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      PlanSource

      Engaged Employer

      PlanSource reviews

      3.5

      60% would recommend to a friend

      (389 total reviews)
      avatar

      Mike Morini

      56% approve of CEO

      57% positive business outlook

      Ratings by demographic groups

      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
      Mar 27, 2020

      Best job of my career

      Senior sales consultant
      Recommend
      CEO approval
      Business Outlook

      Pros

      When I joined the company nearly three years ago, we had lots of growing pains. However, the leadership listened to the employees and worked very hard to improve critical areas like recruiting, on-boarding, compensation plans, etc. Then, when we were purchased by Vista a year ago, we started to see even more improvements to help us grow as individuals and as a company. Dayne Williams and his leadership team are everything. Our leadership, including Vista, care about the growth and success of this company. And they know that if you take care of the employees, the employees step up and deliver. We still have a few growing pains, but I see us working daily to make improvements for the employees and our customers. No joke - for me - best job I have had in my entire career.

      Cons

      Today we are still working on capacity planning just like every other company in our industry (seasonal business). Our implementation process has been an issue in the past but we have a new leader in place who is making daily improvements. Still short-staffed in some areas but our recruiters are working very hard to fill those positions before our busiest season. Failure to do so will but extra strain on our existing team.

      avatar
      PlanSource Response
      6y
      Wow - thanks so much for not only this stellar review, but for your 3+ years of service with the PlanSource team! Since we were acquired by Vista, it's been great to see so many amazing and positive changes, as you've listed above - and more exciting things are on the horizon! Thank you so much for all you do and all you have done. Also, we appreciate the fantastic advice you've given and we will address this with the Executive Leadership Team to continue to be one of the Best Places to Work! After all, it is only through our amazing employees such as yourself who make us one of the Best Places to Work. Thank you so much - we are so lucky to have you!
      5.0
      Mar 26, 2020

      Valued employee, apart of the team!

      Anonymous employee
      Recommend
      CEO approval
      Business Outlook

      Pros

      PlanSource does a great job engaging their remote employees and making them feel a part of the activity and conversations that take place every day in the physical office. My manager/team leverages many tools to ensure transparency, communication and a team environment. PlanSource has made available to us several communication, video and project management tools such as, Trello, Slack, Jabber and Webex. These tools keep me connected to the team and engaged. I have had such a positive experience here so far and I am very happy.

      Cons

      The benefits package leaves a lot to desire. As one example, dental is expensive but doesn't cover the cost of x-rays.

      avatar
      PlanSource Response
      6y
      Hey there! Thank you so much for your phenomenal review! I am so thrilled to hear you are feeling valued and apart of the team, albeit working remotely. We are completely ecstatic that you've had such a positive experience thus far and we hope to continue to WOW you! Also, thanks for the feedback on our benefits package. We are always re-calibrating what we feel our employees want/need; therefore, I encourage you to reach out to our HR Internal team and drop them a note regarding what you'd like to see changed. We are so happy to have you on our creative marketing team!
      2.0
      Dec 28, 2019

      Good company, but implementation has a real issue with being understaffed

      Anonymous employee
      Recommend
      CEO approval
      Business Outlook

      Pros

      Great company culture and my team was great.

      Cons

      Very heavy workload, practically no training and too understaffed.

      avatar
      PlanSource Response
      6y
      I am sorry to hear of your experience. Q4 is always our busiest season, so that is why we offer in-office massages, wellness programs, and providing food and snacks to help during the busy season. While I am glad you see how great our company culture is and how helpful and amazing our employees are, I am sorry that you did not feel the same. I hope you'll reach out to the HR teams in the future and let them know (even if just to vent) so we can help our valued employees in the future. We wish you the best of luck in your future endeavors, and thank you for all you did to support PlanSource.
      Viewing 214 - 216 of 389 Reviews
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      ReviewsPlanSource 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.