Payroll Journal report
The Payroll Journal report provides a detailed breakdown of your team’s past earnings, deductions, and taxes. For example, you can view total earnings, allowances, and commissions.New
The report’s columns are dynamic and based on the team members included in the report. For instance, taxes for a specific state are included as report columns when they are relevant to an employee on the report.The report is viewable by admins only.
Other improvements and fixes
- Admins can update IDs from the Team Member profile, e.g., SSNs, passports, etc.
- An Other earnings type was added to US payroll which is treated as non-hourly regular pay and is taxed as regular earnings. A common use for this earnings type is to pay stipends to employees.
- Fixed an issue with adding addresses in Hong Kong by making “State” not applicable.
- Retired the “Archive completed task” in Onboardings. All open tasks like this were auto-completed.
Updated Form I-9 for US employees
Employers are required to complete Form I-9 for employment eligibility verification for all US employees by three business days after an employee’s start date.New
Changes to Form I-9 as of November 1, 2023
Plane has updated our Form I-9 features and process to reflect the latest changes required by U.S. Citizenship and Immigration Services and the Department of Homeland Security.Uploading acceptable documents
You can now upload acceptable documents (i.e., documents establishing identity and authorization to work) as part of the I-9 verification process in Plane.
Deleting and adding a new Form I-9
In addition, you can now delete an existing Form I-9 and add a new Form I-9 for an employee, or request a Form I-9 at any time if the need arises.Other Improvements and Fixes
- You can now assign a work location to US employees, choosing “work from home” if they work at home, or “another location,” such as an office location. You can add new locations or choose from a list of existing locations. If you add a new location where you have not yet completed the tax setup (i.e., state tax registration), we’ll flag this for you.
Improvements to skipped payroll
We made several improvements for handling skipped payroll.Skipping payroll requires an extra confirmation
We now require a confirmation and a reason when an admin skips a payroll item. This helps prevent accidental skips and maintains a historical record.
Run payroll displays skipped payroll
Skipped payroll appears in Run payroll as a new group, and admins can now unskip items before the approval deadline.
Skipped payroll is included in Payroll history
Skipped items now appear in Payroll history underneath paid items. The detailed view displays who skipped the payroll item and the reason provided.
Other Improvements and Fixes
- Fixed an issue with off-cycle payroll that wasn’t checking for a banking holiday on the current day. This incorrectly calculated the earliest pay date.
- Simplified the experience for international employees by removing access to redundant earnings statements that are not as detailed as the pay stubs attached to their profile.
- Added validation for US addresses that previously could result in an unknown error for US employee onboarding.
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.