{"id":10941,"date":"2026-05-26T15:28:09","date_gmt":"2026-05-26T14:28:09","guid":{"rendered":"https:\/\/www.rldatix.com\/en-uki\/?p=10941"},"modified":"2026-05-26T15:28:11","modified_gmt":"2026-05-26T14:28:11","slug":"bringing-fairness-flexibility-and-confidence-to-emergency-department-rostering-through-digital-self-rostering","status":"publish","type":"post","link":"https:\/\/www.rldatix.com\/en-uki\/resources\/bringing-fairness-flexibility-and-confidence-to-emergency-department-rostering-through-digital-self-rostering\/","title":{"rendered":"Bringing fairness,\u00a0flexibility\u00a0and confidence to Emergency Department rostering through digital self-rostering\u00a0"},"content":{"rendered":"\n<p><strong>Royal Surrey NHS Foundation Trust<\/strong>&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Summary&nbsp;<\/h2>\n\n\n\n<p>Royal Surrey NHS Foundation Trust&nbsp;provides acute care, including emergency and general hospital services to over 330,000 residents in&nbsp;South West&nbsp;Surrey, as well as providing regional specialist cancer services for up to two million people. Within its busy Emergency Department, Consultant workforce sustainability,&nbsp;fairness&nbsp;and wellbeing had become a growing priority.&nbsp;<\/p>\n\n\n\n<p class=\"has-text-align-left\">Using <a href=\"https:\/\/www.rldatix.com\/en-uki\/solution\/optima\/\">RLDatix Optima<\/a>, the Trust introduced Consultant self-rostering, supported by live session balance monitoring. Underpinned by robust job planning in RLDatix <a href=\"https:\/\/www.rldatix.com\/en-uki\/solution\/jobplan\/\">JobPlan<\/a>&nbsp;and configuration of contracted activity using <a href=\"https:\/\/www.rldatix.com\/en-uki\/solution\/activitymanager\/\">Activity Manager<\/a>, Royal Surrey moved away from a traditional, top-down approach to rota planning towards a more transparent,collaborative and equitable model,with Consultants able to submit and manage their shift preferences, and review their PA balances,through <a href=\"https:\/\/www.rldatix.com\/en-uki\/solution\/loop\/\">Loop<\/a>.<\/p>\n\n\n\n<p>Designing the approach around service demand, job planning and real clinical workflows has enabled Consultants to take greater ownership of when and how they work, while&nbsp;maintaining&nbsp;safe staffing and contractual compliance. The result has been improved flexibility, clearer visibility of workload, and increased confidence among&nbsp;Consultants&nbsp;in the fairness of the&nbsp;roster.&nbsp;<\/p>\n\n\n\n<p>Today, self-rostering is embedded as business-as-usual in the Emergency Department and is being actively explored for wider rollout across other staff groups&nbsp;and specialties.&nbsp;<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cThis is more than technology.&nbsp;It\u2019s&nbsp;really a cultural change towards shared responsibility,&nbsp;transparency&nbsp;and trust.\u201d&nbsp;<\/p>\n<cite>Hanna Kelly-Peberdy, <br>Medical Rostering Manager at Royal Surrey<\/cite><\/blockquote>\n\n\n\n<h2 class=\"wp-block-heading\">The challenge&nbsp;<\/h2>\n\n\n\n<p>Before the introduction of digital self-rostering, Consultant rota planning in the Emergency Department was widely perceived as inflexible and, at times, unfair.&nbsp;<\/p>\n\n\n\n<p>Rosters&nbsp;were built through a traditional, centrally managed process that offered limited visibility for&nbsp;Consultants&nbsp;and little opportunity to influence shift patterns. This often resulted in frustration, frequent swap requests and a heavy administrative burden for rota coordinators and operational teams.&nbsp;<\/p>\n\n\n\n<p>As outlined by Hanna:&nbsp;<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cTraditional rota planning can be quite rigid.&nbsp;It\u2019s&nbsp;not always collaborative.&nbsp;It\u2019s&nbsp;not always fully transparent.\u201d&nbsp;<\/p>\n<\/blockquote>\n\n\n\n<p>In a high-pressure ED environment, this lack of flexibility amplified existing workforce pressures, contributing to burnout risk and making recruitment and retention more challenging. Consultants had limited control over work\u2013life balance, and concerns around equity in shift distribution were difficult to&nbsp;evidence&nbsp;or resolve.&nbsp;<\/p>\n\n\n\n<p>At the same time, manual and paper-based processes made it harder to ensure that workloads aligned consistently with agreed job plans and contractual commitments.&nbsp;<\/p>\n\n\n\n<p>The Trust recognised the need for a different approach \u2013 one that could improve wellbeing and engagement without compromising patient safety or service delivery.&nbsp;<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">The approach&nbsp;<\/h2>\n\n\n\n<p>Royal Surrey introduced Consultant&nbsp;self-rostering&nbsp;in the Emergency Department using RLDatix Optima, supported by live session balance monitoring aligned to individual job plans held in RLDatix&nbsp;JobPlan.&nbsp;<\/p>\n\n\n\n<p>Rather than imposing a fixed model, the approach was co-designed with Consultants, Emergency Medicine clinical leads, operational managers, Medical Workforce and Medical Rostering teams. The aim was to create a process that reflected real service demand while giving Consultants meaningful input into how the&nbsp;roster&nbsp;is built, supporting fairness,&nbsp;transparency&nbsp;and inclusion.&nbsp;<\/p>\n\n\n\n<p>As Kerry Steele, Head of Medical Workforce explains:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cThis came from the department and the Consultants themselves, which really helped with engagement.\u201d<\/p>\n<\/blockquote>\n\n\n\n<p>Key principles shaped the design:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Clear minimum safe staffing templates to protect patient safety&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Strong job planning foundations through&nbsp;JobPlan&nbsp;to underpin fairness and equity&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Regular&nbsp;selfrostering&nbsp;cycles with agreed rules and clinical oversight&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Realtime&nbsp;visibility of delivered activity through Optima session balance monitoring&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>Within Optima, Activity Manager was used to configure contracted activities and activity profiles, enabling delivered work on the&nbsp;roster&nbsp;to be&nbsp;monitored&nbsp;against agreed job plans in real time.&nbsp;<\/p>\n\n\n\n<p>The Trust adopted a quarterly self-rostering cycle. With adequate notice, Consultants submit preferred shifts within agreed staffing parameters, using Loop to request and manage duties in line with the agreed process. These are finalised collaboratively in self-rostering meetings, overseen by the clinical lead. As Hanna explains:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cIt\u2019s about giving staff more control over when they work, while ensuring the service still runs safely.\u201d&nbsp;<\/p>\n<\/blockquote>\n\n\n\n<p>The implementation was iterative, with early feedback used to refine both system configuration and ways of working. Close collaboration with RLDatix supported the development of functionality aligned to operational needs.<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">What changed&nbsp;<\/h2>\n\n\n\n<p><strong>Greater flexibility and ownership<\/strong><\/p>\n\n\n\n<p>One of the most significant shifts has been the level of autonomy Consultants now have over their working patterns.&nbsp;<\/p>\n\n\n\n<p>Through self-rostering, clinicians are able to plan shifts around personal and professional commitments while staying within agreed service and contractual boundaries, with Loop providing a straightforward way to request and adjust duties as part of that process. This has led to improved engagement and a stronger sense of ownership of the roster.<\/p>\n\n\n\n<p>Survey feedback suggests Consultants report increased autonomy and greater transparency in how shifts are&nbsp;allocated:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>100% of&nbsp;Consultants&nbsp;reported improved control over their schedules&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>87% said the process made it easier to plan time outside work&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>87% felt the&nbsp;new approach&nbsp;was fairer&nbsp;<\/li>\n<\/ul>\n\n\n\n<p><strong>A more transparent and&nbsp;equitable&nbsp;process<\/strong>&nbsp;<\/p>\n\n\n\n<p>By aligning self-rostering with formal job planning and live monitoring, the Trust has introduced a much clearer and more consistent framework for fairness.&nbsp;<\/p>\n\n\n\n<p>Rather than relying on&nbsp;perceptions&nbsp;or informal adjustments, workload balance is now visible and measurable. This transparency has helped build trust across the Consultant group and address earlier concerns about equity.&nbsp;<\/p>\n\n\n\n<p>As Hanna adds,<\/p>\n\n\n\n<p>\u201cBecause the session balance is live and visible, there\u2019s clear transparency and shared ownership.\u201d<\/p>\n\n\n\n<p>Fewer revisions are&nbsp;required&nbsp;after&nbsp;the roster is&nbsp;published, reducing last-minute changes and administrative burden.&nbsp;<\/p>\n\n\n\n<p><strong>Reduced administrative complexity<\/strong>&nbsp;<\/p>\n\n\n\n<p>The&nbsp;previous&nbsp;model placed a heavy workload on rota coordinators and operational teams, who managed frequent swaps and changes.&nbsp;<\/p>\n\n\n\n<p>With Consultants actively involved in building the&nbsp;roster&nbsp;and&nbsp;using Loop to request duties with&nbsp;clear rules in place, the process is now more streamlined. Configuration of contracted activities using Activity Manager, alongside session balance visibility in Optima, has reduced the need for retrospective checks and manual calculations.&nbsp;<\/p>\n\n\n\n<p>This has freed up time for teams to focus on oversight,&nbsp;improvement&nbsp;and future planning rather than constant reactive adjustments.&nbsp;<\/p>\n\n\n\n<p><strong>Supporting wellbeing without compromising safety<\/strong>&nbsp;<\/p>\n\n\n\n<p>Crucially, these improvements have been achieved while&nbsp;maintaining&nbsp;safe staffing levels in a high-demand ED environment.&nbsp;<\/p>\n\n\n\n<p>Because all rostering decisions sit within predefined staffing templates and are aligned to job plans held in&nbsp;JobPlan, patient safety&nbsp;remains&nbsp;central. In fact, the increased engagement and flexibility have helped the department be more resilient during busy periods.&nbsp;<\/p>\n\n\n\n<p>Hanna describes the impact:&nbsp;<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cYou\u2019ve got a happier workforce, more consistent care, and better resilience.\u201d<\/p>\n<\/blockquote>\n\n\n\n<p><strong>Learning and wider impact<\/strong>&nbsp;<\/p>\n\n\n\n<p>While the Emergency Department was the starting point, the Trust has always viewed this work as a foundation for wider improvement.&nbsp;<\/p>\n\n\n\n<p>Self-rostering for ED Consultants is now fully embedded as business-as-usual, and preparations are underway to extend the approach to SAS and other medical staff groups, adapting the model to different contractual requirements within&nbsp;JobPlan&nbsp;and&nbsp;eRota.&nbsp;<\/p>\n\n\n\n<p>Royal Surrey has also shared its learning externally, leading national working groups and supporting other Trusts interested in adopting similar approaches.&nbsp;<\/p>\n\n\n\n<p>As Kerry reflects:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cWe\u2019ve helped show how self-rostering can work even in complex, high\u2011pressure environments.\u201d<\/p>\n<\/blockquote>\n\n\n\n<p>The Trust has been recognised by RLDatix as a leading organisation in the use of self-rostering with session balance monitoring, reinforcing confidence in both the approach and the outcomes achieved.<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">A foundation for sustainable workforce models&nbsp;<\/h2>\n\n\n\n<p>Royal Surrey\u2019s experience highlights that successful workforce transformation is not just about introducing new functionality, but about&nbsp;culture,&nbsp;collaboration&nbsp;and continuous improvement.&nbsp;<\/p>\n\n\n\n<p>As Hanna comments:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cEven imperfect beginnings can lead to sustainable change when clinicians are involved early and listened to.\u201d<\/p>\n<\/blockquote>\n\n\n\n<p>By aligning robust job planning, live visibility of delivered activity and clinician ownership of the&nbsp;roster&nbsp;through <a href=\"https:\/\/www.rldatix.com\/en-uki\/solution\/optima\/\">Optima<\/a>, <a href=\"https:\/\/www.rldatix.com\/en-uki\/solution\/activitymanager\/\">Activity Manager<\/a> and&nbsp;<a href=\"https:\/\/www.rldatix.com\/en-uki\/solution\/jobplan\/\">JobPlan<\/a>, the Trust has&nbsp;demonstrated&nbsp;how wellbeing and safe service delivery can be supported together, even in a high\u2011pressure Emergency Department environment.&nbsp;<\/p>\n\n\n\n<p>The result is a more transparent,&nbsp;flexible&nbsp;and data\u2011informed rostering model that provides a stronger foundation for&nbsp;Consultant&nbsp;wellbeing,&nbsp;fairness&nbsp;and long\u2011term sustainability, while continuing to deliver safe, effective patient care. The model now offers a scalable template for broader adoption, supporting long\u2011term workforce resilience across the organisation.<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.rldatix.com\/en-uki\/wp-content\/uploads\/sites\/6\/2026\/05\/BringingFairnessFlexibilityAndConfidenceToEmergencyDepartmentRosteringThroughDigitalSelfRostering-_RoyalSurreyNHSFoundationTrust_SelfRostering_RLDatix26_CaseStudy_Digital-1.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Download<\/a><\/div>\n\n\n\n<div class=\"wp-block-button has-custom-width wp-block-button__width-25 is-style-link\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.rldatix.com\/en-uki\/solution\/optima\/\">Discover Optima<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Royal Surrey NHS Foundation Trust&nbsp; Summary&nbsp; Royal Surrey NHS Foundation Trust&nbsp;provides acute care, including emergency&#8230;<\/p>\n","protected":false},"author":10,"featured_media":9922,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[67],"tags":[80,331,332,357,359,360],"class_list":["post-10941","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-case-studies","tag-activitymanager","tag-loop","tag-optima","tag-jobplan","tag-royal-surrey-nhs-foundation-trust","tag-rldatix-optima","primary-category-case-studies"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Bringing fairness,\u00a0flexibility\u00a0and confidence to Emergency Department rostering through digital self-rostering\u00a0 | RLDatix<\/title>\n<meta name=\"description\" content=\"Health &amp; care resources from RLDatix: Bringing fairness,\u00a0flexibility\u00a0and confidence to Emergency Department rostering through digital self-rostering\u00a0. 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