i FY M - U ,1" . CONFERENCE ON SELECTION TECHNIQUES ALLERJON HOUSE, MONTICELLO NOVEMBER 17-18,1949 SPONSORED BY !"HE BUSINESS MANAGEMENT SERVICE OF THE COLLEGE OF COMMERCE E DEPARTMENT OF MECHANICAL ENGINEERING OF THE COLLEGE OF ENGINEERING THE DEPARTMENT OF PSYCHOLOGY OF THE COLLEGE OF LIBERAL ARTS AND SCIENCES THE INSTITUTE OF LABOR AND INDUSTRIAL RELATIONS THE DIVISION OF UNIVERSITY EXTENSION OF THE UNIVERSITY OF ILLINOIS URBANA, ILLINOIS J c p* CON FERENCE PROGRAM THURSDAY, NOVEMBER 17 9:00 Welcome C. Mi Louttit, Assistant to the Provost, University of Illinois 9s V~> Orientation to the Conference Thelma B. Fox, Research Assistant in Labor and Industrial Relations, University of Illinois 9 J 30 WHY A SELECTION PROGRAM? Ross Stagner, Professor of Psychology in Labor and Industrial Relations, University of Illinois 10*1$ JOB SPECIFICATIONS Leo C. Pigage, Associate Professor of Mechanical Engineering in Labor and Industrial Relations and Extension, University of Illinois 10:U5 Work Groups Topics; WHY A SELECTION PROGRAM? JOB SPECIFICATIONS Thelma B. Fox Robert D. Loken , Professor of Management, Business Management Service, College of Commerce, University of Illinois Wesley Osterberg , Assistant Professor of Psychology, College of Liberal Arts and Sciences, University of Illinois 12 Lunch 1j30 THE USE OF THE APPLICATION BLANK Paul F. Gorby, Manager of Central Personnel Services, Marshall Field & Co., Chicago, Illinois 2:l£ Work Groups Topic: THE USE OF THE APPLICATION BUNK Same chairmen U:30 ADMINISTRATION OF SAMPLE TEST ITEMS DEMONSTRATION OF PERFORMANCE TESTS - DEPARTMENT OF PSYCHOLOGY STAFF 6:30 Dinner Address: SELECTION OF EXECUTIVES Carroll L. Shartle, Professor of Psychology, Ohio State University I .. •' . FRIDAY, NOVEMBER 18 9:00 THE USE OF TESTS IN SELECTION Stanley E. Seashore, Consulting Psychologist, A. T. Kearny and Company, Chicago, Illinois 9:1|£ Work Groups Topic: THE USE OF TESTS IN SELECTION Same chairmen 12 Lunch 1:30 EMPLOYMENT INTERVIEWS Ira B. Cross, Jr., Executive Officer, Robert N. McMurry and Company, Chicago, Illinois Demonstration Interviews: I ra B. Cross, Jr. R ober t B. Buchele, Assistant Professor of Management, College of Commerce, University of Illinois General Discussion U:00 THE TOTAL SELECTION PROGRAM Ross Stagner k : 30 Ad j ournment ILIR-86 (149-50) /mwk UNIVERSITY OF ILLINOIS Personnel Management Conferences, 194-9 Selection Techniques November 17-18 Will A SELECTION PROGRAM? by Ross Stagner Professor of Psychology in Labor and Industrial Relations University of Illinois This year, over 2,000,000 young Americans joined the labor force. This means that 2,000,000 young men and women are out looking for jobs for which they are qualifier" 1 and at which they can be successful. During 194-9, almost 500,000 college graduates joined the labor force. They are going to be wanting job opportunities under conditions which will be favorable for the success about which they have been dreaming, I would like to suggest that it is a very misleading kind of pro- cedure to talk about these individuals in terras of a labor force. These are real human beings. John Smith, who is just out of college and looking for a lifetime occupation, is more than a statistic j he is a real human being v/ho not only needs a job; he also needs proper selection by his employer in order to fit into a channel where he is likely to attain success. What does it mean to John Smith to find a job? All of you are aware of the feeling you have had when you were out looking for work and not sure you were going to find it. What does it mean to John Smith to find the right job? It means good earnings, security, a chance fcV promotion and an opportunity to do the things that he has been dreaming about doing. Now well businessmen handle the job of employee selection is one factor which is going to determine what happens to John Smith and all of his millions of brothers and sisters. Lot's look at this question also from the side of the company. Every year each employer has many applications for jobs. Relatively few of these applicants are hired in a so-called normal year. To take a specific company with which I am familiar, the Boston Consolidated Gas Company before the war used to have an average of about 20,000 applications for positions. Out of these 20,000, they used to hire about 400. This gives us what the statisticians call a selection ratio of 2%, What does it mean to the 19,600 people who were not employed? What does it mean to the company to get the best possible individuals for those positions which are open? Specifically, we might point out that if the 19,600 rejected applicants are turned away with the feeling that they have been treated unfairly, that they have been discriminated against, that only friends of the boss are being hired, it may create a very serious public relations problem for any business enterprise. In the same way, it is fairly obvious that if the 400. individuals arc so chosen that they fit smoothly and efficiently into their new jobs, this will be a great economic benefit to the employer. It will mean a smoothly functioning work force, freedom from grievances and employee problems, and in various other ways will be beneficial to the company. What docs employee selection mean to the American public in general? The American public is made up of workers, businessmen, professional people, -2- f armors, etc. Some of thaw are looking for jobs, some of them arc looking for workers to emDloy, but all of them arc buying commodities from business and desiring services. In other words, they arc customers. What doos it mean to members of the American public to have the right man in the right job? Obviously it means lower prices, more efficient production, more satisfactory service, pleasant relations with the representatives of the company and freedom from inconvenience and irritation due to strikes and labor troubles, I should like to suggest, therefore, that the ramifications of a good selection program arc very wide, A good selection program can be of significant benefit to the company which installs it. It can be highly valuable not only to the worker who is selected and placed on the job for which he is well suited, but it is actually of value to the worker who is not employed. It would be a disservice to this young man to hire him for a position where he was sure to be a failure. It would even be in some sense not valuable for him to be employed in a position where ho could do mediocre work when actually there might be some other position in another company where he would be far more successful. Thus, we can say, that for the main participants in the selection process, namely, the company and the worker, the benefits of a good selection program are very extensive. Even considering the question from the point of view of the general public, a selection program has benefits which arc not lightly overlooked. Thus, I think wo can say that this is another one of those cases in which by doing a job and doing it well, we are not serving the interests of capital, or the interests of labor, or the interoste of the public, but the interests of all throe. Virtually all of you arc here as employers, or as representatives of employers. Let me raise with you some general questions about the amount of money industry spends on equipment, versus the amount it spends on payrolls. And then I want to ask, how much could be saved by improving the type and operation of equipment, as compared with improving the quality and efficiency of workers? Lot mo take a company with which I am quite familiar. It had a pre-war sales volume of about 150 million dollars—now probably doing about the same business, but charging 300 million dollars. In 194-1 this company had about 50 million dollars invested in plants and equipment. They also had an annual payroll of about 50 million dollars. Now the capital investment equivalent of this payroll cannot be compute:], because we cannot place a value on human beings. But we do know that the company estimated the annual cost of equipment at a little over 3 million dollars yearly, assuming a life expectancy of 14- years. In other words, an improvement of 10$ in equipment efficiency would bo expected to net the company about 300,000 dollars annually. Contrast this with the saving that could result from a 10$ improvement in the quality and functioning of personnel — the sum of 5 million dollars. Now, it is not at all uncommon for business men to talk of reducing equipment costs by 5 to 10$, but it is virtually unheard of that such an improvement in human functioning is possible. Yet, such changes are feasible. It has been found, by actual investigation, that savings of such magnitude can be made,, (Let me insert here that they cannot be made by cracking the whip of fear and insecurity over the heads of the workers.) Such improvements arc likely to be associated with changes more extensive than selection alone, but selection is an indispensable first step. What are some of the different kinds of savings that arc made possible by good selection and placement on the job? One such factor obviously is training costs. Every new worker must be trained to do a good job. If the employee is adequately selected, the training time Will be reduced. Hiring square pegs to fit into round holes is at best an inefficient procedure and the amount of training required to help this square peg do even a moderate job of fitting in will be excessive. Training is expensive. Estimates of the cost of training employees in different industries range from a low of $35 to ^50 for unskilled workers to estimates as high as $1000 for relatively skilled and highly responsible employees. If an adequate selection program can reduce this cost by oven a moderate percentage, the cost of the program itself Will have been repaid within a fairly 3hort period of time, Another aspect of this same point is the reduction of turnover. A number of investigations have shown that when employees are selected by the best available methods, turnover can be reduced very materially below its previous level. To take a concrete illustration, a well known restaurant chain was bothered by a serious turnover problem in its cashiers. The work of the cashier in these restaurants was very elementary and monotonous. The result was that there was a very high rate of turnover, with a largo number of these young women leaving their jobs within a period of two weeks to two months after beginning employment. This was not only expensive, but also disruptive of service and very unsatisfactory from the management point of View . A program of simple psychological testing was introduced, although the results were not at first used for selection purposes. In a follow-up after a few months of activity it was found that the girls leaving employment as cashiers fell into two groups; Those with IQ ! s of 100 or more, who were of average or above average intelligence, and another group with IQ's of 85 or below, those who were distinctly not intelligent enough to handle the require- ments of the job. Thus it appeared that turnover in this job was due to two factors; One, the possession of more ability than was necessary, causing the employee to be bored and dissatisfied with the work requirements! and two, the possession of insufficient ability to do the job satisfactorily. A selection program was then introduced, using only those individuals from the middle of the ability range, with IQ's of about 35 to 100. The rosu.lt was a sudden and very significant decrease in the turnover rate* It is also obvious that a good selection program can help management in dealing with such problems as absenteeism, poor attitude on the job, failure to cooperate with supervision, slow-downs, and other manifestations of dissatisfaction on the part of the employee. When a worker is placed on duties for which he does not have the necessary ability, information, interest, or personality, he is likely to feel frustrated, dissatisfied, and unhappy. This will cause him to bo quick to find things to complain about. He will not be inclined to cooperate with his supervisor. If he has the slightest excuse for failing to come to work in the morning, he is likely to accept it and stay away from the job. Thus, it would seem plausible and in fact, experience confirms this expectation, that the introduction of a sound selection program can lead to a variety of benefits from the management point of view. It is even interesting to note that workers like the company better if a good selection program is in operation, and that better applicants come to such an employment office. Workers usually interpret careful selection as an indication that the company really recognizes the importance of the individual employee, and they react favorably to that interest by management. -4- V/hat do we need to know about the applicant if wo arc to do a good job in selection? Thin is different for different jobs. We do not need the same information in picking a new janitor as in hiring a new research engineer. We would not apply the same standards for a good salesman as for a good book- keeper. So first, we need data on the j_ob c This topic we shall call job specifi cations, We must try to learn what kinds of people do well at each job, stick to it, and so on. These specifications will provide us with a basis for selecting new employees. In general, we can say that ability , information, motivat ion and personal ity are important to every job. Naturally we think first of ability, A man must have capacity, not only to learn his present duties, but to grow on the job. In some cases too much capacity is not desirable, if the duties are dull and there is no prospect of promotion » In other cases we must select a person with the ability not only to do this job, but also to move up the ladder. Often a position also requires specific skill or information* When we look for a machinist, we wane one already trained, not just a man who has mechanical ability* If we want an accountant or a chemical engineer, the record of his education may tell the story. But it is usually wise to interview the man about his training, or even to give him a written test. Much remains to be done, in a good selection program, after we have found that the applicant can actually do the work. What about motivation? How much effort will he exert to do a good job? Will he be a clock-watcher or an eager beaver? Will he do the bare minimum, or will he go out of his way to get everything done that needs doing? One approach to motivation comes through the study of interes ts , An outdoors man cannot be expected to work well at a desk for long hours A girl who hates arithmetic will not be a good statistical clerk. Some people like detail, fine work 3 some get restless on this task. One man likes selling, another prefers a service job. Find a man's interest and you have a key to nis motives. Another phase of motivation can be studied through work habits and personal history. Has the applicant flitted from job to job? Does he have personal responsibilities to hold him at work? Turnover is higher among single than married men. Why? Because, for one thing, the single man can quit if he is slightly annoyed about something, whereas the married man will be more likely to stick through some difficulties and frustrations. How much does the applicant want the rewards which will be his for doing a good job? At present we try to study a man's pattern of motives, the things he wants and will work hard to get, largely by a deep personal interview. One of our sessions will be devoted to a sample of how this can be done. Finally, you may well need to size up the applicant's personality. Host of us do this more or loss automatically in hiring. If the person impresses us, is smooth, friendly, likeable, we assume he has the right personality for the job. There are two things wrong with this procedure „ First, we forget that different jobs call for different personalities j an inspector has different situations to face from those met by the foreman. Each job should have its own set of personality specifications. Second, many of us have acquired very -mis- leading standards for judging personality. I remember a story told me by the medical director of a large corporation, about the hiring practice of the personnel manager. He found a lot of girls on medical exam with hair dyed red. On investigation he learned that the personnel manager believed that red heads Mere energetio and industrious, so ho was hiring thou in preference to blondes and brunettes. The word cot around, and applicant." wero dyeing their hair I Nov; you know, and I know, that color of hair is not a cluo to personality « But many judgments ibout personality are based on just such false notions — and we may not even know we are using them! Some of the so problems in selection are best met by the use of written or performance teste, but I would not want to give you the impression that only psychological tests provide for satisfactory selection purposes. As we shall try to make clear in tho sessions today and tomorrow, there are many different devices which business can use for selection of employees. Tho application blank with well chosen bits of biographical information, is one of these methods. After all, what better prediction do we have of what a person is going to do in the future than what he has don:; in the past? Anyone who has done any substantial amount of employment work, on the other hand, knows that many questions asked on tho application blank arc never even checked by the person doing the hiring. It may very possibly be that there is a great deal of useless information on the application blank and conveys cly, many questions, which should be asked, have not boon included. v r e will, therefore, devote some tine to a consideration of different kinds of application blanks in relation- ship to different kinds of jobs and sec whether or not there are ways by which these instruments car be improved. Another method which has groat value in selection of employees is the interview. Almost all of us have the feeling that we can judge human nature. In fact, 'many individuals feel that they do not need any advice on selecting employees because they have been studying human nature for the last 50 to 75 years, more or less, and feel that they know all about it. I shall not bore you by giving you illustrations on how frequently and how far some of these individuals miss. The fact that errors in hiring are constantly occuring even when these so-called experts on human nature do the interviewing is ample evidence that an interview, in and of itself, is no guarantee of pood selection. However, the interview, if properly conducted, can give information which cannot be gotten by any other method. It is olvious, for example, that if we are going to try to evaluate the personality of the applicant, and particularly his effect on other people- something like the interview is absolutely necessary. Our reaction to him in a face to face situation is a pretty good indicator of what other people are likely to foci in a similar situation. So, if wo are selecting salesmen, retail clerks, receptionists and other individuals who have to deal with customers and the public, the interview is obviously a very valuable device. He arc going to consider some of the variations on the interview technique and give you a demonstration of a highly useful and valuable type of interview as a special feature of tomorrow's session. Psychological tests arc, in my opinion, something like the scientific tests of materials quality which arc used by every large industry. We wouldn't dream of buying a carload of steel without some kind of careful testing of the material to sec to it that it comes up to specification. No purchasing agent in his right mind would buy chemicals or any other kind of industrial material without a testing program. Yet in many instances we hire employees, who make up by far the largest item of our operating costs, with no attempt to test their specific qualities. One of the reasons for this, of course, is that psychology has not yet provided us with tests which arc adequate for all phases -6- of human nature. In my opinion, to reject the tosting program entirely, simply because it is not yet perfect is rather like throwing the baby out with the dirty bath water. He can use psychological teste in a limited way as one of the devices for improving selection even though it is not practical at the present time to get an entirely satisfactory selection program by the use of tests alone. Another reason why tests arc not widely used is because hiring executives prefer to follow their personal likes and dislikes. You may have heard the story of the psychologist who was trying to convince a business man that he should install a testing program. The executive preferred to hire the girl with the big blue eyesi How the big thing to keep in mind, in all this discussion of employee selection, is: what is the purpose of the Business? If you arc in business primarily to enjoy locking at beautiful girls, then the method of selection just described is appropriate. But if you believe in an efficient organization doing a good job for your customers, then that selection program is wrong. IJo can't talk about all phases of psychology in personnel work at the same time. So I can't digress here to speak of all the precautions you will have to observe if you are to get the maximum benefit from a good selection program. Let me just insert a few words of warning about w hat a sele ction program will no t do. It will not keep union organizers out of your plant. A few companies, I regret to say, have attempted to set up programs of psychological testing and interviewing calculated to keep out potential union men. These attempts have failed, and I suspect that they will continue to fail. In the last analysis, workers organize into unions to solve certain problems about which they are concerned. The only way management could avoid this would be to solve all these problems first, and that would call for a level of mental acuity about which even psychologists have only the foggiest notion. Secondly, it will not keep wages down. Demands for wage increases are related to many factors besides the price index, and in fact, the only man who v/ould not occasionally want a wage increase would be one who wasn't much use in the average company. A selection program will help you to get more for your mon e y ; it will not work if coupled with a sub-standard wage scale. Third, it will not end problems of training and supervision. The best of material needs processing! the best of workers will need training and instruction, guidance in doing the job, and help in solving human relations problems. The selection process may help you get good supervisors, but they in turn must learn the importance of treating every worker as a human being with psychological characteristics which must be handled with respect. The only difference between human beings and the atom bomb is that, once we get the explosive components of the A-bomb separated, there is no danger until they are put back together. With human beings, we solve one problem only to find another coming up which threatens an explosion. In brief, selection must be tied in with management policy at the top level. If top management understands the importance of employees as individual human beings, it is likely that personnel, production, sales, accounting, and other departments and policies will fit well together. If top management treats employees merely as labor unit costs on a balance sheet, there will probably be trouble. -7- In a sense, then, v;c can give a simple twist to the question, why have a better selection program? We can simply ask, why are you in business? If, as I believe, most of you arc in business to provide honest value and efficient service to the Arierican people, then you need a good selection policy to implement that purpose. First of all you can reduce costs, reduce prices and improve quality in this way. Secondly, you need a selection program because jobs require different abilities in the people who hold them. Third, you need a selection program because people who are in the wrong jobs become frustrated, dissatisfied and belligerent. Finally, you need a selection program because we are all human beings, all people working together, and the only reason for having business and industry at all is to serve the needs of people. We believe that our democratic way of doing things will lead to more happiness for more people in the long run. But if we cannot work things out in such a way that people can enjoy their work, then wo might as well join the Russians and make a man take whatever job needs him, without regard to his ability or wishes. Selection, in other words, can be an essential part of a good way of life for everyone. It can benefit the business man, the worker, and the customer, A good selection program is £ood for everybody,. ILIR-83 (49-50) mrz UNIVERSITY OF ILLINOIS Personnel Management Conferences, 19h9 Selection Techniques November 17-18 JOB SPECIFICATIONS Leo C. Pigage, Associate Professor of Mechanical Engineering in Labor and Industrial Relations and Extension, University of Illinois INTRODUCTION ; A basic requirement in selecting (or purchasing) anything is to have the specifications for what you want as exact as possible. The purchase of a person's services should be no exception. However, we are inclined to dismiss principles exercised in other areas of business transactions as not applicable in personnel practices. Such dismissal is wrapped up with a shrug and blamed upon the complexity of human nature and the corresponding difficulty of measurement. This dismissal sounds reasonable, yet recent advances in personnel practices do not substantiate such an attitude, But, mainly, the fault lies in the failure to prepare careful and as accurate a set of specifications for each job as is possible at the time. BASIC : Before discussing job specifications as such, one should realise that many uses can be made of the basic data from which the specifications come, Specifications do not, and should not, exist in a vacuum. In any plant there will be found various combinations of tasks which go to make up a position. In turn, positions composed of allied tasks can be classified as jobs with the ultimate grouping of similar jobs resulting in an occupational classification. Each has its specifications. This is illustrated in Figure 1 below. Task (Such as clean a machine) Position (Such as set, operate and clean a machine) Job (Such as several persons doing \J/ the same thing as in position) Occupation (Such as several jobs in several plants. Their details will not be identical) Figure 1. -Specifications (appears in the form of motion study, narrowly drawn, ) •Specifications (appears in the form of motion study and basic requirements rather narrowly drawn.) -Specifications (same as for position) •Specifications (same as position but somewhat loosely drawn. ) Furthermore, the basic data, known as job analysis, from which job specifications are made is not a tool whose usefulness is limited to the preparation of specifications. This basic data can be used for many other purposes as shown in Figure 2. -2- Motion Study Time Study _ Testing Recruitment Placement — Personnel Research — Biomechanics Job Analysis Vocational Guidance Job Evaluation Safety Administration Merit Rating •Selection . Training Wage Control Figure 2. Therefore, data collected for one purpose, say job specifications, is valuable and should be used in several other practices in the company. This is not only good economy but also good common sense to use the same basic data so that all personnel practices are in agreement with each other. So, even when talking about job specifications, one narrow aspect of the whole range of possibilities, one should not divorce the job specifications from the other personnel practices. And, if job specifications are not used, the whole chain of events of recruitment through maintaining an employee on the job is seriously weakened. DEFINITION AND PREPARATION : As used, job specification, is a brief description and analysis of the tasks of a job, prepared in such a way as to show clearly, the minimum qualifi- cations a person should possess to perform the tasks of the job in a satisfac- tory manner. The desired qualities are usually listed under such headings as: 1. Identification of job a. Title of job (with alternate titles possible) b. Code number of job c. Related jobs (from which transfers can be made) 2. Duties description a. A brief description of the duties, or tasks, so as to give the personnel office an idea of the job. 3. Job payment a. Basic wage rate b. Incentive system (if any) c. Hours and overtime U. Basic minimum requirements and desired qualifications a. What are the basic requirements which will just meet the minimum necessities for success on the job? b. What are the desired qualities to insure success on the job? c. What physical handicaps are and are not permissible? d. What qualities will prove to be handicaps for success on the job? 5» Suggested testing methods to determine applicants fitness for the job. The particular form that the job specifications should take will depend upon the completeness of data desired. The main thought to keep in mind is to design a form with allied data properly grouped. And, within each group, the data arranged for ease of typing (with the minimum of stops on the typewriter) and ease of reading. 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The procedure is to select from the present employee group on the particular jobs in which you arc interested some employees who are known to be outstandingly good and some who are outstand- ingly poor in performance, and to give to these people tho battery of tests which you hope will prove to be of value, A statistical comparison then enables you to determine which, if any, of the tests actually shows a difference, and whether the difference is useful. The advantage of this procedure is that it gives you a much greater certainty of the usefulness of tho test battery which you are going to use, and it gives you a freedom to try special tests or new tests adapted to your circumstances, A third advantage is that the procedure provides a basis for selling the tests and the testing program to others in the organization who might be hesitant to authorize the use of the tests until they have seen them in use on a small scale. The main disadvantage is the cost. It involves giving tests to a number of people on company time for no practical pui«pose other than the testing of tho tests. In many situations, however, there are not enough employees to per- mit this kind of pre-testing, or your records as to performance may be deficient e Finally, if you arc in a hurry to start using tests, you may not have time to go through this procedure, Tho alternative method for choosing the tests to use is to depend on the judgment of some person who has had experience with them. The advantages are that you have immediately a basis for action,, Furthermore, the expense of setting up the testing program is greatly reduced. Finally, this method is entirely adequate in a great many situations which permit the transfer of experience in other companies to your company, Tho main handicap in this method is that it restricts your choice of tests, usually, to the established standard commercial tests, and you are prevented from venturing into new and possibly more promising types of tests. Quite frequently you will have no choice as to whether to use expert judgment or a pre-trial in choosing your tests. You may not have the time or the freedom to test your present employees. Possibly, you are planning to hire for a newly created job. In the course of the last twenty or thirty years a large volume of experience has been built up with respect to the value of tests for certain com- mon jobs. In the clerical field, for example, any competent industrial psycholo- gist can make a satisfactory selection of tests and test standards once he has had an opportunity to study the jobs for which you are hiring, the condition of your labor market, and some of the practical hiring procedures which must be accommo- dated. Similarly, in shop jobs such as certain assembly or machine operations, the hunch of an experienced industrial psychologist would be a sufficiently sound basis to go ahead with the initial phases of a testing program. There are other types of jobs similarly for which the fund of experience from which to draw is sufficiently broad so that one can act without hesitation, I am well aware that many purists in tho field of industrial psychology will challenge these statements. It is true that we still have much to learn about the use of tests in employment. On the other hand, we know enough now to produce useful results and the time is certainly here to make these testing tech- niques available to the smaller firms who cannot afford the more costly pre-trial procedures. • ; I '"J r- ' - I ' ; '". : - k - NEED FOR PROFESSIONA L HELP The setting up of a testing program is clearly not a job for an amateur to tackle. There are many pitfalls in deciding, for example, whether testing methods can be used successfully, in determining whether or not a pre-trial is needed, in estimating the cost, in training your people in the mechanics of ad- ministering and scoring tests, training your people in the interpretation of test scores and in the statistical verification of the tests in use. The average personnel man, and I say this without being disrespectful, is no more qualified to do work of this kind than he is to design a machine for his plant. Smaller firms rarely can justify the full time support of a competent test specialist. The only solution often is to secure the part time services of someone who has had experience in this type of work. Those who set out to hire the services of an industrial psychologist frequently have some weird experiences. The profession is a new and growing oes, and is not yet organized to the point of having recognized standards of training and experience, or any limitations as to who may practice in the field. As a result, there are many quacks and incompetents who are not easily distinguished superficially from the well trained men. It is well to be wary of anyone who takes on the label of "psychologist" for there are no restrictions as to the use of the title. We have practicing in Chicago a so-called psychologist who has only two qualifications: he feels that he likes to deal with people, and he clearly did not like his previous work as a lumberjack. In speaking of the need for professional help, I don't mean to scare you away from the use of tests,, After all, employment testing is not nearly as difficult and complicated as, for example, employment interviewing, which all of you are doing. Many persons after a brief period of experience with tests under competent guidance become entirely capable of operating their own program and of expanding it without further help. In fact, the object in hiring a psychologist, just as in the case of hiring a physician, is to have him relieve you of the need for his services as soon as possible. The competent people in the field can be located, however, by anyone who pays some attention to certain things. Most of them are connected with con- sulting firms, university staffs, or are in full-time private practice. If you get a man who is a Diplomate in Industrial Psychology or at least a member of the American Psychological Association, you will know you have a man with some advanced professional training and experience. The best test, of course, is to contact some of the companies for whom your prospective adviser has actually done work., SCOPE OF PROGRAM Your satisfaction with the testing program will depend a great deal upon how well you fit the program to your own needs. This means that the testing program must be flexible, and capable of growth, contraction, and change. It must be aimed at specific objectives. Probably the best approach in most companies is to start out with a very modest program, aimed, for example, at the testing of only one or two occupations . ,. , I r . J 5 - or employee groups. It is a good idea, to tackle first an occupation that promises the best return for the initial effort, or one such as the testing of office employees that allows you to borrow most freely from the experience of other com- panies. With such a limited start, you have a chance to become familiar with the problems of testing, without going overboard on costs You can lay a firm founda- tion for extending the program later to other occupational groups as your needs require, and as fast as your company can profit by the expansion. A modest start also tends to keep the testing in proper relationship to the balance of your employment program. Companies that try to start out with large scale testing or complete coverage of all jobs often find that they have bitten off more than they can chew. Too much time and attention is diverted from other necessary personnel activities and the program may collapse of its own weight or be discarded without a real trial. The integration of the testing work with other aspects of the personnel program is also an important matter. This problem is met in tx^o respects, first, in regard to the simple mechanics of giving tests without inconvenience to your applicants and interviewers, and, secondly, with regard to the use of test scores in arriving at a decision about the hiring or rejection of the applicant. As to the mechanics of testing, the problems are rarely serious but they do require some thought and planning. For example, you will need testing space near the employment office. The amount of space depends upon the flow of applicants and the kinds of tests you are to use. I know of successful programs in which the tests are given right in the crowded waiting room. I have also worked with one company that easily handled over 3«000 applicants per year in a 10 x 10 foot testing room 3 The choice of tests also is a factor in that the testing time must be kept to a minimum. The average test battery requires about 30 to 50 minutes per applicant, and this amount of time does not seem in practice to be too inconvenient for the applicant or the company. For some key occupations, a testing period of several hours may bo worth while, but normally you should think in terms of per~ haps a half-hour testing period. Most tests, by the way, can be given several applicants simultaneously, and this is a great convenience. The point here is that a successful testing program must not require office space or time that is prohibitive. If the testing is a burden to your employees, or to the employment office staff, it will fall into disuse, INTERPRETATION OF TBST SCORES The real point of impact of a testing program upon the company occurs when someone reviews the applicant's record and decides whether to hire or not. What do the tost scores mean? A great amount of damage has been done by enthusiasts who have over- stated the accuracy of employment tests and have given tests an unwarranted im- portance* When you stop to consider the matter, it is evident that using tests is not likely to cause an immediate and startling improvement. For one things giving people tests does nothing in itself to increase their competence j selection can never be better than is allowed by the quality of the applicants. Secondly; - 6 - most firms have a relatively stable employee group, and several years may pass before new employees, hired with the aid of the tests, become a major part of the employee group. Also the tests themselves are less than perfect, and even with the best of tests some selection errors will continue to be made. On the other hand, there is ample reason to regard testing as a sound idea with respect to improved results and economy. In many companies, the rejection of only one or two potential problem employees each year will save more than the total cost of the testing program. An improvement of five or ten per cent in average productivity is often regarded as a feasible and worthwhile gain. The tendency for people using tests for the first time is to rely too much on test scores. The test scores do seem accurate, impersonal and so definite. It is important, however, to recognize that test scores are approximations. Other factors in an employment situation are often just as critical as test scores.. Using tests in no way relieves one of the necessity of considering all information about the applicant and then exercising judgment and common sense. To cite a ridiculous example, I recall the case of an interviex^er who hired a certain boy for a messenger job, because this boy had the most favorable scores on' a series of tests. However, he completely ignored the fact that the boy had a foot defor- mity that prevented day-long walking, and the fact that the boy was not particu- larly interested in that type of work. The tests were successful but the employment decision was faulty. At best, the test scores will give you reliable information about certain factors known to be significant, but there are also many other factors necessary for job success which must be appraised by other means. Tests cannot replace or diminish the importance of other selection methods, RESPONSIBILITY FOR A TESTING PROGRAM Let's look now at the question of responsibility for a testing program. Again, I'd like to urge the idea that the program will be useful only if it is made a normal part of the operation of the employment office. This means that those responsible for the employment decisions must also be responsible for the testing. Everyone who makes decisions about people should, in time, come to understand the meaning and limitations of test scores. This includes you key supervisors as well as the employment office personnel. It takes a little time to accomplish this, but key people will soon learn to appraise test scores with the same approach they use in appraising any other personal information about an applicant or an employee. The strangeness soon wears off. As for the day to day giving of tests, scoring of them, and keeping related records, the work usually is simple and routine. There is rarely a need, except in larger companies, to have a person on the staff with forafcl training in testing, Ue usually find in the employment office a clerk, a stenographer or interviewer, sometimes the company nurse, who can handle the testing chores in a very adequate manner after brief instruction and supervised experience 6 - 7 - CASE HISTORIES The comments I have made must seem rather general and abstract, but I did want to express to you some ideas about the factors influencing the effective use of testing in smaller companies. Testing techniques are well developed and there is a fund of experience on which you can draw in setting up a program for your own company. The main hazards are in expecting too much from the testing program, in trying such a program without adequate advice, and in going into a program that is misdirected or on a scale that is too large for your budget. A large number of smaller companies, during recent years have used tests with very satisfactory results „ I believe it will be helpful if we take a few minutes to describe some actual cases, SORTER LISTERS AND CURRENCY COUNTERS Let's consider first the case of a bank. This bank had no previous experience with employment tests,, The specific purpose of testing as they saw it, was somehow to improve the selection of sorter listers and currency counters. The sorter listers, by the way, are girls who sort checks for clearance, list and balance the bundles of checks and arrange them for transmission to the member banks. The currency counters are the girls who sort currency by denomination, remove all soiled, torn, defaced and counterfeit currency, and verify the count. These two occupational groups account for over half of the new hires in this par- ticular bank. After considerable discussion and a detailed study of the operations, a three-step program was worked out. The first step was to try out paper-and-pencil tests to see if any would prove useful in selection. The second step was to try out dexterity tests, as the productivity was, in the opinion of some people, limited mainly by the dexterity of the operators. The third step was to check the vision of employees as a factor in job performance. When we asked for employee volunteers to take some tests on a trial basis we found, as usual, that they x^ere interested in the project and very cooperative. For the trial group we used all employees who were spending full time on one or the other of these two jobs, and who had been on the job for a year or longer. This gave us about fifty people as our experimental group. We then gave to these employees a series of 14- brief tests. Also, we secured from the records information about their individual productivity during the past twelve months and their error rate. These records were supplemented by the supervisor's ratings on the over-all performance of each employee. We found, as we expected, that some of these tests appeared to give scores related to performance and others did not. When we selected the five most promising tests and compared test scores with an index of performance, we got the results shown in Exhibit I, These figures are not particularly impressive to those familiar with testing because they are based on a small group of employees. However, as pre- liminary evidence that the tests will prove to be useful, we regard the results as very satisfactory. These tests are currently being used in the employment of new sorter listers and currency sorters. - 8 - The second step in the program is now in progress, and these same em- ployees were just last week given a series of three dexterity tests. The results have not yet been analyzed. This small project for the testing of two occupa- tional groups in this organization provided an easy introduction to the principles of testing. Considerable interest and support was secured from the supervisors involved. Fortunately an interviewer has developed a great deal bf interest in the program, and shows some promise of becoming a competent person for handling the testing program for the long run. The test battery presently in use we expect to modify as we get the results from the other phases of the program, in order that we will end up with a battery of tests requiring not over forty-five minutes per applicant that will give the best results in this situation,, CLERICAL EMPLOYEES The previous example was one which seemed to require a pre-trial of the tests in order to decide what test to use. The reason was that relatively little previous work had been done in banks with that type of personnel. Let's talk now of a different kind of situation involving the testing of people for standard occupations such as those found in nearly all offices, namely, stenographers, secretaries, typists, messengers and general clerical employees. The case I am going to describe is that of a manufacturer of farm implements. Again, this was an organization with no previous experience in the use of employment tests. Their practice was rather typical in that they ordinarily employed office people not for a specific occupation but for a progression or series of jobs* For example, when they hired a messenger, they anticipated that the messenger would eventually be promoted to a higher position, such as typist, stenographer, or bookkeeper. The need was to use selection tests which were sufficiently general in nature to predict success on a variety of office jobs. In this instance, it was not felt necessary to use any pre-trial of the tests. Instead, their consultant recommended the use of a mental ability test, a general clerical skills test, a typing test and a shorthand test, and for these tests he set up arbitrary standards which varied somewhat depending upon the par- ticular job for which the applicant was being considered. It took about two or three days to investigate this situation, set up the tests recommended for their use and to train one of the girls in the employ- ment office to administer and score the tests© The test battery was put into use immediately and the test results were made an element in the appraisal of appli- cants. As in any testing program, it was considered important to find out as objectively as possible whether the tests were serving their purpose. Therefore, at the end of the first year, a survey was made of all new employees hired in that period to determine how their performance related to their test scores at the fcim3 of hiring. The results of this survey are shown in Exhibit II, These results concern only those employees who actually were hired; that is, the lowest-scoring applicants had been eliminated. Even with this condition, there remains a &efi~ nite relationship between performance and test scores among those who successfully met the standards imposed by the company. In the case of the clerical skills test, we apparently had drawn a dud, as there was very little relationship between the ,;.:■ .! ; :."- ': r -il"t" . ! ... ■ - 9 - test scores and subsequent job performance, A more detailed analysis of the records, however, indicated that this test was particularly useful in certain occupations and the test is being continued on a trial basis for an additional period of time to check this possibility, WOODWORKING MACHINE OPERATOR S Let f s consider next the case of a company in the furniture manufacturing business. This company, due to a need for expansion, had encountered some serious problems in the plant relating to low production rates, poor quality work and an inability to build up the skills necessary to operate the shop adequately. In this company, the practice was to hire men for a sequence of jobs, as they had been unable for many years to hire skilled men for specific occupations, A new man, unskilled, would be likely to start as a trucker, receive some training a3 a machine helper or on a drill press, and then go perhaps into sanding operations, machine operations -or assembly. Those who showed unusual promise might be promoted on to the more complex operations such as sticker or double end tenoner operation, form sanding or repair work. The company decided to go ahead immediately with the use of two tests, which, after discussion, appeared to be the most promising. These tests had to be chosen with some special considerations in mind. For example, the plant was located in Kentucky, in an area where educational standards are extremely low. Many applicants could scarcely read or write. In addition, because of the high rate of hiring, and the high percentage of rejections at the employment office, the testing battery had to be brief to permit the handling of large numbers of men. We solved the first problem by giving an intelligence test, not in a papor-and- pencil form, but in a recorded form, so that the men received oral directions and had a minimum of writing to do« A second test \^as used which was designed to sample their understanding of elementary mechanics and physics, and this test was presented in pictorial form. The second problem was solved by giving the tests to the applicants in groups, as many as ten to fifteen at a time, A check was made to see whether the tests actually showed some relation- ship to the performance of the men on the job. The results in this case are shown in Exhibit III, Subsequent to this initial test program, the company decided to under- take a study of dexterity tests in further refining their selection, A survey was made of available dexterity tests, and a detailed study of the shop jobs was made. From this preliminary work, we arrived at the design of an entirely new dexterity test intended to simulate the work elements of importance in most jobs in the plant. In this instance we were not in as much of a hurry as in the case of the paper-and-pencil tests and the test itself was untried, so we chose to make a pre- trial of the test before using it in actual employment. We secured the voluntary cooperation of men from the shop, and compared their trial test scores with per- formance records and supervisory ratings. The test showed a correlation of f,43 with performance, about the same as in the case of the paper-and-pencil tests. - 10 - Incidentally, at this plant, wc found working as a clerk in the employ- ment office a young man who had had experience in the Array in test administration. This young man lias easily taken over the testing program and will handle it ade- quately through the coming years with a minimum of outside assistance. A PACKAGED PROGRAM All through this talk, I have oriented my comments toward the small company that wishes to work towards a complete testing program for permanent use. It should be recognized, however, that there are some situations in which a com- pany has need of testing only for a spot job, or a limited emergency In cases like this, it seldom is worthwhile for the company to master the intricacies of setting up a testing program and setting up the administrative details. It probably is best to purchase the testing and appraisal services from an outside person or agency that is qualified to handle it„ To illustrate, consider the case of the small farm implement company here in Illinois that found it necessary some months ago to employ about eight or ten time study men, greatly expanding their existing small staff. Because of the unfavorable market for that type of personnel, they decided to accept untrained people who had the qualifications that would enable them quickly to learn the job. They felt that it would bo difficult to appraise untrained people for work of this kind without the help of some aid, such as employment tests. An outside firm was accordingly hired to test and appraise a group of applicants previously screened by the company. These candidates, about 25 or 30 in all, were given an extensive battery of tests, designed to sample their mental ability, knowledge of simple arithmetic, mathematical reasoning, mechanical com- prehension and other factors that were felt to be of importance for the job in question. The results for this group of applicants were compared with the stan- dards found necessary by other companies who had been hiring similar personnel for a number of years and had carefully validated their test scores. The implement company received a brief report on each applicant which gave them substantial help in weeding out the grossly unfit, and directing their attention towards the more promising of the candidates, who were then subjected to the usual interviewing and other screening methods B In this specific instance, the original group selected by the company for testing did not provide the number of men they needed© This led to some revision of the standards the company had in mind and has greatly facilitated subsequent employment of men needed to maintain this force of time study men CONCLUSIONS Obviously, there is much more to be said about using selection tests in smaller organizations, much more than we have time for today. However, I hope that these brief comments have given some assurance that testing is appro- priate for the smaller companies as well as for the larger ones and that there arc practical methods for beginning such a program without an undue obligation as to cost, time or personnel. During the balance of the morning you will have an opportunity to explore any particular phases of the problem that seem most impor- tant or most interesting to you. ILIR-88 (49-50) /jmk - 11 - EXHIBIT I RELATIONSHIP BETWEEN TEST SCORES AMD JOB PERFORMANCE SORTER LISTERS Employee Passing / 1|W U or $ of 5 l-&i£ — &&£- Tests Employee Fail- ing to Pass U or $ of Tests l / Hi , Li I, . I /■ 7 m 10 20 30 UO $0 60 Probability of Above Average Job Performance 70 CURRENCY COUNTERS Employee Pass k or $ of 5 Tests ink/ / / / / / /:) hy /rJ AV /J Employee Fail- ing to Pass U or f> of Tests TTwrm 10 20 30 Uo £0 60 Probability of Above Average Job Performance 70 SAMPLE: All employees on job over one year; 2$ and 20 cases respectively. TESTS: Mental ability, number checking, name checking, code interpretation, proofreading. CRITERION OF PERFORMANCE: Production rate, error rate, and super- visors' ratings, all pooled and adjusted for length of service. A. T. Kearney & Company ■ - - -_!._.■. •- - I i ' ' - 12 - EXHIBIT II RELATIONSHIP BETWEEN TEST SCORES AND JOB PERFORMANCE OFFICE - CLERICAL EMPLOYEES Mental Ability- Test Upper Third Middle Third p^' a^j /■*-./ a*^/ Aw> h&& » Lower Third Typing Speed Test Upper Third Middle Third Lower Third Shorthand Test Upper Third Middle Third Lower Third /■■■' >&■■■" /:>■■■'; 7 foW/ <-r"L-.hr> '■■■;■■>•-■' ,v-.v'v, Jgj *7 rvfrY ^V ifrr^y /.^v 1 ■V A--:-./ /--.:X:7 '--rffiU 's^W fei ' vV *-^ :? , ^ -it — m " — W\ Ih tfl J ^*r fr#'V i-m im-H ^m — I i — a Clerical Skills I Test Upper Third [v^y n*m-i _}..m/ ikj Middle Third { &■>,/ m$--/ -»* ' / ' fr^ ' -v hw wn Lower Third -:■/ h-^i *&>/ im:x/ tw-^ /*%! W lm'4 10 20 30 i|0 50 60 Probability of Above Average Job Performance .70 SAMPLE: All new female office workers hired in two year span. Total number - 170. CRITERION OF PERFORMANCE: Supervisors' ratings made periodically in connection with salary adjustments. A. T. Kearney & Company ■ - 13 - EXHIBIT III RELATIONSHIP BETWEEN TEST SCORES AND JOB PERFORMANCE PRODUCTION WORKERS , FURNITURE PLANT Employees With Favorable Test Scores ■ /:///& i j i/m rm Employees With Employees With \i ,,7 — WW) — J~ Unfavorable ) ; j 1 I /;; 10 20 30 Uo 50 60 Probability of Above Average Job Performance 70 SAMPLE: 98 volunteer employees with service of one year or more representing a variety of job assignments. TESTS: Oral Directions Test and Mechanical Comprehension Test. Employees with average percentile rank of UO or more were considered to have "favorable" test scores. CRITERION OF PERFORMANCE: Supervisors* performance ratings using paired comparison methods A. T« Kearney & Company - "■ • . '^' I • '• UNIVERSITY OF ILLINOIS Personnel Management Conferences, 19h9 Selection Techniques November 17-18 EMPLOYMENT INTERVIEWS Ira D. Cross, Jr. Executive Offices, Robert N. McMurry and Co, Chicago, Illinois Material from "The Step-By-Step Selection Program" Published by Dartnell Corp. . . ' Checking the Applicant's History- Applicants can be expected to present their stories in as favorable a light as possible. Since they want to be hired, it would be unnatural for them to do anything else. In their eagerness to impress a prospective em- ployer, however, applicants may substitute fiction for fact in any of the following ways: 1. By giving a favorable slan t Almost all applicants slant their work histories in their own favor* Some, however, carry this to such an extreme that the truth is actually obscured. Applicants who have changed jobs frequently are usually poor employment risks. Yet these people often present the smoothest, most plausible story of how their experience has broadened as a result of their various jobs, Their stories are so believable because they are accomplished "job shoppers*" They have learned by experience to tell their stories cleverly* 2. By covering up Unfavorable facts in applicants' work histories are sometimes concealed by stretching dates of employment to cover up periods of unemployment or jobs involving poor references ; by inflating salary figures; or by claiming a higher level of skill or responsibility than they actually reached* nn applicant for a junior executive position, for example, stated in his application that he had been employed by Company A from March, 1939, to September, 19hS> and that he had then left to accept a position with Company B% The check with Company B was completely satisfactory* However, a telephone call to Company A revealed that he had actually left its employ in January , 19ii5* Further investigation uncovered the fact that from January to September* 19U!?> he had worked with Company C in a job almost identical with the one for which he was applying and that in this position he had been a complete failure* The most common cover-up is found in an applicant's stated reasons for leaving a job* In one case, a man stated in his application that he had left a previous employer because he felt that he had no future with the company* A check with this company disclosed that the man had left because his theft of *190*00 from the petty cash fund had been discovered. His future with the company was certainly poor, but for a somewhat different reason than he had implied in his application* Applicants also attempt to cover up personal troubles such as drinking, gambling, or domestic strife which have caused them to fail on previous jobs* They assume that the prospective employer will contact only per- sonal references rather than previous employers, and that such misstate- ments will be undetected* 3* By falsifying Occasionally an applicant will deliberately lie about his qualifications. a distinguished looking, middle-aged man who applied for a $10,000 a year executive position claimed to have a.B* 1 *- M*A*, and L.L*B» degrees* Telephone checks revealed that actually this man had "flunked out" of three universities and had failed to obtain even a year's credit, much less a degree* The paradox of this situation was that the man had actually been hired for three well-paid executive positions, because his employers accepted his "academic background" without question* He had not been successful on any of these jobs. ■.--•■ . ' : ; i • ' > . - 2 - Because people will slant their stories in their own f'tvor, and be- cause some of them will cover up and falsify, it is essential that their his- tories be checked with other sources so that complete and accurate facts will be available. Methods of Checking Other Sources There are many ways in which an employer may check the information provided by applicants: 1. "To whom it ^ay concern" letters. 2. Personal references given by the applicant. 3. Official college transcripts. U, Service discharge papers. 5. Credit reports. 6. Checks with the police and the F.B.I. 7. Checks with previous employers. a. Written inquires mailed to previous employers. b. Personal visits with former employers. c. Telephone checks with previous employers. 8. Telephone checks with schools. The advantages and disadvantages of each of these methods are dis- cussed below. » "TO WHOM IT MAY CONCERN" LETTERS: This type of reference letter is of little value except to provide dates of employment, and the job or jobs on which the applicant has worked. Obviously, no applicant will produce a letter which is not a complimentary one. PERSONAL REFERENCES: Personal references furnished by the applicant can seldom be taken at their face value. No one looking for a job will in- tentionally refer a prospective employer to someone who will ^ive him an un- satisfactory report. Only rarely will a personal reference contribute uncom- plimentary information. Personal references may have value, however, where the applicant has no work histo ry at all, or where he will need contacts to do the job for which he is applying, ""'here contacts are valuable on the job the status and occupation of those *iven as references may be revealing. COLLEGE TRANSCRIPTS: Transcripts of courses taken and grades attained are a matter of record in ill colleges and universities. However, some insti- tutions will furnish transcripts only to former students, and many make a small charge for furnishing this information. Since it takes from several days to several weeks to obtain this information, consideration must also be given to the time factor involved. For professional, technical and managerial jobs, a record of the applicant's scholastic achievements is essential to the pro- spective employer and is veil worth the time and effort involved in securing it. SERVICE DISCHARGE PAPERS: Former servicemen often have their dis- charge papers with them. Some states forbid employers to request discharge papers from an applicant before employment. If the state does not prohibit this practice discharge papers should be checked and the date and type of discharge should be noted. Some ex-servicemen also carry a form giving infor- mation on their service experience which is supposed to indicate vocational aptitudes. Unfortunately, this information is usually of little real value to prospective employers. - 3 - CIEDIT REPORTS: Credit reportin icies such as the Retail Credit Company , H ooper-Holmes, and other national and local credit organi- zations will conduct investigations and give personal reports on applicants* These reports provide information about the person's financial standing, his credit rating, and a check of police, job, and school records of the applicant. Frequently they also include comments from neighbors, friends, and business acquaint ances. However, credit reports often have two major deficiencies. First, many investigators are limited in their capabilities, and the appraisal of a man's business ability or performance on the job is often superficial or based on second-hand information* In such cases, the reports are mainly concerned with an individual's reputed integrity, financial standing, and his personal life. Second, it usually takes a week or more to get a credit report; often this is too long a time to wait to make a decision on the candidate. Credit reports have value as supplementary information, however, in the case of applicants for executive positions and other positions of trust. CHECKS WITH THE POLICE AND THE F.B.I. : In most cases, checks of this nature do not produce new information, although on occasion they can uncover very significant facts. Police and F.B.I, checks should be made on all applicants who apply for positions involving handling money or valuable prop- erty. Some companies make these chocks directly while others rely on their bonding companies to get the information. Since the F.B.I, is reluctant to release information direct to employers, arrangements to obtain it must usually be made through the local police authorities. CHECKS TTTH PREVIOUS EMPLOYERS: The best source of information about an applicant is his previous employers. They know from first-hand experience how he has worked out on the job. They have observed him in action. They have seen him under pressure. Frequently they know some of his personal weak- nesses - whether he drinks to excess, gambles, or gets into debt consistently. And, unlike his friends and relatives, they will probably have no particular reason to withhold any unfavorable information. Checks with previous employers may be made in three ways. The first method is the wri tten inqu iry. This involves sending a letter or questionnaire to former employers with a request for certain information about the applicant. This is a very slow technique, however, and many employers are too busy to compose a reply which will contain information of real value. Some employers are also reluctant to put criticisms in writing, fearing that their comments will not be kept confidential. The second method is the personal vis it. Under proper conditions this is an excellent means of obt -lining information, but it has the drawback of being expensive and time-consuming. In fact, it is rarely practical except when the previous employer is located in the same community. To investigate applicants for all jobs in this manner would bo out of the question. It should be done if possible, however, in the case of applicants for top level positions. The third and most satisfactory method of contacting previous em- ployers is the telephone check. Because this method has universal application and provides such excellent results, it is discussed in considerable detail below. 'Vhy the Telephone Check is Effective 1 . 1 1 is the most rapid m ea ns of getting information about the applicant . Ordinarily each telephone check pi 3 only five to ten minutes. Checks may be made while the applicant is waiting to be interviewed or while he is taking tests. Thus it yields much valuable information without increasing the time of the employment procedure. 2. "'lo re and better information is gained . If you use the proper approach in a telephone conversation, you can easily induce previous employers to "open up," and to say things they would never put in writing. When the facts you uncover do not seem to correlate with those on the application form, you can probe for further information; a technique which is impossible if you use a written inquiry. 3. It is an inexpensive means of investigation . Ordinarily telephone checks involve only two or three local phon.3 calls, and the considerably greater expanse of personal visits and of correspondence is avoided. Even in those few cases when it is necessary to make long distance calls, the cost is usu- ally well justified by the value of the information obtained. k . The information is in the hands of the interviewer before the interview . Experience has shown th'at making this chuck before the interview has several important advantages. Certainly it is easier for the intcrviev»rer to plan his questions if he has advance information. He will know what areas to stress, what items require careful probing and -what aspects of the applicant's back- ground noed clarification. Checking before the interview is also a time- saver. If the interview is conducted before the telephone check is made, any discrepancies between what the applicant has put down on his application form and what are actually the facts will not be noted in time to investigate them in the interview. Then, when these discrepancies are discovered, a second interview may be required. Such a procedure is unnecessary if the checking is done before the interview, 5. Tone of voice 'tnd i nf lection are revealing . The way in which an em- ployer answers a question such as: " vr ould you re-employ?" will give a valuable hint as to his actual opinion of the applicant. An alert investigator can learn much from the tone of voice and inflection of the person contacted. 6, It is a systematic technique for getting informati on. The telephone check is a carefully planned inquiry, designed specifically to get the information needed on ^very applicant. The questions on the form are arranged in a specific order so that by the time the more personal topics .ire reached, the employer is talking freely. 1 'That Role Does the Telephone Check Flay in Selection? The telephone check in itself is not a screening device in most situations. It may be used to screen, however, when adverse reports are obtained from most of the applicant's former employers, and there is no doubt that he is undesirable. The main objectives of the telephone check are: 1. To verify the statements made by the applicant on the amplication form. 2. To obtain previous employers' estimates of the applicant's strong and weak points so that these can be carefully explored in the interview. 3. To obtain an over-all appraisal of the applicant from people who have actually worked with him. - 5 - How to Make Telephone Checks with Former Employers (M TO CONTACT: There are two sources you can contact in making telephone checks with former employers: (1) the applicant's immediate super- visor; (2) the personnel records office. You will get better results by contacting the former supervisor. He will be able to give many details about the individual's capacities and personality characteristics which do not appear on the personnel records. In cases where exact dates of employment are of particular interest, it may be necessary to contact both the supervisor and the personnel records office. NOTE : Never check with an applicant's present employer unless he has given you specific permission to do so . THE APPROACH: Your approach is all-important in getting the in- formation you want. Obviously no employer or personnel department is going to give out information unless they know who is calling and why the information is needed. Identify yourself immediately, and then make a simple statement such as: "I would like to verify some information given to us by Mr. Thompson, a former employee of yours, who is applying for a position with us." Emphasizing the word "verify" will act as an opening wedge to obtaining additional information that is not just a verification of facts given by the applicant. HHAT IF YOU MEET RESISTANCE? Occasionally the person contacted is reluctant to reveal any information. Usually this reluctance may be over- come in one of two ways: 1. If it is evident that the previous employer or supervisor is unwilling to talk because he is not sure of your identity, ask him to call back. If it is a long distance call, tell him to call collect. 2. If the person contacted cannot give out information because of a company policy, ask to speak to his supervisor andoffer an explanation something like this: "This is Mr. Jones of Ace Publishing Company speaking . 7e have a Mr, Thompson in mind for a job with our organization and understand that he worked for you as a sales promotion man in 19a5." Pause here for a moment and then continue: ""' r e're naturally particular about the type of people we take into our organization and wondered if you could give us some information about the man on a strictly confidential basis. Could you verify some of the statements he has made in his application?" . 6 - State that you under ind - rfectly that the company policy does not permit the giving of information over the phone but you would like very much to make a decision about the man that day. If the person contacted will not release the information, and if this is a particularly important interview, ask if you may speak to his supervisor. Then repeat your story. It may re- quire two or three contacts, in some cases, before; the right person is reached. In nearly every instance this straightforward approach brings re- sults. Either the person contacted will tell you what you want to know, or he will turn you over to someone who can. TECHNIQUES IN USING THE TELEPHONE CHECK: The first facts that you will want to uncover are the dates of employment. Check both the month and the year . Then follow the general outline of the telephone check form, filling in the remaining blanks as you go. The Key Question : The key question on the check form (purposely placed near the end so the person contacted will be talking freely) is the ques- tion: ""■ r ould you rehire the na n?" The person contacted frequently will re- veal facts of particular importance in indicating why he would or would not rehire the applicant. Often a report which has been rather favorable up to this point will undergo a drastic change. It should be noted, however, that some companies have a policy against rehiring former employees. In such cases it is important to determine what the answer would be if there were not such a policy. Questions printed in red : The questions which are printed in red are designed to help the investigator in interpreting the answers received. They are never asked directly. However, they will frequently suggest sub- jects on which the investigator should probe for more complete information. Double check question s: The final questions, """?hat are the man's strong points?" and " T vhat are the man's weak points?" serve as a check to catch any information that may have been missed and offer a final opportunity for the person to volunteer further information. Probe inconsistencies : Follow-up to insure complete information. Often inconsistencies or discrepancies are discovered. These should be probed in detail. You may discover very significant facts. There are three other general rules concerning the use of the telephone check: Keep confidences : The information obtained through the telephone check is strictly confidential. Under n o circum stances should the interviewer reveal to the applicant anything which a p re vi ous "employer has said . If the former employer discovers that his remarks were revealed to the applicant, he may form an unfavorable opinion of your organization. From both an ethical and public relations standpoint, such information should never be revealed. Check more than one past employer : Getting the viewpoints of several people is always advisable. Occasionally you will find that a previous employer has a prejudice or bias about an applicant on purely personal grounds. This may happen if an extremely valuable employee leaves an organization. Some- times the employer may try to block his efforts to get another job. Such an extreme case very seldom occurs, but it points out the danger of judging an applicant solely on the word of one employer. If possible, two or more telephone checks should be made on each applicant. - 7 - Develope cooperative re la tionsh ips; It is often advisable to become personally acquainted with the personnel managers of the companies with which you will make most of your telephone checks. This facilitates cooperation. Naturally, all such arrangements must be reciprocal. How to Make Telephone Checks with Schools Many young applicants have no work record at all, or have held only part-time jobs. In these cases, checks with previous employers are impossible, and the school is the place to go for additional information. With colleges and universities, the best source of information on former students is the registrar's office or, in a small school, the dean. Then, for more personal information, check with members of the faculty or with members of the admini- strative organization who knew the applicant during his student days. Most large high schools have guidance or vocational counselors who know all of the students who graduate. In smaller high schools the principal will usually be able to give this information. If you make such checks frequently, it will be a real advantage to establish a personal relationship with the approp- riate representatives of key colleges and schools so that you can obtain com- plete information quickly. - 8 - the Patterned Interview In the preceding steps of the selection program you have accomplished two important things. First, you have eliminated those applicants who are clearly unqualified. Second, you have obtained a fairly good initial picture of the remaining candidates. From the application, the tests, and the checks with other sources, you have a fairly good conception of what each applicant can do. During the interview you will round out this "can do" picture by thoroughly reviewing his work and school history* The remaining problem is to determine what the applicant will do . This is precisely where the Patterned Interview makes its most vital contribution. "Till do" is the extent to which the candidate may be expected to make use of his basic equipment (his "can do" ) . This is determined by the individual's character traits, emotional maturity, and motivation. Evaluating will do may be illustrated by means of an example from everyday life. Suppose you are called upon to give your impression of someone whom you have known very well for a long, long time — that you are asked to pre- dict how that person will perform in a particular situation. You might say, "Mary will work hard," or "Bill's selfishness will get him into trouble." And nine times out of ten you will be right. \hy is it that you are able to make such accurate predictions in this kind of a situation? There are two good reasons. First.... You know Mary and Bill. You have observed them in action. You knoxv that Mary has always been a hard ^TOrke^ and that Bill has always been .selfish. You are not guessing at what Mary and Bill will do. You are predicting what they will do on the basis °^ how they have performed under many si mil ar circumstances in the past* Al- though you may not have thought of it in these terms you are actually saying that one of Mary's basic habits is industry and that one of Bill's habits is selfishness * Second. .. .you assume that Mary and Bill will continue to show these habits. And once again you are right. Unless something very exceptional occurs in a person's life he will always exhibit the same basic habits* In other words, a person's basic habits rarely change. The principles underlying this illustration are vitally important in predicting job success* In fact, they form the basis on which the Patterned Interview operates: 1« '.hat a person will do is largely determined by his basic habits. 2. These basic habits develop early in life. They become deeply rooted and are almost impossible to change. 3. A careful review of what a person h as done in all major areas of his life — work, school, early home life, etc., will reveal his basic habit patterns. h» tfith a comprehensive knowledge of these patterns it is possible to predict how they will influence his performance on the job for which he is being considered. - 9 - In other words, the Patterned Interview is actually the equivalent of a long and close acquaintanceship with the applicant. In fact, it usually provides an even better knowledge of the individual. It gives you a clear picture of what he has done so that you can determine his basic habit patterns. Using this information, you can predict with surprising accuracy what the applicant will do . How is the Patterned Interview Different? Almost every company uses some sort of interview in selecting and placing personnel. But most ordinary interviewing procedures have three major weaknesses. First of all, the interviewer does no t get complete or relevant information (some interviewers do n ot even know pr ecisely what information to look for ) . Often an interviewer will confine his questions to those dealing with the applicant's skills and training, and some interviewers will t alk to a candidate for quite a while without finding out anything about him except the fact that they are both interested in golf or both went to the same school. The second major weakness of the ordinary interview is that the interviewer does not know how to interpret the' information. he has gathered. He" does not know what it means. To be sure, most experienced interviewers are able to evaluate the can do factor quite accurately, but they do not know the significance of the patterns of an individual's past behavior for predicting future behavior. They lack a yardstick with which to measure the will do factor, and they are also very apt to be influenced by the excuses, rationalizations and promises of the applicant rather than determining what he will do on the basis of what he actually has don e. The third weakness of the ordinary interview is that it provides no control on the personal biases and prejudices of the interviewer . Most people, for example, have a definite mental picture of now a salesman, a janitor, an executive, or a clerk should look. These mental pictures are called stereotype s. Obviously it is risky to attempt to determine a person's over-all qualifications simply by the way he looks. The interviewer's own personal experiences may also be a source of error. One interviewer may, for example, always reject former automobile sales- men because he once hired one who turned out to be lazy and no good. Another interviewer may have completely forgotten that he once had a painful and hu- miliating experience with a teacher who had big ears and red hair. Yet when an applicant who has such characteristics comes in this interviewer is apt to take an instant dislike to him and turn him down. If, on the other hand, the applicant reminds the interviewer of someone he likes, he may hire him, regardless of his qualifications. In each case, the judgment is not a sound one. A further source of bias are the so-called "traditional" beliefs about people. These include such convictions as: 1. People with close-set eyes are always dishonest. 2, A limp handshake means a weak character. 3» People who cannot look one in the eye are dishonest. ! '; .■' • - 10 - None of these or other similar convictions has any scientific justification. It is important, that such be] Li Cs be supplanted by a more factual approach. The Patterned Interview has been designed to overcome the faults and limitations of ordinary interviewing procedures. It provides four important controls: 1. A systematic plan for the inter view er to fol low. Complete coverage of the candidate's work experience, education and training, family back- ground, present domestic and social situation, financial condition, and health is provided. The interviewer knows exactly whj.t information he must obtain. 2. A technique for getting the facts , n series of penetrating and meaningful questions bring out the specific information the interviewer needs to make an accurate evaluation of the candidate. The questions start with subjects on which the candidate ex pects to give answers. Then, when a good relationship has been established, they progress to the more per- sonal topics. This technique brings out a wealth of pertinent facts about the candidate. 3. A set of prin c iples to use in int erpre ti ng t he facts. These principles not only make it possible for the interviewer to determine what the applicant can do, but through an understanding of character make-up, motivation) and. emotional maturity, also permit him to predict what the applicant will do . Thus, the interviewer can match the man to the job more effectively. k» A method of minimizing personal bia se s and pre jud ices . Because the inter- viewer is required to get and analyze all bhe facts, he is much less likely to be influenced by stereotypes, or to allow his own personal experiences or beliefs to influence his judgment. Because of these important controls, the Patterned Interview is an effective and reliable instrument for predicting job success. - 11 - Using the Patterned Interview Whan an interviewer is first introduced to the Patterned Interview^ he can profit from a few fundamental rules which have been developed from years of experience. The prime purpose of the Patterned Interview is to obtain the facts about the applicant, regardless of whether these facts are favorable or unfavorable. To achieve this goal, the applicant must be encouraged to talk freely, and his natural tendency to conceal or to play down unfavorable information must be over- come. IThen an applicant believes that certain facts are unfavorable, he will usually follow one of these courses: 1« Ke may sa?/ - nothing about them, (This can be overcome by watching for gaps in his record and probing on points where his statements don't check with the information from other sources ; ) 2. He may deliberately lie * (When he does, contradictions which can be probed are almost sure to arise, since few people can lie consistently for any length of time,) 3 . He may adui.it unfa vorable facts but provide plausibl e excuses or alibis • (When the interviewer suspects the applicant's statements are surface explanations, he should probe behind them,) /., He may become defensive or indignant, (The interviewer should find out the cause of the resistance and determine why the applicant is unwilling to reveal the information.) Following the fundamental rules for using the Patterned Interview which are listed below will help to insure that all of the necessary information is obtained from the applicant, 1. PREPARE FOR TIE INTERVIEW. Before starting the interview, the interviewer should study the application, the test results, and the information obtained from other sources. This advance information provides a basis for planning the interview and points out the areas which require special attention. However, it should never be used as a substitute for any part of the interview. All phases of the applicant's background should be thoroughly covered during the interview, because frequently an interviewer will find important inconsistencies between what the applicant has written and what he says, 2. PROVIDE PROPER SURROU" DINGS FOR TIBS INTERVIEW. No one wants to talk confidentially about himself when other prople are listening. If at all possible, interviews should be conducted in a private office. If this is out of the question, choose a quiet spot with a minimum of distractions and interruptions. . I - 12 - 3. PUT THE APPLICANT AT EASE. At tho start of the interview the Interviewer should put the applicant at ease and make him feel welcome. Give him a comfortable chair - one which does not face an electric light or a window. Offer him a cigarette and spend a few minutes in casual conversation. Sometimes it is also advisable to tell the applicant the purpose of tho interview and to explain that it ia to both his and the company's advantage to be sure the right person is placed on the right job. 4. COVER ALL SIX AREAS III THE INTERVIEW. Tho Patterned Interview is designed to cover systematically six major areas of information about the candidate — his w ork history , education and training , his family background ? financial situation y domestic and social sit uations . and his .health record. The interview starts with ordinary questions concerning work history and education, which the applicant expects to be asked. During this period a good relationship can be established with the applicant. After the conversation is rolling, and the candidate is "warmed up," the interviewer can probe successfully into more personal matters such as his domestic and financial situation. 5. BE SURE TO GET THE ANSWER TO EACH QUESTION. Each question on the interview form is included for a particular reason. The form has been developed after long experience and includes those questions which have been found most likely to be significant. Obviously, each question will not produce a significant answer In every interview. A particular question may only rarely produce worth while information, but when it docs, the reply nay be extremely valuable. 6. ASK PERSONAL QUESTIONS NATURALLY, It is impossible to make an adequate interpretation of the intcrvicv/ unless information about the applicant's personal affairs is obtained. Frequently inexperienced interviewers are reluctant to ask about an applicant's financial status or other personal natters for fear of being rebuffed. Yet, these personal areas have an important bearing on the applicant's job success and must be covered. If the interviewer adopts the attitude of assuming the candidate will give the information, he will almost always be successful in getting it, 7. LET THE CANDIDATE DO THE TALKING, This is the cardinal rule of interviewing. The interview is a fact- finding process. The candidate has the facts and should be encouraged to talk and to volunteer information. Remember that the interviewer has one factor in his favor -- the candidate will be talking about his favorite subject, namely, himself. If the interviewer conducts himself properly, he should have no trouble in getting the whole story, 8. TAKE ADEQUATE Til .3 FOR THE INTERVIEW. Never hurry an intcrvicv;. If the candidate pauses for a few moments, wait patiently without questions or comments. Some people arc not rapid conversationalists. Often it takes time for an applicant to collect his thoughts -13- when he tries to recall facts from ten to twenty years or more in the past. Re- member that he is undo i* some strain and is trying to make the best impression possible * 9. HOW TO ASK QUESTIONS. One of the worst mistakes an interviewer can make is to read the questions mechanically from the form. These questions are designed as guides only; they arc there to remind the interviewer of the a reas in which he needs full information. To help the interviewer phrase the questions in his own way, many of the questions on the forms have not been stated in complete sentences. A few questions arc, however, stated in full, because experience has shown that a particular wording generally gets the best results. 10. AVOID LEADING QUESTIONS . Leading questions should n ever be used in the interview. They give the candidate a ready-made answer and an opportunity to avoid embarrassing situations. If, for example, the interviewer asks, "You left school to go to work?", it is easy for the candidate to answer, "Yes," even though if asked to volunteer his answer he might reveal that he was expelled from school. Any questions which can be answered "yes" or "no" give the applicant an easy way out and do not encourage him to talk freely. 11. THE ORDER OF QUESTIONS CAN BE CHANGED, There is no objection to changing the order of the questions, if the change occurs naturally in the conversation. Never halt the flow of conversation or ask the candidate to hold the information until later in the interview. Mere- ly record it in the proper place on the form* 12. AVOID MAKING MORAL JUDGMENTS. Regardless of how the interviewer feels about statements made by the candidate, his personal feelings should be kept hidden. The importance of creating a sympathetic, persuasive atmosphere cannot be overemphasised. Criticism by the interviewer, either spoken or implied, will discourage the candidate from talking freely, 13. RECORD THE ANSWERS AS THEY ARE RECEIVED. A written record of the information given by the applicant is necessary for several reasons. It must be available at the time the over-all evaluation of the candidate is made, because no interviewer can possibly remember every fact about the candidate, A written record puts all of the facts in an organized form so that the interviewer can make an objective analysis of the applicant's qualifications. Furthermore, in some cases more than one person in the organization must pass on the candidate's qualifications, A written record is essential for such a review. The theory that writing during the interview will deter the free flow of conversation has been completely exploded by years of experience with this method* After the first few questions, the candidate usually forgets that the interviewer is recording his answers. Many candidates are even reassured by by the fact that the interviewer is using a definite form, and that all candidates go through the same procedure* The applicant's answers should be recorded as briefly but as accurately as possible. . . '.. . ... ■ .- ■ ■■ ■ ■ :'i •' .' ■ ; ■■ -. -14.- H, ALWAYS GET EXACT DATES. It is ossontial that tho applicant account for the entire period of time since he left school until the present. The month as woll as the year of starting and leaving each job should be recorded, and gaps should be thorough- ly probed. 15. CHECK INCONSISTENCIES CAREFULLY* When inconsistencies are encountered, call them to the candidate's attention in a friendly manner. Give him an opportunity to explain. 16. HOW TO USE THE RED QUESTIONS. The questions printed in red on the interview form are designed to help the interviewer to obtain complete information and to interpret its significance. They indicate the possible importance of certain replies to the questions and suggest areas which should bo investigated. These questions arc for the inter- viewer's use only. Applicants arc never asked them. 17. PROSE FOR THE WHOLE TRUTH. When the interviewer feels that the candidate's answers do not reveal all of the significant facts, he should depart from tho questions on the form and probe for the whole truth. 18. HOW TO HANDLE RESISTANCES. If an applicant becomes defensive, the interviewer can handle the situation in one of two ways. The s implies t method is to drop the question and come back to it later in the interview. Tho second approach, which is more direct, is to explain that all applicants are asked these questions and that they provide necessary facts for deciding whether tho candidate is qualified for the job. Then add, "But if you have some reason for withholding this information, naturally \iq won't insist." A pause after this statement may induce the candidate to speak. It puts him in a position where he must provide the desired information or explain why he refuses to do so, 19. SELL THE JOB ONLY WHEN YOU ARE SURE YOU WANT THE APPLICANT. Many interviewers made the serious mistake of selling the job to the Candida to before they have decided that they want to hire him. Of course, tho nature of the job should be explained to the applicant, but any selling should come after the interview, and only if the interviewer feels that the candidate should be accepted. If he has been sold on the job before the interview and turns out to be unqualified or undesirable, the problem of rejecting him becomes twice as difficult. Furthermore, in selling the job at an early stage, the interview- er's enthusiasm may load him to lose sight of tho fact that he is supposed to make an objective appraisal of the candidate. 20. CONCLUDING THE INTERVIEW, If it becomes apparent that the candidate is unqualified, the interview may be concluded at any logical stopping point. The applicant should be told that his qualifications do not match those necessary for the job, and he should bo thanked for applying. If the interview is completed, the interviewer should ■ ■4 * I - « -15- cithcr make an over-all rating of the candidate and inform him of the decision or tell him when the company will let him know what tho decision is. It is extreme- ly important to retain the applicant's goodwill by terminating the interview graciously. - 16 - Interpreting the Patterned Interview - The Basic Character Traits n the Patterned Interview is completed, sufficient facts should be available to permit a sound prediction of what the applicant will do * But before the interviewer can make- such a judgment, he must know what the facts mean * Therefor-.:, the next step is to interpret the information which has been gathered* To predict what an applicant will do , it is necessary to determine: (1) the extent to which he possesses certain basic character traits, (2) his motivation and (3) his emotional maturity.. All of these factors can be evaluated from the comprehensive review of the applicant's life which the Patterned Interview provides. An individual's character traits are nothing more than his basic habits . The importance of various character traits will vary from job to job, but the following traits must usually be considered as essential for any job; stability, industry, perseverance, loyalty, self-reliance, and ability to get along with others. In some instances, leadership and competitiveness are also important. The evaluation of each of these eight traits is discussed below. The extent to which an applicant possesses a particular trait can be determined from the pattern of his past behavior. These habit patterns manifest themselves again and again in the applicant's life and are clearly evident from the Patterned Interview record. The interviewer should have little difficulty in evaluating them. Tyito warnings are in order, however: 1. Judgments should always be made on the basis of what the applicant has done; not on the basis of his alibis, excuses, and promises. 2. It is the pattern of the applicant's behavior which is important: the interviewer should never jump to conclusions on the basis of isolated instances. The key to what a man will do is what he has do ne throughout his life. Basic habit patterns rarely change. Definitions of the eight character traits and explanations of how they are evaluated in the Patterned Interview follow. These discussions should make it clear that only common sense judgments are required in order to eval- uate an applicant's basic character traits. STABILITY — The extent to which a person has shown the habit of remaining on one job, in one line of activity and in one place of residence for a reas- onable- length of time. Evidences of stability will be found in answers to such questions as: 1. Has he remained on his jobs a reasonable length of time? OR Has he jumped from job to job? 2. Did he scatter his energies in school among many different activities? OR Did he concentrate on just a few and make a success of them? - 17- 3. Did he stay in one college? OR Did ho try several colleges? k* Has he lived in the same place for a reasonable length of time? OR Is he constantly changing his residence? 5. Has h^ kept the same hobbies and. social interests? OR Is he constantly trying something new and then dropping it? 6. Has he remained married? OR Has he b-.on divorced, separated, remarried? The key question with regard to stability is whether the applicant will remain on the job long enough to bring the employer an adequate return on the money invested in him. INDUSTRY — The extent to which a man has the habit of working steadily, voluntarily, conscientiously, and productively on wrhatever job he is given. In other words, is he the type of person who is uncomfortable if he is not occupied with some constructive activity? The most important areas to consider are these: 1. Has he worked steadily and made progress on his jobs? OR Have there been many periods of idleness? Hiv3 they been long? 2. Has he been promoted and had merit Increases? OR Has he stayed on the same job and received only automatic increases, if any? 3. Has he chosen hard jobs? OR Is he always looking for an easy way to earn a living? k» Has he shown initiative on previous jobs? OR Has he just coasted along? 5. Did he apply hinself in school and make good grades? OR Did he take it easy and just barely get by? 6. Did he start working at an early age or take part in constructive activi- ties? OR Did he spend all of his time as a boy in play? The key questions with regard to industry are whether the man likes to be busy, whether he accepts a tough job as a challenge, and whether he actually works hard, not merely talks as though he were a hard worker. PERSEVERANCE — The extent of a man's capacity to persist in an activity despite difficulties and opposition. It is the habit of finishing what he starts. Evidences of perseverance will be found in answers to the following questions: 1. Has he carried his education through to a logical stopping point - a graduation? OR Did he quit in the middle of his schooling? 2. Has he stayed on tough jobs? OR Has he quit when the going got rough? 3. Does he keep his enthusiasm for a new job? OR Does he become easily discouraged. h» Has he completed any night or correspondence courses he has taken? OR Has he dropped the courses before the end? - 18 - The key question with ird to perseverance is whether the individual has the habit of finishing what ho starts to the point that he can be counted on to finish any task which may be assigned to him. LOYALTY — The extent of a man's willingness to put the interests of others before his own and, if necessary, to go beyond the ordinary requirements of his job to serve the interests of his employer. The loyal individual is the one who identifies himself closely with the organization and is a member of the team. He is essentially unselfish. The extent of a man's loyalty may be found in the following areas of the interview: 1. Does he speak well of his former employers, his wife, family, and the organizations to which he belongs? OR Does he state that his bosses were "dishonest," "unreasonable," or "partial to pets," and that even his wife has many shortcomings? 2. Does he boost others? OR, Does he "knock" at every chance he gets? 3. Has he usually done more than his duty in helping out friends, relatives, business associates, community, and employer? OR Does ho always look out for himself first? The key question with regard to loyalty is whether he will consistently put the interests of his supervisor, his associates and the company before his own. SELF-RELIANCE — The extent to which the man has the habit of doing things for himself rather than depending upon others to help him. It is his ability to stand on his own feet and to solve his own problems. Evidences of self-reliance are found in the answers to the following questions: 1. Has he found his own jobs? OR Has he always depended on friends and relatives to find his jobs for him? 2. Did he become self-supporting at an early age? OR Did he depend on his parents for help as long as possible? 3. Has he accepted the financial responsibilities of his family? OR Has he let his wife or relatives carry his responsibilities? U. Does he seem to get things done under his own power? OR Is he afraid to make decisions or assume responsibility? 5. Did he finance his own higher education? OR Did he go without it or let his parents pay his way? 6. Has he enjoyed jobs requiring self-reliance? OR Has he been happier when others could make decisions for him? The key question with regard to self-reliance is whether the man will be able to stand on his own feet without constant assistance from his superiors or others. > .. - 19 - ABILITY TO GET ALONG : "ITH OTHERS ~ The extent to which a man can make and hold friends, maintain good working relationships with his supervisors and associates, and obtain good personal acceptance by others. Evidences of this trait will be found in these questions: 1. Did he get along well with others on his past jobs? OR fas he constantly- having difficulty in his relations with people? 2. Did he like the people he worked with? OR Does he make unfavorable comments about his past associates? 3. as he most successful in jobs in which he had to work with others? OR as he most successful where he could work alone? k» Does he enjoy games and sports in which he must play with others? OR Do his hobbies and interests snow that he tends to withdraw from others? £. Does he seem to have good relationships with his family? OR Does he have chronic domestic and family troubles? 6. Does his school record show that he got along well with teachers and fellow students? OR Was he always in difficulty with teachers and students? The key question is whether the applicant's past behavior reveals that he likes and gets alon r with people and that they accept him. LEADERSHIP — Leadership is the capacity to inspire confidence, admiration, and trust in others so that they turn to the man for help and guidance. Evi- dences of leadership will be found in the responses to these questions: 1. Did he enjoy being a supervisor? OR "fould he rather have been "just an employee?" 2. Was he able to keep a supervisory job? OR ir j.s he ever demoted back to the ranks? If so, why? 3. Did he achieve positions of leadership in school activities, in the social groups to which he belon. s, in civic, lodge, and church activities? OR Was he content to be just a member of the group? k* Is he the leader in his home? OR Does his wife run the family? 5« as a child, was he able to hold his own with his playmates? OR Did he fail to develop habits of leadership at an early age? The key question with respect to leadership is whether the applicant has been a leader and whether there is evidence that others accept his leader- ship. COMPETITIVENESS — The extent to which an individual prefers activities in which it is possible to compare his achievements with those of others or with his own past record. Evidences of this trait will be found in these areas: .. I • - 20 - 1. Have his previous jobs involved competition with others? OR Has he shied away from jobs which are competitive? 2. Has he won any competitive prizes, letters, or other awards? OR Has he been content to let others outshine him? 3. Has he taken part in activities, such as sports, which involve compe- tition? OR Has he preferred activities, such as reading, in which there is no competition? The key question is whether the applicant's past behavior shows that he can be expected to compete with others and to try to excel them. as will be pointed out in the section dealing with the over-all rating, not all of these character traits are necessary or even desirable in the same degree for all jobs. However, the degree to which a partic- ular applicant possesses them must be evaluated to determine the extent to which he is fitted for any given job. - 21 - Interpreting the Patterned Interview - Motivation In addition to possessing the necessary "can-do" and having the pro- per character traits, an applicant must have two other qualities if he is to succeed. One of these is emotional maturity, which is discussed in the next section* The other is motivation . Motivation consists of the forces within an individual which cause him to stay on the job, to work hard and to be a conscientious employee. There are three factors which affect an individual's motivation with regard to a particular job: 1. The needs, drives or hungers within the individual which spur him to action. Most typical among these are: a. The need for e c onomic security (the desire to maintain a good standard of living for himself and his family, to accept financial responsibilities, and to provide for the future) b. The need for recognition - the desire to improve his status (dissatisfaction with present level and the urge to acquire a higher standing or more prestige) c. The need to understand - (fascination with a particular type of activity, such as chemistry — in short, his interests) d. The need to excel - rivalry or competitiveness (the aggres- sive desire to surpass or win out over others) e. The need to achieve - conscientiousness and craftsmanship (high personal standards of performance) f. The need to acquire - acquisitiveness (the desire to get and hold something for one's self, such as money, rare books, etc,) g. The need to serve - altruism (the desire to help others or to fill a useful role in society) In one individual all of these needs may be present. In another individual particular needs may be almost totally lacking. But in any event the various needs of a particular individual will pro- bably not all be equal in strength, 2, The situation of the individual , with special reference to the extent to which is needs are already being satisfied independ- ently of the job for which he is being considered. For example: a. He may already have ample means to satisfy his economic needs (private income, a wife who works, or a pension) -.': > , : .o . ■ ' •■ ' .': : *. "U ■ ... '■ ' "> '! ;< . »J : ' .• " '-' .■».! = • - ffl , * -X > •j i; .■ .'-- rs " ■ f • ■ ■ : '; .. lii ■ ■ ■ - 22 - b. His status or his standards may already be such that he has no incentive to improve himself c. His interests may oe in fields unrelated to the job d. He may already be satisfying any need for aggressive com- petition (for example, in sports) 3 • The principal needs of the individual which remain to be satis f ied on bhe j ob — i,. e., which are not fully gratified off the job. The strength of those needs and the extent to which they are unsatisfied off the job determine the applicant's motivation. How Motivation is Judged with the Patterned Interview The determination of an applicant's needs and the extent to which they are gratified by his off-the-job situation is readily accomplished with the Patterned Interview. Just as in evaluating the character traits, the applicant's past behavior is carefully scrutinized for consistent evidences of the expression of his principal needs (e.g., a definite pattern of attempting to improve his status). The applicant's present off-the-job cir- cumstances are next considered to determine the extent to which these needs are being satisfied by outside activities. Finally, this information is combined to determine the principal needs of the individual which are not being satisfied off the job. If the applicant is only satisfying his pri ncipal needs to a slight degree off the job he may be considered to be we ll-m otiva ted . If, on the other hand, he has many outside sources of need-satisfaction which gratify all of his principal needs, then the applicant is poorly motivated . The key question : Does the applicant have sufficient motivation to stay on the job, to work hard and to be a conscientious employee? ! ' ■■v. ;. ■ - 'ji'-'i'ii a : , . . , , ; i . .-j j . - . , . ', ■■• ■ .... : ■ ■ •■ - - 23 - Interpreting the Patterned Interview - Emotional Maturity Itis a fairly common experience to meet people who are highly intelli- gent, well educated and personally very charming, but who show consistently poor judgment and a complete lack of ordinary common sense,, They do foolish things which get them into difficulties. Then they do even more absurd things, which not only fail to help, but which often make the situation worse. Such people seem to have no capacity to be realistic in their thinking, to discipline themselves, to consider others, and in general, to have an adult outlook on life. They are actually children living in an unreal wish-world of their own creation - they are immature people. They may have positive traits such as industry, ability to get along with others, charm, and so on, and still be liabilities to employers because of their immaturity. No one ever outgrows his childish behavior patterns completely - complete maturity is practically non-existent. This is probably fortunate - it is immaturity that adds the variety, sparkle and color to life a But it is the degree to which a person possesses it that counts. An individual can exhibit immaturity from a very minor to an excessive degree. A slight degree of immaturity can be tolerated in an employee. Indeed it may even be desirable. But an excessive degree spells danger for the employ- er. Studies have shown that as high as 90% of the "problem employees" in industry are immature. They lack self -discipline and consideration for others. Many are obviously lazy They are usually unstable, chronic absentees, accident- prone, and constantly dissatisfied. They are the troublemakers and are often the perennial compensation cases. The characteristic of immature people which poses the greatest diffi- culty for the employer and is hardest to reconcile with their frequent high level of intelligence is their unwillingness (actually, their incapacity ) to think rationally and logically. They are simply not interested in straight thinking, "They want what they want when they want it" without regard for consequences or the rights and feelings of others. As a result, they cannot be relied upon to make sound judgments nor to act in a consistent manner. The best way to understand immaturity is to compare the immature adult with a young child - the infant who is two, three or four years old. Qualitatively, the two are much alike. Immature adults are simply children who may have developed physically and intellectually but who have retained the infants outlook on life and incapacity for self-control . The chief distinguishing traits seen in the behavior of the infant are the same as those that manifest themselves in the immature adult: 1, Dependence 2, Selfishness 3, Pleasure mindedness, (unwillingness to do anything unpleasant) k» Disregard for consequences 5« Wishful thinking 6, Show-off tendencies 7, Lack of self -discipline and self-control 8, Refusal to accept responsibility - 2U - Specific evidences of immaturity as it is found in the adult are presented below. Dependence He cannot stand on his own feet. He is timid, fearful and a chronic worrier. He has strong feelings of insecurity and anxiety. He wants his sup- eriors to help him as his parents' did. He avoids responsibility and expects others to find jobs for Mm. Often he tries to deny, conceal, or compensate for inadequacies by showing behavior of opposite type: i.e. by becoming a. bully or boaster. Selfishness He makes no personal sacrifice unless he can gain by so doing. May "put up a good front" to obtain his own ends. He is the "lone wolf" in a business - seldom identifying with supervisors, organizations, or clubs. He is incapable of loyalty to anyone but himself. Pleasure Mindedness He indulges in immediate pleasures. He may gamble, eat, or drink to excess. He spends money on small luxuries instead of saving for important purchases. He puts off until tomorrow things which should be done today. He may be a "clock watcher" or one who "lives for the weekend." He quits jobs to take extra vacations, or goes off on a lark that offers more pleasure than staying on the job. Disregard for Consequences He has a happy-go-lucky disregard of consequences. He drives a car after drinking heavily, or indulges in "horse play" when surrounded by dan- gerous machineiy. He goes into debt because he lives beyond his means - then borrows from friends or loan agencies to meet an emergency. He loses his credit standing or is forced into bankruptcy. Wishful Thinking He has never outgrown his wishful daydreaming. If he wants to do something badly, he may convince himself that it is the right thing to do. He gets into debt and then plays the horses to regain his losses. The more he loses the more he bets. His wish to win is so powerful that he can't admit to himself that he might lose. He may inflate the importance of past jobs, the level of earnings, and the number of people he supervised on previous jobs. He dreams of success instead of working for it. Show-off Ten de ncies His show-off tendencies may be desirable on some jobs if properly controlled; e.g., public speaking, dramatic work, training others, demon- strating products, etc. On more routine jobs they are a decided liability . He may "show off" on the job to the point of becoming a nuisance or a safety hazard. He may be a braggart. He may be a hypochondriac who uses his illness as a means of attracting attention to himself. - 2$ - Lack of Self-Discipline and Self Control He gives way to his emotions easily. He has not learned to pause, take stock, or think through an activity. He creates emotional situations where none are justified. He may be prone to temper tantrums. He can't take criticism or accept constructive suggestions. He cannot look at his part in a series of events in an objective manner. Refusal to Accept Responsibility He maneuvers others into carrying his share of the load. He may be expert at making excuses or covering up past failures. He may rely on his wife for additional income so he can spend his own earnings foolishly. He may refuse jobs requiring responsibility, or accept the jobs and fail in them. When subjected to pressure, he yields and subsequently attempts to clear him- self with excuses. He may feel society or the government owes him a living. The Importance of Maturity There is no sharp line of demarcation between mature and immature individuals. As indicated, everyone shows immaturity in some degree. However, it has been estimated that at least one-fourth of the adults in this country show evidence of serious immaturity. This does not mean that the majority of these persons are unsuitable for employment. Some exhibitionists, for example, have capitalized on their immaturity by becoming highly successful salesmen, orators, lawyers, and actors. On the other hand, a cost clerk's job does not call for show-off tendencies, nor is high-speed machine safely manned by someone with these tendencies. So, depending upon the job require- ments, some manifestations of immaturity can be assets; other immature traits may not be too important one way or the other; and still others may be dis- tinctly undesirable. However, people who show many clear evidences of im- maturity are poor risks for most occupations. How Individuals Become Mature Why is it that some children develop into mature, realistic individ- uals with desirable character traits, while others remain immature all during their lives? The answer lies, for the most part, in the environment in which the child was raised. At an early age most children begin to associate with other boys and girls. They also begin to be influenced by their parents, other family members, teachers, pastors, and similar persons. As a result of these contacts, most children soon discover that if they are selfish, refuse to accept responsibility, or exhibit other immature traits, they will be subjected to various unpleasant social pressures. They will not get what they want and will not be accepted by the others. They are forced to learn, often the hard way, that they must be realistic in their thinking. They learn that they must be considerate of others, satisfy their own needs and be able to discipline themselves. Why Some Individuals Never Become Mature The early life of the child who develops into an immature adult is usually marked by this distinguishing feature: He has been over protected from contact with reality; he has not been entirely weaned; he has been kept i\<; ; - :• ■■ ■ - 26 - a child too long. In shorty he has been spared the hard knocks which build character self-discipline^ and a realistic outlook on life. The ehildhood environment which most often leads to the carrying over of infantile habits into adulthood is marked by one or more of the following conditions: li The child is the baby of a large family. The other children may be taught always to make concessions to him and spoil him in other ways. 2» The child is sickly. He is never asked to do anything for himself, is a constant center of attention, and is the object of pity and indulgence. 3. The parents are exceptionally indulgent to the child. U. The parents alternately mistreat and spoil the child, so that he never knows where he stands. He is afraid to venture out of childhood. 5, The child is orphaned at an early age or his home is broken by death, divorce, or separation. He may be brought up by grandparents or other fond relatives, or by only one parent. As a result, he may be shown all the affection and protection which normally would be devoted to several children, 6, He is an only child who has never had occasion to learn to adapt himself to other children. Under any of the foregoing circumstances it is almost certain that the child will retain many of his babyish, dependent, irresponsible, selfish characteristics. Either it has not been necessary for him to develop other more mature and socially desirable character traits, or he has been afraid to do so. As a matter of fact, many parents go out of their way to lengthen the babyhood of their children. Some mothers frankly state: "I don't want my baby to grow up," Often, as a result, he never does. Why Immaturity is Difficult to Recognize As immature people grow up, they often become skillful at justifying (rationalizing) or concealing their childish tendencies. First, they become adept at excuse-making . The individual who shifts from job to job because he is unwilling to work hard enough to hold a position, or because his super- iors do not treat him with the consideration which he received from his parents during babyhood, always has a plausible explanation for making each change which denies the real reason. In some cases, he will report that the work offered no future. In other instances, he will state that working conditions were terrible. In still other cases he will say that he was mistreated by his supervisors or associates. As a rule, the greater the immature individual's intelligence and the better his education, the more expert he is at finding "good" (but not necessarily "true") explanations for his behavior. - 27 - Second, many immature adults learn early in life to be affable or "good" boys or girls. Such an individual learns to be "good" because people like and are kinder to "good" children, And he discovers that "charm" can be used to conceal his true motives. He learns to radiate good cheer and friend- liness in order better to exploit others. This superficial good fellowship becomes important to him even though it may involve buying "beers around" with his last dollars If he can induce others to like him, they will be less critical of his short-comings, and it will be easier for him to mislead them to his own advantage. How Immaturity is Detected Through the Patterned Interview The basic principle that should be followed in interpreting the findings of the Patterned Interview is that all judgments must be based upon facts , not excuses or promises. It is what the applicant has done that is important. His explanations and justifications of his failures and short- comings, or his promises of what he will do in the future cannot substitute for these facts. All too often, the applicant's explanations are extremely impressive, but they are not the "real" or "true" key to his make-up. As such, therefore, they are unreliable for predicting what he will do if he is employed. The Patterned Interview has been designed to provide comprehensive and detailed information on the applicant's actual record in all the important phases of his life. Evidences of immaturity may be found in any of the six principal areas of his background: in his work history; his school record; his early environment; his financial background; his domestic and social situation; and his health record. By carefully reviewing what the applicant has done in the past you can see with surprising clarity evidences of maturity or immaturity. The technique used in the Patterned Interview is specifically de- signed to break down the immature adult's excuses and to reveal the essential falsity of the justifications which he offers to explain his shortcomings. It serves as a sort of fluroscope. It enables you to see the applicant as he actually is, not as he wishes to appear. It helps you to look behind the "front" of half-truths, excuses, evasions, inconsistencies, and outright falsehoods which the individual builds up to conceal his true nature. The Patterned Interview makes it possible to obtain the "inside dimensions" of the man. •'. . » I- ■- ■■■ - 28 - Making the Over-all Rating The final step in the selection procedure is to make an over-all rating on each applicant. This rating is extremely important because it em- bodies the interviewer's prediction of the applicant's probable job success and serves as a basis for the decision to accept or reject the applicant for the particular job. The Form of Rating The over-all rating is made on the basis of a four-point scale. "1" means that the candidate is outstandingly qualified for the particular job in question; "2" means that he is well qualified but not outstanding; "3" means that he is marginally qualified; and "U" means that he is unqua- lified. The use of a four-point scale is designed to overcome the tenden- cy of the interviewer to rate every candidate as "average"* It forces the interviewer to decide whether the person is above or below the average point. The Basis for the Over-all Rating The decision as to which of the four categories an applicant belongs in is based on a review of all the facts. It is not a mathematical summing up of points, but rather a comparison of the applicant's qualifications with those required by the particular job. For example, no matter how well quali- fied the applicant may be in other respects, if he completely lacks one qualification which is essential for the job, he should be rated a "U". There is no possibility of using any sort of a statistical or averaging process in making the over-all rating* Furthermore, over-all ratings cannot be made in a vacuum; they should always be made i n terms of a specific job . It is quite possible for an applicant to be a "1" for one job and a "U" for another job. Most vice- presidents, for example, TOuld not be good sweepers, and vice versa. What the applicant can do and what he wi ll d o must always be matched with the requirements of a specific job. Evaluating the Can Do Factor Whether the applicant can do the particular job depends on his technical knowledge, skills, specific aptitudes, mental ability, and physical qualifications. These factors are evaluated on the basis of tests, checks with other sources and the work and school history sections of the Patterned Inter- view. Most experienced interviewers have little difficulty in evaluating the can do factors, provided they have a thorough knowledge of the job require- ments. Evaluating the Will Do Factor The applicant's basic character traits, motivation, and emotional maturity determine whether he will do the job. The checks with other sources and the Patterned Interview provide the necessary information. - 29 - Each one of the character traits, motivation, and emotional maturity should be evaluated separately. Many interviewers find it helpful to use a word rating scale of "Outstanding," "Good," "Marginal," and "Poor" in evalua- ting these factors. It should also be kept in mind that some of the character traits may be relatively unimportant or even undesirable for particular jobs. Too much leadership, for example, can be a distinct disadvantage on a routine, closely supervised job. Similarly, certain manifestations of immaturity may be desirable or permissible on a particular job while other immature traits are distinct handicaps to job success. The Actual Over-all Rating The assignment of a particularly over-all rating consists of the weighing of the applicant's strong points and weak points. Few individuals will have just exactly the qualifications desired. On the other hand, few applicants will be completely lacking in qualifications. The over-all rating expresses the interviewer's judgment concerning how the applicant's strong and weak points will affect his job success. Depending on how successful he pre- dicts the applicant will be on the particular job, the interviewer should rate the applicant: "1" — Outstandin g. (He possesses all of the necessary qualifications for the job, and has virtually no undesirable characteristics.) "2" — Well-qualified but not outstanding . (He can do the job and shows only a slight deficiency in one of the necessary character traits. If the deficiency is only slight it should not bar him from serious consideration for the job, ) "3" — Marginally qualified . (There is some doubt that he can do the job; he is definitely deficient in one necessary charac- ter trait; he is somewhat deficient in several character traits; he is slightly lacking in motivation, or he is some- what immature. He may be hired if the need for men is great and there are no better candidates available.) "U" — Unqualified . (He cannot do the job; he has serious deficiencies in one or more of the character traits; he is seriously lack-, ing in motivation; or he is seriously immature. The chances of his being successful are so slight that he should be reject- ed regardless of the need for men. ) V/ho Should be Hired? The most important function of the over-all rating is in deciding whether the candidate will be hired. A company may decide to set a standard whereby it hires only "l's" or "2's". In a tight labor market, however, the company may be willing to hire some "3's". The decision as to where the company will draw the line in its hiring must be a realistic one, founded upon the company's need for manpower and the condition of the labor market. But these factors should not in any way influence the over-all ratings on specific appli- cants. They are important only in determining whether "l's"; "l's" and "2's"; or "l's", "2's" and "3's" will be hired. In this way, regardless of economic factors, the company uses the same yardstick at all times. It knows what quality of applicants are being hired. If marginal candidates are hired, there are no surprises when they become mediocre employees. , V.. i ■ I ".. ■ • ." ■ ■ ■ ■ . ■ . " ' - : ;- : ..i f' - 14 • . L . - 30 - Conclusion Through the use of this step-by-step program for selecting employees, it is possible to select men and women who are inherently stable, productive and satisfied. But sound selection is not enough; it is merely the essential first step. Employees must also be adequately indoctrinated, properly trained, given sound supervision, and provided with adequate outlets for grievances. All of these programs must be fitted together. They are all inter-related. Developing and maintaining a stable, productive and satisfied work force requires an Integrated Personnel Program. ILIR No, Qk (U9-50) UNIVERSITY OF ILLINOIS Personnel Management Conferences, 19U9 Selection Techniques November 17-18 SUMMARY OF THE CONFERENCE SESSIONS Ross Stagner Professor of Psychology in L. IoR. -1- I would like to say just a few words at the beginning of this summary about the general problem of the relationship between the selection program and general management policy. I believe that, in starting off the discussion yesterday, I did not give quite as much consideration to that particular point as I should have, and there have been various questions coming up in the discussion groups about it. I think it is fairly obvious, of course, that the selection program is significant to all aspects of an industrial enterprise. It has a bearing on production, but also on sales, on office work, and particularly — as Mr* Gorby expressed yesterday — on public relations. The selection program is a real part of management policy and it should be considered as such. A selection program is not likely to work very successfully if it doesn't have the backing of top management. It is not very satisfactory to try to introduce a selection program unless the people at the top are sold on it and willing to go along with it. It means more than just having the personnel man draw up a proposal for a selection program, submit it to the president, and have him say "o.k. we'll let you fool around with this stuff if you want to." The people at the top really have to believe in the importance of the selection program; recognize a need for it; and put this across to the people in the lower echelons of the executive organization. A program which is excellent on paper can be fouled up by the fact that foremen, office managers and other minor executives don't believe in it. This is likely to be a serious problem in those organizations where executives have been accustomed to hiring their own people. The custom of course varies in different companies. In some places you'll find hiring centralized in the personnel office. In some cases you will find that hiring is completely de-centralized and most places have a sort of hybrid status somewhere in between those two Perhaps the personnel office does some screening and then the departmental head does the final selection. Now obviously if you are trying to improve the selection program in connec- tion with the application blank, telephone checks, tests, data, interviewing procedure — if you are trying to improve the selection program in regard to those things, but you have a de-centralized hiring policy — that is also likely to be pretty unsatisfactory. You may make your improvements in the personnel office, but the department head who is doing the hiring doesn't pay any attention to this change, and the result is you have gone to a lot of work and perhaps invested considerable money for no return. So there must be a recognition of the need for the improvement in the selection program and there must be cooperation by the executives if the thing is to be a success. We tried to emphasize yesterday the importance of job specifications — of knowing exactly what job you are hiring for and trying to fit the appli- cant to the particular job specification. As Mr. Cross pointed out in just the last few minutes, you do not set the same standards for an office manager as you would for a salesman (particularly a liquor salesman J) and certainly you would not set the same standards for executive jobs as you would for rank and file jobs. The quality of leadership may be a vital consideration in one situation and may be very unimportant in the other. So job analysis — finding out precisely what the individual is going to do on the job, — is necessary before setting up specifications in terms of intelligence, training, interest, motivation, and personality. Now of course these specifications must be made as clear as possible if you are going to have a good selection program* ■ - : \ . - ■ ■ <■ • • . < " ■ - ■ : ■ ' ■ •:■ *•■: ■'- ■: ■ ■ ■ ' ■ : . ■ : ' ■ .; •. . ■ ' . ■ . ; ' ''" ■■•.,.'.•■, ■ : e . '■ ■ ■ ;. 'I ' " ■ - ■■ . : ■...'■ ... , ! -2- I think it is also obvious that you cannot separate selection from wage and salary administration. If you haven't got a soundly established compensation program, your selection procedures are likely to be very un- satisfactory. At least you may pick the right people and you can't keep them after you've got them. So selection, training, wage policy, all these things have to be coordinated in order to get a successful human relations program. Furthermore, selection has to be continuing program. There is no way by which you can come to us, or to a good consulting firm, and get a final answer to your problems. You can go to any expert in the field and say, "Here, please fix me up a selection program," and he may be able to fix up a selection program which is good for your organization as it is righ t now : making certain products, using certain processes, having a certain kind of labor force available to you; and. in six months many of those circumstances may have changed. If you start using new machinery, your job content changes, and you need a new selection set-up for those particular jobs„ If your organization changes, you have a new type of distribution of responsibility, and again your job specifications will be different. If a work simplification program is introduced, you cannot continue to use the same selection standards after the job has been simpli- fied, Now these things seem awfully elementary, and perhaps I'm saying things that just aren-t worth saying. But I have seen many companies try to continue to wee a set of tests or a set of interview standards after the occasion had disappeared for using those particular devices and procedures. I would like to emphasize that the process of evaluatin g the_ selec - tion program should be going on all the time. We should constantly be critical of \vhether or not we are really picking out the rig ht people for the jobs as they exist at this particular time. Now with that general introduction to the problem of management policy and organization in relationship to selection, let me go over a few of the points that have come up in connection with the specific sessions that we have had 9 First, let's talk about the application blanko Out of the discussion groups it became apparent, to some of us at least* that the problem of determining the validity of the different items on the application blank was one which needed special emphasis. We throw things together on an application blanks Why do we put these particular items on? Why do you have height and weight on an application blank? Is the job one that requires physical strength? Are you hiring midgets or giants? Do you have any particular physical qualifications for the job? Does an ybod y pay any attention to it? Why is this particular information obtained? The problem of re cord keeping in relationship to application blanks, I think, deserves particular emphasis in this connection-, Do we know whether or not poople who have certain characteristics really do make good employees? Let's take this question of height B It isn't beyond the bounds of imaginative possibilities, at least, that men ever 6 feet tall are more likely to be successes on the job. On what job? Well ; it might make a good deal of different, don't you think, as between different jobs in some cases. For salesmen, person to person salesmen, I believe height is an advantage. There have been some psychological data collected which indi- cate that height is a real factor influencing the success of the salesman. -3- But unless we keep records showing what kinds of employees have been successes in this particular job, and unless we check those records back against the application blank to find out whether these particular items really do have anything to do with job success, we are wasting paper; we are wasting the applicant's time, and we are wasting storage space by filing stuff away that doesn't contribute anything to the industrial organization. Mr. Gorby reminded us yesterday afternoon that one of the ways of defining the purpose of a business is to say that a business exists to make a profit. Are we increasing the profits of our organization by multiplying forms, by making bigger and bigger forms with more pages, with fancy printing complete with cartoons and so forth, or are we simply increasing operating costs? Now obviously there are other considerations to be balanced there, — for instance, the question of using the application blank as a kind of adver- tising device. If you have a department store, a public utility, some organization that deals with the general public so that every applicant is also a consumer, then the advertising aspect of the thing may very well be worth the money that's put in on it. But I want to stress, very heavily because it seemed to be so important in the discussions, this question of determining what is a successful employee and what characteristics does he really have. It was even suggested that perhaps we ought to have a conference in which the problem of determining the validity of application blank items, test items, interview procedures, rating devices could be considered. How do you go about finding out what things are valid and what things are not? It's really very simple. You merely ascertain which employees are success- ful, and which ones are not, and check them back against their records. Of course the standard of success varies according to what kind of job and what kind of purpose you have in mind. There were several other questions on the application blank but they came from very few individuals, and I think I am going to skip on down to the subject of testing. You showed a great deal of interest in this pro- blem of testings Of course it is a complex subject in which there are a good many pitfalls. A lot of people think in terms of tests and then they use test instruments which are not suited for the particular purpose they have in mind. A friend of mine who was traveling in northern Ohio, teaching foreman training classes, turned up at my office one day with a very amusing story. He had been conducting classes in a small rubber factory up north of Akron, and he said the president of the company had a theory or rather he had a trick device. He had an application blank which was fairly long and he would have the applicant sit in his office— this was a small company so this wasn't too much of an honor — the applicant sat in his office and filled out this application blank. The president would surreptitiously time the individual to see how long it took him, and he was using that as if it were an intelligence test. The people who filled out the blank rapidly got a high score and those who filled it our deliberately and slowly got a. low score. This instructor thought he would have some fun so he got the president, the vice-president, the production manager and two or three other top executives into the room and got them to take this application blank and fill it out, and the president took longer than anyone else.' So he stopped using that particular device for selection because he was now convinced that it wasn't valid. (Of course he was obviously more intelligent than any of the others.) Unfortunately, it isn't always easy to get people to check on the validity of their own testing devices. . . ■ . , , - .. .'.,•■ . ■ • ■ . • '■'■'.'■ ' .- ' ■ • ,; ' . • ■ i . • ' id ■ . ! ■:.•■ i ■- • . . ■ - . ■■ ■ '■■ ■ 1 - . ■ ! i ■ ■ ■ ■ ■ • •■ . : * • • .4 , ■■ ' . • . ■ ■ ' ' ' •.. ■ ..:•■■.-..' i • . . . . ■ ' • ' • ■ ■ ■ < 4 U ■ •. ■ ' I ' -k- One of the things we must emphasize is that if you are going to use tests, they must be used in a situation that is appropriate. So, if you are going to try to use intelligence tests, that's fine for a situation where intelligence is important. But if you are hiring for mechanical jobs, then you want some performance test of the type that we had here for you to look at yesterday afternoon (Incidentally, many of you seemed to enjoy them, after you got over your suspicions that we were going to try to psychoanalyze you on the basis of what you did.) Tests can be fun, and curiously enough they can have value even when they aren't picking the right people. One of my students was doing a thesis on the laundry and dry cleaning business in New England last year. He went down to Hartford and found a big laundry there, where they were giving tests. They had three different tests which they gave to all their applicants. Some personnel manager had installed these back in 19U5 or thereabouts but had never gotten around to checking to see whether they were picking people who were successful on the job, A new personnel manager came in, in 19hl f and he ran come correlations between turn-over, production record and things of that sort and came to the con- clusion that these tests had a validity of approximately .00. That is to say, they were not discriminating in the least between the superior and the worst kinds of employees. But when they did a morale survey on the workers in the laundry, and asked them the question, "What do you think about the companies testing policy?" The opinion was practically unanimous that they thought it was a very fine idea because it showed that the management was interested in them as individuals. So the testing program was really serving a useful purpose, but it would have served a much more useful purpose if it had been based on valid tests 4 They weren't going to throw the testing pro- gram out, but they were going to try to find some tests that would correlate a little better with success on the job. Now there is a feeling on the part of the discussion group leaders that there was too much emphasis on intelligence testing. We'd like to emphasize the value of clerical aptitude tests, stenographic tests, typing tests, mechanical ability tests — these various kinds which call for per- formance as opposed to mere general intelligence. And I would like to emphasize the point, which I did make yesterday, that there are many cases for which you ought to set a ceiling on the job, that you don't want to hire people above a certain level, or else they will become discontented and dissatisfied if the job doesn't offer enough opportunities. So we have this notion of hiring 90 percent of your routine people with an ability ceiling and hiring about 10 percent above that level — because they are going to be the people who will move up into the executive organization. In trying to pick these tests I think that you would be well advised either to go to a consulting psychologist organization, of which we've had two excellent representatives here, Mr. Seashore and Mr. Cross; I won't put in a plug for either of their firms specially, but they are both highly reput- able organizations. Or you can go to a professor of psychology at a nearby college. Most college professors are willing to pick up a little spare change by serving as consultants, and they might be in a position to spend more time with you than the consulting organization,, (Excuse me for putting in the plug for the professors; I can't resist the temptation to do that too.) Now we are inclined in general to advise against the use of person- ality tests for selection purposes. There have been a great many questions raised about projective tests, such as the thematic apperception test and the Rorschach. Dr. Henry of the University of Chicago has gotten a good deal of publicity on his work in that area. I'd like to say this: the 1 * ■". -5- thematic apperception test is one of the most extraordinarily difficult things to interpret that you could find in a long day's walk, and it is not feasible at this time— I don't think it is feasible for anybody to use thematic apper- ception tests — unless he has a very extensive training in professional psychology and a good deal of experience in industry (that is, if he is going to use it for industrial purposes.) I don't think that any organization could com - ; in and train your personnel manager to use a device of that type. So you would have to hire a professional psychologist if you were going to venture into that field. If you have one, then that is fine. If you don't, then I would say leave it alone, don't get mixed up with it. This patterned interview technique is much more satisfactory from the point of view of a trained amateur as opposed to a professional psycho- logists Furthermore, and this is perhaps to some extent my own personal opinion, I think that some of the people who have been using projective tests have exaggerated how good they are, I mean, they get enthusiastic. You start using a test, you like it, it is your baby and you use it perhaps with a flair that you can't teach somebody else, and you claim that you get wonderful results, Well, sometimes you do, and maybe you forget about the cases where you didn't. Anyway, the projective test people are a little inclined, I think, to exaggerate what they can do. At any rate it is not an area which we can encourage you to venture into. One question has come up that I think deserves a moment of attention. This is the question of the confidential character of test scores. It's one about which there is a difference of opinion. There is one rule which you can certainly follow, and that is that test scores must be confidential within the organization. I mean by that, that it is extremely hazardous to give foremen, office managers and people who are not trained in the use of tests — it is very hazardous to give them test scores. They are likely to become biased in their judgment of the individual employee simply because he got a score of a certain amount. If he gets a high score, the foreman says he's going to be a bang-up worker. He does poorly and the foreman finds excuses for him. He says, "well the machine wasn't working right, or it was too hot that day" or something of that sort, whereas if he hadn't known about the score, he would have been more critical about the employee's behavior. Conversely the man may get a low score, he comes in and does a good job, and the foreman just doesn't pay any attention to it. He's convinced this fellow isn't going to be any good, and he doesn't see the good work which h3 actually does* So I would say, the first rule is not to give test scores i.-o supervisors. The other question that frequently comes up is: do you give them to the applicant himself? Now my approach to that is one which is probably not too practical, I would like to sit down with the applicant, go over his test scores and say, "Now look, here are your strong points, here are your -weak points. I think the kind of job you really ought to apply for is such and such." In other words I would use the test for counselling pur- poses. Now if you test a lot of people in the course of a week, you can imagine whst that can do to your personnel organization. You'll be busy counselling people and you won't be doing your job for the company. A compromise solution there is to tell the applicant, if you are going to reject him, "Nov-/ we have a testing program here; we gave you those tests, and those tests are scored in terms of what kinds of people have been success- ful in our organization. These don't necessarily show that you wouldn't be good somewhere else. At some other job you might be a very fine worker and ' i ' 5 > . . .■ y. : . . t I i -6- you might have characteristics that would make you a success, but as far as our particular job is concerned, these tests indicate that you probably wouldn't be a success. We don't think we would be doing a favor to you by giving you that job." Now many applicants will treat that as a brush off and maybe it is; but I think it is a little more painless than to say "No; you flunked the test" and let it go at that. And of course the former is a more realistic \vay of presenting the thing. There is another type of solution to this problem which is being adopted in some communities, and which I would like to throw out just very briefly for you consideration, In Pittsburgh and in some other communities, industries have banded together to set up a community counselling agency. This community counselling agency gives tests to anybody who chooses to come. I mean it is a kind of free public service, and the applicant can then say, "I would like these test scores sent to the Jones and Laughlin Steel Company," or I would like these sent to the Koppers Company, or to Boggs and Buhl. The tests then are given centrally; you don't have the problem of repeating the test over and over. If five different companies give the applicant the ^onderlic intelligence test, he'll probably be making a very high I.Q. by the time he gets through, simply because he has had so much practice. So a community testing service has an advantage there. It also has the advantage that they can give counselling. They can say to the applicant "The best kind of a job for you is thus and so" and you don't get into this problem of the personnel manager being too busy to do that kind of thing. So I'd like to throw out the general question: should small industries, which cannot afford much of a testing program on their own, should they pool their resources and set up a community agency which can do this job much more satisfactorily than any of the individually? Now one final point about tests and that's the question of relation- ships with the union. The insistence on seniority has been cited by several of you as a barrier to the use of tests, particularly for promo- tional purposes. Most unions don't care about hiring; they don't care about selection in our original sense. They do care very much about the promotional techniques. Now I had an experience during the war which I might cite as an illustration of what can probably be done here. It's usable only when you have good relations with the union. (If you haven't got good relations with the union, probably nothing is going to work very well anyway. ) We had a clause in the union contract in one of our plants which said "promotions shall be based on seniority if ability is equal". Then of course you 'get into that nice argument about when ability is equal. The company had a merit rating plan. I took the rating blanks for several hundred employees and by a very simple statistical computation, determined that the probable error of a rating on this particular blank was 3 points. We then pointed out, in accordance with good statistical procedure, that k probable errors — the distance indicated by h probable errors — can occur by chance about once in 10 thousand times. Therefore we suggested to the union a definition that when two workers were separated on the rating scale by 12 points, then ability was definitely not equal and seniority would not govern. If the distance between the two employees was less than 12 points, then we would say ability was equal and seniority would govern. I don't know whether it was my statistics or what it was, but the union accepted that solution and we solved a good many conflicting problems in that way. Generally speaking the union is concerned with avoiding favoritism. If you can present an objective basis for making promotions, if you can present data which they are sure are not based on favoritism or prejudice on the ■-<:■ ■-:■ ! :■;■'.'■' . ; ■ ■■■■'-• ■' > ■ ' ■'■ • V ' - ■' • ; ; V '■ sk> m* : - : ' . ' : ... u -7- part of the supervisor, they are quite likely to accept it. So I think if you present test scores as a means of determining ability which is com- pletely free from any kind of prejudice on the part of the company, it is quite likely that they will accept it. Of course it has to be sold to them. You have to show them the test. You have to give them access to the forms and so forth; I don't think that's necessarily bad So I think the union problem can be solved if we work at it. Finally I'd like to talk about interviewing just very briefly. How good are our employment interviewers? The interviewer usually thinks he is pretty good. That's hardly surprising. He says """Veil, I've been picking most of them right. Of course I get a good fellow once in a while but the production department handles him badly and he goes sour, but that's not my fault. That's the fault of the production supervisor," If we go to the production supervisor and ask him how the interviewer is doing, his opinion may be quite different, How do we evaluate the goodness of our employment interviewers ? We have~to go about it in exactly the same way that we do for anything else. We've got to find out whether he is picking people who are successful in terms of standards out there on the job. Now one way to do that is in terms of the kind of thing Mr, Cross was talking about a minute ago. The interviewer should rate every applicant on a scale. It might be one, two, three, four, five; it might be a, b, c, d. Then we should follow up those people who are hired, those who are discharged, and those who quit, and ask ourselves: what kind of ratings did these people get when they were interviewed? You may find that some of your interviewers are doing a very good job, and some of the other interviewers are doing a very poor job, In that case you've got a problem for training. The inter- viewing training program itself is an interesting one which I would like to get into, but it's beyond the scope of this conference. In conclusion let me say just a few irords about the approach of scientific psychology to industrial problemso We are all human; by which I mean that we act in terms of what vre want (motivation), what we are cap- able of doing (ability), and what we have learned to do (training). The task of the industrial personnel program is to select people whose motives can be satisfied in the business, who have the appropriate abilities, and who have had the necessary experience. But the organization as a whole must work on sound human relations principles. If threats, fear and insecurity are used to bully people into working harder; if promotions and rewards are arbitrary and capricious, based on favoritism; if jobs and authority are not clearly understood; if people are afraid to say what they think — if any of these conditions exist, you will have trouble, A good selection program alone is not a solution to management's problems. With a good over-all policy, and good execution, it will be of tremendous value to you. ILIR-107 (ii9-50)ec I '• • y PERSON" !EL MANAGEMENT COI1FEREITC5ES Confer once cm Se lection Techniques November 17 and 18, 194-9 tobert Allerton Park Albery, Duane Director of Training Corn Products Refining Co. 63rd and Archer Avenue Argo, Illinois Baxter, S.N. Personnel Supervisor Prim Hosiery, Inc. 219 West Stacey Street Chester, Illinois Beck, Elizabeth Mrs, Personnel Director R.J. Ederer Co. 54-0 Orleans Street Chicago 10, Illinois Berry, Hiss Carson Pirie Scott Chicago, Illinois Bowlus, O.H. Personal Manager Continental Ins. Co, of IT.Y, 135 S. La Salle Street Chicago, Illinois Bridgers, Jeanne tte Sales Supervisor naperville Prince Castle Co, 324 S, Washington Street Naperville, Illinois Browne, Glen Employment Manager Illinois Agricultural Ass'n. 4-3 East Ohio Street Chicago 11, Illinois Cole, Floyd R. Jr. Employment Interviewer The Peoples Gas Light and Coke Co, MOO E. 53rd Street Chicago, Illinois Donalson, Brinton Personnel Supervisor Bakelite Corporation 612 Pearl Street Ottawa , Illinois Dunk, Everton Assistant Personnel Director Kable Brothers Company 12 W. Center Street Mt, Morris, Illinois Erickson, Uillard E. Assistant Personnel Manager Ceco Steel Products Corporation Chicago 50, Illinois Faassen, Fred Assistant Personnel Manager Abbott Laboratories 14-th St. and Sheridan Road North Chicago, Illinois Fredeiihagen, W.S, Jr. Sales Supervisor Naperville Prince Castle Co. 324. 3, Mashington Street Naperville, Illinois Gislason, John Asst. Manager Industrial Relations Marquette Cement Mfg. Co. 412 II , La Vergne Avenue Chicago 44-, Illinois ' Gordon, Frank ■'• Employment Interviewer Block & -Kuhl Company 127 Jay Street East Peoria, Illinois Happenny, J.C. Ass't Vice President Central Illinois Public Service Co, Springfield, Illinois Kardin, John Personnel Director Universal Oil Iroducts Co. 310 South Michigan Avenue Chicago, Illinois Harney, Helen B. Personnel Representative Fred Harvey Rm. 1701 30 E. Jackson Chicago, Illinois Conference on Selection Techniques Cont. Hartley, Paul Navy Pier Chicago, Illinois Henderson, Charles L, Manager Employment Office Illinois Bell Telephone Chicago, Illinois Ileneghan, Frederick J, Personnel Manager Blockson-Chemical Co. 517 E, 12th Street Lockport, Illinois Hodde, Harry Employment Manager Allis Chalmers Springfield, Illinois Johnson, Herbert IT* Personnel Manager R.G. LeTourneau, Inc. 2301 II. Adams Street Peoria, Illinois Lacey, Don T, Personnel Manager Central Illinois Public Service Bldg, Springfield, Illinois Lindsay, Bill Asst, Personnel Manager Corn Products Refining Co, 63rd & Archer Avenue Argo, Illinois Lindemer, R.M, Staff Assistant Public Service Co. Chicago, Illinois Looger, L.L. Personnel Director Hiram Walker & Sons Inc. Peoria, Illinois Luck, Frank Navy Pier Chicago, Illinois Matthews, George Adm, Asst. Personnel Department State Farm Mutaul Auto Ins. Co. 519 McGregor Bloonington, Illinois Maurath, R.R, Industrial Relations Assistant Public Service Co. northern Illinois Chicago, Illinois Morryweather, Mr. Chief Employment Interviewer Commonwealth Edison Company 72 17. Adams Street Chicago 90, Illinois Myers, Walter E. Illinois State Library Springfield, Illinois Powell, A.J. Plant Auditor Central Soya Co , Inc. 316 North Wood Street Gibson City, Illinois Putnam, Kenneth W. Personnel Manager Formfit Company 4.00 S, Peoria Street Chicago 7, Illinois Ridgely, William D. Peoria Mfg's Association 213 S. Jefferson Avenue Peoria, Illinois Rose, Russell J, Department of Prod. & Engineering American Institute of Laundering Chicago St. & Doris Avenue Joliet, Illinois Schultz, Edward Interviewer Williamson Candy Company 4-701 Armitage Avenue Chicago, Illinois Stalter, Lucille Employment Manager State Farm Auto Ins. Co. Bloomington, Illinois Vandevoir, Vic Personnel Manager Hyster Company 1003 Myers Street Davnille, Illinois Conference on Selection Techniques Cont. Vogelmann, Walter A. Trg. & Ed. Director Elgin Match Company 107 National Street Elgin, Illinois Wiese, C.V. Director of Personnel Household Finance Corporation 919 N. Michigan Avenue Chicago, Illinois Winsborou;;h, Robb Fcrsonncl Representative Central Illinois Public Service Springfield, Illinois :/hisnant, Lewis E. Assistant Secretary Mississippi Valley Structural Steel 2000 E. Eldorado Street Decatur, Illinois Wyant, Tim Personnel Director Central Soya Company, 316 IT. Hood Street Gibson City, Illinois Inc. ILIR-92 (49-50) mrz UNivERsrnr of illinois-urbana 3 0112 110193916