The quickest way to add your employee equity data to ChartHop is to create a sync with your Equity system through a ChartHop equity app. This imports all your employees’ stock options into your ChartHop org chart and keeps them up to date on a cadence of your choice: either on demand or once per week.
ChartHop's equity apps sync inbound from the equity management system to ChartHop, so the equity provider remains the source of truth on equity data while ChartHop always contains your latest employee equity.
Equity apps sync equity data one-way from the equity system to ChartHop.
Since the sync is one-way, if you make changes to ChartHop data that originates from your equity system, those changes are overwritten on the next sync.
Data typically synced from your equity system includes:
- Grant Issue Date
- Grant Vest Date
- Grant Cancel Date
- Grant ID
- Grant Type
- Grant Shares
- Grant Price
- Grant Vesting Schedule
ChartHop supports several grant types which are available from the Planned Grant Type field in the Job dialog when creating and modifying jobs.
Supported grant types:
- Incentive Stock Option (ISO)
- Non-qualified Stock Option (NSO)
- Restricted Stock (RSU)
- Stock Appreciation Rights (SAR)
- Performance Shares
- Phantom Stock
ChartHop's equity apps can help you with special vesting schedules for stock grants. When you sync with ChartHop and provide the right kind of schedule, it can calculate how the grants will vest for your employees over time. Learn more.
You can view vesting schedules for individual employees in your ChartHop organization by checking the Equity tab on the employee’s profile page.