Atlas Release

June 14, 2018

Download Slides Watch the Video

Welcome to the Atlas Release

Atlas is a family of powerful rockets used in the U.S. space program, and in the world cosmology, Atlas is an inner moon of Saturn, orbiting around the outer edge of its rings. Both are named after the Titan of Greek Mythology, who held up the sky on his shoulders. We’ve adopted the Atlas moniker for our summer release as well, but it is no myth that its features and enhancements will fully support your benefits strategy.

Employee Experience Enhancements

Parking and Transit Contributions

The PlanSource system now displays Transit and Parking Contributions as a monthly benefit. This allows employees to see how much their employer contributes and how much they elect to pay themselves each month.

Updated Stacked Coverages*

Stacked Coverages have been updated in the employee experience to display and function optimally for employees and administrators on the Benefits Dashboard, Confirmation and Shopping Cart pages.

*Contact your PlanSource Account Manager or Services Team for information about supported Stacked Coverage options

Coverage API for Survey Responses

A new class was added to the Coverage Application Programming Interface (API) that enables authorized users to access the employee survey responses without requiring an EDI file.
This can be especially useful for carriers, who need information from a Tobacco Surcharge survey, for example, to complete underwriting.

ACA News

Rule of Parity Automation*

We’ve added a new Rule of Parity automation that will trigger the creation of a Work Status Event to identify employees that may be subject to the Rule of Parity. When enabled, this will allow you to:

  • Receive notifications when a rehire is classified as a continuing employee and is full-time due to a stability period
  • Offer coverage to rehired employees when applicable
*Coming in July 2018

Form Production Enhancement

We’ve added an option that gives HR Teams control to manage the pdf file size for ACA forms. This provides a more manageable file size and reduces download times

New Page Content Manager

Beta available for CoSourced partners and resellers

We are rolling out a page content editor that will allow for resellers and our CoSourced Broker partners to edit page content in our new employee experience using the Content Management System Support. The new tool will allow editors to easily toggle from editing to preview mode, update text, quickly add content blocks using drag-and-drop placement and much more! The tool is in Beta this summer.


PlanSource Logo


The Freedom Plan

MetLife Freedom Plan

PlanSource has teamed up with MetLife to launch the Freedom Plan, an exclusive program that offers unparalleled savings for companies that use PlanSource benefits software and offer MetLife insurance products to their employees. To participate in the program, companies must fulfill certain requirements, including offering their employees a selection of MetLife voluntary and company-provided insurance plans and other services. Once the requirements are met, participating companies will pay no ongoing subscription fees to use PlanSource technology for benefits shopping, enrollment and administration.

Learn More

Aflac Ease Solutions

Aflac Ease is a program that combines PlanSource’s best-in-class software and services with Aflac’s legendary insurance products. For qualifying customers who use Aflac products, PlanSource takes care of billing reconciliation, simplifies payments and provides contact center support to help employees when they’ve had a life event or other issues that might arise once they have enrolled in a policy. And the best part is that Aflac provides monetary credits, making the PlanSource platform even more affordable.

Self-bill Generation

Aflac invoice will be auto-generated monthly within PlanSource

Employee Contact Center

Employees can direct any questions or changes to their Aflac benefits to PlanSource

 Payment Simplification

Employers pay PlanSource and we pay Aflac on their behalf

Financial Credits

Aflac also provides monetary credits, making PlanSource even more affordable

New PSA partners

Mutual of Omaha and Voya are now PlanSource Advantage Partners. The PlanSource Advantage (PSA) program is an exclusive, strategic program between select carriers and PlanSource that provides significant value to the broker and employer by offering an affordable online benefits engagement platform. Credits are based on the number of product lines subscribed to from the carrier and the number of enrolled employees from each employer group in each of the products.

Learn More About PSA

New Consumer Call Center System

We have implemented a new customer and consumer contact center that will allow us to deliver a seamless, industry-leading, customer experience across all customer-facing virtual engagement channels. The new system, NICE InContact, enables PlanSource to be significantly more flexible to scale as demand requires, and makes it easier for us to provide the best benefits and HCM experience to employees and HR teams.

NICE inContact was rated by Magic Quadrant as #1 in cloud customer experience, #1 in vision and #1 in their ability to execute.


Skills-based omni-channel routing engine ensures that customer requests are routed to qualified agents

Robust reporting and analytics with the ability for clients to automate reports without manual intervention

Fully integrated with Salesforce CRM, which we use at PlanSource for customer and case management

Developer Portal

We’ve launched a Developer Portal containing technical documentation regarding PlanSource APIs and integrations. Our goal is to make this portal the go-to tech spot for building new integrations and connecting to existing ones.

Documentation is a critical component to integrations, so we are putting it all out there for third parties to easily review what our APIs are capable of and connect to us in a snap!

To explore the resources available to you on the Developer Portal, just go to:

PlanSource HCM Updates

PlanSource partners with best-in-class tech companies to provide you with a complete solution for core HR, payroll, talent and workforce management. Below are a few of the recent updates our partners have made to make your HR and benefits processes run smoother.

COGNOS Integration

In May 2018, IBM’s Cognos Business Intelligence tool was updated to Cognos Analytics. Along with the ability to write simple reports, schedule reports and view in PDF/Excel/HTML, HCM customers now have:

Improved, efficient and more intuitive report authoring experience

Easier management and maintenance of their own reports

Enhanced visualizations and modern dashboards

Other Updates to PlanSource HCM include:

New Quick Tours

HCM Community Broadcast

Automated File Transfers
Additional fee applies

Multiple Pay Statement Download

Not familiar with PlanSource HCM?

Check it out!

NYDFS - 23 NYCRR 500

PlanSource is now compliant with New York State Department of Financial Services (NYDFS) – 23 NYCRR 500 – Cybersecurity Requirements for Financial Services Companies. Get more information about the requirements here.