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WILL I STAY OR WILL I GO?

EXPLAINING REPATRIATION BY SELF-INITIATED


EXPATRIATES
Author(s): PHYLLIS THARENOU and NATASHA CAULFIELD
Source: The Academy of Management Journal, Vol. 53, No. 5 (October 2010), pp. 1009-1028
Published by: Academy of Management
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? Academy of Management Journal


2010, Vol. 53, No. 5, 1009-1028.

WILL I STAY OR WILL I GO?


EXPLAINING REPATRIATION BY
SELF-INITIATED EXPATRIATES
PHYLLIS THARENOU
Flinders University of South Australia

NATASHA CAULFIELD
University of South Australia
Offering an integrated framework, we sought to explain why and how professionals
who self-initiate expatriation repatriate. We measured host country "pull" and "push,"
home country pull, "shocks," and the intention to repatriate of 546 Australians and, a
year later, their home country job search during the preceding year and whether they
had repatriated. We found that host country pull (weak embeddedness), home country
pull, and shocks explained their intention to repatriate and that shocks also played a
key role in explaining job search and repatriation. The mediation of host country
embeddedness, home country pull, and shocks by intention, and of intention by job
search, explained how repatriation occurred.

The world has become one large employment


pool for professionals, who increasingly initiate
and finance their own expatriation to take advan
tage of lucrative work opportunities created by a

More professionals initiate their own expatria


tion than are assigned abroad by their company, as
shown for professionals from Western countries (65

percent self-expatriates vs. 35 percent company ex

patriates [Doherty, Dickmann, & Mills, 2008]),


women from several countries (42 percent self
expatriates vs. 20 percent company expatriates

shortage of professionals (Manpower, 2006) in both

developed and developing economies (Interna


tional Labour Organization [ILO], 2006; Organisa
tion for Economic Cooperation and Development

[Napier & Taylor, 2002]), and Australians (about 60


percent self-expatriates vs. 19 percent company ex
patriates [Hugo, Rudd, & Harris, 2003]). The excep
tion is Finnish economists (50 percent self-expatri
ates vs. 50 percent company expatriates [Jokinen et
al., 2008]) and engineers (33 percent self-expatri
ates vs. 63 percent company expatriates [Suutari &
Brewster, 2000). The prevalence of professionals'
self-expatriating is also shown by the number em

[OECD], 2008a). "Self-initiated expatriates" are

professionals who choose to expatriate and who are


not transferred by their employer (Harrison, Shaf
fer, & Bhaskar-Shrinivas, 2004). Instead, they relo
cate to a country of their choice to seek a job or to
try an entrepreneurial venture (Jokinen, Brewster,

& Suutari, 2008; Saxenian, 2005), often with no


definite time frame in mind (Harrison et al., 2004;
Suutari & Brewster, 2000). They most often expa

igrating. At least 1.5 million skilled people mi


grated to an OECD country in 2004 (Bozionelos,
2009). Although 25 countries had fewer than 5
percent of their professionals expatriate to an
OECD country, a high 25 had 5-10 percent, 23 had

triate by resigning from their job and moving

abroad, finding a job once there; to a lesser extent,


they find work before they expatriate (Bozionelos,
2009; Frank & B?lair, 1999; Napier & Taylor, 2002;

Suutari & Brewster, 2000; Thang, MacLachlan, &


Goda, 2002). Worldwide, global and multinational
corporations (MNCs) rely on self-made expatriates
to redress their shortage of skilled labor and inter
national managers (Banai & Harry, 2004; Suutari &
Brewster, 2000; West & Bogumil, 2000). We seek to
explain what motivates this valuable source of tal
ent to repatriate or stay abroad. We add value by
developing an overarching theoretical framework

10-20 percent, and 21 had over 20 percent (OECD,

2008a).

A great deal of research has been conducted into


the repatriation of company-assigned expatriates,
especially into company repatriation policies and
expatriates' postentry adjustment, unmet expecta
tions, and job turnover (e.g., Black, Gregersen, &

Mendenhall, 1992; Harvey, 1989; Lazarova & Cer

din, 2007; Stroh, Gregersen, & Black, 1998). Com


pany-assigned expatriates usually repatriate by in

in which we propose multiple routes to explain

tracompany transfer to "return to one's home

why self-expatriates repatriate, integrated with se


quential mediated linkages to explain how.

country upon completion of an assignment" (Har


1009

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1010 Academy of Management Journal October

rison et al., 2004: 208). Only 8 percent, on average,

choose to return early (GMAC Global Relocation

Services, 2009). Research into why this small group


chooses to repatriate has focused on what can be
done to prevent their early return, although only
intention has been examined (Harrison et al., 2004).

Meta-analyses have shown that poor cultural ad


justment by expatriates or their partners or fami
lies, and job dissatisfaction, are the factors most
related to an intent to return early (Bhaskar-Shrini

vas, Harrison, Shaffer, & Luk, 2005; Hechanova,


Beehr, & Christiansen, 2003).
Unlike most company expatriates, self-initiated
expatriates themselves choose to repatriate; they
must decide whether to return and, if so, when.
Repatriation is self-initiated when "people return
to their country or place of origin after a significant

period in another country" (King, 2000: 8). The


proportion of skilled workers that repatriates is un

known. On average, their return migration rate


from the United States was 24 percent after five

years (OECD, 2008b), and from other developed


countries it was about 40-50 percent within ten
years (OECD, 2008a). Unlike most company expa
triates, self-expatriates must manage their own re
turn, find a new job or try an entrepreneurial ven
ture, or else return unemployed (Begley, Collings, &

Scullion, 2008; Saxenian, 2005; Suutari & Brewster,


2000). Research into self-expatriates' repatriation
has focused on trying to reverse the "brain drain"
and has sought to uncover what encourages return

(Hugo et al., 2003). Findings have been limited,

since most studies rely on frequency statistics. The


most frequently cited reasons skilled expatriates
intend to return (e.g., Frank & B?lair, 1999; Hugo et
al., 2003; Inkson et al., 2004; Mak, 1997), or have
returned as "repatriates" (e.g., Barrett & O'Connell,
2001; Hugo et al., 2003), are the pull of home coun
try family and lifestyle. Their most frequent barri
ers are the career, financial, professional, and busi
ness opportunities and conditions offered abroad

(Fontes, 2007; Hugo et al., 2003; Inkson et al.,

2004), suggesting that professionals' careers may


embed them abroad.

In contrast to company expatriates, self-expatri


ates do not appear to repatriate because of poor host

country adjustment. Self-initiated expatriates re


port greater cultural adjustment, ability to adapt to

the host country, and confidence in their capacity


to live and work abroad than company expatriates
(Doherty et al., 2008; Peltokorpi & Froese, 2009),

perhaps because they chose to live in a foreign


culture and they interact more with locals. More
often than company expatriates, self-expatriates:
(1) expatriate for adventure, to see the world, to live
in the host country, to experience the host culture,

and to learn the language (Doherty et al., 2008;


Napier & Taylor, 2002; Suutari & Brewster, 2000)
and (2) work in host country rather than home
country companies and MNCs, live in the commu
nity rather than in an expatriate enclave, live in a
host country longer, and have a host country or
working partner (Doherty et al., 2008; Jokinen et al.,

2008; Peltokorpi & Froese, 2009; Suutari & Brew

ster, 2000). So it is not surprising that self-expatri


ates are culturally better adjusted than company
expatriates.
Studies explaining why self-made expatriates re
patriate are limited, however. They have most often

relied on frequency analysis and cross-sectional


data, and they also have a limited conceptual un
derpinning. The simple "push-pull" view (Toren,
1976) has most often been applied, whereby self

expatriates return because they are pulled by their


home country (i.e., family, lifestyle) and pushed
away by their host country (e.g., lack of job oppor
tunities). Most of the other theories applied have an

economic basis, such as cost-benefit analysis (Co

may, 1971) and human capital theory (Barrett &


O'Connell, 2001), despite the extant support given
for family- and lifestyle-motivated repatriation. We

advance knowledge by testing a theory-based, psy


chological explanation using a prospective design
to predict actual return.

THEORETICAL FRAMEWORK
We seek to remedy the scant attention paid to
psychological theory to develop a framework to
explain why self-made expatriates repatriate. We
adapt contemporary job turnover theory to do so.
As March and Simon (1958) did for turnover, Toren
(1976) used push and pull factors to explain repa
triation. Deficiencies in the explanation of self-re

patriation?which have arisen from researchers'


not considering the impact of embeddedness and
"shocks" or simultaneously explaining why self
expatriates repatriate and the process by which
they do so?are similar to those identified in con
temporary, integrated models of turnover (Allen &
Griffeth, 2000; Lee, Gerhart, Weiler, & Trevor,
2008). Our interest is in repatriation, and most ex
patriates who quit a country repatriate rather than
move to a third country (e.g., 86 percent of the

Norwegians studied [OECD, 2008a]), especially


those from developed countries, as is our sample. It

is skilled expatriates from developing countries

who most often move to a third country. Figure 1


displays the overarching framework we build to
explain self-repatriation.
Contemporary frameworks include at least three
routes to turnover (leaving a job): push factors, pull

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2010

1011

Tharenou and Caulfield

FIGURE 1
Overarching Conceptual Framework and Model to Be Tested Explaining Self-Repatriation9
Pull to Remain:
Host Country Embeddedness

Career Embeddedness
Community Embeddedness

Pull to Repatriate:
Home Country Attraction
Career Instrumentality
Lifestyle Instrumentality
Family Encouragement
National Identity

Push to Repatriate:

Host Country

Dissatisfaction

Intention to

Repatriate

Job
Search

Repatriation

a The dashed lines indicate the paths to job search that were removed to test for part versus full mediation by intention to repatriate in
relation to job search. In addition, the path from shocks to job search was removed.

factors, and shocks (Allen & Griffeth, 2000; Lee et

al, 2008). In March and Simon's (1958) induce

ment-contributions theory, continued participation


in an organization is a function of two motivational

forces: (1) the perceived desirability of leaving, or


push factors, usually conceptualized as job dissat
isfaction, and (2) the perceived ease of leaving, or
pull factors, usually conceptualized as the external
job alternatives perceived by an employee.
The influence of home country pull has received
more research attention as an explanation for why
self-expatriates repatriate than has host country
push (King, 2000). We therefore examine the influ
ence of host country push (dissatisfaction), but we
also examine an important pull from the host coun
try: how embedded professionals are. Worldwide,
professionals most often self-initiate expatriation
for employment opportunities, professional devel

opment, and income (e.g., Barrett & O'Connell,


2001; Frank & B?lair, 1999; Gill, 2005; Hugo et al.,

2003; Nerdrum & Sarpebakken, 2006; Suutari &


Brewster, 2000). They may become embedded in
their host country because of these career opportu
nities and be reluctant to sacrifice them by repatri
ating. Figure 1 therefore includes not only home
country factors that pull expatriates to return and
host country factors that push them to return (dis
satisfaction), but also host country factors that pull
them to remain (embeddedness).
Past theory proposing "embedding" constructs

has explained company expatriates "going na

tive" (Black & Gregersen, 1992), emigrants assim


ilating into a host country (Berry, 1997), and so
journers losing their cultural identity (Sussman,
2002). We develop a broader construct than trans
fer of one's allegiance to a host operation or of
one's cultural identity to a host country that is

especially relevant to professionals. It assesses

expatriates' embeddedness in host countries

through their career and community, and, unlike

past research, we theorize and examine how em


beddedness is related to repatriation versus re
maining abroad (Figure 1).
A third route to job turnover is via an employee

experiencing "shocks to the system." In the un


folding theory of turnover, Lee and Mitchell
(1994) proposed that turnover often occurs in
response to jarring events?as opposed to dissat
isfaction?that cause employees to reassess their
employment situation in the context of their val
ues, goals, and plans, and that may result in their

deciding to quit, at times suddenly. Shocks may


happen on or off the job, be positive or negative,
and be expected or unexpected. Shocks have not

been examined as an explanation for why self


expatriates repatriate, an omission that we at

tempt to rectify (Figure 1).


Contemporary frameworks integrate the three
routes to turnover with the process by which it
arises (cf. Allen & Griffeth, 2000). Mobley's (1977)

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1012 Academy of Management Journal October

intermediate linkages model indicates proposed


stages that take place between evaluating a job and
quitting. Studies have examined Mobley's process
to show that there are three or four broad stages
(e.g., Griffeth, Horn, & Gaertner, 2000; Horn & Grif

feth, 1991). Scholars have concluded that proximal


determinants (e.g., job dissatisfaction) lead to a gen
eral intent to leave; that intent to leave crystallizes
before the pursuit of job alternatives and is more
likely to lead to a specific search for alternative
employment (rather than the reverse); and that job

search, combined with the intent to leave, then

directly affects turnover (e.g., Griffeth et al., 2000;

Holtom, Mitchell, Lee, & Eberly, 2008; Horn et al.,


1991; Horn & Griffeth, 1991; Maertz & Campion,

and we test the explanatory power of shocks. To


explain how self-repatriation occurs, we offer a
new contribution by testing a process that exam
ines the sequential mediating roles that satisfac
tion, intent to repatriate, and job search play. De

spite satisfaction and intention being likely to

transmit the influence of push and pull factors and

shocks (and intention itself to transmit the influ

ence of satisfaction), their mediating roles have not

been examined. Job search should help a profes


sional to execute an intent to return; yet studies
have not examined the mediating effect of job
search, an untested part of the puzzle that we
examine.

1998).

We combine the perspectives on the three routes


to turnover and the process by which it occurs to

explain self-repatriation (Figure 1). We propose


that both the pull of a host country (embeddedness)
and shocks affect expatriates ' satisfaction with liv
ing in the host country, which may, in turn, affect
their intention to repatriate. Further, reviewers
have concluded that such factors may also directly
affect an employee's intention to quit without first
being transmitted through dissatisfaction (Holtom
et al., 2008; Maertz & Campion, 1998), as we show
in Figure 1 for the effects of host and home country
pull and shocks on intention. Adapting theory for
job turnover (cf. Griffeth et al., 2000; Maertz &
Campion, 1998), we also propose that intention to
repatriate is vital for transmitting the influence of

pull and push factors. Professionals who have a


strong intention to repatriate are likely to examine

the chance of finding work at home to assess the


feasibility of return, but they may also repatriate
without first searching for a job. Figure 1 shows
that a shock can produce the same effects (cf. Lee &

Mitchell, 1994; Lee, Mitchell, Wise, & Fireman,

1996; Mitchell & Lee, 2001). However, researchers


have also proposed that pull and push factors may
affect whether an employee searches for a job (Kan
fer, Wanberg, & Kantrowitz, 2001; Mitchell, Hol
tom, Lee, Sablynski, & Erez, 2001), as is shown in
Figure 1. In turn, the greater the job search, the
greater will be the chance of uncovering job pros
pects to enable repatriation.
In sum, the study offers a conceptual contribu
tion that advances explanation of self-repatriation

by developing and testing an overarching inte

grated framework to explicate why and how repa


triation occurs, in contrast to the earlier, limited

"why" explanations. To explain why, we apply

concepts new to repatriation research. We derive


the concept of host country embeddedness to ex
amine the neglected influence of host countries,

DEVELOPMENT OF HYPOTHESES
Figure 1 shows the three routes that lead to a
decision to repatriate and the process by which

they translate into return?through mediation by


host country satisfaction, intention to repatriate,

and job search. We now provide the hypotheses


that were tested to seek support for our theoretical

model.

Pull to Remain: Host Country Embeddedness


Expatriates can become embedded in their host
countries, a situation that pulls them to remain
rather than to leave. For professionals from devel
oped countries, leaving most often means repatri
ating (OECD, 2008b). In job embeddedness theory,
employees are encouraged to remain in their organ
izations by a combination of three factors: the sac
rifices that they would have to make; the loss of fit

of their values, goals, and plans with their job and


organization; and the loss of the links with people,
groups, and institutions they have gained through
their job (Lee & Mitchell, 1994; Mitchell, Holtom, &
Lee, 2001). Applied to expatriates, this theory sug
gests that when expatriates are strongly embedded
in a host country, they are pulled to remain and
have little intent to leave, most often meaning that
they have little intention to return home. To exam

ine the impact of embeddedness on a professional's

decision to stay or return, we develop the new

concept of host country career embeddedness and


adapt the construct of community embeddedness
to a host country focus.
With regard to career embeddedness, if repatria
tion means that professionals will have to make
substantial career sacrifices, that their valuable ca
reer links will be fractured, and that a fit between
their career goals and the host country's opportu
nities will be lost, then they are more likely to
remain and less likely to consider repatriation. If

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2010 Tharenou and Caulfield 1013

they are embedded by career benefits, they are


more likely to be satisfied living abroad and less

inclined to return, as professionals themselves

have recounted (Gill, 2005; Harvey, 2009). Thus,

Hypothesis 1. Host country career embedded


ness is positively related to host country satis
faction and negatively related to intention to
repatriate.
With regard to community embeddedness, if by
repatriating expatriates are likely to sacrifice many
social activities and ties, lose much fit with their
community, and break many links with family and
friends, they are likely to feel pulled to remain. In
addition, an expatriate is likely to be more firmly
embedded in a community when he or she has a
partner and/or children, both of which facilitate

links with friends and community and assist in

creating a satisfying social life that is hard to leave


(Hugo et al., 2003; Mak, 1997). Skilled self-expatri
ates appear to display stronger intentions to repa
triate when they are childless, or their children are
not settled into the host country, or their partners
are of home country origin (Harvey, 2009; Hugo et

al., 2003; Mak, 1997). Partners of home country

origin may be less likely than those of foreign origin

to become embedded abroad and more likely to

push expatriates to repatriate to reunite with family

and friends and regain their lifestyle and national


culture. In sum, when expatriates are strongly em
bedded in their community, it is more likely that
their social needs are being met and that they are
more satisfied with living in the host country and
less inclined to return. Thus,
Hypothesis 2. Host-country community embed

dedness is positively related to host country


satisfaction and negatively related to intention
to repatriate.

Pull to Repatriate: Home Country Attraction


Home country factors are an attracting and influ
ential force on a decision to return, but they are not
likely to affect an expatriate's satisfaction with liv
ing in a host country because they are not directly
related to an evaluation of life there. We therefore

propose paths from home country pull factors (ca


reer and lifestyle instrumentality, family encour
agement, and national identity) to intention to re
patriate, but not to host country satisfaction.

Professionals are likely to construct outcome ex


pectations of the benefits for their career from re

patriating (cf. Tharenou, 2008), in keeping with


expectancy theory (Comay, 1971). Adapting Thare
nou's (2008) construct for expatriation, career in

strumentality with regard to repatriation explains


the extent to which an expatriate expects that repa
triation will produce career benefits. When expa
triates anticipate that they will gain career oppor

tunities and financial outcomes, they are more

likely to perceive repatriation as easy. Professionals


also construct outcome expectations of the benefits
for their lifestyle from returning. Lifestyle instru
mentality explains the extent to which expatriates
believe that repatriation will offer lifestyle benefits
(e.g., the lifestyle itself, the physical environment,
friendship, a place to raise children). When expa
triates anticipate that repatriation will result in
their regaining the benefits of a home country life
style, they will expect it to be easy as they will be
returning to a familiar lifestyle and environment
and to family and friends. Thus,

Hypothesis 3a. Repatriation's instrumentality


for gaining career outcomes is positively re
lated to the intention to repatriate.

Hypothesis 3b. Repatriation's instrumentality


for gaining lifestyle outcomes is positively re
lated to the intention to repatriate.
Expatriates are also pulled home by their family
in their home country. Their family actively seeks
their return, and the secondary family at home?
parents, grandparents, siblings, others?may exert
considerable pressure on expatriates to repatriate
(Jones, 2003). Expatriates (and their partners) are
encouraged to return to reunite with family and
friends, to bring up children at home, to care for
aging parents and relatives, and to gain the benefits

of extended family (Harvey, 2009; Hugo et al.,

2003). Strong encouragement by the home country


family is likely to result in expatriates expecting to

gain great support in this major life change and


upheaval, including the provision of help in find
ing accommodation, schools, and jobs and of emo
tional support. Therefore,

Hypothesis 4. Family encouragement is posi


tively related to intention to repatriate.

Expatriates are also likely to be attracted home

when they strongly identify with their home

country. Individuals with a strong national iden


tity have positive feelings about being a citizen of
their home country, often reflect on how central
their nationality is to them, and have strong ties

and bonds with compatriots (Cameron, 2004).

They are therefore more likely to be drawn home.

Because of their familiarity with their national


culture, expatriates are likely to believe that re
turning will be easy. Studies have indicated that
national identity is related to skilled self-expatri

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1014 Academy of Management Journal October

ates' intentions to repatriate (e.g., De Cieri, Shee

han, Costa, Fenwick, & Cooper, 2009; Inkson et


al., 2007). Therefore,
Hypothesis 5. National identity is positively
related to intention to repatriate.

Repatriation-Related Shocks
A shock is "a particular, jarring event that ini
tiates the psychological analyses involved in quit
ting a job" (Holtom, Mitchell, Lee, & Inderrieden,

2005: 339-340; Lee et al., 1996: 6). We adapt the

construct from the explanation proposed for quit

ting a job to quitting a host country to repatriate. A

shock may jolt an expatriate into appraising

whether life in the host country is meeting his or


her values, goals, and plans; if not, he or she may

become dissatisfied and be inclined to return

home. Dissatisfaction and intent to repatriate may


arise from shocks that are positive (e.g., a wedding

back home forces an expatriate to evaluate life


abroad and consider the desirability of return to
regain the lifestyle and rejoin family and friends) or

negative (e.g., an event linked to elderly parents


triggers thoughts of return to reunite with them and

care for them). Dissatisfaction and intent to return

may also result from a shock incurred in a host


country (an unhappy job situation results in a neg

ative evaluation of life abroad and prompts

thoughts of return) or home country (a visit home


results in a negative appraisal of life abroad, awak
ening the desire to once again live at home).
A shock may also jolt a professional directly into
deciding to return, perhaps triggering a search for a
job at home to realize that decision. But a shock
may also cause a professional to repatriate without

deliberation or job search because it activates a


preexisting plan or "script" (cf. Lee & Mitchell,
1994; Mitchell, Holtom, & Lee, 2001). For example,
an expatriate or his/her partner becoming pregnant

or having a child may trigger return because of a


previously determined plan to have a child close to
the family or to bring up children at home (Inkson

et al., 2004).

A range of types of shocks can therefore affect


return, and they vary according to the person. To
account for the variety of shocks, we examined the
incidence of shocks in general, adopting the same
approach as Lee et al. (1996:12, 34) to the measure
ment of shocks in interviews or surveys of employ
ees who left jobs. Therefore,

Hypothesis 6. Shocks are negatively related to


host country satisfaction and positively related
to intention to repatriate, home country job
search, and repatriation.

The Process of Repatriation as

Mediated Linkages

When an expatriate does not become embedded


in a host country by career or community benefits,

or incurs shock(s), as we have explained, he or she


may become dissatisfied living in the host country.
Dissatisfaction may render the prospect of repatri
ation desirable and push the expatriate to return,
consequently increasing intent. The effects of host
country embeddedness and shocks on intention to
repatriate thus arise in part because of dissatisfac
tion. Satisfaction is a partial mediator, since em

beddedness and shocks, as we earlier described,

may also directly affect an expatriate's intention to


return.

Hypothesis 7. Host country satisfaction partly


mediates the links of career and community
embeddedness and shocks with intention to
repatriate.
As we have explained, a professional is likely to
have a stronger inclination to repatriate when he or

she is weakly embedded in a host country, is dis


satisfied with living there, and incurs a shock or
shocks that trigger thoughts of return. Similarly,
when expatriates expect repatriation to gain them

career and lifestyle benefits, when their home


country family encourages them to return, and
when they identify with their home nationality,
they are more inclined to return. Pull and push
factors and shocks are therefore likely to have their

impact partly as a consequence of their link to an

expatriate's intention to repatriate, which, in turn,


impels them to search for work at home to achieve
their goal of return. Hence, intention to repatriate

will mediate the influence of such factors on job

search.

Intention may be a partial and not a full media


tor. Firstly, this is because shocks, as we explained,
are likely to directly affect job search with a view to

enable return. Secondly, intention may also be a

partial mediator because pull and push factors

could directly affect a professional's job search.


Adapting theory for domestic job search, expatri
ates who are pushed, for example, by job dissatis

faction (Mitchell, Holtom, Lee et al., 2001), and

who are pulled, for example, by high expectations


of outcomes (Kanfer et al., 2001), are more likely to

search for a job at home. Being weakly embedded


abroad may also enable an expatriate to search for a
job that will enable return. Hence, host country

push (dissatisfaction), lack of host country pull


(embeddedness), and home country pull (e.g., in
strumentality) may directly affect job search, ren

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2010 Tharenou and Caulfield 1015

dering intention a partial mediator of their effects


on job search.

Hypothesis 8a. Intention to repatriate partly


mediates the links of shocks with job search.

Hypothesis 8b. Intention to repatriate partly


mediates the links of career and community
embeddedness, host country satisfaction, ca
reer and lifestyle instrumentality, family en
couragement, and national identity with job
search.
A strong intention to repatriate is needed to mo
tivate repatriation. Unlike domestic job leavers,
only 15-20 percent of whom relocate (Mitchell,
Holtom, Lee et al., 2001), expatriates do not just
leave a job and find a new job in the same location.
They leave a country and find a new job in their old

country and readapt to their old culture. But peo


ple's intentions do not always result in their goal
being achieved (Gollwitzer, 1999). In implementa
tion intentions theory (Gollwitzer, 1999), to imple
ment an intention, people must determine how to
reach their goal and implement those behaviors.
Job search is a purposive, volitional behavior car
ried out in response to a discrepancy between an
employment goal and a current state of affairs (Kan
fer et al., 2001). Searching for a job in her/his home

country helps to facilitate a professional's goal of


return by uncovering job prospects or finding a job
at home, increasing the probability of return.

Not all professionals who intend to repatriate


will search for a job at home. Some may decide to
return unemployed and search for work once they
are home; others may have the finances to return
without a job to go to; still others may have been
offered a job and do not need to search. Thus, job
search will only partly mediate the prediction of
repatriation by intention because not all of those
with a high intent to return need to search for a job.

Hypothesis 9. Home country job search partly


mediates the prediction of repatriation by in
tention to repatriate; intention to repatriate
also directly predicts repatriation.

METHODS
Data Collection

most often initiate expatriation for employment op


portunities and professional development (Hugo et

al, 2003; Parker, 2006). Professionals from the


United Kingdom, Canada, Italy, and combined
country samples (Crowley-Henry, 2007; Frank &

B?lair, 1999; Gill, 2005; Nerdrum & Sarpebakken,


2006) behave similarly, as do those from combined
Western country samples, Britain, and Finland,
who also expatriated often for travel, adventure,
and cultural and international experience (Doherty
et al., 2008; Richardson & Mallon, 2005; Suutari &
Brewster, 2000). As do other small developed econ

omies (OECD, 2008c), Australia has moderate


skilled expatriation. Enabling a fair test of whether

professionals will repatriate or not, about a half to

two-thirds of Australian professionals have said


that they do not intend to, or are not likely to,
return permanently (47 percent [De Cieri et al.,
2009], 49 percent [Hugo et al., 2003], 64 percent
[Parker, 2006]).
We sought self-initiated expatriates via ten Aus
tralian professional associations with international
members and expatriate associations (e.g., Institute

of Chartered Accountants Australia; Australian

Chambers of Commerce). Nine of the ten associa


tions placed a message on their website or in their

electronic newsletter through which members

could access the survey and return it to us. We told


expatriates that we were seeking Australian profes
sionals who were currently working abroad and we
wished to understand their intention to repatriate
or to stay abroad. We could calculate the response
rate for the one expatriate association that e-mailed
the survey directly to all of its 300 members, giving
a satisfactory 45 percent return.
We received 764 surveys. We asked expatriates to
provide their addresses if they wished to be fol

lowed up; 755 did. A year later we e-mailed the

time 2 survey and received 649 surveys back, for an

86 percent response. We searched for those with


outdated addresses using the internet or found fol
low-up addresses. We made contact with the sur
vey nonrespondents to ask whether they had repa
triated or not; 103 of the 106 responded. We thus

measured repatriation for 752 of the 755 respon


dents. By time 2, 97 of the 755 had repatriated. Of
the 97, 87 returned the time 2 survey, a number
comprising 13 percent of the 649 time 2 surveys.

Using chi-square tests on the time 1 items, we

We surveyed Australian self-initiated expatriates


to assess pull and push factors, shocks, and inten
tion to repatriate (time 1). A year later (time 2), we

measured how much they had searched for jobs in


their home country during the preceding year and
whether they had repatriated or not. Australian

professionals were suitable for the study. They

tested whether the 115 expatriates from whom we


did not have a time 2 survey differed from the 649

from whom we did on 34 demographic (e.g., age)


and other variables. For 31 of the 34 tests, there
were no significant differences. Overall, then, it is
unlikely that nonresponse affected the explanation
found for repatriation.

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1016 Academy of Management Journal October

Measures

Sample
To ensure we sampled self-initiated expatriates,
we asked expatriates whether they were deployed
abroad on an expatriate assignment by their organ
ization; 173 confirmed that they were. We excluded
them, leaving 591. We also asked expatriates if they

had self-initiated their expatriation, as opposed to


being sent by their employer, accompanying a part
ner, or going for family reasons; 546 of the 591
confirmed that they had. We omitted the 45 who

had not (36 appeared to be trailing spouses). The


546 formed the time 1 sample, of whom 471 re
turned the time 2 survey, including 14 percent who

had repatriated.
At time 1, two-thirds of the 546 self-expatriates
were from 25 to 39 years old, on average in the age
range of 35 to 39. Most (90%) had lived abroad for
over a year, on average from 3 to 5 years. Three
tenths had originally intended to expatriate for

The Appendix provides the items for all scales,


which we averaged to form the scores.

Host country career embeddedness. A nine

item scale measured career embeddedness and was

based on the organizational measure of job embed


dedness (Lee, Mitchell, Sablynski, Burton, & Hol

tom, 2004; Mitchell, Holtom, Lee et al., 2001).

Three items measured the career sacrifices that ex

patriates would incur should they repatriate (e.g.,


"career and employment opportunities" [Hugo et
al, 2003]) and were scored from 1 ("not at all") to 5

("to a very great extent"). Four items measured


career fit, asking the extent to which expatriates
agreed that their career goals (e.g., "career needs")
fitted with host country opportunities, and these
items were scored from 1 ("strongly disagree") to 7

("strongly agree"). Two items measured links: ten


ure with the current employer (a seven-point item)

fewer than 2 years, a third from 2 to 5 years, over a

and permanency of the job (a three-point item)


(Tanova & Holtom, 2008). We standardized scores

fifth for 5 or more years or permanently, and 15


percent had no time frame in mind. Despite their

categories. Career embeddedness should be more

intentions, 31 percent had stayed longer. Sixty-five

related to a host country's economic and job oppor

percent of the sample of 546 was male. Sample


members held mostly undergraduate (43%) and
postgraduate (53%) degrees and had permanent
jobs (70%) rather than contracts (27%) or casual
jobs (3%). They were managers and executives
(33%), accountants (29%), or other professionals
(e.g., lawyer, 6%; teacher, 5%). They ranged from

nonmanagers (15%) to chief executive officers

(11%); 56 percent were senior managers or above.


Most (87%) worked in the for-profit sector (13 per
cent worked in the government, community, and
not-for-profit sector) and MNCs (61 percent: 6 per
cent Australian owned). Most were married or co
habiting (72%). Of their partners, 43 percent were
foreign citizens, 16 percent held dual citizenship,
and 54 percent had family in Australia. Some ex
patriates were parents (41%), of whom 70 percent
had children born abroad; 21 percent of children
were of high school age. Expatriates lived in Europe
(42 percent: 38 percent United Kingdom); Asia (27

percent: 9 percent Singapore, 8 percent Hong


Kong); United Arab Emirates/Gulf States (18%);

other English-speaking countries (11 percent: 7 per


cent United States); and other countries (2%). Most
were Australian born (83%). About a quarter (28%)

were dual citizens, almost all of whom (93%) had


family living in Australia, suggesting that Australia

was their home and that they were not likely to


have become expatriates because they had perma
nently relocated abroad.

for averaging as the items had different response

tunities than to an expatriate being older, at a


higher managerial level, or having a dual home

host country identity. Supporting its convergent


and discriminant validity, career embeddedness

was more related to perceiving substantial host


country economic opportunities (r = .53, < .01)
and greater occupational rewards than in the home

country (r = .55, < .01), than to age (r = -.05,


n.s.), managerial level (r = .25, < .01), or dual
identity (r = .18, < .01).
Host country community embeddedness. We
used a ten-item scale adapted from the community

measure of job embeddedness (Lee et al., 2004;


Mitchell, Holtom, Lee et al., 2001). Three items

measured the extent of community sacrifice that


expatriates would make by repatriating (e.g., "in
social activities and events") and were scored from
1 ("not at all") to 5 ("to a very great extent"). Three
items assessed community fit (e.g., "This commu
nity is a good match for me") and were scored from
1 ("strongly disagree") to 7 ("strongly agree"). Four
items assessed community links (e.g., "My close
friends live nearby"), including having a partner

and children. Community embeddedness should

be more related to satisfaction with a host culture


and fitting into the country's values than to merely

having family there, a foreign-born partner, or a


dual home-host country identity. Supporting con
vergent and discriminant validity, community em
beddedness was more related to satisfaction with

the culture (r = .45, < .01) and fitting into the

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2010 Tharenou and Caulfield 1017

host country [r = .39, < .01) than to having family


living there (r = .16, < .01), a foreign partner (r =

ular event that caused you to think about leaving"


(Lee et al., 1996: 12, 34), by substituting "repatri

measured by two items: whether expatriates had a


dual home-host country identity and a global iden

thoughts about repatriating. We averaged respon


dents' ratings on these questions to create scores
for home and host country shocks and for nega
tive (e.g., family illness or death, job dissatisfac

.13, < .01), or a dual identity (r = .22, < .01).


We assessed whether host country embedded
ness was distinct from acculturation, which we

tity as a citizen of the world. We used confirmatory

factor analysis (CFA) to test one-, two-, and three


factor models of career and community embedded
ness and international identity (dual and global).
We found that the three-factor model fitted better

( 2 = 257, < .01) than the two-factor model,


which fitted better ( 2 = 1,120, < .01) than the
one-factor model, supporting the discriminant va
lidity of the embeddedness measures as being dis
tinct from a measure of international identity.

Repatriation's career instrumentality and life

style instrumentality. Two items from past studies


(Hugo et al., 2003; Inkson et al., 2004) assessed the
expected likelihood of gaining "career opportuni
ties" and "money/income" from repatriation (cf.
Tharenou, 2008). Six items from past studies (Bar
rett & O'Connell, 2001; Hugo et al, 2003; Inkson et
al., 2004) assessed the likelihood of gaining family
and other lifestyle outcomes from repatriation (e.g.,

"the lifestyle," "a better place to bring up chil

dren"). The items were scored from 0 (0%, "do not

expect this outcome at all") to 10 (100%, "com


pletely expect this outcome").

Home country family encouragement. Three

items assessed if expatriates were encouraged by


their home country families to repatriate (e.g., "My

family in Australia encourages me to return home

to live") and were scored from 1 ("strongly dis


agree") to 7 ("strongly agree"). Family encourage
ment should be more related to being close to one's
family in Australia than to merely having family
there. Family encouragement was more related to
closeness to parents and relatives in Australia (r =

.34, < .01) than to expatriates (r = .19, < .01) or


their partners (r = .01, > .05) having family in

Australia, supporting scale validity.

National identity. We used Cameron's (2004)

validated nine items to measure national identity


as: (1) affect (e.g., "I don't feel good about being

ating" for "leaving." We also asked if there had


been multiple events or factors. We also assessed

if 11 specific events or factors had caused

tion) and positive (e.g., wedding, pregnancy/

childbirth) shocks. The shocks variable was more


related to incurring home country than host coun
try shocks (r = .40 vs. .28, < .01) and more related
to incurring negative shocks than positive shocks

(r = .37 vs. .25, < .01). Shocks was most related

to the specific shocks of illness, death, or failing

health (r = .29, < .01), events linked to elderly


parents or relatives (r = .27, < .01), a visit (r =
.27, < .01), and a wedding or engagement (r = .24,
< .01) back home, and job or work dissatisfaction

abroad (r = .27, < .01). Other shocks were less

related (e.g., pregnancy/childbirth: r = .12, < .05;


job offer back home/employer contact: r = .09,

< .05).

Host country satisfaction. Four items assessed

how satisfied expatriates were with living in


their host country (e.g., "living in this country in

general"; "my job, employment, career"). They

were scored from 1 ("strongly dissatisfied") to 7

("strongly satisfied"). To be valid, the measure

should be more related to other measures of host

country satisfaction and finding it difficult to


leave the country than to an expatriate's merely
being high in managerial level or having lived
abroad for a long time. In support of scale valid
ity, host country satisfaction was more related to

having experienced job or work situation dissat


isfaction that triggered thoughts of return (-.36,

< .01) and to finding it hard to leave the coun

try (r = .41, < .01) than to an expatriate's


managerial level (r=.15,p<.01)or time abroad

(r = .13, < .01).

Intention to repatriate. We assessed intent using


three items from past studies (Hugo et al., 2003;

Inkson et al., 2004; Mak, 1997), scored from 1

and (3) ties with countrypersons (e.g., "I feel strong

("strongly disagree") to 5 ("strongly agree"); for ex


ample, "I intend to repatriate to ... to live perma
nently" with "Australia" inserted. To be valid, the
measure should be more related to other measures

ties to other..."). We inserted "Australia" as the

of intention to repatriate and repatriation than to a

country. The extent of agreement with the items was

general willingness to relocate or mobility. In sup

scored from 1 ("strongly disagree") to 7 ("strongly

port of convergent and discriminant validity, inten

an . . . ," reversed for averaging); (2) centrality


(e.g., "I often think about the fact that laman...");

agree").

Shocks. Two items, scored as 1 ("no") or 2

("yes") were averaged. We adapted items used to


measure shocks that asked "if there was a partie

tion to repatriate was more related to how long


expatriates had originally intended to expatriate

(r = -.31, < .01) and whether they had repatri


ated in the past year (r = .39, < .01) than to a

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1018 Academy of Management Journal October

general willingness to relocate (r = .15, < .01)


and their number of expatriations (r = -.13, <

.01) and domestic relocations (r = -.03, n.s.).


Job search. We adapted ten items from Blau's
(1993) preparatory and active job search scales to

measure at time 2 how often expatriates had


searched for jobs in their home country during
the preceding year to facilitate repatriation. Pre

paratory search items asked how often expatri


ates had sought job information, made job con
tacts, and prepared job applications with a view
to repatriating (e.g., "searched for information on
jobs back in Australia"). Active search items mea
sured seeking or gaining job prospects to enable

repatriation (e.g., "had an interview for a job in


Australia"). Items were scored from 1 ("not at
all") to 5 ("very frequently"). The preparatory

ing return. We controlled for resident in the United

Kingdom, scored as 0 (not living in the U.K.) or 1


(living in the U.K.), because 38 percent of the sam
ple lived in the U.K.

Method of Analysis
We used the LISREL 8 program (J?reskog & Sor
bona, 1996) to fit the model (Figure 1). Because of
the sample's size in relation to the number of pa

rameters to be estimated, we ran path analysis

(Carlson & Kacmar, 2000). We tested for common


method variance, which would be indicated (Pod
sakoff, MacKenzie, Lee, & Podsakoff, 2003; Wil
liams, Cote, & Buckley, 1989) if the fit of the model

Repatriation. We coded repatriation as 1 (the 13


percent of the sample that repatriated by a year
later) or 0 (the 81 percent that had stayed in the
host country and the 6 percent that had moved

comprising the ten multi-item latent variables of


Figure 1 (a 10-factor model) was improved by add
ing an uncorrelated latent method factor on which
all items loaded (an 11-factor model). If the fit was
improved, we assessed the variance explained by
the method factor by summing the squared load
ings to reveal the extent of its influence. We also
used CFA to assess the discriminant validity of the
ten multi-item latent constructs, while recognizing
that embeddedness measures were formative aggre

onward to a third country). The small percentage of

gate constructs (Crossley, Bennett, Jex, & Burnfield,

and active search scores were highly related (r =


.75), and the scale was internally consistent [a =
.91); hence, the ten items were averaged to create

one job search score.

onward movers supports other studies (OECD,

2008a; Parker, 2006). The stayers and onward mov


ers did not differ significantly in any major way
(but both differed from repatriates), so we retained

both. At time 2, most repatriates (82%) reported


that they had returned permanently, and a few
(18%) were unsure, but none said they would re

turn abroad. To assess the score's accuracy, six

months after time 2 we recontacted repatriates to


ask their status. All but one was still a repatriate,
confirming score accuracy.
Control variables. We controlled for sample fea
tures that may have influenced our explanation of
repatriation. We controlled for time abroad, scored

from 1 ("under a year") to 7 ("over 20 years"),

because those abroad for a shorter time are more

likely to repatriate (OECD, 2008b). We did not con


trol for age as it was strongly related to time abroad

(r = .55, < .01) and number of children (r = .63,


< .01). We controlled for working for a home
country MNC, scored as 1 ("do not work for an
MNC"), 2 ("work for a foreign-owned MNC"), or 3
("work for an Australian MNC"), since return may
be greater for self-expatriates working in MNCs
with Australian offices because they could be trans
ferred. We controlled for dual citizenship, scored
as 1 ("Australian citizen only") or 2 ("dual: Austra
lian and other country"), because dual citizenship

was related to living in the U.K. (r = .22 < .01)


and foreign birth (r = .36, < .01), perhaps reduc

2007; Mitchell, Holtom, Lee et al., 2001).


For the path analysis, the input was the co vari
ance matrix, and maximum likelihood was the es
timation procedure. We corrected for measurement

error in each single-indicator (multi-item) measure


of a latent variable by fixing the latent to manifest
parameter for each variable at the square root of the

measure's reliability and calculating the residual as

[(1 - reliability) X variable variance] (Carlson &

Kacmar, 2000). We corrected the single-item con


trols (time abroad, home country MNC, dual citi

zenship, resident in the U.K.) for error by fixing the


factor loadings to one and calculating the error term

as [{1 - reliability) X variable variance] using reli


abilities of .95, since the variables were objective
and likely to have little or no error. We did not
correct the variable repatriation, which was per
fectly measured. We included paths in Figure 1
from each of the controls to intention to repatriate

and job search.

We fitted the model shown in Figure 1, in which


we propose partial mediation by host country sat
isfaction and intention to repatriate. To assess par
tial mediation, we compared the fit of this model
with models in which satisfaction and intention
were full mediators. First, we tested whether satis
faction was a partial mediator of the links of career

and community embeddedness and shocks to in


tention by comparing the fit of the theoretical
model with that of a nested model in which satis

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2010 Tharenou and Caulfield 1019

faction was a full mediator, by omitting their paths

to intention to repatriate. We used the chi-square


difference test to compare the fits of the partly and
fully mediated models to determine the best-fitting

model and to assess Hypothesis 7. Next, we took


the best-fitting model from that analysis to test
whether intention to repatriate partly mediated: (1)
the link of shocks to job search (Hypothesis 8a) and
(2) the links of embeddedness, satisfaction, instru

mentality, family encouragement, and national


identity to job search (Hypothesis 8b). First, we

omitted the path from shocks to job search to derive

the model fully mediated by intention to compare


its fit to that of the partly mediated model that
included the path. Second, we omitted the paths
from embeddedness, satisfaction, instrumentality,
family encouragement, and national identity to job
search (the dashed lines in Figure 1) to compare the
fit of the model fully mediated by intention with
the partly mediated model that included them. We
used the results to assess Hypotheses 8a and 8b as
well as to identify the best-fitting model to test the

remaining hypotheses. In the theoretical model in

Figure 1, the goodness-of-fit index (GFI), non

normed fit index (NNFI), and confirmatory fit in


dex (CFI) should be high (> .90) for acceptable fit,
and the root-mean-square error of approximation

(RMSEA) and standardized root-mean-square re


sidual (SRMR), low (< .08) (Browne & Cudeck,

1989).

therefore, are unlikely to be explained by common

method variance.

To assess discriminant validity, we compared the

fit of the ten-factor measurement model with that of

sequentially nested six- and three-factor models.


The six-factor model restricted covariance to one
within three sets of variables: (1) career and com
munity embeddedness; (2) career instrumentality,
lifestyle instrumentality, and family encourage
ment; and (3) shocks and intention to repatriate.
The three-factor model restricted covariance to one

within sets covering all variables: (1) career and


community embeddedness, host country satisfac
tion; (2) career and lifestyle instrumentality, family

encouragement, national identity; and (3) shocks,


intention to repatriate, and job search. The ten
factor model (GFI = .988; NNFI = .986; RMSEA =

.092, SRMR = .085) fitted better ( 2 = 196, <

.01; df= 34) than the six-factor model (GFI = .976;

NNFI = .973; RMSEA = .151, SRMR = .115), which


fitted better ( 2 = 678, < .01; df = 15) than the

three-factor model (GFI = .961; NNFI = .959;


RMSEA = .156, SRMR = .136), supporting dis
criminant validity. The ten-factor model showed
good fit (> .95). RMSEA was greater than .08 but
less than .10, which is acceptable (Browne & Cud
eck, 1989), in that the embeddedness measures are
aggregate formative constructs, not reflective.

Testing the Structural Model and Hypotheses

RESULTS
Table 1 givesthe means, standard deviations, cor
relations, and alpha coefficients for the variables,
indicating satisfactory reliability and no multicol
linearity. Intent to repatriate had a midrange mean

and a wide spread (mean = 3.29, s.d. = 1.15),

allowing its prediction. We omitted ten people


with missing data from the path analysis, fitting the

model with 461.


We assessed common method variance. The 11
factor model, which included the method factor,
had higher fit indexes than the 10-factor measure
ment model without it (GFI = .994 vs .988; NNFI =
.993 vs .986; SRMR = .076 vs .085), but the higher

chi-square difference test ( 2 = 1,934, < .01)

and RMSEA (.377 vs .092) of the 11-factor model


supported a poorer fit. Hence, there was inconsis
tent support for improvement of fit by the method
factor. Moreover, the method factor explained only

9.48 percent of the total variance, which is about


two-fifths of that usually observed in studies (Pod

sakoff et al. [2003], 24 percent; Williams et al.


[1989], 25 percent). The current study's results,

We ran the path analysis to fit the model shown


in Figure 1. We tested whether host country satis
faction partly mediated the links of career and com

munity embeddedness and shocks to intention to


repatriate by comparing the fit of the theoretical
model with that of the nested model removing their

paths, and thus testing satisfaction as a full medi

ator. The partly mediated model (GFI = .973,


NNFI = .953, CFI = .979, RMSEA = .048, SRMR =
.021) fitted better [A 2 = 34.94, < .01) than the
model in which satisfaction was a full mediator
(GFI = .964, NNFI = .931, CFI = .967, RMSEA =
.060, SRMR = .030). Figure 1 was thus best fitting,
with high fit and low error.

We then tested, as proposed in Figure 1,

whether intention was a partial mediator. First,


we compared the fit of the Figure 1 theoretical
model, in which intention partly mediated the
path of shocks to job search, with the fit of the
model in which intention was a full mediator of

that path, by removing it. The partly mediated

model (GFI = .973, NNFI = .953, CFI = .979,

RMSEA = .048, SRMR = .021) fitted better (A 2 =

36.19, < .01) than the fully mediated model

(GFI = .964, NNFI = .910, CFI = .966, RMSEA =

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.31

13 14

-.04 .16 -.05


.17 -.22 -.08

12

.01 -.07

11

-.11
.72

(.91)

10

.17

-.10 -.03 -.01

.49.69

(.88)

-.22

.18
.03

-.10

Means, Standard Deviations, Correlations, and Reliabilities'


a Correlations > .09 are significant at < .05, and those > .1 are significant at < .01. Alpha coefficients are on the diagonal. Care r and community embeddednes were z-scores;

TABLE 1

satisfaction, on a 1-7 scale; intention to repatriate, on a 1-5 scale; job search, on a 1-5 scale; repatriation behavior, as scores of 1 or 2; time abroad, on a 1-6 scale; home country

career and lifestyle instrumentality were measured on a 1-10-point scale; family encouragement, on a 1-7 scale; national identity, on a 1?7 scale; shocks, as scores of 1 or 2; host country

12. Time abroad, time 1 4.23 1.66 .16 .21 -.21 -.23 -.08 -.16 .16 .11

7. Shocks, time 1 1.52 0.47 -.12 -.15 .12 .28 .26 .12 (.88)

10. Job search, time 2 1.46 0.64 -.14 -.18 .18 .30 .19 .16 .41 -.21

11. Repatriation, time 2 0.12 0.32 -.18 -.24 .25 .41 .24 .22 .50 -.28
14. Dual citizenship, time 1 1.28 0.47 -.00 .12 .03 .03 -.04 -.20 .04 .05

Mean s.d.

8. Host country satisfaction, time 1 5.25 0.94 .39 .50 -.20 -.26 -.09 -.12 -.31 (.76)

6. National identity, time 1 5.73 0.92 -.07 -.14 .23 .38 .09 (.89)

multinational corporation, on a 1-3 point scale; dual citizenship, as 1 or 2; resident in United Kingdom, as 0 or 1.

9. Intention to repatriate, time 1 3.29 1.15 -.24 -.34 .35 .55 .27 .31 .36 -.31

13. Multinational corporation, time 1 1.66 0.58 .17 -.02 -.07 .09 .05 .06 .04 .02

15. Resident in United Kingdom, time 1 0.38 0.50 .01 -.13 .19 .38 .32 .09 .11 -.09

5. Home country family encouragement, time 1 4.18 1.61 .09 -.12 .11 .27 (.85)

2. Community embeddedness, time 1 0.00 1.00 .23 (.74)

4. Lifestyle instrumentality, time 1 6.08 2.26 -.14 -.32 .45 (.83)

3. Career instrumentality, time 1 2.79 2.39 -.42 -.14 (.85)

1. Career embeddedness, time 1 0.00 1.00 (.78)

Variable

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2010 Tharenou and Caulfield 1021

.062, SRMR = .029), supporting intention as

partly mediating the shocks-job search link. Sec


ond, we compared the fit of the Figure 1 model,
in which intention was a partial mediator, with
the fit of the model in which intention fully me
diated the paths of embeddedness, satisfaction,
instrumentality, family encouragement, and na
tional identity to job search, by removing those

direct paths. The fully mediated model (GFI =


.980, NNFI = .961, CFI = .985, RMSEA = .044,
SRMR = .020) fitted better ( 2 = 12.50; < .05)
than the Figure 1 model (GFI = .973, NNFI =
.953, CFI = .979, RMSEA = .048, SRMR = .021).

The best-fitting model, in which intention fully


mediated the links of host and home country pull
factors to job search, had good fit and low error.

It explained a high 69 percent of repatriation,

supporting low misspecification. Hence, we used


it to assess the hypotheses. Figure 2 provides the
model, giving its standardized path coefficients.

Hypotheses 1 and 2 were supported. As pre

dicted, career (Hypothesis 1) and community (Hy


pothesis 2) embeddedness were related positively
to host country satisfaction and negatively to inten

tion to repatriate (Figure 2). We also fitted the


model to test Hypothesis 2 with a second commu
nity embeddedness measure, which replaced the

"partner" item with two items that assessed

whether expatriates' partners were foreign citizens

and foreign born [a = .74) and thus used sample


members who had partners (n = 368). Community
embeddedness, when including the link of a for
eign partner, was related to host satisfaction ( =

.46, < .01) and intention to repatriate ( = ?.21,

< .01), the latter more than was the main embed

dedness measure ( = -.10, < .01).

Hypotheses 3a and 3b showed mixed support.


Lifestyle (Hypothesis 3b) but not career (Hypothe
sis 3a) instrumentality was positively related to
intention to repatriate. Hypotheses 4 and 5 were
supported. Home country family encouragement
(Hypothesis 4) and national identity (Hypothesis 5)
were positively related to intention to repatriate.
Hypothesis 6 was supported. Expatriates who ex
perienced shocks that triggered thoughts of return
were less satisfied with their host country, had
greater intent to repatriate, searched more often for

FIGURE 2
Completely Standardized Structural Coefficients for the Theoretical Model

a Nonsignificant paths are omitted. Each of the control variables (years abroad, host country MNC, dual citizen, resident in the United
Kingdom) had paths to intention and job search.

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1022 Academy of Management Journal October

a job, and were more likely to repatriate in the


next year.

return. Shocks also jar expatriates into searching

Hypothesis 7 was not supported. Satisfaction


did not have a significant path to intention to
repatriate, as shown in Figure 2; hence, it could
not partly mediate the links of career and com
munity embeddedness and shocks to intention.
We had also fitted the model in which satisfac

The other three contributions made by this re


search are more specific, in that we have applied
concepts new to the repatriation literature to ex
plain self-repatriation. Firstly, we derive the new
concept of host country embeddedness to bring the
influence of an expatriate's host country to bear.
Being weakly embedded in a host country is related

tion was a full mediator by dropping the paths of


embeddedness and shocks to intention from the

for a job at home or directly motivate their return.

to a stronger intent to repatriate because profession

model shown in Figure 1. Satisfaction then had a

als do not have to make substantial career and

which became nonsignificant in fitting the model

and community fit, and to fracture many career and

significant path to intention (? = -.24, < .01),

with satisfaction as a partial mediator. Addi


tional model fitting showed that adding the paths
from career and community embeddedness, but
not shocks, to intention rendered the path from
satisfaction to intention nonsignificant.

Hypothesis 8a was supported. As previously re

ported, intention partly mediated the link of shocks

to job search; shocks indirectly, not just directly,


increased job search, by increasing intention. Hy

pothesis 8b was not supported. As previously re


ported, intention fully, not partly, mediated the
links of embeddedness, instrumentality, encour
agement, and national identity to job search. In sum
(Figure 2), when expatriates were less embedded in
their host country, expected repatriation to gain
them lifestyle outcomes, were encouraged by fam
ily to return, identified strongly with their home
country, and incurred shocks, they had a stronger
intention to repatriate, which, in turn, predicted
their searching more often for jobs. Shocks also
directly predicted job search.

Hypothesis 9 was supported. Intention to repa

triate predicted home country job search, which, in


turn, predicted repatriation, supporting mediation.

However, intention also directly predicted repatri


ation. Hence, job search partly mediated intent's
prediction of repatriation.

DISCUSSION
We sought to advance understanding of why self

initiated expatriates?who comprise a keenly

sought source of professionals worldwide?repatri


ate or remain abroad. Our results make four theo
retical contributions. The first, a general contribu

tion, lies in our development and support of an


overarching, integrated framework that explains
why and how self-repatriation occurs. Weak host
country pull, strong home country pull, and shocks

motivate professionals to repatriate because they

are related to a greater intention to return, which, in


turn, leads to an increase in the effort they put into

searching for a job at home or leads directly to

community sacrifices, to relinquish strong career


community links. We advance the theory proposed
for company expatriates' transfer of company alle
giance (Black & Gregersen, 1992) and migrants' and
sojourners' transfer of cultural identity (Berry,

1997; Sussman, 2002) by revealing that being

weakly embedded fosters repatriation because it is


associated with a stronger intention to repatriate,

which, in turn, leads to job search conducted to


enable return or directly motivates repatriation.

In the second of our specific contributions, we


find that shocks are a powerful force that impels
professionals to contemplate and assess the impli
cations of an event vis-?-vis staying in the host
country. Shocks are positively related to the inten

tion to return and lead to job search?and thus

repatriation?but they also propel repatriation di


rectly. Finally, we show that job search is an im
portant mediator that enables return by helping
transform the jarring effect of a shock, and an ex

patriate's strong intention to repatriate, into


repatriation.

The results may also inform the literature on why

company expatriates choose to repatriate, which


has focused on host country push and has not ex
amined actual repatriation (Bhaskar-Shrinivas et
al., 2005; Harrison et al., 2004; Hechanova et al.,
2003). Our results indicate that a lack of host coun
try pull, in the form of weak embeddedness, and
strong home country pull, in the form of lifestyle
benefits, family ties, and national identity, explain
voluntary return because they are associated with a
greater intention to repatriate. We harness the con
ceptual power of the intention to repatriate, reveal
ing it to be the key mechanism by which host and
home country pull and shocks translate into job
search and return. We also employ job search the
ory (Kanfer et al., 2001) to show that intention
predicts repatriation, in part, because those with a
greater intention to repatriate implement their goal

by conducting a search for a job at home. Explana

tion of why company expatriates repatriate, on

those occasions when they must manage their own


return, may benefit from the application of our

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2010 Tharenou and Caulfield 1023

integrated framework for examining the factors that

when a professional experiences a shock from

either leads to return through job search or directly

home or forms a strong intention to return, suggest


ing that he or she redirects thoughts away from the

translate into an intention to return, which then

motivates repatriation.

Why and How Self-Initiated


Professionals Repatriate
The results suggest that professionals are more
inclined to return when they are pulled home by
the ease by which this can be accomplished, when
a shock forces them to entertain the prospect, and
when they are not embedded in their host country.
Professionals are more inclined to repatriate when
they perceive it to be easy to do so?rather than
because living in the host country is undesirable?
owing to rejoining their home country lifestyle and

national culture and having strong support from


family at home. All provide a reassuring, support
ive environment for return. On the other hand,

host country, which leads to spending cognitive


and operational effort in searching for a home
country job in preparation for leaving. By searching
for a job, a professional deals with one of the major

barriers to return?its feasibility?and gains infor

mation about suitable jobs, makes contact with


those who can assist in getting a job, uncovers job
prospects, and finds jobs for which to apply.

Limitations, Future Research, and


Practical Implications

This study has several limitations. The first

concerns the generalizability of the results. It is


quite common for young Australian expatriates to

spend time in the United Kingdom, at times as

sisted by ancestor-based U.K. work permits

low expectation of career benefits (Table 1), inten


tion to repatriate is not increased.
The results reveal that shocks are key factors in
repatriation, with negative shocks and those com
ing from a home country appearing most influen

(Hugo et al., 2003). Since 38 percent of the sam


ple's members were working in the U.K., the rea
sons for professionals' repatriating may be less
relevant to countries with more stringent entry
conditions. Another quarter was living in former
British colonies and English-speaking countries.

redirect his or her thoughts away from living in a


host country to events at home and to lead him or

countries culturally similar to their own than to


dissimilar countries (Aryee, Chay, & Chew, 1996;

when return is not anticipated to be easy, through a

tial. They are likely to prompt an expatriate to

her to consider how return could be achieved.

Yet a shock may not always initiate an intention


to repatriate or a job search. A jarring event at

home, such as a relative's illness or an event


concerning elderly parents, may prompt immedi
ate return.

To a lesser extent, expatriates who are less em


bedded abroad by their career and community have
fewer barriers to return and lower costs arising

from it. Weak embeddedness in a host country

makes staying less desirable and is associated with


a greater intent to return.

The results also illustrate how self-repatriation

occurs. It may not begin as a result of being

dissatisfied with life in a host country. The link


between dissatisfaction and intention to repatri

ate became nonsignificant once embeddedness

was controlled; similarly, dissatisfaction has


been found to be unrelated to turnover when job

embeddedness was related (Lee et al., 2004;

Tanova & Holtom, 2008). Hence, not being em


bedded in a host country may explain intention
to return better than does dissatisfaction. How
ever, further research is needed before conclud
ing that dissatisfaction is not also a constituent
factor in the process of return.
The results support repatriation as commencing

Professionals are more willing to expatriate to

Dupuis, Haines, & Saba, 2008; Tharenou, 2003),


and professionals from Western countries most
often expatriate to other Western countries, espe

cially the U.S., U.K., Canada, and Australia

(Doherty et al., 2008; OECD, 2008a). Our results

are thus more likely to apply to the repatriation of


professionals who expatriate from one developed

country to another (about 16 percent of skilled


expatriation), rather than from a developing to a

developed country (37%) or to another develop


ing country (24% [OECD, 2008a]). When consid
ering the percentage of Australians who live

abroad (5%) and the rate of migration of tertiary

educated Australians (2.5%), Australian profes


sionals expatriate to a similar extent as those
from other relatively small, prosperous nations
(three Nordic, four French and Germanic, three

Southern European; e.g., OECD, 2008c). In sum,

our results are most likely to be relevant to


explaining repatriation from developed coun
tries by professionals from small, prosperous
economies.
Moreover, tendencies within particular cul

tural backgrounds may influence return, which


cannot be assessed by a study of a single English
speaking home country culture. Why profession

als repatriate to a developed economy may not

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1024 Academy of Management Journal October

explain why they repatriate to a developing econ

omy (OECD, 2008b). Research needs to examine


what prompts professionals to repatriate to de
veloping countries and to a range of home coun
tries that vary in culture.

Because our sample members were culturally


similar to host country members, there was a
limit to the acculturation the expatriates could
experience. The greater the cultural distance be
tween host and home country, the more expatri
ates may repatriate (cf. Nerdrum & Sarpebakken,

2006). Research thus needs to examine the role


that cultural distance plays in self-expatriates'

return. A further area not examined was the in

fluence of acculturation on the formation of a


dual host?home country identity and whether
professionals with a dual-country identity are

2001). Host country embeddedness may buffer the


effect of shocks on intent to repatriate (Mitchell,
Holtom, Lee et al., 2001), requiring research in this
area. Men and women's repatriation may be subject
to different influences owing to their possibly dif
ferent family and career roles; hence research is

needed into the interaction between career and

family factors and gender. To fully apply job turn


over theory to explain leaving a country, it may also
be useful to examine intention to move out of a host

country, job search outside the host country, and


turnover that involves leaving the host country.

The results suggest strategies designed to assist


the managements of host country organizations to

retain their expatriate employees and those of

home country organizations to attract expatriates to

return to take up jobs in their organizations. Man


agements of host country organizations need to en
courage their foreign professionals to stay by en

less likely to return than those who maintain only


a home country identity.
Despite the study's design strengths, we cannot

hancing: (1) their career embeddedness, through

changes in the mediators, which led to changes in


behavior. Future research needs to measure the me
diators of intention and satisfaction at different

atives and (2) their community embeddedness,


through community involvement programs, in
cluding those for families. To encourage profes

say whether changes in determinants led to

reward management and career development initi

times than the determinants (push and pull factors)

sionals' return, the managements of home country


organizations, on the other hand, need to initiate
recruitment drives (e.g., an industry sector taking
job fairs abroad) to take advantage of shocks that
may have prompted expatriates to consider return

construct. In future research, other items should be

Companies can also influence self-expatriates to

test their effects.

repatriate for jobs in their organizations by includ


ing information about lifestyle outcomes and na
tional identity in recruitment processes. To encour

are measured. Despite the support given to their


measurement properties, the measures of embed
dedness used here are preliminary and would ben
efit from additional development. Career links
need to be measured by items representative of the

added to the embeddedness measures to further

Moreover, we did not theorize or examine the


impact of specific types of shocks on return or

examine the time elapsed between a shock and


repatriation, requiring research in this area. In
regard to our measure of shocks, any kind of

or that remind expatriates of their national identity.

age professionals already entertaining ideas of

repatriation, management can ensure that search


agencies are used to make expatriates aware of job
opportunities; that job search processes in their

event that forces self-expatriates to consider re

organizations are straightforward; that information

host country, intention to repatriate, search for a

is accessible through multiple methods and readily


provided; and that job application procedures are

turning may lead to dissatisfaction with their


job, and repatriation. Research needs to ask ex

patriates to rate whether particular events (that

could cause them to consider return) have oc


curred and how much the events that occurred
made them consider return. Research needs to
assess whether those events that led to thoughts
of return predict host country satisfaction, intent
to return, job search, and return.
The results suggest other research directions in
the quest to identify why in-demand professionals
choose to repatriate. The lack of influence of satis
faction and the key role of shocks suggest that re
search should examine whether a variety of paths
lead to repatriation, as they do in the unfolding
theory of job turnover (Mitchell, Holtom, & Lee,

easy.

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APPENDIX
Items (with Shortened Stems) Comprising the

Multi-Item Scales

Host Country Career Embeddedness


To what extent would these be sacrifices or losses for
you if you repatriated from abroad?

1. The career and employment opportunities I have


here/abroad
2. The money I earn or can earn here/abroad
3. The business opportunities I have here/abroad

How much do you agree with these statements with


respect to the country you live in? (Fit)
4. My career needs fit with the opportunities available in

this country
5. My professional growth and development fits with
what is happening in this country
6. My career plans do not fit with what is available back
home (reversed)
7. I have needs for international experience met by the
opportunities in this country

With respect to your employment abroad: (Links)

8. How long have you worked for your present em


ployer? Up to 2 years (1), 2 to 5 years (2), 5 to 10 years

(3), 10 to 15 years (4), 15 to 20 years (5), 20 or more

years (6).

9. Is your employment abroad casual (1), contract (2),


permanent (3)?
Host Country Community Embeddedness
To what extent would these be sacrifices or losses for
you if you repatriated from abroad?
10. The range of social activities and events I have here/

abroad

11. The friends and social ties I have abroad


12. The lifestyle of the country I live in

How much do you agree with these statements with


respect to the country you live in?

13. The community I live in is a good match to me (Fit)

14. The area where I live offers the leisure activities that

I like (Fit)
15. I think of the community where I live as home (Fit)

16. My close friends live nearby (Links)

17. My family roots are in the community I live in


(Links)

With respect to your family life abroad (Links)

18. Do you have children? 0, no children; 1,1 child; 2, 2


children; 3, 3 or more children
19. Are you married or do you have a partner you live
with/cohabit with? 1, no; 2, yes
20. Where was your partner born? 1, Australia; 2, an
other English-speaking country; 3, a non-English
speaking country
21. What is your partner's citizenship? 1, Australian; 2,
dual citizenship (Australian-another country); 3,
only another country's citizenship

Repatriation's Career Instrumentality and Lifestyle


Instrumentality

There are many reasons why you might return home to

live.... What is the likelihood you would expect to gain


each of these outcomes if you repatriated?
22. Career opportunities (Career)
23. Money/income (Career)
24. The lifestyle (Lifestyle)
25. Physical environment and/or weather (Lifestyle)
26. Safety and security (Lifestyle)
27. A better place to bring up children (Lifestyle)
28. Settling down (Lifestyle)
29. Friendships at home (Lifestyle)

Home Country Family Encouragement


What is the extent to which you agree or disagree with

each of these statements?

30. My family in Australia encourages me to return


home to live
31. I get family pressure from Australia to return home to

live

32. My friends in Australia encourage me to return home

to live

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1028 Academy of Management Journal October

National Identity
each of these statements?

45. Your job, employment, career abroad


46. The culture of the country you live in
47. Your family life abroad

33. In general, I'm glad to be an Australian

Intention to Repatriate

What is the extent to which you agree or disagree with

34. I don't feel good about being an Australian (reversed)

What is the extent to which you agree or disagree with

35. I have a lot in common with other Australians

each of these statements?

36. Generally, I feel good when I think about myself as

an Australian

48. I intend to repatriate to Australia to live permanently

37. I often think about the fact that I am an Australian

49. I intend to remain abroad permanently (reversed)


50. I plan to return to Australia within the next two

38. I feel strong ties to other Australians

years

39. In general, being an Australian is an important part


of my self-image
40. The fact that I am an Australian rarely enters my

Home Country Job Search

head (reversed)

With respect to repatriating back to Australia from


abroad to live, how often have you undertaken (or had
you undertaken) these activities in the last year?

41. I don't feel a sense of being connected to other Aus


tralians (reversed)

Shocks

51. Searched for information (e.g., advertisements) on


jobs back in Australia
52. Prepared or revised your CV or resume for a job in

There may have been particular events or factors


that have caused you to think about repatriating home

Australia

to live. Please answer no or yes to each of these


statements:

53. Talked with friends or relatives about possible job


leads back in Australia

42. There has been a particularly identifiable event that

54. Contacted a prospective or past employer or other


business acquaintance about work
55. Listed yourself with job agencies or other means to
get a job back in Australia

started me thinking about repatriating

43. There have been multiple events that have contrib


uted to me thinking about repatriating

56. Visited Australia to consider or to prepare for


repatriation

Host Country Satisfaction


The following statements concern how satisfied you
are living in the country you reside in abroad. Please

57. Applied for jobs back in Australia


58. Actively approached and negotiated with a prior em
ployer for a job in Australia
59. Had an interview for a job back in Australia

indicate the extent of your satisfaction or dissatisfaction

with respect to:


44. Living in the country in general

60. Got a job offer back in Australia/got a job.

Phyllis Tharenou (phyllis.tharenou@flinders.edu.au) is


the executive dean, Faculty of Social and Behavioral
Sciences, at Flinders University, Australia. She received

Natasha Caulf?eld (natasha.caulfield@unisa.edu.au) is a


program executive officer in the International Graduate
School of Business at the University of South Australia.
She received her Ph.D. in human resource management
from the University of South Australia. Her research

her Ph.D. in organizational psychology from the Psychol

ogy Department at the University of Queensland. Her


research interests include international careers, repatria

interests include the repatriation of self-initiated expatri


ates, job stress, and retention of university students.

tion, career advancement, women in management, gen


der and careers, and training and development.

-fi

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