PlanSource reviews

3.5

60% would recommend to a friend

(78 total reviews)
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Mike Morini

56% approve of CEO

57% positive business outlook

Reviews by job title

78 reviews

Reviews about "Compensation"

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4.0
Oct 23, 2025

Innovative company with leadership team focused on growth

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

The leadership team is approachable and provide transparency around the strategic direction of the company. They reinforce the company culture and values through town halls, recognition programs and Employee Resource Groups (ERGs). Direct managers care about personal and professional growth, work-life balance and have high expectations of job performance.

Cons

The company is scaling quickly and experiencing growing pains as shifting priorities and responsibilities realign with long term strategy and new leadership.

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PlanSource Response
7mo
Thank you for taking the time to share such a thoughtful review! We're thrilled to hear that your experience reflects the approachability and transparency of our leadership team. It's great to know that initiatives like town halls, recognition programs and ERGs are resonating with you - they're key to how we stay connected and aligned as One Team. Scaling at this pace means we're continuously refining our structure and priorities to best support our long-term strategy. We're grateful for team members like you who embrace that evolution and help us shape what's next. Thank you again being part of the PlanSource journey and for contributing to the culture and collaboration that make our success possible. - The PlanSource Team
4.0
Aug 13, 2025
Recommend
CEO approval
Business Outlook

Pros

The HR team is one of a kind - the leadership of Jodie Ortiz is unmatched by any other individual in the company and PlanSource is lucky to have her!

Cons

The compensation could be more competitive - not only for HR team but for other lower leveled employees.

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PlanSource Response
8mo
Thank you for taking the time to share your experience and for the kind words about your team. We're thrilled to hear that your time at PlanSource was positively shaped by the leadership who strive to be supportive, impactful and committed to empowing others and it's wonderful to know that stood out during your experience. We also appreciate your honest feedback regarding compensation. We recognize that competitive pay is a critical part of the employee experience and continue to review our practices to ensure fairness and alignment with market trends. We wish you all the best in your next chapter and are grateful that you've been part of the PlanSource story.
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.
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