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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. Note: Joint Administrators will need to input the appropriate Employer code during this step. Click Save and Continue. |
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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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| Click Select files from your computer to select and upload your file. | Panel |
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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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| 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 on the member record and details will display on the right. Click Edit View Member Data to correct the error. |
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| Correct the error and select 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. | Panel |
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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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| ClickConfirm 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.
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