Equity Setup & Integration.
Challenges
Going public introduces complex equity and payroll challenges. HCMpoint's Equity Setup Service helps organizations design, configure, and automate their Workday Equity Management to ensure accuracy, compliance, and transparency from day one.
Our Solution:
Functional Configuration
Create and map equity earning codes, taxability rules, and payroll cost allocations.
Data Conversion
Cleanse and load legacy grant and vesting data into Workday.
Integration Design & Build
Develop inbound and outbound integrations with equity vendors such as Morgan Stanley, Shareworks, Carta, or E*TRADE, using Workday Studio, EIB, or API.
Testing & Validation
End-to-end testing to ensure payroll taxation, year-end reporting, and employee statements are accurate.
Compliance Alignment
Ensure setup adheres to IRS, SEC, and company audit standards.
Go-Live & Stabilization
Deploy to production, monitor performance, and provide hypercare support.
Key Benefits
Streamlined Operations
Automated payroll and equity reporting processes that eliminate manual work
Error Reduction
Significantly reduced manual reconciliation and calculation errors
Complete Visibility
Full transparency and tracking across all equity transactions and processes
Seamless Compliance
Effortless compliance management for employees, auditors, and regulators