doi: 10.1111/1748-8583.12069
Training is widely believed to have the potential to improve key workplace outcomes such as the in-role
behaviours and organisational citizenship of employees. However, this article argues that match of actual
training provision to requirements leads to the greatest possible improvement in key behaviours, an
assertion that lacks prior validation. Undertraining relative to requirements would typically be associated
with lower behavioural gain, or even negative behaviours. Overtraining may have both positive and
negative implications; however, this article argues that on aggregate excess training will be associated
with worse outcomes compared with match. An analysis of 699 matched employee–manager dyads
supports the assertion that match is associated with the best relative levels of key workplace behaviours,
and associates either undertraining or overtraining with degradation in outcomes. This research
highlights the importance of training needs analysis and encourages active management of trained
workers to match work to skills.
Contact: Gregory John Lee, Wits Business School, University of the Witwatersrand, #2 St
David’s Place Parkwood, Johannesburg 2000, South Africa. Email: gregory.lee@wits.ac.za
Keywords: training; employee performance; overtraining; overqualification; undertraining;
difference score regressions
INTRODUCTION
E
mployee training, defined here as ‘instruction intended to improve performance or
support learning of a specific level of knowledge and skill required to perform some
aspect of a job or task’ (Spector et al., 2013: 963), is one of the pillars of HRM. This is
especially because of the potential for training to raise individual and firm performance
through improvements in key workplace behaviours (Bartel, 1994, 2000; Bishop, 1994; Huselid,
1995; Black and Lynch, 1996; Blundell et al., 1999; Jones et al., 2012; Lee, 2012).
However, training is unlikely to be universally effective. For a given person, task set and
environment, there may exist optimal levels, types and qualities of training, a view underlining
the focus of the instructional design process approach to planning training (e.g. Tannenbaum
and Yukl, 1992; Taylor et al., 1998). This article argues that matching training provision to job
and person requirements optimises employee behavioural responses, an assertion that, while
deceptively intuitive, lacks much prior validation and theoretical development.
In addition, the article investigates the relative behavioural effects of ‘undertraining’ or
‘overtraining’ in relation to requirements. Undertraining refers to a situation in which firms
provide inadequate quantity or quality of training in contrast to that required by an employee
to perform his/her job adequately, whereas overtraining refers to an opposing situation in
which firms provide more training than is required.
Unfortunately, little direct evidence or even theory exists regarding associations between
training match/mismatch and key employee behaviours such as in-role behaviours (IRB;
enactment of core behaviours required on the job), organisational citizenship (helpful
workplace behaviours that exceed the job’s strict role ambit) and negative behaviours
Various areas of theory provide bases for effects of match or mismatch of training provision to
requirements. These include economic, cognitive, psychological and sociological foundations.
demands of the job and the knowledge, skills and abilities (the demands–abilities hypothesis;
Edwards, 1991) facilitates task enactment. Appropriate training by definition narrows
ability–demands gaps, therefore potentially improving task-related behaviours and
performance. With regard to mismatch, person–job fit theory would suggest cognitive strain
and therefore negative effects from undertraining as abilities do not meet demands.
The effects of overtraining may be more debatable. On the one hand, higher skills and
knowledge of the overtrained may help them outperform peers in key behaviours (Liu and
Wang, 2012: 13). However, limited cognitive resources may dictate an appropriate level
and depth of cognitive transfer and utilisation that, if exceeded, may overwhelm the capabilities
of the trainee. Overtraining may therefore also cause cognitive strain and potentially stress or
even burnout, as proposed by theories such as the vitamin model of stress (Warr, 1987).
However, there are also contradictory arguments suggesting that overtraining may have
negative psychological effects. This area may possibly draw some lessons from
overqualification literature. Overtraining is certainly a more localised and distinct construct
than overqualification. However, theorists such as Kalleberg (2008) have suggested overlaps
between the two. Training adds to qualifications, and it might be argued that job-specific
training may have more powerful relevance as a qualification than the more distal educational
elements usually considered, perhaps adding even quicker to a potential overqualification
situation (for instance, immediate and job-relevant training may make a person promotable
faster than more drawn-out and general diplomas or degrees). In this regard, then, substantial
research has suggested that overqualification may damage job attitudes including job or career
satisfaction (Lee, 2005; Maynard et al., 2006; Verhaest and Omey, 2006; Erdogan and Bauer, 2009;
McKee-Ryan et al., 2009; Peirò et al., 2010; Maynard and Parfyonova, 2013), cynicism (Luksyte
et al., 2011) and others. Stress and other health variables may also suffer from overqualification
(Johnson and Johnson, 1996; Johnson et al., 2002). Researchers have suggested several reasons
(e.g. Erdogan et al., 2011; Liu and Wang, 2012), notably citing deprivation theory (Crosby, 1976)
because employees overqualified for a particular job may develop a sense that they now
deserve better jobs or inducements as a result of their higher skills level. Remaining in the
current job may then lead to sense of deprivation, stimulating negative attitudes and stress.
This theoretical basis may extend to overtraining.
Finally, more general and long-standing theories may apply. One example is cognitive
dissonance (Festinger, 1957), which argues that discrepancies, even with seemingly positive
outcomes, may engender negative psychological responses (e.g. Elliot and Devine, 1994).
Sociological theories
Theories regarding various levels of societal interaction may also apply. The often-applied
equity theory (Adams, 1963) argues that individuals attempt to equalise their ratios of inputs
(such as training) and outputs (such as performance) to those of referent others such as
employees in similar levels, jobs elsewhere and the like. Underprovision may lead to attempts
to adjust outputs downwards, including issues measured later in this article such as completion
of role duties and assisting supervisors with work when not asked. Equity theory also argues
for distress in the case of overprovision, partly because overtraining would potentially place the
individually in a sociologically distant position relative to peers, potentially also negatively
impacting citizenship behaviours directed at the firm or supervisor as reflected in the study.
In the case of overtraining, overqualification theory also may point to the possible creation
of work–life conflict, largely because individuals experiencing negative psychological reactions
as discussed earlier may carry such negativity to their personal lives (e.g. Culbertson et al., 2011;
Feldman, 1996). In the case of undertraining, we may speculate that stress from inadequate
preparation for work tasks may also carry over to personal lives with negative effects. The
earlier theory regarding resource creation, discussed under cognitive gain, may apply. Negative
work–life conflict may undermine employee outputs.
HYPOTHESES
The above foundations of match and mismatch in training suggest three hypotheses. First,
theory seems to predict almost ubiquitous negative economic, cognitive, psychological and
sociological effects of undertraining. Therefore:
Hypothesis 1: There is a negative association between undertraining and key employee
behaviours.
Given the prior discussion, the relative implications of training match versus overtraining are
more debatable. Economic, cognitive and sociological theory seemingly suggest that a match of
training provision to requirements would lead to improvements in key employee behaviours,
with overtraining leading to declines off this optimal point. Attitudinal literature, on the other
hand, may provide some limited argument for positive psychological effects of overtraining.
However, the bulk of the psychological literature and evidence suggests negative net
psychological effects. In addition, because attitudinal and other psychological effects are
arguably more removed from more objective behaviours than the other considerations, this
article argues for a net negative hypothesis on overtraining. Therefore:
Hypothesis 2: A match between training requirements and provision is associated with the
highest levels of positive employee behaviours.
RESEARCH METHODOLOGY
This study employs matched employee–manager data from two electronically administered
surveys. A first survey gathers data from organisational employees based on the sampling
method described below, requesting data on a wide range of training and other inputs including
analyses of actual amount of training given and how much training the employee believes to
have been required to adequately skill him or her for the job. A second survey gathers data from
each employee’s direct manager, primarily ascertaining key performance-related behavioural
ratings of the subordinate. The aim of the current study is to focus on the perceptual gap
between actual and ‘required’ training, and to investigate whether and how such gaps seemingly
associate with manager ratings of employee behaviours.
The dyadic nature of this study provides a relatively strong design that helps to minimise
common method bias by virtue of separated sources for predictor and criteria variables
(Podsakoff et al., 2003), also fulfilling Guest’s (2011) suggestion that multisource data are
desirable for HRM research. The following sections describe further aspects of this research.
respectively. In addition 47 per cent and 39 per cent of employees and managers respectively
are female, 26 per cent of managers and 47 per cent of employees and managers, respectively,
have no higher than high school education while 26 per cent of employees and 47 per cent of
managers have postgraduate education. The most represented industries compared with
national percentage of gross domestic product (Statistics South Africa, 2013) are mining and
quarrying (4 per cent vs 6 per cent nationally), manufacturing (21 per cent vs 17 per cent),
utilities (2 per cent vs 2 per cent), construction (6 per cent vs 4 per cent), wholesale and retail
trade, hotels and restaurants (9 per cent vs 13 per cent), transport, storage and communication
(5 per cent vs 10 per cent), finance, real estate and business services (28 per cent vs 24 per cent),
general government services (13 per cent vs 15 per cent), and personal services (12 per cent vs
6 per cent). This is fairly representative of the South African economy, and sample weighting
is not applied as wider generalisability of results than the local economy are anticipated.
Measures
The surveys include the following measures. Table 1 gives wording and averages for all
measures.
Key behavioural outcomes This research uses multifaceted key behaviour scales. The three
major dimensions include IRB, which encompass core job task enactment, CWB encompassing
negative actions such as deliberate time wasting and OCBs encompassing positive extra-role
behaviours. This article will disaggregate these performance outcomes to study each separately,
adding further value.
To assess these, managers provided appraisals of their employee using the measures from
Williams and Anderson (1991), measured on a 0–100-point slider scale beneath five-point anchors
from always to never. This scale includes 5 positive IRB items, 5 negative items corresponding
to CWB and 11 items measuring organisational citizenship. Furthermore, the citizenship items
were originally split into seven organisation-focused (sample item is ‘Conserves and protects
organisational property’) and four individual-focused items (e.g. ‘Takes time to consider
co-workers’ problems and worries’), although as seen later I do not follow this distinction.
Perceived required versus actual training The survey asks employees for data on the amount
of training they feel they required since starting the job in order to do the current job well
(‘Please indicate on the scale below how much training you felt you should have received in
order to do your current job well’). In order to minimise subjectivity and arbitrary answer scale
issues, the chosen approach to an answer scale is to provide a specific anchored scale including
the points ‘None – I came in fully trained’, ‘Some limited amounts of training’, ‘A moderate
amount of training’ and ‘A lot of training’. Similarly, the actual training question (‘Please
indicate on the scale below how much training you felt you have in fact received’) has the
answer scale ‘None’, ‘Some limited amounts of training’, ‘A moderate amount of training’ and
‘A lot of training’. In addition, I measure actual hours of training received on average per week.
Because hours of training have different meanings across industries and jobs, the research uses
the perceptual scale as the primary basis for comparison; the following section, however,
provides a limited validation test of the perceptual scale against actual job training hours
reported. Erdogan et al. (2011) argue that perceptual measures are best for such research, and
Guest (2011) highlights the desirability of perceptual measures in HRM research.
Job readiness A single item asks employees the extent to which they felt their knowledge,
skills and abilities made them ready for the job at the time they started, on a 0–100-point
Variable M
In-role behaviours
Adequately completes assigned duties 80.6
Fulfils responsibilities specified in job description 80.7
Performs tasks that are expected of him/her 82.0
Meets formal performance requirements of the job 81.1
Engages in activities that will directly affect his/her performance evaluation 75.3
Organisational citizenship behaviours (OCB)
Helps others who have been absent 69.3
Helps others who have heavy workloads 69.5
Assists supervisor with his/her work (when not asked) 65.1
Takes time to consider co-workers’ problems and worries 63.8
Goes out of way to help new employees 68.3
Takes personal interest in other employees 66.6
Passes along information to co-workers 73.7
Attendance at work is above the norm 79.6
Gives advance notice when unable to come to work 81.4
Conserves and protects organisational property 80.6
Adheres to informal rules to maintain order 75.4
Training
Required training 2.8
Actual training 2.6
Counterproductive workplace behaviours
Neglects aspects of the job that he/she is not obliged to perform 34.8
Fails to perform essential duties 29.0
Takes undeserved work breaks 30.0
Great deal of time spent with personal phone conversations 30.6
Complains about insignificant things at work 31.7
Training satisfaction
Overall, I have enjoyed training sessions I have had since I joined this job. 71.5
I am satisfied with my level of learning from the training sessions I have had since 72.3
joining this job.
The training sessions I have had since starting the job have met my expectations. 73.8
Controls
Age 32.9
Tenure 64.1
Gender (male = 1) 0.5
Education (graduate or higher = 1) 0.5
No. of dependents 2.7
Job readiness: Consider when you first entered this job. Please indicate how complete you 63.0
feel your set of knowledge, skills and abilities were at that time for the requirements
of the job.
semantic differential sliding scale from poor to excellent. This may help control for the joining
status of the employee as opposed to the training they experienced on the job.
Training satisfaction I use the three item scale from Marler et al. (2006), on a 0–100 slider scale
anchored with five points from strongly disagree to strongly agree.
Demographic controls The survey also measures age, tenure, gender, highest level of
education, marital status and number of dependents, which comprise control variables. Age,
tenure and education may help control for non-training-related accumulation of human capital.
Marital status and number of dependents may affect performance, career aspirations and the
potential for work–family conflict which, as discussed previously, may explain some effects.
Analytical techniques
The core predictor of job behaviour in this study is the difference between actual and required
training. There are various approaches to such data. The more simple approaches treat the
difference as one variable. In this approach, there are furthermore two approaches. Using the
raw difference (in this case, making the predictor variable Difference = Actual Score – Required
Score) implies a model where the behavioural outcome would be maximised at one extreme
(say overtraining) with increasingly lower scores occurring on the behavioural outcome as the
difference moves away from this extreme (e.g. towards more undertraining). In such a model,
match between actual and required training would imply middling behaviours, not a
maximum.
M SD 1 2 3 4 5 6 7 8 9 10
Notes: Correlations for demographics available on request. Where applicable, Cronbach alphas in parentheses on diagonal.
*** p < 0.01, ** p < 0.05, * p < 0.10.
IRB, in-role behaviours; OCB, organisational citizenship behaviour; CWB, counterproductive workplace behaviours; M, mean; SD, standard deviation.
The second of the simple difference score approaches allows the behavioural outcome to be
maximised or minimised at match between actual and required training. In such models,
increasing undertraining or overtraining leads to increasingly good or bad behavioural
outcomes. This is achieved by simply taking the absolute value or square of the raw difference
above.
A varied third set of approaches allows various more complex unconstrained approaches
treating actual and required levels differently in various ways (e.g. simply entering them as
separate variables). Edwards (1993, 2002) discusses these more complex models in detail.
The hypotheses in this article do suggest the match is optimal and that increasing
undertraining or overtraining will potentially lead to increasingly poor behaviours. This
suggests models using either absolute or squared values of the raw difference between actual
and required training as a predictor of employee performance. However, I compare these
expected models with all other models suggested by Edwards (1993, 2002), paralleling Fine and
Nevo’s (2011) suggestions for non-linear research in this particular area of skills study.
The following section describes the results of the tests. These include correlational analysis
and the difference score regression analyses.
RESULTS
Table 2 shows descriptive statistics and correlations for the major study variables. There are
modest, statistically significant evidence of correlation between the core training variables,
including various forms of differences (algebraic, absolute and squared), and behavioural
outcomes. Algebraic differences (Required – Actual Training) has practically negligible
correlations with behaviours, while absolute and squared differences have higher, significant,
but still modest bivariate correlations with IRB (r = −0.16 and −0.15, p < 0.001, respectively) and
with OCB (r = −0.13, p < 0.001). Regressions will allow for partial effects and more complex
models.
As discussed in the methodology, the focus of the research is on difference score regressions.
I run all models on the factor scores derived from the CFA.
The first step requires comparison of all possible alternative difference models (as discussed
in the analytical section above, the model using the raw difference where match is not optimal,
the absolute or squared raw difference allowing match to be optimal, and the more complex
models treating actual and required training as separate, totalling 10 regression models in total).
To conserve space, comparisons of fit for the 40 different regressions this entails are available
on request and not included here. Comparisons of models for IRB and organisational
citizenship suggest superiority for the constrained absolute differences model (R2 = 0.28, 0.29
respectively and all information criteria lowest for the constrained absolute model, suggesting
that the absolute difference variable adds significantly to model fit). The model for CWB is
weaker in overall fit but still favours the constrained absolute model over the base model
(R2 = 0.06, all information criteria but one favouring this model).
Table 3 shows the specific parameters and graphical representation of the constrained
absolute difference models on the various dimensions of employee behaviour. As seen in
Table 3, the coefficient of the absolute differences variable on IRB is negative and modest in size
(β = −0.13, p < 0.01), and suggests that positive IRB decline with either underprovision or
overprovision in training. The model for organisation citizenship has similar results (β = −0.12,
p < 0.01). The first panel of Figure 1 represents the shape of the relationship for IRB and
citizenship.
Notes: β = standardised parameters. OCB here refers to organisation-focused citizenship. Regressions conducted on
factor scores derived from the confirmatory factor analysis (CFA). Dummies: Reference categories are female for
gender, pre-university for education, non-single for marital status.
*** p < 0.01, ** p < 0.05, * p < 0.10.
IRB, in-role behaviours; OCB, organizational citizenship behaviour; CWB, counterproductive workplace behaviours.
Counterproducve
Undertraining <- Match -> Overtraining Undertraining <- Match -> Overtraining
Finally, Table 3 and the second panel of Figure 1 show the results for CWB. The absolute
difference coefficient (β = 0.10, p < 0.05) is analogous in size to the prior results. As expected, the
positive coefficient associates lowest CWB with matched training and requirements, and that
increasing mismatch is associated with higher CWB.
Despite the CFA having grouped all citizenship items into one factor, a further set of
regressions were run for organisation-focused and individual-focused citizenship as originally
conceived by Williams and Anderson (1991). The organisation-focused citizenship
subdimension has main results almost identical in magnitude to those of the overall OCB factor,
while training match/mismatch has no association with individual-focused citizenship. The
next sections discuss this finding further.
The above findings provide support for all three hypotheses because under controlled
conditions match is associated with better behaviours than either underprovision or
overprovision.
0.02
0.01
–0.01
–0.02
–0.03
–0.04
–0.05
Match Difference = 1 Difference = 2 Difference = 3
IRB OCB CWB
ANOVA Fs
IRB = 4.25*** OCB = 3.41*** CWB = 3.11***
Match has significantly higher performance than all levels of under or overtraining
(except Difference = 2 in the CWB model)
The absolute difference model does have the downside of reducing the training
match/mismatch data to only four levels, which may suppress coefficient size and power. As
noted by an anonymous reviewer, further tests are desirable to confirm findings. I also run
generalised linear analysis of covariance models with the same covariates as used in the
ordinary least squares regressions, and with the levels of the absolute differences used as a focal
factor. Figure 2 shows the graphical results of this means-based analysis, depicting LS adjusted
means. Here we can see that match between required and actual training leads to the best
outcomes, with mostly steady declines in behavioural outcomes as increasing mismatch occurs.
The differences in means are statistically significant for all three outcomes (F = 4.18, 3.85 and
3.14 for IRB, citizenship and CWB respectively, p < 0.01 in all cases). Match is statistically
significantly superior in outcomes to all levels of mismatch in every comparison but one as
indicated in Figure 2.
DISCUSSION
This research makes several unique and valuable contributions, including a focus on training
rather than general qualification (which is of specific value to post-hire human resource
decisions), a focus on multiple dimensions of key employee behaviours whereas prior research
has tended to focus on isolated elements, and incorporation of a full range of difference score
analyses, which for the first time explicitly test the relative behavioural effects of match versus
mismatch between training requirements and provision.
The results support all three hypotheses, namely that a match between actual and required
job training may be associated with improved workplace behaviours and that increasing
mismatch is associated with increasingly worse outcomes, whether the direction of the
discrepancy is undertraining or overtraining. This relationship seemingly exists for three key
dimensions of employee behaviour, namely in-role organisational behaviours, organisational
citizenship and CWB. Effect sizes are modest but in line with prior findings and in each of these
cases add significantly to model fit.
Negative associations between undertraining and key behaviours were expected based on
many areas of theory. Employees who lack the requisite skills for their jobs may suffer from job
CONCLUSION
The training data have certain limitations. The relatively low number of measurement levels
in the training data creates possible power and range issues. Although ameliorated by a
comparison of means approach here, multi-item scales with greater numbers of measurement
levels may add to future research. Secondly, as noted by a reviewer, the training measures focus
more on quantity than quality. The research controls for perceived quality through the
satisfaction, but future research could build quality directly into the match/mismatch measure.
A wide range of proposed moderators and mediators may influence these relationships (e.g.
Erdogan et al., 2011; Liu and Wang, 2012) that this article could not test due to the already large
number of analytical comparisons. As noted by an anonymous reviewer, many variables may
affect the kind of behavioural outcomes and processes measured here, including work design
issues such as teamwork as well psychological variables other than satisfaction issues. Future
studies that incorporate these would control for more behavioural antecedents.
This research only focuses on individual behaviours. Many organisations also pay
substantial attention to group processes, which the current research addresses partly through
items in the OCB scales. However, more deliberate measures of entire teams in the context of
training mismatch may be a route for future investigation (Liu and Wang, 2012).
Ultimately, this article may help to add greater specificity and depth to training literature.
Hopefully, such contributions may stimulate training studies that take into account the
wide-ranging tradition of match-type thinking.
Acknowledgement
This article is based on work supported financially by the National Research Foundation of
South Africa.
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