Total equity report template
Report on and view the total net and gross value of equity across each employee
How to calculate the total value of employees’ equity
With Rippling’s ‘Total Equity Report’, you can report on and view the total net and gross value of equity across each employee.
What do you need?
Rippling App Management
Rippling HRIS
Carta
Recipe Overview
An employee’s equity forms a very key part of their total compensation package.
Which is why it’s helpful to provide your HR team with an easy way to see the total value of equity held by an employee when determining future equity grants and compensation adjustments.
With this Recipe, you’ll be able to pull data from your equity management platforms (e.g. Carta or Pulley) and view the total net and gross value of the equity they hold. This way, you can make better, informed decisions around your employees’ compensation.
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Want to add employee details such as level or tenure? As with all of our report Recipes, you can customise this template with additional data, filters, grouping and more to help you answer your specific questions.
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How to calculate the total value of employees’ equity
With Rippling’s ‘Total Equity Report’, you can report on and view the total net and gross value of equity across each employee.
What do you need?
Rippling App Management
Rippling HRIS
Carta
Similar Recipes
Comp & Equity Management