AGE DISCRIMINATION

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DevelopmentandValidationoftheWorkplaceAgeDiscriminationScale.pdf

O R I G I N A L P A P E R

Development and Validation of the Workplace Age Discrimination Scale

Lisa A. Marchiondo1 • Ernest Gonzales2 • Shan Ran3

Published online: 9 December 2015

� Springer Science+Business Media New York 2015

Abstract

Purpose Workplace age discrimination research is prolifer-

ating, but researchers lack a valid measure with which to capture

targets’ discriminatory experiences. We developed a measure of

perceived workplace age discrimination that assesses overt and

covert forms of discrimination and then compared older, mid-

dle-aged, and younger workers’ experiences.

Design/Methodology In Study 1, we developed the

Workplace Age Discrimination Scale (WADS) based on

older workers’ experiences using a deductive approach, a

qualitative study, and two quantitative surveys. In Study 2,

we validated the measure among young employees using a

qualitative and two quantitative surveys. In Study 3, we

tested the WADS among middle-aged workers and tested

models of invariance between age groups.

Findings Participants frequently endorsed covert dis-

criminatory experiences, which the WADS reflects. The

WADS contains convergent and discriminant validity, high

reliability, and a unidimensional structure across age groups.

It demonstrates criterion-related validity among older and

younger workers but not middle-aged workers, given their

low experiences of age discrimination. Age discrimination

frequency follows a U-shaped pattern across age groups.

Implications Researchers can use the WADS to identify

long-term outcomes of age discrimination and to further

compare workers’ discriminatory experiences. Practition-

ers and policymakers can use the measure to develop

interventions to ameliorate workplace age discrimination

and inform policymaking.

Originality/Value The WADS is the first validated mea-

sure of targets’ perspectives of workplace age discrimina-

tion. Our results challenge assumptions that only older

workers experience age discrimination (younger workers’

means were highest) and that age discrimination is usually

overt in nature (it is often covert).

Keywords Ageism � Age discrimination � Measurement � Older workers � Middle-aged workers � Young workers � Modern discrimination

… I wonder whether employers, or whether the public generally realizes that age discrimination is

illegal… Stuart Ishimaru, Chairman, U.S. Equal Employment

Opportunity Commission (EEOC 2009)

The opening quote illustrates the degree to which age

discrimination is tacitly accepted within U.S. society. This

phenomenon is not unique to the U.S. though; reports of

age discrimination abound globally (e.g., Balch 2015;

Hock 2015; Medhora 2015). The number of workplace age

discrimination claims through federal human rights agen-

cies is growing, reflecting the negative climates that a

growing number of workers face (e.g., EEOC 2013).

& Lisa A. Marchiondo marchiondo@unm.edu

Ernest Gonzales

geg@bu.edu

Shan Ran

shan.ran@wayne.edu

1 Anderson School of Management, University of New

Mexico, MSC05 3090, 1 University of New Mexico,

Albuquerque, NM 87131-0001, USA

2 School of Social Work, Human Behavior Department, Boston

University, 264 Bay State Road, Boston, MA 02215, USA

3 Department of Psychology, Wayne State University, 5057

Woodward Avenue, Detroit, MI 48202, USA

123

J Bus Psychol (2016) 31:493–513

DOI 10.1007/s10869-015-9425-6

This prevalence may not be surprising, given that age-

ism is often not considered as offensive or unjust as other

highly researched forms of prejudice such as racism and

sexism (Deal et al. 2010; Levy and Banaji 2002).

Employees hold numerous, pervasive stereotypes about

older adults, including beliefs that they are less competent

and adaptable than other workers (Cuddy et al. 2005;

Posthuma and Campion 2009). Stereotypes such as these

ultimately manifest in discriminatory behavior, including

lower rates of hiring and promoting older workers (Post-

huma et al. 2012). Given estimates that by 2020 one in four

U.S. workers will be age 55 or older (Hayutin et al. 2013)

and one in three U.K. workers will be over age 50

(Department for Work and Pensions 2013), the prevalence

of and tolerance for ageism is concerning, as more workers

may become targets.

The ability to adequately study and address age dis-

crimination is hampered by several limitations in the lit-

erature. First, coworkers’ and supervisors’ (i.e.,

‘‘perpetrators’’’) negative age stereotypes and discrimina-

tory behavior are well documented, but the literature

speaks less to older employees’ (i.e., ‘‘targets’’’) experi-

ences of such discrimination. Targets’ perspectives are

important—often essential—to capture in order to under-

stand the impact of discrimination on targets’ productivity

and well-being. Second, the literature attends primarily to

overt forms of discrimination (e.g., refusal to hire) and

often ignores low-intensity, covert discriminatory behav-

iors (e.g., social exclusion). Consistent with modern dis-

crimination theories, such as interpersonal discrimination

(Hebl et al. 2002) and selective incivility (Cortina 2008),

manifestations of workplace discrimination are not as

explicit as in times past (Marchiondo et al. 2015). Covert

discrimination more closely reflects the experiences of

many stigmatized groups and occurs more frequently than

overt discrimination (Madera and Hebl 2013), warranting

its inclusion in age discrimination research. Finally,

although emerging scholarship has begun exploring older

workers’ experiences of discrimination, a validated mea-

sure of workplace age discrimination from the target’s

perspective does not exist. Proxy and convenience items

prevent accurate measurement of targets’ experiences.

Given these limitations, our initial objective was to develop

a reliable and valid measure that captures older employees’

experiences of workplace age discrimination in its many

forms.

Though sparse, increasing literature suggests that

younger workers also face discriminatory treatment (e.g.,

Snape and Redman 2003). Despite their seeming dissimi-

larities, younger and older workers alike possess less

influence and fewer resources than middle-aged workers

(North and Fiske 2012). Both groups are subject to more

negative stereotypes (Finkelstein et al. 2013), which may

give rise to discriminatory treatment. Further, the nature of

age stereotypes (and discrimination) might be changing,

with younger workers being judged more negatively than

older workers (Bertolino et al. 2012; Finkelstein et al.

2013; Weiss and Maurer 2004). As such, the second

objective was to apply our measure of age discrimination to

younger workers to capture their experiences.

We contend that ageism operates dynamically across the

working lifespan and that vulnerable out-groups include

older and younger workers, with middle-aged workers

constituting the in-group. To test this idea, the third

objective was to administer our age discrimination measure

to middle-aged workers and test a curvilinear pattern of

discrimination across age groups.

Negative Attitudes and Discrimination Toward Older Employees

Workforces worldwide are ‘‘graying.’’ Increasing longevity

is extending the average work life, as employees are

physically able to work longer and prefer to do so for social

and psychological benefits (Freedman 2008). Employees

also work longer as the financial landscape of retirement

evolves in many countries and more employees are finan-

cially unprepared for retirement (Munnell and Sass 2008).

These forces, among others, are contributing to the growth

of the older workforce, underscoring the importance of

understanding older workers’ experiences.

Ample research has attended to attitudes toward older

employees. Stereotypes of older adults in general are

ubiquitous, overwhelmingly negative, and resistant to

change (Cuddy et al. 2005). Stereotypes of older employ-

ees include perceptions that they have lower performance,

possess lower potential for training and development,

refrain from change (Posthuma and Campion 2009; Rosen

and Jerdee 1976), have poorer interpersonal skills (Bal

et al. 2011), and are less healthy and trusting of others (Ng

and Feldman 2012). Measures designed to capture ageist

attitudes toward older adults emerged at least 60 years ago

(e.g., the Old People Questionnaire by Tuckman and Lorge

1953) and have undergone numerous iterations since (e.g.,

the Aging Semantic Differential by Rosencranz and

McNevin 1969; the Fraboni Scale of Ageism by Fraboni

et al. 1990). Thus, scholars have long recognized the need

to validly capture attitudes toward older adults.

Many researchers, too, have devoted attention to

employers’ and coworkers’ discriminatory behavior. For

instance, employers assign lower ratings to older adults for

hiring (Avolio and Barrett 1987), advancement (Bal et al.

2011), promotion and training (Rosen and Jerdee 1976),

and economic worth to organizations (Finkelstein and

Burke 1998). They also provide harsher recommendations

494 J Bus Psychol (2016) 31:493–513

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following poor performance (Rupp et al. 2006). It is clear

that older adults often face unreceptive climates at work.

Significantly less is known about older workers’ per-

ceptions of discrimination—perspectives that may drive

their job attitudes and success, mental and physical well-

being, and retirement plans. The age discrimination liter-

ature exists in stark contrast to research on sex- and race-

based discrimination in this respect, the latter of which

have largely centered on targets’ experiences and subse-

quent well-being. For instance, targets of sexual harass-

ment experience greater job withdrawal and lower

psychological and physical health (Fitzgerald et al. 1997).

Racial discrimination, too, is associated with adverse

physical and mental health (Williams et al. 1997; Williams

et al. 2003). Most of these deleterious effects have not been

linked to age discrimination or have been done so using

invalidated measures. We echo calls by Ruggs et al. (2013)

and North and Fiske (2012) for more research on age

discrimination. We extend these calls by highlighting the

need for greater attention to targets’ perspectives, which we

address in this paper.

Negative Attitudes and Discrimination Toward Younger Employees

Researchers and policymakers primarily attend to the

treatment of older employees (Finkelstein et al. 2013),

given their increasing numbers and legal protection in the

U.S. However, the prevalence of age discrimination toward

older workers may be changing (Weiss and Maurer 2004),

as age stereotypes appear to favor them over younger

workers (Bertolino et al. 2012; Finkelstein et al. 2013).

Expanding the scope of the ageism literature to capture

discrimination toward younger employees is important

given contentions that we have an ‘‘ageist ageism litera-

ture’’ that centers on the experiences of older adults

(Rodham 2001).

Although nascent, research on younger employees has

clearly demonstrated that they, like older employees, are

subject to a host of negative stereotypes. These include

assumptions that they are disloyal, inexperienced, unmo-

tivated, immature, irresponsible, and selfish (cf. Finkelstein

et al. 2013; Snape and Redman 2003). Younger workers

are rated lower than older adults on desirable personality

traits, such as conscientiousness, emotional stability, and

agreeableness, as well as on performance-related variables,

such as organizational citizenship behavior (Bertolino et al.

2012). They are also perceived less favorably than older

workers in terms of initiative, stability, and work experi-

ence (Gibson et al. 1993). Negative attitudes toward

younger people are not new; Baby Boomers and subse-

quent generations were all targeted with stereotypes of

entitlement and laziness when they were young (Deal et al.

2010). Middle-aged employees are particularly likely to

hold these negative stereotypes, assigning significantly

more undesirable stereotypic traits to younger workers than

positive ones (Finkelstein et al. 2013).

These negative stereotypes lead to discriminatory prac-

tices. Younger workers face more denials of promotion,

fewer opportunities for training and development, dispro-

portionately lower pay and benefits, restricted freedom and

responsibility, and increased vulnerability to layoffs

(Duncan and Loretto 2004; Loretto et al. 2000; Snape and

Redman 2003). Thus, researchers are uncovering the sur-

prisingly prevalent negative attitudes and treatment of

younger workers. These findings broaden the call to cap-

ture targets’ perceptions of age discrimination by attending

to younger employees’ perspectives too.

Targets’ Perceptions of Workplace Age Discrimination

Although small in number, some studies have attended to

employees’ personal experiences and outcomes of age

discrimination at work. For instance, among workers age

50 and older in the Midlife in the United States II (MIDUS

II) dataset, 81 % reported at least one instance of age

discrimination in the past year (Chou and Choi 2011). For

older targets, age discrimination correlates negatively with

variables such as job satisfaction, organizational commit-

ment, life satisfaction, and job involvement, and correlates

positively with turnover intentions (Minnotte 2012; Orpen

1995; Redman and Snape 2006). This work has drawn

attention to the importance of studying employees’ per-

ceptions of age discrimination.

A small related body of work has addressed older

workers’ perceptions of organizational climates of ageism.

For example, Furines and Mykletun (2010) developed a

measure of Nordic employees’ perceptions of discrimina-

tory age climates with regard to formal aspects of the job

(e.g., training, promotion). Kunze et al.’s (2011) measure

of macro-level age discrimination aggregates employees’

perceptions of discrimination stemming from the organi-

zation (e.g., with regard to performance assessment). In

contrast to these measures of organizational climate, we

sought to capture employees’ personal experiences as tar-

gets of age discrimination. An individually-focused mea-

sure not only sheds light on discrete experiences of ageism,

but permits meaningful research on targets’ outcomes of

age discrimination.

Despite calls for greater research on age discrimination

(Ruggs et al. 2013), researchers lack a measure with which

they can validly capture employees’ experiences of it.

Numerous methodological issues exist. First, studies often

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contain convenience items, not developed based on theory

(a deductive approach) or respondents’ experiences (an

inductive approach). Many contain single-item measures,

which do not capture the breadth of age discrimination

(i.e., content adequacy). Second, few measures have

undergone validation procedures (for exceptions, see

measures of discriminatory age climate by Furines and

Mykletun 2010 and Kunze et al. 2011). Third, some mea-

surement intended to capture targets’ personal experiences

is confounded by the inclusion of items that assess

respondents’ perceptions of discriminatory climates as well

as of coworkers’ discriminatory experiences (Arvey and

Cavanaugh 1995). For instance, items such as ‘‘Young/old

adults as a group have been victimized,’’ ‘‘The best jobs

here are reserved for younger workers,’’ and ‘‘[There is a]

lower chance of promotion for older workers’’ capture

respondents’ beliefs about the discriminatory experiences

of age group members as a whole. Combining these items

with ones about a respondent’s personal experience (e.g.,

‘‘I have been overlooked here because of my age’’) makes

it difficult to determine whether responses are based on

one’s personal experience as a target, observations of

coworkers as targets, or general rumors of discrimination

within a company. This imprecision precludes clear and

accurate operationalization of the construct. Fourth, most

surveys do not specify a timeframe in which respondents

recall discriminatory experiences (e.g., ‘‘How frequently in

the last year…’’). The absence of a timeframe allows some participants to focus on recent experiences and others to

draw on experiences from decades past, thereby introduc-

ing varying degrees of memory bias and measurement

error.

Fifth, some age discrimination items rely on participants

to define age discrimination (e.g., ‘‘I have experienced age

discrimination’’). This practice introduces significant

measurement error, as participants’ definitions of age dis-

crimination may vary widely (Hardy and Ford 2014) or

encompass only egregious or commonly discussed events

(Fuegen and Biernat 2000). If targets do not comprehend a

term in the same way as the researcher, lexical compre-

hension suffers, undermining the measure’s validity (Hardy

and Ford 2014). Indeed, targets can report experiencing the

same mistreatment behaviors as one another but differen-

tially define them (Fitzgerald and Shullman 1993). To

ensure consistency of interpretation and ultimately validity,

mistreatment items should concern specific behaviors and

avoid the inclusion of perceptual labels such as ‘‘age dis-

crimination’’ (Arvey and Cavanaugh 1995; Fitzgerald and

Shullman 1993).

Finally, most age discrimination items address only for-

mal aspects of the job, such as selection, promotion, and

training. While important, this lens ignores insidious forms

of discrimination that some workers may experience with

greater frequency. According to modern discrimination

theories, such as interpersonal discrimination (Hebl et al.

2002) and selective incivility (Cortina 2008), discriminatory

treatment has shifted toward more subtle manifestations.

Underhanded behaviors, such as social exclusion and gossip,

can be defended as non-discriminatory and as such, skirt the

radar of legal and organizational policies. For instance,

selective incivility theory states that lower-intensity, disre-

spectful acts serve to marginalize and undermine work-

ers belonging to stigmatized groups, constituting a less

explicit, ‘‘modern’’ method of discrimination (Cortina

2008). Although modern discrimination is less overt than

formal discrimination, its negative effects are of comparable

magnitude (Jones et al. 2013), highlighting the importance of

this perspective given that employers may not treat it as

seriously as formal discrimination.

Modern discrimination theories have primarily been

applied to uncovering the experiences of women and

people of color but should be extended to explain workers’

experiences based on age (Marchiondo et al. 2015). Older

workers might be especially vulnerable to covert discrim-

ination due to stereotypes that older adults generally are

warm but less competent (Cuddy et al. 2005). Members of

‘‘pitied’’ groups (those perceived as warm but incompetent)

are more likely to experience interpersonal isolation and

other covert discrimination (Cuddy et al. 2007). In the U.S.,

older workers might also experience heightened covert

discrimination given that they (but not younger workers)

are legally protected from age discrimination. Laws may

quell the prevalence of formal discrimination, yet negative

stereotypes can continue to manifest through covert dis-

crimination that operates outside legal boundaries. We

draw on modern discrimination theories during scale

development, ensuring that covert experiences of age dis-

crimination are captured.

Comparing Age Discrimination Between Age Groups

We contend that a validated measure of age discrimination

among those most likely to experience it (younger and

older workers) is needed. We recognize that middle-aged

workers could face age discrimination as well, albeit likely

with lower frequencies based on the age stereotype litera-

ture. Employees at either end of the age spectrum are most

vulnerable to age-based stereotypes and discrimination

(Duncan and Loretto 2004; Gee et al. 2007; North and

Fiske 2012). Snape and Redman (2003) found that younger

workers experience age discrimination with similar if not

greater frequency as older workers. This result is consistent

with evidence of the changing landscape of age stereotypes

in which younger workers are viewed less positively than

496 J Bus Psychol (2016) 31:493–513

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older workers (Bertolino et al. 2012; Finkelstein et al.

2013). In contrast, employees hold the most positive (and

fewest negative) stereotypes of middle-aged workers

(Finkelstein et al. 2013), possibly exposing them to the

least age discrimination. Middle-aged workers’ privilege in

this respect can be explained by their possession of greater

status, resources, and wealth than other age groups

(Garstka et al. 2004; North and Fiske 2012). Middle-aged

workers constitute an ‘‘idealized standard against which

other age groups are judged’’ (Finkelstein et al. 2013, p. 21)

and are posited to hold the highest social status with regard

to age (Garstka et al. 2004). Thus, a U-shaped pattern of

age discrimination likely exists, with younger and older

workers being prime targets. In Study 3, we administer our

age discrimination measure to middle-aged workers and

test the following hypothesis:

Hypothesis Age discrimination experiences are curvi-

linear across age groups, such that younger and older

workers experience the highest frequencies and middle-

aged workers experience the lowest frequency.

The Present Studies

We conducted three studies based on participant age group

(older, younger, middle-aged), each of which contained an

iterative series of qualitative and quantitative phases, to

create and validate the Workplace Age Discrimination

Scale (WADS). Study 1 addressed older workers’ experi-

ences of age discrimination. Through four phases, we

deductively generated a pool of items, inductively devel-

oped items using a qualitative survey, reduced the item list

several times, and tested confirmatory factor structure, as

well as multiple types of validity. Study 1 also included an

experimental design to determine an appropriate timeframe

for the measure’s stem. In Study 2, we extended the WADS

to younger workers. Through three phases, we used

inductive item generation and exploratory factor analysis to

determine if the items adequately captured younger work-

ers’ experiences. We also tested the measure’s confirma-

tory factor structure and validity among this group. In

Study 3, we administered the WADS to middle-aged

workers and tested confirmatory factor structure and mul-

tiple types of validity. We then conducted measurement

invariance tests to compare the WADS between the three

age groups.

The use of self-report was appropriate—indeed, neces-

sary—given our emphasis on employees’ perceptions of

age discrimination targeted at them. We followed four

recommendations for reducing common method bias

(Conway and Lance 2010; Podsakoff et al. 2003, 2012),

which can strengthen or weaken relationships between

variables (Chan 2009). First, we selected established

measures with high reliability and validity. Next, all sur-

veys were anonymous, which reduces pressure to respond

in a consistent and socially desirable manner. Third,

mistreatment measures were placed later in the survey than

non-mistreatment measures so that recollection of

mistreatment did not influence responses to other con-

structs. Finally, scale formats (e.g., scale type, anchor

labels, polarity) varied between measures, reducing

anchor- and end-point biases.

A Note About Study Samples

We collected samples via crowdsourcing (Amazon

Mechanical Turk; MTurk) for several important reasons.

First, the diversity of an organization affects employees’

reports of discrimination (Avery et al. 2008) and emotional

conflict (Pelled 1996). Organizational age distributions,

specifically, can influence communication (Zenger and

Lawrence 1989) and emotional conflict (Pelled et al. 1999)

between employees. As a result, we avoided sampling

single organizations due to their unique organizational

demographies that could shape participants’ experiences of

age discrimination. Crowdsourcing addresses these issues

by providing samples of workers across hundreds of

organizations (and age distributions, industries, etc.),

thereby increasing the generalizability of the measure

(Aguinis and Lawal 2012). This decision was reinforced by

literature demonstrating that organizational samples are

vulnerable to similar convenience sampling limitations as

crowdsourcing (Landers and Behrend 2015) and that

MTurk is a valid and reliable source of data collection

(Barger et al. 2011; Buhrmester et al. 2011). Large and

diverse samples are also recommended for scale develop-

ment (Clark and Watson 1995). Finally, organizational

leaders are often unwilling to allow researchers to conduct

discrimination-related studies within their companies,

fearing reputational harm and lawsuits.

Study 1: Older Workers

Phase 1: Deductive Item Generation

Drawing on Hinkin’s (1998) deductive approach to item

generation, the Phase 1 goals were to define our concep-

tualization of age discrimination and to generate items by

evaluating the literature. First, each author independently

defined age discrimination and identified its essential fea-

tures. The authors discussed their definitions until they

agreed on the following operationalization of workplace

age discrimination: (a) it is a behavioral manifestation of

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prejudice and negative stereotypes; (b) the behaviors are

unjust, disrespectful, and/or unfavorable; (c) one or mul-

tiple parties (targets, observers, perpetrators) can define the

behavior as unjust, disrespectful, or unfavorable (consistent

with definitions of other mistreatment constructs, such as

workplace incivility; Andersson and Pearson 1999); (d) the

behaviors occur in the work context (for pay or volunteer)

and may stem from supervisors, coworkers, customers, or

any other member of one’s work environment; and (e) the

behaviors can be overt but, consistent with modern dis-

crimination theories, may also be covert. Although

numerous age ranges have been used to define ‘‘older

employees,’’ we selected age 50 and older, consistent with

cutoffs that aging experts have used in nationally repre-

sentative and federally funded studies (e.g., the Health and

Retirement Study). Further, studies of age stereotyping

have defined older adults as being over ages 50–52 (e.g.,

Finkelstein et al. 2013; Fritzsche and Marcus 2013).

Next, each author generated survey items by reviewing

the literatures on ageism and workplace discrimination, as

well as by drawing on his/her expertise to produce new

items. We compared our lists, removing items that were

redundant or did not meet the facets of the construct’s

definition. This approach yielded 55 items.

Phase 2: Inductive Item Generation and Initial Item

Reduction

Because limited research was available on age discrimi-

nation from targets’ perspectives, the next goal was to

inductively generate items (Hinkin 1998) by collecting and

examining qualitative data from older employees. This

approach ensured that items encompassed the breadth of

their experiences, particularly with regard to covert age

discrimination.

Participants and Procedure

We recruited N = 96 U.S. employees age 50 and older (all

currently working for pay) from MTurk. We prescreened

participants by asking them to select ranges for their age,

hours of work per week, and country of employment. At

the end of the survey, participants provided their specific

ages and work hours per week, providing another eligibility

check. 1

The average age was 56.5 years (SD = 4.5 years),

average organizational tenure was 15 years (SD =

7.3 years), 75 % worked 35 or more hours per week,

44.8 % were male, 88.5 % were White, 11.5 % were

African American, and 8.3 % were Latino (in all studies in

this paper, participants could select more than one race).

Participants read a definition of age discrimination:

‘‘Differential workplace treatment based on age, which

impairs fairness of treatment or opportunity.’’ Based on this

definition, participants described in as much detail as

possible a time they personally experienced age discrimi-

nation at work. Fourteen participants left the question

blank.

Analytic Method and Results

The authors reviewed each participant’s story and dis-

cussed whether items from Phase 1 accurately captured it.

When they did not, a new item was developed. The authors

also drew from participant stories to clarify and expand

Phase 1 items. Consistent with modern discrimination

theory, many narratives addressed covert forms of dis-

crimination, such as being ignored or excluded and

receiving less support or respect than workers of other

ages. The revised list contained 67 items.

Adopting an iterative approach, the research team (in-

cluding four research assistants) met four times to discuss

the items, re-evaluate participant stories and items from the

literature, and identify opportunities for item consolidation.

At the end of this process, the list was pared down to 26

items (see Table 1) using the following criteria: (a) item

redundancy: similar items were deleted or combined. If an

item captured a broader content domain than another, the

broader item was retained; (b) item clarity and complexity:

double-barreled or vaguely worded items were edited or

deleted. Items were assessed for ease of comprehension

across reading levels; and (c) item length: if an item was

substantially longer than others, it was edited to the extent

possible to minimize participant burden. Although some of

the 26 items pertained to overt experiences traditionally

associated with age discrimination (e.g., unfairly given

lower salary/benefits), many items tapped into covert

behaviors not typically discussed in the ageism literature.

These items included being treated with less respect, hav-

ing work requests delayed or ignored, receiving less social

support, and being excluded from events—all due to one’s

age.

Phase 3: Exploratory Factor Analysis and Further

Item Reduction

The first goal of Phase 3 was to evaluate targets’ fre-

quencies and appraisals of the age discrimination items.

Assessing appraisal (i.e., how bothersome) in addition to

frequency determined the extent to which participants

assessed each item as a stressor, as opposed to an unim-

portant or irrelevant event (Fitzgerald and Shullman 1993;

Lazarus and Folkman 1984). Mistreatment targets can

experience certain incidents but find them inconsequential,

1 This information was assessed at the beginning and end of every

survey.

498 J Bus Psychol (2016) 31:493–513

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in which case the events may have little bearing on targets’

outcomes. Appraisal is increasingly being assessed in

mistreatment surveys in order to uncover targets’ percep-

tions of the nature of events (e.g., sexual harassment:

Langhout et al. 2005; workplace incivility: Cortina and

Magley 2009).

Additional goals of Phase 3 were to (a) empirically

determine a timeframe for the measurement stem, (b) test

the preliminary measure’s exploratory factor structure, and

(c) further reduce the number of items using guidelines

from Stanton et al. (2002), given that the initial item pool

was over inclusive (per Clark and Watson 1995).

Participants and Procedure

U.S. workers from MTurk were recruited if they were age

50 or older and working 20 or more hours per week. Three

hundred seventy workers took the survey. We removed 25

responses due to unreasonably short completion times,

resulting in N = 345. Nearly 48 % of participants were

male, 85.8 % were White, 6.4 % were African American,

and 5.8 % were Latino. The average age was 55.7

(SD = 4.7). Participants worked M = 42.1 hours per week

(SD = 4.0) and had M = 9.7 years (SD = 7.0) of tenure.

Participants rated the frequencies with which they

experienced the 26 workplace age discrimination items on

a 5-point scale from never to very often, anchors adopted

from the Interpersonal Conflict at Work Scale (Spector and

Jex 1998). For each item, participants also answered,

‘‘How much does this experience typically bother you?’’

from 1 (not at all) to 5 (a lot).

We experimentally manipulated (between-subjects) the

timeframe during which participants reported their age

discrimination experiences. The stem, ‘‘Please indicate

how often you have experienced the following AT WORK

in the past…’’ contained one of four timeframes: 6 months,

Table 1 Principal axis factor for the original 26 WADS items

Factor

1 2

I have been recommended less frequently for promotion due to my age .922

I have been passed over for a work role/task due to my age .839

My contributions are not valued as much due to my age .805

I have unfairly been given lower salary/benefits due to my age .797

My supervisor has ignored my strengths due to my age .783

I have worried about being laid off due to my age .761

I have been given fewer opportunities to express my ideas due to my age .733

I have unfairly been evaluated less favorably due to my age .714

I receive less social support due to my age .702

I have been excluded from/during work events due to my age .701

I was not asked to take part in decision-making as often due to my age .688

I have been provided with fewer resources due to my age .655

I have been treated as though I am less capable due to my age .640

I have been excluded from/during social interactions at work due to my age .627

I have been treated with less respect due to my age .588

I was not encouraged to take advantage of relevant training/education opportunities due to my age .551

Someone has delayed or ignored my requests due to my age .500

Someone has not provided me with help/information due to my age .458

Responsibilities have been taken away from me due to my age .439 .408

Someone at work has unnecessarily talked slowly or loudly to me due to my age .766

Someone has insensitively brought up my retiring .761

I have heard rude or insensitive comments at work about me due to my age .727

I have heard jokes at work that poke fun at me due to my age .651

Someone has blamed me for failures or problems due to my age .556

Someone at work has assumed I have health problems due to my age .521

At work, someone has spread rumors about me due to my age .516

Items in the final WADS measure are in bold

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1, 3, or 5 years. Popular mistreatment measures, such as

the Chronic Work Discrimination and Harassment scale

(Williams et al. 1997) and Workplace Incivility Scale

(WIS; Cortina and Magley 2009; Cortina et al. 2001),

contain 1 and 5 year stems, from which we drew. These

periods allow for assessment of experiences that may not

occur multiple times per year (e.g., discrimination during

annual evaluations). Yet, scholars have questioned whether

reporting periods such as these are too long, introducing

memory bias (Arvey and Cavanaugh 1995). As such, we

included a shorter, 6 months stem too. Although the

study’s experimental design could not assess memory bias,

it did uncover the timeframe during which targets’ most

common and salient discriminatory age experiences

occurred, which are likely to pose the greatest threat to

targets’ performance, retention, and well-being.

We then reduced the number of survey items based on

criteria by Stanton et al. (2002) for shortening self-report

measures: (1) internal criteria: assess the items’ relation-

ships with one another and with the overarching measure;

(2) external criteria: examine relationships between the

construct of interest and other variables; and (3) judg-

mental: judge the quality of items (e.g., construct repre-

sentativeness, clarity, length, redundancy). To evaluate

external criteria, we selected two measures of occupational

well-being, given their theoretical and empirically

demonstrated relationships with workplace discrimination

(Jones et al. 2013): job satisfaction (a = .92; three items from the Michigan Organizational Assessment Question-

naire; Cammann et al. 1983) and turnover intentions

(a = .80; two items from Balfour and Wechsler 1996; Porter et al. 1976).

Results

The left side of Table 2 presents the ranges of means and

standard deviations across the 26 WADS items (for fre-

quency assessment). Most items captured adequate vari-

ance (SD [ 1). Item means were positively skewed, similar to the majority of mistreatment measures (e.g., Cortina

et al. 2001; Spector and Jex 1998; Williams et al. 1997).

The measure demonstrated high reliability (a = .97), although this could reflect the relatively large number of

items (Cortina 1993). Corrected item-total correlations

were high (r [ .50; Stanton et al. 2002), yet inter-item correlations fell across a wide range (.33 to .75), suggesting

potential to improve internal consistency through item

reduction (Clark and Watson 1995).

Descriptive statistics were similar for appraisals of the

WADS. Appraisal items also captured adequate variance,

were positively skewed, and demonstrated high reliability

(a = .98). Corrected item-total correlations were high and

inter-item correlations spanned a similar, large range. At

the scale level (i.e., items averaged), the frequency and

appraisal versions of the WADS correlated highly

(r = .83). Given the nearly identical results when assessing

frequency and appraisal of the WADS, we retained the

frequency measurement in subsequent studies.

To examine the effect of recall length on discrimination

frequency, we first drew on data from the Phase 2 quali-

tative study. Of participants’ age discrimination narratives,

26.6 % occurred within the past six months, 49.1 %

occurred within the past year, and 74.7 % occurred within

the past three years. Although these participants high-

lighted only one discriminatory experience (likely the most

impactful), these results suggest that longer time frames

may be necessary to fully capture the discriminatory events

that resonate with older workers.

Using Phase 3 data, we then conducted one-way ANOVAs

to compare mean frequencies between the four timeframe

conditions. At the scale level, frequency did not significantly

differ between them, F(3,336) = .90, p = .439. However,

examination of trends between the means (at both scale and

item levels) suggested that the 6-month stem led to the lowest

reports (M = 1.57, SD = 0.70), compared to the other three

stems (M = 1.74, SD = 0.72 for 1 year; M = 1.71,

SD = 0.77 for 3 years; M = 1.71, SD = 0.80 for 5 years).

Small practical significance (Cohen’s d = .24) existed

between the 6-month and 1-year stems.

We also examined whether age discrimination fre-

quency differentially related to work-related variables as a

function of the recall window. The 1- and 5-year stems

most strongly correlated with job satisfaction (r = -.33

for both stems, as opposed to r = -.14 for the 6-month and

3-year stems) and turnover intentions (r = .40 and .39,

respectively, versus r = .18 for 6 months and r = .11 for

3 years). Further, the 6-month and 5-year timeframes most

strongly related to negative affect (r = .37 and .52,

respectively, compared to r = .29 for 1 year and r = .19

for 3 years). Together, these analyses demonstrate that the

5-year stem most strongly related to the most variables.

However, participants high in negative affect were sub-

stantially more likely to endorse age discrimination during

this long timeframe, suggesting that this timeframe could

also be capturing pessimistic worldviews. The 6-month

timeframe did not relate to work-related outcomes and

contained the second highest correlation with negative

affect. The 1-year timeframe best balanced predicting

work-related variables with having a moderate relationship

with negative affect. Based on these results, we adopted the

1-year stem in the replication studies. The 1-year stem was

short enough to capture meaningful and salient events

(likely to affect targets’ outcomes), while being long

enough to capture discriminatory experiences that cannot

500 J Bus Psychol (2016) 31:493–513

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occur with great frequency (e.g., biased annual

evaluations).

Next, we adopted principal axis factoring (PAF) with

oblique rotation to explore the factor structure of the

26-item WADS (see Table 1). Two factors emerged,

explaining 60.0 % of variance. The first factor, con-

taining 19 items, explained the majority of this variance

(56.7 %). Several aspects of the results led us to ques-

tion whether the two factors were meaningfully unique

from one another. First, the factors were highly corre-

lated (r = .78), suggesting low discriminant validity.

Next, the second factor explained only about three per-

cent of variance. Third, the scree plot supported a one

factor solution; the scree test has received support as a

more accurate method for determining factors, compared

to the eigenvalue-greater-than-one test, which has been

critiqued for producing incorrect numbers of factors

(Floyd and Widaman 1995; Ford et al. 1986). Fourth, the

factors did not resemble theoretically meaningful con-

structs, such as overt versus covert, formal versus

informal, or supervisor- versus coworker-instigated

manifestations. Rather, the second factor appeared to

capture verbal manifestations of discrimination (e.g.,

‘‘Someone at work has unnecessarily talked slowly or

loudly to me due to my age’’), while the first factor

encompassed a broad range of experiences, from overt to

covert and supervisor- to coworker-instigated. In addi-

tion, an item in the second factor (‘‘Someone at work

has assumed I have health problems due to my age’’)

was not verbal in nature, and at least one item in the first

factor (‘‘I have been given fewer opportunities to express

my ideas due to my age’’) pertained to verbal interac-

tions, complicating this delineation between factors.

Fifth, Clark and Watson (1995) advocate unidimension-

ality in scale development. They recommend using the

results of EFAs to determine item removal; items that

load strongly on the first factor should be given greater

consideration for retention. Therefore, we tested a single

factor PAF, which explained 56.5 % of variance. Factor

loadings were higher, ranging from .58 to .84. 2

The descriptive and PAF results for the 26-item WADS

were promising, but items with low means and/or low

variances may not be as valuable as others, because these

experiences are infrequent or largely invariant between

employees. Also, highly correlated items may be redun-

dant. Therefore, we used Stanton et al.’s (2002) three cri-

teria for reducing scale length. Items that performed poorly

Table 2 Study 1 Phase 3 results for the original and final

WADS for older employees

Response Scale Original 26 items Final 9 items

Univariate descriptives N = 332–340 N = 334–338

Scale M 1.68 1.68

Scale SD 0.75 0.78

Item Ms 1.40–2.13 1.47–1.80

Item SDs 0.82–1.25 0.82–1.02

Reliability N = 305 N = 321

Cronbach’s a .97 .93

Corrected ITCs .57–.83 .72–.80

Inter-item correlations .33–.75 .48–.74

Exploratory factor structure N = 305 N = 321

Number of factors 2 1

%variance explained by 1st factor 56.7 % 60.8 %

Factor loadings on 1st factor .44–.92 .71–.84

Item-criterion correlations N = 332–338 N = 334–337

Job satisfaction -.03 to -.25 -.13 to -.25

Turnover intentions .06–.28 .18–.28

Results are based on the 1 year timeframe. Pairwise deletion was used for obtaining sample sizes

ITC item-total correlation

2 We also conducted a PAF within each timeframe. In the 6-month

and 1-year timeframes, three and four factors, respectively, with

eigenvalues greater than one emerged although many items contained

substantial dual loadings. In the 3-year timeframe, four factors

emerged, although the last three factors each contained only several

items, many of which had dual loadings. In the 5-year timeframe, two

factors emerged, but the second factor contained two items, one of

which had a relatively high dual loading. Importantly, only one factor

emerged in every timeframe based on scree plots, which have been

shown to be more accurate tests for determining numbers of factors,

compared to eigenvalues (Floyd and Widaman 1995; Ford et al.

1986). Further, most of the final nine WADS items stemmed from the

first factors across timeframes (and these final nine items produced

one factor). Taken together, these results best support a unidimen-

sional structure. More detailed information about the exploratory

factor structures by timeframe can be obtained by contacting the first

author.

J Bus Psychol (2016) 31:493–513 501

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on multiple indicators of internal criteria (item means,

standard deviations, corrected item-total correlations, inter-

item correlations, and factor loadings) were deleted. To

assess external criteria, we flagged item-criterion correla-

tions that were weaker than the average correlation

between all items and each criterion (i.e., job satisfaction,

turnover intentions; left side of Table 2). We then evalu-

ated the items based on judgmental criteria, reassessing

clarity, redundancy, and representativeness.

Drawing on these criteria, we reduced the number of

items to nine. Eight of these items stemmed from the first

factor of the first PAF using the original set of items.

Univariate descriptives, reliability analyses, exploratory

factor structure, and item-criterion correlations were rerun

for the nine-item version of the WADS (right side of

Table 2). These results were somewhat better than those

for the original items. Ranges for inter-item, item-total, and

item-criterion correlations were shorter and these correla-

tions were higher. Based on PAF, the nine-item WADS

was unidimensional and explained 60.8 % of variance.

Phase 4: Confirmatory Factor Analysis and Tests

of Validity

The next goals were to (a) conduct a confirmatory factor

analysis (CFA) of the nine-item WADS, and (b) assess the

measure’s convergent, discriminant, and criterion-related

validity.

Participants and Procedure

New U.S. workers from MTurk were recruited if they were

age 50 or older and employed 20 or more hours per week.

Of 415 respondents, we excluded 13 due to short response

times and substantial missing data. The survey also inclu-

ded six items (e.g., ‘‘I have never used a computer’’) to

assess insufficient effort responding (IER: Huang et al.

2012, 2015). Participants who answered more than 50 % of

the IER items incorrectly were excluded (n = 12; 2.9 %),

resulting in N = 390. Of the final sample, 49 % was male,

86.7 % was White, 7.4 % was African American, and

3.3 % was Latino. The average age was 55.5

(SD = 4.3 years), 76 % of respondents worked 35 or more

hours per week, and average organizational tenure was

10.4 years (SD = 7.6 years).

The survey was nearly identical to the previous phase

but included the nine-item WADS with a 1-year timeframe

in the stem. In addition to measuring job satisfaction and

turnover intentions, we included the Nordic Age Discrim-

ination Scale (NADS; 6 items; Furunes and Mykletun

2010), the WIS (7 items; Cortina et al. 2001), extraversion

(two items from the Ten Item Personality Inventory;

Gosling et al. 2003), and negative affect (NA; 10 items

from the PANAS; Watson et al. 1988). The NADS and the

WIS, measures of age and generic workplace mistreatment,

respectively, were used to test convergent validity. To test

discriminant validity, we selected a construct that is theo-

retically irrelevant to the WADS—extraversion—expect-

ing an insignificant relationship. Although some

personality traits relate to targets’ reports of workplace

mistreatment, extraversion is not one (Milam et al. 2009).

For criterion validity, we examined whether the WADS

contained incremental validity in predicting work-related

variables beyond individual differences (i.e., NA) and a

related age discrimination measure (i.e., the NADS). We

used NA to determine whether reports of age discrimina-

tion relate to theoretical outcomes independent of one’s

disposition. Respondents with higher NA may report

greater discrimination or worse well-being, given their

tendencies to hold negative attitudes (Judge and Hulin

1993; Levin and Stokes 1989). Further, we determined

whether the WADS explains additional variance in

respondent well-being beyond the NADS.

Results

Descriptive statistics for and correlations between the

variables appear in Table 3. In the CFA, the WADS items

were modeled as indicators of a single latent variable. The

model fit the data adequately: v2(27) = 102.29, p \ .001, RMSEA = .086, 90 % CI [.068, .103], CFI = .97,

SRMR = .026. Consistent with Kline (2010), we consid-

ered these goodness of fit statistics holistically, rather than

using any single statistic to determine acceptable fit.

Completely standardized factor loadings were high, rang-

ing from .73 to .87.

We then examined convergent and discriminant validity.

A CFA was conducted that included the WADS, NADS,

WIS, and extraversion. The first loading for each factor

was set equal to one to identify the model. The error

variances for the two extraversion items were initially

negative and so were also set equal to one. Model fit was

acceptable: v2(226) = 518.31, p \ .001, RMSEA = .058, 90 % CI [.052, .065], CFI = .95, SRMR = .042. Sup-

porting convergent validity, the WADS significantly cor-

related (based on completely standardized factor

correlations) with both the NADS (U = .66) and the WIS (U = .61), yet these correlations were not so high as to suggest that the WADS captures the same underlying

constructs as other mistreatment measures. Supporting

discriminant validity, the WADS did not significantly

relate to extraversion (U = -.02).

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Next, we used hierarchical regressions to examine the

incremental validity of the WADS beyond NA and the

NADS. The WADS explained significant variance in job

satisfaction (b = -.31, DR2 = 1.9 %, p \ .01) after including both NA and the NADS in the first block of the

model. The WADS predicted turnover intentions beyond

NA and the NADS when they were considered separately

(beyond NA: b = .19, DR2 = 3.3 %, p \ .001; beyond the NADS: b = .16, DR2 = 1.7 %, p \ .01) but not when they were simultaneously included in the first block of the

model (b = .05, DR2 = 0.2 %, p = .38).3

Because the WADS shares theoretical and measurement

overlap with the other predictor variables in these models

(and shared variance is automatically assigned to the first

set of variables in incremental validity models), we sup-

plemented the hierarchical regressions with relative weight

analysis to better understand the relative importance of

each predictor (LeBreton et al. 2007; Tonidandel and

LeBreton 2011). We used RWA Web (Tonidandel and

LeBreton 2015), specifying bootstrapping with 10,000

replications and a .05 alpha level. Together, the three

predictors (NA, NADS, WADS) explained 21.7 % of the

variance in job satisfaction. Each predictor explained sig-

nificant variance, and their relative weights did not sig-

nificantly differ from one another (RW = .070 for the

WADS; RW = .057 for the NADS; RW = .090 for NA).

The same predictors explained 18.4 % of the variance in

turnover intentions. Unlike the regression analysis, all

predictors, including the WADS, explained significant

variance in turnover intent. Their relative weights did not

significantly differ from one another (RW = .033 for the

WADS; RW = .059 for the NADS; RW = .092 for NA).

These results demonstrate that the WADS significantly

relates to and explains meaningful variance in two popular

work-related criterion variables.

Study 2: Younger Workers

Phase 1: Inductive Item Generation

The first goal of Study 2 was to qualitatively determine

whether the WADS adequately captures younger workers’

perspectives. Younger workers’ discriminatory experiences

may be more overt in nature than older workers’, given that

they are not legally protected in the U.S. Stereotypes of

older versus younger adults also differ (Bertolino et al.

2012; Cuddy et al. 2005; Finkelstein et al. 2013) which

may drive different manifestations of discrimination.

Participants and Procedure

In this phase, we strove to understand the experiences of all

adult employees who are not legally protected from age

discrimination in the U.S. (ages 18–39) and so assessed the

experiences of all workers under age 40. However, in

subsequent phases, we focused specifically on workers

18–30, as this age range has been used to differentiate

young from middle-aged workers (Finkelstein et al. 2013).

One hundred six U.S. workers were recruited from

MTurk who were ages 18–39 and employed at least

20 hours per week. They were 49 % men, 74.5 % White,

11.3 % African American, 8.5 % Asian, and 4.1 % Latino,

and 71.7 % worked 35 hours or more per week. The

average age was 28.9 (SD = 5.4 years), and average

organizational tenure was 4.2 years (SD = 3.7). We

replicated the qualitative study from Study 1, providing the

same definition of age discrimination and asking partici-

pants to describe a time they had such an experience at

work. Ten participants left the question blank.

Results

Like Study 1, the research team assessed whether the

WADS items captured each younger worker’s story of

Table 3 Study 1 Phase 4 descriptive statistics and zero-

order correlations between

variables for older employees

M SD 1 2 3 4 5 6 7

1. WADS 1.69 0.80 (.95)

2. NADS 2.57 1.03 .62** (.90)

3. WIS 1.76 0.72 .58** .46** (.90)

4. Negative affect 1.46 0.61 .34** .16** .39** (.95)

5. Extraversion 2.95 0.98 -0.02 -0.02 -.07 -.17** (.65)

6. Job satisfaction 5.29 1.34 -.37** -.33** -.42** -.35** .21** (.92)

7. Turnover intentions 2.96 1.72 .29** .31** .38** .34** -.20** -.76** (.83)

Cronbach’s a coefficients are presented in parentheses on the diagonal. N = 388–390 using pairwise deletion

NADS Nordic Age Discrimination Scale, WIS Workplace Incivility Scale

** p \ .01

3 More detailed information about the hierarchical regressions can be

obtained by contacting the first author.

J Bus Psychol (2016) 31:493–513 503

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discrimination. The WADS reflected most experiences

well. Like older workers’ stories, younger workers often

described covert forms of discrimination. However, eight

stories suggested one theme unique to younger workers that

never emerged among older workers: superiors treating

them as inexperienced and naive. For example, a respon-

dent reported, ‘‘My supervisor equated my age with inex-

perience, even though I actually had dealt with more

appeals than the other associates…’’ Thus, the following item was added to the nine-item version of the WADS:

‘‘Supervisors treat me as inexperienced due to my age.’’

Phase 2: Exploratory Factor Analysis and Item

Reduction

Next, we (a) tested the descriptive statistics, reliability, and

exploratory factor structure of the updated 10-item WADS

among younger employees, and (b) compared the nine-item

WADS to the 10-item version to determine whether the

additional item contributed meaningfully to explaining

younger workers’ experiences of age discrimination.

Participants and Procedure

Participants aged 18–30 were recruited from MTurk if they

worked 20 or more hours per week. Three hundred forty-

three participants completed the survey; 49 were removed

for completing the survey in an unreasonably short period

of time and/or skipping numerous measures. Within the

final sample (N = 294), 59.9 % of participants were male,

78.9 % were White, 7.5 % were African American, and

7.5 % were Latino. The average age was 25.2

(SD = 2.7 years). Participants worked M = 39.2 hours per

week (SD = 8.4) and had been employed in their organi-

zations M = 2.9 years (SD = 2.5).

The survey contained 10 WADS items, including the

item specific to young workers. Respondents rated the

frequencies with which they experienced each item from 1

(never) to 5 (very often). Identical measures as in Study 1

were administered for job satisfaction (a = .94) and turn- over intentions (a = .83).

Results

The same analyses for preliminary measure evaluation

were performed as in Study 1. Univariate statistics were

similar for the nine- and 10-item WADS (Table 4).

Exploratory factor structure, variance explained, and item

loadings remained stable regardless of the additional item.

Item-criterion correlations were also similar. Given these

results, we did not retain the ‘‘young-specific’’ discrimi-

nation item because the shorter version performed similarly

internally and externally. Parsimony is also preferable.

From a practical standpoint, age-specific items complicate

administration and comparative analyses of the measure

across age groups. Hence, we recommend using the nine-

item WADS for younger employees.

Phase 3: Confirmatory Factor Analysis and Tests

of Validity

The goals of this phase were to (a) test the factor structure

of the WADS among younger employees, and (b) validate

the nine-item WADS among younger employees by

assessing convergent and discriminant as well as criterion-

related validity.

Participants and Procedure

A new sample of 428 participants age 18–30 who were

employed at least 20 hours per week was drawn from

MTurk. Nineteen participants were excluded due to unrea-

sonably short response times or substantial missing data. Six

IER items were also included, and the six participants who

answered more than 50 % of the items incorrectly were

excluded (Huang et al. 2012), resulting in a final dataset of

N = 403. The sample was 60.5 % men, 73 % White, 10.7 %

Asian, 10.2 % Latino, and 8.2 % African American. The

average age was 25.2 years (SD = 2.9), 70 % of partici-

pants worked at least 35 hours per week, and average

organizational tenure was 2.7 years (SD = 2.5).

Similar measures as in Study 1 were administered. The

NADS is less applicable to younger workers because its

items pertain to climates of discrimination toward ‘‘elderly

workers,’’ so in this study, we used the NADS (in addition

to extraversion) to test discriminant validity. We then

included a different mistreatment measure to test conver-

gent and incremental validity: the Interpersonal Conflict at

Work Scale (ICAWS; Spector and Jex 1998).

Results

Descriptive statistics and zero-order correlations appear in

Table 5. We tested a unidimensional measurement model

for the nine-item WADS. Confirmatory factor analysis

revealed adequate fit: v2(27) = 69.31, p \ .001, RMSEA = .063, 90 % CI [.045, .082], CFI = .98,

SRMR = .024. Completely standardized factor loadings

were high, ranging from .69 to .83.

To test convergent and discriminant validity, we con-

ducted a CFA that included the WADS, NADS, extraver-

sion, and ICAWS. The first loading of each factor was set

equal to one. The error variances for the two extraversion

items were initially negative and so were also set equal to

one. Model fit was good: v2(166) = 354.71, p \ .001, RMSEA = .054, 90 % CI [.046, .062], CFI = .95,

504 J Bus Psychol (2016) 31:493–513

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SRMR = .043. Supporting convergent validity, the WADS

positively related to the ICAWS based on the completely

standardized factor correlation (U = .43). We also exam- ined the factor correlation between the WADS and

extraversion, a theoretically unrelated construct. This cor-

relation was small and non-significant (U = .05), sup- porting discriminant validity. Moreover, we expected the

WADS to relate to the NADS more weakly for younger

compared to older workers, given its lower relevance to

younger workers. Indeed, the correlation was only U = .31 (compared to U = .66 among older workers), further sup- porting discriminant validity.

To test criterion-related validity, we examined rela-

tionships between the WADS and work-related variables,

beyond the influence of NA and other mistreatment expe-

riences (i.e., the ICAWS). Based on hierarchical

regressions, the WADS accounted for incremental variance

beyond both NA and the ICAWS in predicting job satis-

faction (b = -.16, DR2 = 2.2 %, p \ .001) and turnover intentions (b = .16, DR2 = 2.2 %, p \ .001). Like Study 1, we supplemented the hierarchical regressions with rel-

ative weight analyses using RWA Web and the same

specifications. Together, the three predictors (NA, ICAWS,

WADS) explained 19.1 % of the variance in job satisfac-

tion and 16.8 % of the variance in turnover intentions.

Each predictor explained significant variance in the

dependent variables. The relative weight of the WADS did

not significantly differ from those of the other predictors. 4

Overall, these results support the criterion-related validity

Table 4 Study 2 Phase 2 results for the 9- and 10-item

WADS for younger employees

Response scale 9-item WADS 10th item only

Univariate descriptives N = 291–294 N = 291–294

Scale M 1.75 1.78 a

Scale SD 0.78 0.79 a

Item M(s) 1.56–1.80 2.05

Item SD(s) 0.93–1.15 1.24

Reliability N = 286 N = 284

Cronbach’s a .91 .91a

Corrected ITC(s) .59–.72 .67

Inter-item correlations .40–.64 .38–.63

Exploratory factor structure N = 286 N = 284

Number of factors 1 1 a

%variance explained by 1st factor 51.9 % 51.6 % a

Factor loadings on 1st factor .62–.76 .70

Item-criterion correlations N = 291–294 N = 291

Job satisfaction -.18 to -.30 -.26

Turnover intentions .16 - .23 .23

Pairwise deletion was used to obtain sample sizes

ITC item-total correlation a

Scale properties with the 10th item included

Table 5 Study 2 Phase 3 descriptive statistics and zero-

order correlations between

variables for younger

employees

M SD 1 2 3 4 5 6 7

1. WADS 1.92 0.89 (.93)

2. ICAWS 1.72 0.64 .36** (.74)

3. NADS 2.40 .96 .26** .20** (.88)

4. Negative affect 1.69 0.68 .22** .34** .11* (.90)

5. Extraversion 2.74 0.99 0.02 0.03 -.01 -.15** (.66)

6. Job satisfaction 5.01 1.47 -.28** -.38** -.14** -.29** .14** (.92)

7. Turnover intentions 3.79 1.82 .28** .33** .15** .29** -.09 -.72** (.82)

Cronbach’s a coefficients are presented in parentheses on the diagonal. N = 399–403 using pairwise deletion

ICAWS Interpersonal conflict at work scale, NADS Nordic Age Discrimination Scale

* p \ .05; ** p \ .01

4 More information about the relative weight analyses can be

obtained by contacting the first author.

J Bus Psychol (2016) 31:493–513 505

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of the WADS, demonstrating that it explains significant

variance in work-related variables beyond the effects of

trait affect and other mistreatment measures.

Study 3: Middle-Aged Workers

Phase 1: Confirmatory Factor Analysis and Tests

of Validity

The goals of the first phase were to test (a) the factor

structure, and (b) the convergent, discriminant, and crite-

rion-related validity of the WADS among middle-aged

employees.

Participants and Procedure

A sample of 444 participants aged 31–49 who were

employed at least 20 hours per week was drawn from

MTurk. Twenty-nine participants were excluded due to

unreasonably short response times or substantial missing

data. Eight participants who answered more than 50 % of

the IER questions incorrectly were excluded (Huang et al.

2012), resulting in N = 407. The sample was 53.6 % men,

84.5 % White, 7.1 % African American, 6.4 % Asian, and

3.7 % Latino. The average age was 36.7 years (SD = 5.5),

88.7 % of participants worked 35 or more hours per week,

and average organizational tenure was 6.6 years

(SD = 4.8). Measures were identical to Study 2.

Results

Descriptive statistics and zero-order correlations appear in

Table 6. We tested a unidimensional measurement model

for the WADS, which revealed adequate fit:

v2(27) = 101.43 p \ .001, RMSEA = .083, 90 % CI [.066, .101], CFI = .97, SRMR = .029. Completely stan-

dardized factor loadings ranged from .66 to .84.

To test convergent and discriminant validity, we con-

ducted a CFA that included the WADS, NADS, ICAWS,

and extraversion. The first loading of each factor, as well as

the error variances of the extraversion items were set equal

to one. Model fit was acceptable: v2(166) = 403.90, p \ .001, RMSEA = .060, 90 % CI [.053, .068], CFI = .94, SRMR = .046. Supporting convergent valid-

ity, the WADS significantly correlated with the ICAWS

(U = .38). Supporting discriminant validity, the WADS had a near-zero correlation with extraversion (U = -.001). The factor correlation between the WADS and the NADS

(U = .33) was also smaller than this correlation within the dataset of older workers (U = .66), as predicted.

To test criterion-related validity, we examined rela-

tionships between the WADS and two work attitudes,

beyond the influence of NA and the ICAWS. Based on

hierarchical regressions, the WADS did not account for

incremental variance beyond NA and the ICAWS in pre-

dicting job satisfaction (b = -.04, DR2 = 0.1 %, p = .478) or turnover intentions (b = .09, DR2 = 0.6 %, p = .086). We used RWA Web with the same specifica-

tions as Studies 1 and 2 to supplement these analyses. NA,

the ICAWS, and the WADS explained 15 % of the vari-

ance in job satisfaction. NA and the ICAWS, but not the

WADS, explained significant variance in job satisfaction.

These predictors explained 13.9 % of the variance in

turnover intentions. All predictors except the WADS

explained significant variance in turnover intent. The rel-

ative weight of the ICAWS (but not NA) was significantly

higher than that of the WADS in predicting both variables.

The criterion-related validity results demonstrate that

general workplace mistreatment better explains variance in

middle-aged employees’ work-related attitudes, compared

to the WADS. This finding is not surprising, given our

hypothesis (and support below) that middle-aged workers

experience lower frequencies of age discrimination.

Because middle-aged employees constitute the workplace

age ‘‘in-group’’ and are targeted with mostly positive age-

related stereotypes (Finkelstein et al. 2013), the WADS

does not relate as strongly (or at all) to their occupational

variables, compared to mistreatment measures that better

resonate with them. Aside from the non-significant tests of

criterion-related validity, the WADS contained high relia-

bility and convergent and discriminant validity among

middle-aged workers.

Phase 2: Invariance of the WADS Between Age

Groups

Having tested the WADS within each age group, we then

conducted a series of measurement equivalence tests (per

Vandenberg and Lance 2001) to compare the WADS

between age groups (Table 7). All tests were based on the

‘‘confirmatory’’ datasets (i.e., Study 1 Phase 4, Study 2

Phase 3, and Study 3 Phase 1). In Model 1 (M1), we

imposed the same unidimensional factor structure across

groups (setting the first factor loading to one) to test con-

figural invariance. Model fit was acceptable:

v2(81) = 265.87, p \ .001, RMSEA = .078, 90 % CI [.067, .088], CFI = .99. Given configural invariance, we

proceeded to test metric invariance in M2, fixing factor

loadings to be equivalent between groups. M2 fit was

acceptable: v2(97) = 297.86, p \ .001, RMSEA = .074,

506 J Bus Psychol (2016) 31:493–513

123

90 % CI [.064, .083], CFI = .99. M1 and M2 demonstrated

comparable fit: Dv2(16) = 31.99, p [ .05; DCFI = -.001.

5 We built on M2 to test scalar invariance, con-

straining the vector of items’ intercepts to be equal (M3).

We did not expect the groups to have invariant item

intercepts however, given our hypothesis that middle-aged

workers experience significantly lower rates of age dis-

crimination than older and younger workers. In cases of

hypothesized group differences, scalar variance does not

reflect undesirable biases but rather demonstrates under-

lying differences between groups (Vandenberg and Lance

2001). Indeed, this model did not fit the data very well:

v2(115) = 544.90, p \ .001, RMSEA = .099, 90 % CI [.091, .108], CFI = .97. M3 also had significantly worse

model fit than M2: Dv2(18) = 247.04, p \ .05; DCFI = -.015. All items’ intercepts significantly differed between the groups. We next compared the latent means

between age groups. M4 built on M2 by constraining the

factor means to be equivalent. Model fit was poor:

v2(123) = 956.31, p \ .001, RMSEA = .133, 90 % CI [.126, .141], CFI = .95. M4 fit significantly worse than

M2: Dv2(26) = 658.45, p \ .05; DCFI = -.04. Thus, the age groups are not invariant in their latent means.

We supplemented these analyses by comparing the

latent means between two sets of age groups at a time

(younger vs. older; younger vs. middle-aged; middle-aged

vs. older). Fit for all three models was poor, 6

demonstrating

that the means significantly differed between each set of

age groups. Specifically, younger workers experienced the

highest rates of age discrimination, followed by older

workers, and then middle-aged workers. Additional anal-

yses revealed that only 22 % of younger workers and 30 %

of older workers reported not having experienced any of

the WADS items in the past year, but nearly half (48 %) of

middle-aged workers reported ‘‘never’’ to all WADS items.

We plotted age discrimination frequency across ages

(Fig. 1). Taken together, these results support our hypoth-

esis that a U-shaped pattern exists between age groups with

regard to frequency of age discrimination.

Discussion

The ‘‘graying’’ workforce and the well-documented nega-

tive stereotypes of both older and younger workers

underscore the need to better understand employees’

Table 6 Study 3 descriptive statistics and zero-order

correlations between variables

for middle-aged employees

M SD 1 2 3 4 5 6

1. WADS 1.42 0.61 (.93)

2. ICAWS 1.62 0.59 .31** (.78)

3. Negative affect 1.50 0.64 .33** .44** (.92)

4. Extraversion 2.88 1.11 -.06 -.11* -.25** (.81)

5. Job satisfaction 5.03 1.59 -.17** -.36** -.29** .28** (.95)

6. Turnover intentions 3.39 1.87 .21** .34** .28** -.20** -.80** (.90)

Cronbach’s a coefficients are presented in parentheses on the diagonal. N = 406–407 using pairwise deletion

* p \ .05; ** p \ .01

Table 7 Invariance of the WADS between age groups

Model df v2 CFI Ddf Dv2 DCFI

1. Equivalent factor structures 81 265.87* .988

2. Equivalent factor loadings 97 297.86* .987

1 versus 2 16 31.99 -.001

3. Equivalent intercepts 115 544.90* .972

2 versus 3 18 247.04* -.015

4. Equivalent factor means 123 956.31* .947

2 versus 4 26 658.45* -.040

CFI comparative fit index

* p \ .001

5 We supplemented all model comparisons with differences in CFI.

Invariance hypotheses should typically not be rejected when CFI

change values are -.01 or less, they should be viewed with caution

when values are -.01 to -.02, and they should be rejected when

values are greater than -.02 (Vandenberg and Lance 2001).

6 Goodness of fit indices can be obtained by contacting the first

author.

J Bus Psychol (2016) 31:493–513 507

123

perspectives of age discrimination. Age discrimination has

become a central topic in international conversations, such

as the 2015 White House Conference on Aging and the

World Health Organization’s (WHO) initiatives on global

aging. Yet, researchers lack a validated measure with

which to capture workers’ experiences of age discrimina-

tion. Our objective was to develop and validate a measure,

the Workplace Age Discrimination Scale, that researchers,

practitioners, and policymakers can use to better under-

stand employees’ perspectives and outcomes of age dis-

crimination. The present study provides four contributions

to the literature.

First, the WADS turns attention to individuals’ percep-

tions of age discrimination. Although measures of age

stereotypes and discriminatory age climates exist, no val-

idated measure captures targets’ personal experiences of

age discrimination, which are essential for conducting

future research on targeted employees’ organizational,

mental, and physical outcomes. This absence of attention to

personal experiences of age discrimination differs from

literatures on race- and sex-based workplace discrimination

that highlight the importance of targets’ perspectives in

uncovering and addressing organizational mistreatment

(e.g., Fitzgerald et al. 1997; Williams et al. 1997, 2003).

The WADS is particularly useful in that its items capture

workers’ experiences across age groups; thus, it is possible

to administer one measure to all employees.

Second, the WADS addresses many methodological

issues in the ageism literature (e.g., lack of validation,

reliance on participants to define ‘‘age discrimination,’’

absence of a referent time period in instructional stems).

We conducted a series of qualitative and quantitative

studies, employed numerous analytic approaches, and drew

on methodological best practices to develop, refine, and

validate the WADS. The measure contains high reliability

among older, younger, and middle-aged workers.

Exploratory and confirmatory factor analyses revealed a

unidimensional structure that explains significant variance

in workers’ experiences of age discrimination. Further, we

used an experimental manipulation to determine that 1 year

is an appropriate timeframe for the stem of the WADS,

capturing meaningful target experiences.

The paper also challenges two normative assumptions

that scholars and policymakers make about age discrimi-

nation: (a) that discriminatory behaviors are only overt and

explicit and (b) that only older employees are targeted with

it. Speaking to the first assumption, overt discriminatory

actions based on age do indeed occur, and they certainly

fall within our conceptualization and definition of ‘‘dif-

ferential workplace treatment based on age, which impairs

fairness of treatment or opportunity.’’ Yet our inductive

method of analyzing over two hundred workers’ stories

revealed that age discrimination is often subtle, elusive,

and understated—for older and younger workers alike.

Employees described being excluded from work-related

and social events, experiencing comments insinuating that

their education and training are inadequate (outdated for

older workers, insufficient for younger workers), learning

about age-related gossip (e.g., when one will ‘‘finally’’

retire), and hearing age-related ‘‘jokes.’’ These covert

Fig. 1 Mean of the WADS across age groups. Error bars

contain 95 % confidence

intervals

508 J Bus Psychol (2016) 31:493–513

123

manifestations highlight the need to apply modern dis-

crimination theories to the ageism literature with greater

frequency. As discrimination becomes less socially

acceptable and as targets gain greater legal protection,

discrimination is less likely to occur in overt forms, instead

emerging in insidious ways that skirt legal and public

attention. The WADS includes ‘‘modern’’ manifestations

of age discrimination, thereby better capturing the breadth

of employees’ experiences.

Interestingly, workers—particularly younger workers—

often introduced their stories of covert age discrimination

by saying, ‘‘I haven’t really experienced age discrimina-

tion, but…’’ and then proceeded to describe insidious manifestations of age discrimination. From a method-

ological standpoint, this reinforces the need to avoid using

terms such as ‘‘age discrimination’’ in measurement items.

Although some participants were hesitant to define their

experiences as age discrimination—likely due to their

schemas of age discrimination as high-intensity, overt

behaviors that can result in legal proceedings—their stories

clearly exemplify age-based mistreatment at work. Devel-

oping items that pertain to particular discriminatory

behaviors rather than to participants’ definitions of ‘‘age

discrimination’’ more accurately captures age discrimina-

tion frequency, because the behaviors align with

researchers’ construct definitions and contain less concep-

tual variance between participants (Hardy and Ford 2014).

This finding reveals the need for greater research on inter-

individual appraisals of and coping strategies for age dis-

crimination. Do employees only label their experiences as

‘‘age discrimination’’ when the events are egregious or

pertain to formal aspects of the job? When targets do not

explicitly label their experiences as age discrimination, are

their appraisals less negative and their well-being less

affected? These questions await future research.

In our fourth contribution, we challenge assumptions

about who experiences age discrimination. Our findings

indicate that older workers are not alone in their reports of

mistreatment; younger workers report similar experiences,

often at higher frequencies. This substantiates emerging

evidence that the nature of ageism might be changing, such

that younger employees are denigrated even more often

than older employees (Bertolino et al. 2012; Weiss and

Maurer 2004). Our hope is that the WADS will spur greater

research on younger workers’ experiences of age discrim-

ination. Early onset discrimination could pose important

implications for workers’ long-term organizational success,

labor force attachment, economic and social participation,

self-perception, and health. Meanwhile, middle-aged

workers experience significantly less age discrimination,

creating a U-shaped pattern of age discrimination across

the lifespan. This finding builds on research on age

stereotypes in which the fewest negative stereotypes exist

toward middle-aged, compared to younger or older,

employees (Finkelstein et al. 2013). It reinforces the notion

that middle-aged workers are favored and demonstrates

that they can be used as an appropriate comparison (‘‘in-

group’’) in future research on aging.

Limitations and Future Directions

Although we employed numerous methods (e.g., deductive,

qualitative, experimental) to develop and validate the

WADS, the quantitative studies were cross-sectional, pre-

venting us from drawing conclusions about causal rela-

tionships between age discrimination and theoretical target

outcomes (e.g., job satisfaction, turnover intentions). Our

intent was to develop a measurement tool that scholars can

use to pursue a host of future studies, including those that

document longitudinal relationships between perceived age

discrimination and target outcomes. The WADS can be

used to address numerous other research topics, including

target meaning-making of and coping mechanisms for age

discrimination.

Another important future direction is the potential for

the WADS to spur intersectional and comparative dis-

crimination research with regard to age. The WADS

enables scholars to compare targets’ experiences of age

discrimination with other discriminatory experiences,

addressing questions such as: Do employees cope similarly

with different types of discrimination? Do employees’

outcomes differ based on discrimination type? Scholars can

also better study discrimination based on intersections of

employees’ identities. For instance, how do measures of

age-, race-, and sex-based discrimination contribute to

predicting the outcomes of older women of color? Ques-

tions such as these deserve greater empirical attention as

Western societies become increasingly diverse with respect

to age, race, and ethnicity.

Results were similar between frequencies and appraisals

of the WADS items, leading to our recommendation that

scholars use the WADS to measure respondents’ frequen-

cies of age discrimination. However, we used only one

item (‘‘How much does this experience typically bother

you?’’) to assess appraisal of each WADS statement.

Respondents’ appraisals might be better captured using a

holistic measure of appraisal that follows the WADS (see

Cortina and Magley 2009). Although age discrimination is

fundamentally negative, employees likely vary in their

appraisals of it, as they do for other types of workplace

mistreatment (Cortina and Magley 2009; Langhout et al.

2005). Better understanding of targets’ appraisals of age

discrimination could spur research on coping mechanisms

J Bus Psychol (2016) 31:493–513 509

123

and outcomes (Lazarus and Folkman 1984), as well as

interventions for reducing the impact of age discrimination.

We used crowdsourcing samples in order to enhance

generalizability during measure development, but in future

research, the WADS should be administered in specific

organizational settings to determine how tacit definitions of

older, middle-aged, and younger age groups—and their

respective experiences of age discrimination—differ

between professions. For instance, employees at technol-

ogy companies might be considered older (and targeted

with more discrimination) when they reach their thirties.

Age discrimination may not follow a U-shaped curve in

industries such as this that favor youth but rather may

develop along an upward linear trajectory. The opposite

pattern might exist in industries (e.g., academia) that tend

to value older employees with extensive experience. Future

research should test the impact of career timetables and job

norms on organizational definitions of ‘‘young,’’ ‘‘middle,’’

and ‘‘old’’ and on employees’ subsequent discriminatory

experiences.

Practical Implications

Equal opportunity is a virtue of American society. By

better understanding age discrimination, practitioners can

generate multi-level strategies to reduce age discrimination

and minimize its effects. Because we demonstrate that

many age discriminatory acts are covert, practitioners

could draw on interventions for addressing other types of

low-intensity mistreatment. For instance, the Civility,

Respect, and Engagement in the Workplace (CREW)

program successfully reduces workplace incivility (Osa-

tuke et al. 2009). Another strategy is to address perpetra-

tors’ implicit attitudes and stereotypes toward particular

age groups. Covert discrimination often stems from sub-

conscious perpetrator attitudes, allowing stereotypes to

manifest in discriminatory behavior without perpetrators’

awareness (Dovidio et al. 1997; Gaertner and Dovidio

2005). The Common Ingroup Identity Model (Gaertner and

Dovidio 2000) has been used to broaden individuals’ per-

ceptions of ingroup membership, thereby reducing preju-

dice. Interventions such as these could be tailored to

address age discrimination.

The WADS is also a valuable tool for informing social

policy. Employment laws in many countries (e.g., the

ADEA in the U.S.) only protect individuals from blatant

acts of workplace age discrimination in formal domains,

such as recruitment and promotion. Yet, respondents in our

studies repeatedly indicated that age discrimination is often

covert and occurs in informal domains—acts falling out-

side legislative protection. Thus, although age-based

claims of discrimination have swelled in many countries,

the prevalence of age discrimination is likely underesti-

mated given that lower-intensity forms of discrimination

are typically not legally covered. King et al. (2011) dis-

cussed misalignment between U.S. law and targets’ per-

spectives of other types of discrimination (e.g., race-

based), given that most laws cover only egregious mani-

festations of discrimination. Should the ADEA and similar

laws be expanded to include modern forms of age dis-

crimination? Greater discussion is warranted.

In the U.S., national legislation and organizational

policies also fail to protect younger workers, a population

that our paper demonstrates is subject to greater age dis-

crimination than older workers. Age discrimination does

not start when U.S. workers become legally protected but

rather, as our data show, affects individuals as young as 18.

This work, in conjunction with research documenting

numerous negative stereotypes of younger workers (e.g.,

Finkelstein et al. 2013), provides support for expanding the

ADEA to protect workers under age 40. Without more

comprehensive coverage through the ADEA and organi-

zational policies, large segments of society will continue to

have little recourse for age discrimination.

Acknowledgments We are grateful to participants of the Age in the Workplace conference—particularly Lisa Finkelstein and Donald

Truxillo—for their feedback on early stages of this project. We also

thank Alyssa McGonagle and Boris Baltes for their methodological

support. In addition, we greatly appreciate the thoughtful feedback

from the Associate Editor, Scott Tonidandel, and two anonymous

reviewers that allowed us to strengthen the manuscript. Finally, we

thank Kathi Marchiondo, who provided insight and valuable

feedback.

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  • c.10869_2015_Article_9425.pdf
    • Development and Validation of the Workplace Age Discrimination Scale
      • Abstract
        • Purpose
        • Design/Methodology
        • Findings
        • Implications
        • Originality/Value
      • Negative Attitudes and Discrimination Toward Older Employees
      • Negative Attitudes and Discrimination Toward Younger Employees
      • Targets’ Perceptions of Workplace Age Discrimination
      • Comparing Age Discrimination Between Age Groups
      • The Present Studies
      • A Note About Study Samples
      • Study 1: Older Workers
        • Phase 1: Deductive Item Generation
        • Phase 2: Inductive Item Generation and Initial Item Reduction
          • Participants and Procedure
          • Analytic Method and Results
        • Phase 3: Exploratory Factor Analysis and Further Item Reduction
          • Participants and Procedure
          • Results
        • Phase 4: Confirmatory Factor Analysis and Tests of Validity
          • Participants and Procedure
          • Results
      • Study 2: Younger Workers
        • Phase 1: Inductive Item Generation
          • Participants and Procedure
          • Results
        • Phase 2: Exploratory Factor Analysis and Item Reduction
          • Participants and Procedure
          • Results
        • Phase 3: Confirmatory Factor Analysis and Tests of Validity
          • Participants and Procedure
          • Results
      • Study 3: Middle-Aged Workers
        • Phase 1: Confirmatory Factor Analysis and Tests of Validity
          • Participants and Procedure
          • Results
        • Phase 2: Invariance of the WADS Between Age Groups
      • Discussion
      • Limitations and Future Directions
      • Practical Implications
      • Acknowledgments
      • References