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Upload Equity Grant Data via CSV

Dianmarie
  • Updated

Admins can upload equity grant data into Lattice to be used for Total Compensation views. There are two ways to upload employee pay data: upload manually via CSV or sync via Carta.

Navigate to Equity grants

  1. Enter the employee equity uploader using one of the following options:
    • Navigate to Admin > Compensation > Total Compensation > Equity > Edit settings > Upload employee equity data.
    • Navigate to Admin > Compensation > Settings > Employee equity > Upload CSV. 
  2. The employee equity grants modal will appear —— Click Other providers. 
  3. Choose to Upload new grants or Update existing grants.

Upload new grants

Choose to Upload new grants if this is the first time uploading grants to Lattice. 

  1. Download the Lattice equity upload template. 
  2. Export equity grant data from your equity management service provider. Find an export that contains the required fields for Lattice. 
    • Some equity management software will export equity data as different tabs or files. For Lattice, you can combine these different types (e.g. ISOs and RSUs) into a single upload.
    • In some cases, vesting schedules may be exported as a single named vesting schedule rather than by the values listed in the required fields. In those cases, see optional step 4 on how to get the data in the right format.
  3. Within the Lattice employee equity CSV template, replace personal emails with work emails. Optionally, within the modal under step 2, click to download the list of all employee work emails for reference. 
    • Replacing personal emails with work emails achieves the following:
      • Update the personal emails to work emails: Lattice uses work emails to match grants to the right individuals
      • Clean the dataset of any non-active employees: Oftentimes, exported data will have equity owned by employees that are no longer at the company and therefore not included in Lattice. This process will also eliminate these individuals from the dataset
    • Note: See Prepare the Equity Upload CSV for detailed instructions.
  4. (Optional) If the vesting schedule is exported using the following unaccepted formats, you must map to the appropriate values for Lattice. Learn more in Prepare the Equity Upload CSV. 
    • Vesting start date
    • Vesting term (months)
    • Vesting cliff (months)
    • Cadence
    • % immediately vested
  5. Upload the CSV.
  6. Select Save.

Update existing grants

Choose to Update existing grants if grants have already been uploaded to Lattice but a change needs to be made. 

  1. Download the prefilled Lattice employee equity CSV. 
  2. Within the sheet, find and edit the desired grant. 
  3. Upload the CSV. 
  4. Click Save. 

Required and optional fields

The following fields are required:

  • Employee Name: Employee’s name found in Lattice
  • Employee Email: Employee’s work email found in Lattice
  • Award Type: ISO, NSO, RSU, RSA, ISO/NSO Split, SAR, NQSO, Other
  • Grant Date: Date the equity was granted
  • Quantity Granted: Number of shares in the grant
  • Vesting Start Date: Date the vesting starts
  • Exercise Price: 0 if there is no exercise price (e.g. RSU)
  • Term (months): Length of the entire vesting period; Value must be an integer in months (e.g. 48 for 48 months)
  • Vesting Cliff (months): Length of any vesting cliffs; Value must be an integer in months (or 0 if there is no cliff)
  • Vesting Cadence: Frequency that the grant vests; Accepted values are daily, weekly, monthly, every 2 months, every 3 months, every 6 months, and annually
  • % Immediately Vested: If some portion of the grant vests on day 0, the number must be represented as a decimal between 0 and 1

The following fields are optional: 

  • External Equity Grant ID: If your software management system provides grant-level IDs, you can use this field to track those values

The following fields should be left blank: 

  • Lattice Equity Grant ID: This field will be populated automatically with Lattice-specific IDs

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