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Employment Workflows

Benefits Administration API

  • What is the Benefits Administration API?
  • Terminology
  • Table of API Accessible Data Fields
    • Demographic Fields
    • Coverage Fields
    • Payroll Fields
    • EOI Fields
    • Administrators Fields
  • Production & Partner-Dev Sites
  • Postman for API Environment
  • Obtaining an Access Token
  • Meta Endpoints
  • Demographic Use Cases
  • List Validated Fields
  • EOI Processing
  • Employment Workflows
    • New Hire Workflow
    • Termination Workflow
    • Rehire Workflow
  • Frequently Asked Errors

Single Sign-On

  • SAML 2.0 Single Sign-On (SSO)
    • SAML 2.0 SSO Implementation
    • Configuring SAML SSO at the Client Level
    • Configuring Employee SSO in PlanSource
    • Configuring Admin SAML SSO in PlanSource
    • PlanSource/Okta SAML SSO
    • PlanSource/Azure™ SAML SSO
  • OpenID Single Sign On

How To's

  • Data Field Security
  • Payroll Schedules
  • SOP for Payroll Business Rules
  • Minimum Viable Product (MVP) for HCM Data Integration
  • Minimum Viable Product (MVP) for Payroll Data Integration
  • Employee Payroll Deduction Life Cycle

Contact

  • Contact Support

Employment Workflows

In this section you will find information on how to handle the different employment workflows such as termination and rehire.

Updated 7 months ago


EOI Processing
New Hire Workflow