Retirement File Upload

For Plan Rules, please visit the Admin Manual: Link

Step-by-step instructions on how to process Retirements via a batch file upload. Follow the steps below and refer to the corresponding screenshots or how to videos provided in each section to process this request.


	From the Data Collections tile, select New Data Collection.
	Select Events Final Data from the Data Type drop-down menu. Note: Joint Administrators will need to input the appropriate Employer code during this step. Select Save and Continue.
	Select 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.
	Select Events Final Data from the Input Type drop-down menu. Then click Select files from your computer to select and upload your file.
	The uploaded file will be displayed under Uploaded File(s). Select Import Files to load and view the data.
	Once the data has been imported, your member records will be displayed on the screen. Any records containing input errors will be flagged with a red dot. The File Summary indicates how many errors need to be corrected.
	To view information about an error, single click on the member's record, and details will be displayed on the right. Click Edit to correct the error.
	Correct the error and click Save to continue.
	Now click Validate to initiate data validations.
	Once the validations are complete, you will be presented with any members who have data warnings or data errors that need to be corrected.
	There are several options for addressing errors: Manually 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
	Single click on a member to see validations details on the right. To correct the original data provided, click View Member Data.
	Update or correct the Member’s information and click Save and Validate to continue.
	If there are any Warnings (indicated by a yellow dot), you will need to correct the data to address the issue, or approve the warning and provide a reason why the data is correct. To approve a Warning, select Approve Warning.
	For each warning message, you will need to select the appropriate reason from the list provided. Once complete, click Save to return to the previous screen.
	Once all errors and warnings have been actioned, click Continue to proceed.
	Review your submission for accuracy. Then click Submit to send the information to HOOPP.
	Click Confirm to complete the submission.
	Your new submission now appears on the Data Collections listing page. Single click on the submission to see a summary on the right. Then click on the HOOPP Insight logo to return to the Dashboard homepage.

"Rather watch? Click play to view the Upload Retirement File Video".