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Equity & Stock (HCM)
This page documents the shipped Equity/Stock screen (hcm-compensation) — tracking equity/stock grants to employees. Not for plugin developers.
Creating a grant
Create Equity Grant — pick the Employee, the Compensation Cycle it's under, and the Equity Plan. Set the Instrument type (e.g. RSU, stock option), Grant Date, and Units Granted, then the money side: Grant Price, Exercise Price (for options), and Current Fair Value / Unit — the grant's value and its current estimated value are both calculated from these, not manually entered.
Vesting is its own set of fields: Vesting Start, Vesting Period (Years), and Cliff (Months) — the cliff is the initial period before any units vest at all, common for a 1-year cliff on a 4-year vest. Expiration Date caps how long the grant (particularly an option) stays exercisable.
Tracking what's vested
The grid shows Units Granted, Vested, and Unvested for every grant, plus its Instrument type and Status. The KPI row (Total Grants, Active Grants, Pending Approval, Fully Vested) gives you a quick read on how much of your equity program has actually vested out.