EASi Reporting and Recordkeeping
EASi reporting is comprehensive, robust, and fast.
We provide more than 200 standard
reports covering all award types with highly flexible sorting and filtering capabilities.
The following are the major categories with some examples:
reports covering all award types with highly flexible sorting and filtering capabilities.
The following are the major categories with some examples:
- Accounting – valuation, expensing, deferred tax, EPS, and A240
- Activity – awards granted, awards outstanding, transactions, backdating analysis
- Administrative – names and addresses, experience group assignments, department assignments
- Capital – ownership percent, capitalization summary, stock ledger
- Financial – 10K, 10Q and Proxy Statements
Recordkeeping
EASi gets complex recordkeeping
right. EASi has practical ways of accommodating the
details that impact accuracy. EASi supports plan amendments and exception processing.
details that impact accuracy. EASi supports plan amendments and exception processing.
- Enables experience group calculations
- Applies any tax items for any event and supports unlimited tax jurisdictions
- Tracks employment dates and locations for awards and exercises to appropriately apply tax and withholding rates
- Provides capitalization tracking summaries or details
- Keeps historical data intact for accurate restatement of prior periods
- Correctly applies out of period adjustments in real time