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For Plan Rules, please visit the Admin Manual: Link

When enrolling members on HOOPP Insight, there are 3 different ways you can do this:

  1. Manual Entry - enter each enrolment individually by keying it manually on HOOPP Insight (ideal if you have 1 or 2 enrolments to enter).
  2. File Builder (Excel Template) - download HOOPP's Enrolment File template, key or copy enrolment information onto the template and upload it to HOOPP Insight (ideal if you have a few enrolments to enter).
  3. File Upload - build a file directly from your payroll/HRIS system that is in the file format specifications.  (usually for a large number of enrolments).  
The three subcategories will walk you through each process step-by-step.
  1. Importance of Enrolment (learn more)

    1. What is the enrolment process? 

    2. Why is enrolment important?

    3. Employer Obligations 

  2. Member Experience (learn more)

    1. What happens next?

  3. Employer Resources (learn more)

    1. Job Aids (Videos, Step-by-Step text guide)

    2. Other process information and instructions

    3. FAQs

    4. Data validation and common errors

    5. Data collection file layout and requirements