Part of A Guide to the Staff Group, Job Role and Area of Work classifications used in ESR
Positions on ESR background and structure
ESR User Manual – Workstructures - Create and Maintain Position/Job
Below is a summary of the first steps required to create a new position and the main fields relating to this document. Further details of the full process can be found in the ESR User Manual.
Users should be aware that once you start to create a position you cannot save the record until all mandatory fields are populated. It is therefore important that all relevant information is available to you before beginning the process. Most of this information should normally be provided by the recruiting manager or through your organisation’s recruitment or vacancy control process.
To Create a New Position
Go to: Local Work structures Admin – Position - Description
A Decision box will open, giving an effective date of the current date and asking whether you want to change it. The effective date for the Position can be back dated or set in the future as required. Please note that an employee can only be attached to a Position that exists at the time that they are appointed. If you choose to accept the current date, click No.
The Find Position form will open. Click New.
The Position form will open. When a user creates a position on ESR, the screen will look like this:
The fields shaded yellow are mandatory and must be completed in order to save the new record created. Some fields contain lists of values which appear in drop-down menus for selection.
Occupation Code, Position Title and Area of Work are selected by clicking in the Date Effective Name field, which opens a form called NHS Position Flexfield:
You must choose Occupation Code and Area of Work values from the lists available. Further information on both fields is available later in the document.
Position Title is a free text field and is often used internally within organisations to report on staff, so it is important to have clear and consistent naming conventions.
Click OK and return to the main Position form.
In the Job field, you must select the Staff Group / Job Role from the list of values. Further detailed information on this field and its values can be found later in this document.
Further detailed information on how to create or amend a Position record, including how to enter Grade, Registration details, Contract Type and Workplace Organisation Code, is available in the ESR User Manual, which can be found on the ESR Hub.
Last edited: 3 July 2024 9:51 am