How to create stakeholders for new hire onboarding with Equity Advisory

How do I create stakeholders for new hire onboarding with Equity Advisory?

This article serves as a sub-guide within Carta’s Stakeholder ledger to access new hire onboarding. Review Carta's Stakeholder ledger overview here.
 

1. The new hire onboarding process only applies to companies subscribed to Carta Equity Advisory.

2. Equity advisory sessions are only available to US citizens or residents.

3. Adding an employee into Carta as a stakeholder provides them access to Carta services like Carta Equity Advisory. Ensure you only add employees you intend to issue equity to.