Guided Learning Share Plans

• Search for an employee and confirm the correct record

• Review the personal and employment information available

• Move between the employee’s available plan types

• Review balances and transactions over a selected period

• Download an employee report for authorised use

An employee has asked about their share plan balance. I need to find the correct record, review their plan information and check whether any recent activity helps explain the position shown.

Share Plans brings employee and plan information together so authorised HR, reward, payroll and share plan teams can respond to queries without relying entirely on manual lookups. The information shown depends on the employee record, their plan participation and the permissions associated with the user’s account.