Human Capital Planning (HCP)

Copy HCM data to your HCP plan

February 6, 2019

CalPlanning Community,

CalPlan and HCP are now available with FY19 Forecast Q2 Submission.

HCP updated so you can review and copy data from HCM

In addition, the CalPlanning Human Capital Plan (HCP) tool has been updated so that you can review and copy existing employee distributions from Human Capital Management (HCM) to your HCP plan. This will allow planners to focus on key variances between HCM and HCP in salary and/or distributions. This will be helpful if you don’t regularly...

CalPlanning December 2018 Actuals available

January 18, 2019
CalPlanning Community,
The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available with 2018 December Actuals. The FY2018-19 Forecast Working version has been updated with December Actuals. As a reminder, CalRptg is updated with Actuals on a daily basis.
As part of this release, we applied the annual removal of DeptIDs for planning as requested by the November 9 deadline. We also removed one Chart1 member from CalPlan and HCP as...

January 2019 Release Notes

January 17, 2019

January 2019 CalPlanning Release Notes

The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available with 2018 December Actuals. The FY2018-19 Forecast Working version has been updated with December Actuals. As a reminder, CalRptg is updated with Actuals on a daily basis.

Dept ID Inactivation

As part of this release, we applied changes for DeptIDs that are in the process of being inactivated. Actuals remain in the original entity but the Forecast and Operating Budget amounts have been moved to the mapped entity....

FY19 Forecast Q1 Submission version available for reporting

November 8, 2018

The CalPlanning planner tools, CalPlan and HCP, are now available with the FY19 Forecast Q1 Submission version available for reporting.

FY2018-19 Forecast and FY2019-20 Operating Budget are now available

September 21, 2018

CalPlanning Community,

The CalPlanning FY19 Forecast and FY20 Operating Budget are now available for planning and the months of July and August have been actualized in the Working Forecast. We opened the FY20 operating budget early to allow you to reflect changes that extend into the next year. Additionally, as we will not need to overwrite HCP data with an annual refresh, there is no reason to delay the opening to February. We continually update CalPlanning with monthly Actuals data, including compensation.

If you...

When creating a pooled position for NON-work study student workers which salary account should I select?

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When creating a pooled position for NON-work study student workers, select the salary account, A51231- Staff-Exempt from CBR. This salary account is mapped to the benefit account, A530XX_Stat that will not plan any benefits but will apply the current GAEL rate.

You can review the FY18 and FY19 HCP Pooled Position Salary Account, CBR and Fee Remission Rates job aid to learn more.

Where do I find the 5 high-level fund buckets from CalPlan and HCP in the Cal Answers Financial Management Reports?

The 5 high-level fund buckets in CalPlan and HCP are found within the Fund Group column.

If the Fund Group is not displayed in the default of the Cal Answers Financial Management dashboard report, you can right-click on the column labels in the location where you would like to add the Fund Group column. Select Include column and search for Fund Group from the list of includable columns. If it does not display in the list it may already be included in the report or not available.

Fund Groups

Unrestricted...

When is CalPlanning available?

CalPlanning is available with technical support:

8am-5pm, Monday - Friday, except University holidays

CalPlanning is open but without technical support

7am-8am, Monday - Friday and weekends
5pm-3am, Monday - Friday

CalPlanning is not available: 3am-7am daily

Check out the CalPlanning home page for the latest...

How do I plan for a Vacant Position?

We no longer load Vacant Positions from HCM to HCP.

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 Manage Existing Employees and Job Codes task list ->Monthly Pay Rate tab right-click and select Manage TBD -> Add TBH. Select the DeptID (defaults to the DeptID in...

How do I have a DeptID inactivated in CalPlanning tools?

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...