HCPRptg

Human Capital Planning Reporting 

On the HCP001 report, what is the Actuals Journals at the end of the report?

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.

August 2017

August 17, 2017

August 2017 CalPlanning Release Notes 1. The FY18 Forecast is now available

We copied the FY18 Operating Budget to the FY18 Forecast:

FY18 Forecast Initial is available for reporting FY18 Forecast Working is available for editing (both CalPlan and HCP) and reporting

Read below for more details, including Actuals and Beginning Balance Loads and this winter’s Human Capital Management (HCM) data load into Human Capital Planning (HCP).

FY18 Operating...

Actions required after CalPlanning upgrade

July 6, 2021

CalPlanning Community,

We have upgraded CalPlanning to improve performance, reliability, security, and compatibility with newer browsers and operating systems. All CalPlanning tools (CalPlan, CalRptg, HCPRptg, SmartView) are now available.

Please note: There are several actions users need to take when they first log back into CalPlanning. Please review the linked job aid or...

What is the difference between an R103 report and a CR103 report?

The R103 SRECNA Med report is run from the CalPlan reporting repository. The plan data reflects the data as of the latest save action taken by the planner in CalPlan. When a planner saves in CalPlan, the edits are aggregated to the entity level set in the CalPlan Preferences.

In CalPlan reports, actual data is as of the Last Loaded Month End Close in CalPlanning, does not include individual Fund details and uses the limited CalPlanning Chart of Accounts (COA).

The CR103 SRECNA Med report is run from the CalRptg...

Can I delete a DeptID Adjustment that I no longer need?

Yes, you can either change the value(s) to zero or you can delete the intersection (row).

To delete the intersection, right-click on the DeptID Compensation row and select Manage DeptID Adjustments / Delete DeptID Adjustments.

Select Launch from the Delete DeptID Adjustment prompt and then select OK from the confirmation pop up box.

Since DeptID Compensation Adjustments don't actualize the row will be removed from the form.

How do I change the Account Dimension in the the HCP001 POV from Total Compensation to another salary account?

From the HCPRptg reporting repository, launch the HCP001 Employee Salary by Fund and Job Code report.

Select the needed members from the POV selection dialog box and select OK. From the Respond to Prompts dialog box, click on the Member Selection icon to the right of the Selection field.

Click the check box to the left of Total Compensation in the right-hand Selected side. Click on the left facing arrow to move Total Compensation to the Available side.

Click on the...

FY26 Operating Budget and UCPath HCM data available

March 7, 2025

CalPlanning Community,

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available.

Please review the March 2025 release notes for details about this update, including:

FY2024-25 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 FY2024-25 Forecast Working version will be...

October 2024 Release Notes

October 23, 2024

October 2024 CalPlanning Release Notes

The CalPlanning FY25 Forecast and a preliminary version of the FY26 Operating Budget are now available for planning. We used data from CalPlanning FY25 Operating Budget Final as sources for FY25 Forecast and FY26 Operating Budget. Note: the FY26 Operating Budget has not officially launched and therefore no budget assumptions have been built into the FY26 Operating Budget. We are providing access to the budget in...

FY25 Forecast and FY26 preliminary Operating Budget are now available

October 23, 2024

CalPlanning Community,

The CalPlan and HCP planning applications are available with the FY25 beginning balance and July through September Actuals (this data is already available in CalRptg). The FY2025-26 Operating Budget has been seeded with preliminary numbers to assist planning activities but remember that these are subject to change.

Please review the ...

CalPlanning with UCPath HCM data available

March 4, 2024

CalPlanning Community,

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available.

Please review the March release notes for details about this update, including:

FY2023-24 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 FY2023-24 Forecast Working version will be updated with February...