ESPP Release Notes - Version 23.3.5 (October 5, 2023)

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

 

QUALITY UPDATES

CEM-23468 1.1 An issue with saving participant An individual or entity participating in an equity compensation plan and/or employee stock purchase plan records has been resolved
    In this release, we resolved an issue where a validation item was causing a select number of participant records to not be saved via the UI. This issue was relating to only a handful of participants who had Blackout Insider and Named Executive flags set.
     

2.0

ACCOUNTING

  There are no items for this category in this release.
     

3.0

REPORTING

  QUALITY UPDATES
CEM-24475 3.1 Plan filtering has been enabled on the ESPP 25K Summary report
    The ESPP 25K Summary report now has Plan filtering enabled, allowing users to select the specific plan or plans they want to include in the report.
     

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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