Add or update equity data

when your company issues stock grants, you can import a csv or spreadsheet file to charthop in order to track vesting schedules and compensation ensure that the data in your file conforms to charthop's formatting requirements to add or update equity data in charthop, complete the following steps from the settings menu (gear icon) in the left sidebar, select import spreadsheet data on the right side of the page, select add or update equity data select download template a csv template downloads to your computer add your data to the csv template, including any optional columns save the template under a new name on the upload your spreadsheet page, drag the template to the target area (optional) to create new groups in your charthop org, select allow spreadsheet to create new groups note that this does not include job codes , or bands , which must be created manually select upload to org for any fields in your spreadsheet that weren’t automatically matched to a charthop field, select a charthop field to match to your spreadsheet column you may need to scroll to see all unmatched fields, which are highlighted in red once all columns are matched, select continue with import to finish importing data (optional) when upload is complete, select view details to see a summary when matching spreadsheet columns with charthop fields, select none of these to skip a column skipped columns are not imported required columns the following columns are required column description example work email the person's work email; must be the first column jane jones\@charthop com first name first name jane last name last name jones date date on which the grant was issued 5/1/2022 grant price grant's strike price $2 50 grant shares total number of shares 5000 optional columns the following columns are optional column description example grant vest date date the grant's vesting schedule starts 5/1/2026 grant i d unique id corresponding to the grant recommended, since you can use it to identify and edit existing grants in subsequent uploads fy2021 grant type type of stock grant, such as incentive stock options (iso) or non qualified stock options (nso) iso grant vest vesting schedule for the stock grant see the following section for more examples q 4y 1y grantcanceldate date that an existing grant was cancelled; also allows a user to upload a cancelled grant 2/1/2022 specifying vesting schedules typical grant schedules consist of an interval, the length of the grant, and the cliff period for example, a grant might look like this m 4y 1y , where m is the interval, 4y is the total length, and 1y is the cliff period specifying the interval specify the interval with a single letter as follows y yearly q quarterly m monthly specifying the grant length specify the grant length with a number and an interval as follows 1y one year 36m 36 months 3q three quarters ensure that the vesting period's total length is at least as long as a single vesting interval and is a multiple of that interval in addition, cliff length must be less than or equal to the total length of the grant specifying the cliff length specify the cliff length the same way as the total length the cliff length must be less than or equal to the total grant length as follows 1y one year 36m 36 months 3q three quarters to specify a negative cliff length, write the number using minus instead of a hyphen, for example minus 1y or minus 12m if you don't include a cliff length, it defaults to zero specifying vesting percentages you can specify the vesting percentages for yearly, quarterly, and monthly vesting schedules when you omit the cliff and insert the percentage to be vested each year, quarter, or month, in order, separated by underscores see the following examples vesting schedule meaning y 4y 40 20 20 20 a four year grant with no cliff, vesting 40% after the first year and 20% each following year y 4y 0 20 30 50 a four year grant where the one year cliff is built into the year by year percentages q 16q 0 0 0 20 5 5 5 5 5 5 5 5 5 5 5 25 a 16 quarter grant with no cliff, vesting 20% after the 4th quarter, plus 5% per quarter after that, and then ending with 25% in the final quarter keep in mind that you must include as many percentages in the schedule as there are time periods standard vesting schedules charthop supports the following default vesting schedules vesting schedule meaning m 4y 1y monthly vesting over four years with a one year cliff m 4y 0y monthly vesting over four years with no cliff q 4y 1y quarterly vesting over four years with a one year cliff q 4y 0y quarterly vesting over four years with no cliff y 4y 40 20 20 20 yearly vesting over four years, where 40% is vested the first year and 20% is vested during each of the three subsequent years unsupported vesting schedule formats if a schedule doesn't follow the accepted format or the stock grant doesn't have any vesting schedule at all, charthop does the following displays the schedule's name in the equity tab as provided by the equity sync or the string value given in the grantvest column during the csv upload imports the grant as "unvested," and does not vest over time when unvested grants appear in the equity grants table, their vesting start and vesting end fields are blank packages basic basic | | headcount planning headcount planning | compensation reviews compensation reviews | performance performance | engagement engagement | hris roles owner | org editor