Add participants to your ESPP

From the 'Employee stock purchase plans' tab, select the relevant plan using 'View.'

Click 'Add participants' before downloading the enrollment template. Open the file and update to include eligibility information.Save the attached file and upload to Carta by clicking 'Select file' in the same modal where you downloaded the spreadsheet.

Use the left hand checkboxes to select participants, send invitations, or remove.

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