> For the complete documentation index, see [llms.txt](https://help.resouris.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.resouris.com/job-planning/hcs-job-planning-framework.md).

# HCS job-planning framework

> **Reference**: NHS "Job Planning for Healthcare Science Staff" Draft-for-Endorsement Guidelines (Tom Lister, v0.3, 24 July 2026). ReSouris v2.0 implements the framework as a governance overlay on the existing per-activity entitlement ledger.

## Two surfaces

ReSouris keeps two distinct surfaces alive to disambiguate the loose "Job Plan" term:

* **Workload Plan** — `/ui/admin/workload-plans`. The existing per-activity entitlement ledger from v1.2 onward. Records "Staff X owes N sessions/month of activity Y". Continues to be the *delivery-measurement substrate*.
* **Job Plan** — the v2.0 Guidelines-shape framework. Category-based professional-time allocation with DCC/SPA/ANR/ED taxonomy, per-band SPA minima, triple-signoff, quarterly reconciliation, review cadence, team plans, external duties, appeal state machine, KPI dashboard.

Both surfaces coexist. The Job Plan's rollup pill reads the Workload Plan's entitlement rows as its input.

## The four activity categories

Every entitlement in a Job Plan carries one of four Guidelines-defined categories:

| Code    | Full name                          | What it captures                                                                                                                          |
| ------- | ---------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------- |
| **DCC** | Direct Clinical Care               | Time on direct patient-facing activities.                                                                                                 |
| **SPA** | Supporting Professional Activities | Professional development, appraisal, teaching, research, audit, quality improvement.                                                      |
| **ANR** | Additional NHS Responsibilities    | Employer-mandated statutory or governance roles carried by named individuals (Radiation Protection Supervisor, Caldicott Guardian, etc.). |
| **ED**  | External Duties                    | Independent external roles undertaken with employer consent (Royal Colleges, professional bodies, expert panels).                         |

## Per-band SPA minima

Guidelines §5.1 Table 2 sets minimum SPA % of contracted time per NHS pay band:

| Band              | Role tier                    | Min SPA % (1.0 WTE) |
| ----------------- | ---------------------------- | ------------------- |
| 2-3               | Assistant                    | 5%                  |
| 4                 | Associate                    | 10%                 |
| 5                 | Practitioner                 | 15%                 |
| 6                 | Specialist                   | 20%                 |
| 7                 | Advanced                     | 30%                 |
| 8a-c              | Senior / Principal           | 40%                 |
| 8d-9 + Consultant | Consultant / Head of Service | 30%                 |

Trust admins may edit *upward* only (some Trusts operate above the national minima) via `/ui/admin/role-spa-minima` — see the v1.7.4 operational completeness section below. Downward edits are refused. Trainee grades follow programme-specific allocation per Guidelines §7 (v2.1+).

Per-worker WTE scaling: for part-time staff, the *absolute* SPA hours required scale by `staff.wte_fraction` (0.01..1.00). The percentage minimum is unchanged; only the hour figure pro-rates. See [WTE scaling + session-based rendering](/job-planning/wte-and-session-based.md).

## Programmed Activity (PA) unit

Guidelines §3 defines the Programmed Activity as a **3.75-hour** (default) or 4-hour unit of contracted time. All Job Plan totals + KPIs are expressed in PAs alongside raw hours. The unit is set installation-wide via `deployment_settings.programmed_activity_hours` so cross-tenant reporting is comparable.

## v1.7.4 operational completeness

ReSouris v2.0 shipped the framework skeleton; v1.7.4 turns it into a usable operational surface. **Six admin surfaces** land the Trust-facing machinery:

| Surface                                    | What it does                                                                                                                                                                                                           | Guidelines section | Perm                                        |
| ------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------ | ------------------------------------------- |
| `/ui/admin/job-plan-cycles`                | Annual planning cadence orchestration (`planning → open → negotiating → mediation_window → closed`). Partial UNIQUE `(tenant, department) WHERE state <> 'closed'` guarantees at-most-one active cycle per department. | §6.7               | `admin.job_plan.cycle.edit`                 |
| `/ui/admin/job-plan-reconciliation/latest` | Per-quarter planned-vs-delivered snapshot with sign-off. Immutable-once-signed at the DB layer.                                                                                                                        | §5.1.5             | `admin.job_plan.reconciliation.signoff`     |
| `/ui/admin/role-spa-minima`                | Trust-level upward override on the Guidelines Table 2 per-band SPA minima. Strictly-upward via app-layer invariant.                                                                                                    | §5.1               | `admin.job_plan.override_spa_minimum`       |
| `/ui/admin/job-plan-designated-lead`       | Nominate the Trust-level Designated HCS Professional Lead (DLS) — the third-leg signer per §6.2. Partial UNIQUE ensures at-most-one active DLS per tenant.                                                             | §6.2               | `admin.job_plan.professional_signoff`       |
| `/ui/admin/enhanced-scrutiny-rules`        | Trust-configurable enhanced-scrutiny thresholds (four canonical triggers: staff\_band\_at\_or\_above / total\_pas\_at\_or\_above / spa\_pct\_below / override\_count\_above).                                          | §6.7               | `admin.job_plan.enhanced_scrutiny.override` |
| `/ui/admin/consistency-panels`             | Trust-level cross-department consistency review boards (name + chair + active window + members).                                                                                                                       | §6.9               | `admin.job_plan.consistency_panel.chair`    |

Four cron jobs land the recurring compliance signals: nightly review-due, quarterly reconciliation snapshot refresh, weekly runtime SPA drift, and daily appeal SLA breach. See [Scheduled jobs](/part-2-running-resouris/automations.md).

## Related surfaces

* **Approval workflow**: see [Job Plan approval workflow](/job-planning/job-plan-approval-workflow.md) — the triple-signoff cascade (operational + budget + professional), the DLS nomination substrate, the SPA-minimum override path, and the enhanced-scrutiny + consistency-panel context.
* **Monitoring KPIs**: see [Job Plan monitoring KPIs](/job-planning/job-plan-monitoring-kpis.md) — the 15 Guidelines §6.12 KPIs and where they appear in the admin dashboard.
* **Consistency + appeal SLA**: see [Consistency panels + enhanced scrutiny + appeal SLA](/job-planning/consistency-and-appeal-sla.md).
* **WTE scaling**: see [WTE scaling + session-based rendering](/job-planning/wte-and-session-based.md).

## Deployment posture

* **Solver-agnostic**: the framework is a governance overlay; the underlying CP-SAT solver is unaffected.
* **SaaS + self-hosted + air-gapped**: no external service calls introduced.
* **Multi-tenant**: DCC/SPA/ANR/ED categories are tenant-independent so cross-tenant KPI reporting is consistent; per-plan data is tenant-scoped with `tenant_isolation` RLS + FORCE.

## Framework author + endorsement

Framework author: **Tom Lister** (NHS Draft-for-Endorsement). Guidelines version v0.3, dated 24 July 2026. ReSouris v2.0 implements the current published Draft; changes on endorsement (typically additive) can land as v2.0.x patches without breaking the surfaces documented here.


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