Common Elements Used to Administer Stock Option Dispositions
| Field or Control | Description |
|---|---|
|
EmplID |
Click the EmplID number to access the Employee Information page, where you can view employee information. |
|
Shares Self Service |
Displays the number of shares that are reported as disposed through the self-service page and that have a status of self-service. |
|
Shares Disposed |
Displays the number of disposed shares that have a status of confirmed. |
|
Shares Available |
Displays the number of shares available. This equals (Shares Issued) − (Share Pending) − (Shares Self Service) − (Shares Disposed). |
|
Disposition Number |
Displays NEW when you enter a disposition. When you save, the system generates a sequential disposition number from the last disposition number stored in the Stock table. |
|
Status |
The default for a new record is Pending, unless the shares were already sold through a same day sale or a sell to cover transaction. Then, the status is Confirmed. When the status is changed to Confirmed, ordinary income can be sent to Payroll for North America by a transaction record or displayed on a manual payroll report when saved. If you must change a transaction that's been sent to payroll, set the status to Void. If an optionee reports a disposition through the self-service page, the status is Self Srvc (self service) until you set it to Confirmed, either by running the Confirm Self Service process or changing the status to Confirmed online. |
|
Status Date |
Displays the date on which the status was last changed and saved. |
|
Sent to Payroll Date |
Displays the date on which the transaction was sent to payroll or the day on which the manual report was run. |
|
Sent to Payroll Source |
Displays the way in which the income and taxes were sent to a payroll, either through Payroll for North America or a manual report. |
|
Paycheck Number |
Displays the paycheck number when the transaction was processed through Payroll for North America. This field is blank if a manual report was used. |