August 2017 CalPlanning Release Notes1. 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).
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...
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.
There are two versions of the HCP001. Which version you use will depend on which Fiscal Year, Scenario, Version intersection you are running in your report.
1. Employee Salary by Fund and Job Code will display the list of employees with their corresponding job codes for the entity prompted when selecting:
FY19 Operating Budget, all available versions FY18 Forecast, Working and once available both the Q3 Planner Submission and Final Actual Final all Fiscal Years If run for any other Fiscal Year, Scenario, Version intersections the report will return the...
Employee Benefits do not actualize at the employee level in BFS. They are consolidated by chartstring.
When the HCP001 report is run for the Forecast Working for Total Compensation it includes actualized closed months and planned future months. The Actual Journals amounts represent the actualized consolidated employee benefits (Fringe accounts, GAEL, and other accounts that are transacted in BFS at the DeptID level) for the closed months. The Actual Journals may also display when running the HCP001 report for the Actual Final scenario version.
Yes, DeptID Compensation Adjustments can be deleted in HCP by either zeroing out the values in the months or right-clicking over the DeptID Compensation row and selecting Manage DeptID Adjustments -> Delete DeptID Adjustments. Click Launch from the Delete DeptID Adjustment prompt and OK from the confirmation pop up box. Since DeptID Compensation Adjustments don't actualize the row will be removed from the form.
Changes made to planned employee and position compensation expenses, pooled positions and DeptID adjustments must be saved in HCP prior to the next data push in order to view the impact of the changes in HCPRptg, HCP, CalRptg and CalPlan. The data push happens 5 times/day Monday - Friday. The first push occurs at 9:00 AM and then every three hours until 9:00 PM.
Do not run CalRptg or HCPRptg reports or refresh Smart View Ad Hoc queries during the first 15 minutes of the push hours.
