Publish date: 6 May 2025
Following recent communications about our Financial Plan, from 1 May 2025 a series of financial controls will be implemented. These initial controls aim to support the management of our finances whilst maintaining high levels of quality, safety and patient experience and reflect on previous learning and experiences.
Extended vacancy panel for substantive posts
The vacancy panel will review all non patient facing roles across all bands, as well as clinical roles at band 8a and above.
Approval of additional hours/overtime for TWSS and NHS Informatics Merseyside
Additional hours and overtime have been restricted in the roster. To enact any overtime, the relevant service director or deputy must email cathie
Changes to Bank and agency requests (Temporary Workers)
As we work to minimise Bank and agency usage for non patient facing roles to the lowest possible level, while maintaining service continuity and patient safety, the approval process to support any request has been reviewed and the changes have been built into a revised temporary staffing request SharePoint form.
The form will still be available through the extranet, but the approval process may differ dependent on where the request is for and the role.
The updated process is available here.
Where applicable, the SharePoint form will ask the user “Is this an admin role?”. The answer to this question will determine the relevant approval process. Retrospective audits will be run to confirm compliance with this question.
Events and external room hire
Non-patient facing external room hire, hospitality and venue hire for events will be limited. The Procurement Department will be introducing ‘Technical Approval’ for requisitions raised via SBS Oracle for such requirements. These requisitions will require additional online authorisation prior to budgetary approval and will be flagged via the product/service category used.
More information is available on the extranet YourSpace..
Hospitality and internal catering requests
Hospitality provision will be restricted as below:
|
Area |
Hospitality for staff (day to day) |
Hospitality for meetings |
|
Food |
Not available unless Executive Management Group agree an exception |
Not available unless Executive Management Group agree an exception |
|
Tea and coffee |
Not available unless Executive Management Group agree an exception |
Made available for all meetings |
Internal catering requests should be ordered via the new SharePoint form, please provide at least two weeks’ notice for orders.
Requests for catering will be reviewed against the pre agreed exception list of events (this list is not exhaustive and will be reviewed).
Pre agreed exceptions
The following is a list of pre agreed exceptions:
- Leadership Forums
- Clinical Senate
- Annual General Meeting
- Annual STAR Awards
- Nationally recognised professional days
- Service user and carer engagement
- NHS Alliance event
- Divisional inductions that prevent running multiple induction days
- Recruitment days and events.
A huge thank you for your continued support and sharing your suggestions on how we can be more efficient, we have received lots of ideas which will review in due course.
