How to issue equity awards through the stakeholder ledger
Navigate to Essentials > Manage stakeholders.
Apply filters or use search to locate your award recipients.
Click Bulk actions and select Draft new equity awards.
Select between ISOs and NSOs. (Scroll down if you need to issue both types.)
Choose to either Create a new draft set in an empty spreadsheet, or Select an existing draft set to add onto.
The drafts spreadsheet editor will open in a new tab, with several pre-populated fields. Complete the remaining required fields and continue with the issuance process as normal.
What if I want to issue ISOs and NSOs in one draft set?
You can still draft equity awards directly through the Stakeholder ledger if you’re issuing both ISOs and NSOs simultaneously–it just requires an extra step.
Navigate to Essentials > Manage stakeholders.
Apply filters or search to locate your ISO recipients. Check the box to the left of a stakeholder’s name to select them, or check the box in the header row to select all listed stakeholders.
Click Bulk actions and select Draft new equity awards.
Select ISOs, then choose Create a new draft set.
Enter a name for the draft set and associate it with an equity plan. The newly created draft set will open in a new tab, but feel free to close it.
Return to the previous tab and click Back to manage stakeholders.
Locate and select your NSO recipients.
Click Bulk actions and select Draft new equity awards.
Select NSOs, then Select an existing draft set and choose the draft set created in step 5.
The drafts set will open in a new tab and contain both ISO and NSO information. Complete the remaining required fields and continue with the issuance process as normal.