Netchex vs. PlanSource

I LOVE THE EASE OF THE TIMECLOCK AND PULLING INTO PAYROLL. PREVIOUSLY I HAD TIME CLOCK ON MY DMS AND PAYROLL THROUGH PAYCHEX. IT DIDNT INTEGRATE SO I HAD TO KEY IN EVERY SINGLE TIMESHEET....THIS IS SO MUCH EASIER. ONLY THING I DONT LIKE IS ONCE YOU START PAYROLL IF SOMEONE TIME HAS TO BE FIXED YOU HAVE TO DELETE AND START OVER. THE ONLY PROBLEM I HAVE HAD WHICH IS NOT A BIG PROBLEM.

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

• My Netchex Service Team is very responsive and friendly. They are willing and able to spend the amount of time needed on one call to troubleshoot most problems or answer questions.
• Their recent updates to the employee dashboard have been well-received by our seasonal team. Employees are able to quickly find what they are looking for which has minimized the amount of requests that my team receives regarding questions on pay or updating personal information.
• Online W-2 forms have been a game-changer for us since moving to Netchex. Our staff tend to move around a lot and most do not get the mailed copy of their W-2. The electronic consent has saved me hours and hours of time.

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

• Support needs to be available more times than just normal business hours.
• Tax support is basically non-existent. This seems that it should be TOP NOTCH.
• Some of the functionality of the Netchex program could be tweaked. It is not a keyboard friendly program at all. Must mouse your way through. When the program times out, it takes 2 to 3 screens before it really logs you out.
• When submitting from Netchex to Dealertrack, it would be nice to show the payroll # or payroll date that has been submitted. Currently once you hit submit, the screen reverts back to the last successful payroll submit. This process is just a bit confusing, especially for new users.

• 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

Easy to work with.

Very user friendly and great interface.

Incentivized

The first line CE team is phenomenal. They are helpful, friendly, and knowledgeable. We have had less luck with the responsiveness of the tax department. However, their response time has improved drastically over the past year.

Incentivized

Implementation took some time but was pretty much error free.

Netchex is much more user-friendly and much more of a robust payroll system. Netchex also takes care of everything regarding employees and their entire time with the company, but GP is much more limited.

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

• Associates can easily access their data and make changes to things like their address and direct deposit, saving manager time to focus on more critical tasks within the organization
• NetRecruitier has one site that can be posted to multiple job boards with one applicant tracking system
• Electronic Onboarding allows us to get information out to the new employee so we can start with expectations on their first day and they know what to expect.

• 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