This page has been set up to support the implementation of electronic job planning.
Mersey Care NHS Foundation Trust are about to embark on the implementation of an electronic job planning system (Allocate).
We will have four phases of implementation, and AHP teams have been allocated a phase in which electronic job planning will be introduced in their team.
To learn more, please see some FAQs below including details of information sessions.
The purpose of job planning is to ensure there is enough clinical capacity to meet the expected demands on the clinical service, while balancing the development needs of people and organisations.
Job planning enables the effective and efficient use of resources to deliver high quality care. At its heart is a drive to provide patient-centred care that meets the local populations’ needs and improves outcome.
Job planning has been highlighted by NHS England as a significant area of focus for overall improved efficiencies and transformation across the NHS. Job planning is recognised as an important means of linking best use of resources with quality outcomes for patients and as a useful element in service redesign.
- Job planning provides an opportunity for AHPs and their managers to agree what proportion of each role will be attributed to clinical care and other specific supporting clinical activities.
- It provides an opportunity for AHPs to describe the activities that they deliver that are non-patient facing and the added value this brings for patients.
- CPD and training is included in job plans ,to support continued improvement of people and services.
Best practice guidance supports job planning for AHP’s: aps-job-planning-best-practice-guide-2019.pdf (england.nhs.uk)
Mandatory e-job planning training for AHP (registered and non-registered) staff will be available on the eLearning platform (ESR).
This will be added to profiles in a phased approach in line with the e-job planning implementation plan as outlined below. This will replace the online and face to face training that has been offered over the last few months:
Phase 1 and Phase 2: will appear on staff profiles from the w/c 14 July 2025
Phase 3: will appear on staff profiles from the w/c 4 August 2025
Phase 4: to be confirmed
Staff will be expected to complete the training along with their job plan within 12 weeks of receiving their log in details (or for staff awaiting the training, this will be from the date outlined above.)
NB: If you have already completed training your profile should show this as completed.
If you are part of phase 3, you will have received an email from Krystina Stanway or AHPJobPlanning
Phase 4 is TBC
6 August 9am
Microsoft Teams Need help?
Meeting ID: 384 413 473 255 0
Passcode: N42KC7Nj
1 September 9am
Microsoft Teams Need help?
Meeting ID: 382 583 665 855 4
Passcode: gu7mv3Yy
7 October 9am
Microsoft Teams Need help?
Meeting ID: 328 370 912 500 4
Passcode: om7Qo6GJ
3 November 9am
Microsoft Teams Need help?
Meeting ID: 349 911 701 123 1
Passcode: F2TN9mv2
2 December 9am
Microsoft Teams Need help?
Meeting ID: 370 795 447 628 7
Passcode: 6U5Kz9yY
Once you've completed your training, log in information will be sent to your email soon after.
Here are resources available to help you to complete your eJob plan:
- AHP Electronic Job planning policy
- AHP Electronic Job planning SOP
- How to guides linked below:
- Benefits of using eJob plan
- Compare categories report - eJob plan
- Healthmedics - locking down a job plan
- Healthmedics - how to copy a job plan
- Healthmedics user management portal
- Signing off a job plan as a manager
- Understanding system roles in allocate job plan
- User management adding a new account
- User management deactivating an existing user
- User management editing an existing user
- User management portal user search
- Allocate job plan - add a flexible activity
- Allocate job plan - add a timetabled activity
- General information objectives and resources in job planning
- Navigating my job plan
If there are any issues with accessing the training or log in information, or if you have done the training and your profile doesn’t reflect this, please get in touch: AHPJobplanning
AHP job planning launch session