Terminating Multiple Stakeholders on Carta
Starting today, we are launching a new feature to make it easier for companies to manage their stakeholders on Carta. Companies with an HRIS integration can terminate up to 25 stakeholders at a time. We are also making the process for performing terminations simpler by removing steps needed to complete this action. This feature is rolling out to select companies today and will be available to all company admins that have set up an HRIS integration on Carta by May 11, 2023.
Who is this for?
Companies on Carta that have an HRIS integration. If your company does not currently have an HRIS integration set up, you can do so by navigating to your Settings -> Integrations.
How does it work?
Companies should take the following steps to terminate 1-25 stakeholders at once:
- Navigate to Stakeholders -> Stakeholder Changes
- Navigate to the Terminations tab (2nd from the left)
- Select between 1 and 25 employees using the checkbox on the right
- Click Bulk Terminate Stakeholders. If the admin has terminated at least one employee, this button will take them to the Terminate Stakeholder page.
- Check to make sure all data for each employee is correct before selecting Terminate Stakeholder at the bottom.
How is this different from the current experience?
The current experience allowed for single employee terminations only. Each termination required the company admin to access multiple pages and take multiple steps.
I do not have an HRIS integration. How do I get access to this feature?
The best way to access this feature is to add an HRIS integration to your account. Carta supports over 100 HRIS providers. Connecting Carta to your HRIS will help you reduce time spent manually inputting data and ensure data accuracy as your stakeholder information changes over time. You can read more about how to connect your HRIS here.
I did a bulk termination incorrectly and I need to undo it. Can I reverse these terminations in bulk?
Not at this time. You will need to reverse each termination individually. You can review the instructions in detail in this support article.
Where do I go to learn more?
You can review detailed instructions in this support article or reach out to Carta support to learn more.