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, 2.1 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 |
|---|---|---|
| myCalPERS Retirement Enrollment (PDF, 2.5 MB) |
| 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, 1.4 MB) |
| Reconcile your agency's retirement appointments with missing payroll. |
| myCalPERS Retirement Contract (PDF, 1.9 MB) |
| Review 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, 1.19 MB) |
| 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, 1.81 MB) |
| Set up electronic funds transfer (EFT) accounts and make online payments or pay by check. |
| myCalPERS Projected Contributions (PDF, 1.57 MB) |
| Understand the projected contributions process to avoid late payroll reporting penalties and interest, and inaccurate actuarial calculations. |
| myCalPERS Payroll Receivables Reconciliation (PDF, 1.8 MB) |
| Understand how earned period’s payroll and adjustment records are billed and how to reconcile the records individually. |
| Name | Audience | Description |
|---|---|---|
| myCalPERS Health Enrollment (PDF, 2.3 MB) |
| Add and update health transactions, rescind a transaction, review health enrollment details, change a dependent’s demographics and Social Security number, and run health reports. |
| myCalPERS Health Enrollment Supplement (PDF, 1.7 MB) |
| 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. |
| myCalPERS Health Transaction Verification (PDF, 1.5 MB) |
| Confirm or reject transactions and supporting documents submitted by active employees in myCalPERS. |
| myCalPERS State-Active Health Premium Reconciliation (PDF, 1.5 MB) |
| Identify active-employee health premium discrepancies between the State Controller’s Office (SCO) and myCalPERS data and initiate steps to remedy the unpaid, underpaid, and overpaid premiums. |
| myCalPERS Health Billing Reconciliation (PDF, 1.2 MB) |
| Reconcile your agency's monthly health premium statements. |
| myCalPERS Health Contract (PDF, 1.2 MB) |
| Review your agency's CalPERS health contract including Other Post Employment Benefit (OPEB) data. |
| myCalPERS Health Dependent Eligibility Verification (PDF) |
| 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 |
| This document has been decommissioned. The employer health reasons and descriptions are available in the Public Agency & Schools Health Benefits Guide (PDF) and State Health Benefits Guide (PDF). |
| Name | Audience | Description |
|---|---|---|
| myCalPERS Payroll Reporting (PDF, 2.4 MB) |
| 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, 2.4 MB) |
| Use the online-data-entry method to report retroactive payroll records and make corrections. |
| myCalPERS Payroll Receivables Reconciliation (PDF, 1.8 MB) |
| 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. |
| myCalPERS Projected Contributions (PDF, 1.57 MB) |
| 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. |
| myCalPERS Out-of-Class Reporting (PDF, 1.19 MB) |
| Report out-of-class appointments and hours worked, review penalties, and maintain labor agreements and salary schedules. |
| Name | Audience | Description |
|---|---|---|
| myCalPERS Employer Reports (Cognos) (PDF) |
| Run reports and use the Cognos tools in myCalPERS. |
| Name | Audience | Description |
|---|---|---|
| myCalPERS System Access Administration (PDF, 1.8 MB) |
| 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. |
| myCalPERS Business Partner Relationships (PDF) |
| 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. |