Take advantage of the myCalPERS resources below. Check back often for the most current student guide versions. View our Employer Education Schedule (PDF) for upcoming classes in your area.

New users should begin with the Introduction to myCalPERS for Business Partners (PDF, 1.22 MB) student guide that 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. Reviewing this resource will prepare you for myCalPERS system training.

Student Guides
Name Description

myCalPERS Electronic Funds Transfer (PDF, 1.37 MB)

Set up electronic funds transfer (EFT) accounts and make online payments or pay by check.

myCalPERS Employer Reports (Cognos) (PDF)

Run reports and use the Cognos tools in myCalPERS.

myCalPERS Health Billing Reconciliation (PDF)

Reconcile your agency's monthly health premium statements.

myCalPERS Health Contract (PDF)

View your agency's CalPERS health contract.

myCalPERS Health Dependent Eligibility Verification (PDF)

Use the Dependent Eligibility Verification (DEV) health event reasons to verify, add, and delete dependents for the DEV process, and view reports.

myCalPERS Health Enrollment (PDF, 2.44 MB)

View health enrollment details, add and update health transactions, manage non-PERS/STRS appointments, and understand health and dental into retirement.

myCalPERS Out-of-Class Reporting (PDF)

Report out-of-class appointments and hours worked, view penalties, and maintain labor agreements and salary schedules.

myCalPERS Payroll Adjustments (PDF, 1.91 MB)

Report retroactive payroll records and make corrections.

myCalPERS Payroll Reporting (PDF, 1.84 MB)

Use the online data entry method to create an earned period report, add and maintain records, process a report, and reconcile unposted payroll.

myCalPERS Projected Contributions (PDF, 1.31 MB)

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)

Reconcile your agency's retirement appointments with unposted payroll.

myCalPERS Retirement Contract (PDF, 2.52 MB)

View your agency's CalPERS retirement contract and annual actuarial valuation report. Included are processes for common retirement contract changes.

myCalPERS Retirement Enrollment (PDF, 1.29 MB)

Verify membership status, enroll employees into CalPERS membership, and reconcile and maintain appointment statuses.

myCalPERS System Access Administration (PDF)

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.

Videos
Name Description

myCalPERS System Access Administration

View the roles and responsibilities of a myCalPERS system access administrator (SAA), and add and maintain your agency's contacts and system users.

Supplemental Materials
Name Description

myCalPERS Business Partner Relationships (PDF)

Submit a request to allow a third-party to conduct CalPERS business on your agency's behalf.

myCalPERS Cognos Reports Browser Requirements (PDF)

Configure your Internet Explorer web browser and Adobe Reader application to generate Cognos reports.

myCalPERS Health Aid: Health Event Types and Reasons for Employers (PDF)

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.

myCalPERS System Privileges for Business Partner Roles (PDF)

View a list of privileges for each myCalPERS access role.