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For Plan Rules, please visit the Admin Manual: Link

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This is a step-by-step instruction on how to manually enrol members. Follow the steps below and refer to the corresponding screenshots provided in each section.

 
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After logging into HOOPP Insight you will land on the Dashboard home page. From the Find a Member tile select Enrol a Member.


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Enter the Member enrolment information and select Save Draft.

Important! Please provide the Annualized Earnings associated with the year of enrolment. If the member is part-time, ensure their earnings are annualized to the full time equivalent for that job (i.e. Hourly rate X FTE hours/year). This value will be used for member pension estimates until annual data has been provided through the MDC process.

Note: Employment Type Effective Date is the effective date of the most recent employment status (Part Time or Full Time).


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If incorrect data is provided, validation messages will be presented directly on the screen. Simply update the information and click Save Draft to continue.


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Click Save and Submit to send the enrolment information to HOOPP.

Note: If you wish to cancel the event, click Cancel to delete the Event.


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View the submitted event from the Events listing. When the event is selected, summary information is presented on the right.

Events can be in one of the following statuses:

Started – Event has been created but not submitted to HOOPP

Submitted – Event has been submitted to HOOPP

Completed – Event submission has been confirmed by HOOPP




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VIDEO TO BE ADDED