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.
| Once on the HOOPP Insight Dashboard: From the Member Events tile, select Initiate New Event. | |||
| On the Events page, select Initiate New Event. Then select Retirement Notice from the drop down menu. | |||
| 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. | |||
| 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. |
| Panel |
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VIDEO TO BE ADDED |