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Every worker in Plane has a profile that serves as the central place to view and manage their information. After onboarding, the profile is where you go to update compensation, review documents, check payment history, and manage the worker’s lifecycle. The profile is organized into sections that reflect the key areas of a worker’s relationship with your company.

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Personal details

The personal details section contains the worker’s core identifying information:
  • Name—legal name and display name (or business name for vendors)
  • Email—personal email (used for login) and optional work email
  • Date of birth—required for compliance and payroll purposes
  • Phone number—optional contact number
  • Nationality—the worker’s country of citizenship
  • Address—residential or business address depending on worker type
  • Gender, marital status, and ethnicity—collected where required for compliance or reporting
Workers provide most of this information during onboarding. You can view it from the profile, and for certain fields, make updates as needed.

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Employment details

The employment section shows the worker’s relationship with your organization:
  • Worker type—employee, contractor, or vendor (set during onboarding and not editable)
  • Employment status—pending, active, or terminated
  • Start date—when the worker started (or will start)
  • End date—populated when the worker is offboarded
  • Employer—your entity or Plane’s employer of record (for EOR employees)

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Role

Role information captures what the worker does within your organization:
  • Job title—the worker’s position
  • Responsibilities—optional description of the worker’s duties
You can update the title and responsibilities at any time from the profile.

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Reporting structure

The reporting section defines where the worker sits in your organization:
  • Manager—the person this worker reports to
  • Department—the team or department the worker belongs to
Changes to reporting structure take effect immediately. You can reassign workers to different managers or departments as your organization evolves.

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Compensation

The compensation section shows what the worker is paid and how:
  • Amount—the pay rate or salary
  • Currency—the currency of payment
  • Unit—how compensation is measured (annual salary, monthly, hourly, daily, or a fixed amount)
  • Frequency—how often the worker is paid (weekly, biweekly, semimonthly, monthly, or one-time)

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Updating compensation

When you change a worker’s compensation, you specify the new amount and when it takes effect. Compensation changes are recorded as a history—you can see both current and past compensation details.
Compensation changes that affect payroll take effect on the next payroll cycle or on the effective date you specify, whichever comes later.
For employees, compensation also connects to pay schedules. The pay schedule determines the payroll cadence and cutoff dates. For contractors, you can optionally add them to a recurring pay schedule or pay them through payment requests.

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Documents

The documents section shows all compliance and legal documents associated with the worker:
  • Signed agreements—employment agreements (employees) or contractor agreements
  • Tax forms—W-9, W-8BEN, W-4, or I-9 depending on the worker type and location
  • Identity documents—government ID and any uploaded verification documents
  • Other documents—any additional files attached to the worker’s profile
Documents collected during onboarding appear here automatically. You can also attach additional documents to a worker’s profile at any time.

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Payment information

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Bank accounts

The payment info section shows the worker’s bank account details used to receive payments. Workers set up their bank account during onboarding and can update it later. Key details include:
  • Account holder name
  • Bank name and routing information
  • Account type (checking, savings)
  • Default account—if a worker has multiple accounts, one is marked as the default for payments
Only the worker can update their own bank account details. This protects against unauthorized changes to payment routing.

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Payment history

From a worker’s profile, you can view their complete payment history—every payment made through Plane, including:
  • Regular payroll payments
  • Off-cycle payments (bonuses, reimbursements)
  • Payment request payouts (for contractors and vendors)
Each payment shows the amount, currency, date, and current status, giving you a full financial picture for any worker without leaving their profile.

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Editing worker information

What you can edit depends on the worker type and their current status:
  • Employees in onboarding—most fields are editable as part of the setup process
  • Active W-2 employees—personal details, role, compensation, and reporting structure can be updated from the profile
  • Contractors and EOR employees—some fields may be limited based on compliance requirements; contact support if you need to make changes that are not available in the profile
When making changes, keep in mind:
  • Role and reporting changes take effect immediately
  • Compensation changes take effect on the date you specify
  • Personal details like name and email require care—email changes affect the worker’s login credentials

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Vendor profiles

Vendor profiles work slightly differently. Since vendors represent businesses rather than individuals, the profile shows:
  • Business name instead of first/last name
  • Business address and tax information
  • Vendors appear in a separate Vendors section in the sidebar
The overall structure is the same—employment details, documents, payment information, and payment history—but the fields reflect business-level information rather than personal details.
The Workers API and related endpoints (Compensations, Roles, Reportings) let you retrieve worker data programmatically for export or integration with other systems.
Admins and managers with appropriate permissions can view worker profiles. Workers can see their own profile and edit the personal details that belong to them (like bank accounts and personal information). Sensitive fields like compensation may be restricted based on your organization’s permission settings.
You can update a worker’s email from their profile. Since the personal email is tied to their Plane login, changing it will update their login credentials. The worker will receive a notification about the change.