Deel's Equity Management Tracking enables clients to create and manage Equity Grants for all worker types except Independent Contractors under Deel Shield. 

When entering Grant Details clients will have the option of managing the options available under Equity Type and Grant Type (Optional).

Any additions or changes made to these fields will be available for all future Equity Grants that are generated for workers.

In This Article:

How to Manage Equity Field Options

Default Equity Types

Editing and Adding List Items
 

Managing Equity Field Options

✅ Step 1 – Access Equity Management

Select the People icon from the homepage, and from the All People tab, select the employee to access their profile.

Scroll down to select Equity from the menu on the right

✅ Step 2 – Select Add Equity Offer

Select Add Equity Offer to create a new Equity Package for the employee 

✅ Step 3 – Select Manage Equity Fields

Default Equity Type Options

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, so clients can create and track the Equity Types that are best applicable to their, organization, locale, and needs. 

How to Add a New List Item

When selecting Manage Equity Fields, clients may see the following options:

• Add New List Item
• Click and Drag to rearrange Items
• Edit Existing Item (If applicable)
  
  • Note: Editing an item name will update the name across all equity offers in Deel where it is in use
    
    
• Delete Existing Item (If applicable)
  
  • Note: Be sure to update the Equity Type and Grant Type (Optional) selected on existing Equity Grants to ensure the item to be deleted is not in use.

Clients can only delete an item that is not currently being used on any Equity Grants tracked in Deel.