Introduction
Welcome to Plane! đ
This article will serve as a guide on how to navigate your Contractor dashboard.
Overview
The navigation bar is on the left side of the dashboard.
To the top left of the dashboard, you'll find an arrow beside the name of your organization, which shows the profile menu. Once you click that arrow, you'll have access to Switch workspace (under Accounts), and, under your account name, Settings, Support, and Sign out.
Switch workspace: If you have multiple Plane profiles, gives you the option to switch between them.
Settings: If you go to Settings, you'll find the option to change your password and set up Two-factor authentication.
Support: You will be redirected to email us at support@plane.com when you click this.
Sign out: To off-board from your Plane account.
Directly below the profile menu, you'll find a Search bar you can use to quickly jump to any page.
Below that section are the following menu options: Home, Personal, Payments, Expenses, Time off, Time tracking, Documents, Compliance, and Reports.
Navigation menu items
Home
Your Home menu is split into the following tabs: Dashboard, Tasks, and Notifications.
Dashboard: Shows a preview of your list of pending tasks and a preview of your notifications; you will also see a shortcut to Request payment and Submit an expense from there.
Tasks: Here are the lists of any pending tasks that need your attention, such as contract signing or completing the compliance form.
Notifications: This shows a list of notifications. It mostly includes payment notifications, whether upcoming or past.
Personal
This tab shows your personal details as well as business information (if any). You can also edit or change any of the details in this tab.
Payments
Your Payments menu is split into the following tabs: Requests, History, and Bank accounts.
Requests: This is where you can send payment requests to your organizations and track the submitted requests. Check out the article for more information about how to submit a payment request.
History: Shows lists of payments that are sent to you. This list includes past and upcoming payments.
Bank accounts: You can manage your payment method in this tab.
Expenses
This is where you can add and submit an expense report to your organization. Check out the article for more information about how to request a reimbursement. Other than that, you can also track the submitted reimbursement in this tab.
Time off
The Time off tab shows your time off requests. This tab is only visible if your organization's admin has enabled time off tracking for you.
Time tracking
The Time tracking tab lets you view and submit your own time entries. This tab is only visible if your organization's admin has enabled time tracking for you.
Documents
In this tab, you will see lists of documents tied to your contractor profile. To view a document, click on its title, and when the document opens, you can choose to download it. The invoice you sent along with a payment request will also be stored here.
Compliance
This is the tab for you to complete the compliance form (W8 or W9).
Reports
The Reports tab currently gives you access to your payment history and time entries (if enabled) reports.
Questions?
Weâre here to help! You can find more of our guides here, or reach out to us at support@plane.com or use Plane's in-app chat.