Time-saving rota & HR software that helps SMEs put their people first and drive their business forward. Take a free trial now.

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat
PlanSource is a complete benefits administration solution that automates & streamlines end-to-end benefits management for employers, brokers & insurance carriers. With our industry-leading platform, you can manage benefits shopping, enrollment, billing, compliance & administration in one place.
PlanSource is a complete benefits administration solution that automates & streamlines end-to-end benefits management for employers, brokers &...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat

Starting from

£11,00/month

  • Subscription

Starting from

  • Subscription

Overall rating

4,5 /5
(26)
Ease of Use
4,6/5
Features & Functionality
4,3/5
Customer Service
4,3/5
Value for Money
4,4/5

Overall rating

3,9 /5
(13)
Ease of Use
3,8/5
Features & Functionality
3,9/5
Customer Service
3,3/5
Value for Money
3,5/5

Total features 59

  • ACA Reporting
  • API
  • Access Controls/Permissions
  • Action Management
  • Activity Dashboard
  • Ad hoc Reporting
  • Alerts/Notifications
  • Applicant Tracking
  • Applications Management
  • Appraisal History
  • Approval Process Control
  • Attendance Management
  • Attendance Tracking
  • Benefits Administration Outsourcing
  • Benefits Dashboard
  • Benefits Management
  • COBRA Administration
  • Calendar Management
  • Communication Management
  • Compensation Management
  • Compliance Management
  • Configurable Workflow
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Storage Management
  • Deduction Management
  • Document Management
  • Document Storage
  • Employee Benefits Administration
  • Employee Database
  • Employee Management
  • Employee Onboarding
  • Employee Portal
  • Employee Profiles
  • Employee Self Service
  • Enrollments/Onboarding
  • Expense Claims
  • Expense Tracking
  • FMLA Administration
  • Financial Management
  • Forms Management
  • Goal Setting / Tracking
  • HIPAA Compliant
  • HR Management
  • HSA/FSA Administration
  • Health Insurance Administration
  • Labor Cost Reporting
  • Leave Tracking
  • Life Insurance Administration
  • Mail Merge
  • Microsoft Outlook Integration
  • Multi-Language
  • Onboarding
  • Online Benefits Enrollment
  • Payroll Management
  • Performance Appraisal
  • Performance Management
  • Performance Metrics
  • Progress Reports
  • Project Time Tracking
  • Provider Management
  • Real Time Reporting
  • Recruitment Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Assignment
  • Role-Based Permissions
  • Rules-Based Workflow
  • Self Service Portal
  • Sick Leave Tracking
  • Summary Reports
  • Task Management
  • Team Calendars
  • Third Party Integrations
  • Time & Attendance
  • Time & Expense Tracking
  • Time Clock
  • Time Off Management
  • Time Off Requests
  • Timesheet Management
  • To-Do List
  • Training Management
  • Training Record Management
  • Vacation/Leave Tracking
  • Workflow Management
  • iCalendar Support

Total features 52

  • ACA Reporting
  • API
  • Access Controls/Permissions
  • Action Management
  • Activity Dashboard
  • Ad hoc Reporting
  • Alerts/Notifications
  • Applicant Tracking
  • Applications Management
  • Appraisal History
  • Approval Process Control
  • Attendance Management
  • Attendance Tracking
  • Benefits Administration Outsourcing
  • Benefits Dashboard
  • Benefits Management
  • COBRA Administration
  • Calendar Management
  • Communication Management
  • Compensation Management
  • Compliance Management
  • Configurable Workflow
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Storage Management
  • Deduction Management
  • Document Management
  • Document Storage
  • Employee Benefits Administration
  • Employee Database
  • Employee Management
  • Employee Onboarding
  • Employee Portal
  • Employee Profiles
  • Employee Self Service
  • Enrollments/Onboarding
  • Expense Claims
  • Expense Tracking
  • FMLA Administration
  • Financial Management
  • Forms Management
  • Goal Setting / Tracking
  • HIPAA Compliant
  • HR Management
  • HSA/FSA Administration
  • Health Insurance Administration
  • Labor Cost Reporting
  • Leave Tracking
  • Life Insurance Administration
  • Mail Merge
  • Microsoft Outlook Integration
  • Multi-Language
  • Onboarding
  • Online Benefits Enrollment
  • Payroll Management
  • Performance Appraisal
  • Performance Management
  • Performance Metrics
  • Progress Reports
  • Project Time Tracking
  • Provider Management
  • Real Time Reporting
  • Recruitment Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Assignment
  • Role-Based Permissions
  • Rules-Based Workflow
  • Self Service Portal
  • Sick Leave Tracking
  • Summary Reports
  • Task Management
  • Team Calendars
  • Third Party Integrations
  • Time & Attendance
  • Time & Expense Tracking
  • Time Clock
  • Time Off Management
  • Time Off Requests
  • Timesheet Management
  • To-Do List
  • Training Management
  • Training Record Management
  • Vacation/Leave Tracking
  • Workflow Management
  • iCalendar Support
  • BambooHR
  • Google Calendar
  • Microsoft Outlook
  • Oracle Cloud HCM
  • Paycor
  • TeamOrgChart
  • UKG Pro
  • WeThrive
  • BambooHR
  • Google Calendar
  • Microsoft Outlook
  • Oracle Cloud HCM
  • Paycor
  • TeamOrgChart
  • UKG Pro
  • WeThrive