Explore the Platform
Ben Admin Basic
Get a deep-dive training on the basics of navigating your PlanSource Benefits Administration platform. In this webinar, we’ll tour the administrator dashboard and an employee’s profile in the system. We’ll also discuss the actions you can take on an employee’s profile, such as editing their information, changing their password or auditing the changes made to their record. You’ll learn about Tickets, a method of notification within the system, as well as the Report Center, which you can use to pull helpful information about your employees and organization. Finally, discover additional tools and resources that’ll help you take your learning to the next level, like GuideMe and PlanSource University.
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PlanSource Wins Globee® Silver Disruptor Award

PlanSource Wins Globee® Silver Disruptor Award

Award recognizes PlanSource’s AI virtual assistant and innovation in transforming the benefits experienceOrlando, Fla. – June 26, 2025 – PlanSource, a leading provider of cloud-based benefits administration technology and services, today announced it has been named a...