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Optio Incentives
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Optio Incentives
Company admins
Company admins
Information for administrators managing the company's incentive plans.
General
How to see previous admin changes in the Optio portal
How to create and edit your plans
Creating new awards
How you create a new award
Documents
How to connect your DocuSign Account
Manage employees
Creating employees
How to change employee information
Terminating employees
Setting Termination Rules in the Optio Portal
Cap table
What is a Cap Table?
Dilution and diluted ownership in the Cap Table
Liquidation preferences
Import shareholders and transactions tutorial
Convertible securities
Financial reporting
Where you can find the company's IFRS cost reports
Where you can find the self-service financial reporting
How you can create a new financial report
The dilution report
What the verification banner is
Video guides
How to use all awards
HR integration
How to automatically update employees from your HR system
Settings
Managing Access Control as a Company Admin
Entity
How to create and edit your legal entities
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