Learn how to set up, manage and review equity.


Equity is your ownership of a piece of a company, e.g., "John owns 2.7% of the group's equity." This ownership has different forms i.e., stock options, RSUs, and shares. A company’s Board of Directors approves equity grants, the operational management of equity is headed by the HR team. Grant “pieces of the company” to new hires, current employees or even as promotions for outstanding individuals. 

Get the most out of Bob

Set up vesting schedules and assign equity grants to employees. When you're done, company stakeholders will have a clear and easy way to view vesting status of equity grants in their Equity reports.

Set up and managing employee equity:

  1. Set up a Vesting schedule: Create and edit vesting schedules.
  2. Setting up equity tables: Add data to employee equity tables either manually or via bulk import.
  3. Review Equity vesting and summary reports: View a summary of current equity reports and vesting reports, and have a peek into future equity.