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Process final paychecks after termination

You can now add terminated team members to off-cycle payrolls to process their final paychecks after termination.Process final paychecks after terminationIn the Off-cycle payroll page, select team members from the dropdown list to add them to the off-cycle payroll. All team members, including terminated workers, are available for selection in the list by default; you can exclude terminated individuals from the list by using the “Exclude terminated people” filter. To include them again, use the “Include terminated people” filter.This feature is available for terminated contractors and US (W-2) employees.

Other improvements and fixes

  • Contractors must now provide an address before signing a contract, resolving a previous error caused by a missing address
  • We fixed an issue that prevented recurring reimbursements from displaying on team member profiles
  • Employee names and YTD totals now display properly on payroll earnings statements, and information on the bottom-right corner is no longer cut off

New team member experience released to all users

All contractors, employees, and vendor contacts have access to Plane’s new team member experience.New team member experience released to all usersUsers now see:
  • A new dashboard that makes it easier to view actionable tasks and important notifications, with shortcuts to common actions
  • Dedicated pages for tasks and notifications where you can browse all recent and historical information
  • A new Personal page where users can update legal and preferred names and change their personal email associated with their Plane account

Other improvements and fixes

  • We resolved an issue that prevented some users from viewing payment requests
  • We fixed a defect that caused the check amount on earnings statements to show as zero

New HR experience migration completed

We finished migrating all customers to the new HR experience, which provides several improvements over the previous experience.
  • Track more detailed HR data for your team
  • Schedule and manage compensation changes more easily
  • View when compensation changes were made and by whom New HR experience migration completed
The previous experience has been retired. Learn more.

Other improvements and fixes

Vendor management

We made several improvements to vendor management and retired the legacy experience.
  • When you add a vendor, you don’t need to add a country or currency, because they are automatically pulled from their business address and bank account
  • You can more easily edit vendor information such as their legal business name and contact details
  • The actions in the right sidebar of vendor profiles have been reworked to make them easier to understand

Accounting automation

We added many usability improvements to the setup process.
  • First-time users now see information in the app on how to get started. When an app is not connected or when chart of account mappings have not been defined, users will see banners pointing them to the right setup pages.
  • You can now make bulk edits for chart of account mappings, which means you can save a lot of time in the setup process
  • We added visual progress indicators on the mappings page to show users how much of the setup process they have completed
  • Check out our new help article: Setting up accounting automation

Introducing accounting automation

We just released Plane’s accounting automation, which streamlines your month-end close for all financial transactions from Plane.Introducing accounting automationThe accounting automation integrates with QuickBooks Online and will be released for other platforms in the future.

Learn more

Other improvements and fixes

  • US employees who were removed from payroll can be re-added
  • We fixed an issue that caused some expense reports to be excluded from payroll

Improved compensation history

Compensation history now shows more detailed information. In addition to showing when a compensation went into effect or is scheduled to go into effect, we now display the date the change was added and by whom.Improved compensation history

Other improvements and fixes

  • Compensation changes will never override manual payroll adjustments to regular earnings. When applicable, admins now see a message telling them which manually edited pay periods won’t be affected by a compensation change.
  • A person’s initial compensation is always aligned to their start date in the platform. If their start date changes, their initial compensation also shifts to the new start date.
  • We restored the ability for admins to change the approval setting (manual or auto) on pay schedules
  • The Run payroll page loads faster
  • We fixed a defect that created duplicate payroll items for some people
  • We resolved the issues causing an error when viewing Payroll history for international employees
Note: Improvements to compensation history and compensation changes are available to customers using Plane’s newest HR experience. Customers still using the original experience will be migrated in June.

New system supporting complex payroll calculations

We implemented an entirely new system under the hood to manage payroll earnings calculations.This change also improves usability. When several adjustments impact someone’s pay, each change is now clearly outlined on the payroll item, making it easy to understand.

Unpaid time off reduces payroll earnings

This is the first enhancement built using the revamped system. The regular earnings for employees and contractors on payroll are now automatically reduced when their unpaid time-off requests are approved. When unpaid time off spans more than one pay period, regular earnings are reduced appropriately in each pay period. Learn more.New system supporting complex payroll calculations

Shortcut to open additional Plane company accounts

Plane customers can now open a new company account from the profile menu, directly in the platform, without having to contact Plane Support.The new account application pulls information from their existing profile and only requires the name of the company to get started.Shortcut to open additional Plane company accountsThe new profile becomes immediately available in the menu so admins can switch between different companies.

Other improvements and fixes

  • W-2 employees who change their default bank account are now paid in the correct default bank account. Bank account changes must be made before payroll starts processing to be applied to the current paycheck.
  • We fixed an issue that prevented some admins from making payroll changes in USD

Improvements and fixes

This update includes several improvements and fixes:
  • Business name is now optional in contractor onboarding
  • Termination date was added to the People report
  • Corrected W-2s now display properly under Taxes > Tax documents
  • We fixed an issue that prevented an off-cycle payroll from processing when its pay period matched a regular payroll
  • We fixed an incorrect link for the Payroll Journal report
  • We fixed an issue that incorrectly displayed “Plane is collecting compliance documents”
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