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.
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.
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.
The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available. HCP has been updated with the new Composite Benefit Rates structure and rates and we loaded updated UCPath HCM data for planners to review and selectively copy to HCP.
Please note this major change: When the Copy HCM by Entity to Plan is used by the planner, ALL To Be Hired data will be cleared in that entity. Make note of To Be Hired data (i.e. export the forms to Excel) in case you need to re-enter it.
The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available. HCP has been updated with the new CBR structure and rates and we loaded updated UCPath HCM data for planners to review and selectively copy to HCP.
The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available with 2019 December Actuals. The FY2019-20 Forecast Working version has been updated with December Actuals. As a reminder, CalRptg is updated with Actuals on a daily basis.
Central Transfers
FY20 and FY21 Central Transfers and Commitments have updated in CalPlanning from a combination of Actuals data, permanent budget, and planned data from the Campus...
The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available with 2019 December Actuals. The FY2019-20 Forecast Working version has been updated with December Actuals.
In addition, we have updated central transfers (including the General Allocation, for FY20 and FY21.
As part of the January 2 release, we applied the annual removal of DeptIDs for planning.
Review more details about these CalPlanning updates in the...
The CalPlanning planner tools, CalPlan and HCP, are now available with the FY20 Forecast Q1 Submission version. We have also updated CalPlanning to improve performance, reliability, and compatibility with newer browsers and operating systems. Please note: There will be several actions that all CalPlanning users need to do when first logging in. Please review the job aid for...
The HCP planning and HCPRptg reporting applications are available with several changes:
HCP and HCPRptg data was converted to match UCPath employee ID, job code, and account code.
HCP detail was copied from FY20 to FY21.
HCP now includes a calculation for UC Retirement Plan (UCRP) along with revised calculations for Composite Benefit Rates (CBR), General, Automobile, and Employment...
The HCP planning and HCPRptg reporting applications are available with several changes:
HCP and HCPRptg data was converted to match UCPath employee ID, job code, and account code.
HCP detail was copied from FY20 to FY21.
HCP now includes a calculation for UC Retirement Plan (UCRP) along with revised calculations for Composite Benefit Rates (CBR), and General, Automobile, and Employment Liability (GAEL). DeptID adjustments which added UCRP costs to the plan have been cleared....