Productivity integration
Connect monday.com to Wingspan to manage project workers. Team leads track tasks and approve work on boards. Wingspan handles worker invites, checks, and work logs. You keep full control over payments. Run payroll for contractors and W-2 employees with clear records.
monday.com 
Connect the work to the payment
monday.com
Items
Wingspan
Engagement templates and assignments
monday.com
Items on a worker directory board
Wingspan
Worker records (payees)
monday.com
Status Column
Wingspan
Requirements and eligibility
Choose which records sync and when they move. Your team stays in control of work review and payment approval.
Selected workers on a monday.com board sync to Wingspan worker records. An invite starts onboarding. Contractors complete contractor tax forms. W-2 workers complete employee payroll setup. Required checks follow each assignment. Your team sees who is ready for that work.
Project leads see worker onboarding status on monday.com boards. They do not need access to tax forms or bank details. Wingspan shares clear status flags for required checks. Your team can plan project dates.
Project leads check tasks and approve work in monday.com. Finance teams approve payments in Wingspan. Reviewing work is distinct from approving pay. Wingspan applies agreed rates to approved work logs. For contractor workers, this creates clean records for year-end tax forms.
monday.com helps your team track projects and tasks on boards. Many teams work with outside contractors and staff. Connecting monday.com to Wingspan keeps project tracking separate from money controls. Project leads run daily tasks on boards. Finance teams manage money in Wingspan.
Wingspan supports both contractor workers and W-2 employees. A worker record in Wingspan is called a payee. Each worker type follows its own path. Contractor pay uses invoices and payables. A payable is an amount owed to a contractor. W-2 employees get pay statements through employee payroll runs with taxes withheld.
Adding a worker record is simple. Sending an invite, linking a business account, and checking work readiness are separate steps. Contractor workers can get paid without a linked account when your rules allow it. That choice does not apply to W-2 employees. Task signoff on a board does not release funds. Your finance team reviews and approves all payments inside Wingspan.
Choose which tool holds each record. Set the changes that sync between them. Connect your records to the Wingspan workflows below.
Engagement templates and assignments
monday.com to Wingspan
A team lead adds an item with dates and workers in monday.com. That item sets the project context in Wingspan. Your team picks a work template called an engagement. Then you create an assignment for the worker. Contractor templates support contractor work. Employee templates support W-2 work. One worker can have multiple assignments. Your team sets dates and scope without typing data twice.
Worker records (payees)
In both directions
A selected worker roster syncs from monday.com to Wingspan. Each worker record is called a payee. Keep each worker’s Contractor or W-2 type. Creating a record and sending an invite are separate steps. Wingspan shares onboarding status back to the board.
Requirements and eligibility
Wingspan to monday.com
A work template includes required checks for the job. Each worker assignment tracks its own checks, like tax forms or insurance. Contractor workers submit a Form W-9 and confirm their tax numbers. W-2 employees complete employee onboarding forms. When checks pass review, Wingspan updates the status column on your board. Project leads see when a worker is ready for an assignment. Passing checks on one assignment does not clear a worker for every job.
Work logs and work items
monday.com to Wingspan
Approved contractor tasks on monday.com fill work items in Wingspan. A work log groups these entries for one assignment. Approving it creates one amount owed using agreed rates. The contractor sees an invoice. Your team sees a payable. Known amounts also enter through direct payables. Choose one path for each cost. Finance gives separate payment approval.
Payables
monday.com to Wingspan
An approved contractor deliverable supplies an amount for a Wingspan payable. The contractor sees an invoice. Your team sees a payable. These are two views of one amount owed. Board signoff does not release pay. Finance gives payment approval in Wingspan. W-2 workers use employee payroll runs with tax withholding.
Client invoices and payers
Reference or reporting
Project totals and dates in monday.com provide context for client billing. In Wingspan, a client engagement tracks a project with an outside client. This record is separate from a worker assignment. Client invoices are bills you send to clients. Payables are bills you owe to workers. Linking these records helps your team track project profit margins. Client billing and worker payments use separate approval controls. Collecting money from a client does not release worker pay on its own.
Payment status and references
Wingspan to monday.com
When a payroll run pays approved payables, Wingspan tracks payment steps. When the sending bank finishes processing, Wingspan posts an update to the item thread on your board. This confirmation means the sending bank processed the payment. It does not prove the receiving bank posted the funds. It also does not guarantee that funds cannot return. This update keeps project leads informed on work progress.
01
A team lead assigns a worker to an item on a monday.com board.
A team lead assigns a worker to a project item in monday.com. This action prompts Wingspan to create a worker record and send an invite. The worker record notes if the person is a contractor or W-2 employee. Contractors submit Form W-9 details, confirm tax numbers, and upload insurance. W-2 employees complete employee payroll setup. Adding a worker and inviting them are separate steps. Linking an account and checking readiness also stand on their own. Contractor workers can get paid without a linked account when your rules allow it. That choice does not apply to W-2 workers. When checks pass review, Wingspan updates the status column on your board.
02
An item or subitem status changes to approved on a project board.
A manager approves contractor tasks in monday.com. The tasks fill work items in a Wingspan work log. Your team checks the work and agreed rates. Approving the log creates one amount owed. The contractor sees an invoice. Your team sees a payable. Finance gives separate payment approval. A contractor payroll run pays approved payables. Wingspan sends pay status back to the board.
03
A project phase is marked complete on a client delivery board.
Your team finishes a client milestone on monday.com. Project details supply a client invoice in Wingspan. The bill links to a client engagement. Worker costs link to their assignments. Your team reviews client bills and worker pay separately. Finance approves each contractor payable. A contractor payroll run sends the pay. Wingspan shares pay status on the board. Client collections do not release worker pay on their own.
Sync the workers your team selects. Board guests do not all need worker records. Keep each worker’s Contractor or W-2 type. This sets the right tax forms and pay path. Use filters to send invites to the right people.
Select the readiness and payment status fields your monday.com boards need. Readiness flags show whether assignment checks passed review. Payment updates track processing by the sending bank. Set access for any sensitive financial fields or documents included on the board.
Keep task review separate from payment approval. Marking an item approved in monday.com confirms the work is done. Task signoff does not release money. Finance leads must approve the payable in Wingspan. This check lets finance confirm agreed rates, budgets, and required items. Approved payables can then enter a payroll run.
Connect worker records from hire to pay. Choose the Contractor or W-2 type and keep the right checks for each.
Productivity
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Explore integration
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Explore integration
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Explore integrationBring worker records, work review, and payments together. We’ll help you set up the flow your team needs.
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