--- description: PlanSource : avantages et inconvénients. Lisez les avis clients, consultez les prix et découvrez les fonctionnalités. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: PlanSource - Avis, notes, prix et abonnements - Capterra Canada 2026 --- Breadcrumb: [Accueil](/) > [Logiciels de gestion des avantages sociaux](/directory/10025/benefits-administration/software) > [PlanSource](/software/141264/plansource) # PlanSource Canonical: https://fr.capterra.ca/software/141264/plansource Page : 1/2\ Suivant: [Page suivante](https://fr.capterra.ca/software/141264/plansource?page=2) > PlanSource fournit une solution logicielle et de services flexible et complète pour l'administration des prestations et le HCM (Human Capital Management). > > Conclusion : 15 utilisateurs lui ont donné la note de **3.9/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**. ----- ## Présentation ### Qui utilise PlanSource? PlanSource travaille en partenariat avec des courtiers pour les groupes de petite, moyenne et grande taille dans plusieurs secteurs. ## Statistiques et notes | Métrique | Notation | En détail | | **Note globale** | **3.9/5** | 15 Avis | | Simplicité | 3.7/5 | D'après l'ensemble des avis | | Support client | 3.4/5 | D'après l'ensemble des avis | | Rapport qualité-prix | 3.5/5 | D'après l'ensemble des avis | | Fonctionnalités | 3.9/5 | D'après l'ensemble des avis | | Pourcentage de recommandation | 80% | (8/10 Probabilité de recommander le produit) | ## À propos du vendeur - **Entreprise**: PlanSource - **Pays**: Orlando, É.-U. - **Fondé**: 2008 ## Contexte commercial - **À partir de**: 2,00 $ US - **Public cible**: 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000, 5 001–10 000, 10 000+ - **Déploiement et plateformes**: Cloud, SaaS, web, Android (mobile), iPhone (mobile), iPad (mobile) - **Langues**: anglais, espagnol - **Pays disponibles**: Porto Rico, États-Unis, îles Vierges américaines ## Fonctionnalités - Administration COBRA - Administration d'assurance vie - Administration de l'assurance maladie - Conforme HIPAA - Gestion de la conformité - Gestion de la déduction - Gestion de la paie - Gestion des avantages - Gestion des avantages des employés - Gestion des employés - Gestion des fournisseurs - Gestion du recrutement - Inscriptions aux avantages en ligne - Intégration des employés - Rapports ACA - Tableau de bord - Tableau de bord des avantages ## Intégrations (4 au total) - BambooHR - Oracle Fusion Cloud HCM - Paycor - UKG Pro ## Ressources d'aide - Service client/courriel - FAQ/forums - Base de connaissances - Support téléphonique - Chat/Clavardage ## Category - [Logiciels de gestion des avantages sociaux](https://fr.capterra.ca/directory/10025/benefits-administration/software) ## Catégories connexes - [Logiciels de gestion des avantages sociaux](https://fr.capterra.ca/directory/10025/benefits-administration/software) - [Solutions HR](https://fr.capterra.ca/directory/31064/hr-analytics/software) - [Logiciels pour consultants RH](https://fr.capterra.ca/directory/32442/peo/software) ## Logiciels similaires 1. [Connecteam](https://fr.capterra.ca/software/153140/connecteam) — 4.6/5 (5058 reviews) 2. [BambooHR](https://fr.capterra.ca/software/110968/bamboohr) — 4.6/5 (3108 reviews) 3. [Paylocity](https://fr.capterra.ca/software/86714/webpay) — 4.3/5 (1822 reviews) 4. [Paycor](https://fr.capterra.ca/software/133745/paycor-perform) — 4.3/5 (3033 reviews) 5. [HiBob](https://fr.capterra.ca/software/156106/hibob) — 4.6/5 (175 reviews) ## Avis ### "Plansource has helped us comply with the ACA and move our benefits enrollment from paper to online." — 5.0/5 > **Scott** | *30 janvier 2018* | Transport routier/ferroviaire | Taux de recommandation : 9.0/10 > > **Avantages**: Continuing to improve the software with frequent releases/updates. Has helped us better manage our benefits and took us from paper benefits enrollment to online. Also has simplified our billing process with our insurance vendors. > > **Inconvénients**: Initial integration was a little bumpy. When we first started using Plansource it was a little behind a few other solutions from a feature standpoint, but I believe they have caught up\! > > ACA compliance, online experience for employees (instead of paper), and improved billing reconciliation with our vendors. ----- ### "PlanSource review for HR Directors or Benefit Coordinators" — 4.0/5 > **Maci** | *22 novembre 2021* | Hôpitaux et soins de santé | Taux de recommandation : 10.0/10 > > **Avantages**: Starting in this position as a new graduate, I was unfamiliar with the benefit enrollment function. My trainer showed me how our company utilizes PlanSource and I was all game from the first day. I can easily search any employee I have and very quickly see their current benefits, eligibility and premiums. > > **Inconvénients**: My least liked feature was the document library. I could never find what I was looking for. Turns out... our benefits broker just hadn't uploaded our company specific documents. Everything is uploaded now and I reference that library frequently. > > Onboarding and offboarding through the changing turnovers that we currently experience in healthcare right now is made easier by PlanSource. We currently have 171 employees and that number fluctuates every day. PlanSource is the reason I can keep up with on and offboarding. ----- ### "Lots of promises that fell through" — 3.0/5 > **Leah** | *3 juin 2020* | Télécommunications | Taux de recommandation : 3.0/10 > > **Avantages**: Pros: - integrates with UltiPro - You can make custom benefit pages, but those go away after enrollment, so get ready to make handouts with the same information for your employees. I love doing the same work twice. > > **Inconvénients**: Cons: Implementation: - Implementation went past schedule by 3 months because of errors setting up our benefits. - EDI took 4 months to set up, some of which were abandoned, multiple times. - implementation ran in to open enrollment period. The implementation team stopped working on benefits for initial implementation and said that they were changing during open enrollment so they would only focus on those benefits. So manual processes for admin for 3 months. - implementation team does your uploads, get ready to redo those. Data was uploaded in to "user defined" (aka custom fields) with wrong data, but uploaded correctly in the benefit field. This made it a joy to audit and correct, which fell on the benefit admin. Implementation team did not offer to correct. System: - doesn't allow benefit information on each product to be accessible after enrollment. Meaning your employees can not access this information - doesn't allow for benefits that rate have to be manually managed. Have a vendor that doesn't a rate table or is custom, they can't support that. - Doesn't really allow custom benefits, i.e. different classes of life insurance with different rules, so get ready to change your benefits - system is slow, my assumption is because of the integration in UltiPro - for $20,000, I have a broken system and am still doing manual work that I was told could be automated - way too many clicks per benefit selection. Get ready to click 4 times for each benefit > > \-7 months later and my initial implementation is not finalized. I am in open enrollment and fixing way too much stuff. -The benefit codes that were set up in UltiPro take a PhD to understand. -The reporting feature which was sold as this amazing feature, actually is terrible. Want to move your column arrangement? Get ready to remove all the fields and add the again in the order. What happened to dragging the column to the order you need it in? I could go on for days, but I think you get the point. I did a lot of research and asked a lot of questions before getting this system. I felt so confident that this was going to make my administrative tasks with benefits an ease, that unfortunately is not the case. ----- ### "Good product, not enough knowledgeable support or client education" — 4.0/5 > **Melinda** | *8 décembre 2016* | Taux de recommandation : 6.0/10 > > I have used this software for almost 7 years -- it is vast and expansive in its capabilities. Its reporting system alone seems to be able to manipulate your data in any way possible you could ever need. The payroll interface is simple as is the benefits. The problem I face most with this is the support by the company. The training on how to use their reporting system and its vast capabilities are lacking. If I have problems and contact their customer service team, I often find myself explaining to them the finer details of how a simple interface, such as PTO setup, works in regards to the detail or assistance I need. I don't know if they are growing too fast and don't have the staff support to keep up or their staff just isn't up to speed on their product as they need to be. I find myself leaning on the team for support less and less. Additionally, there are many things in the system that occur (bugs, known issues etc) that just don't make sense. Plansource recommends vendors for you to use for other pieces of your business that are 'built to flow' to their systems. However, we find that they don't actually capture all of the information that's needed and take all parts into consideration. We are using this recommended vendor and yet still have to do our own workarounds to make their 'flow of information' between systems complete. That being said when there is an issue that they have erred on - they do go above and beyond to correct it. ----- ### "I have been utilizing the PlanSource platform for over 4 years now." — 5.0/5 > **Tammi** | *21 août 2017* | Assurance | Taux de recommandation : 9.0/10 > > **Avantages**: We utilize the system to manage our robust benefit package. It easily maintains each person's elections, sends a data feed to each of the carriers, and does this all without paper\! Open enrollment is so much simpler, and there are fewer errors. While the customer support has had some growing pains, I believe we are over that hurdle. Response time is great and the relationships formed with key administrators has helped us work through our complicated program. > > **Inconvénients**: I am looking forward to the new user interface that will make the site more responsive to the device the employees are using. There are times that people just do not "page down" and then they miss important information. ----- Page : 1/2\ Suivant: [Page suivante](https://fr.capterra.ca/software/141264/plansource?page=2) ## Liens - [Afficher sur Capterra](https://fr.capterra.ca/software/141264/plansource) ## Cette page est disponible dans les langues suivantes. | Langue | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | ----- ## Données structurées