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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. Click Save and Continue.
Note: Joint Administrators will need to input the appropriate Employer code during this step. Tip: You can overwrite the Data Collection Name so it's easier to search for later. |
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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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| Then click Download a template file and select. Open from the pop-up window to open the file template. |
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| Now enter the member data you wish to submit to HOOPP. Tip: The correct formatting can be found in the Member Data File Specifications. Once you have entered all member data, save the file to your computer. Note: Once the file is saved in .csv format, opening the file in Excel will delete the formatting changes and cause errors. | Warning |
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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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| Next click on Select files from your computer and select the
saved 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 the member's record and details will display 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: - 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 ReviewContinue to proceed. |
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| Review your submission for accuracy. Then click Submit to send the information to HOOPP. |
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| Click Confirm 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. |