PlanSource

Benefits administration solution for businesses of all sizes

About PlanSource

PlanSource is a cloud-based benefits administration solution designed to help employers, consultants and insurance carriers of all sizes manage enrollment, billing, compliance, and more. The platform offers a host of features such as plan recommendations, contribution management, ACA measurement, reporting, reconciliation and cost calculations. A customizable dashboard allows users to manage employees, services, payroll, and communication.

PlanSource’s human capital management module allows businesses to handle applicant tracking, new hire onboarding and performance management. The platform comes with a portal which lets users automate processes related to job postings and resume uploads. Key features include prepaid cards, retirement administration, and time/labor tracking.

PlanSource allows employers to create personalized content based on demographics, location, and user type. The app also provides employee communication tools for users to send deduction details, push notifications, and electronic benefits confirmation statements. Administrators can create, customize, save, and schedule benefits reports.

PlanSource includes an integrated reporting solution which enables users to manage ACA compliance, from information importing to measurement, notifications, and forms generation. The platform also lets users transmit final forms to internal revenue services (IRS) and print or share them via email with employees.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Images

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Features

Total features of PlanSource: 52

  • ACA Reporting
  • API
  • Activity Dashboard
  • Ad hoc Reporting
  • Applicant Tracking
  • Benefits Administration Outsourcing
  • Benefits Dashboard
  • Benefits Management
  • COBRA Administration
  • Communication Management
  • Compensation Management
  • Compliance Management
  • Configurable Workflow
  • Customizable Forms
  • Customizable Reports
  • Dashboard
  • Data Import/Export
  • Deduction Management
  • Document Management
  • Document Storage
  • Employee Benefits Administration
  • Employee Database
  • Employee Management
  • Employee Onboarding
  • Employee Portal
  • Employee Self Service
  • Enrollments/Onboarding
  • FMLA Administration
  • Forms Management
  • HIPAA Compliant
  • HSA/FSA Administration
  • Health Insurance Administration
  • Labor Cost Reporting
  • Life Insurance Administration
  • Multi-Language
  • Online Benefits Enrollment
  • Payroll Management
  • Performance Metrics
  • Progress Reports
  • Provider Management
  • Real Time Reporting
  • Recruitment Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Rules-Based Workflow
  • Self Service Portal
  • Summary Reports
  • Third Party Integrations
  • Time Clock
  • Timesheet Management
  • Workflow Management

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Reviews

Overall rating

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

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Showing 5 reviews of 13
Scott S.
Overall rating
  • Industry: Transportation/Trucking/Railroad
  • Company size: 1 001-5 000 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Plansource has helped us comply with the ACA and move our benefits enrollment from paper to...

Reviewed on 2018/01/30

ACA compliance, online experience for employees (instead of paper), and improved billing...

ACA compliance, online experience for employees (instead of paper), and improved billing reconciliation with our vendors.

Pros

Continuing to improve the software with frequent releases/updates. Has helped us better manage our benefits and took us from paper benefits enrollment to online. Also has simplified our billing process with our insurance vendors.

Cons

Initial integration was a little bumpy. When we first started using Plansource it was a little behind a few other solutions from a feature standpoint, but I believe they have caught up!

Response from PlanSource

Scott, we are happy to help on the ACA front! Staying compliant is more important than ever.

Melinda G.
Overall rating
  • Company size: 201-500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Good product, not enough knowledgeable support or client education

Reviewed on 2016/12/08

I have used this software for almost 7 years -- it is vast and expansive in its capabilities. Its...

I have used this software for almost 7 years -- it is vast and expansive in its capabilities. Its reporting system alone seems to be able to manipulate your data in any way possible you could ever need. The payroll interface is simple as is the benefits. The problem I face most with this is the support by the company. The training on how to use their reporting system and its vast capabilities are lacking. If I have problems and contact their customer service team, I often find myself explaining to them the finer details of how a simple interface, such as PTO setup, works in regards to the detail or assistance I need. I don't know if they are growing too fast and don't have the staff support to keep up or their staff just isn't up to speed on their product as they need to be. I find myself leaning on the team for support less and less. Additionally, there are many things in the system that occur (bugs, known issues etc) that just don't make sense. Plansource recommends vendors for you to use for other pieces of your business that are 'built to flow' to their systems. However, we find that they don't actually capture all of the information that's needed and take all parts into consideration. We are using this recommended vendor and yet still have to do our own workarounds to make their 'flow of information' between systems complete.

That being said when there is an issue that they have erred on - they do go above and beyond to correct it.

Leah H.
Overall rating
  • Industry: Telecommunications
  • Company size: 51-200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

Lots of promises that fell through

Reviewed on 2020/06/03

-7 months later and my initial implementation is not finalized. I am in open enrollment and fixing...

-7 months later and my initial implementation is not finalized. I am in open enrollment and fixing way too much stuff.
-The benefit codes that were set up in UltiPro take a PhD to understand.
-The reporting feature which was sold as this amazing feature, actually is terrible. Want to move your column arrangement? Get ready to remove all the fields and add the again in the order. What happened to dragging the column to the order you need it in?

I could go on for days, but I think you get the point. I did a lot of research and asked a lot of questions before getting this system. I felt so confident that this was going to make my administrative tasks with benefits an ease, that unfortunately is not the case.

Pros

Pros:
- integrates with UltiPro
- You can make custom benefit pages, but those go away after enrollment, so get ready to make handouts with the same information for your employees. I love doing the same work twice.

Cons

Cons:
Implementation:
- Implementation went past schedule by 3 months because of errors setting up our benefits.
- EDI took 4 months to set up, some of which were abandoned, multiple times.
- implementation ran in to open enrollment period. The implementation team stopped working on benefits for initial implementation and said that they were changing during open enrollment so they would only focus on those benefits. So manual processes for admin for 3 months.
- implementation team does your uploads, get ready to redo those. Data was uploaded in to "user defined" (aka custom fields) with wrong data, but uploaded correctly in the benefit field. This made it a joy to audit and correct, which fell on the benefit admin. Implementation team did not offer to correct.

System:
- doesn't allow benefit information on each product to be accessible after enrollment. Meaning your employees can not access this information
- doesn't allow for benefits that rate have to be manually managed. Have a vendor that doesn't a rate table or is custom, they can't support that.
- Doesn't really allow custom benefits, i.e. different classes of life insurance with different rules, so get ready to change your benefits
- system is slow, my assumption is because of the integration in UltiPro
- for $20,000, I have a broken system and am still doing manual work that I was told could be automated
- way too many clicks per benefit selection. Get ready to click 4 times for each benefit

Response from PlanSource

Thanks for taking the time to share your feedback. I'm sorry to hear that our platform didn't meet your expectations and that you had a negative experience with our Professional Services team. I can understand how frustrating it'd be to feel like you weren't getting the help you needed to be successful with the software. Clearly, we fell short, and I apologize.

I'd appreciate the chance to follow up with you directly to learn more about your concerns, do what we can to make them right, and talk through some of the things we've put in place over the last 3-6 months to proactively address these moving forward. We want all of our customers to be wildly successful, and I hate to hear this wasn't your experience with PlanSource.

Feel free to reach out to me personally at [email protected] or 689-205-5698. We look forward to hearing from and helping your team soon.

All the Best,
Lisa Van Ever
SVP, Professional Services
PlanSource
[email protected]

Tammi M.
Overall rating
  • Industry: Insurance
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

I have been utilizing the PlanSource platform for over 4 years now.

Reviewed on 2017/08/21

Pros

We utilize the system to manage our robust benefit package. It easily maintains each person's elections, sends a data feed to each of the carriers, and does this all without paper! Open enrollment is so much simpler, and there are fewer errors.

While the customer support has had some growing pains, I believe we are over that hurdle. Response time is great and the relationships formed with key administrators has helped us work through our complicated program.

Cons

I am looking forward to the new user interface that will make the site more responsive to the device the employees are using. There are times that people just do not "page down" and then they miss important information.

Response from PlanSource

Tammi, We are so glad that we are able to add value to Murray Securus and help you and your employees during Open Enrollment and beyond!
We really appreciate our partnership!

Susan C.
Overall rating
  • Industry: Retail
  • Company size: 1 001-5 000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Devoted Client Of PlanSource

Reviewed on 2016/09/23

I have been using the PlanSource system for over 7 years for our payroll and HR needs. They...

I have been using the PlanSource system for over 7 years for our payroll and HR needs. They provide a high level of customer service and continue to evolve their product with the changing needs of the market. I highly recommend their services to anyone looking for a system which can provide a robust payroll system, ACA and benefits administration, time keeping software, and onboarding all in one place.

Response from PlanSource

Thank you very much Susan!

We really appreciated it!

Showing 5 reviews of 13 Read all reviews

PlanSource FAQs

Below are some frequently asked questions for PlanSource.

PlanSource offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Not Available

Contact PlanSource for details.

We do not have any information about PlanSource features

PlanSource has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

PlanSource supports the following languages:

English

PlanSource supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

PlanSource integrates with the following applications:

BambooHR, Oracle Cloud HCM, Paycor, UKG Pro

PlanSource offers the following support options:

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

Related categories

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