Business Rules & myCalPERS Classes

Our instructor-led and self-paced online employer classes are designed to help you understand your business-related reporting responsibilities. You'll learn how to effectively use myCalPERS and avoid late fees and administrative costs.

If you don't have myCalPERS access, contact your agency’s system access administrator.

To request training at your office, contact our employer education team at CalPERS_Employer_Communications@calpers.ca.gov. Our educators can visit your agency to provide tailored education and training at no cost.

Instructor-Led Classes

Join our in-person and virtual classes with live instructors. You can learn retirement and health business rules or how to navigate and process transactions in myCalPERS.

Business Rules

Gain a better understanding of the laws and rules associated with your agency’s retirement and/or health contract. Our classes are employer-specific and customized to your employer type: school, public agency, or state.

Business Rules 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)

2024 Business Rules Class Schedule

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

Class Day	Class Time	Delivery Method	Topic
Day 1	1:00–4:00 p.m.	In Person or Virtual	Business Rules for School Employers
Day 2	8:30–11:30 a.m.	Virtual	Business Rules for Public Agency Employers
Day 2	9:00 a.m.–12:00 p.m.	In Person	Business Rules for Public Agency Employers
Day 2	1:00–3:30 p.m.	In Person or Virtual	Business Rules: Health for Public Agency and School Employers
Day 3	8:30–10:00 a.m.	Virtual	Advanced Compensation
Day 3	9:00–10:30 a.m.	In Person	Advanced Compensation
Day 3	10:30 a.m.–12:00 p.m.	Virtual	Advanced Membership
Day 3	11:00 a.m.–12:30 p.m.	In Person	Advanced Membership

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

2024 Business Rules Classes

Dates	Venue
Sep 10–12	Virtual
Oct 1–3	Virtual
Nov 12–14	San Jose Regional Office
Nov 19–21	Virtual
Dec 3–5	Glendale Regional Office
Dec 10–12	Virtual

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

2025 Business Rules Class Schedule

Business Rules In-Person or Virtual Instructor-Led Training

Class Day	Class Time	Delivery Method	Topic
Day 1	1:00–4:00 p.m.	In Person or Virtual	Business Rules for School Employers
Day 2	8:30–11:30 a.m.	Virtual	Business Rules for Public Agency Employers
Day 2	9:00 a.m.–12:00 p.m.	In Person	Business Rules for Public Agency Employers
Day 2	1:00–3:30 p.m.	In Person or Virtual	Business Rules: Health for Public Agency and School Employers
Day 3	8:30–10:00 a.m.	Virtual	Advanced Compensation
Day 3	9:00–10:30 a.m.	In Person	Advanced Compensation
Day 3	10:30 a.m.–12:00 p.m.	Virtual	Advanced Membership
Day 3	11:00 a.m.–12:30 p.m.	In Person	Advanced Membership

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

2025 Business Rules Classes

Dates	Venue
Jan 7–9	Virtual
Jan 28–30	Shasta County Office of Education
Feb 4–6	Virtual
Feb 25–27	San Bernardino Regional Office
Mar 4–6	Virtual
Mar 18–20	Fresno Regional Office
Apr 1–3	Virtual
Apr 15–17	Orange Regional Office
May 6–8	Virtual
May 20–22	Walnut Creek Regional Office
May 27–29	Sacramento Regional Office
Jun 3–5	Virtual
Jun 17–19	San Diego Regional Office

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

myCalPERS

Learn how to navigate and process transactions in myCalPERS. Attend an in-person class for a hands-on experience where you can complete transactions in a training environment. Or join a virtual class where an instructor will demonstrate the scenarios in our student guides.

myCalPERS Classes

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)

2024 myCalPERS Class Schedule

myCalPERS In-Person or Virtual Instructor-Led Training

Class Day	Class Time	Delivery Method	Topic
Day 1	8:30–11:30 a.m.	In Person or Virtual	myCalPERS Health Enrollment
Day 1	12:30–3:00 p.m.	In Person	myCalPERS Retirement Enrollment
Day 1	1:00–3:30 p.m.	Virtual	myCalPERS Retirement Enrollment
Day 2	8:30–11:00 a.m.	In Person or Virtual	myCalPERS Payroll Reporting
Day 2	12:00–2:30 p.m.	In Person	myCalPERS Payroll Adjustments
Day 2	1:00–3:30 p.m.	Virtual	myCalPERS Payroll Adjustments
Day 3	8:30–10:00 a.m.	In Person or Virtual	Employer Reports (Cognos)
Day 3	1:00–3:00 p.m. (every other month)	Virtual	myCalPERS System Access Administration

2024 myCalPERS Class Schedule

Date	Venue
Sep 10–12	Virtual (Including myCalPERS System Access Administration)
Sep 17–19	Fresno Regional Office San Jose Regional Office
Sep 24–26	San Bernardino Regional Office
Oct 2–4	Glendale Regional Office
Oct 8–10	Virtual
Oct 15–17	Sacramento Regional Office
Nov 6–8	San Bernardino Regional Office
Nov 12–14	Virtual (Including myCalPERS System Access Administration)
Dec 3–5	Virtual

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

2025 myCalPERS Class Schedule

myCalPERS In-Person or Virtual Instructor-Led Training

Class Day	Class Time	Delivery Method	Topic
Day 1	8:30–11:30 a.m.	In Person or Virtual	myCalPERS Health Enrollment
Day 1	12:30–3:00 p.m.	In Person	myCalPERS Retirement Enrollment
Day 1	1:00–3:30 p.m.	Virtual	myCalPERS Retirement Enrollment
Day 2	8:30–11:00 a.m.	In Person or Virtual	myCalPERS Payroll Reporting
Day 2	12:00–2:30 p.m.	In Person	myCalPERS Payroll Adjustments
Day 2	1:00–3:30 p.m.	Virtual	myCalPERS Payroll Adjustments
Day 3	8:30–10:00 a.m.	In Person or Virtual	Employer Reports (Cognos)
Day 3	1:00–3:00 p.m. (every other month)	Virtual	myCalPERS System Access Administration

2025 myCalPERS Class Schedule

Date	Venue
Jan 14–16	San Jose Regional Office
Jan 21–23	Virtual (Including myCalPERS System Access Administration)
Jan 28–30	San Diego Regional Office
Feb 11–13	Virtual
Feb 18–20	Sacramento Regional Office
Feb 25–27	Orange Regional Office
Mar 11–13	Virtual (Including myCalPERS System Access Administration)
Mar 18–20	Walnut Creek Regional Office
Mar 25–27	San Bernardino Regional Office
Apr 8–10	Virtual
Apr 15–17	Fresno Regional Office
Apr 22–24	Glendale Regional Office
May 13–15	Virtual (Including myCalPERS System Access Administration)
Jun 10–12	Virtual

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

Self-Paced Online Classes

Take our self-paced online classes that are available 24 hours a day. Log in to your myCalPERS business partner account and select the Education tab. Our classes are designed to help you understand retirement and health business rules, navigate myCalPERS, and efficiently perform transactions.