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The purpose of this paper is to trace the evolution of paternalism as a long-term component of a management control system (MCS) in a multi-national business enterprise.

The authors used a historical methodology involving the collection and evaluation of both primary and secondary data. Annual reports of Michelin (2009–2021) were also analysed to trace the evolution of the MCS towards corporate social responsibility (CSR).

This research traces the evolution of Michelin's Paternalistic MCS from “Traditional Paternalism” to “Welfare Paternalism”, “Managerial Paternalism” and “Libertarian Paternalism” thereby leading the way to CSR. The findings indicate that the evolution of the MCS revealed “Managerial Paternalism” as a specific type of paternalism and an important component of the “Personnel and Cultural Controls” (Merchant and Van der Stede, 2018, p. 95) at Michelin.

Many multi-national companies began as family-owned and controlled firms (e.g. Ford, Toyota, Fiat, Renault, Tata) and they often employed paternalistic MCSs during their early development (Newby, 1977; Perrot, 1979; Colli, 2003). Such MCSs have been seen as being anachronistic and are often abandoned as the family-owned enterprise grows into a multi-national company (Casson and Cox, 1993; McKinlay et al., 2010). The research challenges this assertion and demonstrates how aspects of a paternalistic MCS can survive in a multi-national business enterprise.

With respect to practical implications, this research shows that paternalism can still be a component of an MCS in a multi-national enterprise.

Using a historical approach, this research addresses a gap in the prior literature regarding the variations and persistence of paternalism in companies. In the case of Michelin, the authors investigate the evolution of its paternalistic MCS from a traditional form to an emphasis on CSR.

Despite its persistence as a form of leadership, paternalism has received limited attention within organizational studies. In order to develop a construct definition of paternalism in a contemporary organizational context for this study, a literature review of paternalism is synthesized with qualitative field data collected in Mexican organizations and U.S. organizations that are owned and operated by Mexican immigrants. This analysis is conducted within a framework of leadership, and it suggests that paternalism combines paternalists’ benevolent acts with their subtle control over subordinates’ flexibility in meeting employment terms. Leaders express benevolence through their supportiveness and by providing for employees’ welfare both within the organization and their personal needs outside of the organization. Furthermore, both paternalistic leaders and subordinates frame their relationships in terms of social exchange, offering new insights into the dynamics within these exchange relationships.

Drawing from social dominance theories and conceptualizations of paternalism, the purpose of this paper is to define and develop a measure of subordinates’ perceptions of supervisor paternalism (SPSP).

The authors assess the validity of the measure using Hinkin’s (1998) scale development steps.

The authors found evidence of the convergent and discriminant validity of the measure of subordinates’ perceptions of supervisor paternalism drawing from three different samples. Participants in the study were also able to differentiate a low from a high paternalism condition using the measure of paternalism. Finally, as expected, the interaction between a supervisor’s benevolence and control was significantly associated with subordinates’ perceptions of supervisor paternalism.

The authors provide evidence for the validity of a measure of subordinates’ perceptions of supervisor paternalism while controlling for various status signals represented by demographic variables. Results may have been influenced by common method variance. However, there is no theoretical reason to expect any such interactions. Additionally, as the authors limited the data collection to the USA, the authors caution against generalizing beyond that context.

The authors provide validity and reliability evidence for a unidimensional measure that is short and easy to administer in future research to further examine the consequences of perceptions of supervisor paternalism.

Defining and measuring subordinates’ perceptions of supervisor paternalism is important to society given the potential adverse consequences of these perceptions. Because paternalistic relationships pervade many supervisor-subordinate interactions, both subordinates and supervisors can become more sensitive to the consequences of such interactions by understanding the conditions under which supervisor paternalism manifests itself.

Conceptually, in this study, the authors build on prior research and define supervisor paternalism from a social dominance perspective. Empirically, the authors contribute a statistically valid and reliable unidimensional measure.

Paternalism in labour relationships is characteristic of Chilean and Latin American firms. Despite its empirical and practical relevance it lacks adequate conceptual elaboration so that it remains an opaque real drive that cannot be managed. This paper seeks to propose some conceptual distinctions to help clarify its meaning.

Using the social systems theory of Niklas Luhmann, paternalism is analysed as semantics which makes three main aspects visible: interests, autonomous decisions and responsibility that are seen as different sources of risk and danger for the workers. Paternalism is allegedly a protective device.

Paternalism is reinforced and reproduced by distrust in the workers' capacities to make decisions on their own and it becomes a justification to keep wages low, hinder delegation and becomes an ideology that justifies gaps between productivity and compensation.

Paternalism is difficult to operationalize in order to make empirical observations, but through qualitative analysis we were able to characterize it with two examples. This will help empirical research to continue on a more appropriate conceptual basis.

HRM practices should consider that paternalism is present as an expectation and that management should know that it can also pervade administration despite its modernized appearance.

Since paternalism pervades expectations in opaque ways, it sets limits to management's capacities to administer human resources in a modern way. Awareness of this fact allows its comprehension and the ability to properly deal with it.

This study focuses on owner-managers’ paternalism and its effects on human resource management (HRM) in micro, small and medium enterprises (MSMEs) during COVID-19 pandemic. It aims to describe and discuss how owner-managers paternalism enhanced the sustainability of exemplary MSMEs.

A qualitative approach employing Heideggerian interpretive phenomenological methodology was used. Data were collected from 30 exemplary MSME restaurants using non-participant observation, document analysis and in-depth interviews with a purposive sample of 75 key informants: 30 owner-managers and 45 of their employees in 10 Thai tourist provinces over three time periods. Verbatim transcripts were coded using template analysis to generate distilled data summaries.

Four HRM themes were identified: (1) staffing, (2) development, (3) performance management and (4) compensation. A proposed model was suggested to understand how owner-managers’ paternalism affects four HRM practices. Owner-managers use their authority, combined with high levels of benevolence and morality, through supportiveness and kindness for employees to meet both their work and personal needs. Specifically, their employees repay them through performance and loyalty. This reciprocal relationship positively impacts employers, employees and MSMEs.

The generalization of the study's outcomes is limited by the sample size and study methodology. The findings propose alternative HRM practices for Thai restaurants, therefore, generalization to all types of MSMEs and all areas of the world is not possible. In future research, it would be useful to consider a mixed-methods approach using large samples of MSMEs across the country or in other countries. Some small HR issues that were noted in this study, such as using the horoscope, astrology and zodiac as hiring tools, could be studied further. Future studies should explore the main thrust and relationship established between owner-managers and employees to drive MSMEs' performance.

The findings may be used as guidelines for creating a deep bond between employers and employees to strengthen MSMEs and foster sustainability.

Important for instilling HRM practices in MSMEs. This paper provides policy implications for governments, relevant public agencies and other developing countries. They need to put forward for consideration of new strategies for migrant policy, in order to solve the shortage of labor in MSMEs. A well-considered policy could increase employee well-being during crises by bringing supportive strategies together.

This study expands knowledge of the effects of paternalism on HRM practices in shaping employer and employee relationships through social exchange theory (SET).

The purpose of this study is to test an adaptation of the servant leadership survey to Turkey for the first time and to explore the relationship between perceptions of servant leadership and paternalistic leadership styles in the Turkish business context to contribute to the complex process of contextual dynamics of leadership.

Data were collected from 305 self‐administered surveys completed by white‐collar mid‐level managers in Istanbul, Turkey. These white collar employees conveyed their perceptions about the leadership styles of their immediate supervisors.

The results revealed that Turkish employees perceived a high correlation between paternalistic and servant leadership styles, demonstrating that leadership practices held by employees are strongly culture‐specific. In particular, all dimensions of servant leadership construct – i.e. altruism, relationship, empowerment and participation – showed a significant positive correlation with the paternalistic leadership construct. Servant leadership attributes as perceived by Turkish employees reflect a higher degree of “people orientation”.

Although this is a cross‐sectional study, its findings have implications for contemporary leadership research and practice, particularly with regard to understanding of leadership in the cultural context.

The study findings may assist human resources practitioners in multinational corporations and in Eastern and Western countries to unravel the confusion and misunderstandings created when different cultures perceive leadership in disparate ways.

This paper is among the first to establish empirically a possible link between servant leadership and paternalistic leadership perception as shown in the understanding of the Turkish employees. Turkish mid‐level managers did not consider servant leadership and paternalistic leadership styles as inconsistent, while the Western populace thinks of them as mutually exclusive. This study is a step in the complex process of theorizing about the contextual dynamics of leadership.

The purpose of this paper is to further fill the void of American slavery within management history and leadership studies by presenting the unique case of Joseph E. Davis's paternalistic leadership.

This case was selected because of Davis's attempt to transplant Robert Owen's utopian practices of social harmony in an industrial, textile‐mill setting to the backdrop of his slavery plantation. The method used is the historical method of analyzing both primary and secondary sources of data about Joseph E. Davis, a Mississippi planter, during the time periods of antebellum and reconstruction.

This analysis indicates that Joseph E. Davis exhibited benevolence, authoritarianism, and, to a degree, moral paternalistic leadership with his slaves. Yet, due to his ideology and the context, he still defended slavery and Southern rights.

Historical knowledge about paternalistic leadership during the antebellum slavery and reconstruction time period will help to end the denial of slavery in management studies, as well as contribute to the understanding of paternalism in many contemporary cultures.

This is the first article to provide primary evidence of paternalistic leadership in management history studies within this erroneously disregarded period.

The purpose of this paper is to investigate to what degree scientific evidence supports contemporary paternalistic alcohol policy practices targeting fully competent adults.

Paternalism may be acceptable if it is effective, fair and protects the safety of the citizen or a third party from the harms caused by the citizen’s autonomic actions. To be justifiable, paternalistic actions should bring about clearly more benefits than harms. Otherwise, autonomy should prevail. The evidence related to alcohol control policies is assessed against these principles.

In peaceful civilized societies, alcohol control policies (high prices, restrictions on supply and marketing) have no or only insignificant effectiveness. Some policies are unfair and may bring about more harms than benefits. There is strong evidence showing that brief interventions aiming to reduce alcohol intake are inefficient. Wide-scale screening for such interventions is likely to waste health service resources. There is sufficient evidence to refute the claim that the previously mentioned policies are effective measures to reduce alcohol-related harms. Heavy alcohol use during pregnancy and driving motor vehicles while intoxicated may bring about harm to others than the user. Behavioural interventions to reduce heavy use in pregnancy have been shown to be inefficient. Light alcohol use may have no harmful effect on the developing embryo, whereas heavy use is likely to cause harm. There is moderate evidence for enforcing legal blood alcohol concentration limits to reduce traffic accidents and fatalities.

This is the first review on the acceptability of paternalism in currently recommended alcohol policies. It shows that in only a few cases, paternalism is effective and compatible with freedom and fairness.

Psychological ownership (PO) theory and extended self theory explain why someone feels like the owner of his/her job or organization. Yet, there is limited prior research examining whether PO differs as an individual versus collective phenomenon, and in different cultural contexts. The authors extend this literature by examining the dimensionality of PO, multiple outcomes and cultural values as boundary conditions.

Data from surveys of 331 supervisors from Mexico and the US were collected to examine the relationships between the theorized constructs. The authors apply two-stage least squares (2SLS) regression analysis to alleviate endogeneity concerns and produce robust results.

Both individual and collective PO (IPO and CPO) are positively associated with organization-based self-esteem (OBSE) and a new outcome, paternalistic leadership behavior. Cultural values are significant moderators with an individualistic orientation enhancing and a power distance orientation attenuating these relationships.

This study extends PO theory and extended self theory by investigating whether IPO and CPO have different outcomes considering contextual differences in cultural values. Additionally, the authors capture the frequency of paternalism instead of its mere occurrence.

The purpose of this paper is to study the effect of paternalistic leadership of the boss on the trust of the subordinate.

The present study adopted survey method to test the hypotheses. Paternalistic leadership style was measured by a 24-item scale developed by Cheng et al. (2004). Trust was measured by a four-item scale by Schoorman and Ballinger (2006). Data were collected from a sample of 253 respondents.

The results show that in India, paternalistic leadership style leads to subordinate trust. The result further found that though benevolent and moral leadership leads to trust, authoritarian leadership does not lead to formation of trust.

The study has important implications in areas like managing leader–member relations, leadership training and team efficacy.

Leadership researchers in Indian context have largely adopted etic approach which attempts to generalize Western leadership theory to Indian context. However, uncritical adaptation of techniques developed in Western context may not be effective in the Indian cultural environment. The concept of paternalistic leadership was developed in Chinese context, but as India scores high on paternalism, the present study uses the paternalistic leadership style to study its effect on subordinate’s trust on leader.