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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.



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After logging into HOOPP Insight you will land on the Dashboard home page. From the Find a Member tile select Enrol a Member.


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Enter the Member enrolment information and select Save Draft or Save & Submit.


Warning

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.  For additional information on pensionable earnings please visit Section 4.2 of the Admin Manual.


Warning

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

Note: Employment Type Effective Date is the effective date of the most recent employment status (Part Time or Full Time).


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If incorrect data is provided, validation messages will be presented directly on the screen. Simply update the information and click Save Draft to continue.


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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.


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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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View file
nameEnrolment Video With Pensionable Earnings 2 HB July2020-2.m4v
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"Rather watch?  Click here to view the Manual Enrolment Video"


NEW VIDEO
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View file
nameAe Video Learning Centre_July 2020.m4v
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"Rather watch?  Click here to view the Calculating Annualized Earnings Video"