STSU001

Governing Body Rules

View governing body information.

Set Up HRMS, Product Related, Stock, Foundation Rules, Governing Body Rules Rpt

PRCSRUNCNTL

STSU002

Exchange Table

View Exchange Table information.

Set Up HRMS, Product Related, Stock, Foundation Rules, Exchange Table Rpt

PRCSRUNCNTL

STSU003

Transfer/Escrow Agency

View transfer and escrow agency information.

Set Up HRMS, Product Related, Stock, Foundation Rules, Transfer/Escrow Agency

PRCSRUNCNTL

STSU004

Brokerage Table

View Brokerage Table information.

Set Up HRMS, Product Related, Stock, Foundation Rules, Brokerage Table Rpt

PRCSRUNCNTL

STSU006

FMV Method Table

View FMV Method Table information.

Set Up HRMS, Product Related, Stock, Foundation Rules, FMV Method Table Rpt

PRCSRUNCNTL

STSU026

Process Groups

View process group information.

Set Up HRMS, Product Related, Stock, Foundation Rules, Process Groups Rpt

PRCSRUNCNTL

STSU017

Stock Agent Detail

View Stock Agent Table information.

Set Up HRMS, Product Related, Stock, Stock Rules, Stock Agent Report

PRCSRUNCNTL

STSU018

Stock Branch Detail

View Stock Branch Table information.

Set Up HRMS, Product Related, Stock, Stock Rules, Stock Branch Report

PRCSRUNCNTL

STSU019

Stock Detail

View stock detail information.

Set Up HRMS, Product Related, Stock, Stock Rules, Stock Detail Report

PRCSRUNCNTL

STSU008

Stock Exchange

View Stock Exchange Table information.

Set Up HRMS, Product Related, Stock, Stock Rules, Stock Exchange Report

PRCSRUNCNTL

STSU012

Stock Agreement

View Stock Agreement Table information.

Set Up HRMS, Product Related, Stock, Stock Rules, Stock Agreement Report

PRCSRUNCNTL

STSU010

Stock Legend

View Stock Legend Table information.

Set Up HRMS, Product Related, Stock, Stock Rules, Stock Legend Report

PRCSRUNCNTL

STSU014

Stock Blackout

View stock blackout information.

Set Up HRMS, Product Related, Stock, Stock Rules, Stock Blackout Report

PRCSRUNCNTL

STSU015

Stock Treasury

View Stock Treasury Table information.

Set Up HRMS, Product Related, Stock, Allocation Tables, Stock Treasury Report

PRCSRUNCNTL

STSU016

Stock Plan

View Stock Plan Table information.

Set Up HRMS, Product Related, Stock, Allocation Tables, Stock Plan Report

PRCSRUNCNTL

STSU024

Stock Allocation

View Stock Allocation Table information.

Set Up HRMS, Product Related, Stock, Allocation Tables, Stock Class Report

PRCSRUNCNTL

STSU013

Stock Split Information

View stock split information.

Stock, Stock Splits, Stock Split Report

PRCSRUNCNTL

STSU005

Tax Information

View tax information.

Set Up HRMS, Product Related, Stock, Option Plans, Tax Information Report

PRCSRUNCNTL

STSU021

Vesting Schedule

View vesting schedule information.

Set Up HRMS, Product Related, Stock, Option Plans, Vesting Schedule Report

PRCSRUNCNTL

STSU011

Stock Fiscal Year

View stock fiscal year information.

Set Up HRMS, Product Related, Stock, Option Plans, Stock Fiscal Year Report

PRCSRUNCNTL

STSU020

Stock Option Plan Rules

View stock option plan rules information.

Set Up HRMS, Product Related, Stock, Option Plans, Stock Option Plan Rules Rpt

PRCSRUNCNTL

STSU025

Grant Reason

View Grant Reason Table information.

Set Up HRMS, Product Related, Stock, Option Plans, Grant Reason Report

PRCSRUNCNTL

STSU009

Stock Reprice

View stock reprice information.

Stock, Option Reprices, Repricing Report

PRCSRUNCNTL

STSU022

Stock Purchase Plan Rules

View stock purchase plan rules information.

Set Up HRMS, Product Related, Stock, Purchase Plans, Stock Purch Plan Rules Rpt

PRCSRUNCNTL

STSU023

Offering/Purchase Periods

View offering and purchase period information.

Set Up HRMS, Product Related, Stock, Purchase Plans, Offering/Purchase Periods Rpt

PRCSRUNCNTL

STSU027

Hold Reason Table

View Hold Reason Table information.

Set Up HRMS, Product Related, Stock, Purchase Plans, Hold Reason Table Rpt

PRCSRUNCNTL

STSU007

Daily Prices

Reports the daily prices for a given stock ID and within a given date range.

Stock, Daily Prices, Daily Prices Report

ST_RUNCTL_STSU007

STOK001

Stock Activity Details

Reports details of stock activity.

Stock, Option Reports, Statements/Receipts, Stock Activity Details

Stock, Purchase Reports, Statements/Receipts, Stock Activity Details

ST_RUNCTL_STOK001

STOK002

Stock Activity Summary

Provides a summary of stock activity.

Stock, Option Reports, Statements/Receipts, Stock Activity Summary

Stock, Purchase Reports, Statements/Receipts, Stock Activity Summary

ST_RUNCTL_STOK002

STOPMSG

Message Report - Variable Comp

Shows processing messages.

Stock, Grants, Variable Comp Message Report

ST_RUNCTL_STOPMSG

STOP035

Reprice Election Forms

Produces election forms for optionees to sign to accept a stock reprice.

You must first run the Reprice Eligibility for the Reprice ID.

Stock, Option Reprices, Create Reprice Election Forms

ST_RUNCTL_REPRC2

STOP009

Options Exercise Receipts

Shows detailed information about an exercise. You can send this report to an optionee when you complete the exercise.

Stock, Option Reports, Statements/Receipts, Exercise Receipts

ST_RUNCTL_STOP009

STOP010

Options Release Receipts

Shows detailed information about a release. You can send this report to an optionee when you complete the release.

Stock, Option Reports, Statements/Receipts, Release Receipts

ST_RUNCTL_STOP010

STOP011

Options Repurchase Receipts

Shows detailed information about a repurchase. You can send this report to an optionee when you complete the repurchase.

Stock, Option Reports, Statements/Receipts, Repurchase Receipts

ST_RUNCTL_STOP011

STOP023

Options Disposition Receipts

Shows detailed information about a disqualified disposition. You can send this to an optionee to use with income reported on the W-2 form.

Stock, Option Reports, Statements/Receipts, Disposition Receipts

ST_RUNCTL_STOP023

STOP002

Options Shares Granted

Shows the options granted during a specified date range. Use this to verify data entry, prepare the annual report, prepare forms 10-K and 10-Q, and reconcile the plan summary.

Stock, Option Reports, Grant Transactions, Shares Granted

ST_RUNCTL_STOP002

STOP003

Options Shares Exercised

Shows the options exercised during a specific date range.

Use this report to verify data entry, prepare the annual report, prepare forms 10-K and 10-Q, and reconcile the plan summary.

Stock, Option Reports, Grant Transactions, Shares Exercised

ST_RUNCTL_STOP003

STOP004

Option Shares Released

Shows the options released during a specific date range.

Stock, Option Reports, Grant Transactions, Shares Released

ST_RUNCTL_STOP004

STOP006

Option Shares Repurchased

Shows options repurchased during a specific date range.

Stock, Option Reports, Grant Transactions, Shares Repurchased

T_RUNCTL_ STOP006

STOP015

Options Transfer Agent Instn exercises (options transfer agent instruction exercises)

Shows all option exercises confirmed within a specified date range.

This report summarizes the information required by your transfer agent for the issuance of stock certificates.

Stock, Option Reports, Agent/Broker, Transfer Agent Instructions

ST_RUNCTL_STOP015

STOP016

Options Transfer Agent Instn Repurchase (options transfer agent instructions repurchase)

Shows all option repurchases confirmed within a specified date range. It summarizes the information required by your transfer agent for the issuance of stock certificates.

Stock, Option Reports, Agent/Broker, Transfer Agent Instructions

ST_RUNCTL_STOP015

STOP017

Options Transfer Agent Instn Releases (options transfer agent instructions releases)

Shows all option releases confirmed within a specified date range. It summarizes the information required by your transfer agent for the issuance of stock certificates.

Stock, Option Reports, Agent/Broker, Transfer Agent Instructions

ST_RUNCTL_STOP015

STOP018

Options Broker Deposits Exercises

You must have entered an exercise or release for which the shares issued are to be deposited with the stockbroker.

Stock, Option Reports, Agent/Broker, Broker Deposits

ST_RUNCTL_STOP018

STOP018A

Options Broker Deposits Releases

Lists all exercises confirmed within a specific date range for which the shares are to be delivered to the stockbroker.

Stock, Option Reports, Agent/Broker, Broker Deposits

ST_RUNCTL_STOP018

STOP018B

Options Broker Deposits

Lists all releases confirmed within a specific date range for which the shares are to be delivered to the stockbroker.

Stock, Option Reports, Agent/Broker, Broker Deposits

ST_RUNCTL_STOP018

STOP019

Options Broker Invoices

Use to run the Options Broker Invoices report.

You must have entered an exercise or release for which the payment method was Same Day Sale or Sell to Cover.

Stock, Option Reports, Agent/Broker, Broker Invoices

ST_RUNCTL_STOP019

STOP019A

Options Broker Invoices - Exercises

Lists all same day sale and sell to cover exercises confirmed within a specified date range.

Stock, Option Reports, Agent/Broker, Broker Invoices

ST_RUNCTL_STOP019

STOP019B

Options Broker Invoices - Releases

Lists all same day sale and sell to cover releases confirmed within a specified date range. It includes information required by the broker to distribute funds due to the company from the release.

Stock, Option Reports, Agent/Broker, Broker Invoices

ST_RUNCTL_STOP019

STOP007

Options Vesting Forecast

Shows the future vest dates for restricted exercises. Use this to plan when you can release restricted shares.

Stock, Option Reports, Grant Transactions, Restricted Vesting Forecast

ST_RUNCTL_STOP007

STOP005

Options Shares Cancelled

Lists all options canceled during a specified date range.

Stock, Option Reports, Grant Transactions, Shares Cancelled

ST_RUNCTL_STOP005

STOP008

Shares Subject to Repurchase

Lists all shares that were exercised before vest but have not been released as of the specified date.

Stock, Option Reports, Grant Transactions, Subject to Repurchase

ST_RUNCTL_STOP008

STOP001

Option Plan Summary

Lists all plan activity that occurred during the specified date range.

Stock, Option Reports, Regulatory, Plan Summary

Stock, Purchase Reports, Regulatory, Plan Summary

ST_RUNCTL_STES001

STOP012

Options Income/Taxes

Lists W-2 income and taxes from an exercise or release when your system is not integrated with Payroll for North America.

Stock, Option Reports, Reconciliation, Income/Taxes

ST_RUNCTL_STOP012

STOP013

Options Income/Tax Reversals

Lists all voided exercises and releases for which you calculated W-2 income and taxes.

Stock, Option Reports, Reconciliation, Income/Tax Reversals

ST_RUNCTL_STOP012

STOP020

ISO Dispositions to Payroll

Lists all W-2 income generated from disqualifying dispositions not reported through Payroll for North America.

Stock, Option Reports, Reconciliation, ISO DD to Payroll

ST_RUNCTL_STOP020

STOP021

ISO Disposition Reversals to Payroll

Lists all voided disqualifying dispositions for which W-2 income that was calculated was sent to payroll.

Stock, Option Reports, Reconciliation, ISO DD to Payroll Reversals

ST_RUNCTL_STOP020

STOP022

ISO Dispositions to Accounting/Tax

Lists all disqualifying dispositions processed within the specified date range.

Stock, Option Reports, Reconciliation, ISO DD to Acctg/Tax

ST_RUNCTL_STOP022

STRR001

Potential Diluted - Detail

Lists the details of the potential diluted shares outstanding calculation.

Stock, Option Reports, Regulatory, Potential Diluted

ST_RUNCTL_STRR001

STRR001

Potential Diluted - Summary

Summarizes the potential dilutive option shares outstanding calculation. It displays the dilutive and antidilutive values that used in the earnings per share calculation.

Stock, Option Reports, Regulatory, Potential Diluted

ST_RUNCTL_STRR001

STRR003

Common Stock Transactions - Detail

Lists the option shares and stock purchase shares issued during the period.

Stock, Option Reports, Regulatory, Common Transactions

ST_RUNCTL_STRR003

STRR005

ISO Limit

Lists, by optionee, the amount of the $100,000 ISO limit used each year for every ISO grant and shows the remaining available value for each year.

Stock, Option Reports, Regulatory, ISO Limit

ST_RUNCTL_STRR005

STES014

Message

Shows processing messages.

Stock, Stock Purchases, Messages Report

ST_RUNCTL_STESPID

STES002A

Participant Contributions

View contributions for audits and reconciliation.

Stock, Purchase Reports, Purchase, Contributions

ST_RUNCTL_STESPID

STES003

Currency Conversion

View the results of a currency conversion for audit and reconciliation.

Stock, Purchase Reports, Purchase, Currency Conversion

ST_RUNCTL_STESPID

STES005A

Participants Without Purchase

Identifies participants who are participants in a period but did not purchase stock. Use this report to audit terminations and leaves of absence.

Stock, Purchase Reports, Purchase, Participants w/o Purchase

ST_RUNCTL_STESPID

STES004

Purchase Summary

View the results of the preliminary or final purchase process.

Stock, Purchase Reports, Purchase, Purchase Summary

ST_RUNCTL_STESPID

STES018

Refunds to Payroll

Lists refunds that must be processed manually by your payroll administrator.

Stock, Purchase Reports, Refund, Refunds to Payroll

ST_RUNCTL_STESRC1

STES007

Refund Reversals to Payroll

Lists refunds that you must reverse and must process manually.

Stock, Purchase Reports, Refund, Refund to Payroll Reversals

ST_RUNCTL_STESRC1

STES020

Dispositions to Payroll

Reports disqualifying dispositions and qualifying dispositions to payroll for W-2 reportable income.

Stock, Purchase Reports, Disposition, Dispositions to Payroll

ST_RUNCTL_STESRC1

STES017

Disposition Reversals

Reports errors sent to payroll that must be reversed.

Stock, Purchase Reports, Disposition, Dispostns to Payroll Reversals

ST_RUNCTL_STESRC1

STES016

Disposition Reconciliation

Lists dispositions entered for the purchased stock.

Stock, Purchase Reports, Disposition, Disposition Reconciliation

ST_RUNCTL_STESRC1

STES001

Plan Summary

Lists all plan activity that occurred during the specified date range.

Stock, Option Reports, Regulatory, Plan Summary

ST_RUNCTL_STES001

STES010

Purchase Receipts

Displays a summary of purchases by participant. This statement is required by the IRS.

Stock, Purchase Reports, Statement/Receipts, Purchase Receipts

ST_RUNCTL_STES010

STES006

Refund/Carry-Forward

Reports back to pay groups the unused contributions after a purchase.

Stock, Purchase Reports, Refund, Refund/Carry Forward

ST_RUNCTL_STESPID

STES015

Grant Value Limit Detail

Use to audit participants for IRS grant value limit by corporate interpretation.

Stock, Purchase Reports, Regulatory, Purchase Limit Summary

ST_RUNCTL_STES015

STES008

Transfer Agent Instructions

Use to instruct the transfer agent to issue shares and adjust the plan balance.

Stock, Purchase Reports, Agent/Broker, Transfer Agent Instructions

ST_RUNCTL_STES008

STES009

Broker Deposits

Use to inform brokers of shares to be deposited into participants' accounts after a purchase. You must first purchase stock for which the issuance instruction is Broker.

Stock, Purchase Reports, Agent/Broker, Broker Deposits

ST_RUNCTL_STES009

STES013

Disposition Receipts

Reports a summary of dispositions. The statement is required by the IRS.

Stock, Purchase Reports, Statement/Receipts, Disposition Receipts

ST_RUNCTL_STES013

STES011

Disposition Survey

Use to survey participants about dispositions or to confirm a reported disposition. You must first purchase stock and have participants who have not reported dispositions.

Stock, Purchase Reports, Disposition, Surveys

ST_RUNCTL_STES011

STFS002

Expected Volatility

Calculates the historical annualized volatility for a particular stock. This information is used by the Black Scholes model.

Stock, Valuation, Expected Volatility Report

ST_RUNCTL_STFS002

STFS004

Option Valuation Audit

Identifies stock options dated after the FAS 123 Disclosure date that do not contain a valuation record.

Stock, Valuation, Valuation Audit Report

ST_RUNCTL_STFS004

STFS006

Purchase Valuation Audit

Identifies stock purchases dated after the FAS 123 Disclosure date that do not contain a valuation record.

Stock, Valuation, Valuation Audit Report

ST_RUNCTL_STFS004

STFS001

Expected Life Years Analysis

Provides assistance in determining the expected term input for the Black-Scholes model.

Stock, Valuation, Expected Life Years Analysis

ST_RUNCTL_STFS001

STFS007

FAS 123 Option Expense

For the date range that you enter, calculates the FAS 123 option expense for the prior, current, and future periods.

Stock, Valuation, FAS 123 Option Expense

ST_RUNCTL_STFS007

STFS009

APB 25 Option Expense

For the date range that you enter, calculates the APB 25 option expense for the prior, current, and future periods. Includes discounted options only.

Stock, Valuation, APB 25 Expense

ST_RUNCTL_STFS009

STFS010

Variable Accounting Accrual

Calculates the accounting accruals for ISO/SAR, NQ/SAR, and repriced options as of the date you specify.

Stock, Valuation, Variable Accounting Accrual

ST_RUNCTL_STFS010

STFS011

Grant Valuation Report - Detail

Provides option valuation information for all options for a specified stock ID and date range. Also reports weighted averages.

Stock, Valuation, Grant Valuation Report

ST_RUNCTL_STFS011

STFS014

Outstanding/Exercisable by Price

Lists, by grant price, all options that are outstanding or exercisable for a given stock ID as of the date that you enter. Also provides assistance in determining the price ranges to use in the Disclosure Summary.

Stock, Option Reports, Grant Transactions, Outstand/Exercisable By Price

ST_RUNCTL_STFS014

STFS015

Disclosure Summary

Provides information required for the company financial report, which summarizes grant, exercise, cancellation, and expiration information for the period of time that you specify. Also reports fair market value information.

Stock, Option Reports, Regulatory, Disclosure Summary

ST_RUNCTL_STFS015

STFS005

Estimate Contributions

For each employee associated with the stock plan and offering ID that you select, the report lists the grant date, purchase date, and total actual contributions for confirmed stock purchases.

Stock, Valuation, Estimate Contributions Report

ST_RUNCTL_STFS005

STFS008

FAS 123 Purchase Expense

Running this report calculates the purchase expense for the prior, current, and future periods, depending on the date range entered.

Stock, Valuation, FAS 123 Purchase Expense

ST_RUNCTL_STFS004

STFS012

Stock Purchase Valuation Report - Details

Provides purchase valuation information for a stock ID and stock plan.

Stock, Valuation, Offering Valuation Report

ST_RUNCTL_STFS011