PlanSource Announces New Retroactive Payroll Module in the Spring 2024 Product Release
2024年5月21日 - 8:00PM
PlanSource, a leading provider of cloud-based benefits
administration technology, announced today the launch of its Spring
2024 Product Release. Available May 11 to all PlanSource customers
and partners, the Spring Release introduced a new Retroactive
Payroll Feature, updates to the mobile engagement platform The
Source, new carrier integrations and more.
At Eclipse, a recent partner and customer conference hosted by
PlanSource, Chief Product & Technology Officer of PlanSource,
Srini Venkatramani said, “In 2024, PlanSource will remain
hyper-focused on delivering on customer commitments, ensuring the
platform is scalable and ready for open enrollment, removing
industry friction and continuing to innovate the customer
experience. Our investment in the customer experience started in
the January 2024 release, where PlanSource unveiled a pioneering AI
assistant named Olive, designed to revolutionize communications for
HR teams. Olive, empowered by ChatGPT4, offers bespoke messaging
solutions within the PlanSource ecosystem, adeptly tuning the
formality, tone, length, and language of messages. Throughout 2024,
PlanSource will continue to enhance the client experience through
new Generative AI capabilities, interactive insights, analytics and
customizable communication for increased employee engagement.”
In the Spring 2024 Product Release, customers and partners will
see many features and enhancements that are a direct outcome of
their feedback.
New features and enhancements include:
- Retroactive
Payroll – eliminates the manual effort HR teams go through
each payroll cycle to identify, calculate, validate and apply
missed employee premium payroll deductions. This new feature will
have flexible configuration, a dynamic dashboard and EDI to payroll
vendors for a seamless and worry-free payroll process.
- Carrier
Integrations – in this release, PlanSource has launched
two new Carrier integrations to reduce industry friction for
customers.
- Enrollment
API: MetLife can now replace traditional batch EDI files
(processed weekly) with real-time enrollment API, increasing
efficiencies.
- Evidence of
Insurability (EOI) Decision Notification API: Aflac’s
customers can now enjoy seamless shopping, answering EOI questions
within the benefits shopping experience with an underwriting
decision on the fly, saving HR teams 15 to 30 minutes per
employee.
- Updates to
The Source – HR Administrators will have more control over
the content and look and feel with two new enhancements to
PlanSource’s employee engagement platform, The Source. HR
Administrators will have additional role-based access to make
configuration changes, including the ability to customize tile
images and text to better reflect your brand and culture.
- New
Marketplace Partners – Two new partners have joined
the PlanSource Partner Marketplace – these strategic partnerships
bring a diverse set of offerings to PlanSource customers.
- TaskHuman – Founded
in 2017, TaskHuman is the world’s first real-time digital coaching
platform, allowing users to amplify their daily work and personal
life with 1:1 personalized guidance from LIVE coaches. With
TaskHuman, instantly discover and connect with the world’s most
comprehensive global network covering over 1,000 aspects of
well-being, such as physical fitness, mental, spiritual, emotional,
financial, career & leadership coaching, and more.
- Trend Micro – Trend
Micro is a global cybersecurity leader trusted with protecting some
of the world’s largest companies to families large and small. Its
AI-powered consumer solutions for identity protection and device
security help people navigate their digital lives safely.
- Guided
Renewal Enhancement – Guided renewal allows brokers and HR
Admins to complete the annual renewal process with a short, guided
interview. In this release, customers will have complete control
over the payroll aspects of annual enrollment with a new payroll
schedule module. HR leaders will be able to view, edit, add, and
remove both Payroll Schedules and individual Payroll Schedule
dates.
“PlanSource’s commitment to acting on user feedback has helped
it build a loyal customer base,” said Stacey Harris, chief
research officer and managing partner for Sapient Insights
Group. "The enhancements focused on payroll connections
and streamlined data sharing will provide valuable data accuracy
and efficiency for busy HR and Benefit leaders. Two areas of
critical importance in this highly competitive market
category."
Employers and partners interested in exploring the new
capabilities in this release can review our release website for
more information.
About PlanSourcePlanSource is a technology
company that automates and simplifies every aspect of employee
benefit programs so employees and HR teams can make smarter, more
confident benefits decisions. More than 5 million consumers receive
their benefits through the PlanSource platform, which provides the
best experience possible for benefits communications, shopping,
enrollment, billing, compliance and ongoing administration. With an
end-to-end benefits platform and suite of technology-enabled
services, PlanSource helps people maximize the benefits of their
benefits, so they can live happier, healthier lives. Learn more at
plansource.com.
PlanSource is a registered trademark of PlanSource, Inc., and
PlanSource owns other registered and unregistered trademarks. Other
names used herein may be trademarks of their respective owners.
Media Contacts
Jeanne Achille
The Devon Group for PlanSource
732.706.0123 ext. 700
jeanne@devonpr.com
Cat Miller
Vice President of Marketing & Communications, PlanSource
918.894.1298
cat.miller@plansource.com