myCalPERS Student Guides & Resources
These resources will help you navigate and process transactions through myCalPERS. The student guides below will assist you with system functionality related to job functions. Check back often for the most current student guide versions.
Attend an in-person class for a hands-on learning experience where you can complete transactions in a training environment or walk through our student guides scenarios with an instructor in a virtual class. Log in to your myCalPERS business partner account, then select Education to register. If you don’t have myCalPERS access, contact your agency’s system access administrator.
Our educators can visit your agency to provide tailored education and training at no cost. Email your training request to our employer education team.
| Name | Audience | Description |
|---|---|---|
|
Introduction to myCalPERS for Business Partners (PDF, 1.8 MB) |
|
Learn myCalPERS information logging in, navigation, system access administration, system and Windows tips, how to sign up for classes, how to submit a request online, and how to contact CalPERS. |
| Name | Audience | Description |
|---|---|---|
|
Verify membership status, add/change appointments for active employees and retired annuitants, and reconcile and maintain appointment statuses. | |
|
myCalPERS Employment Certification Functionality (PDF, 2.1 MB) |
|
Submit service credit purchase requests. For arrears determinations, review details, waive appeal periods, and submit reconsiderations and payroll. |
|
myCalPERS Retirement Appointment Reconciliation (PDF, 1.53 MB) |
|
Reconcile your agency's retirement appointments with missing payroll. |
|
Review your agency's CalPERS retirement contract and annual actuarial valuation report. Included are processes for common retirement contract changes. | |
|
Report out-of-class appointments and hours worked, view penalties, and maintain labor agreements and salary schedules. |
| Name | Audience | Description |
|---|---|---|
|
Set up electronic funds transfer (EFT) accounts and make online payments or pay by check. | |
|
Understand the projected contributions process to avoid late payroll reporting penalties and interest, and inaccurate actuarial calculations. | |
|
Understand how earned period’s payroll and adjustment records are billed and how to reconcile the records individually. |
| Name | Audience | Description |
|---|---|---|
|
Add and update health transactions, rescind a transaction, review health enrollment details, and a dependent’s Social Security number, and run health reports. | |
|
Recertify a parent-child relationship, process a direct pay, enroll a subscriber in COBRA, update profile and appointment changes for non-PERS and CalSTRS employees, and understand health and dental benefits into retirement. | |
|
Confirm or reject transactions and supporting documents submitted by active employees in myCalPERS. | |
|
Reconcile your agency's monthly health premium statements. | |
|
Review your agency's CalPERS health contract including Other Post Employment Benefit (OPEB) data. | |
|
Use the Dependent Eligibility Verification (DEV) health event reasons to verify, add, and delete dependents and review 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. |
| Name | Audience | Description |
|---|---|---|
|
Use the online-data-entry method to create an earned period report, add and maintain records, process a report, and reconcile missing payroll. | |
|
Use the online-data-entry method to report retroactive payroll records and make corrections. |
|
|
Understand how earned period payroll and adjustment records are billed and how to reconcile the records individually. |
|
|
myCalPERS Retirement Appointment Reconciliation (PDF, 1.53 MB) |
|
Reconcile your agency's retirement appointments with missing payroll. |
|
Understand the projected contributions process to save your agency money by avoiding late payroll reporting penalties and interest, and inaccurate actuarial calculations. | |
|
myCalPERS Employment Certification Functionality (PDF, 2.1 MB) |
|
Submit service credit purchase requests. For arrears determinations, review details, waive appeal periods, and submit reconsiderations and payroll. |
|
Report out-of-class appointments and hours worked, review penalties, and maintain labor agreements and salary schedules. |
| Name | Audience | Description |
|---|---|---|
|
Run reports and use the Cognos tools in myCalPERS. | |
|
myCalPERS Cognos Reports Browser Requirements |
|
This document is no longer supported, and the document link has been removed. Information related to browser configuration can be found in the myCalPERS Employer Reports (Cognos) (PDF) student guide. |
| Name | Audience | Description |
|---|---|---|
|
Review 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. | |
|
Submit a request to allow a third-party to conduct CalPERS business on your agency's behalf. | |
|
myCalPERS System Privileges for Business Partner Roles (PDF) |
|
Review a list of privileges for each myCalPERS access role. |