PeopleStrategy vs. PlanSource

PeopleStrategy is an excellent product if an organization is growing in the right direction and wants to improve HR processes. The software has many different packages depending on the need and can be purchased separately if something in addition is decided in the future. This is a benefit because not all organizations may need all features right away.

Incentivized

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

Incentivized

• It was easy to navigate
• Easy to read
• Document upload was very easy and quick
• User Access was really easy to manager and reset passwords.

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

• Certain functions cannot be integrated unless you have purchase that specific package

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

ADP and Oracle are systems I have used and the GUI of Oracle even as antiquated as it is was vastly more efficient to work with than the people as well as system that PeopleStrategy claimed to be supporting. I didn't have any part in the selection of this system as it was in place before I was part of the team. We promptly began looking into all in one systems so that we could convert to a better experience for us as administrators and for the employees and their use. We ulitmatelt converted to ADP this year and even though the process was not as seemless as promised I would still take this process over using PeopleStrategy any time.

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

• PeopleStrategy has reduced errors and paper waste
• Since using PeopleStrategy, we've maximized our time and streamlined processes
• Through PeopleStrategy's services, our business has increased employee retention

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