myCalPERS Student Guides and Resources

Take advantage of the myCalPERS resources that'll help you navigate and report information through myCalPERS. Each section below has a listing of student guides that'll assist you with system functionality related to job functions. Check back often for the most current student guide versions.

To learn system functionality through instructor-led, hands-on training, view our Employer Education Schedule (PDF) for upcoming classes in your area. To register for a class, log in to myCalPERS with your business partner login, then select the Education tab to view the schedule.

New Users

Name	Audience	Description
Introduction to myCalPERS for Business Partners (PDF, 1.22 MB)	Non-Central State Agency Public Agency School State/CSU	This resource is for new users or users who need a refresher. This student guide will provide information on logging in, navigation, system access administration, system and Windows tips, instructions on how to sign up for classes, online assistance, and how to contact CalPERS.

Retirement

Name	Audience	Description
myCalPERS Retirement Enrollment (PDF, 1.29 MB)	Non-Central State Agency Public Agency School	Verify membership status, enroll active employees and retired annuitants into myCalPERS, and reconcile and maintain appointment statuses.
myCalPERS Retirement Appointment Reconciliation (PDF, 1.58 MB)	Non-Central State Agency Public Agency School State/CSU	Reconcile your agency's retirement appointments with missing payroll.
myCalPERS Retirement Contract (PDF, 2.46 MB)	Non-Central State Agency Public Agency	View your agency's CalPERS retirement contract and annual actuarial valuation report. Included are processes for common retirement contract changes.
myCalPERS Out-of-Class Reporting (PDF)	Public Agency School	Report out-of-class appointments and hours worked, view penalties, and maintain labor agreements and salary schedules.

Financials

Name	Audience	Description
myCalPERS Electronic Funds Transfer (PDF, 1.37 MB)	Non-Central State Agency Public Agency School	Set up electronic funds transfer (EFT) accounts and make online payments or pay by check.
myCalPERS Projected Contributions (PDF, 1.29 MB)	Non-Central State Agency Public Agency School	Understand the projected contributions process to save your agency money by avoiding late payroll reporting penalties and interest, and inaccurate actuarial calculations.

Health

Name	Audience	Description
myCalPERS Health Enrollment (PDF, 1.95 MB)	Non-Central State Agency Public Agency School State/CSU	View health enrollment details, add and update health transactions, manage non-PERS/STRS appointments, and understand health and dental into retirement.
myCalPERS Health Billing Reconciliation (PDF)	Non-Central State Agency Public Agency School	Reconcile your agency's monthly health premium statements.
myCalPERS Health Contract (PDF)	Public Agency School	View your agency's CalPERS health contract.
myCalPERS Health Dependent Eligibility Verification (PDF)	Non-Central State Agency State/CSU	Use the Dependent Eligibility Verification (DEV) health event reasons to verify, add, and delete dependents for the DEV process, and view reports.
myCalPERS Health Aid: Health Event Types and Reasons for Employers (PDF)	Non-Central State Agency Public Agency School State/CSU	Identify which health event type, reason, and dates to use for processing health transactions in myCalPERS. Each health event reason has a sample scenario and effective date method.

Payroll

Name	Audience	Description
myCalPERS Payroll Reporting (PDF, 1.84 MB)	Non-Central State Agency Public Agency School	Use the online-data-entry method to create an earned period report, add and maintain records, process a report, and reconcile missing payroll.
myCalPERS Payroll Adjustments (PDF, 1.86 MB)	Non-Central State Agency Public Agency School	Use the online-data-entry method to report retroactive payroll records and make corrections.
myCalPERS Projected Contributions (PDF, 1.29 MB)	Non-Central State Agency Public Agency School	Understand the projected contributions process to save your agency money by avoiding late payroll reporting penalties and interest, and inaccurate actuarial calculations.
myCalPERS Retirement Appointment Reconciliation (PDF, 1.58 MB)	Non-Central State Agency Public Agency School State/CSU	Reconcile your agency's retirement appointments with missing payroll.
myCalPERS Out-of-Class Reporting (PDF)	Public Agency School	Report out-of-class appointments and hours worked, view penalties, and maintain labor agreements and salary schedules.

Reports

Name	Audience	Description
myCalPERS Employer Reports (Cognos) (PDF)	Non-Central State Agency Public Agency School State/CSU	Run Reports and use the Cognos tools in myCalPERS.
myCalPERS Cognos Reports Browser Requirements (PDF)	Non-Central State Agency Public Agency School State/CSU	Configure your Internet Explorer web browser and Adobe Reader application to generate Cognos reports.

System Access

Name	Audience	Description
myCalPERS System Access Administration (PDF)	Non-Central State Agency Public Agency School State/CSU	View the roles and responsibilities of a myCalPERS system access administrator (SAA), add and maintain your agency’s contacts and system users, and maintain your agency’s information.
myCalPERS Business Partner Relationships (PDF)	Non-Central State Agency Public Agency School State/CSU	Submit a request to allow a third-party to conduct CalPERS business on your agency’s behalf.
myCalPERS System Access Administration (Video)	Non-Central State Agency Public Agency School State/CSU	View the roles and responsibilities of a myCalPERS system access administrator (SAA), and add and maintain your agency’s contacts and system users.
myCalPERS System Privileges for Business Partner Roles (PDF)	Non-Central State Agency Public Agency School State/CSU	View a list of privileges for each myCalPERS access role.