{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/acc8d4394a214f3484026dfa23f6891b\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/acc8d4394a214f3484026dfa23f6891b-c2bb2ac7e0303c9f-full.jpg","duration":515.8311,"title":"Workflow: How to onboard employees to Ledgy","description":"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.\n\nThree Onboarding Methods\n1. HR Software Sync\nBest for: Companies with integrated HR systems\n\nUse the sync button on the stakeholders page to automatically pull employee data\nSelect specific employees to sync or import all new stakeholders\nAutomatically creates stakeholder profiles with HR data\n\n2. Individual Stakeholder Addition\nBest for: Adding single employees or small numbers\n\nManually create stakeholder profiles one at a time\nAdd essential information: email, employee group, mobile data\nRecommended to collect all relevant data upfront for future grant letter generation\nQuick and straightforward for occasional additions\n\n3. Bulk Import via Excel\nBest for: Companies without HR integration adding multiple employees\n\nDownload the provided Excel template\nFill out stakeholder information following the example format\nImport multiple stakeholders simultaneously\nEnsure email addresses are included for future invitations\n\nAfter Adding Stakeholders:\n\nGrant Equity: Navigate to transactions page and add grants to new stakeholders\nPublish Transactions: Make grants visible to stakeholders in their dashboards\nSend Invitations: Invite stakeholders to access their Legi accounts\n\nBulk Grant Import:\n\nUse separate Excel template for importing multiple grants\nCan add historical/retroactive grants with past dates\nAssign grants to specific equity plans and stakeholders\n\nKey Recommendations\n\nAlways include email addresses when adding stakeholders\nAdd all stakeholder data early for document generation later on (example: residence address, country, email, etc)\nUse HR sync when available for automated, accurate data transfer\nPublish transactions before sending stakeholder invitations\nConsider bulk import for efficiency when onboarding multiple employees"}