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Ongoing management of your share plan award life-cycle is made easier with our automated workflows, including digital offer invitations, automated vesting schedule management and cashless exercise facilities.
Stay on top of compliance requirements through our intuitive administrator dashboards and dedicated share plan reporting. Run reports on demand or at regular intervals to ensure you do not miss an ASX or financial reporting deadline.
Our user-friendly participant dashboards give your staff insights into the value of their share plan awards, it prompts them on important upcoming share plan dates and educates them on key share plan terminology.
Our dedicated ESP team are here to support both administrators and participants every step of the way. From guidance on drafting share plan communications to interactive employee education sessions, our experienced team is committed to partnering with you to ensure the ongoing success of your employee share plans.
Stay on top of important tasks and deadlines with intuitive alerts and reminders.
Our portal alerts and reminders are built to assist HR/Reward, Finance, Legal and Company Secretarial team members in working together to ensure seamless ongoing plan management.
Achieve greater flexibility and control with advanced award vesting management.
Manage different award vesting schedules easily by toggling auto-vesting on and off, schedule reminders for internal stakeholders and calculate pro-rated vesting outcomes before the vesting date.
Gain a comprehensive view of equity awards and plan-related information.
As an extension of your team, we work with you to ensure your employees are empowered with the information to make informed decisions and stay connected to their equity journey.
Eliminate manual processes and paperwork.
Simplify the process of issuing equity offers with efficient and secure digital issuance of share plan invitations.
Make data-driven decisions and streamline plan management processes.
Proactively handle compliance obligations with an easy-to-use employee share plan reporting suite. Schedule reports automatically or generate them on demand whenever you require.
Online exercise technology to streamline ongoing employee exercise management.
Administrators can create tailored messaging for employees in different plans or locations, review and approve pending exercises from employees directly from the exercise dashboard and communicate the outcome directly with employees.
Empower your employees to take ownership of their equity plans.
Keep your employees informed about upcoming trading windows, company performance updates, and remind them about expiring awards.
Keep accurate records of plan activity.
Employees can access documents they need anytime from the platform’s secure library.
As your partner, we help you efficiently manage payroll contributions.
Our team provides support to help you facilitate regular payroll deductions, complete share purchases, and allocate purchased shares promptly.
Rely on Automic to execute your ATO ESS tax reporting requirements.
Our platform has in-built compliance for ATO ESS reporting, preparing statements and annual ATO reports, including amendments and revisions for previous years.
“We had been with a competitor since our listing in 2016, and felt apprehensive about switching. However, the Automic team took care of everything, and required no involvement from us. They handled everything diligently over a weekend, providing us with comprehensive documentation and information to update our shareholders and stakeholders. We were thrilled by the effortless nature of the entire process.”
“We had been with a competitor since our listing in 2016, and felt apprehensive about switching. However, the Automic team took care of everything, and required no involvement from us.
They handled everything diligently over a weekend, providing us with comprehensive documentation and information to update our shareholders and stakeholders. We were thrilled by the effortless nature of the entire process.”
“Our experience with Automic’s Employee Share Plan Administration service has been great. Their expert team and dedicated plan administration technology streamlined our ongoing share plan activities, saving us significant time by sending digital offer invitations to eligible staff members, simplifying ongoing reporting requirements, and increasing transparency of outstanding share plan awards for employees. Automic’s professionalism and expertise are evident and this has resulted in a more cohesive experience for internal stakeholders.” Ben Brooks, CFO Livehire
“Our experience with Automic’s Employee Share Plan Administration service has been great. Their expert team and dedicated plan administration technology streamlined our ongoing share plan activities, saving us significant time by sending digital offer invitations to eligible staff members, simplifying ongoing reporting requirements, and increasing transparency of outstanding share plan awards for employees.
Automic’s professionalism and expertise are evident and this has resulted in a more cohesive experience for internal stakeholders.”