Paylocity provides 24/7 access to your online payroll and human resource data management. Paylocity offers highly customizable payroll functionality, as well as HR, benefits administration, and time and talent management programs.
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symplr Talent Management Solutions
Score 7.3 out of 10
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symplr acquired HealthcareSource in July, 2021. The former HealthcareSource now forms the foundation fo the symplr talent management suite.
Paylocity is a very user-friendly system. It is very easy to learn and use. They offer features like Time and Labor, Payroll, integrations with other software and Human Resources benefits. They have an excellent onboarding process and feature recruitment right at your fingertips, so you do not have to go on so many job boards. I like their self-service portal because it allows our staff independence on clocking in and out as well as requesting paid time off and our staff can make their own corrections when they miss a punch on their time sheet or forget to clock in and out for lunch or during the day.
If their HRIS system holds all their data - employees, supervisors, positions then HealthcareSource can really take advantage of that data and save you a lot of time. We looked at a lot of systems and one of our needs was both Applicant Tracking and Performance Management and these systems work very well together. Other systems we looked at didn't have all our most needed features - we needed a vendor that could do both, integrate with our HRIS, report back data in a customizable fashion, and be user friendly. Some systems listed the features but during the demo and product reference calls we found they didn't perform as advertised. Some had reporting but the reporting was missing key data or didn't export in a data friendly manner. We have found HealthcareSource to be not only "pretty" - aka user friendly/non-cluttered but also had the engine under the hood as well that met our data analyst needs.
Payroll is made pretty easy. I love that we have the ability to log into payroll, we just upload the information from commissions, things like that where there are exceptions to a regular payroll run. It may make it very easy to do that, just a quick upload. Additionally, when we're in the payroll grid, it gives us the ability to just make quick changes to people's pay or their tax schedule, tax withholdings, things like that without having to go through a lot of different screens. It's just very easy to access just for the click of a button. Love that.
We talked about performance reviews, talked about payroll with benefits administration, it allows us to utilize EDI feeds with our benefit vendors so it creates a seamless, but we just enter the information into Paylocity and then it seamlessly provides that information to our vendors. That's been really helpful. And adjusting benefits is also very easy within Paylocity. I love the recent edition of compensation analysis information, so I'm able to go into the compensation module and look for jobs that are similar to a job title at our company. I can enter the job description, I give them what state that the person or the job is in, and it pops out compensation data. It gives me different options, so titles that might be similar. So if there's not something that's an exact fit, I'm able to find something really, really close. It's been a huge upgrade because before that I was having to use a different vendor and paying $400 per job and now it's significantly less expensive to Paylocity and I'm still getting great quality data. It's been very helpful.
When any company implements a new program they have specific needs that they want customized for them. Healthcare source did a great job providing excellent customer service to our HR and IT professionals working behind the scenes to help us maximize the programs potential at our organization. They did not limit us to any standard uses or prohibit us from reaching our internal goals. Some examples include specialized reports, data uploads of employee data and time frames for our annual reviews.
They provided us with training and retraining and more training on using the system. This included training new members of our team when we had turnover in HR and inviting us to conferences and webcasts regularly.
The presentation of the software was very appealing and that may seem small but it really helps appeal to the employees that use it for their reviews.
Develop a full AP/AR process that integrates with the other financial tools like payroll, expenses, etc.
Have the platform DCAA compliant and have it audited so that companies can use it as a definitive government contracting platform.
Develop an improvement that would allow for Time and Labor integration and reporting to Medicaid for service providers so they don't need multiple systems.
There are several technical issues we have experienced this past year with the employee onboarding process that we are still waiting to have resolved. Overall our experience with Paylocity has been positive, and we love how user-friendly and easy to navigate the system is. It has made all of our HR processes much more streamlined and efficient.
Looking back we can say that every year we used Performance Manager and other products too like HeathcareSource's Compensation and Position Manager we saw the ease of use for employees and HR staff members increase, we saw employees getting more comfortable with the product and HR Staff getting better at expressing their needs to the HealthcareSource team and this made us want to stay with the same company, when things are getting better each year we know we are in the right place.
I would give it that overall rating because we implemented in 2023 and so although that may feel like a lot of time, it still is, we still have a lot to learn and so I'm optimistic that as we learn more that rating will increase.
Over the last 3 years, we've only had one major service issue that rendered Airbase unusable for us for about 24 hours. That said, they navigated the SVB bank crisis very well and made sure funds were available during that time.
We had some minor hiccups throughout the year but they have all been fixable. Paylocity integrates well with our 401k provider, Principal, and our benefits, OneDigital. It makes it simple to house everything and have it all connected. It doesn't slow anything down to have Principal integrated. It makes it more efficient
It is very hard to get answers to your questions, you cannot speak to someone without days of requesting assistance or answers and then eventually can get a call back and then it is usually resolved fairly quickly. But NOT easy to get that help.
On the previous rating scale, I kept thinking "it depends". If I know it's an easy question or easy fix, the response is super fast. If I know I am asking something complex, custom or I just know it's not going to be able to be answered by 1st tier, it can take some time. I have worked on these issues with them (they are all very nice) I do now have avenues for finding things out from one person. We had one issue where we had a major problem and it required a software patch and their support team worked throughout the weekend to create, QA, and deliver the patch as promised. I was very impressed
I didn't have in-person training, but I'm sure it was just as great as any other training/assistance Paylocity provides. Paylocity customer service is always available. You never have to be on hold and their answers are always accurate and timely. Documents in the help section are helpful as well. My in-person training was conducted y one of our employees who was involved in the initial set-up and training of all employees. She was excellent.
The training was live online, but was with a group of other companies. We did not receive any personalized training with our team. Whenever we would ask for training, we would be sent a peak article link or a video. It felt like the reps we dealt with didn't know the answer to the questions.
Implementation was a bit bumpy and Paylocity team not always available for next steps and/or questions. I feel like Paylocity could have done a better job in their fact finding as far as what we were currently doing, our payroll policies and needs, etc. so that we would have run into less issues as we moved forward.
We went through demos five years ago and we evaluated ADP and UKG in the past, and we used Paycor previously. In the past, I've used ADP and Kronos when it was still Kronos at other companies. So several different ones. One of the main reasons was that it was all one platform and you didn't have to log into other platforms for it to communicate with each other. Payroll talks to time that talks back to payroll and you don't have to log into anything separate. The reporting was also really easy and you didn't have to have a master's degree to do it.
Both Health Stream and Healthcare Source have to-do lists, completion lists, and tracking. However, the functionality of Healthcare Source is far superior to HealthStream. The notifications are much better and helpful. The tracking on Healthcare Source is easy to use and see. Overall the interface in Healthcare Source is more intuitive.
We have gone from a medium sized company to a larger company with no issues whatsoever with Paylocity being able to keep up or do what we need it to do for the size of our needs. In fact, it does more than we even use at this juncture
They are thorough, care about quality and success, take the time needed to implement properly, answer questions, build data feeds. A professional, caring, very skilled team there.
So when I first found Paylocity back in 2013 and was pitching it to the senior leadership company, my PowerPoint presentation, our return on investment was reducing errors in time and labor. We did paper time sheets back in the day back in 2007, 2008. So we were always running paper time sheets, Microsoft Excel or other standalone products, printing them out and hand keying them into a payroll system. So my ROI to our company was to save money and time on data entry and also to better manage the taxes. So we pay for the tax service, we're in 27 states having to manage that. Previously we were responsible for knowing what every state tax codes were, what every state tax compliance rules were. So with Paylocity we signed up for a tax service and that has been a huge return on investment.
NetLearning has increased our nursing CEU credits with the most efficiency. Now nurses can take courses on NetLearning and have it track their hours.
On a compliance standpoint, NetLearning has benefited us when we are being audited and we have to show what trainings or classes an employee has made. Also, to make sure that their certifications are up to date.
