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 CalPERS' Education & Training Classes by Business Role (PDF). 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  

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 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, 1.95 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 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, 1.86 MB)

  • Non-central State Agency
  • Public Agency
  • School
Instructor-Led Payroll 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, 1.83 MB)

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

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, 1.37 MB)

  • Non-central State Agency
  • Public Agency
  • School
Instructor-Led Retirement Enrollment 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 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 New COBRA Enrollment
  • Change/Cancel Health Plans & Delete Dependent
  • Dental Enrollment Into Retirement
  • Exporting the Health Billing Roster
  • New, Add a Dependent & Rescind a Health Enrollment
  • Non-CalPERS 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
  • Out-of-Class: Reporting
  • 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 & Reset Your Password
  • 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
  • Projected Contributions
  • 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 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
  • 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 Agencies & Schools
  • The Importance of Accurately Reporting Payroll
  • Non-central State Agency
  • Public Agency
  • School
Online Payroll  
Class Audience Format Subject