Jur Ding
Jur Ding
                                              Job-related distress has been a focal concern in occupational health science. Job-related
                                              distress has a well-documented health-damaging and life-threatening character, not to
                                              mention its economic cost. In this article, we review recent developments in research
                                              on job-related distress and examine ongoing changes in how job-related distress is
                                              conceptualized and assessed. By adopting an approach that is theoretically, empirically,
                                              and clinically informed, we demonstrate how the construct of burnout and its measures,
                                              long favored in research on job-related distress, have proved to be problematic. We
                            Edited by:        underline a new recommendation for addressing job-related distress within the long-
                         Wulf Rössler,
                                              established framework of depression research. In so doing, we present the Occupational
           Charité University Medicine
                      Berlin, Germany         Depression Inventory, a recently developed instrument devised to assess depressive
                        Reviewed by:          symptoms that individuals specifically attribute to their work. We close our paper by
                     Yuan-Pang Wang,          laying out the advantages of a paradigm shift from burnout to occupational depression.
        University of São Paulo, Brazil
                    Francesco Chirico,        Keywords: depression, anxiety, occupational depression inventory, work stress and burnout, job-related distress,
      Catholic University of the Sacred       occupational health science, Maslach Burnout Inventory
                             Heart, Italy
                  *Correspondence:
                  Irvin Sam Schonfeld         INTRODUCTION
            ischonfeld@ccny.cuny.edu
                                              Job-related distress, a focal concern of occupational health science, has well-documented health-
                    Specialty section:        damaging and life-threatening effects, not to mention economic costs. Burnout and depression
          This article was submitted to       have constituted two key indicators in research on job-related distress over the last decades.
                  Public Mental Health,           Considerable evidence has accumulated to show that chronic exposure to adverse working
                a section of the journal      conditions contributes to the emergence of depressive symptoms and disorders (1–3). Depression
              Frontiers in Public Health
                                              can culminate in suicide, including workplace suicide (4). Burnout is thought to reflect the personal
        Received: 16 October 2021             impact of chronic exposure to adverse working conditions. Given the common origins of burnout
      Accepted: 12 November 2021              and job-related depressive symptoms and disorders, it is important to examine the evidence bearing
      Published: 10 December 2021
                                              on their conceptualization.
                            Citation:             In theory, burnout is a gauge of job-related distress. It consists of three symptom dimensions,
   Schonfeld IS and Bianchi R (2021)
                                              the core dimension being (emotional) exhaustion (5). Maslach et al. (6) wrote that “[f]or use in
      From Burnout to Occupational
 Depression: Recent Developments in
                                              applied settings, a prudent approach when deciding to take action on the basis of burnout scores
   Research on Job-Related Distress           is to give the most weight to Emotional Exhaustion [EE] scores as they are the most reliable”
           and Occupational Health.           (p. 3), underlining the dimension’s central position in burnout. EE refers to feeling emotionally
      Front. Public Health 9:796401.          drained—the result of the worker’s chronic exposure to adverse job conditions. Burnout’s two other
   doi: 10.3389/fpubh.2021.796401             dimensions are depersonalization/cynicism (DP) and a reduced sense of personal accomplishment
(rPA), also known as professional inefficacy (6). DP refers to              regarding its relation to depression. First, although multiple
the worker being socially distant, disengaged, and possessing a             factors can give rise to depression, abundant evidence from well-
cynical attitude toward coworkers and the people the worker is              controlled longitudinal studies indicates that workplace stressors
supposed to serve (e.g., patients, students, customers); rPA refers         are related to increased levels of depressive symptoms (measured
to the worker feeling that he or she fails to accomplish worthwhile         by cause-neutral symptom scales) and elevated risk of depressive
job-related goals. Many researchers have advanced the view that             disorders (2, 3, 17, 18). It is unlikely that job stressors increase
burnout is distinct from depression (5, 7).                                 the risk of burnout without commensurately increasing the risk
    This paper has a twofold aim. First, we examine sets                    of depressive symptoms and disorders (19, 20).
of research findings and observations that bear on the                         Second, burnout’s core dimension, exhaustion, is highly
conceptualization of job-related distress in the context                    related to depressive symptoms. Although some meta-analytic
of the burnout–depression relationship, approached both                     evidence suggests an average burnout/exhaustion–depression
dimensionally and categorically. Second, we provide a                       correlation in the 0.50 s (21, 22), other meta-analytic research (11,
recommendation for assessing job-related distress by way                    23) indicates that the burnout/exhaustion–depression correlation
of a new measure that may help occupational health specialists              can reach 0.70–0.80 and higher, particularly when measurement
support individuals and organizations more effectively.                     error is controlled. Meier and Kim (22) observed that a
                                                                            correlation of 0.50 has been used to advance the view that
                                                                            (a) burnout and depression do not overlap and (b) burnout
BURNOUT AND DEPRESSION                                                      and depression do overlap. Correlation coefficients should be
Burnout has been conceptualized as a set of symptoms,                       understood in context. The research of Wurm et al. (24)
largely fatigue-related, that are caused by adverse working                 provides some of that context. These authors obtained a
conditions. An exemplary item from the most frequently                      burnout–depression correlation of 0.52 in a sample of 5,897
used burnout measure, the Maslach Burnout Inventory (MBI),                  physicians, and observed that, compared to an almost-symptom-
demonstrates that idea: “I feel emotionally drained from my                 free reference group, as burnout symptoms increased stepwise
work” (6). The symptom in question is explicitly attributed to              from mild to moderate to severe to extremely high levels, the odds
the individual’s job. Burnout scales like the MBI have been                 ratio for major depression increased dramatically, from 2.99 to
linked to prominent occupational risk factors such as excessive             10.14 to 46.84 to 92.78.
workloads and reduced control over job tasks (8, 9). From a                    Because fatigue and sleep problems are symptoms of
methodological standpoint, given that burnout items reference               depression (25), fatigue-related items are commonly found in
both the dependent variable (the symptoms) and independent                  depression symptom scales. Maslach and Leiter (7) argued that,
variable (workplace stressors), it is no surprise that burnout scales       because depression scales include fatigue-related symptom items,
are related to perceived workplace stressors, particularly when             a high burnout–depression correlation may be a methodological
cross-sectional designs are used [see (10)].                                artifact. However, empirical research in which fatigue-related
   Depression involves a cluster of affective, cognitive,                   items were stripped out of depressive symptom scales barely
behavioral, and somatic symptoms (e.g., dysphoric mood                      changed the correlation (23, 26).
and anhedonia). Though depression is nosologically and                         Exploratory structural equation modeling bifactor analyses
diagnostically defined, there is robust evidence that depression            extract a general factor on which all items can, theoretically,
is better conceived of as a dimensional phenomenon—a                        load and specific factors (bifactors) on which items are allowed
continuum—with only individuals at the highest end of the                   to cross-load. In several studies (11, 27, 28), depression and
continuum meeting criteria for formal diagnoses of depression               exhaustion items primarily loaded on the general factor. The DP
(11–13). Depressive symptom scales differ from burnout                      and rPA items tended to load more highly on their respective
scales in an important way. Except for the recently developed               specific factors than on the general factor with exemplary
Occupational Depression Inventory (14), described later,                    exceptions. For example, the rPA item “I feel very energetic,”
depressive symptom scales are “cause-neutral.” This is not to say           which, understandably, reflects the opposite of exhaustion, has a
that depressive symptoms and disorders are void of causes, only             strong negative loading on the general factor and a much weaker
that assessment instruments tend to focus on symptom severity               loading on the rPA-specific factor.
rather than symptom causes. Situations involving unresolvable                  What construct do depression and burnout’s exhaustion
stress, in which individuals feel helpless and trapped in the face          (sub)scales measure? Schonfeld et al. (23, 27) advanced the view
of negative events perceived as uncontrollable and impossible               that the construct is a dimension of psychopathology that can
to surmount, have long been identified as crucial depressogenic             be labeled psychological distress/dysphoria. More than 40 years
factors (15, 16).                                                           ago, Dohrenwend et al. (29) found that measures of dread,
                                                                            sadness, anxiety, helplessness/hopelessness, and poor self-esteem
                                                                            correlated about as highly as the scales’ reliabilities permitted,
OBSERVATIONS BEARING ON                                                     suggesting that the scales reflect the same underlying construct.
BURNOUT’S RELATION TO DEPRESSION                                            The investigators labeled the construct psychological distress.
                                                                            More recent research on psychopathology has provided evidence
We now examine six sets of observations that bear on                        for a distress or internalizing dimension reflecting depressive
the problematic nature of the burnout construct, particularly               and related (e.g., anxiety) symptoms (12, 27, 30, 31). Structural
equation modeling (SEM) evidence indicates that one cohesive                  found that 90% of the individuals in the burnout group met
distress factor underlies depressive, anxiety, and exhaustion                 criteria for a provisional diagnosis of depression. Schonfeld
symptom items (27).                                                           and Bianchi (20) obtained similar findings using the Shirom-
    Some have argued that burnout (or depression) may mediate                 Melamed Burnout Measure. Such findings suggest that if “clinical
the impact of job stressors on depression (or burnout). However,              burnout” (i.e., burnout as a medical diagnosis) were to be defined
that the discriminant validity of burnout vis-à-vis depression                someday, its differential diagnosis vis-à-vis clinical depression
has not been clearly demonstrated undermines the argument.                    would be impossible, undermining burnout’s clinical validity and
Moreover, such an argument is difficult to articulate when                    usefulness (38).
approaching both burnout and depression dimensionally (i.e.,                      A related set of findings indicates that as burnout symptoms
as continua).                                                                 increase, the risk of meeting criteria for a diagnosis of depression
    Third, if burnout is a syndrome comprising EE, DP, and rPA—               increases. This pattern has been replicated across occupational
as indicated by Maslach and colleagues (5, 6)—one would expect                groups, including physician (24), teacher (20, 37), and dentist
the EE, DP, and rPA subscales of the MBI to be more highly                    (39) samples. Ahola et al. (19) went on to observe that “burnout
correlated with each other than with non-burnout scales. Meta-                could be used as an equivalent to depressive symptoms in work
analytic and SEM evidence (11, 23), however, indicates that EE                life” (p. 35).
is more highly related to depressive symptoms than to DP and                      Fifth, “[o]ften insomnia or fatigue is the presenting complaint”
rPA, undermining the idea that burnout is a (distinct) syndrome               when a depressed individual seeks help from a clinician [(25);
(11, 23). In other words, if exhaustion is part of a syndrome, it is          p. 162]. An experienced clinician recognizes the disorder.
part of a depressive syndrome (10, 11).                                       Freudenberger (40), the first investigator to write about
    Interestingly, several methodological factors work against                burnout in a research journal, observed that the burned-out
finding the magnitude of the EE–depression correlation to                     individual “looks, acts and seems depressed” (p. 161). Exhaustion
be stronger than the correlations among the MBI’s subscales,                  complaints can mask broader depressive syndromes, especially in
suggesting that the EE–depression link is sturdy. First, the                  male and younger patients. Exhaustion then acts as a metonym
abovementioned “energetic” item on the rPA subscale of the                    for depression.
MBI likely increases the magnitude of the EE–rPA correlation.                     Sixth, the nomological networks of burnout’s exhaustion
Second, depression symptom items cover the previous 1 or 2                    core and depression parallel each other. Research has, inter
weeks whereas MBI items cover the previous year. Third, the                   alia, identified parallels in burnout/exhaustion’s and depression’s
wording of the items in the MBI subscales are substantially                   relationship to the following: cognitive style [e.g., attentional,
similar, each item referencing work, but depression items cover               interpretational, and memory biases, rumination, pessimistic
diverse symptoms without a common causal reference. Despite                   attributions; (41–43)]; anxiety, workplace support, and exposure
the influence of these methodological factors, the magnitude                  to nonwork stressful life events and job-related adversity (20, 27);
of the EE–depression correlation is greater than that of the                  and job satisfaction, illegitimate work tasks, and work-nonwork
correlations among the MBI subscales.                                         interference (44).
    How are the MBI’s other dimensions, DP and rPA, related                       In this disquisition on burnout and depression, we do not
to depression? They have non-zero correlations with depressive                advance the view that the burnout construct is identical to the
symptoms. DP supposedly reflects a strategy for coping with EE                construct of work-related depression. Extensive findings show
(5, 32). It is reflective of “not caring anymore,” a feature associated       that burnout’s exhaustion core and fatigue-related symptoms are
with depression (25). rPA is likely to be a long-term consequence             important symptoms of work-related depression, but not the only
of exhaustion (5, 33). It parallels the negative evaluations of one’s         symptoms of work-related depression. The burnout construct
worth associated with depression (25).                                        captures a depressive phenomenon, but in a truncated manner.
    Fourth, there are no clear or consensual diagnostic criteria                  Some depressed workers may represent themselves as “burned
for burnout. Maslach et al. (6) indicated that the MBI is not                 out” to reduce stigma. However, the sparse comparative literature
a diagnostic tool. That admonition has not stopped researchers                on the issue suggests that both conditions are similarly
from treating burnout diagnostically. Rotenstein et al. (34) found            stigmatizing (45). Moreover, the stigma recruiters attach to
142 unique definitions of burnout in the literature on physicians.            burnout is a barrier to employment and promotion (46).
When attempting to treat burnout diagnostically, researchers                      We summarize the reasons for identifying burnout symptoms
generally define a case arbitrarily, as an individual with a                  as depressive symptoms. First, job stressors elicit both burnout
score above a predetermined cutoff on a burnout (sub)scale.                   and depressive symptoms. Second, burnout’s core dimension,
Bianchi, Schonfeld, and colleagues (35, 36) observed that many                exhaustion, correlates highly with depressive symptoms. Third,
researchers identify individuals as cases of burnout based on                 exhaustion correlates more highly with depressive symptoms
surprisingly low scale scores. Such case-identification procedures            than with burnout’s other putative burnout dimensions,
fail to distinguish an individual experiencing pervasive distress             DP and rPA. Fourth, as burnout symptoms increase, the
from an individual confronting a day in which job stress                      risk of a depressive diagnosis increases. Fifth, often with
increased but was still within the “normal range.” When                       depression, the presenting complaint is exhaustion, the core
Bianchi et al. (37) used an MBI cutoff corresponding to                       symptom of burnout. Sixth, the nomological networks of
burnout symptoms experienced at least a few times a week                      burnout’s exhaustion core and depression closely parallel
(a frequency assumed to represent pervasive distress), they                   each other.
   Finally, we assert that the symptoms burnout scales assess                        depression in organizations and occupational sectors. Because
are some of the symptoms that characterize depression, but                           the instrument is brief, it reduces the burden on the respondent
not all the symptoms that characterize depression. Kasl (47)                         completing it. Unlike the MBI, the ODI is available at no cost.
already observed that a famous burnout scale that “reflects                             Compared to the ODI, MBI items manifest redundancy (e.g.,
exhaustion (physical, mental, and emotional) . . . can be seen as                    “Working with people all day is really a strain for me;” “Working
a major component of depression” (p. 396). Burnout scales miss                       with people directly puts too much stress on me)”, artificially
important depressive symptoms, such as suicidal thoughts. We,                        inflating the instrument’s reliability. The ODI does not exhibit
next, report on a new instrument that better fills the role that                     this limitation because each of its nine items focuses on a specific
burnout scales occupy in identifying workers adversely affected                      DSM-5 symptom of major depression. Item wording shows no
by their jobs.                                                                       explicit redundancy—yet the ODI has optimal reliability.
                                                                                        Because the ODI deliberately assesses symptoms the
THE OCCUPATIONAL DEPRESSION                                                          individual attributes to perceived job stress, we recommend
                                                                                     against using the instrument in cross-sectional research linking
INVENTORY
                                                                                     the ODI to perceived job-stressor measures. We recommend
Depression contributes heavily to the worldwide burden of                            research that employs longitudinal designs or that links objective
disease (48). Unresolvable stress is a primary depressogenic                         measures of job adversity to the ODI.
factor. Intractable stressors are often encountered at work. In                         We created the ODI for two practical purposes: (1) to help
view of the problem of job-related stressors evoking depressive                      occupational health specialists identify suffering workers and
symptoms in workers, we recently developed the Occupational                          take the appropriate steps to remediate the problem and (2)
Depression Inventory [ODI; (14, 49, 50)]. The ODI references                         to aid epidemiologists in estimating the prevalence of job-
the nine symptoms of major depression (25) and incorporates                          related depression such that appropriate public health policies
causal attributions to work. From a psychometric and structural                      can be established. A corollary to those two practical purposes
standpoint, the ODI is stronger than burnout scales (14, 49, 50).                    is that the ODI can help specialists identify depressogenic
In addition, the ODI assesses crucial symptoms such as suicidal                      organizations. For example, if within a given economic
ideation, a risk factor for work-related suicide. The construct                      sector, the prevalence of occupational depression is, say, 2.5%
of depression, which is deeply anchored in the ODI, has been                         but in one organization the prevalence is 25%, problematic
and continues to be highly researched. A diagnosis of depression                     working conditions are likely to plague that organization.
has consensual criteria, such as the widely employed criteria                        The ODI would be the sentinel that signals occupational
in the DSM-5, which contrasts sharply with Rotenstein et al.’s                       health specialists to take action to help troubled workers and
(34) finding that researchers have employed 142 different unique                     improve workplaces.
categorizations of burnout.
   In contrast to other depressive symptom scales (e.g., the CES-                    DATA AVAILABILITY STATEMENT
D), the ODI explicitly asks respondents whether they attribute
each depressive symptom to their job (e.g., “My experience                           The original contributions presented in the study are included
at work made me feel like a failure”). The instrument has                            in the article/Supplementary Material, further inquiries can be
a protocol to help rule out symptoms attributed to nonwork                           directed to the corresponding author.
sources (e.g., a conflictual spousal relationship) or a source the
respondent cannot identify. The ODI can be used in two different                     AUTHOR CONTRIBUTIONS
ways. First, it can quantify work-related depressive symptoms
along a continuum of severity. Second, the instrument produces                       ISS wrote the initial draft of the paper. RB edited the draft and
provisional diagnoses of work-related depression. The ODI is                         added to it. The draft went back and forth between ISS and RB
currently available in English, French, and Spanish (see the                         several times during which the two authors iteratively shaped the
Supplemental Material).                                                              paper and settled on its final form. Both authors contributed to
   Because the ODI can help identify workers with clinically                         the article and approved the submitted version.
significant job-related distress, occupational health specialists
(e.g., physicians, psychologists) can direct affected workers                        SUPPLEMENTARY MATERIAL
to treatment. We also recommend that specialists investigate
workplace stressors that contribute to distress and take steps                       The Supplementary Material for this article can be found
to ameliorate the stressful working conditions. The ODI can                          online at: https://www.frontiersin.org/articles/10.3389/fpubh.
also help epidemiologists estimate the prevalence of job-related                     2021.796401/full#supplementary-material
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    reasoning. Pers Individ Dif. (2022) 184:111213. doi: 10.1016/j.paid.2021.           Copyright © 2021 Schonfeld and Bianchi. This is an open-access article distributed
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