Changelog

​

Ask Plane Agent right from your Dashboard: follow onboarding, understand payroll, and more

​

One click from your records

​

Get more detailed answers

• Follow onboarding: ask where a new hire’s onboarding stands, which tasks are open or overdue, and who needs to act.
• Ask what’s in a document: Plane Agent now reads a team member’s documents, so you can ask about what they say, not just whether they exist.
• Check contract terms: ask about a team member’s contracts, their terms, status, and who has signed.

​

Other improvements

• See its reasoning: follow what the Agent is doing as it works. It folds away beside the answer when it’s done.
• Stop a reply: press Stop while the Agent is working.
• Manage its settings: Plane Agent has its own settings page, under Workspace > Agent in settings.

​

For builders and developers

• Onboarding progress: list a team member’s projects, and get each project’s tasks with their status, due date, and who needs to act.
• Contracts: list a team member’s contracts with their terms, status, and signatures.

​

Keep your department list current: archive and restore departments

• Archive and restore from People > Departments: choose Archive from a department’s menu, and Restore to bring it back.
• Existing assignments stay in place: team members already in an archived department stay in it, and accounting settings that use it keep working.
• Plane Agent can archive and restore departments: once an admin allows it, ask it to retire the ones you no longer use after a reorganization, and use it to find anyone still assigned to an archived department.

​

Other fixes

• Department names stay unique: a department can’t take a name another department in your organization already uses. In a team member’s job information, if you choose Create a new department from the Department field and enter the exact name of an active department, Plane assigns that department instead of creating a new one.
• Manual payroll payments are properly handled in accounting: when an employee’s net pay is paid outside Plane, such as by wire or check, the payroll journal entry records it as Net pay paid outside Plane, a payable you clear against the payment you sent. Map it in Accounting > Settings > Mappings, under Payroll payables.

​

For builders and developers

​

Plane Agent does more and is even easier to use

​

Do more with Plane Agent

• Add team members: create the record and send the invitation.
• Record compensation: a new salary, a bonus, or another one-time earning.
• Decide on time-off requests: approve or decline, with a reason.
• Decide on expense reports: approve, reject, or mark as paid outside Plane.
• Decide on payroll items: approve, cancel approval, skip, or unskip.
• Decide on contractor payment requests: approve or decline. Approval does not pay; the payment follows as it always has.
• Create workforce plans and calculations.
• Terminate an employee or contractor: the agent first tells you what applies, such as a notice period, an active contract, or an upcoming payroll, and goes ahead once you confirm. Employer of record terminations stay with Plane.

​

Easier to work with

• It moves with you: the conversation stays open as you navigate around Plane. Minimize it to the toolbar and pick it up where you left off.
• It knows the record you are on: open a record, such as an employee, and that record is added as context. Ask “when was her last raise?” without naming the employee.
• Your earlier conversations are easier to find: quickly see your most recent, or search your history.
• Plane Agent knows more about itself: ask how something works or where a setting lives, and it answers from Plane’s documentation with links to the pages it used.
• Follow-ups take one click: the agent now offers the obvious next question as a button under its answer.

​

Other improvements

• Reports have been rebuilt: People, payroll, payments, time entries and almost every other report now share one design. Search inside a report, filter a column to a value or a date range, group by up to two columns, choose which columns you see, and download the result as CSV, Excel or PDF. Save any of it as a view, which keeps your filters, sorting, columns and grouping, and belongs to you rather than the workspace.
• Deductions for contractors: add a one-time or recurring deduction from a contractor’s Payments tab, as a fixed amount or a percentage of earnings. Plane withholds it from their next scheduled payment and shows it on their earnings statement. Available for contractors on a pay schedule.

​

For builders and developers

• Offers: create one from a template or from scratch, update it, send and resend it, extend its expiry, or void it. Available through the CLI, MCP, and Plane Agent.
• Contractor payment request decisions: approve or decline a pending request, recorded against the member who asked. Available through MCP and Plane Agent.
• Payroll enrollment facts: list each team member’s payroll enrollment, whether they are eligible, and what is still outstanding. Available through MCP and Plane Agent.

​

Ask your AI app to make changes, with limits you set

​

Personalize Plane’s sidebar: reorder, hide, and add favorites

​

Arrange the sidebar around your work

​

Keep what you use in Favorites

• any page in the sidebar
• a saved view
• a person

​

Other improvements

• Every page shows how you got there: The path at the top names where you are and the steps that got you there, and any earlier step takes you back.
• Type a date instead of clicking through months: Every date field takes typed input, such as next Tuesday or 05/19/27, and the calendar shows you the match before you commit it. Pay periods and the days in a time off request work the same way.
• Clearer explanations on pages: A page for a feature your workspace has not turned on now says what it does and how to start. A page for something you have not used yet shows you how to begin. And when you have worked through everything on a page, it tells you that you are caught up.
• One set of styles across Plane: More screens across the app now use the same set of styles, which gives us a strong foundation as we continue to make improvements.

​

Ask Plane Agent for answers, reports, and reminders in the app and Slack

• Three ways to access the Agent in Plane: Use the Agent button in the top right of any page, the command menu (Press ⌘K [Ctrl+K on Windows], then Tab), or Chats in the navigation menu, where your conversations are saved. See Getting started with the Plane Agent.
• Get answers from your own data: Ask it about team members and their profiles, compensation history, payroll status and what’s blocking it, payments and charges, time off, expenses, or who’s still missing a W-8, W-9, I-9, or W-2. Ask the way you’d ask a person.
• Get the finished report, not just the answer: Plane Agent now reads and creates attachments. Ask for a compliance report on who has signed a W-9 and who hasn’t, and the Agent gathers the data, does the analysis, and hands you the report. Attach a document to show the format you want, and it returns the result as a file you can download.
• Have it remind people for you: When the answer is a list of people who need chasing, ask the Agent to message them. The messages arrive in each person’s Plane notifications, and as a Slack direct message if Slack is connected.
• Your conversations are private to you: Nobody else in your workspace can read them, including other admins and your workspace owner.

​

Other improvements and fixes

• More detail when you review time off requests: The time off list and the review window now name the days: a request for non-continuous days reads Fri 11, Mon 14 Sep 2026, and days that run together collapse into a range, such as Mon 10 – Fri 14 Aug 2026. The review window also flags a request that includes a Saturday or Sunday, in case it was picked by mistake, and Time off history shows when someone last took time off and their next approved dates.
• Journal entries for split funding charges: We fixed an issue in accounting where a large funding for contractor payments or invoices, split into more than one charge, could leave a journal entry out of balance. Journal entries now carry one Funds debited credit line per bank debit, so they balance and each line matches a single line on your bank feed.
• Birthday and work anniversary events: We fixed an issue where these events were not created for team members who joined more recently, so they were missing from the calendar feed.
• State on the People report: A State / Province / Region column is now available on the People report, and the filter accepts either the full name or the code, so Colorado and CO both return results.

​

Sharper tools for AI apps and builders

• More efficient calls: Plane’s tools now accept richer filters and return typed, structured results, so your AI app can ask for exactly the data it needs in fewer steps. Payments, charges, payroll, and time off all got this treatment.
• AI apps find the right tool on their own: Plane describes its capabilities to your app on demand, so longer multi-step tasks are more reliable.
• A more secure connection: We upgraded how AI apps authenticate to Plane to the latest, most secure standard. If you connected your app a while ago, you may be asked to reconnect once.

​

One toolkit, everywhere

​

For builders and developers

• Set pay through the API: The new compensations endpoint records compensation for a worker, either a one-time earning like a bonus or commission, or a new regular pay rate. Accepted records flow straight into payroll, so variable pay can come from your own systems instead of being entered by hand.
• New API surfaces: Entities can now be listed, created, and updated through the API. Partners can create and manage workspaces for the customers they support, with webhook events delivered to the managing partner.
• Write commands in the CLI: The Plane CLI can now create offers and manage their full lifecycle (send, resend, extend, void), add workers, and create payments from the command line, plus new payment and charge filters for scripted workflows.

​

Jump anywhere in Plane with the new command menu

• Go to any page: Start typing a destination like Run Payroll, Reports, or Time Off and jump straight there. The command menu only shows pages you have access to.
• Find people and vendors: Search team members and vendors by name and land directly on their profile.
• New keyboard shortcuts: Go-to shortcuts work from anywhere, no command menu needed. Press g then h for your Dashboard, g p for Team, or g v for Vendors. The command menu shows each shortcut next to its destination, so they’re easy to learn.
• Not just for admins: Team members get the same command menu in their own view, with quick jumps to pay history, time off, expenses, and more.
• The command menu arrives alongside a refreshed navigation menu: The sidebar now remembers which groups you had open and where you scrolled, and it works better on smaller screens.

​

Other improvements and fixes

• A smarter workspace switcher: If you belong to more than one workspace, the new switcher in the navigation menu can search across all of them, and it shows the role you hold in each one.
• Download accounting statements: You can now download statement PDFs directly from the journal entries screen to share with your finance team or accountant.
• Kentucky state withholding: Plane now supports Kentucky’s K-4 withholding form, and tax-form imports no longer fail when they encounter a state form we don’t support yet.
• Same-day starts: We fixed an issue where a team member with a start date of today or earlier stayed pending until the next day. Their employment now activates as soon as the start date is saved.