Certent Equity Management vs. greytHR

Certent Equity Management is well suited in the following ways: 1. [The] software provides seamless integration to internal software. 2. [It provides] detailed reports of market equity management. 3. [The] software prepares financial equity footnotes for 10k reporting very well. 4. It helps with award modification [as] needed. 5. I enjoy doing capitalization tables.

greytHR can be recommended when starting off exploring HRMS tools. However, the robustness of the tool needs improvement so that it can fit everyone's use case as well as inclusion of newer features that many competitors offer already. If you have a very big team, then this tool may not be the perfect fit as bugs will be easily visible

Incentivized

• Expense calculations – the whole accounting for equity awards is pretty technical and not real easy to follow. It does a good job of calculating GAAP expense for each award.

• Leave Management - Anyone can track and get leave approvals easily
• Daily Attendance Management - Check in-time, out-time, late time etc.
• Employee Information Management - Salary details, appraisal details etc. can be tracked on the portal.

Incentivized

• There are no features that are hard to use or that I would like to see improved.

Incentivized

• Overall UI needs to be worked on, it looks outdated
• WFH option for employee attendance
• Add location data in attendance

Incentivized

I personally like the Equity Edge software better. The reporting is better and the software easier to use. The reason we didn’t continue to work with them is we didn’t want to use E-Trade as captive broker.

Pretty easy to go through and learn on your own.

I can only remember a couple of times when cannot access the system.

We do not access support directly. We go through Plan Mosaic.

We had a 2 hour introduction to the software over a Webex meeting by Plan Mosaic, and a user guide. Plan Mosaic is a reseller.

A lot of decisions had been made already when I joined. I thought it was a fairly smooth process. You just need to make sure that you do a good job of auditing all the awards that are transferred from system to system. We did a reverse stock split that caused challenges with rounding of shares.

As an organization, we have evaluated various Equity management and accounting software before shortlisting and testing these software and finally selecting 1 software. It has a user-friendly interface that helps and encourages employee participation. Moreover, it has simple and easy-to-understand grants and reporting, which are illustrated by easy-to-understand examples.

Since I am a end user and wasnt part of purchase process would like to skip this question

Incentivized

• It helps with taxation compliance, which could be a major issue.
• [The] uploaded template helps with large amounts of data [that needs] uploading in grants and helps keep a lean team in management and operations.
• [The] availability of different types of reports makes transactional activity easy.
• Accounting, reporting, and disclosures become easy.

• Simply helped us manage payroll for our employees effectively
• Tax declaration was made easy in India as they also offered calculations based on the new & old tax regimes.
• Reduced manual effort in leave tracking for our team where it was done ineffectively prior to having greytHR

Incentivized