Microsoft Viva Goals (discontinued) vs. PlanSource vs. Sage HRMS

Well suited for

• Companies that have experience of using the OKR methodology and have a clear understanding of what it is
• Companies that are planning to expand/scale the OKR program
• Companies that are looking to reduce the effort involved in running the OKR program

Ill-suited for:

• Companies that are using OKRs for the first time and do not have a clear understanding of the methodology

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

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

Sage HRMS is a software that fits in all organizations whether small or large and this makes it the most suitable HR solution as it will help you manage your workforce even if it may appear small. The software has analytics and reporting tools that are applicable in performance management where you will use them in assessing the productivity of your employees and plan on how to improve further as a workforce. It further helps in employee on-boarding, payroll management, and talent management

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

• Visualizing the hierarchy and relationship between objectives and key results. The nesting and double alignment functionality are especially helpful, as they can't easily be expressed on, say, a simple worksheet or Confluence page.
• Reminding the team to make regular check-ins. What gets measured gets done. This prevents the common pitfall of setting goals and not revisiting them until the end of a project (when it is too late).
• Integration with external sources for automated check-ins. Why do this manually when it can happen behind the scenes?

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

• 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

• Ability to see history (like job history) easily at a glance.
• Ability to make changes easily.
• Organizing info in the employee record.

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

• Accelerate integrations and add more integrations.
• Ally.io has room for improvement in providing benchmark in-depth analysis across industries, same-size companies, etc.
• Ally.io can still improve upon some of its product features and communicating the releases. Videos have been extremely helpful.

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 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

• We changed our chart of accounts. The system does not allow you to change the numbering format, so we had to start over with new databases.
• The tax return portion of the software does not file local taxes. We would definitely like to see this functionality in the future.
• The payroll piece does not handle complicated move up and move downs for union pay. This could definitely be improved upon.

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

I do not work with this software anymore, and I am not involved with the renewal of it. However, if I were, I would still suggest using it unless something better was introduced

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

Microsoft Viva comes with Teams. The Monday board is helpful too, but I just like Microsoft Viva better

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

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

Sage HRMS was very cost effective for a non-profit. It does all that we needed as a company and more. It also allows us to handle payroll ourselves instead of outsourcing [it].

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

• Ally.io has had a positive impact so far in reducing the effort involved in managing the entire OKR program.
• It also has brought with itself the opportunities to avail training and Q&A sessions with experts
• Increased the overall engagement of the company with its objectives

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

• 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

• there can be a high ROI when processing payroll in house compared to outsourced. Not to mention the flexibility you gain.

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