PlanSource reviews

3.5

60% would recommend to a friend

(389 total reviews)
avatar

Mike Morini

56% approve of CEO

57% positive business outlook

PlanSource has an employee rating of 3.5 out of 5 stars, based on 389 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

389 reviews
5.0
Oct 15, 2025

Great place to work

Recommend
CEO approval
Business Outlook

Pros

Team work and collaboration with in the implementation department.

Cons

Workload is heavy but help is plentiful so it is really not a con

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PlanSource Response
8mo
We're delighted to hear your experience at PlanSource has been so positive! We're so glad to hear that teamwork and collaboration stood out during your time with the implementation department. At PlanSource, we believe our people are our greatest strength and it's wonderful to know that sense of support and partnership made an impact on your experience. We appreciate your note about workload - our teams often balance a fast-paced environment with a strong commitment to helping one another and we're proud to see that collaboration shine through. Thank you again for your three-plus years with PlanSource and for contributing to our culture of teamwork and shared success. We wish you all the best in your next chapter! - 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.
4.0
Aug 3, 2025

Sharp group of leaders with a strong momentum forward

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

- Actually really strong tech in an industry that is lacking innovation - Friendly, driven and really sharp group of leaders that are bringing on really strong talent

Cons

- Working to undo some negative brand perception due to prior leadership

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PlanSource Response
9mo
Thank you for sharing your feedback and for being part of the PlanSource team! We're thrilled to hear that you're experiencing the positive momentum and leadership alignment that are helping drive us forward. As you noted, our industry has long lacked innovation - and we're proud to be building tech-forward solutions that truly make a difference for our clients and their employees. We're especially glad that the talent and leadership you've encountered have made a strong impression. Investing in exceptional people and empowering them to lead with purpose is a core part of our strategy. We also appreciate your candid note on brand perception. We acknowledge the impact of past leadership and are committed to shaping a future that reflects our values of transparency, innovation and continuous improvement. Thank you again for your throughtful review - we're excited for what's ahead and grateful to have you on the journey with us. - The PlanSource Team
Viewing 175 - 177 of 389 Reviews

Glassdoor has 412 PlanSource reviews submitted anonymously by PlanSource employees. Read employee reviews and ratings on Glassdoor to decide if PlanSource is right for you.