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Administrator Guide
Last Updated: 2023-06-23
Steps: Update Approved Stock Grants

Steps: Update Approved Stock Grants

Add and approve stock grants for 1 or more employees.
You can update approved stock grants for an employee with the grant date, grant price, vest from date, and board approval.
There are 3 ways to update approved stock grants:
Stock Grant Update Option
Description
Update Stock Grants
 task.
Best used for individuals or a small numbers of employees.
Update Stock Grant Events
 mass operation type.
A less-complicated method, compared to web services, for updating large numbers of employees.
Update Stock Grant
 web service.
Best for integrated solutions and large numbers of employees.
  1. (Optional) Use the
    Update Stock Grants
     task.
    Select the criteria based on the grants that you want to update. To see the updated values, use the
    Stock Grants Summary
     report.
    Security:
    Process: Compensation Management Events
     domain in the Advanced Compensation functional area.
  2. Create an advanced type custom report using the
    Completed Stock Grant Events
     report data source. This report doesn't need to be optimized for performance. As you complete this task, consider:
    Option Description
    Report Name
    Update Stock Grant - MOM
    Report Type
    Advanced
    Data Source
    Completed Stock Grant Events
    .
    Leave the
    Optimized for Performance
     disabled.
    Data Source Type
    Standard
    Primary Business Type
    Stock Grant Event
    Columns
    • Business Object
      : Stock Grant Event
    • Field
      : Worker
  3. (Optional) Use the
    Update Stock Grant Events
     mass operation type from the
    Mass Operation Management
     task.
    Access the
    Mass Operation Management
     task. As you complete the task, consider:
    Option Description
    Mass Operation Type
    Update Stock Grant Events
    .
    Input Report
    Select the custom report that you created.
    Run Frequency
    You can schedule the run, or select
    Run Now
    .
    Security:
    • Mass Operation Management
       in the System functional area.
    • Process: Compensation Management Events
       in the Advanced Compensation functional area.
    • rant access to the
      Update Stock Grant Events
       mass operation security segment. Add the segment to the existing segment-based group that includes Compensation administration with View and Modify Mass Operation Management permissions.
  4. (Optional) Use the
    Update Stock Grant
     web service.