Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

For Plan Rules, please visit the Admin Manual: Link

Info

Table of Contents


Panel

Data Submission Options & Guidelines

There will be 2 primary ways in which data can be provided to HOOPP ranging from manual entry to almost complete automation. 

They include:

    • Manual data entry via an on-line tool within our Employer Portal
    •  File uploads
      • Using a pre-programmed file (created by your IT department or payroll provider)
      • Using HOOPP’s ‘file builder’:  a pre-formatted .csv / excel-compatible template to update

        information directly into a spreadsheet. 

Information submitted to HOOPP can be done using any combination of the above options as summarized below:

Member Data TypeFrequencyOptions Supported
Member Data Collection (MDC)AnnualFile Upload, File Builder, Manual
Contributory LeavesAnnualFile Upload, File Builder, Manual
Leaves of AbsenceIn-year

File Upload, File Builder, Manual

EnrolmentsIn-yearFile Upload, File Builder, Manual
Final Data: Retirements / TerminationsIn-yearFile Upload, File Builder, Manual
Member Information UpdatesIn-yearFile Upload, File Builder, Manual
Previous Year Adjustments (via Remittance process)In-yearFile Upload, File Builder, Manual
Retro Contributions (via Remittance process)In-yearFile Upload, File Builder, Manual
Lump Sum Contributions (via Remittance process)In-yearManual Only
Retirement NoticeIn-yearManual Only
Final Data: DeathIn-yearManual Only

Important: For in-year transactions, we recommend you report this information to HOOPP at least monthly in order to streamline your annual MDC reporting processes.

Additionally, for member events such as Enrolments, Terminations, Retirements, Pre-Retirement Death, information should be reported on a regular basis so that we do not delay providing benefit information to our Members. 

In order to help determine which data submission options makes most sense for your organization, we have provided some recommendations and high level guidelines for how best to submit information to HOOPP.

  1. In general for Employers with more than 40 HOOPP members, we recommend file uploads be used for the following:
    • Member Data Collection (MDC)
    • Contributory Leaves o Leaves of Absence*
    • Retro Contributions


2. As a second priority, and depending on transactional volumes and member count, we recommend you also develop files for:

    • Final Data – Retirements / Terminations*
    • Enrolments*
    • Member Basic Information (for full-time / part-time status changes)*


*This information is provided to HOOPP throughout the year.  If file uploads are used you can simplify your reporting processes by uploading these files on a periodic basis such as each pay period or each month. 

3. Manual data entry is recommended for low volume transactions that normally include:

    • Member Basic Information (for Name, SIN, Contributory Status changes)
    • Previous year adjustments (submitted via the Remittance process)

...

Field NameDescriptionMandatory FieldMax Field LengthData TypeExample
SINSocial Insurance Number No hyphens or spacesYes9Integer123456789
LastNameLast name of memberYes40CharacterSmith
FirstNameFirst name of memberYes40CharacterJohn
WeeksTotal contributory weeks for the MDC yearYes4Decimal51.05
LowContributionsTotal low contributions for the MDC yearYes9Decimal523.64
HighContributionsTotal high contributions for the MDC yearNo9Decimal321.23
AnnualizedEarningsAnnualized earnings for the MDC year. This field will normally be blank. Only provide if the member has waived contributions with HOOPP before January 2014.No8Integer52000
PAPension Adjustment for the MDC yearYes5Integer12594
EmploymentTypeMost recent employment status of full-time or part-time.NO2CodeFT
EmploymentType EffectiveDateEffective date of the most recent employment statusNO8Date10302015
AnnualizedEarningsAnnualized earnings for the MDC year. This field will normally be blank. Only provide if the member has waived contributions with HOOPP before January 2014.No8Integer52000

Contributory Leaves - File Requirements

...

        Information provided will update the member’s leave of absence from non contributory to contributory (i.e. Paid). This information is important since it is used to determine the member’s Early Retirement Reduction factor which plays a role in determining the member’s                member’s earliest unreduced retirement date and monthly pension.  This information is is              also required by the Income Tax Act to track the prescribed compensation.   

        You  You report the total weeks paid for which the member made contributions during the leave, and the percent of normal earnings. To determine percent of normal earnings, you: 

...

When you submit the data, HOOPP updates the member’s leave of absence to Contributory by taking the Total weeks Paid divided it by the Percent of Normal Earnings.    This will determine what portion of the leave will be updated to Contributory.  The member will be able to view all updated contributory leave information based on your submission.

...

Field NameDescriptionMandatory FieldMax Field LengthData TypeExample
SINSocial Insurance Number No hyphens or spacesYes9Integer123456789
TitleTitle of employeeNo4CodeMr.
LastNameLast name of employeeYes40CharacterSmith
MiddleInitialMiddle initial of employeeNo2CharacterAC
FirstNameFirst name of employeeYes40CharacterJohn
DateOfBirthBirth date of employeeYes8Date10302015
GenderGender of employeeYes1CodeM
LanguagePreferencePreferred language of the employeeYes1CodeF
HireDateDate employee was hired at specific employerYes8Date10302015
EnrolmentDateDate employee was enrolled in the planYes8Date10302015
EmploymentTypeCode that indicates employee’s type of employment Yes2CodePT
EmploymentType EffectiveDateEffective date of the employment typeYes8Date10302015
AnnualizedEarningsAnnualized earnings associated to the year of enrollmentYes8Integer52000
UnionDesignationCode identifying member's union designation at that specific employerYes7CodeOPSEU
TelephoneNumberEmployee’s primary contact numberYes15Character4165555555
EmailAddressEmail address of employeeNoYes80Characterjohndoe@email.com
AddressLine1First line of the employee’s addressYes40Character123 Street
AddressLine2Second line of the employee’s addressNo40CharacterApt. #805
AddressLine3Third line of the employee’s addressNo40CharacterPO BOX 456
CityCity of the employee’s addressYes40CharacterToronto
ProvinceStateProvince of the employee’s addressYes2CodeON
PostalCodeZipCodePostal code/Zip code of the employee’s addressYes12CharacterM5C 3B2
CountryCountry of the employee’s addressYes2CodeCA

...

Interface CodeDescription
AAHPOAmerican Armenian Health Professionals Organization
CIPPClinical Investigator Preparatory Program
CLACChristian Labour Association of Canada
CLCCanadian Labour Congress
CUOECanadian Union of Operating Engineers
CUPECanadian Union of Public Employees
EA
IBEWInternational Brotherhood of Electrical Workers
ICTUIndependent Canadian Transit Union
ITEInstitute of Transportation Engineers
IUOEInternational Union of Operating Engineers
LIUNALabourers’ International Union of North America
MULTIMultiple Union Designation
NONENo Union Designation
NOWUNational Organized Workers Union
OCHUOntario Council of Hospital Unions
ONAOntario Nurses’ Association
OPEIUOffice and Professional Employees International Union
OPSOntario Public Service
OPSEUOntario Public Service Employees Union
OTHERUnion Designation Not Listed
PHFPublic Health Foundation
PNFOPractical Nurses Federation of Ontario
SEIUService Employees International Union Healthcare
UFCWUnited Food and Commercial Workers
UNIFORUnion for Canada
UPGWA International Union, United Plan Guard Workers of America

...