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Workday User Guide
Add Stock Grants

Add Stock Grants

  • Security:
    Set Up: Stock
    domain in the Advanced Compensation functional area.
  • Configure the
    Request Stock Grant
    business process to meet your needs.
  • Use the
    Maintain Event Categories and Reasons
    task to create a reason for the
    Stock Grant
    category.
  • Set up stock plans.
Award stock grants to 1 or more employees.
  1. Access the
    Add Stock Grant
    task.
  2. In the
    Stock Grant
    section, consider:
    選項 說明
    Percent Granted
    Displays if the stock plan was created as a
    Percent
    .
    Enter the award as a percentage of base salary.
    Amount Granted
    Displays if the stock plan was created as an
    Amount Based Plan
    .
    Enter the award as a fixed monetary amount.
    Shares Granted
    Displays if the stock plan was created as a
    Unit Based Plan
    .
    Enter the award as a number of shares.
    Converted Amount
    Displays only for amount or percent-based plans and when the currency assigned to the employee is different than the currency for the grant price.
    Workday converts the amount or percent granted
    Vesting Schedule
    Displays the
    Vesting Schedule
    configured for the grant type on the stock plan or plan profile.
    Vest From Date
    The date that the stock grant becomes available to the employee. It's also the date that stock options become available for exercise.
    This is often the same date as the hire date or event date.
    Options Pricing Factor
    Displays only for amount-based or percent-based plans and when the grant category equals
    Option
    .
    Workday converts the amount or percent granted. Workday uses the
    Options Pricing Factor
    when calculating
    Calculated Shares
    .
    Calculated Shares
    Displays only for amount-based or percent-based plans.
    Workday calculates this value by dividing the amount granted by the
    Grant Price
    , and divided again by the
    Options Pricing Factor
    .
Access the
Update Stock Grants
task to update approved stock grants with the grant date, grant price, vest from date, and board approval.