PlanSource Reviews & Product Details

Works well with UKG (UltiPro). Gives discounts for using certain vendors. Review collected by and hosted on G2.com.

Can take quite some time to get issues resolved. Sometimes people you ask for help push resolutions back on you even when you have already tried to fix the problem. Review collected by and hosted on G2.com.

It is a good system that houses the benefits that we offer. Review collected by and hosted on G2.com.

It does not allow an election for our staff to decline FSA they have to add an election of $1.00. Also, there is no integration with AFLAC or Legal Shield. Review collected by and hosted on G2.com.

It is very user friendly for my employees Review collected by and hosted on G2.com.

sometimes the set ups do not function like I would like. example when an employee increases the life insurance the ADD is not automatically changed Review collected by and hosted on G2.com.

The website is easy to navigate, both as an employee and the Benefits Administrator. Review collected by and hosted on G2.com.

I do not have any dislikes at this time. Review collected by and hosted on G2.com.

Convenience, user friendly, and great reporting tools Review collected by and hosted on G2.com.

When there might be a system upgrade, the system does run very slowly. Review collected by and hosted on G2.com.

The ease of use and the support from our rep. Review collected by and hosted on G2.com.

Possibility of moving from our current rep to another one. Review collected by and hosted on G2.com.

Its user friendly and very easy to understand.

Employees find it easy to use and update their information. Review collected by and hosted on G2.com.

Nothing, its extremely helpful during open enrollment. Review collected by and hosted on G2.com.

Integration with other systems. Good GUI Review collected by and hosted on G2.com.

Limitations on HSA funding methods and integration with Payroll Review collected by and hosted on G2.com.

One of the things we love about the PlanSource platform is that we can easily administer a client who is constantly evolving. Building the platform out is easy to begin with and so making updates are as well. This makes the client happy as well as my staff. The employee experience is simple yet allows us to be informative and that translates to a great mobile experience for employees. None of our past technology has allowed employees to upload a copy of their qualifying life event proof which just fits in the world today. Nobody has those documents saved on a computer anymore, so it just makes sense that they be able to use their cell phone. PlanSource is always looking to update their technology to have the most relevant features and partners and the schedule on which they make updates means they take their time to do it right. We have found a great partner in PlanSource! Review collected by and hosted on G2.com.

Sometimes we find some functions that don't make the most sense from a reseller standpoint vs a client using the system directly but we do have an ear that is listening to us and working with us to find a solution. Review collected by and hosted on G2.com.

This has been a lifesaver for our company. We have high turnover and often hire employees out of town. Plansource allows employees to enroll at their convenience at home instead of turning in paperwork to the office. I also love that it communicates directly to the carrier and I don't have to send each enrollment myself. Review collected by and hosted on G2.com.

The new interface is more difficult to navigate and some features disappeared. I find myself switching back to the old interface most of the time. Review collected by and hosted on G2.com.