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 Resources tab. 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 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 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, 2.10 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 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, 3.31 MB) Supplemental Material - my\|CalPERS Health Aid: Health Event Types and Reasons for Employers (PDF)	Non-central State Agency Public Agency School State	Instructor-Led	Enrollment and Payroll	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, 2.01 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, 1.01 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, 1.01 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: Generate & Manage Reports Retirement Appointment Reconciliation	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