Retirement File Builder

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.

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.

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.

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.

Review your submission for accuracy.

Then select Submit to send the information to HOOPP.

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.