video1.0<iframe src="https://www.loom.com/embed/acc8d4394a214f3484026dfa23f6891b" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/acc8d4394a214f3484026dfa23f6891b-c2bb2ac7e0303c9f-full.jpg515.8311This tutorial demonstrates three methods for onboarding employees into the Ledgy platform, covering the complete workflow from adding stakeholders to granting equity and sending invitations. Three Onboarding Methods 1. HR Software Sync Best for: Companies with integrated HR systems Use the sync button on the stakeholders page to automatically pull employee data Select specific employees to sync or import all new stakeholders Automatically creates stakeholder profiles with HR data 2. Individual Stakeholder Addition Best for: Adding single employees or small numbers Manually create stakeholder profiles one at a time Add essential information: email, employee group, mobile data Recommended to collect all relevant data upfront for future grant letter generation Quick and straightforward for occasional additions 3. Bulk Import via Excel Best for: Companies without HR integration adding multiple employees Download the provided Excel template Fill out stakeholder information following the example format Import multiple stakeholders simultaneously Ensure email addresses are included for future invitations After Adding Stakeholders: Grant Equity: Navigate to transactions page and add grants to new stakeholders Publish Transactions: Make grants visible to stakeholders in their dashboards Send Invitations: Invite stakeholders to access their Legi accounts Bulk Grant Import: Use separate Excel template for importing multiple grants Can add historical/retroactive grants with past dates Assign grants to specific equity plans and stakeholders Key Recommendations Always include email addresses when adding stakeholders Add all stakeholder data early for document generation later on (example: residence address, country, email, etc) Use HR sync when available for automated, accurate data transfer Publish transactions before sending stakeholder invitations Consider bulk import for efficiency when onboarding multiple employees