For Plan Rules, please visit the Admin Manual: Link
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.
| After logging into HOOPP Insight you will land on the Dashboard home page. From the Find a Member tile select Enrol a Member. | ||
| Enter the Member enrolment information and select Save Draft or Save & Submit. Important! Please provide the Annualized Earnings (AE)associated with the year of enrolment. AE should include all expected pensionable earnings for the year. 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). | ||
| If incorrect data is provided, validation messages will be presented directly on the screen. Simply update the information and click Save Draft to continue. | ||
| 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. | ||
| 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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"Rather watch? Click here to view the Manual Enrolment Video" |