The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available.
Please review the March release notes for details about this update, including:
FY2025-26 Forecast Working version has January Actuals Central Transfer accounts have been updated Annual removal of DeptIDs for planning has been completed Updated UCPath HCM data for planners to review and selectively copy to HCP
The FY2025-26 Forecast Working version will be updated with February actual data on...
Yes, HCP allows you to plan for a To Be Hired (TBH) employee.
From the Monthly Pay Rate tab on the Manage Existing Employees and Job Codes task, right-click and select Manage TBH / Add TBH. Select the DeptID (defaults to value in the right-clicked row), TBH #, Job Code, Monthly Pay Rate, Start Month and Year, End Month and Year, and Comment (optional). Then select Launch to create the monthly pay rate row for the to be hired employee.
To plan for a vacant position in HCP, you create a To Be Hired (TBH) employee to serve as a placeholder for the compensation expense associated with your planned employee.
From the Monthly Pay Rate tab on the Manage Existing Employees and Job Codes form, right-click on the first column and select Manage TBD -> Add TBH...
The CalPlan and HCP planning applications are available with the FY23 beginning balance and July through August Actuals (this data is already available in CalRptg). The FY2023-24 Operating Budget has been seeded with preliminary numbers to assist planning activities but remember that these are subject to change.
The FY22 Operating Budget is now available for planning. We used data from CalPlanning FY21 Forecast Planner Submission (which is a copy of FY21 Forecast Working as of May 24) as the source for FY22 Operating Budget.
The CalPlan planning application is available with the FY22 beginning balance and July through November Actuals (this data is already available in CalRptg). The FY2022-23 Operating Budget has been seeded with preliminary numbers to assist planning activities but remember that these are subject to change when we officially launch the budget process.
If you have an employee who is leaving your unit and you plan to rehire for the position, you have two options for planning for the new hire compensation. You may use either option; it is not necessary to do both.
1. Reuse the existing plan data. Change the values on the Monthly Pay Rate tab to zero for the months you expect the position to be vacant. Put a note in the Comments field to indicate that the future plans are for the new hire.
2. Remove existing plan data and create a To Be Hired employee. Zero...
You can remove an employee from your HCP compensation budgets by either zeroing out the employee's Monthly Pay Rate or the Earnings Distribution value on the Distributions tab of the Manage Existing Employees and Job Codes form. You will need to know the start month and year that they are no longer planned to be funded from the current entity.
If there are actuals for this employee they will continue to display in HCP and on the HCPRptg reports run for Actual Final and Forecast Working.
When a transaction is done in a BFS journal outside of UCPath and we are unable to link a BFS transaction to an employee, HCP creates a member in the Employee dimension called “Actuals Journals.”
The Actuals Journals amount represents the actualized consolidated employee benefits for GAEL and UCRP Supplemental Assessment that are transacted in BFS at the DeptID level that cannot be attributed to an individual employee for the closed months.
