Connecting Carta to Zenefits


Carta now integrates with Zenefits, the all-in-one HR platform. Connecting Zenefits and Carta notifies the right people at the right times. Here are the key benefits you get from the integration:

Drafting option grants in Zenefits

You can now draft option grants in Zenefits when creating offer letters. Vesting schedules, equity plan names, and security types are pulled from Carta, so you can select from the details you already created and saved:

Drafting an option grant in Zenefits

When an employee accepts their offer, the option grant appears as a draft in Carta. The administrator can then board approve and issue the option grant.

When an employee accepts their offer, the option grant appears as a draft in Carta. The administrator can then board approve and issue the option grant.

“Zenefits Drafts” in Carta
“Zenefits Drafts” in Carta

Notifying Carta administrators of terminated employees

Zenefits triggers an email to Carta administrators when an employee is terminated. The notification prompts the Carta administrator to terminate any outstanding securities:

Termination notice sent to Carta administrators.
Termination notice sent to Carta administrators.

Creating stakeholder profiles in Carta

Stakeholder details — like employee ID numbers and employment types — flow from Zenefits into Carta. This lets you track and run reports on employees between the two systems.

Confirming Carta integration with Zenefits.
Confirming Carta integration with Zenefits.

With Zenefits and Carta connected, your HR and equity administrators are on the same page.

If you’re not using Zenefits already, you can go here to get 20% off of any of the Zenefits annual premium plans.

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eShares, Inc. DBA Carta, Inc. is a transfer agent registered with the U.S. Securities and Exchange Commission. The services and information described in this communication are provided to you “as is” and “as available” without warranties of any kind, expressed, implied or otherwise, including but not limited to all warranties of merchantability, fitness for a particular purpose, or non-infringement. Neither eShares, Inc. DBA Carta, Inc. nor any of its affiliates will be liable for any damages, including without limitation direct, indirect, special, punitive or consequential damages, caused in any way or arising from the use of the services or reliance upon the information provided in this communication or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure. Transfer Agent services for DTC-eligible registered companies provided by Philadelphia Stock Transfer, a Carta affiliate. Carta Securities LLC is a broker-dealer and a member of FINRA and SIPC. Contact: eShares, Inc. DBA Carta, Inc., 195 Page Mill Road, Suite 101, Palo Alto, CA 94306.

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