Daftar
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USER MANUAL

User Manual

Complete guide to using Daftar for stock-based compensation management

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Getting Started

Welcome to Daftar, your comprehensive stock-based compensation management system. This manual will guide you through all the features and functionality available in the platform.

Dashboard Overview

The dashboard provides a comprehensive overview of your stock-based compensation program, including key metrics, employee statistics, and grant summaries.

Employee Management

Manage your employees and their compensation details:

  • Add new employees with comprehensive information
  • Edit existing employee details
  • View individual employee profiles and grant history
  • Bulk upload employees via CSV
  • Track employee status and department assignments

Grant Management

Create and manage stock option grants:

  • Create new stock option grants with Black-Scholes valuation
  • Configure vesting schedules (cliff, periodic, immediate)
  • Edit existing grants and recalculate fair values
  • View comprehensive grant details and calculations
  • Track vesting progress and exercise dates

Black-Scholes Valuation

Daftar includes built-in Black-Scholes option pricing calculations:

  • Automatic fair value calculations for stock options
  • Configurable parameters (volatility, risk-free rate, expected life)
  • Real-time recalculation when parameters change
  • Detailed intermediate calculations display
  • Excel-compatible results for reporting

Reports & Analytics

Generate comprehensive reports for compliance and analysis:

  • Expense reports by cost type and department
  • Vesting schedule reports for all active grants
  • Black-Scholes analysis and fair value summaries
  • Employee grant summaries and individual reports
  • ASC 718 compliance reports

Best Practices

Data Management

  • Regularly backup your data using the export functionality
  • Keep employee information up to date
  • Review and update grant parameters as needed

Compliance

  • Ensure all grants are properly documented
  • Maintain accurate vesting schedules
  • Regularly generate compliance reports

Support

If you need additional assistance or have questions not covered in this manual, please contact our support team.