PlanSource

Overview

PlanSource goes beyond your core benefits administration solution. We create wildly successful customers by investing in innovation and solving fundamental benefit needs differently from other providers. With PlanSource, you get employee engagement, communications management, decision support and a partner that grows with you supporting your needs as you focus on recruitment and retention of top talent.

AN ENGAGEMENT SOLUTION FOR EMPLOYERS AND HR LEADERS

Benefits are the second largest spend next to salary, but employees don’t know where to find, use and maximize them. At a time when attracting and retaining talent is paramount, you need a benefits engagement partner to scale your retention and recruitment strategies. With PlanSource, your employees will stay informed, access and utilize their benefits, and be more engaged in their benefits.

A CORE BENEFIT PLATFORM + ENGAGEMENT AND UTILIZATION FEATURES

Core platforms deliver cost savings and reduce administrative time. PlanSource elevates your benefits administration by increasing employee engagement, benefits education and utilization to drive healthier outcomes and better business results through The Source, DecisionIQ, DependentIQ, InsightsIQ, carrier integrations (Boost) and our Marketplace which gives you access to a vast benefits ecosystem to satisfy the needs for every generation in your workforce.

STRONG PARTNERSHIPS AT EVERY STEP

PlanSource partners with stakeholders across the employee benefits lifecycle to bring you maximum efficiency and peace of mind. We have longstanding relationships with the leading insurance carriers to create the customer experience of the future. Real-time API integrations reduce setup time for HR teams and provide a consumer-friendly shopping experience.

CUSTOMIZEABLE 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.

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