Configure NHS Trust Details

Permissions

You will require an Access Role with the following permissions:

• Imports/Exports

1. Navigate from the Home page to Administrative Settings | Imports/Exports | NHS Trust Details.
   
   
2. Click New Trust to open the NHS Trust Details window.
   
   
   
3. Complete the NHS Trust Details:
   
   

   NHS Trust Details	Description
   Trust Name	Enter the name of the trust.
   Trust VPD	Enter the unique identifier of the trust.
   Period Type	Select a frequency for the inbound interface from 'Weekly', 'Monthly', 'Lunar Month' or 'Bi-Weekly' to determine how often the export is run.
   Period Run	Select a period run of 'Normal' or 'Supplementary'. Selecting 'Supplementary' allows an additional export to be run after payroll has closed for the period.
   FTP Address	Enter the FTP destination of the NHS Hub that the financial export will be sent to.
   FTP Username	Field not required.
   FTP Password	Field not required.
   Run Sequence	Displays the cumulative number of ESR Inbound Payment exports ran to date. The field will automatcially increase as exports are run.
   Delimiter Character	Enter a character to separate the elements in the person and assignment records on the ESR Outbound Import File. Characters most commonly used are comma, backslash or forward slash.
   ESR Interface Version	Select which version of ESR is implemented for the trust. Note: If the field is disabled, element mappings have already been saved for the trust.

   
   
4. Click Save to confirm and return to the NHS Trusts page.