Namely vs. PlanSource

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Namely
Score 7.3 out of 10
N/A
Namely offers a cloud-based HR platform for integrated core and specialized HR services, including time and employee performance management and onboarding processes.
$9
per month
PlanSource
Score 7.3 out of 10
N/A
PlanSource BenefitsOne is an employee benefits engagement platform, from PlanSource headquartered in Orlando, Florida. The solution presents streamlined workflows and real-time integrations, as well as a mobile-friendly enrollment experience that’s designed to maximize HR efficiency and plan adoption.N/A
Pricing
NamelyPlanSource
Editions & Modules
Namely Now
$9
per month per user
No answers on this topic
Offerings
Pricing Offerings
NamelyPlanSource
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeRequiredNo setup fee
Additional DetailsNamely Now offers small-businesses an HCM including payroll and HR at a budget conscious price. For growing companies we have Namely Plus which includes payroll and HR, talent, time, and other tools to engage and enrich their employees. For companies looking to free up more time internally for strategy, Namely offers Namely Plus People, including managed Payroll and Benefits. And for the business who wants to expand while minimizing risk and liability, our white-glove comprehensive PEO solution is Namely Complete.
More Pricing Information
Features
NamelyPlanSource
Human Resource Management
Comparison of Human Resource Management features of Product A and Product B
Namely
6.4
143 Ratings
21% below category average
PlanSource
-
Ratings
Employee demographic data6.6132 Ratings00 Ratings
Employment history7.2138 Ratings00 Ratings
Job profiles and administration7.030 Ratings00 Ratings
Workflow for transfers, promotions, pay raises, etc.7.0132 Ratings00 Ratings
Organizational charting4.6134 Ratings00 Ratings
Organization and location management5.7129 Ratings00 Ratings
Compliance data (COBRA, OSHA, etc.)6.482 Ratings00 Ratings
Payroll Management
Comparison of Payroll Management features of Product A and Product B
Namely
7.1
127 Ratings
12% below category average
PlanSource
-
Ratings
Pay calculation8.9111 Ratings00 Ratings
Support for external payroll vendors6.953 Ratings00 Ratings
Off-cycle/On-Demand payment6.857 Ratings00 Ratings
Benefit plan administration7.0109 Ratings00 Ratings
Direct deposit files8.4113 Ratings00 Ratings
Salary revision and increment management5.0100 Ratings00 Ratings
Reimbursement management6.957 Ratings00 Ratings
Leave and Attendance Management
Comparison of Leave and Attendance Management features of Product A and Product B
Namely
7.7
124 Ratings
5% below category average
PlanSource
-
Ratings
Approval workflow7.1121 Ratings00 Ratings
Balance details7.5116 Ratings00 Ratings
Annual carry-forward and encashment8.495 Ratings00 Ratings
Employee Self Service
Comparison of Employee Self Service features of Product A and Product B
Namely
7.6
141 Ratings
7% below category average
PlanSource
-
Ratings
View and generate pay and benefit information8.0129 Ratings00 Ratings
Update personal information8.2140 Ratings00 Ratings
View company policy documentation7.0127 Ratings00 Ratings
Employee recognition7.4116 Ratings00 Ratings
View job history7.4134 Ratings00 Ratings
Asset Management
Comparison of Asset Management features of Product A and Product B
Namely
5.7
53 Ratings
31% below category average
PlanSource
-
Ratings
Tracking of all physical assets5.753 Ratings00 Ratings
HR Reporting
Comparison of HR Reporting features of Product A and Product B
Namely
7.1
121 Ratings
7% below category average
PlanSource
-
Ratings
Report builder7.5117 Ratings00 Ratings
Pre-built reports7.8112 Ratings00 Ratings
Ability to combine HR data with external data6.074 Ratings00 Ratings
Onboarding
Comparison of Onboarding features of Product A and Product B
Namely
6.6
116 Ratings
20% below category average
PlanSource
-
Ratings
New hire portal7.5110 Ratings00 Ratings
Manager tracking tools5.685 Ratings00 Ratings
Performance and Goals
Comparison of Performance and Goals features of Product A and Product B
Namely
4.7
96 Ratings
54% below category average
PlanSource
-
Ratings
Corporate goal setting6.086 Ratings00 Ratings
Individual goal setting4.294 Ratings00 Ratings
Line-of sight-visibility3.972 Ratings00 Ratings
Performance tracking4.889 Ratings00 Ratings
Performance Management
Comparison of Performance Management features of Product A and Product B
Namely
5.3
107 Ratings
40% below category average
PlanSource
-
Ratings
Performance plans5.196 Ratings00 Ratings
Performance improvement plans3.168 Ratings00 Ratings
Review status tracking6.595 Ratings00 Ratings
Review reminders6.498 Ratings00 Ratings
Multiple review frequency5.485 Ratings00 Ratings
Succession Planning
Comparison of Succession Planning features of Product A and Product B
Namely
5.6
21 Ratings
35% below category average
PlanSource
-
Ratings
Candidate search5.621 Ratings00 Ratings
Recruiting / ATS
Comparison of Recruiting / ATS features of Product A and Product B
Namely
8.2
6 Ratings
5% above category average
PlanSource
-
Ratings
Job Requisition Management8.25 Ratings00 Ratings
Company Website Posting8.05 Ratings00 Ratings
Publish to Social Media8.05 Ratings00 Ratings
Job Search Site Posting8.45 Ratings00 Ratings
Duplicate Candidate Prevention8.15 Ratings00 Ratings
Applicant Tracking8.35 Ratings00 Ratings
Notifications and Alerts8.36 Ratings00 Ratings
Best Alternatives
NamelyPlanSource
Small Businesses
Patriot Software
Patriot Software
Score 9.1 out of 10
Justworks
Justworks
Score 7.8 out of 10
Medium-sized Companies
Paypro Workforce Management
Paypro Workforce Management
Score 9.6 out of 10
Paypro Workforce Management
Paypro Workforce Management
Score 9.6 out of 10
Enterprises
Infor Human Resources
Infor Human Resources
Score 7.2 out of 10
Infor Human Resources
Infor Human Resources
Score 7.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
NamelyPlanSource
Likelihood to Recommend
7.5
(145 ratings)
7.3
(1 ratings)
Likelihood to Renew
9.3
(9 ratings)
-
(0 ratings)
Usability
7.2
(71 ratings)
-
(0 ratings)
Availability
10.0
(1 ratings)
-
(0 ratings)
Performance
10.0
(1 ratings)
-
(0 ratings)
Support Rating
8.0
(27 ratings)
-
(0 ratings)
Implementation Rating
4.9
(85 ratings)
-
(0 ratings)
Configurability
9.0
(1 ratings)
-
(0 ratings)
Ease of integration
8.0
(1 ratings)
-
(0 ratings)
Product Scalability
8.0
(1 ratings)
-
(0 ratings)
Vendor post-sale
9.0
(1 ratings)
-
(0 ratings)
Vendor pre-sale
9.0
(1 ratings)
-
(0 ratings)
User Testimonials
NamelyPlanSource
Likelihood to Recommend
Namely
Namely is aesthetically very pleasing and navigates like other social media platforms which can be appealing to potentially a remote workforce who interacts more online than in person. Unfortunately, it did not serve our population well as we are primarily manufacturing where people are not as interested in utilizing the HRIS for interactions when they would rather connect in person.
Read full review
PlanSource
Less appropriate for small groups with one very simple health plan. More appropriate for 20+ EE groups with multiple plans and supplementary benefits.
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Pros
Namely
  • Namely has helped with our COVID sick leave response. It has made a major difference both with the weekly payroll and the 941 tax filing
  • Keeping track of our multiple PTO plans. Thank goodness for Namely, I have shredded my old PTO spreadsheets.
  • Employees like the convenience of the cell phone app. As a payroll administrator, I like the Geo Tracking tool where I can see where some are when the clock is in or out.
  • The flexibility inside of the payroll system both as you are finalizing an employee profile and when you are processing payroll is a major advantage.
  • The reports I get out of Namely in Excel format work well for me.
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PlanSource
  • 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.
Read full review
Cons
Namely
  • Limits to custom reporting
  • No direct feed for Ohio Workers Comp (now a manual process on our end)
  • No option to place an employee on Leave of Absence and exclude them from payroll while they are "inactive"
  • No option to suppress certain deductions for certain pay types (i.e. allow 401K for commissions but block remaining deductions - also now a manual process to uncheck the suppress box for 401K for each commission check)
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PlanSource
  • 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.
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Likelihood to Renew
Namely
Administrators and employees love Namely. It is very easy to use and streamlined. Employees stay engaged with news feed updates and enjoy all the self service options. The time cards are very easy to access and clocking in and out for non-exempt employees is a breeze. Namely is part of our family.
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PlanSource
No answers on this topic
Usability
Namely
It is very simple to use for myself, the HR team, and our employees. I find the payroll process very user-friendly. Reporting is simple to navigate and produce the required information requested. I know our employees enjoy the self-service feature and use it on a regular basis, which saves me time.
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PlanSource
No answers on this topic
Support Rating
Namely
Unfortunately, in more recent years we've had a lot of difficulty with Namely as they've undergone a lot of internal changes. It took 4 returned emails saying the person no longer worked at Namely to find someone to help me (I finally called payroll) and it took a while to get connected with a direct source of help. Namely now has set up their "pod" feature of communication which works well for the most part, but is different. I felt spoiled when we first started with Namely, but now it feels very much like working with most large companies' help centers. There is a system to go through and you do have the option to click "urgent". In general the help is efficient, but it still takes a few days and it's hard to speak with someone directly. It is all done via online communications and is difficult to actually speak to someone on the phone. This works well for most cases, but I do feel frustrated more often than I'd like to with this type of communication. (2019/2020)
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PlanSource
No answers on this topic
Implementation Rating
Namely
Implementation was a bit complicated and our company had to carry most of the weight. It often felt like our implementation manager was giving us extra work that she did not want to do herself. It also took much longer than expected - I believe almost 2 months. I believe our company carried a bit too much of the weight.
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PlanSource
No answers on this topic
Alternatives Considered
Namely
Namely has a robust suite of offerings, and fallows for a la carte selection of add-ons (rather than a single bundled option). This has allowed our company to save money by not purchasing options / functionalities that we dont need, but may drive up the cost for other companies who need more a la carte selections. In all, the size of the company, the size & capabilities of the internal HR team, and considerations like managed payroll and benefits should be key drivers in selection.
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PlanSource
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.
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Return on Investment
Namely
  • When we were over 100, it provided a huge benefit to us due to the accuracy of payroll, benefits integration and management, and org chart and performance tracking. Having all of that in one place was a huge improvement from the former disjointed user experience.
  • When we dropped below 100 due to covid, our insurance rates went up 93% to offer comparable plans, and we had to move over to a PEO for benefits which meant we also had to move payroll. It was hugely disruptive, and now our employees have a bad experience when trying to manage their HR lives in multiple places. It is confusing and, again, disjointed.
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PlanSource
  • 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.
Read full review
ScreenShots

Namely Screenshots

Screenshot of Namely News Feed: The home base to make announcements, express appreciation, and to celebrate important milestones.Screenshot of HR Analytics: data to drive confidence in an active people strategy and to encourage pride in provable resultsScreenshot of Talent & Performance Management: connects, engages, and develops the workforce in a platform designed so that employees actually want to use itScreenshot of Benefits Administration: modern, integrated benefits technology makes it easy for employees to enroll and easier to manageScreenshot of Payroll Administration: integrated with HR data and coupled with full payroll tax servicesScreenshot of Namely Mobile App: request time off and access paystubs and benefits information from anywhere