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RHECM_CONVERT_STOCK_UNIT - Convert Infotype 0761 after Stock Split

RHECM_CONVERT_STOCK_UNIT - Convert Infotype 0761 after Stock Split

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Purpose

Execute this report to perform stock splits and reflect pre-split and post-split situations within your organization.

Depending on the validity period of the records, the LTI data stored on infotype LTI Grant (0761) is:

  • Either converted if the validity start date of the records is equal to or later than the split date.
  • Or delimited on the split date if the validity start date of the records is earlier than the split date. In this case, new records are created containing the updated numbers of granted, additionally vested and forfeited awards, as well as the new exercise price and stock unit (A stock unit determines whether a stock is pre or post-split.).

Since stock splits also affect the Compensation Administration and Budgeting components, you must:

  • Update your guidelines settings accordingly by performing the IMG activity Define Guidelines.

Note

This report is meant for mass processing. It is therefore recommended that either the HR administrator or the compensation specialist - depending on the size of the company - execute it in background via Program > Execute > Background.

Integration

Prerequisites

You must have:

  • Been through the Implementation Guide for Enterprise Compensation Management, especially the following activities:

  • Maintained infotype LTI Grant (0761).

Features

Selection

In addition to the standard time-dependent and organizational criteria, you must specify the LTI plan to be processed, as well as the date on which you want to perform the stock split. It is also strongly recommended that you perform a test run to detect and correct possible errors before updating the database.

Standard Variants

Output

The report generates an overview of the changes made to infotype 0761, sorted by personnel number:

  • Number of awards prior to the stock split,
  • Number of awards after the stock split.

Activities

Example






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