How Does Shareworks Work?
Which tab would you go to in order to find stock certificates?
Securities > Stock
If a company wants to request a meeting with a CSM to go over vesting schedules, what type of Jira would the RM create?
AA Jira (Task Jira)
When do you put a ticket on-hold?
When you are waiting for internal team (LIV/SPI Jira for example)
If a client is requesting a SOC / Bridge Report who do you reach out to?
Relationship Manager
What is the hottest debate on the CSM Team concerning food?
Does pineapple belong on pizza?
If a client or you don't want to manually input a ton of data, what is the potential method to add the data in bulk?
If you or the client get a generic error message when trying to run a report, which type of Jira would you create?
LIV Jira (Backend Team)
A client added a termination incorrectly, where do you go to fix it?
Undo the term > save > Add row
If you are twiddling your thumbs on a question what steps or resources would you utilize to get help needed?
1. Search in Zendesk
2. Queue Chats
3. Confluence
4. Plan Admin Help
5. Test in Sandbox
Where can you find the RM of a company?
1. Confluence DOP Page
2. Company Dashboard
3. Salesforce
Which report would be best to show details of all grants in the system?
Option Holder Ledger Report
If you or the client has a feature request / product enhancement which type of Jira would you create?
IQ Jira
What does a double-trigger require?
Time vesting + performance rule
If a client is requesting escalation or is upset, who should you immediately reach out to?
Team Lead/Manager
How would you send a report to a client that contains sensitive information?
Tools > File Repository
NEVER EVER EVER THROUGH EMAIL!!!!!!!!!!!!
Where on Shareworks do you go to create a Peer Group?
SA Side > Brokerages > Manage Symbols > Add Symbol
If a client is requesting certain taxes to be enabled which type of Jira would you create?
SPI Jira (Special Projects Implementation/Front-end Team)
If a participant does not see the exercise button on an exercisable award, where in Shareworks can you check to see why this is?
SA Side > Users > Search for user > Click on crossed out exercise link next to the award
If you already attempted to solve an expensing question, which chat can you use to get help needed regarding expensing?
Financial Reporting - Q and A room
What do you call the vested and unvested portions of a vesting schedule?
Tranche
2. Ad hoc report > Internal ID
What are the requirements a CSM has to update input a Jira before asking a Team Lead to approve?
1. Due Date
2. Client by Country
3. Click on send to pre-approval button
4. Company ID
5. Tell the story of the issue (provide actual details with screenshots, examples, steps taken)
A client runs an expense report and notices that they don't see a few grants that they expect to have expense for. Where in Shareworks would you first check to see why this is?
Tools > Expensing Data >Click on current valuations > check to see if all awards are valued. You will see a yellow warning box that tells you there are grants needing valuation set-up
What is the best resource to find import templates?
1. Sharepoint
2. Confluence - Private Market Resource Page
Name these acronyms:
1. SOP
2. ISO
3. EE
4. NQ
5. SOW
1. Standard Operating Procedure
2. Incentive Stock Option
3. Employee
4. Non-Qualified
5. Statement of Work