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Previous Year Adjustments

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For Plan Rules, please visit the Admin Manual: Link

From time to time, you may need to update or correct member data for a previously reported year.

Complete an Ad Hoc Remittance via the Remittance process to report previous year adjustments. Your Ad Hoc Remittance must include the total member and employer contributions, as well as the following member level information:

    • Adjustment year
    • Weeks, if applicable
    • Low contribution amounts, if applicable
    • High contribution amounts, if applicable
    • Amended Pension Adjustment (PA) amount

Note: the above information should reflect the adjustment portion only and can be a positive or negative amount; however, the amended PA amount must reflect the total revised PA for the year. This information will be used to update the member’s record.

Previous Year Adjustments can be be reported manually by entering the information, or by using a file upload process. 

Step-by-step instructions on how to report Previous Year Adjustments follow. Refer to the corresponding screenshots to process this transaction.

After logging into HOOPP Insight you will land on the Dashboard home page.

From the Remittances tile, select New Remittance.

Select Ad Hoc from the Remittance Type drop-down menu.

Then enter the Start and End Date of the remittance period
you would like to adjust.

Select Save and Continue.

In the Employee field, enter the total of all contributions that you will be remitting for the Previous Year Adjustment(s).

The Employer amount will automatically populate in the Employer field.

Then select Save and Continue.


Select Add Manual Entry to begin entering member level information.

Start by entering the Member’s SIN, First Name and Last Name.

Then add the Member’s contribution details in the appropriate fields.

Select Save to continue.

The member’s record will now be displayed on the screen.

To add contribution details for additional members, select Add Manual Entry and repeat the process.

Once you have entered the contributions details, select Validate to initiate business validations.

When the validations are complete, you may be presented with data warnings or data errors that need to be corrected.

You will need to clear the errors or warnings before proceeding to the next step.

Once any errors or warnings have been actioned, select Continue to proceed.

Next, select any Outstanding Invoices or Unapplied Credits (if there are any) that you would like to add to this remittance.

Once complete select Review.

Review the remittance information for accuracy.

To print a copy of the remittance information, select Print.

Then select Submit to send the information to HOOPP.

Select Confirm to complete the submission.

The submission now appears on the Remittances listing page.

Select the listing to see a summary on the right.

Then click on the HOOPP Insight logo to return to the Dashboard homepage.

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