February 2024
- Indication of missing valuation on the EMI/CSOP limits tracker 📃
- Request growth share valuations in-app 🤝
- New fund activation flow 🛹
- HRIS integration UX improvements 🎨
- New employees tab 👯
- Convertible loan notes issuance corrections 🧶
- Static documents in online grant exercises 📜
Indication of missing valuation on the EMI/CSOP limits tracker 📃
We've implemented a new feature that indicates whether grants lack an AMV/UMV record for an EMI/CSOP grant.
Previously, the system displayed £0 total value and 'Within limit', which could be misleading. This feature encourages users to add the missing valuation, ensuring proper utilization of the EMI/CSOP limit tracker and maintaining compliance status.
Request growth share valuations in-app 🤝
We now offer all customers on the Scale package to request growth share valuations in-app. The feature is automatically enabled for existing customers - and new customers on the Scale package will get access as well.
New fund activation flow 🛹
We have improved the flow of accepting shares and claiming holding companies for institutional investors.
You can find an overview of the process here as well as the new features introduced to the flow.
HRIS integration UX improvements 🎨
You can now seamlessly integrate your HRIS with Capdesk in just a few seconds.
In the latest update, we've split updates from the HRIS into two tabs within the "Overview":
- Pending employees: this tab contains new employees imported from the HRIS. You can choose to pair them with existing Capdesk stakeholders, create new Capdesk stakeholders for them, or simply ignore them.
- Pending updates: here, you'll find updates to employees who have already been paired with stakeholders.
New employees tab 👯
We’ve added a new tab under the Stakeholders page which includes:
- Stakeholders who are paired with HRIS employees
- Stakeholders which have the access type - Grantholder
You will also find information about termination dates which are automatically pulled in from the HRIS. This makes it easier to track employees who have been terminated and need to be offboarded on Capdesk.
Convertible loan notes issuance corrections 🧶
Convertible loan notes can now be corrected after they have been published. You can find a step by step process for the new option here.
Static documents in online grant exercises 📜
Administrators can now include static documents in an exercise document set, ensuring that employees can view them before exercising.
Static documents, such as shareholder agreements, are essential for employees to review before exercising. Since these documents don't require signatures, they couldn't be easily included in DocuSign packages. With this feature, employees can now access and review important documents seamlessly, improving clarity and compliance throughout the exercise process.