Company name with user access tag: Shows whether you're accessing an Admin, Manager, Contractor, or Employee profile.

Switch workspace: Gives you the option to create or switch to a different company profile.

Settings: Gives you the option to change password or enable 2FA.

Support: Allows you to contact the Support Team via email.

Sign out: Allows you to sign out of your profile.

Jump straight to any page in your navigation menu (e.g., type "payroll" to jump to Run payroll) — each destination also shows its own keyboard shortcut, such as G then H for the Home dashboard.

Search for an employee, contractor, or vendor by name or email to open their profile directly.

Dashboard: Displays 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.

Team: Shows a list of your employees and contractors, including each person's department where one is assigned. 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.

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.

Issues: Shows a list of errors or issues affecting a payroll.

Settings: Shows a list of pay schedules and the team members added to them. You'll be able to edit, create, and delete pay schedules from this tab.

Pay contractors: Gives you the option to create one-time payments for contractors outside of a payroll. You can also bulk upload payments from this tab. 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 your list of vendors.

History: Shows a list of all contractor payments.

Balance: Shows your available and pending Plane Balance, and a log of deposit and withdrawal activity.

Charges: Shows a list of all charges made to your account and Plane Balance.

Refunds: Shows a list of all refunds.

Inbox: Shows a list of pending expenses from team members.

History: Shows a list of Approved and Rejected expenses from team members.

Requests: Shows a list of all Pending, Withdrawn, Approved, and Declined time off requests.

Upcoming: Shows a list of approved upcoming time off.

Settings: Allows you to choose which time off types you want to make available to your team members.

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.

Overview: Provides a link to 1099-NEC forms for your US contractors and shows a list of their names, contract types, and pending compliance forms.

Taxes: Shows the current tax filing year and lets you update your EIN, company name, and address. This tab also shows a list of Filing/Filed and Skipped compliance documents.

Reports: Gives you the option to create reports for Payments, Payroll summary, Expenses, Payroll journal, Payroll preview, People, Compensation history, Payroll benefits and deductions, Benefits, and Time off.

Workspace: Shows your workspace name. We'll use the workspace name when referring to you in emails and notifications.

Entities: Shows the legal name(s) of your company and their verification status. If you click on a company name you'll see additional information such as the Business details, as well as Management and Ownership.

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.

Sandboxes: Lets you create a sandbox environment to test integrations without affecting your live workspace.

API keys: Lets you generate and manage API keys for accessing Plane programmatically.

Webhooks: Opens Plane's webhook management portal in a new tab, where you can configure and monitor webhook endpoints.