Automatic Stakeholder Updates
Customers with an HR Integration can automatically keep stakeholder information up to date! With automatic stakeholder updates, HRIS data for employee addresses, tax IDs, job titles and cost centers can automatically apply in Carta! The Manage Stakeholders page now includes the status and the ability to toggle the feature on and off from a setting modal. Additionally, admins can review these automatic updates via a report.
How does it work?
When setting up a new integration, Carta will automatically enable this functionality to ensure your cap table information is up to date and accurate. For customers with an existing integration, there is no change to the existing experience, but they can opt in from the Manage Stakeholders page.
What do I need to do?
This feature requires an HRIS integration, which can be configured under Company Settings. For more details on available integration partners, see our HRIS Integrations: Overview.
How do I learn more or get help?
Customers can learn more about automatic updates here.