What is PlanSource?

Managing employee data and benefits can be frustrating and time consuming. HR teams don’t have time to juggle multiple systems to keep employee information up to date. That’s why PlanSource and BambooHR have partnered together to introduce a seamless employee management and benefits administration system to cover all your HR needs. At PlanSource, our mission is to provide better technology for a better benefits and HR experience. Our benefits administration software provides cloud-based benefits shopping, enrollment, billing, compliance and administration.

Features

Friendly Mobile Experience

Not everyone has access to a laptop or desktop computer. And not everyone can enroll in benefits while at work. The PlanSource system uses responsive design, which means that employees can enroll in benefits on any device, whether it is on a laptop, tablet or phone. Our new employee experience applies concepts that consumers are already familiar with such as a shopping cart and checkout process.

Plan Recommendations and Decision Support

Throughout the shopping experience, employees are given guidance and recommendations for all types of benefits. While many companies focus mostly on recommendations for medical, PlanSource provides recommendations for voluntary benefits that take into account the employee’s complete benefit package. For example, when employees enroll in a high-deductible health plan, we can recommend that they consider a voluntary product such as Accident coverage.

Customizable Reports

Create, customize, preview, save and schedule reports and graphs. PlanSource offers a full suite of configurable reports - from employee and dependent census reports to enrollment roster and change reports - that help HR professionals oversee their benefit programs.

The PlanSource Advantage Program

PlanSource has partnerships with leading national insurance carriers who provide financial credits when you offer their products to your employees and those employees participate. This is a good thing for you because it’s becoming increasingly costly and complex to manage employee benefit programs and by paying you when employees enroll, we’re putting money back in your pocket.

Demo Video

 

 

Medical Plan Types

 

Integration Type
One-way via API
Direction of Data Flow

BambooHR to Partner App

Sync Trigger
It's scheduled to sync at a regular time interval
Sync Frequency

4x daily

How it Works

You will continue to manage all employee data and information in BambooHR. You can rest assured knowing that when you update information in BambooHR such as employment status, salary, marital status and more all the information will be automatically reflected in PlanSource.

What Data Syncs?

BambooHR Field Sync Direction PlanSource Field Field Logic or Notes
First Name from bamboo HR to partner First Name
Last Name from bamboo HR to partner Last Name
Middle Name from bamboo HR to partner Middle Name
Address 1 from bamboo HR to partner Address 1
Address 2 from bamboo HR to partner Address 2
City from bamboo HR to partner City
State from bamboo HR to partner State/Province
Zipcode from bamboo HR to partner Zip/Postal Code
Country from bamboo HR to partner Country
Home Phone from bamboo HR to partner Home Phone
Work Phone from bamboo HR to partner Office
Mobile Phone from bamboo HR to partner Cell
Gender from bamboo HR to partner Gender
Hire Date from bamboo HR to partner Hire Date
Date of Birth from bamboo HR to partner Birthdate
SSN from bamboo HR to partner SSN
Termination Date from bamboo HR to partner Termination Date This field is not configurable. The system automatically uses the termination date sent by BambooHR.
Department from bamboo HR to partner Union  By default, PlanSource stores the Employee's department in the Union field. The values in BambooHR must match the values in PlanSource in order for the integration to properly sync.
Employment Status from bamboo HR to partner Employment Level  By default, PlanSource stores the Employee's employment history at BambooHR in the Employment Level field. The values in BambooHR must match the values in PlanSource in order for the integration to properly sync.
Pay Type from bamboo HR to partner Pay Type  This is the field used by the PlanSource system to set salary/pay rate. PlanSource ONLY accepts "Hourly" or "Salary" from BambooHR. This is set at BambooHR when an Employee's compensation is set.
Pay Rate Effective Date from bamboo HR to partner Current Salary Effective On
Pay Rate from bamboo HR to partner Current Salary PlanSource will store the BambooHR Pay Rate field in the PlanSource Pay Rate field. A calculation will then be made based on the BambooHR Pay Type and Pay Rate, to determine yearly salary or pay rate in PlanSource.
Marital Status from bamboo HR to partner Marital Status
Division from bamboo HR to partner Division The values in BambooHR must match the values in PlanSource in order for the integration to properly sync.
Location from bamboo HR to partner Location The values in BambooHR must match the values in PlanSource in order for the integration to properly sync.
Employee Number from bamboo HR to partner Employee Number
Job Title from bamboo HR to partner Business Title
ID from bamboo HR to partner API-SSO Lookup Code This field is not configurable. This is the unique identifier given to every employee created in BambooHR. This id is the primary key used to sync an employee between BambooHR and PlanSource.
Work Email from bamboo HR to partner E-mail
Home Email from bamboo HR to partner Alternate E-mail
Standard Hours Per Week from bamboo HR to partner Hours Per Week Employee's hours per week. Used to calculate pay rate.

SUBMIT FEEDBACK
Are you a user of this integration? If so, we'd love to get your feedback! Tell us what you like or what you think could be improved.
SUBMIT FEEDBACK

Integration Supported By:

PlanSource

Support Contact Options

Phone Support:  877-549-8549
Email Support:  service@plansource.com

Support Hours

6:00AM - 6:00PM MT
Monday - Friday

BambooHR’s Help Article:

https://help.bamboohr.com/hc/en-us/articles/115007068447

PlanSource‘s Help Article:

https://marketplace.bamboohr.com/wp-content/uploads/2018/02/Plansource-BambooHR-Integration-Companion-Guide-v5.pdf