Likelihood to Recommend It’s way easier than other HR tools. It’s perfect for middle size company [with] 100-500 employees. It requires very [little] effort to perform all tasks. For salary calculation, it sometimes got stuck in the monthly calculation. Other than that it’s all perfect. It decreases a lot of time and allows us to manage other operations. So I would always recommend it over any other software.
Read full review I believe that the only thing more broken than Guideline's product is their customer support. From initial contribution dates to the disastrous account closure that cost us personally thousands of dollars, this has been by far the worst SaaS and customer experience I've ever had in my career. If only 1) Guideline's product or 2) customer support had individually been broken, we would not have ended up in this state. I sent dozens and dozens of emails inquiring about oddities I was seeing in the product, but Guideline's reps only gave more conflicting and what ended up being grossly inaccurate feedback and status updates. I hope this review reaches anyone who is thinking of closing their Guideline account. Be extremely wary of what Guideline says and does in the account closure process and exact for detailed and exact timelines (you'll have to follow up many times...). For those of you who haven't yet selected a 401k provider, I'd recommend staying as far away from Guideline as possible.
Read full review Pros First of all it’s great in onboarding new employees. It’s perfect in attendance. It’s excellent in salary calculation system. Read full review Administrate individual 401(k) Understand the contributions accumulated in total and per year Understand the percentage of salary being contributed per pay period. Read full review Cons It needs little improvement in the leave management system. Employees need to add manually in order to request a leave. It’s interface is bit tricky. Attendance system is perfect but need some changes in its interface. Read full review I feel that the customer support was abysmal - In my experience, we were consistently given conflicting advice and statuses as we closed our account with Guideline. Despite many, many follow-ups attempting to clarify our current status and remaining steps to close the account, Guideline's reps continued to provide, I believe, misleading and inaccurate steps. This cost us thousands and thousands of dollars given Guideline was not able to appropriately pull the funds before closing the account. Guideline's integrations - I believe there is clearly a broken pipeline between Guideline and Rippling. In my experience, contributions were not funded as expected when we first opened the account, and when we closed our account, there was no communication between Guideline and Rippling. Guideline continued to expect contributions into perpetuity despite closure of the account I feel that Guideline's product itself is just broken in critical places - most importantly, statuses of contributions were reflected incorrectly in the software (Guideline thought funds were transferred, but they were not and Guideline never attempted to pull the funds from our bank). This, combined with the terrible customer support, cost us thousands and thousands of dollars after we closed our account. There are many absolutely critical features that are broken -> to give just one of many examples, it was not possible to update the bank account information and no error message was thrown. I was told that our account ended up in an exceptional state given our last payroll contribution date and account closure, but these seem like very basic things a 401k provider has to get right if there are going to manage people's money. Read full review Usability Well thought out and intuitive user experience for employees and administrators. Educational documentation has been a plus
Read full review Support Rating The few questions that we've had have been answered quickly and helpfully. The implementation was a breeze and the onboarding contacts were really helpful. There was some stuff I had to learn about 401(k)s in making the decision to implement Guideline, but the Guideline team was helpful in pointing me in the right direction.
Read full review Alternatives Considered I would always prefer it over
BambooHR because of its versatility. It has a lot more features than
BambooHR . For example, for salary calculation, [we] have used another tool for salary along with
BambooHR . But now with BerniePortal, you can [do] all the process in it. So it means you can add 2 functions [at] the price of one and a lot cheaper.
Read full review We selected Guideline due to their relationship with
Gusto , our payroll service. However, we did review alternative options for our 401k program and found them very competitive as to price and quality. We were thinking about going with one of the bigger companies like Schwab, E*TRADE, Ally, etc., but found Guideline to be the best choice for us based on price and ease of use.
Read full review Return on Investment It increases team efficiency. It’s one of the best tool and it’s really cheap. It best for a company size 100-500 employees. Read full review Allow small employees to enhance benefit package Great recruitment tool for new employees Connection with payroll vendor allowed for less manual work Read full review ScreenShots