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 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
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 Benefit Officer (HBO) reporting responsibilities.	Public Agency School State	Instructor-led	Overview
CalPERS 101: More Than Just a Retirement System From initiating a contract through submitting payroll and membership data to the retirement application, this class provides valuable information to help make you successful when dealing with CalPERS.	CSU County School Non-central Public Agency School State	Online	Overview
CalPERS Membership Topics covered include membership qualifications, agreements with other public retirement systems, working after retirement, additional CalPERS programs, and more.	CSU County School Public Agency State	Online	Membership
CalPERS Resources and Online Tools This class will teach you about resources and communication tools available online to assist you in doing business with CalPERS.	CSU County School Non-central Public Agency School State	Online	Resources
CalPERS Retirement 101: Preparing Your Employees Understand the impact you have on your employees' retirement and how to work with CalPERS to successfully prepare your employees for their future.	CSU County School Non-central Public Agency School State	Online	Overview	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. This class includes important information on billing and cut-off dates, and instruction on how to run reports for receivables, payments, and health reports. Student Guide - my\|CalPERS Course 107: Setting Up EFT Accounts and Making Payments for Public Agencies, Schools, & Non-Central State Agencies (PDF, 1 MB)	Public Agency School Non-central	Instructor-led	Payments	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, 2.35 MB)	Public Agency School	Video	Contracts	mycalpers
Employer Contracts Review the history of CalPERS, CalPERS Defined Benefit Retirement Plan, information resources, and processing contracts.	Public Agency School	Online	Contracts
Employer's Role in Employee Benefits Learn how to complete employer certification, how service credit is calculated, types of service credit, and how accurate payroll reporting is key to an accurate retirement benefit.	CSU County School Non-central Public Agency School State	Online	Overview
Health Benefits: Contracting Agency Health Billing Familiarize yourself with the public agency billing and payment process, keying deadlines, reconciling statements, payment options, and consequences of late payment, under payment, delinquent payment, and overpayment.	Public Agency School	Online	Health
Health Benefits: Health Benefits into Retirement Learn about employer contributions, state health vesting, employee separation and retirement dates affecting health benefits, retiree eligibility criteria, and basic Medicare information.	Public Agency School State	Online	Health
Health Benefits: Health Benefits Officer Identify your roles and responsibilities as a Health Benefits Officer (HBO) within your agency, learn how we communicate with you, and utilize various health benefits resources.	Public Agency School State	Online	Health
Health Benefits: Health Eligibility Requirements Get to know the health eligibility requirements for active employees and eligible family members.	Public Agency School State	Online	Health
Health Benefits: Health Enrollment Familiarize yourself with various enrollment opportunities for your agency, distinguish between mandatory and permissive events, apply enrollment time frames and effective dates when enrolling active employees and their eligible family members, and learn how life changes can affect health benefits. Also learn how to recognize required documentation for enrollment changes.	Public Agency School State	Online	Health
Health Benefits: Health Plan Options Learn to verify health plan availability, identify CalPERS basic health plans, and locate tools and resources to help your employees choose a health plan.	Public Agency School State	Online	Health
Health Benefits: Retiree Dental & Vision Coverage Become familiar with retiree dental eligibility and required documentation for enrollment, and identify roles and responsibilities of various entities for both dental and vision coverage.	State	Online	Health
Health Benefits: Survivor Health Benefits Learn about survivor health eligibility and enrollment due to the death of an active employee.	Public Agency School State	Online	Health
Importance of Accurately Reporting Payroll Topics covered in this class include payroll reports, pay rates, special compensation, and earnings.	CSU County School Non-central Public Agency School State	Online	Payroll
my\|CalPERS 101: Health Enrollment Basics Learn how to perform health transactions, including new health, direct pay, COBRA, transition non-PERS into retirement, and more. Also, gain knowledge of how to process a permanent separation, view a health bill and enrollee roster, and access health reports. Student Guide - my\|CalPERS Course 101: Health Enrollment Basics for Public Agencies & Schools (PDF, 2.67 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 access health reports and complete health transactions, including dental into retirement, direct pay, and COBRA. Student Guide - my\|CalPERS Course 102: Health Enrollment Basics for Central & Non-Central State Agencies (PDF, 2.11 MB) Supplemental Material - my\|CalPERS Health Aid: Health Event Types and Reasons for Employers (PDF)	State	Instructor-led	Health	mycalpers
my\|CalPERS 103: Retirement Enrollment Basics Learn how to perform CalPERS retirement transactions, including new retirement enrollments, separations, retired annuitant appointments, and more. Also, learn how to access and generate retirement enrollment reports. Student Guide - my\|CalPERS Course 103: Retirement Enrollment Basics for Public Agencies, Schools, & Non-Central State Agencies (PDF, 1.90 MB)	Public Agency School Non-central State Agency	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, correct errors, process adjustments, etc. We'll also teach you how to access reports within my\|CalPERS and use the Cognos tool. Student Guide - my\|CalPERS Course 104: Payroll Contribution Reporting Basics for Public Agencies, Schools, & Non-Central State Agencies (PDF, 2.54 MB)	Public Agency School Non-central State Agency	Instructor-led	Payroll	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. Student Guide - my\|CalPERS Course 204: Submitting Payroll Corrections with Adjustments for Public Agencies, Schools, & Non-Central State Agencies (PDF, 2.84 MB)	Public Agency School Non-central Employers	Instructor-led	Payroll	mycalpers
my\|CalPERS 205: So You Want To Run a Cognos Report? Learn how to more efficiently navigate the Cognos reports function. Topics include generating and saving selected reports, managing folders, and scheduling recurring reports. Student Guide - my\|CalPERS Course 205: So You Want To Run a Cognos Report? (PDF, 2.6 MB)	CSU County School Non-central Public Agency School State	Instructor-led	Cognos	mycalpers
my\|CalPERS Business Partner Review Functionality This class will help you respond to employer review determinations and instructions in my\|CalPERS.	Public Agency School	Online	Audits	mycalpers
my\|CalPERS Changes Due to the Public Employees' Pension Reform Act of 2013 (PEPRA) This class covers changes to my\|CalPERS due to the implementation of PEPRA.	CSU County School Non-central Public Agency School State	Online	PEPRA	mycalpers
my\|CalPERS Contracts: Adding a Position Learn how to add and maintain a position in my\|CalPERS.	CSU County School Non-central Public Agency School State	Online	Contracts	mycalpers
my\|CalPERS Contracts: Amendment to Contracts This class teaches you how to amend your contract in my\|CalPERS both with and without a submitted valuation.	Public Agency School	Online	Contracts	mycalpers
my\|CalPERS Contracts: Golden Handshake Become familiar with submitting an employer resolution to provide two years additional service credit.	Public Agency School	Online	Contracts	mycalpers
my\|CalPERS Contracts: How To Request a Valuation Learn how to request a valuation in my\|CalPERS.	Public Agency School	Online	Contracts	mycalpers
my\|CalPERS Contracts: Navigate Your Retirement Contract Take this class to learn how to access your retirement contract in my\|CalPERS.	CSU County School Non-central Public Agency School State	Online	Contracts	mycalpers
my\|CalPERS Contracts: Submitting Tax Deferred EPMC Resolution Learn how to access and submit an employer paid member contribution (EPMC) resolution.	Public Agency School	Online	Contracts	mycalpers
my\|CalPERS Health: Add a Dependent This class provides an overview of the process to add a new dependent in my\|CalPERS.	CSU County School Non-central Public Agency School State	Online	Health	mycalpers
my\|CalPERS Health: Add a New COBRA Enrollment Learn how to add a new COBRA enrollment in my\|CalPERS.	CSU County School Non-central Public Agency School State	Online	Health	mycalpers
my\|CalPERS Health: Add a New Enrollment This class teaches how to add a new health enrollment transaction in my\|CalPERS.	CSU County School Non-central Public Agency School State	Online	Health	mycalpers
my\|CalPERS Health: Add a New Non-CalPERS Enrollment Learn how to add a new non-CalPERS health enrollment transaction in my\|CalPERS.	CSU County School Non-central Public Agency School State	Online	Health	mycalpers
my\|CalPERS Health: Cancel Health Plan Learn how to cancel health benefits in my\|CalPERS.	CSU County School Non-central Public Agency School State	Online	Health	mycalpers
my\|CalPERS Health: Change of Health Plan Learn how to change a health plan in my\|CalPERS.	CSU County School Non-central Public Agency School State	Online	Health	mycalpers
my\|CalPERS Health: Continuing Non-CalPERS into Retirement This class covers how to continue a non-CalPERS participant's health coverage into retirement.	CSU County School Non-central Public Agency School State	Online	Health	mycalpers
my\|CalPERS Health: Delete a Dependent Learn to process a delete dependent health transaction in my\|CalPERS.	CSU County School Non-central Public Agency School State	Online	Health	mycalpers
my\|CalPERS Health: Dental Enrollment into Retirement Learn to enter a continuation of dental enrollment into retirement.	State	Online	Health	mycalpers
my\|CalPERS Health: Exporting the Health Billing Roster This class will teach you to download the Health Billing Roster from my\|CalPERS to an IBM Cognos report format.	CSU County School Non-central Public Agency School State	Online	Health	mycalpers
my\|CalPERS Health: Rescind an Enrollment Transaction This class teaches the process of rescinding a health transaction in my\|CalPERS.	CSU County School Non-central Public Agency School State	Online	Health	mycalpers
my\|CalPERS Health: Set Up Direct Pay Learn to set up and verify direct pay for a participant in my\|CalPERS.	CSU County School Non-central Public Agency School State	Online	Health	mycalpers
my\|CalPERS Health: Upload & Submit an Enrollment Learn to upload and submit a health enrollment file in my\|CalPERS.	CSU County School Non-central Public Agency School State	Online	Health	mycalpers
my\|CalPERS Member Self Service & Online Resources This class will review how to access your personal CalPERS account information and highlight the valuable online tools and resources available to you.	CSU County School Non-central Public Agency School State	Instructor-led	Resources	mycalpers
my\|CalPERS Overview: How to Navigate Learn how to navigate and access the main areas of information in my\|CalPERS.	CSU County School Non-central Public Agency School State	Online	Overview	mycalpers
my\|CalPERS Overview: Log In and Password Reset In this class you will learn how to log in to my\|CalPERS as a business partner and reset your password.	CSU County School Non-central Public Agency School State	Online	Overview	mycalpers
my\|CalPERS Overview: Maintain Business Partner Profile This class teaches how to maintain a business partner profile in my\|CalPERS.	CSU County School Non-central Public Agency School State	Online	Overview	mycalpers
my\|CalPERS Overview: Upload & View Documents Learn how to upload and view documents in my\|CalPERS.	CSU County School Non-central Public Agency School State	Online	Overview	mycalpers
my\|CalPERS Payments: Add Payment Account Receive instruction on adding a new payment account in my\|CalPERS to make payments on your receivables.	Public Agency School	Online	Payments	mycalpers
my\|CalPERS Payments: Paying Receivable This class explains what a receivable is and how to make payments on multiple receivables in my\|CalPERS.	Public Agency School	Online	Payments	mycalpers
my\|CalPERS Payments: Payment Through Employer Reporting Learn to set up a payment schedule and make a single payment on receivables.	Public Agency School	Online	Payments	mycalpers
my\|CalPERS Payments: Scheduling Automatic Payments Become comfortable with setting up a payment schedule with automatic payments.	Public Agency School	Online	Payments	mycalpers
my\|CalPERS Payments: View Billing & Payment Summary This class provides an overview on how to view summary information related to your billing and payments.	Public Agency School	Online	Payments	mycalpers
my\|CalPERS Payments: View Health Statements & Billing Roster Learn how to access, understand, and view health statements and billing rosters.	Public Agency School	Online	Payments	mycalpers
my\|CalPERS Payments: View Payment History In this class you will learn how to view electronic payments.	Public Agency School	Online	Payments	mycalpers
my\|CalPERS Payroll: Adjustment Reports This classes teaches you how to make a retroactive payroll adjustment to a payroll report in my\|CalPERS.	Public Agency School	Online	Payroll	mycalpers
my\|CalPERS Payroll: Copy Forward & Submit a Report Learn how to copy forward previously posted payroll files and submit a payroll report in my\|CalPERS.	CSU County School Non-central Public Agency School State	Online	Payroll	mycalpers
my\|CalPERS Payroll: Reporting and Adjusting Special Compensation Learn to report special compensation for current earned periods	CSU County School Non-central Public Agency School State	Online	Payroll	mycalpers
my\|CalPERS Payroll: Reporting Past the Compensation Limit This class will teach you to correctly report payroll when the compensation limit has been reached.	CSU County School Non-central Public Agency School State	Online	Payroll	mycalpers
my\|CalPERS Payroll: Request Extension Learn the process of requesting a payroll report extension in my\|CalPERS.	CSU County School Non-central Public Agency School State	Online	Payroll	mycalpers
my\|CalPERS Payroll: Upload & Submit a Report Become proficient in uploading and submitting a payroll report in my\|CalPERS.	CSU County School Non-central Public Agency School State	Online	Payroll	mycalpers
my\|CalPERS: Proper Reporting a Retired Annuitant Learn to add a retired annuitant appointment.	CSU County School Non-central Public Agency School State	Online	Enrollment	mycalpers
my\|CalPERS Reports: How to Generate Learn how to use the Cognos reporting tool to generate reports in my\|CalPERS.	CSU County School Non-central Public Agency School State	Online	Cognos	mycalpers
my\|CalPERS Retired Annuitant: Add Enrollment (PEPRA) This class will teach adding a retired annuitant enrollment and appointment.	CSU County School Non-central Public Agency School State	Online	PEPRA	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, 1.94 MB)	Non-central Public Agency School	Instructor-led	Payroll	mycalpers
my\|CalPERS Retirement Enrollment: Correcting Unused Sick Leave Balances Learn to update the unused sick leave balance of a permanently separated employee.	CSU County School Non-central Public Agency School State	Online	Enrollment	mycalpers
my\|CalPERS Retirement Enrollment: New Appointment In this class learn to add a new appointment and retirement enrollment record in my\|CalPERS.	CSU County School Non-central Public Agency School State	Online	Enrollment	mycalpers
my\|CalPERS Retirement Enrollment: Permanent Separation This class provides an overview on the process of permanently separating an employee in my\|CalPERS.	CSU County School Non-central Public Agency School State	Online	Enrollment	mycalpers
my\|CalPERS Retirement Enrollment: Update Record Become proficient in adding appointment events in my\|CalPERS.	CSU County School Non-central Public Agency School State	Online	Enrollment	mycalpers
my\|CalPERS Retirement: Searching for a Participant This class teaches searching and adding information for the participant.	CSU County School Non-central Public Agency School State	Online	Overview	mycalpers
my\|CalPERS Retirement: Upload & Submit an Enrollment Learn to access enrollment files that contain demographic, appointment, and appointment event information.	CSU County School Non-central Public Agency School State	Online	Enrollment	mycalpers
my\|CalPERS System Access Administration Learn the roles and responsibilities of a System Access Administrator. Student Guide - my\|CalPERS System Access Administration (PDF, 1.26 MB)	CSU County School Non-central Public Agency School State	Instructor-led	System Access Administration	mycalpers
my\|CalPERS System Access Administration Learn the roles and responsibilities of a System Access Administrator. Student Guide - my\|CalPERS System Access Administration (PDF, 1.26 MB)	CSU County School Non-central Public Agency School State	Video	System Access Administration	mycalpers
my\|CalPERS System Access Administration: Resetting and Updating a Business Contact Password & Username Become skilled at resetting business contacts' passwords and updating their usernames.	CSU County School Non-central Public Agency School State	Online	System Access Administration	mycalpers
my\|CalPERS System Access Administration: Adding and Maintaining a Business Partner Contact Learn how to add business partner contacts and maintain system access for them.	CSU County School Non-central Public Agency School State	Online	System Access Administration	mycalpers
my\|CalPERS System Access Administration: Deactivating a Business Partner Contact This class will teach you how to deactivate a business partner contact.	CSU County School Non-central Public Agency School State	Online	System Access Administration	mycalpers
my\|CalPERS System Access Administration: Update System Access Administrator Learn to update your system access roles in my\|CalPERS.	CSU County School Non-central Public Agency School State	Online	System Access Administration	mycalpers
my\|CalPERS System Access Administration: First Time Registration This class will help you establish your initial system access administrator registration in my\|CalPERS.	CSU County School Non-central Public Agency School State	Online	System Access Administration	mycalpers
Payroll: Making Adjustments to Posted Records in my\|CalPERS Learn to make adjustments to posted records by using certain payroll transactions in my\|CalPERS.	CSU County School Non-central Public Agency School State	Online	Payroll	mycalpers
Payroll: Reversing an Earned Period Record for Payroll Posted in the my\|CalPERS System This class will teach you to reverse an earned period record in my\|CalPERS.	CSU County School Non-central Public Agency School State	Online	Payroll	mycalpers
Payroll: View Transaction History in my\|CalPERS Learn to view an employee's payroll transaction history in my\|CalPERS.	CSU County School Non-central Public Agency School State	Online	Payroll	mycalpers
Special Compensation Learn about the types of reportable special compensation described in the California Code of Regulations (CCR) Sections 571 (a) and (b).	Public Agency School	Online	Payroll