1. Introduction
Forestry contractors have been an important element in Swedish forestry ever since the late 19th century, when horse-owning farmers offered their services to forestry companies during the winter season [
1]. During the last few decades, the forestry contractors’ total work effort has increased steadily, and today, they account for more than half of the total working time spent annually on forestry [
2]. This is because, since the 1990s and continuing today, the forestry companies have outsourced much of the operational forestry work and the proportion of forest work carried out by the private forest owners themselves has decreased. Consequently, the number of active forestry contractors has increased, and contractors oriented towards silvicultural work account for the greatest proportion of that increase [
3]. In Sweden, there are about 24 million hectares of productive forestland to be managed, of which 48% is owned by non-industrial private forest owners, 25% by private companies, 12% by state-owned companies, 8% by the state and the rest by other public and private owners [
4].
Historically, forestry work has been physically demanding, but over time, the increased degree of mechanization, and a greater focus on safety in general, has meant that forestry contractors’ working conditions have become significantly better since the days of horse drivers [
1,
5,
6]. However, from an international perspective, judging by the number of occupational accidents that occur, forestry is still a dangerous industry compared to other business sectors [
7,
8,
9,
10]. According to the Swedish Forest Agency’s [
11] compilation of data, an average of two to three people die each year as a result of forestry work accidents. In the Swedish context, taking into account the size of the industry, this figure is quite high because it represents more than 5% of all fatal work accidents, in all industries, for an industry that employs about 0.6% of workers in Sweden [
12]. In addition, around 100 work accidents serious enough to cause sick leave are reported each year, and 34 of these occur in logging operations, affecting 40 per 1000 gainfully employed [
13]. The major causes of sick leave in logging over the last five years were (a) falling accidents (36% of accidents) and (b) vehicle accidents, collisions, bring struck by vehicles, and injuries resulting from objects, machines, tools or animals (33% of accidents) [
13]. It is noteworthy that the actual number of accidents is likely to be much greater because the statistics only include the notifications of work accidents that employers have made to the Social Insurance Agency. According to Pinzke and Lundqvist [
14], only 7% of all accidents were included in the official occupational injury statistics for Swedish agricultural companies, and they estimated that the true number of accidents on forestry farms was closer to 800 in a single year. The same consideration applies to occupational illnesses, which are occupational injuries that did not occur through sudden accidents, but because of, for example, long-term exposure to psychosocial or physical ergonomic risk factors in the worksite, e.g., repetitive motions, stationary position, vibration, noise, and work stress. Over the last five years, on average, only 14 cases per year of occupational illnesses were reported in forestry, four of which were reported from logging. The causes of the illnesses are reported only for forestry in general, but the pattern aligns with reports from previous studies and the international literature on logging: 40% were due to ergonomic stress injuries, and 32% had physical causes like vibration, noise or weather exposure [
13]. The Swedish Work Environment Authority also reported shortcomings in systematic work environment management (SWEM) among forestry contractors [
15]. It is thus clear that much work remains to be done in the area of occupational safety and health (OSH), first to reduce the number of accidents, but perhaps above all to create a better working environment with good conditions for the employees. Systematically maintaining and improving a good working environment is also a clear legal requirement for all employers [
16].
The Swedish Work Environment Act (SWEA) transposes the EU’s Framework Directive (89/391/EEC); however, requirements regarding, for example, worker participation and internal controls and audits are higher in the SWEA than in the EU’s Directive. SWEM is one of the key processes in the SWEA. Roughly, SWEM is implemented in three stages, according to Frick [
17]: (1) routines and action plans (2) employee engagement and competence and (3) management control and policy. Typically, Swedish companies perform best in the first stage but are lacking in the implementation of preventive actions and the integration of employees. Frick also found that small firms implemented SWEM to a lesser extent than larger firms did [
17].
A sign that the Swedish forest industry sees health and safety as important is that several new requirements for a good working environment have been added to the FSC and PEFC certification standards for forestry in Sweden [
18,
19,
20]. Among other provisions, it has been specified that the employees should have access to staff facilities adjacent to the worksite even during fieldwork. In addition, new requirements for systematic gender-equality work and countering discrimination have been introduced, and it has been made clear that employees must have opportunities for skills development regardless of the form and length of employment [
19].
The establishment of new requirements regarding the work environment, however, can often mean costs for the companies, e.g., for new staff facilities, new equipment or higher training costs. As many forestry contractors have had rather low profitability in the past [
21], the emergence of new costs may be perceived as challenging for those who already feel that they are working under restricted financial conditions. However, investing money in the working environment and staff wellness does not have to have negative consequences for profitability. On the contrary, some studies suggest that it is money well invested. This is because accidents and a high incidence of work-related injuries, for instance, can lead to costly work stoppages, higher insurance premiums, higher staff turnover with accompanying learning and recruitment costs, and higher wage demands to compensate for the risky work [
22,
23,
24,
25,
26]. Given the fact that forest contractors have previously reported difficulties in recruiting skilled employees [
21], a good working environment can also be an important competitive advantage in the search for competent employees. This factor is especially pertinent because dissatisfaction at work and a lack of work management have been shown to be common reasons for leaving the profession [
27] and because potential workers’ perception of the conditions of the profession will affect their interest in it [
28].
One way to strengthen forestry-service contractors’ motivation to invest in their work environment would be to demonstrate that such an investment does not have negative effects on the company’s profitability. Due to the high costs of injuries, there are reasons to believe that a good working environment can be a prerequisite for good profitability [
23,
25,
26]. However, as far as we know, the connections between the Swedish forestry contractors’ OSH management and profitability are currently unexplored. Moreover, both from a policy perspective and as a precondition for effective communication, it is important to identify the areas in which OSH requirements are currently well met and those in which requirements are neglected. Such knowledge can be used to direct effective measures that can lead to increased awareness of risks and, in the long run, reduce the risks connected to forestry work. Therefore, this study aimed to characterize the current practices of Swedish forest contractors in terms of systematic OSH management, identify disparities in the contractors’ characteristics and finances and highlight areas in need of improvement.
2. Materials and Methods
2.1. Sample
The Retriever Business database was used to collect information about companies performing logging or silvicultural services. To identify relevant companies, the Swedish Standard Industrial Classification (SNI) codes 02.200 (logging) and 02.102 (silviculture) were used. The additional criteria were that the selected companies had at least one employee and a turnover between EUR 50,000 and 5 million (a conversion rate of 0.1 euro per Swedish krona has been used throughout this paper). The latter criterion was set to exclude inactive companies and large industrial forest companies that were not relevant to the study. For comparison, an average Swedish logging contractor has a turnover of approximately EUR 600,000 and a silvicultural contractor of approximately EUR 400,000 [
21]. Based on these criteria, contact details and financial statements were collected for approximately 2500 companies.
The population was divided into three strata of equal size based on operating margins: low, medium and high profitability. These three groups thus reflect each company’s performance relative to others in the same industry and not their absolute profitability in the form of a certain profit margin. Operating margin is a good indicator to use for comparisons between companies because it is not affected by the company’s capital structure, i.e., by financial costs and income. Thereafter, the data were sampled by a stratified random selection of 1200 companies (400 per stratum). The purpose of using a stratified sample was to examine the variability in contractors’ profitability while ensuring that contractors could remain anonymous in the survey. Anonymity was of central importance because the survey identifies violations of laws, regulations and guidelines, which could be used against the owner if it came to public knowledge. Moreover, respondents might have been reluctant to share such sensitive information if they were not guaranteed anonymity. Thus, according to national regulations and university policy, no formal ethical review was required before the study was carried out.
2.2. Data Collection
A questionnaire consisting of 27 questions was constructed for data collection (see
Supplementary Materials). The first section mapped contractors’ characteristics with seven questions regarding the contractors’ number of employees, business orientation, annual turnover, geographical location, perception of the company’s financial situation, and view on how OSH management affects the company’s finances. The second section investigated seven OSH areas using categories largely inspired by requirements within the FSC certifications and the Swedish Work Environment Authority’s provisions for SWEM: solitary work, competence development, equipment, guidelines for hazardous work, worksite facilities in the forest, accidents and occupational health, risk assessment, action plans and follow-up [
16,
18]. Most of the questions had categorical response options or used a seven-point Likert scale.
The questionnaire was sent out by post at the beginning of February 2023 and a reminder was sent out two weeks after the first mailing. The questionnaire was addressed to the company, so it is unknown what position in the company the respondent held, but it is likely that either the owner or someone else in the company’s management answered most of the surveys. The respondents were informed about the purpose of the study and were told that their participation was voluntary and that their responses would be anonymous. The respondents could either submit their answers online via Netigate or send the completed questionnaire by post using the enclosed prepaid return envelope. To keep track of which sampling stratum the answers belonged to, three different links were used for the online survey and return envelopes were marked with the letter A, B or C. A total of 267 companies returned the questionnaire, corresponding to a response rate of 22%. Eighteen companies could not be reached due to invalid addresses in the company register, and some companies replied by email or telephone that they did not wish to participate in the survey.
2.3. Data and Analysis
The analyzed data contained information from 242 companies. Twenty-three companies that reported they did not work with forest-related services were excluded before the analysis, as were two that had answered only a few background questions. Of the analyzed companies, 29% belonged to stratum A (low profitability), 39% to stratum B (medium profitability) and 32% to stratum C (high profitability). Companies for which logging services accounted for the majority of their annual turnover were classified as logging contractors (LC); companies for which silvicultural services accounted for the majority of the annual turnover were classified as silvicultural contractors (SC); and the remaining companies were considered mixed-service contractors (MSC). With these criteria, there were 135 LCs, 41 SCs, and 66 MSCs. In terms of company size, the respondents were fairly evenly distributed across turnover categories. Approximately 17% of the companies had a turnover of less than EUR 150,000; 29% had a turnover of EUR 150,000–400,000; 27% had a turnover of EUR 410,000–800,000; and 27% had a turnover of more than EUR 800,000. Moreover, the geographical distribution was relatively even between northern (30%), southern (40%) and central Sweden (30%). Most respondents (93%) employed at least one full-time worker. LCs and MSCs employed mainly full-time workers, while SCs employed seasonal workers to a greater extent than both LCs and MSCs (
Table 1).
The respondents were asked about their opinion on the company’s financial situation; 15% stated that it was quite poor or very poor, while 56% considered it quite good or very good, and 30% responded that it was neither good nor poor.
Differences between groups regarding their OSH management practices were analyzed using multivariate modelling, chi-square tests, analysis of variance (ANOVA) and t-tests. The significance level was set to 0.05. When applicable, correlations between variables were also investigated. Principal component analysis (PCA) was used to assess the general variability in the data and for outlier detection. For differentiation between groups, orthogonal projections to latent structures discriminant analysis (OPLS-DA) was employed. All multivariate modelling was conducted using SIMCA 17 (Umetrics, Umeå, Sweden), and uni- and bivariate analysis were conducted using IBM (Armonk, NY, USA) SPSS Statistics software (version 29). Differences in relation to contractors’ operating margin (i.e., sampling stratum), company size (in terms of turnover), contractor service orientation, geographical location, contractors’ own perception of their finances, and contractors’ perception of how efforts related to work environment affect the company’s finances were investigated. To avoid the problem of having too few responses per group, no comparisons were made between more than three groups for any characteristic. Regarding company size, the result was that companies with a turnover up to EUR 400,000 were classified as small companies, those with EUR 410,000–800,000 medium-sized companies and those with a higher turnover were classified as large companies. For the same reason, response alternatives such as “yes, for all…” and “yes, for most…” were combined when it was applicable.
3. Results
The general trend among forestry contractors’ OSH management practices is that large companies (with regard to turnover) implement more of the mandatory OSH management practices than do small companies. However, the overlap between turnover groups was extensive (
Figure 1a). The main factors distinguishing high-turnover companies from low-turnover companies, as evidenced by studying the loadings (
Figure 1b) were staff access to a safety representative, access to various staff facilities and provision of instructions.
In specific, large companies more often had access to heated staff facilities, warm water, and changes of clothes. They also more often had written guidelines for unaccompanied work and how to perform hazardous work tasks. Moreover, larger contractors more often conducted safety inspections at the worksite and were also more likely to have an up-to-date action plan for how to deal with identified problems. In addition, large companies more often provided the GPS coordinates of the worksite so that workers could be easily located in the event of an accident.
3.1. Unaccompanied Work
The majority of contractors (77%) had written guidelines for how and when employees can work alone. However, almost half of contractors stated that they only had such guidelines to some extent. One respondent did not know whether they had written guidelines for working alone, and 23% stated that they had no written guidelines. No difference in this regard was found between companies of different sizes, with 18.2% and 19.5% of the LCs and SCs, respectively, lacking guidelines.
Approximately one-fifth of the respondent companies never or rarely check that employees who have worked alone have returned home after the working day, but the majority stated that they check up on their employees to a high or very high extent (
Figure 2). SCs reported checking up on their employees when they had been working alone more frequently (avg. 6.2 out of 7, where 7 = always and 1 = never) compared to LCs (avg. 4.9) (
Figure 3b).
3.2. Instructions for Hazardous Work Tasks
Written instructions for hazardous work tasks were not available in 27% of the companies, while 30% had instructions for some tasks, 37% had for most or all tasks and 7% said that they did not perform any hazardous work.
Respondents who provided written instructions were further asked how frequently employees are informed about the instructions, and on a seven-point scale (from never to very often), the average frequency was 4.1. There were about as many companies that informed their staff very often as there were companies that informed them very rarely.
The majority of companies (66%) said that they always provide their employees with the coordinates of the worksite, which can be used in case of emergency.
3.3. Safety Inspections and Action Plans
About half of the companies (48%) had not carried out a safety inspection at each worksite to identify risks at work within the last year, and a similar proportion (47%) had done so at least once within the last year. The rest (5%) did not know whether this had been done. There were geographical differences regarding the occurrence of safety inspections (p < 0.001). In the south, 32% of the companies had done a safety inspection within the last year, while in central Sweden 49% had done one, and in the north, 63% had done one.
Respondents were also asked whether the company had a written action plan for their work environment that had been created or updated during the past year, which was the case for 42% of the companies. In addition, 38% had an action plan that was older than a year. Thus, 21% lacked a written action plan. Furthermore, a significantly greater proportion of LCs had an action plan compared to SCs. Of LCs, 87% had an action plan (either updated or older), while 72% of SCs had one. However, more SCs had updated their action plan, as 54% of them had an updated plan, compared to 47% of LCs.
In 71% of the companies, employees had no elected (by the trade union or the employees at the worksite) safety representative. One respondent did not know whether they had one, and a regional safety representative assisted 4% of the companies. Thus, 25% had an elected safety representative (in one case, two) at the worksite. For companies with at least five employees (which by law must have an appointed safety representative), the proportion was 46%. Compared to SCs, LCs were significantly more likely to have a safety representative, as 37% of them had one, while 24% of SCs had one (
Figure 3b).
3.4. Competence Development and Wellness
In total, 45% of the companies offered employees the opportunity to participate in competence development activities each year, while 25% offered it every second year, 28% offered it more rarely, and 3% said that they never offered this to their employees. Companies in southern Sweden tended to offer these kinds of activities to their employees more often compared to companies in the north (p = 0.067). In southern Sweden, 45% of the companies offered them each year, while in the north and in central Sweden, the rates were 26 and 29%, respectively. Furthermore, in both northern and central Sweden, 39% of the companies offered competence-development activities less frequently than every second year, while in southern Sweden, 21% offered them that rarely.
The majority of the companies reported that they largely satisfied the desires of their staff to participate in courses or similar forms of competence development (
Figure 4). On a seven-point scale, the average reported fulfilment was 5.5.
In 67% of the companies, none of the employees had completed educational training in equality. In addition, 17% of respondents did not know whether anyone had attended such educational training. In 7% of the companies, more than 50% of the employees were trained in equality issues, and in 8% of the companies, a smaller share of them were. A geographical difference was found, where companies in the south stood out by having a significantly lower proportion of employees with equality training (p = 0.015). In 9% of the southern companies, at least some of the employees had equality training, while in companies in central Sweden, 24% had such training, and in the north, 18% had such training.
A majority of the respondents (65%) offered their employees wellness benefits (according to Swedish tax rules, employers can give their employees up to EUR 500 per year tax-free for certain wellness activities, e.g., gym workout, massage, etc.). No significant differences were found between groups regarding wellness benefits, although in the OPLS-DA, the wellness benefits showed a strong factor response (
Figure 3b).
3.5. Personal Protective Equipment
Respondents were asked to what extent they encourage their employees to use personal protective equipment (PPE) when performing hazardous work, and most said that they did this to a very high extent. On a seven-point scale, the average response was 6.6. Likewise, most of the companies stated that they provide PPE individually to each employee, as the average response was 6.6 on this question as well.
Furthermore, most companies perceived that they in general use modern equipment. Here, the average response was 6.2 (out of 7). LCs did not perceive themselves as having more modern equipment than SCs (
Figure 3b).
3.6. Staff Facilities
About a third of the companies always or very often offer their employees access to staff facilities when the staff are working in the forest (e.g., a cabin or trailer with amenities), while approximately half of them never or very rarely do so. There were clear geographical differences, with companies in the north being most likely to offer staff facilities, with a decreasing frequency the farther south the company operates (
Table 2). Finally, LCs and SCs were equally likely to provide staff facilities (
Figure 3b).
As shown in
Figure 5, the amenities that are most frequently available at the worksite are facilities to heat food and a heated space for rest (i.e., lunch and coffee breaks). Access to toilets and the ability to wash in hot water were the two least frequently offered amenities. LCs provided the opportunity to heat the food at the worksite more often than SCs did (
Figure 3b).
3.7. Economy and OSH Management
The respondents thought that work-environment efforts had neutral or only minor positive or negative effects on the company’s finances (
Figure 6).
There was a significant positive correlation between the frequency with which companies informed their employees about the instructions and their perception of how work environment efforts affect the company’s finances (r = 0.21, p = 0.007). A positive correlation was also found between the companies’ fulfilment of employees’ requests for education and their perception of how work-environment efforts affect the company’s finances (r = 0.18, p = 0.009), meaning that those who see positive economic effects were also more inclined to invest in competence development for their employees.
Moreover, there was a significant positive correlation between modernity of equipment and respondents’ perception of how work-environment efforts affect the company’s finances (r = 0.16,
p = 0.018). Nevertheless, as shown in
Table 2, the companies with the highest operating margin (i.e., stratum C) were significantly less likely to offer staff facilities compared to those with medium-high operating margins (stratum B).
Finally, those companies with a perceived poor or very poor financial situation checked up on their employees more seldom than did those who perceived their finances to be good or very good (p = 0.030). The average scores for these two groups were 4.3 and 5.4, respectively. No other work-environment occupational safety and health management practices were correlated with the company’s operating margin.
5. Conclusions
The aim of this study was to characterize Swedish forestry contractors’ systematic OSH management practices and identify variations in relation to their characteristics and finances. The study concludes that the degree of systematic OSH work is strongly linked to the size of the company. Furthermore, the study highlights that local working conditions, e.g., differences in climate, can have a significant impact on which OSH measures the contractors take to create a good working environment for the employees. For most of the investigated areas, the study could not demonstrate clear differences in OSH management practices with respect to the companies’ profitability. However, somewhat more prominent was the contractor’s attitude in regard to the impact of the measures on the company’s finances. Therefore, to gain a deeper understanding of the connection between contractors’ finances and OSH management practices, there is a need for more studies that consider both different types of profitability measures and factors connected to the work environment beyond the formal routines and guidelines. It is also clear that there is still a need to develop and improve OSH management practices among forest contractors, as a majority currently do not meet all the formal requirements that apply today. In order to effectively implement these changes, further research is needed into the reasons why the contractors are not meeting the requirements.
Finally, this study has contributed to an increased understanding of how forestry contractors apply systematic OSH management today, which can be useful both for understanding why the sector is accident-prone and for providing insights into which areas should be prioritized for future information and training efforts within the sector.