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.

1. In the Tasks panel tab, click Manage Stock Grants.

2. 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.

Caution: Don't delete or reorder template columns. The upload process might fail.

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.

Caution: Don't select the Upload and then immediately download option when prompted during an upload. The data that you uploaded immediately downloads back into the workbook, hiding any errors that occurred during the upload.

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:

1. Rolls back the change in the application.

2. Sets the workbook row status to Upload Failed

3. Continues to the next workbook row

To view and resolve an error:

1. Double-click Update Failed in the Status field.

2. Fix any data issues in the workbook.

3. Upload the latest changes.