Training
Get the most out of your PlanSource solution

Request a Free Demo

Hans and Franz have nothing on PlanSource when it comes to getting you pumped up and prepared to take full advantage of everything your PlanSource solution has to offer. Our customers and partners can get training in many ways: recorded sessions, webinars and videos.

PlanSource University

PlanSource University offers a centralized location for all your learning needs to be set for success! Our courses are a mix of self-paced learning and on-demand webinars, making it easy for you to advance at your own pace, on your own schedule. Get started today by logging in to your benefits portal and selecting “PlanSource University” from the left-hand menu.

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Training Webinars

Get essential training from the comfort of your home, office or even a park bench. Pick the webinar you want, find the time the suits you, sign up and enjoy!

Basic Training on the PlanSource System
This training covers how to add, terminate, and enroll employees, along with an overview of all available features. Great for beginners or a refresher. See a list of training dates and sign up for the 1-hour webinar.

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Advanced Training on the PlanSource System
Like basic training on steroids, this includes information on reporting, premium billing, employee status changes, and life event/EOI processing. See a list of training dates and sign up for the 1-hour webinar.

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PlanSource Human Capital Management
Current HCM customers can visit our Learning Center for training courses, product tutorials and other helpful resources on how to get the most out of your payroll management and HR services in PlanSource.

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Welcome to the Community!

We are happy to introduce PlanSource Community, a collaborative and empowering learning environment that is driven and sustained by PlanSource users. PlanSource Community is seamlessly integrated with PlanSource University and provides users with a virtual place to share best practices, submit ideas and strengthen their knowledge of PlanSource products and services by learning from fellow PlanSource users and subject matter experts.

Renewal Automation /
Open Enrollment Training Videos

The PlanSource Renewal Wizard and Renewal Dashboard were developed as interactive tools to help automate your renewal / open enrollment. The Renewal Wizard simplifies and streamlines the process of gathering the items required for Open Enrollment, and the Renewal Dashboard was designed to monitor and track all of the major milestones in the renewal process.

Watch the Training Videos

 

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Demo Videos
Kick the tires, and let these videos take you on a virtual tour of selected products

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Educational Videos
These bite-sized videos break down complex benefits terms and concepts

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See How Our Cloud-Based Solutions Can Help

Benefits Administration, HCM and More!

 

  Benefits Administration        Insurance Exchanges        Human Capital Management