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