This sample policy provides an overview of procedures organizations should take during the equity grant process.

Sample procedures in this policy include: the senior accountant creates a blank template in the client system by entering the employee’s legal name and assigns an ID number; for U.S. employees, the senior accountant contacts U.S. payroll to notify them of each employee’s client system ID number and payroll adds the client system number to the client payroll system; and for non-U.S. employees, the senior accountant contacts the client system representative at the sites to notify them of the new client system accounts that have been created.