Introduction
Stakeholder status tags automatically flag core actions and tasks needed to onboard or offboard employee stakeholders. These tags remind admins to complete each workflow step in a timely manner, ensuring nothing falls through the cracks.
This article explains how stakeholder tags work, what each tag means, and how they help streamline your employee equity workflows.
Who can use stakeholder tags: All account admins can see and use stakeholder tags. Tags are automatically applied based on stakeholder status and actions taken.
What are stakeholder tags?
Stakeholder tags are visual indicators that appear next to stakeholder names in Ledgy. They show the current status of onboarding or offboarding workflows and highlight what actions are still needed.
Two categories of tags:
"New" tags - For onboarding new employees who receive equity
"Leaver" tags - For offboarding employees who are leaving the company
Key benefit: Tags help you quickly identify which stakeholders need attention and track progress through onboarding or offboarding processes.
Important: Tags only apply to natural persons (individual employees), not legal entities.
You might find it helpful to watch this video tutorials alongside reading this article:
How onboarding tags work
Onboarding tags track the process of granting equity to new employees and inviting them to access their portfolio in Ledgy.
Onboarding workflow overview
The onboarding workflow ends when you invite the stakeholder to Ledgy (either through a signature request or a direct invite). This ensures new employees can see their equity and understand their grant details.
The three onboarding stages
Stage 1: New
When it appears: Stakeholder is newly added to Ledgy but hasn't been issued any grants or shares yet
Where they appear: In the "New - not issued" section on grant and issuance pages
What it means: This person exists in your system but hasn't received any equity yet
Stage 2: New - issued
When it appears: Stakeholder has been granted equity (grants can be draft or published)
Where they appear: In "All stakeholders" (no longer in "New - not issued")
What it means: Equity has been granted but the stakeholder hasn't been invited to Ledgy yet
Stage 3: Tag removed
When it happens: Stakeholder has been invited to Ledgy (via signature request or direct invite)
What it means: Onboarding complete! The stakeholder can now access their portfolio
How onboarding tags are created
New tag created when:
Stakeholder is added via HRIS sync
Stakeholder is created manually in-app
Stakeholder is imported via bulk stakeholder import
New - issued tag created when:
Grants are added to the stakeholder (in-app or via Excel import)
Shares are issued to the stakeholder
Tag removed when:
Stakeholder is invited during the grant publish step
Signature request is sent (if using document templates)
Stakeholder is invited via the Stakeholders page
Onboarding Example: New employee with grants and documents
Step 1: Employee created via HRIS sync
Tag: New
Visible under: "New stakeholders - not issued"
Step 2: Employee granted options via bulk Excel import
Tag: New - issued
No longer visible under: "New stakeholders - not issued"
Step 3: Employee sent option grant letter for signature and invited to Ledgy
Tag: Removed (no tag)
Onboarding complete
How offboarding tags work
Offboarding tags track the process of terminating grants when employees leave the company.
Requirements: Offboarding tags require HRIS setup and use of the offboarding feature.
Offboarding workflow overview
The offboarding workflow ends when termination transactions are published. This ensures the employee's unvested equity is properly terminated and your cap table accurately reflects their final equity status.
The three offboarding stages
Stage 1: Leaver
When it appears: Stakeholder receives a termination date from HRIS sync
Where they appear: In the "Leavers" section of the bulk offboard modal
What it means: This employee is leaving and needs their grants reviewed for termination
Stage 2: Leaver - grants terminated not published
When it appears: Stakeholder's grants have been terminated via the offboarding flow but not yet published
Where they appear: No longer in the "Leavers" section of offboard modal
What it means: Terminations are processed but waiting to be published to the cap table
Stage 3: Tag removed
When it happens: Either:
Termination transactions have been published, or
Stakeholder had zero grants to terminate (fully vested or no grants)
What it means: Offboarding complete! The cap table reflects the employee's final equity status
How offboarding tags are created
Leaver tag created when:
Termination date is synced from HRIS (termination date is a default mapped field)
Leaver - grants terminated not published tag created when:
Grants are terminated via the in-app offboarding flow
Tag removed when:
Termination transactions are published, or
Stakeholder was offboarded but had zero grants to terminate
Offboarding examples
Example 1: Employee with options to terminate (standard flow)
Step 1: Termination date added via HRIS sync
Tag: Leaver
Visible under: "Offboard stakeholders → Leaver"
Step 2: Employee offboarded and options terminated
Tag: Leaver - grants terminated not published
Not visible under: "Offboard stakeholders → Leaver"
Step 3: Termination transactions published
Tag: Removed (no tag)
Offboarding complete
Example 2: Fully vested employee with no terminations
Step 1: Termination date added via HRIS sync
Tag: Leaver
Visible under: "Offboard stakeholders → Leaver"
Step 2: Employee offboarded but no terminations needed (fully vested)
Tag: Removed (no tag)
Admin opens exercise window instead
Not visible under: "Offboard stakeholders → Leaver"
Using stakeholder tags
Filtering and sorting
In the stakeholders grid:
Use "Sort by" to organise stakeholders by tag status
Filter your view to show only stakeholders with specific tags
Quickly identify who needs attention in onboarding or offboarding workflows
On the company dashboard:
Use dashboard cards to filter by stakeholder tags
Get quick counts of employees in each workflow stage
Finding stakeholders by tag
New stakeholders:
Grant and issuance pages show "New - not issued" section
Filter to see only stakeholders awaiting equity grants
Leaver stakeholders:
Offboarding modal shows "Leavers" section
Easily find employees who need grant terminations
Note: Tags do not appear in Excel exports—they're only available for in-app filtering and sorting.
Important notes about tags
Manual tag management
Removing tags manually:
You can manually remove tags if you decide not to complete a workflow
Example: If you don't plan to invite a stakeholder, you can remove the "New" tag manually
Cannot manually re-add tags:
Once manually removed, tags cannot be manually re-added for that workflow
Tags will only reappear if triggered by system actions (e.g., new HRIS sync)
Tag limitations
"New - issued" stage only applies to:
Stakeholders who receive grants or share issuances
Does not apply to stakeholders receiving other transaction types
To remove "New" tag without issuing equity:
Simply invite the stakeholder to Ledgy
The tag will be removed even if they haven't been issued equity
Tags and termination dates:
If a stakeholder with a "New" tag later receives a termination date, the "Leaver" tag will still apply
Stakeholders can have both onboarding history and offboarding status
Who gets tags
Natural persons only:
Tags apply only to individual employee stakeholders
Legal entities (companies, trusts, etc.) never receive status tags
Workflow best practices
For onboarding
Monitor "New" tags - Review regularly to ensure new employees receive equity promptly
Track "New - issued" tags - Don't forget to send invitations after granting equity
Use during bulk granting - Filter by "New - not issued" when preparing bulk grants
Send invites promptly - Complete onboarding by inviting stakeholders within reasonable timeframes
For offboarding
Act on "Leaver" tags quickly - Process terminations promptly when employees leave
Publish terminations - Don't leave terminations in draft indefinitely
Review "Leaver - grants terminated not published" - Ensure these get published to complete offboarding
Use HRIS sync - Automate termination date updates to trigger tags automatically
Frequently Asked Questions
You might find it helpful to watch this video tutorials alongside reading this article:
Can I manually add a stakeholder tag?
No, you cannot manually add tags. Tags are automatically created based on stakeholder status and actions. You can manually remove tags, but you cannot manually re-add them.
Why doesn't my legal entity stakeholder have any tags?
Tags only apply to natural persons (individual employees). Legal entities like companies, trusts, or investment vehicles do not receive status tags.
What happens if I remove a "New" tag manually?
If you manually remove a "New" tag, it will not automatically reappear for that stakeholder. The tag can only be triggered again by specific system actions like a new HRIS sync or certain workflow steps.
Can a stakeholder have both "New" and "Leaver" tags?
No, stakeholders only have one tag at a time. However, a stakeholder who previously had a "New" tag can later receive a "Leaver" tag if they receive a termination date.
Why do tags not appear in my Excel exports?
Tags are designed for in-app workflow management only. They help you filter and sort stakeholders in Ledgy but are not included in Excel exports. Use filtering in-app before exporting if you need specific tagged groups.
What if I don't use HRIS sync—can I still use tags?
The "New" tags work without HRIS sync. However, "Leaver" tags require HRIS setup because they're triggered by termination dates synced from your HR system. Without HRIS, you won't have offboarding tags.
How long do tags remain on stakeholders?
Tags remain until the workflow is completed or manually removed. "New" tags remain until the stakeholder is invited. "Leaver" tags remain until terminations are published or the employee had no grants to terminate.
Can I customise what tags mean or create my own tags?
No, stakeholder status tags are system-defined and cannot be customised. However, you can use custom fields and stakeholder groups to create your own categorisation systems alongside the status tags.
What if a stakeholder is invited but hasn't accepted their invitation?
The "New" tag is removed when the invitation is sent, not when it's accepted. If you need to track invitation acceptance, check the portfolio access status column on the Stakeholders page (clock icon = pending, checkmark = accepted).
Do tags affect what stakeholders can see in their portfolio?
No, tags are only visible to admins and do not affect stakeholder permissions or what they can view in their portfolio. Tags are purely for internal workflow tracking.