Overworked HR Teams
HR teams are often understaffed, and the tech needs of the HR department are often prioritized after other business needs.
Focused on Compliance
HR teams are increasingly focused on compliance – from government regulations like ACA and COBRA to internal policies and procedures.
Burdened by Admin Work
HR is burdened by administrative processes and complex eligibility rules that are unique to their workforce and benefits program.
Challenged by Technology
Employees expect an engaging, mobile-friendly experience for benefits that’s similar to how they shop for anything else.
ACA Measurement and Reporting
PlanSource automates the measurement of employee hours and the creation and distribution of 1094-C and 1095-C forms.
Eligibility Management
Configure your employee groups and benefits, including business rules for waiting periods, coverage options, age restrictions and EOI.
COBRA
Manage the end-to-end experience from qualification and enrollment to administration and termination.
Open Enrollment
Oversee the OE process for your employees for the new plan year, while continuing to manage changes in the current benefit year.
Cost Calculations
Calculate employee and employer contributions to premiums, and automatically transmit deductions to your payroll system.
Employee Communications
Provide custom communications to specific employees or employee groups during open enrollment or throughout the year.
Bill Creation and Reconciliation
Generate consolidated self-bills and reconcile carrier-provided bills based upon carrier-specific rules for billing and mid-month changes.
Configurable Reporting
Leverage a suite of built-in, best practice reports or create custom reports that can be generated automatically to meet your needs.
Customized Branding
More than just colors and logo, the full user interface can be customized to include imagery, navigation style, messaging and content.
