Engagedly vs. PlanSource

Engagedly has a huge range of possibilities and we chose it because of all the functionalities it offers. I'm not marking my rating a 9 or 10 because of the UI. If you're an active user (e.g. in the people department) then you get used to the UI fast enough. However, if you only use it twice per year (like all our other users) it can be difficult to find what you need. That being said, Engagedly offers a truly broad range of HR-related functionalities and we're very happy about that!

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Less appropriate for small groups with one very simple health plan. More appropriate for 20+ EE groups with multiple plans and supplementary benefits.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• setting up review cycles so they can be repeated and capture all data along the way
• creating the structure of a goal from individual all the way up to the company that is easily tracked
• employee engagement/recognition that our employees are actually excited about

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Puts all of your healthcare selections in one place making changes, drops, and additions are taken care of in one place instead of having to contact every vendor individually.
• Keeps an accurate record of real time enrollment which helps when you are in an account manager role and handling client questions concerning their health plans.
• Provides tools to keep the client and yourself organized. Several Open Enrollment messaging tools and places to add any educational documents for the different health plans.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• performance management - setting this up is quite complicated
• reports in all sections aren't always user friendly
• no help videos in the new U.I
• The survey module is quite basic, you cant set up surveys with answers that lead to different routes, i.e. if no ask this, if yes ask that

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• The more advanced options, such as HCM, could have a slightly more user-friendly dashboard for users who are not daily computer users.
• Needs to be easier to customize the homepage. Clients are always interested in adding in their own pictures, colors, welcome message position, etc.
• Needs to have a function where the employer can send a document for the employee to sign, open and capture the employee's signature, send back to the employer and save in the employee file.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

The amount of features available is a lot, but they are hard to navigate due to the UI not being on par with them. Still if used properly, Engagedly is useful to keep track of multiple individuals and their personal goals.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Absolutely! We love engagedly because we haven't faced any kind of lagging or such issues in website. It also has a convenient app through which you can access everything. They are very polite and address to each and every query relating to software which may cause hinderence in the process.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We used SharePoint Forms to make customized forms for ourselves but it did not work well. Our IT needed to build a system from scratch with a help of an external developer team and they were simply not capable of creating something that complicated. Engagedly already has a great platform and it was a life saver for us that we can just start using after the streamlined implementation period for a brief period of time. With SharePoint, we kept having weekly meetings for over 1.5 years to fix bugs, add necessary functions, etc. after the implementation.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

I have looked at GoCo, Kronos and Zenefits. I selected PlanSource because I felt it was the most customizable for a variety of clients across the board. The interface seemed functional but slightly professional looking than it competitors. PlanSource also seemed well established and that it was capable of handling my client needs.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• We haven't used it long enough to calculate ROI (YET), but - we've had EEs who never engaged with performance management before who are excited to use the program
• It has already provided a better framework to set up goals for our teams
• Neg impact - limited feed of info from HRIS - requires some manual data to uploaded.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Positive - Reduces time spent contacting vendors of enrollment changes. When you are dealing with several hundred employees and their dependents across several vendors that time starts to add up.
• Positive - Point of value when trying to gain or up sell a client.
• Negative - You do need to meet the minimum number of people on the platform as per your contact to avoid having to pay a fee to PlanSource. If one of your larger clients leaves that could be a potential issue.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info