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1、<p> 中文3100字,1700單詞,10500英文字符</p><p> 文獻出處: Caruth G D. Critical Factors in Human Resource Outsourcing [J]. Journal of Management Research, 2013, 13(4): 187-195. </p><p> 原文
2、 Critical Factors in Human Resource Outsourcing Donald L. Caruth, Stephanie S. Pane Haden and Gail D. Caruth Abstract</p><p> Outsourcing has infiltrated the world of human resource
3、management in a major way. Over time the number of organizations skilled in performing specific human resource activities has grown to the point where there is now a general provider or a specialist provider organization
4、 that can perform almost any human resource management task or activity. This article aims to identify some of the key elements necessary for successful outsourcing. For outsourcing of human resource management activitie
5、s to</p><p> Keywords: Human Resources Outsourcing, HR Outsourcing, Outsourcing Activities, Outsourcing Advantages, Outsourcing Disadvantages, Outsourcing Relationships Outsourcing has become a commo
6、n practice in human resource management. A simple definition of outsourcing identifies the process as contracting with an outside party to perform functions that could be in-house (Potkany, 2008; Shen, 2005). An outside
7、party hired to perform one human resource function or several firms hired to perform on</p><p> Outsourcing has infiltrated the world of human resource management in a major way and is a growing trend today
8、 (Choudrie, Grey, &Selamat, 2009; Galanaki &Papalexandris, 2007). In a recent study, Ketter (2007) determined that 91 percent of U.S. companies have begun to prepare for opportunities to outsource by standardizin
9、g many of their HR functions. As outsourcing has emerged, the role of human resource management has evolved. What are the future trends for outsourcing human resource activities?</p><p> According to Klaas
10、(2008), 78% of large American firms outsource functions. In 2002, it was estimated that the outsourcing of just US employee benefits administration alone was a $27-billion industry (Shen, 2005) and two-thirds of companie
11、s world-wide outsource, at a minimum, one business function (Elmuti, 2003). "The potential exists for continued growth in outsourcing among North American firms" (Klaas, 2008, 1512).</p><p> The c
12、urrent trend, according to Cooke, Shen, and McBride (2005), is for businesses to outsource only part of their human resource function instead of turning over the entire department of human resources to a third-party prov
13、ider. The HR functions that are most apt to be fully outsourced are employee assistance and counseling programs, flexible spending account administration, and background and criminal checks (e.g., Noe, Hollenbeck, Gerhar
14、t, &Wright, 2010). Human resource management outsourcin</p><p> The starting point in outsourcing human resource activities effectively is to understand what can and cannot be outsourced (Handley &B
15、enton, 2009). There are certain HR activities that, depending on the company, should generally never be outsourced. Activities related to the strategic decision making and requiring specific management knowledge and acti
16、vities that require confidentiality should rarely be outsourced. Serious problems may occur if the determination between what should and should no</p><p> A second requirement for successful outsourcing of
17、human resource activities is to understand the advantages and disadvantages of outsourcing (Caruth &Caruth, 2010). A third prerequisite for prosperous outsourcing ventures is to create an effective relationship betwe
18、en the outsourcer and the subcontractor performing the work (Handley &Benton, 2009). These three critical factors are examined in this article.</p><p> ACTIVITIES THAT SHOULD AND SHOULD NOT BE OUTSOURCE
19、D</p><p> It is helpful to think about specific HR activities and their potential for outsourcing in more broad and general terms. Nearly all HR activities can be grouped into one of seven categories and ar
20、ranged in a hierarchy that illustrates each category's potential for successful outsourcing (e.g., Caruth &Caruth, 2010).</p><p> Human Resource Activities: The Outsourcing Hierarchy. There can be l
21、ittle doubt that outsourcing human resource activities is a growing trend offering substantial benefits to the organizations using it. The literature is rife with piece-meal cases of specific examples of activities that
22、can be successfully outsourced. What appears to be missing from all that has been written about outsourcing is a general scheme or framework of all human resource activities, differentiating those activities that</p&g
23、t;<p> For purposes of this article, all human resource activities are divided deductively into seven hierarchical categories, arranged in ascending order of the importance of the activities to the strategy, comp
24、etitiveness, and success of the organization, as follows: (1) ancillary activities, (2) routine activities, (3) activities containing the potential for achieving economies of scale, (4) activities requiring specialized k
25、nowledge, (5) activities requiring broad organizational knowledge, (6) acti</p><p> Level 1: Ancillary Activities (AA)</p><p> Ancillary activities are those tasks assigned to the human resour
26、ce department that are not necessarily human resource tasks. They are activities that must be performed by the organization but not necessarily by the human resource department. Typical ancillary activities are food serv
27、ice, campus maintenance, and janitorial services. While the performance of these activities is important to the organization, the activities are not specifically related to human resource management (Caruth &Caruth,&
28、lt;/p><p> Level 2: Routine Activities (RA)</p><p> Routine activities are often important to the human resource department but their nature is such that they can be handled through standardized
29、procedures because there is little or no variance from transaction to transaction or case to case. Benefits administration is an example of a routine activity. Once the procedures are established, processing changes occu
30、r infrequently (Caruth &Caruth, 2010).</p><p> Level 3: Economies of Scale (EOS)</p><p> Economies of scale are operations wherein economies can be achieved by processing larger quantities
31、 of items (i.e., the higher the volume processed, the less the unit cost per item or transaction). Processing health care claims, conducting screening interviews, and administering personnel tests are examples of activit
32、ies having the potential for achieving some degree of scale economy (Caruth &Caruth, 2010)</p><p> Level 4: Specialized Knowledge (SK)</p><p> Some functions within a human resource depart
33、ment require specialized knowledge for their performance. This knowledge may be gained through specific educational requirements, experience, or a combination of the two. The required specialized knowledge may not be nee
34、ded or required on a full-time basis within a human resource department; it may be required only as needs arise. To keep such knowledge on the payroll for only occasional use can often be an unnecessary expense. Preparin
35、g personnel pol</p><p> Level 5: Specific Organizational Knowledge (SOK)</p><p> Lack of knowledge of an organization's personnel, operational peculiarities, folkways, traditions, and cult
36、ure can be a factor that limits the outsourcing potential of certain types of human resource activities. Specific organizational knowledge is required to make effective decisions. Human resource planning and succession p
37、lanning are areas where such organizational knowledge is required, and are therefore less conducive to successful outsourcing efforts. Outplacement, on the other hand, is an</p><p> Level 6: Highly Confiden
38、tial Activities (HCA)</p><p> Secrecy is required in the performance of some human resource management activities. Layoffs, plant closings, and restructuring are examples of activities that must be kept con
39、fidential. These kinds of activities, obviously, have a much lower potential for being outsourced than those that do not have a need for secrecy or confidentiality (Caruth &Caruth, 2010).</p><p> Level
40、7: Management Decision Activities (MDA)</p><p> Some human resource management activities require the direct and specific involvement from top management. The structure of the human resource department or t
41、he direction the human resource function must take are examples of activities that require direction from top management. There is little opportunity for outsourcing decisions that must be made by the executive level of
42、management in an organization (Caruth &Caruth, 2010).</p><p> Figure 1, The Hierarchy of HR Outsourcing, depicts a graphic representation of the seven levels of human resource department arranged in asc
43、ending order of importance. As the hierarchy suggests, the lower the level of human resource activity, the greater the possibility of outsourcing it; the higher the level of activity, the less likely the possibility of o
44、utsourcing it. Examples of specific HR activities are provided in correspondence with their representative level in the hierarchy.</p><p> If outsourcing is to be effective, it is important for organization
45、s to determine what can be outsourced as well as what cannot be outsourced (Boguslauskas &Kvedaraviciene, 2009; Caruth &Caruth, 2010). Some method such as the classification proposed in this article must be used
46、to identify or to distinguish those activities with the greatest outsourcing potential from those activities that should not be outsourced. In other words, outsourcing must be done systematically in order to be done effe
47、c</p><p> THE ADVANTAGES AND DISADVANTAGES OF OUTSOURCING</p><p> Another precursor to the successful implementation of HR outsourcing is the thorough understanding of the advantages and disad
48、vantages of outsourcing (Caruth &Caruth, 2010). While the potential value of outsourcing might entice any organizational leader to utilize the strategy, outsourcing often inevitably poses some detrimental side effect
49、s. In order to accurately weigh the benefits against the drawbacks of outsourcing, both variables must be fully considered.</p><p> 譯文 人力資源外包的關鍵因素 唐納德.卡魯斯, 斯蒂芬妮.潘恩哈登, 蓋
50、爾.卡魯思 摘要 外包已經(jīng)作為一種主要方式滲透到世界人力資源管理中。隨著時間的推移, 執(zhí)行特定人力資源活動的組織技能的數(shù)量已達到,當前,無論是普通提供者還是 組織專家都可以執(zhí)行幾乎所有的人力資源管理任務與活動。 本文旨在分析外包成 功所必備的一些關鍵要素。為了使人力資源管理外包活動做到真正有效,公司必 須了解什么可以外包以及什么不能外包。 本文首先羅列出了適于外包的活動類型 結構,然后對其特征進行識別,進而排除某些功能外包。成功的人力
51、資源外包活 動還要求組織了解并理解外包的優(yōu)勢和劣勢。另一個外包成功的先決條件是,了 解建立一個持續(xù)且成功的公司外包與分包商或外包公司的關系應當怎么做。 </p><p> 關鍵詞:人力資源外包,人事外包服務,外包活動,外包優(yōu)勢,外包的缺點,外 包關系 </p><p> 在人力資源管理中,外包已經(jīng)成為一種普遍做法。外包可以簡單定義為一個 過程,與外部方簽訂合同并發(fā)揮其功能作用(博科尼,
52、2008;沈,2008)。雇 傭外部組織發(fā)揮人力資源的功能,或者雇傭許多公司來發(fā)揮其作用,這分別是單 元或者多元外包的例子(卡魯思,2010)。 </p><p> 人力資源管理外包已經(jīng)作為一種主要方式滲透到世界各個角落, 并且成為當 前發(fā)展的趨勢。在最近的一項研究中,科特(2007)作出如下斷定,91%的美國公 司已經(jīng)開始通過標準化他們的人力資源部門來獲取外包的機會。隨著外包的出 現(xiàn),人力資源管理的功能開始演
53、變。人力資源外包活動的未來趨勢是什么? 根據(jù) 人力資源管理協(xié)會2004 - 2005年職場預測:戰(zhàn)略前景如下,550個人力資源專業(yè) 人士預測,由于技術和美國經(jīng)濟的低迷,未來將會有更多的公司選擇人力資源外包。 </p><p> 根據(jù)克拉斯(2008)的觀點,美國78%大型公司人力資源外包功能顯著。2002 年,據(jù)估計,僅美國員工福利管理外包的資產就達到270億美元(沈,2005),三 分之二的公司實行全球外包
54、,他們至少有一個業(yè)務功能(Elmuti,2003)?!霸诒?美 公司種,外包具有持續(xù)增長的潛力”(克拉斯,2008,1512)。 </p><p> 根據(jù)庫克,沈和麥克布萊德(2005)的觀點,當前的趨勢,企業(yè)外包只是他們 人力資源功能的一部分,而不是將整個人力資源部門的業(yè)務移交給第三方提供 者。人力資源職能中最容易被完全外包的是雇員協(xié)助計劃和咨詢項目,彈性支出 帳戶管理、背景和刑事調查(如:諾埃、霍倫貝克、
55、熱拉爾與賴特,2010)。人力 資源管理外包組織現(xiàn)在可以執(zhí)行任何人力資源管理活動(什恩·卡魯斯,2010)。 組織希望降低成本,因此試圖尋求外包一些人力資源管理功能來減少這些成本。 “當前最經(jīng)常外包的人力資源功能有背景調查, 薪酬、 醫(yī)療和養(yǎng)老保險計劃管理” (“面對未來,”2004年,p.14)。 </p><p> 有效的人力資源外包活動的切入點實際上是理解什么可以外包, 什么不可以 被外包(本頓
56、.漢德利,2009)。根據(jù)公司的要求,一些特定的人力資源活動通常 不會被外包。與人力資源管理活動相關的戰(zhàn)略決策,或者需要特定的管理知識的 人力資源管理活動因要求保密,所以很少被外包。如果對于應該和不應該外包的 活動不確定,就會導致嚴重的問題。這些嚴重的問題包括錯誤的決策、公司機密 被他人竊取、可能無法正確完成或不能及時完成工作、不必要的投入以及一系列 其他問題。 </p><p> 成功的人力資源外包活動第二個
57、關鍵點是充分了解外包的優(yōu)勢與劣勢(什恩. 卡魯斯,2010)。繁榮的外包服務企業(yè)的第三個先決條件是建立起外包商和分包 商履行各自職能的有效關系(本頓.漢德利,2009)。這三個關鍵因素在文中得以 研究。 </p><p> 人力資源活動應不應該被外包 </p><p> 特定的人力資源外包活動以及他們在更廣泛和通用項目上的潛力需要我們 認真去思考。幾乎所有的人力資源活動都可以分為七大類
58、,排列為這樣一個層次 結構來說明成功外包中每個類別的潛力所在(如:什恩.卡魯斯,2010)。 人力資源活動:外包的層次結構。 毫無疑問,人力資源外包活動成為一個日漸盛行的趨勢,能為組織帶來實實在在的利益。許多文獻中的具體實例表明,可以獲得成功的外包。這些文獻中似乎缺 少所有人力資源活動外包的總體方案或框架,區(qū)分外包潛力較大的活動。本文試 圖彌補這個疏忽,首先,確定7個不同級別的人力資源活動;其次,從外包潛力 的高低確定其層次結構
59、。 希望這個框架為組織人力資源的外包活動提供通用性的 指導。 為了達到本文的最終目的,我們將所有的人力資源活動劃分為七個層次類 別,按照重要性的重要程度排列這些活動,包括戰(zhàn)略、競爭力和成功的組織,如 下:(1)輔助活動,(2)例行活動 ,(3)活動實現(xiàn)規(guī)模經(jīng)濟的潛力,(4)活動要求專 業(yè)知識,(5)活動要求廣泛的組織知識,(6)活動要求高度的保密性,(7)活動 要求特定的管理決策(什恩.卡魯斯,2010)。這些活動的說明如下。 <
60、/p><p> 一級:輔助活動(AA) </p><p> 輔助活動是指分配給人力資源部門任務,但不一定是人力資源的工作。這些 是組織必須執(zhí)行的活動,但并不一定由人力資源部門來完成。典型的輔助活動如 食品服務、 校園維護和清潔服務。 雖然這些活動的執(zhí)行情況對組織來說非常重要, 但是卻與人力資源管理活動關系不大(什恩.卡魯斯,2010)。 </p><p> 二級:
61、例行活動(RA) </p><p> 常規(guī)活動對人力資源部來說往往是非常重要的, 但是他們的性質決定其可以 通過標準化的程序來進行處理, 因為從事務處理到辦理幾乎只有很小或者根本沒 有變化。例行活動的一個例子是薪酬管理。一旦建立起程序,具體操作就幾乎不 會有變化(什恩.卡魯斯,2010)。 </p><p> 三級:規(guī)模經(jīng)濟效益(EOS) </p><p>
62、規(guī)模經(jīng)濟是指經(jīng)濟體運營的實現(xiàn)可以通過處理大量的項目(例如,大量的加 工,每項事務較低的單位成本)。處理醫(yī)療保險的索賠、進行篩選面試及對管理 人員考核,在實現(xiàn)一定程度的規(guī)模經(jīng)濟中具有潛力(什恩.卡魯斯,2010)。 </p><p> 四級:專業(yè)知識(SK) </p><p> 一個人力資源部門的許多職能需要專業(yè)知識來操作執(zhí)行。 這些知識的獲得需 要具備特定的學歷要求、經(jīng)驗,或者這兩者
63、的組合。要求具備的專業(yè)知識可能不 需要涉及人力資源管理的所有方面。 關于工資單的專業(yè)知識知識偶爾使用或者在 不必要的開銷上。準備人力資源管理手冊,進行人力資源管理研究,提供培訓和 發(fā)展項目,這些活動需要專業(yè)知識(什恩.卡魯斯,2010)。 </p><p> 五級:特定的組織知識(SOK) </p><p> 一個組織的人員缺乏專業(yè)知識、操作特性、習俗、傳統(tǒng)和文化,這些都是限 制某些人
64、力資源活動外包潛在發(fā)展的因素。特定的組織知識需要做出有效的決 策。人力資源規(guī)劃和繼任計劃需要特定的組織知識,且在某些地區(qū)是必要的,因 此,它更有利于外包工作的成功開展。另一方面,職介活動經(jīng)常在外包中獲得成 效 (什恩.卡魯斯,2010)。 </p><p> 六級:高度機密的活動(HCA) </p><p> 在一些人力資源管理活動中,保密是必須的。如裁員、工廠停產與重組這些 活動必須
65、保密。這些類型的活動,很明顯,相對那些不需要保密的活動來說,其 外包的可能性很小(什恩.卡魯斯,2010)。 </p><p> 七級:管理決策活動(MDA) </p><p> 一些人力資源管理活動需要最高管理層的直接和具體的參與。 人力資源部門 的結構或人力資源的職能方向的調整必須由高層管理者決策。 他們幾乎沒有實施 外包的機會,而必須由公司行政管理高層領導來決定(什恩.卡魯斯,2
66、010)。 </p><p> 圖1中,人力資源外包的層次結構,描述了重要性從低到高的七個層次的人 力資源部門圖形。 層次結構表明, 低水平的人力資源活動, 外包的可能性就越大, 人力資源管理活動水平越高,外包的可能性越小。上述具體的人力資源活動和他 們的代表層次一一相對應。 </p><p> 要使人力資源活動外包具有有效性,對于組織來說,首先,決定什么可以外 包以及什么不能外包是非
67、常重要的(Boguslauskas &Kvedaraviciene,2009;Caruth &Caruth,2010)。一些方法,如本文提出的活動等 級劃分,辨別這些活動是否應該外包出去。換句話說,為了有效完成工作任務,必須系統(tǒng)地進行外包 (什恩.卡魯斯,2010;沈,2005)。 </p><p><b> 外包的優(yōu)點和缺點 </b></p><p&g
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