PlanSource reviews

3.5

60% would recommend to a friend

(388 total reviews)
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Mike Morini

56% approve of CEO

57% positive business outlook

PlanSource has an employee rating of 3.5 out of 5 stars, based on 388 company reviews on Glassdoor which indicates that most employees have a good working experience there. The PlanSource employee rating is in line with the average (within 1 standard deviation) for employers within the Information Technology industry (3.7 stars).

Reviews by job title

388 reviews
1.0
May 16, 2025

Just Don't Do It

Recommend
CEO approval
Business Outlook

Pros

The coworkers below the management level are wonderful people.

Cons

Literally everything else. And I don't want this to come across as dramatic and a statement to be ignored. No, it is important for me to stress the point that this company is absolutely terrible to its employees. It can be subtle at times, but every day at this miserable place was an office politics war. There was no training of any substantial note, but if you didn't know something it was somehow your fault. Management was never afraid to publicly shame people in department wide chats if they asked a question they dreamed "dumb" or if they jumped into a middle of a conversation they weren't fully apprised on and immediately came up with "solutions" that had already been proposed and disproved or the original as we had already tried. Management would always talk down to you if you didn't know something or perceived that you didn't know something based on misunderstanding what was asked. This can be illustrated by the way the responses to reviews on here by leadership never actually respond to the crux of the issues addressed. They simply give a canned response about how things are changing and take no responsibility for the hardship they have made their employees endure. All of this is to say that people are promoted into management positions and given no actual management training, particularly how to handle and appropriately interact with other employees. And if they aren't promoted because they were someone's favorite, they are hired in from outside and have no respect for the existing values that had existed in the past of the company. Change is good... Sometimes. If it is measured and planned. Change is never any of these things at PlanSource. No one in this company knows how to source good data for metrics, nor do they care if the bad data means literally everyone in a department failed a metric due to bad data or data collection. In fact, they will tell everyone to mark it as "needs improvement" on their goals and falsely lower everyone's scores so they don't qualify for as big of a bonus or raise, rather than admitting it was a bad metric and removing it from the goals. Any time a process is changed you get a quick blurb in an email and boy just cross your fingers you don't lose it because nothing is every documented here. Yet another reason why training is so bad. And if you bring any of these concerns up, it is somehow YOU being negative and uncooperative. Feedback is not actually accepted here, despite the fact that management will say that it is like it's their mantra. If you give feedback, they will immediately get defensive and you're labelled as disruptive and given a bad reputation. Management never stops to consider that you might not have meant something in the way they understood it or that they were wrong initially. It is always the blame game. They will not accommodate for different ways of thinking. I am aware that this is a very strongly worded review and I might seem biased, but you can see the other reviews that all say the same things in one way or another. We are not colluding to create bad reviews for this company, I do not know who wrote those reviews. I just know that they are RIGHT. It is not worth it to take a job for these people. On top of all of the above, the pay is also terrible. And good luck getting your "variable compensation " that they probably promised you was "easy" or "basically guaranteed" in your interviews. They do everything to ding you for things that are out of your control or shouldn't be your responsibility. You will not see that money, nor will you ever see any significant raises. It's the worst kept secret that raises for promotions are capped. You can be promoted up a couple of levels and still make a terrible salary because you started with a low salary. There are many, countless other things I could be discussing as well. Such as, the fact that PlanSource relies heavily on cheap overseas labor that isn't properly trained and isn't held to the same standard of accountability (not that this is necessarily their fault, but rather the fault of the organization on how it manages those teams). I could also talk about the fact that the CEO is abusive and overbearing, but other reviews have gone into those details. All in all, there was nothing positive about my time at this place. And I only stayed as long as I did because the job market was tough. It is completely demoralizing to be trying your best and have nothing but negativity and blame thrown back at you day in and day out. Do not recommend even to my worst enemy.

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PlanSource Response
1y
Thank you for taking the time to share your feedback. We’re genuinely sorry to hear that your experience at PlanSource didn’t reflect the culture we strive for every day. We understand that organizational change—especially during periods of transformation—can be challenging, and we’re committed to ensuring that such transitions are handled with transparency, support, and care for our team members. The concerns you raised around training, communication, and leadership are taken seriously. These areas have been—and continue to be—important focus points for us. We’re actively investing in leadership development, enhancing employee onboarding and training, and refining how we gather and act on internal feedback so we can better support both individual and team success. While no organization is perfect, we are proud of the work we’re doing to foster an environment where people feel heard, respected, and empowered to grow. Your voice—along with those of current and former team members—plays an important role in helping us continually improve. Thank you for your contributions during your time at PlanSource. We wish you the very best in your future endeavors and remain committed to creating a thriving, inclusive workplace for all.
2.0
Dec 16, 2024
Recommend
CEO approval
Business Outlook

Pros

Great Middle Management and Benefits

Cons

Pay is below industry average Commissions never paid on Time Leadership prioritizes pre-existing relationships over performance. Long-term employees not valued and most have been pushed out. Very likely to be sold in 2025

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PlanSource Response
1y
Thank you for sharing your feedback. We are grateful for your candid comments and take all feedback seriously, as it helps us identify opportunities to grow and better support our employees. We regularly review our pay and recognition practices to assure we pay for performance and share appreciation for higher performers and long-term team members. We also understand how crucial timely and accurate commission payments are and based on feedback, we are actively working on improving our processes and systems to address this concern. Our focus remains on building a sustainable and thriving organization for both our employees and customers. Listening to our employees is integral to our success, and we leverage open communication through multiple channels to ensure all voices are heard. Thank you again for your feedback. PlanSource HR
Viewing 49 - 51 of 388 Reviews

Glassdoor has 411 PlanSource reviews submitted anonymously by PlanSource employees. Read employee reviews and ratings on Glassdoor to decide if PlanSource is right for you.