When adding a DeptID Comp Adjustment in HCP, you can select any account from the available list.
Once the DeptID Comp Adjustment is created, the Distribution elements (DeptID / Entity, Salary Account, Fund or CF1) CANNOT be edited.
If a change is needed, right-click and select Add a DeptID Comp Adjustment that has the correct Distribution elements and then zero out the values from the incorrect DeptID Comp Adjustment as needed.
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.
The process for removing the ability to plan to DeptIDs in CalPlanning is an annual process which occurs each January.
Currently the inactivation process is on hold as we work to finalize the timing and requirements. However, Planners should still submit the DeptIDs planned for inactivation so we can process when we reopened.
Before submitting a DeptID for planned inactivation, please check the DeptID status in CalPlan list. If the DeptID is...
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 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...
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.
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...
The CalPlan and HCP planning applications are available with the FY24 beginning balance and July through September Actuals (this data are already available in CalRptg). The FY2024-25 Operating Budget has been seeded with preliminary numbers to assist planning activities but remember that these are subject to change.
The FY24 Operating Budget has been finalized and is now available for reporting in CalPlanning.
The CalPlanning reporting tools (CalRptg and HCPRptg) are available for use in CalPlanning and Smart View. To access reports in CalPlanning, select the Explore button.
CalPlanning planning tools (CalPlan and HCP) remain unavailable as we prepare to open FY24 Forecast and a preview of the FY25 Operating Budget for edits.
