Once you have integrated your HRIS and cap table systems with Pave, equity grants will automatically be associated with their corresponding employees based on work emails, employee ID (if available), or an employee’s full name--specifically in that order.
Grants that fail to match to an employee automatically will need to be manually matched to an employee.
Keep in mind: If an employee does not have grants matched to them, their equity data will not display in Pave's products.
Manual matching can be performed using our Equity Grant Mapper tool available to roles with the permission to edit integrations (ie. admins and integrators by default). Any unmatched emails that require manual mapping will appear where you normally see your cap table integration. Click Review Grants to begin.
You will be taken to the Equity Grant Mapper tool where you’ll be able to see matched grants, match unmapped grants to their employee records, and hide any grants that should be excluded from your Pave products.
Matching unmatched emails
For each employee in the Unmatched emails tab, you can input an employee's HRIS email address by selecting one from the dropdown or by entering the email address into the search bar. Click Save once you’re done.
Once saved, these employees will now appear in the Matched emails tab.
If the employee email address you’re looking for cannot be found, double check that the employee has correctly been successfully integrated into Pave's system via the connection established with your HRIS - as we’ll only surface emails for employees that exist in our systems already.
Alternatively, you can bulk upload associations by clicking Download CSV Template, which will download all of the emails in the Unmatched emails tab in a spreadsheet format. Populate the HRIS email for each employee and then upload the CSV by clicking the Upload CSV button. These employees will now appear in the Matched emails tab.
Viewing matched emails
Completed mappings can be found in the Matched emails tab. Here, you are able to view and search matched employees and update mapped email addresses.
Deleting a manual matching
Manual mappings will surface in the Matched emails section with an "unlink" button next to the mapped HRIS email address. This button allows you to remove a mapping you have done and move the corresponding employee name and cap table email address back to the Unmatched emails tab.
Looking at the example below: this mapping was made by mistake - which you can tell because the Name column is empty (meaning no corresponding employee was found using the given HRIS email). Simply clicking the unlink button will remove that mapping from Matched emails and then found in Unmatched emails if you don't want to re-map it directly.
What happens if a matched employee is no longer with the company?
With the employee no longer in the HRIS, the grant will now appear in the unmatched column. You may select and hide these grants to prevent that data from appearing anywhere in Pave. They will remain in the Unmatched emails tab.
Hide unwanted grants
In some cases you may want to hide certain grants from appearing in Pave products (like when an employee is terminated or you’d like to hide sensitive grant holder information, for example).
You can do this by selecting the employee(s) you would like to exclude then clicking the Hide Grants button. These employees will be listed in the Hidden grant holders tab and the associated grants will not appear anywhere in Pave.
Toggle matching grants via Employee ID (Carta integrations)
For Carta integrations specifically, you have the option of disabling automatic matching by employee ID. You can do this by clicking the Disable EmployeeID Matching toggle
After enabling, wait approximately 15 minutes for the data to sync again. You should see the change in matched grants accordingly.