General CalPlanning Job Aids
- BAIRS to CalPlanning Crosswalk (01/17/14)
- CalPlan vs. CalRptg Historical Actual Data Differences Chart (01/17/14)
- CalPlanning Dimensions and Members (9/26/16)
- CalPlanning Data Flow and Timing (2/06/17)
- Chart of Account Guidelines-Working Definitions (02/24/14)
- Glossary (11/07/13)
- Operating Transfers Guidelines (03.10.17) Detailed guidelines on how to plan for Operating Transfers by account.
- Signing into CalPlanning with Internet Explorer 11 Enterprise Mode (10/16/15)
CalRptg Job Aids
- Alternate Fund Hierarchy Excluding Contracts and Grants in CalRptg (6/25/14)
- CalPlanning Reporting Guide (1/17/17) Lists the report ID number, report name and a brief description of all of the available reports in the CalPlan, CalRptg and HCPRptg tools.
- CalRptg Scaling Report Values (11/7/13)
- Daily Actuals Load in CalRptg (2/2/15)
- Printing a CalPlanning Report via Citrix Remote Access (4/16/14)
CalPlan Job Aids
- BFS to CalPlan Account Map Table (2/24/17) Lists the BFS Accounts and identifies which accounts are available to budget to in CalPlan and which Plan Only Account members planners should use for the individual Accounts not available in CalPlan.
- BFS to CalPlan Fund Map Table (Updated with Monthly Release) Maps the 25,000+ individual BFS Funds to the 19 Plan Only Fund members planners should use in CalPlan and HCP.
- CalPlan Account Values (2/7/13) Lists the BFS Accounts available in CalPlan.
- Internal Operating Transfers Management Form (2/11/15)
- Intersection Forms (2/11/15)
- Plan Only Fund Members by Fund Type (2/08/17) Defines the 19 Plan Only Fund Members available to budget to in CalPlan and HCP.
Human Capital Planning (HCP) Job Aids
CalPlanning Compensation Data PHD vs Distribution Entity (3/11/16) Explains the difference between compensation data by PHD vs Distribution Entity and details on where in CalPlanning tools each type is displayed.
- Extending Employee Appointment End Date (3/11/13)
- How to Change the HCP Planned Home Department (3/9/16) Includes directions for requesting the temporary access needed in HCP to make PHD changes as well as the step-by-step instructions to execute the change.
- HCP Employee Mass Update Forms Overview and Step Guide (2/08/17)
- Mass Extend Appointment End Date (11/18/13)
- Negative FTE and Negative Salaries in HCP (02/08/17)
- Planning Home Dept Lookup (4/2/13)
- Removing an Employee & Position in HCP, (03/07/17)
- Understanding HCP vs HCM Data (1/27/15)
- Where Do I Make This Change in HCP? (2/08/17)
- BAIRS Report for HCP Pooled Positions (2/5/15)
- HCP Pooled Position Job Aid (2/27/13)
- Pooled Position Default Accounts and Salary Admin Plans (3/02/17) Provides details on the HCP default values for Pooled Position accounts, salary admin plans, fringe and fee remission rates used to calculate compensation plans in FY17 and FY18.
- Pooled Position Job Codes for FY17 Operating Budget(link is external) (2/25/16)
HCPRptg Job Aids
- CalPlanning Report Guide (1/17/17) Lists the report ID number, report name and a brief description of all of the available reports in the CalPlan, CalRptg and HCPRptg tools.
- Employee Compensation Reporting in HCPRptg & Smart View (03/03/17)
Smart View Job Aids
- Employee Compensation Reporting in HCPRptg & Smart View (03/02/17)
- Exporting Query-Ready Reports into Smart View (10/02/15)
- Oracle Smart View On Line User Guide
- Printing and Saving a Smart View File via Citrix Remote Access (4/16/14)
- Restoring Smart View in MS Excel (8/24/15)
- Smart View Dimension Member Selections with CalRptg Cheat Sheet (2/18/16)