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. 

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.
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.
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.
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.
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.
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.
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.