Overview
Plane lets administrators manage benefits for US employees. Configure and maintain benefit details that generate payroll deductions and employer contributions.
This feature is designed for customers with established benefit providers where a direct integration isn’t yet available. It supports self-service setup and maintenance of benefit details, including updates due to life changes. However, it does not include full benefits administration such as employee enrollment workflows or plan selection.
Plane supports a broad range of common U.S. benefit types, including:
Medical, dental, vision
Disability, life, accident insurance
Traditional and Roth 401(k), 403(b), 457 plans
FSA and HSA accounts
Commuter benefits (transit, parking)
Managing employee benefits
The Benefits tab on an employee’s profile shows all benefits currently assigned to the employee and provides access to any historical benefits previously assigned. Contributions — whether per pay period or monthly — are automatically applied to payroll and generate the appropriate employee deductions and employer contributions.
To review all current and past benefits for an employee, click the clock icon (located on the bottom right of the benefits table) to access the timeline view.
Adding a benefit
Add benefits for any U.S. employee by selecting the Add benefit action from their profile. You’ll be asked to provide:
Type of benefit
Description (e.g. provider or plan name)
Contribution amount (fixed USD or percentage)
Frequency (monthly or per pay period)
Effective date range by specifying the first and last pay periods.
Once added, employer and employee contributions will automatically be reflected in future payroll runs.
Editing a benefit
If a benefit has not yet been processed in payroll, all fields are editable and the benefit can be deleted if needed.
Once a benefit has been processed in payroll, only limited changes can be made. Update the description or adjust the timeline by extending or ending the benefit. To change other details, such as contribution amounts or frequency, end the current benefit and create a new one. This ensures accurate historical payroll records.
Benefits managed through external integrations (e.g. synced from a benefits provider) are visible but not editable in Plane. These are marked with a lock icon.
Questions?
We’re here to help! Find more of our guides here, reach out to us at support@plane.com, or use Plane's in-app chat.