Business Rules & myCalPERS Classes

• Business Rules (3 hours) — Discover valuable resources to assist you with your CalPERS-related business. Learn about reference guides, retirement contracts, membership, payroll, special compensation, retirement benefits, reporting responsibilities, and the CalPERS website.
  • Reference Guides
    • Public Agency & Schools Reference Guide (PDF, 2.9 MB)
    • State Reference Guide (PDF, 2.8 MB)
• Advanced Compensation (1.5 hours) — Expand your knowledge about the laws and rules associated with compensation reporting. Topics include pay schedule compliance, compensation limits and how to report, reporting scenarios and errors, and language templates for labor agreements. We recommend you take the Business Rules class for your agency type prior to taking an advanced class.
• Advanced Membership (1.5 hours) — Go beyond the basics of membership reporting with information on the laws and rules associated with correctly enrolling and reporting your employees’ CalPERS membership. Topics include employment certification, membership qualifications, reciprocal self-certification, independent contractors, and post-retirement employment. We recommend you take the Business Rules class for your agency type prior to taking an advanced class.
• Business Rules: Health (2.5 hours) — Understand your responsibilities as a CalPERS health benefits officer. Learn about the health plan options, eligibility and enrollment requirements, health benefits into retirement, health resources on the CalPERS website, health benefits guides, and reporting responsibilities.
  • Health Benefits Guides
    • Public Agency & Schools Health Benefits Guide (PDF, 1.2 MB)
    • State Health Benefits Guide (PDF, 1.3 MB)

Our classes are organized in a specific sequence across three days. Each class is unique and requires separate registration through myCalPERS. This allows you to attend the classes necessary for your business partner role.

Business Rules In-Person or Virtual Instructor-Led Training

State Business Rules classes are offered periodically on day three of training or by request.

2025 Business Rules Classes

Log in to your myCalPERS business partner account for the most updated schedule that may include added classes or changes.

• myCalPERS Health Enrollment (3 hours)  — Process new health enrollments and changes, rescind a transaction, review health enrollment details, change a dependent's demographics, and run health reports.
  • Student Guide - myCalPERS Health Enrollment (PDF, 2.1 MB )
• myCalPERS Retirement Enrollment (2.5 hours) — Verify membership status, add or change appointments for active employees and retired annuitants, and reconcile and maintain appointment statuses.
  • Student Guide - myCalPERS Retirement Enrollment (PDF, 2.1 MB)
• myCalPERS Payroll Reporting (2.5 hours) — Use the online-data-entry method to create an earned period report, add and maintain records, process a report, and reconcile missing payroll.
  • Student Guide - myCalPERS Payroll Reporting (PDF, 2.5 MB)
• myCalPERS Payroll Adjustments (2.5 hours) — Use the online-data-entry method to report retroactive payroll records and make corrections.
  • Student Guide - myCalPERS Payroll Adjustments (PDF, 2.1 MB)
• myCalPERS Employer Reports (Cognos) (1.5 hours) — Run reports and use Cognos tools in myCalPERS.
  • Student Guide - myCalPERS Employer Reports (Cognos) (PDF)
• myCalPERS System Access Administration (2 hours) — Learn the roles and responsibilities of a myCalPERS system access administrator, add and maintain your agency's contacts and system users, and maintain your agency's information.
  • Student Guide - myCalPERS System Access Administration (PDF, 1.1 MB)

Our classes are organized in a specific sequence across three days. Each class is unique and requires separate registration through myCalPERS. This allows you to attend the classes necessary for your business partner role.

myCalPERS In-Person or Virtual Instructor-Led Training

2025 myCalPERS Class Schedule

Log in to your myCalPERS business partner account for the most updated schedule that may include added classes or changes.

• CalPERS 101: More Than Just a Retirement System
• Retirement Contracts for Public Agencies & Schools

• Qualifications for California State Universities (CSU)
• Qualifications for Public Agencies, State Agencies & Schools
• Requirements for Public Agencies & Schools
• Working After Retirement

• The Importance of Accurately Reporting Payroll
• Special Compensation for Public Agencies & Schools

• Health Plan Options
• Health Benefits Officer Roles & Responsibilities
• Health Eligibility Requirements
• Health Enrollment
• Health Benefits Into Retirement
• Retiree Dental & Vision Coverage (state only)
• Survivor Health Benefits
• Contracting Agency Health Billing (public agency & schools only)

• Navigation
• Submit an Inquiry

• Maintain Your Agency’s Address & Communication Information
• Add & Maintain Business Partner Contacts
• Change Username, Unlock Account & Reset Password

• Navigate Your Retirement Contract Benefits
• Add a Position Title

• Add a New Appointment
• Edit Reciprocal Information
• Enrolling a Retired Annuitant
• Add Appointment Events

• Copy Forward an Earned Period Report
• Maintain Payroll Records
• Manage Records in a Payroll Report
• Report a Zero Payroll Record
• Reporting & Adjusting Special Compensation
• Reporting Earnings Over the Compensation Limit
• Request Extension for an Earned Period Report
• Adjustment Reports
• View Service & Transaction History

• Certify a Leave of Absence Service Credit Purchase Request
• Service Credit Purchase & Arrears

• New Enrollment
• Non-PERS Continued Health Into Retirement
• Non-PERS and CalSTRS New Enrollment
• Change Plan
• Add a Dependent
• Delete Dependent
• COBRA Enrollment for Deleted Dependents
• COBRA Enrollment for Employees
• Dental Enrollment Into Retirement
• Cancellation
• Rescission
• Set Up Direct Pay
• Reconcile State-Active Premiums
• Billing Reconciliation

• Add a Payment Account
• Paying a Receivable
• Projected Contributions
• View Billing & Payment Summary & Payment History

• Reports: Run & Schedule Employer Reports
• Retirement Appointment Reconciliation: Reconcile by
  • Appointments
  • Earned Period Report
  • Rate Plan Receivables
• Out-of-Class Reporting