Home > HR Management Software > Paylocity > Paylocity vs Workterra

Paylocity vs Workterra

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Our analysts compared Paylocity vs Workterra based on data from our 400+ point analysis of HR Management Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features User Ratings Analyst Summary Screenshots
Paylocity Software Tool
Workterra Software Tool
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Product Basics

Paylocity is an all-in-one cloud payroll solution that enables organizations of every size to execute administrative tasks such as talent acquisition, time and labor management, and other core processes. Its functionality includes multiple configuration options that allow companies to customize according to their needs.

It contains robust security measures such as encryption, real-time backups and secure data centers. It also has a user-friendly mobile app that is compatible with both iOS and Android devices.
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Catering to human resource managers, Workterra simplifies the configuration of benefits administration and enrollment for employees. With its flexibility, reliable reporting and administrative services, it relieves organizations from a variety of industries from the mundane daily activities involved in benefits administration.

Its main attributes include a self-service portal, COBRA administration, health insurance administration, provider management, deduction management and more.
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$19/Employee, Monthly
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$2.75/User, Monthly
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Windows
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Android
Chromebook
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Linux
Android
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Cloud
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Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Streamlined Talent Acquisition: The software is equipped with capabilities that make the recruiting process more manageable. Users can automate tasks, create custom workflows for hiring, post jobs internally, configure applications and post jobs. 
  • Simplified Onboarding: The portal centralizes information to create a simplified process for new hires. It can be configured to gather necessary employee details such as contact info, withholding forms and an employee handbook with e-signature functionality. 
  • Competent Employees: The platform facilitates easy-to-understand training that equips employees with critical skills, regardless of the initial skill set or position. The built-in LMS suite offers multiple methods and formats that fit the user’s preferred learning style. 
  • Compliance Peace of Mind: The software can train users on compliance topics and assess them on a regular basis. It also aggregates news and industry trends into a feed to keep users updated on compliance laws. 
  • Automatic Notifications: Users can easily stay informed with push notifications that automatically send updates about new hires, changes, time off approvals and terminations. 
  • Employee Engagement: The platform offers engagement tools that promote community interactions, gather feedback and support peer recognition. This boosts engagement within teams and across departments, as well as improves productivity. 
  • Administrative Add-Ons: Services like FSAs, HSAs, TMAs and COBRA supplement standard plans with complementary programs, giving employees a wide choice of benefits to meet their specific needs. 
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  • Improved Accuracy: Increase the accuracy of analytics with robust cost calculators, leading to improved decision-making and more efficient workflows. 
  • Reduced Paperwork: Minimize the need for tedious paperwork; record all necessary information securely in a centralized location, with simplified importing and exporting of employee data for reporting. 
  • Accessibility: Keep employees connected on the go. Allow workers to seamlessly upload pictures, update life events and enroll in benefits from virtually anywhere. 
  • Data Security: Ensure security of all personal data, including pay and compensation records. Stores information in a centralized location to avoid data loss or theft. 
  • Personalization: Personalize workflows, content and messaging for employees based on their eligibility. Also, create unique real-time reports according to business requirements. 
  • Invoice Reconciliation: Minimize administrative overhead, ensure accurate payments and track discrepancies with ease. Securely transfer benefit information among departments. 
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  • Payroll: Companies can simplify multiple financial tasks related to payroll with this feature. It automates payroll processes and takes care of tax compliance, expense reimbursements into paychecks, garnishment services and custom reports that derive whatever data that’s needed. It provides employees with the flexibility to access a portion of their earned wages when needed. 
  • Workforce Management: This feature helps eliminate the need for manual tracking of tasks, reduces administrative work and maintains accurate records of individual employees. The review forms can be customized to promote employees to set goals via an insight chart. 
  • Employee Self-Service: The software provides users with admin analytics, 24/7 secure access, enrollment and insurance access, and internal plans. This feature helps employees and employers to access, update, enroll and administer data respectively. 
  • Time and Labor Management: Workers can clock in and out via the mobile app, and managers can set geofencing rules that ensure accurate clock-punching. It also syncs with payroll automatically and allows managers to create and adjust schedules as needed, without manually correcting payroll data. 
  • Data Insights: The platform allows users to access demographic information, utilization, headcount, labor costs, position insights, turnover and retention. It also features real-time employee data, analytics for employment trends, strategic hiring and budgeting decisions, and programs to build a diverse workforce. 
  • Reports: The system comes with over 100 standard reports along with an ad hoc reporting tool. Users can schedule reports to automatically generate and track key reports with a favorites feature. 
  • Compensation Management: With this feature, administrators can configure settings such as the approval process and eligibility requirements. It also supports the customization of compensation plans to match organizational pay cycles. Company leaders gain a view into budgets and allocations, while managers can provide increases and view employee data like performance and pay history.  
  • Marketplace Integrations: Organizations can extend Paylocity’s capabilities to streamline the payroll regularity and HR data management across all policies. The solution connects with partner solutions in 20 categories, including single sign-on (SSO), ERP and a variety of HR-related functions. More than 300 integrations are available in the vendor marketplace. Data can flow into or out of Paylocity, or in both directions, depending on the integration. 
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  • Core HR Administration: Handles a variety of daily HR-related tasks to enable administrators to focus on more important aspects, like decision-making and employee growth and development. It includes: 
    •  A centralized HR dashboard to keep track of pending tasks. 
    •  Scheduling and automation of real-time reports according to specific needs. 
    •  Effective means of communication via text and email. 
  • Benefits Enrollment: Engage employees in a thorough consumer-like shopping experience for benefits enrollment. Also, customize employee workflows and content on the basis of eligibility. 
  • Cost Calculators: Keep track of costs in real time with dynamic cost calculators. This helps keep excess expenses in check and make better forecasts that support more efficient decision making. 
  • Compliance Handling: Automatically track data for IRS reporting and generate yearly healthcare W2 reports, 1094-C and 1095-C's seamlessly. 
  • Commuter Benefits: Issue a commuter benefit card and enable debit card and cash reimbursements with ease. It also offers: 
    •  Regular reimbursements through check or direct deposit. 
    •  A mobile app that is accessible from any internet supported device to allow employees to file claims, stay updated about the status of their claim, access account balance information and more. 
  • Retiree Administration: Along with fulfillment services during enrollment, it enables efficient retiree administration in the following ways: 
    •  Collection of premiums separately in case of premium sharing. 
    •  Premium payments to insurance carriers. 
    •  Staying updated on eligibility and payment history. 
    •  Regular communication with retirees for individual concerns regarding benefits. 
  • Voluntary Insurance: Let employees choose benefits at group rates to meet their individual goals. Allow open enrollment for voluntary benefits and new hire enrollments through the year. Collect payroll deductions and more without any hassle. 
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Product Ranking

#17

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#211

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HR Management Software

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User Sentiment Summary

Great User Sentiment 5068 reviews
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84%
of users recommend this product

Paylocity has a 'great' User Satisfaction Rating of 84% when considering 5068 user reviews from 5 recognized software review sites.

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4.6 (21)
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4.5 (2500)
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4.5 (825)
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4.4 (245)
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3.5 (1477)
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Synopsis of User Ratings and Reviews

User-Friendly Interface: 60% of users suggested that the interface is user-friendly, with automated payroll and simplified workflows that make it easy to operate and monitor teams.
Unified Dashboard: Paylocity enables HRIS, payroll, timekeeping and admin-related tasks to be handled from a single location, according to 60% of users.
Performance Benefits: It eases task management for essential activities such as checking time off balances and paychecks, conducting goal assessments and achievements, performing year-end reviews, and more.
Easy PTO: It’s easy to use and implement in a day-to-day work routine, with 30% of users mentioning they can check staff availability before approving leaves.
Streamlined Onboarding: The onboarding process checks in candidates and sends paperwork before they start, making it 10%-20% easier for admin setup and paperwork completion according to users.
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Intuitive Interface: Users praise Workterra's clean and user-friendly interface, making navigation and tasks like managing employee benefits straightforward.
Comprehensive HR Features: Workterra offers a wide range of features, covering everything from onboarding to payroll and benefits administration, consolidating HR functions in one platform.
Strong Customer Support: Users appreciate the responsive and helpful customer support provided by Workterra, ensuring any issues are addressed promptly.
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Support Team: Paylocity's support process is lengthy according to 30% of users, requiring a lot of back and forth to get an issue resolved, which usually takes days.
Cumbersome Payroll: The payroll module requires set up by different people and doesn’t function accurately according to 10% of users.
Timesheets: Tracking time is difficult, as Paylocity doesn’t update and capture time entries until a shift is completed.
System Logouts: Despite automation, additional verification is required when logging in, causing 10% of users to completely exit and then log in again.
Tracking: Tracking functionality doesn’t work well for all the features in the experience of 10%-20% of users.
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Limited Customization: Some users have expressed frustration with the platform's limited ability to tailor the system to their specific needs, particularly when it comes to complex workflows or unique company policies.
Reporting Functionality: Users have noted that generating comprehensive reports can be cumbersome, especially when needing to analyze data across different modules or time periods.
Occasional Technical Issues: While generally considered reliable, some users have reported experiencing occasional glitches or system slowdowns, which can disrupt workflow and productivity.
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Paylocity is a user-friendly HCM solution that works well for SMBs and delivers an array of features such as payroll management, hiring and talent management in a unified suite. Self-service capabilities help employees access their information. Some users found issues with its payroll, tracking and timesheet capabilities, reducing accuracy and limiting what can be done. However, it offers an intuitive interface, with tools like onboarding and PTO that make tasks easier while speeding up processes. Businesses looking for an end-to-end system to manage HR functions should consider this as a good contender.

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Recent user reviews highlight Workterra's user-friendly interface and comprehensive features, including payroll, benefits, and employee onboarding, as its biggest strengths. Users with no prior HR experience found the software easy to set up and use, appreciating its intuitive design. Many users also praised Workterra's affordability, with its starting price of $25 per month making it accessible to businesses of all sizes. However, some users reported experiencing slow software performance and unresponsive customer support, which impacted their overall satisfaction. While Workterra offers a solid set of features, some users noted that it doesn't offer as many features as competitors like Paychex Flex or APS. Overall, Workterra appears to be a suitable HR management solution for small to mid-sized businesses that prioritize ease of use and affordability over a wider range of features or highly responsive customer support. Larger businesses or those with complex HR needs may find Workterra's limitations frustrating and might be better served by exploring alternative options.

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