Human Capital Management
One suite of tools to bring balance to your HR needs

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Here’s How It Works

Human Capital Management is the art of balancing employer wants, employee needs and government demands. PlanSource HCM software brings you this balance through a portfolio of
best-in-class software tools that help you get the most out of your team and stay current with regulatory changes. 

The PlanSource HCM solution fits the needs of any team — small or large, hourly or salaried. With best-in-class payroll, talent and workforce management solutions offered through the PlanSource community, our HCM software allows you to find the best people and grow the best team. 

plansource benefits administration with hcm built-in

A Complete HCM Solution

Robust HR and Payroll

Integrated with Benefits

High-Touch Service Model


Hear What Our Customers Have to Say About PlanSource HCM!

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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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Human Resources


Complete View

Manage employees in one place regardless of their 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 performance reviews.

Predictive Analytics

Identify employees who have consistently been high performers, those that are likely to become high performers and those that are likely to stay with your organization.

Payroll Features

Complex Wage Calculations

With shift premium, 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 with advanced payroll processing tools such as retro pay, pending pay, custom imports, general ledger and allocations.

Managed Services

Save time and stay compliant with local, state and federal regulations by outsourcing your garnishment administration, new hire reporting and tax filing.

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.

Talent and Performance Management

Applicant Tracking

Our personalized career portal allows you to screen and manage applicants, automate job postings and stay compliant. It can be customized to match your brand, and makes it easy for applicants to search for and share relevant job listings and upload resume data.

New Hire Onboarding

Automate job offers and employee onboarding by using software that eliminates redundancy and paperwork. New hires enter core demographics once and all forms are auto-populated. Required data can be collected, reviewed and approved directly in an intuitive user experience.

Performance Management

Save time, increase productivity and eliminate hassle when administering employee performance reviews with a user-friendly, centralized online solution for employee development. 

Workforce Management


With pre-built reports, configurable layouts and ad-hoc dashboards included, business decisions will be correctly informed with the right data at the right time.

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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 Labor

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

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Retirement Administration

Save admin costs by joining our Multiple Employer Plan and we’ll take care of the annual audit and 5500 filing, compliance testing, reporting and employee statements.

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See what our customers are saying


“PlanSource was the only software 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

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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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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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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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