1. Mike Winstanley Senior Account Manager The North of England
NYHDIF – May 2017
Mike Winstanley
Senior Account Manager
The North of England

2. Agenda ESR Development Roadmap ESR Portal & User Interface Design
Providing Access to the Portal
Portal IT Standards

3. ESR Development Roadmap

4. Transforming User Experience Increasing Business functionality
ESR Roadmap
Transforming User Experience
June 16 (R31)
September 16 (R32)
December 16 (R33)
March 17 (R34)
June 17 (R35)
September 17 (R36)
December 17
Increasing Business functionality
Internet Enablement
Portal Beta Test (including mobile)
Oracle 12.2 Upgrade
EBS UI skin part 1 (including mobile)
Portal full release. (including mobile)
ESS UI Optimisation Part 1
MSS UI Optimisation Part 1
ESS UI Optimisation Part 2
Global ID
Improved Search
OLM “Quick Wins”
MSS UI Optimisation Part 2
MSS over internet
Potential Further UI Optimisation - OLM
SS2 On-line payslip
GR1 Welsh requirements
PAY1 Exceptions
GR8 notification (2)
SS3 ESS self service comments
SA1 Restrict Own record
GR8 notification Part 1
LM1 Competency Requirements
PAY2 Leavers early in month
SS1 Multiple supervisors
SA8 Proxy Users
PAY1 Payroll analysis
LM2 Auto enrol
PAY5 NI changes
Pay slip Changes To Professional Users
LM3 External Learners
SS2 On-line Payslip Part 2

5. ESR Portal and User Interface Design
A Brief History

6. History User focussed design workshops during 2015/16;
Key design principles:
Tablet and mobile friendly;
Dedicated employee and manager dashboards;
ESR Core User dashboards for HR, Recruitment, Payroll and Learning Management;
Generic BI Portlet for local configuration;
Complements existing ESR processes not replace them.
11 beta sites across England and Wales (Jan –March 17)
Full roll-out commenced in May 17 – 53 organisations now ‘live’ and over 21,000 unique users having now accessed

7. My ESR – Portlets Deployed in R33
ESR Portal
My ESR – Portlets Deployed in R33

8. My ESR – New Portlets for R34
ESR Portal
My ESR – New Portlets for R34
My Favourites – displays up to 10 favourites you have set up in ESR. Click the link to launch directly to that page in ESR. Choose new or amend existing Favourites by clicking the Manage Favourites button

9. My ESR – Focus On Upcoming Tasks
The Upcoming Tasks portlet acts as a calendar and reminder for users, of any classroom bookings they may have within the next 7 days
Calendar view of specific date driven events within ESR for the Employee, including Class bookings, Leave, Expiry of Certifications, Visa, Fixed Term Contracts and any next Appraisal/Review dates
Clicking on the View my Calendar button opens a new Portal page displaying the month view.

10. Providing Access to the Portal

11. Provisioning Organisations – What does this mean?
Access to the new portal
Provisioning Organisations – What does this mean?
The NHS ESR Central Team is currently (provisioning) rolling out access to the new ESR Portal (commenced on 1st May 2017)
Objective: a manageable and sustainable uptake of Organisations to the Portal;
Once an organisation is provisioned:
Users on N3 will have both the current and new access routes available – meaning an organisation can choose to allow certain users to bypass the portal initially to phase their own deployment;
However, once provisioned, all internet access for employee users within that VPD will be via the portal;

12. ESR Portal Roll-out Timetable
Access to the new portal
ESR Portal Roll-out Timetable
February 2017: ESR Programme Director letter to HRDs outlining the roll-out of the new Portal from May 2017;
April 2017: Release 34 Portal functionality released to Beta sites;
May 2017: Provisioning of the Portal for other NHS Organisations began as a phased roll-out (Note: all NHS sites will be provisioned by the end of Sept 17)
September 2017: e-Learning Only URP removed and lowest level of ESR employee access becomes ESSLA;
December 2017: The current ESR (non-Portal) access route is removed meaning that all ESR access is via the Portal from that point.

13. Portal IT Standards

14. IT Standards
Experience with the Beta sites has demonstrated that the ESR Portal requires compliance with the MM-0100 standards
This means that the fully supported Standard is Internet Explorer 11 and Java _74;
The ESR portal may not work effectively on versions below this minimum standard;
It is essential that IT Departments/Suppliers move toward the supported standard as soon as possible;
Remember– the ESR Portal will be the only access route into ESR by 31st December 2017.

15. For Further Information Please Contact
Trudy Wagstaff – ESR Account Manager Y&H
Tel:
Amanda Lowdon - ESR Functional Advisor – Y& H/North East
Tel:

16. Thank you for your time Follow us @nhsesr for all your ESR updates