Upload
dwight-liggins
View
223
Download
3
Tags:
Embed Size (px)
Citation preview
Electronic Staff Record (ESR)
Trudy Wagstaff Gordon Pearce
Yorkshire and Humber ESR Operations and Benefits Team
ESR – The Complete Solution
ESR Core Solution
Recruitment
App. Quick Entry
App. Management
Mass Interview
Core HR
Inter-Authority Transfers
Employee administration(New Hire –Changes -Termination)
Employee Relations
Work Structures [Organisation, Location, Department, Position]
Local Reporting
Payroll
Processing
Data Capture
Absence
Pensions
Travel & Expenses
Security (URPs, Local Systems Administration)
Data Warehouse - Central ReportingData Warehouse - Central Reporting
Underpinned by ESR National Business ProcessesUnderpinned by ESR National Business Processes
Self Service (Manager, Supervisor, Administrator & Employee)
Standard InterfacesBACS
E-KSF
E-Recruitment
General Ledger
Inland Revenue
NHS Pensions AgencyDeanery
E-Learning Content via OLMGMC
Optional InterfacesOccupational Health
Time & Attendance
Planned InterfacesNHS Mail
Occupational Health Smart Card
Registration Authority
Standard InterfacesBACS
E-KSF
E-Recruitment
General Ledger
Inland Revenue
NHS Pensions AgencyDeanery
E-Learning Content via OLMGMC
Optional InterfacesOccupational Health
Time & Attendance
Planned InterfacesNHS Mail
Occupational Health Smart Card
Registration Authority
Learning Administration
(OLM)
& E-Learning
Talent Management
ESR Core Implementation Consolidation Phase 3 months ESR Benefits Realisation Programme
ESR Ongoing Implementation
Increasing benefits & exploitationESR Go Live RA 5 initial assessment
ESR Implementation Approach
Standard Go Live Footprint
• Payroll• Core HR• Recruitment• Absence Management• Workstructures • Local reporting• Interfaces to BACS, IR,
GL, Pensions Agency
Consolidation & RA 5
• Finalise Process & Procedures• Full end to end process• End User Roll Out Core Modules• Operational & Management Reporting• Documentation in place• Reassess vision• Review of benefits / BR planning• Inter Authority Transfers• Payroll consolidation inc Retro Pay• Interfaces operational e.g. Pensions
Agency and E-Recruitment
BR Programme
• Completion of RA5• OLM & Talent Management• Employee Relations• Manager Self Service /
Administrator Self Service• Employee Self Service• Enhanced Management
Reporting• Interfaces e.g. TAR• Service Delivery Solutions
Interfaces
Time and Attendance and
Rostering (TAR)
TAR Interface Features
• Generic Inbound Time & Attendance – enabling third party systems to update ESR with elements to be paid such as travel and subsistence.
• Generic Inbound Absence – allowing third party systems to update ESR with details of absence.
• Generic outbound – enabling the passage of details regarding new joiners, leavers and personal details from ESR to third party systems.
ESR and TAR Importance of TAR and ESR
• Increased accuracy
• Greater efficiency
• EWTD compliance
• Enables the achievement of IWL standards
• Improves staffing level/mix match to demands
• Increases morale and employee empowerment
Providers • There are a number of TAR providers who are
able to interface successfully with ESR.
• Yorkshire and Humber SHA recently completed a procurement exercise to select TAR preferred suppliers that Trusts could use at a preferential rate.
eKSF Interface
Data Exchange• ESR
- Master system for all details about an individuals employment – for example their name, pay band and pay point, department, equal opps monitoring information.
• eKSF
- Master system for recording KSF reviews, recording gateway outcomes and personal development plan. eKSF is also the master system for creating and managing KSF post outlines.
ESR/eKSF Interface
ESR stores data about all
employees.
The master system for staff
employment data
New starters, changes to personal /
employment information, and
leavers are maintained in
ESR
Weekly Transfer
Gateway outcomes recorded in e-KSF used to trigger any pay deferrals in ESR.Pay increments take place automatically unless there is a specific request for the increment to be held
Review dates, type, & summary of dimensions & levels are passed back automatically to ESR
Post outlines managed in e-KSF
Outlines associated with staff, reviewers assigned
to staff
Reviews stored and gateway progress
captured
Personal Development Plans
Evaluation of learning and application of
knowledge and skills
Purpose of Interface
• To enable employee records to be populated accurately on both systems
• To save time and resource by reducing duplication of input
• To allow Gateway outcome data to be passed to ESR for pay purposes
Other Interfaces
General Medical Council• Trusts notified daily of changes to Doctors
Registration Status
Deanery• Bi-directional interface for recruitment and
updates between ESR and Deaneries.
National Learning Management System (NLMS)
elearning - Key Facts• OLM / ESR functionality upgraded May 2008 to include
elearning
• Pilot project completed June – August 2008; thereafter available across the NHS
• National Content is automatically added & maintained in all OLM catalogues
• All key national content providers signed up to provide material via ESR
• Course content can be accessed on site and remotely
• Local content can be delivered via OLM
• Full OLM deployment not necessary for elearning
The National LMS Solution• Employee portable training record updated• Provided at no cost to NHS organisations• Utilises extended ESR OLM module• Integrated with core ESR solution• Ensures security of ESR core application• Enables remote access to elearning content• Link elearning completed to employee ESR
training & competence record• Scope: elearning will be available to all
employees with a staff record on ESR
elearning Architecture
ESRElearning
functionality
Remote access elearning users
Key Points:
i.All elearning activity takes place on elearning server
ii.Interface ensures training history in ESR is updated with elearning completed
iii.Architecture safeguards employee data in core ESR application
iv.Remote access users can only access content on internet facing servers
N3 Environment(at work access)
ESR Core Application
Elearning content
server(s)
Elearning content
server(s)
elearning users accessing at
work
Interface
Future Interface Developments
Registration Partnership Project• Integration of business processes between HR &
RA functions• Enable login to ESR with NHS Care Records
Service (CRS) Smartcard• Development of a bi-directional interface to allow
real-time interrogation and updates of NHS CRS person based user information by ESR
• Pilots commenced with NHS Organisations January 2009
• Large benefits for efficiency and Information Governance
AssignmentsLink of person to positions via one or
more assignments
PositionsManaged by Workstructures Administrator
Can select:ü Matching UIM position from picklistü Add worklists to ESR organisation unitü Add RA sponsor to ESR organisation unit
E S RS
ma
rtca
rd e
na
ble
d s
ys
tem
s
SUDSpine User Directory
CMSCard Management System
UIMUser Identity Management
ü Position Management to define access control profiles
ü Request Management via worklists agents & sponsors
ü Management of Terms and Conditions
App
rova
l of c
hang
es in
wor
k lis
ts u
pdat
es S
UD
/CM
S r
ecor
ds &
acc
ess
prof
ile
EmployeesManaged by HR Managers / Admins
PositionsManaged by Workstructures Administrator
ESR login Smartcard enabled
Access Control Positions defined in UIM generate pick list in ESR
Worklists in UIM generate pick list to attach to org units in ESR
EmployeesManaged by HR Managers / Admins
ü e-GIF Auth flag set to ‘Authenticated’ if all id checks confirmed
ü Identity checks managedü UUID added to employee record
CRS
RA Work Bench Portal for RA Agents to manage
authentication of ESR employees against CRS
ESR Workstructures Setup:NACS Code – top level of hierarchyAttach RA SponsorsAttach UIM WorklistsLink of Access Control Position to ESR position – all employees
with assignments to that position inherit access rights
Look up employees on CRS (SUD) returns list of possible matches to RA Workbench
Match not found on SUD
Create user option – updates request to add user on relevant worklist
Match found & selection pulls in the UUID.
UIM User adds new SUD entry and generates Smartcard, RA Workbench updated
Assignment Triggers: Terminations, Long Term absence, Position Change etc
UU
ID a
dd
ed t
o
emp
loye
e r
eco
rd
Worklists (action queues in UIM which allow users to track and progress & approve changes) are used to manage workflow
and apply changes to CRSPersonal detail changes generate updates
needing approval on UIM work lists
• NHS Mail– Provide updates of new joiners, leavers
and role changes from ESR to NHS Mail– NHS Mail pass newly registered email
addresses back to ESR
• Professional Registration Bodies– Intention to interface with other bodies
in addition to GMC