BambooHR vs Workterra

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Our analysts compared BambooHR 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.

Workterra Software Tool

Product Basics

BambooHR is an HRMS designed for small and medium-sized businesses, and provides solutions for organizations in all industries. Based in the cloud, it streamlines data collection throughout the employee lifecycle, warehousing relevant information in a centralized database to make it easily accessible for managers and individual employees.

It facilitates hiring, onboarding, compensation administration, performance management, provides employee self-service capabilities and everything in-between. It allows organizations to make customizations, set multiple administrators and maintain inactive employees.
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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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$175 Monthly, quote-based
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$2.75/User, Monthly
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Product Assistance

Documentation
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24/7 Live Support
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Product Insights

  • Apps Marketplace: Find official partner integrations and solutions in a unified location to choose add-ons that make BambooHR a more robust solution. 
  • Employee Self-Service: Employees can log in to view personal information, including time off balances, benefits information and the employee directory. Administrators can set reminders to notify employees when they have documents ready to e-sign or other tasks to complete. 
  • Ensure Privacy: Administrators can set permissions to allow employees to view and edit their personal information while restricting access to other sensitive data. Ensures that all individual employee information is kept private and protects important company information from employees who don’t need to see it. 
  • Live Support: Access live chat and phone support Monday through Friday, from 6 a.m. to 6 p.m. daily. 
  • Progress Tracking: Gain visibility into the progress of individual projects and activities to oversee workflows and approvals, as well as which individuals have completed them. 
  • Security and Peace of Mind: Guarantees enterprise-level data security for any data that is housed within the system, ensuring compliance for organizations with security needs. 
  • Self Onboarding: Enable employees to e-sign and complete documents as well as enter their own information to streamline the onboarding process and free up managers to focus on other important tasks. Employees and new hires can also send introduction emails to meet team members before the newest employee starts their first shift. 
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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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  • Applicant Tracking System (ATS): Allows recruiters to post jobs to popular job sharing sites and social media. Sends alerts to notify recruiters as candidates move through the application process and offers in-app messaging features to answer candidate questions directly. 
  • Overtime Compliance: Checks overtime regulations in all 50 states and territories, ensuring compliance. 
  • Benefits Administration: Provides an option to set a variable rate health plan or enable users to sync with Maxwell Health, a third-party benefits administration outsourcer. 
  • Calendars: Generate a “Who’s Out” calendar to track which employees are out on sick leave or PTO. Integrates with popular third-party calendar apps such as Google Calendar, iCalendar and Outlook Calendar, enabling employees to synchronize their devices so they can easily view who will be available and when. 
  • Custom Workflows: Build data entry workflows that allow different individuals to be assigned to tasks and enter information. Up to five different individuals can make changes and approve workflows. 
  • Employee Reviews: Measure employee satisfaction and see how to boost employee engagement via anonymous scorecards that allow employees to evaluate the workplace. Combines eNPS and intelligent feedback analysis to gauge all aspects of the employee experience. 
  • Inbox Notifications: Alerts managers when an employee submits a time off request and reminds managers when they need to take action, such as approving or denying these requests. 
  • Mobile Capability: Provides desktop benefits from anywhere. Android and iOS-compatible apps allow employees to view time off balances, request time off, view company directories, contact employees via direct message and more. 
  • Offboarding Alerts: Send reminders to system administrators and managers to ensure that all aspects of the offboarding process are completed before an employee leaves their position and it’s too late. 
  • Performance Management Add-On: Allows employees to leave peer reviews through an objective feedback questionnaire to provide more robust evaluations. Aids managers in evaluating and comparing employee performance on an individual and departmental level, as well as across the entire company. 
  • Streamlined Reporting: Quickly generate a variety of reports including EEO-1 via the library of built-in reports. Set custom permissions to keep confidential information safe and then share reports with an unlimited number of individuals for review. 
  • Time Off Calculator: Employees can check their current PTO balances, see any upcoming time off that they have scheduled and make PTO calculations with the in-app calculator to determine how much PTO they will accrue in the future. 
  • Time Tracking: Allows employees to clock-in and clock-out for shifts as well as view their timesheets. Alerts remind employees and managers to keep their timesheets up to date with accurate hours and approve timecards when necessary. 
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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

#38

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HR Management Software

#211

among all
HR Management Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Applicant Tracking And Recruiting Benefits Management Compensation Management Document Management Employee Engagement Employee Onboarding And Administration Employee Self Service Learning Management Payroll Management Performance Management Platform Capabilities Reporting And Dashboard Succession Management Time And Attendance Management Workforce Management 62 49 21 78 79 80 60 36 49 53 61 62 25 54 31 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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Availability And Scalability Deployment Options Integrations And Extensibility Mobile Platform Security 71 50 71 75 0 25 50 75 100
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Analyst Ratings for Vendor Qualification Requirements Customize This Data Customize This Data

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User Sentiment Summary

Excellent User Sentiment 4948 reviews
we're gathering data
91%
of users recommend this product

BambooHR has a 'excellent' User Satisfaction Rating of 91% when considering 4948 user reviews from 6 recognized software review sites.

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5.0 (38)
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4.4 (1048)
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4.58 (1773)
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Awards

SelectHub research analysts have evaluated BambooHR and concluded it earns best-in-class honors for Vendor Information. BambooHR stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Vendor Information Award

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Synopsis of User Ratings and Reviews

Ease to Use: BambooHR has an intuitive and user-friendly interface, according to 100% of reviews on the UI.
Leave and Attendance Management: 85% of reviews on leave and ATS indicated that it’s quick and efficient for recording and updating these details.
Employee Self-Service: 100% of reviews mentioning self-service observed that it helps easily update personal information, view job history, and generate pay stubs and benefits information.
Onboarding: Automated workflows make the onboarding experience simpler and faster, according to all reviews referring to this aspect.
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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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Lacks Crucial Tools: Lacks functions such as attaching documents for employee benefits, restrictions on editing employee forms once saved and more, according to all reviews on this element.
Custom Report Filters: According to 100% of reviews on reports, it doesn't provide any option to customize report filters.
Payroll Processing and Management: All reviews mentioning this element noted that the software lacks an in-house tool for payroll processing and management.
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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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BambooHR provides hiring, onboarding, compensation administration, performance management and employee self-service capabilities to companies of all sizes and industries. Reviews suggest that it has an intuitive and easy-to-use interface. Employee self-service and a simplified onboarding experience are some noteworthy capabilities. The most repeated drawbacks include the absence of crucial functionality and the inability to customize report filters. Moreover, in-house payroll processing and management isn’t included. It can be a solid choice for companies willing to integrate with a third-party payroll provider.

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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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