PlanSource Partners with

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A Partnership That Works

Personalized Dashboard
Progress at your fingertips, your dashboard can be personalized to display calendar alerts, scheduled milestones and updates.

Employee Documents
Goals, action steps, progress notes and customizable employee action forms can be easily created and stored online.

Multi-appraiser allows up to 20 appraisers to evaluate the same employee and each employee completes a self appraisal.

Goal Library
Expansive library with over 500 categorized goals makes it easy to add professional development goals to an employee’s review.

Robust Evaluation Process
Cascading goals can be strategically assigned to employees throughout the organization to keep teams aligned and engaged.

Constructive Feedback
Comment coaching offers pre-written constructive feedback within the review so that all managers can provide notes.

With Benefits That Matter

100% paperless with e-signatures

Simple and intuitive to provide feedback

Online completion anytime, anywhere

Automated email notifications

Results are timely, relevant and efficient



Performance Pro is an easy-to-use performance management software that is secure, effective and flexible. With a personalized dashboard to display the progress of each staff member, milestones, and status updates to allow you to effectively manage your team’s progress. With over 350 built-in, pre-loaded, customizable position profiles Performance Pro will make your HR process easier.

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As a part of the PlanSource Human Capital Management (HCM) offering, Performance Pro gives employers an intuitive, simple way to manage employees performance, milestones and progress with easy to use dashboards. Completely customizable and flexible for employer size, PlanSource allows you to manage the entire employee lifecycle with just one powerful and secure platform.

PlanSource is a technology company driven to create a better benefits and HR experience for employers and their employees. We offer flexible and intuitive software for benefits administration, insurance exchanges and human capital management. Our complete cloud-based technology helps employers with benefits shopping, enrollment, billing, compliance and administration.

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PlanSource is a Cloud-Based Benefits Administration and Human Capital Management Solution Built For Brokers and Employers

Benefits Administration      Insurance Exchanges      Human Capital Management

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