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For Plan Rules, please visit the Admin Manual: Link

When entering member terminations on HOOPP Insight there are 3 different ways you can do this:

  1. Manual Entry - enter each termination individually by keying it manually on HOOPP Insight (ideal if you have 1 or 2 enrolments to enter).
  2. File Builder (Excel Template) - download HOOPP's Enrolment Events Final Data File template, key or copy enrolment information onto the template and upload it to HOOPP Insight (ideal if you have a few enrolments terminations to enter).
  3. File Upload - build a file directly from your payroll/HRIS system that is in the file format specifications.  (usually for a large number of enrolmentsterminations).

The three subcategories will walk you through each process step-by-step.