Changelog

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Clean, unified document management

• Admins can browse and search for documents more easily using quick click filters like Agreement, Tax, and Invoice, while team members get a cleaner interface to view their own documents.
• Each document offers menu options for admins to rename, stop sharing, delete, or show the original source for the document
• Preview documents directly from the list in an inline panel, so you can quickly review files without losing your place.

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New bank account flow: Smarter and faster setup

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Other improvements

• New Accountant role: We added a new Accountant role for managers, designed for both internal and external accountants. This role provides access to manage accounting automation and run all reports.
• Payroll totals in groups: When you work with payroll groups in Run > Payroll, you’ll now see a total amount in the header for quick reference.

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View benefits for US employees in one convenient place

• View benefits at a glance: All active benefits are shown in the Benefits tab with details including effective dates, tax treatment, and employee and employer contributions.
• View benefits history: All active and historical benefits are displayed in a timeline view.

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Other improvements and fixes

• Other earnings restricted to second pay period for certain countries: Bonuses and commissions can now only be requested in the second pay period of a month for international employees in countries with restricted payout schedules, like Mexico.
• Usability improvements when editing payroll: When editing payroll items, warning messages for zero-amount “other earnings” are now delayed until you try to save. We also do a better job clearing errors as you make corrections.
• Visual fixes related to style upgrades: As part of an ongoing project to upgrade styles behind the scenes, we inadvertently introduced a few visual glitches—such as buttons not appearing correctly as buttons. We’ve corrected these issues.

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A small layout upgrade and behind-the-scenes improvements

• Layout refresh for team profiles: We’ve updated the tab layout on team member profiles to make more space for upcoming features arriving soon.
• Smoother handling of recurring reimbursements: We fixed an issue that could cause recurring reimbursements to be duplicated when editing payroll to override amounts.
  • To update or stop recurring reimbursements, make changes directly in the team member’s profile — not by editing a payroll item directly
  • You can still add one-time reimbursements directly in payroll, but recurring ones can’t be edited or removed there
• Fixes to accounting automation: We resolved multiple bugs affecting how Plane syncs and updates accounting data:
  • Fixed a bug where users were blocked from marking accounting items as “prepared”
  • Fixed an issue where account mappings in QuickBooks Online didn’t load correctly, preventing users from selecting accounts or seeing account names
• More accurate payroll timing for EOR expenses: We fixed an issue that, in certain edge cases, caused some expenses in EOR payroll to be assigned to a past pay period — resulting in them being skipped during processing.
• Onboarding status fix in the People report: Onboarding status is now shown correctly.
• Expanded list of time-off types: We added several new time-off types to support broader use cases.
  • New types include: Marriage leave, Working time reduction (RTT), Family / Compassionate leave, and Dependent sick leave
  • These types are not enabled by default; organization admins can choose to enable them as needed in Time-off settings.

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More flexibility for non-standard payroll scenarios

• Run bonus-only, reimbursement-only, and other non-standard pay setups without regular earnings
• Clearer inline warnings and errors explain what will be skipped in payroll and what needs to be fixed

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Other improvements and fixes

• Missing 401(k) year-to-date values on earnings statements fixed: Year-to-date contributions now appear correctly on earnings statements for all employees.
• Some approved expenses not included in payroll fixed: Approved reimbursements now correctly attach to payroll.
• Cancelled recurring reimbursements fixed: Resolved an issue for specific cases where discontinued reimbursements reappeared in payroll.
• Run payroll loads much faster: We significantly improved load times for the Run payroll page, especially for larger payrolls.

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Greater clarity around payroll blockers and issues

• A critical task is now pinned to the top of your dashboard when payroll is blocked; it disappears once resolved, and you’ll get an in-app notification
• We’ve redesigned the Payroll > Issues page to help you understand what’s blocking payroll, what needs attention, and what to do next
  • Company-level blocking issues now appear with greater urgency, showing a Resolve ASAP label, deadline, and the number of employees affected
  • Non-blocking issues include clear guidance about risks like late filings or penalties
  • The Issues page is now linked directly from Payroll in the sidebar menu
• Status updates refresh much more quickly — in near real-time so you’re always up to date

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Other improvements and fixes

• Time-off tab error resolved: Fixed a permissions issue that prevented the Upcoming Time-off tab from loading
• No more duplicate contractors in off-cycle payroll: Contractors now appear only once when you’re selecting payees in off-cycle payment flows
• Date fixed when discontinuing payroll: The “Discontinue after” date selector no longer allows selections outside of valid payroll periods
• Year-to-date values restored in earnings statements: YTD totals for deductions and employer contributions now display correctly
• Improved pay schedule assignment for US employees: Validation messages are now clearer when start dates fall before, during, or after a pay period, and only open pay periods are shown for selection

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Improvements and fixes

• Pay schedule assignments: When someone is removed from payroll, we clearly show when their payroll ended on their profile’s compensation tab
• Payroll summary report: Department-level breakdowns are now correctly included again for international employees
• Contractor onboarding: Fixed an issue affecting contractors created via Plane’s API, where contracts were incorrectly expected to be signed after the contractor was invited
• Payroll details: Resolved a display issue where some payroll components weren’t showing in the Payments section of a team member’s profile

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All customers get compensation updates — plus key fixes

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Improvements

• Update on compensation changes: All customers can now manage bonuses, allowances, and other earnings from a team member’s profile. We also made a few updates to improve clarity and usability. Learn more
• People report improvements: The report now reflects the separate status tracking we introduced earlier—showing individual fields for employment status, onboarding, and offboarding. Previously, these were merged into a single status, making it harder to tell where someone was in their journey.
• Error page navigation: We added a “Go back” button to the general error page. Previously, users often clicked “Sign out” after encountering an error, not realizing they could simply use the browser’s back button.

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Fixes

• Expense report exports: Users can export expense reports to CSV and Excel without errors
• Payroll detail view: From a team member’s profile, drilling into a payroll payment now shows the correct payroll item view for international employees, instead of incorrectly linking to the earnings statement PDF
• Form I-9 message: US employees no longer see the message “This request is already closed” after submitting Form I-9