Equality and Human Rights Team. A step-by-step guide to logging on to the Electronic Staff Record (ESR) to check and update your demographic details
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1 Equality and Human Rights Team A step-by-step guide to logging on to the Electronic Staff Record (ESR) to check and update your demographic details
2 If you have a smart card Insert your smart card into the slot in your keyboard or computer The following window should appear on your computer screen If you do not have a smart card Click the ESR login link on your desktop or got to: ttps://esr.mhapp.nhs.uk/oa_html/appslogin A login screen will appear asking for your User Name and password. Enter your smartcard passcode where indicated
3 Once your details are authenticated, double-click the New ESR (using Smartcard) icon on your desktop If you do not know your User Name or password, please contact the Workforce Systems Helpdesk: , , or the team on: ESR will start up ESR will start up
4 1. Select 313 Employee Self Service
5 2. To begin checking or updating information on your marital status, date of birth, gender, ethnic origin, or nationality, select Personal Information ( If you need to update your date of birth, please contact Human Resources for a change of personal circumstances form.)
6 3. Select View and Update
7 4. Select either Correct or complete the current details or Enter new information because of a real change to the current details 5. Click Next
8 6. Check and update marital status here Updates to marital status and ethnic origin will require your manager s approval once you have initiated the change in ESR If you need to update your date of birth, please contact Human Resources for a change of personal circumstances form 7. Check date of birth here 8. Check and update gender here 9. Check and update ethnic origin here 10. Check and update nationality here 11. Click Next
9 12. Review the proposed changes and click Submit if you are happy with them
10 13. Click Home
11 14. To begin checking or updating information on your religious belief and sexual orientation, select Religious Belief and Sexual Orientation
12 15. Check the entries under Religious Belief and Sexual Orientation and if either entry requires updating, click Update ; if no update is required, click Home to review any changes or make further changes, or click Logout to finish your session
13 16. Make sure that the Sexual Orientation text box is blank or if you do not need to update your sexual orientation, skip to Step Click the magnifying glass search icon next to the Sexual Orientation text box
14 18. Click Go
15 19. Select the option that best describes your sexual orientation or select I do not wish to disclose my sexual orientation 20. Click the Select button
16 21. Make sure that the Religious Belief text box is blank or if you do not need to update your religious belief, skip to Step Click the magnifying glass search icon next to the Religious Belief text box
17 23. Click Go
18 24. Select the option that best describes your religious belief or select I do not wish to disclose my religion/belief 25. Click the Select button
19 26. Click Apply
20 27. Click Next
21 28. Click Submit
22 29. Your changes have been applied 30. Click Home
23 31. To begin checking or updating your disability information, select Disability Information
24 32. Click New to update your disability information; if no update is required, click Home to review any changes or make further changes, or click Logout to finish your session
25 33. Make sure that the Category text box is blank 34. Click the magnifying glass search icon next to the Category text box
26 35. Click Go
27 36. Select the option that best describes your disability or select No if you don not have a disability or select Prefer Not to Answer 37. Click the Select button
28 38. Click Apply
29 39. Your changes have been applied 40. To add further disability categories, click Add Another Record and repeat the process from Step Click Home if you want to review any changes or make further changes, or click Logout if you are finished
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