Welcome to the Halo Release
Reduce Costs with AI
Reduce Costs with AI Enhancements
DEPENDENTIQ: AI-powered eligibility verification
Now Available for Early Adopters
Ineligible dependents cost businesses millions of dollars in annual health plan expenses. Rather than implementing cost-cutting measures like reducing benefits or increasing co-pays (which employees are not fans of), employers can use the new DependentIQ in PlanSource to instantly verify employee documents and identify individuals who aren’t eligible to participate in your benefit plans.
Full Initial Audit + Ongoing Dependent Verification
Powered by AI and Machine Learning technology, DependentIQ automates and manages end-to-end dependent verification processes, so your team doesn’t have to. DependentIQ instantly recognizes and detects key data elements in valid employee documents like birth and marriage certificates, enabling real-time eligibility verification … both in a full initial audit and ongoing – so you’re protected with every life-event change and at open enrollment.
NEW GUIDED TESTING FEATURE
HR spends a large portion of annual renewal effort on testing which causes significant headaches and wasted time. Our new Guided Testing enhancement allows users to create new test employees, copy coverages and test employees directly. Once testing is complete, users can mark the employees as tested. The Guided Testing feature is designed to be a one-stop testing solution to save HR leaders time and effort.
HR leaders can upgrade to a custom login experience for their employees to showcase branding, logo, colors and a unique URL that is custom to your company.
Our Early Adopter program for this feature is currently full, but stay tuned for updates on general availability this September!
PlanSource can now sync HSA employer lump sum contributions from the benefits administration platform to UKG Pro.
Employers will see all valid payroll records in UKG Pro right away instead of having to fix issues. This will keep systems in sync and allow for greater flexibility when fixing errors.
As UKG Pro continues to add new events to their platform, PlanSource will continue to subscribe to them. These events ensure the platforms remain in sync in real time.