New Hire Workflow

Creating a new hire is the second step in the benefits lifecycle for employees. The first step from an integration standpoint is ensuring that the employee's configuration fields are configured in PlanSource (for example the location codes list). The values can be verified by using the Subscriber Meta Data endpoint.

Single New Hire

Sending a POST request to the Subscriber endpoint will new hire an employee into the PlanSource system. This request can include all the employee information that is needed to get an employee setup and ready to start enrolling in benefits. The Subscriber endpoint is separate from the Subscribers endpoint and is indicated by being singular.

Bulk New hires

If you are able to support posting multiple subscribers, you can include all new hires in an array and post to the Subscribers endpoint. The Subscribers endpoint is separate from the Subscriber endpoint and indicated by being plural.