Workterra vs Personio

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Our analysts compared Workterra vs Personio 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.

Workterra Software Tool
Personio Software Tool

Product Basics

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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Personio is a comprehensive software solution designed to streamline HR management tasks, including recruitment, payroll, and employee data management. It is particularly well-suited for small to medium-sized enterprises seeking to enhance their HR processes with a user-friendly and efficient platform. The software's intuitive interface and robust functionality make it an attractive option for businesses aiming to optimize their human resources operations without the complexity often associated with larger systems.

Key benefits of using Personio include improved organizational efficiency, reduced administrative burden, and enhanced data accuracy. Popular features encompass applicant tracking, performance reviews, and time tracking, all integrated into a cohesive system. Users frequently commend its ease of use and the seamless integration of various HR functions, which contribute to a more streamlined workflow.

In terms of pricing, Personio typically operates on a subscription model, with costs varying based on the number of employees and selected features. This flexible pricing structure allows businesses to scale the service according to their specific needs, ensuring cost-effectiveness. Compared to similar products, Personio is often praised for its balance of functionality and simplicity, making it a preferred choice for many organizations.

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$2.75/User, Monthly
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Product Assistance

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24/7 Live Support
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Product Insights

  • 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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  • Data Security: All personnel data and analytics are secure from theft and tampering, in compliance with EU General Data Protection Regulation. 
  • Accessibility: Employees can apply for absences on the go and have them approved by managers. 
  • Tailor-Made Plan: Access a detailed project plan customized according to business requirements to make the best use of all capabilities quickly. 
  • Automation: Allow automation of various core HR processes and enable the automatic flow of salary, hourly wages and bonuses to payroll. 
  • Time Saving: With efficient HR processes and an overview for all employees’ performance, save time to improve productivity by focusing on more pressing matters. 
  • Deliver on Time: Ensure timely delivery of tasks and minimal missed deadlines with automated reminders to employees and executives for tasks and to-dos. 
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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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  • Payroll: Access all personal data in a centralized location. Employees can also make changes to their master data to ensure accuracy. 
  • Performance Management: Record performance, define qualitative or quantitative individual goals and document them. Results from linked goals and bonuses can be shared automatically with payroll. 
  • On-boarding: View onboarding tasks centrally and send automatic reminders for tasks. Minimize the effort for coordination with automated onboarding. 
  • Digital Personnel File: Store and access all personnel data in compliance with laws and regulations in a centralized database. Set access rights defining who can view and change personnel data. 
  • Time Tracking: Records and calculates working hours accurately with supervisor confirmation. Also evaluates working hours using reports and reminds executives of outstanding permits. 
  • Employee Self Service: Allow employees to: 
    •  View and update their personnel data, working hours and absences. 
    •  Request vacation. 
    •  Access an overview of payslips, remaining vacation time and job references. 
  • Reporting and Analytics: Enable smarter decision-making and strategize personnel processes and planning based on predefined or customized reports. 
  • Integrations: Improve efficiency by connecting with third-party applications like DateV, askDante, Boomr, Circula and more. 
  • Workflows: Simplify the approval process and save time by using templates. Also allows electronic signature for documents. 
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Product Ranking

#211

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#361

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User Sentiment Summary

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Great User Sentiment 396 reviews
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87%
of users recommend this product

Personio has a 'great' User Satisfaction Rating of 87% when considering 396 user reviews from 4 recognized software review sites.

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4.4 (134)
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4.31 (131)
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4.4 (128)
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4.25 (3)

Synopsis of User Ratings and Reviews

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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Intuitive Interface: Many users praise Personio for its user-friendly interface, finding it easy to navigate and use for tasks like managing employee data, tracking absences, and generating reports.
Automation Capabilities: Personio's automation features are a big plus for users, as they streamline tasks such as onboarding new hires, managing approvals, and tracking time off, freeing up HR staff to focus on more strategic initiatives.
Comprehensive Reporting: Users appreciate the detailed reports generated by Personio, which provide valuable insights into workforce data, such as employee turnover, performance trends, and compensation analysis.
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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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Reporting limitations: Users express frustration with the limited reporting functionalities, particularly the inability to generate comprehensive reports without exporting data to other tools.
Complex user interface: Some users find the platform's interface difficult to navigate, especially when trying to locate specific functionalities or complete tasks quickly.
Customer support challenges: There are reports of delayed response times and difficulties in getting support for technical issues, leading to frustration among users who require prompt assistance.
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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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Is Personio the personal touch your business needs to manage its people? User reviews from the last year suggest that Personio is a user-friendly HR software with a wide range of features, making it a popular choice for businesses of all sizes. Reviewers praise its ease of use, flexibility, and customer support. Some users highlight the software's ability to integrate with other business systems, simplifying data management and saving time. Others appreciate the comprehensive nature of Personio, covering most aspects of HR, from recruitment and onboarding to payroll and performance management. This all-in-one approach makes it a valuable tool for streamlining HR processes and improving efficiency. However, some users point out that Personio's pricing can be a bit steep, especially for smaller businesses. Despite this, many believe the software's extensive features and functionality justify the investment for most organizations. Personio seems best suited for small and medium-sized enterprises (SMEs) looking for a comprehensive and user-friendly HR solution. Its ability to centralize and automate various HR tasks, coupled with its strong customer support, makes it a valuable asset for businesses seeking to optimize their HR operations and free up time for more strategic initiatives.

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