Easily access beta features & customize your workspace
The Features catalog is a central place to explore everything available in Plane, so you can stay up to date on what’s available.
Beta features you can turn on in the catalog today include:
- Plane Agent for Slack: Your AI-powered teammate that does your back-office work for you, right in Slack.
- Offers: Create, send, and track offer letters directly in Plane.
- Workforce Planning: Model future headcount and see the fully-loaded employer cost.
To use this feature:
Go to Features in the sidebar. Open any feature to see what it does, then turn it on or off.A few core features, like Payroll, Payments, and HR, are always on. Read more about how the Features catalog works in the blog post.Other improvements and fixes
- HR Coordinator role: A new organization-level role for people who manage worker profiles but shouldn’t see pay. HR Coordinators can view and maintain worker profiles across your organization, including adding and inviting workers, editing personal and employment details, and checking setup status. Compensation, payments, and payroll stay hidden.
- Calendar now excludes events for people who’ve left: Birthdays and work anniversaries for terminated or archived team members no longer appear in your calendar.
Ask your AI assistant about more of your Plane data
We expanded Plane’s MCP server so that more of your workforce data is reachable from your AI assistant. If you’ve connected Plane to Claude, ChatGPT, or another MCP-compatible assistant, you can now ask about:- Time tracking
- Employment history
- Workforce Planning (in beta)
Other MCP improvements and fixes
- We updated our MCP documentation with an expanded introduction, step-by-step setup for Claude and ChatGPT, and an API-key fallback. See it at docs.plane.com/guides/mcp.
- We made the MCP tool descriptions clearer and improved error handling, so your assistant returns better results.
Sign in faster and more securely with passkeys
You can now conveniently sign in to Plane with a passkey instead of typing a password. Your device or password manager keeps the passkey safe and unlocks it at sign-in, so there is nothing to remember or type.
Other improvements and fixes
- Review and sign out active sessions: From your user settings page, you can now see every device signed in to your account and sign any of them out, so a shared or lost device can be ended remotely.
- Bank account changes are now verified by email: Because passkeys let team members use Plane without a password, changing a personal bank account no longer prompts the user for a password. Verification now requires providing a one-time code sent by email.
More flexibility in how you pay contractors and view balances
When paying contractors, you can now change your funding source before scheduling the payments.Choose your funding source
Contractors across multiple entities
When you’re paying contractors who belong to different entities, Plane automatically groups them on the review page so each entity uses its own funding source.A refreshed Balances page
We rebuilt the Balances page with a cleaner look that matches the rest of Plane. You can now download statements as PDFs, and workspaces with multiple entities see one balance per entity.Other improvements and fixes
- Accounting automation captures all invoices, not just subscriptions: Previously, only subscription invoices flowed into the accounting. Other invoices, like EOR deposits, now appear as accounting items so finance teams can see and reconcile them. These items require manual account mappings for now — pre-built mappings for the new invoice types will come in a follow-up release.
- Archive team members with a cancelled onboarding: Workers whose onboarding was cancelled used to remain in a pending state, and can now be archived.
- Employee title changes save reliably: Edits to an employee’s title were sometimes silently dropped on Save, and now take effect.
New time entries reports: one for admins, one for team members
You can now easily review and export your time entries in a structured format. We’ve added two Time entries reports: a workspace-wide view for admins, and a personal view for team members.
Other improvements and fixes
- Optional W-8/W-9 collection for contractors: W-8/W-9 collection is now optional in the new contractor onboarding flow, for customers who prefer to collect these forms outside of Plane.
- COBRA and termination reminders for U.S. employees: Terminating a U.S. employee now shows a reminder that Plane doesn’t notify the employee on your behalf. When the employee has active health benefits, a second callout flags the employer’s COBRA continuation-coverage obligation.
- New expense reimbursement categories: Healthcare, Wellness, Coworking, Software, and Hardware are available as reimbursement categories.
- Easier accounting reconciliation for Plane subscriptions: Subscription journal entries for monthly plans continue to post to the end of the period; annual subscriptions now post to the invoice date. Both memos reference the invoice number.
- Benefit changes sync to payroll preview again: We fixed a bug that delayed the sync of benefit changes to the payroll preview. Syncing is back to near real-time.
New onboarding experience: Move faster and always know where things stand
We’ve completely redesigned the onboarding experience for contractors, international employees, U.S. employees, and vendor contacts.
Other improvements and fixes
- Vendor department mappings: Vendor profiles now include a Department field. If you use accounting automation, you can apply department-based mapping rules so vendor expenses route to the correct GL account.
- More flexible chart of account mappings: When configuring account mappings with department-specific rules, the top-level account can now be set to “No account.” For example, if a worker is missing a department or a rule hasn’t been configured for them, their accounting item will remain unmapped and surface as an exception instead of being silently misclassified to the top-level account.
- Benefit type locked after saving: Once you define and save a benefit, the benefit type can no longer be updated. This change avoids potential downstream issues.
- Benefit end dates: We fixed issues related to setting end dates on benefits so they now work as expected.
Stay aware of important events in Google Calendar
Admins can now subscribe to the Plane calendar so events in their workspace appear automatically in Google Calendar and other calendar apps.
- Events stay in sync automatically when they are added or updated in Plane.
- The calendar feed can also be used with Apple Calendar, Outlook, or any calendar that supports the iCal format.
To use this feature
- Go to Calendar > Calendar and click Add to Google Calendar to subscribe
- Or copy your private calendar link and add it as a subscription in your preferred calendar app.
Other improvements and fixes
- PTO payout earning type: You can now add PTO payout as a separate earning type instead of using allowances. PTO payouts are taxed as regular earnings and appear in payroll like other earnings. If you’re using Plane’s accounting automation with QuickBooks, PTO payouts can be mapped to a separate GL account.
- Benefit end dates align with pay periods: Fixed an issue that could prevent adding end dates to certain benefits and cause dates to appear outside pay period boundaries. Benefits now align correctly with payroll periods and sync reliably.
- Payroll item amounts stay aligned: Fixed an issue where long tax, deduction, or benefit names could wrap to multiple lines and cause the amount column to appear misaligned in the payroll item view.
New look for onboarding team members
We’ve refreshed the onboarding experience with a cleaner, more user-friendly layout that gives you better visibility into the onboarding process.
- Better organization: Tasks are now grouped into checklists by category (Employment, Profile, Compliance, etc.), so it’s easier to see what needs to be done.
- Enhanced visibility: See all worker tasks upfront with granular status tracking. Previously, worker onboarding status was summarized as high-level milestones — now you know exactly where they’re at in the process.
- Consistency: The interface now matches how tasks are represented throughout your Plane dashboard.
Other improvements and fixes
- “Save and continue” works correctly when adding a team member: The button is now disabled until required information is complete, preventing confusion across worker types.
- Benefits and deductions report sorts correctly: The general export now sorts by Pay date (newest first), then Last name, First name, and Contribution type.
- Missing date of birth payroll issue displays correctly: The Payroll issues page now shows “Employee is missing date of birth” instead of a generic error.