Explore the Platform

Customer Resources

Resources and training to get the most out of PlanSource
Product Support
Product & Account Support
Looking for Customer Support? Visit our Customer Support Contact page to find out the best way to get in touch with our team. From technical troubleshooting to contract questions, we’re here to help.
Product Updates & Releases
Product Releases
Bookmark our Releases Hub and browse the latest product updates and new features from our latest release, see the upcoming product release calendar, and access technical release notes and documentation.
Developer Portal
Get detailed documentation on PlanSource APIs and integrations, so you can connect to ours or build your own!
Training & Enablement
Training Courses
PlanSource Benefits customers can join basic and advanced instructor-led training webinars which are great whether you’re looking to upskill your ben admin knowledge or ramp new admins on the system. PlanSource HCM customers have access to a Learning Center with a comprehensive suite of courses. PlanSource Resellers have access to in-depth Initial Training courses as well as monthly continuing education.
PlanSource University
Access our in-product learning hub for tons of self-led training, including courses and certifications, how-to videos and training webinars.
Browse a full catalog of PlanSource courses to find just what you need. Courses include videos and articles on dozens of relevant topics.
How-To Library
Peruse our collection of short, self-paced lessons that cover individual topics or tasks you want to tackle right away.
Browse a full catalog of PlanSource courses to find just what you need. Courses include videos and articles on dozens of relevant topics.
In-Product Walkthroughs
Access on-demand administrator training and self-paced walkthroughs directly within the PlanSource platform with GuideMe, our interactive, in-product help tool.
Customer Community
Join today to share best practices, learn new product tips from other users and become an expert on the platform through certification courses. You can find the community on the PlanSource University homepage!
Ideas Portal
Tell us what you want to see next in the system! Submit, upvote and track product feedback and ideas that go directly to our Product Team.
HR Resources & Templates
Educational Videos Library
Access an entire library of free educational videos you can download and use in your pre-OE employee communications and the employee shopping experience to boost employee education, awareness and participation in their benefits options.
The Source Marketing Kit
Download The Source Marketing Kit for everything you need to build, launch and communicate The Source to your employees. Get access to configuration instructions, email examples, text messages, and campaign ideas. We’ve even included customizable postcard and poster templates to get you started!
Communication Templates
Maximize HR efficiency with our pre-built, pre-optimized communication templates for text, email and in-app messaging. Load templates right into the Communication tools in PlanSource, and start running automated, multi-channel employee campaigns today to free up tons of admin time.
Employee Branding
Customize your benefit shopping and enrollment experience in PlanSource with your company logo, branding, page content and messaging. Pick from our library of free images, icons and video templates or upload your own!
Check out our Resource Hub
Read up at our HR Discovery Center
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