Human Capital Planning (HCP)

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...

FY22 Operating Budget is now available

June 24, 2021

CalPlanning Community,

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.

Please review the release notes for more information and check the CalPlanning website for updates.

If you have questions, please...

March 2021 Release Notes

March 5, 2021 (revised March 5, 2021, 5 pm)

March 2021 CalPlanning Release Notes

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available with 2021 January Actuals. Updates include:

FY2020-21 Forecast Working version has January Actuals

Annual removal of DeptIDs for planning has been completed

Simplified the way that Pooled Positions and Fee Remission are planned in HCP

Loaded updated FY21...

CalPlanning with UCPath HCM data available

March 5, 2021

CalPlanning Community,

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available with 2021 January Actuals. The FY2020-21 Forecast Working version has been updated with January Actuals. We applied the annual removal of DeptIDs for planning.

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

Simplified the way that Pooled Positions and Fee Remission are planned in HCP...

FY21 Forecast now available

February 5, 2021

CalPlanning Community,

The CalPlan planning application is available with the FY21 beginning balance and July through December Actuals (this data has been available in CalRptg). The FY2020-21 Forecast Working version has been updated with the beginning balance and July through December Actuals.

Please review the February release notes for details...

February 2021 Release Notes

February 5, 2021

February 2021 CalPlanning Release Notes

The CalPlanning FY21 Forecast is now available for planning. We used data from CalPlanning FY21 Operating Budget Final as the source for FY21 Forecast.

We will open FY22 Operating Budget in March. Due to the continued uncertainty regarding COVID-19, the FY22 Operating Budget is currently blank and uneditable. We plan to pre-populate the FY22 Operating Budget with the Final version of the FY21 Operating Budget along with...

CalPlanning HCP updated with new Fee Remission and UCRP rates

July 20, 2020

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

HCP was updated this morning with the the FY21 final fee remission rates and UCRP rates.

The FY21 approved CBR rates for FY21 were updated in HCP on July 15.

Review the CBR, fee remission, and UCRP rates in the July 2020 release notes.

Please check the CalPlanning website...

July 2020 Release Notes

July 15, 2020

Updated July 20, 2020 - HCP updated with new FY21 Fee Remission and UCRP rates

July 2020 CalPlanning Release Notes

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available. We have removed the planned 3% merit in HCP for monthly paid employees in non-represented job codes. Also, HCP has been updated with the approved CBR rates for FY21.

July 20, 2020 - HCP was updated with new FY21 Fee Remission and UCRP rates.

Adjustments for planning purposes

...

CalPlanning HCP available

July 15, 2020

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available. We have removed the planned 3% merit in HCP for monthly paid employees in non-represented job codes. Also, HCP has been updated with the approved CBR rates for FY21.

Review more details about these CalPlanning updates in the July 2020 release notes.

Adjustments for planning purposes

When we opened the FY2020-21 Operating Budget in our...

Budget process update

March 12, 2020

As Executive Vice Chancellor and Provost Alivisatos announced this morning, we're updating the budget process due dates. We'll post updated information to the budget process deliverables page and share more information with your Divisonal Finance Leaders in the coming weeks.

Budgets are now due in CalPlan on Friday, April 3 at 7:00 pm.