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PlanSource OE Instructions for Employees
It’s pretty easy for employees to get around in the PlanSource system. But just in case your employees need it, we’ve created a short guide that provides instructions on how to navigate the PlanSource system, with editable login instructions and an overview of the shopping and enrollment process.
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The Source Tool-Kit for Customers

The Source Tool-Kit for Customers

Resource Download: The Source Toolkit for Customers The Source Toolkit for Customers Everything you need to build, launch and communicate The Source to your employees. The tool-kit gives you access to configuration instructions, example emails, text messages and...

Guided Product Demo

Guided Product Demo

Interactive Product DemoThe PlanSource product tour is a helpful tool for those who are new to the software. The tour provides an overview of the PlanSource interface and its key features. Gain access by filling out the form below!You Might Also Like