PlanSource

How does PlanSource Integrate with BambooHR?

Purpose: To help you understand what PlanSource is used for and how you can integrate it with BambooHR.

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.

You can learn more about PlanSource in BambooHR's Marketplace.

How do I Enable the PlanSource Integration?

Contact bamboohr@plansource.com for more information on how PlanSource can simplify your benefits management.

What Data Syncs Between BambooHR and PlanSource?

Once the integration is turned on, PlanSource automatically syncs employee data 4 times daily in 4-hour increments starting at 4 am EST. BambooHR will act as the system of record for all employee demographic data with PlanSource being the system of record for an employee's benefits and their depending benefits.

PlanSource allows a custom mapping of what data should be synced for your employees from BambooHR. A default mapping is already setup during the integration, however, additional information outside of the normal mapping is possible. Please contact your PlanSource representative directly if you have questions about custom mapping.

Additional information can be found in BambooHR's Marketplace. Please click here to learn more about syncing fields.

How do I Select which Employees to Sync to PlanSource?

When viewing an employee's profile in BambooHR, navigate to the Benefits tab and you will see an option to "Sync Employee to PlanSource."

By default, every employee should be set to sync automatically. To disable the sync for an employee, simply uncheck the box on the employee's Benefits tab.

Can my Employees Access PlanSource from BambooHR?

Once the integration has been enabled, your PlanSource Implementation analyst will help you configure Single Sign-On (SSO) so your employees* can navigate directly to PlanSource from BambooHR Home.

If you have further questions about Single Sign-On, please contact your PlanSource representative.

*Please note that SSO is only available for employees at this time. Administrators will need to login directly to PlanSource.

Where do I go for Support for this Integration?

If you are an existing customer using this integration, please be aware that this integration is supported by PlanSource.

Contact information can be found here.


What's Next?

Do you need help making changes to table data on the employee profile?

Do you need help updating data or multiple employees at one time?

Have your employees started adding their dependent information?

Do you want to find out more about our current integrations?