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Business Challenges
National Landscape

Financial Business Case

An overarching financial case for using ESR is that all aspects of the Solution and Service are centrally funded. This means that the return on your investment – which is a local project delivery investment only – is immediately maximised by not having to procure, fund and maintain such rich capability.

The full utilisation of ESR offers a wide range of cost and service improvements, through the re-modelling of business processes and modernising the workforce, thus enabling the release of  improvements to your employees, future employees, managers, and the wider organisation through the use of effective use of the vast range of ESR functionality available.

Cost Improvements

  • Regular alignment of your finance system with budgeted establishment on ESR allows accurate reporting on your vacancy rates, which further aids recruitment activity and may reduce bank and agency costs
  • Efficiency savings in back office functions by using Self Service to perform day to day transactions
  • Reduction in paper processes including staff expenses and payslip administration and delivery costs
  • Reduction of incorrect data and overpayments as managers view their staff on Self Service in real-time and make amendments as necessary e.g. terminations, absence
  • Cost savings to your organisation can be made with demonstrable training compliance
  • Use of ESR interfaces including IAT to reduce duplicate data entry and minimise data input errors
  • Consistency in the information recorded enables meaningful comparison between different NHS organisations, thereby promoting research into successful methods of reducing preventable absence

 

Service Improvements

  • Time releasing savings from streamlined processes
  • Reduced cross charging and journal entries, with month-end reconciliation when using Establishment Control in ESR
  • ESR Self Service drastically reduces the time delay in entering absence information, and ensures data is entered only once, at source
  • Data quality improvements using ESR interfaces
  • Notional vacancies can be used to indicate the gap between full and actual staffing levels
  • Where notional vacancies are high, Business intelligence reports can provide indications as to the cause of the problem, including:
    • High Sickness Absence rates or Bradford Factor
    • High Staff Turnover
    • High Agency/Bank usage
    • High Overtime Working
    • Reason for Leaving/Destination on Leaving

To access key information and resources to support Financial Business Case click on the icons below

Business Challenges

The following key questions will assist you in identifying what financial controls you have in place which can be supported through the utilisation of ESR functionality:

  1. Do you know the number and breakdown of vacancies across your organisation?

  2. Do your Finance team utilise ESR reporting to reconcile to your finance systems?

  3. Are you able to record accurately on establishment control (actual v budgeted + forecast)?

  4. Do you have available a full overview of where you are spending or utilising your resources?

  5. Are you making the right resource allocations to support the long term goals?

  6. Are you able to benchmark & forecast effectively with your workforce information?

  7. Is ESR embedded within your financial strategy to enable cost improvements?

  8. Are you able to empower your managers to take more ownership of their budget?

  9. Are you aware of sickness rates within your organisation including costs by staff type and the resulting cost of temporary staff to backfill absences?

  10. Are you able to manage internal and external training costs, and is this budget effectively utilised?

  11. Are you aware of the savings your organisation could realise by using e-Learning in ESR rather than creating or procuring other e-learning solutions?

Latest Resources

To discuss the functionality available in ESR, to undertake an ESR Assessment on your current and potential usage, or for further information, advice and support please contact your local NHS ESR Functional Account Manager.