PlanSource vs. Sage HRMS

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

Incentivized

Sage HRMS might be great for a smaller company under 1,000 employees. I would not recommend it for larger companies. It becomes too burdensome because many processes still have to be manual and reports take forever to process if you have too many records in your 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

• Reporting - there are three levels of reporting - 1. Standard Reports 2. Query Tool - users can create very simple list with some filtering functionality 3. Crystal Reports - user can create very simple to complex report pulling data from multiple table, calculated fields, etc.
• Benefit Tracking - benefit plans are setup utilizing rate tables therefore rate changes are updated globally
• Payroll - everyday payroll processing and tax filing that is very user friendly

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

• It is sometimes hard to identify parts of competency/compensation history. We built tables to store this data but it is not laid out well on the screen.
• Sometimes, even when you tell the system to "Add to History" it doesn't update so there is history missing. This impacts someone that relies on history for troubleshooting and reports.

Incentivized

I do not work with this software anymore, and I am not involved with the renewal of it. However, if I were, I would still suggest using it unless something better was introduced

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

Sage HRMS is popular and it's used in most organizations due to the reputation of Sage in coming up with popular and reliable business softwares. The software is not that expensive and after learning how to use it, everything becomes smooth and perfect. It's ultimate strength lies in payroll management and helping in applicant tracking capabilities

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

• Sage HRMS allowed us to manage payroll in house.
• It was disappointing that we had to use an outside vendor to file and pay our withholding tax.
• Ultimately, the decision was made to outsource payroll after using HRMS for 3 years.

Incentivized