Versions Compared

Old Version 11

changes.mady.by.user Thomas Stachowicz (Deactivated)

Saved on

compared with

New Version 12

changes.mady.by.user Thomas Stachowicz (Deactivated)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

For Plan Rules, please visit the Admin Manual: Link

Step-by-step instructions on how to process Retirements using our Manual Entry approach. Follow the steps below and refer to the corresponding screenshots provided in each section to process this request.




Panel
Image Removed

Image Added


Once on the HOOPP Insight Dashboard:

From the Member Events tile, select Initiate New Event.


Panel
Image Removed

Image Added


On the Events page, select Initiate New Event.

Then select Retirement Notice from the drop down menu.


Panel
Image Removed

Image Added


Enter the Member’s Last Name or SIN and then select the Search icon.

Locate the Member and single click from the list provided. Select Initiate Retirement Notice.


Panel
Image Removed

Image Added


Enter Employment End Date and click Save Draft (if the date isn't final) or Save and Submit if the member has confirmed that the date is firm.