Frequently Asked Questions

EASi offers a complete FAS 123R/ASC 718 solution addressing all the Valuation, Expensing, Corporate Tax, Dilution and Disclosure requirements. Since our tool enables collaboration, you can give your finance partners access to the system so they can pull all the reports that they need. Our collaborative model makes it easy for Finance, Accounting, Tax, Legal, HR, Plan Participants and any outside partners to get controlled access via the Internet to any of the information they need which saves you time.

At present we provide all disclosure that's required for executive compensation except performance award detail. We will be looking at adding the performance award capability in the fall.

To simplify conversion, we lead you through a proven implementation methodology. We use data templates to format information to meet our system requirements. Data conversion can be done in one of two ways. We have resources available to guide you through the process that you handle in-house or we can refer you to one of our strategic partners that has successfully migrated other customers to EASi to handle the conversion for you. We are also developing an automated data extraction capability for direct system-to-system conversion.

EASi was designed to easily import and export information between our system and the leading HRIS and payroll systems.

Absolutely. Our mobility tracking capability is robust and comprehensive. We track over 20 items e.g., geographic location, department, section, branch, employment status, etc., to properly account for any change of status or move.

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. More specifically, we have about 30 activity reports that display awards granted, awards outstanding and transactions. You can also view options forfeited and expense accrual reports. You can filter our reports based on a variety of characteristics that are most relevant to the data needs of your organization. View Sample Reports

With our employee portal, stock plan administrators can partially offload employee inquiry, execution, and settlement recording with your broker of choice. Plan participants are able to view grant information, model exercise scenarios and exercise their shares with company designated brokers. The system provides electronic transfer agent notification and calculates taxable gain and related tax items in real time. Access to the employee website is included when we implement our product for public companies.

Yes, EASi makes is possible to log in via the Internet, change contribution amounts, and change contribution enrollment status. ESPP participants can also review past purchases and check their plan balance. We also revalue the grants whenever any modifications are made.