Expiration Policies

An expiration policy is what determines how much time a shareholder has to exercise their options after termination. To view or modify Expiration Policies, click “Equity Plans,” then “Plans & Vesting” from the Dashboard, then click on the Expiration Policies tab.

Click to enlarge

After creating the policy, you can adjust each issuance to use that policy:

Click to enlarge

When you terminate the shareholder in the system, the auditor will base the vested shares cancellation date on the amount of time you indicated in the policy.

Related Articles