How can I issue restricted stock to employees?

You can use our Hiring Products to issue restricted stock to new or existing employees. To get started:

1
Click Teams in the main navigation bar.
Arrow pointing to the Teams tab in the main navigation bar
2
Select the team for the company.
A pop-up menu with a list of different teams to select from
3
Click Overview in the sub-navigation bar to open the team overview page.
Arrow pointing to the Overview tab in the sub-navigation bar
4
Click the Issuance tile.
Arrow pointing to the Issuance tile section on the Overview page
5
Click Employee.
Arrow pointing to the option to select Employee from the Issuance menu Note: If the company hasn’t already adopted a stock plan, you’ll be prompted to complete the paperwork for it before proceeding.
6
Select whether you’d like to issue restricted stock to a new or existing employee.
A pop-up menu with the option to select either new or existing employee Note: If you want to issue restricted stock to a new employee, you’ll be prompted to complete new employee paperwork.
7
Select Restricted Stock.
A pop-up menu with the option to select either restricted stock or stock options
8
Click Start Paperwork.
A pop-up menu with an arrow pointing to the option to click Start Paperwork
9
Click Start Document Set and then fill out the required information for the document set.
A pop-up menu with the option to click Start Document Set
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