isolved vs. PlanSource

Isolved is great with payroll and payroll changes as well as onboarding. Our benefit open enrollment went well and for the most part was stress free, there were a few hiccups with our 3rd party supplemental insurances. Because of their complexity and they way they are processed through payroll there was a little confusion and things needed to be adjusted. But due to the flexibility of the system the issues didn't become big problems.

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

Incentivized

• Payroll Processing (timely and accurate).
• Customer Service (dedicated account service representative, who gets to know your company's needs).
• Payroll Reports (accurate, timely, extensive, exhaustive, customizable).
• Employee Information (accurate reporting of the data, easily viewable information, information presented in a streamlined fashion).

Incentivized

• 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

• More reminder notifications would be great!
• A way to email hiring managers and our IT department at the same time with a template would save us from so much email communication
• Transfer all attached documents such as interview notes from iHired applicants to isolved employee documents would save us time uploading into multiple places

Incentivized

• 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

Due to the continued problems (time clock disconnects, regular post-update issues) and users' negative attitude, we are unlikely to renew. Another important factor is that TF is US-centric, so it does not account for local Philippine specifics, which is important to us.

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

I gave this rating because for the most part I am always responded to quickly. More recently there have been a couple of times where it has taken a couple of days for me to get a reply. I also said I would receive a call back same day and that did not happen. It eventually was handled. after a couple of days

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.

I went with iSolved because the people I spoke with were all quick to answer and very thorough in their responses. I knew they could help me build my setup the way I wanted it, and not just force me to work within some pre-set parameters once I had signed the contract.

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

• 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