Uploading ESOS grants via bulk upload

Uploading ESOS grants via bulk upload

You can import the data for your employees’ equity allocations in bulk using our Bulk Upload Functionality.   

1. Sign in to your Qapita Account 
2. Click Settings on the left menu and select Bulk Upload 

3. Select Grant Award - Option Awards
4. The available options allow you to create, delete, or update records, and extend the date of acceptance where applicable.

The available options allow you to create or delete records, select or include entries, manage separation and other employee details, view grant information with or without an award plan, and configure vesting through templates, schedules, and custom parameters.

The available options allow you to update or edit award and other details, manage vesting schedules, separation information, approvals and acceptance, apply filters by award plan, grant date, grant status, awardee status, employee ID, stakeholder name, and grant ID using dropdowns, with tools to clear all filters and access additional info via information icons.

The "Extend Date of Acceptance" option allows you to modify or extend the deadline by which an awardee must accept their grant or award.
 

5. Scroll down and Select Download Template or Download Template with Data  

1. Download Template: to download the template with no data. This is preferable if you are uploading the data for the first time.  
2. Download Template with Data: to download the template with existing data. If you choose to add to new employee option awards to the already existing grants or modify the existing awards. 

 Note: This is a protected file. Always unprotect the excel file downloaded to make changes.

A. Click on Action dropdown and select “Unchanged/Add/update/Delete” 

B. Do not input any data in Option Award ID column, it is auto generated. 

C. Awardee Details: 

1. Stakeholder: Choose the stakeholder from the dropdown. If there are multiple stakeholders with the same legal name, application expects stakeholder ID against the transaction. 
2. Stakeholder ID: refer to the stakeholder reference sheet to get the stakeholder ID  
3. Employee ID  
4. Stakeholder email ID 
    

D. Award Details:

1. Award Plan: Select the award plan from the dropdown 
2. Grant Certificate ID  
3. Grant Date  
4. Exercise Price: Currency and Amount 
5. Granted: number of instruments granted.  

Additional columns in the excel based on the Radio Option Chosen.    

E. Vesting Template Name & Exercise Period Template Name  

1. Vesting Start Date: in the format (yyyy-mm-dd)  
2. Inherit Separation Rules associated to the Plan: Yes/No  
3. Grant Status: Accepted/Rejected/Draft  
4. Vesting Schedule - Tranche 1  

                    - Vesting Date

                    - Units

                    - Start Date of Exercise

                    - Last Date of Exercise

        v. Type of Grant: Record Grant/Enable Acceptance Flow 

       vi. Acceptance Flow: Acceptance/ ESign  

      vii. Grant Letter Template: Choose from the dropdown  

     viii. Approvers: Specify comma separated email addresses for 'Approvers'.

 ix. Last date of Acceptance    

Note: Tranche 2, Tranche 3 columns will populate only if any one of the given Stakeholders in the application has had more than 1 tranche.   

6. Save the File

7. On the Bulk Upload page of your Qapita Account, please click on Upload File at the right bottom of the page. Click on Choose File and upload the saved file for Grant Award - Option Awards.  

 8. Upload Support Documents if any. You can view these documents uploaded in the Transactions Page on the application against the respective stakeholder.

9. Click on Save