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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Paychex

    Score6.9 out of 10
    N/APaychex Flex, of Paychex' Online Payroll Services, is a cloud-based human resource management and payroll platform. Paychex offers core and specialized services, and scales to meet the needs of small businesses, SMBs, and large enterprises.N/A

    PlanSource

    Score5.8 out of 10
    N/APlanSource 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
    PaychexPlanSource
    Editions & Modules
    Paychex Flex Pro
    Custom Pricing
    per month/+$4 per employee
    HR Pro
    Custom Pricing
    HR PEO
    Custom Pricing
    Paychex Flex Select
    Custom Pricing
    Paychex Flex Enterprise
    Custom Pricing
    No answers on this topic
    Offerings
    Pricing Offerings
    PaychexPlanSource
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeRequiredNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    PaychexPlanSource
    Considered Both Products
    Paychex Inc.
    No answer on this topic
    PlanSource
    No answer on this topic
    Key User Insights
    Would buy again
    88%
    Would buy again
    269 Answers
    No answers on this topic
    Delivers good value for the price
    90%
    Delivers good value for the price
    242 Answers
    No answers on this topic
    Happy with the feature set
    92%
    Happy with the feature set
    283 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    88%
    Lived up to sales and marketing promises
    203 Answers
    No answers on this topic
    Implementation went as expected
    89%
    Implementation went as expected
    218 Answers
    No answers on this topic
    Features
    PaychexPlanSource
    Human Resource Management
    Comparison of Human Resource Management features of Paychex and PlanSource
    Feature
    Paychex
    7.0
    282 Ratings
    16% below category average
    PlanSource
    -
    Ratings
    Employee demographic data7.7228 Ratings00 Ratings
    Employment history7.9252 Ratings00 Ratings
    Job profiles and administration7.7185 Ratings00 Ratings
    Workflow for transfers, promotions, pay raises, etc.7.8183 Ratings00 Ratings
    Organizational charting4.66 Ratings00 Ratings
    Organization and location management7.1166 Ratings00 Ratings
    Compliance data (COBRA, OSHA, etc.)6.4151 Ratings00 Ratings
    Payroll Management
    Comparison of Payroll Management features of Paychex and PlanSource
    Feature
    Paychex
    7.6
    323 Ratings
    8% below category average
    PlanSource
    -
    Ratings
    Pay calculation8.0305 Ratings00 Ratings
    Support for external payroll vendors6.56 Ratings00 Ratings
    Off-cycle/On-Demand payment7.4160 Ratings00 Ratings
    Benefit plan administration7.2182 Ratings00 Ratings
    Direct deposit files8.3302 Ratings00 Ratings
    Salary revision and increment management8.0216 Ratings00 Ratings
    Reimbursement management7.4124 Ratings00 Ratings
    Leave and Attendance Management
    Comparison of Leave and Attendance Management features of Paychex and PlanSource
    Feature
    Paychex
    7.2
    163 Ratings
    13% below category average
    PlanSource
    -
    Ratings
    Approval workflow7.5117 Ratings00 Ratings
    Balance details7.6155 Ratings00 Ratings
    Annual carry-forward and encashment6.3122 Ratings00 Ratings
    Employee Self Service
    Comparison of Employee Self Service features of Paychex and PlanSource
    Feature
    Paychex
    7.2
    280 Ratings
    14% below category average
    PlanSource
    -
    Ratings
    View and generate pay and benefit information8.1258 Ratings00 Ratings
    Update personal information7.6270 Ratings00 Ratings
    View company policy documentation7.4128 Ratings00 Ratings
    Employee recognition5.55 Ratings00 Ratings
    View job history7.6193 Ratings00 Ratings
    Asset Management
    Comparison of Asset Management features of Paychex and PlanSource
    Feature
    Paychex
    6.4
    46 Ratings
    23% below category average
    PlanSource
    -
    Ratings
    Tracking of all physical assets6.446 Ratings00 Ratings
    HR Reporting
    Comparison of HR Reporting features of Paychex and PlanSource
    Feature
    Paychex
    6.1
    182 Ratings
    22% below category average
    PlanSource
    -
    Ratings
    Report builder6.5152 Ratings00 Ratings
    Pre-built reports6.8170 Ratings00 Ratings
    Ability to combine HR data with external data5.095 Ratings00 Ratings
    Onboarding
    Comparison of Onboarding features of Paychex and PlanSource
    Feature
    Paychex
    6.9
    180 Ratings
    15% below category average
    PlanSource
    -
    Ratings
    New hire portal7.0172 Ratings00 Ratings
    Manager tracking tools6.7116 Ratings00 Ratings
    Performance and Goals
    Comparison of Performance and Goals features of Paychex and PlanSource
    Feature
    Paychex
    6.2
    3 Ratings
    26% below category average
    PlanSource
    -
    Ratings
    Corporate goal setting4.82 Ratings00 Ratings
    Individual goal setting5.73 Ratings00 Ratings
    Line-of sight-visibility5.42 Ratings00 Ratings
    Performance tracking8.82 Ratings00 Ratings
    Performance Management
    Comparison of Performance Management features of Paychex and PlanSource
    Feature
    Paychex
    5.8
    3 Ratings
    31% below category average
    PlanSource
    -
    Ratings
    Performance plans6.03 Ratings00 Ratings
    Performance improvement plans6.03 Ratings00 Ratings
    Review status tracking5.73 Ratings00 Ratings
    Review reminders5.73 Ratings00 Ratings
    Multiple review frequency5.73 Ratings00 Ratings
    Succession Planning
    Comparison of Succession Planning features of Paychex and PlanSource
    Feature
    Paychex
    4.6
    4 Ratings
    52% below category average
    PlanSource
    -
    Ratings
    Create succession plans/pools3.62 Ratings00 Ratings
    Candidate ranking4.12 Ratings00 Ratings
    Candidate search5.53 Ratings00 Ratings
    Candidate development5.23 Ratings00 Ratings
    Recruiting / ATS
    Comparison of Recruiting / ATS features of Paychex and PlanSource
    Feature
    Paychex
    5.4
    73 Ratings
    38% below category average
    PlanSource
    -
    Ratings
    Job Requisition Management5.138 Ratings00 Ratings
    Company Website Posting5.235 Ratings00 Ratings
    Publish to Social Media5.729 Ratings00 Ratings
    Job Search Site Posting6.137 Ratings00 Ratings
    Duplicate Candidate Prevention4.635 Ratings00 Ratings
    Applicant Tracking4.741 Ratings00 Ratings
    Notifications and Alerts6.267 Ratings00 Ratings
    Best Alternatives
    PaychexPlanSource
    Small Businesses
    UZIO
    Score9.4 out of 10
    Ease
    Score9.9 out of 10
    Medium-sized Companies
    Zoho People
    Score8.6 out of 10
    Employee Navigator
    Score8.7 out of 10
    Enterprises
    PeopleStrong
    Score10 out of 10
    ADP Mobile Solutions
    Score8.5 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    PaychexPlanSource
    Likelihood to Recommend
    6.8
    (338 ratings)
    7.3
    (1 ratings)
    Likelihood to Renew
    7.2
    (48 ratings)
    -
    (0 ratings)
    Usability
    7.2
    (279 ratings)
    -
    (0 ratings)
    Availability
    5.2
    (12 ratings)
    -
    (0 ratings)
    Performance
    7.0
    (12 ratings)
    -
    (0 ratings)
    Support Rating
    6.5
    (278 ratings)
    -
    (0 ratings)
    In-Person Training
    4.5
    (1 ratings)
    -
    (0 ratings)
    Online Training
    2.7
    (4 ratings)
    -
    (0 ratings)
    Implementation Rating
    5.1
    (13 ratings)
    -
    (0 ratings)
    Configurability
    5.0
    (9 ratings)
    -
    (0 ratings)
    Ease of integration
    9.1
    (3 ratings)
    -
    (0 ratings)
    Product Scalability
    5.3
    (12 ratings)
    -
    (0 ratings)
    Vendor post-sale
    5.7
    (34 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    6.2
    (35 ratings)
    -
    (0 ratings)
    User Testimonials
    PaychexPlanSource
    Likelihood to Recommend
    Paychex Inc.
    It is best suited for payrolls from 1 to 150 employees, because their constant attention and flex system are easy to use. Any problem is taking care by your Paychex Agent, and they always listen to you. Better yet, when you become a client with more than 5 years, you get special discount on your renewal. Honestly, I can't not think on nothing that will be less appropriate.
    Incentivized
    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.
    Incentivized
    Read full review
    Pros
    Paychex Inc.
    • It provides a well account of Retirement Plan Account Information.
    • Alerts are sent to email when there is new information to access.
    • Employee access both online and thru app.
    • Paperless options.
    • Easy and quick access to paystubs and tax forms.
    • Easy employee retirement management.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Cons
    Paychex Inc.
    • I understand logging you out is a security function, but I'd prefer it not to log you out so soon.
    • The training we received for the team's meeting was subpar, in my opinion. Probably better geared for people with little to no computer experience. Very slow pace; we could have easily received all of this from some tutorials in a few minutes.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Likelihood to Renew
    Paychex Inc.
    Overall I like the features that Paychex Flex offers. I am sure that there are other features that I am unaware of, so I am excited to see if there is more that Flex is capable of to make my job easier. The basic features are really user friendly and easy to access. If there ever is an issue customer service is great
    Incentivized
    Read full review
    PlanSource
    No answers on this topic
    Usability
    Paychex Inc.
    Once you are set up in the system, it is very user-friendly and usability is on par with my expectations. Onboarding new employees is simple, employee access is simple and easy for them to use. Tax documentation, reporting, and entering payroll is easy and user-friendly. Running reports and finding information necessary to keep the flow moving foward is easy to do
    Incentivized
    Read full review
    PlanSource
    No answers on this topic
    Reliability and Availability
    Paychex Inc.
    We have not experienced any difficulties with unplanned outages. Notifications are always made for outages, and they do not effect normal business operations.
    Incentivized
    Read full review
    PlanSource
    No answers on this topic
    Performance
    Paychex Inc.
    Unless there is lag time within the internet, the Paychex Flex website loads exceptional fast, pages load quickly and reports that I need to print or download load quickly. If I need to create a specialized report, once I complete it I receive an e-mail telling me my report is ready to be downloaded. Changing between web pages is fast as well.
    Incentivized
    Read full review
    PlanSource
    No answers on this topic
    Support Rating
    Paychex Inc.
    The dedicated support we are given is good and very responsive. If there is a change to the dedicated support, we are notified quickly and have temporary support in place while we wait for our new rep. The phone support is knowledgeable and quick to help if there is an immediate need. However, the chat support can be the slowest option and doesn't always launch so I rarely use it.
    Incentivized
    Read full review
    PlanSource
    No answers on this topic
    In-Person Training
    Paychex Inc.
    We did online training only
    Incentivized
    Read full review
    PlanSource
    No answers on this topic
    Online Training
    Paychex Inc.
    It was easy to understand and follow along. I do like the informational videos that we can utilize before we opt to call in for customer service support. It has made a difference since sometimes that resolves the issue I may have had and saved myself a phone call to Paychex support.
    Incentivized
    Read full review
    PlanSource
    No answers on this topic
    Implementation Rating
    Paychex Inc.
    Implementation was very smooth. The most cumbersome task was entering the current employees into the system during initial set up, but Paychex staff handled most of that and verified against prior system reports as well as internal reports provided to ensure 100% accuracy.
    Incentivized
    Read full review
    PlanSource
    No answers on this topic
    Alternatives Considered
    Paychex Inc.
    In addition to the ones listed above, we also used BenePay, a local payroll company. We found Paychex Flex priced in the middle, with ADP the most expensive and too complicated, with many features that were unnecessary for us. We found that Paychex Flex's features and reporting to be sized right for our size (around 30 employees). Paychex Flex also offered a very reasonable service to apply for the ERTC
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Scalability
    Paychex Inc.
    I generally do payroll at the office, however I have had to go remote due to internet issues and also had to take payroll on vacation with me. Very easy to log in wherever you are and manage your TAA and payroll
    Incentivized
    Read full review
    PlanSource
    No answers on this topic
    Return on Investment
    Paychex Inc.
    • With Paychex Flex we have been able to improve our compliance with required documentation for new/rehires
    • Moving everyone to direct deposit and mobile clock in/out eliminated lines at punching stations and paycheck pickup stations
    • Lost checks is a thing of the past
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    ScreenShots

    Paychex Screenshots

    Screenshot of Paychex Payroll DashboardScreenshot of Employee Background ChecksScreenshot of Paychex HR DashboardScreenshot of Paychex Flex Perks