PlanSource Reviews

3.5

59% would recommend to a friend

(387 total reviews)
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Mike Morini

56% approve of CEO

56% positive business outlook

PlanSource has an employee rating of 3.5 out of 5 stars, based on 387 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 (3.9 stars).

Reviews by job title

387 reviews
1.0
11 May 2024
Recommend
CEO approval
Business outlook

Pros

Snacks provided when forced to work in person.

Cons

Every negative review before this is true, and sadly not much else can be said. However the newest CON comes from our management team at the direction of Executive Leadership regarding “Unlimited PTO”. Our team was just informed a few months into the plan year that any time off requests over 4 weeks total for the entire year (this includes vacation, sick, and wellness time) will be DENIED. To be clear, the previous PTO policy where time was accrued would have allowed for employees to take this much time if not more based on their seniority with the company. Members of my team would be eligible for 5+ weeks of time off previously, but are now being forced to make up sick time for emergencies since they are hourly where time is tracked more closely opposed to salaried employees. It’s very troubling to learn internally that other teams have exceeded this threshold and are not being held to the same restriction. Additionally, the majority of colleagues I work with (including myself) all received less than 1% merit increases, even though we have been top performers on our teams.

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PlanSource Response
2y
Thank you for taking time to leave a review, we appreciate all feedback and would like to take a moment to respond to several of the points you made. We understand how important time off is for our employees and one of our great benefits is our Unlimited Time Off policy. Unlimited Paid Time Off (PTO) is a policy that allows employees to take time off without a predetermined limit on the number of days they can use. Unlike traditional PTO, where employees start with a fixed number of days, unlimited PTO gives employees the freedom to decide their leave duration throughout the year. However, this doesn’t mean unlimited absenteeism. Managers still have discretion in approving leave requests, and our hope is employees respect this policy. The focus remains on productivity and maintaining a healthy work-life balance. Our current policy encourages employees to take at minimum 10 days of vacation time (with at least 5 days of that time taken consecutively to allow for rest and recharge). We encourage employees to take as much time as desire, so long as their work expectations and their teams needs are being met. If you have concerns about a request that was denied, I encourage you to reach out to me or HR so that we can discuss your feedback at detail. Lastly, I’d like to address your comment about the merit increases. Our pay-for-performance culture is one that strives to provide increased merit to our highest performers. If you have questions on how your performance is measuring up, we encourage you to schedule some time to have an open conversation with your manager or HR. We understand there have been a lot of changes this year, but we hope that employees are seeing the progress our leaders are making to be transparent and communicate in an open fashion. I appreciate your feedback and would welcome a conversation to discuss in more detail. Thank you, Alan Primeaux Chief Operating Officer
1.0
6 Aug 2024
Recommend
CEO approval
Business outlook

Pros

Direct management was fantastic, understanding, and accommodating when PS as a whole was not.

Cons

I've been with PlanSource a few years. I've heard that the company was fantastic to work for with incredible opportunities. That certainly is not the case anymore. PlanSource's leadership team has shown time and time again that it does not care about the happiness and wellbeing of it's lower level employees. The Executive Leadership Team (ELT) has shown this as recently as today where our new CEO went on a tirade full of disrespectful tones and by carpet bombing swear words throughout. The reason for being upset? He saw negative Glass Door reviews. This single action perfectly encapsulates the kind of treatment PS advocates for and is only getting more and more abusive by the day. The pay is trash; and the most recent round of increases gave you a 90% chance to get a 1% raise, regardless of how well your performance is marked. Raises seem to given based more on favoritism rather than merit. The fact that this is even an opportunity in 2024 is insane. This company is a sinking ship and is more concerned with filling it's cargo by squeezing their clients for every penny they're worth than fixing the gaping holes in it's hull.

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PlanSource Response
1y
We’d like to address a few of the comments in your review. PlanSource is a great place to work, and our new leadership firmly believes our culture and customers are a priority. Our leadership team is committed to being transparent and we are asking the same from our employees. We want people to be here that want to be a part of a winning culture and feel comfortable voicing concerns internally so we can take appropriate steps as needed. Our pay for performance philosophy is comparable to, and in many cases, leads industry standards. It continues to be an important part of the way PlanSource recognizes the work of our team members who make a positive impact to our clients each day. Additionally, I can assure you the company is not a sinking ship and is doing well. We value our customers and employees and continually listen to feedback to improve. I would encourage you to reach out to an executive team member or HR to discuss your concerns in detail, we would welcome the opportunity. Sharon Brand Chief People Officer
1.0
10 Mar 2024

Danger

Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Used to be really good

Cons

As you can read above in other messages, PlanSource is pushing to 2 days a week. Let me elaborate on here why this so problematic, made me update my resume, and has me desperately looking for another job. As you can read in the responses to other messages, “last enrollment was the best ever”. In fact, the company has been on an upwards trend over the last 3 years. We’ve also been fully remote the last three years. COVID is still very much a thing, being in the office means that all commutable illnesses can spread, the company loses the ability to hire anybody that lives too far away from the offices, employees have been more productive working from home (because people can work late if necessary at home, but staying late in the office means walking alone at night in downtown Orlando with a laptop strapped to your arm), costs increase for both the company and the employees by coming in office, etc. So why the push to come in office? We are told that our job requires collaboration, and for that reason, in office is mandatory. That is the only explanation given, while completely ignoring the above. I will only speak for myself here, but the aggressiveness and lack of awareness behind this move makes me horribly uncomfortable. If the company pushed for five days a week in office company wide and had justifiable reason for the push, that would be perfectly fine. If the company had said, “Last year, performance was down considerably and every metric shows that remote work is to blame. I know that (address concerns above) are to be considered, but another year like 2023 can make us all unemployed. We tried remote work; it failed…” and it would be hard to argue with that decision. The response we got was more, “We are doing this, if you don’t like it, there’s the door”. Additionally, I have seen responses that say, “I would love to speak to you in person about your concerns,” but the way this was rolled out while ignoring all concerns with the rollout, the fact that this move appears to be all downsides with the only “positive” being that “we can collaborate better in person” (meaning that we had, according to Tom Signorello’s LinkedIn profile, 18% YoY growth while working remote, not been collaborating up to this point) along with the aggressiveness behind the move (will be covered in “Advice for Management” portion) makes me believe that talking openly about my concerns in a non-anonymous format would lead to my dismissal. This was a great place to work, but I challenge PlanSource to send out employee surveys now. I would be very curious to see how this change has changed people’s opinions.

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PlanSource Response
2y
Thank you for taking the time to share your perspectives on our Operations Team and recent decision to transition to two days a week in the office. Your feedback is appreciated as we navigate this change. We, along with many companies, have considered what return to office might look like and have decided based on what is important to the business. We have listened to the unique perspectives of our clients, leaders and team members. This decision is based on how we can best support the development of our team members, deliver exceptional client service and still allow the flexibility which is so important to our teams. • We acknowledge that remote work has been successful for the company over the past three years. It has allowed flexibility, and, in some cases, increased productivity during the ongoing pandemic. • We also recognize the importance of collaboration. There is indisputable evidence that face-to-face interactions can indeed foster creativity and teamwork. Our move to a hybrid work model combines the best of both worlds. It allows for in-person collaboration while preserving the advantages of work from home. Employees can exercise flexibility which promotes better work-life balance and mental health. We would like our teams to remain with us and be a part of delivering our amazing product, though ultimately, it is a company decision, and we understand it may not be one that every Operations team member is willing to join us on. Looking ahead, we envision a successful future where our teams thrive, innovation flourishes, and our collective well-being remains a priority. Thank you for your dedication to PlanSource. Open communication is essential, and your insights contribute to our growth. If you have any further questions, I encourage you to speak to your leader or HR. We would welcome the opportunity to discuss this. -Sharon Brand, Chief People Officer
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