Shareworks Workshop in San Francisco - The Release Process

Do you use Shareworks to administer your full-value awards (restricted share awards, restricted stock units, performance share units, etc.)?  Often times, the release process for these equity vehicles can pose a challenge for our administrator users.  To help, we're inviting you to join us for a 90 minute session aimed at getting you ready to process releases like a pro!

What we'll cover:
-the basic parts of the release process in Shareworks
-the parties involved in the release process and what each group needs to do
-the timeline for a release
-common errors in the release process and how to troubleshoot

We'll also set aside time for hands-on exercises, so bring a laptop and your Shareworks login ID.  Bring your Shareworks questions as well - we can address them in person and get you the answers you need!

Who should attend:
Best suited for administrators in HR, compensation, and payroll who have a stake in the release process (or the post-release share movement workflow).  

 

Event Details

  • When

  • Wednesday, November 2, 2016
    10:00 AM - 11:30 AM
    Pacific Time

  • Where

  • San Francisco Marriott Fisherman's Wharf
    1250 Columbus Ave
    San Francisco, California 94133
    USA

  • Capacity

  • 20 (11 remaining)

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