myCalPERS Student Guides & Resources
Take advantage of these resources to help you navigate and report information through myCalPERS. Each section below has a listing of student guides to assist you with system functionality related to job functions. Check back often for the most current student guide versions.
To learn myCalPERS 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 |
|---|---|---|
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Introduction to myCalPERS for Business Partners (PDF, 1.59 MB) |
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Learn myCalPERS information 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 |
|---|---|---|
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Verify membership status, add/change appointments for active employees and retired annuitants, and reconcile and maintain appointment statuses. | |
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myCalPERS Employment Certification Functionality (PDF, 1.90 MB) |
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Submit service credit purchase requests. For arrears determinations, view details, waive appeal periods, and submit reconsiderations and payroll. |
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myCalPERS Retirement Appointment Reconciliation (PDF, 1.53 MB) |
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Reconcile your agency's retirement appointments with missing payroll. |
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View your agency's CalPERS retirement contract and annual actuarial valuation report. Included are processes for common retirement contract changes. | |
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Report out-of-class appointments and hours worked, view penalties, and maintain labor agreements and salary schedules. |
| Name | Audience | Description |
|---|---|---|
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Set up electronic funds transfer (EFT) accounts and make online payments or pay by check. | |
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Understand the projected contributions process to avoid late payroll reporting penalties and interest, and inaccurate actuarial calculations. |
| Name | Audience | Description |
|---|---|---|
|
View health enrollment details, add and update health transactions, manage non-PERS/STRS appointments, and understand health and dental into retirement. | |
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Confirm or reject transactions and supporting documents submitted by active employees in myCalPERS. | |
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Reconcile your agency's monthly health premium statements. | |
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View your agency's CalPERS health contract including Other Post Employment Benefit (OPEB) data. | |
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Use the Dependent Eligibility Verification (DEV) health event reasons to verify, add, and delete dependents and view reports. | |
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myCalPERS Health Aid: Health Event Types and Reasons for Employers (PDF) |
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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 |
|---|---|---|
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Use the online-data-entry method to create an earned period report, add and maintain records, process a report, and reconcile missing payroll. | |
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Use the online-data-entry method to report retroactive payroll records and make corrections. |
|
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myCalPERS Employment Certification Functionality (PDF, 1.90 MB) |
|
Submit service credit purchase requests. For arrears determinations, view details, waive appeal periods, and submit reconsiderations and payroll. |
|
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, 1.53 MB) |
|
Reconcile your agency's retirement appointments with missing payroll. |
|
Report out-of-class appointments and hours worked, view penalties, and maintain labor agreements and salary schedules. |
| Name | Audience | Description |
|---|---|---|
|
Run reports and use the Cognos tools in myCalPERS. | |
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Configure your Internet Explorer web browser and Adobe Reader application to generate Cognos reports. |
| Name | Audience | Description |
|---|---|---|
|
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. | |
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Submit a request to allow a third-party to conduct CalPERS business on your agency's behalf. | |
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myCalPERS System Privileges for Business Partner Roles (PDF) |
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View a list of privileges for each myCalPERS access role. |