1. FTE Mass Update Process Overview NHS Interface Team

2. 2 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

3. 3 Example Format Record TypePosition NumberFTE ValuePosition TypeHiring Status PD19199811NoneActive PD14166112PooledDeleted PD17144812SharedEliminated PD19177182PooledFrozen PD17129151Single IncumbentActive PD17168121NoneProposed PD19175230NoneFrozen

4. 4 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”.

5. 5 View the FTE field in ESR FTE Value

6. 6 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.

7. 7 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’

8. 8 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.

9. 9 Any Questions?