HSA 6342: Healthcare Human Resource Management Department of Health Management & Informatics College of Health & Public Affairs, University of Central Florida COURSE SYLLABUS Instructor: Myron Fottler Credit Hours 3 Credit Hours Office: HPA II, 209 Office Hours: Mon. 1:00-5PM, or APPT Phone: Term: Fall 2013 E-Mail: 407-823-5531 Myron.Fottler@ucf.edu Class Meeting Days: Monday Student Asst: Alicia Beardsley Class Meeting Hours: 6:00 PM - 8:50 PM E-Mail UCFLicia@knights.ucf.edu Class Location: CL1 0107 This class meets face to face on the following Dates August 19 August 26 September 9 I. September 23 October 7 October 21 November 4 November 18 November 25 December 2 Welcome! Health-care organizations are labor-intensive. To attract, motivate, and retain their employees and achieve the goals of the organization, a sophisticated human-resource system is required. Development of this system is not totally under the control of the administration because of the myriad of government legislation, regulation and court decisions which influence it. In addition, it is important to understand that managing people is more than the function of the personnel office. It is a total managerial approach to managing employees at every level. Finally, wellmanaged health service organizations also integrate their strategic management with human- resource management. This course is designed to expose students to the major issues, laws, managerial processes, procedures, and psychological factors which should be considered when developing a management system for health-care organizations in the 21st century. The goal is to build managerial skills as well as knowledge. Much of the material is generic since traditional industry differences have become less important in recent years as health care has become more “business like”. Nevertheless, one of the texts, the additional reading, several of the cases, the consultation project, and most of the class discussion will focus on health-care applications. Please note that this course does not cover strategic-management problems or issues which are covered in HSA 6108. II. Course Objectives Upon completion of this course, students will be able to: COURSE OBJECTIVE Understand human resource problems and apply their skills in human resource problem diagnosis, critical thinking, and problem solving. Develop creative and effective solutions to various human resource challenges they face as health care administrators and executives PROGRAM COMPETENCY II.C.1 Familiarity with and ability to apply human resource laws and regulations II.A.1 Analyze and evaluate information to support a decision or recommendation II.A.2 Conduct needs analysis, identify and prioritize requirements II.A.3 Demonstrate critical thinking and analysis II.A.4 Identify alternate processes and potential solutions Enhance their ability to write comprehensive and well written managerial reports Improve their ability to effectively communicate orally to classmates, faculty and managerial practitioners Demonstrate their ability to function in a team environment III.A.1 Demonstrate effective written, oral communication, and presentation skills III. A.1 Demonstrate effective written, oral communication, and presentation skills III. A.2 Provide and receive constructive feedback III. A.3 Listen and respond effectively to the ideas and thoughts of others III.B.1 Build collaborative relationships III.B.2 Demonstrate effective interpersonal relations IV.B.1 Create an organizational climate that encourages teamwork V.C.2 Support collegial relationships with peers through networking, information sharing, and mentoring III. Course Prerequisites Graduate Status IV. Course Credits This course is 3 credit hours. V. Required Texts and Materials Bruce J. Fried and Myron D. Fottler, Human Resources in Healthcare: Managing for Success 3rd ed., (Chicago: Health Administration Press, 2008) ISBN: 1-56793-299-1 Stella M. Nkomo, Myron D. Fottler, and R. Bruce McAfee, Applications in Human Resources Management Applications: Cases, Exercises, Incidents, and Skill Builders, 7th ed. (Cincinnati: South-Western College Publishing Company, 2011). ISBN: 978-0-538-46807-7 VI. Supplementary (Optional) Texts and Materials VII. Basis for Final Grade Assessment Case Studies Presentation Debate Discussion Boards Midterm Exam Essay Human Resources Project & Presentation Percent of Final Grade 15% 15% 10% 30% 30% 100% Grading Scale Percentage 90-100 80 - 89 70 - 79 60 - 69 0 - 59 Letter Grade A B C D F VIII. Assignment Guidelines Case Studies Presentation: Each in class session one group will present case studies or exercises from the Nkomo, Fottler, and McAfee. The specific topics are listed on the weekly schedule below. It is expected that each student will be familiar with the case studies to be presented in class. Evaluation of the presentations will be done by both the instructor and the students. Both will base their evaluations on the quality and clarity of the information presented to the class. Forms for evaluations of case study evaluations may be found on the Canvas course site. Debates: There will be 5 debates on topics listed on page 65 of the Nkomo book. The debate topics are (in order in which they will be presented): #7. Immigration #4. Employee Diversity #5. Telecommuting #9. Stock Options and Bonuses #2. Employee-at-will or Termination-at-will Discussion Board Postings As part of the assignments in the weeks where there is no face to face class, you will be given an assignment that will require you to post your answer in the Discussion Forum under the appropriate heading. If you do not post it in the correct location, or you post after the deadline, you will not receive credit. It is required that you respond to at least two of your peers postings to gain insight from their experiences and opinions; however, it is recommended you do this after you post your own assignment. Each week you will be assigned a discussion board question pertaining to that week’s reading from the Fried and Fottler text which will be due by Friday at 11:59pm each week. You will then be required to reply to at least (1) of your peer’s postings by 11:59pm on Sunday. Your original positing should provide insight into your knowledge and opinion on the subject, as well as what the prevailing thought is among the experts in the field. Your response to your peer’s postings should not cheerlead, meaning your response should enhance and/or provoke further thought to the original post. On weeks where the class does NOT meet, you will also be assigned case studies in which you must respond to the questions at the end of each case. These answers must be submitted by 11:59pm on that Sunday. Midterm The midterm examination will be completed as an individual 2-week take home examination. It will consist of both exercise questions and cases we have covered in class and on our discussion boards. In addition, each student group will provide the instructor with two possible essay questions which may be included in the midterm exam. Human Resources Project & Presentation: Each of the ten student groups will choose one of the following two projects: a Healthcare Human Resources System Evaluation or the Healthcare Human Resources Research Paper. Both will be done in a health care organization, preferably a setting in which at least one of the students is employed. Corporate Documents, Interviews with Corporate Officials, and any other information that is not your own must be cited in APA format in text and on the reference page. Each group must present their project to the class. Students will be graded on professionalism as well as presentation content. Option #1: Healthcare Human Resources System Evaluation The objective of this assignment is to allow students an opportunity to learn more about the various technical and non-technical functions of human resources management and how these functions are integrated to address organizational goals and objectives within a real world setting. The outcome of this project is a written profile of the human resources management functions within a specific (and instructor-approved) health services organization or system. This paper will be a group effort; and a group grade will be assigned. A detailed description of this “Profile of Human Resources Department” project is provided on pp.302-308 in the Nkomo, Fottler, and McAfee text. This project will be approximately fifteen (15) pages in length (not including references), space-and-a-half formatting, one inch margins on all four sides, and with page numbers. Option #2: Healthcare Human Resources Research Paper The objective of this assignment is to allow the student an opportunity to learn more about one specific human resources challenge within healthcare organizations and provide well researched recommendations. The Society for Healthcare Human Resources Administration frequently calls for white papers for their members and the paper for this assignment follows their guidelines. If your paper is evaluated at a high enough level, I will encourage some revisions to submit it for publication in this organization. However, that means achieving an A plus paper! A detailed description of this “Human Resource Research Paper” is provided on the course home page. This project will be 15 pages in length (not including references), space-and-a-half formatting, one inch margins on all four sides, and with page numbers. This paper will address some challenge or issue being faced by the healthcare organization in which you are working. Ask your contact person to suggest (1) or (2) possible challenges/topics, the solution to which would be useful for that organization or the HR department. Aside from the “Human Resource Research Paper” on the course home page you may format your paper addressing the following: Background, Human Resource Challenge/Problem, and How You Gathered Information for This Paper (sources, interviews, documents, etc.), Findings, and then Recommendations to address the problem IX. Course Policies: Grades Late Work Policy: There are no make-ups for the midterm examination. For each day an assignment is late, a penalty of 10% will be assessed. After 5 days, assignments will not be accepted. Grades of "Incomplete": The current university policy concerning incomplete grades will be followed in this course. Incomplete grades are given only in situations where unexpected emergencies prevent a student from completing the course and the remaining work can be completed the next semester. Your instructor is the final authority on whether you qualify for an incomplete. Incomplete work must be finished by the end of the subsequent semester or the “I” will automatically be recorded as an “F” on your transcript. Class Participation Students are expected to have completed assigned readings prior to class in order to be prepared for class discussion. While class participation is not a formal criteria in determining the final grade, it may be used in extreme cases where students have not attended classes/and or have failed to participate in their group assignments. Class participation is based upon both the student’s attendance at in class sessions as well as their in class participations during these classes. In addition, at the end of the semester all students will be invited to complete an evaluation of their own and their team member’s contributions to all relative projects. Forms for this evaluation can be found on the Canvas course website. Assuming relatively equal contributions and good attendance, class participation will not count in the final grade. However, in extreme cases (positive or negative) participation and team evaluations will impact the final grade based on the instructor’s judgment. X. Course Policies: Technology and Media Email: E-mail will be the primary source of communication in this course. The average response time for e-mails is 24 hours during the work week and 48 on weekends. Canvas (Webcourses): This course consists of both in class and web-based instruction. Students are expected to have access to the Internet throughout the semester. XI. Course Policies: Student Expectations Disability Access: The University of Central Florida is committed to providing reasonable accommodations for all persons with disabilities. This syllabus is available in alternate formats upon request. Students with disabilities who need accommodations in this course must contact the professor at the beginning of the semester to discuss needed accommodations. No accommodations will be provided until the student has met with the professor to request accommodations. Students who need accommodations must be registered with Student Disability Services, Student Resource Center Room 132, phone (407) 823-2371, TTY/TDD only phone (407) 823-2116, before requesting accommodations from the professor. Academic Conduct Policy: Academic dishonesty in any form will not be tolerated. If you are uncertain as to what constitutes academic dishonesty, please consult The Golden Rule, the University of Central Florida's Student Handbook (http://www.goldenrule.sdes.ucf.edu/) for further details. As in all University courses, The Golden Rule Rules of Conduct will be applied. Violations of these rules will result in a record of the infraction being placed in your file and receiving a zero on the work in question AT A MINIMUM. At the instructor’s discretion, you may also receive a failing grade for the course. Confirmation of such incidents can also result in expulsion from the University University Writing Center: The University Writing Center (UWC) is a free resource for UCF undergraduates and graduates. At the UWC, a trained writing consultant will work individually with you on anything you're writing (in or out of class), at any point in the writing process from brainstorming to editing. Appointments are recommended, but not required. For more information or to make an appointment, visit the UWC website at http://www.uwc.ucf.edu, stop by MOD 608, or call 407.823.2197. XII. Schedule * Note: The Schedule is subject to revision Week Topics & Objectives Week 1: Topic: Introduction to HSA 6342 Formation of Discussion Groups Aug 19Aug 25 Objective: Understand all course requirements Understand the contemporary work environment Week 2: Topic: Environmental Changes The Human Resource Role Strategic Human Resources Management Human Resource Challenges Aug 26Sept 1 Objective: Understand and discuss the strategic human resource model Develop a strategic human resource plan for a particular healthcare organization. Identify and manage major human resource challenges facing healthcare organizations. Understand the financial impact of human resource decisions and policies. Be sensitive to human resource trends and future challenges Readings Nkomo, et.al... “Preface” (p. xv) Learning Activity In class discussion Introductions M.D. Fottler, E. Erickson, and P.A. Rivers, “Bringing Human Resources to the Table: Utilization of an HR Balanced Score Card at Mayo Clinic.” Health Care Management Review. 31(1) January-March, 2006, 64-72. Assignments Due Group Member Selections Discussion Board: Introductions Due by: Initial Post: 8/23 by 11:59pm Response: 8/25 by 11:59pm Article Review - “HR pros must speak language of money” Kleiman, C Chapter 1: Myron D. Fottler, Case Presentation: “Strategic Human Resources Nkomo, et. al., Management” in Fried, et. al. pp. 1-26. Group 1: “Scanning the Chapter 18: Bruce Fried and Contemporary Work Myron D. Fottler, “Present Trends Environment” (p.20) That Affect the Future of Human “The Older Worker Resources Management and the Questionnaire” (p. Healthcare Workforce” in Fried, 54-55) et. al. pp. 479-499. “Strategic Human Resource Article Review - Grey is Good: Management” (p.86) Employers Make Efforts To Retain Older, Experienced Workers Group 2: “Outsourcing of Human Resource Management Functions” (p.93) “Human Resource Challenges During Mergers” (p.17) Discussion Board #1: Strategic Human Resources Mangement Due by: Initial- 8/30 by 11:59pm Response- 9/1 by 11:59pm “Human Resource Information Data Breach” (p.26) Week 3 Labor Day NONE 2-Sept-13 NO CLASS Week 4 The Legal Environment Accessing Information on Human Resources Sept. 9Management Issues Sept 15 Human Resource Challenges During Mergers Identify and discuss legal issues related to the management of human resources. Discuss the advantages and disadvantages of immigrant workers Chapter 5: Bruce J. Fried, “The Case Presentation: Legal Environment of Human Resources Management” in Fried, Group 3: et. al. pp. 99-144. “Understanding the Americans with Chapter 3: Leah E. Masselink, Disabilities Act” “Globalization and the Healthcare (p.62) Workforce” in Fried, et. al. pp. 47- “What is Sexual 70. Harassment?” (p.60) “Sexual Orientation Incidents: Bootstrapping Discrimination” (p.71) Debate #1: “Affirmative Action” “Affirmative action is a fair method of achieving equal opportunity in the workplace” Affirmative: Group 10 Negative: Group 9 Discussion Board #2: Sexual Orientation Due by: Initial- 9/13 by 11:59pm Response- 9/15 by 11:59pm Week 5 Topic: The Significance and Roles of Healthcare Professionals and Physicians NO CLASS Costs and Benefits of Cultural Diversity Work and Family Issues Workload and Staffing Issues Sept. 16Sept 22 Chapter 4: Kenneth B. White, Dolores G. Clement, and Kristie G. Strover, “Healthcare Professionals” in Fried, et. al., pp. 71-97. Discussion Board #3: Discrimination Due by: Initial- 9/20 by 11:59pm Response- 9/22 by 11:59pm Chapter 15: Cheryl B. Jones and George H. Pink, “Nurse Workload, Staffing, and Measurement,” in Fried, et. al., pp. 393-431. Objective Identify the respective roles and relationships among various health professions. Discuss both the costs and the benefits of cultural diversity from an organizational perspective. Identify and discuss various family-friendly options. Identify and discuss various career development options. Determine appropriate staffing levels Week 6 Topic: Developing a Customer Sept. 23Focused Culture Sept. 29 Financial Impact of Human Resources Management Objective: Develop a customerfocused culture through implementation appropriate of human resource strategies. Develop various approaches to the implementation of organizational change. Calculate the financial impact of various human resource strategies Determine and evaluate human resource budgets Chapter 16: Eileen F. Hamby, Case Presentation “Human Resources Budgeting and Group 4: Productivity,” in Fried, et. al., pp. -“Evaluating the 433-450. Financial Impact of Human Resources Chapter 17: Myron D. Fottler and Management Robert C. Ford, “Creating Activities” (p.21) Customer-Focused Healthcare “The Mentoring Organizations”, in Fried, et. al., Problem at Walnut pp. 451-478. Insurance” (p.161) Debate #2: “Employee diversity enhances organizational performance” Affirmative: Group 8 Negative: Group 7 Discussion Board #4: Customer Focus Strategy Due by: Initial- 9/ 27 by 11:59pm Response- 9/ 29 by 11:59pm Week 7 Topic: Job Analysis Sept. 30- Job Design Oct. 6 Human Resource Forecasting NO CLASS Workplace safety Phased Retirement 1. Objective: Define job analysis, job description, and job specification and explain their significance to the management of human resources. Explain and implement various job design and employee empowerment options. Analyze current personnel inventories and make forecasts of future needs Implement an effective workplace safety program. Implement various options to retain various skilled employees through phased retirement. Chapter 7: Myron D. Fottler, “Job Analysis and Job Design”, in Fried, et. al., pp. 163-195. Discussion Board #5: Job Analysis Due by: Chapter 13: William Gentry, “Health Safety and Preparedness”, in Fried, et. al., pp. 347-358. Initial- 10/4 by 11:59pm Response- 10/6 by 11:59pm O Week 8 Oct. 7Oct. 13 Topic: Employee Recruitment Employee Retention Workforce Diversity Exit Interviews Evaluating Job Application Forms Evaluating Nurse Turnover Objective: Better understand and utilize the skills of an increasingly diverse workforce. 1. Evaluate the effectiveness of the major recruitment sources for various types of healthcare personnel. Determine if, when, and why anti-discrimination recruitment guidelines have been violated by a particular organization. Chapter 6: Rupert M. Evans, “Workforce Diversity,” in Fried, et. al., 145-162. Chapter 8: Bruce J. Fried, and Michael Gates, "Recruitment, Selection, and Retention", in Fried, et. al., pp. 197-235. Articles: “Fottler, M.D., et. al., “Evaluating Nurse Turnover: Comparing Attitude Surveys and Exit Interviews,” Hospital and Health Services Administration, Vol. 40, Summer 1995, 278-295 “How to Reduce Turnover” White, E. Group 5: Discussion Board #6: “Recruiting and Recruitment and Retention Selecting High-Level Managers Through Due by: the Internet” (p.112) Initial- 10/11 by 11:59pm “Recruiting and Response- 10/13 by 11:59pm Selecting Low-level Workers Among Seniors” (p.114) “Evaluating the Recruiting Function” (p. 123) “The Exit Interviews” (p. 145) Group 6: Skill Builder: Phased Retirement Options (p.106) “Staffing Needs for a Telecommuting Job”, (p. 150) “Disaster Preparedness” (p.251) Week 9 Oct. 14Oct. 20 NO CLASS Week 10 Oct. 21Oct. 27 Topic: Employee selection Equal employment opportunity and affirmative action Adverse Impact Discriminatory speech and action Objective: Identify and discuss the problems and benefits of the application blank. Construct a question guide for a structured selection interviewing. Conduct a professional selection interview. Explain the basic purpose and content of major equal employment legislation, executive orders, etc. Define the concepts of validity and reliability as they pertain to equal employment. Define Affirmative Action and identify its relationship to EEO practices. Discuss potential areas of discrimination in employee selection and promotion. Identify records which should be kept by employers regarding EEO. Topic: Employee Orientation Employee Training & Development Employee Health and 1. Safety Objective: Define the purpose and value of human resource Articles: Discussion Board #7: Disaster Preparedness Due by: “Interviews With Import” Cooper, C. “Get the Job-Search Edge” Ky, M. Initial- 10/18 by 11:59pm Response- 10/20 by 11:59pm Chapter 9: Rita Quinton, “Organizational Development and Training” in Fried, et. al., pp. 237256. Group 7: “Design and Evaluation of Training Programs” (p. 166) “The Orientation Problem” (p.172) “Career Development at Midterm Examination Distribution development within a health facility. Identify methods of determining training needs and discuss methods. List and discuss training methods and the effectiveness of each method. Write behavioral training objectives. Develop skill in evaluating training programs. Demonstrate and identify situations where telecommuting may be advantageous. Week 11 Topic: Performance Appraisal and Measurement Oct. 28 Various Performance Nov. 3 Appraisal Methods NO CLASS Performance Appraisal Challenges Objective: Identify various approaches to appraisal and discuss the advantages and disadvantages of each. Develop and implement a management by objectives appraisal system. Develop and articulate a performance appraisal philosophy based on a review of motivation theories and appraisal literature. Identify at least five major appraisal pitfalls. Conduct a performance appraisal interview with identifiable outcomes. Design Behaviorally Anchored Rating Scales (BARS). Electronic Applications” (p. 157) Debate # 3: “Telecommuting enhances employee productivity and morale while reducing turnover” Affirmative: Group 5 Negative: Group 6 Chapter 10: Bruce Fried, and Michael Gates "Performance Management", in Fried, et. al., pp. 257-280. Article: “Firing Good Workers Who Are a Bad Fit” WSJ Supplemental Reading (All Students): “Ever Wanted to Review the Boss? 360 Degree Feedback” “Tips for Reviewing Performance” WORK ON MIDTERM! Week 12 Nov. 4Nov. 10 Topic: Employee Compensation Physician Compensation Fringe Benefits Non-monetary Compensation Chapter 11: Howard L. Smith, Bruce J. Fried, John Crisafulli and Derek van Amerongen, "Compensation Practices, Planning, and Challenges", in Fried, et. al., pp. 281-318. Objective: Differentiate job analysis, job evaluation, and job pricing. Explain the purpose and 1. significance of wage and2. salary administration. 3. Discuss the importance of equity in compensation. Explain the problem of maintaining compensation equity in the face of internal and external competitive forces. Review the relationships between job satisfaction, pay satisfaction, performance, and productivity. Explain the comparable worth theory and its likely impact on relative wages of males and females in the future. Chapter 12: Dolores Clement, Maria Curran, and Sharon L. Jahn, “Employee Benefits”, in Fried, et. al., pp. 319-346. Group 8: “Rewarding Volunteers” (p.199) “Controlling Employee Healthcare Benefit Costs” (p.234) “Ethical and Practical Compensation Dilemmas” (p.218) MIDTERM DUE! Discussion Board #8: Performance Appraisal Due by: Initial- 11/8 by 11:59pm Response- 11/10 by 11:59pm Group 9: “Managing Nonmonetary Compensation” (p.231) “Retiree Health and Pension Benefits” (p. 244) “The Medical Leave Problem” (p. 249) Debate #4: “U.S. immigration laws should be changed to allow more immigration by technical specialists from emerging/developing countries” Affirmative: Group 4 Negative: Group 3 Week 13 Veterans Day Holiday Discussion Board #10: Compensation Nov. 11Nov. 17 Due by: NO CLASS Initial- 11/15 by 11:59pm Response- 11/17 by 11:59pm Week 14 Nov. 18Nov. 24 Topic: Employee Discipline Labor Relations Preventative Labor Relations Collective Bargaining Objective: Understand various approaches to employee discipline. Chapter 14: Donna Malvey, "Managing with Organized Labor", in Fried, et. al., pp. 359391. Group #10 “Violence at Work: Westside Health Systems” (p.263) “Surfing the Internet on Company Time”(p.265) “Caught in the Act: Immoral Behavior at Work” (p.272) Discussion Board #10: Collective Bargaining Due by: Initial- 11/22 by 11:59pm Response- 11/24 by 11:59pm Develop a labor relations philosophy. Implement a preventive labor relations policy. Develop and implement strategy for collective bargaining. Administer a collective bargaining contract so that the labor contract does not impede attainment or organizational goals. “The Giveback: A Case of Union Busting” (p.280) Debate #5: “Employment-at-will or termination-atwill should remain the basic doctrine governing employee dismissal and should not be subject to legislative control” Affirmative: Group 2 Negative: Group 1 Week 15 Nov. 25Dec. 1 Week 16 Dec. 2 FINAL PROJECT PRESENTATIONS: GROUPS 1-5 FINAL PROJECT PRESENTATIONS: GROUPS 6-10