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SCHEMES

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You can view Various Reports : My ESOP at a Glance, Options Vesting Schedule ... Also for any other ESOP related information that your company wants to convey to ... – PowerPoint PPT presentation

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Title: SCHEMES


1
ESOP Manager
Your online ESOS Account All you want to know
about ESOPs
Your ESOS Data
Exercise your Options Online
Answer to all your ESOS Queries
How much can you Exercise?
Various ESOS Reports
Set Alerts
2
Walkthrough -ESOP Manager
So let us login to https//220.226.205.217/ESOPdir
ect/
3
Login page
4
On Login
5
ESOS Details
Company Details
The Company Financials,Highlights can be viewed
from here.
ESOS Schemes
ESOS Schemes of your company are available for
review
FAQs
Frequently asked questions regarding ESOPs and
ESOP terminologies.
6
Personal Details
  • Updating Personal Details This is your personal
    databank where you will find your name, address
    etc. Incase you want to change any of these
    details you can write to us or to your Company
    Representative .
  • Change Password

7
Exercise Now
Exercise Now You can view your ESOS data online
by clicking on Exercise Now. This will give you
the total number of options vested which can be
exercised.
8
Exercise Now
  • Select the options you want to exercise
  • Click on the Confirm Exercise button
  • Generate and print the exercise form and the
    exercise report and submit it to your ESOP
    Administrator along with the following documents
  • DD/Cheque of requisite amount.
  • The Exercise Form and Report is available for
    printing under Reports- Exercise Details
  • You can view the options exercised under
    Reports- Vesting Schedule Report and Reports-
    Options Exercised Report as Options Pending for
    Approval
  • The options shall reflect under Options Exercised
    on receiving a confirmation from the Company

9
Reports
You can view Various Reports My ESOP at a
Glance, Options Vesting Schedule Report, Options
Summary Report, Options Value Report, Termination
Details, Options Exercised Report For Example
Option Summary Report that gives the Summary of
the ESOP Account with the details of the Scheme,
Grant Details, Option Details etc.
10
Reports
Gives the Summation of all the ESOPs -Granted,
Vested, Unvested, Lapsed, Cancelled as on the
date this is viewed. In short it gives you the
balance in your account At a Glance!
My ESOS at A Glance
Options Exercised
Gives the details of all the option exercised by
you
You have to enter the termination date here to
get the status of your ESOP account as on the
day you choose to leave the company.This report
would highlight the worth of the options that you
would lose if you choose to leave the company.
Termination Details
Gives the details of the options vested in your
ESOP Account as on the day you view this screen.
You will be able to know the exact options that
you can exercise and convert into shares at any
given time.
Options Vesting Schedule
11
ESOS Details
This is your Personal Message-Box. The replies of
your queries and web-support requests will be
posted here. Also for any other ESOP related
information that your company wants to convey to
you, it will be posted here.
Communicator
ESOP Analyst
Basic Guidelines on When to Exercise your
options, When to sell your shares
12
Contact Us
You can contact us at bhartitelesoft_at_esopdirect.co
m You can also contact us at 020-66525286/85
13
  • Thanks for your time
  • www.esopdirect.com
  • Consulting
  • Management
  • Peace of Mind
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