Human Resources Guidebook
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1 Human Resources Guidebook 2 nd Edition Steven M. Bragg
2 Chapter 1 Introduction to Human Resources... 1 Learning Objectives... 1 Introduction... 1 Topic Overview... 1 Human Resources Job Description... 2 The Feedback Role... 3 The Predictive Role... 4 The Human Capital Reallocation Role... 4 The External Role of Human Resources... 4 Human Resources Organizational Positioning... 5 Human Resources Shared Services... 5 Employee Leasing... 6 Chapter Summary... 6 Review Questions... 7 Review Answers... 8 Chapter 2 Human Resources Strategy... 9 Learning Objectives... 9 Introduction... 9 Match to Corporate Strategy... 9 Match to Corporate Culture Job Rotation Strategy Contract Workers Incentives Linkage to Strategy Top Talent Management Organizational Structure Hierarchical Organizational Structure Decentralized Organizational Structure Divisional Organizational Structure Organization Branding Chapter Summary Review Questions Review Answers Chapter 3 Job Analysis Learning Objectives Introduction The Need for Job Descriptions Job Analysis Job Titles Success Attributes Job Sculpting The Employer-Employee Alliance Job Analysis Frequency Chapter Summary Review Questions Review Answers Chapter 4 Workforce Planning Learning Objectives Introduction Overview of Workforce Planning Attrition Planning Skill Matching... 29
3 The Overtime Conundrum Recruiting Time The Ramp-Up Interval The Relocation Option Outsourcing Technology Innovations Projects versus Full-Time Employment Organizational Structure Training Considerations Downturn Considerations Acquisition Considerations Divestiture Considerations Workforce Planning Effectiveness Chapter Summary Review Questions Review Answers Chapter 5 Recruitment Learning Objectives Introduction Recruitment Alternatives Job Specifications Recruitment Timing Recruitment Principles Recruitment Marketing Broadcasting Refining the Broadcasting Concept Broadcasting for Bulk Hiring Blind Ads Newspaper/Magazine Ads The Search Firm Internal Hiring External Hiring The Part-Time Staffing Option The Internship Option College Recruiting The Return-to-Work Option Poaching The Ex-Offender Option Communications with Applicants The Recruitment Database Recruitment Management The Recruitment Feedback Loop Chapter Summary Review Questions Review Answers Chapter 6 Applicant Evaluation and Selection Learning Objectives Introduction The Job Application Résumé Analysis Telephone Screening Interview Preparation Conducting the Interview Executive Interviews Tryouts ii
4 Applicant Testing Criteria Analysis Reference Checks Additional Searches Applicant Evaluation The Job Offer Speed Verbal Offer Offer Deadline Negotiations Offer Letter The Employment Contract The Rejection Letter The Feedback Loop Chapter Summary Review Questions Review Answers Chapter 7 Employee Assimilation Learning Objectives Introduction Prior to First Day First Day General Employee Orientation Departmental Employee Orientation Employee Manual Manager Involvement Periodic Reviews Chapter Summary Review Questions Review Answers Chapter 8 The Work Environment Learning Objectives Introduction Flexible Work Hours The Compressed Workweek Shift Trading Job Sharing Working from Home Snowbird Seasonal Employment Permanent Part-Time Work Alternative Location Arrangements The Workspace Rule Minimization Management Training Employee Recognition Feedback Loop Chapter Summary Review Questions Review Answers Chapter 9 Career Development Learning Objectives Introduction The Need for Career Development The Development Plan iii
5 Alternative Career Paths Mentoring Reverse Mentoring Job Shadowing The Leadership Track Job Rotation Coaching Chapter Summary Review Questions Review Answers Chapter 10 Employee Training Learning Objectives Introduction The Need for Training Types of Training Fine-Tuning Training Employee Turnover and the Training Investment Measuring the Results of Training The Administrative Side of Training Chapter Summary Review Questions Review Answers Chapter 11 Succession Planning Learning Objectives Introduction The Succession Planning Concept The Pooling Concept The Well-Rounded Candidate The Insertion of Outsiders Employee Departures Chapter Summary Review Questions Review Answers Chapter 12 Performance Evaluation Learning Objectives Introduction The Performance Evaluation Process The Traditional Annual Review Improvement of the Annual Review Immediate Feedback Continual Goal Setting Improve Performance Goals Common Review Period Time Allowance Separate the Compensation Discussion Balanced Appraisal Two-Way Conversation Initial Focus on Positive Aspects Emphasis on Results Discussion of Failures Prepare Improvements List End on Positive Note Dealing with Hostility Consistent Template Usage iv
6 Use Separate Documentation of Poor Performance Performance Appraisal Methods Rating Scales Essay Reviews Self-Appraisal Behavioral Expectations Paired Comparisons Critical Incidents Analysis Degree Reviews Management by Objectives General Appraisal Issues The Nature of Performance Criteria Performance Improvement Plans Chapter Summary Review Questions Review Answers Chapter 13 Termination of Employment Learning Objectives Introduction Firing Employees Guarding Against Lawsuits The Downsizing Process Outplacement Firms The Voluntary Termination Retirement Options The Exit Interview Chapter Summary Review Questions Review Answers Chapter 14 Employee Compensation Learning Objectives Introduction Compensation from the Human Resources Perspective The Difference between Salaries and Wages The Workweek Compensation Development Setting Compensation Levels Setting Pay Ranges Salary Compression Unstructured Compensation Broadbanding Individual Compensation Considerations Expatriate Compensation The Outcome of Minimal Compensation The Cash or Stock Option Alternative Commission Plans Commissions Based on Cash Receipts Final Commission Calculations Hourly Rate Plan The Minimum Wage Piece Rate Pay Overtime Pay Compensation for Travel Time Salaries Paid for Partial Periods Bonus Plans v
7 Golden Parachute Payments Chapter Summary Review Questions Review Answers Chapter 15 Employee Benefits Learning Objectives Introduction Adoption Assistance Athletic Facilities Cell Phones Provided by Employer Childcare De Minimis Benefits Disability Insurance Educational Assistance Employee Assistance Programs Employee Discounts Flexible Spending Accounts Health Savings Account Life Insurance Loans to Employees Lodging on Business Premises Meals Medical Insurance Medical Insurance COBRA Medicare Moving Expense Reimbursement No-Additional-Cost Services On-Site Services Pension Plans Defined Contribution Plan Defined Benefit Plan Personal Retirement Account Paid Time Off Retirement Planning Services Sabbaticals Sick Leave Social Security Stock Options Incentive and Nonqualified Stock Options Phantom Stock Stock Purchase Plans Transportation Benefits Tuition Reduction Unemployment Compensation Vacation Benefits The Amount of Vacation Time Use it or Lose it Provision Earned Vacation Time Reporting Wellness Programs Workers Compensation Insurance Working Condition Benefits Vehicles Education Outplacement Services Other Benefits Benefit Authorization Form vi
8 Taxability of Benefits Benefits Plan Administration Communication of the Benefits Plan Chapter Summary Review Questions Review Answers Chapter 16 Cost Reduction Concepts Learning Objectives Introduction Proactive Hiring Solutions Temporary Cost Reductions Permanent Cost Reductions Productivity-Based Solutions Benefit Cost Sharing Benefit Reductions Benefit Limitations Benefit Swaps Benefit Aggregation Concepts Benefit Terminations Workers Compensation Issues Corporate Wellness Programs Eligibility Audits Employee Existence Audits Benefit Cost Administration Other Cost Management Concepts Total Labor Cost Analysis Timing of Compensation and Benefit Changes Chapter Summary Review Questions Review Answers Chapter 17 Human Resources Budgeting Learning Objectives Introduction The Compensation Budget The Treatment of Hourly Pay and Overtime The Benefits Budget The Headcount Budget The Link between Budgets and Bonus Compensation The Direct Labor Budget (Traditional Method) The Direct Labor Budget (Crewing Method) The Direct Labor Budget for Manufacturing Cells The Cost of Direct Labor Anomalies in the Direct Labor Budget Compensation without a Budget Chapter Summary Review Questions Review Answers Chapter 18 Labor Unions Learning Objectives Introduction The Labor Union Concept Collective Bargaining The Two-Tier Wage System Unfair Labor Practices vii
9 Grievances Strikes Strategy and Tactics: Union Perspective Strategy and Tactics: Company Perspective Industrial Relations Chapter Summary Review Questions Review Answers Chapter 19 Discrimination Issues Learning Objectives Introduction The Protected Class Concept Categories of Employment Discrimination Bona Fide Occupational Qualifications Equal Employment Opportunity Equal Employment Opportunity Commission The Employer Information Report EEO Retaliation Affirmative Action Interviewing Issues Applicant Testing Medical Examinations Genetic Tests Polygraph Tests Credit Checks Sexual Harassment Expansion of the National Origin Protected Class The English-Only Rule Ex-Offender Hiring The Flextime Part Time Conundrum Termination Decisions Chapter Summary Review Questions Review Answers Chapter 20 Laws Impacting Human Resources Learning Objectives Introduction Anti-Discrimination Laws Age Discrimination in Employment Act (1967) Americans with Disabilities Act (1990) Civil Rights Act (1964) Equal Pay Act (1963) Genetic Information Nondiscrimination Act (2008) Lilly Ledbetter Fair Pay Act (2009) Older Workers Benefit Protection Act (1990) Pregnancy Discrimination Act (1978) Uniformed Services Employment & Reemployment Rights Act (1994) Consolidated Omnibus Budget Reconciliation Act (1986) Employee Retirement Income Security Act (1974) Fair Labor Standards Act (1938) Family and Medical Leave Act (1993) Federal Unemployment Tax Act (1939) Immigration Reform and Control Act (1986) Rehabilitation Act (1973) USA Patriot Act (2001) viii
10 Worker Adjustment and Retraining Notification Act (1988) Chapter Summary Review Questions Review Answers Chapter 21 Human Resources Metrics Learning Objectives Introduction Overview of Human Resources Measurements Position Fulfillment Speed Unfilled Requisitions Ratio Recruiter Effectiveness Ratio Yield Rate Selection Ratio Intern Conversion Ratio Cost per Hire Employee Replacement Cost Accession Rate Employee Turnover Absenteeism and Sick Leave Usage Annualized Compensation per Employee Net Benefits Cost per Employee Sales per Person Profit per Person Administrative Staff Ratio Ergonomic Injury Rate Outsourcing Cost Effectiveness General Management Measurements Chapter Summary Review Questions Review Answers Chapter 22 Records Management Learning Objectives Introduction Human Resources Records Records for Warnings Records for Contingent Workers Record Security Records Destruction Chapter Summary Review Questions Review Answers Glossary Index ix
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