Equity administrators, payroll teams, and stock plan operators
ESPP Employer Operations Checklist
Employer-side ESPP controls for enrollment, payroll deductions, purchase processing, reconciliations, tax reporting, and audit evidence.
Open runbook →Equity Compensation Operations Runbooks
Review operator-facing runbooks for common equity compensation workflows across ESPP operations, RSU vest payroll, and cross-border mobility events.
Payroll leads, equity administrators, tax teams, and finance operators
RSU Vest Payroll Control Runbook
Monthly RSU vest processing controls covering calendars, input validation, withholding checks, payroll posting, and reconciliation.
Open runbook →Global mobility leads, payroll teams, and equity operations teams
Mobility Equity Operations Runbook
Cross-border equity event controls for sourcing, payroll handoffs, treaty review, filing readiness, and post-event reconciliation.
Open runbook →Need filing context too?
Pair the runbooks with the public filing guides and calculators when the workflow depends on AMT, basis corrections, or employee tax-reporting outcomes.