For Plan Rules, please visit the Admin Manual: Link
Step-by-step instructions on how to process Retirements using our Manual Entry approach. Follow the steps below and refer to the corresponding screenshots provided in each section to process this request.
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| Once on the HOOPP Insight Dashboard: From the Member Events tile, select Initiate New Event. | |
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| On the Events page, select Initiate New Event. Then select Retirement Notice from the drop down menu. | |
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| Enter the Member’s Last Name or SIN and then select the Search icon. Locate the Member and single click from the list provided. Select Initiate Retirement Notice. | |
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| Enter Employment End Date and click Save Draft (if the date isn't final) or Save and Submit if the member has confirmed that the date is firm. | ||
| From the Member Events tile, select Initiate New Event. | ||
| On the Events page, select Intiate New Event. Then select Retirement Final Data from the drop down menu. | ||
| Enter the Member’s Last Name or SIN and then select the Search icon. Locate and select the Member from the list provided. Select Initiate Retirement Final Data. | ||
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| Enter the appropriate information. Employment End Date – Enter last day the Member worked. Payroll Information (Current Year) – provide core MDC information such as weeks, contributions, PA. Payroll Information (Previous Year) – provide core MDC information such as weeks, contributions, PA. Important! Only provide Previous Year information if you have not already submitted this data to Contributory Leaves – provide information for any leaves of absence for which the Member Leaves of Absence – report any new leaves or changes to previously reported leaves such Retro Contributions – provide contribution information for any retroactive payments. | ||
| Any formatting errors will be displayed on the screen. Address any errors and then select Save and Submit to initiate business validations. | ||
| Any errors or warnings are displayed for action. Correct the information to clear the errors or Approve Warnings as appropriate. | ||
| To action warning messages, select Approve Warning. Once all the information is complete, select Save & Submit. | ||
| View the submitted event from the Events listing. When the event is selected, summary information is displayed on the right. Events can be in one of the following statuses: Started – Event has been created but not submitted to HOOPP. Completed – Event submission has been confirmed by HOOPP. |
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"Rather watch? Click here to view the Manual Retirement Notice Video". |