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.
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.
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.
Download our PlanSource Mobile App Marketing Kit for everything you need to get the word out to employees about the PlanSource app and how to use it! Add the demo video link into your next SMS text push or attach the flyer to upcoming OE emails. We’ve even included customizable message templates to get you started!
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.
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!