Human Capital Planning (HCP)

If I have an employee who is leaving that I will rehire for, do I need to remove them from HCP?

If you have an employee who is leaving your unit and you plan to rehire for the job you have two options for planning for the new hire compensations:

1. Reuse the existing plan data. Zero out the Monthly Reg Pay values in the months between when your existing employee will no longer be working for you and you plan to rehire for the position on the Manage Existing Employee and Job Codes, Monthly Reg Pay form. Put a note in the Comments field to indicate that the future plans are for the...

Can I see the employee and position data that was in HCP prior to the simplification and move to Job Codes?

CalPlanning Planners with HCP access can view the HCP plan data within their entity security prior to the simplification process by launching the Jan18HCP from the CalPlanning Workspace-> Home page-> Applications section. This read-only view is in the old HCP layout so new planners may not be familiar with the navigation.

I have an employee in HCP who is no longer working for my unit. How do I remove them from my compensation plan?

updated: 3.06.18

Planners can remove an employee from their 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 (which now contains actuals for BFS closed months).

Can I change an existing employee's Job Code in HCP?

Yes. From the Manage Existing Employee and Job Code task list, Monthly Pay Rate tab, right-click on the row of the employee whose job code you would like to change. Select Manage employee->Update Employee. In the Prompt Form, change the job code and add the start year and start month of the new job code. You can also input any changes in Monthly Pay Rate if applicable for the start year and start month. Make sure that all other *required fields are filled in with all the existing values for that employee...

Is there a quick way to edit data in the HCP forms?

This functionality works in both CalPlan and HCP!

Is there a quick way to edit data in the CalPlan forms?

This functionality works in both CalPlan and HCP!

Can I change the DeptID, Salary Account, Fund &/or CF1 on a DeptID Adjustment I created in HCP?

When adding a DeptID Adjustment in HCP, planners can select any account from the available list. Once the DeptID Adjustment is created the Distribution elements- DeptID/Entity, Salary Account, Fund or CF1 CANNOT be edited.

If a change is needed, planners should right-click and Add a DeptID Adjustment that has the correct Distribution elements and then zero out the old incorrect DeptID Adjustment as needed.

updated 3.7.18

I made changes to my compensation plans in HCP but they aren't showing up in the HCPRptg reports?

Changes made to planned employee and position compensation expenses, pooled positions and DeptID adjustments must be saved in HCP prior to the next data push in order to view the impact of the changes in HCPRptg, HCP, CalRptg and CalPlan. The data push happens 5 times/day Monday - Friday. The first push occurs at 9:00 AM and then every three hours until 9:00 PM.

Do not run CalRptg or HCPRptg reports or refresh Smart View Ad Hoc queries during the first 15 minutes of the push hours.

Check out the...

How do I know which of the 5 Plan Only Fund Members an individual fund rolls up under in CalPlan and HCP?

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...

Can I delete a Pooled Position that was created but no longer needed?

Yes, CalPlanning users with the Planner role can delete a Pooled Position in HCP that is no longer needed for any period in which you are currently creating budgets.

From the Create and Manage Pooled Positions form, right-click on the cell containing the Pooled Position you would like to delete, select Manage Pooled Positon -->Delete Pooled Position Monthly Pay Rate.