CalPlanning HCP updated with new CBR and UCPath HCM data available

January 31, 2020

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available. HCP has been updated with the new Composite Benefit Rates structure and rates and we loaded updated UCPath HCM data for planners to review and selectively copy to HCP.

Please note this major change: When the Copy HCM by Entity to Plan is used by the planner, ALL To Be Hired data will be cleared in that entity. Make note of To Be Hired data (i.e. export the forms to Excel)  in case you need to re-enter it.

Review more details about these CalPlanning updates in the late January 2020 release notes,  HCP CBR job aid, and Copy HCM-to-HCP job aid for details.

This is the last date CalPlanning is scheduled to be unavailable until full forecast and operating budget are due on Friday, March 13.

 To help make the CalPlan and HCP forms perform more quickly for you, we suggest that you set your preferences as: 

  • CalPlan MyOrg preference to an L4 org or below

  • HCP MyOrg preference to an L6 or L7 org

This will bring back fewer intersections to display in your form and improve performance for everyone.

Please check the CalPlanning website for updates.

If you have questions, please contact the Help Desk at