Generates LTI agreements, tracks vesting and applies forfeiture rules so HR and compensation teams can run cash-based and stock-based long-term incentive programs in one place.
Dashboard monitoring of vesting schedule progress
Manage the timeline and conditions under which LTI awards vest
Calculate final award value with multiplier processing
Automated forfeiture rules for termination, retirement, performance and change in control
Categories: Equity Management
Generate and distribute LTI agreements
Cash-based, stock-based or combined awards, including deferred cash and phantom stock programs
LTI allocation: eligibility, allocation parameters, performance metrics, award allocation and employee communication
Docusign signatures for equity, long-term incentive and deferral agreements
Categories: Equity Management
Model award calculations for complex compensation structures
Proration calculations
Budget scenario modeling
Award calibration
Simulations and calibrations (Elevate package)
Categories: Compensation Management
Customizable branded statement templates
Automated statement generation and distribution with ready notifications
Personalized statements per employee
Administrators, HR and managers can view, download and distribute statements
Categories: Compensation Management
Bonus calculations and allocations
Frequent incentive plans (Scale and Elevate packages)
Spot bonus and off-cycle workflows
Long-term incentive allocation and plan management
Deferred compensation arrangements
Categories: Compensation Management
Total compensation planning across salary, bonus and long-term incentives
Compensation cycles: annual in Grow, up to 4 per year in Scale, up to 12 per year in Elevate
User access management and audit trails
Categories: Compensation Management
Salary management with strategic allocation of compensation budgets
Salary review (all packages)
Categories: Compensation Management
Automated budget controls
Budget scenario modeling with current employee data
Budget pool management
Budget management rules
Categories: Compensation Management
Automated bonus calculations with review and leader discretion
Bonus allocations
Spot bonus and nomination templates (Elevate package)
Complex bonus calculations (Scale and Elevate packages)
Categories: Compensation Management
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12cycles/ year
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1cycles/ year
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4cycles/ year
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