ESPP

Training Videos

ESPP Employee Stock Purchase Plan Plan Administrators with read-write access should watch these training videos to learn the basics of using the EM platform ESPP application.

Certent recommends viewing these videos in this order:

  1. Dashboard
  2. Plan Profile
  3. Accounting
  4. FMV
  5. Election Settings
  6. Reserve Shares
  7. Offering Period - part 1
  8. Offering Period - part 2
  9. Purchase Periods
  10. Using Import Function
  11. Enrollment Import Template
  12. Contributions Import Template
  1. Dashboard


  1. Plan Profile

  1. Accounting

  1. FMV

  1. Election Settings

  1. Reserve Shares

  1. Offering Period - part 1

  1. Offering Period - part 2

Add Participants By Importing training video link

  1. Purchase Periods

  1. Using Import Function

  1. Enrollment Import Template

ESPP Mid-Cycle Elections video link

  1. Contributions Import Template

ESPP Process Purchase video link