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- Herausgeber: John Wiley & Sons
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- Sprache: Englisch
Ace those challenging PHR and SPHR exams! In the competitive field of Human Resources, measurable demonstrations of credibility and commitment will get you ahead--and there's no better way to show your dedication than by adding the Professional in Human Resources (PHR) or Senior Professional in Human Resources (SPHR) qualifications to your resume. Fail rates are high, but the right combination of knowledge and practice (and a little grit) will see you a pass with flying colors--which is where PHR/SPHR Exam For Dummies comes in! In a friendly, step-by-step style, Sandra M. Reed, owner of the HR consulting firm epocHResources, takes the intimidation out of these challenging tests by letting you in on what to expect--as well as teaching you proven techniques for success. Work through the book's thorough content and subject review, sample questions, and suggested strategies, and then go online to find additional practice tests and more than 500 flashcards. With these resources, you can approach your exam with confidence. * Take sample tests in the book and online * Follow detailed answers and explanations * Know how the exam is scored * Study with more than 500 flashcards online Whether you're a student or an experienced professional, PHR/SPHR Exam For Dummies will give you the power to pass--and pass well--and go on to achieve the successful HR career of your dreams!
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PHR®/SPHR® Exam For Dummies®, 2nd Edition with Online Practice
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ISBN 978-1-119-72489-6 (pbk); ISBN 978-1-119-72479-7 (ebk); ISBN 978-1-119-72490-2 (ebk)
PHR®/SPHR® Exam For Dummies® with Online Practice
To view this book's Cheat Sheet, simply go to www.dummies.com and search for “PHR/SPHR Exam For Dummies cheat sheet” in the Search box.
Table of Contents
Cover
Title Page
Copyright
Introduction
About This Book
Foolish Assumptions
Icons Used in This Book
Beyond This Book
Where to Go from Here
Part 1: Getting Started with the PHR/SPHR Exam
Chapter 1: Introducing the PHR/SPHR Exam: Just the Basics, Please
Summarizing the Certification Process
PHR or SPHR: Which Exam Is Right for You
Applying for Your Exam
Knowing What to Expect on the Exams
Preparing to Tackle the Exam
Tackling the 24 Hours before, during, and after the Exam
Examining the Core Subject Areas on the Exam
Remembering the Core Knowledge Requirements
Understanding That You Can’t Be Taught the Exam
Chapter 2: Preparing for the Exam
Considering Exam Weights by Functional Area
Practicing for Results
Building a Study Plan Strategy
Employing the Principles: Going Deeper
Considering a Study Group: Yes or No?
Asking Your Employer to Pay for Certification
Using the Internet for Additional Resources
Applying Core Knowledge
Chapter 3: Identifying the Question Types and Strategizing to Answer Them
Having a Plan to Answer the Questions
Interpreting the Content While Conquering the Form
Recognizing Special Circumstances
Chapter 4: Surviving Test Day
Leading Up: The Days before the Test
The Time Is Here: Exam Day
Remembering the ABCs of Exam Day
After the Test: What to Expect
Part 2: Managing the Basics: Pre-Test Fundamentals
Chapter 5: Career Day: Life of a Certified HR Professional
Tracking Trends in Human Resources
Using the Statistics
Applying Your Knowledge on the Job
Chapter 6: Examining HRCI’s Glossary of Terms
Deciding How to Study
The Terms
Part 3: The Ins and Outs of the PHR Exam
Chapter 7: The Key to Success: PHR 01 Business Management
Eyeing the Exam Objectives
Focusing on What You Need to Know about Business Management
HRCI’s Code of Ethical and Professional Responsibility
Risk Management
Managing Data
Chapter 8: Finding Resources: PHR 02 Talent Planning and Acquisition
Noting What’s Important about Talent Planning and Acquisition
Recognizing What Subjects to Study
Looking at the Life Cycle of the Employee
Creating a Recruiting Process
Selecting the Right Employees
Comparing Orientation to Onboarding
Recognizing Common Reports and Tools
Chapter 9: Sharpening Your Tools: PHR 03 Learning and Development
Identifying What’s Essential About Learning and Development
Examining What You Need to Know for the Exam Regarding Learning and Development
Chapter 10: Paying Your Dues: PHR 04 Total Rewards
Identifying the Exam Objectives for Total Rewards
Tackling the Key Points about Total Rewards
Selecting and Communicating Employee Benefits
Taking Advantage of Common Reports and Tools
Chapter 11: Connecting the Dots: PHR 05 Employee and Labor Relations
Navigating Employee & Labor Relations
Focusing on What the Exam Covers in ELR
Using Policies and Procedures to Communicate
Part 4: Digging into the SPHR Exam
Chapter 12: Building the Frame: SPHR 01 Leadership and Strategy
Leadership & Strategy Exam Objectives
Directing Leadership and Strategy Initiatives
The Essence of Strategy
Managing Risk
Designing Interventions
Managing Change Strategies
Delivering through Technology
Chapter 13: Bridging the Gap: SPHR 02 Talent Planning and Acquisition
Preparing for Talent Planning and Acquisition
Digging Deeper into the Exam Objectives
Workforce Planning
Overseeing the Staffing Function
Integrating New Talent
Engaging Employees
Termination in the Context of Talent Planning
Chapter 14: Shaping the Resources: SPHR 03 Learning and Development
Examining What You Need to Know for the Exam
Analyzing Business Needs
Activating Training Systems
Using Learning and Development for Retention
Chapter 15: Harnessing the Value: SPHR 04 Total Rewards
Total Rewards Exam Objectives
Breaking Down the Content
Creating the Framework
Chapter 16: Building Relationships: SPHR 05 Employee Relations and Engagement
Charting Exam Content
Making the Case for Engagement
Part 5: Employing Your Knowledge: Practice Exams
Chapter 17: Facing the Challenge: PHR Practice Exam
Answer Sheet for PHR Practice Exam
Chapter 18: Answers and Explanations to PHR Practice Exam
Answer Key for Practice Exam I
Chapter 19: Using Your Skill Set: SPHR Practice Exam
Answer Sheet for SPHR Practice Exam
Chapter 20: Answers and Explanations to SPHR Practice Exam
Answer Key for Practice Exam I
Part 6: The Part of Tens
Chapter 21: Ten PHR/SPHR Exam Pitfalls and How to Avoid Them
Sitting for the Wrong Exam
Underestimating Exam Preparation Time
Unlearning State-Specific Applications
Getting Tripped Up: The Perils of Overthinking
Playing the Guessing Game
Trusting Your Instinct
Changing Answers
Focusing Too Much on the Clock
Managing Distractions
Avoiding Mind Tricks
Chapter 22: Ten (or So) Study Tips for the Exam Bodies of Knowledge
Being Organized and Planning
Using Outlines
Going Online
Interviewing Subject-Matter Experts
Presenting Unfamiliar Exam Objectives
Comparing HR Best Practices to Your Work Experience
Discerning Action Objectives from Knowledge Objectives
Spacing Practice for Success
Knowing Where to Focus When Studying Labor Laws
Appendix: Federal Employment Law
Index
About the Author
Connect with Dummies
End User License Agreement
List of Tables
Chapter 1
TABLE 1-1 Figuring Out Which Exam Is Right
TABLE 1-2 Ideal Traits for PHR and SPHR Candidates
Chapter 2
TABLE 2-1 PHR Exam Weights
TABLE 2-2 SPHR Exam Weights
Chapter 4
TABLE 4-1 Acceptable versus Unacceptable Name Variance
Chapter 8
TABLE 8-1 Time-of-Hire Application of Labor Law
TABLE 8-2 The Difference between Orientation and Onboarding
Chapter 9
TABLE 9-1 Remembering Why When Determining Training Needs
Chapter 14
TABLE 14-1 Talent Summary
Chapter 15
TABLE 15-1 2019 BLS Data on Employee Benefits, Private Industry
Appendix
TABLE A-1 Test Preparation Sample
TABLE A-2 Important Employment Laws and Bureaus
TABLE A-3 Laws Sorted by Employer Size
List of Illustrations
Chapter 2
FIGURE 2-1: The journey from hazard assessment to training the workforce.
FIGURE 2-2: A sample safety training matrix.
Chapter 7
FIGURE 7-1: The HRIS.
Chapter 8
FIGURE 8-1: The recruiting process
.
Chapter 9
FIGURE 9-1: Forced distribution.
FIGURE 9-2: The Kirkpatrick model.
FIGURE 9-3: An example flowchart.
Chapter 22
FIGURE 22-1: An example of a mind map to use for studying.
Guide
Cover
Title Page
Copyright
Table of Contents
Begin Reading
Appendix: Federal Employment Law
Index
About the Author
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Introduction
I wrote this book for all the HR professionals who are intent on leaving no stone unturned on their quest for the PHR or SPHR designation. It rounds out the edges of the preparation process, seeking to keep you on track and focused on the steps necessary to pass.
PHR/SPHR Exam For Dummies, 2nd Edition, also is a reminder that it’s not about what you know at this stage in the process, but rather what you don’t know that requires your full attention.
This book is for the tenacious and the curious and the self-deprecating, possibly because I find humility an attractive trait in individuals getting ready for a tough test. Those traits can keep your mind open and your eyes alert. Resolute curiosity can force you to grab a thread and follow it all the way to the end, which is the absolute best way to master and apply the information that you’re about to discover while getting ready for these exams.
About This Book
The focus of PHR/SPHR Exam For Dummies is to orient you, the experienced HR professional, to the task at hand: getting ready to become professionally certified. With pass rates low and nerves high, this guidebook takes you on your preparation journey, serving as a resource to get you organized and introduce you to key elements of these tests. In no other preparation resource will you find
An advanced discussion of the exam content outlines and their importance
A review of how the knowledge and objectives work together
Information on how to use the internet to enhance your efforts
A study of the HR Certification Institute’s (HRCI) website (
www.hrci.org
) and the exam content outline for content markers
Furthermore, adult learners tend to do better when they understand how information applies to them. In this case, taking a 50,000-foot view of key exam concepts and exam preparation activities allows you to take control of the exam prep process. As with anything worth doing, a haphazard, unstructured approach to preparation won’t serve a positive outcome. Just as a true career isn’t an accident, neither is successful certification — it takes both planning and strategic execution.
The primary purpose of your exam preparation activities is to successfully pass a fairly difficult test. For this reason, I include two sample tests in this book — one for the PHR and one for the SPHR. These exams are similar to the one that you’ll see on test day — 175 questions directly related to the exam content outlines. Although I provide bubble sheets for easy use, also consider putting your answers on a blank piece of paper so you can use the tests again.
Foolish Assumptions
Assumptions are simply things that I think I already know about you that guided my decisions on what to include in this book. For the PHR and SPHR exams, they are as follows:
You’re an experienced HR professional. Because exam eligibility is based on years of practical experience, even with a bit of education, I know that you know the basics of HR.
You’re preparing for an exam, not looking for
HR in a jar.
This book is about what you need to do to prepare to take a test about HR. It doesn’t teach you all you need to know about the field of human resources. In fact, the purpose of this book is to guide you to multiple resources for exam preparation.
You have a baseline knowledge of business and management principles. Corporate America, small businesses, and nonprofits all have shared HR and business needs. I assume that you’re a working professional in one of these categories and understand business terms such as
strategy
and
organizational structure.
You know how to conduct internet research. So much of what you need to pass the tests can be found online, and I encourage you throughout the book to do so.
Probably the most impressive assumption I make about you is that you’re self-motivated, driven, and determined. Successful performers aren’t generally satisfied with the status quo. If you’re reaching out to take one of these tests, you’re among those individuals who demand more out of themselves and by extension, your preparation resources. For this reason in this book, I recommend adding study time, admonish you to take an expanded view of a topic, and encourage you to create other dimensions to the content. You must find it and touch it and interpret it yourself to fully grasp the nuances of the exam content. This process requires that you take control of your study time and resources. Leaving it to a single author or only your past work experience isn’t enough to get you through. I need you to tap into that drive and commit to doing what it takes to pass the first time around, or at least be a heck of a lot better for it after the process.
Icons Used in This Book
Consistent with the For Dummies series is the use of special icons. They serve as markers for information that may be of increased importance or interesting. I incorporate the following icons:
In general, I use this icon when you have a special opportunity to apply a behavior in its easiest form. In most cases, a tip can save you both time and energy, building upon the experience of those individuals who have gone before you.
I use this icon to reinforce an important principle. Pay attention to this information because it’s important.
This icon directs you to some examples of the types of questions that appear on the PHR and SPHR exams. It also gives you examples of how the content may be represented in the workplace.
The information flagged by this icon may trip you up. The warning may be due to a topic’s complexity, level of difficulty, or commonly reported mistakes.
Beyond This Book
In addition to the content of this book, you can view some related material online, including additional information about each exam. You can access a free Cheat Sheet at dummies.com. Just type “PHR/SPHR Exam For Dummies cheat sheet” in the search box.
An added feature to the online content is two additional exams to support your learning. Taking multiple practice exams is an absolute must as you get ready for several reasons:
The exam level of difficulty requires that you’re familiar with question phrasing and multiple-choice setup. Keep in mind that these questions, also called
items,
can be highly situational. Taking practice exams can remove that element of surprise.
Answer distractors are common obstacles to a passing score. My online practice exams help condition your brain to recognize and eliminate the obvious wrong answers, increasing your chance of making a correct selection.
The online practice tests include a description of the right and wrong answers, which makes the practice exams extremely valuable, because they’re much more than another bank of questions. Taking these exams also helps you master content.
The general recommendation is that you can’t take too many practice assessments, and this book plus the online content is an excellent place to start. To gain access to additional tests and practice online, all you have to do is register. Just follow these simple steps:
Register your book or e-book at Dummies.com to get your PIN. Go to
www.dummies.com/go/getaccess
.
Select your product from the drop-down list on that page.
Follow the prompts to validate your product, and then check your email for a confirmation message that includes your PIN and instructions for logging in.
If you do not receive this email within two hours, please check your spam folder before contacting us through our Technical Support website at http://support.wiley.com or by phone at 877-762-2974.
Now you’re ready to go! You can come back to the practice material as often as you want — simply log in with the username and password you created during your initial login. No need to enter the access code a second time.
Where to Go from Here
One of the reasons why preparing for this exam has been reported to be difficult is the sheer volume of reading that is required. This book can help a bit with all that reading. This book is modular in that you don’t have to read it in order from cover to cover. Feel free to pick and choose the bits that you think will serve you best.
I wrote it so that you can pick any chapter and begin reading. To the ordered mind, doing so may be an unusual prospect, so go ahead and proceed in chapter order — the content will bear up to the pressure. For those of you who are only interested in certain exam elements, you have come to the right place. Feel free to bounce around or even begin at the end by starting with a practice exam to simply see how you fare. That may highlight for you a correct starting point for your unique preparation needs.
If you need some help in finding somewhere to begin, scan the table of contents or the index, find a few topics that interest you, and jump in.
Regardless of where you begin, the absolute first and most important step is to build a study plan. This book is full of useful tips and information to fill in the blanks of a plan, so maximize your investment by taking heed and writing down your plans. What gets measured gets done, so strengthen your odds by getting organized.
Part 1
Getting Started with the PHR/SPHR Exam
IN THIS PART …
Get a firm grasp of the structure for the PHR and SPHR so that you can begin to prepare a plan of attack to study for the exam.
Figure out the exam eligibility to ensure that you’re qualified to take the right exam.
Know how to talk to your boss about taking the test and how you may persuade her to pay for the test.
Select proper resources so you maximize your study efforts and have access to what you need to know in preparing for a passing score.
Identify the different types of questions on the PHR and SPHR in order to be able to figure out the best way to answer them.
Familiarize yourself with the ins and outs of test day to make sure that you show up ready to go.
Chapter 1
Introducing the PHR/SPHR Exam: Just the Basics, Please
IN THIS CHAPTER
Looking at the certification process
Figuring out which test you need to take and signing up
Seeing how the exam is structured and scored
Getting ready to start
Perusing core exam content
Preparing to sit for either the Professional in Human Resources (PHR) or the Senior Professional in Human Resources (SPHR) exam means that you’re investing in yourself through professional certification to differentiate your talent from the rest of the pack. It indicates a professional curiosity and commitment to excellence that characterizes the human resources (HR) profession. In fact, the PHR and the SPHR remain two of the most sought-after designations in the HR industry. This is demonstrated by a Dow Jones/Inc. Magazine study that found that 93 percent of Fortune 500 companies employ HRCI certification holders.
The reasons to become certified are many. Personally, you may be seeking validation of your knowledge and competencies. Professionally, you may desire more job responsibilities or pay increases. Regardless of your reasons, earning the designatory letters (PHR or SPHR) to place next to your name is the mark of a skilled and competent professional. This chapter serves as your launch pad to the rest of the book and your journey toward the title.
Summarizing the Certification Process
Sitting for the exam is but one step in your journey toward demonstrating professional excellence. There are several steps before (and recertifying after) that must be part of your planning process. The Human Resource Certification Institute (HRCI) defines the six steps that are required for successful certification:
Meet the exam eligibility requirements.
Complete the application process.
Schedule your exam appointment at an approved testing center.
Prepare for the exam using the Exam Content Outline (ECO).
Follow the strict procedures on exam day.
Apply for recertification through continuing education and other means.
I explore each of these steps throughout this book.
PHR or SPHR: Which Exam Is Right for You
One of the first decisions you’ll have to make is which exam to take. The Human Resource Certification Institute (HRCI) offers eight accredited designations in the field of human resources. For purposes of this study guide, I discuss the institute’s flagship (and most popular) accreditations: the Professional in Human Resources (PHR) and the Senior Professional in Human Resources (SPHR). Before selecting the proper exam, you must first determine your eligibility.
Exam eligibility
The PHR and the SPHR are both knowledge- and competency-based, and thus require you to complete a certain number of professional-level years of work before being eligible to sit for the exam. The PHR exam is recommended for individuals with a broad knowledge of the operational side of the HR house, and those with at least one to four years of related experience (dependent upon level of education completed). The SPHR exam is better suited for individuals with a background in strategic HR management, validated by four to seven years of professional level experience or education. HRCI defines professional-level experience as roles that include
The ability to use independent judgment and discretion in performing work duties.
A level of specialized knowledge in the HR field with some authority for decision-making.
In-depth work requirements, such as data gathering, analysis and interpretation.
Interaction with a broad range of individuals, including key personnel.
Individual accountability for results.
You don’t need a college degree in human resources to be eligible to take the PHR and SPHR exams.
HRCI’s Certification Handbook identifies the full eligibility requirements for the PHR and SPHR exams. It’s definitely worth reviewing while you’re making your decision. Table 1-1 gives you a summary of that information.
TABLE 1-1 Figuring Out Which Exam Is Right
PHR
SPHR
A minimum of one year of experience in a professional-level HR position with a master's degree or higher
A minimum of four years of experience in a professional-level HR position with a master’s degree or higher.
or
or
A minimum of two years of experience in a professional-level HR position with a bachelor's degree
A minimum of five years of experience in a professional-level HR position with a bachelor’s degree
or
or
A minimum of four years of experience in a professional-level HR position with less than a bachelor's degree
A minimum of seven years of experience in a professional-level HR position with less than a bachelor's degree
The Cheat Sheet found at www.dummies.com is your go-to resource to help you pick the right test (Just type “PHR/SPHR Exam For Dummies cheat sheet” in the search box). It includes information related to all the exam eligibility requirements and assessing the amount of time you have available to study.
If neither of these exams seems right for you, don't forget about the six other certifications available from HRCI. For example, the Associate in Human Resources (aPHR) is a great choice for those just beginning their career in the human resource field. It is ideal for those with no previous HR experience, as it does not require professional-level experience to be eligible for the exam. Many students use the same preparation material for the PHR exam, and report great success — not to mention a significant knowledge boost and jump start for their next certification!
Comparing the two exams
Taking the right exam has an effect on more than simply making the preparation process less stressful. Choosing the appropriate test also can impact your future job performance and earnings potential. Think about applying for an upper-level HR job that requires exposure, experience, and problem-solving in business management and strategy that may be validated by the SPHR credential. Suppose that you squeak by the SPHR exam and are successfully certified. If you get the job based on an SPHR credential but don’t have the depth and breadth of practical experience that goes along with it, more than likely you’ll struggle in the role. Taking the right exam also allows you to engage in the proper recertification activities.
The professional certification process is an investment in your career, not a one-time shot at a credential. Starting with the PHR is perfectly reasonable (it’s what I did). You can get the baseline under your belt and then, assuming you meet the eligibility requirements, chase after the SPHR in the following year or two. The knowledge gained by studying and recertifying has served many HR professionals well time and time again, opening doors that would have remained closed without the credentials.
HRCI defines the ideal candidate for each exam. Table 1-2 provides this insight to help you make the right choice.
Just because you can doesn’t mean that you should. For example, just because you have 20 years of experience as a recruiter doesn’t necessarily mean that you’re ready to take the SPHR exam. For this reason, you should consider the breadth of your experience, not just your specialties, and plan accordingly.
TABLE 1-2 Ideal Traits for PHR and SPHR Candidates
PHR
SPHR
The candidate reports to another HR professional.
The candidate is responsible for the HR function at the company, either independently or with staff.
The candidate’s job responsibilities impact the function of HR rather than the company as a whole.
The candidate manages the relationships necessary to achieve organizational outcomes, including with employees and within departments.
The candidate doesn’t have progressive HR experience due to length of time in the industry.
The candidate understands both general business principles and industry-specific conventions (both HR and their company industries).
A general rule: Use HRCI’s years of experience qualifier and apply it to the top two areas of exam content, which looks something like this:
PHR:
For the PHR, about 60 percent of the exam content is in the areas of Employee & Labor Relations (39 percent) and Business Management (20 percent), Aim for the minimum years of experience requirements in
each
of these top areas. For example, if you have a master’s degree, you should be fine if you have one year of applied experience in Employee & Labor Relations and 1 year of experience in Business Management (assuming you are otherwise eligible).
SPHR:
For the SPHR, more than half the exam content is built from the functional areas of Leadership and Strategy (40 percent) and Employee Relations & Engagement (20 percent). For someone with less than a bachelor’s degree, this information translates to seven years of experience in
each
of these top functional areas.
These tips are for study purposes only — remember, everyone is different, and each exam has its own eligibility requirements. For the time-pressed professional, spend a larger percentage of your available study time in these top two functional areas.
Don’t quickly dismiss these percentages as overkill. Take a moment and look at the exam pass rates (69 percent PHR and 60 percent SPHR in 2019) or read the online forums of failed exam takers condemning HRCI for exam level difficulty. Consider just for a moment that diluting the exam value by making it easier is less effective than individuals simply choosing the right exam and properly preparing the first time. It’s also worth noting that professional exams for Information Technicians and Paralegals share similar levels of difficulty. Would you hire one of these professionals if a novice could pass their certification exam with little prep or demonstrated experience? Of course not. If we as HR professionals are to be credible business partners our exams must be thorough and demonstrate excellence. Do the preparation work — you will be better for it.
Making your decision: Certification is a journey, not an event
Many individuals believe that if they meet the SPHR exam eligibility requirements, then they should start there. However, this assumption should be carefully considered for three reasons:
If you take the SPHR and fail it the first time around, you’ll have to pay a second exam fee to take it again (unless you buy insurance). If you’re not sure, start with the PHR. You will benefit from gathering a baseline of knowledge and then can go round two with the SPHR on firm ground. Passing the PHR first and then taking the SPHR is a much better use of your exam fee dollars, and most importantly, it spreads your learning out over an extended period of time. This impacts long-term retention for career application. At the end of the day, career progression and mastery really is the point of putting you through the process.
Depending on the amount of time that you have available to study, reaching for the SPHR first may make for an unnecessarily stressful exam preparation process. Unless you have unlimited time to study and very few other obligations such as work and family, spreading your certification efforts over time is perfectly reasonable.
Rome wasn’t built in a day, and neither is your career. Both exams require recertification credits with a goal of lifelong learning. Instead of recertifying your PHR exam with webinars and classes, take the time to study and successfully pass the SPHR exam. Renewal, refreshment, and most importantly,
relevance
are the keys to a successful career in HR, and this path allows for all three.
Still undecided?
The best way to know where you stand is to invest in a couple of practice exams, which are designed to assess your level of knowledge before any studying or preparation has occurred. Don’t worry if you don’t pass the practice test; passing on your first or even second time isn’t the goal. The purpose is to measure where you are at so you can anticipate what it will take to get you to a passing score and what subject materials you need to spend time studying.
If you’re truly undecided, take both a PHR and an SPHR practice test and compare scores. This investment is worthwhile and may very well give you the answer that you’re searching for. At the very least, you’ll now be ready to create a study plan that targets your low scores.
If you are really worried, consider purchasing second chance insurance (SCI) when you submit your exam application. SCI is an optional, prepaid insurance policy that allow you to retake the same exam without any additional fees or having to reapply.
You can find a practice PHR test in Chapter 17 and an SPHR test in Chapter 19. (Chapter 18 provides the answer explanations for the practice PHR test, and the SPHR answer explanations are in Chapter 20.) You can also find PHR and SPHR practice tests online at www.dummies.com/go/getaccess. (See the Introduction for more info on the online practie tests.)
Applying for Your Exam
Now that you have made the tough decision on your exam-of-choice, it’s time to complete the application process. It begins by creating an account at HRCI.org. This is important, as the account will be where all the details of your certification journey will be housed going forward — including where you log recertification credits after successful certification.
Completing your application online
The application process begins by inputting your certificant information. These are your personal details, but please note: The full name you enter here must match the name on your legal, unexpired, valid, government-issued identification documents, such as a driver’s license or passport. Getting this step right is critical to avoid a hassle on exam day when you are required to present proof of ID before being allowed to test.
Logging your education and experience comes next. This step will be used to determine your eligibility to sit for your chosen exam and will be subject to audit and verification. Failure to accurately input this data could result in your application being rejected or nullified.
Remember to log experience that is related to human resources, even if you did not hold an HR title when performing the tasks. Think about it — how many “supervisors” do you know that are required to hire, discipline, and make decisions about pay? This is all credible, additional experience for purposes of determining whether you have the experiential chops to master the exam.
If you don't qualify based on number of years of experience or education, apply for the aPHR! It’s perfect for managers with job functions other than HR and entry-level HR, and it doesn’t have the same professional-level experience requirements as the PHR and SPHR.
From here, it’s about the money! While the fees can change, as of 2020 the application fee for both exams was $100. The exam fees are
$395 USD for the PHR
$495 USD for the SPHR
A couple of times a year, HRCI offers discounts on the application fee (not the exam fee). Consider following them on social media such as Twitter (@HRCI_Official) and LinkedIn (HRCI in Alexandria, VA), where they advertise these specials. I also retweet their stuff regularly along with other nuggets of exam preparation resources. Find me on Twitter at @mat_schwartz.
Once your application has been submitted, you will receive a confirmation of receipt from HRCI within one business day. You will receive a separate email with your application status. You must wait until you receive your “authorization to test” email, which is the green light to go ahead and schedule your exam date.
Approved exam eligibility is valid for 120 calendar days. This means the exam must be scheduled and taken within those four months or the candidate will have to reapply — and pay the fees again!
Scheduling the exam online
As of 2020, HRCI partners with Pearson VUE to deliver the PHR and SPHR exam (more on this in Chapter 4). Go to pearsonvue.com/hrci to schedule your test-day appointment using the same legal name from your HRCI registration, the HRCI 9-digit eligibility ID found on your HRCI application summary, your phone number, the exam type, and finally, your preferred date, time, and location.
Any exam rescheduling must be done with Pearson VUE, and there is a nonrefundable rescheduling fee.
During the Covid-19 pandemic of 2020, HRCI received temporary approval to offer remote-proctored exams. It is unclear whether this practice will be continued. Prior to the pandemic, both the PHR and SPHR had to be taken at a proctored Pearson VUE physical location.
Knowing What to Expect on the Exams
Anticipation is often worse than the actual experience, which seems to hold particularly true for both the PHR and SPHR exam day. The chapters in Part 1 are all about sharing with you what to expect on the big day. The following sections give you a quick overview.
Looking at the exams’ structure and types of questions
Both exams have questions that are written by certified HR professionals who are not necessarily academics. In fact, exam item writers go through a series of stem/option (answers) iterations in order to come to a “best answer” consensus by those actively practicing in the field of HR. This is actually what makes these exams fairly difficult, as each question may have what looks like to be multiple correct answers. HRCI correlates exam scores to the years of experience that are required for the tests, which is in part to justify the need for practical work experience for a successful test. Furthermore, as part of the accreditation process, the exam content is built from the exam bodies of knowledge (BOK). The exam’s BOK are based on an analysis of the HR field as a whole.
Chapter 3 discusses the exam structure, including a review of the different types of test questions. Each question may be worded differently and include traditional multiple choice, multiple choice/multiple response, fill in the blank, drag and drop and scenario-based questions. Each exam item may be phrased as a question, an open-ended statement, or a statement. For all question types, you will be asked to select the best answer. This is an attempt to measure your response based on a “real-world” situation. Some options are written as distractors, looking correct but not the best decision in the context of the scenario given.
HRCI’s Certification Handbook notes that each question will focus on one of the following three areas:
Knowledge/comprehension:
Recalling factual material, such as definitions
Application/problem solving:
Applying familiar principles or generalizations to solve real-life problems
Synthesis/evaluation:
Combining different elements and using critical thinking skills to solve a complex problem
To become familiar with these question types, practice exams (such as the ones included in this book) are highly recommended.
Grasping how the exams are scored
Many test takers are really only concerned with passing or failing, which is fine. Students must have a total scaled score of 500 to pass these exams.
However, the exams have two types of scores that affect what you need to pass:
Raw:
The
raw score
is the actual number of items answered correctly on your test.
Scaled:
The
scaled score
represents the difficulty level of the random exam you received.
There are thousands of PHR and SPHR test questions. You only have to answer 175 of them. You may receive 175 of the questions that are rated as difficult, whereas the person next to you may receive 175 of the fairly easy ones. That means that you’ll be allowed some wiggle room while still needing to achieve the scaled score of 500 in order to pass. It’s an exercise in fairness.
Don’t leave a question unanswered. Scoring is based on the number of correct answers, so leaving an item blank — even if it’s an educated guess — eliminates the possibility of that item counting in your scaled score. Refer to Chapter 3 for some strategies about guessing on the PHR and SPHR exams.
Preparing to Tackle the Exam
Very few individuals take this test with no preparation. The degree to which you prepare is based on your unique work experience and education. Preparation tactics include the following (Chapter 2 discusses these factors in greater detail):
Study plans:
A study plan is a tool that you design. It’s a written plan of attack that addresses the things that make you unique — your specific strengths and weaknesses and the amount of time you have available to study — which means that you’ll need to have a general idea of your exam date and assessment scores. I’m not a fan of absolute statements, but I make an exception here: Successful test takers
must
have a written plan of attack. Get organized and stay organized to ensure that you don’t miss studying critical exam content.
Assessment and practice exams:
You can’t possibly know the extent of your strengths and weaknesses without taking an initial assessment test. Additionally, you may be as knowledgeable as any other successful candidate, but applying that knowledge takes preparation. Many individuals report suffering from severe test anxiety or have not taken a formal test in many years. Practice exams help with training your brain to think through how to apply your working knowledge while becoming familiar with a time-based, difficult exam.
Study groups:
Another option for getting ready for the exam is to join a study group. You can join a group either through a college campus or independently.
Chapter 2
discusses the pros and cons of this support option.
HRCI does not endorse one prep product over another, instead recommending that you use multiple preparation resources to study for the exam. They do, however, partner with preparation providers (some that offer money-back guarantees if you don’t pass) to offer bundled pricing, and this is a cost-effective way to get started!
Tackling the 24 Hours before, during, and after the Exam
Regardless of how long you prepare for the exam, nothing is quite like the trio — the day before, the day of, and the day after the exam day.
Before the test:
You’ll need to make many decisions to prepare for the 24 hours before test day. For example, some individuals prefer to book a hotel room near the exam facility, which minimizes the possibility of heavy traffic and allows for a quiet evening before to review. I actually drove the route to the testing center the day before so that I could minimize my tendency to get lost while driving! Regardless of your decision, in the 24 hours before your test, turn off the cell phone, TV, and other distractions, and concentrate on a relaxed state of mind. Make sure that you get a good night’s rest.
On exam day:
Exam-day basics should focus on stamina. Sitting in a small room for a few hours while your brain is drained isn’t an easy task. Distractors such as nerves, fatigue, and hunger are real threats to success. For this reason, having a plan of attack before you’re faced with the conditions is helpful.
Chapter 4
discusses more strategies on taking breaks and eating snacks to keep you focused.
After the test:
I’m confident that you’ll feel a sense of relief as you answer the last question. In some cases, you may have marked questions for review and will need to go back and finish them before you cross the finish line. You will be given the choice to take a quick survey while the results are calculated. The good news is, you will know before you leave the desk if you pass or fail! If you fail the exam, a more detailed score report will be mailed to you so you can see how close you were and in what functional areas you didn’t pass. Regardless of a pass or fail score, you have just spent several weeks immersing yourself in the world of HR — go home and celebrate!
Chapter 5
gives you some ideas on how to begin to apply this new knowledge on your job.
At the end of the day, you are a unique individual with individual needs, and no one-size-fits-all solution exists to how well you manage before, during, and after the test. Some students swear by cramming the night before, whereas others say doing so confused them. Eating a large meal before the test was impossible for some, whereas others knew that low blood sugar during the exam would sink them. Others believe that only a successful exam is reason to be proud of themselves — which is just not true. The preparation process will make you stronger regardless of the outcome of your first attempt. Knowing your needs and extracting advice that meets those needs is the purpose of these discussions so that you can be at maximum mental performance level when it counts.
On exam day, you don’t need to bring a calculator. Most math-related questions are written to be easily calculated. Don’t worry, though. If you prefer a calculator, one is available on the desktop computer from which you take your exam.
Examining the Core Subject Areas on the Exam
Both exams have unique functional areas in terms of content, and you need to know what to do with this information in order for it to serve you. Similar to the test questions, you must be able to apply the knowledge from a workplace perspective to be successful. Each exam has five functional areas. These sections provide a brief overview of what you can expect about the functional areas of the PHR and SPHR exams. I include chapter references to continue the discovery.
A note about Federal Employment Law: As seasoned practitioners, we all know that employment law changes from year to year. However, the exam content outlines are only updated every five to seven years or so. HRCI tells us that exam candidates are responsible for knowing the HR laws that are in place at the time of their exam. For this reason, regardless of the exam prep resource you use, you may need some additional research to ensure your knowledge of best legal practices is up-to-date. Final note: The exam includes questions related to federal laws and regulations, not state laws.
PHR
PHR test questions are designed for the operational practitioner of human resources. The exam goes beyond the foundations of an entry-level performer and bumps right up against the strategic skills required of their human resource bosses. While the functional area titles of the PHR and SPHR exams are similar, the content weight and focus are different.
Functional area 01 — Business Management
Second only to functional area 05 in exam content, Business Management makes up 20 percent of PHR exam questions. The focus is heavily weighted toward executing HR activities in alignment with the business, such as industry best practices, the company mission and vision, as well as taking care to avoid litigation related to employment law violations. Discover more about this important content in Chapter 7.
Functional area 02 — Talent Planning and Acquisition
At 16 percent, the Talent Planning and Acquisition area of the PHR should not give you (too much) trouble. Take care to study concepts such as federal labor law and its impact on hiring practices; creative candidate sourcing techniques; and the cycle of acquiring talent within the organization, from recruitment to negotiating employment offers. You can read more about this subject area in Chapter 8.
Functional area 03 — Learning and Development
Learning & Development (L & D) has evolved from a strict focus on training design and delivery. In today’s world, it relates to a generalist’s ability to advise managers and team members on professional growth, career plans and replacement planning efforts that support business strategies. At only 10 percent of the exam content, focus on how L & D supports the larger scope of the Business Management and Talent Planning and Acquisition functional areas. See what this might look like in Chapter 9.
Functional area 04 — Total Rewards
Implementing and managing total rewards programs provides 15 percent of the PHR exam content. It starts with the critical function of managing employee payroll, and rounds out with the ability to understand and administer effective employee benefit programs. Chapter 10 includes an overview of content related to this functional area.
Functional area 05 — Employee Relations and Engagement
HRCI saved the most comprehensive section of the PHR exam for last. This section deals with matters related to HR functions throughout the employee life cycle and collecting/interpreting data related to employee engagement levels at each stage. It makes up a whopping 39 percent of the total exam, so PHR hopefuls must pay particular attention. Federal requirements related to diversity, inclusion, health and safety, employee policies, discipline, and separations are all measured here in the functional area of Employee and Labor Relations. From previous versions of the PHR Exam Content Outline, you will find content related to employee performance management migrated to this section as well. Begin your studying with the content review found in Chapter 11.
SPHR
SPHR test questions are highly scenario-based and require the ability to integrate information from all functional areas in your analysis. This exam is designed for senior leaders who help shape business strategy and position their companies to successfully navigate the business landscape — inside the workplace and out.
Functional area 01 — Leadership and Strategy
Formerly called Business Management and Strategy, the Leadership and Strategy functional area of the SPHR exam makes up 40 percent of total exam content. It focuses on developing HR strategies that are in alignment with business strategy, and draws heavily from the domains of Business Management (such as business metrics and operations) and Organizational Development (such as managing change and behavior). Chapter 12 summarizes this, along with the other people-management elements present in this content area.
Functional area 02 — Talent Planning and Acquisition
The functional area of Talent Planning and Acquisition carries the same punch on both exams, coming in at 16 percent. For the SPHR, this content is derived from strategies designed to plan for, attract, and retain talent. Look for questions about workforce planning (such as expansion and downsizing) and cultural integration (such as onboarding and socialization). As with all content on the SPHR, pay special attention to measuring the results of these activities, which is discussed in more detail in Chapter 13.
Functional area 03 — Learning and Development
Learning and Development (L & D) is about more than just training workers. At 12 percent of the SPHR exam content, it is tied closely to organizational development and expands upon the idea that training and performance management can help organizations meet both current and future needs. For this reason (as in practice), L & D activities cascade out from Talent Planning and Acquisition functions. Among the exam objectives, expect to see HR behaviors such as evaluating training strategies and succession planning. You can read more about this subject area in Chapter 14.
Functional area 04 — Total Rewards
Similar to L & D, content in the Total Rewards function on the SPHR exam makes up about 12 percent. Labor costs are often the top expense for organizations, so oversight of this function — and the measurement of results — is critical for senior HR leaders. This includes heavy emphasis on the design of creative compensation strategies, such as incentives and executive pay, as well as analyzing the effectiveness of employee benefit plans. Check out Chapter 15 to get a good feel for what you need to know about this subject area for the SPHR exam.
Functional area 05 — Employee Relations and Engagement
Not just about union management anymore, this functional area has evolved to include the management of all relationships in the workplace. From an exam perspective, it makes up the second highest amount of content, 20 percent. This includes factors related to measuring and improving employee satisfaction, building diversity and inclusion initiatives, and of course, the original concepts of managing a union/management relationship. In 2018, the content from the former Risk Management functional area was migrated here as well. Head to Chapter 16 for more information about this subject area.
Remembering the Core Knowledge Requirements
One of the major changes of the 2018 exam content updates was the absorption of the core knowledge requirements within each functional area. Prior to 2018, it was a separate section that was not directly tied to specific exam areas. In 2018, HRCI moved this content into its relevant functional areas, further sorted by exam. This may be in part because the HRCI exams seek to measure competencies (skills, abilities, practices) as opposed to only book knowledge.
Found at the end of each section with the heading “Knowledge of:” you will find a numeric listing of the data required for successful application of the HR responsibilities being measured on each exam. The Knowledge and Responsibilities of the exam content outlines form the full framework for the PHR and SPHR exams — you must know them well. Chapter 2 provides a more in-depth perspective on this content.
Understanding That You Can’t Be Taught the Exam
HRCI makes no secret that these exams can’t be taught. Yet individuals who fail the exams gnash their teeth and wail loudly, wondering how they’re supposed to prepare for an exam that has no precise preparation resource. Thinking such as this is unfair and takes an unrealistic perspective, for the following reasons:
The exam is deeply experience based.
Writing an exam (or study guide) that gauges every exam taker’s level of experience and breaks down the content into the right-size piece for every person’s palette is impossible. Having the right number of years of experience doesn’t guarantee that you’ll pass. The quality, depth, and breadth of the experience get you an invitation to the certified members’ lounge.
The exam isn’t about rote memorization and to suggest that it must become so is diluting the value for those professionals who are certified and the profession as a whole.
Dumbing it down into memorizable pieces mocks the profession because it doesn’t translate into practice. Imagine binding HR professionals to textbook answers and one-size-fits-all strategies. C-suite executives would take one cross-eyed look at that approach and go rogue, exposing businesses to risk and devaluing an HR professional’s role. Talk about why executives avoid HR! This approach damages HR’s credibility and effectiveness.
The homework, research, and creative studying methods make you a better HR practitioner.
You’ll come out of the preparation trial-by-fire well-seasoned and tempered to be the business partner that your enterprise needs. Unless you hope to go back to party planning and payroll, jump on the bandwagon and dig deep. These exams aren’t for the faint at heart.
Just because you fail doesn’t mean that you aren’t good at your job.
You may not be a good test taker. The testing room may have been too hot. Perhaps you aced one area, but you need more rounding out in others. Toughen up and try again. As an HR professional, you need to be the model of resilience for those impacted by your talent, and inflating your ability or transferring blame serves no one. Having a do-over is okay. Review how far you came in terms of knowledge before you began preparing compared to test day. Honor your growth and how far you have come by believing in yourself and trying again. And guess what — you’ll have earned the certification.
MY EXAM JOURNEY
Making the decision to become professionally certified certainly helps your career, but the decision is also highly personal. Fear of failure, fear of success, and worry about the exam level difficulty are a host of pitfalls that may keep you from being successful. I hope my own journey can help you in your journey.
I left the world of full-time HR the day my son was born and began teaching classes at night. I realized that to be credible, I needed to get my PHR certification. Back in the days of the pencil-and-paper test, I self-studied with a group, sat for the exam, and passed after waiting six weeks for the results.
