Stock Plan Allocation

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1.Budget- Initial Budget Allocation – Click Adjust Budget and enter the Share Amount as below. 2. Budget successfully got posted.

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stock plan allocation

Transcript of Stock Plan Allocation

1.Budget- Initial Budget Allocation Click Adjust Budget and enter the Share Amount as below.

2. Budget successfully got posted.

3. Act as proxy Select the Manager and Take Award Stock Action from the drop down against the stock plan.

4. In the worksheet allocate stocks to the employees Total Available Shares are 1000.

5. Allocate 100 Shares against the employee in Comp Amount Component 1 field and click SUBMIT.

6. Click SUBMIT again.

7. Click OK.

8. Act as Proxy Select Next Level Manager to Approve the Worksheet Take the Action Approve

9. Approve for the Selected Managers.

10 . Hit Submit.

11. Act as Proxy Next Level Manger to Approve the Worksheet sent by previous manager.

12. Click Submit.

12. Worksheet fully Approved by Highest level.

14. Run the process to Transfer Compensation Data to HR tables.

15. Make sure Record grant in the stock details table is enabled and Submit.

16. Act as Proxy Login as employees Manager Select the Stock Plan In the Worksheet, Highlight the employee and right click to select the view the compensation history.

17. Allocated stocks are successfully posted to employees HR tables.

18. In My Portrait - Compensation Card, same Stock Grant information is available in the Compensation Card.