Training

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

Yes, DeptID Compensation Adjustments can be deleted in HCP by either zeroing out the values in the months or right-clicking over the DeptID Compensation row and selecting Manage DeptID Adjustments -> Delete DeptID Adjustments. Click Launch from the Delete DeptID Adjustment prompt and OK from the confirmation pop up box. Since DeptID Compensation Adjustments don't actualize the row will be removed from the form.

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 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...

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!...

CalPlan Actualized Forecast Demos Now Complete

January 23, 2018

The CalPlanning Actualized Forecast team hosted two CalPlan Actualized Forecast Demonstrations for campus finance members trained in the CalPlan tool. In each session, they provided an

Update for the Finance community on the changes to the CalPlan tool for the FY2018-19 budget cycle and timeline for implementing

Demonstration of the changes in the CalPlan tool

Reviewed CalPlan data entry tips & tricks

Identified new and existing CalPlan & CalRptg reports to support working with the actualized...

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...