What’s new?

We are launching an updated version of our Equity Refresh Planner to better help with:

1. Identifying which employees receive a grant
2. Deciding the size of each refresh grant based on market benchmarks 

This updated tool includes:

1. The ability to add/remove employees to your company’s Refresh Plan
2. Quick filters to quickly identify eligible and/or High Retention risk employees based on tenure, your compensation plan, and market targets.
3. Settings to help manage the refresh grant recommendation and tenure eligibility criteria

How can I access the new Equity Refresh planner?

1. Navigate to the Reports page in Carta Total Compensation
2. Navigate to the “Equity Refresh” tile and click “View report” 
3. The interactive planner will open

How do I use the Advanced Equity Refresh planner? 

This planner helps companies identify employees who should be considered for additional equity grants as a way to retain talent at the company. It also provides market based refresh grant recommendations that can be adjusted as needed.

Questions?

If you have any questions about this new planner, please reach out to your Customer Success Manager.