PlanSource

Overview

Managing employee data and benefits can be frustrating and time-consuming. HR teams don’t have time to juggle multiple systems to keep employee information up to date. That’s why PlanSource and BambooHR have partnered together to introduce a seamless employee management and benefits administration system to cover all your HR needs. At PlanSource, our mission is to provide better technology for a better benefits and HR experience. Our benefits administration software provides cloud-based benefits shopping, enrollment, billing, compliance, and administration.

Friendly Mobile Experience

Not everyone has access to a laptop or desktop computer. And not everyone can enroll in benefits while at work. The PlanSource system uses responsive design, which means that employees can enroll in benefits on any device, whether it is on a laptop, tablet or phone. Our new employee experience applies concepts that consumers are already familiar with such as a shopping cart and checkout process.

Plan Recommendations and Decision Support

Throughout the shopping experience, employees are given guidance and recommendations for all types of benefits. While many companies focus mostly on recommendations for medical, PlanSource provides recommendations for voluntary benefits that take into account the employee’s complete benefits package. For example, when employees enroll in a high-deductible health plan, we can recommend that they consider a voluntary product such as Accident coverage.

Customizable Reports

Create, customize, preview, save and schedule reports and graphs. PlanSource offers a full suite of configurable reports – from employee and dependent census reports to enrollment roster and change reports – that help HR professionals oversee their benefit programs.

The PlanSource Advantage Program

PlanSource has partnerships with leading national insurance carriers who provide financial credits when you offer their products to your employees and those employees participate. This is a good thing for you because it’s becoming increasingly costly and complex to manage employee benefit programs and by paying you when employees enroll, we’re putting money back in your pocket.

Integration

How it works.

You will continue to manage all employee data and information in BambooHR. You can rest assured knowing that when you update information in BambooHR such as employment status, salary, marital status and more all the information will be automatically reflected in PlanSource.

What data syncs?

BambooHR Field
Sync Direction
PlanSource Field
Field Logic or Notes
First Name
First Name
Last Name
Last Name
Middle Name
Middle Name
Address 1
Address 1
Address 2
Address 2
City
City
State
State/Province
Zipcode
Zip/Postal Code
Country
Country
Home Phone
Home Phone
Work Phone
Office
Mobile Phone
Cell
Gender
Gender
Hire Date
Hire Date
Date of Birth
Birthdate
SSN
SSN
Termination Date
Termination Date
This field is not configurable. The system automatically uses the termination date sent by BambooHR.
Department
Union
By default, PlanSource stores the Employee's department in the Union field. The values in BambooHR must match the values in PlanSource in order for the integration to properly sync.
Employment Status
Employment Level
By default, PlanSource stores the Employee's employment history at BambooHR in the Employment Level field. The values in BambooHR must match the values in PlanSource in order for the integration to properly sync.
Pay Type
Pay Type
This is the field used by the PlanSource system to set salary/pay rate. PlanSource ONLY accepts "Hourly" or "Salary" from BambooHR. This is set at BambooHR when an Employee's compensation is set.
Pay Rate Effective Date
Current Salary Effective On
Pay Rate
Current Salary
PlanSource will store the BambooHR Pay Rate field in the PlanSource Pay Rate field. A calculation will then be made based on the BambooHR Pay Type and Pay Rate, to determine yearly salary or pay rate in PlanSource.
Marital Status
Marital Status
Division
Division
The values in BambooHR must match the values in PlanSource in order for the integration to properly sync.
Location
Location
The values in BambooHR must match the values in PlanSource in order for the integration to properly sync.
Employee Number
Employee Number
Job Title
Business Title
ID
API-SSO Lookup Code
This field is not configurable. This is the unique identifier given to every employee created in BambooHR. This id is the primary key used to sync an employee between BambooHR and PlanSource.
Work Email
E-mail
Home Email
Alternate E-mail
Standard Hours Per Week
Hours Per Week
Employee's hours per week. Used to calculate pay rate.

Publisher

PlanSource

Updated: 03/09/2017

Phone Support:

877-549-8549

Email Support:

[email protected]

Support Hours:

6:00AM - 6:00PM MT

Monday - Friday