Businesses seek dynamic human capital management (HCM) solutions to improve employee experiences, boost organizational performance, and streamline core business processes.

UltiPro and PlanSource, two leading platforms in the modern HCM world, complement each other to create a robust suite for critical employee lifecycle tasks.

Read on to learn more about the PlanSource UltiPro integration and where our senior-level UKG consultants can fit in your organization.

What is PlanSource?

PlanSource is a comprehensive, cloud-based benefits administration platform that manages and administers employee benefits across the enterprise ecosystem.

Key Features:

  1. Enrollment: Streamline the enrollment processes, allowing employees to easily manage and choose their benefits.
  2. Benefits Administration: Allow businesses to easily manage employee benefits packages, retirement plans, health insurance enrollments, and other voluntary benefits.
  3. Communication: Offer collaboration tools for effective benefits communication, allowing employees to view, understand, and manage available options.


  • Employee Engagement: Encourage employee engagement by offering an intuitive interface and user-friendly tools for managing and selecting benefits.
  • Efficiency: Reduce manual labor and risks of error while streamlining the complete benefits administration and enrollment process.

What is UltiPro?

UltiPro is a comprehensive Human Capital Management (HCM) solution created by the Ultimate Kronos Group (UKG). This solution covers a range of HR functions that manage and enhance the employee lifecycle from hire to retire.

Key Features:

  1. HR Management: Offer resources for managing critical human resources functions, such as compliance, reporting, and employee records.
  2. Payroll Management: Oversee payroll processes to guarantee workers are paid on time and accurately for their hours worked.
  3. Employee Self-Service: Allow staff to control and view their own HR-related information whenever and wherever they need it.
  4. Time and Attendance: Monitor working hours, attendance, and other relevant time and labor information for employees.
  5. Talent Management: Manage essential talent management activities, like hiring, performance management, and employee development.


  • Comprehensive Reporting: Allow employees and managers to review HR data and deliver dynamic reporting capabilities for better decision-making.
  • Scalability: Offer flexibility to meet the needs of both large and small businesses and accommodate business change over time.
  • Integrated Solution: Encourage data consistency and streamlined processes through a single, unified platform designed for different HR functions.

So, What’s the PlanSource UltiPro Integration?

UKG and PlanSource pair up to deliver the industry’s most intuitive and flexible software for total benefits administration.

Equipped with a full suite of intelligent benefits solutions, UKG PlanSource integrations give users a comprehensive benefits shopping, enrollment, administration, compliance, and billing platform.

When companies leverage UltiPro PlanSource integrations, they typically employ UltiPro for broader HR management and PlanSource for complete benefits administration. 

With a comprehensive HCM solution for other HR operations, this connected ecosystem allows companies to utilize specialized tools that optimize benefits investments, enable billing reconciliation, establish a contact center, and more.

Features and Benefits of PlanSource UltiPro

Here are the top features and benefits the PlanSource and UltiPro platforms offer:

Improved Compliance

PlanSource enables users to stay compliant with COBRA, ACA rules, and other stringent government regulations.

Custom Benefits Shopping

PlanSource allows HR teams to customize experiences to match their cultural needs while delivering a mobile-friendly online shopping experience.

ACA Solution

PlanSource measures hours for coverage, imports hours from payroll systems, activates and deactivates employee coverage, and creates and transfers 1094-B and 1095-C forms to the IRS to maintain compliance.

Improved Employee Engagement

Easy-to-use technology enables users to create experiences based on their own needs, improve decision-making, and drive better performance and satisfaction across teams.


PlanSource is a proven SSAE16 SOC 2 Type 2 audited technology platform that makes it easier for organizations to maintain system stability and data safety.

How Can We Help

Whether you need help streamlining open enrollment, managing employee benefits administration activities, or getting started on your journey with comprehensive UKG solutions, Surety Systems can help.

Our senior-level UKG consultants have the skills and experience needed to help your organization succeed, no matter your project’s scope, scale, or complexity. We also provide post-implementation support to assist you even after your first Go-Live date and ensure your most critical needs are met, no matter what.

Contact Us

Are you ready to learn more about PlanSource UltiPro integrations or where our UKG consulting services can fit in your organization?

Contact us today!