-life balance, personal relationships, overall mood and outlook, health and wellness? 
Do top leadership and middle managers send consistent messages to their employees about using earned leave? 
Do these messages encourage workers to take time off? Do they recognize or perceive the signals they are sending? 
What actions could employers take to motivate employees to take time off? 
Do managers change the way they feel about their managers and direct reports subordinates when they take their earned leave? 
Does it change their own personal mix of responsibilities while they are gone?
Research Methodology 
5 
Part One: Focus Groups GfK conducted a series of two focus groups in Baltimore, Maryland. One group 
consisted of full time workers who are compensated with earned leave, and one 
consisted of group among managers, directors, and vice presidents who have 
direct reports who must get their permission to use their earned leave. 
Part Two: Survey GfK then conducted a survey of 1,303 American workers, age 18+, nationwide 
among those working 35 hours or more a week who receive paid time off (PTO) 
using GfK’s KnowledgePanel®, including 235 senior business leaders. The 
survey was conducted June 20-30, 2014. The data were weighted and scaled to 
reflect Current Population Survey figures. The margin of error for workers 
overall is +/-2.71%, and +/-6.39% for the senior business leader sample. These 
data were weighted and scaled to ensure that sample’s composition reflects that 
of the actual population of American adults working 35 hours a week or more.
6 
Executive Summary
Standout Data – What You Need to Know 
1. Importance of Taking PTO and PTO Policy Context 
7 
The importance of taking 
PTO is unquestioned among 
American workers, as there 
is near universal recognition 
of its significance. 
96% 
4% 
Lose it 
26% 
Don't 
know 
4% 
A quarter of 
workers say their 
companies have a 
“Use It or Lose It” 
PTO policy. 
Can roll over, 
bank or be 
paid out 
69% 
2. However, there are a host of barriers preventing workers from using their PTO. 
Four in ten workers are 
leaving their days of PTO 
unused. 
Easy 
Company controls it 
It’s not easy for 
nearly four in ten 
workers to take the 
PTO they have. 17% 
20% 
62% 
Neither easy nor 
difficult 
Difficult 
Over three in ten say that 
they are not the ones with 
ultimate control of their 
PTO. 
69% 
31% 
I control it 
Two-thirds of workers 
are receiving negative, 
mixed, or no messages 
13% 
about taking PTO from 
6% 
their company. 32% 
48% 
Neither encourages nor discourages taking PTO 
Sends mixed messages 
Discourages taking PTO 
Encourages taking PTO 
67% 
37%
Standout Data – What You Need to Know 
3. Additional Challenges Among Senior Business Leaders 
4. Strategies to Help Overcome the Obstacles 
8 
3% 
14% 
26% 24% 
14% 
19% 
Once a week Once or 
twice a 
month 
Once every 
quarter 
Two to three 
times a year 
Once a year Never 
One-third of senior business 
leaders never or only once a year 
communicate the merits of taking 
PTO to direct reports. 
33% 
Nearly three in ten senior 
business leaders refrain from 
characterizing approving PTO 
requests as easy. 8% 
20% 
72% 
Easy 
Neither 
easy nor 
Difficult 
28% 
1. Start the conversation. 2. “Use it or Lose it” policies are motivating. 
Eight in ten workers say that if 
their boss fully supported them 
and encouraged them to take 
their time they would be very or 
somewhat likely to take more of 
their PTO. 
Roughly five out of six workers who 
work at a company with a “Use It or 
Lose It” policy use ALL of the leave 
available to them. Only 48% of 
workers who can roll over, bank or 
be paid out for their unused time 
use all of their leave. 
“Use it or Lose it” Policy 
84% 
Can Roll Over, 
Bank or Be Paid 
Out Policy 
48% 
15% 
48% 
Use all Don’t use all Use all Don’t use all
Key Thematics 
There is a striking disconnect between the importance that workers place on taking PTO, and the ease with which they feel 
that they can take it. The central challenge is closing this gap. 
9 
• 96% of workers say that taking PTO is important (51% “extremely important”). 
• 37% refuse to characterize the process of taking PTO as “easy”. 
• Four in ten workers do not take all of their PTO each year. 
Corporate culture is a killer. Far too many employers do not encourage taking PTO (in policy and/or communications), and 
senior business leaders send mixed signals about the importance and benefit of taking PTO. 
• Only 32% of workers say that their employer encourages taking PTO. 
• 33% of senior business leaders either say nothing (19%) or only discuss the merits of taking PTO once a year 
(14%). 
• 28% of senior business leaders either say it is difficult (8%) or neither easy/difficult to approve PTO requests 
(20%). 
• Over one-third of senior business leaders either agree or neither agree/disagree that taking all of your PTO 
signals that workers are less dedicated (39%), less successful (35%), and less productive (38%). 
• 54% workers can roll over PTO, 19% can be paid out, and 10% can bank PTO. Only 26% have “Use It or Lose It” 
policies. Among this population, 84% use all of their PTO compared to 48% who use all among those who can roll 
it over, bank it, or be paid out.
Key Thematics (continued) 
The benefits of taking PTO are top-of-mind. The larger challenge is breaking down barriers to taking PTO. 
10 
• Top benefits identified by workers of taking PTO include relaxing/recharging (90% agree), engaging in fun activities (88%), 
and that PTO makes them a happier person (85%). The top motivators/messages for taking PTO are that it helps workers 
de-stress and avoid burning out (88% likely to take more PTO), gives workers a chance to reset and take a break from 
colleagues (84%), and that their boss fully supports their taking PTO (80%). 
• The top barriers to taking PTO are a “mountain of work” (40% difficult to take PTO), nobody else can do the work (35%), 
cannot afford it (33%), and taking time gets harder to do the higher up you go (33%). This is felt more acutely among senior 
business leaders. 
Workers who are happy with their jobs report an environment where bosses and co-workers encourage taking PTO; 
workers plan and coordinate PTO and people talk about their PTO experience when returning to work. 
• People coordinate with coworkers to have coworkers cover their responsibilities when taking paid time off: 71% for workers 
who are happy with their jobs versus 64% for those who are unhappy with their jobs. 
• After coming back to work, people talk about their experience and its benefits: 73% for happy workers versus 66% for 
unhappy workers . 
• Boss and co-workers encourage taking PTO (61% and 65% for happy workers, respectively, versus 32% and 52% for 
unhappy workers, respectively).
Key Thematics (continued) 
Workers who characterize taking PTO as “easy” rate higher on mood and outlook, job satisfaction, personal finances, 
professional success and personal relationships. 
11 
• Among workers who say that it is easy to take PTO: 87% are happy with their job (versus 74% for those who say it is difficult 
to take PTO); 90% are happy with their overall mood and outlook (versus 84%); 77% are happy with their personal financial 
situation (versus 67%); 85% are happy with their professional success (versus 80%) and 79% are happy with their marriage/ 
relationship with a significant other (versus 75%) 
Senior business leaders need support, not condemnation. As workers, they find it harder to take PTO and stay plugged in 
during it which often leads to mixed messages for workers. 
• Only 49% of senior business leaders say it is “easy” to take PTO (65% for employees). 
• Senior business leaders think taking time off is harder the higher up you go (56% to 28% for employees), that nobody else 
can do the work (54% to 31%), and that they would come back to a mountain of work (54% to 37%). 
• 46% of senior business leaders responded to work emails while taking PTO (14% for employees); 22% spent time working 
(8% for employees). Comparing these two numbers, some senior business leaders do not consider responding to email as 
working.
12 
Detailed Findings
13 
Context and Landscape
There is almost universal recognition of the importance of taking PTO, and this sentiment is rooted in intensity, with a majority of 
SOMEWHAT 
IMPORTANT 
14 
workers characterizing PTO’s significance as “extremely important”. 
Importance of Taking PTO 
96% 
96% 95% 
51% 52% 46% 
28% 27% 32% 
16% 16% 16% 
3% 3% 4% 
1% 1% 1% 
4% 
4% 5% 
Q13. How important is using your paid time off to you personally? (Darker colors used to indicate intensity). 
EXTREMELY 
IMPORTANT 
VERY 
IMPORTANT 
NOT VERY 
IMPORTANT 
NOT AT ALL 
IMPORTANT 
TOTAL EMPLOYEES SENIOR BUSINESS 
LEADERS
15 
The perceived importance of taking time off does not translate into workers maximizing the PTO available to them. 
Roughly one-quarter of workers took 9 days or fewer last year. 
16% 
16% 
15% 
22% 
23% 
19% 
38% 
37% 
Q10. In 2013, how many days of paid time off did you take, including vacation time and personal days? 
44% 
19% 
19% 
20% 
4% 
4% 
2% 
25 or more days 
20-24 days 
10-19 days 
1-9 days 
None 
2013 PTO Use 
TOTAL 
EMPLOYEES 
SENIOR BUSINESS 
LEADERS
Furthermore, four in ten plan to leave some of their PTO unused this year. While few do not plan to use any of their PTO, one-tenth 
16 
plans to use less than half of the PTO available to them. 
59% 
60% 
55% 
Q12. Earlier you mentioned that you have [INSERT ANSWER FROM Q4] of paid time off. In 2014, how many days of paid time off do you plan to take, 
including vacation time and personal days? [ENTER NUMERIC.] 
14% 
13% 
17% 
15% 
16% 
11% 
6% 
5% 
9% 
3% 
3% 
5% 
2% 
3% 
1% 
All (100%) 
Most (75%-99%) 
At least half (50%-74%) 
Some (25%-49%) 
A little (1%-24%) 
None (0%) 
How Much of Your PTO Do You Plan to Take in 2014? Those Who Take All Their PTO 
• Female senior business 
leaders, workers over age 
55, older women and non-college 
educated women 
are all more likely to take 
all of their PTO. 
• “Use it or Lose it” policies 
also compel workers to take 
all of their PTO, as 84% who 
lose their unused PTO at 
the end of the year plan to 
take all of it. 
• Those who use all of their 
PTO report a higher degree 
of happiness in their 
personal relationships with 
family/and or friends. 
TOTAL 
EMPLOYEES 
SENIOR BUSINESS 
LEADERS
Focus groups suggested that convincing workers to take all of their PTO was an impractical ask and that messaging efforts were 
17 
better received when the goal was aimed at convincing workers to take more of their PTO instead of all of it. 
Why Asking for All Doesn’t Work 
• Employees felt that the prudent approach is to have some earned leave reserved for emergency situations, and that 
exhausting all of your earned leave is both irresponsible and unsettling. 
• Managers question the pragmatism and optics of spending what is tantamount to a month or more for many of them 
away from work each year. 
I don't agree with any of 
these. Like, “Taking all your 
time off” — like exhausting 
all your leave — I don't agree 
with that. 
–Employee 
I don’t think the word “all” 
survived at all. 
–Manager 
You can save some. That’s too 
much. Like I said, if you take too 
much time off, all your work is 
going to pile up, so if you did 
take 44 days off, that’s the whole 
month that you’re gone. You’ll 
come back and they’re going to 
fire you. You’re going to be in the 
unemployment line. 
–Manager 
Some stuff you just want to 
hold onto. 
– Employee 
Because in case of an 
emergency — life is 
unpredictable. 
– Employee
Only 26% of workers are employed by companies with “Use it or Lose it” policies, while nearly three-quarters can roll over, be paid 
18 
out, or bank unused leave. Further, few workers are unaware of the options available to them. 
What Happens to Unused PTO – Among Total 
Q5. If you do not use all of your paid time off by the end of the year, which of the following does your company allow you to do? Please select all that apply. 
Q11. How many days of paid time off did you permanently lose last year? These are days that were not rolled over, banked, or paid out. 
54% 
19% 
10% 
26% 
4% 
You can roll over some or all of it into the next year 
You can be paid out for it 
You can bank it (for things like maternity/paternity 
leave, retirement) 
You lose all of it at the end of the year 
Don’t know 
11% report having lost 
PTO, 9% don’t know
19 
Half of those with PTO days that can be banked or rolled over is allowed to carry 11 or more days into the next calendar year. 
20% 
19% 
21% 
10% 
30% 
Q6. How many of your paid time off days are you permitted to roll over or bank into 2015? 
1-5 
6-10 
11-15 
16-20 
21 or more 
Number of PTO Days that Can Be Rolled Over or Banked 
Among Those Who Can Roll Over or Bank PTO Days
20 
Nearly half of those with the ability to roll over days say that these days do not expire. 
Q9. When do days off that you have rolled over expire? 
19% 
47% 
2% 2% 
21% 
5% 5% 
They do not Don't know 
expire 
After more 
than two years 
Within 6 Within 1 year Within 2 years 
months of the 
following year 
Within 3 
months of the 
following year 
Expiration Date of Rolled-Over PTO Days 
Among Those Who Can Roll Over PTO Days
Roughly one-fifth of workers are able to roll over and bank PTO days without facing any limits. Among those who are subject to caps, 
a majority do not face a cap unless they attempt to roll over or bank in excess of 11 days. One in five is unsure as to the limits of the 
21 
policy in place. 
Is There a Cap on the Number of PTO 
Days that Can Be Rolled Over/Banked? 
Among Those Who Can Roll Over/Bank PTO Days 
62% 
19% 18% 
Yes No Don't know 
Cap on PTO Days that Can Be Rolled Over/Banked 
17% 
16% 
13% 
12% 
15% 
24% 
1-5 
6-10 
11-20 
21-30 
31-50 
51 or more 
Among Those Who Say Yes 
Q7. Is there a cap on the total number of days that you can roll over or bank? 
Q8. What is that cap on the number of days? [ENTER NUMERIC.]
The widespread acknowledgment that the importance of taking PTO is paramount is not matched by workers’ perceptions of ease 
22 
when it comes to taking PTO. Rather, only six in ten find it easy to use their PTO and only one-third believes this strongly. 
Ease of Taking PTO 
TOTAL EMPLOYEES SENIOR BUSINESS LEADERS 
Q15. Generally speaking, how easy or difficult is it for you to use your paid time off? (Darker colors used to indicate intensity.) 
62% 
17% 
65% 
14% 
49% 
32% 
33% 
20% 
3% 
34% 
20% 
2% 
24% 
19% 
5% 
Easy Neither Difficult Easy Neither Difficult Easy Neither Difficult 
Utilizing PTO poses a 
greater challenge to 
senior business 
leaders: a majority of 
senior business leaders 
(51%) either 
characterize their 
experience using PTO 
as difficult or neither 
easy nor difficult. 
30% 31% 
14% 12% 
27% 
25%
Over three in ten believe their employer retains ultimate control over their PTO. Workers who believe the company controls their PTO 
23 
are more likely to be unhappy with the company for which they work. 
TOTAL EMPLOYEES SENIOR BUSINESS LEADERS 
Q18. Who ultimately has control over your ability to use your paid time off? Please indicate if you feel this way strongly or only somewhat. 
(Darker colors used to indicate intensity.) 
69% 
31% 
67% 
33% 
78% 
22% 
34% 
10% 
33% 
12% 
39% 
5% 
I do The company 
I work for 
does 
I do The company 
I work for 
does 
I do The company 
I work for 
does 
Who Controls Your PTO? 
20% 21% 
17% 
The Approach of the 
Happy and Less Stressed 
• Seven-in-ten who say 
they are happy with 
their job, happy with 
the company at which 
they work and who are 
not stressed by their 
work life say they have 
ultimate control over 
their PTO. 
• Furthermore, the 
differences between 
these individuals and 
their unhappy and 
stressed out 
counterparts are 
statistically significant. 
35% 
34% 
39%
Though the importance of taking PTO is nearly universally acknowledged, company culture’s communication failure is reflected in the 
24 
two-thirds of workers who do not believe that their company encourages taking PTO. 
13% 
Q17. Thinking about the corporate culture at the company you work, would you say it…? 
41% 
3% 
41% 
13% 
31% 
7% 
49% 
32% 
13% 
TOTAL 
48% 6% 
EMPLOYEES 
SENIOR 
BUSINESS 
LEADERS 
Corporate Culture’s Attitude Towards PTO 
ENCOURAGES 
TAKING PTO 
DISCOURAGES 
TAKING PTO 
NEITHER ENCOURAGES NOR 
DISCOURAGES TAKING PTO 
SENDS MIXED MESSAGES 
ABOUT TAKING PTO 
Senior business 
leaders are more 
likely to recognize 
company culture’s 
efforts to promote 
PTO. However, this 
number still ties 
with the perceived 
indifference or 
silence coming from 
the company about 
taking PTO.
In fact, nearly one-fifth of senior business leaders admits to never talking about the benefits of taking time off with employees. 
25 
3% 
Frequency of Communication Regarding Merits of Taking 
Earned Leave – Among Senior Business Leaders 
14% 
26% 
24% 
14% 
19% 
Once a week Once or twice a 
month 
Once every 
quarter 
Two to three 
times a year 
Once a year Never 
I don’t necessarily talk to my 
employees about taking their time, 
but I don’t hinder them when they 
come to me and say that they need 
to take time. 
Q31. How often do you talk about the merits of taking paid time off with the people who report to you? 
– Manager 
I don’t want to tell somebody to be happier… 
HR would be calling you. 
– Manager 
33% “
Though over seven in ten have taken PTO for a planned event in the last six months, 14% have not used PTO for a planned event in 
Most Recent Planned PTO 
I have never used my PTO for something planned 
26 
over a year. 
33% 
34% 
30% 
39% 
39% 
40% 
14% 
13% 
18% 
9% 
9% 
9% 
1% 
1% 
0% 
4% 
5% 
2% 
Less than 1 month ago 
1 - 6 months ago 
7 - 11 months ago 
1 year - 5 years ago 
6 or more years ago 
Behavior Among Those With 
Differing Perspectives of PTO 
• Those who recognize the 
personal importance of taking 
PTO are nearly three times 
more likely to have used PTO 
for a planned event in the past 
month compared to those who 
do not find it important (34% 
versus 12%). 
• Those who find it challenging 
to use their PTO are less likely 
to have taken time off in the 
last month. There is a double-digit 
gap in PTO use in the past 
month among those who find 
it easy and difficult to take PTO 
(35% versus 25%). 
TOTAL 
EMPLOYEES 
SENIOR BUSINESS 
LEADERS 
Q19. When was the last time you used your paid time off for a planned event, such as a vacation or family/personal event?
Many of the top uses of PTO are for planned events. Vacation accounts for the majority of PTO use, with nearly two-thirds using PTO 
27 
in order to take a vacation. 
What Workers Have Used PTO for During the Past Year – Among Total 
Q23. In the past year, for which of the following did you use your paid time off? Please check all that apply. 
64% 
46% 
31% 
29% 
28% 
21% 
14% 
14% 
14% 
12% 
11% 
11% 
9% 
9% 
5% 
3% 
2% 
2% 
9% 
Vacation 
To create a long weekend for yourself 
To use the days off that you are given 
It was the day before or after a major holiday, such as the day before 
You were sick 
You had family or friends in town visiting 
A child had a special activity, such as a play, an awards ceremony, or a big game 
For your birthday 
To work on a home-improvement project, such as building a deck or fixing 
Something at your home broke or wasn't working properly, and you had to wait 
To attend a funeral following a death in the family 
The weather made it difficult to get into the office 
A child was sick 
To attend a wedding 
Religious holiday 
You or your spouse/significant other had a baby 
To get married 
To supplement maternity/paternity leave 
Other
28 
The Logistics and Reality of Taking Paid Time Off
29 
Four in ten say their spouse or significant other is the most supportive of using PTO. 
38% 
40% 
27% 
Most Supportive of You Using PTO 
8% 
8% 
9% 
42% 
39% 
52% 
4% 
4% 
4% 
3% 
3% 
2% 
3% 
3% 
4% 
1% 
1% 
1% 
0% 
1% 
0% 
You, yourself 
Your boss/the company for which you work 
Your spouse/significant other 
Your child/children 
Your friends 
Your coworkers 
Your family/parents/relatives (vol.) 
Other (specify) 
Among Whom a Spouse/ Significant 
Other is Most Supportive 
• Senior business leaders identified 
spouses as the most supportive to 
them of using PTO. 
• A spouse or significant acting as 
the chief supporter of using PTO 
requests is most notable among 
many groups of men: married 
men, younger men, college-educated 
Q16. When you are thinking about using your paid time off, who is MOST supportive of you using it? 
men, and men who are 
senior business leaders. 
TOTAL 
EMPLOYEES 
SENIOR BUSINESS 
LEADERS
30 
Seven in ten employees consider their family first when planning PTO. This trend holds across all demographic subgroups – 
majorities all check with what works best for those in their personal lives when planning PTO. 
61% 
38% 
71% 
28% 
69% 
Q24. Complete the following statement: “When planning time off, I generally check what works BEST for_________.” 
30% 
TOTAL 
EMPLOYEES 
SENIOR BUSINESS 
LEADERS 
Planning Paid Time Off 
MY FAMILY/FRIENDS/ 
OTHERS IN MY PERSONAL 
LIFE 
MY BOSS/COWORKERS/ 
OTHERS IN MY PROFESSIONAL 
LIFE 
• Taking PTO is not easy 
for everyone. Those 
who find taking PTO 
difficult are more 
likely to check with 
work first (46%), while 
those who find taking 
PTO easy defer more 
to family during the 
planning process 
(72%). 
• 73% of those with a 
happy marriage or 
happy relationship 
with their significant 
other check with 
family first when 
planning time off.
31 
Even with a supportive work environment, workers confront challenges to taking PTO. 
40% 
35% 
33% 
33% 
28% 
Challenges to Taking PTO – Among Total 
22% 
22% 
21% 
20% 
20% 
20% 
19% 
17% 
17% 
16% 
15% 
12% 
9% 
11% 
7% 
4% 
4% 
9% 
8% 
5% 
5% 
3% 
4% 
4% 
3% 
4% 
3% 
I would come back to a mountain of work 
No one else at my company can do the work while I’m away 
I cannot afford a vacation 
Taking time off is harder to do the higher up you get in a company 
I want to show complete dedication to the company and my job 
I don’t want others to think that I am replaceable 
I can bank or roll over my unused paid time off 
I get paid for my unused paid time off 
I would be expected to respond to work matters and e-mails anyways… 
The company’s culture does not promote taking time off 
I feel guilty using my paid time off 
I don’t want to lose consideration for a promotion or pay raise 
I would prefer to work rather than take time off 
I am afraid of what my boss would think 
I am afraid I would lose my job 
Taking time off is something that comes with seniority 
Makes it very difficult to take your PTO Makes it very/somewhat difficult to take your PTO 
Q27. Here is a list of reasons people have said make it difficult for them to use their paid time off. For each, please indicate if it makes it very difficult, somewhat 
difficult, not too difficult, or not at all difficult for you personally to use your paid time off.
Nearly three-quarters of employees are able to disconnect from work while taking time off. However, senior business leaders 
32 
struggle to disengage and are twice as likely to remain plugged in. 
Interaction with Work During PTO 
12% 
8% 
29% 
16% 
12% 
37% 
11% 
7% 
29% 
20% 
14% 
46% 
11% 
8% 
22% 
3% 
1% 
12% 
5% 
4% 
13% 
0% 
0% 
2% 
TOTAL 
EMPLOYEES 
SENIOR BUSINESS 
LEADERS 
68% 
74% 
37% 
Work called 
Work e-mailed 
I responded to work calls 
I responded to work e-mails 
I spent time working 
Someone with whom I was with during the time off, such as a 
spouse/significant other, nagged me because I was doing work 
I brought work with me 
I lied to someone I was with, such as a spouse/significant other, in 
order to do work without that person knowing 
None of the above 
Q22. Still thinking about your most recent planned paid time off experience, which of the following, if any, happened during your time off? Please select all that apply.
When planning PTO, coworkers check a master calendar, remind others of their absence and coordinate to ensure project coverage. 
Yes, This Generally Happens During PTO 
People coordinate with coworkers to have coworkers cover their responsibilities 
People send a reminder that they will be gone in advance of leaving for their PTO 
33 
71% 
70% 
75% 
70% 
68% 
82% 
63% 
62% 
64% 
62% 
60% 
70% 
60% 
57% 
72% 
56% 
54% 
66% 
51% 
50% 
56% 
34% 
31% 
52% 
25% 
22% 
35% 
24% 
22% 
34% 
After coming back to work, people talk about their experience and its benefits 
when taking PTO 
Coworkers encourage each other to take their PTO 
Coworkers check a master calendar or shared calendar before planning PTO 
My boss encourages employees to take their PTO 
People finish all of their projects and tasks before leaving for their PTO 
Work calls/e-mails during people's PTO 
People complete work during their PTO 
People check in during their PTO 
Q25. Please indicate if this is something that generally happens at the company you work when employees plan and use their paid time off. 
TOTAL 
EMPLOYEES 
SENIOR BUSINESS 
LEADERS
The planning and encouragement regarding PTO at the offices of happy employees resembles the behaviors focus group participants 
Cultivating a Happy Workforce 
• There are dramatic differences in the corporate culture governing PTO 
separating those who are happy with their jobs and companies and those 
who are not. The 3 areas where these differences emerge are: 
• Happy workers are significantly more likely than unhappy workers to say 
that: 
34 
identified with “model employees.” 
• Encouraging others to take PTO, 
• Planning PTO, and 
• Talking about PTO after using PTO. 
• Their boss and coworkers encourage people to take their PTO, 
• People finish all of their projects and tasks before leaving, 
• People coordinate with coworkers to have coworkers cover their 
responsibilities, 
• People send a reminder that they will be gone in advance of 
leaving, and 
• People talk about their experience and its benefits upon their 
return to work. 
I think the model employee sets everybody else up to 
be successful while they’re gone. So they do that 
work before they leave so that all those loose ends 
are wrapped up so that they can get — and it’s up, 
it’s obviously selfish too, so that they can get fewer 
phone calls and fewer emails when they get back. So 
obviously being really thoughtful well in advance and 
starting to wrap things up and delegate different 
things to different people, make sure they’re 
comfortable with what they’ve been tasked with. 
– Manager 
They’re more conscientious about taking time off… 
Like, they would schedule their time or they would 
try…they’re more conscientious of their coworkers. 
Somebody has to be there. 
– Employee 
Q25. Please indicate if this is something that generally happens at the company you work when employees plan and use their paid time off.
35 
Benefits of Taking Paid Time Off
36 
Workers’ positive associations with taking PTO produce high ratings of recent PTO experiences. 
Q20. What ONE word would you use to describe your most recent planned paid time off experience? [OPEN END.] 
Q21. On a scale from 0-100, where 0 means it was an absolutely horrible experience, and 100 means it was absolutely wonderful, how would you rate your most 
recent planned paid time off experience? 
60% 
Would rate their most recent PTO 
experience a 90 or higher on a scale out 
of 100. 
30% 
Give their most recent planned PTO 
experience a perfect, 100 out of 100 
rating.
Aligning with the attributes defining workers’ latest PTO experience, the benefits of PTO that earn the greatest breadth and depth of 
37 
agreement are those that facilitate people’s happiness, health, personal relationships, and ability to relax and recharge. 
90% 
85% 
88% 
Top-Tier Benefits of Taking PTO – Among Total 
79% 
84% 
82% 
79% 
56% 
52% 
50% 
46% 
45% 
44% 
38% 
Helps me relax and recharge 
Makes me a happier person 
Gives me the opportunity to engage 
in activities that I enjoy 
Strengthens bonds with my family 
and/or friends 
Reduces my stress level 
Allows me to disconnect from work 
Improves my overall health 
Strongly agree Strongly/somewhat agree 
Differences Between Senior Business 
Leaders and Employees 
• There are few differences between 
senior business leaders and 
employees on the advantages of 
PTO – both groups identify and 
agree with these advantages.. 
• Senior business leaders are more 
likely to indicate strengthening 
bonds with their families and/or 
friends is a benefit they associate 
with taking PTO compared to 
employees (86% versus 77%). 
Q26. Based on your experiences taking your paid time off, please indicate if you agree or disagree with each of the following. Taking my paid time off…
Benefits of PTO struggling to gain the traction exemplified by those in the top tier tend to focus on PTO as a catalyst for improved 
38 
65% 
61% 
Second-Tier Benefits of Taking PTO – Among Total 
46% 
39% 
35% 
24% 
21% 
28% 
25% 
13% 
18% 
14% 
12% 
7% 
7% 
4% 
Improves my concentration and makes me more 
productive at work 
Makes me more satisfied at work 
Makes me more creative, which helps me 
generate new ideas and approaches 
Makes me more educated, cultured, and 
interesting 
Saves me money by not having to pay 
commuting or other work-related costs 
Allows me to learn a new skill 
Allows me to dedicate time to volunteering or 
doing charitable work 
Helps me advance my career faster 
work performance. 
Strongly agree 
Strongly/somewhat agree 
Differences Between Senior Business 
Leaders and Employees 
Senior business leaders are also more 
likely to see the positive impact on work 
that accompanies taking PTO. 
Specifically, the are more likely to agree 
that taking their PTO, 
• Improves their concentration and 
makes them more productive at work 
(73% versus 64%); 
• Makes them more satisfied at work 
(71% versus 59%); 
• Makes them more creative, which 
helps them generate new ideas and 
approaches (56% versus 43%); 
• Makes them more educated, 
cultured, and interesting (49% versus 
37%); 
• Allows them to dedicate time to 
volunteering or doing charitable work 
(29% versus 20%). 
Q26. Based on your experiences taking your paid time off, please indicate if you agree or disagree with each of the following. Taking my paid time off…
39 
Messages that Motivate Taking and Approving Paid Time Off
40 
Many effective messages leverage top-of-mind associations and broadly-held benefits identified with taking time off. 
88% 
84% 
80% 
77% 
77% 
69% 
70% 
50% 
49% 
Messages That Encourage Taking PTO – Among Total 
56% 
47% 
43% 
43% 
40% 
36% 
34% 
28% 
27% 
Taking time off gives me a much-needed opportunity to de-stress and avoid 
burning out. 
Taking time off gives me a chance to reset and take a break from my 
colleagues, which improves my morale when I return. 
My boss fully supports me when I need to take my time off and encourages 
me to do so. 
By taking time off I recharge, renew and ultimately improve my performance 
at work – maybe even earn a raise or promotion. 
My co-workers fully support me when I take time off and will step up to cover 
my workload, because they know I’ll do the same when they take time off. 
My company has made it an organization-wide policy to encourage all 
workers to take their time off. 
My boss supports me in taking time off by managing my workload while I’m 
away. 
One of the categories I’m evaluated on in my performance review is paid time 
off. In order to do well, I have to use my paid time off. 
The talent leaders and HR department say that employees who take more of 
their paid time off receive promotions and raises more quickly. 
Very likely 
Very/somewhat likely 
Q28. Below is a list of statements some people have made. Assuming that each was true, how likely would you be to take more of your paid time off because of this statement?
Convincing Reasons to Approve PTO Requests – Among senior business leaders % of Senior Business 
When employees use their time off, they return 
By using their time off, my employees can de-stress, 
Encouraging my employees to use their time 
off can dramatically cut down on turnover and 
When employees use their time off, they return 
Encouraging employees to use their time off 
makes them more willing to put in long hours 
41 
Messages targeted to senior business leaders resonate as reasons to approve PTO requests, but even the most compelling 
statements are currently only being communicated by two-thirds of senior business leaders. 
91% 
90% 
90% 
90% 
81% 
50% 
50% 
49% 
41% 
37% 
recharged and renewed, ready to work more 
efficiently and productively. 
and improve their health and well-being 
— ultimately cutting down on sick days and 
burnout. 
improve morale. 
to work with improved focus and creativity. 
and over time when I really need them. 
Q29. Here is a list of some of the advantages of having employees use their paid time off. After reading each, how convincing is it to you as a manager as a reason 
to approve a paid time off request? (Darker colors used to indicate intensity.) 
Q30. Have you ever communicated any of the following statements to someone who reports to you? 
Leaders Who Have Said This 
to a Direct Report 
66% 
68% 
48% 
64% 
43% 
Very convincing Very/somewhat convincing
42 
Senior Business Leader Views on PTO
SOMEWHAT 
IMPORTANT 
43 
Over nine in ten senior business leaders recognize the importance of their direct reports using their PTO. 
Importance of Direct Reports Taking PTO 
95% 
41% 
40% 
14% 
2% 
3% 
4% 
Q14. Thinking about the people who report to you, how important is it to you that they use their paid time off? (Darker colors used to indicate intensity.) 
EXTREMELY 
IMPORTANT 
VERY 
IMPORTANT 
NOT VERY 
IMPORTANT 
NOT AT ALL 
IMPORTANT 
“ I want my people there when they’re at their best. 
I think in order to be at their best, they need to 
take time to de-stress…. 
– Manager 
And I put in that it promotes…the healthy lifestyle, 
promotes a stress-free person mentally, 
physically. 
– Manager
Yet, over one-quarter refrains from describing approving PTO requests as easy, with difficulties stemming from the additional burden 
44 
placed on other employees, including themselves. 
72% 
Ease of Approving PTO Requests 
8% 
36% 
20% 
1% 
Easy Neither Easy Nor 
Difficult 
Difficult 
Biggest Challenges to Approving PTO 
Among Those Who Do Not Find it Easy (N=60*) 
9% 
8% 
6% 
7% 
17% 
1% 
7% 
14% 
32% 
It places an extra burden on 
other employees 
The quality of work products 
suffer 
It places an extra burden on me 
It jeopardizes the company's 
bottom line 
It does not align with the 
company's culture 
It interferes with meeting 
deadlines (vol.) 
Other 
None/nothing (vol.) 
Refused 
Q33. How easy or difficult is it for you to approve paid time off requests? (Darker colors used to indicate intensity.) 
Q34. For you, which of the following is the biggest challenge to approving paid time off requests? (*Denotes small n-size.) 
35% 
7%
Furthermore, employees who take all of their earned leave face disapproval or uncertainty regarding their dedication, productivity, 
45 
and advancement prospects from over one-third of senior business leaders. 
They are less dedicated to their jobs They are less likely to be promoted They are generally less productive 
Q32. For your employees who take all of their paid time off, how would you describe them? (Darker colors used to indicate intensity.) 
15% 
61% 
10% 
64% 
15% 
61% 
5% 
24% 
35% 
1% 
25% 
42% 
1% 
24% 
38% 
Agree Neither Agree 
Nor Disagree 
Disagree Agree Neither Agree 
Nor Disagree 
Disagree Agree Neither Agree 
Nor Disagree 
Disagree 
Senior Business Leaders’ Impressions of Employees Who Take All Their Leave 
10% 
14% 
10% 
26% 
22% 23%
46 
Travel Effect is the U.S. Travel Association’s research-driven initiative to prove the personal, 
business, social and economic benefits that taking earned time off can deliver. For more 
information about survey findings, visit TravelEffect.com. 
The U.S. Travel Association is the national, non-profit organization representing all components 
of the travel industry that generates $2.1 trillion in economic output and supports 14.9 million 
jobs. U.S. Travel's mission is to increase travel to and within the United States. For more 
information, please visit USTravel.org. 
GfK is the trusted source of relevant market and consumer information that enables its 
clients to make smarter decisions. More than 13,000 market research experts combine their 
passion with GfK’s 80 years of data science experience. This allows GfK to deliver vital global 
insights matched with local market intelligence from more than 100 countries. By using 
innovative technologies and data sciences, GfK turns big data into smart data, enabling its 
clients to improve their competitive edge and enrich consumers’ experiences and 
choices. For more information, please visit GfK.com or follow GfK on Twitter: @GfK_en.

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Overwhelmed America: Why Don't We Use Our Paid Time Off?

  • 1. 1 Overwhelmed America: Why Don’t We Use Our Earned Leave? August 2014 As prepared by: GfK Public Affairs & Corporate Communications July 2014
  • 2. Table of Contents 2 3 - Research Objectives and Research Methodology 4 - Research Objectives 5 - Research Methodology 6 - Executive Summary 7 - Standout Data 9 - Key Thematics 12 - Detailed Findings 13 - Context and Landscape 27 - The Logistics and Reality of Taking Paid Time Off 34 - Benefits of Taking Paid Time Off 38 - Messages that Motivate Taking and Approving Paid Time Off 41 - Senior Business Leader Findings
  • 3. 3 Research Objectives and Research Methodology
  • 4. Research Objectives GfK set out to answer the following questions: 4 Are employees fully aware of their organization’s leave policy, the total days of leave they have available and their days used at any given time? How does the understanding and utilization of earned leave differ among the C-suite, middle managers and front-line workers? How many of barriers exist in employees’ own mindsets? How do these affect decisions to use their earned leave? Are there any remaining vestiges of the Great Recession impacting employee leave – job security, high unemployment, workloads? When employees take their time, how do they use it? (e.g., sick days, vacation, family activities/travel, home improvement projects) What are the outcomes for workers? When and how often have they been promoted? What type of bonus, if any, have they received? Moreover, how do workers feel about their work-life balance, personal relationships, overall mood and outlook, health and wellness? Do top leadership and middle managers send consistent messages to their employees about using earned leave? Do these messages encourage workers to take time off? Do they recognize or perceive the signals they are sending? What actions could employers take to motivate employees to take time off? Do managers change the way they feel about their managers and direct reports subordinates when they take their earned leave? Does it change their own personal mix of responsibilities while they are gone?
  • 5. Research Methodology 5 Part One: Focus Groups GfK conducted a series of two focus groups in Baltimore, Maryland. One group consisted of full time workers who are compensated with earned leave, and one consisted of group among managers, directors, and vice presidents who have direct reports who must get their permission to use their earned leave. Part Two: Survey GfK then conducted a survey of 1,303 American workers, age 18+, nationwide among those working 35 hours or more a week who receive paid time off (PTO) using GfK’s KnowledgePanel®, including 235 senior business leaders. The survey was conducted June 20-30, 2014. The data were weighted and scaled to reflect Current Population Survey figures. The margin of error for workers overall is +/-2.71%, and +/-6.39% for the senior business leader sample. These data were weighted and scaled to ensure that sample’s composition reflects that of the actual population of American adults working 35 hours a week or more.
  • 7. Standout Data – What You Need to Know 1. Importance of Taking PTO and PTO Policy Context 7 The importance of taking PTO is unquestioned among American workers, as there is near universal recognition of its significance. 96% 4% Lose it 26% Don't know 4% A quarter of workers say their companies have a “Use It or Lose It” PTO policy. Can roll over, bank or be paid out 69% 2. However, there are a host of barriers preventing workers from using their PTO. Four in ten workers are leaving their days of PTO unused. Easy Company controls it It’s not easy for nearly four in ten workers to take the PTO they have. 17% 20% 62% Neither easy nor difficult Difficult Over three in ten say that they are not the ones with ultimate control of their PTO. 69% 31% I control it Two-thirds of workers are receiving negative, mixed, or no messages 13% about taking PTO from 6% their company. 32% 48% Neither encourages nor discourages taking PTO Sends mixed messages Discourages taking PTO Encourages taking PTO 67% 37%
  • 8. Standout Data – What You Need to Know 3. Additional Challenges Among Senior Business Leaders 4. Strategies to Help Overcome the Obstacles 8 3% 14% 26% 24% 14% 19% Once a week Once or twice a month Once every quarter Two to three times a year Once a year Never One-third of senior business leaders never or only once a year communicate the merits of taking PTO to direct reports. 33% Nearly three in ten senior business leaders refrain from characterizing approving PTO requests as easy. 8% 20% 72% Easy Neither easy nor Difficult 28% 1. Start the conversation. 2. “Use it or Lose it” policies are motivating. Eight in ten workers say that if their boss fully supported them and encouraged them to take their time they would be very or somewhat likely to take more of their PTO. Roughly five out of six workers who work at a company with a “Use It or Lose It” policy use ALL of the leave available to them. Only 48% of workers who can roll over, bank or be paid out for their unused time use all of their leave. “Use it or Lose it” Policy 84% Can Roll Over, Bank or Be Paid Out Policy 48% 15% 48% Use all Don’t use all Use all Don’t use all
  • 9. Key Thematics There is a striking disconnect between the importance that workers place on taking PTO, and the ease with which they feel that they can take it. The central challenge is closing this gap. 9 • 96% of workers say that taking PTO is important (51% “extremely important”). • 37% refuse to characterize the process of taking PTO as “easy”. • Four in ten workers do not take all of their PTO each year. Corporate culture is a killer. Far too many employers do not encourage taking PTO (in policy and/or communications), and senior business leaders send mixed signals about the importance and benefit of taking PTO. • Only 32% of workers say that their employer encourages taking PTO. • 33% of senior business leaders either say nothing (19%) or only discuss the merits of taking PTO once a year (14%). • 28% of senior business leaders either say it is difficult (8%) or neither easy/difficult to approve PTO requests (20%). • Over one-third of senior business leaders either agree or neither agree/disagree that taking all of your PTO signals that workers are less dedicated (39%), less successful (35%), and less productive (38%). • 54% workers can roll over PTO, 19% can be paid out, and 10% can bank PTO. Only 26% have “Use It or Lose It” policies. Among this population, 84% use all of their PTO compared to 48% who use all among those who can roll it over, bank it, or be paid out.
  • 10. Key Thematics (continued) The benefits of taking PTO are top-of-mind. The larger challenge is breaking down barriers to taking PTO. 10 • Top benefits identified by workers of taking PTO include relaxing/recharging (90% agree), engaging in fun activities (88%), and that PTO makes them a happier person (85%). The top motivators/messages for taking PTO are that it helps workers de-stress and avoid burning out (88% likely to take more PTO), gives workers a chance to reset and take a break from colleagues (84%), and that their boss fully supports their taking PTO (80%). • The top barriers to taking PTO are a “mountain of work” (40% difficult to take PTO), nobody else can do the work (35%), cannot afford it (33%), and taking time gets harder to do the higher up you go (33%). This is felt more acutely among senior business leaders. Workers who are happy with their jobs report an environment where bosses and co-workers encourage taking PTO; workers plan and coordinate PTO and people talk about their PTO experience when returning to work. • People coordinate with coworkers to have coworkers cover their responsibilities when taking paid time off: 71% for workers who are happy with their jobs versus 64% for those who are unhappy with their jobs. • After coming back to work, people talk about their experience and its benefits: 73% for happy workers versus 66% for unhappy workers . • Boss and co-workers encourage taking PTO (61% and 65% for happy workers, respectively, versus 32% and 52% for unhappy workers, respectively).
  • 11. Key Thematics (continued) Workers who characterize taking PTO as “easy” rate higher on mood and outlook, job satisfaction, personal finances, professional success and personal relationships. 11 • Among workers who say that it is easy to take PTO: 87% are happy with their job (versus 74% for those who say it is difficult to take PTO); 90% are happy with their overall mood and outlook (versus 84%); 77% are happy with their personal financial situation (versus 67%); 85% are happy with their professional success (versus 80%) and 79% are happy with their marriage/ relationship with a significant other (versus 75%) Senior business leaders need support, not condemnation. As workers, they find it harder to take PTO and stay plugged in during it which often leads to mixed messages for workers. • Only 49% of senior business leaders say it is “easy” to take PTO (65% for employees). • Senior business leaders think taking time off is harder the higher up you go (56% to 28% for employees), that nobody else can do the work (54% to 31%), and that they would come back to a mountain of work (54% to 37%). • 46% of senior business leaders responded to work emails while taking PTO (14% for employees); 22% spent time working (8% for employees). Comparing these two numbers, some senior business leaders do not consider responding to email as working.
  • 13. 13 Context and Landscape
  • 14. There is almost universal recognition of the importance of taking PTO, and this sentiment is rooted in intensity, with a majority of SOMEWHAT IMPORTANT 14 workers characterizing PTO’s significance as “extremely important”. Importance of Taking PTO 96% 96% 95% 51% 52% 46% 28% 27% 32% 16% 16% 16% 3% 3% 4% 1% 1% 1% 4% 4% 5% Q13. How important is using your paid time off to you personally? (Darker colors used to indicate intensity). EXTREMELY IMPORTANT VERY IMPORTANT NOT VERY IMPORTANT NOT AT ALL IMPORTANT TOTAL EMPLOYEES SENIOR BUSINESS LEADERS
  • 15. 15 The perceived importance of taking time off does not translate into workers maximizing the PTO available to them. Roughly one-quarter of workers took 9 days or fewer last year. 16% 16% 15% 22% 23% 19% 38% 37% Q10. In 2013, how many days of paid time off did you take, including vacation time and personal days? 44% 19% 19% 20% 4% 4% 2% 25 or more days 20-24 days 10-19 days 1-9 days None 2013 PTO Use TOTAL EMPLOYEES SENIOR BUSINESS LEADERS
  • 16. Furthermore, four in ten plan to leave some of their PTO unused this year. While few do not plan to use any of their PTO, one-tenth 16 plans to use less than half of the PTO available to them. 59% 60% 55% Q12. Earlier you mentioned that you have [INSERT ANSWER FROM Q4] of paid time off. In 2014, how many days of paid time off do you plan to take, including vacation time and personal days? [ENTER NUMERIC.] 14% 13% 17% 15% 16% 11% 6% 5% 9% 3% 3% 5% 2% 3% 1% All (100%) Most (75%-99%) At least half (50%-74%) Some (25%-49%) A little (1%-24%) None (0%) How Much of Your PTO Do You Plan to Take in 2014? Those Who Take All Their PTO • Female senior business leaders, workers over age 55, older women and non-college educated women are all more likely to take all of their PTO. • “Use it or Lose it” policies also compel workers to take all of their PTO, as 84% who lose their unused PTO at the end of the year plan to take all of it. • Those who use all of their PTO report a higher degree of happiness in their personal relationships with family/and or friends. TOTAL EMPLOYEES SENIOR BUSINESS LEADERS
  • 17. Focus groups suggested that convincing workers to take all of their PTO was an impractical ask and that messaging efforts were 17 better received when the goal was aimed at convincing workers to take more of their PTO instead of all of it. Why Asking for All Doesn’t Work • Employees felt that the prudent approach is to have some earned leave reserved for emergency situations, and that exhausting all of your earned leave is both irresponsible and unsettling. • Managers question the pragmatism and optics of spending what is tantamount to a month or more for many of them away from work each year. I don't agree with any of these. Like, “Taking all your time off” — like exhausting all your leave — I don't agree with that. –Employee I don’t think the word “all” survived at all. –Manager You can save some. That’s too much. Like I said, if you take too much time off, all your work is going to pile up, so if you did take 44 days off, that’s the whole month that you’re gone. You’ll come back and they’re going to fire you. You’re going to be in the unemployment line. –Manager Some stuff you just want to hold onto. – Employee Because in case of an emergency — life is unpredictable. – Employee
  • 18. Only 26% of workers are employed by companies with “Use it or Lose it” policies, while nearly three-quarters can roll over, be paid 18 out, or bank unused leave. Further, few workers are unaware of the options available to them. What Happens to Unused PTO – Among Total Q5. If you do not use all of your paid time off by the end of the year, which of the following does your company allow you to do? Please select all that apply. Q11. How many days of paid time off did you permanently lose last year? These are days that were not rolled over, banked, or paid out. 54% 19% 10% 26% 4% You can roll over some or all of it into the next year You can be paid out for it You can bank it (for things like maternity/paternity leave, retirement) You lose all of it at the end of the year Don’t know 11% report having lost PTO, 9% don’t know
  • 19. 19 Half of those with PTO days that can be banked or rolled over is allowed to carry 11 or more days into the next calendar year. 20% 19% 21% 10% 30% Q6. How many of your paid time off days are you permitted to roll over or bank into 2015? 1-5 6-10 11-15 16-20 21 or more Number of PTO Days that Can Be Rolled Over or Banked Among Those Who Can Roll Over or Bank PTO Days
  • 20. 20 Nearly half of those with the ability to roll over days say that these days do not expire. Q9. When do days off that you have rolled over expire? 19% 47% 2% 2% 21% 5% 5% They do not Don't know expire After more than two years Within 6 Within 1 year Within 2 years months of the following year Within 3 months of the following year Expiration Date of Rolled-Over PTO Days Among Those Who Can Roll Over PTO Days
  • 21. Roughly one-fifth of workers are able to roll over and bank PTO days without facing any limits. Among those who are subject to caps, a majority do not face a cap unless they attempt to roll over or bank in excess of 11 days. One in five is unsure as to the limits of the 21 policy in place. Is There a Cap on the Number of PTO Days that Can Be Rolled Over/Banked? Among Those Who Can Roll Over/Bank PTO Days 62% 19% 18% Yes No Don't know Cap on PTO Days that Can Be Rolled Over/Banked 17% 16% 13% 12% 15% 24% 1-5 6-10 11-20 21-30 31-50 51 or more Among Those Who Say Yes Q7. Is there a cap on the total number of days that you can roll over or bank? Q8. What is that cap on the number of days? [ENTER NUMERIC.]
  • 22. The widespread acknowledgment that the importance of taking PTO is paramount is not matched by workers’ perceptions of ease 22 when it comes to taking PTO. Rather, only six in ten find it easy to use their PTO and only one-third believes this strongly. Ease of Taking PTO TOTAL EMPLOYEES SENIOR BUSINESS LEADERS Q15. Generally speaking, how easy or difficult is it for you to use your paid time off? (Darker colors used to indicate intensity.) 62% 17% 65% 14% 49% 32% 33% 20% 3% 34% 20% 2% 24% 19% 5% Easy Neither Difficult Easy Neither Difficult Easy Neither Difficult Utilizing PTO poses a greater challenge to senior business leaders: a majority of senior business leaders (51%) either characterize their experience using PTO as difficult or neither easy nor difficult. 30% 31% 14% 12% 27% 25%
  • 23. Over three in ten believe their employer retains ultimate control over their PTO. Workers who believe the company controls their PTO 23 are more likely to be unhappy with the company for which they work. TOTAL EMPLOYEES SENIOR BUSINESS LEADERS Q18. Who ultimately has control over your ability to use your paid time off? Please indicate if you feel this way strongly or only somewhat. (Darker colors used to indicate intensity.) 69% 31% 67% 33% 78% 22% 34% 10% 33% 12% 39% 5% I do The company I work for does I do The company I work for does I do The company I work for does Who Controls Your PTO? 20% 21% 17% The Approach of the Happy and Less Stressed • Seven-in-ten who say they are happy with their job, happy with the company at which they work and who are not stressed by their work life say they have ultimate control over their PTO. • Furthermore, the differences between these individuals and their unhappy and stressed out counterparts are statistically significant. 35% 34% 39%
  • 24. Though the importance of taking PTO is nearly universally acknowledged, company culture’s communication failure is reflected in the 24 two-thirds of workers who do not believe that their company encourages taking PTO. 13% Q17. Thinking about the corporate culture at the company you work, would you say it…? 41% 3% 41% 13% 31% 7% 49% 32% 13% TOTAL 48% 6% EMPLOYEES SENIOR BUSINESS LEADERS Corporate Culture’s Attitude Towards PTO ENCOURAGES TAKING PTO DISCOURAGES TAKING PTO NEITHER ENCOURAGES NOR DISCOURAGES TAKING PTO SENDS MIXED MESSAGES ABOUT TAKING PTO Senior business leaders are more likely to recognize company culture’s efforts to promote PTO. However, this number still ties with the perceived indifference or silence coming from the company about taking PTO.
  • 25. In fact, nearly one-fifth of senior business leaders admits to never talking about the benefits of taking time off with employees. 25 3% Frequency of Communication Regarding Merits of Taking Earned Leave – Among Senior Business Leaders 14% 26% 24% 14% 19% Once a week Once or twice a month Once every quarter Two to three times a year Once a year Never I don’t necessarily talk to my employees about taking their time, but I don’t hinder them when they come to me and say that they need to take time. Q31. How often do you talk about the merits of taking paid time off with the people who report to you? – Manager I don’t want to tell somebody to be happier… HR would be calling you. – Manager 33% “
  • 26. Though over seven in ten have taken PTO for a planned event in the last six months, 14% have not used PTO for a planned event in Most Recent Planned PTO I have never used my PTO for something planned 26 over a year. 33% 34% 30% 39% 39% 40% 14% 13% 18% 9% 9% 9% 1% 1% 0% 4% 5% 2% Less than 1 month ago 1 - 6 months ago 7 - 11 months ago 1 year - 5 years ago 6 or more years ago Behavior Among Those With Differing Perspectives of PTO • Those who recognize the personal importance of taking PTO are nearly three times more likely to have used PTO for a planned event in the past month compared to those who do not find it important (34% versus 12%). • Those who find it challenging to use their PTO are less likely to have taken time off in the last month. There is a double-digit gap in PTO use in the past month among those who find it easy and difficult to take PTO (35% versus 25%). TOTAL EMPLOYEES SENIOR BUSINESS LEADERS Q19. When was the last time you used your paid time off for a planned event, such as a vacation or family/personal event?
  • 27. Many of the top uses of PTO are for planned events. Vacation accounts for the majority of PTO use, with nearly two-thirds using PTO 27 in order to take a vacation. What Workers Have Used PTO for During the Past Year – Among Total Q23. In the past year, for which of the following did you use your paid time off? Please check all that apply. 64% 46% 31% 29% 28% 21% 14% 14% 14% 12% 11% 11% 9% 9% 5% 3% 2% 2% 9% Vacation To create a long weekend for yourself To use the days off that you are given It was the day before or after a major holiday, such as the day before You were sick You had family or friends in town visiting A child had a special activity, such as a play, an awards ceremony, or a big game For your birthday To work on a home-improvement project, such as building a deck or fixing Something at your home broke or wasn't working properly, and you had to wait To attend a funeral following a death in the family The weather made it difficult to get into the office A child was sick To attend a wedding Religious holiday You or your spouse/significant other had a baby To get married To supplement maternity/paternity leave Other
  • 28. 28 The Logistics and Reality of Taking Paid Time Off
  • 29. 29 Four in ten say their spouse or significant other is the most supportive of using PTO. 38% 40% 27% Most Supportive of You Using PTO 8% 8% 9% 42% 39% 52% 4% 4% 4% 3% 3% 2% 3% 3% 4% 1% 1% 1% 0% 1% 0% You, yourself Your boss/the company for which you work Your spouse/significant other Your child/children Your friends Your coworkers Your family/parents/relatives (vol.) Other (specify) Among Whom a Spouse/ Significant Other is Most Supportive • Senior business leaders identified spouses as the most supportive to them of using PTO. • A spouse or significant acting as the chief supporter of using PTO requests is most notable among many groups of men: married men, younger men, college-educated Q16. When you are thinking about using your paid time off, who is MOST supportive of you using it? men, and men who are senior business leaders. TOTAL EMPLOYEES SENIOR BUSINESS LEADERS
  • 30. 30 Seven in ten employees consider their family first when planning PTO. This trend holds across all demographic subgroups – majorities all check with what works best for those in their personal lives when planning PTO. 61% 38% 71% 28% 69% Q24. Complete the following statement: “When planning time off, I generally check what works BEST for_________.” 30% TOTAL EMPLOYEES SENIOR BUSINESS LEADERS Planning Paid Time Off MY FAMILY/FRIENDS/ OTHERS IN MY PERSONAL LIFE MY BOSS/COWORKERS/ OTHERS IN MY PROFESSIONAL LIFE • Taking PTO is not easy for everyone. Those who find taking PTO difficult are more likely to check with work first (46%), while those who find taking PTO easy defer more to family during the planning process (72%). • 73% of those with a happy marriage or happy relationship with their significant other check with family first when planning time off.
  • 31. 31 Even with a supportive work environment, workers confront challenges to taking PTO. 40% 35% 33% 33% 28% Challenges to Taking PTO – Among Total 22% 22% 21% 20% 20% 20% 19% 17% 17% 16% 15% 12% 9% 11% 7% 4% 4% 9% 8% 5% 5% 3% 4% 4% 3% 4% 3% I would come back to a mountain of work No one else at my company can do the work while I’m away I cannot afford a vacation Taking time off is harder to do the higher up you get in a company I want to show complete dedication to the company and my job I don’t want others to think that I am replaceable I can bank or roll over my unused paid time off I get paid for my unused paid time off I would be expected to respond to work matters and e-mails anyways… The company’s culture does not promote taking time off I feel guilty using my paid time off I don’t want to lose consideration for a promotion or pay raise I would prefer to work rather than take time off I am afraid of what my boss would think I am afraid I would lose my job Taking time off is something that comes with seniority Makes it very difficult to take your PTO Makes it very/somewhat difficult to take your PTO Q27. Here is a list of reasons people have said make it difficult for them to use their paid time off. For each, please indicate if it makes it very difficult, somewhat difficult, not too difficult, or not at all difficult for you personally to use your paid time off.
  • 32. Nearly three-quarters of employees are able to disconnect from work while taking time off. However, senior business leaders 32 struggle to disengage and are twice as likely to remain plugged in. Interaction with Work During PTO 12% 8% 29% 16% 12% 37% 11% 7% 29% 20% 14% 46% 11% 8% 22% 3% 1% 12% 5% 4% 13% 0% 0% 2% TOTAL EMPLOYEES SENIOR BUSINESS LEADERS 68% 74% 37% Work called Work e-mailed I responded to work calls I responded to work e-mails I spent time working Someone with whom I was with during the time off, such as a spouse/significant other, nagged me because I was doing work I brought work with me I lied to someone I was with, such as a spouse/significant other, in order to do work without that person knowing None of the above Q22. Still thinking about your most recent planned paid time off experience, which of the following, if any, happened during your time off? Please select all that apply.
  • 33. When planning PTO, coworkers check a master calendar, remind others of their absence and coordinate to ensure project coverage. Yes, This Generally Happens During PTO People coordinate with coworkers to have coworkers cover their responsibilities People send a reminder that they will be gone in advance of leaving for their PTO 33 71% 70% 75% 70% 68% 82% 63% 62% 64% 62% 60% 70% 60% 57% 72% 56% 54% 66% 51% 50% 56% 34% 31% 52% 25% 22% 35% 24% 22% 34% After coming back to work, people talk about their experience and its benefits when taking PTO Coworkers encourage each other to take their PTO Coworkers check a master calendar or shared calendar before planning PTO My boss encourages employees to take their PTO People finish all of their projects and tasks before leaving for their PTO Work calls/e-mails during people's PTO People complete work during their PTO People check in during their PTO Q25. Please indicate if this is something that generally happens at the company you work when employees plan and use their paid time off. TOTAL EMPLOYEES SENIOR BUSINESS LEADERS
  • 34. The planning and encouragement regarding PTO at the offices of happy employees resembles the behaviors focus group participants Cultivating a Happy Workforce • There are dramatic differences in the corporate culture governing PTO separating those who are happy with their jobs and companies and those who are not. The 3 areas where these differences emerge are: • Happy workers are significantly more likely than unhappy workers to say that: 34 identified with “model employees.” • Encouraging others to take PTO, • Planning PTO, and • Talking about PTO after using PTO. • Their boss and coworkers encourage people to take their PTO, • People finish all of their projects and tasks before leaving, • People coordinate with coworkers to have coworkers cover their responsibilities, • People send a reminder that they will be gone in advance of leaving, and • People talk about their experience and its benefits upon their return to work. I think the model employee sets everybody else up to be successful while they’re gone. So they do that work before they leave so that all those loose ends are wrapped up so that they can get — and it’s up, it’s obviously selfish too, so that they can get fewer phone calls and fewer emails when they get back. So obviously being really thoughtful well in advance and starting to wrap things up and delegate different things to different people, make sure they’re comfortable with what they’ve been tasked with. – Manager They’re more conscientious about taking time off… Like, they would schedule their time or they would try…they’re more conscientious of their coworkers. Somebody has to be there. – Employee Q25. Please indicate if this is something that generally happens at the company you work when employees plan and use their paid time off.
  • 35. 35 Benefits of Taking Paid Time Off
  • 36. 36 Workers’ positive associations with taking PTO produce high ratings of recent PTO experiences. Q20. What ONE word would you use to describe your most recent planned paid time off experience? [OPEN END.] Q21. On a scale from 0-100, where 0 means it was an absolutely horrible experience, and 100 means it was absolutely wonderful, how would you rate your most recent planned paid time off experience? 60% Would rate their most recent PTO experience a 90 or higher on a scale out of 100. 30% Give their most recent planned PTO experience a perfect, 100 out of 100 rating.
  • 37. Aligning with the attributes defining workers’ latest PTO experience, the benefits of PTO that earn the greatest breadth and depth of 37 agreement are those that facilitate people’s happiness, health, personal relationships, and ability to relax and recharge. 90% 85% 88% Top-Tier Benefits of Taking PTO – Among Total 79% 84% 82% 79% 56% 52% 50% 46% 45% 44% 38% Helps me relax and recharge Makes me a happier person Gives me the opportunity to engage in activities that I enjoy Strengthens bonds with my family and/or friends Reduces my stress level Allows me to disconnect from work Improves my overall health Strongly agree Strongly/somewhat agree Differences Between Senior Business Leaders and Employees • There are few differences between senior business leaders and employees on the advantages of PTO – both groups identify and agree with these advantages.. • Senior business leaders are more likely to indicate strengthening bonds with their families and/or friends is a benefit they associate with taking PTO compared to employees (86% versus 77%). Q26. Based on your experiences taking your paid time off, please indicate if you agree or disagree with each of the following. Taking my paid time off…
  • 38. Benefits of PTO struggling to gain the traction exemplified by those in the top tier tend to focus on PTO as a catalyst for improved 38 65% 61% Second-Tier Benefits of Taking PTO – Among Total 46% 39% 35% 24% 21% 28% 25% 13% 18% 14% 12% 7% 7% 4% Improves my concentration and makes me more productive at work Makes me more satisfied at work Makes me more creative, which helps me generate new ideas and approaches Makes me more educated, cultured, and interesting Saves me money by not having to pay commuting or other work-related costs Allows me to learn a new skill Allows me to dedicate time to volunteering or doing charitable work Helps me advance my career faster work performance. Strongly agree Strongly/somewhat agree Differences Between Senior Business Leaders and Employees Senior business leaders are also more likely to see the positive impact on work that accompanies taking PTO. Specifically, the are more likely to agree that taking their PTO, • Improves their concentration and makes them more productive at work (73% versus 64%); • Makes them more satisfied at work (71% versus 59%); • Makes them more creative, which helps them generate new ideas and approaches (56% versus 43%); • Makes them more educated, cultured, and interesting (49% versus 37%); • Allows them to dedicate time to volunteering or doing charitable work (29% versus 20%). Q26. Based on your experiences taking your paid time off, please indicate if you agree or disagree with each of the following. Taking my paid time off…
  • 39. 39 Messages that Motivate Taking and Approving Paid Time Off
  • 40. 40 Many effective messages leverage top-of-mind associations and broadly-held benefits identified with taking time off. 88% 84% 80% 77% 77% 69% 70% 50% 49% Messages That Encourage Taking PTO – Among Total 56% 47% 43% 43% 40% 36% 34% 28% 27% Taking time off gives me a much-needed opportunity to de-stress and avoid burning out. Taking time off gives me a chance to reset and take a break from my colleagues, which improves my morale when I return. My boss fully supports me when I need to take my time off and encourages me to do so. By taking time off I recharge, renew and ultimately improve my performance at work – maybe even earn a raise or promotion. My co-workers fully support me when I take time off and will step up to cover my workload, because they know I’ll do the same when they take time off. My company has made it an organization-wide policy to encourage all workers to take their time off. My boss supports me in taking time off by managing my workload while I’m away. One of the categories I’m evaluated on in my performance review is paid time off. In order to do well, I have to use my paid time off. The talent leaders and HR department say that employees who take more of their paid time off receive promotions and raises more quickly. Very likely Very/somewhat likely Q28. Below is a list of statements some people have made. Assuming that each was true, how likely would you be to take more of your paid time off because of this statement?
  • 41. Convincing Reasons to Approve PTO Requests – Among senior business leaders % of Senior Business When employees use their time off, they return By using their time off, my employees can de-stress, Encouraging my employees to use their time off can dramatically cut down on turnover and When employees use their time off, they return Encouraging employees to use their time off makes them more willing to put in long hours 41 Messages targeted to senior business leaders resonate as reasons to approve PTO requests, but even the most compelling statements are currently only being communicated by two-thirds of senior business leaders. 91% 90% 90% 90% 81% 50% 50% 49% 41% 37% recharged and renewed, ready to work more efficiently and productively. and improve their health and well-being — ultimately cutting down on sick days and burnout. improve morale. to work with improved focus and creativity. and over time when I really need them. Q29. Here is a list of some of the advantages of having employees use their paid time off. After reading each, how convincing is it to you as a manager as a reason to approve a paid time off request? (Darker colors used to indicate intensity.) Q30. Have you ever communicated any of the following statements to someone who reports to you? Leaders Who Have Said This to a Direct Report 66% 68% 48% 64% 43% Very convincing Very/somewhat convincing
  • 42. 42 Senior Business Leader Views on PTO
  • 43. SOMEWHAT IMPORTANT 43 Over nine in ten senior business leaders recognize the importance of their direct reports using their PTO. Importance of Direct Reports Taking PTO 95% 41% 40% 14% 2% 3% 4% Q14. Thinking about the people who report to you, how important is it to you that they use their paid time off? (Darker colors used to indicate intensity.) EXTREMELY IMPORTANT VERY IMPORTANT NOT VERY IMPORTANT NOT AT ALL IMPORTANT “ I want my people there when they’re at their best. I think in order to be at their best, they need to take time to de-stress…. – Manager And I put in that it promotes…the healthy lifestyle, promotes a stress-free person mentally, physically. – Manager
  • 44. Yet, over one-quarter refrains from describing approving PTO requests as easy, with difficulties stemming from the additional burden 44 placed on other employees, including themselves. 72% Ease of Approving PTO Requests 8% 36% 20% 1% Easy Neither Easy Nor Difficult Difficult Biggest Challenges to Approving PTO Among Those Who Do Not Find it Easy (N=60*) 9% 8% 6% 7% 17% 1% 7% 14% 32% It places an extra burden on other employees The quality of work products suffer It places an extra burden on me It jeopardizes the company's bottom line It does not align with the company's culture It interferes with meeting deadlines (vol.) Other None/nothing (vol.) Refused Q33. How easy or difficult is it for you to approve paid time off requests? (Darker colors used to indicate intensity.) Q34. For you, which of the following is the biggest challenge to approving paid time off requests? (*Denotes small n-size.) 35% 7%
  • 45. Furthermore, employees who take all of their earned leave face disapproval or uncertainty regarding their dedication, productivity, 45 and advancement prospects from over one-third of senior business leaders. They are less dedicated to their jobs They are less likely to be promoted They are generally less productive Q32. For your employees who take all of their paid time off, how would you describe them? (Darker colors used to indicate intensity.) 15% 61% 10% 64% 15% 61% 5% 24% 35% 1% 25% 42% 1% 24% 38% Agree Neither Agree Nor Disagree Disagree Agree Neither Agree Nor Disagree Disagree Agree Neither Agree Nor Disagree Disagree Senior Business Leaders’ Impressions of Employees Who Take All Their Leave 10% 14% 10% 26% 22% 23%
  • 46. 46 Travel Effect is the U.S. Travel Association’s research-driven initiative to prove the personal, business, social and economic benefits that taking earned time off can deliver. For more information about survey findings, visit TravelEffect.com. The U.S. Travel Association is the national, non-profit organization representing all components of the travel industry that generates $2.1 trillion in economic output and supports 14.9 million jobs. U.S. Travel's mission is to increase travel to and within the United States. For more information, please visit USTravel.org. GfK is the trusted source of relevant market and consumer information that enables its clients to make smarter decisions. More than 13,000 market research experts combine their passion with GfK’s 80 years of data science experience. This allows GfK to deliver vital global insights matched with local market intelligence from more than 100 countries. By using innovative technologies and data sciences, GfK turns big data into smart data, enabling its clients to improve their competitive edge and enrich consumers’ experiences and choices. For more information, please visit GfK.com or follow GfK on Twitter: @GfK_en.