Introduction:

The system supports the import of data from ESR to ensure that the EASY System has the most up to date information and is kept in synch with ESR. The files used by the            import facility come from different sources within ESR such as:

  • Generic Outbound Interface files
  • Standard Reports
  • Ad Hod Reports. These are publicly available discoverer reports.


Importing a File:


From the Support menu, you will need to select the type of file that is to be loaded into EASY.




You will be taken to the following screen to complete and identify the file to be loaded.



Authority Trust:

Click on the drop-down list to select the Authority/Trust that the import file relates to.


File:

Click on the Choose file button to select the file to be imported. This will display the Open file dialogue to enable you to find the file to be imported.



When you have selected the file to be imported, clicking on the "Open" button will return you to the previous page.  Now the field next the Browse button will show the name of the file selected, e.g. "File Selected" 


File Type:

When you click on the type of file that you are loading the radio button to the left of file type will be filled in to indicate which file has been selected, e.g. Selected File TypeThe table below lists the file types, where they are sourced in ESR, the report name with the version number, where appropriate, and what the report is used for.


File Type

Source
Report Name
Description
Staff Details File
Discoverer Report
Easy_Staff_Details_V8.1
The staff details file is used to keep EASY in synch with ESR.  It includes the current employees and their assignment details, leavers, assignment terminations, contact details, locations, vehicle details and positions.
General Ledger File
Generic Outbound Interface

The General Ledger File is imported to allow reports such as the Nominal Roll to be produced through EASY.
Payslip File
Standard Report
NHS Copy Pay Advice
The Payslip File is imported into EASY to enable staff to view their payslips online and to obtain a print of their payslip, if required.
Annual Leave Accrual Mappings
Discoverer Report
Easy_Leave_&_Accrual_Plans_Version_1.0
The Leave Requests facility within EASY allows staff to submit leave requests to their managers and keep track of their leave entitlement. The Annual Leave Accrual Mappings file provides EASY with details of the annual leave element appropriate           for each assignment. This is required to ensure that the correct element is stated when notifying ESR of the annual leave absences contained in the Generic               Inbound Absence Interface.
Positions Upload
Discoverer Report
Easy_Positions_v1.0
The Positions File is used to ensure that EASY has the latest position information that is held in ESR. This is primarily used by the EASY eForms system for any new positions that have not had any assignments associated with them.
Absence History
Discoverer Report
Easy Absence History Master 1.1
The Absence History file is used to ensure that the absence records in EASY correspond with those held in ESR. This file can also be used to load the absence history of assignments when a Trust first                  implements EASY.
P60 Upload
Standard Report
NHS_RTI_P60_Reconciliation_Report
This file provides the P60 details of assignments which allows staff to view their P60 information on line, and print off a P60 substitute.


Scheduling the Import:

Click on the Import button you have completed with the details of the file that you wish to import. This will open the Task Scheduler dialogue. 

It is recommended that files are imported outside normal business hours, particularly larger files such as the Staff Details File, so as not to disrupt users working with the system. 

Go to the Tasks page for more information on tasks and how to schedule jobs.