Which Simple Project Management Software Is Right for You?

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Good project management may be more art than science, balancing human needs, budgetary concerns, and the constraints of scheduling. However, the right tool can make the task a lot easier. 

The very best simple project management software is the simplest that also does everything you need it to. However, making simple but useful tools may be even more difficult than managing a project well. Find out how each of our choices measures up, and which is best for your needs.

Quick View

Software

Price

Features

Services and Support

Customization and Integrations

Mobile Friendly

Three levels of cost with different features, at $7.90, $14.90, and $29.90

Essentials level has basic PM tools, including project mapping, time tracking, and task management

Customer support and help implementing tools

A range of popular integrations and possible customizations

Free mobile app on iOS and Android

Basic tier is free, while more expensive tiers are $9.80 and $24.80

Free tier has unlimited users, task management, and collaboration tools, but limited tasks

A range of professional services. Also, support and training available

Free integration with Google, Microsoft, Slack, and more

Free mobile app for Android and iOS

Basic tier is free, Standard tier is $24.95 and Advanced is $29.95

Customizable Gantt chart, with some other options

Tutorials, classes, and guides available

No integrations and little customization

Android and iOS mobile apps

Free tier offers unlimited project boards and docs, but only two team members. Pay tiers cost less than average at $8, $10, and $16

Task management boards; varied methods for visualizing data; project templates

Guides, tutorials, and community support

Integrates with many common apps; create your own automatic functions

Free iOS and Android apps

Free plan limited to two users. One pay tier at $16 with optional add-ons or customizable tier

Full range of project management, time tracking, and scheduling tools

Limited support; Enterprise tier gets a dedicated team

Common integrations available, at an extra cost

Android and iOS apps

Unlimited projects with free version. Full function has a reasonable price at $12.50 or $22.50

Free tier doesn’t have some basic features, like no templates

Phone, chat, and email support

Popular integrations available, limited customization

Mobile apps for Android and iOS

Individual tier for $15 a month, Team tier for $8.90 per user, free trial available

Task managing, time tracking, and collaboration via Gantt charts

Personal account support

Limited integrations; API available to create your own

Mobile and iOS app free

Free version with unlimited tasks and members, Unlimited is $5, Business is $9 and Business Plus is $19

Task oriented project management app, time management, tracking, and more 

Standard online support at all but Enterprise tiers

Many native integrations, API available for custom integrations, limited API calls at some tiers

Android and iOS app

3 tiers at $10. $30, or $55 per person, per month; separate plans for on-premises options

Gantt chart scheduling, Agile or Waterfall project planning, closely integrated with Microsoft products

Part of Microsoft general support

Closely integrated with Microsoft tools, Automations require an additional subscription

No available mobile app; build your own w/Azure

Free tier, or $13.49 and $30.49 per user per month pay plans

Free tier allows you to manage tasks and progress; strong collaboration tools, unlimited tasks, and projects, up to 15 users

Standard support

Wide range of popular integrations

Android and iOS app available

Quick Verdict

Best Overall – Easy Project provides all the essential tools you’ll need to manage a successful, professional project. Whether you’re working on your own or with a whole company, you’ll find everything you need to get the job done efficiently.

The 10 Best Simple Project Management Software

We’ve reviewed some of the most popular project management solutions and best project management tools so you don’t have to.

Easy Project logo

Easy Project

4.4

$7.90, $14.90, or $29.90

Easy Project’s Essential tier is well named, as it is an affordable option for basic project management tools. It offers options for planning your project, including tools for breaking a project down into tasks, identifying critical path tasks, and creating baselines for assessing performance. 

Work management, tracking time, and personalized dashboards are also available. Additionally, Agile project management specific tools are also available in the Essential tier.

Higher tiers also include resource and financial management tools. Support is also included, as are a range of custom options.

  • Several different price points.
  • Enterprise solutions available.
  • A service team provides support and customization.
  • More expensive options add resource, finance, and customer resource management.
  • No free tier.
  • Helpful tools cost more.
Wrike logo

Wrike

4.6

Free, $9.80, or $24.80

The trend these days is for online, free project management software with added functions costing more. Wrike is a great example of this concept, with a limited, free tier for small projects, while professional tools add a small cost. Free project management apps can be integrated so you can use your Google or Microsoft accounts easily.

Its main selling point is the many project templates that can help you get a variety of projects started. You can make your own templates for your team members as well. Read our in-depth Wrike review to learn more about this software.

  • Free tier.
  • Many free integrations.
  • Agile project management tools.
  • Customizable templates.
  • Limited tasks for free tier.
  • Deployment services cost more.
TeamGantt logo

TeamGantt

2.8

Free, $24.95, or $29.95

Gantt charts have been used in business for about a century, which is a testament to their usefulness. They are designed to help monitor project progress and visualize which tasks are dependent on others. TeamGantt also adds task management options and collaboration tools. 

In some ways, this is a cheap project management software, as there is a free option. However, it’s only suited for small projects with only a few people. Professional and business tools come with a higher price tag.

  • Free plan for small projects.
  • Customizable Gantt charts.
  • Guides, templates, and classes to get the most out of it.
  • Calendar view and task lists alternatives to Gantt chart.
  • Pay tiers are more expensive.
  • No integrations.
  • Lacking customer support.
Monday logo

Monday

4.2

Free to $20

Monday may be the worst day of the workweek, but it’s far from the worst project management app. Whether it’s the best project management software with time tracking, automation, many charting options, and much more will depend on your budget. All of those and a few more features can only be found in the pay tiers.

You may need to spring for the subscription even if your project team is fairly small, as the free plan is limited to two users. However, the price is lower than some other options, so it may be a good choice. Read our complete monday.com review to learn more about this software.

  • Unlimited boards and docs on free tier.
  • Wide range of common integrations.
  • Customizable automizations.
  • Several ways to view info.
  • Pay tiers are less expensive than other options.
  • Free tier limited to two users.
Hive logo

Hive

3.4

Free to $16

Hive offers unlimited projects on the free plan, but only for two users, which is a common limitation. Its single pay tier offers a lot of useful functions. However, many extras come with an individual price tag of between $4 and $6. To get them included in the subscription price, you’ll have to go to Enterprise-level service.

It might be worth the cost, though, as that gets you a priority support team and a range of extra project management software tools, including a Kanban board and other Agile tools.

  • Free tier.
  • Pay tier with a la carte options to fit your budget.
  • Free trial for pay tier.
  • Able to request new features.
  • Limited users for free tier.
  • Pay an additional fee for some individual features.
Teamwork logo

Teamwork

3.3

Free, $12.50, $22.50

Similar in many ways to Monday, Teamwork allows users to assign tasks and track progress. Unlike other options, the free version doesn’t limit assigning tasks or users. It does have far less functionality overall, however. You’ll have to pay or find yourself lacking a critical project management tool.

Teamwork offers plenty of integration opportunities to ensure a seamless workflow, from Google Drive and MS Office to Slack and Dropbox. Plus features such as tracking time, budget management, file sharing, and status updates are beneficial to all project managers. 

  • Unlimited users and tasks at free tier.
  • Pay tiers are lower cost than competitors.
  • Common integrations available.
  • Free trial for paid tiers.
  • Critical tools only available at paid tier.
  • Limited templates, tasks, and integrations even with paid plans.
GanttPRO logo

GanttPro

4.0

$15 or $8.90/user for teams

While there is no free version, GanttPro may be a great option for individual projects. Unlike other options with limited free tiers or costly options better suited to running a business, this simple project management software offers all functions even at the basic level. 

Gantt charts are useful, but a project manager may need more. However, an offered API allows you to create your own integrations if you need added functions.

  • Individual tier has full functionality.
  • Customizable and multi-functional Gantt charts.
  • Common integrations.
  • API available to create your own integrations.
  • No free tier.
  • Functions heavily focused on Gantt charts.
Clickup logo

ClickUp

4.1

Free, $5, $9, $19

ClickUp is a great option if you like being able to track project progress at a glance, as it allows custom workflows. Other project management tools allow collaboration within each task, as well as tracking time spent. 

There are some significant absences on the free tier, including timesheets. You’ll also have to pay if you want to integrate with Google Calendar, Drive, or other products. 

On the other hand, if you don’t think ClickUp is a good project management tool, you can get a refund within 30 days. Other pros include features such as tracking time, management for resources, visual representations of workloads, and many sprint options. Read our in-depth ClickUp review to learn more about this software.

  • Unlimited tasks and members even on the free tier.
  • 30-day satisfaction guarantee.
  • Two-factor security on all tiers.
  • API for wide customization.
  • Some useful integrations not available on free tier.
  • Pay per ‘workspace’ or project.
Microsoft Project logo

Microsoft Project

2.2

From $10, $30, or $55

MS Project may not have the best free project management tools, as you’ll end up paying a fair amount no matter the plan you choose. However, Microsoft has been creating new project management tools for years, even being considered an influence on Agile methodologies. 

The price may be worth it for medium or larger businesses, while small businesses may not want to pay for such heavy-duty management software. Remote project management and communicating between team managers in different locations may also be a challenge and require additional costs.

  • Integrated with Microsoft products.
  • On-premises solutions for brick-and-mortar businesses.
  • Use Azure to create own functions.
  • Requires Microsoft 365 tools.
  • Power Automate for automated tasks.
  • Steep learning curve—not very simple.
Asana logo

Asana

4.0

Free, or $13.49 and $30.49

Asana may actually be one of the best free project management tools. It has a lot of the same functionality as other project management software, including task lists and collaborating with an entire team. It’s in the collaboration area it may shine, particularly when working with small groups.

Some of those functions require one of the paid plans, including the ability to build a new project management tool you may need. To learn more about this software, read our complete Asana review.

  • Free tier has lots of functionality.
  • One view to track several projects.
  • Easy collaboration—suited for Agile projects.
  • Some basic tools not available on the free tier.

Choosing the Right Simple Project Management Software

Finding a simple project management tool that also provides everything you need can be a challenge. Rather than there being a lack of options, however, there may be too many to choose from. 

Every project will have its own needs. Considering these basic project details may help clarify what precisely those needs are.

Scheduling and Task Management Tools

At the most basic level, project planning has two requirements: breaking down and assigning tasks; and scheduling their start and end dates. Any project management tool will therefore cover these basic needs.

However, real-world, complex projects can quickly become a rat’s nest of interdependent tasks. The ability to schedule recurring tasks automatically, or a critical path feature to identify important tasks, can help keep things straight.

Monitoring

Trying to track project progress can be a little like keeping a couple of dozen plates spinning. Even when every team member is doing their best, due dates and task assignments can require finessing. Additionally, time tracking and monitoring project data is a requirement for managing budgets and other logistics. 

User Interface

Though perhaps not often considered, one of the most important project management features can be controlling what everyone can see and do. There are several ways to manage that aspect, including project templates and permissions. For some projects, that sort of customization for the user interface can be key.

Team Collaboration Tools

A traditional approach to organizing a team’s tasks is often required to manage projects. However, modern methods of managing projects have focused ever more on collaborating with team members and away from top-down concepts of how to assign tasks. Any project organized along Agile concepts will need easy-to-use and effective collaboration features.

Integrations

New project management software can have a steep learning curve or there may be one app that would be perfect, if only it wasn’t lacking that one project management tool. Integrations allow you to move data easily back and forth between apps, allowing a smooth project management process. Many apps will even allow you to create your own integrations to fill unique needs.

Resource Management

Trying to manage projects’ resources can both be one of the most difficult and critical tasks. Juggling multiple projects makes it even more difficult. Without the right resources, however, project tasks don’t get completed. A simple project management tool should still have tools to track project budgets and more.

Frequently Asked Questions (FAQs) for Simple Project Management Software

Conclusion

Even simple project management tools may still be pretty complicated. Juggling requirements, while getting a group of people of any size to do what you need means balancing many factors. The software has to be at least that complex to keep up.

A great project management tool, however, manages to handle that complexity in an intuitive way. A better goal may be software that clarifies that complexity, offering ease of use that masquerades as simplicity.

Basecamp Review: Collaboration Over Project Management

Basecamp review

Basecamp bills itself as a tool for working remotely, which is a great way to sum up its service. Even as recently as five years ago, most team communication could take place through conversations, post-it notes, and saved sections on a whiteboard. 

More and more, however, people are working remotely. Keeping a team working together collaboratively can be a challenge. As you’ll discover in our Basecamp review, it may be the answer to that challenge. We’re focusing specifically on the latest version, Basecamp 3.

Screenshot of Basecamp Homepage

5 Things That Make Basecamp Stand Out From the Crowd

  • Simple and intuitive to use.
  • Flat rate business plan of $99/month, for unlimited users and projects.
  • Lots of tools for communicating and collaborating with your team.
  • Offers tons of integrations with commonly used apps like Google Business, Toggl, Zapier, and more.
  • Very secure; Basecamp has never had a data breach.

Where Basecamp Falls Short

  • Lacks a lot of reporting, analysis, and automation tools.
  • Relies on integrated apps for a lot of important features.

Pricing

Basecamp pricing may be the simplest of any of the cloud-based project management platforms. For individuals or teams with only a handful of people, it may also be the best option for cheap project management software. There are two options:

  • Basecamp Personal: The free version with limited services. 
  • Basecamp Business: Unlimited users and unlimited projects for $99/month flat (or pay yearly to get 15% off).

The Personal version allows three projects, 20 users, and up to 1GB of file storage. It doesn’t allow access to project templates, client access, priority support, or any of the other features $99/month buys you. As a result, it’s best for individual or basic projects.

Basecamp Business can be used for a 30-day free trial, also, providing access to all Basecamp’s features. Unlike other options which charge by user, the simple Basecamp cost makes it easy to decide if it’s worth it for your business.

Team Management

Screenshot of Basecamp team management to-do list

Project management software can often reflect the concerns of those using it. These days, that means a focus on keeping a team on task, collaborating effectively, and staying connected, all while the team may be spread over half the world. For a project manager, task management features are a key aspect of performing that magic trick.

In the latest version of the app, Basecamp 3, to-do lists form the primary method of tracking how many tasks each team member has and setting deadlines. An easy-to-access action log also helps you track what each team member has done, either within a specific project or for your company overall. 

Additionally, you can look over all the tasks you’ve assigned under the ‘My stuff’ tab. Message boards and the “campfire”, or team chat, help you keep in contact. 

There don’t appear to be any tools for time tracking or other types of resource allocation.

Project Delivery Management

Screenshot of Basecamp Hill chart

In some ways, Basecamp is more like a virtual meeting space than anything else. Most Basecamp features, like the message board and campfire, focus on communication. There are fewer tools for tracking the progress of a particular project, estimating needs, or identifying pain points. 

Basecamp does allow you to manage multiple projects and multiple teams. However, project management requires more than good communication. Tools for time tracking, estimating needs in the future, sharing resources between different projects, distinguishing internal and external projects, and milestones are all missing. Perhaps most importantly, there are no tools for identifying or managing task dependencies. 

There is a scheduling tool, but you could use Google Calendar and get basically the same services. Basecamp 3 introduces the Hill Chart, which has some characteristics of a burndown chart and my help with velocity management. However, it’s really more of a visual aid than a reporting tool. 

Basecamp Review: Project Management Failure Statistics

It was reported by KPMG 70% of organizations suffered a failure and 50% failed consistently to achieve their goals due to poor, or a lack of proper, project management

Risk/Issue Management

There aren’t any tools aimed specifically at one of the more important aspects of project management, controlling risk. For example, there is no specific risk or issue log. On the other hand, part of Basecamp’s appeal may be its flexibility. It would be easy to use one of the other project management tools to track risks.

As an example, you could create a specific topic on the project’s message board for risk tracking. Automatic check-ins could be used to create reminders regarding risks. Tasks can be customized and updated with information, for example, regarding a risk. However, no specific tools means Basecamp doesn’t offer much in the way of risk analysis or reporting.

Reporting

Overall, Basecamp 3 has fairly few integrated reporting features. In fact, the only feature may be the Hill Chart. It is a bell-curved-shaped graph that allows you to track the progress of each to-do list. However, there isn’t any automation and everything has to be updated by hand. Note that the chart isn’t available in the free version of Basecamp for personal projects.

Beyond a few basic features, Basecamp looks to one of the many integrations it offers for things like Gantt charts or time tracking.

Finance Management

As with several other aspects of project management, there aren’t any dedicated financial tools within Basecamp. If you were to compare Basecamp to some of its competitors, for example ClickUp, Basecamp starts looking a little sparse.

However, some features might be used as ad-hoc budgeting tools. Alternatively, a range of integrations provide the same functions.

Collaboration and Communication

As we’ve mentioned, Basecamp 3 may have primarily been designed as a communication tool. All of its features are focused on allowing project managers to keep in touch with all team members, even if they’re all remote working. Most of Basecamp’s basic features provide different types of communication:

  • Campfire: The group chat feature for Basecamp allows for most basic chat features, like tagging team members, attaching files, and editing, for real-time team collaboration.
  • Message board: Less ephemeral than chat, message boards allow you to focus the conversation with topics and message categories.
  • To-do lists: This is where you can find tasks assigned, annotated, changed, and marked complete.
  • Documents: The document sharing feature in Basecamp creates documents similar to blog posts, allowing you to insert images or attach files, with additional options to keep track of versioning.
  • File storage: Comments can be added to uploaded files or docs, which sends notifications to the team.
  • Automatic check-ins: Essentially, this allows you to create recurring questions, either as reminders or for something like regular status reports.

Each tool is available at every level of communication, including the entire team or separate departments or project. This is important as you get unlimited users with the Business plan, which could add up to a lot of friendly-fire spam. 

Screenshot of Basecamp campfire team communication

Integration With Other Apps

Basecamp 3 can integrate with a large library of other apps, which is a good thing as it doesn’t have all the features its competitors offer. On the other hand, your team members may already be using some of these apps, including Google Docs and Calendar, Zapier, and Toggl. Other integrations like Automate.io and Zoho Flow offer additional options.

Artificial Intelligence

They say the best project management tool is the one between your ears. However, it’s nice to put some of that burden on your PM software. AI for project management tools looks less like Jarvis fetching Iron Man’s coffee, instead taking the form of automated reports, notifications, or even risk analysis. The only one that Basecamp offers, however, are some types of automated notifications.

With its focus on team communication, Basecamp’s automation centers on notifications. In particular, the automated check-in tool is the closest they offer.

Usability

How Basecamp works, what it's like to organize your projects & teams in one place

Basecamp has to be among the most simple project management software options. One benefit of having a basic user interface and limited number of features is that the learning curve is pretty easy to climb. Different functions are divided among the different tools, so it’s always clear where to go for messages, to chat with team members, to manage tasks, and so forth. Overall, it’s very user-friendly.

Many tools link easily with apps you already use. For example, the Basecamp Calendar, its schedule tool, is easy to use and automatically links to Google Calendar. The mobile apps are similarly easy to use. 

The downside is that Basecamp may not be the best choice for complex projects, as it doesn’t offer many of the tools you’ll need to keep them organized and complete all the tasks efficiently. The Basecamp Personal plan is similarly simple to use, as it has even fewer functions.

The support documents and guides offered are really all you’ll need to use Basecamp effortlessly.

Support

Support for Basecamp 3 comes in three varieties:

Support services offered by Basecamp 3
  • Help guides: The Basecamp manual, which walks you through its project management tools and some specific uses.
  • Video tutorials: There is a small library of videos that go through how to use basic tools, as well as regular live video tutorials.
  • Support messages: If you have a problem with one of the project management tools that’s not answered elsewhere, you can send a message, including file attachments, which Basecamp’s staff will respond to.

Basecamp Business does offer a small, but potentially very useful bump in support. When you sign up for the Business plan, your support messages get moved to the front of the line. That means answering them becomes a priority for Basecamp’s staff, which may be important as their support staff is only a small team. Paying for the Business plan gets you the answer you need much more quickly.

Privacy

Basecamp offers a “Customer Bill of Rights,” which is a grandiose way of describing a few service policies. Like most project management apps, Basecamp 3 and previous versions guarantee you own data in your account and you can expect complete privacy, which in this context means your user data won’t be shared with or sold to a third party. They promise not to share user data and claim they’ve never had a data breach.

Basecamp offers an added layer of secondary security as well. If you decide to leave Basecamp, you take all your data with you. The account owner can download the data whenever it’s required, to move to another service or whatever else they like.

Methodology Suitability

Basecamp’s overall rating for use with either waterfall methodology or Agile methodology is about the same. The software doesn’t offer the usual features for these PM methodologies and takes a different approach to project management.

However, some aspects of this project management solution might be better suited for adherents of Agile, such as the software industry, as it puts such a focus on team collaboration. Also, to-do lists could easily serve as a Kanban board.

However, there is no reason to-dos couldn’t also serve as a loose work breakdown structure. You don’t have to choose a PM methodology when you create projects. Either way, for time tracking, financial tools, or hardcore task management software, you’ll need to look to third-party integrations.

Basecamp Alternatives

There may be no such thing as a perfect project management system. However, Basecamp may be the best project management software for people with just a few specific concerns. As we’ve seen in our Basecamp review, it’s got a clean, super tight interface and a big focus on collaboration. Other options may have more tools for specific problems. Examples include:

5 Basecamp alternatives

Basecamp Personal offers more users for free than most others, though check out our Asana review for a look at another option suited for small businesses. Many project management apps offer a free trial, just like Basecamp does, so you can check out a range of options for no cost.

Frequently Asked Questions (FAQs) for Basecamp Review

Final Thoughts on Basecamp Review

While you may be as likely to find Agile methods in the advertising industry as software development these days, different industries or types of project require different tools. Communication tools are always required, so Basecamp can work with just about any project. However, you’ll need to look elsewhere for a lot of necessary business tools.

What Is Payroll For Small Businesses?

Every business, regardless of size, needs to run payroll to pay employees and payroll taxes to the government. For small businesses, one of the biggest time sinks and expenses will be payroll, but you can get help. Read on to learn more about how to do payroll, why it’s important, and the resources available to help.

What Is Payroll?

Payroll is the organized process of calculating the wages owed to employees, calculating and paying payroll taxes, distributing employee wages, and documenting the whole process. As a result, explaining how to do payroll can be a complicated topic. 

It’s important to understand both what is required of you, as the employer, as well as what your employees need to do. Keeping up to date on federal, state, and local income taxes and payroll laws are also vital for a healthy business. 

Unfortunately, the only thing more complex than explaining the payroll process may be actually running payroll. In the inevitable moments of frustration, it may be natural to ask a common question.

Do I Need A Payroll?

A payroll is the organized method used to pay employees and deal with the associated responsibilities. If you don’t run payroll and use an organized process, all that’s left is a disorganized process. The penalties for an error in payroll taxes or employee paychecks are no joke. Small business owners, even those with only one employee, should certainly invest time in a consistent method for running payroll.

However, there are many options available for managing aspects of payroll for you. Rather than trying to manage it by-hand, payroll software is available for any budget, from free offerings to more complex options. Payroll services will manage the entire process for you. 

Payroll Volatility and Small Business

The fewer employees a business has, the bigger an impact any firing or hiring will have on that business. Since small businesses, by definition, don’t have very many employees. As a result, changes in payroll are both more likely to occur and more likely to affect the business’s overall health. Rapid changes in payroll is known as payroll volatility.

Payroll volatility can be difficult to control, as it can be the result of employees leaving unexpectedly. As payroll is frequently a large part of a business’s overall finances, payroll volatility can have a significant impact on financial health. As a result, taking steps to cushion the effects of payroll volatility, such as arranging business financing, can be wise.

How To Do Payroll

Processing payroll is a multi-step process that has multiple requirements, many of which may vary depending on your location and type of business. As a result, there’s no simple answer to the question, “how to do payroll.” Luckily for small business owners, there are a number of ways to get help with processing payroll.

In general, business owners have two options when looking for help with payroll. If they want to keep more personal control, a business owner may prefer to investigate options for payroll and bookkeeping software. Otherwise, you can find a payroll service that will handle almost everything for you.

While you can do payroll by hand without any help, the number of requirements and the frequency with which they change means it can quite literally be a full-time job all on its own.

Different ways you can do payroll

Payroll Software

The number of business tools available today is exploding. Whether you’re looking for bookkeeping software, help with customer relationship management, or just communicating with your team, there are long lists of options. When it comes to payroll, employers can find anything from basic, free software that aids just in calculations, to options packed with helpful features.

Some of the standard features include:

  • Tracking federal, state, and local requirements
  • Maintain employee information, ie. exempt vs. non-exempt, hours worked, OT hours, etc.
  • Calculating and paying payroll taxes
  • Guarantees regarding tax payments and calculations
  • Maintain required records
  • Required reporting of new hires
  • Options for distributing employee pay

Like many business tools, payroll software has been moving to cloud-based apps for easier access and handling of information. Additionally, at this point some payroll software options are essentially equivalent to complete payroll services.

Standard features of a payroll software

Payroll Providers

When employers want to focus more on business operations, they may opt to hire a service to wholly handle payroll processing. Obviously, a service is frequently going to be more expensive than a software solution. For some employers, the extra cost may be worth it. Payroll services will provide all the advantages of software, plus more. 

Those additional services may include things like employee advances on future pay and providing an employee self-service portal. Employers may also be able to access HR reports, handling wage garnishments, and even employee training materials. Using payroll cards or direct deposit may be options for pay.

Payroll Taxes

Payroll can be stressful for a variety of reasons, but payroll taxes probably are at the top of the list for many people. Imagine the anxiety of your yearly personal taxes, only multiplied by the number of employees you have, and required to be filed several times throughout the year. That is one reason payroll software and services are so popular.

As we’ve mentioned, payroll taxes will vary depending on a number of factors, such as your location and type of business. Some aspects will remain consistent, however, primarily regarding federal taxes.

Requirements

Anyone who has received a paycheck has some idea how payroll taxes work. Your gross pay is calculated, then income taxes, FICA deductions, garnishments, etc. are subtracted to calculate your net pay, the amount you’ll actually receive. The employer is responsible for figuring all those amounts and paying them to the government.

These payments can be made either monthly or semi-weekly. Payroll tax filings must be made on the quarterly tax filing deadlines. Those are:

  • April 30th
  • July 31th
  • October 31th
  • January 31th

There may be a grace period for some filings. Tax payments must be made in a timely fashion, however, to avoid penalties.

State and local governments largely follow the federal government’s lead, in terms of payment and filing deadlines. However, employers should certainly confirm their local requirements.

Deadline calendar for tax

Penalties

If tax payments are late, the IRS charges a percentage of the late payment. The percentage increases the tardier a payment is:

  • 1-5 calendar days – 2% of unpaid amount
  • 6-15 calendar days – 5%  of unpaid amount
  • Over 15 days – 10% of unpaid amount

After that point, the IRS will send you a notice requesting payment. The penalty increases to 15% of the unpaid amount 10 days later. 

That’s not the end of penalties, however. The IRS charges interest on unpaid taxes at a rate that varies. As a result, even a small penalty can become significant fairly quickly. There are ways to avoid interest charges, such as applying for a payment plan.

What Is Payroll? Frequently Asked Questions (FAQs)

Bottom Line: What Is Payroll?

Processing payroll for the first few times can be understandably intimidating. However, it will soon become just another aspect of your business. It may be a chore, but one far outweighed by the excitement of running a business.

Editorial Guidelines

A lady typing on a laptop

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Frequently Asked Questions About Peer Coaching Groups

Peer Coaching

Frequently Asked Questions About Peer Coaching Groups (PCGs)

Information on this page assumes that you have read the information at
How to Start Your Private Peer Coaching Group.

Standard Questions

Miscellaneous Questions


What is a PCG? What Process Does a PCG Use?

Who Joins a PCG?

What Does “Coaching” Mean in a PCG?

What Do People Get Coached On in a PCGs?

What is the Role of a Group Member?

What is the Role of the Group Facilitator?

How Many People Are in a PCG?

How Many Meetings Do PCGs Have?

How Long Are PCG Meetings?

How Do I Know What Priority to Get Coached On?

Choose whatever priority is most important to you now. You are the expert at what is most important to you. Do not worry about how small or large the priority is.

How Do I Help/Coach a Group Member in a Meeting?

You might ask the member who is getting help during the “Sharing Help” in the meeting, “What kind of help would be most useful to you now? Advice? Materials? Questions? Brainstorming?”

How Are Meetings Evaluated?

How Do I Know What Actions to Take Between Meetings?

The actions that you take (as a result of the help that you get from other group members) is up to you to select. However, it should be an action that is realistic to accomplish before the next meeting.

How Do Members Communicate Virtually?


General Resources

Forming Your Own Study Groups

The above agenda for a support group could be slightly modified to form a study group, as well. During each member’s time in the meeting, he or she can get help, especially with understanding and applying the content from some source of expert knowledge about a topic, for example, a lecture from a class, a chapter from a book, or content from a podcast. Here is more information about forming study groups.

Forming Your Own Coaching Group

The above agenda could be modified to form a peer coaching group, as well. During each member’s time in the meeting, he or she can get help, especially in the form of thoughtful questions about the member’s perceptions, assumptions and conclusions.


For the Category of Personal Development:

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.


How to Start Your Private Peer Coaching Group

A peer coaching group deliberating together

How to Start Your Private Peer Coaching Group

Introduction

Purpose of This Information

The following information and resources are focused on the most important guidelines
and materials for you to develop a basic, practical and successful PCG. The
information is intended for anyone, although it helps if you have at least some
basic experience in working with groups.

All aspects of this offering are free, including guidelines and materials.
The offering is sponsored by ActionLearningSource
(ALS) as a free community service to citizens around the world. The founders
of ALS have been providing long-lasting, and highly successful peer coaching
groups (PCGs) since 1995.

The following basic information is adapted specifically from the peer coaching
group format
of Authenticity Consulting’s Authenticity
Circles
. Those wanting more advanced information and materials to customize
peer coaching groups for specific applications and/or cultures should consider
ALS’s
advanced group coaching
. The information on this page is provided in accordance
with the terms of a creative
common license
.

What is a Peer Coaching Group (PCG)?

People have been solving complex problems and achieve challenging goals for
1,000s of years — by counting on each other. They form close communities of
support in which each member gets help from the others.

Help can be in the form of ongoing advice and materials — and especially thoughtful
and respectful questions (coaching). This is most useful when people also share
support and accountabilities to actually apply the help that they get
from others in the group.

Getting that kind of help is much easier than you might think. Here is how
you can conveniently arrange that help, with even one or two other people —
and it can done over the Internet. In your group, you all are equals — or peers
— in coming together to support each others progress and learning.

Would You Benefit From a Private PCG?

History and research have shown there there are many benefits of PCGs, including
for personal, professional and organizational development. This webpage is especially
about using them for the personal development of yourself and your group members.
PCGs are useful for each group member to work on a current and important priority
that each member selects themselves. For example, do you need help with:

  • Getting ongoing support to solve a problem or achieve a goal?
  • Responding to the coronavirus crisis?
  • Better managing your time and stress?
  • Achieving a personal or professional goal?
  • Improving a certain skill?
  • Applying guidelines from a favorite article?
  • Others?

The PCG framework has been used many times over many years to help members
solve problems, achieve goals and cultivate confidential networks. As long as
the members are caring and curious about each other, the results from the framework
can be transformative.

PCGs are based on a powerful peer-based process called Action Learning that
is used around the world in numerous types of organization. Other benefits of
PCGs are listed at
Results
from Action Learning

First, Watch This Video to Orient You to PCGs

The very practical, 30-minute video An
Overview of Action Learning: Peer Coaching Group Format
teaches you all
about a common format of a peer coaching group, including about:

  • The peer coaching group process
  • How to select a priority to get coached on in your group
  • Doing the coaching in the meetings
  • The types of useful follow-up after each meeting
  • Useful activities to do between meetings
  • How to know if you are “doing it right”
  • Where to learn more

The video refers to “Circles,” which is a common term for peer
coaching groups. The video also refers to two key tools for conducting a successful
peer coaching group meeting, including the Authenticity Circles Quick
Reference
and the Session Management Form that each
member of a group gets. You might print out those tools to have available as
the video references them. A PDF of the slides for the video can also be downloaded
from An Overview of Action Learning: Peer Coaching Group Format.

Then, Draft the Initial Design ofYour PCG

Key Considerations

  1. What is the common goal or challenge that each of you wants to address?
  2. How many members will you have (Four to five is typical, but no more.)
  3. How many group meetings will you have? (Six is typical.)
  4. How long will your meetings be? (Ninety minutes is typical. See the suggested
    agenda below.)
  5. How often will you meet? (Every two to four weeks is typical.)
  6. How will you communicate among yourselves (in-person or virtual)?
  7. Who will facilitate each meeting? The Circles Quick Reference includes the
    tasks of the facilitator.

Consider These Ground Rules

These ground rules have been used in many meetings. They are listed in the
Circles Quick Referencet that each member gets. They are mentioned at the beginning
of each meeting.

  1. Start and end on time.
  2. Confidentiality is assured.
  3. Keep the session process highly focused.
  4. Manage your time slot; help the Circle to help you.
  5. All opinions are honored.
  6. One can disagree with other members and the facilitator.
  7. Contact the facilitator and other members if you cannot attend the next
    session.

Then, Organize and Train Your Group Members

  1. Select at least one additional person who might have a similar interest
    or need as you.
  2. Share this web page with them.
  3. Encourage them to see the video.
  4. Ask them if they have any questions or suggestions about the information
    on this page.
  5. Ask them if they would like to try forming your own peer coaching group.
    It doesn’t have to be perfect. You can improve it as you go along.
  6. You all could plan your progress in the group by each of you having a personal
    Learning
    Plan
    .
  7. Hold your first 90-minute meeting in which all of you:
    1. Share your confidential contact information among each of you.
    2. Share your impressions of the information in the video.
    3. Share your introductions.
    4. Schedule your next six 90-minute meetings.

Consider This Agenda for Each Group Meeting

The recommended step-by-step agenda is itemized in the section “Circle
Session Agenda” in the Circles Quick Reference that each member gets. Notice
that peer coaching groups are not trainings or discussion groups. Instead, they
are structured meetings intended to meet the current needs of each member of
the group.

Opening (7 minutes)

    1. Review values and ground rules in the Circles Quick Reference
    2. Each member selects a priority to get coached on.
    3. Do a brief check in from each member.
    4. Quickly share any materials suggested in the previous meeting.
    5. Review guidelines for coaching and coaching others (in the Circles Quick
      Reference).

Sharing Help (up to 75 minutes)

In round-table approach, each member gets 15 minutes to:

    1. Share the status of any actions that they took from the previous group
      meeting, and what they learned from those actions.
    2. Share a current priority that they’d like to get help with.
    3. Get help from other members in the form of advice, materials and especially
      thoughtful questions.
    4. Select at least one realistic action to take toward addressing
      their priority.

With four members instead of five, each member would get 18 minutes. Even though
coaching sessions are 15-18 minutes, all members learn durig the entire meeting.

Closing (8 minutes)

  1. Each member documents learning and results from the meeting.
  2. Members optionally share out loud what they have learned.
  3. Each member shares out loud, a rating of the quality of that meeting from
    “1” (very low) to “5” (very high), and what could be done
    to improve future meetings.
  4. Verify date and timing of next meeting.

Consider These Actions for Members Between Meetings

Each group member conducts the action(s) that they selected when they were
coached. They also might share questions, answers and suggestions to help members
address their priorities and improve their meetings. They also update their
Learning Journals. Here is a sample Learning
Journal
in which each member can document their own new learning from the
meetings.


Frequently Asked Questions

Frequently
Asked Questions About Peer Coaching Groups


General Resources

About Facilitation
About Meeting
Management
How
to Improve Your Listening Skills
Skills
in Questioning
Numerous
Activities for Learning

Forming Your Own Study Groups

The above agenda for a support group could be slightly modified to form a study
group, as well. During each member’s time in the meeting, he or she can get
help, especially with understanding and applying the content from some source
of expert knowledge about a topic, for example, a lecture from a class, a chapter
from a book, or content from a podcast. Here is more information about forming
study groups.

Five
Tips for an Effective Study Group

How
to Form a Successful Study Group: Tips and Strategies.
How
To Create an Effective Study Group
How
to Run a Successful Study Group

Forming Your Own Coaching Group

The above agenda could be modified to form a peer coaching group, as well.
During each member’s time in the meeting, he or she can get help, especially
in the form of thoughtful questions about the member’s perceptions, assumptions
and conclusions.

Ultimate
Guide to Coaching Groups
Effective
Group Coaching 101
Group
Coaching: Benefits and Key Characteristics
All About
Coaching


For the Category of Personal Development:

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.

Related Library Topics

Recommended Books


Frequently Asked Questions About Peer Coaching Groups

peer-coaching-groups

Frequently Asked Questions About Peer Coaching Groups (PCGs)

We assume that you have already read the information on the page Start a Virtual Support Group to Help With Stresses of COVID-19. The information on that page would answer all of the typical questions about planning and operating a support group. However, the following questions still tend to get asked. The phrases “support group” and “peer coaching group” (PCG) are used interchangeably.

About the PCG Process

About Membership

About Facilitating

About Coaching

About Modifying the PCG Process

About Using Materials and Getting Help


Who Are the “Peers” in PCGs?

All members are “peers” in that they come together as equals to support every member’s progress during the group’s meetings. Thus, in a PCG intended as a support group, you could have a senior executive from one company with a secretary from another company — and they’d still be peers in the group.

How Are the PCGs So Good at Helping Members to Support Each Other?

Support means more than letting people express their feelings — and affirming and validating them, as well. It also means helping people to perceive their situations differently and to act on those situations. PCGs are great for helping people to do all of that. In PCGs around the world over the past two decades, members often report that networking and support are the two biggest outcomes that they are getting from each other.

How Can People Feel Safe and Accepted in PCGs?

All of the members in the PCG have something in common — they all understand each other’s situation. Members also share biographies and introductions with each other. The ground rules (that are asserted at the beginning and end of each meeting) ensure confidentiality, that all opinions are honored and that members can respectfully disagree with each other.

However, the most powerful experience of safety and acceptance for each member is when he or she is getting help from other members in each meeting. Help is in the form of nonjudgmental feedback, advice and thoughtful questions, as well as contacting each other between meetings.

Are PCGs Really Just Therapy Sessions?

No. PCGs are focused on each member’s current priority in life or work, and about what he or she can realistically do about it before the next group meeting. Unlike therapies, PCGs are not focused on continuing to analyze each member’s past in order to address a strong, recurring emotional and/or mental problem that has had a significant and adverse effect on the member’s life. (Note that some approaches to therapy, for example, Carl Roger’s self-directed therapy, would seem somewhat similar to the approach used in support groups.)

Don’t I Have to Be a Therapist to Do a Support Group?

No. There is a large number of support groups started by the members themselves. Many of the topics correspond to the vast range of medical maladies that many people experience around the world. In those groups, members help each other by doing what many people do with their friends: they listen, they affirm, they encourage and they empower.

How is the PCG Process Evaluated?

Near the end of group meeting, each member shares out loud, a rating of the quality of that meeting from “1” (very low) to “5” (very high), and what he or she could have done during that meeting in order to improve that meeting. Also, more comprehensive evaluations can be done half-way through the number of meetings and shortly after the last meeting.


Where Can I Get Members for My PCG?

There are millions of people concerned about the virus and many of them have concerns like these. To recruit two to four people for your group, you could reach out to your friends, neighbors, members of organizations that you belong to, contacts in your social media groups and contacts in your email. Give them the Web address of this page Help Each Other Deal With COVID-19 Impacts and ask them to read the “Introduction.” It concisely explains the need for support groups and how they could be so very helpful.

I Want to Join a PCG. Can You Help Me?

At this point, we are not equipped to manage a waiting list of facilitators and potential group members, and then to begin matching them together. Thus, we are counting on people to self-organize their own groups now. (If you’ve got ideas, we’d love to hear them.)

How Can a Person Know If They’ll Be a Suitable PCG Member?

If a person isn’t sure whether they would be comfortable in a PCG process, then read this article and decide:


What Do I Do When I Facilitate?

The specific tasks of the facilitator are itemized in the section “Facilitation Tasks” in the Quick Reference. There are even more specific talking points in facilitating through a Quick Reference in the document:

Where Can I Learn Even More About Facilitating PCGs?

In addition to the tasks in the section “What does the facilitator do?” in the Circles Quick Reference, the facilitator could review the guidelines in the following document:

That document is about when to intervene, what to do if the process is not working for some members, how to deal with conflict, how to address problems in attendance and participation, how to remove and add members, and how to deal with strong emotions.


How Do I Know What Priority to Get Coached On?

Choose whatever priority is most important to you now. You are the expert at what is most important to you. Do not worry about how small or large in scope that the priority is. Your priority can change from one meeting to another.

What is “Coaching” in Each Meeting?

Coaching is the nature of the help that members use to help each other in their meetings, whether it is advice, brainstorming or thoughtful questions.

NOTE: There are strong feelings, especially among practitioners in the profession of personal and professional coaching, that coaching is only the asking of thoughtful questions. Thus, they might strongly disagree with the above definition of coaching. However, the goal of PCGs for support is to be helpful to each member according to their nature and current needs in their meetings.

What Are Some Coaching Approaches (or Models) to Use in PCGs?

There is a vast number of coaching models available to practitioners today. Many of them pertain primarily to one-on-one coaching formats. However, in a group format like PCGs, there are several people coaching concurrently and their time is limited for all of them together. Thus, it is often best to use models that are simple and straightforward to use in a group.

Two examples are “Head, Heart, Hands,” meaning to ask questions about what the member thinks and then feels, but then always what he or she will do (for example, with the hands). Another example is “Caring, Curious and Concise,” meaning that all questions should come from a place of caring and curiosity regarding the member who is currently getting coached in a meeting. Also, because of the tight time frame in a meeting, all questions should be posed concisely to the member.

How Do I Know What Kind of Help to Give a Member?

You might ask the member who is currently getting help during the “Coaching Time Slots” part in the meeting. For example, ask “What kind of help would be most useful to you now? Advice? Materials? Questions? Brainstorming?”

What If a Member Finishes Their Time Slot Early?

Each time slot should include the member’s selecting at least one realistic action to take before the next meeting. If a member believes that he or she has finished the coaching because an action was selected already, then the member should get coached on how that action could occur. The coaching should continue until all of the member’s allotted time has been used.

What is “Successful” Coaching?

A member is doing successful coaching if he or she is continually attending to the member who is currently getting helped. Successful coaching does not mean that the member’s priority or problem has been successfully solved.”

How Do I Know What Actions to Take Between Meetings?

The actions that you take (as a result of the help that you get from other group members) is up to you to select. However, it should be an action that is realistic to accomplish before the next meeting.


How Much Can I Modify the Process?

You can modify the process to suit the nature of needs of your members. However, you should always retain:

1) individual time for each member to get coached in each meeting,

2) verifying that each member’s actions from the coaching are indeed realistic, and

3) an evaluation activity in each meeting that requires each member to rate (out loud) the quality of each meeting.

How Can I Modify the PCG to Suit My Culture?

If you believe that your members would benefit from having the PCG process adapted to a particular culture. then use the guidelines in this article:

How Do Members Do Virtual PCGs?

See the section Select Which Virtual Technologies to Use.


Can I Use Your Materials in My Group?

All of the resources marked with the Creative Commons terms on the bottom can be freely shared.

Where Can I Get Help?

See Sources of Help

(In order of above photos, courtesy of Pixabay, Prateek and Tembella Bohle on Pexels.htm)


For the Category of Personal Development:

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.


Topics in U.S. Employee Law: Sexual Orientation

Lawyers in an office going through documents

Topics in U.S. Employee Law: Sexual
Orientation

This section of the library provides miscellaneous information
which may be helpful as an overview of various aspects of business
law in the United States of America. Businesses designing personnel
policies should obtain advice from an attorney specializing in
the area of employee laws. Businesses requiring legal advice regarding
potential or current litigation should seek counsel from an attorney.

Note that employees laws apply the same to for-profit and nonprofit
organizations.

Also consider
Related Library Topics

Various Perspectives

Sexual Orientation Discrimination?
Employment
Discrimination Against Gays and Lesbians

The
National Journal of Sexual Orientation Law

Learn More in the Library’s Blog Related to this Topic

In addition to the articles on this current page, see the following blog which has posts related to this topic. Scan down the blog’s page to see various posts. Also see the section “Recent Blog Posts” in the sidebar of the blog or click on “next” near the bottom of a post in the blog.

Library’s Human Resources Blog


For the Category of Legal:

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.

Related Library Topics

Recommended Books


Topics in U.S. Employee Law: Sexual Harassment

Businessman sitting beside a legal expert taking notes

Topics in U.S. Employee Law: Sexual
Harassment

Assembled by Carter McNamara, MBA, PhD

This section of the library provides miscellaneous information
which may be helpful as an overview of various aspects of business
law in the United States of America. Businesses designing personnel
policies should obtain advice from an attorney specializing in
the area of employee laws. Businesses requiring legal advice regarding
potential or current litigation should seek counsel from an attorney.

Note that employees laws apply the same to for-profit and nonprofit
organizations.

Also consider
Related Library Topics

Various Perspectives

Sexual
Harassment

Violence and Sexual Harassment Resources
Guidelines for
employers regarding sexual harassment

Avoiding
sexual harassment for supervisors

Male-on-Male
Sexual Harassment

Is that illegal?

Learn More in the Library’s Blog Related to this Topic

In addition to the articles on this current page, see the following blog which has posts related to this topic. Scan down the blog’s page to see various posts. Also see the section “Recent Blog Posts” in the sidebar of the blog or click on “next” near the bottom of a post in the blog.

Library’s Human Resources Blog


For the Category of Legal:

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.

Related Library Topics

Recommended Books


Topics in U.S. Employee Law: Religious Rights of Employees

Different religions drawn on papers glued to a plain background

Topics in U.S. Employee Law:
Religious Rights of Employees

Assembled by Carter McNamara, MBA, PhD

This section of the library provides miscellaneous information
which may be helpful as an overview of various aspects of business
law in the United States of America. Businesses designing personnel
policies should obtain advice from an attorney specializing in
the area of employee laws. Businesses requiring legal advice regarding
potential or current litigation should seek counsel from an attorney.

Note that employees laws apply the same to for-profit and nonprofit
organizations.

Also consider
Related Library Topics

Various Perspectives

What
religious accommodations do I have to give my employees?

Religious Freedom Restoration Act
Going overboard on religious protections could come back to bite in multicultural Australia

Learn More in the Library’s Blog Related to this Topic

In addition to the articles on this current page, see the following blog which has posts related to this topic. Scan down the blog’s page to see various posts. Also see the section “Recent Blog Posts” in the sidebar of the blog or click on “next” near the bottom of a post in the blog.

Library’s Human Resources Blog


For the Category of Legal:

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.

Related Library Topics

Recommended Books