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ESR:  the WHOLE story. Liz Seed, HR Manager, Systems & Information Calderstones Partnership NHS Foundation Trust [email protected] 01254 821660. Medium Secure Learning Disability Trust

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Esr the whole story

ESR:  the WHOLE story

Liz Seed, HR Manager, Systems & Information

Calderstones Partnership NHS Foundation Trust

[email protected]

01254 821660

Medium Secure Learning Disability Trust

On-site and off-site locations over a wide geographical area – Ribble Valley, Manchester, Lancaster

Host to ELFS – payroll provider

1500 employees – 40% based offsite

ESR “go-live” February 2007 – HR, Payroll, Recruitment

In the beginning
In the beginning

Recruitment – centralised HR team already using NHS Jobs, ESR improved efficiency, single data entry, “date track” facility

IAT – one of the 1st Trusts to utilise this function

Data Quality – data audit, CRB input, quality reports, NHS Central Team for uploads

Reasons for Sickness Absence – an area for development

Establishment Control & Workstructures – funded establishment versus actual, electronic forms

Adding on olm
Adding on - OLM

OLM – main benefit is allowing staff/managers to book courses directly via Self Service

Back history of data – 12 months of mandatory training data to inform the dashboard

Competencies – set at specific levels, mandatory training only at this stage

Adding on self service
Adding on – Self Service

Manager v Supervisor –all main processes managed by HR already, absence function not required, “trust issue”

Supervisor Hierarchies –Band 6 onsite, Band 4/5 in smaller teams, maintenance of supervisors via weekly reports

Systems Admin –URP’s, maintaining passwords

Smartcards –managed by HR

Guide to Self Service

Training and communication
Training and Communication

Classroom based training for SSS

One to one “mop up” sessions

ESS live from June 2010 – team briefed, global e-mail, HR newsletter

All training material on Intranet – user guides, PowerPoint demonstrations, captivate sessions

Standardized e-mail - includes username / password / PIN, links to training material, supervisor details

Guide to Self Service

Follow up
Follow up

Not mandatory but you won’t be able to book a course any other way!

Reports – Litigation Authority report, Employee Status

NLMS – available to all however limited requirement due to specialist nature of the Trust

URP lockdown – all apart from e-learning, Smartcards as requested, shortage of omnikeys!


  • UIM/ESR – combines HR/RA duties, PBAC, staff only using ESR so straightforward

  • e-rostering – SMART, use Smartcard, still in project stage

  • GMC/NMC – real time data changes

  • e-expenses – managed by Payroll, bi-directional interface with ESR

  • e-ksf – viable for staff appraisals