HR Experience Demo
Key Takeaways
⇨ PlanSource provides a centralized, user-friendly dashboard for efficient management of employee benefits and administrative tasks.
⇨ The platform offers real-time data insights and automated workflows to streamline the benefits enrollment process.
⇨ PlanSource includes tools for custom reminders, audit tracking, and step-by-step guidance to enhance HR efficiency and effectiveness.
PlanSource provides HR teams with a comprehensive technology platform to efficiently manage employee benefits programs. The platform offers a simplified, consolidated dashboard designed for key administrative functions, starting with the Manage Employees section. HR teams can access employee-specific benefit data, initiate tasks, and view a complete audit history. For example, Carrie Mendoza’s record shows demographic and employment data, outstanding tasks, benefits, and family details, and a detailed audit history.
The Task List centralizes all outstanding tasks, with notifications prompting completion. These tasks are tailored to company and plan rules, simplifying processes like document and life event verification. Managing tasks is straightforward, allowing HR to focus on strategic initiatives. Real-time data insights are crucial, so PlanSource provides dashboards for open enrollment and new hires, tracking progress and facilitating custom reminder messages.
The guided renewal experience, initiated from the dashboard, streamlines the open enrollment process, potentially saving HR teams 20-40% of their time. PlanSource also includes ACA and employment statistics, offering insights into workforce trends, such as eligibility changes and employee status updates. An interactive help tool, Guide Me, assists users with system functions, ensuring smooth operation.
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Overall, PlanSource enables HR teams to reduce time spent on benefit administration and focus more on strategic tasks, enhancing efficiency and effectiveness in managing employee benefits programs.
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