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Getting Started with Stock Administration
Stock Administration Overview
Stock Administration Business Processes
Stock Administration Integrations
Stock Administration Implementation
Understanding Stock Administration
Stock Administration Features
Defining Stock Administration Business Rules
Understanding Business Rule Setup
Setting Up Foundation Tables
Setting Up Stock Rules
Defining Stock Details
Creating Stock Agreements and Stock Legends
Defining Blackout Rules
Defining Process Groups
Allocating Shares to the Treasury, Stock Classes, and Plans
Setting Up Stock Option Plans
Understanding Stock Option Plan Setup
Creating Vesting Schedules
Defining Stock Fiscal Year Calendars
Defining Stock Option Plan Rules
Setting Up Tax Rules
Defining Grant Reasons
Defining Stock Action Rules
Setting Up Stock Purchase Plans
Understanding Stock Purchase Plan Setup
Defining Stock Purchase Plan Rules
Defining Offering and Purchase Periods
Defining Stock Purchases
Defining Processing Messages and Hold Reasons
Managing Stock Administration
Administering Participant Information
Specifying Daily Stock Prices
Calculating Stock Balances
Managing Stock Splits
Managing Dispositions
Administering Stock Option Plans
Understanding Stock Option Plan Creation
Understanding Stock Option Grants and ISO Limits
Understanding Exercise and Release Options
Administering Variable Compensation Grants
Understanding Variable Compensation
Allocating Stock to the Variable Comp Stock Fund
Viewing Unprocessed Variable Comp Stock Awards
Generating Grants for Variable Compensation Awards
Running the Stock - VC Plan Expire Process
Administering Grants
Understanding Grant Administration
Creating, Updating, and Viewing Grants
Modifying a Group of Grants
Viewing Grant Processing Results
Administering Exercises
Understanding Administering Exercises
Viewing Exercise Information
Entering Exercise Information
Deferring Tax Assets
Administering Releases
Understanding the Release of Restricted Shares
Viewing Release Information
Entering Release Information
Administering Stock Option Dispositions
Understanding Stock Option Dispositions
Tracking Option Dispositions
Administering Repurchases
Understanding Administering Repurchases
Viewing and Recording Share Repurchases
Processing Stock Actions
Understanding Stock Actions
Running the Stock Action Process
Viewing Stock Action Processing Results
Administering Reprice
Understanding Reprice Administration
Setting Up Stock Reprice Parameters
Selecting Participants for a Reprice
Running the Reprice Grants Process
Viewing Reprice Processing Messages
Understanding Stock Purchase Plans
The Stock Purchase Business Process
Section 423 (IRC) Plans
Antidilution Issues
Stock Purchase Reports
Administering Enrollment
Understanding Stock Purchase Plan Enrollment
Running the Update Participants Process
Adjusting Enrollment Records
Administering Participant Contributions
Understanding Participant Contribution Administration
Viewing Participant Contributions and Placing a Hold on Purchases
Processing Contributions Manually
Administering Purchases
Understanding Purchase Administration
Running the Convert Currencies Process
Running the Calculate Prices Process
Running the Purchase Stock Process
Viewing Stock Purchase Participant Summaries
Running the Confirm Purchase Process
Running the UnConfirm Purchase Process
Viewing Process Results
Administering Refunds
Understanding the Process for Refunding Participant Contributions
Identifying Unprocessed Contributions that Can be Refunded
Running the Refund Contributions Process
Administering Stock Purchase Dispositions
Understanding Stock Purchase Dispositions
Tracking Dispositions
Accounting for Stock-Based Compensation Plans
Understanding Accounting Features for Stock-Based Compensation
Selecting a Financial Accounting Standard
Selecting FAS 123 Values for Stock Purchase Plans
Creating Option Groups
Processing Retirement Eligibility
Collecting Data for the Valuation Process
Creating a Valuation ID
Valuing Stock Options
Valuing Stock Purchases
Identifying Missing Valuation Records
Expensing Stock Options
Using Stock Administration Self-Service
Understanding Stock Administration Self-Service
Viewing and Entering Issuance Instructions
Viewing Stock Option Information
Viewing Stock Option Activity Information
Viewing Stock Purchase Activity
Reporting Stock Sales
Viewing Employee Stock Options
Delivered Workflow for Stock Administration
Delivered Workflow for Stock Administration
Stock Administration Reports
Stock Administration Reports: A to Z
Report Samples