People

This article provides guidance on managing participants within the Eldison platform. It is intended to assist platform operators with participant management tasks.

Participant lifecycle

Invitation

Participants receive automatic invitations to the Eldison platform at appropriate times — operators cannot manually invite them. Accounts are created automatically when:

• An award requires electronic signature: participants are invited once it's their turn to sign the award letter (typically after company signature completion).
• An award lacks signature requirements: participants are invited after the award is published (and approved, if applicable).

Participants receive an invitation email containing one-time credentials and must change their password upon first login.

Note: Workspaces using SSO (like Google login) don't issue password credentials; participants log in via "Continue with Google" using their work email.

Termination

Two scenarios apply upon participant termination:

1. No assets left: Participants lose Eldison platform access if they haven't vested any assets by the termination date.
2. Assets remaining: Participants retain access, but login credentials switch to a personal email provided during termination (this happens when termination is published in ELP, not automatically on the termination date).

Both scenarios include an email notification about account changes.

Participant's profile

Fields with special meaning

• Participant Type: Determines whether a participant is an employee, freelancer, or company; affects required profile fields and document identification.
• Work Email: Primary login and notification address.
• Personal Email: Secondary email used primarily post-termination.

Other fields

Fields required for proper documentation generation.

Custom fields

Any custom field type can be configured and integrated into templates for auto-generated documents.

Importing from XLSX format

Multiple participants can be added simultaneously using the import feature under the "…" (three dots) menu in the top right corner.

Download the import template (includes full instructions), fill the xlsx file, and upload for processing. The platform provides a preview of the first 10 rows for file structure verification, and a summary at the bottom helps double-check that the system correctly identified all data.

Integrations with HR tools

The Eldison platform integrates with BambooHR and HiBob. Contact support for setup inquiries.

Integration details:

• Synchronizes participant data with basic attributes; allows custom field and rule configurations.
• Data modifications in Eldison platform are restricted once synchronization is active, maintaining data integrity with the HR system as the primary data source.
• Optional synchronization of awards from the HR system.