For Plan Rules, please visit the Admin Manual: Link
Following are step-by-step instructions on how to report new leaves, update an existing leave (i.e. adjust previously reported information) or end a leave from the Member Events Tile.
For Plan Rules, please visit the Admin Manual: link to be added
| After logging into HOOPP Insight you will land on the Dashboard home page. From the |
Member Events tile, select New |
Member Event | |||
| Select |
Initiate Leaves - Start or Update or Leaves End from the Initiate New Events drop-down menu. Note: Joint Administrators will need to input the appropriate Employer code during this step. Then |
enter Members SIN and Click on Search for Member. | |||
| Select the Member and Click Initiate Leaves - Start or Update to begin entering the status change information. |
Note: Manual Entry is ideal for individual entries and Upload File is better suited for multiple entries.
If you selected +Add Record, begin by entering the Member’s SIN, First Name and Last Name.
| Enter the appropriate Leave information including Leave Type, Start Date and End Date (if available). Select Save Draft or Save and Submit to continue. Any input errors will be displayed on the screen and must be corrected before you submit the Leave. |
If you selected Grid Mode, select Add and begin entering your member information in the grid format.
Select Add to add additional members to the list.
Then select Back to List to proceed to the next step.
The new submission now appears on the Data Collections page.
Single click on the new submission to see a summary on the right
| To End a Leave, Select Initiate Leaves - Leaves End from the Initiate New Events drop-down menu. Note: Joint Administrators will need to input the appropriate Employer code during this step. Then enter Members SIN and Click on Search for Member. | ||
| Enter Members SIN and Click on Search for Member. Select the Member and Click Initiate Leaves - End to begin entering the data. | ||
| Enter the Leave End date information and Select Save Draft or Save and Submit to continue. Any input errors will be displayed on the screen and must be corrected before you submit the Leave. | ||
| Once validation is complete, the event will show as Submitted in the Events List. | ||
| The event will convert the status to Started. Then click on the HOOPP Insight logo to return to the Dashboard homepage. |
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"Rather Watch? Click here to view the How to Start a Leave Video" |
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"Rather Watch? Click here to view How to End a Leave Video" |
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"Rather watch? Click play here to view the Reading Service Breaks Video" |