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Share Plan Data Migration & System Integration

ShareForce’s data migration service transfers all historical share plan data, including grants, vesting schedules, transactions, leaver records and IFRS 2 accounting balances, from spreadsheets or legacy platforms into the ShareForce system. The integration layer then connects ShareForce with your payroll, HRIS, and financial systems, eliminating manual data entry and reconciliation errors. A dedicated migration specialist managed the full process, from data extraction and validation through to go-live sign off. 

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Award Balances

Grant

Unvested

  • ACS Employee Trust Scheme
  • 100 000
  • Long Term Incentive Plan
  • 775 000
  • Performance Share Plan
  • 153 334
  • Restricted Share Plan
  • 400 000
  • Share Appreciation Rights
  • 0
  • Share Option Scheme
  • 150 000
  • Short-term Incentives
  • 50 000

What gets migrated?

What ShareForce migrates

  • Employee and participant records
  • Grant and award history (equity and phantom/cash-settled)
  • Vesting schedules and performance conditions
  • Transaction history (exercises, lapses, settlements)
  • Leaver and good/bad leaver classifications
  • IFRS 2 and ASC 718 accounting balances
  • Cap table data (for private companies)

Supported integrations

Workday

Workday is a cloud-based platform that helps businesses manage HR, finance, and workforce planning in one system.
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BambooHR

BambooHR is an HR software platform that simplifies employee records, payroll, and benefits administration.
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HiBob integration with ShareForce

HiBob

HiBob is a modern HR platform that enables employee onboarding, performance tracking, and people analytics.
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FactSet integration with ShareForce

FactSet

FactSet is a financial data and analytics platform used for investment research and market insights.
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Finswitch integration with ShareForce

Finswitch

Finswitch is a financial integration platform that enables secure data exchange and transaction processing between institutions.
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Convera integration with ShareForce

Convera

Convera is a global payments platform that helps businesses manage and process international transactions.
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DocuSign integration with ShareForce

DocuSign

DocuSign is a digital agreement platform that allows users to securely sign and manage documents electronically.
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Stockbit integration with ShareForce

Stockbit

Stockbit is an investment platform that provides stock trading tools, insights, and a community for investors.
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SAP integration with ShareForce

SAP

SAP is an enterprise software platform that supports business operations such as finance, HR, and supply chain management.
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Airwallex

Airwallex is a financial platform that offers global payments, multi-currency accounts, and expense management.
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PeopleSoft integration with ShareForce

PeopleSoft

PeopleSoft is an enterprise software system by Oracle that manages HR, finance, and business processes.
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FIX

FIX is a messaging protocol used for real-time electronic trading communication in financial markets.
Website

Considering Migrating?

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Frequently asked questions about data migration

  • How does ShareForce ensure secure and smooth data migration for incentive plans?

ShareForce’s dedicated migration team follows a proven methodology using detailed checklists, milestone tracking, and error checks, ensuring efficient and secure transfer while minimising business disruption.

  • What data is included in the migration process?

All relevant employee, award, vesting, transaction, leaver, and accounting information is migrated, so the new system is aligned to existing processes and audit-ready from day one.

  • How is data quality and integrity assured?

Data undergoes rigorous assessment, error checking, and validation with stakeholders prior to go-live, ensuring only clean, accurate information is imported and all exceptions are resolved.

  • How are stakeholders and admin users supported throughout migration?

Stakeholders participate in planning, sign-off, and training sessions; admin teams receive hands-on training and ongoing support for seamless transition and continued success.

  • Does ShareForce handle international reporting and system customisation?

Yes. Accounting balances for IFRS/GAAP reporting are migrated, and the platform is configured with access rights and automated controls that closely fit each organisation’s processes and requirements.