Introduction
Welcome to Plane! 🎉
This article will serve as a guide on how to navigate your Admin dashboard.
💡 Please note: Admins and account owners have the same dashboard. The only difference is that Admins do not have the option to add or remove other Admins.
Overview
The navigation bar is located to the right of the admin dashboard.
At the very top, below the Plane logo, 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 the following options: Company name with user access tag (Manager/Administrator), Open new account, Settings, Support and Sign out.
Below that section, the following menu options are listed: Home, People, Payroll, Payments, Expenses, Time off, Accounting, Compliance, Insights and Company.
Navigation menu items
Profile menu
Company name with user access tag: Shows whether you're accessing an Admin, Manager, Contractor, or Employee profile. You can also toggle between multiple user profiles.
Open New account: Gives you the option to create a new company profile.
Settings: Gives you the option to request a profile name change, request an email address change, change password and enable 2FA.
Support: Allows you to contact the Support Team via chat.
Sign out: Allows you to sign out of your profile.
Home
Your Home menu is split into the following tabs: Dashboard, Tasks, Notifications and Calendar.
Dashboard: Shows a general overview of your company profile, a preview of your list of pending tasks, a preview of your notifications, the number of active team members, upcoming holidays, and work anniversaries.
Tasks: Shows a list of any pending admin tasks that need your attention. e.g. contract signing.
Notifications: Shows a list of notifications. e.g. funds being collected for payments, failed payments, completed onboardings, etc.
Calendar: Shows a list of events and milestones. e.g. upcoming holidays, birthdays and work anniversaries.
People
Your People menu is split into the following tabs: Team, Onboarding, Access, and Documents.
Team: Shows a list of your employees and contractors. Archived employee and contractor profiles can be accessed from a link at the end of this list.
Onboarding: Shows a list of employees and contractors who are being onboarded. You have the option of clicking each onboarding item to view more details.
Access: Shows a list of all admins and managers, including the account owner. You're also able to invite more admins and managers from this page.
Documents: Shows a list of employee and contractor documents that have been uploaded to Plane. This includes contracts, invoices, tax forms, addendums, etc.
Payroll
Your Payroll menu is split into the following tabs: Run payroll, History, and Settings.
Run payroll: Shows a list of paid, pending, processing, draft, and Overdue payrolls for contractors and employees. Overdue payrolls will be displayed here for a limited time. You'll be able to view, edit, approve and skip payrolls from this tab. You're also able to create off-cycle payrolls here.
History: Shows a list of contractor and employee payrolls that have been paid.*
Settings: Shows a list of pay schedules and the team members that have been added to them. You'll be able to edit, create, and delete pay schedules from this tab.
Payments
Your Payments menu is split into the following tabs: Pay contractors, Requests, Vendors, History, Charges, and Refunds.
Pay contractors: Gives you the option to create one-time payments for contractors outside of a payroll. This is also where vendor payments are created.
Requests: Shows a list of contractor and vendor payment requests that are Pending, Rejected, Withdrawn, and Completed.
Vendors: Shows a list of vendors.
History: Shows a list of all contractor payments.
Charges: Shows a list of all charges made to your account and Plane Balance.
Refunds: Shows a list of all refunds.
Expenses
Your Expenses menu is split into the following tabs: Inbox and History.
Inbox: Shows a list of pending expenses from team members.
History: Shows a list of Approved and Rejected expenses from team members.
Time off
Your Time off menu is split into the following tabs: Requests, Upcoming, and Settings.
Requests: Shows a list of all Pending, Withdrawn, Approved, and Declined time off requests.
Upcoming: Shows a list of upcoming time off that has been approved.
Settings: Gives you the option to choose which time off types you want to make available to your team members.
Accounting
Your Accounting menu is split into the following tabs: Prepare and Settings. This menu is linked to Apps, which will be shown below.
Prepare: Gives you the option to connect your accounting software. More details can be found here.
Settings: Gives you the option to manage settings for the accounting automation.
Compliance
Your Compliance menu is split into the following tabs: Overview and Taxes.
Overview: Gives you a link to 1099-NEC forms for your US contractors as well as shows you a list of the names, contract types and pending compliance forms for contractors.
Taxes: Shows you the current tax filing year, gives you the option to update your EIN, company name, and address. This tab also shows a list of Filing/Filed and Skipped compliance documents.
Insights
Your Insights menu is split into the following tab: Reports.
Reports: Gives you the option to create reports such as Payments, Payroll summary, Expenses, Payroll Journal, Payroll preview, People, and Time off.
Company
Your Company menu is split into the following tabs: Details, Verification, Bank accounts, Plan & billing, Documents, and Apps.
Details: Shows your company name, address, and status. You're able to edit the company address from this tab.
Verification: Shows the verification status of the company, representative, owner and bank account(s).
Bank accounts: Shows you a list of bank accounts. You're able to replace the existing bank account and/or add new ones.
Plan & billing: Shows you a list of invoices and receipts for your Plane subscription.
Documents: Shows you a list of company-level documents.
Apps: Gives you the option to add your account apps. Currently only supporting Quickbooks Online. You can find more details here.