How to add an employee to Employee Stock Ownership Plan (ESOP)

1. Navigate to the Capital App, scroll down to Employee Stocks, and choose either Options or Grants.

2. Click on + that shows up on hover and is located in the Employees section.

3. Find the employee and click ADD. If you can’t find the employee, then add them as your team member first by exiting this screen (How to add employees to your team member). If the employee doesn’t have a Waccal account then you can add them to Waccal by clicking on + NEW.

Go to Waccal.