Guidance: ESF claim applications and Self-Declared Adjustments

These documents relate to the ESF and must only be used for completing the claim applications and SDA processes.

Recent changes to guidance

Changes to the guidance were made on 5 April 2019.

ESF Participant Data Schema

This guidance (now version 9) has been updated. The following changes have been made.

The validation at point of upload has been sharpened significantly. This means that old data entry items that used to be collected and corrected on upload will no longer be accepted. This includes items that are preceded by numerals and a number of blank fields. Only use the options as set out, this include requiring lower case entries. Host of new validation error messages added to correspond with the tighter validation criteria.

A host of new validation error messages added to correspond with the tighter validation criteria. Tab Claim deliverables, Column O – Participant Has Basic Skills: Available options from the dropdown amended, “participant chose not to say (signed exemption)” removed to reflect it is not a sensitive data item and is required for 1 common output indicator (ESF-CO17) Other disadvantaged.

Tab Claim deliverables, Column X – Other Disadvantaged – Homeless (Broad Definition): Available options from the dropdown amended, “participant chose not to say (signed exemption)” removed to reflect it is not a sensitive data item and is required for 2 common output indicators (ESF-CO18) Homeless or affected by housing exclusion and (ESF-CO17) Other disadvantaged).

Tab Claims Deliverables, Column AD – Gaining Level 2 Skills or below on Leaving: Option for “Not Applicable” returned alongside previous guidance.

Tab Claims Deliverables, Column AE – Gaining Level 3 Skills or below on Leaving: Option for “Not Applicable” returned alongside previous guidance.

Tab Claims Deliverables, Column N – Labour Market Status That Best Describes Situation; options available changed to: a. unemployed (short term) (CO01); b. long-term unemployed (CO02); c. inactive (in education or training) (CO03); d. inactive (not in education or training) (CO04); e. employed including self-employed (CO05); Tab Claims Deliverables, Column Z – Employment Status on Leaving; options available changed to: a. unemployed (short term) (CO01); b. long-term unemployed (CO02); c. inactive (in education or training) (CO03); d. inactive (not in education or training) (CO04); e. employed including self-employed (CO05); Clean up macro amended to prevent spurious corrections to labour market status.

Participant Data Schema guidance

The guidance (now version 5) has been updated. The following changes have been made.

Tab Claim Deliverables Guidance, Row F – Rules for Validation: Removed and enfolded into the more comprehensive guidance document.

Tab Claim Deliverables Guidance, Row H: Removed and folded into the more comprehensive document. Tabs 10, 10a, 10b, 10c added to the guidance document to flesh out completeness and validation.

Details of Entities Indicators added to tab 8, Results Indicators.

Tab 11, Q&As has been added to the guidance to cover the content of previous update notes and some common questions that have been asked.

Other changes

Two new documents have been added:

  • Participant Data Schema Aggregation
  • Participant Data Schema Output Results