Automic Employee Share Plan Administration | Automic Group

Employee Share Plans

Integrated registry and employee share plan technology to engage and retain employees while making administration easier

Automic ESP dashboard screenshot

Employee share plan solutions

Automic are an extension of your team; empowering your employees to understand the value of their share plan awards.

Automic staff member

Automated workflows

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.

Automic staff member

Governance and compliance

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.

Automic staff member

Education and ownership

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.

Automic staff member

Expert support and guidance

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.

Explore our ESP platform features

In-built compliance reminders and alerts

Stay on top of important tasks and deadlines with intuitive alerts and reminders.

In-built compliance reminders and alerts

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.

Automate vesting management

Achieve greater flexibility and control with advanced award vesting management.

Automate vesting 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.

 

Employee dashboard

Gain a comprehensive view of equity awards and plan-related information.

Employee dashboard

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.

End-to-end digital experience

Eliminate manual processes and paperwork.

End-to-end digital experience

Eliminate manual processes and paperwork.

Simplify the process of issuing equity offers with efficient and secure digital issuance of share plan invitations.

Reporting suite

Make data-driven decisions and streamline plan management processes.

Reporting suite

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 management for vested awards

Online exercise technology to streamline ongoing employee exercise management.

Online exercise management for vested awards

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.

Improve employee engagement

Empower your employees to take ownership of their equity plans.

Improve employee engagement

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.

Online document library

Keep accurate records of plan activity.

Online document library

Keep accurate records of plan activity.

Employees can access documents they need anytime from the platform’s secure library.

Contribution share plan management

As your partner, we help you efficiently manage payroll contributions.

Contribution share plan management

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.

Employee share scheme tax reporting

Rely on Automic to execute your ATO ESS tax reporting requirements.

Employee share scheme tax reporting

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.

Technology and solutions designed to
attract, retain and reward employees

We’re proud to partner with:

Airtasker
Livehire
Kogan.com
Dubber
Nearmap

“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.”

Kogan.com logo

“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

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