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.
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...
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...
You can reference the BFS to CalPlan Fund Map Table. The table maps each of the 25,000+ individual BFS Funds to the 5 Plan Only Fund members available in CalPlan and HCP. Use the Find functionality in MS Excel to locate the individual BFS fund in Column A and Column D includes the name of the Plan Only Fund.
As this table is updated with each monthly CalPlanning release it is recommended that you access it from the CalPlanning Job Aids...
Yes. From the Monthly Pay Rate tab on the Manage Existing Employee and Job Code form, right-click on the row of the employee whose job code you would like to change. Select Manage Employee / Update an Existing Employee.
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....
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...
Yes, you can delete the intersection for a Pooled Position that has no data in the Forecast year (and Operating Budget year if available).
From the Create and Manage HCP Pooled Positions form, right-click on the first column of the row containing the Pooled Position you would like to delete and select Manage Pooled Position / Delete Pooled Position
You cannot delete an intersection for which there is data, even if the month has closed.
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.
