
What roles are there in HR
Evolution of HR in a company
What HR Generalist should and should not do
Trends in HR work
Talent Management and Employee Life Cycle
Soft Skills HR Generalist
How to be an HR leader, not an HR executor
Tools in this lecture
Models and methods explained (4)
Strategy and its elements
Description of the company's business model
Porter's 5 forces tool
Boston Matrix
Company Value Chain
Company Life Cycle Stages
5 key financial metrics
Analyzing the Income Statement of any company
Analyzing any company's balance sheet
Tools in this lecture
Ready to use on the slides (6)
HR Audit Tool
HR Audit Checklist
Filling in SWOT analysis
Filling in PESTEL-analysis
Audit report format
Tools in this lecture
Ready to use on the slides (7)
Services and apps shown in this lecture (1)
Formulating goals for surveys
Using Google Forms or similar platform
Downloading survey responses
Using ChatGPT to analyze text responses
Employee Job Satisfaction Survey
Gallup Q12 Engagement Survey
Conducting an eNPS Loyalty Survey
Employee Burnout Survey
Survey to assess departmental collaboration
Google Executive Performance Survey
Calculating the sample size needed to conduct the survey
Techniques for engaging participants in survey participation
Conducting anonymous and non-anonymous surveys
Employee pulse survey platforms
Tools in this lecture
Ready to use on the slides (4)
HR strategy template
Formulating HR goals
Metrics for HR strategy
Linking HR strategy to business strategy
Creating a strategy based on HR audit results
Justification of HR costs for the strategy
Development of HR Roadmap based on the strategy
Tools in this lecture
Ready to use on the slides (3)
The ideal recruiting process and its steps
Description of the recruiting process
Experience in developing recruiting documents and templates
Working with and developing a Scorecard
Creating a search strategy
Competency based interviewing
Organizing reference checks for candidates
Role of the committee in the hiring decision
Job Offer tool
Working with Counter Offer
At least 20 candidate search channels
Tools in this lecture
Ready to use on the slides (28)
Models and methods explained (11)
A method for creating an adaptation checklist
Difference between preboarding, induction, onboarding, reboarding
Calculating the economic benefits of adaptation
Creating a beginner's book
Working with book creation platforms
Starting a mentoring program for newcomers
Organizing an ideal first day of work
Ensuring that the new employee is not preoccupied with organizational issues on the first day of work
Creating questionnaires for new employees to collect feedback
Organizing a presentation for new employees
Organizing a presentation for new employees for “old-timers” in the company
Possession of tools to automate onboarding
Using a Donut or Random Coffee bot to introduce newcomers to the company
Organizing team building activities to bring new teams together
Tools in this lecture
Ready to use on the slides (21)
Models and methods explained (1)
Employee development needs questionnaire template
Employee Training Request Template
Example of an employee training policy
Application of Kirkpatrick's model for employee training
The 6D model that replaced ADDIE in employee training
Launching online employee training
Employee Development Plan Template
Applying the 9 boxes for employee training planning
Succession Planning template
Employee career planning for training planning
Applying the 70-20-10 rule for employee training
Tools in this lecture
Ready to use on the slides (12)
Models and methods explained (4)
Herzberg's two-factor motivation model
Maslow's model of motivation
Daniel Pink's Motivation Model 3.0
Differences between motivation, engagement, loyalty and employee experience
Employee demotivation diagnostic tool
Neil Doshi's Current Employee Motivation Assessment Tool
Tools in this lecture
Ready to use on the slides (4)
Models and methods explained (3)
Salary management system in the company
The need for job evaluation for salary management
Construction of payroll forks
Progressive salary review matrix
Compa-ratio calculation
Compression of salary forks
The “green circle” and “red circle” in salary forks
Using lump sum as an alternative to salary revision
Tools in this lecture
Ready to use on the slides (8)
Models and methods explained (1)
Concept of cafeteria plan
Justification of benefits for the company by different methods
Assessing the need for benefits among employees
Several types of flexible benefits and their role
Working with and improving leave utilization analysis
At least 5 requirements for an ideal organization of an employee's workplace
Tools in this lecture
Ready to use on the slides (6)
The essence of the OKR method and requirements for its use
5 differences between OKR and MBO
Systems for OKR accounting
Painless start-up of OKR in a company for the first time
OKR summarization
Linking OKR to Performance Review
All Key Results requirements
Tools in this lecture
Ready to use on the slides (7)
Models and methods explained (1)
Gallup's Q12 engagement measurement framework
Increase engagement on each of the 12 factors
Engagement report template for manager
A set of questions for a team to discuss engagement
A set of questions for an employee to discuss engagement
Tools in this lecture
Ready to use on the slides (6)
Assessment of employee burnout
Main causes of burnout
Questionnaire for assessment of employee energy level
Negative factors for the company related to employee burnout
Tools in this lecture
Files to download (1)
Ready to use on the slides (7)
Models and methods explained (1)
The concept of Employee Voice and its role in the company
Employee relations and their formation
Model of effective communication
Questionnaire for assessing communication in the company
At least 10 channels of communication with employees
Organization and implementation of All hands
Implementation of an open door policy
Tools in this lecture
Ready to use on the slides (1)
Services and apps shown in this lecture (10)
3 main elements of corporate culture
The process of describing company culture and the tools to do so
At least 10 ways to integrate culture into company operations
Description of desirable and undesirable employee behavior
Description of the culture in the employee's book and the requirements for this
Rules for changing the culture in the company
Tools in this lecture
Ready to use on the slides (6)
Google's Oxygen project results and executive competencies
The results of Gallup's research on executive talent
The concept of 5 levels of People Management
Separation of executive and HR responsibilities in People Management
Leadership Pyramid
Minimum of 10 People Management tools to be implemented in the company
Tools in this lecture
Ready to use on the slides (9)
Models and methods explained (5)
Minimum of 10 HR automation systems, including PeopleForce
Demo and testing of at least one system
Recruitment automation systems
Training automation systems
Scorecard evaluation of automation systems
Platforms for creating a simple chatbot
Opportunities and limitations of using AI in HR automation
Active use of ChatGPT for routine daily tasks
Tools in this lecture
Ready to use on the slides (3)
A template for an effective meeting
Rapport and its role in a meeting
A set of questions for all occasions for 1-1 meetings
Incorporating feedback and coaching into 1-1 meetings
Checklist of possible employee problems to diagnose during 1-1
Report format for capturing results 1-1
Systems to record meetings 1-1
Free templates for 1-1 accounting on popular online document and spreadsheet platforms
Tools in this lecture
Ready to use on the slides (8)
Models and methods explained (1)
Calculation of employee turnover
Determining the main reasons for dismissal
Calculating employee retention rates
Assessing employee intentions to stay with the company
At least 5 employee retention strategies
Distinguishing retention from counter-offerings
Calculating the cost to the company of firing an employee
Forming a counter-offer to an employee
Tools in this lecture
Ready to use on the slides (6)
Models and methods explained (1)
The difference between analytics and just metrics
50 most popular HR metrics, their calculation and application
5 data collection tools for analytics
The difference between data validity and reliability
Calculating medians and percentiles
Digitizing HR decisions for analytics
Constructing different graphs
Calculating correlation between data sets
Different ways of making predictions of data
Segmenting data in different areas
Calculating the monetary benefit of an employee to the company
Calculating the benefit to the company from increased employee engagement
Implementation of Exit Interview for turnover analysis
Tools in this lecture
Ready to use on the slides (12)
Models and methods explained (2)
Template for HR cost budgeting
Complete budgeting process - from last year's analysis to cost justification
Budgeting for salary review process
Budgeting for vacancies with all necessary factors taken into account
Budgeting for bonuses and bonuses
Benefit package budgeting and utilization of benefits
Recruitment cost budgeting
Budgeting training costs
Tools in this lecture
Ready to use on the slides (4)
Models and methods explained (1)
Tools in this lecture
Ready to use on the slides (1)
Models and methods explained (2)
Tools in this lecture
Ready to use on the slides (11)
Tools in this lecture
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Models and methods explained (8)
Tools in this lecture
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Tools in this lecture
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Models and methods explained (3)
Tools in this lecture
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Models and methods explained (1)
Tools in this lecture
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Tools in this lecture
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Tools in this lecture
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Tools in this lecture
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Tools in this lecture
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Models and methods explained (1)
Tools in this lecture
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Models and methods explained (1)
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Models and methods explained (4)
Tools in this lecture
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Tools in this lecture
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Models and methods explained (3)
Tools in this lecture
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Models and methods explained (4)
Tools in this lecture
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Models and methods explained (4)
Tools in this lecture
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Tools in this lecture
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Tools in this lecture
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Tools in this lecture
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Models and methods explained (5)
Tools in this lecture
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Tools in this lecture
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Tools in this lecture
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Tools in this lecture
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Models and methods explained (1)
Tools in this lecture
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Tools in this lecture
Ready to use on the slides (7)
Models and methods explained (1)
Tools in this lecture
Ready to use on the slides (8)
Tools in this lecture
Ready to use on the slides (6)
Models and methods explained (3)
Tools in this lecture
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Tools in this lecture
Ready to use on the slides (1)
Models and methods explained (3)
Tools in this lecture
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Models and methods explained (3)
Tools in this lecture
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Models and methods explained (3)
Tools in this lecture
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Models and methods explained (2)
Tools in this lecture
Ready to use on the slides (4)
Tools in this lecture
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Models and methods explained (9)
Tools in this lecture
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Models and methods explained (1)
Tools in this lecture
Ready to use on the slides (8)
Models and methods explained (7)
Tools in this lecture
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Models and methods explained (1)
Tools in this lecture
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Models and methods explained (1)
Tools in this lecture
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Models and methods explained (4)
Tools in this lecture
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Tools in this lecture
Ready to use on the slides (3)
Models and methods explained (1)
Tools in this lecture
Ready to use on the slides (4)
Tools in this lecture
Ready to use on the slides (6)
Models and methods explained (1)
Tools in this lecture
Services and apps shown in this lecture (15)
Staffing needs: forecasting, job analysis, job descriptions and alternative staffing
Sourcing channels, screening, skills assessments and structured interviews without bias
Hiring and onboarding lifecycle: background checks, offers, policy acknowledgments, NDAs, benefits paperwork
Recruiting metrics: cost per hire, time to fill, ATS and HRIS data
Tools: hiring kit; exam trainer with 15 questions, flashcards, memory and match games
Tools in this lecture
Files to download (1)
Ready to use on the slides (12)
Models and methods explained (8)
Orientation for new and internal hires and what it should achieve
Needs analysis, learning objectives and the five ADDIE steps
Training formats: blended, virtual, self-paced, instructor-led, on-the-job, role play
Change management and tracking training effectiveness with LMS reports and evaluations
Tools: training plan with evaluation sheet; exam trainer with 15 questions and study games
Tools in this lecture
Files to download (1)
Ready to use on the slides (10)
Models and methods explained (11)
Pay structures, job evaluation, grades, merit and cost-of-living adjustments
Health plans: eligibility, enrollment, HDHP, HSA, FSA, PPO, short- and long-term disability
Wellness, EAP and fringe benefits; 401(k) and 457(b) plans with catch-up contributions
Payroll: taxes, deductions, garnishments, differentials, final pay, total reward statements
Tools: pay and benefits calculator; exam trainer with 15 questions and study games
Tools in this lecture
Files to download (1)
Ready to use on the slides (16)
Models and methods explained (8)
Mission, vision and values and how they shape culture; HR policies and documents
Engagement: recognition, stay interviews, surveys, flexible work
Goal setting, appraisal methods, rating scales and rater biases
Progressive discipline, termination, offboarding, absenteeism and turnover
Tools: performance and progressive discipline toolkit; exam trainer with 15 questions and study games
Tools in this lecture
Files to download (1)
Ready to use on the slides (17)
Models and methods explained (16)
Complaint intake, confidentiality and escalation
Workplace investigation step by step: interview plan, evidence log, findings
Conflict resolution, documentation and protection against retaliation
Inclusion initiatives, cultural sensitivity and unconscious bias
Tools: workplace investigation file; exam trainer with 15 questions and study games
Tools in this lecture
Files to download (1)
Ready to use on the slides (17)
Models and methods explained (4)
Hiring and employee rights laws: Title VII, ADA, IRCA and Form I-9, at-will employment, EEOC
Union environment: NLRA, collective bargaining, WARN
Pay and benefits laws: FLSA, ERISA, COBRA, USERRA, the Affordable Care Act
Which employers each federal law covers; state law may be stricter
Tools: US employment law map; exam trainer with 15 questions and study games
Tools in this lecture
Files to download (1)
Ready to use on the slides (8)
Models and methods explained (18)
OSHA records, the Drug-Free Workplace Act and sexual harassment prevention
HIPAA privacy and Sarbanes-Oxley basics for HR
Risk assessment: evacuation, workplace violence, business continuity, data and IP protection
Restructuring risks: mergers, downsizing, offshoring and furloughs
Tools: safety, privacy and risk checklist; exam trainer with 15 questions and study games
Tools in this lecture
Files to download (1)
Ready to use on the slides (12)
Models and methods explained (10)
Five exam areas and their weights; how four-option multiple choice items are built
Weighted readiness score against the 500 pass mark and a study plan by your gaps
Full mock exam: 65 questions in 1 h 45 min, flags, review screen and a score report by area
Exam-day plan for OnVUE or a test center; short overview of eligibility and fees
Tools: readiness scorecard and the 65-question mock exam
Tools in this lecture
Files to download (2)
Ready to use on the slides (7)
Models and methods explained (3)
Tools in this lecture
Ready to use on the slides (23)
Models and methods explained (3)
Tools in this lecture
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Models and methods explained (2)
Tools in this lecture
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Models and methods explained (3)
Tools in this lecture
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Models and methods explained (2)
Tools in this lecture
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Models and methods explained (3)
Tools in this lecture
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Models and methods explained (2)
Tools in this lecture
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Tools in this lecture
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Models and methods explained (13)
Tools in this lecture
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Tools in this lecture
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Tools in this lecture
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Tools in this lecture
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Models and methods explained (2)
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Tools in this lecture
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Models and methods explained (1)
Tools in this lecture
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Services and apps shown in this lecture (3)
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Tools in this lecture
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Services and apps shown in this lecture (2)
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Tools in this lecture
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This course contains the use of artificial intelligence.
497 tools for the HR generalist in one course: 362 ready-to-use files, templates, question lists, checklists and procedures, 11 services and apps shown on screen, plus 124 models and methods.
Open a lecture, take the tool, use it in this week's HR task.
Why the generalist role is hard
An HR generalist does everything: hiring on Monday, a pay question on Tuesday, a conflict on Wednesday, a report for the director on Friday. There is rarely a senior colleague to ask and never enough time to design each process from scratch. Theory does not help here. A ready form does.
What changes after this course
For each part of the HR cycle you have a working set: interview questions and assessment forms for hiring, an onboarding checklist, a training plan, pay and benefits policies, review forms, survey questions, one-on-one agendas and HR metrics. You adapt them to your company and move on to the next task.
The highlight: study games and exam trainers
The working files of the aPHR section are interactive: you open them in a browser, fill them in with your company's data, and then play.
What is inside: 497 tools, counted file by file
You do not have to take this number on trust. Open any lecture and read its description: every tool inside is listed there by name.
Where the tools are
Who is teaching
I am Mike, the #1 HR instructor on Udemy, with 1,800,000+ course enrollments from 170,000 students, and the author of about 200 books on Amazon. I built the people system at Preply as it became a unicorn and worked at Wargaming, iDeals and Alfa-Bank across 20 years in HR. I hold PHRi, SHRM-CP and HCI sHRBP certifications and represent HRCI in Eastern Europe.
I have approached HR business understanding through structured conversations with managers. When I first joined Wargaming, I prepared a list of questions and met with almost 30 different managers. I used those interviews to understand the business strategy, the circumstances, and the company more broadly. The conversations were my way of gathering the information I needed about the business. This experience informs the business acumen tools in this course.
How to use the course
Watch the first five sections in order to cover the full HR cycle. Then use the rest as a reference: section and lecture titles show how many tools are inside, and each lecture description lists them by name, so you can go straight to the form or checklist you need.
What is included
Where to start
Take the HR task that is on your desk today. Open the lecture on that topic, copy the template or checklist, and finish the task with it. Generalists who work from ready formats close tasks in hours instead of days, and every process you build from a blank page is time your company does not get back. Enrol now and start your first lesson today.