Our instructor-led and online classes teach business rules and procedures as well as how to use my|CalPERS for reporting. View a list of our Online Classes for Employers (PDF) or view our instructor-led Employer Education Schedule (PDF) for class dates. You can also view dates and enroll in classes in my|CalPERS; just log in and select the Education tab for more information. You don't need to enroll to watch videos. Select the video link to view the video directly on YouTube.

If you don't have my|CalPERS access, contact your system access administrator.

You can use the table below to search for classes by title, audience, format, and/or subject. Visit my|CalPERS Student Guides to access corresponding course materials, or find them in the relevant class descriptions below.

Class Audience Format Subject  

Business Rules
Learn about the CalPERS website, reference guide, retirement contracts, membership, payroll, special compensation, retirement benefits, and employer reporting responsibilities.

  • Public Agency
  • School
  • State
Instructor-Led Overview  

Business Rules: Health
Learn about the CalPERS website, health benefits guide, health plan options, eligibility and enrollment requirements, health benefits into retirement, and employer health benefits officer reporting responsibilities.

  • Public Agency
  • School
  • State
Instructor-Led Overview  

Health Business Rules:

  • Contracting Agency Health Billing (Public Agency & Schools Only)
  • Health Benefits into Retirement
  • Health Benefits Officer
  • Health Eligibility Requirements
  • Health Enrollment
  • Health Plan Options
  • Survivor Health Benefits
  • Retiree Dental & Vision Coverage (State & CSU only)
  • CSU
  • County School
  • Non-central State Agency
  • Public Agency
  • School
  • State
Online Health  

my|CalPERS 101: Health Enrollment Basics
Learn how to perform health transactions, including new health, direct pay, COBRA, transitioning non-PERS into retirement, and more.

Student Guide - my|CalPERS Course 101: Health Enrollment Basics for Public Agencies & Schools (PDF, 2.03 MB)

Supplemental Material - my|CalPERS Health Aid: Health Event Types and Reasons for Employers (PDF)

  • Public Agency
  • School
Instructor-Led Health mycalpers

my|CalPERS 102: Health Enrollment Basics
Learn how to perform health transactions, including new health, direct pay, COBRA, dental enrollment into retirement, and more.

Student Guide - my|CalPERS Course 102: Health Enrollment Basics for Central & Non-Central State Agencies (PDF, 2.29 MB)

Supplemental Material - my|CalPERS Health Aid: Health Event Types and Reasons for Employers (PDF)

  • Non-central State Agency
  • State
Instructor-Led Health mycalpers

my|CalPERS 103: Retirement Enrollment Basics
Learn how to perform CalPERS retirement enrollment and appointment maintenance transactions, including separations, retired annuitant appointments, and more.

Student Guide - my|CalPERS Course 103: Retirement Enrollment Basics for Public Agencies, Schools & Non-Central State Agencies (PDF)

  • Non-central State Agency
  • Public Agency
  • School
Instructor-Led Enrollment mycalpers

my|CalPERS 104: Payroll Contribution Reporting Basics
Learn how to upload a payroll report, copy forward from an existing report, add new records and submit payroll reports.

Student Guide - my|CalPERS Course 104: Payroll Contribution Reporting Basics for Public Agencies, Schools & Non-Central State Agencies (PDF, 2.13 MB)

  • Non-central State Agency
  • Public Agency
  • School
Instructor-Led Payroll mycalpers

my|CalPERS 107: Setting Up EFT Accounts and Making Payments
Learn how to set up and maintain electronic funds transfer (EFT) accounts, and make online and check payments to CalPERS.

Student Guide - my|CalPERS Course 107: Setting Up EFT Accounts and Making Payments for Public Agencies, Schools & Non-Central State Agencies (PDF, 1.78 MB)

  • Non-central State Agency
  • Public Agency
  • School
Instructor-Led Payments mycalpers

my|CalPERS 204: Submitting Payroll Corrections with Adjustments
Learn about adjustment types, how to review posted payroll, and how to apply the appropriate adjustments to correct employees' payroll accounts, and process adjustments through the simplified payroll adjustment tool.

Student Guide - my|CalPERS Course 204: Submitting Payroll Corrections with Adjustments for Public Agencies, Schools & Non-Central State Agencies (PDF, 1.54 MB)

  • Non-central State Agency
  • Public Agency
  • School
Instructor-Led Payroll mycalpers

my|CalPERS 206: Retirement Contract Overview
After watching this video, you'll know how to access your agency's retirement contract and view all current contract information using my|CalPERS.

Student Guide - my|CalPERS Course 206: Retirement Contract Overview for Public Agencies and Schools (PDF, 1.45 MB)

  • Public Agency
  • School

Video

Contracts mycalpers

my|CalPERS Employer Reports (Cognos)
Learn how to generate and save reports, manage folders, and schedule recurring reports.

Student Guide - my|CalPERS Employer Reports (Cognos) (PDF)

  • CSU
  • County School
  • Non-central State Agency
  • Public Agency
  • School
  • State
Instructor-Led Cognos mycalpers

my|CalPERS Retirement Appointment Reconciliation
Learn how to reconcile your agency's retirement appointments (contributory appointments with missing payroll). This class will prepare you to more efficiently identify missing payroll records, resolve payroll record discrepancies, and reconcile retirement appointments.

Student Guide - my|CalPERS Retirement Appointment Reconciliation (PDF, 1.99 MB)

  • Non-central State Agency
  • Public Agency
  • School
Instructor-Led Enrollment and Payroll mycalpers

my|CalPERS System Access Administration
Learn the roles and responsibilities of a system access administrator. Topics include adding and maintaining existing contacts, deactivating accounts, and updating system accounts.

Student Guide - my|CalPERS System Access Administration (PDF, 1.16 MB)

  • CSU
  • County School
  • Non-central State Agency
  • Public Agency
  • School
  • State
Instructor-Led System Access Administration mycalpers

my|CalPERS System Access Administration
After watching this video, you’ll understand the roles and responsibilities of a system access administrator. Topics include adding and maintaining existing contracts, deactivating accounts, and updating system access.

Student Guide - my|CalPERS System Access Administration (PDF, 1.16 MB)

  • CSU
  • County School
  • Non-central State Agency
  • Public Agency
  • School
  • State

Video

System Access Administration mycalpers

my|CalPERS Training - Health:

  • Add a Dependent
  • Add a New COBRA Enrollment
  • Add a New Enrollment
  • Add a New Non-CalPERS Enrollment
  • Cancel Health Plan
  • Change of Health Plan
  • Continuing Non-CalPERS into Retirement
  • Delete a Dependent
  • Dental Enrollment into Retirement
  • Exporting the Health Billing Roster
  • Rescind a Health Enrollment
  • Set Up Direct Pay
  • Upload & Submit a Health Enrollment File
  • CSU
  • County School
  • Non-central State Agency
  • Public Agency
  • School
  • State
Online Health mycalpers

my|CalPERS Training - Other Topics:

  • Audits: Business Partner Review Functionality
  • Reports: How to Generate
  • Reports: Managing Cognos Reports
  • CSU
  • County School
  • Non-central State Agency
  • Public Agency
  • School
  • State
Online Other Topics mycalpers

my|CalPERS Training - Overview:

  • How to Navigate
  • Login & Password Reset
  • Submit an Inquiry
  • Upload & View Documents
  • CSU
  • County School
  • Non-central State Agency
  • Public Agency
  • School
  • State
Online Overview mycalpers

my|CalPERS Training - Payments:

  • Add a Payment Account
  • Paying a Receivable
  • Payment Through Employer Reporting
  • Scheduling Automatic Payments
  • View Billing & Payment Summary
  • View Health Statements & Billing Roster
  • View Payment History
  • CSU
  • County School
  • Non-central State Agency
  • Public Agency
  • School
Online Payments mycalpers

my|CalPERS Training - Payroll:

  • Adjustment Reports
  • Copy Forward & Submit a Report
  • How to Reverse a Payroll Record
  • Reporting & Adjusting Special Compensation
  • Reporting Past the Compensation Limit
  • Request an Extension
  • Search & Reverse Posted Payroll Records
  • Simplified Payroll Adjustment Process
  • Upload & Submit a Report
  • View Transaction History
  • CSU
  • County School
  • Non-central State Agency
  • Public Agency
  • School
Online Payroll mycalpers

my|CalPERS Training - Retirement Enrollment:

  • Add a New Appointment
  • Correcting Appointment & Demographic Information
  • Correcting Unused Sick Leave Balances
  • Enrolling a Retired Annuitant
  • Permanent Separation
  • Process a Leave of Absence
  • Searching for a Participant
  • Update Record
  • Upload & Submit a Retirement Enrollment
  • Verification of Membership Eligibility
  • CSU
  • County School
  • Non-central State Agency
  • Public Agency
  • School
  • State
Online Overview mycalpers

my|CalPERS Training - System Access Administration:

  • Adding a Business Partner Contract
  • Deactivate & Reactivate a Contact
  • Delete a Business Partner Contact
  • Lock & Unlock a User's System Access
  • Managing Your Agency's Access & Communication Information
  • Reset Password & Change Username
  • CSU
  • County School
  • Non-central State Agency
  • Public Agency
Online System Access Administration mycalpers

Retirement Business Rules - About CalPERS:

  • CalPERS 101: More Than Just a Retirement System
  • Retirement Contracts for Public Agencies and Schools
  • CSU
  • County School
  • Non-central State Agency
  • Public Agency
  • School
  • State
Online About CalPERS  

Retirement Business Rules - Membership:

  • Qualifications for California State Universities
  • Qualifications for Public Agencies
  • Qualifications for Schools
  • Qualifications for State Agencies
  • CSU
  • County School
  • Non-central State Agency
  • Public Agency
  • School
  • State
Online Membership  

Retirement Business Rules Payroll Reporting:

  • Special Compensation for Public Agency and Schools
  • The Importance of Accurately Reporting Payroll
  • County School
  • Non-central State Agency
  • Public Agency
  • School
Online Payroll Reporting  
Class Audience Format Subject