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Transfers of Registration
Q: Can this be exported to QuickBooks onlineWhy can’t initiate a transfer?
A: The HCR 3.0 will have numerous API capabilities, but QuickBooks will not be ready right away for June 1, 2021. This will be for a future release.
Q: A registrar needs the ability to report on targeted information – can I do this in HCR 3.0?
A: There will be two ways to generate reports within HCR 3.0.
The first one will be through the Members page. You can filter the data by type of member, by registration season and by registration status. Next, click the Export button located above the generated list and select the export option (CSV, excel, PDF, print).
The second option is from the Report page, where you will be able to do some advanced reporting by defining the data in each column and creating custom reporting of your membership and registrations. This feature will come with the national rollout in June 2021.
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A: Yes, we have a memos section for this, but the possibility of uploading documents will only be released for the national rollout in June.
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A: The only reports available are registration and transaction during the pilot project. You can view these by selecting export and then choosing your desired option into excel or pdf.
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A: The player movement functionality will be enabled at the June national rollout. Until that date, only very special cases will be accepted. You must go through the process of requesting that movement (transfer) to your regional or provincial organization. That request will then go to Hockey Canada and we will manually push the transfer through.
Q: Will I be able to document police clearances/declarations during the pilot?
A: No, this will be part of the national roll out in June
Q: Can the view be customized as we could in 2.0?
A: There are no plans to customize the member profile yet. Maybe in the future!
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A: You can create a registration package in the online store for staff (coach/trainer/managers/on ice helpers) at no cost.
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A: For each type of registration, you select which discounts can be applied. For a coach, no discount would be attacked therefore you can register a coach and a player at the same time.
Q: Is there an option for the public to generate a tax receipt?
A: You can either print off the receipt under history of transactions or they have the option to print or download.
Q: Can you print the waivers and terms and conditions for those who do manual registration?
A: Yes, you can go into setting and print from there
Q: Will videos be made for parents to show them on how to register?
A: Yes, videos are created and will be posted for the National rollout.
Q: For manual registrations, will you be able to forward the invoice to the parent?
A: When you manually register, there is an option to send the invoice to the parents by email.
Q: Will there be a refund button, and how much do you want to refund?
A: Yes, there will be a refund button and then a date will be given to figure out as to how much can be refunded
Q: If a third party platform is used, the registration fee is the only part that must be created?
A: If you are using a third party such as Ramp, you will set the registration to $0.00
Q: Do you have to create a store? Our league charges the teams and not the individual players.
A: The store is for online registration, but you can invoice manually.
Q: Will there be videos to do a step by step on certain topics?
A: Yes, when you go to the support button on that page there will be step by step guides, as well as videos for each topic.
Q: Will the branches be entering in the membership fee?
A: For this year it will be entered for you.
Q: Do you have to pay the membership fee for every registration (if you register a player at their home centre and then register them for a higher level team at another centre)?
A: No, once the membership fee is paid for that season, it will not be applied again.
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A: We have set up the forget my password so that anyone with access will be able to reset the password on their own.
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A: For June 1st, we will have a feature for outstanding and will have an option to add a balance (last season - ice rental, unpaid fees, any outstanding balance), when they register online they will have to pay that amount as well.
Q: How accurate must the name field be in order to match an existing profile?
A: It has to be pretty exact. June 1st we will have a tool that will recognize the letters, so if we reverse 2 letters the system will still recognize.
Q: Can a player be searched by birthdate, if it is determined name is spelt incorrect
A: Yes, you will be able to search for the member by their birthday.
Q: Is the transaction history on the member profiles mandatory to show up? Can it be hidden?
A: It is not customizable, it won't be able to be hidden.
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A: You can either type or use the calendar and it will be displayed as Year/Month/Day
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A: Yes, we will be able to merge a participants profile
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A: You don't have to set up an online store but you do need to set up your catalog.
Q: Will the association have to confirm the participant's online registration in order for that participant to be placed on a team roster?
A: When a participant registers online he becomes pending, you need to confirm his registration in order to have him put. You can confirm registration, even if transactions aren't dealt with.
Q: Can you search by address?
A: It will be brought to HC and we will look at bringing it forward for future development.
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A: When they register they will be given an option to click the credit which will show up in blue.
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A: This is due to no longer having pre registration. This is for the registrar and no parent will receive anything.
Q: If a participant withdraws prior to actually stepping on the ice how does the Association refund the member fees (insurance and assessment).
A: There will be a date provided by HC; after this date membership fee will not be refunded.
Q: If you have multiple stores, do you have multiple links to them? Or is there one public page that has all the stores listed?A: Each store has a separate link, but you will also have a public page where all your stores will appear. There are a few potential causes, the most common are:
Outstanding Balance,
Existing pending balance,
Player is already shared to them,
Documents attached exceed 10MBs
Q: How can I see if there is already a transfer request?
A: Go the Member’s profile and under ‘history’ all transfer for that player will be there.
Q: Why aren’t my transfers showing up?
A: You need make sure the ‘action required’ check box is not selected.
Rostering
Q: How do I release a player?
A: Open the Team, Go to the ‘team roster’ tab, select the player by highlighting their line, click the action button and select release
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Note: Some branches have restricted this access, please contact them directly if you have questions |
Q: How do I edit my jersey numbers?
A: Open the Team, Go to the ‘team roster’ tab, click the ‘edit roster’ button. This will give you access to edit jersey numbers
Q: Why is it mandatory to have a position when I am rostering players?
A: If you are unsure of the player’s position, you can select ‘player’ as a position
Q: How do I move players from affiliate to active or vice versa?
A: You will have to release the player from their current roster spot and re-add them in the correct position. Please contact your branch for assistance with this.
Q: I accidently released a player how do I get them back?
A: This is a branch only tool, please contact them for assistance
Q: How can I edit the team category?
A: Under the ‘team profile’ in the tab ‘team information’, if there are no players on the team you can edit this in the team information section.
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Note: Once you add a player or coach, this feature is locked. Please contact your branch for assistance in making a change. |
Q: Why aren’t players and coaches showing up in the search function?
A: The most common reason for this is that the coach or player is not shared or a member of the organization.
Q: Why can’t I add players to the affiliate roster?
A: You need to be rostered to a team as an active player before you can be rostered as an affiliate.
Q: Why can’t I add a person as a player and coach?
A: This is not permitted currently.
Q: How do I submit my team for approval?
A: Unfortunately, at this time, this feature is not available. However, we are reviewing it in the future.
Q: How do I print my official team roster?
A: Unfortunately, at this time, this feature is not available. However, we are reviewing it in the future.
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Note: it is available to print in .CSV format. However, unfortunately, at this time, the PDF version is not available. |
Q: How do I double card a player?
A: Unfortunately, at this time, this feature is not available. However, we are reviewing it in the future.
Reports
Q: How can I run a pre-registration report?
A: Pre-registration is now called ‘registration’ in HCR3.0.
Q: How come I can’t link my questionnaire report to registration?
A: Unfortunately, at this time, this feature is not available. However, we are reviewing it in the future.
Q: Why isn’t my manual registration showing up in my online store report?
A: The online registration option is not where all the registration will be listed. This module is only for those who register online. You can create registration fees without linking them to an actual online store. The manual registrations you created will be visible in the actual player’s profile.
Click the word registration (this box is next to the blue search button). Click search. This will provide a list of all registrations (from all your online stores and all your manual registrations).
Q: How do I run a waiver report that includes all the waivers?
A: Currently you can only run a waiver report that the MHA created. Future functionality may include a push of the other waivers.
Q: What reports are planned for HCR3.0?
A: A few reports that are planned are below:
Registered Participants not on a Team
Deficiencies
Non-Returning Participants by Registration
Participants on Multiple Team
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Note: ‘Pre-registered’ from HCR2.0 is now called ‘Registered’ |
Q: Why are cancelled registrations showing up in my reports?
A: We need to keep a historical record of each transaction for tracking purposes. However, there is a separate column you can use to filter these from your report.
Q: Why when I cancel a registration does it not show cancelled on the questionnaire report?
A: Unfortunately, at this time, this feature is not available. However, we are reviewing it in the future.
Clinics
Q: When minimum age to attend is entered, is it determined as of the date the participant registers or Dec. 31?
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