Enrolment File Builder - New

For Plan Rules, please visit the Admin Manual: link to be added

This is a step-by-step instruction on how to process multiple Enrolments using our File Builder template. Follow the steps below and refer to the corresponding screenshots provided in each section.

After logging into HOOPP Insight you will land on the Dashboard home page. From the Data Collections tile, click New Data Collection.

Select Enrolments from the Data Type drop-down menu.

Click Save and Continue.

Note: Joint Administrators will need to input the appropriate Employer code during this step.

Tip: You can overwrite the Data Collection Name so it's easier to search for later.

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.

Then click Download a template file and select.

Open from the pop-up window to open the file template.

Now enter the member data you wish to submit to HOOPP.

Tip: The correct formatting can be found in the Member Data File Specifications.

Once you have entered all member data, save the file to your computer.

Note: Once the file is saved in .csv format, opening the file in Excel will delete the formatting changes and cause errors.

Next click on Select files from your computer and select the
saved file.

The uploaded file now appears in the Uploaded File(s) section. Click Import Files to load and view the data.

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.

To view information about an error, single click the member's record and details will display 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:

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

Once all errors and warnings have been actioned, click Review 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 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.

"Rather watch? Click play to view the Enrolment File Download Video "