Create and Manage an Employee Equity Plan

How to Create and Manage an Equity Plan (Options & RSU)

altshare enables companies to create and manage employees equity plans, vesting templates, and tax configurations - all in one centralized place.

Step 1: Configure the Equity Plan General Settings

Navigate to Equity Plans

Click ➕ New Equity Plan

1. Under General Settings, enter the plan details:
2. Equity plan name
3. Board approval date
4. Initial pool size
   1. Select ✔ the relevant award types included in the plan:
5. Options
6. RSUs

You may also choose whether:

• Return canceled Options/RSUs back to the pool
• Grant numbers will be automatically generated by Altshare

Add all company equity plans to ensure accurate tracking and reporting across the platform.

Step 2: Select or Create Vesting Schedule Templates

Assign the vesting schedules relevant to the company’s equity plan.

1. Select an existing template

OR

1. Click ➕ Create New Vesting Schedule

Configure vesting schedules according to the company’s approved equity plan terms.

Step 3: Select the Relevant Tax Plans

1. Select the applicable tax tracks for the equity plan

Tax plan settings help ensure grants are categorized correctly for reporting and compliance purposes.

Step 4: Add Additional Information (Optional)

You may add supporting information such as:

• Sites
• Departments
• Sub departments
• Legal Entity

Once completed, click Save.

The equity plan will automatically be updated in the platform.

How to Manage Existing Equity Plans

To update an existing equity plan:

1. Click the ⚙️ General Equity Settings button
2. Edit the relevant plan settings as needed

Changes are reflected automatically across the platform.