Training

How do I plan for a vacant position?

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.

Add TBH showing on context sensitive menu

From the Monthly Pay Rate tab on the Manage Existing Employees and Job Codes form, right-click on the first column...

What is the difference between an R103 report and a CR103 report?

The R103 SRECNA Med report is run from the CalPlan reporting repository. The plan data reflects the data as of the latest save action taken by the planner in CalPlan. When a planner saves in CalPlan, the edits are aggregated to the entity level set in the CalPlan Preferences.

In CalPlan reports, actual data is as of the Last Loaded Month End Close in CalPlanning, does not include individual Fund details and uses the limited CalPlanning Chart of Accounts (COA).

The CR103 SRECNA Med report is run from the CalRptg...

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

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.

Update Existing Employee on context sensitive menu

In the Prompt Form, change the job...

In the CalPlan form Update Data CalPlan, is there a way I can remove all of the rows with no data or zeros?

You can apply a filter in the Update Data in Form to hide rows with no data, with zeros, or both.

Right-click on the first column and select Filter and then select one of the three options:

Hide rows with no data Hide rows with zeros Hide rows with zeros and no data

Filter rows in Update Data in Form...

If I have an employee who is leaving and I plan to re-fill the position, 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 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...

Can I delete a DeptID Adjustment that I no longer need?

Yes, you can either change the value(s) to zero or you can delete the intersection (row).

To delete the intersection, right-click on the DeptID Compensation row and select Manage DeptID Adjustments / Delete DeptID Adjustments.

Select Launch from the Delete DeptID Adjustment prompt and then select OK from the confirmation pop up box.

Since DeptID Compensation Adjustments don't actualize the row will be removed from the form.

How do I show that an employee will retire at the end of June, and will not continue into next year?

To remove an employee from your plan:

Open the Manage Existing Employees and Job Codes task list From the Monthly Pay Rate tab zero out the pay rate in the months you no longer want to include them in your plan.

OR

From the Distributions tab zero out the Distribution value for the months you no longer want them to be included in your plan.

You only need to zero out one metric as HCP needs both the Monthly Pay Rate AND the Distribution Value to calculate a planned Salary Expense.

Note...

Why are there intersections showing up in CalPlan that are read-only?

There are two possible reasons:

1. If the intersection includes a DeptID that is planned for Inactivation, it will display as read-only to provide visibility but restrict additional planning.

You can learn more about DeptID Inactivation on the DFL Knowledge and Resource Portal.

2. If the intersection...

How do I change the Account Dimension in the the HCP001 POV from Total Compensation to another salary account?

From the HCPRptg reporting repository, launch the HCP001 Employee Salary by Fund and Job Code report.

Select the needed members from the POV selection dialog box and select OK. From the Respond to Prompts dialog box, click on the Member Selection icon to the right of the Selection field.

Click the check box to the left of Total Compensation in the right-hand Selected side. Click on the left facing arrow to move Total Compensation to the Available side.

Click on the...

Budgeting for Experienced CalPlanning Users