Business Rules & myCalPERS Classes

• Business Rules (3 hours) — Discover valuable resources to assist you with your CalPERS-related business. Learn about membership, special compensation, retirement benefits, reporting responsibilities, and the CalPERS website. As well as employer-specific topics:
  • Public Agencies – payroll, retirement contracts, valuation reports, and optional membership
  • Schools – PERS/STRS elections, school-specific payroll reporting, and post-retired employment
  • State Agencies – state-specific membership reporting compliance, central vs. non-central agency specific, and regulations specific to California State Universities
• Advanced Membership (1.5 hours) — Expand your knowledge of CalPERS membership laws and regulations. Topics include employment certification, membership qualifications, non-contributory/overtime appointments, independent contractors, and post-retirement employment. We recommend you take the agency-specific Business Rules class before taking advanced classes.
• Advanced Compensation (1.5 hours) — Go beyond the basics of compensation reporting. Topics include pay schedule and labor agreement compliance, benefit and compensation limits, reporting errors scenarios, and special compensation types. We recommend you take the agency-specific Business Rules class before taking advanced classes.
• Business Rules: Health (2.5 – 3 hours; health contracting agencies only) — Understand your responsibilities as a CalPERS health benefits officer, specific to your agency type:
  • Public Agency and Schools (2.5 hours) – Learn about the health plan options, eligibility and enrollment requirements, health benefits into retirement, and health resources on the CalPERS website.
  • State (3 hours) – All of the topics above plus Dependent Eligibility Verification (DEV), retiree dental and vision coverage, permanent intermittent eligibility, and regulations specific to California State Universities.
• Hiring Retired Annuitants: Focus Session (2 hours) — Strengthen your understanding of how to confidently hire and manage retired annuitants while staying compliant. In this session, we’ll explore key considerations for hiring retirees, break down important rules and restrictions, and highlight the potential consequences of noncompliance. You’ll also be introduced to our new Retired Annuitant Hiring Questionnaire, a practical tool designed to support compliant hiring decisions.

Our classes are organized in a specific sequence across three days. Each class is unique and requires separate registration through myCalPERS. This allows you to attend the classes necessary for your business partner role.

Business Rules In-Person or Virtual Instructor-Led Training

• myCalPERS Retirement Enrollment (2.5 – 3 hours) — Verify membership status, add and change appointments for active employees and retired annuitants, and reconcile and maintain appointment statuses. Class duration: 3 hours for central-state agencies and 2.5 hours for all other agencies
  • Student Guide - myCalPERS Retirement Enrollment (PDF, 2.43 MB)
• myCalPERS Health Enrollment (3 hours) — Process new health enrollments and changes, rescind a transaction, review health enrollment details, change a dependent's demographics, and run health reports.
  • Student Guide - myCalPERS Health Enrollment (PDF, 2.47 MB )
• myCalPERS Payroll Reporting (2.5 hours) — Use the online-data-entry method to create an earned period report, add and maintain records, process a report, and reconcile missing payroll.
  • Student Guide - myCalPERS Payroll Reporting (PDF, 4.65 MB)
• myCalPERS Payroll Adjustments (2.5 hours) — Use the online-data-entry method to report retroactive payroll records and make corrections.
  • Student Guide - myCalPERS Payroll Adjustments (PDF, 2.28 MB)
• myCalPERS Reports (1.5 hours) — Run reports in myCalPERS.
  • Student Guide - myCalPERS Reports (PDF)
• myCalPERS System Access Administration (2 hours) — Learn the roles and responsibilities of a myCalPERS system access administrator, add and maintain your agency's contacts, system users, and information.
  • Student Guide - myCalPERS System Access Administration (PDF, 2.23 MB)

Our classes are organized in a specific sequence across three days. Each class is unique and requires separate registration through myCalPERS. This allows you to attend the classes necessary for your business partner role.

myCalPERS In-Person or Virtual Instructor-Led Training

• CalPERS 101: More Than Just a Retirement System

• Qualifications for California State Universities (CSU)
• Qualifications for Public Agencies, State Agencies & Schools
• Requirements for Public Agencies & Schools

• The Importance of Accurately Reporting Payroll
• Special Compensation for Public Agencies & Schools

• Health Plan Options
• Health Benefits Officer Roles & Responsibilities
• Health Eligibility Requirements
• Health Enrollment
• Health Benefits Into Retirement
• Retiree Dental & Vision Coverage (state only)
• Survivor Health Benefits

• Navigation
• Submit an Inquiry

• Maintain Your Agency’s Address & Communication Information
• Add & Maintain Business Partner Contacts
• Change Username, Unlock Account & Reset Password

• Navigate Your Retirement Contract Benefits
• Add a Position Title

• Add a New Appointment
• Edit Reciprocal Information
• Enrolling a Retired Annuitant
• Add Appointment Events
• Out-of-Class Reporting

• Copy Forward an Earned Period Report
• Maintain Payroll Records
• Manage Records in a Payroll Report
• Report a Zero Payroll Record
• Reporting & Adjusting Special Compensation
• Reporting Earnings Over the Compensation Limit
• Request Extension for an Earned Period Report
• Adjustment Reports
• View Service & Transaction History

• Certify a Leave of Absence Service Credit Purchase Request
• Service Credit Purchase & Arrears

• New Enrollment
• Non-CalPERS Enrollment
• Non-PERS Continued Health Into Retirement
• Non-PERS and CalSTRS New Enrollment
• Change Plan
• Add a Dependent
• Delete Dependent
• COBRA Enrollment for Deleted Dependents
• COBRA Enrollment for Employees
• Dental Enrollment Into Retirement
• Cancellation
• Rescission
• Set Up Direct Pay
• Reconcile State-Active Premiums
• Billing Reconciliation

• Add a Payment Account
• Paying a Receivable
• Projected Contributions
• View Billing & Payment Summary & Payment History

• Reconcile by Appointments
• Reconcile by Earned Period Report
• Reconcile by Rate Plan Receivables

• Run & Locate Reports