PlanSource

How does PlanSource integrate with BambooHR?

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

Managing employee data and benefits can be frustrating and time-consuming. HR teams do not 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 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 on, PlanSource will automatically sync employee data four times daily in four-hour increments starting at 4 AM EST. BambooHR acts as the system of record for all employee demographic data, and PlanSource as the system of record for employees' benefits and their dependent benefits.

PlanSource allows a custom mapping of what data should sync for your employees from BambooHR. A default mapping already sets up 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.

You can find additional information in BambooHR Marketplace. To learn more about syncing fields, please click here.

How do I select which employees to sync to PlanSource?

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

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

Can my employees access PlanSource from BambooHR?

With the integration enabled, your PlanSource implementation analyst will help you configure Single Sign-On (SSO) so your employees* can go 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 log in 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 PlanSource supports this integration.

Click here to find more contact information.


What's next?

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

Do you need help updating data for multiple employees at once?

Have your employees started adding their dependent information?

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