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Human
Resource
Planning
and Job
Analysis
CHAPTER 3
Learning Objectives
 Understand the importance of human resource
planning (HRP) to the organization.
 Understand the process of doing HRP and the
various tools required for the same.
 Explain the purpose and use of job analysis.
 Understand the various methods of collecting
information on job analysis.
 Write job descriptions and job specifications.
I expect to spend the rest of my life in the
future, so I want to be reasonably sure of
what kind of future it is going to be.
Charles Kettering
‘I didn’t realize at the time (1970)’, Reginald Jones, GE‘s former
chairman indicated, “but we were a company with 30,000
electromechanical engineers becoming a company that
needed electronics engineers. We did not plan for this change
in 1970, and it caused us big problems by the mid -1970.” GE
had been doing business planning for a long time but started
taking a view a long term view on HR after facing this crisis.
Source : Adapted D Quinn Mills , Planning with People in Mind , HBR , July – August 1985.
Defining Human Resource Planning
 Human resource planning determines the human
resource requirement by the organization to achieve
its strategic goal.
 It is the process by which the organization ensures that
it has the right number and right kinds of people, at
the right places, at the right time, capable of effectively
completing those tasks that will help the organization
achieve its objectives.
Where has Human
Resource Planning gone
wrong here?
Need For HR Planning
 Helps organizations plan for the future – as to
eliminate surprises
 Makes organizations flexible and entrepreneurial
 Improves profitability
 If not done, there could be two fallouts:
 Understaffing->Lose business and customers
 Overstaffing-> Wasteful and expensive
Which Stage of HRP is the
Organization in?
Stage Characteristics Activities
Traditional
Stage 1
No long-term business plan. Could be family-run businesses.
Employee engagement is interpreted as hosting parties and
organizing picnics.
Stage 2
Organizations tend to be skeptical of HRP, though some of them
have short-term headcount forecasting. They believe that HRP is
important and think that there is need to do more.
Moderate Stage 3 Long-term headcount forecasting that are for at least five years. This
activity is however not integrated with the long-term business plan.
Advanced
Stage 4
HRP is a part of the business planning process, and the senior
managers are enthusiastic about it. Skills inventories and succession
planning are a part of long-term business plan.
Stage 5
Long-term detailed plans in place. They use advanced methods of
planning. All HR processes like succession planning, career planning,
high potential development and retention are tied in with the HRP
process.
HR Planning Process
Series of Activities:
 Forecasting manpower requirements
 Making an inventory of existing resources
 Anticipating manpower problems
 Planning other HR functions
Various steps for effective HR Planning
 Step 1: Environment scan
 Step 2: Forecasting demand of manpower: how much is required
 Step 3: Forecasting supply of manpower: How much is available
 Step 4: RAG (Required, Available and Gap) analysis
 Step 5: Plan of action
 Step 6: Control and assessment
Critical Success Factors For
HRP
 It must be seen within the strategy making context
 It involves creation of formal and explicit sets of
proposals to achieve long term performance.
 Proposals should contribute to the long term
corporate success
 Flexibility is necessary
 It must be process-driven from the very beginning
– there should be room for experimentation and
scope for improvement too
Role of HR in HR Planning
Best practices for Human Resource Planning Practitioners
1. Collect, maintain and interpret relevant information
2. Regularly report manpower objectives, requirements and
update on employees
3. Develop procedures and techniques as to determine needs
4. Develop measures of human resource utilization
5. Employ techniques leading to work allocation
6. Research to determine factors hampering view
7. Develop and employ methods of economic assessment
8. Evaluate procurement, promotions and retention of HR
9. Analyze and control processes as to improve quality without
incurring high costs
Demand Forecasting
Quantitative Methods
 Ratios
 Benchmarking/Thum
b Rule
 Scatter Plot
 Trend Analysis
 Computerized
Forecasts
 Simulation
Judgemental Methods
• Managerial Forecast
– Bottom-up
Approach
– Top-down
Approach
• Delphi Technique
• Work Study
Technique
• Zero-based
Forecasting
Supply Forecasting
Methods Used
 Markov Analysis
 Replacement Charts
 Skill Inventors
 Staffing Tables
 Wastage Analysis
 Succession Planning
Markov Analysis
It is an attempt to project into the future what the current
workforce would look like if the current mobility flow
continues with no changes.
Skill Inventories
Obtained as a
report from
the HRIS, it is a
compilation of
the skills,
education and
experiences of
current
employees.
Skills Inventory Template
Proficiency level Beginner Experienced Expert
Skills
Verbal skills:
Platform
presentation/Training
Public speaking
Written skills:
Articles/News briefs
Surveys
Editing
Publishing
Peer reviews
Policies/Procedures
Forms/Checklists
E-learning
Research studies
Data analysis
Skill 3
Skill 4
Skill5
Succession Planning
It is identification of critical key positions of the organization,
and then developing internal people with potential to fill
these positions.
Sr. Vice President Sales
A. K. Tiwari A/2
Regional Manager
Deven Patel A/1
Bhavya Jha B/1
Regional Manager
Veena Raha B/2
Regional Manager
Raghav Kumar A/2
Bharat Rai B/1
Marketing Manager
A. B. Ghorpade B/1
Aastha Mathur B/3
KEY
Names provided are
replacement candidates
A. Promotable now
B. Needing development
C. Not fitted for position
1. Superior performance
2. Above-average
performance
3. Acceptable
performance
4. Poor performance
Supply and Demand Forecast
Source : Adapted R Wayne Mondy , Human Resource Management , 10th edition , Pearson
Using Scenario
Planning for
Forecasting
SCENARIO PLANNING REQUIRES THE ARTICULATION GETTING READY FOR MULTIPLE
SCENARIOS WHICH MAY OCCUR IN THE FUTURE. IT OFFERS DIFFERENT STORIES OF
HOW THE FUTURE MIGHT LOOK AND HELPS TO PREPARE FOR DISCONTINUATION
AND SUDDEN CHANGE. THROUGH THIS, EVEN THE FUTURE CHALLENGES CAN BE
IMAGINED AND DISCUSSED.
Steps for Scenario Planning
 Step 1: Define - scope of planning and time
frame.
 Step 2: Identify - certainties of the situation.
 Step 3: Identify - critical uncertainties in
environment.
 Step 4: Identify - the most important.
 Step 5: Articulate - extremities of the variable.
 Step 6: Develop - matrix of the variables to
develop different scenarios
 Step 7: Analyze - every scenario and articulate a
Advantages of Scenario Planning
 Managers contemplate on a diverse set of situations and
question the obvious.
 After experiencing the scenario planning exercise,
managers will be able to recognize a scenario in the early
stages and could respond to it.
 Managers are better able to appreciate diverse points of
view after the discussion for envisioning different.
Job Analysis
JOB ANALYSIS IS A SYSTEMATIC PROCESS OF
DETERMINING THE KNOWLEDGE, SKILLS AND
ABILITIES REQUIRED FOR PERFORMING JOBS IN AN
ORGANIZATION.
Steps in Job Analysis
Planning the job analysis
Preparing and introducing job analysis
Conducting the job analysis
Developing job description and job specification
Maintaining and updating job descriptions and job
specifications
Planning The Job Analysis
1. Identify the objectives of the job analysis
2. Obtain top management support
Preparing and Introducing
Job Analysis
1. Identifying jobs and methodologies
2. Reviewing existing job documentation
3. Communication process to managers/employees
Conducting The Job Analysis
1. Gather the job analysis data
2. Review and compile data
Developing Job Descriptions
and Job Specifications
1. Draft job descriptions
2. Review draft with managers and employees
3. Finalize job descriptions and recommendations
Maintaining and Updating, Job
Descriptions and Specifications
 System must be laid down so that when revisiting, it is
convenient
 Include these documents as part of day to day HR
activities
Methods of Job Analysis
Two ways to classify methods of conducting job analyses:
1. Classification based on property
 Quantitative
 Qualitative
2. Classification based on orientation
 Job-oriented
 Worker-oriented
Qualitative Methods
 Observation
 Work Sampling
 Employee Diary/Log
 Critical Incident Technique
 Interviewing
 Structured
 Unstructured
Observation
Requires the job analyst to observe the individual
performing the job and take notes.
 Work Sampling allows the job analyst to determine the
content and pace of a workday through a statistical
sampling of certain actions.
 Employee Diary/Log requires employees to do self-
observation by keeping a log or a diary of all job duties
 Critical Incident Technique (CIT) is an interview technique
used to investigate actual incidences of on-the-job
behaviour.
Interviewing
This method is used to collect information
from the job holder or the manager
 Structured – analyst asks questions which
appear free-flowing
 Unstructured – analyst follows a definite
sequence and format
Quantitative Methods
 Questionnaires
 Position Analysis Questionnaire
 Management Position Description Questionnaire
 Work Profiling System
 MOSAIC
 Fleishman Job Analysis Survey
 Functional Job Analysis Scales
 O*Net Content Model
Questionnaires
A questionnaire is a survey instrument which is
developed and given to employees and managers to
complete.
 Position Analysis Questionnaire can be applied to the behaviour and
activities of all workers/employees.
 Management Position Description Questionnaire is a standardized
questionnaire designed to analyze managerial and executive jobs.
 Work Profiling System has a questionnaire which measures ability and
personality attributes in areas such as hearing, smell, verbal skills,
complex management skills, personality, team role etc.
 MOSAIC (Multipurpose Occupational Systems Analysis Inventory
Close-ended) rates effective job performance and competencies in
terms of importance and required proficiency
 Fleishman Job Analysis Survey uses level of ability rating scales that
specify level of functioning requirements for jobs.
 Functional Job Analysis Scales uses things, data, people, worker
instructions, reasoning, math and language to describe what workers
do in jobs
 O*Net Content Model defines jobs by, the occupational code number
and title, designation, alternate titles, lead statement, task element
statement and ‘May’ items of the definition, undefined related titles
and definition trailer
Worker-Oriented Descriptors
 Worker characteristics
 Worker requirement
 Experience requirement
Job-Oriented Descriptors
 Workforce characteristics
 Occupational requirements
 Occupation specific information
Choice of Method for Job
Analysis
Issues that that need to be considered:
1. Past record
2. Availability
3. Occupational versatility
4. Standardization
5. User acceptability
6. Training requirement
7. Sample size
8. Reliability
9. Cost
10. Quality of outcome
11. Time to completion
Job Description and
Specification
 A job description is a clear concise
depiction of a job’s duties and
responsibilities. It consists of the following
sections:
 Identification
 Purpose
 Organization
 Principal accountabilities
 Job specification
 Dimensions
Application of Job Analysis
• Organization Design
• HRP
• Job Design
• Career Planning
Planning
• Recruitment
• Selection
• Socialization
• Developing Processes
• Learning and Development
Operations
• Performance standard
• Legal requirement
• Employee Relations
Control
Application of Job Analysis
Definition of some important
terms
 Job classification
 Job Evaluation
 Job Enlargement
 Job Enrichment
 Job Involvement
 Job Rotation
 Job Shadowing

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Session 3_JD and HRP.pptx

  • 2. Learning Objectives  Understand the importance of human resource planning (HRP) to the organization.  Understand the process of doing HRP and the various tools required for the same.  Explain the purpose and use of job analysis.  Understand the various methods of collecting information on job analysis.  Write job descriptions and job specifications.
  • 3. I expect to spend the rest of my life in the future, so I want to be reasonably sure of what kind of future it is going to be. Charles Kettering
  • 4. ‘I didn’t realize at the time (1970)’, Reginald Jones, GE‘s former chairman indicated, “but we were a company with 30,000 electromechanical engineers becoming a company that needed electronics engineers. We did not plan for this change in 1970, and it caused us big problems by the mid -1970.” GE had been doing business planning for a long time but started taking a view a long term view on HR after facing this crisis. Source : Adapted D Quinn Mills , Planning with People in Mind , HBR , July – August 1985.
  • 5. Defining Human Resource Planning  Human resource planning determines the human resource requirement by the organization to achieve its strategic goal.  It is the process by which the organization ensures that it has the right number and right kinds of people, at the right places, at the right time, capable of effectively completing those tasks that will help the organization achieve its objectives.
  • 6. Where has Human Resource Planning gone wrong here?
  • 7. Need For HR Planning  Helps organizations plan for the future – as to eliminate surprises  Makes organizations flexible and entrepreneurial  Improves profitability  If not done, there could be two fallouts:  Understaffing->Lose business and customers  Overstaffing-> Wasteful and expensive
  • 8. Which Stage of HRP is the Organization in? Stage Characteristics Activities Traditional Stage 1 No long-term business plan. Could be family-run businesses. Employee engagement is interpreted as hosting parties and organizing picnics. Stage 2 Organizations tend to be skeptical of HRP, though some of them have short-term headcount forecasting. They believe that HRP is important and think that there is need to do more. Moderate Stage 3 Long-term headcount forecasting that are for at least five years. This activity is however not integrated with the long-term business plan. Advanced Stage 4 HRP is a part of the business planning process, and the senior managers are enthusiastic about it. Skills inventories and succession planning are a part of long-term business plan. Stage 5 Long-term detailed plans in place. They use advanced methods of planning. All HR processes like succession planning, career planning, high potential development and retention are tied in with the HRP process.
  • 9. HR Planning Process Series of Activities:  Forecasting manpower requirements  Making an inventory of existing resources  Anticipating manpower problems  Planning other HR functions Various steps for effective HR Planning  Step 1: Environment scan  Step 2: Forecasting demand of manpower: how much is required  Step 3: Forecasting supply of manpower: How much is available  Step 4: RAG (Required, Available and Gap) analysis  Step 5: Plan of action  Step 6: Control and assessment
  • 10. Critical Success Factors For HRP  It must be seen within the strategy making context  It involves creation of formal and explicit sets of proposals to achieve long term performance.  Proposals should contribute to the long term corporate success  Flexibility is necessary  It must be process-driven from the very beginning – there should be room for experimentation and scope for improvement too
  • 11. Role of HR in HR Planning Best practices for Human Resource Planning Practitioners 1. Collect, maintain and interpret relevant information 2. Regularly report manpower objectives, requirements and update on employees 3. Develop procedures and techniques as to determine needs 4. Develop measures of human resource utilization 5. Employ techniques leading to work allocation 6. Research to determine factors hampering view 7. Develop and employ methods of economic assessment 8. Evaluate procurement, promotions and retention of HR 9. Analyze and control processes as to improve quality without incurring high costs
  • 12. Demand Forecasting Quantitative Methods  Ratios  Benchmarking/Thum b Rule  Scatter Plot  Trend Analysis  Computerized Forecasts  Simulation Judgemental Methods • Managerial Forecast – Bottom-up Approach – Top-down Approach • Delphi Technique • Work Study Technique • Zero-based Forecasting
  • 13. Supply Forecasting Methods Used  Markov Analysis  Replacement Charts  Skill Inventors  Staffing Tables  Wastage Analysis  Succession Planning
  • 14. Markov Analysis It is an attempt to project into the future what the current workforce would look like if the current mobility flow continues with no changes.
  • 15. Skill Inventories Obtained as a report from the HRIS, it is a compilation of the skills, education and experiences of current employees. Skills Inventory Template Proficiency level Beginner Experienced Expert Skills Verbal skills: Platform presentation/Training Public speaking Written skills: Articles/News briefs Surveys Editing Publishing Peer reviews Policies/Procedures Forms/Checklists E-learning Research studies Data analysis Skill 3 Skill 4 Skill5
  • 16. Succession Planning It is identification of critical key positions of the organization, and then developing internal people with potential to fill these positions. Sr. Vice President Sales A. K. Tiwari A/2 Regional Manager Deven Patel A/1 Bhavya Jha B/1 Regional Manager Veena Raha B/2 Regional Manager Raghav Kumar A/2 Bharat Rai B/1 Marketing Manager A. B. Ghorpade B/1 Aastha Mathur B/3 KEY Names provided are replacement candidates A. Promotable now B. Needing development C. Not fitted for position 1. Superior performance 2. Above-average performance 3. Acceptable performance 4. Poor performance
  • 17. Supply and Demand Forecast Source : Adapted R Wayne Mondy , Human Resource Management , 10th edition , Pearson
  • 18. Using Scenario Planning for Forecasting SCENARIO PLANNING REQUIRES THE ARTICULATION GETTING READY FOR MULTIPLE SCENARIOS WHICH MAY OCCUR IN THE FUTURE. IT OFFERS DIFFERENT STORIES OF HOW THE FUTURE MIGHT LOOK AND HELPS TO PREPARE FOR DISCONTINUATION AND SUDDEN CHANGE. THROUGH THIS, EVEN THE FUTURE CHALLENGES CAN BE IMAGINED AND DISCUSSED.
  • 19. Steps for Scenario Planning  Step 1: Define - scope of planning and time frame.  Step 2: Identify - certainties of the situation.  Step 3: Identify - critical uncertainties in environment.  Step 4: Identify - the most important.  Step 5: Articulate - extremities of the variable.  Step 6: Develop - matrix of the variables to develop different scenarios  Step 7: Analyze - every scenario and articulate a
  • 20. Advantages of Scenario Planning  Managers contemplate on a diverse set of situations and question the obvious.  After experiencing the scenario planning exercise, managers will be able to recognize a scenario in the early stages and could respond to it.  Managers are better able to appreciate diverse points of view after the discussion for envisioning different.
  • 21. Job Analysis JOB ANALYSIS IS A SYSTEMATIC PROCESS OF DETERMINING THE KNOWLEDGE, SKILLS AND ABILITIES REQUIRED FOR PERFORMING JOBS IN AN ORGANIZATION.
  • 22. Steps in Job Analysis Planning the job analysis Preparing and introducing job analysis Conducting the job analysis Developing job description and job specification Maintaining and updating job descriptions and job specifications
  • 23. Planning The Job Analysis 1. Identify the objectives of the job analysis 2. Obtain top management support
  • 24. Preparing and Introducing Job Analysis 1. Identifying jobs and methodologies 2. Reviewing existing job documentation 3. Communication process to managers/employees
  • 25. Conducting The Job Analysis 1. Gather the job analysis data 2. Review and compile data
  • 26. Developing Job Descriptions and Job Specifications 1. Draft job descriptions 2. Review draft with managers and employees 3. Finalize job descriptions and recommendations
  • 27. Maintaining and Updating, Job Descriptions and Specifications  System must be laid down so that when revisiting, it is convenient  Include these documents as part of day to day HR activities
  • 28. Methods of Job Analysis Two ways to classify methods of conducting job analyses: 1. Classification based on property  Quantitative  Qualitative 2. Classification based on orientation  Job-oriented  Worker-oriented
  • 29. Qualitative Methods  Observation  Work Sampling  Employee Diary/Log  Critical Incident Technique  Interviewing  Structured  Unstructured
  • 30. Observation Requires the job analyst to observe the individual performing the job and take notes.  Work Sampling allows the job analyst to determine the content and pace of a workday through a statistical sampling of certain actions.  Employee Diary/Log requires employees to do self- observation by keeping a log or a diary of all job duties  Critical Incident Technique (CIT) is an interview technique used to investigate actual incidences of on-the-job behaviour.
  • 31. Interviewing This method is used to collect information from the job holder or the manager  Structured – analyst asks questions which appear free-flowing  Unstructured – analyst follows a definite sequence and format
  • 32. Quantitative Methods  Questionnaires  Position Analysis Questionnaire  Management Position Description Questionnaire  Work Profiling System  MOSAIC  Fleishman Job Analysis Survey  Functional Job Analysis Scales  O*Net Content Model
  • 33. Questionnaires A questionnaire is a survey instrument which is developed and given to employees and managers to complete.  Position Analysis Questionnaire can be applied to the behaviour and activities of all workers/employees.  Management Position Description Questionnaire is a standardized questionnaire designed to analyze managerial and executive jobs.  Work Profiling System has a questionnaire which measures ability and personality attributes in areas such as hearing, smell, verbal skills, complex management skills, personality, team role etc.
  • 34.  MOSAIC (Multipurpose Occupational Systems Analysis Inventory Close-ended) rates effective job performance and competencies in terms of importance and required proficiency  Fleishman Job Analysis Survey uses level of ability rating scales that specify level of functioning requirements for jobs.  Functional Job Analysis Scales uses things, data, people, worker instructions, reasoning, math and language to describe what workers do in jobs  O*Net Content Model defines jobs by, the occupational code number and title, designation, alternate titles, lead statement, task element statement and ‘May’ items of the definition, undefined related titles and definition trailer
  • 35. Worker-Oriented Descriptors  Worker characteristics  Worker requirement  Experience requirement
  • 36. Job-Oriented Descriptors  Workforce characteristics  Occupational requirements  Occupation specific information
  • 37. Choice of Method for Job Analysis Issues that that need to be considered: 1. Past record 2. Availability 3. Occupational versatility 4. Standardization 5. User acceptability 6. Training requirement 7. Sample size 8. Reliability 9. Cost 10. Quality of outcome 11. Time to completion
  • 38. Job Description and Specification  A job description is a clear concise depiction of a job’s duties and responsibilities. It consists of the following sections:  Identification  Purpose  Organization  Principal accountabilities  Job specification  Dimensions
  • 39. Application of Job Analysis • Organization Design • HRP • Job Design • Career Planning Planning • Recruitment • Selection • Socialization • Developing Processes • Learning and Development Operations • Performance standard • Legal requirement • Employee Relations Control
  • 40. Application of Job Analysis
  • 41. Definition of some important terms  Job classification  Job Evaluation  Job Enlargement  Job Enrichment  Job Involvement  Job Rotation  Job Shadowing

Editor's Notes

  1. Charles Franklin Kettering (August 29, 1876 – November 24 or November 25, 1958) was an American inventor, engineer, businessman, and the holder of 140 patents.[1] He was a founder of Delco, and was head of research for General Motors for 27 years from 1920 to 1947.