Last summer, we introduced you to The Source, our cutting-edge engagement platform, which consolidates benefits enrollment and utilization into a single app. In April, we added The Source Personalize+, which further drives benefits engagement by sending relevant, data-driven notifications to employees about their health and happiness.
In this release, we are adding several new capabilities to The Source to make it more accessible and easy to use for both employees and administrators:
Now, when your employees log in to enroll in their benefits, they will see The Source homepage – enhancing their experience and driving benefits engagement.
Learn More about The Source
The Source drives your employees to understand and utilize their benefits year round, not just when they enroll. Schedule a demo to learn how the source can help you level up employee engagement!
PlanSource has APIs within the system that trade demographic, payroll, and enrollment data with partners and carriers.
On occasion, errors may occur with data transactions using these APIs, and identifying and resolving these errors can require valuable time that HR leaders don’t have. To increase transaction visibility and expedite resolution when troubleshooting API errors, we are introducing a suite of API Transaction Trackers.
These Transaction Trackers will allow you to measure success rates of API transactions, but also increase visibility into error volumes and reasons, and to create clear paths to resolution.
Our EOI integrations allow for an easy, paperless process for employees to submit documents to carriers and lower turnaround time for approvals. More importantly, errors are less likely, and easier to catch when they happen.
Current carriers with EOI integrations include Aflac, Guardian, Lincoln Financial Group, MetLife, New York Life, Prudential, Reliance Matrix, Sun Life, The Hartford, Unum, and Voya Financial.
We are introducing several enhancements that will make our EOI processes run more smoothly:
We will be continuing our efforts to sunset select pages of the Classic HR Experience. The following pages will be impacted:
- New Hire Processing
- Premium Billing
- Manage Administrators
All other pages are available via the new user experience toggle, and will still be available in the classic view when disabled. We will continue to sunset other classic pages throughout 2023, and are planning on moving all pages to the new experience by the beginning of 2024.
We heard your feedback, and we made several changes to improve user experience with Document Requests and Dependent IQ Tasks:
- Added link from the Dependent IQ task page to the Employee page
- When Life Event and DependentIQ tasks are related, the Life Event task page will show related details
- Usability improvements to the Dependent Demographic Changes report for DependentIQ customers
- Removed “Other Options” the My Documents page in the Employee Experience in order to ensure employees receive timely notifications