isolved vs. PlanSource

There is always room for improvements and updates. More workflows and ways to make the process easier for both employees and managers as well as the HR department. More functionality improvements vs esthetics as the platform already looks great. More ways for a manager to be involved with their employees without having to add separate module.

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

Incentivized

• isolved is incredibly accurate and effective for processing out payroll and executing payment of wages. isolved is incredibly accurate and effective for processing out payroll and executing payments for wages.
• The system enables employees to access their own data and perform their own leave management and pay maintenance without risk.
• The data analysis and reporting/data export functions are second to none. It allows access to and manipulation of fully relational employee records and information.

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

• More reminder notifications would be great!
• A way to email hiring managers and our IT department at the same time with a template would save us from so much email communication
• Transfer all attached documents such as interview notes from iHired applicants to isolved employee documents would save us time uploading into multiple places

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

Due to the continued problems (time clock disconnects, regular post-update issues) and users' negative attitude, we are unlikely to renew. Another important factor is that TF is US-centric, so it does not account for local Philippine specifics, which is important to us.

It is very intuitive and user friendly. iSolved is always updating and improving things before they even become a problem. I like how they inform us of the new updates and provide us with the details of what is changing and how it will improve the usuage.

Payroll due dates and send to us at the beginning of the year, with email reminders for holidays. The support email address is fairly fast, within 24-48 hours. But if something is needed immediately, I can just call and they help me out right then.

Incentivized

We do not use the integration, so we have a csv file that I upload manually for payroll. That is our decision based on the software at our restaurants. Pages loaded fairly quickly, but reports to pdf lag about 15-20 seconds

Incentivized

Super supportive and courteous. The initial set up and integration process was great. They helped every step of the way. They are great to get a hold of by email or phone and will find a solution. I have never run into any issues that they couldn't resolve. They make it easy to add or change processes when needed.

All over the phone, but it was comprehensive.

Incentivized

We loved taking the course, we went through most of them before we went live and I believe that was very helpful. The online training helped us learn to navigate in the program. We still refer to the training and assign our managers and supervisors to it as well. I highly recommend using it. We have also been able to attend the Connect Conferences with are extremely valuable and we learn tips and tricks to help us better utilize our system.

The system was very cumbersome setting up as well as time consuming. There were times I just wanted to walk away and sometimes I did have to get up and walk away for a break and come back with a fresh perspective. The setup took me over a period of two to three months getting it to serve the purposes that we needed it two. I am very intuitive when it comes to computer software however getting all the right buttons checked in order for it to do what I needed didn't always work.

I used the other platforms in previous companies. isolved was in place when I started here 3 years ago. I found the system effective for the amount of staff we have. In previous roles I worked with larger groups and I am not sure in a restaurant industry or company of 1500 employees isolved is the right fit.

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

We are a company of about 135 people at 9 locations in 2 towns. We were able to set locations and departments, and also have each location seperate so only that manager can see their employees.

Incentivized

• Electronic Timecards in the app - less room for error manually figuring punch cards and better use of time management.
• Available Reports streamline my workload - Employee data, payroll records all at the click of a button in a report. Weekly, Quarterly and Year End data is easy access for all companies on one site.
• 90% Positive 10% negative on using personal cell phones for the app to clock in and out. Can't make everyone happy 100% of the time... we try though!
• Positive impact on employees with the security settings on their phone. They didn't like the hassle in the beginning, but understood why it was important to protect their data.

• 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