Information alert

eRoster name change: Optima is the new name for Health Roster

The Trust is now using one single system for eRoster (Optima) and Employee Online.

A single eRoster system across the Trust allows for fully aligned rostering practices, reporting, and streamlined processes across temporary staffing, payroll and links to our other HR systems.

The links to the systems are below. Your desktop icons will have been updated to allow you to log into the correct versions of both eRoster (Optima) and Employee Online. Your login details will remain the same.

If you have any queries, please find contact details for the eRoster and Temporary Staffing Team below.

Roster Team


Telephone: 01925 972 800

Temporary Staffing Team

Telephone (Mersey Care): 0151 471 2338 

With eRostering through Optima, team managers are able to create ‘smart’ rosters that are produced automatically with consideration for Rostering Policies, European Working Time Directive, annual leave requests, and agreed Flexible Working Requests. The system knows what skills are required for each shift and what skills are held by each member of staff so that it can create a roster that fulfils these requirements. Once the roster has been automatically created, the team manager can make any necessary alterations then publish the roster for the staff.

eRostering enables our Trust to manage the workforce more flexibly, efficiently and makes it easier for employees to choose a better work-life balance and, more importantly, free up clinical time.

Our eRostering is being provided by Allocate Optima. It is the UK's most widely-used eRostering solution, used in over 60% of NHS Trusts and deploying over a million staff in more than 300 organisations worldwide.

You must access Health Roster and Employee Online via the below links..

eRostering brings a fair, flexible, and balanced eRostering system.

Work life balance: enables the legal requirements of the European Working Time Directive and local agreements to be balanced with the needs of service delivery.

Flexible working: Allows for formally agreed flexible working options to be honoured and help promote a healthy work-life balance.

Fair and open rostering: Reports will be available to help team managers ensure rostering is done fairly and enables them to provide staff with opportunity to work a variety of shifts where appropriate.

AutoRoster: Once the eRoster system is programmed with your staff, patterns, rules, etc. the AutoRoster feature will populate 40 to 60% of your roster. Team managers and other roster creators will see resulting time savings and be able to apply this time to other tasks in their day.

Increased efficiency with payroll: Once the ESR link is in place then time sheets and eSVLs will become a thing of the past as pay will be calculated and processed through the system saving time for team managers, ward and admin staff at month end.

Everything in one place: Team managers will be able to access staff sickness, annual leave, study leave, time owing and staff details all in one system. Staff will also be able to see their time owing, planned, taken and remaining annual leave as well as pay history through Employee Online. Through this same system staff will be able to request leave and duties and team managers can electronically acknowledge and process this at the click of button.

Requests to bank can be sent at the click of a button without having to make a phone call or type an email. Staff will also be able to input availability for bank shifts through their Employee Online as well as view their bank pay history.

All feedback is welcome, please don't hesitate to give us your opinion. You can send your feedback through to