Assessment Task 2 BSBHRM404 Revie

Assessment Tasks and Instructions

Student Name
Preferred Name
Unit Code BSBHRM404
Unit Name Review human resource functions
Trainer/Assessor

Assessment for this Unit Details

of Competency/Cluster
Assessment 1 Task 1 – Case Study
Review human resources functions
Assessment 2 Task 2 – case study
Analyse and report on HR metrics

Attempt Number
Student to Select correct attempt number. Assessors to adjust if not correct or entered.
By due date or before Corrections to be made within 2 weeks Only when needed. Fees may apply.

☐1 ☐2 ☐3
Assessments must be your OWN work. Fees will apply if proven and an alternate assessment may be given.

The assessment task is due on the date specified by your assessor. Any variations to this arrangement
must be approved in writing by your assessor.
Submit this document with any required evidence attached. See specifications below for details.

Performance objective
You will need to demonstrate skills and knowledge required to analyse HR metrics and report on research outcomes.
Assessment description
Using the simulated business documentation provided, you will identify sources of relevant internal and external
workforce data, analyse workforce data, identify options for change and develop recommendations. You will then
prepare a report for senior management on your findings and recommendations.

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Assessment Task 2 BSBHRM404 Revie

Specifications
You must submit:
● a written report.

Your assessor will be looking for:

● judgement and decision-making skills to review ethical and policy frameworks and recommend
suggested improvements
● literacy skills to:

○ research an issue
○ write a clear and legible report that documents key issues coherently
● technology skills to:

○ gather and analyse workforce data

○ manage data in human resources information systems according to legislation and policies
● knowledge of human resources functions and policy frameworks

● knowledge of roles and responsibilities of human resources practitioners.

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Assessment Task 2 BSBHRM404 Revie

Analyse and report on HR metrics

Procedure
 Review the following scenario:

 Review the JKL Industries simulated business information provided by your assessor.

You are an HR consultant contracted by JKL to:

● analyse workforce data and evaluate HR functions

● identify options and prepare recommendations for improvement of HR based on

your analysis of data.

You will need to prepare a written report for senior management with
recommendations for improvement.
First you will need to access workforce data. Note that:
● JKL collects data on demographics, training, performance appraisal and
important metrics such as absentee rates and turnover data. This data is stored
on the organisation’s HRMS in accordance with the organisation’s
recordkeeping policies.
● Performance information is also available from the organisation’s accounting
system and various management reports.

This data is available in spreadsheet format from your JKL Industries HR contact
person (your assessor).

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Assessment Task 2 BSBHRM404 Review human resources functions

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Assessment Task 2 BSBHRM404 Review human resources functions

Appendix 1: Organisational performance for FY 2014–2015

Goals Strategic objectives Targets/operational objectives KPI/measure (target) Result

Provide value to Increase overall Reduce costs through negotiations $ (10% reduction in 5% cost reduction
investors and owners profitability by 10% over with suppliers supplier costs)
next three years
Reduce costs through HR $ (5% reduction in HR 1% cost reduction
management efficiencies service delivery costs)

Increase revenue by providing $ (10 increase) 2% revenue increase

increased customer value

Exit underperforming markets (exit from rental Complete

market)

Provide value to JKL Industries will Increase customer satisfaction Customer satisfaction 70%
customers continue to sell and rating (90%)
service forklifts and
expand their market share Expand market share by 7% within % market share (27%) 22%
by 7% within the next 12– the next 12–18 months
18 months
Expand existing branches to include (completion of Complete
the sale of medium and large trucks expansion)
within 18 months

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Assessment Task 2 BSBHRM404 Review human resources functions

Goals Strategic objectives Targets/operational objectives KPI/measure (target) Result

Develop workforce Provide required training Deliver training to upskill all rental % employees 50%
potential to meet workforce needs employees completed training
(100%)

Become an Employer of Retain managerial talent through Turnover rate (10%) See turnover data
Choice rewards, promotion and training

Increase employee satisfaction Absenteeism rate (1%) See absenteeism data

Average climate survey See climate survey data
rating (3.5)

Manage performance and Communicate organisational values % employees and 50%

adherence to and code of conduct managers completed
organisational values values training (100%)

Promote levels of diversity in % female managers See demographics data

workplace proportional to percentage (50); % ATSI (2.7%)
of population

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Assessment Task 2 BSBHRM404 Revie

Assessment 2 – Part A Theory

1. Identify sources of data to evaluate effectiveness of HR functions. Identify at least one source each
of internal and external information.
Sources of data
Internal
external

2. Use appropriate technology to contact your assessor (your JKL Industries HR contact person) to:
a. arrange for access to workforce data
b. review the workforce data made available to you by your assessor (File: AT2_WFData.xlsx).
3. Analyse the workforce data to determine trends, evaluate effectiveness of HR functions, and
identify factors that might positively or negatively influence business or HR goals. Experiment
with ways to present the data for ease of understanding and analysis.
Evaluations
Trends
X

Effectiveness of HR Functions
X

Factors that might positively or negatively influence business or HR goals

X

Ways to present the data for ease of understanding and analysis

X

4. Identify four to six options for change. In deciding on which options to pursue as
recommendations, consider such things as organisational culture, fit, cost, etc.
Options for change
1
2
3
4
5
6

5. Determine which options would be best to recommend to management in order to improve HR

functions, based on your analysis of workforce data.
Best way to improve HR Functions
X

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Assessment 2 – Part B Report

6. Using written communication skills and writing in a formal style appropriate to your audience,
prepare a clear and persuasive management report on your findings.
Write the report on the following page.
Include:
a. an executive summary
b. a short discussion of sources of workforce data used, including all options considered and
pursued
c. a presentation of your findings in a clear and readily understood format
d. an analysis of your findings including key trends and important implications of the data
e. an assessment of the effectiveness of HR functions in terms of achieving business goals:
i. If, for example, you identify high rates of turnover or absenteeism, consider what this
means with regard to HR efforts to retain staff end encourage development and
performance. How will poor HR performance impact business goals?
f. several options for change (four to six options).
g. three recommendations for improving HR functions to, for example, reduce risk to goals,
mitigate negative trends, or build on opportunities, ensuring your recommendations are
supported by the workforce data

Include in your report Included in

(Assessor criteria) report
What From which question  
CA NYC
 an executive summary
 a short discussion of sources of workforce data
used, including all options considered and pursued
 an analysis of your findings including key trends
and important implications of the data
an assessment of the effectiveness of HR functions in terms of achieving business goals:
¨ identify high rates of turnover or absenteeism
¨ consider what this means with regard to HR efforts
to retain staff end encourage development and
performance.
¨ How will poor HR performance impact business
goals?
several options for change (four to six options).
¨ Option 1 ¨ Option 4
¨ Option 2 ¨ Option 5
¨ Option 3 ¨ Option 6
Three recommendations for improvement of HR functions.
 improve policies or procedures Question 7
 sustainability practices Question 7
 ethical practice Question 7
Other Criteria
 presentation of your findings in a clear and readily
understood format

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REPORT HERE

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© 2015 Innovation and Business Industry Skills Council Ltd