Customers can schedule one-time payments or recurring payroll for contractors, and customize the payment details according to their needs.

One-time payments

To schedule a one-time payment to one or more contractors:

Go to the Payments > Pay contractors tab.
Edit the Receive by date at the top left of the page. The default date is the earliest one available.
In the upper right-hand corner, under Options, click "Add pay period" if you would like to specify the pay period for the payment. You can choose a suggested date range or click "Other" to choose a custom date range.
Click the name(s) of the contractor(s) whom you’d like to pay and enter the payment amounts for each of them. To use the same amount you previously used, click the "Use last payment of [amount]" option.
💡 Please note: If the contractor has submitted a payment request, you can also click on their request to the right of their name to review and pay the requested amount. If they submitted multiple requests, click on "[number] requests available" to the right of their name to review and pay each of the requests separately. Then follow the steps below.
Click the "[number of payments] Continue" button.
Review the payment details to confirm that they are accurate.
Tick the payment authorization checkbox and submit the payment(s).
To review the submitted payment details or cancel the payment, go to Payments > History or the Payments > Charges tab.

What should I do if the contractor is missing from the Pay contractors tab?

If you're trying to schedule a one-time payment but the contractor is missing from the list, please ensure they have a bank account added to Plane and that their profile hasn't been archived.

How can I add a bonus or reimbursement?

When scheduling a one-time payment in the Pay contractors tab, click the contractor's name, then click "Add other earnings" and choose "Reimbursement," "Bonus," or "Other." Once done, follow steps 5-8 above.

Can I add a note so a contractor knows what I'm paying them for?

Yes, you can add a memo or an invoice number by clicking on "Note" link on the right when scheduling a one-time payment in the Pay contractors tab. The note will show up on the contractor's payment confirmation.

How can I delete a draft payment?

Go to the Payments > Pay contractors tab.
Click the trash can icon on the right of the payment to delete the draft.

Recurring payroll

If you want a payment to be automatically repeated, you can set up a payroll. Remember that no matter how many payments Plane processes for a given contractor in a month, you always pay the same price. You can set up multiple payrolls and have many options for editing your schedules.

Payroll supports compensation based on hours, days, weeks, months, or years.

To set up a new pay schedule:

Go to the Payroll > Settings tab.
All of your existing pay schedules (if you have any), and any contractors assigned to them, are listed in the Pay schedules section. Click "Add new pay schedule" in the upper right-hand corner to create a new schedule.
In the Pay frequency dropdown menu, select how often you would like contractors to be paid.
Depending on the pay frequency, specify when you would like the payment to occur (e.g. which day of the month, day of the week, etc.).
Choose the first pay date for this payroll.
In the For work done dropdown menu, choose the dates of work that the first payroll will apply to. For future payroll under this pay schedule, the pay period that the work applies to will follow the same logic.
Optionally add a pay schedule name.
Choose the approval settings
1. Manual: Draft payroll needs to be manually approved before the payroll deadline.
2. Auto-approve: Draft payroll will be automatically approved and transitioned to Pending status.
Click "Add pay schedule."
For instructions on how to add contractors to a pay schedule, please see the section below To add contractors to a payroll.

To view or edit your existing pay schedule:

Go to the Payroll > Settings tab.
All of your existing pay schedules, and any contractors assigned to them, are listed in the Pay schedules section.
To edit a pay schedule, click the three dots to the right of it and select "Edit."
💡 Please note: If you want to delete it, click the three dots and select "Delete."
You will have the option to edit the pay schedule name and approval settings.
Click "Save."
To view details about a pay schedule, click the arrow to the right of it. You can view the name, pay frequency, next pay date, pay period, approval setting, and the contractors assigned to it. From the details screen, you can also edit and delete.

To add contractors to a payroll:

Go to the People > Team tab.
Search the contractor's name you'd like to add to payroll and click on their profile.
Click the Employment or Payments tab, then click "Add to payroll" on the right.
Select the pay schedule and set up the first pay date.
💡 Please note: Pay attention to the first pay date, as this will determine if you'll need to create an off-cycle payroll to cover a certain period that falls outside of that date.
Click "Update to confirm."

To delete a pay schedule:

Go to the Payroll > Settings tab.
All of your existing pay schedules, and any contractors assigned to them, are listed in the Pay schedules section.
Click the three dots to the right of the pay schedule and select "Delete."
Click "Yes, delete pay schedule" to confirm that you’d like to delete the schedule.
To assign a new pay schedule to any contractors previously assigned to your deleted schedule, please follow the steps To add contractors to a payroll.

To remove a contractor from a pay schedule or payroll:

Go to the People > Team tab.
Search the contractor's name you'd like to remove from the payroll and click on their profile.
Click the Employment or Payments tab, then click "Remove from payroll" on the right.
Select when the payroll should be discontinued.
Click "Save" to confirm.

Can I add a one-time reimbursement to a recurring payroll?

Option 1: You can add a one-time reimbursement to the upcoming payroll before the approval deadline when the payroll is in the Draft or Pending stage. Watch this video to see how:

Option 2: Since you don’t get charged extra for each payment, you can run a separate payment with just the increase in pay for that month (e.g. a bonus or reimbursement). To do this, go to the Pay contractors tab, pick the payment date, and schedule a payment for the amount that you want to pay as a bonus or reimbursement