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.