Ledgy

Javier Moisés Quirós

Training videos created by our product experts to help you get more value out of Ledgy.

Video Tutorials

This tutorial demonstrates the full exercise workflow in Ledgy, covering window creation, exercise requests, validation, document signing, payment processing, and transaction finalization.

End-to-end exercise window and request workflow

This tutorial demonstrates how to use DocuSign integration within Ledgy to automatically generate and process grant letter signatures.

Grant letter templating and signing workflows using DocuSign

This tutorial demonstrates three methods for onboarding employees into the Ledgy platform, covering the complete workflow from adding stakeholders to granting equity and sending invitations.

How to onboard employees to Ledgy

This tutorial shows how to create automated workflows for efficiently managing employee departures in Ledgy.

How to set up offboarding workflows

This tutorial shows the complete end-to-end process from initial setup through document signing, making it ideal for companies issuing equity grants to multiple employees at once.

Bulk importing grants and automatically generating grant letters for signature

Get an overview of the entire workflow process when you use Ledgy to sign documents.

Ledgy's native signature workflow

This video tutorial shows you how to generate digital share certificates in Ledgy, step by step.

How to generate digital share certificates on Ledgy

In this video we're going to go through how to set up an exercise notice, how to import exercise transactions in bulk, generating exercise notice letters automatically and sharing those…

How do I bulk import equity settlement and exercise transactions with signatures?

Workflows

Adding and syncing custom HR fields from your HR system to Ledgy's database.

Mapping additional fields to your HR configuration

Learn how to connect your HRIS system to Ledgy. Covers setup, authentication, filtering options, and syncing processes to eliminate manual data entry.

Connecting, configuring and syncing your HR software

HRIS 

This video shows how to create and manage vesting schedules in Ledgy, including time-based and performance-based vesting, custom parameters like cliffs and intervals, adjustments for life events, and using presets…

How to setup any kind of vesting schedule in Ledgy

Vesting Schedules

Customise Ledgy reports by modifying pre-built templates or building from scratch, adding custom fields as needed, then save your views for easy access and download.

Reporting: Create Custom Reports

This tutorial demonstrates how to configure your Ledgy account to create EMI  reports, including EMI1 notifications and EMI40 annual returns.

Compliance Reports: Export EMI Notifications and Annual Returns

This tutorial covers how to customise and export cap tables from Ledgy for various reporting needs.

Exporting the cap table

Reports 

A quick guide to the Stakeholder Dashboard in Ledgy. Learn how can admins set it up, what employees see, and key features like vesting, equity value, customisation, and exercise requests.

Stakeholder Dashboard Tour (for Admins)

Stakeholder Dashboard

This video tutorial walks you through the process of creating payroll annexes for employees, step by step.

How to create payroll annexes for employees

Document Templates

Website

Contact / Imprint

YouTube

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