Member Events
For Plan Rules, please visit the Admin Manual: Link
The following Member Events can worked on and viewed in the member events tile:
| Termination | Terminating a member using Insight can be done by manual entry or a file upload. For manual termination, go to the Member Events tile in the dashboard home page and click on initiate new event. This will take you to the events page where you will click on initiate new event and select termination from the drop down menu. To terminate using a file process, go to the data collection tile and click New Data Collection. Now select data type and select events final data from the drop down menu to get to the upload file stage. |
| Death Before Retirement | In the unfortunate event that a member passes away, you will need to submit a death before retirement event through the Member Events tile on the dashboard home page. |
| Retirement | When a member is retiring you must submit a retirement notice to HOOPP, this initiates a retirement package to be sent to the member for them to make decisions regarding their options. |
| Leaves - Start or Update & Leaves - End | When a member starts, updates or ends a leave, you must submit the information through HOOPP Insight to ensure the right contribution rules and contributory service are applied. |
Member Events | |
|---|---|
| After logging into HOOPP Insight you will land on the Dashboard home page. From the Member Events tile select New Event or View All. |
| Select New Event. |
| On the Events Summary Page, click on Initiate New Event Event from the drop-down menu. |
| From the Drop Down Menu, Select the upcoming the upcoming Member Event to to work on. Each event will take the user to the appropriate page. |
| To Initiate a a Retirement Notice, please enter the Social Insurance Number for the Member. For step by step instructions, click here click here to visit the the Retirement Manual Entry Page. For a a Death Before Retirement, please enter the Social Insurance Number for the Member. For step by step instructions, click here click here to visit the the Death Before Retirement Page. To Initiate a a Retirement Final Data, please enter the Social Insurance Number for the Member. For step by step instructions, click here click here to visit the the Retirement Manual Entry Page. To Initiate Initiate Termination, please enter the Social Insurance Number for the Member. For step by step instructions, click click here to visit the the Termination Manual Entry Page. To Initiate a Leave Leave - Start or Update, please enter the Social Insurance Number for the Member. For step by step instructions, click click here to to visit the the Leaves - Start or Update Page. To Initiate a a Leave - End, please enter the Social Insurance Number for the Member. For step by step instructions, click click here to visit the the Leave End Page. |
