HR Teams

Your Equity Plan Management Checklist

Find out which equity plan solutions suit your company's needs with our free equity plan management checklist.

Consider the Alternatives to Your In-House Equity Administration Solution

At Shareworks by Morgan Stanley, we understand the needs of plan managers at companies of all sizes. Because we work with companies at every stage of growth, we’ve created a dynamic yet effective tool

Is Your Equity Plan Ready for the New Year?

Weighing the Benefits of an Employee Stock Purchase Plan

Things I Learned: Successful Employee Communications

  This topic was initially delivered as a session at Synergy 2019 in Scottsdale, AZ. Learn more about Synergy and what to expect for Synergy 2020 in Austin, TX.   Deluxe Corporation,...

Three Ways to Amplify Engagement – Infographic

  Looking for actionable employee communication tips? The communication workflow can be a big challenge for plan administrators, and it can often fall to the bottom of the to-do list. But, when...

7 Essential Questions to Host Your Own Equity Fireside Chat

    Calling all plan admins. Ready to kick-off Stocktoberfest in your office and promote participant engagement in your equity plan? What better way to get started than with a fireside chat? Our...

Shareworks helps creative marketplace Redbubble along its global journey

Leading international money services company, OFX, has been using Shareworks for their employee share plans since 2018. Chief Legal Officer and Company Secretary Freya Smith talks about their decision

OFX supports their cultural transformation with Shareworks

Leading Australian foreign exchange company OFX has been using Shareworks for their employee share plans since 2018. Chief Legal Officer and Company Secretary Freya Smith talks about their decision to

Efficiency, Accuracy and Strategy: How Nextdoor’s Equity Compensation Program Is Poised to Fuel Company Growth

It started with a simple concept – to connect neighbors to neighbors online. The idea quickly caught on and propelled San Francisco-based startup Nextdoor into a billion-dollar company.

Boost Performance and Retention with a Canadian ESPP

Cultivate performance and retention company-wide with an employee share purchase plan.

Rev Up Plan Engagement this Fall with Stocktoberfest!

With all the consistent effort it takes to run a plan well, never mind promote it, uptake in your plan has a way of slipping.

Making Equity Equitable: 8 Keys to Motivating Employees with Equity

We’re thrilled to announce the 2018 Capshare Private Company Equity Statistics Report! We will be mining the report for lots of ongoing content and blog articles so stay tuned. But this year, we...

Form 3921 – Who Needs to File, When to Do it, and How to Do it

You need to file IRS Form 3921 if your employees exercised stock options last year. Get the rundown on how and when to do it, including deadlines and late filing fees.

A Brief History of Equity Compensation

Equity compensation feels so commonplace in our work cultures that it’s hard to imagine it was ever something new. But it was. And not that long ago, either. Don’t believe us? Gather ’round the...

Granting Equity Globally: What Human Resources Needs to Know

Picture this: Several months after initial discussions, of which you were vaguely aware, your company announces one morning the opening of a new subsidiary in China. The next day you’re given a...

10 Ways to Revive a Lagging ESPP – Strategies for US Plans

When your company launched its ESPP, it likely did so to recruit, retain and reward employees on a broad basis. Done right, broad-based ESPPs can also encourage ownership behavior and increase...

From Record Keeper to Strategist – Emerging Trends in the Profession of Stock Plan Administration

How pressure and time have forged a bright new future in stock plan strategy Even to the most casual observer, it would seem that stock plan administration (SPA) is a profession that has grown up...

Actions to Take When Facing a Corporate Action

An all-staff email from your CEO arrives in your inbox. Your company has acquired a start-up in New Zealand. You’d gotten a whiff of the action a few months ago, but nothing that seemed...