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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    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

    UZIO

    Score9.3 out of 10
    Small Businesses (1-50 employees)
    UZIO is a cloud-based HR, payroll and benefits management software and services purpose-built for these small and mid-sized businesses. UZIO aspires to eliminate losses because of manual entries. With a few clicks, users get access to delineated payroll reporting to stay-on-the-top of compliance needs. UZIO's platform currently includes native AI Agent Services and AI Copilot, Payroll, Tax Admin, HR + HR Compliance, Time + Scheduling, AI Expense Management, and Benefits…

    $30

    per month + $13 per employee, per month

    Pricing
    PlanSourceUZIO
    Editions & Modules
    No answers on this topic
    UZIO Core
    $30
    per month $13 / employee / month
    UZIO Essential
    $50
    per month $22 / employee / month
    UZIO Premium
    $80
    per month $27 / employee / month
    Offerings
    Pricing Offerings
    PlanSourceUZIO
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—Addons Include: Time Management $4.50 PEPM Expenses $3.00 PEPM Benefits Administration $4.50 PEPM 401k $2.00 PEPM AI Agent Services $12.00 PEPM UZIO AI Agents available and working 24/7 1099 Contractors$6.50(no tax and no HRIS)
    More Pricing Information
    Community Pulse
    PlanSourceUZIO
    Considered Both Products
    PlanSource
    No answer on this topic
    UZIO Technologies INC
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    88%
    Would buy again
    15 Answers
    Delivers good value for the price
    No answers on this topic
    94%
    Delivers good value for the price
    15 Answers
    Happy with the feature set
    No answers on this topic
    94%
    Happy with the feature set
    16 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    92%
    Lived up to sales and marketing promises
    12 Answers
    Implementation went as expected
    No answers on this topic
    86%
    Implementation went as expected
    12 Answers
    Features
    PlanSourceUZIO
    Human Resource Management
    Comparison of Human Resource Management features of PlanSource and UZIO
    Feature
    PlanSource
    -
    Ratings
    UZIO
    8.8
    14 Ratings
    7% above category average
    Employee demographic data00 Ratings7.613 Ratings
    Employment history00 Ratings8.911 Ratings
    Job profiles and administration00 Ratings9.412 Ratings
    Workflow for transfers, promotions, pay raises, etc.00 Ratings8.912 Ratings
    Organizational charting00 Ratings8.912 Ratings
    Organization and location management00 Ratings8.912 Ratings
    Compliance data (COBRA, OSHA, etc.)00 Ratings8.911 Ratings
    Payroll Management
    Comparison of Payroll Management features of PlanSource and UZIO
    Feature
    PlanSource
    -
    Ratings
    UZIO
    8.9
    14 Ratings
    8% above category average
    Pay calculation00 Ratings8.912 Ratings
    Support for external payroll vendors00 Ratings8.99 Ratings
    Off-cycle/On-Demand payment00 Ratings8.911 Ratings
    Benefit plan administration00 Ratings8.913 Ratings
    Direct deposit files00 Ratings8.911 Ratings
    Salary revision and increment management00 Ratings8.511 Ratings
    Reimbursement management00 Ratings8.910 Ratings
    Leave and Attendance Management
    Comparison of Leave and Attendance Management features of PlanSource and UZIO
    Feature
    PlanSource
    -
    Ratings
    UZIO
    8.2
    12 Ratings
    0% below category average
    Approval workflow00 Ratings8.211 Ratings
    Balance details00 Ratings8.112 Ratings
    Annual carry-forward and encashment00 Ratings8.210 Ratings
    Employee Self Service
    Comparison of Employee Self Service features of PlanSource and UZIO
    Feature
    PlanSource
    -
    Ratings
    UZIO
    9.0
    16 Ratings
    9% above category average
    View and generate pay and benefit information00 Ratings9.416 Ratings
    Update personal information00 Ratings9.416 Ratings
    View company policy documentation00 Ratings9.413 Ratings
    Employee recognition00 Ratings7.59 Ratings
    View job history00 Ratings9.413 Ratings
    Asset Management
    Comparison of Asset Management features of PlanSource and UZIO
    Feature
    PlanSource
    -
    Ratings
    UZIO
    6.4
    5 Ratings
    23% below category average
    Tracking of all physical assets00 Ratings6.45 Ratings
    HR Reporting
    Comparison of HR Reporting features of PlanSource and UZIO
    Feature
    PlanSource
    -
    Ratings
    UZIO
    7.1
    13 Ratings
    7% below category average
    Report builder00 Ratings7.69 Ratings
    Pre-built reports00 Ratings7.013 Ratings
    Ability to combine HR data with external data00 Ratings6.78 Ratings
    Onboarding
    Comparison of Onboarding features of PlanSource and UZIO
    Feature
    PlanSource
    -
    Ratings
    UZIO
    8.6
    12 Ratings
    7% above category average
    New hire portal00 Ratings8.911 Ratings
    Manager tracking tools00 Ratings8.310 Ratings
    Performance and Goals
    Comparison of Performance and Goals features of PlanSource and UZIO
    Feature
    PlanSource
    -
    Ratings
    UZIO
    7.7
    5 Ratings
    5% below category average
    Corporate goal setting00 Ratings7.84 Ratings
    Individual goal setting00 Ratings7.84 Ratings
    Line-of sight-visibility00 Ratings7.55 Ratings
    Performance tracking00 Ratings7.85 Ratings
    Performance Management
    Comparison of Performance Management features of PlanSource and UZIO
    Feature
    PlanSource
    -
    Ratings
    UZIO
    7.1
    7 Ratings
    11% below category average
    Performance plans00 Ratings7.27 Ratings
    Performance improvement plans00 Ratings7.37 Ratings
    Review status tracking00 Ratings7.65 Ratings
    Review reminders00 Ratings6.65 Ratings
    Multiple review frequency00 Ratings6.55 Ratings
    Succession Planning
    Comparison of Succession Planning features of PlanSource and UZIO
    Feature
    PlanSource
    -
    Ratings
    UZIO
    7.0
    5 Ratings
    11% below category average
    Create succession plans/pools00 Ratings6.75 Ratings
    Candidate ranking00 Ratings7.05 Ratings
    Candidate search00 Ratings6.95 Ratings
    Candidate development00 Ratings7.25 Ratings
    Recruiting / ATS
    Comparison of Recruiting / ATS features of PlanSource and UZIO
    Feature
    PlanSource
    -
    Ratings
    UZIO
    7.1
    5 Ratings
    11% below category average
    Job Requisition Management00 Ratings7.93 Ratings
    Company Website Posting00 Ratings6.93 Ratings
    Publish to Social Media00 Ratings6.63 Ratings
    Job Search Site Posting00 Ratings6.44 Ratings
    Duplicate Candidate Prevention00 Ratings6.64 Ratings
    Applicant Tracking00 Ratings7.93 Ratings
    Notifications and Alerts00 Ratings7.64 Ratings
    Best Alternatives
    PlanSourceUZIO
    Small Businesses
    Ease
    Score9.9 out of 10
    Zoho People
    Score8.6 out of 10
    Medium-sized Companies
    Employee Navigator
    Score8.7 out of 10
    Zoho People
    Score8.6 out of 10
    Enterprises
    ADP Mobile Solutions
    Score8.5 out of 10
    PeopleStrong
    Score10 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    PlanSourceUZIO
    Likelihood to Recommend
    7.3
    (1 ratings)
    9.3
    (17 ratings)
    Usability
    -
    (0 ratings)
    7.9
    (13 ratings)
    User Testimonials
    PlanSourceUZIO
    Likelihood to Recommend
    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
    UZIO Technologies INC
    UZIO is one of the best HRIS systems I have used over my career. What sets them apart, in my opinion, is the ability to quickly fix or add things because they have actual engineers. Other HRIS systems are just duplicates of other systems that require a lengthy process to correct anything and are much more cumbersome. UZIO is use-friendly.
    Incentivized
    Read full review
    Pros
    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
    UZIO Technologies INC
    • Tech support is consistent and reliable.
    • User interface is easy for employees tracking time and managers approving time.
    • High degree of confidence in the tech.
    Incentivized
    Read full review
    Cons
    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
    UZIO Technologies INC
    • We have a shift that crosses midnight and the system resets OT calculation when it becomes a new day, but in CA OT is calculated on hours worked and doesn’t split a shift at midnight for OT purposes. So far they have been unable to address this as it's not an issue in other states.
    • Holiday Pay has been an issue because of our policy - too many changing variables to create a process. Unfortunately, you cannot adjust holiday pay on the employee's timesheet. That would be the simplest solution but so far that hasn't happened.
    • Non-US Citizen beneficiary. This is not an option when electing benefits. Not a big deal unless you have employees with families abroad. We had one and we created a work around.
    • Everything has to be downloaded. You cannot click on an employee's pay stub (for example) and view it within UZIO. It must be downloaded to your computer. Not a big deal - just takes more time and more files to delete on your computer.
    Incentivized
    Read full review
    Usability
    PlanSource
    No answers on this topic
    UZIO Technologies INC
    To have payroll, HR functions, and scheduling all in one place has truly been a game changer. Even with us only having started using UZIO since February, it’s been so easy to pick up and go for management and our employees. I truly couldn’t recommend UZIO enough. 10 out of 10
    Incentivized
    Read full review
    Alternatives Considered
    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
    UZIO Technologies INC
    UZIO has a much smoother/easier workflow for benefits setup and management. The system is extremely user friendly and the platform is clean and easy to read. UZIO listens to client feedback and uses that information to improve the system and make it work better for users.
    Incentivized
    Read full review
    Return on Investment
    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
    UZIO Technologies INC
    • UZIO has had a positive impact on the time it takes to onboard/offboard or complete payroll.
    • UZIO is much more affordable that some of the other HRIS systems.
    • The only negative is that they do not have a performance mgmt system.
    Incentivized
    Read full review
    ScreenShots

    UZIO Screenshots

    Screenshot of UZIO Technology with native AI Copilot enabled throughout the core platform.