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Download MBA HRM 4th Semester Human Resource Accounting Notes

Download MBA HRM (Human Resource Management) (Master of Business Administration) 4th Semester Human Resource Accounting Notes

This post was last modified on 14 March 2022

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UNIT ? I

The Non accounting of human resources and the change occurring

therein, of an organization may provide a poor picture of the profits

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and profitability of the organization.

Likert

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Objectives of the Study:

This unit aims to provide a basis for the conceptual framework of Human

Resource Accounting. An attempt is made to highlight the following aspects.

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Development of the Concept of HRA

An Historical Score Card

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Meaning and Definition of HRA

Importance

Objectives of Human Resource Accounting

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Limitations of Human Resource Accounting

HRA for managers & HR Professionals

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Investment in Human Resources

Quality of Work Force and Organizations Performance

Efficient use of Human Resource

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Enumerating the Assets

Calculating the Market Value of Assets

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Human Capital.




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INTRODUCTION

To ensure growth and development of any orgnisation, the efficiency of

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people must be augmented in the right perspective. Without human resources,


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the other resources cannot be operationally effective. The original health of the

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organization is indicated by the human behaviour variables, like group loyalty,

skill, motivation and capacity for effective interaction, communication and

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decision making.

Men, materials, machines, money and methods are the resources required

for an organization. These resources are broadly classified into two categories,

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viz., animate and inanimate (human and physical) resources. Men, otherwise

known as the human resources, are considered to be animate resources. Others,

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namely, materials, machines, money and methods are considered to be

inanimate or physical resources.

The success or otherwise of an organization depends on how best the

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scarce physical resources are utilized by the human resource. What is important

here is that the physical resources are being activated by the human resources as

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the physical resources cannot act on their own. Therefore, the efficient and

effective utilization of inanimate resources depends largely on the quality,

caliber, skills, perception and character of the people, that is, the human

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resources working in it. The term Human resource at macro level indicates the

sum of all the components such as skills, creative abilities, innovative thinking,

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intuition, imagination, knowledge and experience possessed by all the people.

An organization possessed with abundant physical resources may sometimes

miserably fail unless it has right people, human resources, to manage its affairs.

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Thus, the importance of human resources cannot be ignored. Unfortunately, till

now generally accepted system of accounting this important asset, viz., the

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human resources has not been evolved.

For a long period, the importance of human resource was not taken care

of seriously by the top management of organizations. Therefore, at this juncture,

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it becomes imperative to pay due attention on the proper development of such an



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important resource of an organization. Let us now concentrate our discussion on

the conceptual framework of the Human Resource Accounting.

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Development of the concept of Human Resource Accounting:



"Human Resource Accounting" is the offshoot of various research

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studies conducted in the areas of accounting and finance. Human resource is an

asset whose value gets appreciated over the period of time provided placed,

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applied and developed in the right direction. Till the recent past, organizations

took few efforts to assign monetary value to human resource in its accounting

practice. Behavioural scientists initiated efforts to develop appropriate

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methodology for finding out the value of human resource to the organization.

They were against the conventional accounting practice for its failure to value

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the human resource of an organization along with physical resources.

The traditional concept suggested that expenditure on human resource is

treated as a charge against revenue as it does not create any physical asset. At

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present there is a change in this concept and the expenses incurred on any asset

(as human resources) should be treated as capital expenditure as it yields

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benefits which can be derived for a long period of time and could be measured

in monetary terms.


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The following are the reasons why Human Resources Accounting has

been receiving so much attention in the recent years.

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Firstly, there is genuine need for reliable and complete management of

human resources.

Secondly, a traditional framework of Accounting is in the process to

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include a much broader set of measurement than was possible in the past.

The people are the most important assets of an organization but the value

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of this asset yet to appear in financial statements. It does not get included in

management information systems too. Conventional accounting of human


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resources took note of all expenses of Human capital formation which does not

seem to be correct or meeting the actual needs.

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Human Resource Accounting is the measurement of the cost and value

of people to the organization. It involves measuring costs incurred by the

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organizations to recruit, select, hire, train and develop employees and judge their

economic value to the organization.

Historical Score Card of Human Resource Accounting:

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The concept of considering the human beings as an asset is an old one.

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The importance which Emperor Akbar gave to the nine jewels (courtiers) is a

strong evidence for the same. The history of our freedom movement will not be

complete without mentioning the names of distinguished freedom fighters such

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as Shri Motilal Nehru, Mahatma Gandhi, Sardar Vallabh Bhai Patel and several

others but no effort was made to assign any monetary value to such individuals

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in the Balance Sheet of the Nation.



Sir William Petty was the pioneer in this direction. The first attempt to

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value the human beings in monetary terms was made by him in 1691. Petty

considered that labour was "the father of wealth and it must be included in any

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estimate of national wealth without fail. Further efforts were made by William

Far in 1853, Earnest Engle in 1883. The real work started only when

behavioural scientists vehemently criticized the conventional accounting

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practice of not valuing the human resources along with other resources. As a

result, accountants and economists realized the fact that an appropriate

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methodology has to be developed for finding the cost and value of the people to

the organization. For a long period of time, a number of experts have worked on

it and produced certain models for evaluating human resources. The important

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among them are Shultz, Flamholtz, Lav and Schwartz, and Kennath Sinclare.

Human Resource Accounting was first started with simple measures of

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trying to convert output data into contributions. When an HR programme had



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effected a change in the output especially for organizations operating on profit

basis, its value was determined by calculating the profit contribution.

Rensis Likert in the 1960s was the first to research in HR and

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emphasized the importance of strong pressures on the HR's qualitative variables

and on its benefits in the long-run. According to Likert's model, human variables

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can be divided into three categories: (i) causal variables; (ii) intervening

variables: and (iii) end-result variables. The interaction between the causal and

intervening variables affect the end-result variables by way of job satisfaction,

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costs, productivity and earnings.

Historically the first major systematic effort at evaluation was made by

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RG Barry Corporation of Columbus in 1967. Their annual report detailed the

inauguration of HRA procedures developed by the company to enable them to

report accurate estimates of the worth of the organization's human assets.

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Accumulated costs under the categories namely recruiting and acquisition;

formal training and familiarization; informal training and familiarization;

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experience; and development were accounted. Costs for the expected working

lives of individuals (or sometimes shorter periods) were amortized, and

unamortized costs (for example, when an individual left the company) were

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written off. That is, today, known as the Historical Cost Approach to employee

valuation. Improvement over the years has helped evolve other bases of

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valuation, which have been providing supplemental information.

Today they fall under three major categories namely replacement cost,

present value of future earnings and present value to the organization, i.e. profit

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contribution.



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The formation of a separate Ministry for human resources development

by Government of India with an initial outlay of Rs.l5OO crores infused a new

vigour into all human development programmes of the nation. Creating such

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portfolio by every company creates the necessity of accounting for the same.



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Human resources is one of the most valuable assets and needless to say that the

human beings co-ordinate the best of machines, men and money. Computers, of

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course, may challenge the human resources but computer is not a brain and it

simply carries out human commands. Therefore, Accounting for such human

resources is very essential for the organization.

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Meaning and Definition of Human Resource Accounting:

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The concept of human resource accounting can be better understood if

one goes through some of the important definitions given by the competent

authors in the accounting field.

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1. The American Accounting Society Committee on Human Resource

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Accounting defines it as follows:



"Human Resource Accounting is the process of identifying and

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measuring data about human resources and communicating this information to

interested parties." In simple terms, it is an extension of the accounting

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principles of matching costs and revenues and of organizing data to

communicate relevant information in financial terms.

2. Mr. Woodruff Jr. Vice President of R. G. Batty Corporation defines it

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as follows:



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"Human Resource Accounting is an attempt to identify and report

investments made in human resources of an organization that are presently not

accounted for in conventional accounting practice. Basically it is an information

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system that tells the management what changes over time are occurring to the

human resources of the business."

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3. M.N. Baker defines Human Resource Accounting as follows:

"Human resource accounting is the term applied by the accountancy profession

to quantify the cost and value of employees to their employing organization"

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4. Another management consultant Stephen Knauf has defined HRA as:

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"The measurement of quantification of human organization inputs such as

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recruitment, training, experience and commitment"



Thus, human resources accounting may be defined as, "a process of

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accounting which identifies, quantifies and measures human resources for the

use of management to cope up with the changes in its quantum and quality so

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that equilibrium could be achieved in between the required resources and the

provided human resources"

In short, human resource accounting is the art of valuing, recording and

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presenting systematically the worth of human resources in the books of account

of an organization. This definition brings out the following important

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characteristic features of human resource accounting:

1. Valuation of human resources

2. Recording the valuation in the books of account

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3. Disclosure of the information in the financial statements of the

business.

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Importance of Human Resource Accounting:



Human Resource Accounting provides useful information to the

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management, financial analysts and employees as stated below:

1.

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Human Resource Accounting helps the management in the Employment,

locating and utilization of human resources.

2.

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It helps in deciding the transfers, promotion, training and retrenchment

of human resources.

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3.

It provides a basis for planning of physical assets vis-?-vis human

resources.

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4.

It assists in evaluating the expenditure incurred for imparting further

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education and training in employees in terms of the benefits derived by the firm.

5.

It helps to identify the causes of high labour turnover at various levels

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and taking preventive measures to contain it.



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6.

It helps in locating the real cause for low return on investment, like

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improper or under-utilization of physical assets or human resource or both.

7.

It helps in understanding and assessing the inner strength of an

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organization and helps the management to steer the company well through most

adverse and unfavourable circumstances.

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8.

It provides valuable information for persons interested in making long

term investment in the firm.

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9.

It helps employees in improving their performance and bargaining

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power. It makes each of them to understand his contribution towards the

betterment of the firm vis-?-vis the expenditure incurred by the firm on him.

Objectives of Hunan Resources Accounting

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The aim of HRA is to depict the potential of HR in monetary terms,

while casting the organization's financial statements. The concept can be

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examined from two dimensions: (i) the investment in HR; and (ii) the value of

HR. The expenditure incurred for recruiting, staffing and training and

developing the HR quality is the investment in HR. The fruits of such

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investments are increased productivity and profit to the organization. The yield

that the investment generates is considered as the basis for HR value.

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Putting in a capsule the main objectives of HRA are to

Improve management by analyzing investment in HR

Consider people as its asset

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Attract and retain qualified people

Profile the organization in financial terms.

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The main objective of human resource accounting is to facilitate the

management to get information on the cost and value of human resources.

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Human resources accounting brings to light the quantum of human resources

and indicates the right control of conservation, depletion and appreciation of it

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in the right perspective. It provides data to the interested persons about the cost

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of human resources and correspondingly comparing it with the benefit obtained

out of its utilization.

The objective of HRA is not merely the recognition of the value of all

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resources used by the organization, but also includes the management of human

resource which will enhance the quantity and quality of goods and services. The

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basic objective of HRA is to facilitate the efficiency of human resource. It is

basically adopted to treat human resources as assets, to generate human data

about human resources, to assign value to human resources and to present

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human assets in the balance sheet.

The main objectives of a HR Accounting system are as follows:

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1. To furnish cost value information for making proper and effective

management decisions about acquiring, allocating, developing and

maintaining human resources in order to achieve cost effective

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organizational objectives.

2. To monitor effectively the use of human resources by the management.

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3. To have an analysis of the human asset i.e. , whether such assets are

conserved, depleted or appreciated.

4. To aid in the development of management principles, and proper

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decision making for the future by classifying financial consequences, of

various practices.

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5. In all, it facilitates valuation of human resources, recording the valuation

in the books of account and disclosure of the information in the financial

statement.

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6. Further, it is to help the organization in decision making in the following

areas:

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a) Direct Recruitment Vs promotion.

b) Transfer Vs. Retention.


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c) Retrenchment Vs. Retention

d) Impact on budgetary controls of human relations and organizational

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behaviour.

e) Decision on reallocation of plants, closing down existing units and

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developing overseas subsidiaries etc.

Limitations of Human Resource Accounting:

Human Resource Accounting is the term used to describe the accounting

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methods, system and techniques, which coupled with special knowledge and

ability, assist personnel management in the valuation of personnel in financial

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terms. It presumes that there is great difference among the personnel in their

knowledge, ability and motivation in the same organization as well as from

organization to organization. It means that some become liability too instead of

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being human assets. HRA facilitates decision making about the personnel i.e.,

either to keep or dispense with their services or to provide training. There are

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many limitations which make the management reluctant to introduce HRA.

Some of the attributes are:

i)

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There is no proper clear-cut and specific procedure or guidelines for

finding cost and value of human resources of an organization. The

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systems which are being adopted have certain drawbacks.

ii)

The period of existence of human resource is uncertain and hence

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valuing them under uncertainty in future seems to be unrealistic.

iii)

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There is a fear that HRA may dehumanise and manipulate

employees.

iv)

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For e.g., an employee with a comparatively low value may feel

discouraged and develop a complex which itself will affect his

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competency to work.



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v)

The much needed empirical evidence is yet to be found to support the

hypothesis that HRA as a tool of the management facilitates better

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and effective management of human resources.

vi)

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In what form and manner, their value to be included in the financial

statement is the question yet to be classified on which there is no

consensus in the accounting profession.

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vii)

As human resources are not capable of being owned, retained and

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utilized, unlike the physical assets, there is problem for the

management to treat them as assets in the strict sense.

viii) There is constant fear of opposition from the trade unions as placing

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a value on employees would make them claim rewards and

compensations based on such valuation.

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ix)

Another question is, on value being placed on human resources how

should it be amortized. Is the rate of amortization to be decreasing,

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constant or increasing? Should it be the same or different for

different categories of personnel?

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x)

In spite of all its significance and necessity, tax laws do not

recognize human beings as assets.

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xi)

There is no universally accepted method of human asset valuation.

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xii)

As far as our country is concerned human resource accounting is still

at the developmental stage. Much additional research is necessary for

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its effective application.

HRA for managers & HR Professionals:

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HR Professionals must perform a wide variety of functional roles. A

functional role is a specific set of tasks and expected output for a particular job.

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We will briefly discuss the roles played by two HR Professionals: the HR

Executive/ Manager and the HR Practitioners

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The HR Executive/Manager

The HR executive/manager has primary responsibility for all HR

activities. This person must integrate the HRD programs with the goals and

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strategies of the organization, and normally assumes a leadership role in the

executive development program, if one exists. The outputs of this role include

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long-range plans and strategies, policies, and budget allocation schedules.

One of the important tasks of the HR executive is to promote the value of

HRD as means of ensuring that organizational members have the competencies

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to meet current and future job demands. If senior managers do not understand

the value of HRD, it will be difficult for the HRD executive to get their

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commitment to HRD efforts and to justify the expenditure of funds during tough

times. Historically during financial difficulties, HRD programs and HRM has

been a major target of cost-cutting efforts. Unless the HR executive establishes a

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clear relationship between HRD expenditures and organizational effectiveness

(including profits), HRD programs will not receive the support they need.

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The role of the HR executive has become more important and visible as

organization make the necessary transition to a global economy. The immediate

challenge to HR executives is to redefine a new role for HRD during this period

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of unprecedented change.

According to Jack Bowsher, former director of education for IBM, when

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HRD executives "delve deeply into reengineering, quality improvement, and

strategic planning, they grasp the link between workforce learning and

performance on the one hand, and company performance and profitability on the

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other." The HRD executive is in an excellent position to establish credibility of

HRD programs and processes as tools for managing in todays challenging

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business environment.

As organization has adjusted to environmental challenges, the roles

played by HR professionals have changed. Based on the ASTD (American

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Society for Training and Development) study results, Pat Mclagan states that

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contemporary professionals perform nine distinct roles, which are described

below:

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1. The HR strategic adviser consults strategic decision makers on HRD issues

that directly affect the articulation of organization strategies and performance

goals. Output includes HR strategic plans and strategic planning education and

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training programs.

2. The HR systems designer and developer assist HR management in the

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design and development of HR systems that affect organization performance.

Outputs include HR program designs, intervention strategies, and

implementation of HR Programs.

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3. The organization change agent advises management in the design and

implementation of change strategies used in transforming organizations. The

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outputs include more efficient work teams, quality management, intervention

strategies, implementation, and change reports.

4. The organization design consultant advises management on work systems

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design and the efficient use of human resources. Outputs include intervention

strategies, alternative work designs, and implementation.

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5. The learning program specialist (or instructional designer) identifies

needs of the learner, develops and designs appropriate learning programs, and

prepares materials and other learning aids. Outputs include program objectives,

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lesson plans, and intervention strategies.

6. The instructor/facilitator presents materials and leads and facilitates

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structured learning experiences. Outputs include the selection of appropriate

instructional methods and techniques and the actual HRD program itself.

7. The individual development and career counselor assists individual

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employees in assessing their competencies and goals in order to develop a



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realistic career plan. Outputs include individual assessment sessions, workshop

facilitation, and career guidance.

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8. The performance consultant (or coach) advises line management on

appropriate interventions designed to improve individual and group

performance. Outputs include intervention strategies, coaching design, and

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implementation.

9. The researcher assesses HR practices and programs using appropriate

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statistical procedures to determine their overall effectiveness and communicates

the results to the organization. Outputs include research designs, research

findings, and recommendations and reports.

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Challenges to organizations and HR Professionals



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Many challenges face organizations as a new century unfolds before us

Michael Hitt and his colleagues have identified increasing globalization and the

technological revolution, in particular, the internet has a two primary factor that

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make for a new competitive landscape they suggest a number of actions that

organizations can take to address the uncertainty and turbulence in the external

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environments. These actions include developing employees skills, effectively

using new technology, developing new organizational structures and building

cultures that fosters learning and innovation. These obviously have a great deal

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to do with human resource development. We will add to and build upon that list

to present five challenges currently facing the field of HRD. These challenges

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include:



1. Changing workforce demographies

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2. Competing in a global economy

3. Eliminating the skills gap

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4. Meeting the need for lifelong individual learning

5. Facilitating organizational learning.


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Each of these challenges has potential impact on HRD.


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Though HRA has had its inception in the 1960s, it is an evolving

concept, which is still at nascent stage. Nonetheless, its relevance to

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organizations is immensely gaining ground. Armed with various measures and

figures, managers and firms can focus on decisions regarding investments in

areas of intellectual capital that will have the greatest payoff for the firm.

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Internally and externally, HRA would provide information to investors and other

staff, of the value of human resources, the returns on investments in training and

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development and also the link between HR interventions and financial results.

As a way to assess human capital, HRA represents a new way of thinking

strategically.

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Boudreau has noted that measures of HRA and benefits can serve a variety of

purposes. It acts as a catalyst for change. It tends to enhance the credibility of

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the HR functioning for it was not long back that this function was looked down

disdainfully as only a department to organize picnics for its staff. HRA also

helps persuade others to support investment in HR and also to improve the

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quality of HR decisions.

Change is taking place at the tremendous rate. To make it effective and in order

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to make the team, HR professionals need to develop the business skills of

strategic planning and process technology. And the first step towards the

sustainable growth is accounting HR in financial terms.

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Investment in Human Resources:



There is much debate as to whether the human resources of an

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organization can be considered as an asset and treated accordingly in the

accounting system. There are two schools of thought. One says that human

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resource is an asset and the other does not agree with this. Now let us see what is



15

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an asset? Asset is anything which is owned by the entity to derive service in

future and should have legally enforceable claim.


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As such there is no guarantee of deriving benefits from the existing

human resources in future and has no sales value like other assets. Therefore,

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legally, human resource is not an asset claims one school of thought. Besides,

company law also does not consider it as an asset.

But the other school is of the opinion that the "human resource is an

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asset". This school of thought puts forth two contentions in favour of its opinion

as follows:

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l) There is a legal ownership on the "human resource" which could in practice

prevent him from joining the other organizations unless properly relieved by

complying with some formalities like giving advance notice of resignation, etc.

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2) Uncertainty of deriving benefits is a common problem to all assets, not only

with the human resources. Deriving future benefit may be a big question mark in

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other assets too due to many factors. ,,Obsolescence may be the one.

3) Generally, an asset needs maintenance and development support from the

organization so as to derive benefits over a long period of time. Similarly,

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human resources as an asset also is in need of training and development in order

to maintain the service potential for the employer.

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4) R.L. Woodruf Junior observed that treating people as assets and accounting

them is logical and satisfactory to the expectation of the future economic

benefits.

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The above analysis supports the view that the human resource is an asset

as they are valuable resources to an organization and investments in such asset

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will help organization to improve.

Now, what is an investment?


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Any resource pressed into service for producing good and services is

called investments. Thus, investment refers to expenditure on new plant and

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16
machinery, capital equipments, physical construction of new buildings together

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with any change in the stock of goods produced. There are two basic

determinants of investment.

(i)

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The expected rate of profit which the business hopes to realize from

investment, and

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(ii)

The rate of interest.

The level of investment is guided by the level of expected profits. Firms will

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invest, only if it is profitable. Further an important cost associated with

investment is the cost of borrowing capital, which is the rate of interest. Of these

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two, the expected rate of profit is more influential than the rate of interest.

Cost of Hunan Resources

As human resource is considered as an asset, any expenditure incurred in

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the acquisition and accumulation of human resource will be treated as an

investment. Cost of human resources represents sacrifice that will have to be

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incurred today to acquire and develop people in future. The cost of human

resource otherwise called Historical cost of human resources is the investment in

human resources which has both Revenue (expense) and Capital (asset)

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components. This cost may be classified as follows:

1. Acquisition Cost

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2. Training (Development) Cost

3. Welfare Cost and

4. Other Costs

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Acquisition cost comprised the following costs:-

(i)

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Recruitment Cost

(ii)

Selection Cost

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(iii)

Placement Cost

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(iv)

Campus Interview Cost

Training (Development) cost includes the following:-

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17
(i)

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Formal Training Cost

(ii)

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On the Job Training Cost

(iii)

Special Training

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(iv)

Development Programmes

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Welfare Cost includes the following:-

(i)

Medical Expenditure

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(ii)

Canteen Expenditure

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(iii)

Specific and General Allowances

(iv)

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Children Welfare Expenses

(v)

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Other Welfare Expenditure

Other Costs include the following:-

(i)

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Safety Expenditure

(ii)

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Ex-gratia

(iii)

Multi-trade incentives

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(iv)

Rewarding Suggestions

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The following paragraphs give a detailed enumeration of the various costs

involved in the human resources accounting.

l. Acquisition Cost

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It refers to the costs incurred in acquiring the right man for the right job

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at the right time and in right quantity. It includes the expenses incurred on

recruitment, selection; entire cost is taken into consideration including those

who are not selected.

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a) Recruitment cost: It is the cost incurred to identify sources of human

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resources both from within and outside the organization. For example, cost of

recruiting materials, administrative expenses, advertising costs, agency fees,

recruiters salary and travel and outstation costs.

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18
b) Selection cost: It depends on several factors such as the type of personnel

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being recruited and the method of recruitment. The cost of selection depends on

the position for which a person is being selected. The higher the position, the

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greater is the selection cost. It includes cost of application blanks, administrative

cost of processing applications, conducting tests, interview, medical

examination and the Salaries, materials and consulting fees of the selectors.

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c) Placement cost: In deciding upon the placement, the individual's ability,

attitude, interest, temperament and aspirations are taken into consideration with

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reference to the job requirements. The cost of placement can be collected for the

purpose of human resource accounting.

2. Training and Development Cost:

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It refers to the sacrifice that must be made to train a person either to

provide the expected level of performance or to enrich the individual's skill.

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Training improves the productivity potential of both the individual and the

organization. The training cost includes the following:

a) Formal training cost: It refers to the cost incurred in conventional training for

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the orientation of an individual so that he can operate the work. The

remuneration to the training staff and the fixed cost of the training schools are

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essentially Human Resource Investment items.

b) On the job training cost: Once the employee is placed on the job, he must be

trained to do the job efficiently and effectively and in this regard the employee

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learns while he is on his job. In the process, the costs of mishandling the job, the

payments to the employee more than what he actually contributes are on the job

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training cost. Thus it is an Investment in Human Resource.

c) Special training cost: To achieve the performance standards sometimes

specific training programmes may be devised. Such training gets a distinct

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human resource to the organization. The costs of such training are called special

training costs fall under the human resource investment of the organization.

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19
d) Development progrornmes cost: Employees may be allowed to participate in

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a variety of development programmes to enrich their faculties. These

programmes may range from ordinary lectures to international conferences and

seminars. The participants have an opportunity to interact with other executives

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on national and international level. Such association involves cost such as

delegate fees, the travel cost, loss of output during the development programme

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etc. which are to be accounted for as a human resource investment.

3. Welfare Cost:

Management is after all creation and maintenance of an environment.

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Therefore, it is a vital function of an employer to provide an atmosphere to the

employees to perform their work in healthy, congenial climate conducive to

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good health and high morale. The expenses incurred for this purpose will

facilitate the employee to increase the quality of his civic life. These welfare

costs can be classified as follows:

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i) Welfare and amenities within the organization: Cr?ches, rest shelters and

canteens, latrines and urinals, washing and bathing facilities, drinking water and

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occupational safety etc. are the welfare facilities provided by the employer

within the organization.

ii) Welfare outside the organization: Social insurance measures, maternity

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benefit, medical facilities, education facilities, housing, recreational facilities,

holiday homes and leave travel facilities are some of the welfare measures

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provided outside the establishment.

4. Other Costs

There are some other costs which include expenditure on employee

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safety, ex-gratia, multi-trade incentives and others. In India, Factories Act 1948

has made statutory provisions with regard to employees' health, safety and

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welfare as follows:

I) Health of workers


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20
Cleanliness, Disposal of waste and effluents

Ventilation and temperature

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Dust and fumes

Artificial humidification

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Overcrowding

Lighting

Drinking water

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Latrines and urinals, spittoons etc.

II) Safety of the workers

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Fencing of machinery

Work on machinery in motion

Employment of young persons

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Casing of new machines

Hoists and lifts

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Lifting machines

Pressure plant

Protection of eyes, precautions against dangerous fumes

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Tests of stability, etc.

III) Welfare of the workers

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Washing facilities

Facilities for storing and drying clothing

Facilities for sitting

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First aid appliances

Canteens

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Cr?ches

Welfare Officers

Rate of Return on Human Resources

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21
The calculation of the rate of return on human resources is vital. When

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large amount of investment is made on human resource building by not

capitalizing such expenditure, the profits of the organization are understated.

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Rate of return can be used as a performance measure. The rate of return can be

calculated on the basis of the following premises:

a) Measurement of return on organization building.

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b) Measurement of return on organizational utilization.

In order to calculate return on investment, the changes in human

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resources must be calculated and recorded. To find out the changes in human

resources, the total investment in human resources must be calculated.

Measurement of Return on Organization building:

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When an investment is made in human resources, it is both for the

purpose of organization building and organization utilization. In regard to

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human resources investment for building the organization, the recruiting and

training costs of an individual and group of individuals must be calculated. Also

the orientation cost of building the personnel must be taken into account while

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making such calculations.

Measurement of Return on Organization utilization:

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Measurement of benefits obtained through utilization of human resources

must be done. Besides, the fulfillment of objectives by the utilization of human

resources must also be taken into account for the measurement of utilization.

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The clubbed result of measurement of organization building and

organizational utilization of human resources will provide return on Investment.

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Quality of Work Force and Organizations` Performance:



Work force refers to the employees in the organization in a collective

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form or a group. The quality of work force in the organization must be high, as

this force executes the work to achieve the organizational goals. If this work

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force experience a sense of frustration due to any factor such as low wages, poor



22

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working conditions, unfavourable terms of employment biased promotional

policies, poor training and bad treatment by their supervisors, the unfair

conditions of employment, inter personal conflicts, role conflict, job pressure

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etc, it cannot form a quality work force. The quality of work force results in

'high productivity'. For this, the employees in the organization should have high

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morale, participating tendency, innovative thinking and develop a work culture

to work for the common goal of the enterprise. This could be achieved only

when there is quality of work life.

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Tight work schedule, speed of machine, tight supervision and control by

supervisor and less social interaction, the limited scope of the job, short cycle of

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operations, lack of opportunity to exercise discretion and initiative, prevalence

of bureaucratic controls, oppressive supervision, poor working conditions etc.

will affect the quality of work life.

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Quality of Work Life (QWL)

Rapid technological advances and their applications in business have

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resulted in a situation in which employees have started developing the feeling of

powerlessness, meaninglessness, normlessness, social isolation and sell-

estrangement. Such a feeling may result into lesser increase in productivity. This

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forced the academicians and practitioners to see the workplace problems with a

different perspective, that is, social perspective which revealed that productivity

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of employees was not only affected by the type of technology but also by the

environment that prevailed at the workplace. This led to the emergence of

concept of quality of work life (QWL} during 1970s.

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Purposes of QWL:

Integrating the socio-psychological needs of people in the organization,

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the unique requirements of a particular technology, the structure and processes

of the organization and socio-cultural milieu are the purposes of QWL. From the


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23
shop floor, the concept of quality of work life spread to other parts of the

organization covering white-collar employees and even managerial personnel.

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What is Quality of Work Life (QWL)?

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Suttle has defined quality of work life as "the degree to which members

of a work organization are able to satisfy important personal needs through their

experiences in the organization".

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J. Richard and J. Lloyd define QWL as "the degree to which members of

a work organization are able to satisfy important personal needs through their

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experience in the organization".

It refers to favourableness or unfavourableness of a job environment for

people. Quality of work life improvement refers to any activity for greater

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organizational effectiveness through the enhancement of human dignity and

growth process through which the work force of the organization learn how to

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work together for betterment to determine for themselves what actions, changes

and improvements are desirable and workable.

Richard E. Walton refers to quality of work life in terms of eight broad

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conditions of employment which are also the measuring factors of QWL. They

are:

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i) Adequate and fair compensation.

ii) Safe and healthy working conditions.

iii) Opportunity to use and develop human capacities.

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iv) Opportunity for career growth.

v) Social integration in work force.

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vi) Constitutionalism in the work organization.

vii) Work and quality of life.

viii) Social relevance of work.

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What work force feels about the work place?



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24
The ,,Economic Times in December 1999 collected the views from top

level HR executives from Indian companies on the emerging workplace. The

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views expressed were as follows:

1. There would be more celebrations. Music, poetry, and art at work to provide

creative moments in between the lightening speed of work. People with high EQ

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levels would be valued far more than yesterday as coaches and facilitators

orchestrate the output of knowledge workers.

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2. People tomorrow would want and deserve a workplace free from anxiety and

stress, where each can contribute fully from their jobs and also get a satisfactory

growth in return.

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3. The new work use habits are going to be far more flexible, and individuals

will use technology more effectively so that they can find optimum balance

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between family and work. What teleworking will encourage is a focus on work

output and results rather than the time put as is the traditional model of a 9-5

office.

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4. People at work should have the option to exercise several choices operating

from home, virtual offices, flexible hours, and possibility of switching from a

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fast track to a slow track.

5. People not in the services sectors ? who therefore have to report to work ? can

look forward to more aesthetically appealing office spaces with technology

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enabling environment-friendly intelligent buildings which encourage the body

and mind to give their best.

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6. At the intellectual level, there would be a quantum jump in creativity and

innovation. Technology-enabled rich imagery, cross fertilization of ideas of

people from different cultures and magic of cyberspace would make break

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through ideas common place.



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25
7. The future workplace will buzz with words like openness, speed, teamwork

and quality: brilliant tomorrow where capability alone will rule, where

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demonstrated performance will mean for more than just a paper degree.

The role of HR personnel will be crucial to bring such changes. They

will create and sustain high performance cultures which retain talent and provide

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unique learning and growth.

How to improve the QWL?

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Observed from the above , the concept of quality of work life is to create

a climate at the workplace so that human ? technological - organizational

interface leads to a better quality of work life. Climate is a set of attributes

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specific to a particular organization that may be included from the way the

organization deals with its members. There are a number of factors involved in

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QWL, and these factors can be grouped in three categories: individual factors,

job factors, and organizational factors. The characteristics of these factors affect

the individual involvement in the job, his sense of competence which lead to job

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satisfaction and finally to job performance and productivity.

An individual in the organization wants to satisfy his needs while

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working. Depending on the nature of the individual, he may want equitable

financial package, employment benefits, job security, and interesting work,

involvement in decision-making process affecting him and his work, and getting

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proper feedback about his performance. If these factors are favourable, the

individual will feel job involvement and sense of competence, consequently job

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satisfaction and contribute positively. Therefore, in improving QWL, all these

factors have to be taken into account though there may not be any universal

phenomenon. The Human Resource manager has to take the following steps for

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maintaining high order of QWL:

1. Flexibility in Work Schedule. Employees want flexibility in work schedule.

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There may be three aspects of flexibility, viz., flexi time ? a system of flexible



26

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working hours, staggered working hours ? different time intervals for beginning

and end of working hours and compressed work-week ? more working hours per

day with lesser number of working days per week.

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2. Autonomous Work Group. Creation of autonomous work group helps in

creating positive feelings among employees. They may be given freedom to

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choose their own teams; there should be freedom of decision making regarding

the choice of methods for work distribution of tasks among group members and

designing of work schedules.

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3. Job Enrichment. Job enrichment attempts to design a job in such a way that

it becomes more interesting and challenging so that the worker makes meaning

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out of that. The degree of job enrichment determines the degree of QWL.

4. Opportunity for Growth. An employee, particularly the achievement-

oriented one, seeks growth through his work. If the work provides him

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opportunity for personal growth and to develop his personality, he will feel

committed to the-job and the organization.

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5. Providing stability of employment: Good pay and different alternative ways

of providing better wages and stability of emplo5rment will help the work force

to function better

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6. Participation. Participation in decision making, particularly on the matters

directly concerned with an individual's working, has an important bearing on his

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satisfaction and performance. Higher degree of participation increases the QWL

and overall organizational climate.

7. Recognition: Awarding and rewarding for their achievement, job enrichment,

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providing well furnished and decent work places, offering membership in

associations and in clubs, offering vacation trips etc., are the ways to recognize

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the employees.

8. Congenial relationship: Harmonious worker-manager relationship makes the

worker feel a sense of association and belongingness.

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27
9. Grievance procedure: when the organization allows the employees to

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express their grievances and represent their problems, their confidence in the

management improves.

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10. Occupational stress: Stress is a condition of strain on one's emotion. It

adversely affects employee's productivity. The HR manager has to identify and

minimize the stress.

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11. Organizational health programme: These programmes educate the

employees about health problems, means to maintain and improve health. This

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programme should also suggest physical exercise, diet control etc. Effective

implementation of these programmes result in reduction of hospitalization,

absenteeism, excessive job turnover, disability etc.

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12. Adequacy of resources: The enterprise must see that sufficient resources

are allocated towards achieving the objectives of QWL.

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13. Seniority and merit promotion Seniority is to be taken for promotion for

operating employees and merit is to be considered for advancement of

managerial personnel. The promotional policies and activities should be fair and

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Just for maintaining high order of QWL.

14. Communication. To make QWL effective two-way communication is

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necessary. Through the downward communication employees would receive

information about the various aspects of the organization, instructions about job

performance and other specific communication which may be relevant for them.

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Through upward communication, employees can share their views, grievances

and how to overcome these and suggestions for improving the work

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performance.

At this juncture, it is necessary to make a mention about the Quality

Circle and Task Force which are sometimes used interchangeably by mistake in

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place of QWL. The following few lines highlight the demarcation of these

terms.

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28
Quality Circles

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A quality circle is defined as a "self-governing group of workers with or

without their supervisors who voluntarily meet regularly to identify, analyze and

solve problems of their work field". This is not the same as "task force".

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Quality circles are formed for specific objectives, which are:

i) To develop, enhance and utilize human resources effectively.

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ii) To improve quality of product, productivity and reduce cost of production.

iii) To satisfy the worker's psychological needs for proper motivation.

iv) To improve supervisory skill.

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v) To make use of one's creative and innovative skill through participation for

effective achievement of objectives.

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Task force:

A task force is a group of most skilled employees selected and appointed

by management, engaged in various functions, with an orientation to problem

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solving.

Performance

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There is a general relationship between quality of work force and

performance. Greater the quality of work force, higher is the performance. What

is performance then? It is the process of functioning in a stipulated

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predetermined manner and achieving the expected results within its framework.

In simple terms, performance refers to the degree of accomplishment of the

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tasks that makes up an individual's job. It indicates how well an individual is

fulfilling the job demands. It is always measured in terms of results. For eg, a

student may exert himself a great deal but score poor marks or grade which

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reflects that his performance is poor.

But to understand really whether the performance is good or bad or

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whether it is positive or negative, it needs to be measured. The performance is to

be appraised to know how the employee has taken up his job or work. One's


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29
performance is measured on the basis of his achievement. It is a qualitative

consideration and when we say the employees are performing well, it means

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they are productive.

It can be generally measured based on the productivity. Productivity

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implies both effectiveness and efficiency. The effectiveness refers to the goal

accomplishment and efficiency evaluates the ratio of inputs consumed to output

achieved. The greater the output for a lower input used to get that output, results

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in greater efficiency. In addition to productivity, as measured in terms of

effectiveness and efficiency, performance also includes personal data such as

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measures of accidents, turnover, absence and tardiness. So, a good employee not

only performs well but also minimizes problems for the organization by going to

work on time, not absenting himself and minimizing the number of work related

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accidents. The employee does not cause any disruption apart from doing his job

efficiently.

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Efficient use of Human Resource:

The Human Resources of an organization represent one of its largest

investments. The term human resources at the macro level indicate the sum of

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all the components (like skill, creative ability) possessed by all the people.

Human resources at the organizational level include all the component resources

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of all employees from rank and file to top level management. So, it includes the

resource, of all people who contribute their services to the attainment of

organizational goals. Human resources play a crucial role in the development

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process of the present economy. It is often felt that though the exploitation of

natural resources, availability of physical and financial resources and

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international aid play prominent roles in the growth of modern economies, none

of these factors is more significant than efficient and committed manpower.

A country with abundance of physical resources will not benefit itself

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unless human resources make use of them. Only the human resources are



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30
responsible for making use of national resources and for the transformation of

traditional economies into modern and industrial economies. In the real sense,

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the values, attitudes, general orientation and quality of the people of a country

determine its economic development. The shift from manufacturing to service

and the increasing pace of technological advancement make human resources

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the crucial ingredient to the national well-being and growth.

The efficient use of human resources depends upon effective human

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resource management. HRM is an approach to the management of people based

on the following main principles:

First, human resources are the most important assets an organization has

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and their effective management is the key to success.

Second, this success is likely to be achieved if the personal policies and

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procedure of the enterprise are also linked with the achievement of corporate

objective and strategic plans.

Third, the corporate culture and the values, organizational climate and

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managerial behaviour that come out from the culture will exert a major influence

on the achievement of excellence. The culture must be managed in such a way

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that organizational value may have to be changed or reinforced and that

continuous effort starting from the top, will be required to get them accepted and

acted upon.

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Finally, HRM is concerned with integration - getting all the members of

the organization involved in the organizational practice and working together

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with a sense of common purpose to achieve the organizational goals.

It develops a specialized field in attempting to develop programmes,

policies and activities to promote the satisfaction of both individual and

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organizational needs, goals and objectives. Through human resource, it tries to

shape an appropriate corporate culture and introducing programmes which

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support the core values of the enterprise. The technique for the application of



31

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HRM will include many functions such as manpower planning, selection,

performance appraisal, salary administration, training and management

development. These will be overlaid by special programmes designed to

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improve communication systems, involvement, commitment and productivity.

In fact it aims at qualitatively improving the human beings in the organization

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who are considered as the most valuable assets of an enterprise.

According to Peters and Watennan, to achieve productivity through

people, it is essential to "treat them as adults, treat them as partners, treat them

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with dignity and treat them with respect". Both the managers and workers must

be persuaded to realize that they have a common objective and interest in

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increasing output. The following actions will be more fruitful to improve the use

human resources:

a. Conduct a productivity drive.

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b. Improve manpower budgeting and control techniques.

c. Introduce work measurement.

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d. Use appropriate payment method by results, bonus and profit-sharing

schemes.

e. Improve motivation.

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f. Involve employees in improvement programmes.

g. Introduce new technology.

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h. Negotiate appropriate productivity programme.

i. Introduce training programme based on an analysis of productivity needs.

The efficient use of human resources could be successfully planned only

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when the employees are made to understand the objectives of the organization,

plan to develop their own career in the organization which will make them more

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confident and involve them together as a quality workforce.

The efficient use of human resources must result in

- High productivity;

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32
- Development of skill and organizational commitment;

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- Career development;

Top management has to ensure that it is not sufficient to merely design

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the "technological sub-system" which includes work flow, information flow, job

roles, job relationships, task force policies, procedures and job feedback. They

must also consider "human sub-system" which includes organizational climate,

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level of motivation, high commitment participation, co-operation, satisfaction

with work environment, willingness to accept change, work group factors,

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human resource development and satisfaction with compensation, company

policies and procedures.

Enumerating the Assets:

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Until recently, Human Resource Management (HRM) activities have

commonly been evaluated in behavioral and statistical terms. In this competitive

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climate the need to evaluate HRM activities in economic terms is becoming

increasingly apparent. Developing such measures requires an inter- disciplinary

approach wherein information from accounting, finance, economics and

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behavioral science has to be incorporated and delivered in the language

understood by the business world.

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The next step is to transform generated data into the only language the

business world understands-Money.

The need to convert Human Resource Management (HRM) activities in

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economic terms has become vital in this competitive scenario. And truly enough

HR has also evolved wherein its functions of hiring, paying salaries,

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administration, benefits, developing and retaining employees, etc., have been

translated into quantitative terms in order to monitor results and facilitate

changes. And today the data that is collected as such is being converted to

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monetary values and thus the emergence of Human Resource Accounting

(HRA).

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33
According to the theory of accounting for HR propounded by Flamholtz

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EG (i) people are valuable resource of an enterprise and; (ii) information on the

investment and value of human resource is useful for internal and /or external

decision-making. According to the suggestions given by Brummer RL , a firm

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has to capitalize on its expenditure on HRM's functions namely recruitment,

selection, orientation, training and development of people and treat them as

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assets for the purpose of HRA. The amounts so capitalized can be shown in the

balance sheet as human assets as distinguished from physical assets.

When we refer to assets, we remember only two assets, viz, fixed assets

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and current assets. Fixed assets are valued at historical cost basis and current

asset at current price. But the growing awareness of the importance of

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intangibles is also reflected in accounting for assets. There is a widening gap

between the perceived value and the accounting value of the business. It

necessitated the accounting for intangibles and the accountants have handled

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several such areas of accounting the intangibles too.

The traditional "bricks and mortar" accounting is of little use in modern

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business where more than three fourths of value addition is derived from

knowledge, an intangible asset. For example, the accounting implications of

R and D have been examined and analysis on that has been referred in the

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financial statements by some of the foreign companies.

Earlier accounting theorists like Paten and Scott recognized human

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resource as an asset and commented that "in a business, well organized and loyal

personnel are more important asset than a stock of merchandise". Likert first

used the term "human asset accounting", which has been replaced by human

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resource accounting which demonstrates the weakness of traditional accounting

for not bringing human resource within its fold. The process of assigning

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numeric value to human resources can either be cost based or value based.



34

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The cost-based approach includes historical cost, replacement cost and

opportunity cost. This approach can be further sub-divided into two categories.

That is non-monetary and monetary. The non-monetary approach focuses on the

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organizational and behavioural variables which determine human resource

value. The monetary approach focuses on the revenue generation capacity of

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human resource and attaches a value figure accounting.



The exponents of human resource valuation models in most cases have

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not dealt with the mode of recording and disclosure of the accounting

information relating to human resources in the financial statements of the

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organization. It is left to the discretion of the accounting bodies that have yet to

develop a generally accepted basis for valuation, recording and disclosure of

human resource accounting information in the financial statements of an

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organization. In most cases, the human resource accounting information is given

in the form of supplementary information attached to the financial statements.

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Prof. N. Dasgupta has suggested in his total cost approach the following

mode for disclosure of human resources in the balance sheet of an organization.

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According to him, the human resources valued as per his model should be

shown both on the ,,assets as well as ,,liabilities sides of the balance sheet. On

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the assets side, it should be shown after the fixed assets as Human Assets

classified into two parts ? (i) value of individuals, (ii) value of firms

investment. On the ,,Liabilities side, it should be shown after the capital as

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Human Assets Capital by that amount at which it has been shown on the asset

side against ,,value of individuals. He has given the following example to

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clarify his point.

Example: A firm has started its business with a capital of Rs.10,00,000. It has

purchased fixed assets worth Rs.5,00,000 in cash. It has kept Rs.2,60,000 as

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working capital and incurred Rs.2,40,000 on recruiting, training and developing



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35
the engineers and few workers. The value of engineers and workers is assessed

at Rs.8,00,000.

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The above items will be shown in the balance sheet as follows:



BALANCE SHEET

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(INCLUDING HUMAN RESOURCES)

LIABILITIES

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Rs.

ASSETS

Rs.

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Capital

10,00,000

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Fixed Assets

5,00,000

Human Assets Capital

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8,00,000

Human Assets:

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(i) Individuals Value

8,00,000

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(ii) Value of Firms

Investments

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2,40,000

Current Assets

2,60,000

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18,00,000

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18,00,000


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Valuation of Human Assets

Valuation of human assets are the most important aspect of human

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resource accounting. A recent trend in todays corporate world is to measure the

value of intangible assets of the companies such as goodwill {valuation of

goodwill is quite old}, brands, patents, and now human assets. Consultants in

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HRM emphasize the need for valuation fo human assets. For example,

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Brian Friedman Human capital consultant with Arthur Anderson, views that "if

you treat human resources as your most valuable assets. "Before we go through

the mechanism of valuation go human assets, let us see the types of various

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human assets.

Types of human assets

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Human assets are in intangible form and are within the inside of human

resources.


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36
Therefore, there may be different ways in which these can he classified.

For example, Sumantra Ghoshal has classified these into three categories

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intellectual capital, social capital and emotional capital. Besides, there is recent

emphasis on spiritual capital. Let us briefly discuss these to identify how these

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contribute to individual effectiveness.

Intellectual capital.

The first element of the human capital is intellectual capital which can be

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defined at individual level as well as at organizational level.

At the individual level, it refers to his knowledge, skills and expertise. It

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may be in the form of specialized knowledge, tacit knowledge and skills,

cognitive complexity and learning capacity.

At the organizational level, intellectual capital consists of both the stock

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of knowledge, skills and expertise that members of the organization collectively

possess, and the knowledge and expertise that may be embedded in or owned by

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the organization including patents. Information technology based knowledge

systems, or specialized processes of work.

Ghoshal observes that "in the recent past, much management attention

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has been paid to this issue of intellectual capital, and rightly so. Knowledge

certainly in service industries like consulting, investment banking. IT services,

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consumer electronics, and electrical machinery.

Social capital

Social capital is derived from the network of relationships, both

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internally and externally. From organizations point of view, social capital

relates to structure, quality, and flexibility of the human networks which can be

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created through cohorts, joint departments and functions, long-term employment

and internal culture.

The other aspect of social capital is external-built on the relationships

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with external forces like customers, suppliers, government agencies, etc.



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37
however, building external relationships and working on these does not involve

taking undue advantages for furthering the interest of the organization. it is used

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in the context of trustworthiness.

Emotional capital

Emotional capital involves self-confidence, ambition, courage, risk-

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taking ability and resilience. It is reflected in what is described as a ,,can do

spirit. Individuals need self-confidence based on self-esteem, courage, and

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resilience to convert their kn0owledge and relationships into effective actions.

Organizations require high internal energy and an environment of pride,

trust, and openness to create a bias for speed and action in rapidly changing

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environment. In todays context, more companies are involved in developing

emotional quotient {EQ} as the individuals in an organization depend more on

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their emotional capital for effectiveness than their intelligence and technical

skills. Emotional capital helps in controlling such emotions as anger, hatred,

frustration, confusion, sadness, etc. which affect the job performance adversely.

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Further, it helps in reducing stress, a major problem of the modern

organizations.

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Spiritual capital

Spiritual capital is the recent development in the practice of human

resource management. First, it was intelligent quotient (IQ) followed by

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emotional quotient (EQ), and now has come spiritual quotient (SQ). Ullhas

Pagey, Director {HR and OD}, Aptech limited, views that "whereas with a high

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IQ you may get hired: with a high EQ, you get promoted. But this is a short ?

term perspective and long-term growth is linked to SQ. "spiritual capital is

assuming increasing values, ego, and approach to work match those of the

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organization. All these forms of human capital are not isolated rather these are

interrelated. Therefore, while measuring human capital, all these must be taken

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together. Human resource accounting makes attempt to measure this capital.



38

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Methods of valuation of human assets:

There are a number of methods suggested for the valuation of human

assets. Many of these methods are based on the valuation of physical and

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financial assets while others take into account human consideration. Major

methods of valuation of human asserts are historical cost, replacement cost,

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standard cost present value of future earnings and expected realizable value.

The major developments in HRA were started only during l96o's by

some of the organizations in USA. Of course, the first attempt to value the

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human being in monetary terms was made by William Potty who opined that

labour was the father of wealth and it must be taken into account while making

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an estimate of wealth. On scanning through literature, the approaches to HRA

can be broadly classified as follows:

a) Cost based approaches:

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i) Historical Cost

ii) Replacement Cost

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iii) Opportunity Cost

iv) Standard Cost

b) Monetary value based approaches:

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i) The Lev and Schwartz Model

ii) The Eric Flamholtz Model

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iii) Morse Model

c) Non- monetary value -based approaches:

i) Likert Model

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ii) The Flamholtz Model

iii) Ogan Model

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A. Cost Based Approaches:

i) Historical cost approach:

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39
Brumnet, Flamholtz and Pyle have developed this method. It is on the

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basis of actual cost incurred on human resources. Such a cost may be of two

types- acquisition cost and learning cost.

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Acquisition cost is the expense incurred on recruitment, selection; entire

cost is taken into consideration including those who are not selected.

Learning cost involves expenses incurred on training and development.

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This method is very simple in its application but it does not reflect the true value

of human assets. For example, an experienced employee may not require much

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training and therefore, his value may appear to be low though his real value is

much more than what is suggested by historical cost method.

Under this approach actual cost incurred towards recruitment, hiring,

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training and developing human resources of the organization are capitalized and

amortized over the future expected useful life of the human resources. Certain

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part of costs will be written off in proportion to the income of the future years

which those human resources will provide service.

When these human assets are prematurely liquidated, the amount not

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written off is charged to income of the year in which such liquidation takes

place.

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When the useful life of the human resource is considered to be longer

than originally expected, revisions are to be effected in the amortization

schedule. The historical cost of human resource is almost similar to the book

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value of the other physical assets. The additional costs incurred in training and

developing is capitalized and is amortized over the remaining working life of the

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employee. The unexpired value is investment in human assets.



ADVANTAGES

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1. Simple to understand and easily worked out.

2. Cost is related to revenue

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40
3. It enables to provide a basis for evaluating the companys returns on its

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investment in human resources.

DISADVANTAGES

1. It takes into account only acquisition costs and does not take into account

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his potentiality.

2. It is not clear when or up to how many years the amount should be

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amortized

3. Amount to be amortized is not fixed.

4. Capital cost decreases with amortization.

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ii) Replacement cost

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Rensis Likert & Eric G.Flamholtz propounded it. This is a measure of

cost to replace a firms existing human resources. Human Resources are to be

valued on the assumption that a new similar organization has to be created from

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scratch and the cost to the firm is calculated if the existing resources were

required to be replaced with other persons of equivalent talents and experience.

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It takes into account all costs involved in recruiting, hiring, training and

developing the replacement to the present level of efficiency.

As against historical cost methods which take into account the actual

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cost incurred on employees, replacement cost takes into account the notional

cost that may be required to acquire a new employee to replace the present one.

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Replacement cost is generally much higher than the historical cost. For example,

Friedman has estimated that the replacement cost of an executive in middle

management level is about 1.5 to 2 times the current salary paid in that position.

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Replacement cost is much better indicator of value of human assets

though it may present certain operational problems. For example, true

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replacement of a person may not be found easily with whose cost the valuation

is done.


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41
This approach is more realistic as it incorporates the current value of the

organizations human assets in its financial statements prepared at the end of the

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year. Costs incurred by an organization in replacing a terminated employee are

defined as replacement cost like the following ?

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a) Communication of job ability

b) Pre-employment administrative functions

c) Interviews

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d) Testing

e) Staff Meetings

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f) Travel Cost

g) Employment Medical Examination

LIMITATIONS

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1. There may be no similar replacement for certain existing assets.

2. The replacement value is affected by subjective considerations

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and therefore the value is likely to differ from one another.

3. It is against conventional accounting practice.

c) Opportunity cost method:

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Heckiman and Jones first advocated this approach. This is also known as

"Market Value Method". This method of measuring the value of human

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resources is based on the economists concept of ,,opportunity cost.

Opportunity cost is the value of an asset when there is an alternative

opportunity of using it. In this method there is no opportunity cost for those

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employees who are not scarce. As such only scarce people should form part of

the value of human resources. The employee is considered as scarce only when

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the employment in one division of an individual or group denies this kind of

talent to another division. Thus the opportunity cost of an employee in one

department is calculated on the basis of offer made by another department for

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the employees working in this department in the same organization.



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42
LIMITATIONS

1. The total valuation of human resource on the competitive bid price may

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be misleading and inaccurate. A person may be a valuable person for the

department in which he is working and may have a lower price in the bid

by other departments.

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2. Only scare employees are included in this method and as a result unscare

employees may lose their morale, as they are not counted.

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3. It would be difficult to identify the alternative use of an employee in the

organization.

iv) Standard cost Method.

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David Watson has suggested this approach. Instead of using historical or

replacement cost, many companies use standard cost for the valuation of human

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assets just as it is used for physical and financial assets. For using standard cost,

employees of an organization are categorized into different groups based on

their hierarchical positions.

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Standard cost is fixed for each category of employees and their value is

calculated. This method is simple but does not take into account differences in

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employees put in the same group. In many cases, these differences may be quite

vital.

According to this approach, standard costs of recruiting, hiring, training

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and developing per grade of employees are determined year after year. The

standard cost so arrived at for all human beings employed in the organization are

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the value of human resources for accounting purposes.

The approach is easy to explain and can work as a suitable basis for

control purposes through the technique of variance analysis. However,

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determination of the standard cost for each grade of employee is a ticklish issue.

b) Monetary value based approaches:

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43
According to this approach, the value of human resources of an

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organization is determined according to their present value to the organization.

For determination of the present value, a number of valuation models have been

developed. Some of the important models are as follows ?

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In this method the future earnings of various groups of employees are

estimated up to the age of their retirement and are discounted at a predetermined

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rate to obtain the present value of future earnings used in the case of financial

assets. It is the present value of future earnings. To determine this value, the

organization establishes what an employees future contribution is worth to it

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today. That contribution can be measured by its cost or by the wages the

organization will pay the employee. The organization does not benefit by

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monitoring the efficiency of its investment in employee development because

the investment has little or no impact on the present valuation of future earnings.

The Lev and Schwartz Model (Present value of future earnings method)

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This model has been developed by Lav and Schwartz (1971). According

to this model, the value of human resources is ascertained as follows ?

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1. All employees are classified in specific groups according to their age and

skill.

2. Average annual earnings are determined for various ranges of age.

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3. The total earnings which each group will get upto retirement age are

calculated.

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4. The total earnings calculated as above are discounted at the rate of cost

of capital. The value thus arrived at will be the value of human

resources/assets.

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5. The following formula has been suggested for calculating the value of an

employee according to this model ?

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Where, V = the value of an individual r years old.




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= the individuals annual earnings upto the retirement



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44




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t = retirement age




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r = present age of the employee



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R = discount rate

Disadvantages

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1. This model implies that the future work condition of the employee will

not change over the span of his working life, but will remain the same as

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at present.

2. The approach does not take into account the possibility that the

employee will withdraw from the organization prior to his death or

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retirement. It is therefore not realistic.

3. It ignores the variable of thee career movement of the employee within

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the organization. An engineer will be an engineer throughout his career

in the organization.

4. It does not take into account the role changes of employees. A Personnel

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Manager may become Chief Legal Officer.

However, this method does not give correct value of human assets as it

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does not measure their contributions to achieving organizational effectiveness.

SCARPELLO & THEEKE (1989)

"At the theoretical level, HRA is an interesting concept. If human resource value

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could be measured, the knowledge of that value could be used for internal

management and external investor decision-making. However, until HRA

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advocates demonstrate a valid and generalizable means for measuring human

resource value in monetary terms, we are compelled to recommend that

researchers abandon future consideration of possible benefits from HRA.

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Flamholtz Model (Reward Valuation method)

This model has been suggested by Flamholtz (1971). This is an

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improvement on ,,present value of future earnings model since it takes into

consideration the possibility or probability or an employees movement from


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45
one role to another in his career and also of his leaving the firm earlier, that his

death or retirement.

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According to this model, the ultimate measure of an individuals value to an

organization is his expected realizable value. Expected realizable value is based

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on the assumption that there is no direct relationship between cost incurred on

an individual and his value to the organization at a particular point of time. An

individuals value to the organization can be defined as the present worth of set

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of future services that the expected to provide during the period he remains in

the organization.

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Flamholtz has given the variables affecting an individuals expected

value {IERV}: individual conditional values and his likelihood of remaining in

the organization. The former is function of the individuals abilities and

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activation level, while the later is a function of such variables as job satisfaction,

commitment, motivation and other factors.

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The model suggests a five-step approach for this purpose ?

1. Determination of the period for which a person is expected to serve the

organization.

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2. Identification of ,,service states (i.e. roles or posts) that the employee

might occupy during his service career including the possibility of his

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quitting the organization.

3. Estimation of the value derived by the organization when a person

occupies a particular position. Such value can be determined either by

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multiplying the price of the services with the quantity of the services to

be rendered or the income expected to be derived from the services to be

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rendered.

4. The total value of the services derived by the organization by different

employees or group of employees is determined. The value thus arrived

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46
is discounted at a predetermined rate to get the present value of human

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resources.

Limitations

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The model suffers from nearly all the drawbacks from which the present

value of future earnings models suffers. Moreover, It is difficult to obtain

reliable data for determining the value derived by an organization during the

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period a person occupies a particular position. The model also ignores the fact

that individuals operating in a group may have a higher value for the

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organization as compared to individuals working independently.

Morse Model (Net Benefit Model)

This approach has been suggested by Morse (1973). According to this

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approach, the value of human resources is equivalent to the present value of net

benefits derived by the organization from the service of its employees. The

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method involves the following steps ?

1. The gross value of services to be rendered in future by the employees in

their individual as well as their collective capacity is determined.

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2. The value of future payments (both direct and indirect) to the employees

is determined.

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3. The excess of the value of future human resources (as per 1 above) over

the value of future payments (as per 2 above) is ascertained. This, as a

matter of fact, represents the net benefit to the organization on account of

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human resources.

4. The present value of the net benefit is determined by applying a

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predetermined discount rate (generally the cost of capital). This amount

represents the value of human resources to the organization.

c) Non- monetary value -based approaches:

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47
Pekin Ogan (Certainity Equivalent Net Benefit Model)

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This approach has been suggested by Pekin Ogan(1976). This, as a

matter of fact, is an ext4nsion of "net benefit approach" as suggested by Morse.

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According to this approach, the certainty with which the net benefits in future

will accrue should also be taken into account, while determining the value of

human resources. The approach requires determination of the following ?

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1. Net benefit from each employee as explained under ,,net benefit

approach.

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2. Certainty factor at which the benefits will be available

3. The net benefits from all employees multiplied by their certainty factor

will give certainty equivalent net benefits. This will be the value of

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human resources of the organization.



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S.K. Chakraborthy Model (Aggregate payment approach)

Indian author Prof. S.K. Chakraborty in 1976 advocated this model. He

has valued the human resources in aggregate and not on an individual basis. He

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suggested that managerial and non managerial man power can be evaluated

separately. The value of human resource on a collective or group basis can be is

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multiplied by the average tenure of employment of the employees in that group

and is the investment in human resource.

The average annual salary payments for the next few years could be

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found out from the salary grade structure and promotion schemes of the

enterprise. The recruitment, including selection, development and training costs

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of each employee could be recorded separately and considered as deferred

revenue expenditure to be written off over the expected average tenure of the

employee in the organisation. The deferred portion should be shown in the

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financial statement of the organisation.



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48
In case of permanent exit on account of death, retrenchment etc. then the

balance on the deferred revenue account of that year of that person should be

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written off against the income in the year of exit itself.

For the purpose of finding the present value of estimated payments the

expected average after tax return on capital employed over the average tenure

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period should be taken as the discount rate.

As for disclosure of accounting information on human resources as an

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asset, he has suggested to include human assets under investments in the

'financial statement' of the organisation. He is not for taking it as 'fixed assets' as

it will cause problems of depreciation, capital gains or losses upon exit etc.;

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neither it could be taken as 'current asset' as it will not be in conformity with the

general meaning of the term.

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Human Capital

LPG - Liberalization, Privatization and Globalization all over the world,

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has created the need for quality products and quality service. It in turn

necessitated organizations to compete with one another to improve the quality

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and device cost reduction measures to exist in the industry. That could be done

only with the development of human capital which is evidenced by the rapid

economic growth of Japan and other East Asian countries. The investment in

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human capital cannot be easily measured as it differs from one person to

another.

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Basically, when we talk of human capital it refers to the human

knowledge, their inner capabilities and creativity. The development of

technology cannot be fully utilized without knowledge and skill. The

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capabilities of the human capital in relation to the needs of the organization

should be improved by creating a climate in which the human knowledge, skill,

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capabilities and creativity can be developed. How do we develop our human



49

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capital and put it to optimum use is the challenge faced by the present day

corporate sector. Technological improvements, business strategies, quality

concerns etc., will have no meaning without people (human capital). So it is

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people who make all the difference.

People and their development only can meet the needs of globalization

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and liberalization. The human capital available in the organization should be

rightly assessed and developed through motivation, training and perceptional

needs of the organization. Only then, the organizational goals can be achieved

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and can continue to be a market contributor in the field of competition. The

computer technology offers greater precision but demands different skills. The

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owners (personnel) of these new skills are both technically educated and trained

on the job. It is the human capital which should be rightly invented for the

qualitative improvement of human beings who are considered the most valuable

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asset of an organization.

Thus, the Human capital refers to the basic skill, capabilities, the

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perception, know-how and expertise. Every individual has certain skills and

understanding. The education one has undergone should help him to develop

knowledge in general. Till one gets basic employment he is not keen on

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planning his future and there is uncertainty. This is normal in most of the cases

except a few. As one is placed in an organization in some position, he starts to

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look for elevation. The organization too would tap his basic skill and capabilities

and divert them to achieve the goals of the organization and in the process it

attempts to develop his basic skill through proper training, motivation and

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direction. The human capital is rightly put through for effective functioning,

right decision making and career development. In all these it creates value to the

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organization and makes it more stable in the competitive environment.

At last, the clich? ,,people are our most important resource' has actually

come to mean something. Today more than ever the management realizes that

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50
the most effective asset in an organization is its people. In fact it is obsolete to

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say people are the most important asset, rather they are the only dynamic asset.

Nothing happens without people-money, equipment, technology..... nothing

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means anything without a human to act. Hence, the management has slowly

realized the importance which in turn has edged Human Resource (HR) from the

background into mainstream organizational strategies. Having moved to the

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center stage is not the end. It has to sustain its stand and move even further and

for that to happen HR must learn the language of organizations and

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management, i.e. it has to talk in quantitative and objective terms. Time and

again, every manager has always stated 'You can't manage what you can't

measure'. Organizations are managed with quantitative data. Today, HR has also

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got into the game. It has learned the terminology of the organization's financial

statement and has begun to contribute in this area. Universally, HR is emerging

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as a front line strategic player.

Every organization has its eye on the bottom line-profit and all the units

work to demonstrate their contribution to service, quality and performance. It is

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to be remembered that every unit affects business results and every function is a

value-adding operation. Hence, it is imperative to be able to measure this

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contribution objectively.



An organization uses HRA Asset models when it focuses on assessing its

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investment in the human capital. In contrast organizations that intend to measure

the economic effects of employee's behavior tend to utilize the HRA Expense

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models. This has led HR to finally attempt to account for an organization's

intellectual capital.

Intellectual Capital

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Tangible assets can be easily valued. How does one evaluate intangible

assets such as creativity, service standards etc., Intellectual capital such as

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knowledge, skill, information, experience etc, which helps create wealth that



51

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can't be easily assigned a price? To date, there is no clear agreement in the

accounting profession about how to account for them.

Yet the role of intangible assets such as brand names, intellectual capital,

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patents etc., in their contribution to increase the amount of wealth in firms can't

be ignored. The shift to a knowledge-based economy has created entirely

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different categories of assets, popularly known as "soft assets that are not

recognized in financial statements".

Valuing Intellectual Capital

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Human Capital, Structural Capital and Customer Capital comprise of a

company's Intellectual Capital. Even though all the three are intangible, they can

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be measured and targeted for investment.

Human capital represents knowledge, skills and capability to provide

solutions to problems that customers think are important. Enabling human

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capital requires other structures such as software manuals, customer files etc.

Customer capital is the value of an organization's relationship with whom it does

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business including suppliers. HR professionals have always been trying to

develop measures to value human capital. Some of the measures utilized are:

Measures of Innovation

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Genuine innovation always commands a premium. All companies are

always striving to be different from the other and to stand out from the rest. In

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this endeavor, new products, ideas, and strategies are the order of the day and

now companies are [earning to assess this aspect of creativity in the language it

well understands, that is the language of finance.

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Measuring Employees' Attitude

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Above all it is only employees' attitude about the job and the company,

which gets reflected in their behavior towards the customers. That behavior in

turn translates into customers 'retention, recommendations and loyalty, which in

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52
turn get reflected in financial performance. Hence, behaviors and attitudes that

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affect performance are being measured. Some of the attitudes measured are

satisfaction, locus of control, organizational involvement and commitment, and

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motivation: and the behaviors often measured are performance, adjustment,

absence or illness and voluntary turnover.

Measures of Tenure, Turnover, Absenteeism, Experience and learning

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These indices that comprise of a company's inventory of knowledge

workers need to be quantified. Quantifying tenure, turnover, absenteeism and

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experience is quite simple when compared to learning. Turnover normally

represents a substantial cost to business. In measuring turnover, an organization

has to consider three major, separate cost categories: Separation costs,

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replacement costs and training costs. In addition, the difference in currency-

valued performance between those leaving and their replacements should also be

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considered.

Similarly, the rate of absenteeism is first calculated and then the cost of

absenteeism can be estimated using set formulae and procedures. This cost

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would include employee-hours lost, supervisory hours lost, all other costs

incidental to absenteeism, compensation, benefits, etc.

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Structural Capital Measures

Sharing, transporting and enabling human capital require other structures

or organizational capabilities. Structural capital consists of everything that

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remains when the employees go home namely, databases, customer files,

software manuals, trademarks and organizational structures. In order to find out

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if a company's systems are helping or hindering its employees to perform to

their optimal level measures such as production-to market time, suggestions

versus implementation, databases at estimated costs, etc., are accounted.

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Customer Satisfaction Measures



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53
There are many objective ways to measure customer satisfaction. Some

of the common measures are customer retention rare, brand equity and customer

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satisfaction. Then customer satisfaction is linked to performance management

for individual employees it can generate helpful data for the 360 degree

feedback of employees.

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Earlier for HR programs it was sufficient just to collect data and

calculate the cause and effect of those programs. Today, the ultimate aim is to

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evaluate not the return on investment and business impact but also to be able to

convert these data into monetary values and compare them with the HR's fully

loaded costs.

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Books for Reference:

1. Human Resource Management and Accounting, R.P. Gupta.

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2. Advanced Accountancy, S.N. Maheshwari & S.K. Maheshwari.

3. Human Resource Development-Conceptual Analysis and

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Strategies, R. Jayagopal.

4. Human Resource Management, S.S. Khanka


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54
5. Personnel / Human Resource Management (Text, Cases and

Games): P. Subbarao & V.S.P. Rao.

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6. Personnel / Human Resource Management: A.R. Sharma.



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QUESTIONS

1. Define ,,human resource accounting.
2. Explain the objectives of Human Resource Accounting.

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3. Briefly explain the development of the concept of HRA.
4. Give an account of historical score card if human resource of

accounting.

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5. Explain the importance of human resource accounting.
6. Explain the limitations of human resource accounting.
7. Briefly explain the various concepts of investment in HRA.


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55
8. What is quality of work life? Explain how to improve the quality of

work life.

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9. Explain the various methods of valuation of human assets.
10. What is spiritual capital?
11. What is emotional capital?
12. What is social capital?

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13. What is intellectual capital?
14. Explain the various types of human assets.
15. What is human capital?


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56

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UNIT - II

HUMAN RESOURCE PLANNING & ACCOUNTING


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Human Resource Planning ? Human Capital investment ? Expenditure Vs.

Productivity ? Training Human Capital & Productivity ? Human Resource

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Accounting ? Measurement of Human Value addition into Money value ?

objective of Human Resources Accounting ? Approaches to Human Resource

Accounting.

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Most people live ? Whether physically, intellectually or morally ? in a very

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restricted circle of their potential being. We all have reservoirs of life to draw

upon, which we do not dream.


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W. James.


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2.1 INTRODUCTION

The most valuable input in an organization is the human element. The most

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valuable of all capital is that invested in human beings. Organizations are

composed of people and the people are the most precious of the gamut of assets

owned.

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Loose one extra ? ordinary player of a team and who will replace him/her? How

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much time will pass before the organization to require the know-how, drive and

the strength diffused by his/her presence amongst the team members? A healthy

organization not only aims at the designation but also how to step forward and

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with whom to proceed.

The importance of sustained manpower is evident from the famous saying:

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If you wish to plan for a year, Cultivate flowers' ;,

If you wish to plan for ten years, Plant trees';,

If you wish to plan for eternity, Develop men'.

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57
Hence, in the process of managing an organization, human resources are not to

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be neglected, with all-out attention towards financial resources (like money and

credit), physical resources (like land, building, machinery). The only living

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resource, the human resource, need to be planned, procured, nourished

possessed and productivity ? oriented. The growing importance of this vital

resource has pooled the attention researches to develop accounting systems.

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2.2 HUMAN RESOURCE PLANNING

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2.2.1 Meaning and definition

Human resource planning (HRP) is a forward-looking function. It occupies a

pivot place in successful human resource management programme. To ensure

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that people are available to extend their willing hands towards the development

endeavours of an organization, organizations engage in human resource

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planning.



In simple terms, human resource planning means:-

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The process by which and organization ensures that it has the right number and

kind of people, at the right places, at the right time, capable of affectively and

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efficiently completing those tasks that will help the organization to achieve its

overall objectives.


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Objectives are translated into the need of the work force to attain through human

resource planning. Without such plan the requirement estimation is not

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systematic, rather a mere guesswork.



According to Dale S. Beach. "Human resource planning is a process of

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determining and assuring that the organization will have an adequate number of

qualified persons, available at proper times, performing jobs which meet the

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58
needs of the enterprise and which provide satisfaction for the individuals

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involved."



Manpower planning is a continuous process. It cannot be rigid or static. It is

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amenable to modifications, review and adjustments, in accordance with the

needs of the organization or the changing circumstances. In the words of

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Coleman, " Manpower planning is the process of determining manpower

requirements and the means for meeting those requirements in order to carry

out the integrated plan of the organization."

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2.2.2 OBJECTIVES OF HUMAN RESOURCE PLANNING.

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The basic purpose of having a human resource plan is to have an accurate

estimate of the number of employees required, with matching skill to meet

organizational objectives. It provides information about the manner in which

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existing personnel are employed, the kind of skills required for different

categories of jobs and human resource requirements over a period of time in

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relation to organizational objectives. It would also give an indication of the lead

time that is available to select and train the required number of additional

manpower.

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More specifically; HR planning is required to meet the following objectives:



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Forecast personnel requirements: HR planning is essential to

determine the future manpower needs in a organization. In the absence of

such a plan, it would be difficult to have the services of right kind of

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people at the right time.

Cope with changes: HR planning is required to cope with changes in

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market conditions, technology, products and government regulations in

an effective way. These changes may often require the services of people


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59
with the requisite technical knowledge and training. In the absence of an

HR plan, we may not be in a position to enlist their services in time.

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Use existing manpower productively: By keeping an inventory of

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existing personnel in an enterprise by skill, level, training, educational

qualifications, work experience, it will be possible to utilize the existing

resources more usefully in relation to the job requirements. This also

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helps in decreasing wage and salary costs in the long run.



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Promote employees in a systematic manner: HR planning provides

useful information on the basis of which management decides on the

promotion of eligible personnel in the organization. In the absence of an

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HR plan, it may be difficult to ensure regular promotions to competent

people on a justifiable basis.

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2.2.3 HUMAN RESOURCE PLANNING PROCESS

Human Resource Planning consists of the following areas:

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1. Analyzing organizational plans.

2. Demand Forecasting ? Forecasting the overall human resource

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requirements in accordance with the organizational plans.

3. Supply Forecasting ? Obtaining the data and information about the

present inventory of human resources and forecast the future changes in

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present human resource inventory.

4. Estimating the net human resource requirements.

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5. In case of future surplus, plan for redeployment, retrenchment and lay

off.

6. In case of future deficit, forecast the future supply of human resources

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from all sources with reference to plans of other companies.



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60
7. Plan for recruitment, development and internal mobility in future supply

is more than of equal to net human resource requirements.

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8. Plan to modify or adjust the organizational plan if future supply will be

inadequate with reference to future net requirements.

The eight steps of human resource planning are depicted in the figure in the

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order mentioned above. But the same order need not be followed in the actual

planning process, as the steps are independent.

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Human Resources Planning Model:


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Adjust or Modify the Organsational Plans 10

Org anizational (1)

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Objectives, Plans and

Programmes


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Control &

Present

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Review Mechanism



Programmes

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Demand Forecast (2)

Supply Forecast (3)

Net Human Resource (4)

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Resou

Present Inventory

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Minus

rce Requirements

Requirements for Future

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Skill wise, Value wise

Of Human Resources

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Skill-Knowledge

Knowledge wise etc.

Additions-Losses-Skill wise

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Value wise



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Knowledge wise etc.




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Shortage of Future (7)

Forecast the Future (9)

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Surplus of Future

Available Human

Supply

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(5)



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Of Human Resources

Available Human

Resource

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In all the Sources If Supply

Resources within

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The Organization

is Inadequate

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Within the Organization

8

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6


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Recruitment

Training

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Development

Internal Mobility

Re

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development

Retrenchment/

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Redundancy




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61

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2.2.4. Benefits of HRP

Effective manpower planning provides adequate lead time for the procurement

and training of employees. It is all the more crucial because the lead time for

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procuring personnel is a time consuming process and in certain cases, one may

not always get the requisite type of personnel needed for the job. Non-

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availability of suitable manpower may result in postponement of delays in

executing new projects and expansion programmes, which ultimately lead to

lower efficiency and productivity. To overcome this an organization must plan

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out its manpower requirements well in advance, so that it can compete

effectively with its competitors in the market.

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Manpower planning is an important tool of human Resources Management as it

help in the following ways.


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1. Manpower planning results in reduced labour costs as it helps management

to anticipate shortages and/or surpluses of manpower and correct these

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imbalances before they become unmanageable and expensive.

2. It is a better basis for planning employee development that is designed to

make optimum use of workers skills within organization.

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3. It enables indemnification of the gaps of the existing manpower so that

corrective training could be imparted. Thus, the training programme

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becomes more effective.

4. It leads to improvement in the overall business planning process.

5. It helps in to formulating managerial succession plan as a part of the

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replacement planning process which is necessitated when job-change plans

for managers are formulated. Besides this exercise would provide enough

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lead-time for identifying and developing managers to move up the corporate

ladder.


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62
6. It leads to a greater awareness of the importance of sound manpower

management throughout the organization.

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7. It serves as a tool to evaluate the effect of alternative manpower actions and

policies.

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2.2.5 RESPONSIBILITY FOR HRP


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Executives at higher level are responsible for HR planning as it is an important

factor to steer the organization move in the path of success. Prof. Geisler has

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outlined the responsibilities of the HR Department in respect of HR planning as

under :

a)

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Assist and counsel operating managers to plan and set objectieves.

b)

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Collect and summaries manpower data keeping long-run objectives

and broad organizational interests in mind.

c)

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Monitor and measure performance against the plan and keep top

management informed about it.

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d)

Provide proper research base for effective man-power and

organizational planning.

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2.2.6 Effective HR Planning :

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Krishna Swamy in his study "Manpower Planning Practices in Indian

Manufacturing organizations" has examined 45 companies of different

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categories and found that scant attention is plaid towards human resource

planning. Most of the Indian organizations. Do not have adequate information

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on human resources.




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63
There are unpredictable external influences like changes in labour market

conditions, technology, market conditions, economic cycles, changes in social

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and economic values, political changes etc., In such a scenario, forecasting of

manpower is a touch task. However to make HR planning effective the

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following guidelines can be followed :



(a) HR Plan must fit in with the over all objectives of the organization

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keeping in view the various aspects of the human side of the enterprise.

(b) The plan should enjoy consistent support from top management.

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(c) The Organization can develop on up-to-date employee shills inventory.

Mark analysis is an approach to forecast the internal supply of man

power, tracking past records & personnel movements; may be adopted

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for preparing manpower inventory.

(d) Human resource information system may be developed and data regards

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individual demographics, career progression, appraisals, skills, interests,

training, target positions performance rating, geographic performance,

promo ability ratings may be computerized.

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(e) In large organization, a separate HR Planning division may be created to

look after the plans for requirement, promotion and retention of human

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resources.

Systematically executed HRP can be a good means for achieving greater

effectiveness.

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64
2.3

HUMAN CAPITAL INVESTMENT

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2.3.1 Human Capital Structure


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Just like financial capital structure, which consist of various types of capital, the

human capital structure consist of various types of employees employed in an

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organization. The types of employees may be executives, supervisory, artisans,

clerical and skilled-staff or semi-skilled staff. The composition and proportion

of various types of employees play an important role in the development of an

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organization.



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People are the greatest asset the only real difference between one organization

and the other is the performance of the people. The survival, development and

performance of an organization depends heavily upon the quality of manpower,

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Right from Alfred marshal a century ago, down to the management Guru Peter

Drucker, focusing attention knowledge workers and knowledge industries come

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out clear message that "Knowledge" is the key to development. We are in the

knowledge era where the new wealth of matrons is tied directly up with the

creation, transformation and capitalization of knowledge.

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Knowledge based industries especially in the science and technology based units

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are expanding faster than many other industries and contribute towards the

transformation of a countrys economic infrastructure. As there is greater

demand for knowledge based products the role of knowledge in achieving

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competitive advantage has become a very important matter in all sections of

management. Knowledge, a primary competitive factor in business, which is

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non-traditional and intangible, and its accumulation, transformation and

valuation lie at the heart of intellectual capital management. A recent study


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65
estimates that 50 to 90 percent of the value created by a firm comes from the

management of intellectual capital and not from management of traditional

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physical assets (Hope and Hope 1998).



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Proportion of


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10

50 to

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10

Total value

20

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10%

20

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created

30

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30

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Management

40

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40

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O f traditional

50


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50

Physical

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60



60

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assets

70

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70

Intellectual

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80



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80

management

90

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50 to

90

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100

90%

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100



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Fig: Value created by Firm


Human capital refers to the know-how, capabilities, skills, and expertise of the

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human members of the organization. It is that knowledge that each individual

has and which can be put to productive use.


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2.3.2 HUMAN CAPITAL AND ITS ELEMENTS

The world is shrinking in all major respects, people, goods, capital and

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information are moving around the to be as never before. Companies are trying

to become global players just to survive. Companies like Colgate even proclaim


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66
"We want to build a common corporate culture. We want them all to be

collators", while trying to bridge the cultural gap between domestic employees

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and those in global operations for serving business interests.



With the concepts of the liberalization, privatization and globalization being

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applied all over the countries in the world, the need has arisen to go in for

quality products and quality service. Each organization has to compete with one

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another to improve the quality and device cost reduction measures to exist in the

industry. That could be done only with the development of human capital. If

Japan and other East Asian countries like Korea and Taiwan have recorded rapid

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economic growth, it is because of their investment in human capital, which

cannot be easily measured and which differs from one to another. Basically,

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when we talk of human capital it refers to the human knowledge, their inner

capabilities and creativity qualities. These are to be tapped from the employees.

With all the development of technology it cannot be fully utilized to its full

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potential without knowledge and skill. The capabilities of the human capital in

relation to the needs of the organization should be improved with the creation of

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a climate in which the flower of human knowledge, skill, capabilities and

creativity can bloom. How do we develop our human capital and put it to

optimum use is the challenge that the present day corporate sector faces.

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Technological improvements, business strategies, quality concerns etc., will all

have to be implemented through people (human capital only). So it is people

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who make all the difference. People and their development are quite central to

meeting the needs of globalization and liberalization. The human capital

available in the organization should be rightly assessed and should be further

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developed through motivation training and perception to the needs of the

organization. Only then, the organizational goals can be achieved and more so, it

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can continue to be market contribution in the field of competition. With the



67

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arrival of micro-electronic technology, work processes have changed. The

computer technology offers greater precision but demands different skills. The

owners (personnel) of these new skills are both technically educated and trained

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on the job.



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It is the human capital, which should be rightly invented for the qualitative

improvement of human beings who are considered the most valuable asset of an

organization. Human capital refers to the basic skill, capabilities, the perception

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know-ho and expertise. Every individual has certain skills and understanding.

The education one has undergone should help him to develop knowledge in

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general. Till one gets basic employment he is no keen on planning his future and

there is uncertainty. This is normal most of the cases except one, who makes his

planning as to what he should be even when he takes his education.

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As one is placed in an organization in some position, he starts to look for

elevation. The organization too would tap his basic skill and capabilities and

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divert them to achieve the goals of the organization and in the process it

attempts to develop his basic skill through proper training, motivation and

direction. The human capital is rightly put through for the personnel in the

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organization for effective functioning, right decision making and career

development. In all these it creates value to the organization and makes it more

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stable in the competitive environment.



The basic elements of human capital are projected as under:

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Know-how
Education
Vocational qualification
Work related knowledge

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Occupational assessments



68

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Psychometric assessments
Work related competencies
Entrepreneurial innovativeness, proactive and reactive abilities.
Changeability.

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(Source: SMAC, 1998)



1. Know-how : This is one of the major elements as it relates to the process

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of the means to get the end results. It answers the question what is what

and how to do it and the functions involved in general.

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2. Education : This is a basic factor which makes one to understand the

various aspects of the job or work allotted. This is also a motivating facts

for career advancement.

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3. Vocational qualification : This element refers to the practical

knowledge a person gets through vocational education and training

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certain sphere of activity.

4. Work-related knowledge : It is ones knowledge in the particular field

of work which he has gained through such work being allotted to him.

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His earlier work experience in that particular job or work will be of

additional value.

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5. Occupational assessment: A good analysis of the job will motivate one

to study the nature of work or occupation. This will enable one to plan is

future career depending upon the value of assessment.

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6. Psychometric approach : This approach tries to measure the ability,

i.e., intelligence in terms of quantity or how much intelligence a person

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has. In other words, this approach tries to determine and measure

qualitatively the factos that make up intelligence.

To day Psychometric testing is used to discover usually able youngsters,

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who may benefit from enriched or alerted learning.



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69
Each persons score is compared with standardized norms, standards

obtained from the scores of a large, representative sample of children of

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the same age who took the test while it was in the process of preparation.

Besides providing standardized norms, test developers must devise

techniques to try to ensure that the tests are valid (that they measure the

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abilities may claim to measure) and reliable that the results are reasonably

consistent from are time to another. These are rigorous criteria, but tests can

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be meaningful and useful only if they are both valid and reliable.

7. Work related competencies : This relates to the knowledge one

processes with regard to the work he is allotted or involved in. This

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includes the nature of the job, his or her practical knowledge and

experience in that line of activity, the training one has undergone in that

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line or work, is aptitude towards the work etc.

8. Entrepreneurial innovativeness, proactive and reactive abilities : It is

the entrepreneurial skill and force with which one involves himself in his

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work. The aptitude in the particular sphere of activity should motivate

him for innovative approach. That should make one to act so when there

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is some adverse result. Innovativeness is based on the constant bent of

mind on research in the work field.

9. Changeability : The competitiveness among the enterprises drive them

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making various changes in the organization. As the organizations look or

changes, the employees would be driven for challenging tasks with many

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changes being made in the organizational structure. It may even salt in

positional change. One should be capable of adjusting himself to the

changing organizational setup and changing situations.

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These are all the elements of human capital. To tap these qualities highly

and develop them would be the task of Human resource development.

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70

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2.3.3 Measures to Evaluate Human Capital:

In an enterprise the following indicators are being applied as measures

evaluate the human capital:

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i)

Reputation of company employees with head hunters.

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ii)

Years of experience in profession.

iii)

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Rookie ratio (percentage of employees with less than 2 years

experience)

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iv)

Employee satisfaction.

v)

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Employee participation.

vi)

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Proportion of employees making new innovative plans and

suggestions.

vii)

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Value added per employee.

viii) Value added per salary rupee.

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The accounting and reporting of intellectual capital will face the following

problems.

i)

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The need for better tools to manage investment in people, skills

and technological capabilities.

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ii)

The need to be able to measure, over the long run, the returns of

investment in peoples skills, information bases and the

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organizational technological capabilities.



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2.3.4 HUMAN CAPITAL INVESTMENT



The Human Capital acts as a building block for the organizational (structural)

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capital of the firm. So, when the enterprise looks for making the Human Capital

more effective and beneficial, it has to focus on the effectiveness of investing in

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training, research and development outcome and returns to technological

infrastructure spending.


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71


The investment in human capital should be properly planned keeping in mind

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the future expansion and development programmes as the organizational goal.

Already it is seen that the organization required personnel who have to be

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rightly used for achieving its long project objectives. So, these personnel need

proper motivation and encouragement through job analysis, training and

research development. Lines of activities are to be thought about for making the

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employee to be more innovative. They must conduct themselves so to be a

suggestive body to the organization.

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To have effective human capital investment, any organization should plan

broadly on five major areas as follows:

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Acquisitio

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n




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Research

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Developm



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ent

Effective human

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capital

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investments

areas

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Motivation


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Mainten



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ance

1.

Acquisition

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72
Acquisition involves.

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a)

Human Resource Planning

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b)

Recruiting: Internal and External

c)

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Employees Socialization



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In HR planning, the management has to ensure that it has the right

number and kind of people at the right places, at the right times, capable

of effectively (doing the right thing) and efficiently (doing things rightly)

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completing the work needed for the enterprise to achieve its overall

objectives. This necessitates job analysis. If the HR planning finds the

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need or specific or additional employees based on job analysis, to hire

these additional employees, the enterprise must discover potential

applicants. Out of these potential applicants, screening is to be done to

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identify job applicants who will be successful if selected.



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This acquisition function is over when the selected applicants have been

appointed in the organization, who have to adapt themselves to the

organizational culture and their work environment. The organizational

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culture conveys the new employees how things are done and what really

matters for the workforce and for the organization. When they adopt the

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organizational culture, they learn the rope, i.e., what is most significant

for them and for the enterprise and how one gets adapted to the new

environment. This is what is referred to as "employee socialization. The

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term socialization refers to all passages undergone by employees. When

an employee enters fresh or takes up a new job, or gets a promotion or

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accepts a lateral transfer, he has to make an adjustment with the new

environment. This is due to different work activities, new boss, a

different group of co-workers and different set of standards for better

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73
performance. The most profound adjustment will occur when one makes

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the move into an organization ? the move from being an outsider to

being an insider.

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The first process in the employee socialization will be "orientation" on

the job. This is only a small part of the overall socialization of a new

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employee in the organization Basically "orientation" covers the activities

involved in introducing a new employee to the organization and to his

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work units. The orientation programme should familiarizes the new

employee with the organizations objectives, history, procedures, and

rules. Further it communicates relevant personnel policies such as focus

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of work, pay procedures, active requirement and fringe benefits, reviews

the specific duties and responsibilities of the new employees job etc.

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2.

Development

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This includes,

a)

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Employee training

b)

Management development

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c)

Career Development

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a)

Employee Training : As jobs have become more complex, the

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significance of employee training has increased. The modern complex

societies have created increased pressure for the organizations to readapt

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the produce and services produced as a competitive product. This has

necessitated raise the skill level and adaptability of the employees.


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Training is a learning experience, which seeks a permanent change in an

individual to improve his ability to perform on the job. It can involve the

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74
changing of skills, knowledge attitudes or social behavior. The training

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techniques can help to improve employees job performance, gain

confidence in their attitude towards their job and their interactions with co-

workers and supervisors.

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b)

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Management Development: This is more future oriented and more

concerned with education than assisting a person to become a better

performers with training. The management development activities should

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attempt to instill sound reasoning process ? to enhance ones ability to

understand and interpret knowledge. Development focuses more on the

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employees personal growth. A successful manager is one who has

analytical, human, conceptual and specialized sill. The management

normally adopts four popular on-the-job techniques. They are coaching

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understanding assignments, job rotation and committee assignment.



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Coaching: When one manager takes an active role in guiding another person to

similar position, that is referred to as "coaching. An effective coach gives

guidance through directions, advice, criticism and suggestions in an attempt to

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aid the growth of an employee.



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Understudy Assignments: As a development technique, the understudy

assignment is to replace vacationing managers. The potential managers are

given opportunity to relieve an experienced manager of his job and act as his

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substitute during that period. As a staff assistant to a manager, the understudy

gets the opportunity to learn the managers job.

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75

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Job Rotation: It refers to placing the employee in different new positions. It

could be either vertical or horizontal. Vertical rotation is promoting the worker

to new positions. The horizontal job rotation is more significant at the

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development level. It could be termed as lateral transfer. It is a very good

method for broadening the managers new positions. It reduces boredom and

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stimulates one to develop new ideas. The horizontal job transfer can be (a) on a

planned basis, i.e., by means of a development program where one spends two

to three months in the same activity and then moves to the next (b) on a situation

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basis, e.g., by changing the person from one activity to another when the

previous one is no longer challenging or to meet the needs of work scheduling.

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It permits a greater understanding of other activities within the organization, it

becomes increasingly necessary to understand the intricacies and inter

relationships of activities and these abilities can be more quickly acquired by

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moving about within the organization.



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Committee Assignment: Assignment in a committee can give a better

opportunity to the employee to share in the managerial decision making to learn

by watching others and to analyze and investigate specific organizational

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problems. Committees often take up task force activities designed to go into a

particular problem, ascertain alternative solution and make recommendations for

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implementing a solution. This sort of assignment can both be interesting and

rewarding to the employees growth. It increases the employees exposure to

other members of the organization as well. Off-the-job development techniques

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are also equally important while ones efficiency in higher level of organization

in to be achieved. Among the different techniques which are adopted in the

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enterprise more commonly used ones are : Sensitivity Training, Transactional



76

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Analysis, Lecture Course and Simulation Exercises (for e.g. case study, decision

game, and role plays).


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Career Development: A "career" is a sequence of positions occupied be a

person during the course of a life time. Effective organizational career

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development ensures the needed talent being available and improves the

organizational ability to attract and retain high talent personnel. It also reduces

employee frustrations. Individual career development is a three step self-

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assessed process:

a)

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Identifying and organizing skill, interest, work-related need and

values.

b)

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Converting these inventories into general career fields and specific

job goals.

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c)

Testing these possibilities against the realities of the organization.


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3.

Motivation

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"Motivation" is the willingness to do something and is conditional by this

actions ability to satisfy some need for the individual. A need is one which is

looking for certain outcomes appearing very attractive. An unsatisfied need

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creates tension which stimulates drives within the individual. These drives

generate a search behaviour to find particular goals that, if attained, satisfy the

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need and lead to the reduction of tension. A need is the deficit state. It is an

internal state that makes certain outcomes appears attractive. An unsatisfied

need creates tension that stimulates drives within the individual. These drives

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generate a search behavior to find particular goals that, if attained, will satisfy

that need and lead to the reduction of tension. It can therefore, be said that

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motivated people are in the sate of tension. To relieve this tension, they exert



77

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effort. The greater the tension, the higher is the effort level. If this effort

successfully leads to the satisfaction of the need, tension is reduced.


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The Organization has to develop right type of motivational techniques to help

the workers achieve their need satisfaction and reduction of tension. If a person

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is to perform effectively, extrinsic factors such as job design, working

conditions, job security and supervision must be seen as satisfactory. But more

intrinsic factors such as achievement, recognition and responsibility from their

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work are also the motivating factors. People expect their work to be objectively

evaluated. So, the performance appraisal and its results will affect employees

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motivation. If they think that their efforts will be unfairly judged, motivation

will decrease. The rewards or punishments that follow the performance appraisal

will influence motivation.

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4.

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Maintenance



The objective of this is to retain people who are performing at high levels. This

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requires that the organization provides safe and healthy working conditions and

satisfactory labor relations. This involves compensation administration.

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Employees exchange work for rewards and the main reward is certainly money,

but how much? This is to be rightly decided. The goals of compensation

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administration are to design the lowest-cost pay structure that will attract,

motivate and retain competent employees who will perceive the reward as fair.

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As the organization wants to pay fair wages the employees want fair

compensation for the job being done. So, the organization is concerned with


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78
determining a fair compensation plan. It also recognizes that while paying the

employees, compensation systems are predominantly designed around the jobs.

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The responsibilities and the demands of the job determine the pay range. The

actual performance of incumbents determines the pay range and where they are

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to be placed. The essence of compensation administration is job evaluation and

establishment of a good pay structure.


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Job Evaluation : Job evaluation seeks to use the information in job analysis to

orderly determine the value of each job in relation to all jobs within the

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organization. It means to rank all the jobs in the organization and place them in

the order or position that will reflect the worth of each job. It is mainly ranking

of the jobs and not people. The ranking through the job evaluation is a means to

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make a good pay structure. It can also provide an objective standard from which

modifications can be made for any compromise. The four basic approaches to

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job evaluation are :

i)

The ranking method.

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ii)

The classification method.

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iii)

The factor comparison method.

iv)

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The point method.



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In addition to a basic wage structure, organizations offer incentive

compensation. These incentives can be designed around the individual, the

group or the organization. Executive compensation is also considered which is

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higher than that of rank-and-file personnel and also includes other financial and

non-financial benefits not otherwise available to operative employees.

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The organizations have to offer other benefits as ,,sweetening the pot Employees

are accustomed to such benefits but the cost of benefit for the enterprise

sometimes cause more problems. These costs include social security insurance,

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worker compensation, pay for rest period, sick leave pension programmes, life

insurance, health insurance, expenses as social and recreational events, housing,

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educational and medical facilities, etc.



Safety and Health : Organizations have to make provisions for the safety and

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health of the workers. Based on the Organizational safety and health rules,

preventive measures and to be provided. Basically, employees are to be given

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safety education, skill training, engineering, protection and regular enforcement.

Work surroundings should be well maintained. Health programmes are to be

adopted. Provision for stress management is to be made. Causes for stress to be

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identified and steps to reduce the stress must be implemented. The burnout i.e.,

emotional and physical exhaustion caused due to various factors should be

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brought under control by job enrichment, smooth environment and other

progressive activities.


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5.

Research

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Since effective management of human resources depends on refining

HRM practices to changing conditions, there is need for conducting research to

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keep abreast of the latest findings in HRM and provide a suitable framework by

which the solutions to the problems of HRM can be found. Research helps to

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introduce changes with new and relevant HRM practices. Research leads to

systematic goal oriented investigation of facts that seek to establish certain

results and findings. The HRM research could be in any of these are as:

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Wage surveys.



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80
Effectiveness of various recruitment sources.
Job analysis
Performance appraisal validation
Effectiveness of training methods.

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Attitude survey towards reward system
Job satisfaction survey
Effectiveness of an assessment center etc.


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2.4

Expenditure Vs Productivity

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2.4.1. Expenditure


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Expenditure refers to a planned and purposeful outflow of funds for growth and

development in business over a period of time. Business spends to earn; to grow

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and be excellent in the line of operation.



Any organization in the competitive world of "Survival of the fittest", incurs

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expenditures towards personnel. Better wages, better working conditions, better

facilities better tools and equipments, better training and development etc., are

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the areas where expenditures are made with the intention of business gain. It has

to channels these outflows of funds under appropriate heads in appropriate


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81
situations-towards wage and salary administration, fringe benefits, enhancing

the quality of work life, management development, change, organizational

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development. These are some of the areas of outflow of funds with the

expectation of better and more profitable return, otherwise called attainment of

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higher productivity.



2.4.2 Productivity :

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Historically, the term is believed to be used for the first time by economist

Quinsy in 1776. Towards the end of the 19th century it was understood as "the

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faculty to produce". In the modern sense, it indicates the relationship between

the results and the means employed. It seeks to measure the economic soundness

of the means. It is the amount of work that is being produced in the organization

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in terms of how much. Peter Drucker has referred productivity as, "That balance

between all factors of production that will give greatest output for the smallest

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effort".



To reduce the description of productivity to precise terms, it is the relationship

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between output and input. Symbolically, P=O/I where P= Productivity, O =

Output and I = Input. Productivity can be considered to be higher if the same

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product can be obtained by limited means and lower if larger quantity of means

is required for the same product level. Productivity increases as an organization

finds new ways to use fewer resources to produce its output.

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Though the overall productivity is being defined as a ratio of output over input,

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the measurement of productivity is a difficult proposition as account of non-

homogeneous nature of relationship between input and output, difficulty in

quantifying factors like entrepreneurship acuity and lack of identical behavior of

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input and output in differing circumstances.



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82


2.5 TRAINING

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2.5.1. Meaning

Training is a learning experience in that it seeks a relatively permanent

change in an individual that will improve his or her ability to perform on

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the job. Training can involve the changing of skills, knowledge, attitudes or

social behaviour. It may mean changing what employees know, how they

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work, their attitudes towards their work or their interactions with their co-

workers or their supervisors.


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2.5.2 Determining Training Needs and Priorities

For determining the training needs the following four questions, should be

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answered:

What are the organisation`s goals ?
What tasks must be completed ?
What behaviours are necessary for each job incumbent to complete

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his or her assigned task?

What deficiencies do incumbents have in the skills, knowledge, or

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attitudes required to perform the necessary behaviours ?

These questions demonstrate the close link between human resource

planning and determination of training needs. When a manager sees

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evidence of inadequate job performance, assuming the individual is making

a satisfactory effort, attention should be given towards raising the skill level

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of the worker. When a manager is confronted with a drop in productivity, it

suggests that skills need to be fine-tuned. If deficiencies in performance are

uncovered it need not necessarily follow that the manager should take

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corrective action. It is important to put training into perspective. Training



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83
is judged by its contribution to performance where performance is a

function of skills, abilities, motivation and the opportunity to perform.

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Managers must compare the value received from the increase in

performance that can be attributed to training with the costs incurred in

that training. The desire for improved worker productivity cannot be

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approached in a vacuum. The benefits that accrue from training must

exceed the costs incurred.

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Once it has been determined that training is necessary training goals are

established. Management should explicitly state what changes or results are

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sought for each employee. It is not adequate to say that there is a need to

improve the behaviour, knowledge and skills of the employee but also by

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how much. The goals should be tangible, verifiable and measurable and

clear to both management and employee.


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Data about individual training needs can be gathered from performance

appraisals. Interviews with the jobholder, tests, surveys, and career plans

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for individuals. Let us look more loosely at the steps in the manager

development process, focusing first on the present job, then on the next job

in the career ladder, and finally on the long-term future needs of the

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organization.



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Present Job

Next Job

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The Future



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Actual

Required

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Present

Required

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per formance

Performance

Competency

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Competency

New competency

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Required by changes

Technology and methods

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The gap: needs

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The gap: needs

Identified by

Identified by

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performance

Pot 84

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entia l review

review

Additional needs

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Identified by top

Individual training

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management

needs

Enterprise

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Manager Development Process and Training

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Adapted from John W. Humble, Improving Business Results (Maidenhead,

England: MC Graw-Hill Book Company (UK) Ltd., 1968

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2.5.3 TRAINING METHODS

The most popular training methods used by organizations can be classified

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as either on-the-job training or off-the-job training.



On-the-job training: On-the-job training places the employees in an actual

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work situation and makes them appear to be immediately productive. It is

learning by doing. For jobs that are either difficult to simulate or can be

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learned quickly by watching and doing, on-the-job training makes sense.




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85
One of the drawbacks to the on-the-job training can be low productivity

while the employees develop their skills, Another drawback can be the

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errors made by the trainees while they learn. However, when the damage

the trainees can do is minimal, where training facilities and personnel are

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limited or costly, and where it is desirable for the workers to learn the job

under normal working conditions, the benefits of on-the-job training

frequently offset its drawbacks. Some of the on-the-job training programs

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are



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Apprenticeship Programs : People seeking to enter skilled trades to become,

for example, plumbers, electricians or iron-workers are often required to

undergo apprenticeship training before they are accepted to journeyman

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status. Typically, this apprenticeship period is from two to five years.

During the apprenticeship period, the trainee is paid less than a fully

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qualified worker. Apprenticeship programs put the trainee under the

guidance of a master worker. The argument of apprenticeship program is

that the required job knowledge and skills are so complex as to rule out

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anything less than a long time period where the trainee studies under a

skilled master journeyman.

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Job Instruction Training : During World War II, a systematic approach to

on-the-job training was developed to prepare supervisors to train

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operatives. This approach called job instruction training (JIT) was part of

the training within Industry program. JIT proved highly effective and

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became extremely popular. JIT consists of four basic steps:



Preparing the trainees by telling them about the job and overcoming

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their uncertainties:



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86


Presenting the instruction, giving essential information in a clear

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manner.



Having the trainees try out the job to demonstrate their

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understanding;



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Placing the workers into the job, on their own, with a designated

resource person to call upon should they need assistance.


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Basics of Instruction

Essentials of

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Learning



Prepare

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Motivation



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Break down the job



Prepare an instruction plan

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Put the learner at ease

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Present



Understandin

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g



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Tell



Show

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Demonstrate

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Explain

Try Out

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Participation



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Have the learner talk through the job



Have the learner instruct the supervisor on how the job is done

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Let the learner do the job

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Follow-up

Application


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Check progress frequently at first



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Tell the learner whom to go to for help



87

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Gradually taper off progress checks


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Table 3.1: JIT Instruction / Learning Sequence



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Off-the-job training : Off-the-job training covers a number of techniques

classroom lectures, films, demonstrations, case studies and other simulation

exercises and programmed instructions. The facilities needed for each of

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these techniques vary from a small makeshift classroom to an elaborate

development center with large lecture halls, supplemented by small

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conference rooms with sophisticated audio-visual equipment, two-way

mirrors and all the frills. Some frequently used methods are:


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Classroom lectures or conference : The lecture or conference approach is well

adapted to conveying specific information rules, procedures, or methods.

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The use of audiovisuals or demonstrations can often make a formal

classroom presentation more interesting while increasing retention and

offering a vehicle for clarifying more difficult points. The lecture`s

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liabilities include possible lack of feedback and the lack of active

involvement by the trainees. However, this can be partially offset by

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reducing the structured lecture format and allowing trainees to provide

feedback to the lecturer or creating discussion groups under the direction

of a conference leader.

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Films : Motion pictures can be useful training technique. Whether

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purchased from standard film distributors or produced internally by the

organization, they can provide information and explicitly demonstrate skills

that are not easily presented by other techniques. Motion pictures are often

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88
used in conjunction with conference discussions to clarify and amplify those

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points that the films emphasized.



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Simulation exercises : Any training activity that explicitly places the trainee

in an artificial environment hat closely mirrors actual working conditions

can be considered a simulation. Simulation activities include case exercises,

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experiential exercises, complex computer modeling and vestibule training.

Cases present an in-depth description of a particular problem an employee

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might encounter on the job. The employee attempts to find and analyze the

problem, evaluate alternative courses of action, and decide what course of

action should be most satisfactory.

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Experiential exercises : Experiential exercises are usually short, structured

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learning experiences where individuals learn by doing. For instance, rather

than talk about interpersonal conflicts and how to deal with them, an

experiential exercise could be used to create a conflict situation where

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employees have to experience a conflict personally and work out its

solution. After completing the exercise, the facilitator or trainer typically

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discusses what happened and introduces theoretical concepts to help

explain the members` behaviour during the exercise.


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Computer modeling: Complex computer modeling simulates the work

environment by programming a computer to imitate some of the realities of

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the work situation. Computer modeling is widely used by airlines in the

training of pilots. The computer simulates the number of critical job

dimensions and allows learning to take place without the risk or high costs

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that would be incurred if a mistake were made in a real life-flying situation.

An error during a simulation offers an opportunity to learn through one`s

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89
mistakes. A similar error under real-life conditions might cost a number of

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lives and the loss of multimillion dollar aircraft-quite a high price for a

learning exercise. Obviously, complex computer modeling is expensive and

can be justified only where programs are formal, a number of trainees will

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be developed, and the costs of allowing the individual to learn on the job are

prohibitive.

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Vestibule training: In vestibule training, employees learn their jobs on the

equipment they will be using, but the learning is conducted away from the

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actual work floor. In the 1990s many large retail chains train cashiers on

their new computer cash registers, which are much more complex because

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they control inventory and perfom other functions in addition to ringing up

orders-in specially created vestibule labs that simulated the actual check-

out counter environment. While expensive, vestibule training allows

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employees to get a full feel for doing tasks without real world pressures.

Additionally, vestibule training uses the same equipment the trainee will

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use on the job.



Programmed instruction : The programmed instruction technique can be in

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the form of programmed texts or manuals, while in some organizations

teaching machines are utilized. All programmed instruction approaches

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have a common characteristic. They condense the material to be learned

into highly organized, logical sequence, which require the trainee to

respond. The ideal format provides for nearly instantaneous feedback that

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informs the trainee if his or her response is correct.



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Training evaluation : Training does not always work and when it does it is

rarely 100 percent effective. Sometimes the skills required to do the job is


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90
impossible for the target population. Sometimes the organization will not

permit performance of the job as specified, and at other times there are

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design deficiencies inherent in the equipment, that are so severe that no

reasonable amount of training and learning can make the equipment

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useable or maintainable. These are all the factors that are to be considered

while evaluating a training programme. We need to evaluate the training

effectiveness in meeting its objective and the validity of those objectives.

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While the number of possible evaluation criteria could be very large, it is

necessary to narrow the list to those that are most needed and meaningful.

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The measures considered most meaningful and essential are those relating

to training acceptance, appropriateness to trainee population, objectives

assessment and job relevance.

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Evaluation design : As in any other experiment the design is completed

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before the evaluation is done. A common approach is to establish what skill

or knowledge level is held by the trainee prior to training. For this a pre-

training test could be conducted. If the trainees have been selected after

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proper identification of training needs none of them should be able to pass

this test. A test administered after the training will provide the data

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necessary to determine if the objectives were met. If the data reveals that

none of the trainees could pass the pre-training test and all the them could

pass after training test, then we can state unequivocally that the training

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was effective in upgrading the knowledge and skills of the trainees.

Evaluation should be done at different points of time, at the end of a lesson

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or module, at the end of the course, shortly after beginning to use the skills

and knowledge on the job, three to six months after completing training

and one to three years after training.

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91
Training the trainers : When an instructor is required for a training

program, the person should have a comprehensive understanding of the

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training material, the subject matter and the techniques necessary for the

effective presentation of the material. The roles of instructors can vary

widely depending upon the training developer`s design for the instructor.

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Typical roles for the instructor are traditional lecturer, administrator,

facilitator, expert and feedback provider. An instructor may assume all the

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roles in a single program or session or may rely solely on one for a training

program. Trainer training, therefore, must include the entire array of

activities from classroom demeanor to discipline. Formal trainer training

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generally takes a three fold course: training principles and practices;

techniques of classroom behaviour and observations and practice in the

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classroom. Trainer must also know the methods to be used for taking the

feedback. In a simple stimulus-response situation, such as in the target

example where shooter must know where he hit in previous round to

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improve, the feedback is simple, in a more complex situation, where the

correct answers vary or may not be so apparent, feedback deals more with

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the process than with the substance of the decision. Trainers need to learn

how to draw out the learner so that the process becomes clear to the

trainers. The trainer must suppress value judgment in giving feedback.

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Feedback must be objective, unless the task is to please another person.



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2.5.4 Estimating costs in training:

Costs associated with the development and delivery of training programmes

are labour, materials and overheads. Media and materials costs may vary

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substantially from one program to another. Some programs require most

extensive data collection and analysis than others, while still others accrue

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large publishing costs. Cost questions always arise while considering



92

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training program development. The sponsor needs to be able to meet

budget resources to ensure successful completion of the program.

Therefore, the training developer needs to provide a reasonably accurate

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estimate of the costs associated with each phase of the development process

and for the total costs to the point where the program has been tested and is

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ready for learners.



2.6 HUMAN CAPITAL AND PRODUCTIVITY:

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Productivity measured in terms of output per man (or per man-hour) is broadly

determined by two principal factors: (i) technological development, and (ii)

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employees job performance. Of these employees job performance depends

primarily on (a) the ability of the individual employees (may be called the

ability to work), (b) the motivation of employees (may be called the willingness

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of the worker to work) and (c) physical conditions of work. The following chart

* spelling out these factors will help us in understanding the whole set of forces

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that have a bearing on productivity.




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Productivity



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Technological

Employees Job

Development

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Performance



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(a) Plant ? size, capacity

etc.

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Ability

Motivation

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Physical conditions of work

(b) Raw materials
(c) Job la y ? out
(d) Machine and

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equip ment design

(a) Skill (Aptitude

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(a) Formal Organization

(a) Lighting

(e) Power utilization

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Personality

(Structure, Policies,

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(b) Temperature

(f) Scient ific Management

(b) Knowledge

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Efficiency,

(c) Ventilation

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Techniques

(Education,

communication, etc.)

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(d) Rest pauses

(Stan

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Experience. Training.

(b) Informal Organization

dardization, work

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(e) Safety, etc.

study. Etc.)

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Innovation Etc.

(Size, Goals, etc.)

(c) Leadership (Skill,

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knowledge, Type, etc.)



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93 (d) Need Satisfaction

(Physiologist, Social
and Psychological).

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(e) Union.




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*Adapted from Report A. Sutermeister : People and Productivity.


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1.

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Technological Development : Technical factors including the

degree of mechanization, technical know-how, raw materials, layout

and the methods and techniques of work determine the level of

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technological development in any industry. Research shows that in

industrial plants technological development is by far the most

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important factor influencing productivity. Improvements in methods

of work and equipment are reported to have shown increases in

productivity ranging from 20 to 200 per cent. In marketing firms, on

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the other hand, the degree of technology with a more important part

to play.

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2.

Employee` Job Performance : It has been emphasized earlier also

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that the human factor is a critical factor in the success of an

enterprise or an industry. The human side of an enterprise is its

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dynamic part; good machines, improved methods of work, new

processes, in short, all improvement in technology, calls for

willingness and action on the part of men in industry to serve as

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agents of higher productivity. Employees include men at levels of

organization right from the rank-and-file workers up to the top-level

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executives. Sometimes an improvement in technology is more than

offset by changes for the worse on the human side of productivity

which should go up actually goes down.

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94

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a)

Motivation : The willingness of the employee to work for an

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organization is related to his productivity in an important way. The urge

to work is a complex phenomenon governed by several factors the

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motivation of an employee will depend upon the organization structure

(formal as well as informal), leadership, need satisfaction and the

influence of trade unions. Delegation and decentralization of authority,

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participative management, organizational efficiency, proper personnel

policies relating to selection, placement, promotion, wage-salary levels,

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incentives, merit-rating, job evaluation, training and provision for two-

way communication are some of the features of the formal organization

which influence motivation. Likewise, the existence of groups with

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higher productivity as their goal is likely to contribute to the

organizational objectives.

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Research shows that job performance results from "ability times

motivation". A person may be very capable but if he is not motivated, he

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cannot perform well on his job. Likewise, a person may be highly

motivated, but if he lacks the basic ability required for the job, he cannot

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do well. This is a point that is generally overlooked in stressing the

importance of motivation in particular.


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b)

Physical Conditions of work (Work Environment) : The importance

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of a proper work environment and physical conditions on the job has

been emphasized at length by industrial psychologists and human

engineers. It is important that the work environment ensures the greatest

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95
ease at work through better ventilation, better lighting, improved safety

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devices, reduction in noise, etc. equally important is the need for making

the workday reasonable in length, and for introducing suitable rest

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pauses to enable the men to recoup their energy lost in continuous work.

The Hawthorne experiments showed that physical conditions of work

were not directly and necessarily related to output. What really matters is

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the attitude of the employees toward these conditions. At the same time,

certain studies made in England show that when the temperature gets

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beyond reasonable limits, this did tend to affect output even when the

workers had high ability and high motivation. In any case, the

management cannot run away from its obligation for providing the most

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congenial possible working conditions to the employees. Improvement in

productivity brings the following advantages to the firm and the

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community at large :



a)

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Reduction in the cost of raw materials (through increase in

the productivity of raw materials)

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b)

Reduction in labour cost per unit of output.

c)

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Reduction in overheads and power costs per unit of output.

d)

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Reduction in the price of goods.

e)

Increase in wages and salaries (through schemes for sharing

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the gains of productivity).

f)

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Increase in the reserve fund that can be utilized for expansion

and modernization.

g)

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Better standards of living for people through increase in their

incomes and improvement in the quality of goods that can be

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made available at cheaper prices.



96

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h)

Increase in the competitive strength of the country in export

market through reduction in cost of production and

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improvement in quality of output.



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2.7

HUMAN RESOURCE ACCOUNTING:

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Human element is the most valuable input in an organization. A team of

competent, devoted and motivated persons can convert a sick concern into a

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successful one. On the other hand, incompetent and disinclined personnel may

squander away the existing physical and financial resources, leading the concern

to collapse. The accounting profession until approximately 1965 largely ignored

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the obvious importance of people in organizations and as productive resources.

Now, there appears to be wide spread awakening and growing interest for

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human resource accounting.



2.7.1 The Concept of Human Resource Accounting:

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The productivity of a companys investment is known from the rate of return it

gives. So far, these rates of productiveness considered in respect of Physical

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assets only. To find out the productivity of investment on human beings in any

organization human resource accounting emerged as a supporting tool. The

Human Resource Accounting is a scatting tool that generates and reports

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quantitative control information about the contribution of human resource for

promontory industrial productivity.

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There are two major reasons why Human Resources Accounting has been

receiving so much attention in the recent years. First, there is genuine need for

reliable and complete management of human resources.

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Secondly, a traditional framework of Accounting is in the process to include a

much broader set of measurement than was possible in the past. The people are

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97
the most important assets of an organization and yet the value of this asset does

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not appear in financial statements. This information does not get included in

management information systems. Conventional accounting of human resources

outlay consists of taking note of all expenses of Human capital formation which

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does not seem either to be correct or meeting the actual needs.



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In simple terms, Human Resource Accounting means accounting for people as

the organizational resource. The American Accounting Association (AAA)

Committee on HRA defined human resource accounting as following: HRA is

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the process of identifying and measuring data about human resources and

communicating this information to interested parties.

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Stephen Knauf defined HRA as : The measurement and quantification of human

organizational inputs, such as recruiting, training, experience, and commitment.

Eric Flameouts explained human resource accounting as accounting for people

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as organizational resources. It is the measurement of the cost and value of

people for the organization. To quote Deirdre, "Human Resource Accounting in

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the measurement of cost and value, is a term used to describe a variety of

proposals that seek to report and emphasis the importance of Human resources

knowledgeable, trained and loyal employees in a company's earning proceeds

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and total assets."

In the words of R.L. Woodruff Jr. vice President, R.G. Barry corporation the

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company which undertake pioneering work (1960s) in developing human

resources accounting "HR Accounting is an attempt to identify and report

investment mode in resources of the organization that are not presently

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accounted for under conventional accounting practice." Basically it is an

information system that informs the management about the changes that are

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occurring to the human resources of the business.



98

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One may not find unanimity on what human resource accounting is from the

aforesaid definitions . But the importance of information is evident. Human

resource accounting system requires and produces a pool of information for

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effective decision-making concerning the human assets. It is an information

system that tells management what changes over time are occurring to the

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human resources of the business.



Following are the Limitations of human resource

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accounting:

1. Absence of clear cut procedures or guidelines.

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2. Period of existence is uncertain and valuing uncertainly seems to

be unrealistic.

3. It may dehumanise & manipulate employees.

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4. Empirical evidence is yet to be found that HRA is a management

tool.

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5. These is no consensus in accounting profession.

6. Problem of management to treat them as assets as they are not

capable of being owned, retained and utilised like physical

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assets.

7. Fear of question from trade unions.

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8. Problem in amortisation

9. Tax laws do not recognize human beings assets.

10. No universally accepted method of HR valuation.

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2.8 Measurement of Human Value addition into Money Value:

HRA aims at converting human data into money value. Human data as such ha

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not been accounted for since it is not like a physical asset which has a direct

money value whether it is being represented by historical cost or replacement

cost or onversion process of human data into money value: Human data has to

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99
be identified as the value of the production capacity etc., of the people at work

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should result in the growth of the organization and in turn the profit and the

value of the firm. There are of course different approaches to human resources

which work out the human capital into money value. It does not merely into

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account the present human asset as such but it takes into account the growth of

the human asset with reference to the future needs of the organization with the

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various policy elements and action plan introduced and implemented by the

organization. As it has been rightly referred to earlier, it aims to measure the

cost and value of people in the (human resources) organization.

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One f the management scientists, Likert cautioned that "the non accounting of

human resources and the change occurring therein, of an organization may

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provide a poor picture of the profits and profitability of the organization."

Johnson & Kapila that "accounting systems treat many cash outlays as expenses

of the period in which they are made even through these outlays will benefit

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future periods. Discretionary cash outlays for employee training and morale can

produce substantial cash inflow for the future. Manages under pressure to meet

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short term profit goals can on occasions, achieve these goals by reducing their

expenditure on such discretionary investments."

This led to the development of a new field of enquiry in accounting namely

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,,Human Resource Accounting.



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2.9 Objectives of HRA.

Considering the Definition of HRA as the process of identifying and measuring

data about human resources and communicating this information to interested

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parties, the following three objectives are implied :

a)

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Identification of Human resource value

b)

Measurement of cost and value of the people to organization.

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100
c)

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Investigation of the cognitive and behavioral impact of such

information.

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In is basically adopted to treat human resources as assets to generate human

data about human resources, to assign value to human resources and to

present human assets in the balance sheet.

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The following model contemplates the aims and objective of HRA :



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Better HR

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Erasing longer

Better decision

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planning

time horizon

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about people.

for planning

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and budgeting


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HRA

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Greater

Objectives

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Increased

accountability

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managerial



for HR

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awareness of



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Effective man

the HR value.


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power

utilization

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The system aims at furnishing cost value information for making proper and

effective management decisions about acquiring, allocating, developing and

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maintain human resources in order to achieve cost effective organizational

objectives further, it is to help the organization in decision making in the

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following areas :

a) Direct Recruitment Vs Promotion.

b) Transform Vs. Retention

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c) Retrenchment Vs. Retention.

d) Usefulness of cost reduction programme in view of their possible impact

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on human resources.



101

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e) Impact of budgetary control on human resources and organizational

behaviors.

f) Decision on relocating plants, closing down existing units, developing

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overseas subsidiaries etc.

According to S.A. muscove "A well developed HRA system can theoretically

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aid managers in becoming more effective and efficient in managing the

resources that are available to them".


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2.10 Approaches to Human Resource Accounting:

There are several approaches for the valuation of human resources.

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There are two basis issues.

1. How human resources assets should be valued, i.e, should historical cost

or replacement value of present value methods be used?

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2. The implications of capitalized human resources, once they are recorded,

i.e., how should human resources be amortized? What are the tax

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implication of human resource amortization? What are the implication of

human resource accounting on internal and external auditing?

Once it is accepted that human resources are an asset, the question of

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measuring the cost of this asset arises. The monetary approaches to

measurement of human assets are broadly based either upon cost or

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economic value. The cost approaches involve computation of the cost of

human resources to the organization. The cost are capitalized and amortized

over the useful life of the asset.

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On scanning through literature, the approaches to HRA can be broadly

classified as follows:

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Historical cost


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Replacement Cost

Opportunity cost

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Cost Based

Standard Cost

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Current Purchasing Power



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Monetary

102

Hermansons Adjusted Discount Future earnings

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Value

Likerts Socio

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Hermansons Unpurchased Good will

based

Psychological

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HR

Non-

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Model

Valuation

Monetary

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Pekin Ogans
Model

L

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Ja e

g v

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gi &

& L aSc

u h

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mo w

del ar

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of tz

HR pr

Va e

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luatse

ion nt

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value of

Models

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Chakrabortys

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futur

Robbinse

o

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n e

s ar

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Hu nings

man Asse t Multiplier Method

Composite

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Model of HR
Valuation

D. Watsons Return on Effort Employed

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Fried man & Levs measure for firms investment in HR

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Flam

holtzs Stochastic

Statistical

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rewards valuation



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Some of the approaches are described below.

2.10.1 Monetary Approaches:

A. Cost Based Approaches

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(a) Historical cost approaches: In this method, the basic contributing

factors for developing the human resource of the organization has been

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equated to the actual cost incurred. This approach was originally

developed by William (Pyle & R. G Barry Corporation. A leisure

footware manufacturer in Columbia (U.S.A) and was assisted by

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Brummet & Eric G. Flamholtz.



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In this approach, the actual costs of recruiting, selecting hiring, training,

placing and developing the employees of an organization are capitalized

and amortized over the expected useful life of the asset concerned. If the

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asset is liquidated prematurely, losses are recorded, and if an asset has a

longer life than estimates, revisions are made in the amortization

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schedule.

This approach relies primarily on accounting techniques which have

been in common use for many years. It is easy to develop and operate

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these systems. Management also has little difficulty in interpreting the



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103
meaning and the information supplied by cost based systems since the

underlying concepts are consistent with those of the conventional

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accounting data. It simply involves an extension of the concept of proper

matching of costs with revenue. Historical cost of human resources is

treated very much like the cost of fixed assets. The same principles of

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capitalization and amortization are applied.



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The main advantage of this method is that

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a. It is quite simple to understand and can be easily worked out.

b. It satisfies the traditional accounting concept of relating cost

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revenue.

c. It provides a basis for evaluating the company`s returns on

investment in human resources.

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This approach has the following limitations:

a. It takes into account only a part of the employees acquisition cost

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and ignores the aggregate value of their potential services.

b. It is not easy or it may not be possible to estimate the number of

year over which the capitalized expenditure is to be amortised.

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c. Because of the above problem, it will be difficult to determine a

precise rate of amortization. A question may arise as to whether

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it should constant, increasing or decreasing.

d. One fact to be considered is that gaining experience economic

value of human resources increase. But under this method the

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capital cost decreases, with amortization. The question arises as

to how the difference could be reconciled.

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104
(b) Replacement cost approach: The approach was propounded first by

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Rensis Likert and was further developed by Eric G. Flamholtz. This is

mainly based on the concept of Replacement cost. This is a measure the

cost to replace a firm`s human resource. Rensis Likert had suggested

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determination of the value of total human organization on the basis of

the assumption that a new similar organization has to be created from

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scratch. He says Suppose that tomorrow, your firm had all of its

present facilities but no personnel except the Chairman and he had to

rebuild the human organization back to its present effectiveness. How

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much would t cost? All costs would be included which are involved in

the recurting, hiring, training the developing the replacement to the

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present level of proficiency and familiarity with the organization. This

should serve a the basis of valuation of human resources of the

organization from time to time.

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This approach incorporates the current value of the company`s human

resources. It takes into account the fluctuations of the job market and

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the general rise in price level. Replacement costs have the advantage of

being present oriented. This method is regeard as as good surrogate

for the economic value of the asset in the sense that market

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considerations are essential in reaching a final figure. Such a final figure

is also generally intended to be conceptually equivalent to a notion of a

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person`s economic value.

A disadvantage of replacement cost is that it may not always be possible to

obtain such a measure for a particular employee. It is difficult to fit

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identical replacement of the existing human resources in actual practice.

Replacement cost does not necessarily reflect the knowledge, competence

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and loyalties concerning an organization that an individual can build over

time. Further, the managers asked to estimate the cost of completely


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105
replacing their human organization may have difficulty doing so, and

different managers may arrive at quite different estimates.

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(c) Opportunity cost Model: To meet the deficiencies of the Replacement cost,

Hekimain and jones have suggested the use of Opportunity Cost Concept.

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For capital esuqipment and assets Joel Dean has defines Opportunity Cost

as The most profitable alternative use ... that is foregone by putting it to

present use. Under this method the value of an employee in his alternative

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use is determines that value is taken as the basis for estimating. If

employees can be hired early eaternally there is no opportunity cost for

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them. Hekimian and Jones have suggested a competitive bidding process

for the scarce employee in a organization.

Under this method, the investment center managers will bid for the scare

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employee they to recruit. These scare` employees come from within the

firm and include only those who are the subjects of recruitment request

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made by an investment center manager. In other words, employees not

considered scare` are not included in the human asset base of the

organization.

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In this approach, the divisional of investment center manager may bid for

the services of the various personnel here quires. This bid price is then

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included in the investment base. The maximum bid price may go to the

extent of the capitalized value of the extra profits likely to be generated by

the ability and competence of the executive.

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For example, assume that a company has a capital base of Rs. 20,00,000 and

it earned profits of the amount of Rs. 2,00,000. the return on investment

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(ROI) of the particular industry of which the company belongs is 12%. If

the services of a particular executive are required, it is expected that the

profits will increase by Rs. 60,000 over and above the target profit

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106
If we capitalize Rs. 60,000 at 12% rate of return, it works to Rs. 5,00,000.

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The company may bid upto Rs. 5,00,000 for the executive. However the

maximum bid can go upto the capitalized value of Rs. 1,00,000, the actual

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excess profit expected to be generated by the executive, i.e Rs. 8,33,333.

Hekimian and Jones believe that this approach provides for more optimal

allocation of personnel and sets the quantitative base for planning,

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evaluating and developing the human assets of the firm.

However, this approach has narrowed down the concept of opportunity cost

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by restricting in to the next best use of the employees within the same

organization. The main drawbacks of this method is:

The method does not show the true cost of human resources in an

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organization because it excludes from its purview the employees who are

not being bid by other departments of investment centers.

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The method provides only a partial solutions as the employees of the type

that can easily be hired from outside are not assets under this approach.

To determine the bid price for an employee, a Manager must make a

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judgmental estimate of that employee`s value. Hence a low degree of

objectivity can be expected form the opportunity cost.

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(d) Standard Cost Method: To avoid complication of calculation under the

replacement cost, standard cost or recruiting, hiring, training and

developing per grade of employees are developed and established and made

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up-to-date every year. The standard cost so arrived at for all human beings

are treated as value of human resources for accounting purposes. In case of

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new entrants the total standard costs would be increased by standard cost

relating to that entrant.

(e) Current Purchasing Power Method: Under this method, instead of taking

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the replacement cost to capitalize, the capitalized historic cost of investment

in human resources is converted is converted into current purchasing

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107
power of money with the help of index numbers. If there is an increase in

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the index number, it will result in a corresponding increase in the value of

human resources.

The standard cost method and the current purchasing power method also

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suffers from all drawbacks of the replacement cost except they are simpler

calculation.

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B. Value-based Models: Under this approach, value of human resources of

an organization can be found out by discounting the future salaries and

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other capital costs by a certain rate of discount or by discounting the future

earning of the organization at a certain date by suitable rate and allocating

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a part f the present value of earnings to human resources.

The valuation models developed under this approach are as under.


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a. Hermansons Adjusted Discounted Future Earnings Model:

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Hermanson (1964) proposed this method in this pioneering work at

Michigan State University (USA). Hermanson suggested the discounting of

wage payments to people as a measure of a person`s value to an

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organization. However he suggests the adjustment of his discounted future

wage stream by an efficiency factor. To calculate Efficiency Ratio, he makes

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use of weighted average of firm`s net income during the past five years. The

weights are assigned in a reverse order ? highest to the current year, i.e., 5

and 1 to the preceding 4th year. The formula given ahead is used for

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calculating Efficiency Ratio.



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R

F

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0



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R

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F



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1

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R

F

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2

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R

F

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3

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R

F

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4

5

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-

-

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-

-

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-

-

-

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+

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4



-

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-

-

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-

-

-

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+

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3



-

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-

-

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-

-

-

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-



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+

2


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-

-

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-

-

-

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-

-

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+

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-

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-

-

-

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-

-

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-

Efficiency Ration=

R

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F



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0

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R

F

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1




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R

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F




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2


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R

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F



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3



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R

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F

4

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108

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RF0

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=

The rate of accounting income on owned assets of the

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firm for the current year,

RE0

=

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The average rate of accounting income on owned assets

for all firms in the economy for the current year,

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RF0

=

Rate of accounting income on owned assets for the firm

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for the fourth preceding year,

RE4

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=

The average rate of accounting income on owned assets

for all firms in the economy for the fourth preceding

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year.

Hermanson has suggested the following the Journal Entry to reflect the

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human asset value.

Human Resources

Dr

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To Future wages payable

To excess worth crated by

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Relatively efficient human resources.

This method has been criticized on the following grounds:

(1) The Efficiency Ration is subjective,

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(2) The weighting scheme used in computing the ratio has no theoretical

or empirical justification but it is purely arbitrary,

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(3) Valuation period of 5 years is also without justification.



b. Lev and Schwartz Present Value of Future Earnings Model

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This Model is also as the Compensation Model. Given the uncertainty

and the difficulty associated with determination of the value of human

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capital, Baruch Lev ad Aba Schwartz suggested the use of an individual

employee`s future compensation as a surrogate of his value. According


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109


to them, the value of human compensational as a surrogate of his

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value. According to them, the value of human capital embodied in a

person of age x is the present value of his remaining earning from

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employment.25 This value for a discrete income stream is:




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Where

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vx = the human capital value of a person x years old

I(1) ? the person`s annual earnings up to retirement
R= a discount rate specific t the person and

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T= retirement age.

Because Vx is an ex-post value, given that I(1) is obtained only after

retirement, and Vx ignores the possibility of death occurring prior to

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retirement age, the authors have refined the valuation model after

incorporating Px (1) the probability f a person dying at age t in the
following manner:

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Where


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Ii = future annual earnings



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Px(t) = the probability of a person dying at age t and

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(v1x) = the expected value of a person`s

human capital

The firm`s labour force will be divided into homogeneous group of

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employees, such as unskilled, semi-skilled, and skilled employed.

Engineers of different kinds,

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Lev, B. and Schwartz, A., On the Use of the Economic Concept of

Human Capital in Financial Statements, Accounting Review, January


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110
1971. PP. ?103-112, salesman, managerial staff, etc. Average earning

profits, based on census data, will be constructed for each group and the

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present value of human capital calculated. The sum of present values

over the various employee groups will provide the total human capital

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value associated with the firm`26

For example, assume that the total number of unskilled employees in the

age group 15-34 in a manufacturing concern in 500, and that the future

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average earnings per year per employee is expected to be as follows:



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Age (Years

Average Annual Earnings

Per Employee

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Rs.

25-34

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4,000

35-44

5,000

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45-54

6,000

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55-64

5,000

Further, assume that the discount rate is 10%. The value of human

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capital of the unskilled employees under study will be calculated in the

following manner:

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Assume, for the sake of simplicity that all 500 employees are 25 years

old. Each person will earn per year on an average I the following way:

Rs. 4,000 a year for the next 10 years

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Rs. 5,000 a year for the years 11-20 years

Rs. 6,000 a year for the years 21-30 years

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Rs. 5,000 a year for the years 31-40 years

The present value of this series of 40 numbers multiplied by 500

(number of unskilled employees) is equal to Rs. 2,18,31,500 being the

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value of human capital of this group.



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111
The working is shown below:



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Calculation of present value--

Rs.

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P. V. Factor

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Rs.

4,000

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X

6.145*

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(1-10 Years)

=

124,580

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5,000

X

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2.369 +

(11-20 Years)

=

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11,845

6,000

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X

0.913 +

(21-30 Years)

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=

5,478

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5,000

X

0.532 (+)

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(31-40 Years)

=

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43,663

Total P.V for an employee

(See P.V. of annuity of Re 1 table)

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* From the table at 10 years and 10% rate = 6.145

+ 8.514 ? 6.145 = 2.369

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+ 9.427 ? 8.514 = 0.913

(+) 9.779 ? 9.427 = 0.352

Rs. 43,663 x 500 ? Rs 2,18,31,500

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The model suffers from the following limitations:

(a) Earnings do not represent true limitations.

(b) A person`s value to an organization is not determined entirely by the

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person`s inherent qualities, skill and traits but also by the

organizational role in which the individual is placed. His expertise

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may be in one field and many not be required in another. Further,

thee individual`s skill and knowledge are not valuable to an

organization in an abstract form. They become valuable only when

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they are applied to achieve the end results of the organization.

(c) The model also does take into account the possibility and probability

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of an individual leaving the organization for reasons other than

death or retirement.


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112
(d) The assumption I this model that people will not make role changes

during their career with the organization is not realistic. Their role

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changes when they are transferred n promotion.

(e) Earnings (salary) is an expense. How can the capitalized value of

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expenses to be incurred I future be an set? It should be the value of

the benefit expected to accrue that should be capitalized and not the

amount to e spent for the use of the asset.

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(f) It fails t evaluate correctly the team work involved. Team works

definitely more that the sum of the values of the individuals. The

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valuation is not reflecting the contribution of the team as a whole.

(g) This approach ignores security, bargaining capacity, skill,

experience of the persons which will affect the payment f higher

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scale of pay.

(c) Rewards valuation model: According to this model, the ultimate measure

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of an individual`s value to an organization is the expected realizable value.

The model has been suggested by Flamholtz. Here, it tries to identify the

major variables that determine an individual`s value to an organization.

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The expected realizable value of an individual is the present worth of the

future services expected to be provided during the period he is expected to

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continue to serve in the organization. This is based on the assumption that

human beings, like all other assets, are capable of providing future services

that have economic value, It is presumed that a person`s value to an

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organization depends upon the positions to be occupied by him in his

organization. As people move from one organizational role to another, or

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occupy different organizational roles, they render service (i.e., reward) to

the organization. The roles they will occupy in future will have to be

determined probabilistically for each individual.

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113

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Where,

E(Rv) = A person`s expected realizable value.

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Ri = Value R` to be derived by the organization for

each position i.

P(Ri) = Probability that an individual would occupy

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position i.

T = Time of retirement.

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M = state of exit

R = Discount rate.

The model suggests a five step approach for assessing the value of

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the organization:

(i)

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First of all, forecast as to how long (period) a person will

remain and continue in the organization, i.e., his expected

service life in the organization.

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(ii)

Identifying the service states i.e., roles that he might

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occupy till he is likely to leave the organization.

(iii)

Thirdly, estimate the value derived by the organization

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when a person occupies a particular position for a

specified period.

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(iv)

Fourth, estimate the probability of occupying each

possible mutually exclusive state at specified future times.

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(v)

Finally, discount (at a specified pre ? determined rate to

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get the present value of human resources.



114

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The approach is considered to be an improvement over Lev &

Schwartz model in two aspects:

a. it takes into account factors relating to the possibility and

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probability of employees career (different role) movement.

b. Of their quitting the organization for reasons than retirement

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or death.

Limitations:

i.

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On examining the operational capacity, the

approach falls short of practical value in as much

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as that probabilities will be have to be

determined for each individual occupying

various services states and these probabilities

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have to be determined for all employees for n`

period on individual basis.

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ii.

It will also be very expensive and time consuming

to predict career movements or exit probabilities

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on an individual basis.

iii.

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The data developed on the basis may involve

large variance which reduce usefulness of the

model.

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(d) Jaggi and Lau Model for Human Resource Valuation

The valuation of human resources on a group basis was suggested by the

authors of this model s remedy to the problem of predicting the

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expected tenure of promotion chance of employees on an individual

basis. By` group` is meant a homogeneous group of Employees who

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may not necessarily be working in the same department. It might be



115

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difficult to predict and individual`s expected service tenure in the

organization or at a particular level or position, but on a group basis, it

is easier to ascertain the percentage of people in a particular group like

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either to leave the firm during each of the forthcoming periods, or the

promoted to higher levels. Since this concept assumes that the pattern of

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movement is likely to remain constant overtime, the probabilities

determined for one period are extended to future periods.

Besides the abovementioned monetary measures many non-monetary

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measures have also been used from time to time. The frequently used

non-monetary measure of human value is derived from the Likert-

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Bowers model of the variables that determine the effectiveness of a

firm`s organization. 32 Other measures of attitudes, inventory of skills

and capabilities of individuals have also been used.

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(e) Net benefit model:

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This approach was suggested by Morse (1973). Under this model, the

value of human resources is equivalent to the present value of the net

benefits derived by the organization from the services of its employees.

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The following steps are involved in this approach:

a. To ascertain the gross value of the services to be

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rendered in future by the employees in their individual

and collective capacity.

b. The value direct and indirect future payment to the

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employees is to be determined.

c. The difference or the excess of the value of future

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human resources (as per) (a) above over the value of

future payments as per (b) is ascertained. This will


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116
represent the net benefit to the enterprises because of

human resources.

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d. On applying a predetermined discount rate (e.g., the

cost of capital to the net benefit the present value is

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determined. This amount represents the value of human

resources to the enterprise.


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2.10.2 NON-MONETARY VALUE-BASED APPROACHES:

(a) Certainty equivalent net benefit model : Pekin Ogan suggested this

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approach which is a further extension of net benefit model as developed by

Morse. In this approach, the value of human resource is determined in

future for the enterprise. Under this method, the following steps are

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involved :

(a) Ascertainment of Net benefit from each employee (as

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determined previous approach).

(b) Certainty factors at which the benefit will be

available in future.

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(c) The certainty equivalent benefit will be calculated by

multiplying the certainty factor with the net benefits

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from all the employees. This equated as the value of

human resources to the enterprise.


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(b) Aggregate payment approach :

This is the model envisaged by the Indian author Prof. S. K. Chakraborty

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in 1976, on the human resources. He has valued the human resources in

aggregate and not on an individual basis. However he suggested that

managerial and non managerial manpower can be evaluated separately.

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The value of human resource on a collective or group basis can be found



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117
and by multiplying the average tenure of employment of the employees in

that group and shown as investment in the position statement. The average

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annual salary grade structure and promotion schemes of the enterprise.

He has further stated that recruitment, including selection development and

training costs of each employee could be records separately and these could

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be attributed as deferred revenue expenditure to be written off over the

expected average tenure of the employee in the organization. The deferred

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portion should be shown in the position statement of the organization. If

there is permanent exit on account of that year attributable to that person

should be written off against the income in the year of exit itself.

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The discount rate for the purpose of finding the present value of estimated

payments in the future should be taken as the expected average after tax

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return on capital employed over the average tenure period. He opines that

the adoption of such a long term rate to avoid fluctuation in human asset

valuation from year to year is simply due to changing rates of returns.

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As for disclosure of accounting information on human resources as an asset,

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he has suggested that it would be most appropriate to include human assets

under investments in the position statement of the ogranisation prepared

at the year end. He does not favour this to be taken under the head fixed

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assets as it will cause problems of depreciation, capital gains or losses upon

exit etc., neither it could be taken as current asset as it will not be in

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conformity with the general meaning of the term.




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2.10.3 EMERGING ISSUES :

Human resources accounting clearly encompasses such elements as :

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118
1. The composition of employees in different grades for five

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years.

2. Productivity of human resources for five years.

3. Programmes for employee development.

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4. Personnel payments to the employees and expenses on social

welfare per employee.

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5. Human assets valuation.

6. Human assets vis-?-vis total assets.

7. Value of human assets in an organization.

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In India, human resources accounting unit now has not been introduced as

a system. So far as the statutory requirement is concerned, the Companies

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Act., 1956 does not require furnishing of any significant information about

human resources in the financial statements of companies. The Institute of

Chartered Accountants of India, too, have not issued an value of human

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resources of an organization, However, the existing accounting standards,

in the absence of any negative directive, may be seen to support the

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adoption of human resources accounting by an organization for the purpose

of meeting its own requirements. As a result. HRA has become a sparingly

implemented practice in the corporate sector in India. The result of non-

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disclosure of human resources cost and value information in financial

statements of business enterprises has been that financial statements for no

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reveal any quantitative information on huaman resources and the state of

affairs is improperly reported to different authorities.


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The dichotomy in accounting between human and non-human capital is

rather fundamental, while the latter is recognized as an asset and recorded

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as such in the financial statement, the former is totally ignored. With the

accelerated growth in science and technology, the value of human capital is


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119
gradually increasing and hence it is essential for a company to reflect the

investment in human resources. In the absence of HRA, the management

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may not realize the negative effects of certain programmes aimed at

improving profits in the shortrun. Such programmes may result in

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decreased value of human assets due to fall in productivity levels, high

labour turnover and low morale.


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2.10.4 HUMAN RESOURCE ACCOUNTING IN INDIA :

An increasing trend towards the measurement and reporting of human

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assets, particularly in the public sector, is noticeable during the past 20

years. The companies, who are presently reporting human-asset valuations,

include:

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1.

Bharat Heavy Electricals Ltd. (BHEL).

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2.

Cement Corporation of India Ltd. (CCI).

3.

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Projects and Equipment Corporation of India Ltd. (PEC).

4.

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Engineers India Ltd. (EIL).

5.

The Minerals and Metals Trading Corporation of India Ltd.

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(MMTC).

6.

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Electronics India Ltd.

7.

Infosys Technologies Ltd.

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2.10.5 Prospects

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Human asset accounting still remains a voluntary disclosure on the part of

business entities and as yet no expose draft has been issued for such a

specialized report. Unless this minimum initiative is taken by the

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accounting bodies such as Indian Accounting Standards Board and also the

International Accounting Standards Committee outlining the format.

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Provisions and guidelines. A real push to this additional information can



120

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scarcely be expected. One has to reckon that, accounting for people as

organizational resources, through it has a high relevance evaluation, has a

low objectivity evaluation.

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Reference Books

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1. Human Resource Accounting: Advance in Concepts, Methods and

Applications (Hardcover), Eric G. Flamholtz, Springer; 3 edition,

ISBN: 0792382676

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2. How to Measure Human Resource Management (Hardcover), Jac

Fitz-enz, et al, Mc-Graw Hill),

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3. Accounting for Human Resources: Rakesh Chandra Katiyar, UK

Publishing House.

4. Human Resource Accounting: M. Saeed, D. K. Kulshestha, Anmol

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Publication.

5. Human Resource Accounting: D. Prabakara Roa. Inter India

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Publication.




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QUESTIONS

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1. What is Human Resource Planning? Briefly discuss the steps

involved in HR planning or an industrial enterprise?

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2. What is Human resource accounting what are its objectives? How is

it relevant in today`s context.

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3. Describe the Lev-Schwartz model human resource accounting. What

are its limitation.


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121
4. Write a brief note on the various approaches to human resource

accounting.

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5. Define training. Explain the advantage of training to the employees

and the organization.

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6. How will you determine the training needs of an organization?

Discuss.

7. What is productivity? Write about the factors affecting productivity

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with a special reference to the human capital.

8. Briefly state the areas to be focused for effective human capital

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investment.

9. Write a note on Measurement of Human Value addition into Money

Value.

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10. Write notes on: (a) Cost based approaches of HR valuation.

(b) Limitations to HR accounting.

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(c) Effective HR planning.

(d) Measures to evaluate Human Capital

(e) Human Capital

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122
UNIT ? III

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Objectives of the Study

* Human Resource as an asset

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* Investment in human resources

* Rate of return on human resources

* Parameters for calculating return on investment in human resources

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* Human Resource Cost Analysis

* Organizational behaviour vs. Turnover

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* Wastage of human resources labour turnover, idle time, and absenteeism

* Organizational Climate Approach.

* Cost Reduction

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* Future Performance



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Introduction

Human resources comprise one of the most valuable assets and it is a

better source of capital and can give continuity to any organization. The human

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beings co-ordinate the machines, men and money to the optimum advantage of

the organization. Computers with sophisticated technology may challenge the

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human resources with massive substitution of human resources in doing the

work, but even such computers ought to be installed and operated in the right

perspective to get the desired benefits only by the human resources. It may even

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substitute the labour of thousands of employees. But when the operator of that

computer is not equipped with the proper calibre and knowledge to operate it in

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the right way, then the work of thousands of workers get spoiled and thus,

human resource ultimately outweighs computer. Accounting for such human

resources is very vital for the organization to find out the inventory at the current

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level and to increase or decrease it as needed according to the prevailing

atmosphere of the organization.

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123
Controversy among the accountants continues as to whether the human

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resources of an organization can be considered as an asset and treated

accordingly in the accounting system in vogue. To consider something as an

asset, it should have legally enforceable claim and to be owned by the entity

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with an objective to derive service from it in future. There is a very strong case

for assetisation of human resources; the major-premise being that they are

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valuable resources to an organization. Investments in such asset will help

corporate decision makers.

Investment Approach to Hunan Resources

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Since human resources are considered as asset, any expenditure in the

acquisition and accumulation of human resources will be treated as an

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investment. Historical cost of human resources represents sacrifice that will

have to be incurred today to acquire and develop people.

Historical Cost of Human Resources

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The elements comprising historical human costs at three levels of

classification:

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A) Natural cost classification which refers to the primary objects of

expenditures such as salaries, advertising, agency fees etc.

B) Costs of specific personnel management functions such as recruitment,

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selection and training.

C) Costs of the basic human resource management functions involved in

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historical cost of human resources - acquisition and development cost.

CATEGORIES OF HISTORICAL COST

Historical cost of human resources is the investment in human resources

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which has expense and asset components. Various cost items representing

human resource investment subsystem can be categorized under four groups of

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input variables as under:

(l) Acquisition Cost


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124
(2) Development cost

(3) Welfare Cost

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(4) Other Costs



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RATE OF RETURN ON HUMAN RESOURCES

Human beings constitute an important asset for organizational success.

Without human resources, the physical and financial resources can't be

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operationally effective. The investment in such human resource variables and

the calculation of the rate of return on human resources is vital. When large

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amount of investment is made on human resource building, by not capitalizing

such expenditure, the profits of the organization are understated during such

build up periods and profit. Rate of return can be used as a very good

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performance measure, the index of which can be calculated as follows.

Conventional profit + Changes in human resources

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Conventional assets + Human assets

Parameters for Calculating Return on Investment in Hunan Resources

The rate of return can be calculated on the basis of the following premises:

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a) Measurement of return on organization building.

b) Measurement of return on organizational utilization.

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Measurement of return on organization building: In order to calculate return

on investment, the changes in human resources must be calculated and recorded.

To find out the changes in human resources, the total investment in human

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resources must be calculated.

Measurement of Human resources Investment

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|

Individual and group of individuals

|

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Measurement of Human resources Investment

|

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Recruitment, Training, Experience building

|


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125
Measurement of Return on Organization building.


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When such investment is made it is both for the purpose of organization

building and organization utilization. In regard to human resources investment

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for building the organization, the recruiting and training costs of an individual

and group of individuals must be calculated.

Also the orientation cost of building the personnel must be taken into account

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while making such calculations.

Measurement of Return on Organization utilization:

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For this purpose, the measurement of benefits obtained through

utilization of human resources must be done. Along with it, nonetheless, the

fulfillment of objectives by the utilization of human resources must also be

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taken into account for the measurement of utilization.

Measurement of benefits, objectives fulfillment

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|

Identified objectives using expanded and conventional

|

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Measurement of return on organizational utilization



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The clubbed result of measurement of organization building and of

human resources will provide return on Investment

Measurement of return on organization building

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+

Measurement of return on organizational utilization

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=

Return on Investment

HR Cost Analysis

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HR cost analysis is the study of behaviour of cost in relation to one or

more HR criteria. Controlling manpower costs has now become important for

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126
organisations, particularly when we are required to look within for cost savings

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to sustain organizational growth and profitability. To enforce control on HR

costs, it is essential to develop a check.list at the outset. This requires grouping

of activities under different cost heads and then Identifying the individual cost

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elements under each head. By developing an HR costs spreadsheet, we can

understand the magnitude of HR costs in an organisation. Element-wise cost

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trend over the years facilitates regular monitoring and operational control. At the

macro-level, net value added per employee is an indicator of cost efficiency. We

have given an example of such computation for a public sector undertaking over

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a six-year period, from the published data of Comptroller and Auditor Gencral

(CAG), 1999.

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Developing an HR Costs Checklist

Bramham (1998) developed an indicative checklist for HR costs.

However, this checklist varies from organization to organization due to obvious

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differences in their practices. Here we have mentioned about those cost elements

which are common in practice. .

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Remuneration

Remuneration costs include basic pay, dearness allowance, city

compensatory allowance, house rent allowance, conveyance allowance, etc.

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However, these are paid remuneration costs. Organizations are also required to

cater for deferred benefits to employees, which we have referred as NWLC

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earlier. Certain statutory payments to employees are also accounted under this

head, like, contribution to provident fund, pension fund, medical benefits,

payment for holiday, sickness, bonus, etc. To retain and attract talent,

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organizations may also give various fringe benefits to their employees. Even the

latest practice to provide stock options to employees involves certain

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opportunity cost to the organization. The best practice is to delineate such cost

elements and arrange the same in the form of a spread sheet. Element-wise cost


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127
trends then can be studied over the years and also can be benchmarked with

other comparable organizations to understand the nature of variance and to

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enforce control, wherever necessary. Some organizations prefer to increase the

paid wage cost by reducing the NWLC burden. Such strategy is very effective in

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cases, where employees are mostly in their exploratory age group (less than 35).

This in one way helps the organization to reduce their cost burden and at the

same time to retain young and talented employees. Cost savings certain statutory

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payments is also possible by participating in Group Gratuity Scheme, Group

Medical Insurance Scheme, Group Pension Scheme, etc., of public finance

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institutions, like, Life Insurance Corporation, etc.

Recruitment

Recruitment cost is also another major cost head for HR. Right from

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developing job specifications to describing job requirements, it includes costs of

recruitment, promotion (through advertising), head hunting, evaluation,

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interviewing, induction and orientation. A well defined job specification

minimizes the search for the right fit and consequent costs. If recruitment plans

are to meet short-tern-requirements, it may be better to outsource than go in for

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direct recruitment:

There are many specialized manpower agencies, which make people

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with required skill sets available on contractual terms. Similarly, internal hiring

also needs to be explored vis-d-vis external hiring. Internal hiring involves

restructuring and relocation costs, a clear policy on 'promotion from within'

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(wherever recruitment is made for the higher posts), etc. A detailed study on

cost of hiring is necessary to explore an alternative recruitment process.

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Training Costs

Cordon's (2000) 9-step analysis of ROI on Human Capital has already be

discussed in earlier chapter on 'Skills and multi-skilling'. In fact this 9-step

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model considers all aspects of training cost and its benefits. To be more specific,



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128
training costs include, cost for induction period, cost of remuneration for the

trainee and trainer, cost of travel for the trainee and the trainer, if any, cost of

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training materials, imputed cost of machines and equipments, used during the

training, cost for development of training modules, cost of training evaluation,

cost of material wastage during training, if any, cost of production loss for the

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trainee and the trainer (if he is within the organization, for in-house training),

etc. To accurately ascertain cost of training, it is necessary to develop a checklist

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or a worksheet, delineating all direct and indirect costs of training. There are

various methods of training delivery, which we have discussed in chapter on

'Training and Development'. Relative benefits and costs of each such method

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also need to be weighed to understand the most cost-efficient system. Any

training on skill renewal needs to be weighed in terms of expanded skill cycle of

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the trainees. If the trainees are in the higher age bracket or due to retire within a

short span, then offering them voluntary retirement (VR) may be more cost-

effective than putting them on training for skill renewal and skill change.

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Relocation Costs

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Many organizations have their policies on periodic relocation of

employees as part of their restructuring exercise. This is more appropriate for

those who have their units in multiple locations. Such decisions from

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organizational point of view, involve cost related to disturbance allowance, cost

of possible litigation, cost of housing, cost of travel, etc. Many departmental

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undertakings and public sector units thoughtlessly relocate their employees

adding costs to the exchequer. For example, in one of the published reports, it

was evident that Indian ordnance Factories spent in one year Rs. 40 crore for

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relocation of their employees. Hence relocation decisions must be cost effective

or else this will defeat the purpose, straining organizational viability.

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Separation Costs



129

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Relocation also induces separation. There may be other reasons for

separation, which may be either for organizational initiative or for individual

employees reasons. Since separation requires replacement, immediate cost-

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effect is on loss of production. Other costs of separation are redundancy benefits

(if separation is organization induced), ex-gratia payments (if any), etc. Since

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separation follows immediate liquidation of fringe benefits, savings of the

organization on this course also need to be considered to compute the actual

costs. Indian organizations have now replicated global practices, to go for large-

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scale redundancy. Offering VRS in PSU banks to 99,425 employed at a cost of

Rs. 10,073 crore is an example. While this may prove to be effective for obvious

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reasons of savings on manpower (redundant) cost, it may also have the ill effect

of skill mismatch (particularly business skills) with new recruits, which will

further add to the cost of separation.

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Support Costs

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Some of the employee support services are statutory, while others are offered

voluntarily by the organizations. For computing support costs, therefore, it is

necessary to distribute these under two different heads and then study their

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impact. Medical welfare, canteens, safety, security, insurance (medi-claim, etc.),

death benefits, parking space costs, etc. are some of the statutory costs for

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employee support services. While house journal, club membership, music at

workplace, long service awards, suggestion schemes, library services, holiday

homes, etc., are examples of voluntary support services for employees. Since,

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employee support services have direct effect on employee motivation, cost

curtailment decisions must have reference to this aspect.

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Personal Overhead Costs

Personnel overhead costs spread over personnel record keeping, costs for

maintaining Human Resources Information Systems (HRIS), cost of personnel

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130
decisions and overall costs for maintaining personnel department (salary of the

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people working in this department). Outsourcing personnel services to a great

extent can reduce such cost burden. However, its relative merits and demerits

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need to be studied.

To enforce control over human resource costs, it is necessary to develop

worksheets on each cost element, duly grouping these under different cost

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heads. Decisions on cost control need to be weighed in terms of lost opportunity

for employee motivation and consequent loss of productivity. To understand the

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trend of HR costs, ratio analysis can be done from the data collected from the

spreadsheet.


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Organizational Behaviour

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Organizational behaviour is the study and application of knowledge

about human behaviour related to other elements of the organization such as

structure, technology and social system. Basically, organizational behaviour is

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concerned with that aspect of human behaviour which is relevant for

organizational performance. It studies human behaviour at individual level,

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group level and organizational level. A study of organizational behaviour

involves the integration of the behavioural sciences into the study of people's

behaviour within the organizations. Thus, organizational behaviour is an

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academic discipline concerned with understanding and describing human

behaviour in an organizational environment.

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Features of Organizational Behaviour

l) Organizational behaviour is not a discipline but it is a field of study in which

endeavour is made to synthesise principles, concepts, and processes. But a

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discipline is an accepted science with a theoretical foundation.



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131
2) Since the study of organizational behaviour integrates the relevant knowledge

drawn from different disciplines for some specific purpose, it is an

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interdisciplinary approach. It draws heavily from psychology, sociology and

anthropology.

3) Organizational behaviour study makes application of various researches to

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solve the organizational problems particularly related to human behaviour

aspect. It concentrates on applied research.

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4. The organizational behaviour is a normative science. A normative science

prescribes how the various findings of the researches can be applied to get

organizational results which are acceptable to the societ5r.

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5. The attention of organizational behaviour is focused on people from

humanistic point of view.

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6. Organizational behaviour is oriented towards organizational objectives.

Further organizational behaviour focuses on both organizational and individual

objectives.

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7. Organizational behaviour study is total systems approach which integrates all

the variables affecting organizational functioning.

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ORGANIZATIONAL BEHAVIOUR VS. TURNOVER

Individual Behaviour

Turnover in an organization may also be based on the organizational behaviour

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of the employees. Turnover may be a factor caused by individual decisions or

group decisions. As far as an individual worker or personnel is concerned, the

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following may be the reasons for leaving the job:

a) The individual may feel that the pay that he receives is unfair, inequitable and

not commensurate for his standard of living.

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b) Individual may sustain work dissatisfaction due to the disturbances caused by

people in the supervisory cadre.

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132
c) Individual may feel that his ego is hurt both by the top management and the

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people in the supervisory cadre.

d) He may leave the job, feeling that there is no recognition for his work.

e) For want of promotion, a person may leave his work. In flatter organizations

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there may be little chance for promotion. Some people may find wide

discrepancies between pre-employment expectations and actual job experiences.

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f) Employee's morale and motivation may not be tuned by the on-going job

conditions.

h) Resignations and turnover may increase if people are not trained properly or

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feel that demands are being made upon them which they can't reasonably be

expected to fulfill without proper training.

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The above said are the normal reasons for which employees may leave

the organisation. But there are people who continue even after sustaining

dissatisfaction for which, reasons could be found out only by analyzing the

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psychological views of them.

There are certain reasons which are very apparent for which the

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employees quit their jobs and sometimes the incumbent's behaviour of leaving

the organization is mysterious and beyond analysis.

Group Behaviour

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Sometimes the employees may leave the organization in a group. This

massive turnover, sometimes, paralyze the organization and even it may lead to

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its temporary closure. Especially this type of turnover is more among the

category of unskilled, and semi-skilled workers who are mostly illiterate.

They are guided by their informal leader who directs them and some-

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times dominate the formal union leader. Organizational behaviour of' the

informal leader may be both positive and negative to his group workers.

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When he institutes a move in which he rationalizes the quit purely for the

welfare of the employees, it is well and good: but when he makes the move to


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133
quit for threatening the top level management to achieve his personal ends, it is

not good both for the employer and the group. Even though some of the workers

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in the group have dissatisfaction over the behaviour of the informal leader, they

go on with him just to keep the team spirit.

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Turnover like this could be done only when the group is sure of getting

alternative employment immediately without disturbing their earnings. In some

cases, turnover of employees as a group is done mainly on the gimmicks played

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by another employer in the same industry to attract labourers for his unit. He

may bribe the informal leader and make him to direct his group for leaving the

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current employer. Since there is no problem in getting employment, the group

members may give consent based on their vicious leader's command. The main

reason for the success of the informal leader is that it is very easy to strike a

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harmony among the illiterate and little educated 'workers

Group Behaviour and Educated Personnel

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In case of educated personnel. quitting the job as a group is not feasible

since each incumbent has his own idea and behaviour towards his job. It is a

herculean task to strike a harmony among such personnel since they are

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educated. Personality clash is very common among educated personnel and

informal leadership may not be a viable concept among them. Power politics

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among them to attain the favour of the employer will erode their union and

decision on collective strength to quit the job may not be a possible one. Even

though they form a group, they will see that there is no damage to their ego

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because of any action of others in the group.

WASTAGE OF HUMAN RESOURCES

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The term wastage is the loss of employees other than by redundancy.

Redundancy points out the position of the employee as no longer needed for any

available job and therefore liable to dismissal. In an organisation, the wastage is

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caused by-



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134
(a) Labour turnover

(b) Idle Time

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(c) Absenteeism

a) Labour Turnover

The change in workforce is known as labour turnover. It is the rate of

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change in the composition of the labour force in the organization. Whenever an

employee leaves the organisation, the management, has to sustain loss and

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wastage arising from the replacement of the leaving incumbent, by

inexperienced new labour force. This replacement cost also includes cost of

recruitment, selection and training of new employees. Loss of output due to the

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gap in obtaining new workers, loss due to inefficiency of new workers, cost of

accidents due to lack of experience of new workers and cost of scrap and

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defective work of new workers are the replacement cost involved in labour

turnover. In order to keep the workforce satisfied and to prevent or discourage

them from leaving the organization the management incurs the following costs:

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(a) Cost of welfare activities

(b) Cost of medical services

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(c) Pension Schemes

(d) Extra bonus

In spite of the preventive measures, if there is higher labour turnover

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then it will deplete the stock of human resources and also lead to its wastage.

For example in a company an executive officer is appointed and sent abroad to

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get special training on the work method. The cost of giving him the training is

Rs.6 lakhs. Unfortunately he leaves the job (no contractual liability or bond) and

the company has to replace another incumbent with the same training and

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additionally it has to spend another 6 lakhs for making the new incumbent fit for

the job. Human resources at a cost of Rs.6 lakh is wasted due to the turnover. In

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order to avoid wastage, by turnover the m ulagement should take the following

steps:


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135


1) Suitable and satisfactory wage policy:

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When the management is suitably rewarding the labour by devising a

satisfactory wage policy, the turnover may be low.

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2) Proper work conditions:

The management should see that the workers are provided proper

working conditions to ensure their health and safety.

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3) Sympathetic attitude of personnel department:

To prevent turnover, the personnel department should have positive and

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sympathetic attitude towards the workers and motivate them in the right

perspective.

4) Financial and non financial incentive plans:

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To recognize both efficient and normal work, the management must

frame both financial and non financial incentive plans.

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5) Promotion opportunities:

Majority of the workers will be on the look-out for an opportunity to quit

the organization when there is no scope or little scope for promotion in spite of

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satisfactory remuneration. When the opportunities for promotion are more, the

turnover may be low.

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6) Labour participation in management:

This is one of the recognized ways of recognizing labour, since it gives

the worker a sense of involvement in management and his participation in

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managerial affairs will give him the sense of responsibility and he will not think

of leaving the organisation.

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7) Effective grievance procedures:

The workers must be given explicit and vivid procedures to represent

their grievances so that the grievances could be redressed immediately and

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136
reduce the depression of workers. Consequently, his idea to quit on this reason

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may be dropped by him.

8) Welfare measures:

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Strengthening the welfare measures in general will improve the morale

and motivation of the workers and will reduce turnover.

B) Idle Tine

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When the work is measured on the basis of the time spent by the labourer, the

concept of idle time has to be given significance, since it is a factor that affects

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the cost of production to a greater extent. Idle time represents time lost by 'time

workers'. When workers are paid on time basis, there may arise a difference

between the time for which they are paid and that which they actually spend on

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production. The difference between the time they spend on the work and the

time for which they are paid represents idle time.

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Example:

( l) Time lost between the mill' or factory gate to the production department.

(2) Tea breaks

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(3) Machine maintenance.

Production causes of idle time: The human resources are wasted to a greater

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level at the production point, due to many reasons. When there is a breakdown

of machine, then there is idle time of workers for which they are paid. Power

failure is also another reason for idle time in which the wastage is caused by

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frequent power failure. This problem could be managed by installing electric

power generators. Sometimes the workers have to be idle for want of

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instructions from the foreman or factory engineer. They may also wait for tools

or for the arrival of raw materials. Idle time can be reduced by the strict

supervision and proper maintenance of plant and machinery.

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Administrative causes: Idle time may also be caused by administrative

decisions. When there is a surplus capacity of plant and machinery which the

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137
management decides not to utilize there may be idle time due to administrative

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reason. This will happen during depression period in which some machines are

used below capacity and the regular workers are paid full amount of wages. This

type of idle time arises out of abnormal situations and is generally not

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controllable by the management.

Economic causes: Idle time may also be caused when there is a fall in demand

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for the product, seasonal nature of certain industries etc., in which production

can't be engaged, and the surplus labour (permanent) ought to be utilised for

doing some other jobs. If the management is not utilizing the manpower in

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alternative employment, then there will be idle time.

Types of Idle Time

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Normal idle time: Here the wastage of human resources cannot be avoided and

has to be borne by the employer. For example, when the engineering department

takes time for setting the machine when it goes out of order, the labourers have

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to wait for which time they have to be paid. As a first method of treating idle

time, it may be charged to factory overhead. Wage rate may be inflated so as to

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make allowance for normal loss of labour time.

Abnormal idle time: Here the idle time arises due to reasons which are beyond

the control of management. Time lost due to breakdown of machineries, time

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lost in waiting for raw materials and tools and accidents are some of the

examples of abnormal idle time and it is adjusted through costing profit and loss

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account. The following table is the specimen of an idle time card useful in

accounting for idle time.

Control of idle time:

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1. Controllable causes for idle time should be properly analyzed and

responsibility should be fixed on appropriate individuals.

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2. Production ought to be planned in proper manner so that imbalances in

production are avoided or reduced.


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138
3. Repairs and maintenance of plant and machinery should be regularly

undertaken to avoid their breakdown.

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4. There should not be any interruption in the supply of raw materials.

5. Right tools along with work instruction at the right time will avoid idle time.

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6. There must be rigid control and strict supervisory measures to make the work

to move without idle time.

C) Absenteeism

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Absenteeism is another way in which human resources are wasted. It is a major

concern in most organisations. Employees may be absent from work for several

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reasons illness, death in the family, or personal reasons which are unavoidable

and understandable. Number of employers have sick policies that allow

employees to take paid absences, a certain number of days per year. The formula

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suggested by U.S Department of Labour for computing absenteeism rate is as

follows:

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Number of person days lost through job absence during period

--------------------------------------------------------------------------- x IOO

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Average number of employees x Number of work days



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Reasonable absenteeism: When a labourer or personnel absents him with

proper reasons, (illness, death of relatives, urgent personal work, etc.) then the

employer could bear with such absenteeism.

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Unreasonable absenteeism: When a labourer or personnel absents himself from

work without genuine reasons, then it is called unreasonable absenteeism' For

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example, medical leave may be applied for, by a worker for completing his

personal works. Perhaps it may be called as .medical leave on non-medical

ground'. Similarly employees may avail casual leave to stretch the week-end on

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Friday and Monday.



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139
Steps to achieve effective absence control:

l) There must be commitment on the part of management to reduce the cost of

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absenteeism.

2) Another controlling measure of absenteeism is to trust the employees and

provide sickness benefits on the strength of this trust. Yet they should not accept

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claims of sickness benefit when the level of sickness absence is unacceptable.

3) Computerized information system is necessary for the successful functioning

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of the 'trust' system.

4) Absenteeism must be accepted on the basis of a documented attendance

policy.

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5) In order to increase the responsibility of the managers and team leaders to

deal with the problem of absenteeism, regular and proper training must be given.

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6) Counselling facilities must be given to employees on attendance problems.



ORGANIZATIONAL CLIMATE APPROACH

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Organizations are social systems. Organizations combine science and

people, technology and humanity. It is not possible for every organization to

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have the same type of technology and people and so the organizations differ in

their characteristics and internal environment. The internal environment of an

organization may be called the organizational climate. organizational climate, a

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guide for dealing with people serves as a major influence on motivation and

productivity of individuals and total work force. Organizational climate may be

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noted as the 'personality' of an organization as conceived by its employees. The

organizational climate usually has a major influence on motivation, productivity

and job satisfaction. The organizational climate is the major motivating factor

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responsible for satisfaction and dissatisfaction of employees in an organization

and affects the quantum of employees' turnover and satisfaction. It refers to the

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entire social system of a working group.



140

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Definitions

French (1985) defined organizational climate as "the relatively persistent set of

perceptions held by organization members concerning the characteristics and

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quality of organizational culture."

Keith Davis defines organizational climate as the "the human environment

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within which an organizations employees do their work".

Campbell defines organizational climate as a "set of attributes specific to a

particular organization that may be deduced from the way that the organization

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deals with its members and its environment".

Robert L. Mathis defines it as "composite view of characteristics of an

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organization as seen by employees".

The gist of the above definitions states that organizational climate is the

perceptional environment prevailing in an organization based on which

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employees do their work. It will have a major impact on the smooth flow in the

management of an organisation.

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Factors Affecting Organizational Climate

Stalwarts in organizational climate concept have used data relating to individual

perception of organization properties in identifying organizational climate.

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Litwin and Stringer state six factors which affect organizational climate:

1. Organization Structure: Ideas on the extent of organizational constraints, rules

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and regulations.

2. Individual responsibility: Having a sense of autonomy of being one's own

boss.

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3. Rewards commensurate rewards to recognize performance.

4. Risk and risk taking: The degree of challenge and risk to be sustained by the

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incumbent.

5. Warmth and support Feelings of general good fellowship and helpfulness

prevailing in work settings.

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141
6. Tolerance and conflict. Degree of confidence that the climate can tolerate

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differing opinions.

Schneider and Bastlett caption six items that should be included in determining

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organizational climate as follows:

1. Managerial support,

2. Managerial structure,

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3. Concern for new employees,

4. Inter-agency conflict,

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5. Agent's dependence and

6. General dissatisfaction.

It is very tough to generalize the basic contents of organization climate

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based on these studies.

SIGNIFICANCE OF ORGANIZATIONAL CLIMATE

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Influence on human performance: When the organizational climate is viable,

the incumbent gets motivated and his performance is upto the expectation of the

management. Consequently, he gets job satisfaction that reduces turnover.

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Organizational climate provides a type of work environment in which an

individual feels satisfied or dissatisfied. Since satisfaction of individual

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determines his efficiency, organizational climate can be said to be directly

related to his performance in the organisation. Organisatibnal climate affects

performance, satisfaction and attitudes of people in the organisation. A sound

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climate is a long run proposition. Managers need to take an assets approach to

climate, meaning that they take the long run view of climate as an organizational

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asset.

Performance was more predictable for subjects who worked in a

consistent climate than those who had to work in an inconsistent environmental

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climate. Inconsistent climate was having negative impact on productivity. The

organizational climate may be one of trust and confidence or one of fear and

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142
reprisal. Various organizational climates have different impacts on individual

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motivation, satisfaction and attitudes.

The climate of an organization derives originally from the philosophy

and goals of those who join together to create it. The philosophy and goals of

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people are implemented by leadership working through formal and informal

organisation. Formal and informal organization provide the structure to bind the

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institution together into a working team.

All organizations influence their members by means of a control system

that reflects a combination by communication and group processes. The systems

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of control in an organization interacts with employee's attitudes and with

situational factors to produce a specific motivation for each employee at a

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certain time.

The effect of an effective organizational behaviour system is to produce

motivation. Such motivation builds two way relationships. It means that

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management and employees are jointly benefited without manipulation of one

party by the other. Each type of employee is in need of a particular climate. In

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order to build up a sound climate, executives must understand their people in the

organisation. The significant factor is that what motivates job performance in

general and in building an overall climate conducive to motivation. The

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individual differences suggest that there can't be any all purpose organizational

climate. The following are the three models of organizational behaviour based

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on which the organizational climate ought to be fixed. Keith Davis identifies the

following three models of organizational behaviour.

Models of Organizational Behaviour

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1. Autocratic,

2. Custodial,

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3. Supportive and

4. Collegial


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143
1. Autocratic Model

Deep rooted in history, this model claims 'power' as its managerial

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orientation. The people who are in command must have the power to demand.

Authority is the only tool by which the manager gets things done. The

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employees have to follow the order and have to depend highly on boss attitude

for work climate. McGregor's theory states that human beings are inherently

distasteful to work and try to avoid responsibility. The autocratic model is based

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on McGregor's theory. Better performance is ensured through fear, threats,

punishment and occasional rewards. Communication is mostly one way i.e.,

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downward (communication flowing from the superior to the subordinate) and

there is little interaction between managers and employees. This model is useful

for accomplishing work where the employees can be motivated through

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physiological needs.

Custodial Model

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This approach depends on economic resources. If an organization does

not have the wealth to provide pensions and pay other benefits, it can't follow a

custodial approach. The resulting managerial orientation is towards money to

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pay the cost of benefits. Since the employee's physical needs are already

satisfied, he looks to second level security needs as a motivating force. The

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employee's dependence on the organization is prominent in custodial approach.

since the employees are safe for their bread, they now look for welfare measures

from their employer. Their organizational dependence is augmented and

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personal dependence on boss gets reduced to a considerable extent. Especially in

case of senior employees, they can't quit even if the grass looks greener

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somewhere else. In a custodial environment, the employees are maintained,

happy and contented but they are not strongly motivated. The result is that they

extend only passive co-operation. The employer can't erase the reservations of

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the employees over his boss attitude by the perks he gives then and there.



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144
Though satisfied and feel secure, most employees are not producing anywhere

near their capacities and they are not motivated to work to greater capacity of

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which they are capable. The employees are happy but they do not feel fulfilled

or self actualized. Thus, custodial approach though looks for economic resources

of keeping the employees happy with perks; it also met with fiasco in bringing

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about a self-actualized work force with motivation to achieve the desired result.

Supportive Model

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The supportive model of organizational behaviour depends on

managerial leadership than its dependence on power or money. The focal point

of this model is on participation making process. This model is based on the

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assumption that workers move to the maturity level and they expect supportive

measures like communication, leadership, decision-making interaction, control

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and influence to fulfill their higher order needs such as, esteem and self

actualization. Supportive model which gives more importance to human aspects

rather than economic resources of the organization crystallizes the role of

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managers to help employees to achieve their work rather than supervising them

very closely. Institutions with sophisticated technology and employing

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professional people can also apply this model for getting the best out of their

human resources. This model best suits for managerial levels rather than

operative levels.

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The Collegial Model

It is an extension of the supportive model. This concept is based on team

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work that relates to a body of persons having a common purpose. This model

tends to be more useful with unprogrammed work and intellectual environment

and considerable job freedom. The management, under this model should

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develop a feeling of partnership with the employees. Managers contribute rather

than extending an autocratic boss attitude. Since team work is the main motto of

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this model it brings both the management and workers under a single roof with



145

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mutual trust. The employees produce with quality, not because of their fear of

the inspector or the management's word to do so but out of their in-built

obligation to produce goods with quality. With high responsibility, employees

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discipline themselves for performance and feel some degree of fulfillment and

self actualization which will lead to moderate enthusiasm in performance. As far

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as supportive model is concerned, the maintenance cost of human resource will

gradually come down. Since the worker gets the optimistic feeling to work for

his organization with pleasure, there is no need for any additional expenditure

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on keeping the morale of the workers.

IMPROVEMENT AIYD DETERIORATION OF ORGANIZATIONAL

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CLIMATE

Autocratic Model

The first model of organizational behaviour creates a climate in which

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the feelings of the workers are suppressed and they have to just be obedient and

tolerative with the autocratic behaviour of the employer. The personal

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relationship between the employer and the employee is not upto the mark. The

labour turnover will be considerable when there is high dissatisfaction of the

employees with their boss since they have no other alternative except to leave

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the job. In case of bottleneck in production or marketing, the employees simply

keep mum and they never come out with suggestions for solving the problem.

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When the worker leaves his Job, he will burst out with his boss with

thick words coming from his soul and he will never have an idea to re-enter the

service. As far as autocratic model is concerned the workers sustain a tight

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organizational climate and they continue in the firm only for satiating their

physical needs and they have no peaceful organizational climate. In toto under

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autocratic model, there is little chance for the improvement of the climate and

there are more chances for the

deterioration of the existing climate.

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146
Custodial Model

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In custodial model of organizational behaviour, as the employee already

satisfies his physiological needs, he looks up to his boss for some second line

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benefits. In this climate ample chances are there to increase the climate by

offering second line benefits like pension benefit. Since these benefits are

guaranteeing welfare measures both for himself and his family, it creates viable

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and improved climate under which the worker comes forward with voluntary

endeavour to work for the organization with involvement.

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But once the benefits awarded to the workers is withdrawn by the

employer as their custodian, he has to eat the crow because the workers will lose

their confidence and morale and look at the employer will suspicion and now the

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climate will deteriorate and ultimately workers will be pushed to the tight corner

of seeking the trade union mode to get back the benefits they have enjoyed

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earlier. But the labour turnover will not be more because they enjoy good

climate with their work and their main aim is to look for welfare measures for

their family. They will work and raise routine voices for the benefits they have

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lost earlier. In this custodial behaviour system, the climate will be improved a

lot and little chances are there for deterioration. Since the workers will adopt

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"stay and fight" strategy for regaining their facilities enjoyed earlier, the labour

turnover will be less.

Supportive Model

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In supportive model, since democratic attitudes are more in the

behaviour of the employer, there will be a lot of improvement in the

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organizational climate instead of creating a climate through authority as in the

case of autocratic model or through economic resources in case of custodial

model. The employer creates a super organizational climate by his supportive

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role as a leader. Under this behaviour system, the workers have the inclination to

improve their performance since they have enough Job satisfaction and further

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147
scope of improving themselves in the organisation. There will be mutual trust

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between the employer and the employee. The employee will start thinking of the

welfare of the organisation. He will come out from the tight shell of distrust and

grudge with his employer and ready even to participate in the management.

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Chances for deterioration of the good organizational climate are less.

Since the employees' needs are met in a higher order, they voluntarily opt

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themselves for higher performance and contingencies sustained by the

management will be shouldered by the employees also. As a result, the employer

and employees will have a fine convergence and the improved organizational

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climate will be at its maximum and deterioration would be a rare factor.

HUMAN RESOURCES ACCOUNTING AND ORGANIZATIONAL

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CLIMATE

In the case of autocratic model, due to unviable organizational climate,

there will be increase in the cost of recruitment for filling the vacancies caused

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by the labour turnover. Since the workers will be up to the expectation of

employer only out of their fear of losing employment they will follow "work to

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rule" attitude. The autocratic model will tempt the workers to increase the cost

of production. This could be possible even by efficient workers as illustrated

below. In a textile mill, for a worker at the spinning point, 2 percent of the input

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is allowed as wastage. For example for 100 kg of raw cotton, he should give an

output of 98 kg of yarn. An efficient worker who is capable of giving 100

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percent output without wastage may voluntarily go in for utilizing the gap of

wasting 2 percent of the output since it may be one of the outlets for expressing

his discontent over the autocratic behaviour of the employer and the bad

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organizational climate he sustains with him.

As far as the custodial system of organizational behaviour is concerned,

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the employer has to spend additionally on maintaining the human resources.



148

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Since the employer is spending more on welfare measures, the cost will be more

but it may be compensated by the increased productivity and reduced wastages.

DETERMINATION OF CHANGES IN HUMAN RESOURCES

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VARIABLES:

The human resources planning is the systematic and continuing process

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of analyzing an organizations human resource needs under changing conditions

and developing personnel policies appropriate to the longer-term effectiveness

of the organisation. It is an inner part of corporate planning and budgeting

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procedures. One of the main objectives of human resource planning is to

anticipate the changes in human resources variables i.e., potential surplus or

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deficit of people. The human resources variables can be classified into two

categories:

a) Casual Variables

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These variables incorporate occasional changes, but any change done so

will lead to a major change in the organizational culture and future trend (eg.,

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organizational structure, management policies, plans, business strategies,

leadership, skills, behaviour etc.

b) Intervening Variables

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These variables reflect the internal health of the enterprise. They include

loyalties,

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attitudes,

motivations,

morale,

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interpersonal

interaction,

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communication, decision making etc., These are controllable variables which

could be kept under the control of the employer by taking consistent effort to

maintain the morale, motivation, loyalties and attitude of the employees by

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various measures. Right decision with proper communication will keep these

intervening variables at the equilibrium point. Changes in these variables are

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very common and it leads to changes in the number of people and hours of work

available, the capacity of employees to do the work and their productivity.


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149
The changes in human resource variable arise mainly due to the

following reasons:

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a) Potential changes to existing resources through internal promotions.

b) Potential losses to existing resources through employee wastage.

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c) Effect of changing conditions of work and absenteeism.

d) Age distribution of employees which may lead to a sudden rise in retirement.


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Causes of Employee Turnover

Employee wastage is a main factor that causes changes in the human

resources variable. The various reasons causing labour wastage or turnover are

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listed below:

Pay: Problems in regard to pay arises because of uncompetitive, inequitable or

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unfair pay systems. The following actions may revive the bottleneck caused by

pay:

l) Reviewing pay levels on the basis of market surveys.

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2) Introducing job evaluation or improving an existing scheme to provide for

equitable grading decisions.

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3) Ensuring that employees understand the link between performance and

reward.

4) Reviewing performance related pay schemes to ensure that they operate

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fairly.

5) Adopting payment by results systems to ensure that employees are not

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penalized when they are engaged only on short runs.

6) Tailoring benefits to individual requirements and preferences.

7) Involving employees in developing and operating job evaluation and

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performance related pay systems.



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150
Jobs: Dissatisfaction results when jobs are unrewarding in themselves. Jobs

should be designed to maximize skill variety, task significance, autonomy and

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feedback and they should provide opportunities for learning and growth.

Performance. Employees can be de-motivated if they are unclear about their

responsibilities or performance standards or uninformed about how well they are

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doing or feel that their performance assessments are unfair.

The following solutions are recommended:

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l) To express performance requirements in terms of hard but attainable goals.

2) To get employees and managers to agree on those goals and the steps required

to achieve them.

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3) To encourage managers to praise employees for good performance but also

get them to provide regular information and easily interpreted feedback.

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4) To train managers in performance review techniques such as counselling.

5) To brief the employees on how the management system works and obtain

feedback from them on how it has been applied.

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Training: More resignations and turnover will be there if people are not

properly trained or feel that demands are being made upon them which they

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can't reasonably be expected to fulfill without proper training. Training

programmes and training schemes should be developed so that employees get

competence and confidence to achieve expected performance standards. The

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training programme should be designed to acquire new skills and competence.

Career development: Dissatisfaction with career prospects is a major cause of

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turnover. The idea of providing 'cradle to grave' careers is no longer relevant in

the more changeable job markets of today. Individuals as incumbents possess

'portfolio' of skills and may consciously change direction several times during

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their careers. For maintaining a stable workforce employers should plan to

provide career opportunities by providing more promotion opportunities and

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equitable promotion procedures.



151

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Commitment. The following are the ways to increase the commitment of the

employees towards the achievement of the goals of the organization:

l) To explain the organizations mission, values and strategies and encouraging

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employees to discuss and comment on them.

2) To seek and take into account the views of people at work.

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3) To introduce job changes only after consultation and discussion.

4) To provide opportunities for employees to contribute their ideas on improving

work systems.

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Lack of group cohesion: The employees of an organization can feel isolated

and unhappy if they are not part of a cohesive team or if they are bedevilled by

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disruptive power politics. To solve this problem, autonomous work groups must

be established and rewarding people for working effectively as members of

teams and developing team work skills.

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Dissatisfaction and conflict with managers and supervisors: The

management in general or the individual manager may unfairly treat the

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employees which may cause turnover and this problem should be remedied by

selecting managers and team leaders with well developed leadership qualities.

Another way is to introduce better procedures for handling grievances and

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disciplinary problems.

Recruitment, selection and promotion: Rapid turnover can result simply from

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poor selection or promotion decisions. It is essential to ensure that selection and

promotion procedures match the capacities of individuals to the demands of the

work they have to do.

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COST REDUCTION

Cost reduction is defined as the achievement of real and permanent

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reduction in the unit cost of goods manufactured or services rendered without

impairing their suitability for use intended. Cost reduction must be real and


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152
increase productivity. It must be permanent and should not impair the suitability

of products or services for the intended use.

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Scope and Areas of Cost Reduction

The scope of cost reduction is wide and it could be applied to wherever

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cost is incurred. In many organizations the cost of human resources is very high.

The top management should find ways by which the cost of human resources is

reasonably reduced. Any abnormal reduction of cost in this regard may lead to

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unfavourable climate. In autocratic type of climate the human resources cost will

be reduced since the employer is not so particular about keeping the morale of

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the employees high and to motivate them for higher productivity. Since better

performance is ensured through fear, threat, punishment and occasional rewards,

there is no need for spending on welfare cost.

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In custodial model, over and above their normal salary and wages the

workers look out for welfare measures for which the management has to spend

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additional amount. So cost reduction is not fully possible here. In supportive

model of organizational behaviour, the management extends leadership and

support to the employees for job performance. Here the employees' needs are

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met in High Order. So it may lead to increased cost. But their future

performance may be high which may lead to increased productivity and

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ultimately lead to cost reductions.

Future Performance

The human resources cost will increase when custodial and supportive

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model of organizational systems are in vogue. The consequent result will be

increased work performance and productivity.. When productivity increases it

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will reduce ultimate cost of production. In toto, the concepts of increased cost

and cost reduction are changing frequently in regard to the cost incurred on

human resources. The future performance of the human resources depends upon

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the organizational climate. In autocratic model, of course, the employer can



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153
reduce cost by suppressing the human resources. But such cost reduction is a

temporary one. The workers, who are dissatisfied with work, wait for the apt

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time to quit the job which may lead to labour turnover and subsequent increase

in cost due to new recruitment and less productivity. Even workers, who

continue, may not perform up to expectations. In concluding remarks, the human

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resources, could be stated as a variable factor which causes both increase in cost

and cost reduction which are the factors dominantly affecting the future

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performance of the human resource structure of the organization.

Books for further study:

1. Theodre W. Schultz, "Investment in Human Capital", The Americal

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Reviwe, Vol. I.

2. Caplan E. H. and Landekich, S., "Human Resource Accounting: Past,

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Present and Future"



Questions:

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1. How to determine rate of return on investment in human resource?

2. Explain the factors affecting the organizational climate.

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3. Explain the organizational behaviour with a suitable diagram.

4. Explain the various models of organizational behaviour.

5. How the organizational climate improves and deteriorates under various

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models of organizational behaviour?

6. What are the various reasons that cause the wastage of human resources?

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7. Explain the salient features which treat human resources as an asset.

8. Explain the ingredients of historical cost of human resources.

9. Explain the various categories of investment in human resources.

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10. Explain the impact of organizational behaviour in labour turnover.

11. Explain the cause of labour turnover.

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154
12. Explain the various ways how human resources are lost and what are the

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measures you suggest to prevent labour turnover.

13. What is Cost reduction in human resources?

14. State the areas of Cost reduction in human resource

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15. What is relationship between cost reduction and future performance

16. What is Training Cost?

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17. What is Relocation Cost?

18. What is Separation Cost?

19. What is Support Cost?

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20. What is Personal Overhead Cost?



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155
Responsibility Accounting

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Introduction:


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The systems of costing like standard costing and budgetary control are

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useful to management for controlling the costs. In those systems the emphasis is

on the devices of control and not on those who use such devices. Responsibility

accounting is a system of control where responsibility is assigned for the control

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of costs. The persons are made responsible for the control of costs.

Responsibility accounting implies a system of accounting whereby the

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performance of various people is judged by assessing how far they have

achieved the predetermined targets set for the divisions, departments or sections

for which they are responsible. each person is responsible for his area of

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operation. Responsibility accounting is similar to any other system of cost such

as standard costing or budgetary control but with greater emphasis towards

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fixing of the responsibility of the persons entrusted with the execution of

specific job. For example, if Mr. X has prepared the cost budget of his

department, he will be made responsible for keeping the costs under control.

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Mr. X will be supplied with detailed information of actual costs incurred by his

department. In case the costs are more than budgeted costs, then A will try to

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find out the reasons and take corrective measures. X will be personally

responsible for the performance of his department.


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Definition



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Responsibility accounting is a system under which managers are given

decision-making authority and responsibility for each activity occurring within a

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specific area of the company. Under this system managers are made responsible


156

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for the activities of segments. These segments may be called departments or

divisions.


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1


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Eric Kohier defines responsibility accounting as "a method of accounting

in which costs are identified with persons assumed to be capable of controlling

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them, rather than with products or functions. It differs from activity accounting,

in that it does not in itself require an organizational grouping by activities and

sub-activities or provide a systematic criterion of system design."

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Charles T. Horngreen defines "Responsibility accounting is a system of

accounting that recognizes various responsibility centers throughout the

organization and reflects the plans and actions of each of these centers by

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assigning particular revenues and costs to the one having the pertinent

responsibility. It is also called profitability accounting and activity accounting".

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The following inferences can be made from the above definitions:


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(1) Responsibility accounting stresses on communication of information

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in



general and accounting information in particular to various decisional

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centers.



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(2) Responsibility accounting lays greater emphasis on persons (human

factor

management)

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(3) Responsibility accounting is tailored to the organizational structure

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so that the



157

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process of communication of information follows principles of

organization.


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(4) It is an accounting system which collects and report both planned

and actual

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accounting data in terms of sub-units which are

recognized as responsibility

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centers.



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Steps Involved in Responsibility Accounting




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Responsibility accounting is used as a control device. Following steps

are necessary to effect control through the responsibility accounting:

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(1) The organization is divided into various responsibility centers. Each

responsibility centre is put under the charge of a responsibility

manager.

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2

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(2) The targets or budgets of each responsibility centre are set in

consultation with the manager of responsibility centre so that he may

be able to give full information about his department. The manager

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of responsibility centre should know as what is expected of him ?

each centre should have a clear set of goals. The responsibility and

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authority of each centre should be well defined.

(3) Managers are charged with the items and responsibility over which

they can exercise a significant degree of direct control.

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(4) Goals defined for each area of responsibility should be attainable

with efficient and effective performance.

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(5) The actual performance is communicated to the managers concerned.

If it falls short of the standards, the variances are conveyed to the top


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158
management. The names of persons responsible for the variances

are also conveyed so that responsibility may be fixed.

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(6) The performance reports for each centre should be prepared

highlighting the variances and items requiring managements

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attention. the corrective measures are suggested or taken and

communicated to the concerned managers of the centers.


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Responsibility centers



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Responsibility accounting focuses attention on responsibility centers. A

responsibility centre is a sub-unit of an organization under the supervision of a

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manager who has the responsibility for the activities of that responsibility centre.

Each sub-unit has certain activities to perform and its manager is assigned the

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responsibility and / or authority to carry out those activities. responsibility

centre is the segment of business with reference to which information will be

communicated to pin point responsibilities. In the words of Anthony and Races,

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"A responsibility centre is like an engine in that it has inputs, which are physical

quantities of material, hours of various types of labor, and a variety of services;

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it works with these resources usually; working capital and fixed

3

assets are also required. As a result of this work, it produces output, which are

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classified either as goods, it they are tangible or as services, if they are

intangible. These goods or services go either to other responsibility centers

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within the company or to customers in the outside would." Responsibility

centres, for panning and control purposes, is classified into the following cases:


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(A) Expense Centre: An expense centre is a responsibility centre in

which inputs, but not outputs, are measured in monetary terms.

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159
Expense or cost centre is a segment of an organization in which the

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managers are held responsible for the costs incurred in that segment.

Responsibility accounting is based on financial information relating

to input (costs) and outputs (Revenues). In an expense centre of

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responsibility, the accounting system records only the cost incurred

in/by the centre or unit but revenues earned (output) are excluded.

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In case of certain responsibility centres, it is neither possible nor

necessary to measure the output in terms of monetary units. Most of

the service departments come in this category.

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(B) Revenue Centre: A revenue centre is a segment of the

organization which is primarily responsible for generating sales

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revenue. A revenue centre manager does not possess control over

cost, investment in assets, but usually has control over some of the

expenses of the marketing department. The performance of a

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revenue centre is evaluated by comparing the actual revenue with

budgeted revenue. The marketing manager of a product line, or an

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individual sales representative are example of revenue centers.

(C) Profit Centre: A responsibility centre is called a profit centre

when the manager is held responsible for both costs (inputs) and

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revenues (outputs) and thus for profit. A profit centre is a big

segment of activity for which both revenues and costs are

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accumulated. A centre whose performance is measured in terms of

both ? the expense it incurs and revenue it earns, is termed as a

profit centre. The output of a responsibility centre may either be

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meant for internal consumption or for outside customers. In the

latter case the revenue is realized when the sales are made. That is,

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when the output is meant for outsider

4 s , then the revenue will be

measured from the price charged from customers. If the output is

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160
meant for other responsibility centre, then management takes a

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decision whether to treat the centre as profit centre or not. In fact,

any responsibility centre can be turned into a profit centre by

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determining a selling price for its outputs. For instance, in case of a

process industry, the output of one process may be transferred to

another process at a profit by taking into account the market price.

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Such transfers will give some profit to that responsibility centre.

although such transfers do not increase the Companys assets, they

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help in management control process.

(D) Investment Centre: It is defined as a responsibility centre in

which inputs are measured in terms of cost/expenses and outputs are

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measured in terms of revenues and in which assets employed are

also measured. A responsibility centre is called an investment

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centre, when its manager is responsible for costs and revenues as

well as for the investment in assets used by his centre. He is

responsible for maintaining a satisfactory return on investment i.e.

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revenues, expenses and the amounts invested in the centers assets.

The manager of an investment centre is required to earn a

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satisfactory return. Thus, return on investment (ROI) is used as the

performance evaluation criterion in an investment centre.


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Advantages of Responsibility Accounting

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The following are some of the advantages of responsibility accounting:

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1. It introduces sound system of control ? a system of closer

control.

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161
2. Each and every individual in the organization is assigned

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some responsibility and they are accountable for their work.

3. Everybody knows what is expected of him. Nobody can shift

responsibility to anybody else if something goes wrong.

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5

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4. It is effective tool of cost control and cost reduction applied

with budgetary control and standard costing.

5. It facilitates the management to set realistic plans and

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budgets.

6. It is not only a control device but also facilitates

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decentralization of decision-making.

7. It measures the performance of individuals in an objective

manner.

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8. It fosters a sense of cost-consciousness among managers and

their subordinates.

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9. It helps the management to make an effective delegation of

authority and required responsibility as well.

10. Under the system of responsibility accounting, detailed

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information is collected about costs and revenues, on a

continuous basis and the data is helpful in planning for future

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costs and revenues.

11. Timely corrective action can be taken and better control over

costs can be achieved.

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Cost centers vs. Responsibility centers

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162

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A cost center is "a location, person or item of equipment (or group of

these) for which costs may be ascertained and used for purposes of cost control".

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Thus, cost center is used as a means of assembling items of cost, so that they can

be assigned to goods and services. In the case of cost centre, emphasis is not on

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the persons who may be managing a level or product or process.



Responsibility centers, on the other hand, are established on the basis of

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responsibility delegated to responsible personnel of the organization with a view

to identify costs which can be controlled by each one of them. However, cost

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centres sometimes may be used as responsibility centers too. In that case cost

reports are prepared both cost centre-wise and responsibility-centre-wise.


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6

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Transfer Prices




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The measurement of profit in a profit centre type of responsibility

accounting is also complicated by the problem of transfer prices. A transfer

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price is a price used to measure the value of goods/services furnished by a profit

centre to other responsibility center within a company. That is, when internal

exchange of goods and services take place between the different divisions of a

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firm, they have to be expressed in monetary terms. The monetary amount for

these inter-divisional exchanges/transfers is called the transfer price. While

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determining transfer prices a number of criteria should be carefully considered:



1. Transfer prices should help in the accurate measurement of divisional

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performance (profitability) measurement.



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163
2. Transfer prices should motivate the divisional managers into

maximizing the profitability of their divisions and making decisions

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that are in the best interest of the organization as a whole.

3. Transfer prices should ensure that divisional autonomy and authority

is preserved.

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4. Transfer prices should allow goal congruence to take place, which in

effect means that the objectives of divisional managers are

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compatible with the objectives of overall company.




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Transfer price policies refer to the selection of policies/methods that

would govern the calculations of such prices under various circumstances. The

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concern of transfer price policies is with developing a transfer pricing system

that (i) allows a measure of performance to reflect the use of resources by a

division, and (ii) allows the optimal allocation of the firms resources. In other

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words, suitable transfer prices should be related to (a) management performance

assessment, and (b) decision-optimization.

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7

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Chiefly there are two methods of transfer pricing ? cost based and

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market based. Based or, these, there are many types of transfer pricing ? cost

price, marginal cost price,

standard cost price, cost plus fixed margin, market price, negotiated price,

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opportunity cost price etc. Each type of transfer pricing have advantages and

disadvantages too.

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COST CONTROL THROUGH RESPONSIBILITY ACCOUNTING


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164

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The essence of responsibility accounting, as discussed above, is the

collection of costs according to responsibility centers in order that variances

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from standard costs and budgets can be identified with persons, and based on the

causes of variances, corrective actions may be initiated. Reports are prepared to

inform a responsibility centre manager how well he has performed in terms of

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costs. The purpose is not to indicate failure or to find fault. To be effective,

control must be conceived as a means of locating those activities and people in

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the organization in need of help so that assistance can be rendered and the scarce

resources of the firm more effectively utilised.8


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Controllable and Non-controllable Costs



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For each responsibility centre costs should be classified as controllable

and non-controllable.9 Responsibility accounting is based on the notion that a

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responsibility centre manager should be help accountable for controllable costs.

Since we have already discussed the concepts of controllable and non-

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controllable costs earlier. We focus on important points here. A cost is said to

be controllable when it may be regulated by a person at a given level of

responsibility during a specified time period. Non-controllable costs are those

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costs over which a person, at a given level of authority and during a specified

time period, has no control. Level of responsibility and time are the two factors

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which demarcate between controllable and non-controllable costs. Costs which

are not controllable at one level of responsibility would always be controllable at

another level.

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8



165

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For example, factory rent may be non-controllable by the plant superintendent

but would be controllable by the plant manager or by some higher authority.

Time also has an effect on controllability. A cost non-controllable in the short

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run would be controllable in the long run. For example, if management has

committed to a contract for a period, then it is not controllable for that period.

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However, it can be controlled by management at the time when contract comes

up for renewal.


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Responsibility Reporting



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Responsibility reporting is the crucial phase of responsibility accounting.

Responsibility reporting requires grouping and defining responsibility within an

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organization structure, determining and assigning costs to appropriate levels and

activities and placing a strong emphasis on cost controllability. Reports

prepared under responsibility accounting may be known as performance

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reports.10 These reports are prepared with the purpose of:



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1. informing each manager of his achievement in controlling costs of

his centre;

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2. pointing out each managers accountability for costs incurred; and

3. presenting cost information in such a way that motivates each

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manager to take remedial action for improved future performance.




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In preparing performance reports, management should focus attention on

three aspects: (a) frequency of reporting; (b) details to be presented in reports;

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(c) format of reports. The amount of details and frequency of reports depend on

the management level


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166
For which reports are being made. First line supervisors, for instance, would

need reports more frequently with considerable details, expressed in physical as

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well as financial terms. Management at higher level, on the other hand, would

need condensed reports, containing only that information that needs their

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attention and action. Reporting to higher levels of management would not be

too frequent. What is important is that reporting should be timely; that is,

information should be made available to management

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9

when it needs. As regards the format, reports should be comprehensive. They

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should clearly indicate activities controllable by the manager. Both actual and

budgeted performance with variances should be given. It is also desirable that

explanations, whenever possible, for the occurrence of variances and the

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remedial action taken or to be taken may also be given. The criterion to decide

about contents of reports should be the usefulness of information for indicating

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accountability and controlling cost. Reports should not be presented in highly

technical and complicated manner. They should be easily understood even by

non-accounting managers.

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HUMAN RESOURCE ACCOUNTING

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INTRODUCTION AND DEVELOPMENT


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Merits. According to the authors of this approach, a bidding process,

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such as this, is a promising approach towards (a) more optimal allocation of

personnel and (b) a quantitative base for planning, evaluating and developing

human assets of the firm.

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Limitations. This approach has several limitations:



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167
(i)

It has narrowed down the concept of opportunity cost by

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restricting it to the next best use of the employee within the same

organization.

(ii)

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It has specifically excluded from its purview those employees

who are not scarce or are not being bid by other department. This

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is likely to result in lowering morale and productivity of the

employees, who are not covered by the competitive bidding

process.

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(iii)

The total valuation of human resources base on this method may

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be misleading and inaccurate. This is because a person may be an

expert in a particular area and therefore may be useful for one

department but useless for another department. Thus, he may be

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a valuable person for the department he is working and command

a high value. However, he may have a lower price in the bid by

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the other department where his services are not at all required.



Standard Cost Approach

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10



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This approach has been suggested by David Watson. According to the is

approach, standard costs of recruiting, hiring, training and developing per grade

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of employees are determined year after year. The standard cost so arrived at for

all human beings employed in the organization is the value of human resources

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for accounting purposes.



The approach in easy to explain and can work as a suitable basis for

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control purposes through the technique of variance analysis. However,

determination of the standard cost for each grade of employee is a ticklish

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process.




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168
Present Value of Approach


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According to this approach, the value of human resources of an

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organization is determined according to their present value to the organization.

For determination of the present value, a number of valuation models have been

developed. Some of the important models are as follows:

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Present Value of future Earnings Model

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This model had been developed by Lav and Schwartz (1971). According

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to this model, the value of human resources is ascertained as follows:

(i)

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All employees are classified in specific groups according to their

age and skill.

(ii)

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Average annual earnings is determined for various ranges of age.

(iii)

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The total earnings which each group will get upto retirement age

are calculated.


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11

(iv)

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The total earnings calculated as above are discounted at the rate

of cost of capita. The value thus arrived at will be the value of

human resources/assets.

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(v)

The following formula has been suggested for calculating the

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value of an employee according to this model.




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T

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I t

( )

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Vr =



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t r

tr

1

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( R)



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Where

Vr = the value of an individual r years old.

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169

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I(t) = the individuals annual earnings upto the

retirement.


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t = retirement age




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r = present age of the employee

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R = discount rate



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Limitations. The method suffers from several limitations:



(1) A persons value to an organization is not entirely determined by the salary

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paid to him. A person may like to work at a salary which is less than what he

actually deserves. Moreover, salary does not remain constant over a period of

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time. They tend to change in response to social, political and economic

conditions. Hence, they cannot be predicted with precision and accuracy.

(2) The model ignores the possibility that an individual may leave the

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organisation for reasons other than death or retirement. Thus, it overstates an

employees expected service life and his future earnings.

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(3) The model does not take into account the changes which people make during

their career, from one role to another, at one or more times within the

organization itself. This may result in the changes in their expected future

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earnings and ultimately the value of human resources.



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12

(4) The model also ignores other considerations such as seniority, bargaining

capacity, skill experience, etc., which may result in payment of higher or lower

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salaries to employees. Thus, the salaries paid to employees may not really

represent the employees real worth to the organization.

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Reward valuation model


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170


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This model has been suggested by Flamholtz (1971). This is an

improvement on ,,present value of future earnings model since it takes into

consideration the possibility or probability or an employees movement form

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one role to another in his career and also of his leaving the firm earlier, than his

death or retirement. According to this model, the ultimate measure of an

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individuals value to an organization is his expected realisable value. The

realizable value is estimated on the basis of the present worth of the set of future

services he is expected to provide during the period he is likely to remain with

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the organization. The model suggests a five step approach for this purpose.



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1. Determination of the period for which a person is expected to serve

the organization.

2. Identification of ,,service states (i.e. roles or posts) that the employee

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might occupy during his service career including the possibility of

his quitting the organization.

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3. Estimation of the probable period for which a person will occupy

each possible ,,service state (posts or roles) in future in the

organization.

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4. Estimation of the value derived by the organization when a person

occupies a particular position, i.e. a service state for the specific time

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period. Such value can be determined either by multiplying the price

of the services (articles) with the quantity of the services (articles) to

be rendered (produced) or the income expected to be derived from

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the services to be rendered.



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13

5. The total value of the services derived by the organization by

different employees or group of employees is determined. The value

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171
thus arrived is discounted at a pre-determined rate to get the present

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value of human resources.



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Limitations. The model suffers from nearly all the drawbacks from

which the present value of future earnings model suffers. Moreover, it is

difficult to obtain reliable data for determining the value derived by an

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organization during the period a person occupies a particular position.

The model also ignores the fact that individuals operating in a group may

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have a higher value for the organization as compared to individuals

working independently.


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Net Benefit Model



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This approach has been suggested by Morse (1973). According

to this approach, the value of human resources is equivalent to the

present value of net benefits derived by the organization from the service

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of its employees. The method involves the following steps.



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1. The gross value of services to be rendered in future by the

employees in their individual as well as their collective

capacity is determined.

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2. The value of future payments(both direct and indirect) to the

employees is determined.

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3. The excess of the value of future human resources (as per 1

above) over the value of future payments (as per 2 above) is

ascertained. This, as a matter of fact, represents the net

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benefit to the organization on account of human resources.

4. The present value of the net benefit is determined by applying

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a pre-determined discount rate (generally the cost of capital).



172

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This amount represents the value of human resources to the

organization.


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14

Certainty Equivalent Net Benefit Model

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This approach has been suggested by Pekin Ogan (1976). This, as a

matter of fact, is an extension of "net benefit approach" as suggested by Morse.

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According to this approach, the certainty with which the net benefits in future

will accrue should also be taken into account, while determining the value of

human resources. The approach requires determination of the following:

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1. Net benefit from each employee as explained under ,,net benefit

approach above.

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2. Certainty factor at which the benefits will be available.

3. The net benefits from all employees multiplied by their certainty

factor will give certainty-equivalent net benefits. This will be the

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value of human resources of the organization.



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Aggregate payment Approach




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This approach has been suggested by Prof. S.K. Chakraborty (1976). As

a matter of fact, he is the first Indian to suggest a model for valuation of human

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resources of an organization. According to his model, the human resources are

to be valued as a group and not on individual basis.


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Professor Chakrabortys model for valuation of human resources

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involves the following steps:



173

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1. All the employees of an organization are divided in two groups,

managerial and non-managerial.

2. The average tenure of the employment of the employees in the group

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is estimated on the basis of past experience.

3. The average salary of the group is determined on the basis of the

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salary/wage structure prevalent in the organization.



15

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4. The value of human resources is now determined by multiplying the

average salary of the group with the average tenure of the employees

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in that group.

5. The value determined under ,,4 above, is discounted at the expected

average after tax return on capital employed over the average tenure

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period, to ascertain the present value of the estimated future payment.

Dr. chakraborty suggests that the adoption of such a long-term rate

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will avoid fluctuations in the value of "human asset" from year to

year simply due to changing annual rates of return.


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Professor Chakraborty has also suggested that the recruitment, hiring,

selection, development and training cost of each employee should be

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recorded separately. This should be treated as deferred revenue

expenditure and may be written off over the expected average stay of the

employee in the organization. The deferred portion, not writer off,

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should be shown in the Balance Sheet of the organization. If there is

pre-mature exit of an employee on account of death, retirement, etc., the

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balance of the deferred revenue expenditure attributable to that person

should be written off against the income of the year of exit itself.


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174


As regards disclosure of accounting information relating to

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human resource, Professor chakraborty has suggested that ,,human

assets should be shown under the heading "Investments in the Balance

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Sheet of an organization. He has not favored its inclusion under the

heading fixed assets since it would cause problem of depreciation,

capital gains and losses, in the event of their exit, Similarly, he has not

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favored their inclusion in current assets on the ground that this will not

be in conformity with the general meaning of the term.

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16

Total Cost Concept

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This approach has been suggested by Prof. N. Dasgupta (1978).

According to him the various approaches suggested in the previous pages

take into account only those persons, who are employed and ignore those

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who are unemployed. In case the value of human resources of the nation

is to be determined, it should be done in a manner that it brings in its

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purview both employed and unemployed persons. The system should be

such that it fits in preparation of a balance sheet, showing the human

resources not only of a firm but also of the whole nation.

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According to Prof. Dasgupta; the total cost incurred by the

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individual, the state and the organization in bringing the individual up to

that position in the organization (in case of a nation making him fit for


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175
appropriate employment) should be taken as the value of a person on the

day, he starts serving the organization or becomes fit for appropriate

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employment. It will include his education, training expenses which he

and the state have incurred. The value should be further adjusted by the

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amount of intelligence (higher or lower which he has). the amount spent

by the organization on recruitment , training, familiarizing and

developing human beings employed in the organization should be

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considered separately. However, it should also be treated as a cost

increasing the value of human beings. In case the number is large, the

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valuation can be done group-wise.



the value determined on the aforesaid manner should be adjusted

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at the end of each year by the organization on the basis of his age,

seniority, status, performance, experience, leadership managerial

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capabilities, etc. The measurement can be done with the help of

psychologists and other concerned experts. the revised value would be

the value of the employee at the end of the year.

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17


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Prof. Dasguptas model seems to be sound theoretically.

However, its

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practical application may be difficult since it will

involve a number of abstract factors, which may not be capable of being

expressed in monetary terms precisely and objectively.

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RECORDING

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AND

DISCLOSURE

IN

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FINANCIAL

STATEMENTS

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In the preceding pages, we have explained the various models

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dealing with the mode of valuation of human resources as an asset. The



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176
"present value of future earnings" model, as suggested by Law and

Schwartz, has been found to be most popular model on account of

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convenience and objectivity. The exponents of human resource

valuation models in most cases have not dealt, with the mode of

recording and disclosure of the accounting information relating to human

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resources in the books of account or financial statements of the

organization. This has been left to the discretion of the accounting

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bodies who have yet to develop a generally accepted basis for valuation,

recording and disclosure of human resource accounting information in

the financial statements of an organization. In most cases, the human

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resource accounting information is given in the form of supplementary

information attached to the financial statements.

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Prof. N. Dasgupta has suggested in his total cost approach

(explained earlier) the following mode for disclosure of human resources

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in the balance sheet of an organization.



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According to him, the human resources valued as per his model

should be shown both on the "assets" as well as "liabilities" sides of the

balance sheet. On the assets side, it should be shown after the fixed

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assets as Human Assets classified into two parts ? (i) value of

individuals, (ii) value of firms investment. On the "liabilities" side, it

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should be shown after the capital as Human Assets Capital by that

amount at which it has been shown on the asset side against ,,value of

individuals. He has given the following example to clarify his point.

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18

Example. A firm has started its business with a capital of Rs.1,00,000.

It has purchased fixed assets worth Rs.50,000 in cash. It has kept

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Rs.26,000 as working capital and incurred Rs.24,000 on recruitment



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177
training and developing the engineers and a few workers. The value of

engineers and a few workers. The value of engineers and workers is

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assessed at Rs.80,000.



The items will be shown in the balance sheet as follows:

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BALANCE SHEET

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(INVLUDING HUMAN RESOURCES)



Liabilities

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Rs.

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Assets


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Rs.

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Capital


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1,00,000

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Fixed Assets




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50,000

Human Assets Capital

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80,000

Human Assets:


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--- Content provided by⁠ FirstRanker.com ---






--- Content provided by​ FirstRanker.com ---






--- Content provided by‌ FirstRanker.com ---

(i) IndividualsValue



80,000

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--- Content provided by⁠ FirstRanker.com ---






--- Content provided by FirstRanker.com ---




(ii) Value of Firms Investment

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24,000




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Cuttent Assets

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26,000

1,80,000

1,80,000

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IMPORTANCE OF HUMAN RESOURCE ASSOUNTING

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Human Resource Accounting Provides useful information to the

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management, financial analysts and employees, as shown below:



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178
1. Human Resource Accounting helps the management in the decision-

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making process relating to the following matters.

(a) Employment, locating and utilization of human resources.

(b) Transfers, promotion, training and retrenchment of human

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resources.

(c) Planning of physical assets vis-?-vis human resources.

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19

(d) Evaluating the expenditure incurred for imparting further

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education and training to employees in terms of the benefits

derived by the firm.

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(e) Identifying the causes of high labor turnover at various levels and

taking preventive measures to contain it.

(f) Locating the real cause of low return on investment, that is

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whether it is due to improper or under-utilization of physical

assets or human resource or both.

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2. A financial analyst is interested in understanding and assessing the inner

strength of firm. Such inner strength does not merely depend on the

physical assets owned and possessed by the firm. IT also depends upon

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the type of human resources available to the firm. The vigilant, dynamic

and responsible management can steer the company well through most

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adverse and unfavorable circumstances. In case the human resources,

specially the managerial resources at the disposal of the firm are

impartially and systematically valued and disclosed in the financial

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statements, it will be a valuable information for persons interested in

making long-term investment in the firm.

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3. The Human Resource Accounting helps individual employees in

improving their performance and bargaining power. It makes each of


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179
them conscious of the contribution that he is making towards the

betterment of the firm vis-?-vis the expenditure incurred by the firm on

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him.



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OBJECTIONS AGAINST HUMAN RESOURCE ACCOUNTING




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The following are some of the common objection against Human

Resource Accounting.

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1. Human being cannot be owned like other physical assets. They,

therefore, cannot command any value.

2. Tax laws do not recognize human beings as assets. Hence, human

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resource accounting remains merely as a theoretical concept.



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20

3. There is no generally accepted model for valuation of human

resources. The mode of presentation has also yet to be codified.

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4. The valuation of human resources depends on a large number of

abstract factors not measurable imprecise monetary terms. Hence,

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the valuation lacks objectivity and preciseness.




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The above objections are basically because of human resource

accounting being a new concept. The opinion are still to be crystallized. It is

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yet not less satisfying that the accountants these days have realized that

disclosure of human resources in the financial statements "is a must" if they

have to show a true and fair view of the state of affairs of the business. In

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course of time, proper techniques are bound to be developed for valuation of

human resources and generally acceptable formats will be evolved by the

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180
accountants for disclosure of this vital information in the financial statements of

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the firm.



HUMAN RESOURCE ACCOUNTING IN INDIA

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In India, the financial statements of companies have to be prepared as

per the provisions of the Companies Act, 1956. The Act does not provide for

disclosure of any significant information about human resources employed in a

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company except that the companies have to give by way of a note to the Profit

and Loss Account, particulars of employees getting remuneration of Rs.6,00,000

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per annum or more. However, there is nothing in the Act which prevents a

company from giving details about its human resources byway of a

supplementary information attached with its financial statements.

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In-view of the growing importance of human resource accounting, many

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corporate enterprises in India are voluntarily giving information about their

human resources. They number about 15 in all and include many important

public sector enterprise viz. Bharat Heavy Electricals Ltd. (BHEL), Steel

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Authority of India Ltd.(SAIL), Minerals and Metal Trading corporation of India

(MMTC), National Thermal Power Corporation (NTPC), Oil and Natural Gas

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Commission (ONGC) and engineers India Ltd. (EIL). Among all the enterprises

BHEL is the pioneer in the field of human

21

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resource accounting since mid-1970. Most of the Indian companies and

corporations have followed basically Lev and Schwartz Model for valuation of

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human resources. The model involves valuation of human resources on the

basis of the present value of the estimated future earnings of the employees

discounted at the cost of capital rate. BHEL has incorporated certain

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improvements in this model. The company has classified its employees into six

categories based on skill, type of work, experience and qualifications. In each

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181
category 10 to 15 salary grades have been identified to facilitate the valuation of

human resources. The model adopted by BHEL is given below:

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--- Content provided by‌ FirstRanker.com ---






--- Content provided by FirstRanker.com ---






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P 12 N E I

HRV =


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--- Content provided by​ FirstRanker.com ---






--- Content provided by FirstRanker.com ---




F

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where

HRV = Human Resources Value of the group of employees in the particular

salary

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grade.

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P 12 = Annual compensation per, DA, CCA, HRA, PF contribution by

employers

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etc.

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N

= Total number of employees in the grade.

E

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= Efficiency Factor. The factor varies with the amount of experience.

It

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decreases at about 5% for each accounting period of five or six years.

I

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= Incremental Factor. It is 5% for five years period. The period of 5

years

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has been taken as the basic in the assumption that people with five

experience are normally promoted to the next higher grade.

F

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= It has been taken at 12% per annum which is the weighted average

cost of capital to the company.

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Benefits of Human Resource Accounting


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182

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The concept of human resource accounting covers the people who

constitute a valuable resource of an enterprise and information on the investment

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and value of such

22

resources is useful for internal and external decision-making. Such accounting is

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of permanent importance to the nation and also to individual organizations. The

following are the main benefits of Human Resource Accounting:

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1. Helpful in proper interpretation of Return on Capital Employed.

The human resource accounting will disclose the value of human

resources. This will help in proper interpretation of return on capital

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employed. such information will give long-term perspective of the

business performance which could be more reliable than the return

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on capital employed based on net profit only.

2. Improves managerial decision-making. The maintenance of

detailed records relating to internal human resources (i.e.

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employees), will improve managerial decision-making specially in

situations like direct recruitment versus promotion, transfer versus

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retention, retrenchment or relieving versus retention, utility of cost

reduction programmed in view of its possible impact on human

relations and impact of budgetary control on human relations and

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organizational behavior and decision on relocating plants, closing

down existing units, developing overseas subsidiaries etc. Thus, the

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use of HRA will definitely improve the quality of management.

3. Serves social purpose. It will serve social purpose by identification

of human resource as a valuable asset which will help in prevention

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of misuse and under use due to thoughtless or rather reckless

transfers, demotions, lay offs and day to day maltreatment by

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supervisors and other superiors in the administrative hierarchy;

efficient allocation of resources in the economy; effecting economy


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183
and efficiency in the use of human resources and proper

understanding of the evil effects of avoidable labor unrest/disputes

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on the quality of the internal human resources.

4. Increases productivity. It will have the way for increasing

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productivity of the human resources because, the fact that a monetary

value is attached to human resources, and that human talent, devotion

and skill are considered as valuable assets and allotted a place in the

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financial statements of the organization, would boost the morale,

loyalty and initiative of the employees, creating in their mind a sense

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23

of belonging towards the organization and would act as a great

incentive, giving rise to increased productivity.

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5. Invaluable contribution to humanity. HRA will be an invaluable

contribution for accounting to humanity and it will lead to improve

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human efficiency while preserving human dignity and honor. For

this, a basic change in individual behavior, attitude and thinking is

required. HRA will help in realizing the value of human resources

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and, thus, will influence the individual behavior, attitude and

thinking in the desired direction.

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6. Essential where the human element is the prime factor. HRA is

absolutely essential in such organizations where human element is

the prime factor, e.g., a professional accounting firm, a drama

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company, a solicitor and attorney firm, an educational institution etc.

7. Helps in investment decisions. The value of a firms human

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resources is helpful to potential investors and other users in making

long-term investment decisions.

8. Completes MIS. Human resource data would create a more

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complete management information system as it can provide

information of vital importance for both short-term and long-term

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184
decision-making as well as performance measurement. It will

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provide adequate basis for decision on allocation of resources e.g.

budgeting, capital expenditure decisions and better measurement of

resources of an organization. Performance measurement helps in

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assessing the strengths and shortcomings of an organization and

helps in making better promotion policies.

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9. For successful operation of an organization. The success of an

organization very much depends on the build up of quality work

force at all levels. The success stories of BHEL, ITC, Hindustan

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Lever, Larsen & Toubro and several other enterprises are largely due

to the emphasis on human resource development. IF this vital asset

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is not shown in the balance sheet, to that extent the public and

investors are handicapped.


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24

Problems and Limitation of HRA

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No doubt HRA can provide valuable information both for management

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and outsiders, yet its development and application in different industries and

organizations has not been very encouraging. This accounting concept is not

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popular like social accounting because it may not result in providing immediate

and tangible benefits and on account of the fact of lack of consensus among

accountants and other concerned about the basis of measurement of the value of

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human resources. The reluctance on the part of the organization to introduce the

HRA system can be attributed to the following:

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1. There are no specific and clear-cut guidelines for finding cost and

,,value of human resources of an organization. The existing

valuation systems suffer from many drawbacks.

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185
2. The life of human resources is uncertain and therefore, valuing them

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under uncertainty seems unrealistic.

3. There is a possibility that HRA may lead to dehumanizing and

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manipulations in employees. For example, a person having a low

value may feel discouraged and thus, in itself, may affect his

competency in work.

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4. The much needed empirical evidence is yet to be found to support the

hypothesis that HRA, as a managerial tool, facilitates better and

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effective management of human resources.

5. Human resources, unlike physical assets, are not capable of being

owned, retained and utilized at the pleasure of the organization.

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Hence, treating them as ,,asset in the strict sense of the term, could

not be appropriate.

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6. There is a constant fear of opposition from the trade union. Placing

the value on employees would prompt them to seek rewards and

compensation based on such valuation.

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7. In what form and manner, should their value be included in the

financial statements? Is another question on which there is no

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consensus in the accounting profession.



25

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8. If a valuation has to be placed on human resources, how should it be

amortized? Should the rate of amortization be decreasing, constant

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or increasing? Should it be the same or different for different

categories of personnel?

9. Tax laws do not recognize human beings as assets. So human

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resource accounting has been reduced to a merely theoretical

concept.

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186


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CAPITALISATION OF SALARY




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This method is based on the value of the firms employee force by

aggregating and averaging the earning profiles of homogeneous groups of

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employees. The age factor is important as it affects the increase and decrease

and the productivity of human earnings. Hence, the value of human capital,

embodied in a person of age, r, is the present value of its remaining future

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earnings from employment calculated as below:



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T

I t

( )

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Vr =



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t r 1

( r t

) r

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Where,

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Vr

=

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human capital value of a person r years old,



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I(t)

=

personnel earnings up to retirement represented by

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earnings profile;



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r

=

a discount rate specific to each person. It is the cost of

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capital in



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capital budgeting;

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T

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=

retirement age.


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The method adopts a cost based approach to the valuation of human

capital.

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The firms human capital value obtained by the application of the

aforesaid equation in this manner allows the development of a net set of ratios

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like the ratio of human to non-human capital value, showing the degree of labor

intensiveness in an organization. But the non-human assets values are not based

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upon the earning profile of

26


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187
the assets while the human assets values are based on the earning profile of

employees, so both cannot be matched together as they have no common base.

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We can also know the changes in the structure of labor forces through

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this approach. The method also reports ,,general and ,,specific value of human

capital reflecting firm recruitment and wage policy.


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THE ECONOMIC VALUE METHOD



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The economic value of an individual to an organization is the present

worth of future services he is expected to provide during his productive life, i.e.

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till retirement. In considering the state of future services, the different roles

likely to be assigned during the service period (productive life) and the total

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values of different roles are to be considered. The theory takes into

consideration only individual economic value and not the added value/profit by

teambuilding, and group formation as such does not reflect the value of human

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resource based on interpersonal relationship.



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RETURN ON EFFORT EMPLOYED




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It measures the return on the quantity and quality of total effort expanded

and the contribution made by individuals in the various functions of an

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organization varying from purchase and manufacturing to selling. It takes into

account the factors which distinguish quantity and quality of effort expanded.

These factors may be as below:

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(i)

Level or grade of work done.

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(ii)

Effectiveness of individual on his job position.

(iii)

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Experience profile.



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188
(iv)

Measurement of total effort employed in various function of the

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organization on the basis of rating factors.




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27

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ILLUSTRATION

(1) Level on Grade of work Done

Different grades of jobs are distinguished for developing wage structures:

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Job Grade


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Factor

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10 (director)




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10




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7 (sales manager)



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7



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4 (salesman)


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4


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1 (typist)

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1



(2) Effectiveness of individual job performance

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Personal Assessment

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Factor


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Very good

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1.5

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Satisfactory

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1.0

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(3) Experience which increases, up to a point, the efficiency of job performance

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Years of Experience

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Factor



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0-1

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1.0



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189




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1-2


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1.1

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2-3



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1.2

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3-4



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1.3

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4-5



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1.4

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Over 5

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1.5

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The above factors are multiplied together in measuring the effort

employed by each individual. Say, a good sales manager with 5 years

experience would be: 7 (job grade) 1.5 (personal assessment) 1.5 (job

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experience) = 15.75 for effort employed by a good sales manager.

28

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When all the calculations for every other individual are aggregated, we

obtain a figure which represents the total effort employed. We may now find

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out the return on total effort expanded on any functional area of business.



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HERMANSON`S ADJUSTED DISCOUNTED FUTURE WAGES MODEL



Steps

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To arrive at the value of the human assets:

(i)

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Estimate annual wages and salaries payment for five years into the

future.

(ii)

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Calculate the present value of the estimated wage and salary

payments by applying a discount factor equal to normal rate of return

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in the economy.

(iii)

Calculate an average efficiency ratio based on the previous five years

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performance. This ratio is found by dividing the actual earnings of

the firm by normal earnings for each year on an average in the results.

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190
In making the calculation, the later years receive more weightage than

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the earlier years.

(iv)

Multiply the present value of the future wage salary payments by the

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average efficiency ratio. The resulting figure represents the estimated

present value of the human resources.

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EMERGING ISSUES


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Human resources accounting clearly encompasses such element as:

a) The composition of employees in different grades for five years.

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b) Productivity of human resources for five years.

c) Programmers for employee development.

d) Personnel payments to the employees and expenses on social welfare

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per employee.

e) Human assets valuation.

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f) Human assets vis-?-vis total assets.

g) Values of human assets in an organization.

29

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In India, human resources accounting until now has not been introduced

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as a system. So far as the statutory requirement is concerned, the Compare Act,

1956 does not require furnishing of any significant information about human

resources in the financial statements of companies. The Institute of Chartered

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Accountants of India, too, have not issued an accounting of standard for

measurement and reporting of cost and value of human resources of an

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organization. However, the existing accounting standards, in the absence of any

negative directive, may be seen to support the adoption of human resources

accounting by an organization for the purpose of meeting its own requirements.

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191
As a result, HRA has become a sparingly implemented practice in the corporate

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sector in India. The result of non-disclosure of human resources cost and value

information in financial statements of business enterprises has been that

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financial statements do no reveal any quantitative information on human

resources and the state of affairs is improperly reported to different authorities.

The dichotomy in accounting between human and non-human capital is

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rather fundamental, while the later is recognized as an asset and recorded as

such in the financial statement, the former is totally ignored. With the

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accelerated growth in science and technology, the value of human capital is

gradually increasing and hence it is essential for a company to reflect the

investment in human resources. In the absence of HRA, the management may

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not realize the negative effects of certain programmers aimed at improving

profits in the short run. Such programmers may result in decreased value of

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human assets due to fall in productivity levels, high labor turnover and low

morale.

The success of an organization largely depends on the quality of

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workforce at various levels. The success stories of BHEL, Hindustan Lever and

several other enterprises are largely due to their emphasis on human resources

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development. To the extent, the vital asset is not shown in the balance sheet the

investors are handicapped. HRA helps the investors and the public by supplying

the necessary and valuable information.

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30

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We may now examine some implications of human capital reporting and

finally some emerging issues in this connection. Disclosure of human capital

values by the organization will provide valuable information to the financial

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statement users. The information is relevant as it concerns organizational

changes in its labor force. The decision makers may draw some inferences from

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reported values of human capital.


192

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i) The determination of human capital value suggests a new set of

financial ratios. The ratio of human to non-human capital

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indicates the degree of labor intensiveness.

ii) Reported human capital provide information about the changes in

the structure of labor force.

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iii) The difference between the general and specific values of human

capital is another source of valuable information for management

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and the analyst.



The problem of reporting human capital values in financial statements

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has two dimensions:



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i) The measurement of the value of the firms workforce and

ii) Measurement and authorization of the organizations investment

in human resources.

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Some objectives are raised against in the corporation of human capital values in

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accounting reports. They are:




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(a) The human cannot be purchased or owned by the firm and it would

not be

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recognized as asset.


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(b) The labor cannot be treated as asset since it has no service potential

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extending after a given period.


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31



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193
(c) Accountants objected to report it on the ground that it cannot be

objectively

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measured.


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The first objection is true with respect to individual employee who can

resign at will. But it is not true when firms labor force is considered as a

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whole. Secondly, the programmers like orientation causes for new employees,

training programmers, facilities for improving employees morale and

motivation creates service potential beyond the period. Thirdly, the objective in

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human capital measurements which are based on census data is not lower than

that of many valuation in conventional accounting.

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Through HRA enlarges the scope of accounting, some limitations remain

inherent in the models adopted for valuation of human assets. First, the models

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scope is restricted to the nature and determinants of an individuals value to an

organization. The models treat an individuals value as an independent

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phenomenon. But the validity depends upon several variables including the

nature of the organization and the degree of interdependence of organizational

roles. IT therefore, ignores the dynamic aspect of organizational phenomena.

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Moreover, there is no uniformity in the application of the models. As result,

subjective ness crept in the valuation which poses a real problem. Finally, the

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use of differential discount rate by different organizations restricts the

comparability of data so generated to reflect the human resources.

These limitations suggest for further research o this complex problem.

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Human asset accounting still remains a voluntary disclosure on

the part of business entities and as yet no exposure draft has been issued for such

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194
a specialized report. Unless this minimum initiative is taken by the accounting

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bodies such as Indian Accounting Standards Board and also the International

Accounting Standards Committee outlining the format, provisions and

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guidelines, real push to this additional information can scarcely be expected.

One has to reckon that, accounting for people as organizational resources,

though it has a high relevance evaluation, has a low objectivity evaluation.

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195
UNIT ? V

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Objectives of the study:

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To provide a conceptual framework of Human Resource Audit.

To highlight the present scenario of Human Resource Audit

To bring out the future prospects of Human Resource Audit

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To suggest measures for betterment of Human Resource Audit



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INTRODUCTION

A resource is defined as an object which can provide expected future

services. Hence, objects which do not have expected future service potential

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cannot by definition, be resources. People being capable rendering future

services such potential services constitute a form of capital.

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Certain information on the human capital can be reported by an

organization in their annual reports. In the process of developing such

information, organization can address the requirements of HRP integrating their

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HRIS. Information pertaining to employees can be listed under the following

broad heads:

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Basic information about human resource:

Number of employees

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Categories

Grades

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Total value of human resources

Value per employee

HR Acquisition:

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Number of employees acquired during the year

Cost of acquisition

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196
Levels for which they were acquired

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HR development

All information pertaining to HRD activities of the organization

HR maintenance

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Cost related to HR maintenance

HR Separation

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Cost related to HR separation, attrition rate

Details of benefits provided to the employees

However, the extent of disclosure of such information depends on the

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respective organizational practices.



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H R Audit

Let us first try to trace out the origin of the term ,,audit. The word 'audit

is derived from the Latin word 'audire', which means to hear. In the olden days,

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whenever the proprietors of a business concern suspected fraud, they appointed

a person to check the accounts and to hear the explanations given by the persons

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responsible for keeping the accounts. The audit during those days was interested

in ascertaining whether the persons responsible for maintaining accounts had

properly accounted for all receipts and payments to his principal and to locate

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frauds and errors. Then, it was merely a cash audit. The object of modern audit

is not confined to cash verification but to report on financial position of the

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undertaking as disclosed by its Balance Sheet and the Profit and Loss Account.

Now, auditing has been used as a part of control function. It can be

defined as the examination and evaluation of policies, procedures and practices

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in all phases of a business to achieve the most effective administration of the

organization''. Let us define personnel audit.

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Meaning and Objectives


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197
Human resources or HRD audit is a systematic survey and analysis of

different HRD functions with a summarized statement of findings and

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recommendations for correction of deficiencies. It examines and evaluates

policies, procedures and practices to determine the effectiveness of HRD

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function in an organization. HRD audit ensures that sound and cost-effective

policies are implemented

Human resource audit refers to the checking of the performance of the

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enterprise in its management of human resources. Human resource audit reveals

how the management is doing in getting things done through the efforts of its

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people. It undertakes a systematic research of the effectiveness of the human

resource programme. It evaluates personnel activities of an organization. It acts

as an overall quality control, check on human resource function. During the

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conduct of audit if any deficiency is discovered, steps are taken to remove it. It

reviews the effectiveness of management relating to the ?

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1. Measurement of the effectiveness of human resource programmes and

activities, and

2. The determination of what should or should not be done in the future as a

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result of such measurement.



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Human resource audit is one, which checks the performance of its

enterprise as to the management of its human resources. Its aim is to determine

how effectively the human resource programme has been implemented. It

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measures the performance of human resource functions, compares with the

standard and discovers the variance and takes corrective action to remove them

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also. In short, it acts as a control mechanism as far as human resource function is

concerned.

Seybord G. in his work "Studies in Personnel Policies" says "Human

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resource auditing refers to an examination and evaluation of policies, procedures



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198
and practices to determine the effectiveness of human resource management. It

helps the personnel department to determine what should be done and what

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should not be done in future".

"Extending the general meaning of auditing to the field of human

resource management, human resource auditing may be defined as the analysis

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and evaluation of personnel policies, procedures and practices to determine the

effectiveness of personnel/human resource management in an organization. In

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other words, human resource audit is a periodic review to measure the

effectiveness of personnel management and to determine the steps required for

more effective utilization of human resources.

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According to Gray, "the primary objective of personnel audit is to know

how the various units are functioning and how they have been able to meet the

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policies and guidelines which were agreed upon; and to assist the rest of the

organization by identifying the gaps between objectives and results, for the end

product of an evaluation should be to formulate plans for corrections of

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adjustments."



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Objectives of HR Audit

The important objectives of human resource audit are as follows:

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1. To review the whole organizational system of human resource practices, i.e.,

acquiring,

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developing, allocating and utilizing human resources in the organization.

2. To analyze the factors involved in HRD and develop a statement of findings

with

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recommendations for correcting deviations, if any, on the following issues:

a. The extent of deviation from HRD policies

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b. To what extent objectives are spelt out



199

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c. To what extent performance standards have been established

3. To seek explanations and information and answers to all such above questions

as:

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What happened? Why did it happen?

4. To evaluate the effectiveness of various personnel policies and practices.

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5. To evaluate the extent of implementation of policies by line managers and the

operational problems faced by them in implementing HRD policies.

6. Evaluating the personnel staff and employees.

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5. Knowing how the various units are functioning and how they have been able

to meet

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the policies and guidelines, which were agreed upon.

6. To study the current manpower inventory and identify shortfall or excess, if

any.

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7. To modify the existing human resource practices to meet the challenges of

personnel/human resource management.

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8. To assist the rest of the organization by identifying the gap between

objectives and

results.

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9. To formulate plans for correcting deviations if any.

Scope of HR Audit

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Every time the scope is to be decided. The scope of human resource

audit is very wide. It represents the encompassing approach. It assumes that the

management of human resources involves much more than the practice of

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recruiting, hiring, retaining and firing employees. In other words, human

resource audit is interested in all the prograrnmes relating to employees

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regardless of where they originate. In this way, the areas personnel audit

includes are recruitment, selection, job analysis, training, management

development, promotions and transfers, labour relations, morale development,

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employee benefits, wage and salary administration, collective bargaining,

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industrial relations and communication. Further, the areas like leadership,

grievances, and performance appraisal and employee mobility are also included

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within the scope of human resource audit.

For integration of personnel management with HRD functions, HRD

audit now encompasses all the areas like review and integration of corporate

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mission, goals, policies and objectives, manpower planning, career planning and

development, and transfer policies, performance appraisal systems, training and

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development functions, recruitment and selection, etc.

Role of HR Auditor

From the above stated objectives, the job of the HRD Auditor can be

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enumerated as follows:

1. To get the current facts.

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2. To study the effectiveness of the present system by answering the following

issues:

a. Why was the practice introduced?

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b. What would be the result, if the practice is discontinued?

c. What needs were intended to be fulfilled and have those been fulfilled or not?

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d. What could be the best possible alternative for fulfilling such needs?

e. What changes can improve effectiveness of the existing practice?

f. Are such intended changes economically and operationally viable?

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g. Are such changes sustainable from the union's point of view?

h. What should be the time-frame for introducing the change?

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Importance of HR Audit

To keep pace with the changing environment, the importance of periodic

HRD audit has increased in recent years. The recent economic restructuring

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programme of the Government of India, as discussed earlier, prompted the need

for restructuring of the organization, which, inter alia, calls for restructuring of

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201
production, manpower, strategies, management practices and philosophies, etc.

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All such possible reasons for periodic HRD audit can be enumerated as follows:

a. Technological changes, inter alia, are calling for renewal of knowledge and

skills of existing manpower. Training function, therefore, has assumed

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importance. Periodic HRD audit can help to identify the changing training needs

and development of new training modules for effective utilization of manpower.

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b. To keep pace with the environmental changes, management philosophy and

practices at the organizational level also need to be changed, like participative

management (through quality circles and value engineering team), employee

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empowerment, total employee, involvement, etc. Need for all these can be

understood only when we periodically undertake HRD audit.

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Similarly, changing role of trade unions (which are now more Pro-

active), Government (which is now more liberal), emergence of new working

class (who are more enlightened), emergence of international quality system

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requirements (which call for scientific documentation of different corporate

functions and infuse attitudinal changes), changing expectations of customers

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(which call for more customer orientation), new statutory requirements

(pollution control), etc., are now influencing HRD functions at the corporate

level, the effectiveness of which can only be understood by conducting periodic

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HR audit.

Records Used for HR Audit

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Records provide ready reference and serve as future guides and reports

describe an incident, event or situation. Depending upon the organization, the

following records/reports are usually checked for HR audit:-

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(a)

Time study records and time standards,

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(b)

Cost records,

(c)

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Records on scores obtained in tests and other examinations,

(d)

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Medical and accident reports,



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(e)

Attitudinal survey-reports,

(f)

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Grievance reports,

(g)

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Turnover reports,

(h)

Data on work stoppages,

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(i)

Performance reports,

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(j)

Pay roll data,

(k)

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Labour costs data, etc.

PROCEDURE FOR CONDUCTING HR AUDIT

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HR audit can be conducted by the regular staff of the personnel audit

section of the personnel department (i.e. Internal Audit) or some outsider may be

deputed to conduct HR audit (i.e. External Audit). Both systems of personnel

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audit should be followed in the organization because external audit presents a

true and fair view of the personnel policies and programmes as the auditor has

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no personal interest in the conduct of the business.

Both quantitative and qualitative yardsticks should be used for purposes

of evaluation. They may be time standards, cost records, test scores, training

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scores, interview records, work stoppages, medical reports, accident reports,

grievance reports, turnover reports, payroll date etc. The audit report should

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invariably be submitted within a reasonable time after the audit work is over.



HR audit can be carried out either by attitudinal survey or by interpreting

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data. Interpretation of data can be done either by simple comparison over a

period or by ratio analysis or by graphical or pictorial displays. T.V. Rao and

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Udai Pareek (1996), to measure the effectiveness of people management,

developed a set of questions mostly to suggest linking of HRD to the corporate

objectives, goals and strategies, effectiveness of free flow of HRD information

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down the ranks, application of knowledge of behavioural science and industrial

psychology for HRD, etc For other HRD sub-systems too, they have developed

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203
similar sets of questionnaire, adding responses which can help an organization to

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audit their HRD activities.

According to VSP Rao, the following questions can be asked to evaluate

personnel policies, procedures and practices:

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(i) What are they? (i. e, policies/procedures/practices).

(ii) How are they established?

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(iii) How are they communicated to various managers and employers

concerned?

(iv) How are they understood by individual employers, supervisors and

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managers at different levels?

(v) Are they consistent with the management's organizational philosophy and

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human resource management philosophy?

(vi) Are they consistent with the existing trends towards human resource

management and research?

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(vii) What are the controls that exist for ensuring their effective and uniform

application?

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(viii) What measures exist to modify them to meet the organizational

requirements?

Using same common checklists for all organizations may not be very

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effective to audit human resources for its uniqueness in functional practices and

philosophies.

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The human resource audit should probe much deeper, evaluating

personnel programmes, policies, philosophy and theory. For this, it is necessary

to decide the appropriate levels of audit such as results, programmes, policies,

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philosophy, etc., before actually initiating the personnel audit. Experience

suggests that evaluation by results sometimes becomes just superficial. For

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example, high absentee rates may result from a variety of causes. In order to

make deeper probe, the process of personnel audit includes the following steps:


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204
(i) Identifying indices, indicators, statistical ratios and gross numbers in some

cases.

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(ii) Examining the variations in a time frame in comparison with a similar

previous corresponding period.

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(iii) Comparing the variations of different departments during different time

periods.

(iv) Examining the variations of different periods and then comparing them with

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the similar units working in the region.

(v) Drawing trends, ascertaining frequency distribution and correlations between

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them.

(vi) Preparing a report and send it to the top management for information and

action.

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Essential Steps in HR Auditing Process:



Though the process varies from organization to organization, generally it

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involves the following steps:

1. Orientation:

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The key staff members of the organization are to be made aware of the

particular issues considered as significant. They should be oriented with the

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plans and programmes of audit. The audit procedures must be clearly explained

to them. This is required to make them understand the need of HR Audit.

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2. Scanning:



The information available in the personnel records, manuals, appraisal

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forms, etc. are to be scrutinized thoroughly.

3. Survey:

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205


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It involves collection of information to pinpoint issues, strengths and

weaknesses, managerial philosophies and needs of the organization. This may be

collected from the executives.

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4. Interviews:



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What questions to be asked is to be decided. This is based on the issues

and the information collected from surveys. The audit efforts will be fruitful if

clarity is obtained as to the key factors selected for audit. Clarity can be obtained

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only if the accurate information is collected. The accurate information can be

obtained through conducting interviews. The questions may be developed by the

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audit team on the following topics:-

Information ? Coverage, Source and Adequacy are the areas to be

covered under this topic.

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Forecasting ? Methodology, Reliability, Testability, Budgeting, Time

framework and technology are the factors to be considered.

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Training and Development ? Need assessment, Selection criteria,

Quality, Climate, Levels covered and frequency are the factors to be

carefully analyzed.

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Performance appraisal ? Validity of appraisal process, Benefits and

drawbacks of the problems, Uniformity in process, Linkage with pay and

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feedback are the ones to be taken care of.

Management Succession Planning ? Identifying key positions,

availability of successors, matching future needs, responsibility for

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developing and non performers.

Compensation ? Adequacy of rewards, nature of job descriptions,

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flexibility in job evaluation systems, control over costs, rationale of

reward system and opportunities for improvement are the important

factor in this topic.

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5. Synthesis:



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206


The information gathered from the above step is synthesized to find out

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the present situation, priorities, and issues identified.

Who has to conduct Audit?


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Human resource audits are not routine. The manner of conducting the

audit may be self directed surveys or by the task force within the organization or

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may be by the outside consultants.

When to conduct HR Audit?


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It may be one time affair or ongoing process within the organization. The

focus may be the extent to which mangers and supervisors complied with the

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established personnel policies and practices.




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HR Research

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Information on HR can be made available in two forms; the first one

includes facts, terms and concepts or ideas, while the second one is the form of

predictions and explanations. The second form is the product of research. HR

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research is the detailed analytic study about people is the organization by

conducting attitudinal survey or direct interview with a structured, close ended

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questionnaire. By simple analysis of data also research can be carried out, but

they may not give much insight on employees' attitude or intrinsic feelings.

There are different phases of HR research like, fact finding, hypothesis

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formation, valuation and interpretation and application of the results, etc. In

India, many organizations carry out systematic HR research. However,

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systematic HR research can help organizations to combine people and

procedures, study patterns of supervisory behavioural, supervisory skills,

identify needs for changing policies and procedures, etc.

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207
EXPERIENCES AND EXTRAPOLATIONS FOR FUTURE SCENARIOS

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ON HUMAN RESOURCE ACCOUNTING

Human Resource Accounting ? Indian Scenario

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The practice of identifying and measuring data about human resources

has been developed in many Indian companies. In the paper presented by Dinesh

K. Gupta titled 'The Lev and Schwartz model based human resource accounting

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system and the use of appropriate discount rate", he has referred that many of

the organizations which have HRA systems do disclose the output details in the

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annual report in the supplementary form. According to him almost all the

organizations having HRA except very few, calculate the human resource value

based on Lev and Schwartz model which states that the values of human capital

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embodied in a person of age T' is the present value of his remaining future

earnings from employment.

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The process followed to assign value to the human resources is similar to

the mechanism used in evaluating the physical capital budgeting proposal. The

focus is to calculate the present value of the salaries to be paid to an employee

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throughout his or her association with the organization till his retirement. This

discounted figure represents the revenue generation potential of the human

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resources.

As observed in many cases, most of the organizations have followed a

particular discount rate to calculate the human resource value since it happened

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to be the same rate as used in the evaluation of physical capital budgeting

proposals. According to a survey undertaken by Dinesh. K. Gupta, NTPC

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(National Thermal Power Corporation) discounts projected salary stream at l2%

which the NTPC uses as the minimum rate of return in its capital budgeting

proposals. SPIC uses the rate of l7% to value its human resources which

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happens to be its weighted average cost of capital.



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208
The existing practice concerning use of discount rate to calculate the

human resource value has been debated on two points i.e.

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a) The use of one blanket discount rate which cannot do justice as all the human

resources do not have the same capacity to contribute to the organization It is

illogical.

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b) The use of same discount rate (as in physical capital budgeting ) in the human

capital project evaluation is not correct because of the differences in the times of

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cash outflows.

Therefore, two issues which emerge with regard to HRA valuation in

India are to be clarified. They are:-.

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1. Whether the organizations publishing HRA information use the appropriate

model for valuation of Human Resources in India, and

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2. Whether the private sector undertakings have HRA system being followed.

The answer to the first query is that many joint sector and a few private

sector organizations publish HRA information in their annual reports and mostly

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they use Lev & Schwartz model for valuing the human resources.

On an analysis of ONGC, SAIL and CCI, Gupta found that there exists

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no relation between the operational results generated by employees of an

organization and the value of employees given by the Lev and Schwartz model.

According to him, the model might hold good in a highly competitive society

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where an employee is fairly compensated in relation to his contribution to the

organization, but in a society like India where welfare considerations dominate

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work culture, the model should be used cautiously.

Further, analyzing the second issue, it is believed that private sector

undertakings do use HRA and show greater concern about the growth of net

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assets than the growth of sales. The private sector organizations are highly

physical asset growth conscious which presupposes that their attitude towards

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the growth in human assets is highly positive.



209

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In India there is a growing trend towards the measurement and reporting

of human assets in corporate annual reports by various public sector and private

sector companies. In India Companies Act 1956 does not provide any scope for

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furnishing any significant information about the human resource nor there is any

rigid instruction under Companies Act 1956 to require companies to attach

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information about the value of human resources and the result of their

performance during the accounting year in notes and schedules. At the same

time, there is nothing to prevent the companies to attach information about the

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human resource value and their performance during the accounting year in notes

and schedules. Section 211 (5) of Companies Act 1956 provides that every

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balance sheet of a company should give the true and fair view of the financial

position of the company and every profit and loss account should give true and

fair view of the profit or loss of the company. This statutory requirement

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indirectly supports the adoption of human resource accounting by Indian

Companies because due to present practice of expensing all human resources

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training and development expenditures in current years profit and loss account

and non-disclosure of the value of human assets in balance sheet financial

statements of companies do not reveal true and fair financial position of the

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company as on the balance sheet date nor do they disclose true and fair profit or

loss of the company for the year in profit and loss account.

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As regards disclosure of statistical information regarding employees of

the companies in company annual reports, section 217 2 (a) of the Companies

Act, 1956 requires the companies to give the particulars of some employees

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drawing Rs.6000 per month or above (limit raised to Rs. 12000 per month or

above applicable to accounting years ending or after 18.9.90) in the company

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annual reports. These particulars include name of the employee, designation and

nature of duties, gross and net remuneration received, qualifications, age of the


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210
employee, experience, date of commencement of employment and particulars of

last employment held by the employees.

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Recognizing the need to harmonize the diverse accounting policies and

practices presently in use in India the council of the ICAI constituted the

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Accounting Standards Board (ASB) in April 1977. The main function of ASB is

to formulate accounting standards (AS). The ICAI has so far issued accounting

standards relating to accounting policies, inventory valuation, changes in

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financial position, construction costs, research and development costs, etc. but

no accounting standards has so far been issued by the ICAI for human resources

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cost and value accounting.



HRD from World Perspective

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In the meeting of labour ministers of non-aligned and other developing

countries during 19-23 January, 1995 in New Delhi to debate on human

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resources, the stock of the current world economic scenario vis-?-vis its impact

on human resources in developing countries is taken. The meet emphasized:

1. The need for effective workers' participation for enhancing productivity.

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2. The need for adopting employment policy in congruence with the national

economic and social development policy.

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3. The need for education and training of workers and building economically

valuable stock of technicians, scientists, technologists and management

specialists by increasing access to education, making it equitable and affordable.

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4. Need for vocational guidance and counselling.

5. Need for promotion of self-employment.

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6. Need for striking a balance between labour protection through state

intervention and market flexibility.

7. Need for eliminating gender discrimination and enhanced participation of

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women in all economic activities.



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211
8. Need for elimination of child labour.

9. Need for safeguarding the interest of international migrant workers.

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10. Need for establishing internal labour standards.

Regarding human resources and skill development, the meet reached to a

consensus and adopted the following resolutions:

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a. To establish policies and practices to secure investment requisite, proportion

of

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the Gross National Income as government expenditure in education and

training.

b. To study sub-sectoral priorities (between primary, secondary and territory

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levels

of education), and analyze investment ratios between the sub-sectors and

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maximize the rate of return on investment.

c. To enhance access to and retention in education and training and thereby avert

wastage of educational investments.

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HRA in Other countries:

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Australia

Human resource accounting is largely an American invention and most

of the early literature on HRA came from USA. In Australia there are many laws

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aimed at protecting the position of employees, consumers etc. an increasing

number of Australian companies have the quantity and quality of social

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performance and human resources development. Studies by Trotman and Pang

have shown that 79% of the top 100 Australian companies voluntarily provide

information about their social responsibility in the areas of community

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development, energy, environment, human resource development and product

improvement.

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Newzealand



212

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In Newzealand there is voluntary disclosure of social responsibility

accounting and human asset value information in published financial statements

and annual reports by companies which shows their concern for use of such

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information for decision making purposes. There is enough support for human

resource accounting under section 153 of Companies Act 1953 and under

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various accounting standards issued by New Zealnad Society of Accountants

which require true and fair disclosure of accounting information and disclosure

of all material facts by the accounts which may influence considerably the

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decision making by users of financial statements.



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Indonesia

In Indonesia, change in employment relationship for technology and

consequently restructuring of the organization is controlled by the government

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for obviously surplus of labour in the labour market. The employment matters

being highly regulated in Indonesia, scope of organization-wide HRD activities

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is limited.

Malaysia

Malaysian economy is now facing extreme recession. Termination and

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lay-offs are very frequent in industries, which obviously restrict the HRD

activities.

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Philippines

Philippines industries are facing the challenge of new technology, which

resulted in large scale displacement of workers, skills-mismatch and

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redundancy. This situation is being settled by widespread training and

development programmes in the industries.

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Singapore

Singapore has established a Skills Development Fund to counter the

effect of technology and train the workers.

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213
Thailand

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The extent of HRD activities in Thailand are limited. Retraining efforts

to help the workers to make them adaptable to changes are also not that

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adequate.



HRA ORIENTED REPORTING PROCESSES

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Human Resource Accounting Disclosures by Public Sector Enterprises

The growing trend towards the measurement and reporting of human

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assets in corporate annual reports is particularly noticeable among public sector

enterprises. The Indian public sector companies which are presently reporting

human asset valuation are the following:

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1. Bharat Heavy Electricals Limited (BHEL)

2. Steel Authority of India Limited (SAIL)

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3. Cement Corporation of India Limited (CCI)

4. Oil and Natural Gas Commission (ONGC)

5. Electronics India Limited

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6. Engineers India Limited

7. Hindustan Shipyard

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8. National Thermal Power Corporation Limited (NTPC)



1. Bharat Heavy Electricals Limited

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BHEL recognizes that in any organsiation the value of its employees

cannot be over emphasized. It has been valuing and reporting human assets in its

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annual reports since 1978-79. the human assets valuation is done by following

the Lev and Schwartz model and application of a discount factor of 12% per

annum on the future earnings to arrive at the present value of human resources.

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Prior to 1981-82, BHEL was using Lev and Schwartz model without any

changes but since 1981-82, BHEL one change from the model has been made

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214
which assumes the maintenance of staff strength at the existing level and

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replacement as and when retirement takes place. BHEL disclosure value of its

human assets in its annual report in the following manner:


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BHEL HUMAN ASSET ACCOUNTS

VALUE OF HUMAN ASSETS

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(Rs. In million)



1987-88

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1986-87

Executives

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4744

3960

Superiors

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3841

3121

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Artisans

5850

5169

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Supporting Technical staff

74

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698

Clerical and office supporting staff

1106

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1036

Unskilled and semi-skilled staff

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1982

1899

Total

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18265

15883

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Ratios

Turnover /Human Resources

1.27

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1.26

Turnover/Fixed assets at current cost

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1.31

1.30

Turnover/Total Resources

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0.58

0.56

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Value added/ Human resources

0.49

0.50

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Value added/Fixed assets

0.50

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0.51

Value added/Total resources

0.22

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0.22

Human Resource/Total Resources

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0.46

0.44


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215
Source: Annual Report 1987-88

Steel Authority of Indian Limited (SAIL)

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In evaluating human assets SAIL adopts the "Economic Valuation

Method" and the basic model as conceived by Lev and Schwartz incorporating

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refinements as suggested by Eric Flamholtz and Jaggi and Lau and also makes

certain modifications as considered necessary to suit special circumstances of

SAIL. The valuation of human capital is done by ascertaining the present value

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of future anticipated earnings and discounting the same to their present worth by

applying a discount factor of 14%. SAIL discloses "Human resources value" in

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its annual report. Under the dual aspect of accounting, value for human assets is

shown both on liabilities and assets side of the balance sheet. On the assets side

it is shown after the fixed assets as human assets while on the liabilities side it

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appears after the capital as employees contribution. SAIL discloses human

resources in its Social Balance Sheet as in the table.

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SAIL Human Resource Value

(Rs. In Crores)


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Age Groups

Below

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25-35

35-45

45-50

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Above

Total

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25

50

Managers

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-

9.12

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90.56

57.99

30.63

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188.30

Executives

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96.34

395.44

466.90

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165.99

59.27 1183.94

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Supervisors

30.34

333.46 1050.53

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737.44

175.20 2326.97

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Clerical Staff

20.44

261.64

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292.91

57.75

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9.59

642.33

Skilled Workers

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131.35

889.20 1382.10

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525.68

103.30 3031.63

Semi-Skilled/

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202.67

987.32

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792.93

196.52

35.88 2215.63

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Unskilled
Workers
Total

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481.14 2876.18 4075.93 1741.37

413.87 9588.49

Previous Year

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515.21 3008.56 4065.40 1656.44

335.52 9581.13

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Social Balance Sheet of SAIL as on 31st March, 1986

Liabilities

As on 31st March, 1986 As on 31st March, 1985

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Organization Equity

268.85

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242.52

Social Equity

9,588.49

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9,581.13

(Employees

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contribution)

Total

9,857.34

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9,823.65

Assets

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As on 31st March, 1986 As on 31st March, 1985

Social Capital Investments:

Land

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7.42

7.21

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Residential and Other

198.94

175.00

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buildings

Roads and Bridges

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16.82

16.06

Electrification

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11.66

10.99

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Water supply and

26.87

26.11

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sewages

Furniture and Fittings

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1.23

1.18

Other Equipments

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5.91

5.97

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Human Resources

9,588.49

9,581.13

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Total

9,857.34

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9,823.65

Source: Annual Reports of SAIL

Cement Corporation of India Limited (CCI)

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In the absence of a clear cut well defined and universally accepted model

for evaluation of the economic worth of human assets to a company, CCI has

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made an attempt to assess the same by working out the present value of the

anticipated future earnings of the employees taking into account the present pay

scales and the promotion policies being followed. The computation has been

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made based on the guidelines and principles enunciated in the economic models



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217
by Lev and Schwartz (1971), Eric Flamholtz (1974) and jaggi and Lau (1974)

with appropriate modifications found necessary. The table shows the progress

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made by CCI in human resources valuation. CCI also discloses human asset

values in social Balance sheet in its annual report in the same manner as that of

SAIL.

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Valuation of Human Assets in CCI

(Rs. In million)

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1983-84

1984-85

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1985-86

1986-87

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1987-88

Managers

157

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115

85

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70

51

Supervisors

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106

88

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64

43

54

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Skilled Workers

207

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175

114

78

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61

Semi-skilled Workers

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130

101

68

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49

42

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Clerical and other

96

86

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59

49

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44

supporting staff
Unskilled Workers

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108

100

76

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69

55

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Total

804

665

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466

358

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287

Source: Annual Reports of CCI

Other public sector undertakings namely ONGC, MMTC, MECON,

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NTPC, PEC, CANFINA also treat human assets as the greatest natural assets of

the organsiation and report human asset values calculated as per Lev and

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Schwartz basic HRA model in their annual reports as ,,Unaudited Supplemented

Financial Information besides disclosing human asset valuation in ,,Social

Balance Sheet of the organization.

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Human Resource disclosure practices in Scooters India Limited and

Fertiliser Corporation of India Limited includes recognition of importance of

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human resources in directors report, disclosure of number employed, human

resources training and development programmes initiated by the company, state

of affairs regarding workers participation in management, expenditures on

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maintenance of townships and other staff benefits by the company.

Private Sector Enterprises & Human Resource Accounting

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218
A recent survey undertaken among some leading private and public

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sector organizations regarding human resources development indicates that in

public sector 83 per cent organizations has a top management competent enough

to take decisive role in identifying training requirements contrasted against 44%

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in the private sector. Only a few companies in the private sector have attempted

human resources accounting and valuation.

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The Associated Cement Companies Limited (ACC) regards its human

resources as its prime assets. It is the only company in the private sector to

which the Institute of Chartered Accountants of India awarded a ,,Plaque for the

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best presentation of annual accounts and report and commended the ACCs

Annual Report and Accounts for the year 1983-84. the ACC evaluates its human

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assets by computing a net present value of the anticipated future earnings of the

employees based on the guidelines enunciated in the economic models of HRA

developed by Lev and Schwarts (1971), Eric Flamholtz (1974) and Jaggi and

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Lau (1974) with appropriate modifications as considered necessary. ACC also

discloses in its annual report Total "Inventory of Human Resources" and "Age

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wise and Category ?wise Inventory of Human resources".

Valuation of Human Assets in ACC


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Employees

Value

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Number

%

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(Rs.in Lacs)

%

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Executives

56

.21

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207

0.61

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Managers

287

1.05

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958

2.84

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Officers

1949

7.15

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4651

13.77

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Skilled Workers

9977

36.60

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3728

11.04

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Clerical and other

4527

16.61

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6703

19.84

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219
supporting staff

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Unskilled Workers

6695

24.56

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6741

19.95

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Total

27258

100.00

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33782

100.00

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Source: Annual Reports of ACC (1985-86)

The Tata Iron and Steel Company Limited, Reliance Industries Limited,

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LML Limited, J.K. Synthetics Limited and other companies in the private sector

recognize importance of human resources and their contribution in the

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Directors Report which ends with the words of appreciation to the valuable

services rendered by the employees of the company. Information relating to

human resources is also disclosed under the heading "Payments to and Provision

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for Employees" in Conventional Profit and Loss Account and in other sections

of annual report like Personnel and Industrial Relations, Workers Participation

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in Management, Employee Training and Development etc. However, majority of

the private sector companies have not made any attempt to arrive at monetary

value of human resources and disclose the same in their annual reports. Nor

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prepare any ,,Social Balance Sheet. However, they publish particulars of

employees as an annexure to the directors report in their annual reports in

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fulfillment of the statutory requirement of section 217 (24) of the Companies

Act 1956.

International Accounting Standards

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The International Accounting Standards Committee (IASC) has issued

International Accounting Standards (IAS) to harmonize diverse accounting

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practices prevalent in different member countries. To promote better disclosures,

the IASC has till now issued 30 accounting standards, three exposure drafts and

a framework for the preparation and presentation of financial statements on

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important accounting areas as disclosure of accounting policies, valuation of



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220
inventories, changes in financial position, depreciation accounting, accounting

for research and development, accounting for leases, revenue recognition etc.

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As far as the inclusion or exclusion of human resource information in the

Balance Sheet and Profit and Loss Account of companies, so far, no definitive

accounting standard has been brought. The ,,Framework for Preparation and

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Presentation of Financial Statements issued by IASC clearly states that

financial statements are aids to economic decision making and puts a case for

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human resource accounting and its inclusion in financial statements. Other

International Accounting Standards like-

IAS-1; Disclosure of Accounting Policies,

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IAS-4; Depreciation Accounting,

IAS-5:Information to be disclosed in Financial Statements,

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IAS-7; Statement of Changes in Financial Position,

IAS-9; Accounting for Research and Development Activities,

IAS-16; Accounting for Construction Costs,

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IAS-16; Accounting for Property Plant and equipment,

IAS-17; Accounting for Leases,

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IAS-18; Revenue recognition,

IAS-23; Capitalization of Borrowing Costs,

IAS-29; Financial Reporting in Hyper inflationary Economics and

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IAS-30; Disclosures in the Financial Statements of Banks also support

the adoption of Human Resource Accounting by business entities to provide a

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true and fair disclosure of financial position of the business and its profitability.



The accountants, by charging expenses of recruitment, training,

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familiarization and development of human resources to the current periods

profit and loss account, understate profits or overstate losses. By not accounting

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the expenses related to human resources, even when they are substantial, the

accountants conceal assets and net worth to that extent.


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221
The importance of people an as productive resource has been ignored by

the accounting profession. A team of competent devoted and motivated persons

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can convert a sick concern into successful one but on the contrary incompetent

and unmotivated personnel may squander away the existing resources leading to

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bankruptcy. Hence, the more valid treatment of human resources development

expenditure yielding future benefits is to capitalize such expenditure.

The total absence of any information regarding the value of human

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capital is a serious handicap to decision making both to the managers employing

quantitative means to arrive at quantitative goals and to investors likewise

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seeking to make rational decisions concerning the shares which they hold or

propose to buy. The most important argument for disclosing changes in human

asset value on the balance sheet is that it is the managerial, scientific and

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commercial personnel which determine the companys future success. That is

why investors and the public also have a vested interest in human

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resources/human asset accounting. Such a system has many applications in

improving planning and decision making in an organization. HRA Software:


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Activities:

1. Assume that you are required to conduct a Human Resource Audit in

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your organization. To collect adequate information, prepare a suitable

questionnaire covering all aspects of information.

2. Prepare a Checklist of key questions to be asked in regard to assessment

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of major manpower concerns.

3. Prepare a draft report regarding the installation of Human Resource

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Accounting in your organization.

4. Suggest various measures to improve the Human Resource Audit system

followed in your organization.

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222
Questions:

1. Define Human Resource Audit

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2. State the objectives of Human Resource Audit

3. What is the scope of Human Resource Audit?

4. What is the job of Human Resource Audit?

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5. Who has to conduct Human Resource Audit?

6. List out the records required for Human Resource Audit.

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7. Explain the steps involved in the Human Resource Audit Process.



Books for further study:

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3. Theodre W. Schultz, "Investment in Human Capital", The Americal

Reviwe, Vol. I.

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4. Caplan E. H. and Landekich, S., "Human Resource Accounting: Past,

Present and Future".

5. Personnel / Human Resource Management (Text, Cases and Games): P.

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Subbarao & V.S.P. Rao.

6. Personnel / Human Resource Management: A.R. Sharma.

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7. Personnel / Human Resource Management: David A. Decenzo, Stephen

P. Robbins.


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