July 2024
- New added HR integrations
- Bulk edit grant advanced information
- Compliance Centre improvements
- Correcting draft share transactions and draft convertible loan note issuances (Via Import File)
- Employees page
- Ability to nudge a witness (individually and in bulk)
- New and improved incentive pool page
- Bulk send share certificates for signing
- Reports page
- Companies House integration (gradual roll-out)
New added HR integrations
We have added support for Rippling HR, People HR, Breathe HR, Deel integration. It can be enabled as a native HR integration (such as HiBob, BambooHR and Personio) and not via Merge.
Bulk edit grant advanced information
We have added support for bulk editing grant advanced information. The feature follows the same flow as the Correcting issued grant feature.
Compliance Centre improvements
- Better visibility into actions you can take on pending action > each pending action now has an ellipsis that shows all the possible actions into one place;
- Better explanation of why you get a specific pending action > information icon explaining what is a specific action and what needs to be done to solve it;
- Mark tasks as completed;
- Set a reminder of a task at a later date;
Correcting draft share transactions and draft convertible loan note issuances (Via Import File)
You can now bulk correct errors made while registering draft share transactions and convertible loan note issuances.
Please find a step by step guide here.
Employees page
Employees are now part of the left menu under Company stakeholders. The new Employees page has 2 tabs:
- All employees. This now contains 2 cards: Pending offboarding and Completing vesting within 6 months.
- Offboarding. This tab includes employees with statuses: Pending offboarding, Offboarding scheduled, and Offboarding in progress. Notice that once the employee has been fully offboarded, they’ll move to the All employees tab.
Ability to nudge a witness (individually and in bulk)
Administrators can now nudge a witness to complete the signature. This can be done both:
- Individually
- In bulk
New and improved incentive pool page
Additional information added on the incentive pool page - Plan breakdown and percentage vested of the Outstanding shares.
Bulk send share certificates for signing
Save time and simplify the filing process by sending share certificates for signing in bulk. You can find the new option by going to Shares > Certificates > Bulk actions.
Reports page
We are happy to announce the release of our new dedicated page for all your report needs: the Reports page! You can find it in the left side menu and see your previously generated reports as well as all the report categories in one place.
Companies House integration (gradual roll-out)
You can now generate your SH01 filing and submit it to Companies House directly from the platform. To get started, head over to Settings and add-ons, where you will find the latest section for Registers, Companies House and Share certificates and tick the Enable Capdesk direct filing to Companies House option.