For Plan Rules, please visit the Admin Manual: Link
When entering member terminations on HOOPP Insight there are 3 different ways you can do this:
- Manual Entry - enter each termination individually by keying it manually on HOOPP Insight (ideal if you have 1 or 2 terminations to enter).
- File Builder (Excel Template) - download HOOPP's Events Final Data File template, key or copy terminations information onto the template and upload it to HOOPP Insight (ideal if you have a few terminations to enter).
- File Upload - build a file directly from your payroll/HRIS system that is in the file format specifications. (usually for a large number of terminations).
The three subcategories will walk you through each process step-by-step.