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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