PlanSource vs. Quickbooks Workforce

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

Incentivized

Much of the front-end employee onboarding is handled via a simple link. Further, when the employees have questions about their time, schedule, pay stubs, etc., they know they can log in to Workforce and 9 times out of 10 get the answer to their question. It has saved me a lot of time in that aspect.

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

• Employee Onboarding.
• Withholding Management.
• Time Tracking.
• Time card records.
• Pay stubs.
• Tax Documents.

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

• Time off requests can get a little confusing, especially for hourly employees who may not be scheduled for 8 hours, but the default time off is set to 8 hours. I wish it matched their schedules because I have to correct time balances a lot.

Incentivized

Very easy and intuitive to use. Easy to get people started without a steep learning curve. Able to track changes.

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

Quickbooks Online Payroll is so much simpler, better suited for business with regular salary or hourly employees that do not have different work schedules

• 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

• Quickbooks Workforce has had positive impact on our business objectives
• Our ROI has been good.

Incentivized