Human Resources Part 1 — 30% Flashcards
What are the federal retention laws for applicant documents such as resumes and employment applications?
One year from filling the position, unless you suspect that applicant is over 40 years of age, then it is recommended to keep records 2 years.
List the four elements necessary to hold working interviews.
Must be on the payroll.
Must be eligible to work in the US.
Must be paid at least minimum wage.
Must be covered under workers compensation.
FIT is how a candidate will the culture, and POTENTIAL the measure of growth the new hire would be expected to experience. Define IMPACT.
Impact = Is the measure of results the candidate has achieved in the past and is likely to achieve in the future.
As it relates to interviewing candidates, what are the benefits of the use of a rating scale?
A rating scale can be helpful when hiring because it is challenging to compare candidates equally and consistently, especially if there are multiple members of the management team interviewing candidates for the same position
Information revealed in the background checks can be helpful with hiring decisions and should be conducted on all candidates who make it to the final hiring pool to choose from. True or False.
False - Back ground checks should only be done after a contingent employment offer has been made.
What are Phase Training lists and what are the four benefits of using them?
Phase training list outline the progressive steps in the training for a specific position within the practice.
*Helps insure that team members are trained properly.
* AIDS in titrating information/instruction to the employee to avoid overloading them early in the process.
*Provides a resource for training preparation for the trainer.
*Provides reference and review material for the new employee and phase training can accommodate a new employee that already has some experience.
What is a reasonable budget to spend on training annually?
1-2% of annual revenue of the practice.
New employees must have immediate knowledge of what 5 safety details?
*Location of the first aid kit(s), eye wash stations and exits.
*Location of all personal protective equipment, and instructions on proper use prior to first use.
*Locations of all mandatory posters
*Location of the hospital Safety Manual
*Copies of all applicable OSHA standards
List the 3 most common reasons a staff member leaves a practice.
*Lack of positive feed back
*Lack of training opportunities
*Failure of management to include them in the larger strategic vision of the practice.
Name 4 elements of enhancing employee productivity.
*Shared purpose - shared core values and guiding principles that offer direction when difficult decisions must be made.
*Tools to do the job - evaluate the tools you are provided against the productivity you need or want.
*Standard operating procedures - helps the team deliver consistent, high quality medical care.
*Performance standards - define your standards, communicate them and provide accountability to uphold them.
*Engage and Empower - Encourage input from the team by creating a psychologically safe culture.
*Recognize and reward - appreciate and value opinions and effort.
*Physical Fitness - absenteeism and presenters both affect productivity and physical fitness and well being affect absenteeism and presenteeism
*Personal focus - the focus of each team member on what they want to achieve professionally.
*Team focus - team building fosters awareness and reinforces commitment to the mission and purpose of the entire team.
The ________ and _________ of the practice help define core competencies that should be expected of employees.
Mission and Values.
Ex.. Teamwork
Customer focus
Accountability
Technical Skills
Why are core competencies important in staff development?
Because they can be tiered to beginner, intermediate and proficient skill sets, and because they can be considered in reward - based compensation.
Name at least 4 of the 10 elements that should be considered in virtual team training.
*Put your training on a diet - virtual audiences cannot tolerate long training sessions. ~ 20 min only
*Gain attention from the start - Use ice breakers, use your image and the ms image, and begin your session with a scripted, memorized and delivered with force to begin the training session
*Establish relevance - to your team within 30 seconds. Consider using quotes, cartoons, videos, or articles to make the team feel interested in what is said next.
*Present information with a twist use stories, case studies, and many forms of media to avoid losing the focus of your team.
*Ask compelling questions - use questions through out the training session. Use polling and involve the team throughout the training.
Conduct realistic demonstrations - keep them short, focused, and easy to follow.
*Provoke Discussion - discussions are essential for team members to buy into and internalize your training, but don’t let them take over.
*Employ interactive activities - Interaction is critical to successful training.
* End with a Bang - end with an inspirational finale and l to action.
*Prepare, prepare, and prepare some more - put thought into every aspect of the virtual team training.
What does the 70/20/10 Learning and Development model stand for?
*70% of learning within an organization should come from on the job-training.
*20% from coaching and mentoring
*10% from actual courses, lectures, and formal training.
There is no empirical evidence that this exact ratio is optimal, but is a starting point for discussion and can be customized to fit each individual circumstance.
An effective appointment system should have what two goals?
*To eliminate client wait time
*To maximize the efficiency of the doctors, the support staff and the facility by minimizing downtime between clients or patient procedures.
In the example of Dense Scheduling in Practice Made Perfect; list the breakdown of the three 5 minute sections for a 15 minute annual wellness appointment (goal of the 1st five minutes, 2nd minutes, etc.
*The first five minutes is the technician check in period for patient history and vitals.
* The doctor is present for the next five minutes to perform the physical exam, answer questions, gather information, and discuss preventative care.
*In the remaining five minutes the technician and/or doctor may collect lab samples, fill prescriptions or vaccinate
What are three ways to try to avoid appointment problems clients?
*Appointment cards should always be given to clients who make the appointment while in the clinic.
* Proper hospital protocols that prepare the team for unexpected appointment challenges.
*Advanced reminders within 24 hours of the appointment is considered best practice.
What two goals should an effective appointment schedule have?
*To eliminate client wait time
* To maximize the efficiency of the doctors, the support staff and the facility by minimizing down time between client or patient procedures
An unusual number of established clients arriving early or late to the appointment may be a sign of what?
*Ongoing appointment scheduling and time management problems at your hospital
When it comes to staff scheduling ___________ is one of the most desired employee benefits; therefore it is an important component in staff morale, productivity, and retention.
Flexibillity
Name and define the five potential employee scheduling options.
Rotating Schedule - The staff, their duties and shifts rotate.
Hybrid Schedule - A mix of Fixed and variable days. Example: fixed weekdays with rotating weekends.
Skill based schedule - based on the known skill set of the employee and the needs of the practice. The greater the skill set the employee develops , the more flexible their scheduling options.
Split scheduling - when an employee works for more than one business unit within a single workday. Ex - a tech works in the six practice from 9am - 2 pm and then moves into the outpatient practice from 3pm-8pm
Per Diem schedule - Scheduled one day at a time as needed by the practice. This is the most common among relief veterinarians.
Ultimately the ________ is responsible for the efficiency , function and flow of the practice.
Manager
When it comes to managing daily work assignments; what does SMART stand for and what are the definitions?
Specific - Define the task. Why i important and what are the expected outcomes.
Measurable - how is the task going to be measured in terms of progress or completion?
Agreed - both parties agree on the importance of the task and how the results will be achieved. What resources will be needed to achieve these results?
Realistic - the task being delegated and the goals being sought are realistic with the time constraints that are in place.
Time bound - How and when will the results be expected? Create check in points on the calendar. A check in point prevents micro-managing and keeps lines of communication open.
What is a rotating schedule?
The staff, their duties and shifts rotate.
What is a Hybrid schedule?
A mix of fixed and variable days.
Ex: fixed weekday with rotating weekends.
What is skill based scheduling?
Based on the known skill set of the employee and the needs of the practice. The greater the skill set the employee develops, the more flexible their scheduling options.
What is Per Diem scheduling?
Scheduled one day at a time as needed by the practice.
*This is the most common among relief veterinarians.
When it comes to managing daily work assignments; what does the “S” in SMART stand for?
Specific - Define the task. Why is is important and what are the expected outcomes.
When is comes to managing daily work assignments; what does the “M” in SMART stand for?
Measurable - How is this task going to be measured in terms of progress or completion?
When is comes to managing daily work assignments; what does the “A” in SMART stand for?
Agreed - both parties agree on the importance of the task and how the results will be achieved. What resources will be needed to achieve these results?
When is comes to managing daily work assignments; what does the “R” in SMART stand for?
Realistic - the task being delegated and the goals being sought are realistic with the time constraints that are in place.
When is comes to managing daily work assignments; what does the “T” in SMART stand for?
Time Bound - How and when will the results be expected? Create check in points on the calendar. A check in point prevents micro-managing and keeps lines of communication open.
What are the two components of an employee compensation package in the United States?
W-2 earnings (Salaries/Wages) and benefits.
Generally indirect and non cash compensation paid to an employee.
Ex. Health insurance, paid time off, and retirement plan contributions.
Benefits
Total monetary pay given to an employee for their work during a given period. The term is sometimes used to represent both the monetary and non monetary amounts paid to employees.
Compensation
What are the five steps in developing a compensation system?
Step One: Identifying positions in the practice and critical skills and attributes for each position.
Step Two: Identifying community pay scales.
Step Three: Communicating expectations to employees.
Step Four: Evaluating Performance based on Expectations
Step Five: Determining pay
Professional liability insurance is generally carried only by Doctors.
True or False
True
Employers are required to contribute to employee 401 K plans.
True or False
False
Internal Revenue Service (IRS) form called “Wage and Tax Statement” That reports income paid and taxes withheld by an employer for a particular employee during a calendar year.
W-2
IRS form called “Transmittal of Wage and Tax Statements” which summarizes the information on the W-2s and is filed with the IRS each year along with the copies of the W-2’s
W-3
IRS form called “Employee’s withholding allowance certificate” used to determine the amount of federal taxes the employer will withhold from a person’s paycheck each pay period.
W-4
True or False …
Federal unemployment tax act (FUTA) is paid only by the employer - the rate is 0.008% of the first $7,000 of an employees earnings.
True
True of False…
Historically, both the employee and the employer have been taxed 6.2% of the employees earnings (up to a specified salary level) for social security (FICA - Federal Insurance Contributions Act) and 0.145% for Medicare. ** There is no salary limit for Medicare tax.
True
__________ is the overall measure of how the candidate will complement the culture of the hospital, focusing more on the desired culture than the current culture of the hospital.
Fit (Alignment)
________ is a measure of the results the candidate has achieved in the past and the result he or she is likely to achieve in the future.
Impact
_______ is a measure of the results the candidate has achieved in the past and the result he or she is likely to achieve in the future.
Impact
______ is a measure of the growth that an individual would be expected to experience and the increase in impact that an individual might be capable of over time.
Potential
When does onboarding begin?
Once the candidate has accepted the offer of employment, but before the new hire reports for duty.
What are the Four C’s of onboarding?
Compliance - (most basic task associated) It involves educating the new hire on the practice policies and protocols
Clarification - Helps the new hire understand his or her role. Also sets clear expectations.
Culture - is about understanding the practice norms: what is typical and atypical for the practice.
Connection - is about forming relationships.
“EASE” outlines an effective strategy for you to facilitate the transition of a new hire into your practice. What does “EASE” stand for ?
E - for encourage.
A - for Align. Align new team member’s with the new hire so that the new hire is supported and everyone is on the same page.
S - for Solve. Keep your eye out for potential problems and resolve them before a spark becomes a blazing fire.
E - for End (as in end distractions) Keep the new hire focused on what matters most in the moment.
What is a reasonable training investment for a new employee?
A reasonable training investment in 1-2% of the hospitals annual revenue. So, even a small hospital that is billing $900,000 should plan on spending $9,000 - $18,000 on employee training and development.
What are the three most common reasons why staff members leave the practice and leave the profession?
Lack of positive feedback
Lack of training opportunities
Failure of management to include them in the larger strategic vision of the practice.
While most practices are using computer scheduling software, if a paper appointment book is preferred, studies indicate that __________ at a glance style works best.
Week
Name five of the nine details to consider regarding appointment scheduling criteria for making appointment schedules.
- The number of doctors available during any particular period.
- The relative efficiency of the doctors.
- The time allotted to each appointment
*The number of patients seated by each client - Types of cases seen
- The number of exam or consult rooms.
*The hours of hospital operation, including the hours for scheduled and nonscheduled activities
*Favored client times for veterinary care.
*Veterinary technician appointments
What are the 5 appointment scheduling options when creating a daily appointment schedule
*Straight 15s - 15-Minute appointments
*Straight 20s - 20-minute appointments
*Straight 30s - known for higher touch, lower volume practices.
*Ten Minute Flex - Fast growing scheduling system for companion practices in the industry. Appointments are scheduled in 10 minute increments as needed for the type of appointment.
*High Density Scheduling - Anytime a doctor has access to more than one exam room at a time.
Some studies estimate that 30-50% of an employee’s knowledge base is obsolete in 3-5 years.
That means that the typical employee needs to “refresh” 10-15% of their knowledge each year.
List “examples” of the many benefits of a well-run mentoring program.
*Mentoring results in more highly motivated staff
*Practices with a well-established mentoring program in place generally have a much higher percentage of team members who are cross-trained to fulfill multiple rolls within the practice.
*Increasing staff training increases staff satisfaction and productivity.
* Practices with a well-developed mentoring program in place find it substantially easier to recruit new team members.
What are the four elements needed for a performance appraisal program to be successful?
*Regular, informal feedback from supervisor - employees should receive regular input from their supervisors
*Performance goals set by the employees and supervisors - goals may be both short and long term
*Action plans to address performance or disciplinary problems - can be helpful when an employee is experiencing performance problems that need correction.
*Formal reviews that accurately document the big picture - Should be done several times a year. Should not include ongoing performance problems.
In most states, personnel records are considered to be the property of…
The Employer.