When your Employee Share Ownership Plan or other options have been set up on Orchestra, the Orchestra team will send out a welcome email to your option holders, inviting them onto the platform.
Some users may already be on Orchestra, while other users may be new. Our communications and support are designed to cater to all user groups on Orchestra. See below for an example of what an initial communication to your option holders could look like:
What happens when they create an account/login?
When option holders login or create an account, Orchestra is set up so that they will be linked to any options they have. For a summary of what employee option holders can see, have a look at our ESOP Option holder overview video.
The initial dashboard presented to them shows the entities they have access to, and what holdings those entities have.
The main dashboard gives option holders a birds-eye view of their options and company information. This includes a summary of the options they have been allocated and the number of options that are vested.
Clicking through to the Options feature from the View More button or left side menu will reveal an overview of the individual's personal options. They can see a history of events (vesting and exercising) as well as any vesting schedules that are set up for their options.