# Paylocity vs PlanSource Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Paylocity excels in user-friendliness, with many users highlighting its intuitive interface and ease of navigation. One user mentioned, "I find Paylocity very user-friendly and easy to understand," which contributes to a smoother daily experience.
- **Users say** that Paylocity's support is highly responsive, with inquiries being answered in a timely manner. This level of support is a significant advantage for users who value quick assistance, as noted by a reviewer who appreciated the "great resource center" available for help.
- **Reviewers mention** that PlanSource offers a customizable platform, which can be beneficial for organizations with specific needs. One user noted, "Plansource has many features and is pretty customizable," indicating that it can adapt to various workflows, although it may not be as intuitive as Paylocity.
- **According to verified reviews** , Paylocity stands out in its reporting capabilities, with users praising the ability to create dynamic reports. A user highlighted, "the reporting feature is great because I can do dynamic reports," showcasing how this functionality enhances data management.
- **G2 reviewers indicate** that while PlanSource has a solid feature set, it may not match the overall satisfaction levels of Paylocity. Users have expressed that although PlanSource is evolving, it still faces challenges in user experience compared to Paylocity's more polished interface.
- **Users report** that Paylocity's implementation process is generally quick and straightforward, which is a significant advantage for companies looking to onboard new software efficiently. Reviewers have noted enhancements and ease of use, making it a favorable choice for organizations seeking a seamless transition.



| | Paylocity | PlanSource | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 4.0 out of 5 | 
| **Total Reviews** | 5,312 | 146 | 
| **Largest Market Segment** | Mid-Market (73.6% of reviews) | Mid-Market (67.9% of reviews) | 
| **Entry Level Price** | No pricing available | No pricing available | 

---
## Top Pros & Cons

### Paylocity

Pros:
- Ease of Use (1348 reviews)
- Helpful (661 reviews)

Cons:
- Poor Customer Support (483 reviews)
- Missing Features (333 reviews)

### PlanSource

**Not enough data**

---
## Ratings Comparison
| Rating | Paylocity | PlanSource | 
|---|---|---|
  | **Meets Requirements** | 9.0 (4189 reviews) | 8.5 (117 reviews) | 
  | **Ease of Use** | 8.9 (4229 reviews) | 8.4 (118 reviews) | 
  | **Ease of Setup** | 8.1 (2653 reviews) | 7.3 (91 reviews) | 
  | **Ease of Admin** | 8.6 (2576 reviews) | 8.0 (100 reviews) | 
  | **Quality of Support** | 8.6 (3715 reviews) | 8.1 (113 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.7 (2579 reviews) | 8.1 (98 reviews) | 
  | **Product Direction (% positive)** | 8.7 (3945 reviews) | 7.9 (116 reviews) | 

---
## Pricing

### Paylocity

#### Entry-Level Pricing

No pricing available

#### Free Trial

Yes

### PlanSource

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Core HR

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | 7.9/10 | 1836 |
| **PlanSource** | N/A | N/A |

#### Core HR

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Organization Management** | 8.3 (953 reviews) | Not enough data | 
| **Time, Attendance, and PTO** | 8.3 (1132 reviews) | Not enough data | 
| **Expense Management** | 7.1 (530 reviews) | Not enough data | 
| **Salary Structures** | 7.9 (689 reviews) | Not enough data | 
| **Compliance** | 8.3 (924 reviews) | Not enough data | 
| **Benefits Administration** | 7.9 (871 reviews) | Not enough data | 

#### Generative AI

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **AI Text Summarization** | 6.2 (225 reviews) | Not enough data | 

#### Platform

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Customization ** | 7.8 (1349 reviews) | 7.4 (58 reviews) | 
| **Integration APIs** | 7.7 (959 reviews) | 7.4 (49 reviews) | 
| **Internationalization** | 7.2 (749 reviews) | 7.8 (30 reviews) | 
| **User, Role, and Access Management** | 8.3 (1424 reviews) | 8.5 (75 reviews) | 
| **Performance** | 8.5 (1335 reviews) | 8.1 (76 reviews) | 
| **Mobility** | 8.5 (1292 reviews) | 7.6 (41 reviews) | 
| **Reporting** | 8.3 (1428 reviews) | 8.0 (73 reviews) | 
| **Dashboards** | 8.6 (1401 reviews) | 8.4 (75 reviews) | 

### Expense Management

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | 8.5/10 | 2346 |
| **PlanSource** | N/A | N/A |

#### Expense Reports

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Ease of Creating Expense Reports** | 9.0 (952 reviews) ✓ Verified | Not enough data | 
| **Bank / Credit Card Integration** | 8.9 (893 reviews) ✓ Verified | Not enough data | 
| **Smart Categorization** | 8.8 (914 reviews) ✓ Verified | Not enough data | 
| **Digital Receipt Management** | 9.1 (1033 reviews) ✓ Verified | Not enough data | 
| **Employee Reimbursement** | 9.3 (1053 reviews) ✓ Verified | Not enough data | 
| **Currency Conversions** | Feature Not Available | Not enough data | 
| **Credit Card Integration** | 8.9 (821 reviews) ✓ Verified | Not enough data | 

#### Agentic AI - Expense Management

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Autonomous Task Execution** | 7.1 (11 reviews) | Not enough data | 
| **Cross-system Integration** | 7.5 (12 reviews) | Not enough data | 

#### Travel Management

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Ease of Booking** | 7.8 (370 reviews) | Not enough data | 
| **Itinerary Management** | 7.6 (344 reviews) | Not enough data | 
| **Trip Notifications** | 7.5 (342 reviews) | Not enough data | 
| **Advanced Integrations** | 8.3 (549 reviews) | Not enough data | 

#### Client Invoicing

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Invoice Creation and Delivery** | 8.2 (1039 reviews) ✓ Verified | Not enough data | 
| **Electronic Payments** | Feature Not Available | Not enough data | 
| **Project Accounting / Revenue Recognition** | 7.8 (798 reviews) | Not enough data | 

#### Generative AI - Expense Management

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Image-to-Text** | Not enough data | Not enough data | 
| **Text Generation** | Not enough data | Not enough data | 
| **Text Summarization** | Not enough data | Not enough data | 

#### Mobile

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Receipt Capture** | 9.1 (942 reviews) ✓ Verified | Not enough data | 
| **Mileage Tracking** | 8.6 (581 reviews) | Not enough data | 
| **Travel Itinerary and Flight Status Updates** | Feature Not Available | Not enough data | 

#### Platform

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Embedded AI / Machine Learning** | 8.0 (375 reviews) ✓ Verified | Not enough data | 
| **Complex Approval Workflow** | 8.6 (706 reviews) ✓ Verified | Not enough data | 

#### Administration

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **PCI Regulation Compliant** | 8.5 (512 reviews) | Not enough data | 

#### Administration

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Business Tool Integration** | 8.4 (1376 reviews) ✓ Verified | Not enough data | 
| **Workflow** | 8.4 (1498 reviews) ✓ Verified | Not enough data | 
| **Automated Reminders** | 8.4 (1482 reviews) ✓ Verified | Not enough data | 
| **Policy Compliance Management** | 8.5 (1298 reviews) ✓ Verified | Not enough data | 
| **User, Role, and Access Management** | 8.7 (1728 reviews) ✓ Verified | Not enough data | 

#### Platform

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Reporting** | 8.5 (1736 reviews) ✓ Verified | Not enough data | 
| **APIs / Integration** | 8.2 (1214 reviews) ✓ Verified | Not enough data | 
| **Internationalization** | 8.0 (992 reviews) ✓ Verified | Not enough data | 
| **Performance and Reliability** | 8.9 (1779 reviews) ✓ Verified | Not enough data | 
| **Mobile User Support** | 8.6 (1556 reviews) ✓ Verified | Not enough data | 
| **Offline** | 6.8 (379 reviews) | Not enough data | 

### Payroll

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | 8.7/10 | 2096 |
| **PlanSource** | N/A | N/A |

#### Employee Self Service

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Web Portal** | 9.0 (1783 reviews) ✓ Verified | Not enough data | 
| **Benefits Manager** | 8.2 (1176 reviews) ✓ Verified | Not enough data | 
| **Mobile** | 8.6 (1560 reviews) ✓ Verified | Not enough data | 

#### Administration

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Payroll Entry** | 9.1 (1844 reviews) ✓ Verified | Not enough data | 
| **Time Off Accrual** | 8.2 (1680 reviews) ✓ Verified | Not enough data | 
| **Direct Deposit** | 9.4 (1834 reviews) ✓ Verified | Not enough data | 
| **Expense Reimbursement** | 8.0 (866 reviews) ✓ Verified | Not enough data | 
| **Pre-tax Deductions** | 9.1 (1705 reviews) ✓ Verified | Not enough data | 
| **Wage Garnishment** | 8.8 (1516 reviews) ✓ Verified | Not enough data | 
| **Approvals** | 8.9 (1476 reviews) ✓ Verified | Not enough data | 
| **Check/W-2 Printing** | 9.2 (1606 reviews) ✓ Verified | Not enough data | 
| **Check/W-2 Delivery** | 9.2 (1617 reviews) ✓ Verified | Not enough data | 

#### Taxes

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Tax Calculation** | 9.1 (1708 reviews) ✓ Verified | Not enough data | 
| **Tax Filing** | 9.0 (1658 reviews) ✓ Verified | Not enough data | 
| **Automatic Tax Payment** | 9.1 (1593 reviews) ✓ Verified | Not enough data | 

#### Integration

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **API / Integration** | 8.1 (1010 reviews) ✓ Verified | Not enough data | 
| **Time Tracking Integration** | 8.6 (1204 reviews) ✓ Verified | Not enough data | 
| **Accounting Integration** | 8.0 (958 reviews) ✓ Verified | Not enough data | 
| **Core HR Integration** | 8.2 (973 reviews) ✓ Verified | Not enough data | 

#### Platform

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Reporting and Dashboards** | 8.6 (1707 reviews) ✓ Verified | Not enough data | 
| **User, Role, and Access Management** | 8.7 (1681 reviews) ✓ Verified | Not enough data | 
| **Performance and Reliability** | 8.9 (1696 reviews) ✓ Verified | Not enough data | 
| **Scalability** | 8.9 (1559 reviews) ✓ Verified | Not enough data | 

### Benefits Administration

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | 8.3/10 | 1691 |
| **PlanSource** | 8.2/10 | 100 |

#### Benefits Administration Platform Features

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Benefits Record Management** | 8.5 (686 reviews) | 8.7 (88 reviews) | 
| **Enrollment Planning** | 7.9 (379 reviews) | 8.6 (85 reviews) | 
| **Third-Party Carrier Integration** | 8.0 (585 reviews) | 7.9 (76 reviews) | 
| **Document Management** | 8.5 (659 reviews) | 8.3 (64 reviews) | 
| **Total Compensation Statements** | 8.3 (528 reviews) | 8.1 (36 reviews) | 
| **Self-Service Portal** | 9.0 (748 reviews) | 8.5 (79 reviews) | 
| **Regulatory Compliance** | 8.6 (640 reviews) | 8.5 (61 reviews) | 
| **Mobile Benefits Access** | 8.2 (563 reviews) | 8.1 (45 reviews) | 

#### Benefits Administration Platform Features

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Benefits Record Management** | 8.5 (686 reviews) | 8.7 (88 reviews) | 
| **Enrollment Planning** | 7.9 (379 reviews) | 8.6 (85 reviews) | 
| **Third-Party Carrier Integration** | 8.0 (585 reviews) | 7.9 (76 reviews) | 
| **Document Management** | 8.5 (659 reviews) | 8.3 (64 reviews) | 
| **Total Compensation Statements** | 8.3 (528 reviews) | 8.1 (36 reviews) | 
| **Self-Service Portal** | 9.0 (748 reviews) | 8.5 (79 reviews) | 
| **Regulatory Compliance** | 8.6 (640 reviews) | 8.5 (61 reviews) | 
| **Benefits Dashboards** | 8.6 (612 reviews) | 8.6 (85 reviews) | 
| **Mobile Benefits Access** | 8.2 (563 reviews) | 8.1 (45 reviews) | 
| **Integrations / APIs** | 8.1 (476 reviews) | 7.5 (45 reviews) | 
| **Internationalization** | 6.9 (169 reviews) | Not enough data | 
| **Mobility** | Feature Not Available | Not enough data | 

#### Generative AI

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **AI Text Generation** | Feature Not Available | Not enough data | 
| **AI Text Summarization** | Feature Not Available | Not enough data | 
| **AI Image-to-Text** | Feature Not Available | Not enough data | 

#### Platform

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Customization ** | 7.8 (1349 reviews) | 7.4 (58 reviews) | 
| **Integration APIs** | 7.7 (959 reviews) | 7.4 (49 reviews) | 
| **Internationalization** | 7.2 (749 reviews) | 7.8 (30 reviews) | 
| **User, Role, and Access Management** | 8.3 (1424 reviews) | 8.5 (75 reviews) | 
| **Performance** | 8.5 (1335 reviews) | 8.1 (76 reviews) | 
| **Mobility** | 8.5 (1292 reviews) | 7.6 (41 reviews) | 
| **Reporting** | 8.3 (1428 reviews) | 8.0 (73 reviews) | 
| **Dashboards** | 8.6 (1401 reviews) | 8.4 (75 reviews) | 

### Enterprise Payment

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | 8.9/10 | 121 |
| **PlanSource** | N/A | N/A |

#### Payment Methods

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **ACH** | 9.0 (86 reviews) | Not enough data | 
| **Credit and Debit** | 9.2 (97 reviews) | Not enough data | 
| **Wire Transfer** | 8.9 (81 reviews) | Not enough data | 

#### Payment Processing 

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Batch Processing** | 8.9 (80 reviews) | Not enough data | 
| **Payments Scheduling** | 9.1 (89 reviews) | Not enough data | 
| **Automated Workflows** | 8.9 (90 reviews) | Not enough data | 
| **Self Service** | 9.1 (97 reviews) | Not enough data | 
| **Reconciliation** | 8.4 (87 reviews) | Not enough data | 
| **Settlements** | 8.6 (79 reviews) | Not enough data | 
| **Payment Tracking** | 9.2 (98 reviews) | Not enough data | 

#### Security and Compliance

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **PCI Compliant** | 9.0 (64 reviews) | Not enough data | 
| **P2PE** | 8.8 (63 reviews) | Not enough data | 
| **Fraud Management** | 9.0 (69 reviews) | Not enough data | 
| **SSL Encryption** | 9.1 (70 reviews) | Not enough data | 
| **SOX** | 8.9 (63 reviews) | Not enough data | 
| **SOC** | 8.8 (66 reviews) | Not enough data | 

#### Integration

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Agnostic Integration** | 8.9 (66 reviews) | Not enough data | 
| **Reporting Consolidation** | 8.8 (68 reviews) | Not enough data | 
| **Plugins and APIs** | 8.7 (70 reviews) | Not enough data | 

#### Payment Types

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **AP Automation** | 9.0 (84 reviews) | Not enough data | 
| **E-Commerce** | 8.8 (66 reviews) | Not enough data | 
| **Retail** | 8.7 (14 reviews) | Not enough data | 

#### Agentic AI - Enterprise Payment

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Adaptive Learning** | Not enough data | Not enough data | 

### Time & Attendance

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | N/A | N/A |
| **PlanSource** | N/A | N/A |

#### Automation

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Process Automation** | Not enough data | Not enough data | 

#### Logistics

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Dashboards & Reporting** | Not enough data | Not enough data | 
| **Data Collection** | Not enough data | Not enough data | 
| **Lanuguage Options** | Not enough data | Not enough data | 

#### Management

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Schedule Creation Tools** | Not enough data | Not enough data | 
| **Schedule Management** | Not enough data | Not enough data | 
| **Employee Leave Management** | Not enough data | Not enough data | 
| **User Access** | Not enough data | Not enough data | 
| **User Role Access** | Not enough data | Not enough data | 
| **Employee Information** | Not enough data | Not enough data | 
| **Employee Information Automation** | Not enough data | Not enough data | 

#### Monitoring

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Regulations Enforcement** | Not enough data | Not enough data | 
| **Compliance Monitoring** | Not enough data | Not enough data | 
| **Integration** | Not enough data | Not enough data | 

### Spend Management

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | 9.0/10 | 523 |
| **PlanSource** | N/A | N/A |

#### Setup

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Data** | 9.0 (266 reviews) | Not enough data | 
| **Approvals** | 9.3 (391 reviews) | Not enough data | 
| **Alignment** | 9.1 (278 reviews) | Not enough data | 

#### Performance

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **KPIs** | 8.8 (224 reviews) | Not enough data | 
| **Benchmarks** | 8.6 (47 reviews) | Not enough data | 
| **Forecasting** | 8.7 (230 reviews) | Not enough data | 
| **Savings** | 8.8 (231 reviews) | Not enough data | 

#### Payment Cards

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **One-time Virtual** | 9.3 (371 reviews) | Not enough data | 
| **Recurring Virtual** | 9.3 (346 reviews) | Not enough data | 
| **Physical** | 9.1 (304 reviews) | Not enough data | 

#### Reporting

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Real time** | 9.1 (298 reviews) | Not enough data | 
| **Multiple Views** | 8.9 (268 reviews) | Not enough data | 
| **Export** | 8.9 (268 reviews) | Not enough data | 
| **Budgets** | 8.7 (247 reviews) | Not enough data | 

#### Payments

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Vendor** | 9.2 (306 reviews) | Not enough data | 
| **Recurring** | 9.1 (294 reviews) | Not enough data | 
| **Employee Reimbursements** | 9.4 (370 reviews) | Not enough data | 
| **ACH** | 9.1 (279 reviews) | Not enough data | 

#### Fraud & Risk Management

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Notifications** | 9.2 (298 reviews) | Not enough data | 
| **Unique Cards** | 9.2 (286 reviews) | Not enough data | 
| **Controls** | 9.1 (265 reviews) | Not enough data | 

#### Agentic AI - Spend Management

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Proactive Assistance** | Not enough data | Not enough data | 

### Procure to Pay

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | 8.0/10 | 40 |
| **PlanSource** | N/A | N/A |

#### Planning

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Processes** | 8.3 (33 reviews) | Not enough data | 
| **Contracts** | 7.7 (31 reviews) | Not enough data | 
| **Content** | 7.7 (32 reviews) | Not enough data | 
| **Requisition** | 8.1 (32 reviews) | Not enough data | 

#### Execution

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Sourcing** | 7.7 (18 reviews) | Not enough data | 
| **Purchasing** | 8.2 (37 reviews) | Not enough data | 
| **Invoicing** | 8.0 (37 reviews) | Not enough data | 

#### Analytics

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Visibility** | 8.0 (35 reviews) | Not enough data | 
| **Performance** | 8.4 (34 reviews) | Not enough data | 
| **Spend** | 8.8 (34 reviews) | Not enough data | 

#### Agentic AI -  Procure to Pay

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Multi-step Planning** | Not enough data | Not enough data | 

### AP Automation

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | 8.7/10 | 375 |
| **PlanSource** | N/A | N/A |

#### Invoice Management

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Capture** | 9.0 (233 reviews) | Not enough data | 
| **Supplier Portal** | 8.6 (177 reviews) | Not enough data | 
| **Repository** | 8.9 (184 reviews) | Not enough data | 

#### Invoice Processing

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Matching** | 9.0 (200 reviews) | Not enough data | 
| **Payments** | 9.2 (266 reviews) | Not enough data | 
| **Workflows** | 9.1 (231 reviews) | Not enough data | 
| **Tax Compliance** | 8.6 (157 reviews) | Not enough data | 

#### Analytics

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Due Dates** | 9.1 (220 reviews) | Not enough data | 
| **Benchmarking** | 7.8 (48 reviews) | Not enough data | 
| **KPIs** | 8.7 (160 reviews) | Not enough data | 

#### Integration

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Accounting** | 9.1 (214 reviews) | Not enough data | 
| **Payment Integration** | 9.1 (217 reviews) | Not enough data | 
| **ERP** | 9.0 (171 reviews) | Not enough data | 

#### Risk

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Analysis** | 7.9 (51 reviews) | Not enough data | 
| **Identification** | 8.9 (180 reviews) | Not enough data | 
| **Scoring** | 7.7 (45 reviews) | Not enough data | 

#### Recovery

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Recoup** | 8.5 (153 reviews) | Not enough data | 
| **Reporting** | 8.7 (184 reviews) | Not enough data | 

#### Audit

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Filters** | 8.6 (175 reviews) | Not enough data | 
| **Post Audits** | 8.6 (147 reviews) | Not enough data | 
| **Overpayments** | 8.7 (161 reviews) | Not enough data | 
| **Duplicates** | 8.8 (182 reviews) | Not enough data | 

#### Fraud

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Vendor Checks** | 8.9 (174 reviews) | Not enough data | 
| **Data Generation** | 8.8 (159 reviews) | Not enough data | 
| **Monitoring** | 9.0 (169 reviews) | Not enough data | 

#### Agentic AI - AP Automation

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Invoice Management

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | 8.9/10 | 503 |
| **PlanSource** | N/A | N/A |

#### Invoice Generation

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Templates** | 8.4 (62 reviews) | Not enough data | 
| **Digital Invoices** | 9.0 (315 reviews) | Not enough data | 
| **Recurring Invoices** | 9.0 (67 reviews) | Not enough data | 

#### Invoice Processing

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Approvals** | 9.3 (392 reviews) | Not enough data | 
| **Batch Processing** | 8.9 (257 reviews) | Not enough data | 
| **Consolidation** | 8.8 (244 reviews) | Not enough data | 
| **Match Invoices** | 9.1 (279 reviews) | Not enough data | 

#### Analytics

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Due Dates** | 9.0 (326 reviews) | Not enough data | 
| **Cashflow** | 8.9 (60 reviews) | Not enough data | 
| **KPIs** | 8.7 (221 reviews) | Not enough data | 
| **Payment Tracking** | 9.2 (354 reviews) | Not enough data | 

#### Integration

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Accounting** | 8.9 (293 reviews) | Not enough data | 
| **Payments** | 9.2 (360 reviews) | Not enough data | 
| **ERP** | 8.7 (233 reviews) | Not enough data | 
| **Account Sync** | 8.8 (275 reviews) | Not enough data | 

#### Agentic AI - Invoice Management

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Healthcare HR

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | N/A | N/A |
| **PlanSource** | N/A | N/A |

#### Operations

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Personnel Management** | Not enough data | Not enough data | 
| **Talent Management** | Not enough data | Not enough data | 
| **Regulation and Compliance** | Not enough data | Not enough data | 
| **Metrics and Reporting** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 

### Identity and Access Management (IAM)

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | N/A | N/A |
| **PlanSource** | N/A | N/A |

#### Functionality

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **User provisioning** | Not enough data | Not enough data | 
| **Password manager** | Not enough data | Not enough data | 
| **Single Sign-on** | Not enough data | Not enough data | 
| **Enforces policies** | Not enough data | Not enough data | 
| **Authentication** | Not enough data | Not enough data | 
| **Multi-factor authentication** | Not enough data | Not enough data | 

####  Type

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **On-premises solution** | Not enough data | Not enough data | 
| **Cloud-solution** | Not enough data | Not enough data | 

####  Reporting

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Tracking** | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | 
| **Access & Permission Change Reporting** | Not enough data | Not enough data | 
| **Compliance & Audit Trail Export** | Not enough data | Not enough data | 

#### Authentication & Authorization - Identity and Access Management (IAM)

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Adaptive & Contextual Access Control** | Not enough data | Not enough data | 

#### Administration & Governance - Identity and Access Management (IAM)

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Identity Lifecycle Management** | Not enough data | Not enough data | 
| **Self‑Service Account Management** | Not enough data | Not enough data | 

#### Generative AI - Identity and Access Management (IAM)

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **AI‑Driven Access Anomaly Detection** | Not enough data | Not enough data | 
| **Automated Policy Tuning** | Not enough data | Not enough data | 
| **Predictive Role Recommendations** | Not enough data | Not enough data | 

### Purchasing

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | 8.1/10 | 58 |
| **PlanSource** | N/A | N/A |

#### Management

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Approval** | 8.5 (9 reviews) | Not enough data | 
| **Communication** | 8.4 (52 reviews) | Not enough data | 
| **Documents** | 8.3 (53 reviews) | Not enough data | 
| **Receipt of Goods** | 8.1 (53 reviews) | Not enough data | 

#### Planning

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Processses** | 8.3 (53 reviews) | Not enough data | 
| **Contracts** | 7.6 (51 reviews) | Not enough data | 
| **Content** | 7.9 (50 reviews) | Not enough data | 
| **Requisition** | 7.9 (49 reviews) | Not enough data | 

#### Invoice Management

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Capture** | 8.2 (49 reviews) | Not enough data | 
| **Supplier Portal** | 7.9 (49 reviews) | Not enough data | 
| **Repository** | 7.7 (49 reviews) | Not enough data | 

#### Supplier Management

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Evaluation** | 7.1 (8 reviews) | Not enough data | 
| **Selection** | 6.3 (8 reviews) | Not enough data | 
| **Risk Management** | 7.7 (8 reviews) | Not enough data | 

#### Execution

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Sourcing** | 7.3 (8 reviews) | Not enough data | 
| **Purchasing** | 8.4 (53 reviews) | Not enough data | 
| **Invoicing** | 8.0 (52 reviews) | Not enough data | 

#### Invoice Processing

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Matching** | 8.3 (49 reviews) | Not enough data | 
| **Payments** | 8.4 (49 reviews) | Not enough data | 
| **Workflows** | 8.6 (48 reviews) | Not enough data | 
| **Tax Compliance** | 8.3 (47 reviews) | Not enough data | 
| **Submittal** | 8.5 (48 reviews) | Not enough data | 

#### Supplier Information

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Profiles** | 8.3 (49 reviews) | Not enough data | 
| **Qualifications** | 7.9 (7 reviews) | Not enough data | 
| **History** | 8.4 (50 reviews) | Not enough data | 

#### Analytics

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Visibility** | 8.5 (48 reviews) | Not enough data | 
| **Performance** | 8.5 (48 reviews) | Not enough data | 
| **Spend** | 8.5 (49 reviews) | Not enough data | 
| **Due Dates** | 8.6 (49 reviews) | Not enough data | 
| **KPIs** | 8.1 (48 reviews) | Not enough data | 

#### Integration

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Accounting** | 8.1 (9 reviews) | Not enough data | 
| **Payments** | 8.2 (49 reviews) | Not enough data | 
| **ERP** | 8.0 (50 reviews) | Not enough data | 
| **Procurement** | 7.1 (8 reviews) | Not enough data | 

#### Agentic AI - Purchasing

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Performance Management

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | 7.4/10 | 435 |
| **PlanSource** | N/A | N/A |

#### Performance reviews

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **360 Reviews** | 7.4 (275 reviews) | Not enough data | 
| **Customizable Forms** | 7.5 (333 reviews) | Not enough data | 
| **Review Status Tracking** | 7.9 (341 reviews) | Not enough data | 

#### Goals

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Goal-Setting** | 7.7 (318 reviews) | Not enough data | 
| **Company Goals And OKRs** | 7.4 (271 reviews) | Not enough data | 

#### Feedback

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Continuous Feedback** | 7.6 (304 reviews) ✓ Verified | Not enough data | 
| **Requesting Feedback** | 7.6 (300 reviews) ✓ Verified | Not enough data | 
| **1-On-1 Meetings** | 7.3 (262 reviews) | Not enough data | 
| **Public Praise** | 8.1 (300 reviews) | Not enough data | 

#### Data

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Dashboards And Reports** | 8.2 (361 reviews) ✓ Verified | Not enough data | 
| **Historical Data** | 8.1 (347 reviews) ✓ Verified | Not enough data | 

#### Agentic AI - Performance Management

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Multi-step Planning** | 6.1 (32 reviews) | Not enough data | 
| **Natural Language Interaction** | 5.7 (31 reviews) | Not enough data | 

### HCM Software

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | N/A | N/A |
| **PlanSource** | N/A | N/A |

#### Generative AI

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Feature Not Available | Not enough data | 

### Talent Management

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | N/A | N/A |
| **PlanSource** | N/A | N/A |

#### Generative AI

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 

### Recruiting

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | N/A | N/A |
| **PlanSource** | N/A | N/A |

#### Generative AI

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 

### Talent Acquisition Suites

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | N/A | N/A |
| **PlanSource** | N/A | N/A |

#### Generative AI

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **AI Text Summarization** | Not enough data | Not enough data | 

### Employee Experience

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | 7.6/10 | 131 |
| **PlanSource** | N/A | N/A |

#### Core Features - Employee Experience Software

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Employee Lifecycle Management** | 8.1 (110 reviews) | Not enough data | 
| **Communication** | 7.8 (108 reviews) | Not enough data | 

#### People Analytics - Employee Experience Software

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Action Plan** | 7.6 (97 reviews) | Not enough data | 
| **Productivity** | 7.7 (96 reviews) | Not enough data | 

#### Advanced Features - Employee Experience Software

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Digital Experience Management** | 7.4 (94 reviews) | Not enough data | 
| **Benchmarking** | 7.3 (96 reviews) | Not enough data | 
| **Employee Listening** | 7.3 (95 reviews) | Not enough data | 

#### Employee Improvement - Employee Experience Software

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Performance Management** | 7.9 (105 reviews) | Not enough data | 
| **Learning** | 7.7 (103 reviews) | Not enough data | 
| **Team Building** | 7.4 (98 reviews) | Not enough data | 

### SAP Store

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | N/A | N/A |
| **PlanSource** | N/A | N/A |

#### Agentic AI - SAP Store

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Applicant Tracking Systems (ATS)

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | 7.4/10 | 1651 |
| **PlanSource** | N/A | N/A |

#### Agentic AI - Applicant Tracking Systems (ATS)

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Adaptive Learning** | 5.8 (27 reviews) | Not enough data | 
| **Natural Language Interaction** | 5.8 (28 reviews) | Not enough data | 
| **Decision Making** | 6.3 (28 reviews) | Not enough data | 

#### Sourcing

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Candidate Search** | 8.0 (424 reviews) | Not enough data | 
| **Career Page Configuration** | 8.2 (445 reviews) | Not enough data | 
| **Social Sourcing** | 7.1 (43 reviews) | Not enough data | 
| **Job Posting** | 8.5 (54 reviews) | Not enough data | 
| **Candidate Sourcing Metrics** | 7.3 (42 reviews) | Not enough data | 

#### Candidate Management - Applicant Tracking System

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Candidate Evaluations** | 8.1 (280 reviews) | Not enough data | 
| **Applicant Data Management** | 8.5 (48 reviews) | Not enough data | 
| **Hiring Processes Tracking** | 8.3 (53 reviews) | Not enough data | 
| **Automated Resume Parsing** | 6.9 (42 reviews) | Not enough data | 
| **Scheduling** | 7.7 (41 reviews) | Not enough data | 
| **Candidate-Facing Statuses** | 7.0 (40 reviews) | Not enough data | 
| **Workflow Building** | 7.5 (47 reviews) | Not enough data | 

#### Platform

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Customization ** | 7.8 (1349 reviews) | 7.4 (58 reviews) | 
| **Integration APIs** | 7.7 (959 reviews) | 7.4 (49 reviews) | 
| **Internationalization** | 7.2 (749 reviews) | 7.8 (30 reviews) | 
| **User, Role, and Access Management** | 8.3 (1424 reviews) | 8.5 (75 reviews) | 
| **Performance** | 8.5 (1335 reviews) | 8.1 (76 reviews) | 
| **Mobility** | 8.5 (1292 reviews) | 7.6 (41 reviews) | 
| **Reporting** | 8.3 (1428 reviews) | 8.0 (73 reviews) | 
| **Dashboards** | 8.6 (1401 reviews) | 8.4 (75 reviews) | 

#### AI - Applicant Tracking Systems (ATS)

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Predictive Insights** | 5.4 (28 reviews) | Not enough data | 
| **AI Job Description** | 6.4 (31 reviews) | Not enough data | 
| **Chatbot** | 5.2 (28 reviews) | Not enough data | 

### Onboarding

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | 7.8/10 | 1735 |
| **PlanSource** | N/A | N/A |

#### Agentic AI - Onboarding

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Autonomous Task Execution** | 6.1 (58 reviews) | Not enough data | 
| **Adaptive Learning** | 5.8 (57 reviews) | Not enough data | 
| **Natural Language Interaction** | 6.0 (57 reviews) | Not enough data | 
| **Proactive Assistance** | 6.0 (56 reviews) | Not enough data | 
| **Decision Making** | 6.2 (57 reviews) | Not enough data | 

#### Platform Content

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Forms Library** | 7.9 (582 reviews) | Not enough data | 
| **E-Forms** | 8.4 (820 reviews) | Not enough data | 
| **E-Signature** | 8.6 (850 reviews) | Not enough data | 
| **Background Checks** | 7.5 (496 reviews) | Not enough data | 
| **Offer Letter Approvals** | 7.7 (464 reviews) | Not enough data | 
| **Offer Letter Templates** | 7.7 (473 reviews) | Not enough data | 

#### Platform Additional Functionality

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Self-Service Portal** | 8.9 (1027 reviews) | Not enough data | 
| **Automated Team Introductions** | 7.1 (310 reviews) | Not enough data | 
| **Compliance Training** | 8.1 (684 reviews) | Not enough data | 
| **Automated Onboarding Workflows** | 8.6 (887 reviews) | Not enough data | 
| **Onboarding Notifications** | 8.6 (917 reviews) | Not enough data | 

#### Platform Data

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Time-to-Productivity Reporting** | Feature Not Available | Not enough data | 
| **Onboarding Process Reporting** | 8.5 (800 reviews) | Not enough data | 
| **Visualization** | 8.3 (594 reviews) | Not enough data | 

#### Platform

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Customization ** | 7.8 (1349 reviews) | 7.4 (58 reviews) | 
| **Integration APIs** | 7.7 (959 reviews) | 7.4 (49 reviews) | 
| **Internationalization** | 7.2 (749 reviews) | 7.8 (30 reviews) | 
| **User, Role, and Access Management** | 8.3 (1424 reviews) | 8.5 (75 reviews) | 
| **Performance** | 8.5 (1335 reviews) | 8.1 (76 reviews) | 
| **Mobility** | 8.5 (1292 reviews) | 7.6 (41 reviews) | 
| **Reporting** | 8.3 (1428 reviews) | 8.0 (73 reviews) | 
| **Dashboards** | 8.6 (1401 reviews) | 8.4 (75 reviews) | 

#### Recruiting and Onboarding

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Interview Scheduling** | 7.6 (578 reviews) | Not enough data | 
| **Onboarding** | 8.8 (995 reviews) | Not enough data | 

### Accounting & Finance

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | N/A | N/A |
| **PlanSource** | N/A | N/A |

#### Agentic AI - Accounting & Finance

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

### Vendor Management

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | 7.3/10 | 45 |
| **PlanSource** | N/A | N/A |

#### Agentic AI - Vendor Management

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Decision Making** | Not enough data | Not enough data | 

#### Revenue Recognition

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Usage Tracking** | 7.8 (36 reviews) | Not enough data | 
| **Deferred Revenue** | 7.0 (29 reviews) | Not enough data | 
| **Revenue Accrual** | 7.2 (29 reviews) | Not enough data | 

### Corporate Learning Management Systems

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | 7.6/10 | 209 |
| **PlanSource** | N/A | N/A |

#### Course Authoring

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Course Builder** | 8.1 (151 reviews) | Not enough data | 
| **Role-Based Templates** | 7.8 (139 reviews) | Not enough data | 
| **Assessments & Quizzes** | 8.0 (146 reviews) | Not enough data | 
| **Instructor-Led Training** | 7.9 (133 reviews) | Not enough data | 

#### Course Delivery

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Learning Paths** | 7.8 (144 reviews) | Not enough data | 
| **Communication & Notifications** | 8.3 (175 reviews) | Not enough data | 
| **Assignment Scheduling** | 8.1 (163 reviews) | Not enough data | 

#### Course Management

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Gamification** | 7.1 (113 reviews) | Not enough data | 
| **Varied User Types** | 7.8 (141 reviews) | Not enough data | 
| **Certifications** | 7.7 (125 reviews) | Not enough data | 
| **Industry Compliance ** | 7.8 (133 reviews) | Not enough data | 

#### LMS Marketplace

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **E-Commerce** | Feature Not Available | Not enough data | 
| **Course Marketplace** | 7.7 (119 reviews) | Not enough data | 
| **Subscriptions** | Feature Not Available | Not enough data | 

#### Interface

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **White Labeling** | Feature Not Available | Not enough data | 
| **Multilingual** | 6.9 (103 reviews) | Not enough data | 

#### Training & eLearning

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Assessments and Practice** | 7.9 (139 reviews) | Not enough data | 
| **Content Delivery and Tracking** | 8.1 (150 reviews) | Not enough data | 
| **Content Creation** | 8.0 (146 reviews) | Not enough data | 
| **Customer Training** | 7.8 (126 reviews) | Not enough data | 
| **Manager Portals** | 8.0 (147 reviews) | Not enough data | 
| **Content Storage and Management** | 8.0 (153 reviews) | Not enough data | 
| **Content Libraries** | 7.9 (158 reviews) | Not enough data | 

#### Generative AI

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **AI Text Generation** | 6.2 (54 reviews) | Not enough data | 
| **AI Text Summarization** | 6.1 (51 reviews) | Not enough data | 
| **AI Text-to-Image** | 6.4 (52 reviews) | Not enough data | 

#### Agentic AI - Corporate Learning Management Systems 

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Adaptive Learning** | 6.6 (15 reviews) | Not enough data | 
| **Natural Language Interaction** | 6.6 (15 reviews) | Not enough data | 

### Time Tracking

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | 8.1/10 | 2328 |
| **PlanSource** | N/A | N/A |

#### Time Tracking

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Ease of Completing Timesheets** | 8.9 (1220 reviews) | Not enough data | 
| **Tracking Time to Project/Task** | 8.3 (746 reviews) | Not enough data | 
| **Billable Time Rate Management** | 7.9 (575 reviews) | Not enough data | 

#### Client Invoicing

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Invoice Creation and Delivery** | 8.2 (1039 reviews) ✓ Verified | Not enough data | 
| **Electronic Payments** | Feature Not Available | Not enough data | 
| **Project Accounting / Revenue Recognition** | 7.8 (798 reviews) | Not enough data | 

#### Mobile Time Tracking

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Time Tracking** | 8.7 (867 reviews) | Not enough data | 

#### Administration

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Business Tool Integration** | 8.4 (1376 reviews) ✓ Verified | Not enough data | 
| **Workflow** | 8.4 (1498 reviews) ✓ Verified | Not enough data | 
| **Automated Reminders** | 8.4 (1482 reviews) ✓ Verified | Not enough data | 
| **Policy Compliance Management** | 8.5 (1298 reviews) ✓ Verified | Not enough data | 
| **User, Role, and Access Management** | 8.7 (1728 reviews) ✓ Verified | Not enough data | 

#### Platform

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Reporting** | 8.5 (1736 reviews) ✓ Verified | Not enough data | 
| **APIs / Integration** | 8.2 (1214 reviews) ✓ Verified | Not enough data | 
| **Internationalization** | 8.0 (992 reviews) ✓ Verified | Not enough data | 
| **Performance and Reliability** | 8.9 (1779 reviews) ✓ Verified | Not enough data | 
| **Mobile User Support** | 8.6 (1556 reviews) ✓ Verified | Not enough data | 
| **Offline** | 6.8 (379 reviews) | Not enough data | 

### Training eLearning

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | 8.1/10 | 1594 |
| **PlanSource** | N/A | N/A |

#### Platform

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Customization ** | 7.8 (1349 reviews) | 7.4 (58 reviews) | 
| **Integration APIs** | 7.7 (959 reviews) | 7.4 (49 reviews) | 
| **Internationalization** | 7.2 (749 reviews) | 7.8 (30 reviews) | 
| **User, Role, and Access Management** | 8.3 (1424 reviews) | 8.5 (75 reviews) | 
| **Performance** | 8.5 (1335 reviews) | 8.1 (76 reviews) | 
| **Mobility** | 8.5 (1292 reviews) | 7.6 (41 reviews) | 
| **Reporting** | 8.3 (1428 reviews) | 8.0 (73 reviews) | 
| **Dashboards** | 8.6 (1401 reviews) | 8.4 (75 reviews) | 

### Workforce Management

| Product | Score | Reviews |
|---|---|---|
| **Paylocity** | 7.9/10 | 1624 |
| **PlanSource** | N/A | N/A |

#### Platform

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Customization ** | 7.8 (1349 reviews) | 7.4 (58 reviews) | 
| **Integration APIs** | 7.7 (959 reviews) | 7.4 (49 reviews) | 
| **Internationalization** | 7.2 (749 reviews) | 7.8 (30 reviews) | 
| **User, Role, and Access Management** | 8.3 (1424 reviews) | 8.5 (75 reviews) | 
| **Performance** | 8.5 (1335 reviews) | 8.1 (76 reviews) | 
| **Mobility** | 8.5 (1292 reviews) | 7.6 (41 reviews) | 
| **Reporting** | 8.3 (1428 reviews) | 8.0 (73 reviews) | 
| **Dashboards** | 8.6 (1401 reviews) | 8.4 (75 reviews) | 

#### Workforce Management Platform Features

| Feature | Paylocity | PlanSource | 
|---|---|---|
| **Labor Forecasting** | 7.3 (177 reviews) | Not enough data | 
| **Shift Scheduling** | 7.2 (183 reviews) | Not enough data | 
| **Time & Attendance Tracking** | 8.5 (248 reviews) | Not enough data | 
| **Absence & Leave Management** | 8.1 (248 reviews) | Not enough data | 
| **Skills Management** | 7.7 (188 reviews) | Not enough data | 
| **Succession Planning** | 7.4 (164 reviews) | Not enough data | 
| **Workforce Analytics** | 8.1 (223 reviews) | Not enough data | 
| **Self-Service Capabilities** | 8.6 (245 reviews) | Not enough data | 
| **Mobile Shift Scheduling** | 6.9 (168 reviews) | Not enough data | 
| **Team Communication** | 7.8 (207 reviews) | Not enough data | 

---
## Categories
**Shared Categories (1):** [Benefits Administration Software](https://www.g2.com/categories/benefits-administration)

**Unique to Paylocity (21):** [Vendor Management Software](https://www.g2.com/categories/vendor-management), [Time Tracking Software](https://www.g2.com/categories/time-tracking-software), [Applicant Tracking Systems (ATS)](https://www.g2.com/categories/applicant-tracking-systems-ats), [Procure to Pay Software](https://www.g2.com/categories/procure-to-pay), [HCM Software](https://www.g2.com/categories/hcm-software), [Spend Management Software](https://www.g2.com/categories/spend-management), [Corporate Learning Management Systems](https://www.g2.com/categories/corporate-learning-management-systems), [Invoice Management Software](https://www.g2.com/categories/invoice-management), [Accounts Payable Automation Software](https://www.g2.com/categories/ap-automation), [Expense Management Software](https://www.g2.com/categories/expense-management), [Enterprise Payment Software](https://www.g2.com/categories/enterprise-payment), [Payroll Software](https://www.g2.com/categories/payroll), [Onboarding Software](https://www.g2.com/categories/onboarding-software), [Performance Management Software](https://www.g2.com/categories/performance-management), [Core HR Software](https://www.g2.com/categories/core-hr), [Time & Attendance Software](https://www.g2.com/categories/time-attendance), [Purchasing Software](https://www.g2.com/categories/purchasing-software), [Healthcare HR Software](https://www.g2.com/categories/healthcare-hr), [Workforce Management Software](https://www.g2.com/categories/workforce-management), [Identity and Access Management (IAM) Software](https://www.g2.com/categories/identity-and-access-management-iam), [Employee Experience Software](https://www.g2.com/categories/employee-experience)

**Unique to PlanSource (1):** [SAP Store Software](https://www.g2.com/categories/sap-store)


---
## Reviewer Demographics

### By Company Size

| Segment | Paylocity | PlanSource | 
|---|---|---|
| **Small-Business** | 20.3% | 5.2% | 
| **Mid-Market** | 73.6% | 67.9% | 
| **Enterprise** | 6.0% | 26.9% | 

### By Industry

#### Paylocity

- **Computer Software:** 11.7%
- **Information Technology and Services:** 7.3%
- **Non-Profit Organization Management:** 5.6%
- **Hospital & Health Care:** 5.5%
- **Financial Services:** 4.2%
- **Automotive:** 3.2%
- **Hospitality:** 2.4%
- **Construction:** 2.3%
- **Insurance:** 2.3%
- **Accounting:** 2.2%
- **Other:** 53.3%

#### PlanSource

- **Construction:** 6.7%
- **Hospital & Health Care:** 6.0%
- **Education Management:** 6.0%
- **Entertainment:** 4.5%
- **Information Technology and Services:** 4.5%
- **Retail:** 3.7%
- **Human Resources:** 3.0%
- **Transportation/Trucking/Railroad:** 3.0%
- **Insurance:** 3.0%
- **Food & Beverages:** 3.0%
- **Other:** 56.7%

---
## Alternatives

### Alternatives to Paylocity

- [isolved](https://www.g2.com/products/isolved/reviews) — 4.3/5 stars (1301 reviews)
- [Paycom](https://www.g2.com/products/paycom/reviews) — 4.5/5 stars (6377 reviews)
- [Paychex](https://www.g2.com/products/paychex/reviews) — 4.1/5 stars (1691 reviews)
- [SAP SuccessFactors HCM](https://www.g2.com/products/sap-sap-successfactors-hcm/reviews) — 4.1/5 stars (1650 reviews)
- [Paycor](https://www.g2.com/products/paycor/reviews) — 3.9/5 stars (1333 reviews)
- [Rippling](https://www.g2.com/products/rippling/reviews) — 4.8/5 stars (12690 reviews)
- [UKG Pro](https://www.g2.com/products/ukg-pro/reviews) — 4.3/5 stars (2187 reviews)
- [Workday HCM](https://www.g2.com/products/workday-hcm/reviews) — 4.1/5 stars (1627 reviews)
- [APS](https://www.g2.com/products/aps-aps/reviews) — 4.6/5 stars (826 reviews)
- [Dayforce](https://www.g2.com/products/dayforce/reviews) — 4.2/5 stars (956 reviews)

### Alternatives to PlanSource

- [Employee Navigator](https://www.g2.com/products/employee-navigator/reviews) — 4.6/5 stars (161 reviews)
- [bswift](https://www.g2.com/products/bswift/reviews) — 3.8/5 stars (31 reviews)
- [Benefitfocus](https://www.g2.com/products/benefitfocus/reviews) — 4.2/5 stars (30 reviews)
- [Ease](https://www.g2.com/products/employee-navigator-ease/reviews) — 4.6/5 stars (1446 reviews)
- [Workday HCM](https://www.g2.com/products/workday-hcm/reviews) — 4.1/5 stars (1627 reviews)
- [ADP Workforce Now](https://www.g2.com/products/adp-workforce-now/reviews) — 4.2/5 stars (4216 reviews)
- [HR Plus](https://www.g2.com/products/trinet-hr-plus/reviews) — 3.9/5 stars (465 reviews)
- [Maxwell Health](https://www.g2.com/products/maxwell-health/reviews) — 4.3/5 stars (51 reviews)
- [Dayforce](https://www.g2.com/products/dayforce/reviews) — 4.2/5 stars (956 reviews)
- [Paycom](https://www.g2.com/products/paycom/reviews) — 4.5/5 stars (6377 reviews)

---
## Top Discussions

### Paylocity

- Title: [Can I use paylocity at home?](https://www.g2.com/discussions/can-i-use-paylocity-at-home) — 27 comments, 7 upvotes
  > **Top comment:** "Yes! With their online portal, users can access anywhere that they have online access. "
- Title: [Is paylocity a HRIS system?](https://www.g2.com/discussions/is-paylocity-a-hris-system) — 6 comments, 1 upvote
  > **Top comment:** "Yes, it's a full HRIS system with payroll, onboarding, recruiting, time management, expense reimbursement, performance management, etc."
- Title: [What is Airbase used for?](https://www.g2.com/discussions/what-is-airbase-used-for) — 3 comments
  > **Top comment:** "Airbase lets you submit receipts for reimbursement! So if you go on a business trip and buy a coffee, you can take a picture, upload it to Airbase, and the..."
- Title: [Why is paylocity not working?](https://www.g2.com/discussions/why-is-paylocity-not-working) — 3 comments
  > **Top comment:** "This is a vastly broad question, although I do know where you're coming from. It seems a little more often than necessary, that Paylocity is "down" or simply..."
- Title: [How do I set up paylocity?](https://www.g2.com/discussions/how-do-i-set-up-paylocity) — 3 comments
  > **Top comment:** "Once you sign a contract, you will be assigned an implementation team to set up the different modules selected. It will take about three to four months to..."

### PlanSource

- Title: [We have several other software that we would like to Integrate with PlanSource. Could a PlanSource Rep contact me to discuss?](https://www.g2.com/discussions/we-have-several-other-software-that-we-would-like-to-integrate-with-plansource-could-a-plansource-rep-contact-me-to-discuss) — 1 comment, 1 upvote
  > **Top comment:** "We have used PlanSource since 2015 and it integrates seamlessly with Paylocity, our HRIS system. It also is integrated with our COBRA administration..."
- Title: [How does PlanSource partner with Insurance carriers?](https://www.g2.com/discussions/how-does-plansource-partner-with-insurance-carriers) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "PlanSource has partnerships with leading national insurance carriers who provide monetary credits when employers offer their products to employees and the..."
- Title: [Broker Relationships](https://www.g2.com/discussions/broker-relationships) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "We love working with brokers at PlanSource. We partner with them to help them grow their busines- through marketing support, account support and ongoing..."
- Title: [How do you put your customers first?](https://www.g2.com/discussions/account-support) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "We take care of our customers. We have 95%+ client retention, and our net promoter score is +56 (that’s on a scale of -100 to +100)! Our NPS score is nearly..."
- Title: [Are you legally approved to operate as a TPA nationally?](https://www.g2.com/discussions/tpa-services) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Yes! And we also operate payroll in 50 states."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/paylocity-vs-plansource)