FTE Mass Update Process Overview

NHS Interface Team

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Process Overview

• The Mass FTE update process is a facility to populate the FTE values against the Position in ESR

• There are 5 main steps to the process– Log a service request (SR) on the ESR

service desk– Provide requested information in correct

format– Submit the file to ESR– Running the process in ESR– Review confirmation log

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Example Format

Record Type Position Number FTE Value Position Type Hiring Status

PD 1919981 1 None Active

PD 1416611 2 Pooled Deleted

PD 1714481 2 Shared Eliminated

PD 1917718 2 Pooled Frozen

PD 1712915 1 Single Incumbent Active

PD 1716812 1 None Proposed

PD 1917523 0 None Frozen

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View the fields that can be updated in ESR

Position no.

Position Type

Hiring Status

Log into ESR and select the User Responsibility Profile (URP) of “HR Administration”. Select “Workstructures”.Select “View Position”.

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View the FTE field in ESR

FTE Value

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The NHS Interface Team will

• Sense check the file

• Add the header and footer records

• Submit the file to ESR

• Confirm the file loaded successfully

Please note that the Mass FTE update process has had instances of overwriting manual updates since the last payroll run. As a result the files should only be run in ESR following the completion of a trusts monthly pay roll run.

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Running the Job in ESR

• Login to ESR and select ‘Local Workstructures Administration’ URP

• Search for job ‘NHS-to-ESR Position data Inbound Interface : Process Files’

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Completing the Process

• Once the job is completed in ESR check the process log.

• If a further process is required a new file can be created and submitted to ESR.

• If the process is a success the SR can be closed.

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Any Questions?