Onboarding
What does the onboarding process look like for me as a US employee, and what documentation do I need to complete?
What does the onboarding process look like for me as a US employee, and what documentation do I need to complete?
Once your company invites you via Plane, here’s what your onboarding experience will look like:
You will receive an email invitation to create your Plane account.
After setting up your password, you’ll access the “Onboarding” page to see and complete tasks.
Enter your name, date of birth, and Social Security Number (SSN).
Submit your residential address, which by default becomes your primary work location for tax purposes.
Add a U.S. bank account for direct deposit.
Fill out IRS Form W‑4 for federal tax withholding.
If applicable, complete a state-specific tax withholding form.
Choose whether to receive your W‑2 electronically.
Your company will verify your Form I‑9 documents and sign Section 2.
Once all onboarding tasks are marked complete and reviewed, you’ll be all set and will be included in payroll moving forward.
Can I update my personal info, such as my address, myself?
Can I update my personal info, such as my address, myself?
Yes, head to Settings → Personal tab to update your personal details, including your address.
Payroll
When will I get my first paycheck?
When will I get my first paycheck?
Your company sets your pay schedule. Please reach out to them for information on how this is set up and when your payment will be sent.
Why haven’t I received my payment yet?
Why haven’t I received my payment yet?
You should have received your payment if this was already scheduled, and it’s past the payment date. If you haven’t received it, please reach out to our Support team so we check it further.
How long does it take for direct deposit to reach me?
How long does it take for direct deposit to reach me?
A few hours after payroll processing starts.
Where can I download my payslip?
Where can I download my payslip?
Go to the Payments history section, click on the payment and on the next page tap “Download PDF” option on the right-hand side.
Taxes & Forms
How do I complete my W-4 as a new employee?
How do I complete my W-4 as a new employee?
When you get started as a U.S. employee, completing your federal W‑4 is a required step in onboarding. You’ll access it under the Taxes → Tax setup section.
If you need to update your W‑4 later during the year, you can use the instructions in this article, any changes will take effect on your next payroll (or the following pay period if payroll is already processing).
When are W-2 forms available?
When are W-2 forms available?
W-2 forms are typically provided to the employee by January 31 of the following year.
Where can I download my tax forms (e.g., W-2)?
Where can I download my tax forms (e.g., W-2)?
Find them in Documents → Tax on your Plane account.
How can I update my personal information, such as my address?
How can I update my personal information, such as my address?
Head to Settings → Personal tab to update your personal details, including your address.
What should I do if my tax form has incorrect information?
What should I do if my tax form has incorrect information?
If you accidentally filled out a tax form incorrectly, you can regenerate it to correct the information. Check out the instructions in this article for more details.
Will I still receive a W-2 if I leave mid-year?
Will I still receive a W-2 if I leave mid-year?
Yes, you should still receive your W-2 form even if you leave mid-year. If you’re unsure about it, reach out to our Support team and we’ll review it further.
Bank Accounts
Can I split my paycheck across multiple bank accounts, and how do I set this up?
Can I split my paycheck across multiple bank accounts, and how do I set this up?
Yes! We support both amount-based and percentage-based splits. You can specify a prioritized list of bank accounts and define the amounts or percentages to be deposited into each account. The last account in the priority list will receive the remainder of the pay.
Please note that:
You can split net pay across up to 7 accounts.
Only one method (amount-based or percentage-based) can be used per split.
Changes made to pay splits after payroll approval will only take effect in the next pay cycle.
If you’d like to set up pay splits, contact our Support team, and we’ll guide you on how to do it.
Benefits
Where can I see details about my current benefits and deductions?
Where can I see details about my current benefits and deductions?
At the moment, benefits and deductions won't show in your Plane account until payroll is processed. Once processed, you can view them under Payments history tab.
You can reach out to your company if you need details on your benefits and deductions.