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 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. That way, you can make better, informed decisions around your employees’ compensation.

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Want to add employee details like level or tenure? As with all our report Recipes, you can customize this template with additional data, filters, grouping, and more to help you answer your specific questions.