Chapter 1-10 Hospitality Human Resource Management and Supervision Study Guide

Chapter 1: Introduction to Restaurant and Foodservice Operations

Managers in restaurants help the team work well and reach goals. Here are the key tasks they do:

  1. Planning: Setting goals and figuring out how to reach them.

  2. Organizing: Deciding who will do each job.

    • Span of Control: How many people a manager can supervise.

  3. Coordinating: Making sure everyone works together smoothly.

  4. Staffing: Hiring the right people for each role.

  5. Supervising: Helping employees do their work every day.

  6. Controlling: Checking progress and keeping the business on track.

  7. Evaluating: Finding problems and noting successes in the operation.


The Supervision Process and Steps
  1. Finding Potential Employees: Looking for good sources of talent.

  2. Recruiting: Actively searching for new employees.

  3. Screening: Reviewing applications to find the best fit for the job.

  4. Hiring: Offering the job to the chosen person.

  5. Onboarding: Helping new employees get used to the company and training them.

  6. Direct Supervision: Managing the employee's work directly.

  7. Managing Terminations: Ending the employment relationship when necessary.


Understanding Different Generations at Work
  1. Workforce Facts: The U.S. workforce has five generations, so different management styles are needed.

    • Traditionalists: 2%

    • Baby Boomers: 25%

    • Generation X: 33%

    • Millennials: 35%

    • Generation Z: 5%

  2. Traditionalists (1925-1945): Loyal and prefer personal communication. Value respect and stability.

  3. Baby Boomers (1946-1964): Competitive and team-oriented. Value loyalty and hard work.

  4. Generation X (1965-1980): Flexible and independent. Seek work-life balance.

  5. Millennials (1981-2000): Open-minded and achievement-driven. Prefer quick communication.

  6. Generation Z (2001-2020): Entrepreneurial and creative. Value independence and diversity.


Managing Employee Performance and Leadership
  1. Leadership Skills: Giving direction and motivating others. Building teamwork.

  2. Supervision Skills: Managing budget and looking for ways to improve.

  3. Interpersonal Skills: Listening well and helping employees grow. Removing obstacles that block their work.

  4. Leadership Styles:

    • Autocratic: Manager makes decisions alone.

    • Bureaucratic: Following strict rules.

    • Democratic: Including others in decisions.

    • Laissez-Faire: Giving employees freedom to work.

  5. Corporate Culture: Shared beliefs and values that can attract great employees and give a market edge.


Diversity in the Workplace
  1. Benefits of Diversity: A positive work culture attracts more customers and good workers.

  2. Diversity vs. Prejudice:

    • Prejudice limits the workforce, while diversity expands it.

    • Diversity leads to better ideas and happy workers.

  3. Promoting Diversity: Encourage a diverse group of workers, educate employees, and ensure respect for all.


Making Ethical Decisions
  1. Core Ethical Principles: Trust, loyalty, fairness, concern, and commitment to excellence.

  2. Checklists for Ethics: Questions to ask if a decision is legal, respectful, and fair.

  3. Code of Ethics: A guide to expected behavior and standards for making choices.

Chapter 2: Recruiting and Hiring Practices in Hospitality Management Notes

  • Benefits of Position Analysis

    • Helps to know all tasks of a job and how to do them.

    • Used to create job descriptions.

  • Four Steps in Position Analysis

    1. Make a task list: Write down all the tasks of the job.

    2. Break down tasks: Split big tasks into smaller steps.

    3. Set performance standards: Decide what good performance looks like.

    4. Create a job description: Combine key tasks into a formal document.

  • Making a Task List

    • Ask supervisors and employees about their jobs.

    • Watch employees do their work.

    • Look at existing job descriptions.

    • Talk to managers in similar jobs.

    • Check industry resources.

  • Benefits of Task Breakdowns

    • Gives clear instructions on how to do tasks.

    • Useful for training.

    • Allows trainees to practice and compare their work.

  • Steps for Managers to Create Task Breakdowns

    • Watch an experienced worker do a task.

    • Write down each step in order.

    • Have the worker check your notes.

    • Share the draft with others.

    • Make changes based on feedback.

    • Review the final breakdown with everyone involved.

    • Check it again by observing the task.

  • Example: Task List for a Server

    1. Set up workstations.

    2. Clean flatware and glassware.

    3. Set tables correctly.

    4. Welcome customers.

    5. Explain food and drinks available.

    6. Check ID for alcohol orders.

  • Job Descriptions: Important Recruitment Tools

    • Uses of Job Descriptions

    • Help to find and screen candidates.

    • Guide hiring, training, and employee growth.

    • Serve as a base for performance reviews.

    • Help decide salaries.

    • Ensure safety and legal requirements.

    • Address union needs.

  • Creating Job Descriptions

    • Job info: Title and department.

    • Position manager: Who the employee reports to.

    • Job summary: Brief overview of the role.

    • Duties: List of tasks.

    • Requirements: Skills, experience, and education needed.

  • Avoiding Discrimination in Job Descriptions

    • Follow ADA rules to avoid bias.

    • Describe essential functions required for the job.

    • Be ready to make reasonable changes for employees with disabilities.

    • Understand what causes undue hardship for employers.

    • Know legal exceptions for hiring based on qualifications.

  • Updating Job Descriptions

    • Change descriptions when job duties or structure change.

    • Revise as skills and technology evolve.

    • Update when introducing new procedures or menu items.

    • Adjust to fit new union contracts.

  • Employee Recruitment Procedures

    • Definition: A series of activities to attract qualified people to apply for a job.

    • Key Tasks in Recruiting:

    • Identify job openings based on staffing needs.

    • Define skills and background needed.

    • Clarify benefits and work environment.

    • Identify best sources for candidates.

    • Communicate job openings effectively.

  • Forecasting Staff Needs

    • Look at past revenue and staffing patterns.

    • Review employee turnover history.

    • Calculate employee turnover rate:
          Turnover Rate=Number leavingAverage number of employees\text{Turnover Rate} = \frac{\text{Number leaving}}{\text{Average number of employees}}

    • Consider current and seasonal schedules.

    • Compare with similar businesses.

    • Check the local job market.

  • Recruitment Sources

    • Internal Recruiting:

    • Pros: Candidates know the company's culture.

    • Cons: Limited available candidates.

    • External Recruiting:

    • Network with industry professionals.

    • Support community or school programs.

    • Use advertising and social media.

    • Attend career events.

    • Offer tours of facilities.

  • Effective Job Communication

    • Include job title, qualifications, company name, benefits, location, and application instructions.

  • Preventing Discrimination in Recruitment

    • Avoid gender-specific language.

    • Do not mention age, race, or other irrelevant traits.

    • Focus on skills and qualifications.

  • Evaluating Recruitment Methods

    • Use intuition and observation to assess effectiveness.

    • Compare recruitment costs directly and indirectly.

  • Employee Screening and Selection

    • Screening Process:

    1. Application review (cover letters and resumes).

    2. Interviews.

    3. Testing.

    4. Background checks.

    5. Job offer.

  • Employment Interview Guidelines

    • Avoid asking about birthplace, age, national origin, religion, gender, marital status, or sexual orientation.

    • Ask about the ability to fulfill job duties.

  • Interview Question Categories

    • General Planning: Focus on qualifications and strengths.

    • Work History: Discuss previous jobs and skills developed.

    • Character/Personality: Explore career goals and educational influences.

  • Applicant Tests

    • Give tests consistently to everyone.

    • Tests should be fair and relevant to the job.

  • Checking References and Backgrounds

    • Work Experience: Verify through references.

    • Education: Check transcripts and certificates.

    • Criminal Background: Might need a special service.

  • The Job Offer

    • Contact candidates quickly to confirm start date.

    • Methods of Agreement:

    1. Employment letter.

    2. Employment contract.

    3. Employment at will.

  • Job Offer Content

    • Include details on position, pay, and benefits.

    • Give shift details and location information.

    • Mention any employment conditions.

Chapter: 3 Employee Orientation and Training

  • Work Authorization: Employees must show proof they can work in the U.S. before joining the payroll.

    • I-9 Form: This form checks if employees are eligible to work.

  • Hiring Documents:

    • General employment papers.

    • Payroll forms.

    • Benefits enrollment forms.

  • Documents Needed:

    • W-4 Form: For tax withholding.

    • State and Local Tax Forms: Needed based on where you work.

    • Form I-9: Checks eligibility to work.

    • Job-Specific Documents:

      • Food Handler certificate.

      • Food Manager certification.

      • Allergen training proof.

      • Alcohol Service certification.

      • OSHA documentation.

    • Extra Documents:

      • Valid driver’s license.

      • Proof of car insurance.

      • Tip agreements (if needed).

      • Job eligibility papers.

      • Permissions (legal/regulatory).

      • Special forms for minors (work permits).

  • Benefits Enrollment:

    • For health insurance, life insurance, and other benefits.

    • Managers need to give employees time to understand options and ask questions.

    • Timing: Usually, this is done within the first 90 days of work.

    • Probation Period: Time for managers to see if a new employee can do the job, lasting between 30 and 90 days.

Personnel File Management and Security
  • Storage: Keep personnel files in a safe, secure, and private place to protect employee confidentiality.

  • Personnel File Contents:

    • Job application.

    • Cover letter and résumé (if provided).

    • Letters of reference or notes from reference checks.

    • Results from skills tests.

    • Interview evaluations.

    • Signed employment letters or contracts.

    • Job descriptions.

    • Copies of certificates.

    • Signed W-4 and state tax forms.

    • Copy of driver’s license or insurance.

    • Internal employment decision documents.

  • Confidential Items:

    • Benefit information.

    • ADA accommodation records.

    • FMLA certifications.

    • I-9 forms.

    • Work injury records.

    • Drug test results (if applicable).

Hiring and Onboarding Practices
  • Onboarding: The process of making new employees feel welcome and ensuring they fit their jobs.

  • Four Phases of Onboarding:

    1. Hiring: Employing someone.

    2. Orientation: Welcoming new employees.

    3. Training: Teaching job-specific skills.

    4. Follow-up: Checking in after integration.

  • Hiring vs. Orientation:

    • Hiring Tasks: Related to contracts and benefits paperwork.

    • Orientation Tasks: Introducing employees to the workplace and job specifics.

Orientation Program
  • Planning: Managers plan the schedule, content, materials, and who will lead the session.

  • Employee Handbook: Contains policies and procedures for employees.

  • General Orientation Topics:

    • Overview of the company’s mission and goals.

    • Identify key managers and company structure.

    • Explain employee benefits.

    • Complete necessary employment documents.

    • Review company policies and procedures.

  • Job-Specific Orientation:

    • Review job descriptions.

    • Discuss training schedules and performance expectations.

    • Review work schedules.

    • Provide emergency contact numbers.

    • Introduce coworkers and the work area.

    • Distribute uniforms and equipment.

    • Train on necessary tools and software.

Employee Training
  • Goal: To improve employee skills and knowledge for better job performance.

  • Areas of Improvement:

    • Foundation skills.

    • New roles or assignments.

    • New technology.

    • New procedures.

    • Overall job proficiency.

  • Training Principles: Teach employees how to perform every task needed for their job.

  • Training Objectives:

    1. Performance: What the trainee will do.

    2. Conditions: Circumstances for the task.

    3. Standards: Expected quality or speed.

    4. Repetition: How often the task is performed.

Training Delivery and Planning
  • Trainer Skills:

    • Motivate trainees.

    • Give clear content overview.

    • Organize information logically.

    • Pace learning appropriately.

    • Provide constructive feedback.

    • Adjust training based on needs.

  • Training Needs Identification:

    • Observe work performance.

    • Gather input from others.

  • Training Development Steps:

    1. Set lesson objectives.

    2. Choose delivery method.

    3. Plan topic sequence.

    4. Select training method.

    5. Determine timing for each topic.

    6. Identify training resources.

    7. Evaluate and revise lessons.

    8. Decide on success evaluation method.

Training Methods
  • Methods Include:

    • Demonstration: Tell/show/practice.

    • Games: For engagement.

    • Role-play: Practice interactions.

    • Discussions: Group learning.

    • Case Studies: Analyze real scenarios.

    • Online Learning: Flexible, tech-based instruction.

Questions & Discussion
  • Hiring Documentation: Name three documents needed when hiring an employee.

    • Response: Form I-9, W-4, and state/local tax forms.

  • Personnel File Contents: What information is in a personnel file?

    • Response: Job application, résumé, reference notes, test results, evaluations, tax forms, and job descriptions.

  • Onboarding Steps: What are the steps in onboarding?

    • Response: Hiring, Orientation, Training, and Follow-up.

  • Hiring vs. Orientation: What's the difference?

    • Response: Hiring is about contracts and paperwork; Orientation is about introductions and job roles.

  • Orientation Purpose: What are the main purposes of orientation?

    • Response: To welcome the employee and introduce them to their job duties.

  • Orientation Topics: What topics are typically covered?

    • Response: Overview of mission/culture and job specifics.

  • Purpose of Training: Why is training important?

    • Response: To enhance employee skills and job performance.

  • Common Training Practices: Name three common training methods.

    • Response: Demonstration, one-on-one training, and online programs.

Chapter 4: Managing Employee Performance

  • Who Does What?

    • Managers tell supervisors what to do.

    • Supervisors manage entry-level workers.

    • Supervisors connect the managers and staff.

  • What’s a Supervisor’s Goal?

    • A good supervisor makes sure everything runs smoothly and meets goals.

    • They lead, motivate, and set an example for staff.

  • Moving Up from Worker to Supervisor

    • Supervisors need to change from doing tasks to leading others.

    • They should solve problems and encourage workers.

    • Building trust and respect is key.

    • Listening and talking to workers helps.

  • Learning as a Supervisor

    • Think before acting, and learn from mistakes.

  • Motivating Employees Using Maslow’s Needs

    • Maslow’s Needs: Know the levels of needs:

    • Physiological: Food, water, shelter.

    • Safety: Security from harm.

    • Social: Feeling accepted and loved.

    • Esteem: Wanting respect and recognition.

    • Self-actualization: Reaching one’s potential.

  • Motivation Strategies

    • Make a good first impression:

    • Pay: Salary and benefits.

    • Benefits: Health care, time off, etc.

    • Share Vision: Explain company goals.

    • Belonging: Help employees feel part of the team.

  • Long-Term Engagement

    • Show chances for growth.

    • Explain the benefits of staying with the company.

    • Create a positive work culture.

  • Creating a Good Work Environment

    • No harassment, with zero tolerance.

    • Emphasize diversity in the workplace.

  • Good Supervision Practices

    • Build a strong team and praise them often.

    • Reward those who exceed expectations.

    • Invite potential leaders to meetings.

    • Make work enjoyable to boost morale.

  • Planning and Goal Setting

    • Have a clear team vision.

    • Focus on good relationships with employees.

    • Help employees succeed with training and reviews.

  • Leading and Communicating

    • Be a role model for staff.

    • Keep communication clear and frequent.

    • Use meetings and notice boards to share info.

    • Involve employees in decisions and growth.

  • Continuous Improvement

    • Always seek ways to improve services and processes.

    • Get feedback to save money and set goals.

  • Team Building

    • Types of Teams:

    • Simple Teams: Basic tasks.

    • Relay Teams: Work is shared like a chain.

    • Problem-Solving Teams: Focus on specific issues.

    • Cross-Functional Teams: Members from different areas.

  • Building Strong Teams

    • Good supervisors have good people skills.

    • Allow team members to make decisions.

    • Foster a supportive workplace to keep employees happy.

  • Team Goals

    • Building Goals: Get to know each other and work together.

    • Information Goals: Learn and share updates.

    • Accomplishment Goals: Ensure everyone knows the purpose of tasks.

  • Challenges in Team Building

    • Bad management styles.

    • High turnover rates.

    • Poor trust and communication.

  • Employee Recognition

    • Recognize achievements to motivate workers.

  • Planning Successful Recognition

    • Set clear goals for who gets recognized.

    • Implement the program well.

    • Include rewards and celebrations.

  • Evaluating Recognition Programs

    • Did it motivate workers?

    • Did they enjoy it?

    • Did it meet goals?

    • Are there improvements needed?

  • Types of Awards

    • Service Awards: For long tenure.

    • Performance Awards: For achieving targets.

    • Satisfaction Awards: Based on feedback.

    • Safety Awards: For maintaining safety.

    • Longevity Awards: For continued commitment.

  • Discussion Points

    • Supervisor Goal: Success through good employee management.

    • Supervisor vs. Worker: Supervisor leads and supports, while workers execute tasks.

    • Compensation: Pay and benefits given to employees.

    • Team Player: Supervisors involve staff in decisions to show teamwork

Chapter 5: Facilitating Work Performance and Communications

  • Essential Skills for Managers:

    • Ask questions to get clarity.

    • Repeat key points to help understanding.

    • Encourage your listeners actively.

  • Planning Presentations (The 5 Ws and How):

    • Who: Know your audience.

    • What: Know what they need to hear.

    • Where: Know where to start and finish your talk.

    • When: Know when to present this information.

    • Why: Explain why it matters to them.

    • How: Find the best way to share the info.

  • Guidelines for Speaking Clearly:

    • Keep your message short and to the point.

    • Pronounce words clearly.

    • Keep a steady speaking speed.

    • Change your voice tone to keep interest.

    • Take pauses after important points.

  • Language and Interaction Standards:

    • Use simple language and explain any technical words.

    • Avoid slang and negative comments.

    • Be aware of cultural differences.

    • Change your communication style based on your audience’s age and education.

    • Make sure listeners understand by asking them to repeat back key points.

    • Create a comfortable atmosphere to talk openly.

    • Always act professionally.

Professional Communication Media and Barriers
  • Professional Telephone Skills:

    • State your name and the company when answering.

    • Listen to the caller and stay friendly.

    • Write down important details.

    • Repeat the main message to confirm.

    • Ask if it’s okay to put the caller on hold.

    • End the call politely.

  • Professional Listening Skills:

    • Keep eye contact with the speaker.

    • Don’t interrupt, ask questions when it’s right.

    • Repeat the message to confirm you got it right.

    • Use body language to show you’re engaged (like leaning in).

    • Take notes if needed.

  • Professional Writing Skills:

    • Three Parts of a Written Message:

    1. Start with an introduction.

    2. Add the main content.

    3. Close with a conclusion.

    • Write clearly and simply.

    • Always show a positive tone in writing.

    • Check your work before sending it.

  • Common Writing Pitfalls:

    • Not planning before writing.

    • Not being clear about the purpose.

    • Forgetting your audience's needs.

    • Using the wrong style for the situation.

  • Barriers to Effective Communication:

    • Semantic issues: Misunderstanding words or using too much jargon.

    • Physical issues: Distractions like noise or language differences.

    • Psychological issues: Personal biases and assumptions.

  • Nonverbal Communication Signals:

    • Negative Signals:

    • Lip biting: feel nervous.

    • Slouching: show disinterest.

    • Eyebrow raising: disbelief.

    • Hand gestures: can distract if too much.

    • Pointing: feels like scolding.

    • Positive Signals:

    • Leaning forward: show interest.

    • Smiling: shows confidence.

    • Thumbs up: agreement.

    • Winking: recognition.

Coaching and Conflict Resolution
  • Definition of Coaching: A method to help employees do better.

  • The Coaching Process: It’s a three-step method for growth.

  • Principles of Effective Coaching:

    • Be respectful when correcting.

    • Focus on what needs fixing, not the person.

    • Highlight what they do well.

    • Show correct ways to do things.

    • Explain reasons for changes.

    • Keep communication open.

    • Discuss issues privately.

    • Measure performance against clear goals.

  • Conflict Resolution Strategies:

    • Negotiation: Talk directly to settle issues.

    • Mediation: Get a neutral person to help ask for a resolution.

    • Arbitration: Have a third person decide the outcome.

  • Six Basic Steps for Resolving Employee Conflicts:

    1. Identify concerns: Find the root problems.

    2. Gather facts: Collect objective info.

    3. Develop a resolution: Come up with a solution plan.

    4. Communicate the resolution: Share the plan.

    5. Document the agreement: Write it down.

    6. Follow up: Check that the plan is being followed.

Managing and Implementing Change
  • The Nature of Change: Change impacts everyone in a company.

  • The Three-Step Change Strategy:

    • Step 1: Prepare for change by breaking old mindsets.

    • Step 2: Implement the changes.

    • Step 3: Make the new methods standard.

  • Overcoming Resistance to Change:

    • Use a participative management style.

    • Inform employees about changes early.

    • Share successful change stories to inspire confidence.

    • Reward innovative ideas from employees.

  • Managers as Change Agents:

    • Change Agent: A leader who promotes openness and encourages change.

    • Benchmarking: Looking at best practices in the industry.

  • Four Steps for Implementing Change:

    1. Talk about why change is needed.

    2. Ask employees for help.

    3. Apply the change plans.

    4. Check results after implementation.

Employee Performance Appraisals
  • Appraisal Purposes:

    • Assess past performance.

    • Get employee feedback on improvements.

    • Discuss job issues.

    • Identify training and growth.

  • Appraisal Meeting Procedures:

    • Step 1: Prepare by reviewing past goals.

    • Step 2: Create a friendly environment for discussion.

    • Step 3: End the meeting with a clear next step.

  • Six Steps for Discussing and Correcting Performance Problems:

    1. Compare actual performance to expectations.

    2. Find gaps.

    3. Figure out the cause.

    4. Take action to fix the issue.

    5. Monitor improvements.

    6. Take further action if needed.

Progressive Discipline Procedures
  • Purpose of Progressive Discipline:

    • Avoid misunderstandings.

    • Document performance issues clearly.

    • Provide help for improvement.

    • Set improvement timelines.

    • Reduce terminations through earlier interventions.

  • Components of an Oral Warning:

    • Identify the problem and its causes.

    • Define employee's role in the solution.

    • Specify actions for both manager and employee.

    • Set a timeline for improvement.

    • Notice of next disciplinary steps if no improvement.

  • Components of a Progressive Discipline Report:

    • Date and names of everyone involved.

    • Detailed issue description.

    • Records of past issues and actions taken.

    • Goals and timelines for improvement.

    • Notes on consequences for more failures.

    • Follow-up dates.

  • Components of a Written Warning:

    • Date and time of the meeting.

    • Clear problem statement.

    • Behavior comparison to expected standards.

    • Formal plan and deadlines for actions.

  • Probation and Timelines:

    • Probation: A timeframe for employees to meet job standards.

    • Timelines should be fair to give enough time to improve.

  • Managerial Consistency: Rules should be clear, legal, and consistently applied to all employees.

Employee Termination and Exit Procedures
  • Impacts of Termination: Challenges due to staff shortages and scheduling needs.

  • Voluntary Termination: Employees leave on their own; involves exit interviews.

  • Involuntary Termination: Managed by the company; requires careful process.

    • Wrongful Discharge Claim: A legal case regarding unfair termination.

    • Terminable Act: Actions that justify immediate firing.

    • Insubordination: Ignoring reasonable instructions.

  • The Seven-Step Termination Process:

    1. Identify termination cause.

    2. Ensure documentation is complete.

    3. Get approvals and legal advice if needed.

    4. Prepare termination documents.

    5. Conduct the termination meeting.

    6. Ensure return of company items.

    7. Adjust security measures as needed.

  • Exit Interviews:

    • Purposes: Find reasons for leaving, address issues, improve management, and reduce turnover.

    • Types:

    • Unstructured: Free-form conversation.

    • Structured: Uses specific questions.

  • Separation Checklist: A tool to ensure all steps are followed during employee departure.

Chapter 6: Facilitating Work Performance

  • Operating standards tell workers how to do their jobs well, quickly, and safely. They show how each task should be done.

  • Standard Operating Procedures (SOPs) are official papers that explain what workers need to know and do to keep quality high. SOPs break tasks down into clear steps and set performance standards.

  • SOPs help ensure quality and need to be checked and updated often.

  • An example SOP is Table 6.1, showing how to set up a host area.

Enforcement of Standard Operating Procedures

When workers don’t follow an SOP, managers should take these six steps to address the issue:

  • Step 1: Look at how the worker is doing compared to the SOP.

  • Step 2: Find out what parts of their work don’t meet the SOP.

  • Step 3: Understand why the worker isn’t meeting the standards.

  • Step 4: Fix the issue with specific actions.

  • Step 5: Watch the worker closely to ensure they are doing better.

  • Step 6: If there’s still a problem, further action may be needed.

Personnel Scheduling and Labor Management

  • Labor costs: The money paid to workers and their benefits.

  • Scheduling: Figuring out which workers are needed for the number of customers expected.

  • Crew schedule: A list telling workers when they are supposed to work.

  • Wages: The money workers earn based on the hours they work.

  • Salary: A fixed amount of money paid regularly, regardless of hours worked.

  • Fringe benefits: Extra payments for things like vacation, sick leave, and health insurance.

Steps for Evaluating Employee Work Schedules

Managers use these nine steps to check and manage work schedules well:

  • Step 1: Find out the total budget for labor costs.

  • Step 2: Create a master schedule.

  • Step 3: Set specific goals for sales and quality.

  • Step 4: Give individual tasks to staff.

  • Step 5: Make the formal crew schedule.

  • Step 6: Share the crew schedule and adjust it as needed.

  • Step 7: Watch employees during their shifts.

  • Step 8: Analyze labor information after each shift.

  • Step 9: Keep track of weekly labor costs and adjust as needed.

Budgetary Considerations for Labor

  • Pro forma budget: An estimate of expected income and expenses before a business opens.

  • Budgeted labor cost: Total money available for staff. Fringe benefits and salaries are calculated separately from hourly wages.

  • Labor Calculation Formulas:

    • Labor Budget/Work Days Per Month = Average Daily Wage Budget

    • Managers also calculate the average hours allowed each day and week.

  • Example Calculation:

    • A manager has a $39,540 budget for April.

    • The operation is open 7 days a week.

    • Average wage is $12/hour.

    • Daily budget: 39,540\30 = $1,318/day.

    • Average hours per day: $1,318/12 = 109.83 hours.

Master Scheduling and Sales Forecasting

  • The master schedule ensures enough workers are on for each position and helps plan for costs.

  • Sales Forecasts consider holidays, seasons, promotions, and economic conditions.

  • Trends: Review past sales data and current market trends.

  • Customer Service Needs: Estimate monthly customers from sales data.

  • Production and Quality: Ensure enough time for food prep to meet standards.

Personnel Roles and Scheduling Policies

  • Cross-training: Teaching workers additional tasks.

  • Floaters: Workers who can do multiple jobs.

  • Scheduling Policies:

    • Manage time-off, vacation, and requests.

    • Follow Family and Medical Leave Act (FMLA) guidelines.

    • Have clear absence policies.

    • Follow rules for scheduling minors.

Shift Management and Productivity Monitoring

  • Line-up meetings: Short training sessions before shifts to update staff.

  • Crew Schedule Distribution: Include important details about shifts and workers.

  • Contingency Planning: Have plans for emergencies, using flexible staff.

  • Variance Analysis: Check differences between budgeted and actual costs after shifts.

Monitoring Quality via Checklists

Checklists help supervisors ensure standards are met at three key times:

  • Facility: Check opening and closing procedures.

  • Front-of-the-House (FOH): Monitor service quality throughout the day.

  • Back-of-the-House (BOH): Ensure cleanliness and readiness.

  • Financial: Use checklists for financial operations throughout the day.

Monitoring Quality via Communication Logs

Communication logs manage consistency and legal protection.

  • Help share information across shifts.

  • Document events to track patterns.

  • Protect against legal issues by recording incidents.

  • Example logs: Dining manager’s log and General manager’s communication log.

Questions and Discussion

  • Case Study: June and Matt own a breakfast place and struggle with staffing levels, leading to long waits and lost customers.

  • Question 1: How can they improve employee scheduling?

  • Question 2: How can they check the success of their schedules?

  • Discussion: What are SOPs, and how do they help operations work better?

  • Discussion: Why is a master schedule important, and how do sales impact it?

  • Discussion: Define a line-up meeting and its role in daily ops.

Chapter 7: Professional Development Programs

Learning Objectives for Professional Development
  • Importance of Professional Development: Understand why learning and growing at work is important. It helps everyone do their jobs better and prepares them for future roles.

  • Professional Development Strategies: Learn about ways to help employees grow, like training and mentoring.

  • Planning Meetings: Know how to run effective meetings to discuss professional growth and skills development.

  • Programs for Managers: Find out about special training programs just for managers to help them grow.

  • Common Methods: Look at different ways people can learn and grow at work.

  • Succession Planning: Understand how to prepare employees to fill important roles when needed.

Importance of Professional Development
  • What It Is: Professional development means training and learning to help employees do their jobs better and get ready for new roles.

  • Goals:

    • Improve productivity in the workplace.

    • Build new skills among workers.

    • Keep up with the latest technologies and industry changes.

  • When It’s Needed:

    • New job assignments that need more skills.

    • Changes in tasks or procedures.

    • New requirements from management or regulations.

  • Finding Skill Gaps:

    • Look for differences between what employees can do and what they need to do.

    • This can come from managers observing, employee feedback, or performance reviews.

  • Who is Responsible:

    • The Company: Offers training and pays for it.

    • The Manager: Assists in identifying skills needed and tracking progress.

    • The Employee: Works towards the goals they set together with their manager.

Professional Development Strategies
  • Setting Goals:

    • Make sure goals are clear and focus on what the company needs first and then the employee's needs.   

  • Ways to Develop Skills:

    • Cross-training.

    • On-the-job training.

    • Attend workshops or classes.

    • Self-study like books and online courses.

  • Evaluating Plans:

    • Ask questions like:

    • How will activities be prioritized?

    • What results are expected?

  • Implementation:

    • Managers should approve the development plans and check progress.

Professional Development Planning Meetings
  • Setting Up the Meeting:

    • Choose a quiet place to meet.

    • Make sure there is enough time to talk and share ideas.

  • What to Do in the Meeting:

    • Talk about the employee's skills and what they want.   

  • Preparing for the Meeting:

    • Have a clear agenda or plan for topics to discuss.

The Manager’s Professional Development
  • Managing Own Growth: Managers need to focus on their own learning and development too.

  • Steps for Managers:

    1. Set personal learning goals.

    2. Identify training needed.

    3. Determine a budget for training.

    4. Keep records of learning activities.

Professional Development Methods
  • Cross-Training:

    • Provides coverage for roles when someone is absent.

  • Mentoring:

    • An experienced employee guides a less experienced one.

Succession Planning
  • What is it?:

    • Making plans to train employees to fill important jobs in the future.

  • Steps Involved:

    1. Review job descriptions.

    2. Write down the plans for succession.

    3. Create training programs for potential candidates.

    4. Regularly check if plans are working and make changes if necessary.

Chapter 8: Hospitality Human Resource Management and Supervision Practices

Impact of Laws on Operations
  • Manager Responsibilities:

    • Managers need to know and follow laws to avoid fines and lawsuits.

    • Food Handling and Alcohol Service: Laws control how food and drinks are served.

    • Work Schedules: Laws affect how employees are scheduled.

    • Safety Standards: Follow safety rules from the federal and state levels.

    • Union Relations: Follow laws about working with unions.

    • Wages and Payroll: Follow laws about pay and payroll processing.

    • Employee Benefits: Follow laws about worker benefits.

Federal Employment Laws and the EEOC
  • The EEOC: This agency makes it illegal to discriminate against job applicants or employees.

  • Protected Class: Groups protected from discrimination.

  • Key Federal Laws:

    • Title VII of the Civil Rights Act of 1964: No discrimination based on race, color, religion, sex, or national origin.

    • GINA of 2008: No discrimination based on genetic information.

    • Pregnancy Discrimination Act: Protects against discrimination based on pregnancy.

  • Stages of Employment and Discrimination: Discrimination is not allowed at any job stage, including:

    • Job ads and recruitment.

    • Applications and hiring.

    • Interview questions.

    • Job terms, assignments, promotions, and pay.

    • Discipline and firing.

    • Helping those with disabilities.

    • Training programs.

    • Providing employment references.

Workplace Harassment and Hostile Environments
  • EEOC Harassment Standards: Harassment can occur if it is:

    • Unwelcome.

    • Frequent or severe.

    • Disruptive or offensive.

  • Hostile Work Environment: Examples include:

    • Inappropriate pictures.

    • Telling sexual jokes.

    • Tolerating inappropriate remarks.

Other Important Employment Acts
  • Fair Labor Standards Act (FLSA): Sets rules for minimum wage, overtime, and child labor.

  • OSHA: Protects workers by improving safety.

  • Family and Medical Leave Act (FMLA): Allows up to 12 weeks of unpaid leave for specific reasons.

  • WARN Act: Requires 60 days’ notice for job cuts.

  • Polygraph Protection Act: Limits use of lie detectors for employment.

State and Local Employment Laws
  • Workers’ Compensation:

    • State system for helping employees injured at work.

    • Different rules exist in different states.

  • Unemployment Insurance:

    • Benefits for workers laid off without fault.

Food Safety Laws
  • Government Oversight:

    • Federal: FDA and USDA inspect restaurants.

    • State: Local rules often apply.

  • Responsibilities:

    • Managers need to know about food safety and where hazards can occur.

Alcohol Service Laws
  • Legal Age: Laws about who can drink and serve alcohol.

  • Restricted Service: Rules against serving drunk guests.

Protecting from Legal Action
  • Reasonable Care Defense: Proof that a business follows food safety rules.

Working with Labor Unions
  • Union Basics:

    • Union dues and contracts are important.

    • Collective bargaining is how contracts are negotiated.

Knowledge Checks
  • Why is it important for managers to know workplace laws?

  • What is the role of the EEOC?

  • What is workers' compensation? How does it work?

  • Why is food safety important?

  • How do laws about alcohol vary?

  • What is the reasonable care defense?

  • How do unions help employees?

Case Study: Training on Employment Laws
  • Scenario: Pam and Steve need to train diverse employees on employment laws.

Chapter 9: Compensation and Benefits\

  • Legal Aspects of Compensation: Learn about federal laws affecting pay and benefits, focusing on pages 204-207.

  • Employee Benefit Plan Overview: Understand types of voluntary benefits in pay packages from pages 207-212.

  • Regulatory Impact on Voluntary Benefits: Identify laws affecting retirement and health benefits on pages 212-215.

  • Federally Mandated Programs: Explain benefits required by federal laws, covered in pages 215-218.

  • Pay Accuracy Procedures: Learn how to ensure employees are paid correctly, discussed on pages 218-221.

  • Labor Cost Control: Understand ways to manage labor costs, covered on pages 221-222.

1. Legal Aspects of Compensation
  • Compensation Management: It includes managing pay and benefits for workers.

  • Manager Responsibilities: Managers need to know federal and state laws. They should check resources like:

    • The U.S. Department of Labor (DOL)

    • State labor departments

    • Local chambers of commerce

  • Fair Labor Standards Act (FLSA): This law covers:

    • Minimum Wage: The least amount workers can be paid, including:

    • Tipped employee rates

    • Youth minimums

    • Special cases for some workers

    • Rules about tips counting towards minimum wage

    • Overtime: Pay rules for hours worked over the normal schedule, including:

    • Employees who don’t get overtime pay

    • Employees who do get overtime pay

    • Compliance: Steps to follow the law.

  • Consumer Credit Protection Act: Protects workers from being fired if their wages are paid to someone else.

  • Equal Pay Act: Makes it illegal to pay men and women differently for the same work.

2. Employee Benefit Plan Overview
  • Definitions:

    • Enrollment: Time frame to sign up for benefits.

    • Participant: Person in a benefit plan.

    • Beneficiary: Someone who gets benefits after a participant's death.

    • Group Plans: Benefits for a group of employees.

    • Individual Plan: Benefits for one person.

    • Plan Administrator: Person in charge of managing the benefits program.

  • Mandatory Benefits: Required by law, like:

    • Social Security: Provides money for retirement or disability.

    • Family and Medical Leave (FMLA): Required time off for family or medical reasons.

    • COBRA: Health coverage after leaving a job.

    • Military Leave: Time off for military service.

    • Unemployment Insurance: Money for those who lose jobs.

    • Workers’ Compensation: Helps workers injured on the job.

  • Common Voluntary Benefits: Extra benefits that employers may offer:

    • Uniforms and meals: Common in hospitality jobs.

    • Healthcare Plans: Help pay for medical costs, including:

    • Premiums: Regular payments for insurance.

    • Fee-for-service: Pay for services as needed.

    • PPOs and HMOs: Different types of healthcare plans.

    • Employee Assistance Programs (EAPs): Help for personal or work issues.

  • Retirement Benefits:

    • Defined Benefit (DB): Traditional pension plans that provide fixed benefits.

    • Defined Contribution (DC): Plans like 401(k)s that depend on how well investments do.

3. Retirement and Health Benefit Laws
  • Employee Retirement Income Security Act (ERISA): Protects employee retirement plans.

  • COBRA: Extends healthcare coverage for certain life events.

  • HIPAA: Limits exclusion for preexisting conditions.

4. Ensuring Mandatory Benefits
  • Social Security: Provides retirement, survivor, and disability benefits. Medicare is for those over 65.

  • Unemployment Compensation: Payments based on earnings, usually for up to 26 weeks.

  • Workers’ Compensation: Covers costs for work injuries.

  • FMLA: Protects jobs for employees needing time off.

  • Military Leaves: Provide benefits continuation when service personnel return to work.

5. Ensuring Accurate Compensation
  • Payroll Administrator’s Role:

    • Sends paychecks.

    • Corrects tax deductions.

    • Tracks employee benefits and time off.

  • Payroll Systems: Can be manual or automated. Managers need to ensure everything is correct.

6. Controlling Labor Costs
  • Setting Pay Rates: Involves analyzing staff needs and researching salaries.

  • Controlling Overtime: Managing overtime requires good planning and clear rules

  • Manager's Duties: Managers must ensure a safe and healthy workplace for all.

  • What is Sexual Harassment? Treating someone unfairly because of their sex. Laws say employers need to protect workers. A workplace free from sexual harassment is better for everyone.

  • Types of Sexual Harassment:

    • Quid Pro Quo: Giving something (like a job benefit) for sexual favors.

    • Hostile Environment: Making the workplace uncomfortable with sexual actions or words.

    • Who is Protected? Men, women, and nonbinary people all have protections.

  • Sexual Harassment Rules:

    • Companies need clear rules against harassment.

    • Everyone must help stop harassment they see.

    • Harassment complaints must be reported immediately.

  • Preventing a Hostile Workplace:

    • Teach employees about sexual harassment and how to avoid it.

    • Promote open communication among staff and managers.

    • Managers should follow rules and watch for signs of harassment. They must act quickly if problems arise.

  • Handling Complaints:

    • Someone with a complaint should speak to their supervisor privately.

    • All complaints should be investigated properly and legally.

    • Those involved should not discuss the complaint with others.

    • Work schedules may change to keep involved workers apart during investigations.

    • Always have a witness during interviews.

  • Other Types of Harassment: Harassment can also be based on race, religion, age, pregnancy, disability, or sexual orientation:

    • A harasser could be a boss.

    • The affected person doesn’t have to be the main target; they can still feel uncomfortable.

    • Harassment can happen even if the victim doesn’t lose money.

  • Pregnant Workers' Rights: Under the Pregnancy Discrimination Act, employers cannot:

    • Refuse to hire someone because they are pregnant.

    • Force pregnant workers to go on leave until they give birth.

    • Stop a worker from returning to work after having a baby.

  • Rights of Employees with Disabilities: The Americans with Disabilities Act (ADA) prevents unfair treatment of those with disabilities. Someone is disabled if they:

    • Have a physical or mental issue that limits major life activities.

    • Have a history of an impairment, even if improved.

    • Are seen as having a disability.

  • Rights of Young Workers (16- and 17-year-olds):

    • They can work in customer service.

    • They cannot use certain machines like meat processing machines.

    • 16-year-olds cannot drive at work. 17-year-olds can drive but cannot make important deliveries or drive at night.

  • Rights of Younger Workers (14- and 15-year-olds):

    • They can work in customer service but can’t bake or use dangerous equipment.

    • They can cook with grills or fryers, do kitchen work, use small appliances, and clean kitchen areas.

  • Bloodborne Pathogens: OSHA has rules to protect workers who might contact blood:

    • This includes having first-aid training, exposure controls, and proper equipment.

  • Hazard Communication: Workers should know safe ways to handle chemicals and the risks they involve.

  • Top OSHA Issues in Foodservice:

    1. Hazard Communication.

    2. Personal Protective Equipment rules.

    3. Electrical requirements.

    4. Safe working surfaces.

    5. Medical services and first aid.

  • Preventing Workplace Violence:

    • Train staff on safety.

    • Keep the workplace secure and limit cash on hand.

    • Employees should report suspicious behavior.

  • Emergency Plans:

    • Have plans for reporting fires, maintaining alarms, and training staff to help with evacuations.

  • Fire Safety:

    • Do not move hot oil containers.

    • Never put water on grease fires.

    • Keep cooking surfaces clean and store flammable items safely.

  • How to Handle Sick Employees:

    • If a worker appears sick, don’t ask about health issues unrelated to food safety.

    • For serious symptoms, like vomiting, employees should stay home until better.

  • Confidentiality: Keep health information private. Some diseases don’t spread through food or close contact.

  • Employee Assistance Programs (EAPs): These help workers with personal or job issues.

  • Wellness Programs: These help identify health needs and prevent common health issues among employees.

  • Manager's Duties: Managers must ensure a safe and healthy workplace for all.

  • What is Sexual Harassment? Treating someone unfairly because of their sex. Laws say employers need to protect workers. A workplace free from sexual harassment is better for everyone.

  • Types of Sexual Harassment:

    • Quid Pro Quo: Giving something (like a job benefit) for sexual favors.

    • Hostile Environment: Making the workplace uncomfortable with sexual actions or words.

    • Who is Protected? Men, women, and nonbinary people all have protections.

  • Sexual Harassment Rules:

    • Companies need clear rules against harassment.

    • Everyone must help stop harassment they see.

    • Harassment complaints must be reported immediately.

  • Preventing a Hostile Workplace:

    • Teach employees about sexual harassment and how to avoid it.

    • Promote open communication among staff and managers.

    • Managers should follow rules and watch for signs of harassment. They must act quickly if problems arise.

  • Handling Complaints:

    • Someone with a complaint should speak to their supervisor privately.

    • All complaints should be investigated properly and legally.

    • Those involved should not discuss the complaint with others.

    • Work schedules may change to keep involved workers apart during investigations.

    • Always have a witness during interviews.

  • Other Types of Harassment: Harassment can also be based on race, religion, age, pregnancy, disability, or sexual orientation:

    • A harasser could be a boss.

    • The affected person doesn’t have to be the main target; they can still feel uncomfortable.

    • Harassment can happen even if the victim doesn’t lose money.

  • Pregnant Workers' Rights: Under the Pregnancy Discrimination Act, employers cannot:

    • Refuse to hire someone because they are pregnant.

    • Force pregnant workers to go on leave until they give birth.

    • Stop a worker from returning to work after having a baby.

  • Rights of Employees with Disabilities: The Americans with Disabilities Act (ADA) prevents unfair treatment of those with disabilities. Someone is disabled if they:

    • Have a physical or mental issue that limits major life activities.

    • Have a history of an impairment, even if improved.

    • Are seen as having a disability.

  • Rights of Young Workers (16- and 17-year-olds):

    • They can work in customer service.

    • They cannot use certain machines like meat processing machines.

    • 16-year-olds cannot drive at work. 17-year-olds can drive but cannot make important deliveries or drive at night.

  • Rights of Younger Workers (14- and 15-year-olds):

    • They can work in customer service but can’t bake or use dangerous equipment.

    • They can cook with grills or fryers, do kitchen work, use small appliances, and clean kitchen areas.

  • Bloodborne Pathogens: OSHA has rules to protect workers who might contact blood:

    • This includes having first-aid training, exposure controls, and proper equipment.

  • Hazard Communication: Workers should know safe ways to handle chemicals and the risks they involve.

  • Top OSHA Issues in Foodservice:

    1. Hazard Communication.

    2. Personal Protective Equipment rules.

    3. Electrical requirements.

    4. Safe working surfaces.

    5. Medical services and first aid.

  • Preventing Workplace Violence:

    • Train staff on safety.

    • Keep the workplace secure and limit cash on hand.

    • Employees should report suspicious behavior.

  • Emergency Plans:

    • Have plans for reporting fires, maintaining alarms, and training staff to help with evacuations.

  • Fire Safety:

    • Do not move hot oil containers.

    • Never put water on grease fires.

    • Keep cooking surfaces clean and store flammable items safely.

  • How to Handle Sick Employees:

    • If a worker appears sick, don’t ask about health issues unrelated to food safety.

    • For serious symptoms, like vomiting, employees should stay home until better.

  • Confidentiality: Keep health information private. Some diseases don’t spread through food or close contact.

  • Employee Assistance Programs (EAPs): These help workers with personal or job issues.

  • Wellness Programs: These help identify health needs and prevent common health issues among employees.

Chapter 10: Managing a Safe and Healthy Workplace

  • Manager's Duties: Managers must ensure a safe and healthy workplace for all.

  • What is Sexual Harassment? Treating someone unfairly because of their sex. Laws say employers need to protect workers. A workplace free from sexual harassment is better for everyone.

  • Types of Sexual Harassment:

    • Quid Pro Quo: Giving something (like a job benefit) for sexual favors.

    • Hostile Environment: Making the workplace uncomfortable with sexual actions or words.

    • Who is Protected? Men, women, and nonbinary people all have protections.

  • Sexual Harassment Rules:

    • Companies need clear rules against harassment.

    • Everyone must help stop harassment they see.

    • Harassment complaints must be reported immediately.

  • Preventing a Hostile Workplace:

    • Teach employees about sexual harassment and how to avoid it.

    • Promote open communication among staff and managers.

    • Managers should follow rules and watch for signs of harassment. They must act quickly if problems arise.

  • Handling Complaints:

    • Someone with a complaint should speak to their supervisor privately.

    • All complaints should be investigated properly and legally.

    • Those involved should not discuss the complaint with others.

    • Work schedules may change to keep involved workers apart during investigations.

    • Always have a witness during interviews.

  • Other Types of Harassment: Harassment can also be based on race, religion, age, pregnancy, disability, or sexual orientation:

    • A harasser could be a boss.

    • The affected person doesn’t have to be the main target; they can still feel uncomfortable.

    • Harassment can happen even if the victim doesn’t lose money.

  • Pregnant Workers' Rights: Under the Pregnancy Discrimination Act, employers cannot:

    • Refuse to hire someone because they are pregnant.

    • Force pregnant workers to go on leave until they give birth.

    • Stop a worker from returning to work after having a baby.

  • Rights of Employees with Disabilities: The Americans with Disabilities Act (ADA) prevents unfair treatment of those with disabilities. Someone is disabled if they:

    • Have a physical or mental issue that limits major life activities.

    • Have a history of an impairment, even if improved.

    • Are seen as having a disability.

  • Rights of Young Workers (16- and 17-year-olds):

    • They can work in customer service.

    • They cannot use certain machines like meat processing machines.

    • 16-year-olds cannot drive at work. 17-year-olds can drive but cannot make important deliveries or drive at night.

  • Rights of Younger Workers (14- and 15-year-olds):

    • They can work in customer service but can’t bake or use dangerous equipment.

    • They can cook with grills or fryers, do kitchen work, use small appliances, and clean kitchen areas.

  • Bloodborne Pathogens: OSHA has rules to protect workers who might contact blood:

    • This includes having first-aid training, exposure controls, and proper equipment.

  • Hazard Communication: Workers should know safe ways to handle chemicals and the risks they involve.

  • Top OSHA Issues in Foodservice:

    1. Hazard Communication.

    2. Personal Protective Equipment rules.

    3. Electrical requirements.

    4. Safe working surfaces.

    5. Medical services and first aid.

  • Preventing Workplace Violence:

    • Train staff on safety.

    • Keep the workplace secure and limit cash on hand.

    • Employees should report suspicious behavior.

  • Emergency Plans:

    • Have plans for reporting fires, maintaining alarms, and training staff to help with evacuations.

  • Fire Safety:

    • Do not move hot oil containers.

    • Never put water on grease fires.

    • Keep cooking surfaces clean and store flammable items safely.

  • How to Handle Sick Employees:

    • If a worker appears sick, don’t ask about health issues unrelated to food safety.

    • For serious symptoms, like vomiting, employees should stay home until better.

  • Confidentiality: Keep health information private. Some diseases don’t spread through food or close contact.

  • Employee Assistance Programs (EAPs): These help workers with personal or job issues.

  • Wellness Programs: These help identify health needs and prevent common health issues among employees.