PlanSource Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. 58 reviewers of PlanSource have provided feedback on this feature.

Based on 49 PlanSource reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Enables users to view and transact business with the same content in multiple languages and currencies. 30 reviewers of PlanSource have provided feedback on this feature.

Grant access to select data, features, objects, etc. based on the users, user role, and groups. 75 reviewers of PlanSource have provided feedback on this feature.

As reported in 76 PlanSource reviews. Is consistently available (uptime) and allows users to complete tasks reliably.

As reported in 41 PlanSource reviews. Is accessible from a mobile device and by users on the go.

As reported in 73 PlanSource reviews. Provides analytics tools that reveal important business metrics and track progress.

Creates dashboards to track information like open positions, current headcount, and recruiting pipeline. This feature was mentioned in 75 PlanSource reviews.

Track and manage employee benefits information and eligibility information within a centralized database. This feature was mentioned in 88 PlanSource reviews.

Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time. This feature was mentioned in 85 PlanSource reviews.

Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees. 76 reviewers of PlanSource have provided feedback on this feature.

As reported in 64 PlanSource reviews. Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements.

Based on 36 PlanSource reviews. Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options.

Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required. This feature was mentioned in 79 PlanSource reviews.

Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA). 61 reviewers of PlanSource have provided feedback on this feature.

Based on 45 PlanSource reviews. Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more.

Based on 88 PlanSource reviews. Track and manage employee benefits information and eligibility information within a centralized database.

Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time. This feature was mentioned in 85 PlanSource reviews.

Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees. This feature was mentioned in 76 PlanSource reviews.

Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements. 64 reviewers of PlanSource have provided feedback on this feature.

Based on 36 PlanSource reviews. Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options.

As reported in 79 PlanSource reviews. Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required.

Based on 61 PlanSource reviews. Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of benefits data to enable instantaneous and informed decisions to be made at a glance. This feature was mentioned in 85 PlanSource reviews.

Based on 45 PlanSource reviews. Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more.

As reported in 45 PlanSource reviews. The platform can integrate with HR and payroll software to manage employee data such as new hires, general profiles, salary changes, benefit deductions, and terminations into a single system of record.

Enables users to view and transact business with the same content in multiple languages and currencies.

Is accessible from a mobile device and by users on the go.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Converts images into a textual description, identifying key elements.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives