Guide: Managers Getting Started Part 06 - Entering Equity Recommendations on the My Team Tab

Accessing the Equity Tab on My Team

Equity recommendations for direct reports can be made on the My Team | Equity tab.

The fields available on this tab may vary depending on how equity programs are configured by your organization’s HR administrator.

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Understanding the Equity Allocation Summary

The equity allocation figure shows:

• The manager’s total number of equity units on the right side

• The actual number of units allocated on the left side

This figure updates live as recommendations are entered.

If multiple equity programs are being used, the left and right arrows (< and >) can be used to toggle between different programs.

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Entering Equity Values

Entering a value in one field will automatically update the other:

• Entering a value in the Grant Quantity column will calculate the Value of Shares

• Adjusting the Value of Shares will automatically update the Grant Quantity

Your screen may display different fields depending on how the equity program was configured.

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Saving or Submitting Equity Recommendations

After entering equity recommendations, managers can:

• SimplyMerit auto-saves any input, so no Save button is required

• Select SUBMIT to notify your manager that your team’s recommendations are ready for review

When submitted, SimplyMerit will notify the approving manager via email.

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What to Expect Next

Submitted equity recommendations move into the approval workflow.

→ Next : Guide: Managers Getting Started Part 7 - Managing the Approval Process