PlanSource reviews

3.5

60% would recommend to a friend

(389 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 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
1.0
Mar 10, 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
5.0
Feb 27, 2024
Recommend
CEO approval
Business Outlook

Pros

Great balance for work and personal

Cons

None that I can think of

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PlanSource Response
2y
Thank you for taking the time to write about your experience with PlanSource! Providing work/life balance to our employees is one of our top priorities, and we are glad you are able to accomplish such. Jodie Ortiz - Sr Director, Human Resources
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