Stock Administration Self-Service Components

The Stock Administration self-service transactions interact with HR. These transactions enable employees to view and update their stock information. An additional transaction enables managers to view information about employees' grants and vesting details.

• Issuance Instructions enables employees to enter and view issuance information for each stock ID. They can view the details of issuance instructions and select broker or certificate issuance for stock options and stock purchase plans.

• View Stock Options enables employees to view a summary of active stock option grants, see the shares that are currently available for exercise, and view detailed vesting information for each active grant. They can view information as of today's date or enter a past or future date. If employees have grants in multiple stock IDs, they can switch to a different stock ID to view that summary information.

• View Stock Purchase Activity enables employees to view details of their contributions, purchases, and sales. They can view transactions as of today's date or for a date range. They can also print receipts and statements.

• Report Stock Sales enables employees to record stock dispositions (sales) and cancel pending dispositions. They can enter new dispositions, view the details of pending dispositions, and cancel pending dispositions.

• View Employees' Stock Options enables managers to view information about all active grants, along with vesting details, for a selected employee. Managers can view information as of today's date or enter a past or future date. By adding further information, managers can determine net potential gain.