Integrated benefits platform in SAP SuccessFactors with real-time data exchange
PlanSource is a complete Benefits Management platform available to SAP SuccessFactors clients. Leveraging PlanSource's leading benefits technology and SAP's comprehensive employee portal allows for a comprehensive and intuitive end-to-end employee and HR experience.
Overview
Streamlined Employee Experience
No more multiple usernames and passwords to remember. New hires and employees can access open enrollment and life events by going to their SAP SuccessFactors website and processing their benefit elections via a designated benefits tile.
Optimized Cost Savings Benefit Management
Optimize your benefits program ROI with tools that identify cost savings and eliminate manual processes, such as with DependentIQ, which verifies nearly 95% of all required documents. This reduces the workload for HR and provides an easy-to-use experience for employees to upload documents.
Strong Carrier Partnerships
By partnering with 16 of the major insurance carriers and creating API integrations this allows HR teams to have an easy setup, testing, and deployment experience. Integrations such as plan configuration, evidence of insurability, member portal and more it provides a seamless experience.
Secure Platform and Efficient Data Exchange
With PlanSource you can rest assured you are using a proven, SSAE18 SOC 2 Type 2 audited, GDPR-compliant technology platform built around ISO 27001 standards so you can trust that your data is secure and protected.
Modern Mobile Friendly Experience
Not everyone has access to a laptop or desktop computer. And with the majority of workers still working remotely, employees need to be able to enroll in and manage their benefits wherever they are. That’s why we created a mobile-responsive shopping experience that works beautifully on any device.
Details
Solution type
Extensions and Add-ons
Industry
High Tech, Wholesale Distribution, Retail, Healthcare, Cross-Industry
Compatibility
Works with
This product is compatible with or enhances the functionality of these SAP solutions but doesn't require them.
- SAP SuccessFactors Employee Central Payroll
- SAP SuccessFactors Employee Central
Features
Streamlined Employee SSO Included
Your employees don’t have to worry about having multiple logins and multiple platforms to navigate. Employees can capitalize on the single sign-on from SAP SuccessFactors to easily access their embedded enrollment portal.
Full Benefits Platform
A complete benefits engagement platform that is mobile optimized to work on any device. An easy to use HR experience and employee experience ensures all team members can administer and enroll in benefits efficiently.
Secure, Real-Time Data Exchange
Utilizes real-time employee demographic data exchange via an established API with SAP SuccessFactors Employee Central. Should you choose to leverage SAP SuccessFactors Employee Central Payroll, there is an established API for benefit deduction data exchange as well.
Prescriptive Decision Support
Empower smarter, more confident benefits decisions with advanced decision support tools. By leveraging advanced AI and machine learning on the backend, we’re able to surface “People Like Me” suggestions on any benefit product for quick insights.
Reduce benefit costs with AI-driven eligibility verification
Powered by AI and ML technology, this solution manages the dependent verification process from end-to-end. It recognizes required documents such as birth and marriage certificates and instantly detects and validates key data elements to enable real-time verification.
Plans and pricing
All plans include:
- Fully Embedded User Experience within SAP SuccessFactors Employee Central
- Real-time Employee Data Sync from SAP SuccessFactors Employee Central
- Seamless Employee SSO from SAP SuccessFactors Employee Central
- Benefits Administration Platform for HR Teams and Employees
- DecisionIQ, DependentIQ and InsightsIQ
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Technical Information
Technical details
| Solution type | Extensions and Add-ons |
| Category | Core HR and Payroll |
| Industry | High Tech, Wholesale Distribution, Retail, Healthcare, Cross-Industry |
| Works with |
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Deployment and operations
The following information is provided by the publisher and applies to the latest app version available on the SAP Store. SAP does not control these policies and procedures; the publisher is solely responsible for the accuracy of the provided information.
| Deployment |
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| Globalization |
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Security and compliance
The following information is provided by the publisher and applies to the latest app version available on the SAP Store. SAP does not control these policies and procedures; the publisher is solely responsible for the accuracy of the provided information.
| Security |
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| Privacy policy |
SAP's privacy policy is not applicable to the use of this app. Please refer to the privacy policy provided by this app's partner. |
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Resources
Insurance and Marketplace Partners
Platform Overview
Decision Support
Publisher
PlanSource Benefits Administration, Inc
PlanSource automates and streamlines every aspect of employee benefits programs, so HR teams can spend less time on admin tasks and more time where it really matters. Our powerful platform configurability, strong industry partnerships, and relentless commitment to creating successful customers.
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