Absence Management - West Midlands To Be Process (Interim) Minutes


Attendees:

Amanda Barber, HEE W Midlands

Alistair Pringle

Ashley Ransoo

Ify Onyenokwe-Orhiunu


Discussion

  • managed within user study leave tab
  • add education leave
    • enter leave type
    • date from / to
    • leave year
    • date applied /approved (maybe not useful)
    • flag whether authorised or not
    • COURSE - course topic
    • COURSE - course name
    • COURSE - venue (to track distances travelled) < address or city at min
    • COURSE - internal external
    • COURSE - number of days
  • expenses are usually submitted after the course is completed since the trainee may not know their expenses
    • trusts can put information in at their discretion - either full claim, or when they have piecemeal items
    • entitlements are managed separately - financial budget and days to be set up per trainee
  • would be useful to have a batch setup for study leave time entitlement
    • April to April?
    • 30 days?
    • per programme / specialty / site? who defines this?
  • expense entitlements
    • entitlement setup: base hospital is the location that costs are measured from e.g. mileage
    • this is done manually in Intrepid
    • claim amount
    • claim type
    • date
    • trust
    • comments
  • study leave requests go to Trusts, it should be approved before it gets
    • study leave funding will be held in HEE from April 2018 onwards
    • only used for GP study leave currently, process the study leave and add to a record, pull a report to send
  • some trusts are using ESR to record study leave
  • request form should also include specialty selection
  • Currently Trusts approve study leave requests, only where leave is of type 'other' TPD approval is required
  • Expense entitlement recorded are mostly Relocation or Travel.
  • EMD - Gerard maintains a list of courses for each specialty.


Screenshots



GP Request Form