Manage Stock Grants in the Integrated Workbook
You can add and edit stock grant data and upload it into the application using an integrated Microsoft Excel workbook.
Download the Workbook
You manage stock grants in the Compensation work area.
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In the Tasks panel tab, click Manage Stock Grants.
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On the Search Results toolbar for the Manage Stock Grants page, click Prepare Import Spreadsheet.
Add Stock Grant Data
Copy the stock grant data provided by your supplier. Make sure that each row contains a unique grant date, grant ID, and grant number. The workbook adds a symbol in the Changed field to mark the rows that you added.
Upload Stock Grant Data
When you're done, click Upload. The application uploads only those rows that are marked as Changed and ignores any changes in cells that don't have a white background.
Validating Changes
Open the Manage Stock Grants page and search for and view the imported stock grant data.
Resolve Errors
The upload process automatically updates the Status field in each workbook row. If there are errors that require review, the process:
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Rolls back the change in the application.
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Sets the workbook row status to Upload Failed
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Continues to the next workbook row
To view and resolve an error:
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Double-click Update Failed in the Status field.
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Fix any data issues in the workbook.
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Upload the latest changes.