Training

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...

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

This functionality works in both CalPlan and HCP!