Retirement Manual Entry

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.


	Once on the HOOPP Insight Dashboard: From the Member Events tile, select Initiate New Event.
	On the Events page, select Initiate New Event. Then select Retirement Notice from the drop down menu.
	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.
	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.
	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 HOOPP through the MDC process. Contributory Leaves – provide information for any leaves of absence for which the Member has made contributions. Leaves of Absence – report any new leaves or changes to previously reported leaves such as a leave ending. 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. Submitted – Event has been submitted to HOOPP. Completed – Event submission has been confirmed by HOOPP.

"Rather watch? Click here to view the Manual Retirement Notice Video".