PlanSource BenefitsOne is an employee benefits engagement platform, from PlanSource headquartered in Orlando, Florida. The solution presents streamlined workflows and real-time integrations, as well as a mobile-friendly enrollment experience that’s designed to maximize HR efficiency and plan adoption.
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UKG Pro
Score 7.5 out of 10
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UKG delivers cloud-based HCM solutions including UKG Pro that help businesses simplify payroll computations, accelerate talent acquisition, manage time and attendance, and support proactive, strategic talent management on a global level.
I would say, well, I don't want to focus on less appropriate. I want to be well suited. I really feel like if the transparency with our count rep and then just diving in onto how to problem solve and how to troubleshoot, I think that's most important with that.
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.
UKG has an amazing support team to reach out to if assistance is needed
All add-ons of UKG Pro integrate seamlessly making it a powerful software program
UKG Pro is very configurable to meet the specific needs of companies
It is easy to use and navigate
The mobile app is loved by all employees and provides on-demand access
The Ultimate Community is amazing!! On-demand information on all products and how they are used. Connect with other companies that use UKG Pro and learn from each other.
The Learning Centre is also amazing!! Learning right at your fingertips anytime, anywhere.
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.
Offer a fully integrated reporting solution that pulls from all modules versus a separate analytics tool in each module.
Ability to use the ideas UKG Pro presents without being forced into specific modules. Ex Provide a Learning space where ANY learning platform the customer chooses plugs in, a Recruiting/Onboarding Space where ANY platform will plug in, EE Engagement, Performance, ... then the data connects to the data points within the architecture. With this model, anyone would be able to use the Career Designer versus limited to only those who have the perfect combination of products. This is just an example. Many times the products are created by UKG Pro that are amazing, then comes the "You must have A, B, C, D modules to use it" which excludes many customers and limits UKG Pro's selling potential.
At my last organization, we had what was formerly referred to as a "Global" account rep. This person had very limited amount of clients, we met on every case. They delegated our cases immediately in products outside of core to the same team member from that product. Our response time was usually less than one day. It was the best customer service I have had in 10 years as a client. Why is this model not looked at for everyone versus 3 different reps. This one person handled everything except sales. IT was beautiful. We met weekly. We never had cases go beyond a few days unless a JIRA was in play. Customer Service matters so much where many companies sell similar technology.
Org Chart - Executives would like the ability to stage movement and budget to see what the org would look like in a reorg planning. There is no ability to move, rearrange, export to different applications like PowerPoint.
The only reason that I give a 9 rather than a 10 is because, while I am an influencer in the decision making process, the final decision to renew vendor relationships is by committee. If the final decision is up to me, Independent Bank would be a partner with Ultimate Software for the rest of my career.
It gets the job done, but not with a few deep sighs. Once you know where stuff lives, it's manageable, but the first learning curve is steep, some menus feel buried. However, it's consistent, reliable and doesn't crash on me, which counts for a lot. With a little UI glow up it could push into a 9 zone.
Our up time has been 100% in the 2 and half years as I recall. We have had between 5 to 10 situations where Ultimate proactively advised us that there were global system issues and provide us with updates status until the issue has been resolved. I do not recall any internal incidents from our employees about an inability to access the system of UltiPro
Normally UKG Pro loads quickly. We had been having major issues with reports running in a timely manner but recently they broke out our virtual server to another instance where is wasn't sharing resources and that seems to have helped reporting run more efficiently.
The quality of UKG Support is related directly to the UKG rep. who handles the issue. In some cases you get someone who really is good at supporting the product and others may not have as much experience and it shows
I've been to a few in-person (hands on) training sessions and it is very similar to the online classes. You have the same reference material to look back on after the training. So regardless of in person training or online you really get the same thing.
Most of the online training was very generic (to be expected) but we had specific requirements for configuration that could have been better addressed with more individual sessions earlier on from our project team. However, we did finally begin booking training sessions with our implementation team which were recorded, and so provided additional information for how to correctly configure and test the system.
UltiPro made it very easy to implement. I implemented UltiPro on my own (as we were short-handed), in addition to my other duties, and was able to stay on track with our original implementation timeline. The process is laid out in a very detailed method. This was by far the most thorough and easiest implementation that I have been through
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.
We used ADP WFN prior to switching to UKG. We interviewed three different payroll companies to see what our options were. UKG stood out and aligned with our company values. The sales team was very helpful and asked questions about what we were currently doing and how they could assist with simplifying things. I personally had a side meeting with them to see if there were options for a process that we manually process and if UKG could actually eliminate the process. We came to the conclusion that we weren't able to get it 100%, but we could pull 80% of what we needed from UKG, and then we would only need to manipulate 20% of the information. It was also determined from that meeting that we wouldn't need to pay extra to have a special report built. The customer service is what we were sold on. The other companies that we looked at didn't give us the confidence that their customer service would be any better than what we previously had.
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.
My company acquired another company, and with a UKG partner, we were able to bring them online in UKG within two months of the acquisition date.
When COVID sent us remote, we could configure custom fields to track vaccination status.
The C-suite can get custom reports done in minutes, or ours, where our previous HRIS would have taken days to accomplish, as data would have had to have been exported to Excel and then manipulated inside Excel.
UKG has allowed to go virtual paper free as both a candidate and employee.
