Customize the Employee Experience

Your company has a unique structure and your people have unique needs. That’s why, with PlanSource, HR teams can customize the shopping and enrollment experience for their employees with their own logo, color palette, home page content and messaging. You can browse our libraries of images, icons and videos, select which ones you want to use, and even upload your own! Watch this video to learn more:

PlanSource-Customize-User-Diagram

Logos and Colors

Your company logo will appear in the top left corner of the website. If you need to display a different logo to different groups of employees, we can handle that, too. You can also select your color palette.

Home Page Image Library

Browse our library of images for your employee home page, or upload your own. The images are organized by category: abstract, industries, life events, nature, new hire, open enrollment and other. You can always use the same image on the home page, or you can change the image based upon the employee’s status (new hire, life event, open enrollment, etc.).

Home Page Content Blocks

Are there documents, links or other announcements that you want your employees to see when they log in to PlanSource? No problem! You can feature content on your employee home page – we call each highlight a content block. A content block includes an icon, heading and description. We have a library of icons that you can use – they are available in five colors: blue, dark blue, green, orange and gray. The heading can be a link to an external website, app or document.

Browse our library of content blocks for your employee home page, customize them, or just create your own. You can use the same content blocks all the time, or you can change them up based upon the employee’s status (new hire, life event, open enrollment, etc.).

Videos

Browse our library of educational videos that explain commonly used industry terms in a fun, entertaining way. The videos help employees make informed choices and understand the importance of voluntary benefits such as short-term disability and accident insurance. The short, animated videos are seamlessly integrated into the shopping and enrollment experience, and are available in English and Spanish. The videos are organized into the following categories:

For any questions, please contact your PlanSource sales or implementation representative.