Setting up your Sage People org for US Benefits

Before you start make sure you have access to a working PlanSource application.

Select the links for the detailed steps to follow. In summary:

  1. Check you have the latest version of the Benefits(US) package.

  2. Assign the Benefits (US) Admin Permission Set to the users you want have administrator level access to the package.

  3. Complete basic configuration. You need:

    • The Client Id and Client Secret for a PlanSource API User.

    • The Username for a PlanSource administrator with permissions to create and update information in PlanSource.

  4. Create named credentials for the package to enable access to PlanSource.

  5. Add US Benefits to one or more Policies and activate.

    The Policies can be assigned to the Team Members you want to use the US Benefits application.

  6. Assign HR Departments to the Policy

    You can also create new HR Departments.

  7. Record PlanSource payroll details in Sage People.

  8. Configure Team Member object settings

    Add PlanSource required fields to Team Member New Hire and Details Field Sets

    Add PlanSource required fields to the Team Member page layout.

  9. Configure Employment Record object settings.

    Add PlanSource required fields to Employment Record Details and Terminate Field Sets.

  10. Create a WX Process for US Benefits.

When set up is complete Sage People is ready to transfer Team Member data to PlanSource. When Team Member data is available in PlanSource Team Members can access their benefit options through the self-service portal.