FAQ: How do I enter equity recommendations?

What you can do

• Enter a grant by units or by value. Changing one updates the other. 

• Save a draft or submit for approval; your approver is notified by email and can modify, approve, or reject. 

Steps

1. Go to My Team → Equity.

2. Enter either Grant Quantity or Value of Shares for each employee. 

3. Click Save as Draft or Submit. Your approver will get an email and sees the pending task in My Org. 

Notes

• The equity “gauge” shows total units on the right and your entered actuals on the left, updating live.