SumTotal vs Workterra

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Our analysts compared SumTotal 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.

SumTotal Software Tool
Workterra Software Tool

Product Basics

SumTotal is a cloud-based HR Management software catering to mid-sized to large organizations. It packs a comprehensive suite of features covering talent acquisition, learning & development, workforce management, and performance management. Users praise its robust reporting & analytics, rich learning library, and mobile-friendly accessibility. However, the extensive customization options and powerful tools come with a steeper learning curve for administrators. Additionally, SumTotal's potential for high integration costs and higher price point compared to basic solutions make it less suitable for smaller companies. While some users struggle with complex content creation tools and limited instructor-led options, SumTotal shines in its ability to scale and adapt to dynamic needs, making it a strong contender for organizations seeking a feature-rich, customizable HR management platform, especially those with substantial training requirements and a dispersed workforce.

Pros
  • Comprehensive learning library
  • Robust reporting & analytics
  • Scalable for large organizations
  • Mobile-friendly learning
  • Customizable user experience
Cons
  • Steep learning curve for admins
  • Limited instructor-led options
  • Complex content creation tools
  • Potentially high integration costs
  • Pricey for smaller companies
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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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$5/User, Monthly
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$2.75/User, Monthly
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Small
Medium
Large
Small
Medium
Large
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
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

  • Employee Retention: Provide tools for employee development, management and learning practices that encourage employee retention. 
  • Enhanced Productivity: Talent managers can continuously onboarding to speed up overall productivity. 
  • Organizational Stability: Learning-centered employee development builds an agile workforce that is adaptable to changing business environments. 
  • Learning Ecosystem: Invest in research and development on the latest learning trends, which managers can leverage to enhance employees' learning experience. 
  • Talent Engagement: Engage top talent while moving through the recruitment process, understand the workforce, identify the best talent and build a seamless experience for candidates as well as hiring teams. 
  • Enhanced Candidate Experience: Offer smartphone-optimized sites with intelligent and automated interview tools, candidate matching, and an easy-to-use mobile app interface. Keep applicants informed about upcoming interview details via a user dashboard. 
  • Accelerated Time-to-Performance: Seamless onboarding training helps new hires get up to speed quickly. Provide unique company policies and work culture for them to become familiar with the company. 
  • Smooth Role Switch: Access onboarding plans for new roles that include defined goals, new teams and KPI’s that ensure a more seamless transition to new responsibilities. 
  • Robust Manager and Admin Capabilities: Managers and administrators can easily view, schedule, filter, mark up and share reports from a mobile dashboard. Leverage reporting tools, advanced reports and dashboards at a single click. 
  • Informed Compensation Plans: Create smart, data-driven compensation plans according to preset or custom parameters. Real-time performance insights and budget modeling make compensation informed, fair and cost-effective. 
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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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  • Talent Development: Provides combined functionality of talent onboarding, talent management and learning management solutions to cater to talent development requirements. 
  • Talent Acquisition: Helps create a streamlined hiring cycle, hire the right talent, engage fresh recruits and drive productivity from day one. 
  • Learning Management:  
    •  Helps provide a customized, personalized and engaging learning experience tailored to the skill and competency of individuals rather than the whole team. 
    •  Ease of access on all devices, along with an offline mode, ensures seamless and consistent access to content and courses. 
  • Talent Management: Personalized and intuitive tools help employees pursue career growth and development. Capabilities include performance management, 360-degree feedback, succession planning and compensation management. 
  • Performance Management: Provides comprehensive feedback and tools that make feedback actionable, constructive and insightful. Measures workforce productivity, progress and priorities in real time. 
  • Succession Planning: Enables talent managers to identify and assess skill gaps, build agile talent pools, and align employee success with business goals and objectives. 
  • Compensation Management: Simplifies and streamline compensation plans, and helps build competitive packages to attract and retain top recruits. Workflow automation and compensation management tools aid compliance with complex global policies. 
  • Workforce Management: Bundled payroll, benefits and expense management minimize time, cost and efforts while maximizing accuracy. Features include automated scheduling, time and attendance, absence management, and compliance. 
  • Applicant Tracking System: Includes real-time alerts and notifications for offer approvals, a unique dashboard and reports widgets, customizable requisitions, and a consolidated requisition workspace. 
  • Mobility: Provides access to tools and reporting capabilities at all times and from any location. The dashboard can be operated using a tablet, desktop, mobile app or a phone browser. 
  • Growth Edition: Caters to the needs of fast-growing small and medium-sized businesses. Includes webinars, instructor-led training, approvals, and additional learning resources that users can access and configure anytime. 
  • Extended Enterprise: Helps build a brand image, accelerate growth and drive new sources of potential revenue. Facilitates an enriched and optimized learning experience for distributors, partners and customers. 
  • Gamified and Collaborative Learning: Helps: 
    •  Assess and accelerate learning with gamification capabilities that include leaderboards, points, levels and badges. 
    •  Enhance employee engagement by identifying and rewarding the right learning behaviors. 
    •  Enrich the knowledge of new hires with collaborative learning, up-to-date content, feedback and social ratings. 
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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

#23

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#211

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User Sentiment Summary

Fair User Sentiment 132 reviews
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69%
of users recommend this product

SumTotal has a 'fair' User Satisfaction Rating of 69% when considering 132 user reviews from 4 recognized software review sites.

we're gathering data
3.2 (39)
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2.7 (7)
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4.0 (56)
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2.9 (30)
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Synopsis of User Ratings and Reviews

Robust Tools: All reviews on this feature suggest that SumTotal provides a robust set of talent development and management, payroll, and workforce management solutions.
Effective Tracking: According to 80% of reviews on tracking, the software optimizes talent management by tracking development and career growth.
Self-Service: Managers and employees can access and complete training courses at their convenience, according to all reviews on self-service.
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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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Outdated Course Content: About 70% of reviews on course content reported that some modules aren’t frequently updated, resulting in an outdated learning experience.
Non-Intuitive Functions: Most features and functions aren’t intuitive, making it difficult to navigate, according to all reviews on this aspect.
Access to Reports: Accessing and pulling reports is extremely tedious and slow, according to 100% of reviews on reporting.
Customer Service: All reviews on customer support suggest that customer service is very slow and unresponsive.
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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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SumTotal users paint a mixed picture, praising its robust functionality and mobile accessibility while critiquing its clunky interface and steep learning curve. Many laud its comprehensive suite, encompassing everything from onboarding to performance management, finding it a one-stop shop for HR needs. One user gushes, "It's like having a whole HR department in the cloud!" However, ease of use seems to be a major sticking point. Comments like "The interface feels outdated and unintuitive" and "Learning curve is a mountain, not a hill" pop up frequently. This is often contrasted with praise for competitors like Workday, lauded for its sleek design and user-friendliness. One user sums it up: "SumTotal has the depth, Workday has the polish." Mobile accessibility shines as a bright spot, with users appreciating the ability to manage tasks on the go. This stands out compared to some competitors, making SumTotal a good fit for companies with a mobile workforce. Ultimately, SumTotal seems to be a powerful tool for organizations willing to invest the time and effort in mastering its complexities. As one user puts it, "It's not perfect, but it's incredibly versatile. If you can handle the initial climb, the view from the top is pretty good."

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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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