Creating stock option entries
Menu path
Modules ? HRM ? Entry ? Stock options ? Entry
Introduction
You can create stock option entries on this page.
Roles and rights
To create stock option entries, function right 140 – Maintain
option transactions is required. By default, users with the HR role
have this function right.
Note:
- For more details on function rights, go to Modules ? System ?
Setup ?
Security ?
Function rights.
- For more details on roles, go to Modules ? System ?
Setup ?
Security ?
Roles.
What version are you using?
The information in this document is applicable to product
update 259 and higher. If you have versions lower than this, certain features
explained here will not be applicable.
How do I create stock option entries?
- On the page, click New. The HRM: Options - New page will be displayed.
- Define the necessary information.
- Click Save.
Buttons
Close
Click this to exit.Show
Save
Click this to save the stock option entry.
Save + New
Click this to save the stock option entry and create another
entry.
Fields
General section
Person
Select a person to create a stock option entry for the selected person. This field is mandatory. For
more information, see Creating and modifying entries for people.
Details section
Transaction: Date
Type or select a transaction date of the stock option.
Type
Select Granted, Buy, Sell, Canceled,
or Expired as the type of stock option.
Name
Type the name of the stock. This field is mandatory.
Quantity
Type the quantity of the stocks. This field is mandatory.
Currency
Type or select the currency of the stocks. This field is
mandatory.
Premium
Type the premium amount.
Note: If Sell is selected at Type, this
field will not be displayed.
Exercise price
Type an exercise price for the stocks. The exercise price is
typically set at the company's stock price on the day of the stock option
grant. This field is mandatory.
Vesting date
Type or select a vesting date for the stocks. The vesting
date specifies when the stock options may first be exercised. This field is
mandatory.
End date
Type or select an end date for the stock options to be
exercised. This field is mandatory.
Remarks section
Type your remarks for this entry in the box provided. Click Timestamp
to record your user name, date, and time the remark was made. Click Full
screen to display the remarks box in a full screen view.
Related documents
Main Category: |
Support Product Know How |
Document Type: |
Online help main |
Category: |
On-line help files |
Security level: |
All - 0 |
Sub category: |
Details |
Document ID: |
15.450.643 |
Assortment: |
Exact Synergy Enterprise
|
Date: |
16-06-2017 |
Release: |
|
Attachment: |
|
Disclaimer |