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Connecting the dots between psychological safety and the mental health crisis

What is psychological safety?

By Dee Kumpar | March 22, 2024

With psychological safety, companies can be the employer of choice, care for employee’s total health and wellness, and recruit and retain a healthy workforce.
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Psychological safety is the belief that one will not be punished or humiliated for speaking up, generating ideas, asking questions, voicing concerns, admitting mistakes, and showing vulnerability. The culture and leadership in your organization either supports or oppresses psychological safety through established norms, values, policies, and practices. Psychological safety is engineered to support a more inclusive and engaged workforce without fear of retaliation or exclusion. When employees fear, or perceive it is not safe to speak up or ask questions, they often become withdrawn or disengaged, they may feel isolated or not valued for their contributions at work. This lack of belonging or acceptance can leave one vulnerable to depression and stress that impacts both the personal and professional experiences we have at home and at work.

One popular model to support psychological safety follows a four-phase maturity process that begins with creating inclusion safety, learner safety, contributor safety and then challenger safety within your organization and or team. [1]

  • Phase 1: begins with inclusion safety that embraces diversity within the group. During this phase the workers feel welcome, included, wanted, and appreciated in the group setting.
  • Phase 2: known as learner safety, supports learning by asking questions, learning from our mistakes, and learning through mentorships.
  • Phase 3: is contributor safety that encourages collaboration within the team and having the knowledge and skills to make meaningful contributions without fear of embarrassment or ridicule.
  • Phase 4: is called challenger safety, that is the ability of the individual or group to respectfully challenge the status quo and ask, “why do we continue to do it that way”, or “what if we do things differently around here”?

One way to measure psychological safety within an organization uses a blended approach to examine trends between workplace violence events and employee retention rates. This two-pronged approach helps correlate the employee’s experience in the work setting with their degree of satisfaction measured against exposure to workplace violence events like bullying, intimidation, and even physical violence. When not addressed, these trends expose the organization to direct and indirect expenses related to workforce shortages, recruitment, and retention as well as higher claims costs due to physical and psychological workplace injuries and claims.

Guidance and legislation that supports psychological safety as part of workplace violence prevention

  • OSHA’s General Duty clause, from the Occupational Safety and Health Act of 1970 directs employers to ensure a safe working environment for employees that is free from recognized hazards that could cause physical harm and those that may lead to serious psychological harm. [2]
  • The ISO 45003 global standard provides guidance for managing psychosocial risk within an occupational health and safety management system based on ISO 45001. ISO 45003 emphasizes the importance of addressing psychological health as part of overall workplace safety.[3]
  • In 2023 California signed into law the SB553 that now expands the definition of workplace violence to address risk of both physical injuries and psychological trauma or stress. Identifying and evaluating workplace violence hazards along with education and expanded record keeping are some of the basic elements of the new legislation.[4]

What is happening today with employee mental health and wellness?

The World Health Organization defines mental health as a state of well-being in which the individual realizes their own abilities, can cope with the normal stresses of life, can work productively and fruitfully, and is able to contribute to their community.[5]

Mental health and wellness can be positively associated with psychosocial factors and lifestyles that include having a caring social network, contributing to society, and having a sense of belonging. Psychosocial factors and lifestyles can also have a negative influence on the individual such as when financial and medical concerns leave them vulnerable to stress and anxiety that sometimes leads to substance abuse and suicide. During a global benefits survey WTW saw that 59% of individuals feel lonely, 58% report having addictive behaviors, 59% report overspending, and 53%, just over half, are satisfied with their social life.[6] When effective, health and benefits teams within organizations do a tremendous job of helping employers find the right vendors to provide mental health care and treatment options for employees. It is equally important to understand what we can do to prevent the additional burden of stress in the workplace by addressing psychological safety before harm occurs.

Today’s mental health and wellbeing agenda is being pushed into the forefront of organizational requirements through a series of frameworks and in response to employee engagement surveys that highlight the need to expand mental health services. This is coming in the form of frameworks, standards, innovative applications, and data analytics.

Framework

The U.S. Surgeon General published a Framework for Workplace Mental Health and Well-Being in 2022.[7] The framework outlines essential elements including the need to protect workers from harm including both physical and psychological harm. Recommendations from the U.S. Surgeon General include a focus on continued efforts to minimize occupational hazards, workplace violence and psychological harm that can result from discrimination, emotional hostility, bullying, and harassment.

Data and analytics

Data innovations are further impacting mental health claims to help facilitate early detection, personalized monitoring, and data-driven interventions for improved outcomes. Organizations are continually auditing and improving Employee Assistance Program (EAP) programs and adding mental health apps, and reward programs to improve utilization. Many employers are elevating their data analytics today to track and trend mental health aspects in claims data. Mental health claims are typically managed through the employee’s health plan but can also be reported as part of a workers’ compensation claim in instances where there has been an injury to an individual involving threats or aggressive assaults at work or stress directly related to the workplace role.

What is the connection between psychological safety and mental health?

It is important to remember that nearly everyone will experience stress at some point in their career or personal life. While we cannot remove stress from life, we can be thoughtful about how the organization contributes to workplace stress and responds to the rising need to address access to mental health care and services for this next generation of our workforce.

With psychological safety we can be the employer of choice, caring for our employee’s total health and wellness, and recruiting and retaining a healthy workforce. Without psychological safety we see employees disengaged at work and sometimes suffer needlessly with mental health concerns brought on by stress and anxiety from both the work environment and personal crisis at home.

Successful strategies to promote psychological safety and address mental health needs

Building psychological safety and supporting the mental health and wellness of your employees requires insight from employees, managers, leaders, and industry experts. Here are some practical steps you can take:

  1. Consider an anonymous survey to understand some of the concerns employees are dealing with that produce stress or mental health concerns that can impact their work performance and safety.
  2. Schedule open forums to explore the survey results and listen to employee concerns and needs about mental health and psychological safety at work.
  3. Develop an interprofessional team approach including human resources, safety, risk, management, and employees to bring forth perspective from all levels within the organization.
  4. Expand the mental health support community by offering mental health champion education to managers and interested employees. The mental health champion role helps you create a culture of empathy and caring for your employees. The mental health champion role is not designed or authorized to diagnosis mental illness but rather to be a non-judgmental listener for the employee during their time of need and help them navigate the resources available to them.
  5. Create a mental health anti-stigma campaign designed to let employee and managers know it is okay not to be okay, and show how your organization cares about employees, listens to their needs, and provides resources to help them navigate to the right clinical care they need for their mental health and wellness needs.
  6. Use metrics to determine what is working and what to adjust as part of your ongoing improvement strategy. One example is measuring the trends associated with mental health claims from your health plan participants each year and address barriers that may exist with your current health care plans for the upcoming year. Another important metrics to review is related to stress or anxiety that may have been associated with workplace injuries, bullying and incivility reports.

Footnotes

  1. Clark, T.; 2021; The 4 Stages of Psychological Safety Return to article
  2. OSHA General Duty Clause Return to article
  3. ISO 45003 Return to article
  4. California SB553 Return to article
  5. World Health Organization Return to article
  6. WTW Global Benefits Attitudes Survey Return to article
  7. US Surgeons Framework for mental health Return to article

Disclaimer

Willis Towers Watson hopes you found the general information provided in this publication informative and helpful. The information contained herein is not intended to constitute legal or other professional advice and should not be relied upon in lieu of consultation with your own legal advisors. In the event you would like more information regarding your insurance coverage, please do not hesitate to reach out to us. In North America, Willis Towers Watson offers insurance products through licensed subsidiaries of Willis North America Inc., including Willis Towers Watson Northeast Inc. (in the United States) and Willis Canada, Inc.

Author

Associate Director
Adverse Event Consulting

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