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Table of Contents

3CO04 Essentials of People Practice Questions

Task One – Written Advice ( recruitment and selection )
  •  You feel you can contribute and offer advice in relation to different stages of the employee
    lifecycle. You decide to explain the stages of the employee lifecycle and how a people practitioner could contribute to each stage. (AC1.1)
    As Clean Quarter Ltd does not yet have any employees, you decide first to advise Jaspreet and
    Caroline on how to recruit and select their new employees. You have ascertained that, initially,
    they will employ three sales assistants.
  • Explain the purpose and key content of a job description and person specification. Explain how job analysis can be used to decide on the content of these documents. (AC 1.2)
  •  Explain two different recruitment methods that Jaspreet and Caroline could use for the sales assistant vacancies and why the two methods are appropriate for the role. (AC 1.3)
  • Explain factors to consider when deciding on the content of copy used in the recruitment methods you have explained above. You could consider factors such as budget, balance between providing an accurate and positive image, space available, corporate image. (AC
    1.4)
  • Explain two different selection methods that Jaspreet and Caroline could use for the sales assistant vacancies and why the two methods are appropriate for the role. (AC 2.1)
  • Explain what selection records Clean Quarter Ltd should retain and why they should retain
    these records. (AC 2.4)
    You decide it would be useful for Jaspreet and Caroline to have template letters of appointment
    and non-appointment for the sales assistant roles.
  • Write letters of appointment and non-appointment for the sales assistant role. (AC 2.5) There is no requirement to include evidence of the use of references to wider reading to achieve a high pass for AC2.5.
Task two – simulated interview

To support Jaspreet and Caroline, and develop your own knowledge and skills, you:

  •  Devise selection criteria for the post of Sales Assistant using the job description already written (Appendix A). Use the selection shortlisting matrix (Appendix B) to shortlist applications against the selection criteria to determine candidates to be interviewed. Your
    assessor will provide you with completed, sample application forms. (AC 2.2) There is no requirement to include evidence of the use of references to wider reading to achieve a high pass for AC2.2.
  • Interview one applicant and decide whether they meet the criteria for the post. The interview is a one-to-one interview. The interview could be conducted face-to-face or by web conferencing. (AC 2.3) There is no requirement to include evidence of the use of references to wider reading to achieve a high pass for AC2.3.

A copy of CIPD STARR Model Interview Questions (Appendix C) has been included, that can be used when developing interview questions.

Task three – guidance document ( legislation and employment relations )

As well as taking a responsible stance in relation to the environment, Jaspreet and Caroline are
keen to be good employers. They ask you to give them some advice on how legislation and
organisational practices affect employment relations and you decide to write a guidance document.
The guidance document must include:

  •  An explanation of the importance of achieving work-life balance within the employment relationship with an overview of the legislation relevant to work-life balance. (AC 3.1)
  • An explanation of what is meant by, and the importance of, wellbeing in the workplace. (AC 3.2)
  • A summary of the main points of discrimination legislation. (AC 3.3)
  • An explanation of what diversity and inclusion mean and why they are important. (AC 3.4)
  • An explanation of the difference between fair and unfair dismissal. (AC 3.5)
Task Four – briefing paper ( performance
management and reward )

In preparation for becoming the employer of three sales assistants, prepare a briefing paper to provide Jaspreet and Caroline with essential knowledge and understanding of performance management and reward. You need to ensure that your explanation includes:

  • the purpose and components of performance management. (AC 4.1)
  • the main factors that need to be considered when managing performance. (AC 4.2)
  • different methods of performance review. (AC 4.3)
  • key components (financial and non-financial) that are required to achieve an effective total reward system. (AC 5.1)
  • the relationship between reward and performance, and the links to motivation. (AC 5.2)
  • at least two reasons for treating employees fairly in relation to pay. (AC 5.3)
Task Five – Fact sheet ( learning and development )

Jaspreet and Caroline envisage providing an induction and ongoing learning and development activities to their employees. They feel they would benefit from developing their knowledge of learning and development. You decide to prepare a factsheet for them.

Your factsheet should:

  • Explain why learning and development activities are of benefit to the sales assistants and Clean Quarter Ltd. (AC 6.1)
  • Describe different types of learning needs and reasons why they arise for the sales assistants and Clean Quarter Ltd. (AC 6.2)
  • Summarise different face-to-face and blended learning and development approaches, including facilitation; training; coaching; and mentoring. (AC 6.3)
  • Explain how, in the design and delivery of learning and development initiatives, individual requirements and preferences must be accommodated. (AC 6.4)
  • Discuss at least two methods of evaluating learning and development and its impact. (AC 6.5)

3CO04 Assignment Answers

Task One – Written Advice

AC 1.1 

Employee lifecycle is a term that describes how the employees evolve in an organisation, starting from recruiting to eventual separation (Xiang et al., 2022). Attraction is the initial stage where a candidate shows interest in joining the organisation and gets to know about it. Participants can add by creating and deploying employer branding and recruitment strategies, disseminating the organisational values, culture, and chances (Xiang et al., 2022). They can also work with marketing teams to generate job openings and select competent employees.

At the second stage, recruitment, the organisation reaches out to and examines the qualifications of candidates. Human resource specialists set up and carry out a comprehensive recruitment procedure comprising of job descriptions, resume screening, interviews and references (Xiang et al., 2022). This specialisation in the interviewing process and assessment techniques ensures that the right candidate not only fits the job description but also aligns with the organisation’s culture.

Onboarding is then the last stage that new employees are introduced to the organisation and provided with the appropriate materials (Barr, 2022). They can do so by designing and delivering holistic orientation programmes in which new recruits of the organisation are availed all information on the organisation’s policies, procedures and expectations.

The second stage of development emphasises on continual skills sharpening and enhancement. Human resource practitioners help in designing and implementing training programmes, identifying the skills gaps, developing training modules and offering workshops or online courses. Such approaches may help employees develop their own personal development plans and get career advancement guidance.

The retention phase is about employee engagement and satisfaction, in order to guarantee continuing commitment. Human resource practitioners can play an important part here by introducing engagement initiatives like recognition programmes, coaching, mentoring, and career advancement opportunities (Barr, 2022). They can also do employee surveys to find the areas of improvement concerning the satisfaction and engagement.

Separation is a process where the employee leaves the organisation either by resignation or by termination. Human resources practitioners help this stage by their conducting of the exit interviews with the purpose of understanding the reasons for this employee to leave and the identification of the gaps which can be used to improve the retention strategies and to build a positive workplace atmosphere.

AC 1.2

A job description is a written document that describes the responsibilities, tasks, and duties required of a particular job, thus providing information about its purpose and what is expected from the employee. Functioning as a guide, it brings clarity on the role’s required commitment, assisting employers in attracting appropriate candidates and facilitating performance assessment (Goulart et al., 2022). Also, it is a basis for performance appraisals, training plans, and career paths. Job description provides information to prospective employees to evaluate whether they have the prerequisite qualifications and skills for the job and how it matches their career aspirations. Job descriptions and person specifications are both crucial in attracting and retaining the right personnel.

Person specification facilitates the employers in the process of recruitment and selection by setting out the desired skills, attributes, and qualifications. It filters out candidates, carries out interviews and makes informed hiring choices (Asfaw, 2021). It makes sure no one is judged by colour of their skin or other irrelevant attributes by focusing only on relevant skills rather than personal characteristics, hence defining central job requirements.

Job analysis is a process that involves collecting, examining and recording data about a job which includes tasks, duties, responsibilities and skills. The employers use techniques such as interviews, questionnaires, observations, and work sampling, to gather data about the work. Job analysis helps employers get a deeper knowledge of the job; thus, the job description fully reflects the nature of the role requirements and responsibilities (Kapur, 2021). It also helps in identifying important duties, functions, and required skills for the job. Job analysis assists employers to identify necessary characteristics for person specification, which assists in creating an effective candidate profile.

AC 1.3

Direct Advertising

The approach here is to advertise the job directly to the public using several channels such as newspapers, job sites, social media platforms and the company’s own website (Muduli and Trivedi, 2020). Jaspreet and Caroline could be able to put a job posting together that will highlight the key responsibilities, needed qualifications and the perks or benefits that the role will attract. Through this method, they can attract a number of the job seekers who are currently looking for employment. This approach as well as Caroline and Jaspreet being positioned at a stall during the fair will enable the recruiters reach a larger and more diverse group of people with different backgrounds and experience, therefore, increase the likelihood of finding people who fit the job criteria for the sales assistant role.

Employee Referral

This approach involves inviting the existing staff to recommend people from their professional network who they consider being the best match for the sales assistant role. Jaspreet and Caroline are selling a sales assistant vacant position by convincing existing employees to recommend potential candidates in their connections. This approach utilises employees’ knowledge of job requirements as well as the culture of the company to ensure that the candidates have the sales skills and orientations that are desirable, teamwork abilities and the customer service orientation, as explained by (Muduli and Trivedi, 2020). Employee referrals are often the source of the higher-quality candidates as they are referred by the people, they trust who can endorse their skills and competence. This approach can be channelled through the internal avenues like email, company meetings, or memos/notice boards.

AC 1.4

One main element is a budget. Recruiting is based on the good copy which needs to provide ROI to the investor. Job ads should unequivocally elaborate functions of jobs and their fit with the organisation’s mission. Culture details of the company, where there is no limit on space for ads, can be found on the website. A balance must be sought between ensuring an accurate and positive image of the company, the self-selecting of candidates, and not losing opportunities to attract top talent (Hess, 2023). 

Also, the copy must maintain the balance between the accuracy and image. To communicate information value in the limited advertising space or short attention spans, copy should be compact, structured, and only use specific highlights. Ensuring a consistent corporate image across channels, like career sites, job advertisements, social media, and collaterals, is very important (Smith, 2023). This enhances employer brand, provides enhanced candidate experience and boosts application rate by delivering clear value.

AC 2.1

Interviews

Interview is a fundamental way that employers assess the applicants’ sales skills and customer service capabilities. They enable employers to evaluate candidates’ acquaintance with sales tactics, sales process, and the final phase of the deal. This method is suitable to evaluate candidates’ qualifications, communication skills, self-confidence, and problem-solving skills which are significant for a sales assistant role (Thakkar, 2022). Through observing how candidates presents and answer the questions, the interviewer can deduce their fitness for the job. 

Job References

Reference letters are a great source of data to evaluate a candidate past history and behaviour in similar type roles. Employers have the chance to check and rate an employee’s work ethics, punctuality, teamwork skills, and sales goals by contacting the previous employers. The references will show the personality of applicants like their emotional intelligence, client behaviour and attitude to work (Muduli and Trivedi, 2020). This technique assists employers in verifying information provided in applications and interviews, with the aim of picking the best candidates who have been noted to be successful in sales positions.

AC 2.4

First, Clean Quarter Ltd must keep the advertisements of job vacancies and job descriptions for each vacancy. The company’s employment history can be used for attracting talented candidates, and demonstrating the transparency of the job necessity and expectations (Gilch and Sieweke, 2021). Employment ads will be used to prove that the vacant post was open to all prospective candidates, enforcing equity and fairness.

Second, the company should retain all job applications, including resumes, cover letters and any other documents. It may be a wise decision to review the previous candidates again if the positing is similar and they might have the new experience in the meantime. In addition, Clean Quarter Ltd must also retain the interview records. These include the notes that were taken during the interview process, the assessment results and any other documentation that contains helpful information on the decision-making process (Ayling, 2023). It could be beneficial for the company to retain these records to show the hiring was based on relevant qualifications, skills and experience, not on personal biases or preferences.

Third, the interviews records and reference check and background checks results should be kept by Clean Quarter Ltd for the selected candidates. Well, these records are the evidence that the company has been through the process of due diligence which is the company’s way of assessing the veracity of the candidate’s information provided and their suitability for the job. Storage of these data can protect the company against claims of negligence and discriminatory practices.

Finally, Clean Quarter Ltd should keep all job offer letters and contracts as a record and keep them well organised to be able to comply with employment regulations and labour laws. This outlines the terms and conditions that were provided to candidates and on whom the offers were based, streaming the process of investigation and dispute resolution in case of misunderstandings.

AC 2.5

Letter of Appointment

Dear Candidate,

I am delighted to make an offer of Sales Assistant position at Clean Quarter Ltd from 1st March 2024. This is a permanent position located in our London office. As a Sales Assistant you will be involved in administrative work for sales department, and also in providing excellent customer service.

Your main responsibilities will include: handling customer orders and returns effectively, replying to customer inquiries promptly and in a professional manner as well as keeping detailed and neat records in our CRM system. You will also be Assisting account managers, sales reports and sales presentations; and managing inventory and restocking items when needed.

You will be reporting directly to the Sales Manager and will work alongside other sales staff. Your work hours will be from 8am to 5pm, Monday through Friday, with a one-hour lunch break. As a full-time employee, you must be prepared to work 40 hours per week.

This is a salaried position and you will get an annual salary of £22,000 paid on the last working day of each month through a direct bank transfer. After a 3-month probation period, you will be entitled to 25 days of paid holiday per year incl. bank holidays. Furthermore, you will be eligible to join our pension scheme.

This offer is subject to you submitting evidence of your right to work in the UK. Please come with the right documents on your first day of work to establish your eligibility. Please, return signed copy of this offer no later than 28th February 2024. We are looking forward to having you on board the Clean Quarter Ltd. Your skills and expertise will be valuable in driving sales and customer service. Do not hesitate to contact me if you have any questions. It is a pleasure to welcome you as the latest member of our professional sales force.

Yours sincerely,

Human Resources Manager,

Clean Quarter Ltd.

Letter of Non-Appointment

Dear Candidate

Thank you for applying for the open sales assistant position at Clean Quarter Ltd. I appreciate the time you invested in submitting your application materials and interviewing for this role.

After careful consideration, we have decided to pursue other candidates whose qualifications and experience more closely match our requirements for this position at this time. Please know this decision does not reflect on your skills or abilities. We were impressed with certain aspects of your background. However, other applicants proved to be a better fit with the precise needs we aim to fill with this hire.

I want to commend you on being a strong candidate for this sales assistant role. Our hiring team spent significant time assessing your candidacy alongside other promising applicants. Ultimately, we deemed other finalists slightly better suited to immediately address our current priorities for this position.

We will retain your application in our files for six months in case another opening arises that aligns well with your qualifications. Please let me know if you would like for us to remove your information before then. Also, I would be happy to provide any constructive feedback on your application materials or interview responses if you feel that would help guide your ongoing job search.

Please accept my sincere thanks for your interest in Clean Quarter Ltd. I wish you all the best moving forward in finding a sales role that leverages your background and aligns well with your skills and interests. We were impressed by your candidacy and please do keep us in mind for future positions.

Yours Sincerely,

Human Resources Manager,

Clean Quarter Ltd.

Task Two – Simulated Interview

AC 2.2 Selection Shortlisting Matrix

Person Specification for Sale Assistant

Candidate 1 Name: Elizabeth Smith                                    Job Title: Sales Assistant

Scoring:

0- Does not meet criteria

  1. Partly meets.
  2. Fully
  3. Exceeds
Candidate 2 Name: John Williams                                       Job Title: Sales Assistant

Scoring:

0- Does not meet criteria

  1. Partly meets.
  2. Fully
  3. Exceeds
Candidate 3 Name: David Brown                                         Job Title: Sales Assistant

0- Does not meet criteria

  1. Partly meets.
  2. Fully
  3. Exceeds

AC 2.3 STARR Model Interview Questions

Selection Decisions and Interview Notes:

Interview Questions Script

Me: Hello Elizabeth Smith, my name is (Your name). Thank you for applying for the Sales Assistant position with Future Clean. I appreciate your time today for the interview.

Elizabeth Smith: Hello. Thank you for seeing me today.

Me: Did you have a good weekend?

Elizabeth Smith: Yes, I had a great weekend. I spent time with my family, and we went for a walk with my friends. It was refreshing and energising.

Me: I’m happy to hear that you had a great time with your family. Today, I will be interviewing for the Sales Assistant position. The purpose of this interview is to learn more about your experience in the retail industry and your background. I want to let you know that I will be recording this interview for training purposes, and your information will be stored in compliance with GDPR 2018. I will be taking notes during the interview. In the minutes, I will ask you a series of questions regarding your experience and to get to know more about you and the role on offer. Afterwards, you will have the chance to ask me questions. “Does that sound good to you? Are you ready to get started?”

Elizabeth Smith: Yes, I am ready.

Me: Tell me about a time when you had to meet a challenging sales target. What were the circumstances that made hitting the target difficult?

Elizabeth Smith: One particular time when I had to meet a challenging sales target was during a slow economic period. The circumstances that made hitting the target difficult were the overall decrease in consumer spending and the increase in competition. Customers were more cautious with their purchases and had more choices in the market. Also, the company I was working for had recently launched a new product that was struggling to gain traction. This meant that I had to work harder to convince customers to choose our product over the alternatives.

Me: Describe a situation where you had to adapt your sales strategy or approach to successfully make a sale. What factors required you to change your strategy?

Elizabeth Smith: I had to adapt my sales strategy when I encountered a potential customer who was resistant to change. They had been using a competitor’s product for years and were hesitant to switch. In order to successfully make the sale, I had to change my approach. I focused on building a strong relationship with the customer and understanding their concerns and needs. I listened attentively to their challenges and customised my sales pitch to address those specific concerns. By highlighting the unique benefits of our product and how it could solve their problems better than the competitor’s product, I was able to successfully close the sale.

Me: Tell me about a time you needed to analyse sales data to identify opportunities for improvement. What specific insights were you hoping to gain from the analysis?

Elizabeth Smith: There was a time when I needed to analyse sales data to identify opportunities for improvement. The specific insights I was hoping to gain from the analysis were the patterns and trends in customer behaviour, such as their purchase preferences, buying frequency, and purchasing patterns. In addition, I wanted to identify any product or market gaps that our company could focus on to increase sales. By analysing the sales data, I was able to identify specific areas of improvement, such as targeting specific customer segments and optimising our marketing campaigns to reach them more effectively.

Me: Describe a sales promotion or incentive programme you helped implement. What specific tasks and responsibilities did you have?

Elizabeth Smith: In a previous role, I helped implement a sales promotion programme that aimed to increase customer loyalty and drive repeat purchases. My tasks and responsibilities included designing the promotional offers, coordinating the marketing materials, training the sales team on the promotion, and monitoring its effectiveness. I also worked closely with the marketing team to drive awareness and generate customer interest in the promotion. By ensuring seamless execution and tracking the performance of the promotion, we were able to achieve a significant increase in sales during the promotion period.

Me: Walk me through the steps you took to learn your company’s sales process when you started this position. How did you ensure you fully understood it?

Elizabeth Smith: When I started in this position, I took several steps to learn my company’s sales process. First, I reviewed all the materials provided by the company, including training manuals and sales playbooks. I also sought guidance from my colleagues who had been with the company for a longer time and had more experience with the sales process. Also, I actively participated in training sessions and role-playing exercises to practice and apply the sales process in a simulated environment. By immersing myself in the learning process and seeking feedback from my peers and managers, I ensured that I fully understood the sales process.

Me: Tell me about a time you leveraged relationships with current customers to generate new sales. What actions specifically helped facilitate new deals?

Elizabeth Smith: There was a time when I leveraged relationships with current customers to generate new sales. I achieved this by actively engaging with my existing customers and understanding their needs and pain points. By maintaining open lines of communication, I was able to identify opportunities where our products could provide additional value or solve new challenges. I followed up with these customers, conducted personalised presentations, and demonstrated how our products could meet their evolving needs. By leveraging these relationships and showing a genuine understanding of their business, I was able to facilitate new deals and increase sales.

Me: Tell me about a time one of your sales initiatives exceeded expectations for revenue growth. What were the tangible results?

Elizabeth Smith: In a specific sales initiative I worked on, we exceeded expectations for revenue growth by implementing a focused and targeted marketing campaign. The tangible results were a significant increase in sales, both in terms of revenue and the number of new customers acquired. The campaign included personalised email marketing, targeted online advertisements, and strategic partnerships. By closely monitoring the campaign’s performance, making adjustments when necessary, and analysing the data, we were able to achieve a substantial increase in revenue compared to the initial target. This success was also reflected in positive customer feedback and increased brand awareness.

Me: Give me an example of when you successfully overcame an objection during a sale. What was the end result of that sale?

Elizabeth Smith: I recall a time when I successfully overcame an objection during a sale. The objection was regarding the price of our product, which the customer perceived as high. I empathised with their concerns and took the time to truly understand their budget constraints. I then provided a detailed explanation of the value our product would bring to their business and how it could outweigh the initial cost. I also offered a flexible payment plan that would help alleviate the financial burden. By addressing their concerns directly and offering a solution that met their needs, I was able to overcome the objection and close the sale successfully.

Me: After losing out on a sale you thought was secure, what lessons did you take away from that experience? How did you apply those lessons to future sales?

Elizabeth Smith: After losing out on a sale that I thought was secure, I learned the importance of not taking anything for granted and avoiding complacency. I evaluated the situation and identified areas for improvement, such as better qualifying leads and conducting thorough research on the customer’s specific needs and preferences. I also realised the importance of building a strong relationship with the customer beyond the initial sale to ensure their long-term satisfaction and loyalty. I applied these lessons to future sales by investing more time in understanding each customer’s unique situation and tailoring my approach to their specific needs.

Me: Describe a time when your communication style negatively impacted a potential sale. What did you learn about adapting your style for different customers?

Elizabeth Smith: There was a time when my communication style negatively impacted a potential sale. I encountered a customer who preferred a more direct and concise communication style, while I tended to use a more detailed and descriptive approach. As a result, I overwhelmed the customer with too much information and failed to clearly convey the key benefits and value of our product. From this experience, I learned the importance of adapting my communication style to different customers. I now make a conscious effort to assess the customer’s preferences and adapt my communication style accordingly, using clear and concise language to effectively convey the key points that resonate with them.

Me: Thank you, Elizabeth, for answering all the questions. Kindly feel free to ask any question that you might have.

 

Task Three – Guidance Document

AC 3.1

Work-life balance is the state of balance between professional responsibility and personal life of an individual. Reaching work-life balance in the employment relationship among other things has multiple advantages for employees and employers. In the first place, providing staff with a chance to have a healthy work-life balance results to the development of the employees’ overall well-being (Bhat et al., 2023). People having time for their individual endeavours, hobbies, family, and social activities will lead to less stress and burnout. It does that by improving the overall mental and physical health, bringing more job satisfaction and increasing the motivation levels.

However, the effect of work-life balance on productivity is also an issue that should be considered. When employees are able to balance their time well and have adequate rests and recharges, they become more focused, motivated and productive in the tasks that they do. Contrarily, the situation which results in overwork and constant multitasking affects productivity and quality of work (Bocean et al., 2023). Moreover, work-life integration is what attracts and keeps employees. In the current job market, employees look for employers that emphasise on work life balance and provide flexible work setups.

Through the work-life balance, organisations can raise reputations of the employer brands and attract the best applicants who consider a healthy work-life integration as a priority. UK law works to make sure employees get a work-life balance through the Working Time Regulations 1998 which states that on average an employee cannot work more than 48 hours per week, 5.6 weeks of paid holiday, 11 consecutive hours of daily rest and 28 days paid annual leave, promoting rest and relaxation outside work.

AC 3.2

Wellbeing in the workplace refers to the overall health, happiness, and quality of life experienced by employees. It encompasses physical and mental health, social connections, career development, financial and workplace security, and finding meaning and purpose in work. Promoting employee wellbeing can boost productivity, as employees with higher wellbeing are more engaged, creative, and energised at work (Loreto et al., 2022). Companies like Google that invest in employee perks, health programmes, and meaningful work have seen higher retention and output.

Second, promoting wellbeing improves talent attraction and retention, as younger generations value purpose, work-life balance, and wellness initiatives. Offering wellbeing incentives like gym memberships and mindfulness training gives companies a competitive hiring edge in a tight labour market (Weziak-Bialowolska et al., 2020). Finally, wellbeing initiatives improve workplace morale and culture, fostering a sense of belonging, community, and support among employees. Companies like Zappos have focused on creating a positive organisational culture by promoting wellbeing, encouraging teamwork, personal growth, and employee happiness, resulting in high workplace morale and employee satisfaction.

AC 3.3

Workplace discrimination in the UK involves the unfair treatment of employees based on their race, ethnicity, gender, disability, age, religion, or other protected characteristics. This can take various forms, including direct discrimination, indirect discrimination, harassment, victimisation, and discrimination by association. Direct discrimination occurs when an employee is treated less favourably due to a protected characteristic, such as denying a promotion solely due to gender (Campbell and Smith, 2023). Indirect discrimination occurs when an employer applies a rule or policy that disadvantages certain individuals, such as disproportionately affecting employees with childcare responsibilities. Harassment is the unwanted behaviour that crosses the line of what is acceptable and constitutes an environment of intimidation. Victimisation happens when an employer is unjust to an employee because of the fact that he or she has made a complaint about discrimination or helped someone else to make a complaint. 

The Equality Act 2010 in the UK is the main legislation that ensures individuals are protected from discrimination in several parts of their lives including the workplace. The Act abolishes direct and indirect discrimination, harassment, and bullying of individuals with a protected characteristic (GOV.UK, 2015). Under the Equality Act, employers have to ensure that they do not discriminate against their employees during hiring, in their terms and conditions, their opportunities for promotion, or training, and during dismissal or redundancy procedures. Employers are also mandated to make reasonable adjustments to ensure that staff with disabilities have equal access to job opportunities, facilities, and benefits.

AC 3.4

Diversity means the variety of attributes, cultures, and ways of thinking that are exhibited by individuals at the workplace. The concept includes the aspects of gender, race, ethnicity, sexual orientation, age, religion, socio-economic status, and physical abilities, amongst others (Ekejiuba et al., 2023). On the other hand, there is the concept of inclusion where an environment is created where employees feel valued, respected and able to participate using their unique views, talents and experiences.

One-way Clean Quarter Ltd. can achieve diversity and inclusion is by engaging in activities that will enhance creativity and innovation in the organisation. Collaboration and exchange of ideas among people with different backgrounds and perspectives bring a great variety of skill, experience, and insight to the solution of problems and decision making. This diversity of thinking can bring about more innovative and robust options. Certainly, having Clean Quarter Ltd. employees from diverse cultures can differ on how they think of maintaining and cleaning facilities, thus, efficient processes and high customer satisfaction are the results.

Second diversity and inclusion help in promoting employee engagement and retention. When people are treated as respected, included and valued for what they are as individuals, they are more likely to be satisfied with their workplace (Turi et al., 2022). This satisfaction is the reason of its development.

Finally, it improves productivity and dedication to the company’s targets. Clean Quarter Company Ltd. can create employee resource groups or affinity networks in order to give the employees an opportunity to connect with others who have the same background or interest. The organisations may build this effect. creating a sense of belonging and support is a very important factor that improves employees’ engagement and loyalty.

AC 3.5

The termination of the employment contract by the employer is defined as fair dismissal if it is lawful and reasonable. Fair dismissal is typical of the situations in which an employee’s conduct or performance falls short of the organisation’s expected standards. For example, in case an employee keeps on not fulfilling their duties and fails to heed adequate training, warnings and support, the performance contract may be considered terminated (Ayling & Suff, 2023). Here, the employer has met the performance issues by implementation appropriate steps and has given the employee a fair chance to do so. The dismissal is a fair decision, as a reason may be presented with supporting evidence and documentation. To justify a fair dismissal employer, need to follow the fair proceedings, such as giving enough notice, presenting a possibility for an employee to defend themselves and considering alternative measures, for example, warnings, training, or probation. The employers must as well record and disclose the performance and behaviour of the worker during the process.

On the other hand, unfair dismissal occurs when an employee is terminated without just cause or without following the legal procedures outlined by the UK legislation. The Employment Rights Act 1996 is key legislation in the UK which protects the employees against unfair dismissal. In case of this Act, a person will be considered as unfairly dismissed if either the reason for dismissal is unfair, if the procedure of dismissal is unfair, or in case the employer does not follow the correct legal procedure (Legislation.gov.uk, 1996). The examples of unfair dismissal include without any legitimate reasons, for example, employers terminating their employees’ contract because of discriminatory grounds such as their race, gender, age, religion, or disability (Collins, 2022). Wrongful dismissal comes when an employer fires an employee due to commission of whistleblowing, which reveals the unlawful or immoral company activities and the employer can be considered wrongful too if he or she provides no reasonable termination or compensation notice.

Task Four – Briefing Paper

AC 4.1

Performance management is an indispensable process with the goal of enhancing the overall organisational performance through the managing and developing of employees in order that they reach their full potential (Lalwani, 2024). Performance management is a framework that assures individuals and teams are always working towards the organisation’s mission and vision thus, they execute their tasks based on the strategic goals of the organisation. It consists of four main components: goal setting, performance measurement, continuous feedback, and performance development, performance management establishes a framework to set clear expectations, monitor progress, provide feedback and support, recognise achievements, and address areas in need of improvement.

The first step in performance management is setting goals, in which objectives are clearly defined and measurable for individuals and groups. The company has its goals aligned with the strategy; thus, the employees are on a right track with its objectives (Bird et al., 2024). Achievable and well-defined goals are like roadmaps which guide employees and help them better assemble their efforts. Performance measurement involves data collection and analysis to ascertain actual progress to goals by using indicators, KPIs, metrics, and regular monitoring. This aspect is crucial to allow the organisations to measure and assess performance, locating opportunities for the improvement or the achievement of the goals. Efficient communication between managers and employees is a critical element of performance management, and it implies continuous feedback. It includes both reward and criticism to acknowledge accomplishments, address problems, and adjust expectations. The third component is Continuous feedback given to employees on a regular basis, it makes clear the impact of their contribution to the company’s success and also brings about the need for changes.

The last component is performance development, which emphasises on supplying the employees with the required tools and having the right environment that enhance their performance and build their skills and capability. It includes various trainings, coaching, mentoring and career development opportunities that can be employed to enhance individual and team capabilities (Lalwani, 2024). Performance development initiatives seek to close any performance gaps, encourage growth, and motivate employees to achieve their highest capabilities.

AC 4.2

Goal setting is an important component of performance management since it gives individuals a clear objective. Specific, achievable goals that align to organisational objectives are to be reviewed and updated often (Bird et al., 2024). Constant communication and feedback build collaboration, transparency, and understanding, individuals can achieve common goals. Performance measurement is about how to create metrics and indicators for individuals and teams to be evaluated. 

Acknowledgement and recognition are key for effective performance management. Verbal compliments, public acknowledgement, or tangible rewards such as bonuses or promotions will lift the spirit, motivation and engagement of the employees. These rewards channel people efforts towards organisational goals and encourage the desired behaviour.

Lastly, performance measurement is a significant element of performance management. Learning opportunities not only allow the individual to improve their skills and knowledge, but they also help to boost their motivation and involvement (Gebrehiwot and Elantheraiyan, 2023). The managers can develop employees by organising training programmes, mentoring, coaching and assigning challenging assignments or projects. Investing in employee development will not only benefit the individual but also will contribute to the general success of the organisation.

AC 4.3

360-Degree Feedback

360-degree feedback, which is also called multi rater feedback, is a performance review method where input about an employee comes from multiple sources. These types of communication often cover the employees’ bosses, colleagues, subordinates, and sometimes even external stakeholders like the customers. The feedback covers various aspects of the employee’s performance and behaviours (Kanaslan and Iyem, 2016). The multiple data points enable the employee to identify strengths and areas for improvement from different perspectives. This system aims to eliminate bias and provide a more comprehensive view of performance compared to traditional top-down appraisals. The anonymous surveys involved encourage honest feedback. However, the process can be complex and overwhelming if not conducted systematically.

Management by Objectives (MBO)

Management by objectives or MBO ties employee performance and development to organisational goals. Managers and employees mutually set specific, measurable targets and standards in line with broader objectives. Employees understand the rationale behind objectives and have clarity on performance expectations. Progress is systematically tracked and reviewed periodically. Since employees are involved in target-setting, MBO boosts motivation and commitment to achieving objectives (Okoli et al., 2023). However, this requires managers to dedicate time to thorough planning with employees. Vague, inaccurate goals can undermine programme effectiveness. Succinct documentation and follow-up are essential

Behaviourally Anchored Rating Scales (BARS)

Behaviourally anchored rating scales or BARS brings structure and consistency to qualitative assessments involved in appraisals. BARS is a system that assigns ratings based on behavioural descriptions, allowing employees to self-evaluate and work on improvements without manager input (Holland et al., 2022). It aims to facilitate fairness, transparency, and developmental focus in appraisals by matching employee behaviour to pre-determined anchors, requiring time and rater training. This method also encourages employee self-assessment and improvement without manager input.

AC 5.1

The financial aspects refer to the tangible remuneration’s employees get in place for the work they do. The base pay, bonuses, and benefits fall in this category. Base pay is the embedded payment an employee received for their position and level (Chi et al., 2023). A competitive base pay also is an important complement to employee attraction and retention. Bonuses may be contingent upon individual or group achievement. The management use them as a motivational tool to spur various employees’ performance. Other benefits, which include health insurance, retirement plans, and flexible work arrangements, are also of similar paramount importance in making an effective total rewards system (Chi et al., 2023). These financial components make employees be adequately compensated for their contribution to the organisation and this means they feel more job satisfied and are more committed.

Non-financial include the tangible benefits that employees receive and therefore employees will be satisfied and engaged. These elements comprise career development avenues, work-life balance, recognition and appreciation, and a positive workplace (Chi et al., 2023). Career development opportunities involve employees’ chance to develop their skills, take up new challenges and get promotions. Companies, which spend on worker development, often get more involvement and devotion. Work-life balance is one of the most crucial aspects that plays a vital role in managing the personal and professional lives of employees. Firms that provide flexible working arrangements or create an atmosphere of work-life balance are likely to attract and retain the best people. Recognition and appreciation act to be among the most powerful motivators as well as engagement tools for employees (Chi et al., 2023). Additionally, a work environment that promotes teamwork, free communication, and belonging affects the success of total rewards systems. Employees who feel appreciated and cared for by their employers are frequently more inspired and involved.

AC 5.2

The relationship between rewards and performance is a significant factor in the motivation of employees. When employees are recognised and appreciated for their efforts and performance through desired rewards, they are more likely to be motivated to continue the same level of performance (Manzoor et al., 2021). In Clean Quarter Ltd., cleaning services company, financial rewards such as bonuses, pay raises, and congratulations from managers can have a positive impact on the motivation of employees. For example, if the employees of Clean Quarter are meeting or exceeding the cleaning standards and productivity goals for their clients, an extra bonus or pay raise can act as a reinforcing behaviour. Employees may strive to overachieve to still be entitled to the financial rewards tied to good performance. Smaller rewards such as gift cards, lunches, or verbal praise from managers for exceeding expectations can as well be motivational to staff. The threat of losing those incentives if their performance drops can also act as a further encouragement.

Basic rewards, for instance, a steady pay check, can result to declining motivation and poor performance. The employees might not be willing to take up difficult tasks or put in more effort, which will eventually lead to a decline in their performance (Kumari et al., 2021). The reward structures should be clear and the unparalleled efforts should be well rewarded while the customised praises and incentive programmes can increase engagement.

AC 5.3

A key reason why firms should pay their workers decently is to increase motivation and production. Fair compensation, that is to say, compensation in connection with the effort and qualifications, lead to workers’ higher morale and motivation to perform well (Chen et al., 2022). To illustrate, if the staff at Clean Quarter Ltd receive pay rates, which are in line with industry norms, they are likely to feel proud of their work and thus, put that extra effort, to give a detailed cleaning of client’s facilities. However, they could feel underpaid or think that their salaries are unreasonably lower compared to the executive pay, which then could easily make them hate it and cause the productivity to be low or good workers to leave.

Second fair pay is important is to help with the recruiting of talent and also retention over a long period of time. Organisations that provide salary package below normal scale face recruitment problems during the hiring process of talented candidates. The incumbent employees, especially the top performers, might decide to resign as well if the pay they could earn somewhere else is better for the similar position. For example, when Clean Quarter Ltd holds on to a reputation for unequal wages or salary gaps between administrators and cleaners, applicants might be losers and the company could find it hard to maintain the required levels of staff to take on cleaning jobs. Oppositely, fair pay compensation based on equity helps to enlarge the diverse group, and results in low attrition rate overall (Shtembari et al., 2022). Employees are just more likely to join companies and stick with them when pay appears reasonable and equitable.

Task Five – Fact Sheet

AC 6.1

Sales Assistant

Learning and development programmes are vitally important for Sales assistants at Clean Quarter Ltd. They provide the employees with the most up-to-date knowledge and skills, which are directly related to their job requirements and thus, improve their product and services understanding (Hayden, 2023). Customers get more satisfied and this leads to the repeat orders. The other benefit about learning and development activities are personal skill acquirement and career progress. For instance, Clean Quarter Limited may offer training courses on leadership development, communication, or time management skills. These abilities not only help sales assistants to be more effective in their current jobs but will also bestow them with requisite competencies to take more challenging roles in the company with promotion, job satisfaction and increased retention rate

Clean Quarter Ltd

Formal learning and development programmes for Clean Quarter Ltd., are integral to the achievement of the strategic goals of the company, by ensuring that the sales team is competent, motivated and able to meet the customer’s needs. The company can continually train and develop the sales force to foster a highly knowledgeable and talented team that can adapt to the dynamics of the market and customer preferences (Whitehead, 2022). Such helps the company remain competitive and get a client base that may be dedicated and loyal to it. Another benefit of the learning and activities development for Clen Quarter Ltd is the creation of a good working culture and a boost of employee’s morale. In case when employees recognise the worth of the company, they are more likely to be motivated and engaged in doing their work, cause of which there will be increased job satisfaction, reduced turnover rates and higher productivity (Whitehead, 2022). 

AC 6.2

Sales Assistants

First, Clean Quarter Ltd sales assistants might have to be trained and their skills developed, or maintained as they react to industry changes, or technology. In case new products on the market, the sales assistants need to undergo a training programme on the different cleaning techniques and materials needed for these products (Mikołajczyk, 2021). The other process that the company will enact is the replacement of the current sales management CRM platform with a new one, which will require the sales assistants to go through training on the new platform and its features. This is very important to keep pace with the developments in the industry and the use of new technologies so they can serve their customers effectively and provide the best solutions.

Second, the instructional needs for the sales assistants of Clean Quarter Ltd can also be triggered by the development of professional skills. One illustration is sales assistants who want to move up in the ranks and acquire managerial skills like leadership and strategic decision-making. Higher posts usually need people to lead teams and make crucial decisions about a business (Mikołajczyk, 2021). To be worthy of these positions, sales assistants have to go through training and development courses which concentrate on the development of the required managerial skills. These learning needs stem from the sales assistant’s desire to improve themselves and their careers within the organisation

Clean Quarter Ltd

For Clean Quarter Ltd, as an organisation, learning needs could come up if the business notes the shortage between performance requirements and the existing skills. For example, the management could find out that the sales assistants are not persistent, or that they do not have adequate product knowledge. As a strategy for having them perform better, the business can figure out the training areas in these fields (Gebrehiwot and Elantheraiyan, 2023). 

Clean Quarter Ltd must be able to change to remain competitive as well as to adapt to the changes in the industry and the behaviour of customers. In order to ensure that sustainability features of the products communicated to the customers, the company is supposed to train sales assistants how to sell sustainable products. This will ensure that they have adequate skills to communicate the company features of sustainable development and address their changing needs. To stay competitive in the market, the company has to develop its products and services according to the changing customer preferences and behaviours, adapting them to market needs.

AC 6.3

Facilitation

Facilitation is one of the most important elements of a group discussion, meeting, or workshop, which is aimed at having an effective participation and engagement. Face-to-face facilitation is direct interaction and feedback, which is difficult to be achieved in online facilitation (Morrison-Smith and Ruiz, 2020). This enables a facilitator to adapt the session for this purpose and encourage participants to take part. In blended facilitation there are used online tools. Online platforms and social media can be used along with face-to-face interactions to promote better engagement. collaboration. For example, a discussion forum which is online can be employed to proceed with the conversation.

Training

Training involves imparting new knowledge, skills, and abilities to individuals or groups. Face-to-face training is ideal for direct instruction, immediate clarification, and hands-on practice. Online training can supplement face-to-face sessions with content videos, e-learning modules, and virtual simulations, allowing participants to access content at their own pace and review the material as needed.

Coaching

Coaching focuses on skill development and performance by providing one-on-one supervision and support. Face-to-face coaching offers personalised interactions, active listening, and immediate feedback. Blended coaching uses technology like video conferencing, messaging, and online progress monitoring to provide continuous support and learning (Hennessy et al., 2022). Virtual coaching sessions address specific challenges and provide guidance.

Mentoring

Mentoring revolves around more experienced person guiding and supporting a less experienced one in the personal and professional development. Face-to-face mentoring implies more of a personal and close mentor-mentee relationship, Blended mentoring can incorporate virtual communication tools, such as email, video calls, or online collaboration platforms, to support the ongoing mentor-mentee relationship. This allows for regular check-ins, sharing of resources, and long-distance mentoring relationships. (Hill et al., 2020).

AC 6.4

Clarifying specific learning styles is of great importance because it means taking into account various demands of individuals. Visuals, auditory, or kinaesthetic are different styles of learning. To meet these learning objectives, several teaching techniques should be used, including visual aids, discussions, and practical exercises. The pre-knowledge and skills of the participants is a significant factor as well. Pre-assessment tests, or surveys would be good to use as they will help to identify current knowledge and skills what will let me to customise content accordingly (Minn, 2022). For example, a technical training programme should be made up of easy-to-understand components that accommodate people with different learning styles and physical challenges by using different learning materials like text transcriptions, braille, or alternative communication modes to create inclusively and effectively in the programme.

AC 6.5

The Kirkpatrick Model, developed by Donald Kirkpatrick in the 1950s’, is a common and recognised framework of evaluation training programmes. It comprises four levels: reactions, learning, behaviours, and result. In the reaction level, feedback is collected to evaluate how the participants perceive and interact with the training programme as well. The educational level concentrates on the knowledge and skills acquisition ensuring the training information is proper (Andreev, 2022). The behaviour level involves the participants in the workplace environment to see if they are practising what they have learned and if their job performance is impacted. The outcome level measures the overall performance of the training programme in terms of meeting the goals and objectives of the organisation and underpins return of investment (ROI) and informed investment decisions on future learning and development initiatives.

Brinkerhoff Success Case Method (SCM) is a new way of assessment of learning and development, which is based on succeed cases, which show the whole impact of training programme. It is conducted through identification of the success cases, and collection of data by the interview or other methods. The data is then analysed to determine the factors that lead to success (Averbeck et al., 2020). The use of this technique creates a more personalised and exact evaluation of the effect of the programme on the training process, and as a result it is possible to pinpoint the particular components of the programme that have been the most influential in achieving the desired results and integrate those success factors in the whole organisation.

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Assessment Criteria Evidence Checklist

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