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Improvements and fixes

This update brings several improvements and fixes:
  • Pages across the platform load faster
  • Resolved an edge case affecting pay rate calculations for off-cycle payrolls
  • Exported data from the People report now correctly includes terminated and archived team members unless filtered out
  • Journal entries now exclude skipped payroll items
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Streamline compensation requests for international employees

You can now request compensation changes for your international employees directly in Plane.Streamline compensation requests for international employeesNote: This feature is being rolled out in phases through the end of 2024. See the step-by-step guide to learn more.

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Other improvements and fixes

  • We made the layout of a person’s pay schedule more compact by combining pay rate and standard hours and only displaying a description when it exists
  • Pay rate and standard hours per pay period are displayed for contractors who have regular earnings and are assigned to a pay schedule
  • Search has been improved to match names with special characters to their English equivalents; e.g. searching for “Amy” will match “Ámy”
  • You can now download reports in Microsoft Excel (.xlsx) format, in addition to the existing CSV option.
  • We fixed a navigation issue in Pay Contractors where users were always redirected to the first page after selecting a payment request. Now, users continue working from where they left off.
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Payroll auto-stops for terminations

When a contractor or US employee is terminated, payroll now automatically stops after their last day of work. If their final day falls mid-pay period, their last paycheck is prorated.Payroll auto-stops for terminationsAdmins can also discontinue payroll without terminating the team member, which is useful for changing a person’s pay schedule or switching contractors to direct payments.Note: This change does not apply to international employees under the employer-of-record model.

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Other improvements and fixes

  • A person’s updated country now displays correctly in payroll screens and notifications
  • The new admin dashboard experience now loads faster
  • W-8BEN and W-8BEN-E forms are always generated with the checkbox checked: “I certify that I have the capacity to sign for the entity identified on line 1 of this form.”
  • Employees under the employer-of-record model with Plane can once again manage their bank accounts
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View upcoming calendar events and milestones on your dashboard

Admins using the new Home experience can now access “glances” for key events, milestones, and more, on their dashboard.View upcoming calendar events and milestones on your dashboardYou can quickly view important dates, such as:
  • New team members joining
  • Work anniversaries
  • Team members’ time off
  • Public and bank holidays
These views highlight what’s happening in the next two weeks. For details, you can drill down or access the full calendar view by month.

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The old Home experience will be replaced

The new Home experience has been in preview for several months, offering improved task and notification features, along with faster loading times. With the addition of the new glances and calendar, we’re ready to transition all remaining users to the new Home experience.

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Other improvements and fixes

  • Admins using accounting automation can now easily navigate between accounting periods using previous/next navigation controls
  • Long city names on the Onboarding page are now truncated when space is limited, with the full name available via tooltip
  • Users can no longer be assigned to their first payroll period if it ends before their start date, preventing the creation of invalid zero-earning payroll items
  • Flags now display correctly for team members located in Peru
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Preview future payrolls for improved planning and accuracy

We just released the Payroll Preview report, enabling you to preview current and future pay periods to understand the effects of onboarding, offboarding, and compensation changes.We just released the Payroll Preview report, enabling you to preview current and future pay periods to understand the effects of onboarding, offboarding, and compensation changes.Preview future payrolls for improved planning and accuracyPreviews are available for US and contractor payroll up to three months in advance. Previews for international employee payroll will be provided in a future release.

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Other improvements and fixes

  • Education/Training was added as an expense reimbursement category
  • We restored the display of Payment date on the Expenses report and improved the payment status filter to use a drop-down list of values instead of free-form text
  • We fixed a display issue where a team member’s compensation, such as annual salary, was incorrectly displayed on payroll items
  • The contractor’s name in the Payments details page is now hyperlinked to their profile for improved navigation
  • Overtime earnings now require hours to be added, resolving an issue where missing hours blocked payroll
  • We fixed an issue where previously completed onboarding tasks remained open
  • All reports now include Employee number, which stores employee IDs from external systems
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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.

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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
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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

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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
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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.

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Other improvements and fixes

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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

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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
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