Stock Administration Integrations

Human Resources

Stock Administration uses various types of information that you set up in HR, including employee and nonemployee data. Changes that you make to a plan participant's status in your human resources system can trigger a workflow notification to a stock administrator.

• Stock Actions

  The setup tables used for HR integration are Stock Action, Stock Action Reason, and Stock Action Rules. The type of action determines the type of processing. You can process an action by receiving a worklist or by processing it manually.

• Nonemployees

  The stock system handles regular employees within your company and nonemployees. Examples of non-employees are members of boards of directors, contractors, or employees of a subsidiary or foreign office who are not administered by HR.

• Multiple Jobs

  For stock options and reports that require an employee's job title and other job information, the stock system refers to the primary job identified by HR for supporting processes. For stock purchase plans, the system refers to the job designated within the Base Benefits business process.

• Variable Compensation

  Stock awards are given through the Variable Compensation business process. Because of this integration, stock awards are included with all other variable monetary and non-monetary awards for total variable compensation reporting and history. Stock Administration grants and administers stock awards after they are approved and received from HR as service operations. Both Stock Administration and Variable Compensation use the group build feature so that when groups are used, they are consistent between the two systems.

  When splitting or repricing stock, it is important that you coordinate this action with your Variable Compensation process.

Base Benefits Business Process and Benefits Administration

Either the Base Benefits business process within HR or Benefits Administration can administer your stock purchase plan and enroll participants, including eligible employees and non-employees who are not administered by HR. A stock purchase plan is a savings plan designating the reserved plan type 4A to indicate stock purchase. After setting up your stock purchase plans, you can enroll eligible plan participants directly through the Base Benefits business process or through the automated eligibility and event-driven Benefits Administration system.

Payroll for North America

Several stock option and stock purchase transactions are integrated with Payroll for North America.

The integrated Stock Option transactions are:

• Exercises and releases.

  Payroll for North America calculates taxes on ordinary income from exercises and releases. You invoke the calculation process and display the results in Stock Administration, then send ordinary income and taxes to the payroll system. Payroll loads these transactions using the Load/Reset Paysheet process, which updates employee balances but does not issue a check.

• Dispositions.

  Stock Administration enables you to send ordinary income from dispositions to the Load/Reset Paysheet transaction record (PSHUP_TXN) in Payroll for North America.

The integrated Stock Purchase transactions are:

• Contributions.

  Contributions are gathered from Payroll for North America during the Purchase Stock process.

• Refunds.

  The Refund Contributions process in Stock Administration sends contributions to be refunded to the Load/Reset Paysheet transaction record (PSHUP_TXN) in Payroll for North America.

• Dispositions.

  Stock Administration enables you to send ordinary income from dispositions to the Load/Reset Paysheet transaction record (PSHUP_TXN) in Payroll for North America.