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.

1. In the Compensation work area, click Manage Stock Grants.
2. On the Manage Stock Grants page, click Prepare Import Spreadsheet.
3. 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.
4. 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.
5. Validate the changes.
   1. Open the Manage Stock Grants page and search for and view the imported stock grant data.
6. 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. In the Status field, double-click Update Failed.

   2. Fix any data issues in the workbook.

   3. Upload the latest changes.