Employer Training Classes

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 quickly and easily view dates and enroll in classes in my|CalPERS; simply log in and select the Education tab.

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
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/CSU	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/CSU	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 Retiree Dental & Vision Coverage (state only) Survivor Health Benefits	Non-central State Agency Public Agency School State/CSU	Online	Health
my\|CalPERS Retirement Enrollment Learn how to perform CalPERS retirement enrollment and appointment maintenance transactions, including separations, retired annuitant appointments, and more. Student Guide - my\|CalPERS Retirement Enrollment (PDF, 1.13 MB)	Non-central State Agency Public Agency School	Instructor-Led	Retirement Enrollment	mycalpers
my\|CalPERS Payroll Reporting Learn how to upload a payroll report, copy forward from an existing report, add new records and submit payroll reports. Student Guide - my\|CalPERS Payroll Reporting (PDF, 2.05 MB)	Non-central State Agency Public Agency School	Instructor-Led	Payroll	mycalpers
my\|CalPERS Payroll 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 Payroll Adjustments (PDF, 1.24 MB)	Non-central State Agency Public Agency School	Instructor-Led	Payroll	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)	Non-central State Agency Public Agency School State/CSU	Instructor-Led	Cognos	mycalpers
my\|CalPERS Health Enrollment Learn how to perform health transactions, including new health, direct pay, COBRA, transitioning non-PERS health into retirement for public agencies and schools, dental into retirement for state agencies, and more. Student Guide - my\|CalPERS Health Enrollment (PDF, 2.61 MB) Supplemental Material - my\|CalPERS Health Aid: Health Event Types and Reasons for Employers (PDF)	Non-central State Agency Public Agency School State/CSU	Instructor-Led	Health	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)	Non-central State Agency Public Agency School State/CSU	Video	System Access Administration	mycalpers
my\|CalPERS Training - Contracts: Adding a Position Title Contract Amendments How to Request a Valuation Navigate Your Retirement Contract Benefits Public Agency Golden Handshake Schools Golden Handshake Submitting Tax-Deferred EPMC Resolution	Public Agency School	Online	Contracts	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	Non-central State Agency Public Agency School State/CSU	Online	Health	mycalpers
my\|CalPERS Training - Other Topics: Audits: Business Partner Review Functionality Reports: Generate & Manage Cognos Reports Retirement Appointment Reconciliation	Non-central State Agency Public Agency School State/CSU	Online	Other Topics	mycalpers
my\|CalPERS Training - Overview: How to Navigate Login & Password Reset Submit an Inquiry Upload & View Documents	Non-central State Agency Public Agency School State/CSU	Online	Overview	mycalpers
my\|CalPERS Training - Payments: Add a Payment Account Paying a Receivable Payment Through Employer Reporting View Billing & Payment Summary View Health Statements & Billing Roster View Payment History	Non-central State Agency Public Agency School	Online	Payments	mycalpers
my\|CalPERS Training - Payroll: Adjustment Reports Copy Forward an Earned Period Report How to Reverse a Payroll Record Reporting & Adjusting Special Compensation Reporting Earnings Over the Compensation Limit Request Extension for an Earned Period Report Search & Reverse Posted Payroll Records Simplified Payroll Adjustment Process Upload & Submit a Report View Service & Transaction History	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	Non-central State Agency Public Agency School State/CSU	Online	Retirement Enrollment	mycalpers
my\|CalPERS Training - System Access Administration: Adding & Maintaining a Business Partner Contract Managing Your Agency's Access & Communication Information Reset Password & Change Username	Non-central State Agency Public Agency School State/CSU	Online	System Access Administration	mycalpers
Retirement Business Rules - About CalPERS: CalPERS 101: More Than Just a Retirement System Retirement Contracts for Public Agencies & Schools	Non-central State Agency Public Agency School State/CSU	Online	About CalPERS
Retirement Business Rules - Membership: Qualifications for California State Universities Qualifications for Public Agencies Qualifications for Schools Qualifications for State Agencies	Non-central State Agency Public Agency School State/CSU	Online	Membership
Retirement Business Rules - Payroll Reporting: Special Compensation for Public Agency & Schools The Importance of Accurately Reporting Payroll	Non-central State Agency Public Agency School	Online	Payroll