Epicor HCM supplied human resource management system (HRMS) capabilities, but Epicor has stopped offering this functionality and company's HR applications are no longer available.
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Expensify
Score 9.0 out of 10
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Expensify automates the entire spend management process. Scan receipts, track mileage, submit and approve expenses, manage corporate cards, reimburse employees, pay bills, send invoices, and book travel. Built for individuals and companies of all sizes, anywhere in the world.
$5
per month per user
Shoeboxed
Score 10.0 out of 10
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Shoeboxed is an expense report and light business document management application from the company of the same name in Durham, North Carolina featuring receipt capture, mileage tracking, business card management, and more.
Expensify was simply the easiest to use. It picked up emails and scanned receipts with the least amount of hassle and setup with the least amount of clicks. By far the quickest and easiest.
While Epicor HCM is functional for enterprises with many branch locations, I feel that is best suited out of the box for locations with corporately centralized HR. This overcomes some of the shortcomings of security capability and the need to spend a lot of time in configuring routing. The CSS portion of Epicor HCM is not as robust as competing systems and should not be used if corporations are actively looking to onboard at a high rate.
I think it's really good for small businesses. At least in the way we use it. It's very good for keeping an eye on employee spending in nearly real time. I'm not sure how it works for larger companies when there is a larger number of people to keep track of.
I'm not sure how Shoeboxed can be used in a large organization, but for our small business, it is perfect. I'm the only one who deals with our finances and works with our accountant and for that Shoeboxed is simply my lifesaver and worth so much more for not just all the time it saves me but all the worries and headaches too.
Security is always an issue with payroll/HR software. Security in Epicor HCM is very robust. In our manufacturing facility it is important that supervisors have access to their employee's information and the software allows me to limit access to only the correct department. There is also menu security that will allow me to remove access to features by user and grant access only to what they require to do the job.
This software is the repository for many different types of employee information. For example in the past we have tracked skills training by employee in either an Access database or an Excel spreadsheet. We are currently in the process of loading individual employee skill information which will allow us to query the database to pull any information that is not already a canned report in the system.
Payroll tax reports are handled by the system seamlessly. In our old system I had to keep confidential employees in a different "company" which meant I had to combine the two companies and do quarterly and year end tax reporting manually. The confidential flag in Epicor HCM allows me to utilize reports directly from the system and also creates the files needed to file online for both my quarterly SUI and W-2 reporting to SSA at year end.
Administrative set-up is a nightmare --> Set-up such as e-mail templates (routing, candidate communication, alerts) and configuring security rights for users, includes looking at list of approximately 100 fields some of which seem like duplicates. Interestingly, you may find that the field you need is missing. You'll need to create a work-around or pay Professional Services to get it set-up correctly, even though they should logically be available. Another alternative is that you need to go to an obscure task under Utilities that you've never used before so you can uncheck a box.
Auto alerts seem like a great idea, but the set-up is limited in such a way that you will probably need a Filter SQL statement to get it the way you want. (Ex: No way on the birthday alert to simply filter to active employees. Get ready to send out over 500 alerts for ALL employees and dependents.) You can either ask someone in your IT department or again, go to Professional Services ($$$).
Routing also seems like a great idea but if you make too many changes in the routing set-up, it errors out and doesn't allow you to submit changes. Instead you must make only a few changes, submit, then go to the task again. Efficiency is not a concern for HCM. If you have more than 5-10 routes in the system for certain tasks, this can slow down the entire routing page, making you wait between 20-40 seconds to approve and go to the next route. This will make for a fun time during your annual review process when you've got 100+ reviews routed to you.
Epicor staff (except for customer support) are salespeople--first and foremost --> Glassdoor reviews show that Epicor "emphasizes billable hours above all else" -- we've experienced this firsthand. Most account managers, implementation and interface consultants will try get you on the phone (at a whopping $100-$300/hr) to talk about nothing and avoid delivering what you've paid them for. If they're not doing that, they may just ignore your e-mails and never get back to you.
Unreliable customer support --> Customer support staff seems understaffed and sometimes lack technical knowledge. Not surprising considering that HCM is so convoluted and frustrating. Even the most expert support reps are stumped by questions--the system is just that confusing. Sometimes there is no resolution at all so your call is turned into a service change request. Then you cross your fingers and hope it gets addressed in the next upgrade. I submitted one support call over two months ago. It is still open. Sadly that is not out of the norm.
Unexplainable errors in interfaces --> Payroll and benefits interfaces have been unreliable. Employee data changes are dropped with no explanation; ergo, there is no possible solution. Unless of course you want your benefits consultant to spend several hours ($$$) researching it or very, very slowly talking you through it over the phone.
Customizations that keep on breaking and breaking and breaking --> HCM releases updates almost twice a year, with "new and improved" features. Sometimes the features don't work, as if the software was updated without any testing or foresight. You'll find that customizations you've paid for have broken inexplicably and need to be re-done. Of course you will be charged for the extra hours needed to fix the customizations.
I wish that I could sync accounts on the back end kind of like with banking software, so that Expensify would automatically port over receipts for recurring expenses as soon as they're available
It would be nice to one-click submit an expense all the way through instead of having to attach it to a report
Wackier profile icons? :) Not a big deal. This software is pretty much amazing as it is now, and typically the urge to update and modify very good software leads to poor outcomes!
I had some issues with the mobile app in the past - where it crashes or gets stuck uploading. I think they fixed most of that, however, I transitioned to simply mailing my documents off to them.
I just recently lost my job after 16 years, and purposely sought out a position where I could continue to work with HCM. I am now in a similar role to what I was in before, and can continue the same type of work and enhancements that I did at my other company.
We like using the tool and we receive positive feedback from employees and management who use the tool. It saves time and helps us concentrate on the value adding activities so we are very likely to keep using Expensify in the future
Where it's good: Epicor HCM at a high level has a straight-forward interface for navigating to the main content sections at either the employee or HR administrator level. The interfaces are consistent throughout the application, and after a brief learning curve, one can navigate through the remainder of the interface pages in any content area without too much difficulty. HCM also has great tools for making sure the analysis of data is available and accessible to non-programmer personnel. Where it struggles: One thing working against the usability of the HCM product is the overuse of the row-selection scheme for all many to many relationships. HCM uses a "select the row from the left frame" and then "enter data corresponding to this row in the right frame" scheme for most of its data entry components. One example of overuse is the employee address entry. During the first setup of an employee or during a candidate's application, HCM allows the user to specify multiple addresses. While this functionality is desired for long-term storage, an option doesn't exist to forgo this interface type for quick initial entry for the primary use case (one address per employee). This is one example, but is particularly visible when a candidate must also bridge the learning curve.
My rating of 8 out of 10 for Expensify's overall usability reflects its strong performance in empowering individual users and streamlining core expense processes, while acknowledging that there are specific areas, particularly on the administrative or enterprise side, where the user experience could be further refined. Exceptional End-User Experience (for basic tasks).Automation & Time-Saving Features.Clear Workflow for Approvers. Why it's not a perfect 10 (areas for improvement that dock points): Limited corporate bank to choose from, limited multi-currency to pay to ( for instance, as a foreign corporatio,n i cannot pay with my US account to Israeli employees, or pay to our UK employees)
The product performs well. As with any software there are bugs and system enhancements needed, but there are channels in place to let Epicor know what they are so they can add to future versions. Open Enrollment and Salary Planning can be a bit slow at times.
There have been a lot of issues with it at first, but we've been figuring a lot of them out on our own. Needing patches to the program though is something that I didn't expect to happen as often as it does.
Our rep has been amazing. He has built custom reports for us that have been very time consuming and difficult. Our reps are also currently looking into new submission solutions for us that we are excited about. They came up with this and recommended it on their own without me complaining about an issue. They are about our success and are very excited about the product they offer.
We had someone from Epicor come on site to do training, and we "shared" our trainer with another company who was also doing the same major upgrade. It was nice to have another company there so we could ask each other (and the trainer) questions. This allowed for more meaningful discussions during training.
As stated earlier, you won't find all of the problems and things that you would like to improve on until you implement. After go-live, you then will have a long period of adjustment as you get the data and processes to work the way that you really want them to.
The implementation process went rather smoothly, linking it to the bank and cards was handled easily. without too many unnecessary steps. Getting the accounts setup did take some time, but that would be true with any organization. All in all things went smoothly and I was very pleased with the setup and implementation process
Epicor pales in comparison to the HRIS and report building systems listed above. Unfortunately, Epicor was implemented prior to my joining the organization. From what I was told, Epicor was chosen because of its ability to be customizable to any industry. However, what we have learned is that this isn't the whole truth. While Epicor might be able to customize to your specific industry with creating certain data fields, it still cannot function properly to meet the needs of your respective industry. For example, my industry is education. There are numerous grant propasals that we send that require specific demographic information. Consequently, when we try to run a report in Epicor, that information is never captured with accuracy which makes sending these reports for grants a herculean task, especially when these donors question our data.
It is definitely 10 times better than using an Excel spreadsheet. We are talking a digitized with AI type capabilities to do the work for you. It’s honestly a lifesaver. This beats manual calculations and data entry any day. Scanning 100 receipts and saving them to pdf files not only takes space on your storage but it is an extra unnecessary step
Performance is not noticeably impacted by adding more users. Microsoft IIS and SQL are Epicor HCM's underlying technology and have proven reliability. In addition, IS staff are easy to find that know these technologies.
We went from paying credit card fees with no approval process to a no fees and complex approval processes.
I personally save time in not having to develop a spend report I just have my admin assistent fill in the details of the auto generated report and it is done. Went from an hour long process to 5- 10 minutes max to prepare a high quality audit ready report.
