Employee Equity Allocation
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.
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.
Download a Sample Employee Equity Allocation
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