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Huey-Ming Tzeng

Chang-Yi Yin

Historical Trends in Human


Resource Issues of Hospital
Nursing in the Past Generation
1990s, the importance over 20 years. Findings have high-

I
N THE
EXECUTIVE SUMMARY of human resource systems lighted positive links between
Strategic management of
and related strategies sur- good human resource practices
human resource in health care faced. Current human re- (e.g., being successful in recruit-
is indeed important to deliver- source systems primarily empha- ing, retaining, and motivating
ing high-quality care. sized individual human resource nursing staff), staffing characteris-
Despite the fact that the nurs- functions (e.g., recruitment, selec- tics, and outcomes of care.
ing profession is growing and tion, training, compensation, and However, these studies did not
becoming more and more performance appraisals). These directly address specific human
sophisticated, human resource functions have been aligned with resource management interven-
issues have not changed in a each other and linked to the over- tions.
dramatically significant way in all strategies of the organization The American Nurses Cre-
the past generation. (Khatri, Wells, McKune, & Brewer, dentialing Center (2007a, 2007b,
The aim of this study was to 2006). For example, some recent 2007c, 2007d) first started the
identify the historical trends in studies in health care sectors have Magnet research study in 1983
human resource issues related added to our understanding of the and formally established the
to hospital nursing in the past links between nursing staffing lev- Magnet Recognition Program in
generation from 1977 to 2006. els and mix-to-outcome indicators 1997. This program focused on
A total of 10,691 records were (e.g., fall rates, length of stay, mor- advancement toward three goals:
reviewed, resulting in 1,799 tality) (Aiken, Clarke, & Sloane, (a) promoting quality in a setting
valid records that addressed 2002; Needleman, Buerhaus, that supports professional prac-
human resource issues related
to hospital nursing.
Mattke, Stewart, & Zelevinsky, tice, (b) identifying excellence in
2002). the delivery of nursing services to
Content analyses were con- Strategic management of hu- patients and residents, and (c) dis-
ducted and a typology of
human resource issues was
man resource in health care is seminating best practices in nurs-
developed. indeed important to delivering ing services. The requirements for
high-quality care. Buchan (2004) designation as a Magnet facility
Productivity, work content and
flow, and occupational hazards
claimed that research on Magnet® included 14 Forces of Magnetism,
were the three most often hospitals has been under way for including (a) quality of nursing
reported themes.
HUEY-MING TZENG, PhD, RN, is CHANG-YI YIN, MA, is Professor,
Associate Professor, University of Department of History, Chinese Culture
Michigan, School of Nursing, Division of University, Taipei, Taiwan.
Nursing Business and Health Systems,
Ann Arbor, MI.

NURSING ECONOMIC$/January-February 2009/Vol. 27/No. 1 19


leadership, (b) organizational els, there is a need first to recog- the United States; start year, 1900),
structure, (c) management style, nize the knowledge gap concern- Nursing Outlook (ISSN 0029-
(d) personnel policies and pro- ing the links between human 6554; published in the United
grams, (e) professional models of resource management inputs and States; start year, 1953), and
care, (f) quality of care, (g) quality performance, and then to bridge Nursing Research (ISSN 0029-
improvement, (h) consultation the gap through research. As a 6562; published in the United
and resources, (i) autonomy, (j) result, the aim of this study was to States; start year, 1952). American
community and the health care identify the historical trends in Journal of Nursing is considered a
organization, (k) nurses as teach- human resource issues related to general interest nursing journal,
ers, (l) image of nursing, (m) inter- hospital nursing in the past gener- and Nursing Outlook and Nursing
disciplinary relationships, and (n) ation from 1977 to 2006. The three Research are read largely by
professional development. In oldest journals meeting our estab- researchers and nurse faculty. No
other words, Magnet recognition lished selection criteria were cho- nursing management or nursing
was meant to acknowledge hospi- sen: American Journal of Nursing, administration journals were select-
tals with good human resource Nursing Outlook, and Nursing ed as none of them met the selec-
practice for nursing services. Research. Development of the his- tion criteria.
On the basis of Donabedian’s torical trends in human resource During the period of January
(1966) structure, process, and out- issues is essential to allow us to 1, 1977, to December 31, 2006,
come model, we further catego- capture the picture of discoveries, American Journal of Nursing pub-
rized these 14 Forces of Magne- generalized knowledge, and gaps lished a total of 6,572 records,
tism into three orientations: (1) the in knowledge. This effort would Nursing Outlook had 2,020, and
structural orientation (forces b, c, guide future directions in human Nursing Research published
h, and j), (2) the process orienta- resource management research 2,099. The author, title, abstract,
tion related to employers and/or related to hospital nursing. journal name, and publication
employees (forces a, c, e, g, i, k, m, information of these targeted
and n), and (3) the outcome orien- Methods records were downloaded from
tation (forces f and l). In compari- Design. This study was con- the PubMed database for analyses.
son, Buchan (2004) suggested ducted under the assumption that Process of developing the
three groups of human resource- scholars who recognized the typology. The authors recognized
related indicators for hospitals, importance of emphasizing differ- that conducting this search using
including (a) activity-related indi- ent aspects of human resource only key word searching on the
cators (e.g., occupied beds), (b) management would include relat- PubMed database was insufficient
staffing-related indicators (e.g., job ed key concepts in the titles of to identify the report focus of each
satisfaction, absence, overtime, re- their scholarly articles. Since this journal article. As a result, the
tention, accidents or injuries, as- study used a public database of content analysis method was
saults on staff, vacancy rates, use nursing-related scholarship and employed to code the primary
of temporary staff), and (c) care- did not involve any human sub- human resource subject of each
related indicators (e.g., patient jects, the institutional human sub- reviewed article.
length of stay, readmission rates, ject review was waived. To develop a preliminary
mortality rates, urinary track in- typology, the titles of the most
fections, pneumonia, pressure Data Source recent 500 records were inde-
ulcers, cross infections, patient Targeted journals were select- pendently analyzed by each
satisfaction). ed from the journals included in author. Each record was then
It was assumed that human the 2005 Journal Citation Reports assigned a single code to capture
resource issues at the organiza- Social Science Edition or Science the primary focus of the article.
tional level (e.g., organizational Edition under the subject of nurs- The differences in code designa-
structure, strategic management, ing. The selection criteria for tar- tion between the two authors were
and culture) would have an influ- geted journals were that the publi- discussed until both authors
ence on human resource manage- cation has been available for at reached agreement. Then, both
ment practices and effectiveness. least 30 years and must start earli- authors finished reviewing the
Consequently, strategic manage- er than January 1, 1977. The start rest of the records based on the
ment in human resource practices year and country of publication of preliminary typology.
may resolve in different nursing each journal were obtained from Some additional codes were
care-related output. the PubMed journal database. The added in the process, and the pre-
three oldest journals meeting the liminary typology was revised.
Purpose of this Study selection criteria were chosen: The results of each author’s
For policy analyses at the gov- American Journal of Nursing review again were compared and
ernmental and organizational lev- (ISSN 0002-936X; published in discussed until agreement was

20 NURSING ECONOMIC$/January-February 2009/Vol. 27/No. 1


reached. The typology of these sponded to Donabedian’s (1966) ronmental level, the level of the
codes was reconciled at the end of structure, process, and outcome health care organization, and the
the analyses. Codes with a similar model. Each theme may be catego- interface between clinicians and
nature were grouped into themes. rized into more than one orienta- patients (Institute of Medicine,
Analyses. Content analyses on tion. 2006). Consequently, in compari-
the titles of the identified articles For example, Theme 1 (recruit- son, Theme 8 (productivity and
were conducted by both authors; ment and retention), Theme 2 (per- patient safety) was the most
the abstracts or the manuscripts of sonnel), and Theme 6 (work envi- reported human resource theme
these identified articles were ana- ronment) involve structure and with the highest number of
lyzed if needed. This study was process orientations. Theme 3 records. From 1993 to 2006, 216
not meant to conduct a meta- (staffing and scheduling), Theme (n=369; 58.5%) Theme 8 articles
analysis or an extensive review of 4 (work content and flow), and were published. During this same
the literature. Theme 5 (professional develop- period, 87 records (n=123; 70.7%)
Using content analyses, each ment) have a process orientation. on code 8.2 (medical errors, acci-
article was given a primary Theme 7 (occupational hazards dents, and incidents) were
numerical code. Microsoft Excel and staff safety) and Theme 8 (pro- obtained (see Table 2).
was used to enter the information ductivity: care quality and patient Individual human resource
abstracted from the reviewed arti- safety) engage both process and functions. Khatri and colleagues
cles. The entered data were ana- outcome orientations. In other (2006) claimed that in the 1990s,
lyzed with univariate statistics by words, human resource for hospi- strategic human resource issues in
journals, years, identified codes, tal nursing comprised not only the hospital started to surface. The
and themes. As a study limitation, organizational-level issues and current human resource systems
all types of articles included in management practices, but also still emphasized individual human
this study (e.g., original and dis- nursing care-related outputs. resource functions that have been
course articles) were treated as Productivity and patient safe- linked to delivering high-quality
equal. The concern whether all ty. According to the study find- patient care. However, according
these articles were of equal quali- ings, as early as 1993, there was a to the information presented in
ty was not addressed in this dramatic increase in reporting Table 2, Theme 1 (recruitment and
report. issues related to monitoring nurs- retention), Theme 2 (personnel),
ing care quality (code 8.1) and and Theme 5 (professional devel-
Results medical errors, accidents, and opment) did not show any obvi-
A total of 10,691 records were incidents (code 8.2). This can be a ous historical trends. One excep-
reviewed, resulting in 1,799 valid consequence of the Institute of tion was that nurses’ competen-
records (16.8%) that addressed Medicine’s promotion of the cies in evidence-based or research-
human resource issues for hospi- importance of health care service based practice (code 5.3) became a
tal nursing. In the years 1981, research, with an emphasis on trend since 1998 with a special
1992, 1994, from 1998 to 2001, patient outcomes, during this emphasis during 2004-2006.
and from 2003 to 2006, more than time. The issue of occupational haz-
60 human resource-related articles In 1996 the Institute of Medi- ards and diseases (code 7.1) has
were published per year. The cine launched a health care quali- been discussed sporadically over
developed typology included a ty initiative focused on assessing time. Since 1999, work safety
total of 30 human resource issues, and improving the nation’s quality (code 7.2) emerged as an impor-
which were further grouped into of care. From 1996 to 1998 the first tant issue. In comparison, nurses’
eight themes. The total number of phase focused on understanding mental health (code 7.3) was dis-
human resource-related records the scope of issues as one of over- cussed more frequently in the
for each of these eight themes is use, misuse, and underuse of 1980s. It is suggested that occupa-
presented in Table 1. Historical health care services. From 1999 to tional diseases and job-related
trends of these eight emerged 2001, the second phase of this ini- mental or physical health prob-
themes by year are shown in Table tiative targeted the demands on lems should be continuously
2. Figure 1 illustrates the trends by the health care system and called monitored as these problems may
themes and years. for related policy environment be linked to issues such as work-
transformations to close the gap ers’ compensation and nurse
Discussion between what is known to be good absenteeism. Promoting healthy
This study identified the his- quality care and what actually nurse workforces should be one of
torical human resource issues existed in practice. The current the priorities of individual human
related to hospital nursing in the phase, begun in 2002, focuses on resource functions.
past 30 years (1977-2006). The reforming three different overlap- Staffing, scheduling, work con-
identified eight themes corre- ping levels of the system: the envi- tent and flow. Theme 4 of work

NURSING ECONOMIC$/January-February 2009/Vol. 27/No. 1 21


Table 1.
Descriptive Information on the 30 Identified Human Resource Issues and Eight Themes
Total Records American
from the Three Journal of Nursing Nursing
Themes and Corresponding Issues Journals Nursing Outlook Research
1. Recruitment and Retention 150 86 50 14
1.1. Nursing shortage 47 23 24 7
1.2. General recruitment and selection 66 43 16 0
1.3. International recruitment and selection 13 9 4 7
1.4. Staff retention 24 11 6 0
2. Personnel 115 74 26 15
2.1. Staff orientation 4 2 2 0
2.2. Performance appraisal 24 6 7 11
2.3. Salary, benefits, and nonmonetary rewards 32 19 9 4
2.4. Promotion and clinical ladders 5 3 2 0
2.5. Disciplinary action and termination 9 9 0 0
2.6. Licensures and credentials 30 24 6 0
2.7. Nurses’ rightsa 11 11 0 0
3. Staffing and Scheduling 118 94 14 10
3.1. Staffing 84 64 13 7
3.2. Scheduling 34 30 1 3
4. Work Content and Flow 301 220 32 49
4.1. Work analysis and content 201 157 7 37
4.2. Interaction and partnership with physicians and other health 16 11 4 1
care providers
4.3. Workflow 84 52 21 11
5. Professional Development 249 139 70 40
5.1. General nursing competencies 102 54 26 22
5.2. Career development and growth 101 60 25 16
5.3. Evidence-based practice 46 25 19 2
6. Work Environment 243 112 83 48
6.1. Employers’ leadership and managerial skills 67 31 24 12
6.2. Working atmosphere and hospital facility 106 50 34 22
6.3. Gender issuesb 18 8 8 2
6.4. Diversity in nursingc 52 23 17 12
7. Occupational Hazards and Staff Safety 254 210 20 24
7.1. Occupational hazards and diseases 109 95 11 3
7.2. Workplace safety 82 76 3 3
7.3. Nurses’ mental health 54 33 5 16
7.4. Nurses’ physical health 9 6 1 2
8. Productivity: Care Quality and Patient Safety 369 281 41 47
8.1. Monitoring nursing care quality 100 72 3 25
8.2. Medical errors, accidents, and incidents 123 106 10 7
8.3. Professional ethics, dilemmas, and obligations 146 103 28 15
Number of Valid Records 1,799 1,216 336 247
NOTES:
a
For example, Family and Medical Leave Act, Americans with Disabilities Act, protected against discharge without cause, right
to work/HIV-positive nurses, right to be unionized, and right to strike.
b
For example, men in nursing.
c
For example, a culture-sensitive environment for nurses and patients.

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Table 2.
Descriptive Information on the Eight Identified Themes by Year
Frequency by Theme
1 2 3 4 5 6 7 8
Occupational
Recruitment Staffing and Work Content Professional Work Hazards and
Year and Retention Personnel Scheduling and Flow Development Environment Staff Safety Productivity
1977 0 4 0 7 8 3 4 8
1978 4 6 1 9 15 10 1 7
1979 3 4 3 14 15 10 5 3
1980 4 5 3 6 6 13 7 12
1981 7 6 4 8 7 11 6 17
1982 2 4 3 6 7 7 9 15
1983 8 4 4 5 2 6 8 9
1984 4 6 3 7 4 9 1 10
1985 5 4 0 10 5 5 7 8
1986 5 3 2 9 8 6 7 9
1987 2 1 1 11 8 6 5 11
1988 10 3 4 8 4 4 10 9
1989 8 7 2 6 3 13 5 14
1990 4 3 0 14 7 8 11 6
1991 4 1 2 11 3 6 4 4
1992 2 3 5 11 6 13 15 7
1993 3 1 2 12 4 10 9 12
1994 2 3 2 17 7 9 8 19
1995 5 2 0 9 6 4 4 13
1996 4 2 3 9 4 9 4 14
1997 4 2 4 9 5 11 5 15
1998 2 1 2 9 16 14 7 14
1999 5 8 5 7 8 9 9 17
2000 8 4 7 19 7 6 16 18
2001 3 5 9 6 14 4 11 15
2002 12 2 2 5 10 6 10 11
2003 10 5 9 21 9 4 12 18
2004 6 2 18 12 11 5 11 18
2005 6 2 10 11 17 8 28 21
2006 8 12 8 13 23 14 15 15
Total 150 115 118 301 249 243 254 369
NOTE: For each human resource theme, frequencies greater than 10 are in bold.

content and flow showed an sion has been growing within. Conclusions and Implications
emphasis over the past 30 years. It should also be noted that This study reviewed a total of
Compared to other human resource since 2000, staffing (code 3.1) has 10,691 records from three selected
issues, the issue of work analysis emerged as an important human nursing journals (American Journal
and content (code 4.1) was the resource issue. The global shortage of Nursing, Nursing Outlook, and
most reported human resource sub- of nurses and the increased empha- Nursing Research), which were
ject (n=201). This finding suggest- sis on patient safety may have con- published from 1977 to 2006. This
ed that nurses’ functions have been tributed to this trend, such as link- review acquired 1,799 valid
expanded, and the importance of ing skill mix and nurse-patient records that addressed human
nurses’ roles in hospital care teams ratios to patient safety and clinical resource issues related to hospital
has been gradually clarified over outcomes. nursing. Despite the fact that the
the past 30 years. These phenome- nursing profession has been grow-
na showed that the nursing profes- ing, human resource issues have

NURSING ECONOMIC$/January-February 2009/Vol. 27/No. 1 23


Figure 1.
Trends by Theme and Year

30

25 Recruitment

Personnel
20
Staffing
Frequency

15 Work Content

Professional Development
10
Work Environment

Staff Safety
5

Productivity
0
1997 1981 1985 1989 1993 1997 2001 2005
1979 1983 1987 1991 1995 1999 2003
Year

not changed in a dramatically sig- organizational-level strategic plan- cost (e.g., cost related to recruit-
nificant way in the past 30 years. ning is a must. Nursing leaders in ment, retention and on-job staff
In practice, organizational/ hospitals must work closely with training, nurse managers’ time in
structural-level human resource hospital leaders in laying out monitoring work performance and
policies would have an influence human resource policies for nurs- care quality) and (c) hidden cost
on human resource practices and ing services, for the goals of pro- (e.g., risk managers’ time to deal
effectiveness for nursing services. moting a safe care environment for with adverse events related to
These organizational-level matters patients and a safe practice envi- nurses’ physical and mental
are usually uncontrollable by ronment for nursing staff. health), as associated with human
nursing executives and clinical Nursing leaders and managers resources in hospital nursing.
nurses (e.g., pay scales and should strategize with an aim to Since human resource policies
cost containment-related strategic sustain a balanced nursing work- often require cost-benefit analyses
management). The effectiveness of force with both short-term and to rationalize its possible impact,
human resource practices may long-term plans. For example, for consequently, cost-benefit analy-
consequently resolve in different an acute hospital, a nurse turnover ses should be conducted for both
care-related outputs. These out- rate of 10% to 15% may be reason- short-term and long-term plans.
puts may feed back to the organi- able (this estimate may vary For example, it is essential to
zational-level decisions related to depending on the nurse market in conduct a review on the nurse
human resource allocation. the local and national levels) and managers’ and clinical nurse spe-
As a result, it is suggested that helpful to maintain a productive cialists’ job descriptions and task
human resource management for workforce. It would be essential priorities for, such as, every 6
hospital nursing should no longer for nursing leaders and mangers to years. If a modification on the
emphasize only individual human work with health care economists nurse specialists’ job description
resource functions. A macro ap- and accountants to calculate and is needed, a cost-benefit analysis
proach to human resource man- justify (a) the direct cost (e.g., on this change and its impact on
agement with an emphasis on nurses’ pay scales), (b) indirect care quality would be required. It

24 NURSING ECONOMIC$/January-February 2009/Vol. 27/No. 1


is also essential for nursing lead- nursing management journals as
ers and managers to take into con- data sources to validate the devel-
sideration the factors related to the oped typology, even if the time
economy in the local and national frame must be different. For fore-
levels (e.g., the demand and sup- casting future human resource
ply of nurses in the local area). issues, learning from the past (e.g.,
As another example, technol- historical trends of scholarship)
ogy may or may not be the answer and observing the present are both
to most of the current human critical to project future practice
resource and nursing workforce- environments correctly. $
related challenges. For instance,
adopting the informatics system of REFERENCES
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ment ambulatory and inpatient quality of care: Cross national find-
nursing services may seem to be ings. Nursing Outlook, 50(5), 187-194.
an excellent solution and strategy American Nurses Credentialing Center.
(2007a). Forces of Magnetism.
that may lead to better patient out- Retrieved December 29, 2007, from
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managers to consider in advance Magnetism.aspx
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(2007b). Goals of the Magnet program.
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respectively and as a whole (see www.nursecredentialing.org/Magnet/
Table 1). ProgramOverview/GoalsoftheMagnet
In summary, nursing leaders Program.aspx
American Nurses Credentialing Center.
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After adopting a selected plan or gram. Retrieved December 29, 2007,
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small as an added paper or elec- 29, 2007, from http://www.nursecre-
tronic-document for nurses to fill dentialing.org/Homepage/MagnetRec
ognitionProgram/WhatisMagnet.aspx
out. If this document is needed, Buchan, J. (2004). What difference does
we should also ask: Can this form (“good”) HRM make? [Electronic ver-
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For future research, it is recom-
mended repeating this study using

NURSING ECONOMIC$/January-February 2009/Vol. 27/No. 1 25


Reproduced with permission of the copyright owner. Further reproduction prohibited without permission.

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