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Issuing ESOPs to employees

Plan → board approval → grant letters → exercise / vesting tracking.

3 documents·~45 min end-to-end·For: Founders / HR / CFO

Documents in this workflow

  1. 1

    Employee Stock Option Plan (ESOP)

    REQUIREDLIVE

    Compliant with SEBI (SBEB) Regs 2021 + Cos Act s.62.

    →
  2. 2

    Board Resolution - Banking Operations

    REQUIREDLIVE

    Adapt: Board / Compensation Committee approval of Plan.

    ↳ Do this after step 1

    →
  3. 3

    ESOP Grant Letter

    REQUIREDLIVE

    Per-employee grant — vesting, exercise price, cliff.

    ↳ Do this after step 1

    ✦ Pre-fills 3 fields from workflow context

    →
Tip: Steps marked REQUIRED are essential for this workflow. Fill the Workflow context above once — common fields like employee name and company are pre-filled automatically in every document.