isolved vs. PlanSource

There is always room for improvements and updates. More workflows and ways to make the process easier for both employees and managers as well as the HR department. More functionality improvements vs esthetics as the platform already looks great. More ways for a manager to be involved with their employees without having to add separate module.

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

Incentivized

• The payroll processing has been a huge benefit in keeping our weekly payroll process on track and accurate.
• The COBRA services are very beneficial and we do not have to do any tracking. I appreciate this process is no longer on my duty list.
• I would say the third id probably the timekeeping. The system is effective for daily tracking and timecard review. The access to the time clock is exceptional with multiple access points. The adjustments for additional pay on holidays has been helpful.

• 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

• Reminders/Notes to staff through the app that they have to read to be able to move forward to clock in or out.
• More key words to search in the library/help desk.
• Check boxes to delete Reports from the Que, rather than having to delete each one individually would be a nice enhancement!

• 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

I believe Isolved has helped with allot of our previous payroll and HR issues but I am not the sole person responsible for making the decisions. If it were my responsibility to make the decision I would say yes, my input does weigh heavily on the choices but it's not guaranteed.

It is very intuitive and user friendly. iSolved is always updating and improving things before they even become a problem. I like how they inform us of the new updates and provide us with the details of what is changing and how it will improve the usuage.

Payroll due dates and send to us at the beginning of the year, with email reminders for holidays. The support email address is fairly fast, within 24-48 hours. But if something is needed immediately, I can just call and they help me out right then.

Incentivized

We do not use the integration, so we have a csv file that I upload manually for payroll. That is our decision based on the software at our restaurants. Pages loaded fairly quickly, but reports to pdf lag about 15-20 seconds

Incentivized

Super supportive and courteous. The initial set up and integration process was great. They helped every step of the way. They are great to get a hold of by email or phone and will find a solution. I have never run into any issues that they couldn't resolve. They make it easy to add or change processes when needed.

All over the phone, but it was comprehensive.

Incentivized

We loved taking the course, we went through most of them before we went live and I believe that was very helpful. The online training helped us learn to navigate in the program. We still refer to the training and assign our managers and supervisors to it as well. I highly recommend using it. We have also been able to attend the Connect Conferences with are extremely valuable and we learn tips and tricks to help us better utilize our system.

The system was very cumbersome setting up as well as time consuming. There were times I just wanted to walk away and sometimes I did have to get up and walk away for a break and come back with a fresh perspective. The setup took me over a period of two to three months getting it to serve the purposes that we needed it two. I am very intuitive when it comes to computer software however getting all the right buttons checked in order for it to do what I needed didn't always work.

isolved provides a system and capabilities right at the sweet spot for our organizations. It is not overly complex and feature laden as to make it confusing and complex. On the other hand, it is fully functional and effective at the core requirements of HR and payroll without requiring additional work outside of the system. All of the systems we have previously considered or used were with limited on functionality or prohibitively expense and complex.

Incentivized

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

Price increases do happen every year. I understand that the cost of living rises, but every year to us is a bit excessive.

We are a company of about 135 people at 9 locations in 2 towns. We were able to set locations and departments, and also have each location seperate so only that manager can see their employees.

Incentivized

All of iSvoled services are conducted very professionally

• When we had Paycom, we had 1/4 of our staff that were not logging in and using the system. That number is down to maybe 5% now
• Employees love having the ability to easily view and verify their timecards prior to payroll submission.

Incentivized

• 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