Improved expense reporting
A new Expenses report is now available that enables admins to view expense details and download the results to a CSV file.
Other Improvements and Fixes
- Admins can now connect more than one bank account to Plane, and switch between them without having to re-verify every time.
- Restored the ability to set compensation, start date, job title, and responsibilities for international employees when adding them to Plane. These inputs are available as onboarding tasks.
- Fixed an issue that blocked payrolls without any regular earnings, e.g. commission-only payrolls
- Fixed filtering by team member name on the Payments report
HRIS improvements for employment tracking
Numerous improvements were made to the Team member profile for tracking employments.Improvement
- Original start date was added for reporting purposes. You can use this feature to capture the original start date of a re-hire or for a person who joined via an acquisition.
- Employee number was added to store employee IDs from an external system. This can be useful to pull into reports when you’re cross-referencing data from Plane with other systems.
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Team member classifications were also updated for more granular tracking (e.g., salaried vs. hourly, full-time vs. part-time, at-will vs. fixed, and more)
Improvements for US payroll bank account setup
The company bank account that is added to Plane is now always used for US payroll. Previously, a bank account had to be added and maintained separately.Improvement
A separate US payroll debit authorization is needed after a bank account is added to Plane. This is done using the ‘Authorize payroll debits’ action. Additional setup steps were also reorganized as shown below.
Support for paydays on the 1st and 15th
Pay schedules using a twice-per-month frequency now support paydays on the 1st and 15th of the month. Previously, only the 1st and 16th of the month were supported.Improvement
Funds debited on payroll screens and statements
Payroll screens and statements now include a separate value for Funds debited, which can differ from Total payroll.Improvement
Total payroll represents the total employer cost. Funds debited represents the amount needed to process payroll and doesn’t include amounts that are sent outside of Plane. In the example below, the employee has 401(k) benefits that are sent directly to the provider.
More flexibility for Form W-8/W-9
Admins using the Unified Payroll and HRIS experience have more flexibility in requesting Form W-8/W-9 from contractors and vendors.Improvement
- If the decision to collect tax Form W-8/W-9 was skipped during contractor onboarding, admins can later choose to request it
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Admins can also request a new version of the form anytime
Team member profile: document improvements
We made several improvements to the Documents tab of the Team member profile.Improvement
- We made it easier for admins to manage Plane-provided contracts by making actions more visible (e.g., discarding drafts, terminating a contract, and more)
- New visual indicators enable you to view the signature status of contracts at a glance
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Admins can edit documents to upload new versions and set whether the team member associated with the document can view it
