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Software Overview

PlanSource is a cloud-based benefits administration and human capital management solution suitable for businesses of any size in a variety of industries. It offers functionality for benefits shopping, enrollment, billing, compliance and administration.

PlanSource enables employees to shop for insurance and enroll in benefits on any device, such as laptops, tablets and smartphones. The solution is also able to manage payroll and keep a historical record of benefits partners and transactions.

PlanSource also offers a range of professional services including benefits outsourcing, contact center, custom employee communications, dependent verification, billing reconciliation and payment services and COBRA and FSA account administration.

PlanSource is a SSAE16 SOC 2 Type 2 audited technology platform and complies with ACA, HIPAA and COBRA rules.

PlanSource Functionality

  • Benefits Administration

  • HCM

  • Workforce Management

Business Meeting

Is PlanSource right for your business?

Talk to one of our independent HRIS Selection Consultants to determine if PlanSource is right for your organization.

Our Consultants will assess your needs and budget, as well as explain PlanSource capabilities, limitations and reporting features.

Our HRIS Selection Consultants can manage the entire RFP process, from needs assessment to contract negotiation.

  • Defining the requirements

  • Researching potential applications

  • Request for proposal (RFP)

  • Response evaluation

  • Product demonstrations

  • Re-evaluation

  • Reference checks

  • Second demonstration

  • Product selection

  • Contract negotiation

Hiring Consultants with PlanSource experience?

Talk to one of our specialist HRIS Recruiters to discuss your PlanSource requirements. HCM Consultants has extensive experience sourcing a broad range of Consultants for all types of HRIS projects, maintenance support and BI Reporting.

  • Functional Consultants

  • Technical Consultants

  • Implementation Consultants

  • Subject Matter Experts

  • Project Managers

  • BI / Reports Developers

  • Systems Administrators

  • Maintenance Support

Team Meeting

PlanSource Consulting Jobs

We're always on the lookout for Consultants with specialist PlanSource skills. Whether you're a highly experienced SME, or you're just starting out in the world of professional consulting, we would like to hear from you.

Our clients requirements can vary from project to project, offering consultants interesting and rewarding opportunities:

  • Full time and part time opportunities.

  • Long term and short term assignments. 

  • Onsite or remote work. 

Interested in writing a review?

Experienced with PlanSource and willing to write a review? Please take a few minutes to complete a short survey regarding your experience with PlanSource. Your feedback is important and can help clients when deciding to purchase PlanSource.

Consultants who complete the survey can also offer clients their services when implementing or supporting PlanSource.

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