Human Capital Planning (HCP)

We are going to be hiring a additional employee later this year. Is there a way I can add the compensation expenses for this employee to my budget without knowing who the person is yet?

Yes, HCP allows you to plan for a To Be Hired (TBH) employee. From the Monthly Pay Rate tab of the Manage Existing Employees and Job Codes task list,, you can right click and select Manage Employee -> Add TBH. Select the DeptID (defaults to value in the right-clicked row), TBH #, Job Code,...

FY2018-19 Operating Budget open; actualized compensation data and simplified HCP available; FY2018-19 budget process update

February 22, 2018

CalPlanning Community,

The FY2018-19 Operating Budget is now open in CalPlanning. Please read below for information about tool enhancements and budget process planning.

Actualized compensation data and simplified HCP now available

We’re excited to announce that CalPlanning is now open with the following updates:

FY2017-18 Forecast Working is available with all closed months overwritten with actual data for all accounts, including compensation!...

CalPlanning New Hire Planner Training Now Enrolling

January 4, 2018

In preparation for the FY2018-19 Budget Cycle, we are offering three additional CalPlanning classes for our new hire finance staff (start date after February 2016) with the Planner role:

Navigating CalPlan Compensation Planning Theory Navigating Human Capital Planning (HCP)

These classes are part of the CalPlanning series and should be attended in the order listed. The prerequisite for attending Navigating CalPlan is the completion of the four basic classes:

Introduction to CalPlanning CalPlanning Reporting Smart View Ad Hoc Basics 1 & 2

Read more and if you are a newly...

FY18 Forecast Q1 Submission version available for reporting

December 6, 2017

The CalPlanning planner tools, CalPlan and HCP, are now available with the FY18 Forecast Q1 Submission version available for reporting.

As previously communicated, we will be actualizing the forecast later this month. A new version of the forecast called "PriorMonth" is available for reporting. PriorMonth will be overwritten each month; it is currently the same as Q1 submission.

Composite Benefit Rates updated in FY18 Forecast Working

November 17, 2017

October Actuals are now available in all CalPlanning tools and FY18 Forecast Working has been updated with the FY18 final GAEL, Fee Remission, and Composite Benefit Rates (CBR) rates.

Read more details about the release.

FY18 Beginning Balances are available in CalPlanning

September 19, 2017

The CalPlanning tools (CalPlan, CalRptg, HCP, HCPRptg, SmartView) are available with the following updates:

FY18 Actual Beginning Balances loaded for reporting in CalPlan FY18 Forecast Working updated with Beginning Balances from Actuals FY18 July Actuals available for reporting in CalPlan FY18 August Actuals available for reporting in CalPlan

Review the release note for details.

CalPlanning FY18 Forecast is open

August 18, 2017

The CalPlanning tools (CalPlan, CalRptg, HCP, HCPRptg, SmartView) are available and the FY18 Forecast Working is open. For more details, please review the associated release notes.

LAST Working Budget Lab Wednesday, May 3rd, 1:00- 3:00 pm

April 28, 2017

There is one more Working Budget Lab available before FY2017-18 budgets are due. Finance staff are invited to visit the CalPlanning website to sign up for the session on Wednesday, May 3, 1-3pm. Computers provided!

How do I get access to the CalPlanning tools?

To get access to CalPlanning, contact your local CalPlanning Access Provider and request access. Each unit has a CalPlanning Access Provider who can submit a CalPlanning User Access Request Form to change type of access or provide new access.

Check out the...