flowchart LR
S[1. Objectives /<br/>Strategy] --> D[2. Demand<br/>Forecast]
S --> SP[3. Supply<br/>Forecast]
D --> G[4. Gap<br/>Analysis]
SP --> G
G --> A[5. Action<br/>Plans]
A --> M[6. Monitor /<br/>Feedback]
M -. .-> S
classDef default fill:#003366,color:#ffffff,stroke:#ffcc00,stroke-width:3px,rx:10px,ry:10px;
25 HR Planning, Recruitment, Selection, Induction, Training and Development
25.1 Human Resource Planning
Human Resource Planning (HRP) — also called manpower planning — is the process of forecasting an organisation’s future demand for, and supply of, the right type of people in the right number, at the right place and at the right time (Dessler). Aswathappa adds that HRP is “a strategy for the acquisition, utilisation, improvement and preservation of an enterprise’s human resources”.
| Author | Definition | Foregrounds |
|---|---|---|
| Edwin B. Geisler | “The process of determining and assuring that the organisation will have adequate qualified persons available at proper times.” | Forecast match |
| Coleman | “The process of determining manpower requirements and the means for meeting those requirements.” | Practical |
| K. Aswathappa | “A strategy for the acquisition, utilisation, improvement and preservation of an enterprise’s human resources.” | Strategic |
| Vetter | “The process by which a firm ensures that it has the right number and right kind of people at the right time, capable of effectively and efficiently completing those tasks that will help the organisation achieve its overall objectives.” | The “right” matrix |
25.1.1 Steps in HRP
| # | Step | Activity |
|---|---|---|
| 1 | Analyse organisational objectives and strategy | Translate the business plan into people implications |
| 2 | Forecast human-resource demand | Number and kind of people needed |
| 3 | Forecast human-resource supply | Internal (existing employees) + external (labour market) |
| 4 | Identify the gap (or surplus) | Demand − Supply |
| 5 | Develop and implement action plans | Recruitment, redeployment, training, retention; or VRS / right-sizing |
| 6 | Monitor, control and feedback | Adjust as actuals deviate from forecasts |
25.1.2 Forecasting Techniques
| Family | Techniques |
|---|---|
| Qualitative | Managerial judgement · Delphi · Nominal Group Technique |
| Quantitative — Time-series | Trend extrapolation · Moving averages · Regression |
| Ratio analysis | Work-load to manpower ratios |
| Work-study (industrial engineering) | Time and motion studies |
| Skills inventory & Replacement charts | Internal supply |
| Markov analysis | Probability of movement between roles |
Hard HRP — quantitative, supply-demand matching. Soft HRP — qualitative, integrating people values, culture, behaviours.
25.1.3 Levels of HRP
- National HRP — government plans for the country (NITI Aayog, Skill India).
- Sectoral HRP — industry-wide.
- Organisational HRP — at the firm level.
- Departmental HRP — within an HR function.
25.2 Job Analysis
Job Analysis (JA) is the systematic process of collecting information about a job — what tasks it involves and what qualifications it requires. It is the foundation of every other HR activity.
| Output | What it captures |
|---|---|
| Job Description (JD) | What the job involves — duties, responsibilities, reporting, working conditions |
| Job Specification (JS) | What the job requires — qualifications, skills, experience, abilities |
25.2.1 Methods of Job Analysis
- Observation — direct watching.
- Interview — structured / unstructured.
- Questionnaire — Position Analysis Questionnaire (PAQ — McCormick 1972), Functional Job Analysis.
- Diary / log method — employee records activities.
- Critical incident technique (Flanagan 1954) — log notable incidents.
- Job performance — analyst does the job.
- Conference / Expert panel.
- Competency mapping.
- **O*NET** — US Department of Labor occupational database.
25.3 Recruitment
Recruitment is the process of searching for and attracting prospective candidates to apply for jobs. Selection is what follows recruitment. Yoder: “a process to discover the sources of manpower to meet the requirements of the staffing schedule”.
25.3.1 Sources of Recruitment
| Source family | Methods |
|---|---|
| Internal | Promotions · Transfers · Internal job posting · Employee referrals (sometimes) · Re-hires · Skills inventory |
| External | Advertising · Campus recruitment · Employment exchanges · Walk-ins · Recruiting agencies · Headhunters · Job portals (Naukri, LinkedIn, Indeed) · Trade unions · Social media · Gate hiring · Contractors / Labour brokers |
| Dimension | Internal | External |
|---|---|---|
| Cost | Lower | Higher |
| Speed | Faster | Slower |
| Known quality | High | Lower; risk |
| Morale impact | Positive — career path | Mixed |
| Fresh perspective | Low | High |
| Cultural fit | Already fits | Uncertain |
| Knowledge of organisation | High | Low |
| Suitability for change/innovation | Low | High |
25.3.2 Models / Philosophies of Recruitment
| Philosophy | View | Practice |
|---|---|---|
| Traditional / Numbers-driven | More applicants is better | Mass advertising, broad nets |
| Realistic Job Preview (RJP) | Give both positives and negatives so applicants self-select | John Wanous (1973) |
| Targeted / Strategic | Match recruitment to business strategy | Selective hiring (Pfeffer) |
RJP (Wanous 1973) deliberately exposes candidates to both positive and negative aspects of the job before they join. RJPs reduce turnover, increase commitment, and improve early performance.
25.3.3 Modern Recruitment Trends
- E-recruitment — job portals, company career sites.
- Social-media recruitment — LinkedIn primary, also X / Instagram for design/creative.
- AI-powered screening — ATS that parses CVs.
- Gamified assessments.
- Employee referral programmes — most cost-effective.
- Pre-hire video interviews (HireVue, Spark Hire).
- Diversity-focused recruitment — partnerships with women’s networks, persons-with-disability sources.
- Boomerang hires — re-hiring former employees.
- Gig and freelance platforms — Upwork, Toptal.
- Campus and pre-placement engagement.
25.4 Selection
Selection is the process of choosing the candidate(s) best suited for a job from the recruited pool. It is a negative process (rejecting unsuitable candidates), contrasted with the positive process of recruitment.
| Step | Activity |
|---|---|
| 1 | Preliminary screening — application form, resume scan |
| 2 | Selection tests — ability, aptitude, personality, interest |
| 3 | Selection / employment interview — structured / unstructured / panel |
| 4 | Reference and background check |
| 5 | Medical examination |
| 6 | Final selection and offer |
| 7 | Induction / onboarding |
25.4.1 Types of Selection Tests
| Type | What it measures | Example |
|---|---|---|
| Intelligence / Cognitive ability | General mental ability | WAIS, Wonderlic |
| Aptitude | Capacity to learn | DAT, GMAT, CAT |
| Personality | Trait profile | Big Five, MBTI, 16PF |
| Interest | Vocational preferences | Strong Interest Inventory |
| Achievement / Trade | Knowledge already acquired | Typing test, coding test |
| Projective | Unconscious motivations | TAT, Rorschach |
| Situational Judgement Test (SJT) | Decision-making | Scenarios with multiple options |
| Work-sample / Job-knowledge | Direct demonstration | Code review, presentation |
| Assessment Centre | Bundle of exercises | AT&T 1956 — first AC |
| Polygraph / Drug test | Honesty / substance use | Restricted in many jurisdictions |
25.4.2 Assessment Centres
Developed at AT&T’s Management Progress Study (1956), an assessment centre uses multiple methods (in-tray, group discussion, role play, presentation, psychometric tests) assessed by multiple trained assessors to make selection or development decisions. The most predictive single selection method in meta-analyses.
25.4.3 Validity of Selection Methods — Schmidt & Hunter (1998)
Meta-analytic average validity coefficients (Schmidt-Hunter 1998 & updates):
| Method | Validity (r) |
|---|---|
| Structured interviews | 0.51 |
| Cognitive ability (GMA) test | 0.51 |
| Job knowledge tests | 0.48 |
| Integrity tests | 0.46 |
| Work-sample tests | 0.44 |
| Assessment centres | 0.37 |
| Conscientiousness tests | 0.31 |
| Unstructured interviews | 0.20 |
| Years of experience | 0.18 |
| References | 0.13 |
| Graphology / Astrology | ~ 0.00 |
25.4.4 Selection Interviews
- Structured — standardised questions, scored consistently — most valid.
- Unstructured — free-flowing — least valid.
- Patterned — predetermined topics.
- Panel / Board — multiple interviewers.
- Stress / Pressure — deliberately uncomfortable.
- Behavioural Description Interview (BDI) — STAR method (Situation-Task-Action-Result).
- Situational — hypothetical scenarios.
- Telephone / Video — initial screening.
- Depth interview — covers all aspects in detail.
25.4.5 Selection Errors
- Type I — False Positive — selecting an unfit candidate.
- Type II — False Negative — rejecting a fit candidate.
25.5 Placement and Induction
Placement — assigning the selected candidate to the right job. Induction / Onboarding — socialisation into the organisation (covered in Topic 19 socialisation stages).
- Pre-arrival — anticipations from recruiting.
- Encounter — reality test on joining.
- Metamorphosis — internalised values, competent member.
Good induction reduces early turnover and accelerates time-to-productivity. Best practices: buddy system, structured first-90-day plan, exposure across departments, regular check-ins.
25.6 Training and Development
Training is the process of imparting specific skills, abilities and knowledge to do a job. Development is the broader process of improving the overall capability of the individual for current and future roles.
| Dimension | Training | Development |
|---|---|---|
| Audience | Operatives, technicians, clerks | Managers, executives |
| Focus | Specific skills | Conceptual, decision-making |
| Time horizon | Short-term | Long-term |
| Purpose | Improve current job performance | Prepare for future roles |
| Initiator | Employer-driven | Often self-driven |
| Example | Sales training | MBA executive programme |
25.6.1 The Training Process — Five Stages
| # | Stage | Activity |
|---|---|---|
| 1 | Training Needs Analysis (TNA) | Identify gap between current and required performance |
| 2 | Designing the training | Objectives, content, methods |
| 3 | Developing materials | Manuals, e-learning, exercises |
| 4 | Implementing / Delivering | The training session |
| 5 | Evaluating | Did it work? — Kirkpatrick four levels |
The ADDIE model (Analyse · Design · Develop · Implement · Evaluate) is the industry-standard instructional design framework.
25.6.2 Training Needs Analysis — McGehee & Thayer (1961)
McGehee and Thayer’s three-level TNA:
- Organisational analysis — where in the organisation is training needed?
- Task / Operation analysis — what tasks need new skills?
- Person / Individual analysis — who needs training?
25.6.3 Methods of Training
| On-the-Job (OJT) | Off-the-Job |
|---|---|
| Job instruction training (JIT) | Classroom lecture |
| Coaching / Mentoring | Conference / Seminar |
| Job rotation | Case study |
| Apprenticeship | Role-playing |
| Internship | Behaviour modelling |
| Understudy / Position substitution | Programmed instruction (CBT, e-learning) |
| Committee assignments | Simulation / Vestibule training |
| Shadowing | Outdoor / Adventure training |
| In-basket exercise · Business games | |
| Sensitivity / T-group training (NTL, Bethel 1947) | |
| MOOCs (Coursera, edX) |
25.6.4 Job Instruction Training (JIT) — Four Steps
A US wartime method (1940s): Prepare · Present · Perform · Practice / Follow-up.
25.6.5 Kirkpatrick’s Four Levels of Training Evaluation (1959)
Donald Kirkpatrick’s four levels are the dominant evaluation framework.
| Level | Measures | Example |
|---|---|---|
| 1. Reaction | Trainee’s response — did they like it? | End-of-course feedback form |
| 2. Learning | Knowledge / skill acquired | Pre-post test |
| 3. Behaviour | Transfer to job | Manager observations 3-6 months later |
| 4. Results | Organisational impact | Productivity, sales, quality, ROI |
Jack Phillips later added a fifth level — ROI (Return on Investment).
25.6.6 Other Evaluation Models
- CIPP (Stufflebeam 1971) — Context · Input · Process · Product.
- Hamblin’s five levels (1974) — extends Kirkpatrick.
- Phillips ROI Methodology (1997) — adds Level 5 ROI.
- Brinkerhoff Success Case Method.
25.6.7 Executive Development / Management Development
Specialised training for managers. Methods include:
- Coaching — one-on-one development by senior leader.
- Mentoring — long-term relationship-based development.
- Job rotation — broaden exposure.
- Action learning — Reg Revans 1940s — learn by tackling real problems.
- In-basket exercise — simulated managerial decisions.
- Management games / Business simulations.
- Case study method — Harvard Business School template.
- Sensitivity training (T-groups) — NTL Institute, 1947.
- University executive programmes — IIMs, ISB, Harvard, Wharton.
- Conferences and seminars.
- Outward Bound / Outdoor leadership programmes.
25.6.8 Career Planning — Donald Super’s Stages
Donald Super (1957) identified five career stages:
| Stage | Age | Theme |
|---|---|---|
| Growth | 0–14 | Self-concept developing |
| Exploration | 15–24 | Trying out careers |
| Establishment | 25–44 | Settling in chosen field |
| Maintenance | 45–64 | Holding on to gains |
| Decline | 65+ | Disengagement, retirement |
25.6.9 Learning Theories Relevant to Training
- Reinforcement (Skinner) — reward right responses.
- Practice — distributed > massed; whole > part (for high task organisation).
- Feedback / Knowledge of results — immediate and specific.
- Goal-setting (Locke) — specific, challenging goals.
- Self-efficacy (Bandura) — confidence to perform.
- Transfer of learning — similarity of training to job context aids transfer.
- 70-20-10 model (Lombardo-Eichinger, 1996) — 70 % on-job · 20 % from others · 10 % formal training.
25.7 Indian Training Institutions
- ATI — Administrative Training Institutes (state level).
- LBSNAA — Lal Bahadur Shastri National Academy of Administration, Mussoorie.
- NIBM — National Institute of Bank Management, Pune.
- ASCI — Administrative Staff College of India, Hyderabad (1956).
- IIM-A Faculty Development Centre, IIM-B, IIM-C — public-policy and management training.
- NHRDN — National HRD Network.
- SHRM India — Society for Human Resource Management.
- CIPD India — Chartered Institute of Personnel and Development.
- NIPM — National Institute of Personnel Management (1959, Kolkata).
- National Skill Development Corporation (NSDC, 2009) — implements Skill India Mission.
Skill India Mission (2015) targets training 400 million people in employable skills by 2022 (later extended). The National Skill Development Corporation (NSDC) under the Ministry of Skill Development and Entrepreneurship runs Pradhan Mantri Kaushal Vikas Yojana (PMKVY) — flagship skill-training scheme. National Skills Qualification Framework (NSQF, 2013) — 10-level competency-based framework.
25.8 Practice Questions
Human Resource Planning aims at ensuring:
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"Soft" HRP differs from "Hard" HRP in that it emphasises:
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Job Description and Job Specification differ in that:
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The Position Analysis Questionnaire (PAQ) for job analysis was developed by:
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Recruitment is described as a *positive* process and selection as a *negative* process because:
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The concept of *Realistic Job Preview* (RJP) — telling candidates both the positives *and* negatives of a job — was developed by:
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Selecting an unfit candidate is a:
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The first business assessment centre was set up in 1956 at:
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According to Schmidt-Hunter meta-analyses, which of the following has the *highest* predictive validity for job performance?
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The STAR method in behavioural interviewing stands for:
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The Critical Incident Technique (CIT) for job analysis was developed by:
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McGehee and Thayer's three-level TNA framework includes Organisational, Task and:
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Kirkpatrick's four levels of training evaluation are:
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The ADDIE model of instructional design stands for:
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The 70-20-10 learning model (Lombardo-Eichinger 1996) suggests learning comes from:
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"Action learning" — learning by tackling real organisational problems — was developed in the 1940s by:
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Donald Super's career-stage model has how many stages?
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Which is *not* an on-the-job training method?
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India's National Skill Development Corporation (NSDC) was set up in:
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Match the concept with its author:
| (i) | Critical Incident Technique | (a) | Kirkpatrick |
| (ii) | 4 levels of training evaluation | (b) | McGehee & Thayer |
| (iii) | 3-level TNA | (c) | Reg Revans |
| (iv) | Action Learning | (d) | Flanagan |
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25.8.1 Advanced Format Questions
A: Kirkpatrick's 4 levels evaluate training.
R: Levels are Reaction, Learning, Behaviour, Results.
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A: Job analysis precedes recruitment.
R: JD and JS are outputs of job analysis.
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On-the-job methods: (i) Coaching. (ii) Mentoring. (iii) Job rotation. (iv) Vestibule training.
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Selection tests: (i) Aptitude. (ii) Personality. (iii) Achievement. (iv) Interest.
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25.9 Quick Recall
- HRP = right number + right kind + right time + right place. 6 steps: Objectives → Demand → Supply → Gap → Action → Monitor.
- Hard HRP (quantitative) vs Soft HRP (qualitative).
- Forecasting: Qualitative (judgement, Delphi, NGT) · Time-series · Ratio · Work-study · Skills inventory · Markov.
- Job Analysis → JD (duties) + JS (qualifications). Methods: Observation · Interview · Questionnaire (PAQ — McCormick 1972) · Diary · Critical Incident (Flanagan 1954) · Performance · Conference.
- Recruitment = positive (attract); Selection = negative (reject). Internal vs External sources.
- Realistic Job Preview (Wanous 1973) reduces turnover.
- Selection process — 7 steps: Preliminary screen → Tests → Interview → References → Medical → Offer → Induction.
- Tests: Intelligence · Aptitude · Personality · Interest · Achievement · Projective · SJT · Work-sample · Assessment Centre (AT&T 1956, Douglas Bray).
- Schmidt-Hunter validity ranks: structured interview (~0.51) ≈ GMA (~0.51) > work sample > AC > unstructured interview > experience > references > graphology.
- Interview types: Structured · Unstructured · Patterned · Panel · Stress · BDI (STAR — Situation/Task/Action/Result) · Situational.
- Selection errors: Type I (False Positive — hired unfit) · Type II (False Negative — rejected fit).
- Induction — 3-stage socialisation (Pre-arrival/Encounter/Metamorphosis).
- Training vs Development — short skills vs long capability. ADDIE model (Analyse-Design-Develop-Implement-Evaluate). TNA — McGehee & Thayer 1961 3 levels (Organisational · Task · Person).
- OJT (rotation, coaching, apprenticeship, JIT 4-step) vs Off-JT (lecture, case, role-play, in-basket, simulation, T-group/sensitivity NTL 1947).
- Kirkpatrick 4 levels (1959): Reaction · Learning · Behaviour · Results. Phillips ROI Level 5. CIPP (Stufflebeam 1971).
- 70-20-10 (Lombardo-Eichinger 1996) — 70 % on-job · 20 % others · 10 % formal.
- Action Learning — Reg Revans (1940s) — L = P + Q.
- Super’s 5 career stages: Growth · Exploration · Establishment · Maintenance · Decline.
- India: NIPM (1959 Kolkata) · ASCI (1956 Hyderabad) · LBSNAA Mussoorie · NSDC 2009 · PMKVY · NSQF (2013, 10 levels) · Skill India 2015.