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For Plan Rules, please visit the Admin Manual: link to be added
Step-by-step instructions on how to process Retirements via a batch file upload. Follow the steps below and refer to the corresponding screenshots or how to videos provided in each section to process this request.
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| From the Data Collections tile, select New Data Collection. | |
| Select Events Final Data from the Data Type drop-down menu. Note: Joint Administrators will need to input the appropriate Employer code during this step. Select Save and Continue. | |
| Select Upload File to initiate the file upload process. Note: You can return to this screen at any time to upload additional files or manually enter additional members. | |
| Select Events Final Data from the Input Type drop-down menu. Then click Select files from your computer to select and upload your file. | |
| The uploaded file will be displayed under Uploaded File(s). Select Import Files to load and view the data. | |
| Once the data has been imported, your member records will be displayed on the screen. Any records containing input errors will be flagged with a red dot.
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| To view information about an error, single click on the member's record, and details will be displayed on the right. Click Edit to correct the error. | |
| Correct the error and click Save to continue. | |
| Now click Validate to initiate data validations. | |
| Once the validations are complete, you will be presented with any members who have data warnings or data errors that need to be corrected. | |
| There are several options for addressing errors:
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| Single click on a member to see validations details on the right. To correct the original data provided, click View Member Data. | |
| Update or correct the Member’s information and click Save to continue. | |
| If there are any Warnings (indicated by a yellow dot), you will need to correct the data to address the issue, or approve the warning and provide a reason why the data is correct. To approve a Warning, select Approve Warning. | |
| For each warning message, you will need to select the appropriate reason from the list provided. Once complete, click Save to return to the previous screen. | |
| Once all errors and warnings have been actioned, click Review to proceed. | |
| Review your submission for accuracy. Then click Submit to send the information to HOOPP. | |
| ClickConfirm to complete the submission. | |
| Your new submission now appears on the Data Collections listing page. Single click on the submission to see a summary on the right. Then click on the HOOPP Insight logo to return to the Dashboard homepage. |
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