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Omniprise

Omniprise is an on-premise as well as cloud-based customer relationship management solution designed to provide companies a view of all customer interactions on a real-time basis. The solution is suitable for businesses of all siz...Read more about Omniprise

5.0 (2 reviews)

Small Improvements

Small Improvements is a cloud-based platform that enables users to administer and manage performance reviews and feedback as well as utilize 360-degree, continuous feedback. It can be used by small to midsize businesses in a numbe...Read more about Small Improvements

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eTOTALplan

eTOTALplan is a cloud-based employee scheduling solution that helps to manage and track employees. The solution caters to different industries such as government, restaurants and charitable organizations. Key features include work...Read more about eTOTALplan

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Hively

Hively is a cloud-based customer feedback solution for small, midsize and large enterprises. Primary features include real-time feedback collection, rating collection, customer happiness alerts, team performance leaderboard and re...Read more about Hively

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Pilat HR

Pilat is a cloud-based human resource management (HRM) solution that assists HR managers to evaluate employee performance. The solution caters to businesses across industries such as real-estate, manufacturing, energy, logistics a...Read more about Pilat HR

5.0 (1 reviews)

Kapta

Kapta Systems offers a cloud-based performance management solution for smaller companies that includes tools for performance reviews, goal management and coaching. Kapta Performance Management Systems allows users to manage t...Read more about Kapta

4.0 (1 reviews)

BullseyeEngagement Employee Development Solutions

Bullseye’s Employee Development Solutions enable organizations to align individual and organizational development needs. The interface mirrors a social media platform, making it easy for employees, managers, and HR professionals t...Read more about BullseyeEngagement Employee Development Solutions

4.6 (43 reviews)

2 recommendations

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ClearCompany

Since 2004, ClearCompany’s end-to-end Talent Management platform has enabled thousands of companies to maximize talent by empowering people at every stage of the employee journey. ClearCompany integrates data-driven best practices...Read more about ClearCompany

4.4 (316 reviews)

42 recommendations

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Gopher for Recruiters

BlackDog Recruiting Software has been in the industry for more than 30 years. Having originally developed custom recruiting applications for its own staff and then other firms, BlackDog refined these applications into a single pow...Read more about Gopher for Recruiters

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Replicon

Replicon's advanced timesheet functionality lets businesses track valuable information including check-ins/outs, task progress, and billable/non-billable hours. The invoice module allows users to build custom invoices, examine pay...Read more about Replicon

4.5 (523 reviews)

26 recommendations

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Time and Attendance

Product description missing...Read more about Time and Attendance

4.3 (9 reviews)

TimeIPS

TimeIPS is a time and attendance system for companies in a wide range of industries. The solution is designed to help small and midsize companies manage time-tracking and attendance operations as well as generate payrolls for empl...Read more about TimeIPS

3.8 (14 reviews)

10 recommendations

EnterpriseAxis HRIS

EnterpriseAxis HRIS is a cloud-based human resources information solution that helps small to midsize businesses manage operations, assets, recruitment, payroll administration, data security and employee self-service from a visual...Read more about EnterpriseAxis HRIS

5.0 (1 reviews)

Top Echelon

Top Echelon recruiting software offers applicant tracking (ATS) and client relationship (CRM) features in a single recruitment solution designed to manage the placement and hiring process for growing recruiting teams and companies...Read more about Top Echelon

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BiznusSoft HR

BiznusSoft HR (formerly HRMSSoft) is a cloud-based human capital management system suitable for companies of all sizes. It includes a suite of integrated human resource modules offering benefits management, recruiting, performance...Read more about BiznusSoft HR

4.4 (10 reviews)

7 recommendations

Manage With Success

Manage With Success is a cloud-based human resources (HR) solution for small to midsize businesses. It caters to multiple industries including finance, retail, food, non-profit, consulting, manufacturing, construction, distributio...Read more about Manage With Success

5.0 (2 reviews)

TriNet Zenefits

Zenefits is an all-encompassing HR SaaS platform designed specifically for small to midsize businesses. The Zenefits People Platform includes a robust offering spanning HR, Benefits, Payroll, Well-being and Performance apps that c...Read more about TriNet Zenefits

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CATS

CATS Applicant Tracking System was first introduced as an open source application. In 2007, the solution was released as a cloud-hosted version. CATS helps the recruiting firms to manage their entire operations involved in a ...Read more about CATS

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HROS

HR Onboarding Solutions is a cloud-based onboarding solution that is designed to manage the selection process of candidates, store HR data and more. In addition to onboarding capabilities, the solution also supports HR functionali...Read more about HROS

4.0 (1 reviews)

HROffice

Developed for companies seeking a workforce planning tool for both permanent and temporary staff, HROffice Planning is a web-based solution used to coordinate, plan, and report on an organization’s workforce. Staffing and temp age...Read more about HROffice

Buyers Guide

Last Updated: March 16, 2023

As a professional employer organization (PEO), HR isn't just an important facet of your business; it's your business, period. Client companies rely on you to handle all of their important employee management needs, and if you can't deliver a stress-free experience, they'll go to your competitor or hire staff to do their HR in-house.

You need to be able to execute efficiently on important HR tasks and keep clients happy at the same time. In other words, you need software. But maybe you're not sure what options are out there, or which system will best fit your needs.

We're here to help.

In this Buyer's Guide, we'll go over everything you need to know about PEO software to help you make a more informed purchase decision.

Here's what we'll cover:

What Is PEO Software?

Common PEO Software Features

How Much Does PEO Software Cost?

Key Considerations When Purchasing PEO Software

Additional PEO Software Resources

What Is PEO Software?

PEO software helps PEOs and administrative services organizations (ASOs) perform HR duties for client businesses. Along with functionality to manage your customers' core HR needs—things like payroll, benefits enrollment and compliance reporting, for example—PEO software systems also allow you to create custom invoices and bill clients for services rendered.

Dashboard-in-PEO-software-offering-Worklio

PEO dashboard in Worklio

Being a PEO doesn't necessarily mean you need to buy a product solely dedicated to the PEO/ASO audience, though they do exist (e.g., PrismHR). Many popular HR systems offer the functionality PEOs need and cater to both in-house HR departments and outsourced HR service providers (e.g., Paylocity).

Common PEO Software Features

PEOs need to make sure that any software they adopt has the functionality to support the services they offer. Here are some common features buyers should look out for when evaluating different PEO software systems:

Payroll

Manage wage and salary rates for employees. Automatically calculate and run payroll, pay workers, run reports and export payroll costs to the company accounting ledger.

Benefits administration

Allow workers to enroll in benefits plans or change options on existing enrollments themselves. Run reports and track program costs.

Time and attendance

Monitor employee paid time off and hours worked. Automatically port hours into payroll to calculate accurate compensation.

Applicant tracking

Post job openings, create candidate profiles and manage applicants through client hiring workflows.

Onboarding

Automatically walk new hires through client onboarding processes. Important paperwork can be signed and stored digitally.

Compliance management

Track client compliance with local, state and federal employment laws (e.g., ACA, EEOC, OSHA etc.).

Billing and invoicing

Correctly bill clients for services offered. Send customizable invoices and track accounts receivable.

Client and employee portals

Gives workers and HR personnel access within the system to view information and perform tasks such as running reports.

Some PEOs may elect to buy separate HR systems with all the functionality they need and integrate them together, but we recommend investing in one comprehensive solution, if possible.

A comprehensive solution mitigates the risk of data becoming lost or corrupted while transferring between applications, and provides a better experience for clients, who only have to learn and log in to one system.

How Much Does PEO Software Cost?

It would be great if all PEO software systems were priced the same way, but unfortunately that's not the case. Here are some common pricing structures you can expect to run into:

  • Perpetual license. This is more common with on-premise systems that are hosted on your own server (as opposed to cloud-based software, which is hosted by the vendor and accessed through a web browser). You pay one large upfront cost to own the software indefinitely.

  • Subscription (per employee, per month or per user, per month). Vendors may charge based on the number of employees in your organization or the number of employees total across all of your clients, so be sure to ask what they mean by "per employee."

  • Freemium. Some vendors offer a basic version of their platform for free, then charge for extra functionality. Open source software is also "free" in the sense that it doesn't cost any money to get access to the code, but there is still a significant investment here in terms of IT deployment and maintenance.

Key Considerations When Purchasing PEO Software

Before you talk to a single PEO software vendor, you first have to ask important questions internally about your goals and constraints.

These include: Which features do you need and which ones do you merely want? What's your budget? If you're replacing an existing system, what have been the most significant pain points you want to remedy? What's your deadline to be up-and-running with new software?

Once you have answers to these important questions and pare down your options, it's time to do demos. Here are some key considerations to keep in mind when evaluating different PEO software systems:

  • User interface is critical. With an in-house system, you might be able to get away with a clunky interface, if it gets the job done. Not so if you're a PEO. Clients are going to be using your system too, so it's vital that whatever software you choose be intuitive and easy to use.

  • Will your software play nice with client systems? Clients may have their own accounting or time tracking systems they want to use. If they can't easily integrate with your software, that will lead to headaches down the road.

  • Evaluate the support behind the software too. Talk to vendors extensively about the support options they offer and their associated cost. Also be sure to understand how they will handle updates. The last thing you need is a client being unexpectedly locked out of the system during maintenance.

Additional PEO Software Resources

A PEO software purchase isn't something that should be taken lightly. Whatever product you choose will have a profound effect on the quality of service you offer.

This guide offers basic advice, but if you want to learn more, here are some additional resources: