Introduction
Welcome to Plane! 🎉
This article will serve as a guide on how to navigate your Employee dashboard.
Overview
The navigation bar is located to the right of the employee dashboard.
At the top right corner, below the Plane logo, you'll find an arrow beside the name of your organization. Once you click that arrow, you'll have access to the following options: Settings, Support, and Sign Out.
If you have multiple Plane profiles, you'll also see the option to switch to the other profiles.
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.
Below that section are the following menu options: Home, Personal, Payments, Expenses, Time off, Documents, and Compliance or Taxes for US employees.
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 submit expenses or request time off.
Tasks: Here are the lists of any pending tasks that need your attention, such as contract signing.
Notifications: This shows a list of notifications.
Personal
This tab shows your personal details. You can also edit any of the details in this tab.
Payments
Your Payments menu is split into the following tabs: History and Bank accounts.
History: Shows lists of payroll that are sent to you.
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. In addition, you can track the submitted reimbursement in this tab.
Time off
This tab lets you request time off. You can find more information about this in the article about How to request time off.
Documents
In this tab, you will see lists of documents tied to your employee profile. To view a document, click on its title, and when the document opens, you can choose to download it. You can also find your payslip in this tab under the Paystubs section.
Compliance
This tab will show whether your organization requires you to complete an additional compliance form. In most cases, this won't be applicable to employees, so you'll see this tab as empty.
Taxes (US employees)
You can manage your tax information here. This tab also includes the tax setup and its status, and the tax document, if available.
Questions?
We’re 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.