This guide explains how clients can create and manage equity grants, either during the contract creation process or to an existing worker profile.
Clients can easily track and manage equity data through Deel HR and see their employees' total compensation all in one place. The employees will also have convenient access to their Equity details via Deel's platform.
Deel's Equity Management Tracking also allows clients to create custom Equity Types and Grant Types that can be tracked in Deel.
In This Article:
Create an Equity Grant for an Existing Employee
Adding Equity When Creating a New Contract
How to Create an Equity Grant for an Existing Employee
✅ Step 1 – Go to the worker's account profile page
Select the People icon on the homepage, and from the All People tab select an employee to access their profile.
✅ Step 2 – Select Equity
Scroll down to select Equity from the right-side menu.
✅ Step 3 – Select Add Equity Offer
Select Add Equity Offer to create a new Equity Package for the employee
✅ Step 4 – Enter Grant Details
Choose a Grant Name and Equity Type
Optional: Select a Grant Type & Grant Satus
Example Equity Type Options: |
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Example Grant Type Options: |
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Grant Status Options: |
Optional: Manage Equity Fields
Deel will include the commonly used equity options NSO, ISO, and RSU on the list of Equity Types by default.
- Non-advantaged stock options (NSO)
- Tax advantaged stock options (ISO)
- Restricted stock units (RSU)
Equity Types are fully customizable, however, clients can create and track the Equity Types that are best applicable to their organization, locale, and needs.
To edit the options available for Equity Type and Grant Type (Optional), Select Manage Equity Fields
✅ Step 5 – Enter Vesting Information
Clients can manually enter Vesting Information or use the AutoComplete menu to select a Template of pre-set options.
Optional: Manage Auto Complete
Select Manage Auto Complete to access the menu
If there are templates available, clients can select an option from the Auto Complete Dropdown menu.
Select Manage from the dropdown menu to edit the Auto Complete Options available. Under Manage, the following option will be visible:
- Add New List Item
- Edit Existing Item (If present)
- Delete Existing Item (If present)
If Add New is selected, clients will be prompted to enter Vesting Information for a new template. Select Add New at the bottom to create a new item in the list.
If there are no templates yet, clients can select Create New Template to generate one.
Clients will be prompted to enter Vesting Information for a new template. Select Add New at the bottom to create a new item in the list.
Once they have entered all of the Grant Details, select Continue to proceed.
✅ Step 6 – Enter Additional Information (Optional)
Include any additional details to convey about the Equity Grant.
Click to Browse or Drag & Drop to attach additional documentation.
✅ Step 7 – Review the Equity Grant details
Confirm the information is correct and click Add Equity to create the equity grant.
Clients will receive confirmation that the Equity has been added successfully.
Employees will receive an email notice informing them of the Equity Grant Offer. Employees can select to review grant details in Deel.
Adding Equity During Contract Creation
There is a slightly different process if clients are adding an equity grant for an EOR employee or a non-EOR employee or contractor.
Adding Equity for EOR Employees
✅ Step 1 – Go to Contract Extras
During the Extras Step of Contract Creation, scroll down to the EOR Equity Service section.
✅ Step 2 – Select Add to create an Equity Grant
✅ Step 3 – Review the note and select Continue to proceed
✅ Step 4 – Speak to our equity team (recommended)
Select Add Equity Offer to create an Equity Grant in Deel without consulting Deel's equity team.
Select Speak to Our Experts to contact our Deel Equity Team. Our Team of experts will offer advice and assist in creating Equity Grants that will fully comply with the laws and regulations of the client's home country as well as an EOR's country of residence.
If the EOR worker does not already have Stock Options in Deel, clients will be required to speak with our Deel Equity Team in order to continue.
✅ Step 5 – Enter Grant Information
✅ Step 6 – Enter Vesting Information
If clients already have Templates created for Vesting Information, they can select a template to apply from the Auto Complete Menu.
✅ Step 7 – Enter Additional Information (Optional)
Clients will receive confirmation that the Equity Grant has been added successfully. Select OK to return and complete Contract Creation.
Adding Equity for Non-EOR employees and contractors
These steps apply to non-EOR worker types including Global Payroll Direct Employee Payroll, Direct Employee, and Non-COR Independent Contractors.
✅ Step 1 – Select Add Equity
During the Contract Extras Step of the contract creation process, select Add in the equity section to create an equity grant.
✅ Step 2 – Enter Grant Information
✅ Step 3 – Enter Vesting Information
If clients already have Templates created for Vesting Information, they can select a template to apply from the Auto Complete Menu.
✅ Step 4 – Enter Additional Information (optional)
Then click Continue.
Clients will receive confirmation that the Equity Grant has been added successfully.
Manage Equity Grants During Contract Creation
These steps apply to non-EOR worker types including Global Payroll Direct Employee Payroll, Direct Employee, and Non-COR Independent Contractors.
Editing an Equity Grant
Under the Contracts Extra step of Contract Creation, select the Equity Grant's Name to Edit.
On the Review Screen, Select Edit to update the editable sections.
Deleting an Equity Grant
Under the Contracts Extra step of Contract Creation, select the Trash Bin Icon to Delete an Equity Grant
Clients can also select Delete Equity from the Review Details screen to remove the grant from the contract.
Select the Equity Grant's name to Edit.
Select Delete to confirm the removal.
Manage the Team's Equity Grants
✅ Step 1 – Go to Deel Services
Go to the Hub icon and select the Services tab from the menu.
Select the Equity card.
✅ Step 2 – Review, Add, & Edit Equity Options
Use the Equity landing page to filter and review existing equity grants along with their current status.
Use the Add Equity option to create a new equity grant for an employee.
Click each worker's name to review equity grant details. Clients can edit the details of each grant from Equity Services rather than navigating to each contract individually.
FAQ
[ACCORDION] Can clients see all of the employee's equity grants in one place?
Clients can use the Equity Services page to review all of their employee's grants.
Go to the Hub icon and select the Services tab from the menu. Select the Equity card to see all of the employee equity grants in one place.
[ACCORDION] Can clients add equity for an Independent Contractor on Deel COR?
No, we are unable to add equity for Independent Contractors covered by Deel Shied. All other independent Contractors can engage with stock options in Deel via Equity.
[ACCORDION] Can EOR workers access existing stock options via Deel Equity Management?
If a client previously used the stock options feature for EOR workers, they will be able to use the new equity management feature for these workers moving forward.
Clients with existing EOR grants won't need to take action to migrate them into the new system.
Deel will migrate all existing stock options to our new equity management feature automatically.
[ACCORDION] Are clients required to speak with the Deel Equity Team if they want to add equity for an EOR worker?
If the EOR worker does not already have Stock Options in Deel, clients will be required to speak with our Deel Equity Team in order to continue.
Our team of experts will offer advice and assist clients in creating Equity Grants that will fully comply with the laws and regulations of their home country as well as an EOR's country of residence.
[ACCORDION] What are the default options for Equity Types?
Deel will include the commonly used equity options NSO, ISO, and RSU on the list of Equity Types by default.
- Non-advantaged stock options (NSO)
- Tax advantaged stock options (ISO)
- Restricted stock units (RSU)
Equity Types are fully customizable, however, clients can create and track the Equity Types that are best applicable to their organization, locale, and needs.
[ACCORDION] What to do if there are no Equity Type or Grant Type options available?
When the client selects to Add an Equity Offer, they will be prompted to enter Grant Details.
If the dropdown menu is not populated, Select Manage Equity Fields.
Clients can create the options that will populate each menu by selecting Add Item.
[ACCORDION] What happens if clients can’t find the ‘Manage Equity Fields’ from Contract Creation?
If clients cannot access the ‘Manage Equity Fields’ from the Contract Creation screen, please navigate to the Equity section of the Employee's Profile to access it there instead. From the People icon, go to the All People tab and select an employee's name. Next, scroll down to select Equity from the menu on the right.
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