1. Elections
2. Contributions
3. Purchases
3.1. Purchase Period List
3.1.1. Click a Purchase Period for Detail
3.1.1.1. Process New Purchase
3.1.1.1.1. Process
3.1.1.1.2. Preview
3.1.1.2. New Employee Purchase
3.1.1.3. Delete Selected
3.1.1.4. Print Purchase List
3.2. Purchase List
3.2.1. New Purchase
3.2.2. Delete Purchase
3.2.3. Print Purchase
4. Dispositions
5. Reports
5.1. Run Reports
5.2. Forms
5.3. Batch Reporting Console
6. Help
6.1. Documentation
6.2. Customer Support Cases
6.3. System Help
7. Automation: Jennifer McKinley
8. Accomplishments
8.1. Total Completeness: 65%
8.2. Completed Actions
8.2.1. Debugged the routines that were already written
8.2.2. Executed on multiple environments
8.2.3. Adding structure to the log
8.2.4. Adding additional routines for missing EASI pages
8.2.5. Adding additional routines for missing MSSB pages
8.2.6. Adding additional routines for missing action links
9. Resources
10. Actions On Hold
10.1. Actions 1
10.2. Actions 2
10.3. Actions 3
11. Next Actions
11.1. Assigned
11.1.1. Action 1
11.1.2. Action 2
11.1.3. Action 3
11.1.3.1. Action 3a
11.1.3.2. Action 3b
11.2. Unassigned
11.2.1. Action 4
12. Maintenance
12.1. Import Status
12.2. Online Registration
12.3. Plan Maintenance
12.3.1. New Plan
12.3.1.1. Set Election Parameters
12.3.1.2. Update Reserve Shares
12.3.2. Delete Plan
12.3.3. Print Plan List
12.4. Offering Periods
12.4.1. New OP
12.4.1.1. View Enrollees
12.4.1.2. Activate OP
12.4.1.3. View/Update Election Parameters
12.4.2. Delete OP
12.4.3. Print OP List
12.5. Eligibility
12.5.1. Add Eligibility
12.5.2. Delete Eligibility
12.5.3. Print Eligibility List
12.6. Salary Information
12.6.1. New Salary
12.6.2. Delete Salary
12.6.3. Print Salary List
12.7. Broker Interface
12.7.1. UBS ESPP Interface Files
12.7.1.1. Transfer Log
12.7.1.2. Employee Account Files
12.7.1.2.1. Download
12.7.1.2.2. FTP
12.7.1.3. Eligibility Files
12.7.1.3.1. Download
12.7.1.3.2. FTP
12.7.1.4. Purchase Files
12.7.1.4.1. Download
12.7.1.4.2. FTP
12.7.2. Import UBS ESPP Files
12.7.2.1. Enrollment
12.7.2.1.1. FTP
12.7.2.1.2. Manual
12.7.2.2. All Disposition
12.7.2.2.1. FTP
12.7.2.2.2. Save Schedule
12.7.2.2.3. Manual
12.8. Document Library
12.8.1. New Document
12.8.2. Delete Document
12.9. Forfeiture Percentage
12.9.1. New Forfeiture Percentage
12.9.2. Delete Forfeiture Percentage
12.10. Volatility Rates
12.10.1. New Volatility Rates
12.10.2. Delete Volatility Rates
12.11. Configure Participant Portal
12.12. Lookup Table Maintenance
12.12.1. ESPP Subscription Agreement Code
12.12.1.1. Add
12.12.1.2. Remove