ESPP Release Notes - Version 22.2.2 (May 12, 2022)

These release notes describe changes made to the ESPP Employee Stock Purchase Plan management platform. System updates are comprised of features and fixes that are deployed in regularly scheduled major and minor releases.

The help system is the primary source of information and instructions about new features. When you see a blue link in a release note item, click it to view a related help topic in a separate browser window.

The release notes are organized by the categories listed below. Scroll down to read them.

1.0

ADMINISTRATION

  NEW AND ENHANCED FEATURES
  1.1 Back-dated terminations & carry-forward handling
    With this release, back-dated terminations entered during a subsequent offering period, but effective for the previous offering period, will now delete any associated carry forward amounts Any refunded amounts that should have been sent will now be included in the next outbound query (if applicable).
     

2.0

ACCOUNTING

  There are no items for this category in this release.
     

3.0

REPORTING

  QUALITY UPDATES
  3.1 Disposition Detail Report incorrect when transfers are entered by esppdisp template
    The Disposition Detail Report has been updated to accurately reflect transfers that have been uploaded via the "esppdisp" upload template.
     

4.0

PARTICIPANT PORTAL Online portal used by participants to perform various grant-related tasks as allowed by company policy

  There are no items for this category in this release.
     

5.0

IMPORTER

  There are no items for this category in this release.
     
6.0

INTEGRATIONS

  There are no items for this category in this release.
     
7.0

KNOWN ISSUES

  There are no items for this category in this release.
     
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