How To Guides - ESR EDUCATION - ESR Education

ESR Education

How To Guides

All NHS employees who use ESR can access a range of educational step by step guides in this section.

These resources are specifically designed to help you to understand how to undertake tasks in ESR that you may not have done before, or where you need to refresh your knowledge.  

Select any of the following options to access the resources for each subject area.

Click to learn about the tasks that can be performed within the Administrator Self Service URP.

Administrator Self Service

Click to learn about the tasks that can be performed within the Employee Self Service URP.

Employee Self Service

Click to learn about the tasks that can be performed within the Manager and Supervisor Self Service URPs.

Manager Self Service

Click to learn about the tasks that can be performed within the Learning Administration URP.

Learning Administration

Click to learn about the tasks that can be performed within the HR URP.

HR

Click to learn about some of the key functions available in ESR.

ESR Familiarisation

Click to learn about the tasks that can be performed within the Performance Management Plan Admin URP.

PMPs

Click to learn about the tasks that can be performed within the Payroll Administration URP.

Payroll Administration

Click to learn about the tasks that can be performed within the Local System Administration URPs.

Local System Administration

Click to learn about how to use ESR Business Intelligence reporting.

Business Intelligence (BI)
Portal Administration Previous

Child Articles (10)

  • Administrator Self Service

    My ESR ASS03: My ESR Manager ASS01 : How do I view and action Notifications? ASS02 : How do I create vacation rules? My Team's Personal Information ASS04 : How do I update an employee's name? ASS05...

  • Employee Self Service

    Popular topics ESS29 : My ESR ESS39 : How do I reset my Password? ESS28 : Request Internet Access? ESS12 : How do I view my online payslip? ESS13 : How do I opt out of a printed payslip or P60?...

  • ESR BI

    ESR BI - Online Trainings ESRBI01 : Introduction to ESR BI ESRBI02 : Creating an Analysis ESRBI03 : Views ESRBI04 : Column Properties Formulas and Formatting ESRBI05 : Filters ESRBI06 : Other...

  • ESR Familiarisation

    ESR Familiarisation Guides So that everyone attending the ESR Education courses achieves the maximum benefit, a basic understanding of ESR functionality is required.  You are therefore requested to...

  • HR

    Deanery HR114 : Deanery - Position Information HR115 : Deanery - Hiring the Junior Doctor HR116 : Deanery Interface - Hiring Existing Employee Assignment Changes HR101 : Career Break HR105 :...

  • Learning Administration

    Learning Administration OLM01 : Create a Customer OLM02 : Qualifications OLM03 : Learning Paths OLM04 : Learner Groups OLM05 : Evaluations OLM06 : Learning Certifications OLM07 : Creating Local...

  • Local System Administration

    Local System Administration   LSA01 : Introduction to Local System Administration LSA02 : Organisation Trust Level Settings LSA03 : Create a New User Account LSA04 : User Account Maintenance LSA05...

  • Manager & Supervisor Self Service

    The following functionality is available to users of the Manager and Supervisor Self Service URPs NOTE : Assignment based changes can only be performed by users of the Manager Self Service URPs....

  • Payroll Administration

    Payroll Administration PAY01 : How to Process a New Starter PAY02 : How to Perform Late Starter NI Adjustments PAY03 : How to Perform Permanent Changes PAY04 : How to Check a Leaver Record PAY05 :...

  • Performance Management Plans

    Performance Management Plans PMP01 : Performance Management Plan Administration PMP02 : Performance Managment Plans in Self Service