For Plan Rules, please visit the Admin Manual: Link
This is a step-by-step instruction on how to process multiple Enrolments using a File Upload approach (refer to the Payroll File Specifications for formatting details). Follow the steps below and refer to the corresponding screenshots provided in each section.
| After logging into HOOPP Insight you will land on the Dashboard home page. From the Data Collections tile, click New Data Collection. | ||
| Select Enrolments from the Data Type drop-down menu. Note: Joint Administrators will need to input the appropriate Employer code during this step. Click Save and Continue. | ||
| Click 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. | ||
| Click Select files from your computer to select and upload your file. | ||
| The uploaded file now appears in the Uploaded File(s) section. Click Import Files to load and view the data. | ||
| The imported member records will be displayed on the screen. Any records containing input errors will be identified with a red dot. The File Summary indicates how many errors need to be corrected. | ||
| To view information about an error, single click on the member record and details will display on the right. Click Edit to correct the error. | ||
| Correct the error and select 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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| 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 page. 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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