PlanSource vs. Proliant

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

Incentivized

Overall, I would generally recommend Proliant to a colleague as I think the system and structure has great bones and is generally very easy to use. However, if a colleague was needing a system with a robust reporting system or access to immediate support, I would be less likely to recommend the system.

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

• Some of the help for the training modules, [...] has been fantastic
• [...] has also been really helpful
• Adding a new employee to the system has been relatively easy and simple to do

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

• Reporting is limited to data that is pulled by pay period--not by date worked, so if trying to determine how much an employee earned during a quarter--you have to calculate this manually
• Employee records are limited to admin only viewing--so managers can not see payrates, upload documents to employee files or update expiration dates to licenses, etc
• User guides in the knowledge base are out of date and don't cover the recent updates to the system--or outline processes that are no defunct
• Limited integrations with other HR platforms are available. Ex--outside ATS, candidate assessment tools

Proliant is pretty easy to maneuver and get used to. There are some things than can be tedious but nothing too difficult where you have to spend hours to get it to work. The payroll processing is pretty straightforward and that's the core reason why we use their software.

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

Proliant is the only payroll software I have used, and I don't plan on changing that anytime soon. It gives me everything I need in simple, easy-to-use software. If I have questions they have quality customer service. I get calls weekly to change to other payroll services, and I don't consider changing because there is no need to change - I have everything I need here. Proliant does exactly the job I am looking for it to do.

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

• i am not able to give this information because I don't believe our firm fully uses Proliant
• I was just made aware of some of the benefits Proliant can offer through this survey
• The only negative is that when the "pre-wire" requirement was activated this year, we were not told ahead of time and it caused a lot of confusion and delay when we tried to process the first partner payroll in January.