Let's find a solution that works for you. Fill out the form below and an OpsDog team member will contact you shortly to learn more about your needs...
This workflow template illustrates the identification of employees who are eligible to receive equity in the company and the subsequent configuration of payouts and equity statements. Purchase and download this template in PDF, Visio and PowerPoint formats, and customize it to fit your organization, or use it to better understand the Employee Equity Allocation process.Download a Free Sample of this Workflow Template
What is Employee Equity Allocation?
Employee Equity Allocation is a process that involves the identification of employees who are eligible to receive equity in the company and the subsequent configuration of payouts and equity statements. Employees are issued different types of equity, or stock, (the most common type is the option, which provides the right for qualified employees to purchase future shares in the company at a set price) depending on when they joined the company and the role they play within the company. This process includes the creation of a roster of employees to whom equity payouts can be made to, the approval/denial of the equity roster (any employees who are not eligible for the type of equity being allocated are taken out of the roster before finalization), the calculation of taxes related to equity payouts and the transmission of equity statements to selected employees.
Which KPIs, or metrics, are typically used to measure this process?
The following metrics are typically involved in the Employee Equity Allocation process:
Which employees and/or departments are involved in this process?
The following parties are typically involved in the Employee Equity Allocation process:
What is the purpose of these workflow templates?
Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.
How are these workflow templates created?
These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.
How do I download a workflow template?
Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the document in PDF, Visio and PowerPoint formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.