Pools play a critical role in equity management, serving as a collective of shares or equity-based assets set aside for specific purposes, such as employee compensation plans. This guide provides step-by-step instructions on how to effectively manage these pools within your platform.
Essentially the pools are link between the allocated asset class quantity and a grant type. Glossary: Key Terms Explained describes in details the grant types.
Pools Management Page
Access the Pools Management Page:
- From the left side main navigation menu select Pools under the Management section
- The page contains table with grouped pools by their grant type and information about each pool:
- Name – pool name
- Quantity – pool shares quantity
- Asset Class – the type of the asset that the pool owns
- Actions – edit, delete
Creating New Pool
- Click Create Pool
- Fill the details about the pool you want to add – name, grant type, asset class – it may be different based on selected grant type, quantity.
- Submit form
Updating Pool
From the actions column, select 
– edit.
Opens a form allowing you to change the name and pool’s shares quantity.
Deleting Pool
From the actions column, select 
– delete.
❗If the pool is being used in the equity management, it may not be deleted. In this case consider disabling the plans using this pool.
