Sandra M. Reed 
PHR, PHRi and SPHR, SPHRi Human Resources Certification Complete Study Guide [PDF ebook] 
2024 Exams

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Prepare for the updated 2024 PHR, PHRi and SPHR, SPHRi certification exams smarter and faster with this Sybex Study Guide

The newly revised sixth edition of the PHR, PHRi and SPHR, SPHRi Human Resources Certification Complete Study Guide: 2024 Exams is the ideal resource for HR professionals seeking to validate their skills and knowledge acquired through years of practical experience or for a relative newcomer to the HR field looking to strengthen their resume. The new edition of the bestselling PHR and SPHR Study Guide reflects the recently updated A Guide to the Human Resource Body of Knowledge—HRBo K—and is written to help you prepare for these challenging exams.

The Study Guide walks you through the seven key functional areas of the PHR/PHRi and five key functional areas of the SPHR/SPHRi that are covered in the exams, including business management and strategy, leadership, workforce planning, talent acquisition and talent management, learning and development, total rewards, employee engagement, employee and labor relations, and the most recently added, HR information management. You’ll also find:


  • Up-to-date and incisive guidance on topics you’ll use every day in your existing or next HR role

  • Updates reflecting the latest additions to both the US and International versions of the exams, including the incorporation of DE&I concepts and cybersecurity needs

  • Complimentary access to Sybex’s outstanding online learning environment and test bank, including hundreds of practice test questions, electronic flashcards, and a glossary of key terms


Perfect for aspiring and established human resources professionals preparing for the 2024 PHR, PHRi and SPHR, SPHRi certification exams, this Study Guide is also an essential volume for practicing HR professionals seeking to brush up on key, on-the-job skills they’ll use each day.

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Introduction xxvii

PHR/i Assessment Test xxxiv

Answers to PHR/i Assessment Test xlii

SPHR/i Assessment Test xlviii

Answers to SPHR/i Assessment Test lvi

Chapter 1 Certifying Human Resource Professionals 1

The Human Resource Profession 3

Development of the Human Resource Body of Knowledge 4

Professional in Human Resources (PHR) and

Professional in Human Resources International (PHRi) 6

Senior Professional in Human Resources (SPHR) and Senior Professional in Human Resources International (SPHRi) 8

Eligibility Requirements 10

Recertification 11

The Test 13

It’s Experiential and Federal 14

What the Questions Look Like 15

Preparing for the Exam 16

Taking the Exam 20

Summary 24

Chapter 2 PHR | PHRi and SPHR | SPHRi Exams: Shared Competencies 25

Business Management and Leadership and Strategy 26

Mission, Vision, Values 27

Organizations 28

Organizational Design and Development 30

Organization Values and Ethics 31

Total Quality Management 34

Job Design 39

Company Culture 46

Change Management 48

Business Metrics 51

Risk Management 52

Risk Identification 52

Safety and Health Risks 53

Business Continuity Risks 55

Addressing Risks 58

Sexual Harassment 63

Workplace Investigations 66

Workforce Planning and Talent Acquisition 67

Workforce Analysis 68

Translating Organization Goals into Staffing Plans 69

Recruitment and Staffing Strategies 69

Other Legal and Regulatory Issues 70

Learning and Development and Talent Management 73

Career Management 73

Performance Management 81

Total Rewards 88

Job Evaluation 89

Job Pricing 90

Benchmarking 91

Salary Surveys 92

Employee Engagement 93

Theories of Motivation 93

High-Involvement Organizations 95

Communication Skills and Strategies 95

Summary 96

Exam Essentials 97

Review Questions 99

Chapter 3 PHR | PHRi Exam: Business Management 103

The General Business Environment 104

The Commercial Landscape 105

Cross-Functional Stakeholders 106

Human Resources’ Role in Organizations 106

Operational Structure of Human Resource Departments 107

HR Service Delivery 108

HR Roles and Responsibilities 109

Human Resource Budgets 109

Enterprise Risk Management 111

HR Audits 112

Risk Management Techniques 113

Summary 115

Exam Essentials 116

Review Questions 117

Chapter 4 PHR | PHRi Exam: Workforce Planning and Talent Acquisition 123

Workforce Planning 124

The Talent Acquisition Lifecycle 125

Predicting Fit 125

The Employer Brand 126

Job Analysis and Descriptions 128

Recruiting 129

Internal Hiring 129

External Talent 132

Alternative Staffing Methods 136

Selection 139

Screening Tools 139

Screening Interviews 141

Negotiations and Employment Offers 153

Post-Offer Employment Activities 156

Employee Onboarding, Orientation, and Integration Programs 160

Summary 161

Exam Essentials 162

Review Questions 163

Chapter 5 PHR | PHRi Exam: Learning and Development 167

Organizational Development 168

Learning and Development Programs 169

Career Development 170

Employee Training Programs 171

Decentralized Team Training 172

Adult Learning Processes and Learning Styles 173

Instructional Design Models 174

Instructional Methods 188

Artificial Intelligence in Training 191

Learning Management Systems 192

Summary 194

Exam Essentials 194

Review Questions 196

Chapter 6 PHR | PHRi Exam: Total Rewards 201

Total Rewards Defined 203

Compensation 205

Types of Compensation 208

Traditional Pay Structures 217

Payroll 225

Payroll Systems 225

Payroll Administration 226

Benefits 229

Involuntary Benefits 230

Voluntary Benefits 231

Communicating Compensation and Benefits Programs 247

PHRi Only 248

Local vs. Federal Regulations 248

Benefits and Leave Preferences 249

Summary 250

Exam Essentials 250

Review Questions 252

Chapter 7 PHR | PHRi Exam: Employee Engagement 257

Employee Engagement Defined 259

The Workplace Value Proposition 261

Engagement and the Employee Lifecycle 262

Employee Involvement 264

Psychological Safety 265

Engaging Early- to Mid-Career Professionals 265

Performance Management 266

Career Growth 266

Performance Improvement 268

Summary 271

Exam Essentials 271

Review Questions 273

Chapter 8 PHR | PHRi Exam: Employee and Labor Relations 277

Employee and Labor Relations Defined 279

Employee and Labor Relations Programs 279

Diversity, Equity and Inclusion and Affirmative Action 281

Corporate Social Responsibility 283

Workplace Safety 285

Workers’ Compensation Insurance 285

Workplace Violence 286

Substance Abuse 287

Return-to-Work Programs 289

Documentation 290

Company Policies, Procedures, and Rules 293

Employee Complaints 294

Alternative Dispute Methods 294

Workplace Investigations 295

Workplace Incivility and Counterproductive Work Behaviors 296

Positive Employee and Labor Relations Strategies 297

Summary 298

Exam Essentials 298

Review Questions 300

Chapter 9 PHR | PHRi Exam: HR Information Management 305

HR Information Management 306

HR Workflow 306

Human Resource Information Systems 308

Data Analytics 309

Trend Analysis 310

Data Storytelling and Reporting 310

Records Management: The Lifecycle 311

Establishing the Policy 311

Proper Disposal 313

Electronic Storage 313

Data Privacy and Security 314

Summary 316

Exam Essentials 317

Review Questions 318

Chapter 10 SPHR | SPHRi Exam: Leadership and Strategy 323

Corporate Strategy 326

Organizational Structures 327

Strategic Planning 328

Planning to Plan 329

Environmental Scanning Concepts 330

Strategy Formulation 334

Strategy Implementation 336

Strategy Evaluation 338

Business Plans 338

Human Capital Management Plans 339

Service Delivery Plans 341

Strategic Management 342

Enterprise Human Resource Management 343

Strategic Relationships 344

Risk Management 345

Change Management 347

Project Management 347

Diversity, Equity, and Inclusion (DEI) 348

Evidence-Based Decision Making 349

Business Metrics 351

Legal Analysis 351

Employment Policies and Practices 352

Business Expansion and Reduction 352

Business Intelligence 353

Budgets 356

Summary 358

Exam Essentials 358

Review Questions 360

Chapter 11 SPHR | SPHRi Exam: Workforce Planning and Talent Acquisition 365

Workforce Planning and Talent Acquisition Defined 366

Strategic Analysis 366

Workforce Goals and Objectives 367

Labor Market Analysis 368

Strategic Workforce Planning 369

Human Capital Management Plans 369

Human Capital Projections 371

The Impact of the Business Lifecycle 372

Workforce Expansion 373

Workforce Reduction 375

Strategic Recruiting and Selection 375

Building the Employer Brand 376

Job Analysis 377

Data Literacy 378

Managing Salary Expectations 380

Employee Integration 381

Integrating Virtual Teams 382

Global Integration 383

Summary 384

Exam Essentials 384

Review Questions 386

Chapter 12 SPHR | SPHRi Exam: Talent Management 391

Learning Organizations 393

Workforce Development 394

Integrated Learning and Development 394

Strategic Alignment 395

Training as an Intervention Strategy 396

Performance Management Strategies 398

Succession Planning 399

Knowledge Management 400

Leadership Development 403

Employee Engagement 407

Engagement and Remote Work 407

Return-to-Work Strategies 410

Labor Relations 412

Labor Unions 413

Union Organization 413

Strikes 420

Unfair Labor Practices 421

Contract Enforcement 423

Duty of Successor Employers 424

Union Decertification 425

Union Deauthorization 425

Collective Bargaining 425

Collective-Bargaining Positions 426

Collective-Bargaining Strategies 427

Collective-Bargaining Subjects 427

Remaining Union-Free 428

Summary 429

Exam Essentials 430

Review Questions 432

Chapter 13 SPHR | SPHRi Exam: Total Rewards 437

Total Rewards Defined 438

Fiduciary Responsibility 438

Total Rewards Philosophy and Communicating Compensation Strategies 439

Competing in the Market 441

Strategic Alignment 442

Strategic Allocation 442

Integrative Approach 446

Job Analysis 446

Job Evaluation and Pricing 447

Collective Bargaining and Contract Costing 448

Motivating and Retaining Through Total Rewards 449

Efficiency vs. Empathy Wages 449

Other Studies 450

Best Practices 451

Equity Compensation 452

Executive Compensation 453

Stock Options 456

Board of Directors/Outside Directors 457

Benefits Strategies 457

Summary 457

Exam Essentials 458

Review Questions 460

Chapter 14 SPHR | SPHRi Exam: HR Information Management, Safety, and Security 465

HR Digitization 466

Digitizing HR Workflows 467

Human Resource Information Systems 467

Applicant Tracking Systems 470

Hiring Management Systems 471

Learning Management Systems 471

Employee Self-Service 473

Gamification 473

Service Delivery and Technology 474

Data Privacy 476

Legal and Regulatory Requirements 476

Date Governance and Security Policies 477

Data Protection Technology and Tools 479

Summary 480

Exam Essentials 481

Review Questions 482

Appendix A Answers to Review Questions 487

Chapter 2: PHR | PHRi and SPHR | SPHRi Exams: Shared Competencies 488

Chapter 3: PHR | PHRi Exam: Business Management 491

Chapter 4: PHR | PHRi Exam: Workforce Planning and Talent Acquisition 494

Chapter 5: PHR | PHRi Exam: Learning and Development 497

Chapter 6: PHR | PHRi Exam: Total Rewards 500

Chapter 7: PHR | PHRi Exam: Employee Engagement 503

Chapter 8: PHR | PHRi Exam: Employee and Labor Relations 506

Chapter 9: PHR | PHRi Exam: HR Information Management 510

Chapter 10: SPHR | SPHRi Exam: Leadership and Strategy 513

Chapter 11: SPHR | SPHRi Exam: Workforce Planning and Talent Acquisition 516

Chapter 12: SPHR | SPHRi Exam: Talent Management 520

Chapter 13: SPHR | SPHRi Exam: Total Rewards 523

Chapter 14: SPHR | SPHRi Exam: HR Information Management, Safety, and Security 525

Appendix B PHR | PHRi and SPHR | SPHRi Case Studies 531

Case Study 1: Human Resources Role in Preventing Workplace Violence 532

Questions 534

Answers 535

Case Study 2: Military Veterans in the Workplace 536

Questions 538

Answers 539

Appendix C Federal Employment Legislation and Case Law 541

Affirmative Action Plans (AAPs) 542

Executive Order 11246 AAP 543

VEVRAA AAP 544

Section 503, Individuals with Disabilities AAP 545

Age Discrimination in Employment Act of 1967 (ADEA) 546

Older Worker Benefit Protection Act Amendment to the ADEA 547

Americans with Disabilities Act of 1990 (ADA) and Amendments 547

Civil Rights Act of 1964 (Title VII) 549

Amendments to Title VII 550

Common Law Doctrines 552

Employment at Will 552

Duty of Good Faith and Fair Dealing 554

Promissory Estoppel 554

Fraudulent Misrepresentation 554

Respondeat Superior 554

Constructive Discharge 555

Defamation 555

Copyright Act of 1976 555

Davis–Bacon Act of 1931 556

Drug-Free Workplace Act of 1988 556

EEO Survey 557

Report Types 558

Race and Ethnicity Categories 559

Job Categories 559

Data Reporting 560

Employment Retirement Income Security Act of 1974 (ERISA) 560

Summary Plan Description (SPD) 561

Annual Reports 561

Participant Benefit Rights Reports 562

Employee Participation 562

Vesting 562

Benefit Accrual Requirements 563

Form and Payment of Benefits 563

Funding 564

Fiduciary Responsibility 564

Safe Harbor Provisions 564

Administration and Enforcement 564

Amendments to ERISA 565

Executive Orders 567

Fair Credit Reporting Act of 1970 (FCRA) 568

Fair Labor Standards Act of 1938 (FLSA) 569

Minimum Wage 570

Maximum Hours and Overtime 570

Exemption Status 573

Salary Deductions 575

Actual Practice 576

Safe Harbor 576

Child Labor 576

Recordkeeping 577

Penalties and Recovery of Back Wages 578

FLSA Amendments 578

Family and Medical Leave Act of 1993 (FMLA) 580

Designation of FMLA Leave 580

Failure to Designate in a Timely Manner 580

Waiver of Rights 581

Substitution of Paid Leave 581

Perfect Attendance Awards 581

Light-Duty Assignments 581

Recordkeeping Requirements 581

Employers Covered 582

Notice Obligations 583

Employees Eligible for FMLA 584

Key Employee Exception 584

Employee Notice Requirement 585

Foreign Corrupt Practices Act of 1977 591

Genetic Information Nondiscrimination Act of 2008 (GINA) 592

Glass Ceiling Act of 1991 592

Illegal Immigration Reform and Immigrant Responsibility Act of 1996 (IIRIRA) 593

Immigration Reform and Control Act of 1986 (IRCA) 594

International Labour Organization (ILO) 597

International Trade Organizations 597

Mine Safety and Health Act of 1977 (MSHA) 598

Occupational Safety and Health Act of 1970 (OSHA) 598

Organisation for Economic Co-operation and Development (OECD): Guidelines for Multinational Enterprises (MNEs) 610

Patient Protection and Affordable Care Act of 2010 (PPACA, ACA, Obamacare) 611

Pension Protection Act of 2006 (PPA) 612

Privacy Act of 1974 612

Rehabilitation Act of 1973, Sections 501, 503, and 505 613

Sarbanes–Oxley Act of 2002 (SOX) 613

Service Contract Act of 1965 (SCA) 614

Uniformed Services Employment and Reemployment Rights Act of 1994 (USERRA) 614

United States–Mexico–Canada Agreement (USMCA) 617

United States Patent Act of 1790 617

Wage Garnishment Law, Federal 618

Walsh–Healey Public Contracts Act of 1936 618

Worker Adjustment Retraining and Notification Act of 1988 (WARN) 618

Workers’ Compensation 619

Quick Reference Guide: Agencies, Court Cases, Terms, and Laws; General Recordkeeping Guidelines 620

Appendix D Resources 633

Business Management, Leadership, and Strategy 635

Books 635

Professional Associations 635

Workforce Planning and Talent Acquisition 636

Books 636

Professional Associations 636

Learning and Development 636

Books 636

Professional Associations 637

Total Rewards 637

Books 637

Professional Associations 637

Employee Engagement 637

Books 638

Professional Associations 638

Employee and Labor Relations 638

Books 638

Professional Associations 638

Global Human Resource Management 639

Books 639

Professional Associations 639

HR Information Management, Safety and Security 639

Books 639

Professional Associations 640

Appendix E Summarizing the Summaries: What Meta-Analyses Tell Us About Work Engagement 641

Christian, Garza, and Slaughter, 2011 642

Maricutoiu, Sulea, and Iancu, 2017 643

Knight, Patterson, and Dawson, 2017 644

References 645

Appendix F Neuroscience Principles and Applications for HR Leaders 647

Introduction 648

The Principles 649

Principle 1: The Unlearning-Relearning Process 649

Principle 2: Redefining Resistance 651

Principle 3: Engaging Behavioral Change 654

Conclusion 656

Suggested Reading 656

Index 659

Об авторе

ABOUT THE AUTHOR
Sandra M. Reed, SPHR, SHRM SCP is a leading expert in the certification of Human Resource Professionals. She is the bestselling author of the Big Book of HR Exam Practice Questions and the HRCI’s Official Guide to the Human Resource Body of Knowledge. She is the founder of a business consulting group specializing in strategy and leadership development in small businesses.

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