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STAFFING 
LAZO, Keith Edzel D.C. 
MASAYA, Leslie D.
INTRODUCTION 
Staffing 
 It is the process of determining the number of nursing 
personnel to meet the patient’s demand for care. The staffing 
process involves the selection of qualified and competent 
personnel, a system of assignment and staffing schedules. 
 It involves deciding what type of and how many personnel 
are needed to provide adequate and quality patient or client 
care.
FACTORS AFFECTING 
STAFFING  Type, philosophy, objectives of the hospital and the nursing 
service 
 Population served 
 Number of patients and severity of their illness 
 Availability and characteristics of the nursing staff 
 Administrative policies 
 Standards of care desired which should be available and clearly 
spelled out
FACTORS AFFECTING 
STAFFING  Nursing units and resources available 
 Budget 
 Teaching program or the extent of staff 
involvement in teaching activities. 
 Expected hours of work 
 Patterns of work schedule
SELECTION OF 
PERSONNEL 
I. RECRUITMENT AND RETENTION - process of enlisting 
personnel for employment. 
Modes of recruitment include the following: 
 Employee Recommendation. Nurses who are already 
employed in the institution recruiting personnel may 
recommend fellow nurses whom they have previously 
worked with in the past and who they know are competent 
and reliable.
SELECTION OF 
PERSONNEL 
I. RECRUITMENT AND RETENTION - process of enlisting 
personnel for employment. 
Modes of recruitment include the following: 
 Advertising. This is the most common method of informing 
the public of vacant positions. (CONTENT > FORM) 
 Word of Mouth. This can be a very effective method of 
recruitment. However, it may lead to hiring of friends and 
relatives, a practice which may foster favoritism and 
nepotism.
SELECTION OF 
PERSONNEL I. RECRUITMENT AND RETENTION 
OTHER MODES: 
 Job Fairs 
 Open Houses 
 Nursing Conventions 
 Placement services 
 Career congress 
MAJOR SOURCES OF PERSONNEL: 
 New graduates – Limited idea of job opportunities 
 Unemployed – Careful assessment needed 
 Dissatisfied – Receptive of news and job offers
SELECTION OF 
PERSONNEL 
I. RECRUITMENT AND RETENTION 
CHARACTERISTICS AND ROLES OF A RECRUITER: 
 Relates well to people 
 With frankness and enthusiasm 
 Knows about nursing qualifications and the needs of 
the institution 
 Knows how to budget 
 Responds to inquiries (origin and disposition) 
 Determines the interests of the potential applicants 
New Graduates, Nurses, Older Nurses, Inactive nurses , Out-of-town 
applicants
SELECTION OF 
PERSONNEL I. RECRUITMENT AND RETENTION 
Because of the costs of recruiting, selecting and training employees, the decreased 
quality of orienting new workers, and the emotional drain of turnover on continuing 
employees, SERIOUS ATTENTION SHOULD BE GIVEN TO RETENTION EFFORTS. 
EXAMPLE: 
• Exit interview 
• Post termination questions 
• Clarifications 
• Attitude surveys 
• Planning activities
SELECTION OF 
PERSONNEL 
II. SCREENING OF STAFF 
3 philosophies during the screening process: 
1. Screen out applicants who do not fit the image of the 
agency. 
2.Try to fit the job to a promising applicant 
3. Usually, try to fit the applicant to the job.
SELECTION OF 
PERSONNEL 
II. SCREENING OF STAFF - APPLICATION FORMSAND RÉSUMÉ 
Biographical data, demographic information, personal history, 
educational background, and work experience. 
PURPOSE: 
- Determine whether the applicant is qualified and meets the minimum 
requirements. 
- Planning the selection interview 
- Obtain names of references 
- Collect information for personnel administration
SELECTION OF 
PERSONNEL 
II. SCREENING OF STAFF - LETTERS OF REFERENCE 
 Recommendation from previous employer 
 Can be inaccurate and misleading 
 Some managers write the letter based on an 
inadequate personnel file 
 Emphasize on the comments made by 
previous employers and co-workers
SELECTION OF 
PERSONNEL 
II. SCREENING OF STAFF - INTERVIEW 
The purpose of the interview is to obtain further information about the applicant, to give 
information, and to determine if the applicant qualifies for the position. 
INTERVIEWER: 
• Explains policies and procedures 
• Avoids chitchat 
• Avoids asking questions not related to the job 
• Concentrates on listening 
• Avoids giving clues
SELECTION OF 
PERSONNEL 
II. SCREENING OF STAFF - INTERVIEW 
The purpose of the interview is to obtain further information about the applicant, to give 
information, and to determine if the applicant qualifies for the position. 
INTERVIEWER: 
• Not argumentative 
• Should avoid the “HALO EFFECT” – judgment based 
on appearances 
• Must undergo trainings 
• Observes the applicant
SELECTION OF 
PERSONNEL 
II. SCREENING OF STAFF - INTERVIEW 
ASSESSMENT: 
- Name, position desired, interviewer’s name 
-Work history (abilities, task performed, job 
progressions) 
- Education (on-the-job training, professional 
organizations, continuing education) 
- Leadership and management
SELECTION OF 
PERSONNEL 
II. SCREENING OF STAFF - INTERVIEW 
ASSESSMENT: 
- Community involvement 
- Peer relations 
- Poise, manners, interests 
*Open-ended questions [nondirective] 
*Close-ended questions [directive]
SELECTION OF 
PERSONNEL 
II. SCREENING OF STAFF - INTERVIEW 
Open-ended 
Direct 
Self-appraisal 
FUNNEL TECHNIQUE 
Topics to 
explore 
Open-ended 
question 
Self-appraisal 
Direct 
question 
Professional 
What are 
your 
professional 
goals? 
How do you 
plan to 
accomplish 
those 
goals? 
What do 
you plan to 
be doing 5 
years from 
now? 
GRID OF TOPICS
SELECTION OF 
PERSONNEL 
II. SCREENING OF STAFF – INTERVIEW 
TYPES: 
- One-on-one interview 
- Serial interview  the applicant sees one person after 
another 
- Group interview  several interviewers at once 
- Stress interview  test an applicant’s reactions to 
stress 
- Reinterview
SELECTION OF 
PERSONNEL 
II. SCREENING OF STAFF - TESTING 
 Personality and interest testing is sometimes done but 
does require a trained psychologist. 
 Ability tests are rarely used when hiring nurses. 
 In selecting management personnel, problem analysis, oral 
presentations and mock selection interviews are used. 
 Measures clerical and mechanical aptitudes, general 
intelligence, and mental perceptual, and psychomotor 
abilities.
SELECTION OF 
PERSONNEL 
III. ORIENTATION 
A process of becoming familiar with a new environment and 
adapting well to it. Policies, regulations and job descriptions 
are communicated to the newly employed nurse. 
 In service education training programs may also be 
conducted to prepare the beginning nurse practitioner to 
assume bigger responsibilities.
SELECTION OF 
PERSONNEL 
III. ORIENTATION 
A well-designed orientation program would include: 
 A tour of the physical facilities 
 Introduction to co-workers 
 Description of the organizational structure of the 
institution 
 Information on the philosophy, goals, policies and 
standards of the institution 
 Functions of the members of the health team
SELECTION OF 
PERSONNEL 
IV. JOB DESCRIPTION 
 General tasks, or functions, and responsibilities of a 
position. 
 Education, qualifications or skills needed by the 
person in the job, or a salary range. 
 Usually narrative, but some may instead comprise a 
simple list of competencies.
STAFF DEVELOPMENT 
INTRODUCTION 
Roles as a nurse manager in staff development: 
 Support the program 
 Review the goals and provide a budget for the 
activities 
 Participating in identifying the needs of the personnel 
**The quality of rendered nursing services can be 
further enhanced through attendance in continuing 
activities.
STAFF DEVELOPMENT 
I. PRECEPTORSHIP 
• Gives the agency personnel an opportunity to evaluate 
students and determine if they are suitable candidates for 
employment. 
• Faculty facilitate, monitor, and evaluate student learning. 
• Provide real-life experiences for students before graduation 
• DISADVANTAGE?
STAFF DEVELOPMENT 
II. MENTORSHIP 
• Preceptors are role models who may become 
mentors. 
• It is a nurturing relationship that cannot be forced. 
• The mentor is a resource person who supports the 
development of the young person through 
influence and promotion.
STAFF DEVELOPMENT 
II. MENTORSHIP - PHASES 
• Mentor uses time 
and energy to 
nurture the 
mentee 
Invitational 
Questioning 
• Mentee experiences 
questioning of goals 
• Mentor helps to clarify 
goals and provides 
guidance 
• Mentor helps mentee to 
personalize learning and 
become aware of own 
strengths and uniqueness 
• Mentee is now prepared 
to be a mentor 
Transitional
STAFF DEVELOPMENT 
III. CAREER PLANNING/MAPPING 
 Strategic plan for one’s career 
 Provides direction for formal education, 
experience, continuing education, 
professional associations, and networking. 
 Choosing an area of specialization, 
opportunities, and functional areas.
STAFF DEVELOPMENT 
III. CAREER PLANNING/MAPPING 
CAREER PLANNING INCLUDESTHE FOLLOWING: 
Assessment of interests and skills 
Determining goals 
Developing a map 
Pursuing strategies to maintain the map
STAFF DEVELOPMENT 
III. CAREER PLANNING/MAPPING 
 Curriculum Vitae 
 Professional goals 
 Education 
 Work Experience 
 Professional membership 
 Continuing education 
 Research 
 Publications 
 Résumé 
Concise history of education and experiences 
Updated periodically 
A cover letter should accompany a résumé to 
introduce the sender and explain the 
purpose for sending (Interest in a position)

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Nursing Leadership and management - STAFFING

  • 1. STAFFING LAZO, Keith Edzel D.C. MASAYA, Leslie D.
  • 2. INTRODUCTION Staffing  It is the process of determining the number of nursing personnel to meet the patient’s demand for care. The staffing process involves the selection of qualified and competent personnel, a system of assignment and staffing schedules.  It involves deciding what type of and how many personnel are needed to provide adequate and quality patient or client care.
  • 3. FACTORS AFFECTING STAFFING  Type, philosophy, objectives of the hospital and the nursing service  Population served  Number of patients and severity of their illness  Availability and characteristics of the nursing staff  Administrative policies  Standards of care desired which should be available and clearly spelled out
  • 4. FACTORS AFFECTING STAFFING  Nursing units and resources available  Budget  Teaching program or the extent of staff involvement in teaching activities.  Expected hours of work  Patterns of work schedule
  • 5. SELECTION OF PERSONNEL I. RECRUITMENT AND RETENTION - process of enlisting personnel for employment. Modes of recruitment include the following:  Employee Recommendation. Nurses who are already employed in the institution recruiting personnel may recommend fellow nurses whom they have previously worked with in the past and who they know are competent and reliable.
  • 6. SELECTION OF PERSONNEL I. RECRUITMENT AND RETENTION - process of enlisting personnel for employment. Modes of recruitment include the following:  Advertising. This is the most common method of informing the public of vacant positions. (CONTENT > FORM)  Word of Mouth. This can be a very effective method of recruitment. However, it may lead to hiring of friends and relatives, a practice which may foster favoritism and nepotism.
  • 7. SELECTION OF PERSONNEL I. RECRUITMENT AND RETENTION OTHER MODES:  Job Fairs  Open Houses  Nursing Conventions  Placement services  Career congress MAJOR SOURCES OF PERSONNEL:  New graduates – Limited idea of job opportunities  Unemployed – Careful assessment needed  Dissatisfied – Receptive of news and job offers
  • 8. SELECTION OF PERSONNEL I. RECRUITMENT AND RETENTION CHARACTERISTICS AND ROLES OF A RECRUITER:  Relates well to people  With frankness and enthusiasm  Knows about nursing qualifications and the needs of the institution  Knows how to budget  Responds to inquiries (origin and disposition)  Determines the interests of the potential applicants New Graduates, Nurses, Older Nurses, Inactive nurses , Out-of-town applicants
  • 9. SELECTION OF PERSONNEL I. RECRUITMENT AND RETENTION Because of the costs of recruiting, selecting and training employees, the decreased quality of orienting new workers, and the emotional drain of turnover on continuing employees, SERIOUS ATTENTION SHOULD BE GIVEN TO RETENTION EFFORTS. EXAMPLE: • Exit interview • Post termination questions • Clarifications • Attitude surveys • Planning activities
  • 10. SELECTION OF PERSONNEL II. SCREENING OF STAFF 3 philosophies during the screening process: 1. Screen out applicants who do not fit the image of the agency. 2.Try to fit the job to a promising applicant 3. Usually, try to fit the applicant to the job.
  • 11. SELECTION OF PERSONNEL II. SCREENING OF STAFF - APPLICATION FORMSAND RÉSUMÉ Biographical data, demographic information, personal history, educational background, and work experience. PURPOSE: - Determine whether the applicant is qualified and meets the minimum requirements. - Planning the selection interview - Obtain names of references - Collect information for personnel administration
  • 12. SELECTION OF PERSONNEL II. SCREENING OF STAFF - LETTERS OF REFERENCE  Recommendation from previous employer  Can be inaccurate and misleading  Some managers write the letter based on an inadequate personnel file  Emphasize on the comments made by previous employers and co-workers
  • 13. SELECTION OF PERSONNEL II. SCREENING OF STAFF - INTERVIEW The purpose of the interview is to obtain further information about the applicant, to give information, and to determine if the applicant qualifies for the position. INTERVIEWER: • Explains policies and procedures • Avoids chitchat • Avoids asking questions not related to the job • Concentrates on listening • Avoids giving clues
  • 14. SELECTION OF PERSONNEL II. SCREENING OF STAFF - INTERVIEW The purpose of the interview is to obtain further information about the applicant, to give information, and to determine if the applicant qualifies for the position. INTERVIEWER: • Not argumentative • Should avoid the “HALO EFFECT” – judgment based on appearances • Must undergo trainings • Observes the applicant
  • 15. SELECTION OF PERSONNEL II. SCREENING OF STAFF - INTERVIEW ASSESSMENT: - Name, position desired, interviewer’s name -Work history (abilities, task performed, job progressions) - Education (on-the-job training, professional organizations, continuing education) - Leadership and management
  • 16. SELECTION OF PERSONNEL II. SCREENING OF STAFF - INTERVIEW ASSESSMENT: - Community involvement - Peer relations - Poise, manners, interests *Open-ended questions [nondirective] *Close-ended questions [directive]
  • 17. SELECTION OF PERSONNEL II. SCREENING OF STAFF - INTERVIEW Open-ended Direct Self-appraisal FUNNEL TECHNIQUE Topics to explore Open-ended question Self-appraisal Direct question Professional What are your professional goals? How do you plan to accomplish those goals? What do you plan to be doing 5 years from now? GRID OF TOPICS
  • 18. SELECTION OF PERSONNEL II. SCREENING OF STAFF – INTERVIEW TYPES: - One-on-one interview - Serial interview  the applicant sees one person after another - Group interview  several interviewers at once - Stress interview  test an applicant’s reactions to stress - Reinterview
  • 19. SELECTION OF PERSONNEL II. SCREENING OF STAFF - TESTING  Personality and interest testing is sometimes done but does require a trained psychologist.  Ability tests are rarely used when hiring nurses.  In selecting management personnel, problem analysis, oral presentations and mock selection interviews are used.  Measures clerical and mechanical aptitudes, general intelligence, and mental perceptual, and psychomotor abilities.
  • 20. SELECTION OF PERSONNEL III. ORIENTATION A process of becoming familiar with a new environment and adapting well to it. Policies, regulations and job descriptions are communicated to the newly employed nurse.  In service education training programs may also be conducted to prepare the beginning nurse practitioner to assume bigger responsibilities.
  • 21. SELECTION OF PERSONNEL III. ORIENTATION A well-designed orientation program would include:  A tour of the physical facilities  Introduction to co-workers  Description of the organizational structure of the institution  Information on the philosophy, goals, policies and standards of the institution  Functions of the members of the health team
  • 22. SELECTION OF PERSONNEL IV. JOB DESCRIPTION  General tasks, or functions, and responsibilities of a position.  Education, qualifications or skills needed by the person in the job, or a salary range.  Usually narrative, but some may instead comprise a simple list of competencies.
  • 23. STAFF DEVELOPMENT INTRODUCTION Roles as a nurse manager in staff development:  Support the program  Review the goals and provide a budget for the activities  Participating in identifying the needs of the personnel **The quality of rendered nursing services can be further enhanced through attendance in continuing activities.
  • 24. STAFF DEVELOPMENT I. PRECEPTORSHIP • Gives the agency personnel an opportunity to evaluate students and determine if they are suitable candidates for employment. • Faculty facilitate, monitor, and evaluate student learning. • Provide real-life experiences for students before graduation • DISADVANTAGE?
  • 25. STAFF DEVELOPMENT II. MENTORSHIP • Preceptors are role models who may become mentors. • It is a nurturing relationship that cannot be forced. • The mentor is a resource person who supports the development of the young person through influence and promotion.
  • 26. STAFF DEVELOPMENT II. MENTORSHIP - PHASES • Mentor uses time and energy to nurture the mentee Invitational Questioning • Mentee experiences questioning of goals • Mentor helps to clarify goals and provides guidance • Mentor helps mentee to personalize learning and become aware of own strengths and uniqueness • Mentee is now prepared to be a mentor Transitional
  • 27. STAFF DEVELOPMENT III. CAREER PLANNING/MAPPING  Strategic plan for one’s career  Provides direction for formal education, experience, continuing education, professional associations, and networking.  Choosing an area of specialization, opportunities, and functional areas.
  • 28. STAFF DEVELOPMENT III. CAREER PLANNING/MAPPING CAREER PLANNING INCLUDESTHE FOLLOWING: Assessment of interests and skills Determining goals Developing a map Pursuing strategies to maintain the map
  • 29. STAFF DEVELOPMENT III. CAREER PLANNING/MAPPING  Curriculum Vitae  Professional goals  Education  Work Experience  Professional membership  Continuing education  Research  Publications  Résumé Concise history of education and experiences Updated periodically A cover letter should accompany a résumé to introduce the sender and explain the purpose for sending (Interest in a position)