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For Plan Rules, please visit the Admin Manual: link to be addedLink

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.




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After logging into HOOPP Insight you will land on the Dashboard home page.

From the Data Collections tile, click New Data Collection. 


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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.


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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.


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Click Select files from your computer to select and upload your file.

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Important! Please provide accurate dates (MM/DD/YY) when entering date of birth, hire date, enrolment date and employment type effective date in your file.   



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The uploaded file now appears in the Uploaded File(s) section.

Click Import Files to load and view the data.


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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.


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To view information about an error, single click on the member record and details will display on the right.

Click

Edit

View Member Data to correct the error.


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Correct the error and select Save to continue.


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Now click Validate to initiate data validations.


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Once the validations are complete, you will be presented with any members who have data warnings or data errors that need to be corrected.

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There are several options for addressing errors:

  • Correct the Data – update the data originally provided
  • Approve Warning – select an override for the reported data
  • Postpone Member – set aside to work on at a later time
  • Reject Member – delete the member from the data collection


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Once all errors and warnings have been actioned, click
Review
Continue to proceed.


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Review your submission for accuracy. Then click Submit to send the information to HOOPP.


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ClickConfirm to complete the submission.


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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.



VIDEO TO BE ADDED
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View file
nameInsight - Enrolment File Upload HBv2 Jan7.mp4
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"Rather Watch?  Click here to view the Enrolment File Upload video"