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Business Challenges
Interim NHS People Plan


To help you plan your next steps and to assist you in developing a greater understanding of the ESR capability, including how it supports you to meet the business challenges set out in this segment, there are a wide range of resources available.

Case studies are available from NHS organisations that are using the functionality referenced within this segment. To access these along with key guidance and support material, please see below.

Case Studies

Operational Resources

Your operational leads can access a range of implementation guides, user manuals and other project documentation. The following documents are relevant to this section and will help you as you define your next steps.  (Log into ESR Kbase to access these resources).

  • ESR-NHS0078 HR Best Practice Guide
  • ESR-NHS0194 ESR Benefits Calculator User Guide
  • ESR-NHS0058 ESR Finance User Guide 
  • ESR-NHS0227 Guide to ESRBI Financial Cost Analysis Dashboard
  • ESR-NHS0199 Annual Leave Guidance
  • Finance Best Practice Guide
  • Captivate Online Learning

To access key information and resources to support Resources 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.