How does Carta integrate with Zenefits?
Carta is the all-in-one equity management platform for private companies, investors, employees, and law firms.
When you integrate Carta with Zenefits, you can use the integration to:
Auto-draft option grants when new hires are added.
Send termination notices to Carta administrators.
Auto-create stakeholders profiles in Carta
Setting up a Carta integration
You can set up your Carta integration by selecting the Add an App option on the main dashboard and then selecting Cartafrom the list.
You'll need to have administrator permissions on the Carta account you want to link in order to set up the integration.
You'll also need to grant permissions to Carta for the following items in Zenefits:
- Company's Employer Identification Number (EIN)
- Company's legal name
- Basic company information
- Company departments
- Company locations
- Employee employment information
- Employees' basic information
- Employees' work departments
Using the Carta integration
Connecting Carta to your company offer letter
- Stock numbers
- Stock percent
- Stock vesting
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