HR-XML 3.0 Standards, 2009 September 23.
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The diagram below illustrates the integration associated with stock plan setup, grant, and exercise processes. See the section called “Stock: Related Documentation” for links to sections where these steps are covered in detail.
Manage Plan Data. The terms of many stock option plans often are set on an annual basis. Basic identifying information about the sponsor company, stock plan, and relevant stock are communicated among stakeholders. Certain basic plan features and conditions, such as the stock option ratio, the tax treatment of grants, maximum shares, minimum and maximum exercise quantities, and block exercise quantities are communicated among partners. The StockPlan noun is designed to facilitate these types of collaborations. See Chapter 36, Manage Stock Plan.
Manage Participant Master Data. Partner systems (the plan administrator's system, the broker's system, etc.) must be provisioned and maintained with accurate information about plan participants. The StockPlanParticipant noun is designed for these purposes. Note that this noun makes extensive reuse of patterns and data types within the IndicativeData noun, but contains certain meta-data directly applicable to supporting StockPlans. For further information, see Chapter 37, Manage Stock Plan Participant
The diagram below illustrates the integration associated with employee stock purchase plan set up, enrollment, and associated payroll processes. See the section called “Stock: Related Documentation” for links to sections where these steps are covered in detail.
