Sapling by Kallidus vs. Patriot Payroll

It's a good space to have a high level overview of the organization (especially Org view). Places for improvement include extra levels of complexity when you need to click on the person and you are navigated to the pop-up that is hard to use and only one pop up can be used at a time. I wish there wasn't so much of clicking in and clicking out.

Incentivized

Patriot is well suited for an office with a small staff without complicated tax issues to manage. My office had 2 employees: one full-time and one part-time. There were no 1099's issued, and no special tax exemptions or other special tax situations for employees. The owner was a sole proprietor, so she was not paid as an employee through Patriot. It was easy to quickly run simple payroll tasks on a bi-weekly basis in my situation. However, I believe a more complex situation with more employees would still be suitable for this software if there was an employee dedicated to performing payroll and human resources tasks. Information must be manually entered each payroll period and submitted before 8pm to process at the scheduled pay date, so if there was not a dedicated employee for the task, it would be easy to end up paying employees a business-day late. I know that Patriot offers add-on services for human resource tasks, such as time sheets and tools to manage sick days, benefits, and record employee attendance. I did not require these extra services, but I like that Patriot offers services a la carte so that there is no need to pay for tools you do not need

Incentivized

• Organization Structure: Clean and simple visual organization structure to understand the business fairly quickly.
• Onboarding: Great tool for utilizing their questionnaire and presentation tools.
• Employee info: Keeping all employee/workforce individual info (i.e. t-shirt sizes).

Incentivized

• Patriot's software is very easy to use for running payroll. It takes about 30 seconds to do.
• The payroll reports are abundant, easy to find and print, and make my accounting very easy.
• Having a full service payroll provider as easy to use as Patriot leaves me with more availability to focus on treating patients and running other aspects of my business.

Incentivized

• Less email reminders to incomplete work.
• Clicks must be specific to file, can't highlight and open file.
• Too many add-ons in the system.
• Have to upload and transfer too many documents.

Incentivized

• The third party direct deposit processor Patriot previously used was not particularly easy to work with...but Patriot just brought all direct deposit processing in house.
• Clergy housing allowance has to be manually entered each payday. They tell me they're close to adding the capability of making it (and other similar pay types) as a recurring item.
• The setup process is geared toward novice users who need to be hand-held through the process. That's great for those who need it but a more streamlined, no-frills process payroll pros would be welcome.

Incentivized

It is hard to rip out and replace systems and Sapling is doing what we need

Incentivized

It works well because it is cheap for us.

Incentivized

To use this system you need to buy several add-ons. If add-ons do not fit your business model you will have to access platforms from different companies. The system is not easy to use for onboarding. Candidates cannot change and update settings. To use the system a person must click in the correct spots. If not it leads you someplace else. Then you have to start clicking all over again.

Incentivized

I think it is great once things are setup as for general user looking to look for simple things like a copy of a paystub or a current pay rate for an employee. However, to find specialized things like a state withholding number or payroll integration settings those do require a bit more digging to find or possibly a call to customer service for help.

Incentivized

The support received during the product implementation was good, but once you move out of that stage you have to reach out to the support team through a chat type of tool and often have to wait for a response.

Incentivized

Generally speaking it is pretty good that when I need to call somebody up for a payroll question I can generally within five minutes get somebody on the phone and they can help me resolve the problem or specify where specifically I need to go or contact to find my answers. However, that being said, for my specific situation as a partner my assigned contact has not always been very responsive.

Incentivized

If you have someone internally that can run it that definitely helps!

Incentivized

Sapling [HR] was our first and only HR automation platform. We ran a trial campaign with them and did not compare them to other vendors.

Incentivized

Cost is the major factor here, but the ease of use (and design of the interface) is a big advantage for Patriot PAY. Items are (ironically) more "intuitive" to find and manage in Patriot PAY than Intuit.

Patriot PAY is closer to ADP/Gusto/Paychex in how it looks and feels and operates in a full-service capacity, but it is much more affordable.

Incentivized

• We were able to get the system implemented very quickly, which was of great importance to us as we were undergoing rapid growth.
• The system has helped us keep and stay organized and allowed team members to work collaboratively to get tasks done. Many of these tasks were previously managed with various spreadsheets and other trackers that were quickly becoming unmanageable.
• Sapling has greatly decreased the time we needed to onboard and employee and has prevented many errors.

Incentivized

• Patriot allows the entire team to be on the same page when it comes to a campaign or donor. All of the information is in one place to see how much a donor gave or communication with that donor by a specific team member.
• It provides comparative historic data and donor analysis. The organization of donations by appeal allows teams to know which campaigns were successful in previous years.

Incentivized