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Administrator Guide
Last Updated: 2023-06-23
Create Company Insider Types

Create Company Insider Types

Security:
Set Up: Job
 domain in the Jobs & Positions functional area.
Some trading regulations require you to identify insiders within your organization who know sensitive nonpublic information. You can create and track different company insider types and assign them to job profiles. You can view details about your company insider types and inactivate types you no longer use.
  1. Access the
    Maintain Company Insider Types
     task.
  2. For each insider type, specify a
    Company Insider Type Name
     and
    Company Insider Type Description
    .
    To configure company insider types to different countries on the same job profile, specify the country in which they’re valid in the name. Example: Include France in the name of a company insider type that's valid in France.
    When a company insider type is no longer valid, you can inactivate the insider type, but you can't delete it.
The
Company Insider Types
 report displays the
Used by Current Positions
 and the
Company Insider Type in Use
 for each company insider type.
Company Insider Type Name
Company Insider Type Description
United States: 10% Owner
10% Owner
France: 10% Owner
10% Owner
United States - Officer Insider
Officer Insider
Associate a company insider type with a job profile. When you staff a job or position based on a job profile, the assigned company insider type defaults to the employee.
You can override the default value during a hire, transfer, or other staffing event.