Average Ratings 7 Ratings

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Average Ratings 0 Ratings

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Description

Paychex Flex is an all in one HR software solution that you can expand or change as your business grows. It can be used to manage payroll, integrate your retirement and HR administration, as well as insurance management. We also offer expert knowledge about the regulations that may affect your business. Paychex Flex will benefit from more HR functions that you can bring to it. This will increase accuracy and efficiency. It can help you: * Track and recruit the best candidates * Streamlined onboarding and hiring * Provide key HR information through custom compliance documents. Compensation summaries, performance reviews and company training. * Manage your health insurance, including compliance support * Manage employee benefits * Track attendance and time * Pay your employees and file and pay taxes * Retirement planning, from testing to real-time reporting and participant enrollment and management

Description

The Retirement Analysis Kit (TRAK) stands out as a cutting-edge retirement software that has effectively assisted advisors in motivating individuals towards achieving retirement readiness. It addresses crucial queries clients may have regarding their retirement plans. By offering tailored education, TRAK inspires participants to take decisive steps towards their future. The software also facilitates thorough one-on-one retirement planning sessions, enabling the calculation of pension benefits, survivor options, and strategies for pension maximization. Additionally, it showcases savings strategies for 403(b) and 457 plans, integrating them into a comprehensive retirement strategy. TRAK prioritizes clients' best interests by delivering clear and transparent insights into popular retirement approaches. Have you ever dedicated significant resources to formulating a retirement plan for your clients, guided them through the details, only to witness their disinterest as they said, "We’ll think about it"? Experiences like these indicate a lack of effective connection with your clients, which TRAK aims to remedy through its engaging platform.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BenSelect Yes 
Betterment Yes 
Bookkeeper360 Yes 
DATABASICS Time & Expense Yes 
Journyx Yes 
Kindo Yes 
Motileo Yes 
PerkUp Yes 
Refered Yes 
SETWorks Yes 
Schedaddle Yes 
StreetSmart Yes 
SutiExpense Yes 
Timeero Yes 
UZIO Yes 
Vanta Yes 
Xero Yes 
Yeti Yes 
eRSP Yes 

Integrations

BenSelect No 
Betterment No 
Bookkeeper360 No 
DATABASICS Time & Expense No 
Journyx No 
Kindo No 
Motileo No 
PerkUp No 
Refered No 
SETWorks No 
Schedaddle No 
StreetSmart No 
SutiExpense No 
Timeero No 
UZIO No 
Vanta No 
Xero No 
Yeti No 
eRSP No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$500.00/year
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Paychex

Founded

1971

Country

United States

Website

www.paychex.com

Vendor Details

Company Name

RetireReady Solutions

Founded

1986

Country

United States

Website

retireready.com

Product Features

Applicant Tracking

Assessments Yes 
Background Screening Yes 
Candidate Management Yes 
Collaboration Tools Yes 
Internal HR Yes 
Interview Management Yes 
Interview Scheduling Yes 
Job Board Posting Yes 
Job Requisition Yes 
Onboarding Yes 
Recruiting Firms No 
Reference Checking No 
Resume Parsing Yes 
Resume Search Yes 
Self Service Portal Yes 
Workflow Management Yes 

Benefits Administration

COBRA Administration Yes 
Claims Management Yes 
Deduction Management Yes 
Disability Insurance Administration Yes 
Employee Benefits Administration Yes 
FMLA Administration Yes 
FSA Administration Yes 
Flexible Spending Accounts No 
For Brokers Yes 
For Employers Yes 
HIPAA Compliant Yes 
Health Insurance Administration Yes 
Life Insurance Administration Yes 
Online Benefits Enrollment Yes 
Premium Billing No 
Provider Management Yes 
Retiree Administration Yes 
Retirement Plan Management Yes 

HR Analytics

Compensation Plan Modeling No 
Dashboard Yes 
HR Metrics Library Yes 
Leave & Absence Reporting Yes 
Predictive Modeling No 
Recruiting Management Yes 
Succession Planning No 
Talent Management Yes 
Trend Analysis Yes 
Turnover Tracking Yes 

HR Compliance

Alerts / Notifications No 
Certifications Management No 
Communication Tools No 
Customizable HR Documents No 
Document Management No 
Records Management No 
Regulations Monitoring No 
Reporting / Analytics No 
Roles / Permissions No 
Version Control No 
Workflow Management No 

HR Employee File Management

Access Controls No 
Centralized Employee Files No 
Dashboard No 
Email Notifications No 
Paper & Digital No 
Regulatory Compliance No 
Retention Settings No 
Search No 
Sharing Spaces No 
Signature No 

Human Resources

360 Degree Feedback No 
Applicant Tracking Yes 
Attendance Management Yes 
Benefits Management Yes 
Career Development Planning Yes 
Compensation Management Yes 
Compliance Management Yes 
Employee Database Yes 
Employee Lifecycle Management Yes 
Onboarding Yes 
Payroll Management Yes 
Performance Management Yes 
Recruiting Management Yes 
Self Service Portal Yes 
Succession Planning No 
Time & Attendance Management Yes 
Time Off Management Yes 
Timesheets Yes 
Training Management Yes 

Payroll

401(k) Tracking Yes 
Attendance Management Yes 
Benefits Management Yes 
Check Printing Yes 
Compensation Management Yes 
Deductions Management Yes 
Direct Deposit Yes 
Multi-Country No 
Multi-State Yes 
Reporting/Analytics Yes 
Self Service Portal Yes 
Tax Compliance No 
Vacation / Leave Tracking Yes 
W-2 and 1099 Preparation Yes 
Wage Garnishment Yes 

PEO

Time Clock

Biometric Recognition Yes 
Hourly Employee Tracking Yes 
Messaging Yes 
Mobile Access Yes 
Online Punch Card Yes 
Payroll Management Yes 
Punch card Yes 
Reporting/Analytics Yes 
Salaried Employee Tracking Yes 
Sick Leave Tracking Yes 
Vacation / Leave Tracking Yes 
Workstation Tracking Yes 

Workforce Management

Budgeting & Forecasting No 
Contractor Management No 
Employee Lifecycle Management No 
Labor Projection No 
Performance Appraisal No 
Recruiting Management No 
Scheduling No 
Skills Tracking No 
Time & Attendance No 
Variable Workforce No 

Product Features

Benefits Administration

COBRA Administration No 
Claims Management No 
Deduction Management No 
Disability Insurance Administration No 
Employee Benefits Administration Yes 
FMLA Administration No 
FSA Administration No 
Flexible Spending Accounts No 
For Brokers Yes 
For Employers No 
HIPAA Compliant No 
Health Insurance Administration No 
Life Insurance Administration No 
Online Benefits Enrollment No 
Premium Billing No 
Provider Management No 
Retiree Administration No 
Retirement Plan Management Yes 

Alternatives

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