A method, system, device and medium for handling resignation based on ESOP
By creating a resignation plan and confirming relevant information based on the ESOP resignation processing method, the problems of low efficiency and proneness to errors in employee resignation processing were solved, and efficient and accurate resignation process management was achieved.
Patent Information
- Application Number
- CN202210214081.X
- Authority / Receiving Office
- CN · China
- Patent Type
- Patents(China)
- Current Assignee / Owner
- Filing Date
- 2022-03-02
- Publication Date
- 2025-09-30
- Estimated Expiration
- 2042-03-02
AI Technical Summary
When a company employee leaves, existing technology requires manual processing of the resignation matters one by one in multiple function menus, which is inefficient and prone to human errors.
Provides an ESOP-based resignation processing method, which creates a resignation plan, including grant information and configuration information, determines a resignation plan that matches the target object, and displays and confirms the grant information and configuration information when generating the resignation process to complete the resignation process.
It improves the efficiency of company administrators in handling resignation matters, reduces human operational errors, and ensures the accuracy and consistency of resignation processing.
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Figure CN114663049B_ABST
Abstract
Description
Technical Field
[0001] The present application relates to an Internet technology and provides an ESOP-based resignation processing method, system, device and storage medium. Background Art
[0002] When an employee leaves a company, the company's human resources department needs to handle matters related to the employee's departure. For example, the company's human resources department handles employee departures once a month, and handles each matter one by one in each function menu. Handling many matters each time is inefficient, and repeatedly handling a large number of matters is prone to human operational errors. Summary of the Invention
[0003] The purpose of this application is to provide an ESOP-based resignation processing method, business system, electronic device and computer-readable storage medium to greatly improve the processing efficiency of company administrators.
[0004] The present application proposes a resignation processing method based on ESOP, including: creating a resignation plan, the resignation plan including grant information and configuration information, the grant information being used to describe incentive information granted to the object, and the configuration information being used to describe resignation processing matters; determining a target resignation plan that matches the target object; when generating the resignation process of the target object according to the target resignation plan, displaying the processed grant information and configuration information of the target object; and receiving a confirmation message for confirming the grant information and configuration information of the target object to complete the resignation process of the target object.
[0005] Furthermore, the incentive information includes incentive data to be attributed; the creation of the resignation plan includes: setting the effective date of the resignation processing matters according to the resignation date to create the configuration information of the resignation plan, the resignation processing matters include closing tax withholding, closing unified foreign exchange settlement, allowing asset withdrawal, unbinding the associated persons of the object, closing the message notification of the object, closing the entrance to view the incentive, and unbinding the object; setting the expiration date of the incentive data to be attributed according to the resignation date to create the grant information of the resignation plan.
[0006] Furthermore, after creating the resignation plan, the method further includes: configuring the scope of application of each resignation plan to specify the object corresponding to each resignation plan; determining the target resignation plan that matches the target object includes: determining the resignation plan that matches the target object based on the scope of application of each resignation plan, and using the matched resignation plan as the target resignation plan.
[0007] Furthermore, the method of using the matched resignation plan as the target resignation plan includes: if the resignation plans matching the target object include at least two resignation plans with different scopes of application, using the resignation plan with the smallest scope of application as the target resignation plan; wherein, the configuration information of the target resignation plan is not mutually exclusive with the configuration information of other resignation plans.
[0008] Furthermore, the method also includes: when checking to determine that the target object is in an employed state, and determining that there is no pending resignation process for the target object, and determining that there is no audit task for the target object, generating the resignation process for the target object according to the resignation date of the target object and the target resignation plan.
[0009] Furthermore, the display of the processed grant information and configuration information of the target object includes: displaying the processed grant information of the target object in a first display interface, and displaying the processed configuration information of the target object in a second display interface when a first confirmation message for confirming the grant information of the target object is received.
[0010] Furthermore, the receiving of a confirmation message for confirming the grant information and configuration information of the target object to complete the resignation process of the target object includes: upon receiving a second confirmation message for confirming the configuration information of the target object, updating the resignation date and employment status of the target object in the object information to complete the resignation process of the target object.
[0011] The present application also proposes a resignation processing system based on ESOP, including: a creation module for creating a resignation plan, the resignation plan including grant information and configuration information, the grant information is used to describe the incentive information granted to the object, and the configuration information is used to describe the resignation processing matters; a determination module for determining a target resignation plan that matches the target object; a display module for displaying the processed grant information and configuration information of the target object when the resignation process of the target object is generated according to the target resignation plan; a receiving module for receiving a confirmation message for confirming the grant information and configuration information of the target object to complete the resignation process of the target object.
[0012] The present application also proposes an electronic device, which includes: a memory storing computer-readable instructions; and a processor reading the computer-readable instructions stored in the memory to execute the method described above.
[0013] The present application also proposes a computer-readable storage medium having computer-readable instructions stored thereon. When the computer-readable instructions are executed by a processor of a computer, the computer is caused to execute the method described above.
[0014] Compared with the prior art, this application has the following beneficial effects:
[0015] In the technical solution provided by the present application, a resignation plan is created, and the resignation plan includes grant information and configuration information, wherein the grant information is used to describe the incentive information granted to the object, and the configuration information is used to describe the resignation processing matters; a target resignation plan that matches the target object is determined; when the resignation process of the target object is generated according to the target resignation plan, the processed grant information and configuration information of the target object are displayed; a confirmation message for confirming the grant information and configuration information of the target object is received to complete the resignation process of the target object; in order to solve the problem of complex object resignation processing operations, by adding the object's grant information and configuration information to the resignation plan, and then through the resignation plan matched with the target object, when generating the resignation process, the processed grant information and configuration information of the target object can be directly displayed, so that when the confirmation message is received, the matters related to the target object's resignation can be completed, which can greatly improve the processing efficiency of the company administrator. BRIEF DESCRIPTION OF THE DRAWINGS
[0016] Figure 1 This is a flow chart of a resignation processing method shown in an exemplary embodiment of the present application;
[0017] Figure 2 yes Figure 1 The flowchart of step S110 in the illustrated embodiment in an exemplary embodiment;
[0018] Figure 3 This is a schematic diagram of a setting interface created by a solution shown in an exemplary embodiment of the present application;
[0019] Figure 4 This is a schematic diagram illustrating the applicable scope of a resignation plan configuration according to an exemplary embodiment of the present application;
[0020] Figure 5 is a schematic diagram of a grant information verification page shown in an exemplary embodiment of the present application;
[0021] Figure 6 is a schematic diagram of a configuration information verification page shown in an exemplary embodiment of the present application;
[0022] Figure 7 is a schematic diagram of an employee information details page of a resigned employee shown in an exemplary embodiment of the present application;
[0023] Figure 8 is a flow chart illustrating another method for handling resignation according to an exemplary embodiment of the present application;
[0024] Figure 9This is a schematic diagram of a resignation plan configuration shown in an exemplary embodiment of the present application;
[0025] Figure 10 This is a structural diagram of a resignation processing system shown in an exemplary embodiment of the present application;
[0026] Figure 11 It is a structural diagram of an electronic device shown as an exemplary embodiment of the present application. DETAILED DESCRIPTION
[0027] Exemplary embodiments will be described in detail herein, with examples illustrated in the accompanying drawings. When the following description refers to the drawings, identical numerals in different figures represent identical or similar elements unless otherwise indicated. The embodiments described in the following exemplary embodiments are not intended to represent all embodiments consistent with the present application. Rather, they are merely examples of apparatus and methods consistent with certain aspects of the present application, as detailed in the appended claims.
[0028] The block diagrams shown in the accompanying drawings are merely functional entities and do not necessarily correspond to physically separate entities. That is, these functional entities may be implemented in software, in one or more hardware modules or integrated circuits, or in different networks and / or processor devices and / or microcontroller devices.
[0029] The flowcharts shown in the accompanying drawings are for illustrative purposes only and do not necessarily include all contents and operations / steps, nor must they be executed in the order described. For example, some operations / steps may be decomposed, while others may be combined or partially combined. Therefore, the actual execution order may vary depending on the actual situation.
[0030] It should also be noted that the term "plurality" used in this application refers to two or more. "And / or" describes the relationship between associated objects, indicating that three possible relationships exist. For example, "A and / or B" can mean: A exists alone, A and B exist simultaneously, or B exists alone. The character " / " generally indicates that the associated objects are in an "or" relationship.
[0031] See also Figure 1 , Figure 1 1 is a flowchart of a method for handling resignation based on ESOP, shown in an exemplary embodiment of the present application. The method for handling resignation includes steps S110 to S140, which are described in detail as follows:
[0032] S110: Create a resignation plan. The resignation plan includes grant information and configuration information. The grant information is used to describe the incentive information granted to the object, and the configuration information is used to describe the resignation processing matters.
[0033] In an embodiment of the present application, a resignation plan can be created in the resignation processing system in the ESOP system. The resignation plan corresponds to a unique plan name, which facilitates subsequent search for the resignation plan. In creating the resignation plan, grant information and configuration information will be set, wherein the grant information is used to describe the incentive information granted to the object, that is, the incentive information granted by the company to the employee. The incentive information refers to information related to the incentive, such as the incentive type (such as RSU (restricted stock unit), stock option), grant quantity, grant number, etc.; the configuration information is used to describe the resignation processing matters, which refer to matters that need to be handled when the object resigns, including but not limited to transactions between the employee and the company, and other company matters. The specific grant information and configuration information included in the resignation plan can be flexibly adjusted according to actual conditions.
[0034] Optionally, in one example, the resignation plan may also include only grant information, or only configuration information. In this case, when creating a resignation plan, you can select items (grant information or configuration information) on the creation page, and then after the selection, set the corresponding specific item handling method on the settings page; wherein, different incentive types correspond to different grant information, and different grant information corresponds to different resignation plans. Therefore, in an embodiment of the present application, when the resignation plan only includes grant information, when creating a resignation plan, a different resignation plan may be provided for each incentive type; or grant information corresponding to various incentive types may be included in one resignation plan. The pages for selecting items and setting specific item handling methods can be switched at any time, and the resignation plan needs to be verified to be complete before creating it. For example, required items can be set to ensure that the resignation plan is complete.
[0035] Optionally, in one example, multiple resignation plans can be created, and different resignation plans correspond to different grant information or / configuration information; when creating multiple resignation plans, they can be created separately, or when creating a resignation plan A, the resignation plan A can be copied and automatically entered into the editing state, and then the content that is different from the resignation plan A can be modified to obtain resignation plan B; or an existing resignation plan A can be referenced, and the content of resignation plan B can be set according to the referenced resignation plan A, and the editing state can be automatically entered, and then new content can be filled in to obtain resignation plan B.
[0036] In an embodiment of the present application, after all resignation matters that need to be handled by the object can be flexibly configured to create a resignation plan, when the object resigns, all matters related to the object's resignation can be automatically handled according to the resignation plan.
[0037] S120: Determine a target resignation plan that matches the target object.
[0038] It is understood that the target separation plan is at least one of the created separation plans, and the target subject is the subject who wishes to resign. For example, if the target subject includes incentive information for multiple incentive types, a target separation plan matching the target subject is determined for incentive type A, and a target separation plan matching the target subject is determined for incentive type B. Since separation plans have already been created, at least one of the created separation plans can be selected as the target separation plan matching the target subject. This may be a receiving plan instruction that carries the target separation plan.
[0039] Specifically, in this embodiment, the target separation plan that matches the target object can be determined by matching the incentive type. For example, based on the string Inf_inc corresponding to the target object's incentive information, the string Inf_sch corresponding to each separation plan information is sequentially traversed to determine the number of consecutive characters in the string Inf_sch that are identical to the string Inf_inc. The correlation Wel(Inf_inc, Inf_sch) between the incentive information Inf_inc and the information Inf_sch of each separation plan is determined as follows:
[0040]
[0041] Where n represents the character length of the string Inf_inc corresponding to the target employee's incentive information, and m represents the character length of the string Inf_sch corresponding to the resignation plan information. Inf_incIInf_sch represents the number of consecutive characters in the string Inf_sch that are identical to the string Inf_inc. By calculating the correlation in this way and selecting the resignation plan with the highest correlation as the target resignation plan, the accuracy and efficiency of determining the target resignation plan are improved.
[0042] Optionally, if there is no plan matching the target object among the created resignation plans, you can select a plan and modify it based on the selected plan to obtain the target resignation plan.
[0043] S130 : When the resignation process of the target object is generated according to the target resignation plan, the processed grant information and configuration information of the target object are displayed.
[0044] In an embodiment of the present application, after a target resignation plan is determined, a resignation process for the target object is generated based on the target resignation plan, and the resignation process includes all relevant matters related to the target object's resignation; when the resignation process for the target object is generated, the processed grant information and configuration information of the target object will be displayed in the resignation process. The target resignation plan includes processing logic set for the target object, and the displayed grant information and configuration information of the target object is the processing result of the grant information and configuration information based on the processing logic, and the display facilitates the management personnel to confirm the grant information and configuration information of the target object.
[0045] S140: Receive a confirmation message for confirming the target object's grant information and configuration information, so as to complete the target object's resignation process.
[0046] After displaying the processed grant information and configuration information of the target object, the manager triggers a confirmation operation to indicate that the processing results of the grant information and configuration information of the target object are correct. Then, the resignation processing system receives the confirmation message corresponding to the confirmation operation and completes the resignation process of the target object.
[0047] In an embodiment of the present application, in order to address the problem of complex object resignation processing operations in related technologies, by adding the object's grant information and configuration information to the resignation plan, and then generating a resignation process through the resignation plan matching the target object, the processed grant information and configuration information of the target object can be directly displayed, so that when a confirmation message is received, matters related to the target object's resignation can be completed, which can greatly improve the processing efficiency of the company administrator.
[0048] like Figure 2 As shown, Figure 2 yes Figure 1 In the flowchart of step S110 in an exemplary embodiment of the embodiment shown, the incentive information includes incentive data to be vested, and creating a separation plan includes:
[0049] S111. Set the effective date of the resignation processing item according to the resignation date to create configuration information of the resignation plan.
[0050] In an embodiment of the present application, resignation processing matters include closing tax withholding, closing unified foreign exchange settlement, allowing asset withdrawal, unbinding the associated persons of the object, closing the message notification of the object, closing the entrance to view incentives, and unbinding the object; among which closing tax withholding means that the company no longer withholds taxes for employees; closing unified foreign exchange settlement means that the company no longer settles foreign exchange in a unified manner, that is, it no longer performs the act of buying and selling foreign exchange for employees to settle accounts; allowing asset withdrawal means that employees are allowed to withdraw funds and / or stocks; unbinding the associated persons of the object means that if the object is bound to an associated person tag, the associated person tag of the object is touched, or the associated person is deleted, where the associated person refers to someone associated with the object; closing the message notification of the object means that the object no longer receives any message notifications; for the ESOP system, each employee can enter the ESOP system through an entrance (such as an interface) to view his or her own incentives; closing the entrance to view incentives means that employees cannot enter the ESOP system to view incentives; unbinding the object means that the object is no longer bound to the company, and the company does not have the object.
[0051] Optionally, closing tax withholding, closing unified foreign exchange settlement, allowing asset withdrawal, and unbinding related persons of the object are targeted at listed companies. That is, listed companies can set up tax withholding, unified foreign exchange settlement, asset withdrawal, and unbinding related persons for their employees; and closing message notifications for objects, closing the entrance to view incentives, and unbinding objects can be targeted at both listed companies and unlisted companies.
[0052] Optionally, when creating a resignation plan, if the switch for unified foreign exchange settlement / asset deposit is set to yes, when the middle office / company global switch is subsequently turned off, the latest configuration of the middle office / ESOP will be used to determine whether specific configuration items in the resignation plan are displayed.
[0053] In an embodiment of the present application, the effective date of the resignation processing matter is set according to the resignation date, that is, the effective date is calculated based on the resignation date and the filled-in date x days / weeks / months. For example, if the tax withholding is closed x days after the resignation date, assuming that the resignation date is the 1st and x days is 7 days, the effective date of the resignation processing matter is the 8th, that is, at 24:00 on the 8th, taxes will no longer be withheld for the employee.
[0054] In one example, Figure 3 As shown, the resignation processing system will provide a setting interface, in which the effective date of the corresponding resignation processing items can be set through the controls, such as Figure 3 Among them, withholding tax, withdrawing funds, withdrawing stocks, message notifications and incentive entrances are required settings.
[0055] S112. Setting the expiration date of the incentive data to be vested according to the departure date to create grant information for the departure plan.
[0056] In an example of an embodiment of the present application, the expiration date of the incentive data to be attributed may also be set according to the date of resignation, that is, at what time and what type of incentive data to be attributed will all be canceled.
[0057] It should be noted that the incentive information of the object includes the incentive quantity of the object and the incentive attribution information of the object. The incentive quantity refers to the incentive quantity issued by the company to the employee; the incentive attribution information refers to the incentive receipt status of the employee, wherein the incentive attribution information includes at least one of the incentives that have been attributed and the incentives to be attributed; the incentives that have been attributed refer to the incentive quantity after maturity (that is, the incentives that have been received), and the incentives to be attributed refer to the incentive quantity that has not yet matured (that is, the incentive quantity that has not yet been received). When the incentive data to be attributed is cancelled, it is the incentive quantity to be attributed and cancelled, that is, the incentive quantity that has not yet been received and the cancelled incentive quantity has been deducted; the incentive quantity that has been attributed and cancelled is the incentive quantity that has been received and the cancelled incentive quantity has been deducted.
[0058] Continuing with the above example, Figure 3 As shown, in the setting interface provided by the resignation processing system, the expiration date of the pending incentive data under the incentive type can also be set through the control; optionally, the expiration date is calculated based on the resignation date and the filled-in date x days / weeks / months. For example, if the pending incentive data with the vesting date is x days after the resignation date, all of them will be canceled; of course, in the setting interface, it can also be set not to cancel, that is, the pending incentive data of the object will never be canceled.
[0059] In the embodiment of the present application, there is no order between step S111 and step S112, that is, step S111 may be executed first, or step S112 may be executed first, or they may be executed simultaneously.
[0060] In an embodiment of the present application, all matters related to the processing of employee resignation are supported. The grant information of the object, tax calculation, unified foreign exchange settlement, asset withdrawal, related persons and other matters can be added to the resignation plan, and an effective date or expiration date can be set for each matter, so that the processing results can be directly displayed according to the resignation plan in the future, thereby improving the processing efficiency of resignation-related matters.
[0061] It should be noted that after creating the resignation plan, the resignation processing method provided in the embodiment of the present application further includes: configuring the applicable scope of each resignation plan to specify the object corresponding to each resignation plan.
[0062] After creating a resignation plan, configure the scope of application for the resignation plan. The scope of application specifies which objects will be subject to the resignation plan when they resign. The scope of application includes all objects and some objects. That is, the resignation plan created in this embodiment of the application can be reused, and multiple objects can be processed using the same resignation plan. Figure 4 As shown, Figure 4 A schematic diagram of configuring the scope of application for a resignation plan. This selection interface allows you to select which objects will use the resignation plan, where you can select a specific object by entering the object's name and ID. Since multiple resignation plans can be created in the embodiments of the present application, a scope of application can be configured for each resignation object. The scopes of application for multiple resignation plans can be different, partially the same, or completely different, meaning that different resignation plans may have overlapping scopes of application. An object can correspond to multiple resignation plans, but can only have one resignation plan with a scope of application covering all objects. An object can have one resignation plan with a scope of application covering all objects and one or more plans with a scope of application covering some objects.
[0063] Optionally, when an object can have a resignation plan applicable to all objects and a plan applicable to some objects, when creating a new resignation plan, if the new resignation plan is configured with a resignation plan applicable to some objects (including the current object), the scope configuration of the new resignation plan will fail.
[0064] If a resignation plan with the scope of application set to all objects already exists, and you create a new resignation plan and configure the scope of application set to all objects for the new plan, the scope configuration for the new resignation plan will fail, and the message "Do not create again" will be displayed.
[0065] After configuring the applicable scopes of the resignation plans, determining a target resignation plan that matches the target subject includes: determining a resignation plan that matches the target subject based on the applicable scopes of each resignation plan, and using the resulting matching resignation plan as the target resignation plan. For example, the target subject's name or identifier is matched against the applicable scopes of each resignation plan. Assuming that the applicable scopes of each resignation plan are different, if only Resignation Plan A's applicable scope includes the target subject, then Resignation Plan A is used as the target resignation plan.
[0066] In the embodiment of the present application, a corresponding scope of application is configured for each resignation plan so that a corresponding appropriate resignation plan can be directly selected for the target object later.
[0067] In an embodiment of the present application, if each resignation plan includes grant information of multiple incentive types, and the scope of application of each resignation plan is partially the same, if the resignation plan that matches the target object includes at least two resignation plans with different scopes of application, the resignation plan with the smallest scope of application will be used as the target resignation plan, because the smaller the scope of application of a resignation plan, the more targeted the resignation plan is, and the larger the scope of application, the more universal the resignation plan is, and the targeted resignation plan is more in line with the actual situation of the target object, so the resignation plan with the smallest scope of application is selected as the target resignation plan by default. For example, a resignation plan including a first scope of application and a resignation scope including a second scope of application, if the first scope of application is larger than the second scope of application, such as the first scope of application is all objects and the second scope of application is some objects, the default matching priority is: some objects > all objects, then the second scope of application is used as the target resignation plan for the target object.
[0068] It should be noted that the configuration information of the target separation plan for the target object is not mutually exclusive with the configuration information of other separation plans, that is, the transaction-related matters and other configuration items in the target separation plan must be the same as those of other separation plans corresponding to the target object. For example, if Separation Plan A is to close unified foreign exchange settlement, and Separation Plan B is to allow unified foreign exchange settlement, then Separation Plan A and Separation Plan B are mutually exclusive options, and Separation Plan A and Separation Plan B cannot be used as target separation plans; for another example, if the grant information of one incentive type corresponds to one separation plan, and the target object has grant information of two incentive types, assuming that the target separation plan C for the target object is determined based on the scope of application of incentive type a in each separation plan, and the target separation plan D for the target object is determined based on the scope of application of incentive type b in each separation plan, then the configuration information in Separation Plan C and Separation Plan D is not mutually exclusive.
[0069] Optionally, if the target object has multiple grants, where grant A corresponds to the target separation plan, then when determining the separation plans corresponding to other grants, mutually exclusive separation plans cannot be selected, and a pop-up window will be displayed to prompt: This conflicts with the configuration information of the current target separation plan and cannot be selected.
[0070] Optionally, if the target resignation plan conflicts with other resignation plans, a modification interface can be called to modify the conflicting configuration information to avoid mutual exclusion between the target resignation plan and other resignation plans. If the modification fails, the reason for the modification failure can be displayed and a message notification can be triggered, including but not limited to SMS, email, and system message notifications.
[0071] In an embodiment of the present application, the resignation plan with the smallest scope of application is used as the target resignation plan for the target object by default, and the target resignation plan is not mutually exclusive with other resignation plans corresponding to the target object, so as to ensure the reliability of the target resignation plan and to be more suitable for the target object. In an embodiment of the present application, before generating the resignation process according to the target resignation plan, the relevant information of the target object needs to be verified. Optionally, when the verification is based on the target object being in service and determining that there is no pending resignation process for the target object, and determining that there is no audit task for the target object, the resignation process for the target object is generated according to the resignation date of the target object and the target resignation plan.
[0072] That is, check whether the target object is currently in the employed status. The resignation process can only be generated for the object in the employed status; check whether there is a pending resignation process for the target object. If there is a pending resignation process, the resignation process cannot be generated for the target object again; check whether there is an audit task for the target object. If there is an audit task, it means that the target object has unfinished work and needs to be processed before the resignation process is generated. The audit tasks include but are not limited to: effective grant audit, modification grant audit, deletion grant audit, attribution audit, grant conversion tasks, etc.
[0073] Optionally, when the verification object has unvalidated grant data or unsigned grant agreement, the administrator can be reminded through a message, and a resignation process can be generated at this time.
[0074] In an embodiment of the present application, after the verification is completed, the resignation date of the object can be obtained, and then the resignation process of the target object can be generated based on the resignation date and the target resignation plan; optionally, when there is a corresponding target resignation plan for all incentive types granted to the target object, the resignation process of the target object is generated; for example, if the incentive information of incentive type a granted to the target object does not have a corresponding resignation plan, or the target object has no resignation date, the resignation process cannot be generated. When the resignation process cannot be generated, the error reason can also be prompted, such as the resignation date is not filled in, the target resignation plan is not filled in, or the target resignation plan does not include all grants of the object.
[0075] In an embodiment of the present application, before generating the resignation process, the relevant information of the target object is verified to determine whether the target object meets the conditions for generating and initiating resignation, thereby avoiding the situation where the process cannot be continued after the resignation process is subsequently generated.
[0076] In an embodiment of the present application, after the resignation process is generated, the processed grant information and configuration information of the target object are displayed, wherein the processed grant information of the target object is displayed on the first display page, and when the first confirmation information for confirming the grant information of the target object is received, the processed configuration information of the target object is displayed on the second display interface.
[0077] That is, the grant information of the processed target object is displayed first, and when it is confirmed to be correct, the configuration information of the processed target object is displayed; for example, Figure 5 As shown, first, the incentive information of the target object after processing is displayed on the grant information verification page, such as the incentive type, the grant amount, the cancellation amount of the incentive data to be attributed, and the expiration time of the incentive data to be attributed, etc., wherein the expiration time of the incentive data to be attributed is calculated based on the resignation date and the date filled in the target resignation plan. When the first confirmation message is received, the first confirmation message indicates that the incentive information of the target object is correct, and then the configuration information of the target object after processing is displayed on the configuration information verification page, such as Figure 6 As shown, the configuration information verification page displays the target's resignation date, tax withholding deadline, fund withdrawal restriction deadline, stock withdrawal restriction deadline, message notification closure date, etc. The deadline and closure date are calculated based on the resignation date and the date entered in the target resignation plan.
[0078] In the embodiment of the present application, the grant information of the processed target object is displayed first, and only when the grant information is confirmed to be correct, the configuration information of the processed target object is displayed, thereby ensuring the correctness of the processing of the relevant matters.
[0079] In an embodiment of the present application, a confirmation message is received to confirm the grant information and configuration information of the target object to complete the resignation process of the target object, wherein, when a second confirmation message is received to confirm the configuration information of the target object, the resignation date and employment status of the target object in the object information are updated to complete the resignation process of the target object.
[0080] As mentioned above, in the embodiment of the present application, the grant information of the processed target object is displayed in the first display interface, and when the first confirmation message for confirming the grant information of the target object is received, the configuration information of the processed target object is displayed in the second display interface. Then, when the second confirmation message is received, it indicates that the configuration information of the target object is correct. At this time, the resignation date and employment status of the target object in the employee information can be updated to complete the resignation process of the target object, such as Figure 7 As shown, Figure 7 The employee information details of the departing employee C are displayed. The employee details include the employee's basic information, such as name, work number, telephone number, etc., as well as the employee's departure information, such as the departure date. The employee's grant information is also displayed. For example, for each grant, the grant number, incentive type, grant quantity, departure plan, amount of incentive data to be vested, and expiration date are displayed; the employee's configuration information is also displayed, such as the effective date of transaction-related matters and the effective date of other configured matters.
[0081] It should be noted that if the target separation plan only includes grant information or configuration information, for example, the target separation plan for target object 1 is to only cancel the granted incentive data to be vested and close the unified exchange settlement, and the target separation plan for target object 2 is to only cancel the granted incentive data to be vested, then during the separation process for target object 1, the grant information of target object 1 will be displayed on the grant information verification page. After confirmation on the grant information verification page, confirmation will be made on the configuration information verification page. When both confirmations are completed, it means that target object 1 has completed the separation process. If target object 1 only completes the grant information confirmation, it also means that the separation process is completed.
[0082] Optionally, in an embodiment of the present application, when a first confirmation message is received, the incentive information granted to the target object can be changed according to the set expiration date, and when a second confirmation message is received, the configuration information of the target object can be changed according to the set effective date.
[0083] Optionally, the processing status of the target object's resignation process can also be displayed based on the receipt of the confirmation message. The processing status includes in progress and completed. When there is grant information or configuration information confirmation to be processed, the status is grant information confirmation in progress or configuration information confirmation in progress. When the grant information / configuration information is confirmed, the status can be completed.
[0084] Optionally, the system can also record all confirmation steps of the target object's resignation process and display the matters in chronological order, as shown in Table 1.
[0085] Operator Operation content Operation time w Generate resignation process **** w Grant Information Confirmation ***** w Configuration information confirmation ******
[0086] Table 1
[0087] The following is a detailed description of a specific application scenario of the embodiment of the present application:
[0088] like Figure 8 As shown, Figure 8 This is a flowchart of a resignation processing method provided in an embodiment of the present application, which includes:
[0089] S810: Preset the processing logic of the plan to create a resignation plan.
[0090] The resignation plan includes preset processing logic, specifically processing logic for grant information and configuration information.
[0091] In the embodiment of the present application, you first need to set the name of the plan, and then select the processing items for the resignation plan, such as Figure 9As shown, it includes selecting the type of resignation, whether to sign a resignation agreement, selecting transaction-related configuration items, and selecting other configuration items; the resignation type field is only displayed when the middle office has enabled repurchase / resignation retention. Whether resignation retention / resignation repurchase is displayed depends on the configuration of the middle office; if resignation retention is selected, the retention application setting and grant data setting will be displayed and checked by default; if regular resignation is selected, the grant data setting will be displayed and checked by default; transaction-related configuration items include tax settings, unified foreign exchange settlement, asset withdrawal, and related persons; other configuration items include relationship message notifications, closing the incentive entrance, and employee unbinding; after selecting the corresponding item, you need to set the specific processing logic for the corresponding item, such as Figure 3 As shown, the grant data is set, that is, for the incentive data of incentive type a, the incentive amount to be vested when the vesting date is the departure date x is set, all are canceled, or the incentive amount to be vested is not canceled; for example, Figure 3 As shown, set the tax to be after the resignation date x, and the company will no longer withhold taxes; for asset withdrawal, after the resignation date x, withdrawal of funds and stocks are allowed; or no modification is made; for message notifications, message notifications are closed after the resignation date x; for the incentive entrance, the incentive entrance is closed after the resignation date x, and then a resignation plan is created.
[0092] In the embodiment of the present application, it is also necessary to configure applicable employees for the created resignation plan, that is, to specify which employees correspond to the resignation plan.
[0093] Optionally, after creating a resignation plan, you can also operate the plan details to view the control, display the plan details on the plan details page, and trigger the operation of modifying the plan on the plan details page, and then jump to the edit page for editing.
[0094] S820. When an employee resigns, configure a resignation plan for the employee.
[0095] In the embodiment of the present application, when an employee resigns, a resignation plan corresponding to the employee is determined, and then the resignation plan is initiated based on the resignation date of the resigned employee to generate a resignation process. Figure 10 As shown, when an employee resigns, a resignation list of the employee is generated by entering the employee information, employee email address, resignation date and resignation plan. The resignation list displays the information of the resigned employee, the resignation date, the incentive information in the grant information in the resignation plan (i.e. the grant number corresponding to the incentive data), and the resignation plan. It is understandable that the resignation date or resignation plan can also be modified. If no modification is required, the "Initiate Resignation" control can be controlled to generate the resignation process.
[0096] S830. Display the results of handling the resignation matters of the resigning employees according to the resignation plan.
[0097] In an embodiment of the present application, after the resignation process of the resigned employee is generated, the resignation matters related to the grant information of the resigned employee will be processed first according to the processing logic in the resignation plan, and then the processing results will be displayed. Specifically, the grant information verification page displays the incentive type, grant amount, and to-be-attributed incentive amount in the grant information, as well as the expiration date of the to-be-attributed incentive amount (that is, the to-be-attributed incentive amount when the attribution date is the resignation date x is completely canceled).
[0098] S840: Receive a confirmation message regarding the processing result to complete the resignation process of the resigning employee.
[0099] Administrators can perform corresponding actions using the Confirm, Delete, and Export controls on the Grant Information Verification page. When the system detects that the Confirm control has been triggered, the grant information for the departing employee is correct. Optionally, a pop-up message appears, reminding the user: Grant information will be changed immediately. Confirm submission. Upon receiving another confirmation, the system redirects to the Configuration Information Verification page, where departure matters related to the departing employee's configuration information are processed according to the processing logic in the departure plan, and the results are displayed on the Configuration Information Verification page. Specifically, the Configuration Information Verification page displays the departing employee's name, employee number, departure date, tax withholding deadline, fund withdrawal restriction deadline, stock withdrawal restriction deadline, message notification closure date, incentive portal closure date, and employee binding release date. When the system detects that the Confirm control has been triggered, the configuration information for the departing employee is correct. Optionally, a pop-up message appears, reminding the user: After submission, the departure changes will take effect at 24:00 on the specified date. Confirm submission. When confirmation is received again, it is confirmed that the departure process of the departing employee has been completed.
[0100] Optionally, the system can also display to-do items for administrators, such as a pop-up window: The grant information of xx resigned employees has not been confirmed, please go and handle it.
[0101] In an embodiment of the present application, the administrator can confirm the grant information and configuration information of multiple resigned employees. In the first-level grant information verification page, the grant information of multiple resigned employees is listed, and the grant information of a specific resigned employee can be viewed.
[0102] Optionally, in an embodiment of the present application, since the expiration date of the granted incentive quantity is set in the grant information of the resigned employee and the effective period of the resignation-related matters is set in the configuration information, the system can automatically process the corresponding matters according to the expiration date and the effective date, and notify the administrator through a message after the processing is completed.
[0103] The following describes an embodiment of the device of the present application, which can be used to execute the ESOP-based resignation processing method in the above embodiment of the present application. For details not disclosed in the embodiment of the device of the present application, please refer to the embodiment of the resignation processing method in the above embodiment of the present application.
[0104] like Figure 10 As shown, Figure 10 A resignation processing system based on ESOP according to an embodiment of the present application is shown. The resignation processing system includes: a creation module 1010, a determination module 1020, a display module 1030, and a receiving module 1040, wherein:
[0105] A creation module 1010 is used to create a resignation plan. The resignation plan includes grant information and configuration information. The grant information is used to describe the incentive information granted to the target, and the configuration information is used to describe the resignation process.
[0106] A determination module 1020 is used to determine a target resignation plan that matches the target object;
[0107] A display module 1030 is used to display the processed grant information and configuration information of the target object when the resignation process of the target object is generated according to the target resignation plan;
[0108] The receiving module 1040 receives a confirmation message for confirming the granting information and configuration information of the target object, so as to complete the resignation process of the target object.
[0109] In an exemplary embodiment, the incentive information includes incentive data to be attributed; the creation module 1010 is further used to set the effective date of the resignation processing matters according to the resignation date to create the configuration information of the resignation plan, and the resignation processing matters include closing tax withholding, closing unified foreign exchange settlement, allowing asset withdrawal, unbinding the associated persons of the object, closing the message notification of the object, closing the entrance to view the incentive, and unbinding the object; the expiration date of the incentive data to be attributed is set according to the resignation date to create the grant information of the resignation plan.
[0110] In an exemplary embodiment, the resignation processing system also includes a configuration module, which is used to configure the scope of application of each resignation plan to specify the object corresponding to each resignation plan; at this time, the determination module is further used to determine the resignation plan that matches the target object based on the scope of application of each resignation plan, and use the matched resignation plan as the target resignation plan.
[0111] In an exemplary embodiment, the determination module 1020 is further configured to, if the resignation plans matching the target object include at least two resignation plans with different scopes of application, use the resignation plan with the smallest scope of application as the target resignation plan; wherein the configuration information of the target resignation plan is not mutually exclusive with the configuration information of the other resignation plans.
[0112] In an exemplary embodiment, the resignation processing system also includes a verification module, which is used to verify and determine that the target object is in an employed status, and when it is determined that there is no pending resignation process for the target object, and when it is determined that there is no audit task for the target object, generate the resignation process for the target object based on the resignation date and target resignation plan of the target object.
[0113] In an exemplary embodiment, the display module 1030 is further configured to display the processed target object's grant information in the first display interface, and display the processed target object's configuration information in the second display interface upon receiving a first confirmation message for confirming the target object's grant information.
[0114] In an exemplary embodiment, the receiving module 1040 is further configured to update the target object's resignation date and employment status in the object information upon receiving the second confirmation message for confirming the configuration information of the target object, so as to complete the resignation process of the target object.
[0115] It should be noted that the apparatus provided in the above embodiment and the method provided in the above embodiment belong to the same concept, wherein the specific manner in which each module and unit performs operations has been described in detail in the method embodiment and will not be repeated here.
[0116] The ESOP-based separation processing system can be an independent physical server, a server cluster or distributed system composed of multiple physical servers, or a cloud server that provides basic cloud computing services such as cloud services, cloud databases, cloud computing, cloud functions, cloud storage, network services, cloud communications, middleware services, domain name services, security services, CDN (Content Delivery Network), and big data and artificial intelligence platforms. This office does not impose any restrictions on this.
[0117] Create a resignation plan, which includes grant information and configuration information, wherein the grant information is used to describe the incentive information granted to the object, and the configuration information is used to describe the resignation processing matters; determine the target resignation plan that matches the target object; when generating the resignation process of the target object based on the target resignation plan, display the processed grant information and configuration information of the target object; receive a confirmation message for confirming the grant information and configuration information of the target object to complete the resignation process of the target object; to address the problem of complex object resignation processing operations, by adding the object's grant information and configuration information to the resignation plan, and then through the resignation plan that matches the target object, when generating the resignation process, the processed grant information and configuration information of the target object can be directly displayed, so that when receiving the confirmation message, the matters related to the target object's resignation can be completed, which can greatly improve the processing efficiency of the company administrator.
[0118] In an exemplary embodiment, an electronic device includes a processor and a memory, wherein the memory stores computer-readable instructions, which implement the above-mentioned method when executed by the processor.
[0119] Figure 11 The figure is a schematic structural diagram of an electronic device according to an exemplary embodiment.
[0120] It should be noted that the electronic device is only an example adapted for this application and cannot be considered to provide any limitation on the scope of use of this application. The electronic device cannot be interpreted as needing to rely on or must have Figure 11 One or more components of an exemplary electronic device shown in FIG.
[0121] like Figure 11 As shown, in an exemplary embodiment, the electronic device includes a processing component 1101, a memory 1102, a power supply component 1103, a multimedia component 1104, an audio component 1105, a sensor component 1107, and a communication component 1108. Not all of the above components are required, and the electronic device may add other components or reduce certain components according to its own functional requirements, which is not limited in this embodiment.
[0122] The processing component 1101 generally controls the overall operation of the electronic device, such as operations associated with display, data communication, and log data processing. The processing component 1101 may include one or more processors 1109 to execute instructions to complete all or part of the steps of the above operations. In addition, the processing component 1101 may include one or more modules to facilitate interaction between the processing component 1101 and other components. For example, the processing component 1101 may include a multimedia module to facilitate interaction between the multimedia component 1104 and the processing component 1101.
[0123] The memory 1102 is configured to store various types of data to support operations on the electronic device. Examples of such data include instructions for any application or method operating on the electronic device. The memory 1102 stores one or more modules configured to be executed by the one or more processors 1109 to complete all or part of the steps in the method described in the above embodiments.
[0124] The power supply component 1103 provides power to various components of the electronic device. The power supply component 1103 may include a power management system, one or more power supplies, and other components associated with generating, managing, and distributing power to the electronic device.
[0125] The multimedia component 1104 includes a screen that provides an output interface between the electronic device and the user. In some embodiments, the screen may include a TP (Touch Panel) and an LCD (Liquid Crystal Display). If the screen includes a touch panel, the screen may be implemented as a touch screen to receive input signals from the user. The touch panel includes one or more touch sensors to sense touches, slides, and gestures on the touch panel. The touch sensor can not only sense the boundaries of a touch or slide action, but also detect the duration and pressure associated with the touch or slide operation.
[0126] The audio component 1105 is configured to output and / or input audio signals. For example, the audio component 1105 includes a microphone that is configured to receive external audio signals when the electronic device is in an operating mode, such as a call mode, a recording mode, and a voice recognition mode. In some embodiments, the audio component 1105 also includes a speaker for outputting audio signals.
[0127] The sensor component 1107 includes one or more sensors for providing status assessments of various aspects of the electronic device. For example, the sensor component 1107 can detect the open / close state of the electronic device and the temperature change of the electronic device.
[0128] The communication component 1108 is configured to facilitate wired or wireless communication between the electronic device and other devices. The electronic device can access a wireless network based on a communication standard, such as Wi-Fi (Wireless-Fidelity).
[0129] I understand. Figure 11 The structure shown is for illustration only. The electronic device may include Figure 11 More or fewer components as shown, or with Figure 11 Different components are shown. Figure 11 Each component shown in the figure can be implemented by hardware, software or a combination thereof.
[0130] In one exemplary embodiment, a computer-readable storage medium stores a computer program that, when executed by a processor, implements the aforementioned method. The computer-readable storage medium may be included in the electronic device described in the above embodiments, or may exist independently and not be incorporated into the electronic device.
[0131] It should be noted that the computer-readable storage medium shown in the embodiments of the present application can be, for example, an electrical, magnetic, optical, electromagnetic, infrared, or semiconductor system, device or component, or any combination thereof. More specific examples of computer-readable storage media can include, but are not limited to: an electrical connection with one or more wires, a portable computer disk, a hard disk, a random access memory (RAM), a read-only memory (ROM), an erasable programmable read-only memory (EPROM), a flash memory, an optical fiber, a portable compact disk read-only memory (CD-ROM), an optical storage device, a magnetic storage device, or any suitable combination thereof. In the present application, a computer-readable storage medium can be any tangible medium containing or storing a program that can be used by or in combination with an instruction execution system, device or device.
[0132] Those skilled in the art will readily conceive of other embodiments of the present application after considering the specification and practicing the embodiments disclosed herein. This application is intended to cover any variations, uses, or adaptations of the present application that follow the general principles of this application and include common knowledge or customary techniques in the art that are not disclosed herein.
[0133] The above content is only a preferred exemplary embodiment of the present application and is not intended to limit the implementation scheme of the present application. Ordinary technicians in this field can easily make corresponding changes or modifications based on the main ideas and spirit of the present application. Therefore, the scope of protection of the present application shall be based on the scope of protection required by the claims.
Claims
1. A method for handling resignation based on an employee stock ownership plan (ESOP) system, characterized in that: include: Create a resignation plan, which includes grant information and configuration information. The grant information describes the incentive information granted to the target, including the incentive data to be vested. The configuration information describes the resignation process. Each resignation plan contains grant information for multiple incentive types. Get multiple grant information corresponding to the target object; Determine target separation plans based on the incentive type of each grant information of the target object; If mutually exclusive configuration information exists among the determined target resignation plans, modify the mutually exclusive configuration information so that the configuration information of each target resignation plan is not mutually exclusive; When the resignation process of the target object is generated according to each target resignation plan, the processed grant information and configuration information of the target object are displayed; receiving a confirmation message for confirming the grant information and configuration information of the target object, so as to complete the resignation process of the target object; The creation of a resignation plan includes: Setting the effective date of the resignation processing items based on the resignation date to create configuration information for the resignation plan, wherein the resignation processing items include at least one of disabling tax withholding, disabling unified foreign exchange settlement, allowing asset withdrawal, unbinding associated persons of an object, disabling message notifications for an object, disabling the portal to view incentives, and unbinding an object; The expiration date of the incentive data to be vested is set according to the separation date to create the grant information of the separation plan.
2. The method according to claim 1, characterized in that After creating the resignation plan, the method further includes: Configure the applicable scope of each resignation plan to specify the corresponding objects of each resignation plan; Determining a target separation plan that matches the target object includes: A resignation plan that matches the target object is determined according to the applicable scope of each resignation plan, and the matching resignation plan is used as the target resignation plan.
3. The method according to claim 2, characterized in that The matching resignation plan as the target resignation plan includes: If the resignation plans matching the target object include at least two resignation plans with different applicable scopes, the resignation plan with the smallest applicable scope is used as the target resignation plan; wherein the configuration information of the target resignation plan is not mutually exclusive with the configuration information of the other resignation plans.
4. The method according to claim 2, characterized in that The method further comprises: When verifying to determine that the target object is in employment, that there is no pending resignation process for the target object, and that there is no audit task for the target object, a resignation process for the target object is generated according to the resignation date of the target object and the target resignation plan.
5. The method according to claim 1, wherein The grant information and configuration information of the target object after the display processing include: The processed grant information of the target object is displayed in the first display interface, and when a first confirmation message for confirming the grant information of the target object is received, the processed configuration information of the target object is displayed in the second display interface.
6. The method according to claim 5, characterized in that The receiving of a confirmation message for confirming the grant information and configuration information of the target object to complete the resignation process of the target object includes: When the second confirmation message for confirming the configuration information of the target object is received, the resignation date and employment status of the target object in the object information are updated to complete the resignation process of the target object.
7. A resignation processing system based on the employee stock ownership plan (ESOP), characterized by: include: A creation module is used to create a separation plan. The separation plan includes grant information and configuration information. The grant information is used to describe the incentive information granted to the target, including the incentive data to be vested. The configuration information is used to describe the separation process. Each separation plan contains grant information for multiple incentive types. A determination module, used for obtaining multiple grant information corresponding to the target object; Determine target separation plans based on the incentive type of each grant information of the target object; If mutually exclusive configuration information exists among the determined target resignation plans, modify the mutually exclusive configuration information so that the configuration information of each target resignation plan is not mutually exclusive; a display module, configured to display the processed grant information and configuration information of the target object when generating the target object's resignation process according to each target resignation plan; A receiving module receives a confirmation message for confirming the grant information and configuration information of the target object, so as to complete the resignation process of the target object; The creation of a resignation plan includes: Setting the effective date of the resignation processing items based on the resignation date to create configuration information for the resignation plan, wherein the resignation processing items include at least one of disabling tax withholding, disabling unified foreign exchange settlement, allowing asset withdrawal, unbinding associated persons of an object, disabling message notifications for an object, disabling the portal to view incentives, and unbinding an object; The expiration date of the incentive data to be vested is set according to the separation date to create the grant information of the separation plan.
8. An electronic device, characterized in that: include: one or more processors; A storage device for storing one or more programs, which, when executed by the one or more processors, enables the electronic device to implement the method according to any one of claims 1 to 6.
9. A storage medium, characterized in that: Computer-readable instructions are stored thereon, and when the computer-readable instructions are executed by a processor of a computer, the computer is caused to perform the method according to any one of claims 1 to 6.
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