How do I pay an approved payment request?
After approving a payment request, you'll need to pick a payment date and schedule the payment. On the Pay contractors tab, click the amount requested next to the global contractor's name and schedule the payment from there. The payment request will automatically be marked as done after you authorize the payment.
Check out this article for more information about scheduling a payment.
Is it possible for a manager to approve a payment request and then an admin to process it?
Yes! Click here to learn how to set up multistep payment approvals.
What is the difference between a pay schedule and a payroll?
A "Pay schedule" is a set of instructions that informs us of the frequency in which you would like your contractors or employees to be paid. A "Payroll" is a list of contractor or employee payments that have been created from a pay schedule.
How do I set up a recurring pay schedule?
You can set up multiple pay schedules for your contractors and customize them. Please see this article for more details.
Can I cancel a payment that has been scheduled?
If a payment has not been processed yet, you'll be able to cancel it from the platform. Check out this article for more information about canceling a scheduled payment.
How can I pay an approved expense report?
Once you approve an expense, you can schedule the reimbursement as an off-cycle payment or include it in the global contractor's upcoming payment.
Please see this article for more information about reviewing an expense report.
If my global contractor goes on vacation, how can I adjust a recurring payroll to reflect the change in compensation?
Regular earnings for employees and contractors on a payroll are automatically reduced when their unpaid time-off requests are approved. You can find more details on this here.
How does the "Other" wage type work with Payrolls?
Since it is supposed to mean "per pay period," when the wage type is set to "Other," and a global contractor is added to a payroll, they are paid the full amount each pay period. Payrolls are prorated only when the start date is after the start of the pay period.
You can change the wage type from the global contractor's profile to what works best for you. If you prefer to keep "Other" as the wage type, you'll need to ensure the amount paid for each period is correct.
How does the Hourly Wage type work with Payrolls?
When the wage/compensation type is set to "Hourly," and a contractor is added to a payroll, you need to add their amount manually based on the number of hours they worked in a given pay period. This option will be available once the draft payroll is created. You can find more information in the How to use Unified Payroll article.
Questions? We’re here to help! You can find more of our guides here, reach out to us at support@plane.com, or use Plane's in-app chat.