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For Plan Rules, please visit the Admin Manual: link to be addedLink
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. | |
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| 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. | |
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| 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. | |
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| Select Events Final Data from the Input Type drop-down menu. Then click Select files from your computer to select and upload your file. | |
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| The uploaded file will be displayed under Uploaded File(s). Select Import Files to load and view the data. | |
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| 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. | ||
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| Correct the error and click 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:
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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. |
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| Update or correct the Member’s information and click Save and Validate to continue. | ||
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| 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. |
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| 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. | ||
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| Once all errors and warnings have been actioned, click |
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 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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"Rather watch? Click here to view the Upload Retirement File Video". |