Retirement File Builder

For Plan Rules, please visit the Admin Manual: Link

Step-by-step instructions on how to process Retirements using our File Builder approach. Follow the steps below and refer to the corresponding screenshots provided in each section to process this request.

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

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 begin the file builder 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 Download a template file and select Open from the pop-up window to open the file template.

Enter the member data you wish to submit to HOOPP. Once you have entered all member data, save the file in .csv format 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.

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

The uploaded file now appears in the Uploaded File(s) section.

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 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 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.