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Evaluating Stock Payments

This article provides an overview on how to valuate stock payments. When a faculty member reports stock payments, reviewers with the stock evaluator role will have the ability to valuate the stock payments. 

To evaluate stock payments,

  1. Make sure you are in the correct fiscal year. You can move forward and back through fiscal years by clicking the arrows.activities tab showing stock valuations tab by fiscal year
  2. Click on the "Activities" button. 
  3. Click on the "Stock Valuation" tab.
  4. Locate the activity you want to evaluate, then click the "Price Share $" button.
  5. Complete the stock valuation.
    • Stock Purchase Agreementstock purchase agreement report form
    • Stock as Compensationstock as compensation report form
    • Stock Optionsstock options report form
  6. To view the completed evaluation(s), select the "Completed Evaluations" filter.completed evaluations filter in stock valuations tab
    Faculty Workspace - Faculty can view the stock valuation results by clicking on the "View Stock Valuation" button.pop up from pressing view stock valuation button

Last Modified: 2022-02-23 15:10:46.294714-08