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  1. Toolbx
  2. Equity Management
  3. Workflows

Workflows

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  • 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
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