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PlanSource is a versatile software that offers a range of use cases, making it an invaluable tool for businesses of all sizes. Users have …
Overview
What is PlanSource?
PlanSource BenefitsOne is an employee benefits engagement platform, from PlanSource headquartered in Orlando, Florida. The solution presents streamlined workflows and real-time integrations, as well as a mobile-friendly enrollment experience that’s designed to maximize HR efficiency and plan adoption.
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What is PlanSource?
PlanSource BenefitsOne is an employee benefits engagement platform, from PlanSource headquartered in Orlando, Florida. The solution presents streamlined workflows and real-time integrations, as well as a mobile-friendly enrollment experience that’s designed to maximize HR efficiency and plan…
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What is PlanSource?
PlanSource BenefitsOne is an employee benefits engagement platform, from PlanSource headquartered in Orlando, Florida. The solution presents streamlined workflows and real-time integrations, as well as a mobile-friendly enrollment experience that’s designed to maximize HR efficiency and plan adoption.
Additional features include:
Additional features include:
- Communications - To create and schedule targeted, multi-channel communications campaigns that help reach and engage remote workers while saving HR admin time.
- Shopping - Guidance for employees through the entire process, with tools and content that let them compare and shop for benefits the same way they shop online for other items.
- Compliance - For federal and state ACA requirements, plus any unique eligibility rules and business workflows.
- Billing - To generate consolidated self-bills and reconcile carrier bills based on carrier-specific billing rules and mid-month changes for greater efficiency and cost transparency.
- Administration - Configure, manage and automatically enforce even complex benefit models, plans, workforce populations.
PlanSource Competitors
PlanSource Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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PlanSource is a versatile software that offers a range of use cases, making it an invaluable tool for businesses of all sizes. Users have reported that the software simplifies payroll management, allowing for easy and efficient processing. Additionally, PlanSource has proven to be useful in tracking and accessing a large amount of employee information, both by third-party call centers and internal staff. The software has also made enrolling in benefits a breeze for users, eliminating the need for paper forms and streamlining the entire process. With its automated open enrollment feature, PlanSource saves countless hours of manual enrollment for companies and provides a centralized platform for managing benefit elections. Moreover, the software's comprehensive reporting capabilities enable users to generate benefit reports that can be easily compared to payroll data. PlanSource excels in benefit administration, integrating with other HR systems and ensuring compliance with COBRA laws and ACA administration. It is particularly helpful for managing multi-state plans in one place, simplifying enrollments, terminations, and billing. Despite occasional bugs and concerns about customer support, users have found PlanSource to be a reliable solution that improves internal efficiencies and empowers employees to take ownership of their benefits experience.
User-Friendly Platform: Users find PlanSource to be a user-friendly platform with an intuitive user interface that makes it easy to navigate and access information. Many reviewers have stated that the platform is straightforward to use, allowing them to quickly find the information they need without any confusion or complications.
Integration Capabilities: The integration capabilities of PlanSource are highly regarded by users. Several reviewers have mentioned that the platform allows for seamless communication and data sharing with other software systems and carriers. This feature has greatly improved efficiency for many businesses, as it eliminates the need for manual data entry and reduces potential errors.
Convenient HR Solution: PlanSource consolidates all employee information in one place, which has been praised by many users. This consolidation eliminates the need for multiple platforms and makes it convenient for HR needs. Reviewers appreciate having everything in one location, as it saves time and effort when managing employee benefits and related information.
Limited customization options: Some users have expressed frustration with the limited customization options in PlanSource, which can be problematic for businesses with unique needs.
Difficulties connecting with payroll provider: Several users have reported difficulties when trying to connect PlanSource with their current payroll provider. This has resulted in inefficiencies in the benefits process and has caused frustration among users.
Confusing PTO hours management: Users have found it confusing to update PTO hours for employees on leave, as the system continues to accrue hours even when they are suspended. Accidentally approving PTO hours before modifying or redoing payroll can lead to issues and complications.
From user reviews, here are the three most common recommendations for PlanSource:
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Create a webinar on the new update and available capabilities: Users think that PlanSource should offer a webinar to educate customers about the latest updates and functionalities of the platform.
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Keep the same account managers for better communication: Users recommend having consistent account managers in order to ensure smooth communication and an improved overall experience with the platform.
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Provide better customer service from the support staff: Some users suggest enhancing the level of customer service provided by PlanSource's support staff to address any issues or concerns more effectively.
These recommendations emphasize the importance of educational resources, consistent communication, and improved customer service in order to enhance the user experience with PlanSource.
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