Human Capital Management
For employers who want
one suite of tools, in one place

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Here’s How It Works

PlanSource offers a complete suite of human capital management (HCM) software solutions that fit the needs of any team — small or large, hourly or salaried. With payroll, talent and workforce management solutions offered through the PlanSource community, our human resources software allows you to find the best people and grow the best team.

Here’s Why HCM Is Good

Platform approach from best-of-breed partners

Flexible: what you need, when you need it

Save time with automated processes

Stay compliant with built-in workflows

Drive customer satisfaction 

Hear What our Customers Have to Say About PlanSource HCM!

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The Right Stuff for Benefits Administration



Personalize the videos, docs, tools and messages that display to employees based upon demographics, location, family status, employee type and more.

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We guide your employees through the process so that they can shop for benefits the same consumer-friendly way they shop for other products online.



Employees enroll online with a user- friendly, one-thought-per-screen workflow, while HR professionals oversee the process and approve changes.



Provide custom communications to specific employees or employee groups during open enrollment or based upon events throughout the year.

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The Right Stuff for Human Resources


Complete View

Manage all employees in one place regardless of their physical location with a single record for personal information, employment history, and compensation and benefits data.

Organizational Planning

Automate your company’s organizational chart and explore, evaluate and create easy to use alternative structures on the fly with advanced modeling tools.

Employee Access

Provide employees with a central place to instantly access all of the HR-related tools and information they need such as pay info, time off requests and tax forms.

Predictive Analytics

Identify employees who are high performers, those that are likely to become high performers and those that are likely to stay with your organization for the next year.

The Right Stuff for Payroll

Wage Calculations

With shift premiums, overtime, piecework and makeup pay, and garnishment calculations standard and built-in, there is no need for side calculations or expensive customization.

Complete Processing

Manage the complete cycle from setup to processing to payment in a single system that avoids manual calculations or difficult-to maintain customizations.

Auto Tax Management

Stay compliant with regulations including multi-state and reciprocity rules, taxation wage accumulation and withholding, and deliver federal, state and local taxes on time.

Smart Tax

Correctly assign taxes by automatically determining and recommending the
correct federal, state and local tax based on where an employee lives and works.

The Right Stuff for Talent Management


Applicant Tracking

Hire the best candidates faster with paperless applicant tracking, and onboard new employees with easy to-do lists and built-in tools that keep you compliant.


Tax Credits

Take advantage of government tax credits and make sure you get all of the money you’ve earned with tools that make the process paperless and painless.


Form I-9/E-Verify

Ensure compliance and avoid costly investigations/ fines with automated Form I-9/E-Verify for new hires, employees and administrative staff.

New Hire Onboarding

Onboarding new employees is quick and easy with to-do lists, custom workflows, manager task checklist, electronic forms and more.

The Right Stuff for Workforce Management


Allow employees who do not have traditional banking relationships to access funds through a prepaid card that does not require an invasive credit check.

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Time and Attendance

Accurately track time and manage employees to their schedules to increase workplace productivity and eliminate unnecessary overtime expenses.

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Performance Management

Automate employee management and evaluation processes so that individual employee goals are aligned with company-level objectives.

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Retirement Administration

Give your employees a more secure financial future with personalized retirement planning and savings tools that are directly integrated with your payroll.

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See what our customers are saying


“PlanSource was the only platform that could deliver the full package. It is a solid company with a stable platform that is scalable and has the depth and breadth to take us to the next level.”
Boyden Moore
President of Central Network Retail Group

See PlanSource in Action

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See the Latest Release

We update the product to make it stronger and more secure, introduce new features and improve existing ones.

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Watch The Newest Webinars

View our Internet-famous webinars that tackle the issues that are affecting the health care industry and keeping you up at night.

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Read Our Latest Press

Sure, we’re tooting our own horn, but there’s some good info in here about what we do and how we help folks get valuable benefits.

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