Technical Resources

• Employer Technical Toolkit (ZIP, 10.4 MB) – Includes a glossary, download instructions, toolkit contents and file descriptions, flowcharts, etc.
• Employer Guide to the Technical Toolkit (PDF) – Provides an overview and instructions for extracting the toolkit files.

• Data Element Definitions Payroll - CalPERS Review XML File (PDF)
• Data Element Definitions Payroll - CalPERS Review CSV File (PDF, 1.3 MB)
  • Common CalPERS Review CSV Report Errors and Resolutions (PDF) – Find resolutions to common error messages and learn how to change your Excel document to CSV format.
  • CalPERS Review Report Template (CSV) – CSV file template

• Secure File Transfer Protocol (SFTP) Onboarding for Business Partners (PDF) – Learn the process and requirements to establish SFTP as a file submission method.
• Encryption/Decryption & File Naming (PDF) – Learn the proper encryption, decryption, and file naming requirements for file transport services.

• Data Element Definitions Public Agency & Schools Health Enrollment Reporting File (PDF)
• Data Element Definitions State Agency Health Enrollment Reporting File (PDF)
• Plans & Rates - Find three-digit plan codes and premiums for each health plan.
• Health Benefits - Review lists of ZIP codes for HMO and PPO plans available in each county by health plan.
• myCalPERS Health Benefits Guides - Find descriptions of the Health Event Type/Reason data elements by referring to the Health Event Reasons section within the appropriate guide.
  • Public Agency & Schools Health Benefits Guide (PDF)
  • State Health Benefits Guide (PDF)
• Comprehensive Health Event Information (PDF) – Review this spreadsheet for myCalPERS health reason descriptions and more.
• Other Post-Employment Benefits (OPEB) Census Report Information (PDF) – Refer to this guide for a list of data elements and definitions populated in the report.

• Data Element Definitions Payroll Contribution Reporting File (PDF, 1.0 MB)
• Common Payroll Errors and Resolutions (PDF) – Find resolutions to common payroll error messages and learn how to export XML files to Excel.
• myCalPERS Payroll Adjustments Student Guide (PDF, 2.4 MB) – Learn how to report retroactive payroll records and make corrections.
• myCalPERS Payroll Reporting Student Guide (PDF, 2.5 MB) – Learn how to create an earned period report, add and maintain records, process a report, and reconcile missing payroll.
• Creating a Payroll Adjustment Report (PDF) – Learn how to create a manual adjustment report from a regular earned period report XML file.

• Data Element Definitions Out-of-Class Validation Reporting (PDF)
• Sample CSV File (CSV) – An out-of-class file for reporting must be in .CSV (Comma Delimited) (*.csv) format. Use this sample file as a reference when creating the file for upload.
• myCalPERS Out-of-Class Reporting Student Guide (PDF, 1.1 MB) – Learn how to certify reportable out-of-class hours and the steps to submit records for employees who meet the reporting requirements.
• myCalPERS: Out-of-Class Reporting Computer Based Training Module – Get a step-by-step overview of the process by logging in to myCalPERS and selecting the Education tab to search for and access this course.
• Government Code Section 20480: Out-of-Class Reporting Frequently Asked Questions (PDF)
• Circular Letter 200-018-19 (PDF) – Reporting Out-of-Class Hours Worked (New myCalPERS Functionality)

• Data Element Definitions Public Agency & Schools Retirement Enrollment Reporting File (PDF)
• Data Element Definitions State Agency Retirement Enrollment Reporting File (PDF)
• myCalPERS Retirement Enrollment Student Guide (PDF, 2.5 MB) – Learn how to verify membership status, enroll employees into CalPERS membership, and reconcile and maintain appointment statuses.
• myCalPERS Retirement Appointment Reconciliation Student Guide (PDF, 1.7 MB) – Learn how to reconcile your agency's retirement appointments with missing payroll.
• Circular Letter 200-003-17 (PDF) – Retirement Appointment Reconciliation (New myCalPERS Functionality)

Download the DAV Technical Toolkit (ZIP, 29 MB) and refer to the documents below for additional information.

• Direct Authorization Glossary of Terms (PDF) - Find definitions of commonly used system terms.
• Quick Reference Guide to the Direct Authorization Vendor's Technical Toolkit (PDF) - Review brief descriptions of the elements within the toolkit and quickly locate the tool(s) you need.
• Direct Authorization Vendor's Guide to the Technical Toolkit (PDF) - Get an overview of the toolkit and instructions about how to extract the elements within.
• myCalPERS File Testing Instructions for Direct Authorization Vendors (PDF, 1.3 MB) - Review how to prepare and test deduction request files and register retrieval in the file readiness testing environment.
• myCalPERS Direct Authorization Vendor User Guide (PDF, 4.4 MB) - Learn about performing tasks within the system.

Follow the schedule below, based on your deduction processing method (file or online), to ensure your transactions are processed for the intended warrant issue date.