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Contract client signature withdrawn | {Company name} has withdrawn their contract signature | Company admin(s) + Contractor |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 | {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 | Company admin(s) |
Payroll reminder / no action required | Everything looks good for your {pay period} payroll | Company admin(s) |
Payroll summary | Your {pay period} payroll started processing / {Company name}
| Company admin(s), |
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 |
Invitation to Plane | Invitation to use Plane | Admins and Managers |
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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