Workflows
- Uploading Equity Promises in Bulk
- · Stock Exchange Workflow
- · How To Record An Option Exercise In Shoobx
- · Cancel Grant Workflow
- · Changing Authorized Shares Or Par Value
- 409A FAQs
- · How To Upload Your Stock Incentive Plan (through Onboarding or the Stock Incentive Plan workflow)
- · Granting Shares or Options (within or outside Stock Incentive Plan)
- · 409A Valuation Report (FMV) Step By Step Guide
- Granting Shares Below Fair Market Value
- How to Upload Custom Grant Documentation for Signature
- How to Configure Shoobx Option Exercises to Include Custom Documents
- · Stock Incentive Plan Workflow (and Amend SIP Workflow)
- Generating Stock Certificates in Shoobx
- · Repurchasing Shares Workflow (Upload Only and Not During Termination)
- · Stock Transfers & Secondary Sales
- · Stock Splits
- · ASC 718 Stock Option Expense Report
- · IRS Form 3921