Go to Modules ? HRM ? Reports ? Stock options ? Transactions, and then click Search.
You can search for stock option transactions on this page using the available filter criteria.
To search for stock option transactions, function right 141 – Allow search for option transactions is required. By default, users with the HR role have this function right.
Note:
The information in this document is applicable to product update 259 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Click this to exit.
Click this to display the results according to the defined criteria.
Note: Once you have clicked this, the name of the button will change to Refresh.
Click this to update the results according to the defined criteria.
Click this to clear all the defined criteria so that you can start a new search.
Select the required group to display the stock option transactions for the specific group of people in the organization. The available options depend on the setup at Modules ? HRM ? Setup ? Organisation ? Groups: Division. For more information, see Overview of groups.
Type or select the division code to display all the stock option transactions under that division. For more information, see Creating and modifying divisions.
Select a cost center group to display all the stock option transactions under that cost center group. For more information, see Overview of cost center group layouts and Overview of cost center groups.
Type or select the cost center code to display all the stock option transactions under that cost center. For more information, see Creating and modifying cost centers.
Select a job group to display all the stock option transactions under that job group. For more information, see Creating and modifying job groups.
Type or select the job activity description to display all the stock option transactions under that job activity. For more information, see Creating and modifying cost centers.
Type or select an employment ID to display all the stock option transactions performed by the selected person. For more information, see Creating and modifying entries for people.
Type or select the transaction date range of the stocks.
Note: Typing or selecting only the start of a date range will display results for stock options that are transacted on and after it. Typing or selecting only the end of a date range will display results for stock options that are transacted on and before it.
Select the Active, Hired, and/or Inactive check boxes to display the respective statuses of the people.
Type or select the vesting date range of the stocks. The vesting date specifies when the stock options may first be exercised.
Note: Typing or selecting only the start of a date range will display results for stock options that are vested on and after it. Typing or selecting only the end of a date range will display results for stock options that are vested on and before it.
Select the type of transaction of the stocks.
Select the required option to sort the results by Person, Transaction: Type, or Transaction: Date.