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Understanding email notifications - For Customer

What emails get sent, and who receives them

Updated today

Plane sends automated email notifications to help you and your team stay up to date with important actions, tasks, and payments. This article explains each type of user-facing email notification we send, who receives it, and what it’s used for.

Email notifications

Below, you’ll find tables of all current email notifications, grouped by category.

Note: Text inside curly brackets like {Company name} or {Name} is a placeholder — it will be replaced with real details when the email is sent.

Bank Accounts

Notification

Subject

Who Receives It

Bank account added

Bank account added and verified for {Company name}

Company admin(s)

Bank account removed

Bank account removed from {Company name}

Company admin(s)

Bank account verification expired

Bank account verification expired for {Company name}

Company admin(s)

Microdeposit transfer sent

Verify micro-deposit amounts for {Company name}

Company admin(s)

Microdeposit transfer failed

Micro-deposit transfer failed for {Company name}

Company admin(s)

Microdeposit transfer cancelled

Micro-deposit transfer cancelled for {Company name}

Company admin(s)

Company Verification and Management

Notification

Subject

Who Receives It

Organization ownership transferred to

Ownership of {Company name} transferred to you

New company owner

Organization ownership transferred away

Ownership of {Company name} transferred to {New owner}

Previous company owner

Company verification

Verify your company details for {Company name}

Company admin(s)

Contracts

Notification

Subject

Who Receives It

Client needs to sign contract

Sign your agreement with {Contractor name}

Company admin(s)

Contractor completed onboarding

{Contractor name}'s onboarding is complete

Company admin(s)

Contractor needs to sign

Your contract with {Company name} is ready to sign

Contractor

Contract terminated

Your contract between {Company name} and {Contractor name} has been terminated

Company admin(s) + Contractor

Contract client signature withdrawn

{Company name} has withdrawn their contract signature

Company admin(s) + Contractor

Contract signed

{Contractor name} signed the contract!

Company admin(s)

Contract for review

Review your employment contract

International employee

Contract for signing

Sign your employment contract

International employee

Onboarding

Notification

Subject

Who Receives It

Invitation to Plane

Invitation to use Plane

Employee

Invitation to Plane

{Company name} has invited you to get paid with Plane

Contractor or Employee

Onboarding setup reminder

Reminder to get paid with Plane

Contractor or Employee

Onboarding task completion reminder

Reminder to get paid with Plane

Contractor or Employee

Task assigned by Plane

{Name}'s onboarding: task added by Plane

Company admin(s) + Manager (if assigned)

Authorize employment

Please authorize employment for {Name}

Company admin(s)

Daily reminder of onboarding tasks

Daily Reminder: {Count} hiring and onboarding task(s) need attention

Company admin(s)

Offer letter sent

{Company name} sent you an offer summary!

Employee

Form I-9 requested

Form I-9 was requested

Employee

Vendor completed onboarding

{Vendor name}'s onboarding is complete

Company admin(s)

Payments

Notification

Subject

Who Receives It

Payment summary

{Count} payments have been scheduled for {Date} or Your {Date} payment has been scheduled

Company admin(s)

Contractor requested payment

{Contractor name} requested payment of {Amount}

Company admin(s) + Manager (if assigned)

Payment request rejected

Your payment request of {Amount} was rejected by {Company name}

Contractor

Payment request withdrawn

A payment request of {Amount} was withdrawn by {Contractor name}

Company admin(s) + Manager (if assigned)

Payment sent

{Amount} was sent to {Account}

Contractor

Payment created

{Company name} just paid you {Amount}

Contractor

Review expenses

Review expenses for {Name}

Manager – If no Manager assigned, sends to Company admin(s)

Payroll

Notification

Subject

Who Receives It

Us payroll blocked

US employee payroll is blocked for {Company name}

Company admin(s)

Payroll reminder / action is required

Action required for your {pay period} payroll

Note: Sent 4 business days, 2 business days, and 4 hours before processing when action is required.

Company admin(s)

Payroll reminder / no action required

Everything looks good for your {pay period} payroll

Note: Sent 2 business days before processing when not action is required

Company admin(s)

Payroll summary

Your {pay period} payroll started processing / {Company name}


Note: Sent when payroll starts processing

Company admin(s),
CC: billing emails

Payment schedule updated

Pay schedule has been updated

Company admin(s)

Payment schedule deleted

Pay schedule has been deleted

Company admin(s)

Tax

Notification

Subject

Who gets this?

1099 forms filed

Your {year} 1099-NEC forms have been filed 🎉

Company admin(s)

1099 forms ready for review

Review {Company name}’s {year} tax and accounting forms

Company admin(s)

Time Off

Notification

Subject

Who Receives It

Time off requested

{Name} requested {Time-off type}

Manager – If no Manager assigned, sends to Company admin(s)

Time off withdrawn

{Name} withdrew a request for {Time-off type}

Manager – If no Manager assigned, sends to Company admin(s)

Time off approved

{Company name} approved your {Time-off type}

Contractor or Employee

Time off declined

{Company name} declined your {Time-off type}

Contractor or Employee

Time off reminder

Your {Time-off type} starts tomorrow

Contractor or Employee

User Account & Security

Notification

Subject

Who Receives It

Email verification code

Verify your email address

User

Email change verification

Plane account updated

User's new email address

Email changed notification

Plane account updated

User's old email address

Login email changed

{User's name} Your Plane login email has been updated

User

Accounts linked

Important: Your Plane accounts have been linked 🔗

User

Two-factor authentication reminder

🔒 Make your Plane account more secure

User

Questions?

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