Uploading Equity Promises in Bulk

You can quickly and easily upload equity promises made by your company to your account by filling out and uploading a simple spreadsheet. There are two ways to accomplish this.

1. Use the Equity Promises Report:
   
   
   
   

2. Or run the "Upload Equity Promises" workflow list under the Equity section:
   
   

Once uploaded, you can review and track these promises using the Equity Promises Report, and the promises will be presented the next time you run the Grant Shares or Options workflow.

Start by selecting which spreadsheet template you prefer to use when uploading your equity promises. You can either use an abbreviated spreadsheet template based on your company’s stock incentive plan grant defaults or you can fully customize each promise.

Download our spreadsheet template and fill it out with the relevant information for the promises you wish to upload:

The system will ensure the data uploaded matches what is necessary for tracking in your account. If data is missing or incorrect, you will be asked to make the necessary changes.

One important thing to note: when you download the spreadsheet, it will be pre-populated with a few examples:

Please remove the examples, add your data and then upload the spreadsheet:

Note: If you don't remove the pre-populated examples or if you put in data that is not formatted correctly, you will see an error message and you'll be asked to re-upload the correct spreadsheet.

If there are new users that have been added to the spreadsheet, you will be able to input their information as a part of this workflow.

The checkpoint page will allow you to review and confirm all documentation that has been generated so far. Each document on this page has a PDF document that should be downloaded and reviewed. If any changes need to be made, the "edit" button allows you to view the document section by section, and make edits as needed.

Once you confirm the information on this page your promises will be registered in the system and ready to be issued the next time you grant equity.

Screenshots are for illustrative purposes only.

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