PlanSource Reviews

PlanSource

Benefits administration solution for businesses of all sizes

4.0/5 (13 reviews)

Pros
  • I felt so confident that this was going to make my administrative tasks with benefits an ease, that unfortunately is not the case.Leah H.Read the full review
  • Benefits enrollment and benefits maintenance is easily done with PlanSource.Stephanie M.Read the full review
  • It was a good test in our search to find other platforms/vendors who could eliminate as much of the manual enrollment process as possible.Verified ReviewerRead the full review
Cons
  • Everything about then is a disaster, Their accounting, their business practices their, employees leaving and just dropping the ball on their customers.Jeannette Z.Read the full review
  • Implementation went past schedule by 3 months because of errors setting up our benefits. EDI took 4 months to set up, some of which were abandoned, multiple times.Leah H.Read the full review
  • There are thousands of options to build reports and its very difficult to tell what they each do and weather it will give you the information you actually need.Verified ReviewerRead the full review
91%
recommended this to a friend or a colleague
Scott Spray, SPHR, SHRM-SCP

Plansource has helped us comply with the ACA and move our benefits enrollment from paper to online.

Used weekly for 2+ years
Reviewed 2018-01-30
Review Source: Capterra

ACA compliance, online experience for employees (instead of paper), and improved billing reconciliation with our vendors.

Pros
Continuing to improve the software with frequent releases/updates. Has helped us better manage our benefits and took us from paper benefits enrollment to online. Also has simplified our billing process with our insurance vendors.

Cons
Initial integration was a little bumpy. When we first started using Plansource it was a little behind a few other solutions from a feature standpoint, but I believe they have caught up!

Response from PlanSource


Scott, we are happy to help on the ACA front! Staying compliant is more important than ever.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Melinda Griswold

Good product, not enough knowledgeable support or client education

Used daily for 2+ years
Reviewed 2016-12-08
Review Source: Capterra

I have used this software for almost 7 years -- it is vast and expansive in its capabilities. Its reporting system alone seems to be able to manipulate your data in any way possible you could ever need. The payroll interface is simple as is the benefits. The problem I face most with this is the support by the company. The training on how to use their reporting system and its vast capabilities are lacking. If I have problems and contact their customer service team, I often find myself explaining to them the finer details of how a simple interface, such as PTO setup, works in regards to the detail or assistance I need. I don't know if they are growing too fast and don't have the staff support to keep up or their staff just isn't up to speed on their product as they need to be. I find myself leaning on the team for support less and less. Additionally, there are many things in the system that occur (bugs, known issues etc) that just don't make sense. Plansource recommends vendors for you to use for other pieces of your business that are 'built to flow' to their systems. However, we find that they don't actually capture all of the information that's needed and take all parts into consideration. We are using this recommended vendor and yet still have to do our own workarounds to make their 'flow of information' between systems complete. That being said when there is an issue that they have erred on - they do go above and beyond to correct it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 6/10

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Leah Harper

Lots of promises that fell through

Used daily for less than 6 months
Reviewed 2020-06-03
Review Source: Capterra

-7 months later and my initial implementation is not finalized. I am in open enrollment and fixing way too much stuff. -The benefit codes that were set up in UltiPro take a PhD to understand. -The reporting feature which was sold as this amazing feature, actually is terrible. Want to move your column arrangement? Get ready to remove all the fields and add the again in the order. What happened to dragging the column to the order you need it in? I could go on for days, but I think you get the point. I did a lot of research and asked a lot of questions before getting this system. I felt so confident that this was going to make my administrative tasks with benefits an ease, that unfortunately is not the case.

Pros
Pros: - integrates with UltiPro - You can make custom benefit pages, but those go away after enrollment, so get ready to make handouts with the same information for your employees. I love doing the same work twice.

Cons
Cons: Implementation: - Implementation went past schedule by 3 months because of errors setting up our benefits. - EDI took 4 months to set up, some of which were abandoned, multiple times. - implementation ran in to open enrollment period. The implementation team stopped working on benefits for initial implementation and said that they were changing during open enrollment so they would only focus on those benefits. So manual processes for admin for 3 months. - implementation team does your uploads, get ready to redo those. Data was uploaded in to "user defined" (aka custom fields) with wrong data, but uploaded correctly in the benefit field. This made it a joy to audit and correct, which fell on the benefit admin. Implementation team did not offer to correct. System: - doesn't allow benefit information on each product to be accessible after enrollment. Meaning your employees can not access this information - doesn't allow for benefits that rate have to be manually managed. Have a vendor that doesn't a rate table or is custom, they can't support that. - Doesn't really allow custom benefits, i.e. different classes of life insurance with different rules, so get ready to change your benefits - system is slow, my assumption is because of the integration in UltiPro - for $20,000, I have a broken system and am still doing manual work that I was told could be automated - way too many clicks per benefit selection. Get ready to click 4 times for each benefit

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 3/10

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Anonymous

Easy to use, straightforward Benefits Management Platform

Used occasionally for less than 6 months
Reviewed 2020-04-12
Review Source: Capterra

Pros
I've used a number of platforms to enroll in benefits in my career, and PlanSource may be the easiest to use. Information is displayed in a clean interface, you have a separate section housing all benefits documentation (such as flyers, insurance riders, etc.), and best of all, it runs FAST.

Cons
I honestly cannot think of any cons for PlanSource, any drawbacks would most likely be related to how well your organization makes use of its features.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 10/10

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Tammi Miller

I have been utilizing the PlanSource platform for over 4 years now.

Used daily for 2+ years
Reviewed 2017-08-21
Review Source: Capterra

Pros
We utilize the system to manage our robust benefit package. It easily maintains each person's elections, sends a data feed to each of the carriers, and does this all without paper! Open enrollment is so much simpler, and there are fewer errors. While the customer support has had some growing pains, I believe we are over that hurdle. Response time is great and the relationships formed with key administrators has helped us work through our complicated program.

Cons
I am looking forward to the new user interface that will make the site more responsive to the device the employees are using. There are times that people just do not "page down" and then they miss important information.

Response from PlanSource


Tammi, We are so glad that we are able to add value to Murray Securus and help you and your employees during Open Enrollment and beyond!
We really appreciate our partnership!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Susan Calvert

Devoted Client Of PlanSource

Used daily for 2+ years
Reviewed 2016-09-23
Review Source: Capterra

I have been using the PlanSource system for over 7 years for our payroll and HR needs. They provide a high level of customer service and continue to evolve their product with the changing needs of the market. I highly recommend their services to anyone looking for a system which can provide a robust payroll system, ACA and benefits administration, time keeping software, and onboarding all in one place.

Response from PlanSource


Thank you very much Susan!

We really appreciated it!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Stephanie Magrich

PlanSource Review

Used daily for 2+ years
Reviewed 2018-08-29
Review Source: Capterra

Benefits enrollment and benefits maintenance is easily done with PlanSource.

Pros
PlanSource is easy to use. Employee's are easy to set up, the reporting tool is excellent.

Cons
There is nothing I don't like about PlanSource.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Berkeley Carver

Easy to use

Used daily for 1-2 years
Reviewed 2018-04-25
Review Source: Software Advice

Pros
The ACA compliance portion of the system is really well though out, not to mention it's really user friendly and easy to navigate!

Cons
Nothing negative to say about this software, only that clocking in takes a couple of minutes sometimes.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 8/10

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Jeannette Zanoni

We paid for services we didnot get for 10 months They could not get it together

Used daily for 2+ years
Reviewed 2018-09-12
Review Source: Software Advice

There is nothing about this company that I would recommend.

Pros
There is nothing I liked about this company all that is cared about is money not their customers satisfaction..

Cons
Everything about then is a disaster, Their accounting, their business practices their, employees leaving and just dropping the ball on their customers. They will not take responsibility for anything all they want is their money.

Rating breakdown

Value for money
Ease of use
Features
Customer support

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Anonymous

Basic payroll system a little behind the time

Used daily for less than 6 months
Reviewed 2018-05-21
Review Source: Capterra

Quick customer service. Simple payroll processing.

Pros
The centralized customer service allows you to receive prompt assistance. The employee management sections are relatively easy to use.

Cons
The reporting feature is very difficult to use. There are thousands of options to build reports and its very difficult to tell what they each do and weather it will give you the information you actually need.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 6/10

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Anonymous

Good experience for first-time users

Used weekly for less than 6 months
Reviewed 2018-12-20
Review Source: Capterra

It was a good test in our search to find other platforms/vendors who could eliminate as much of the manual enrollment process as possible. I was a tester asked to jump in and help HR evaluate from the individual employee user perspective.

Pros
Ease of use and ability to see all benefits enrolled in per employee on one page. Shows year to year comparisons by person.

Cons
I didn't realize at first that some changes to information require approval, so key changes were made that ended up in 'pending' status without our testing team's knowledge. Lesson learned.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 9/10

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Asher Primrose

Good tool for Benefits Admin

Reviewed 2016-12-06
Review Source: Capterra

A solid tool for benefits administration. Fairly easy to set up with your benefits broker. Ties in with Guardian direct feeds.

Rating breakdown

Value for money
Ease of use
Features
Customer support

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Anonymous

I use this application to submit my FSA and child care expenses

Used monthly for 6-12 months
Reviewed 2019-08-16
Review Source: Capterra

Good!

Pros
Easy to use, their expense claim processing is fast.

Cons
Their portal has some room for improvement, rest all good.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 5/10

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