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Multiple Mass Grants

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Demande de démonstration
Is there an ability to create multiple types of mass grants? For example, both option grants and RSU grants? Or do I need to choose one and then manually enter the other one for each reporting person?
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Commentaires

3 commentaires

Date Votes
  • Mike Davis
    Hi Shannon!

    Thanks for you question. The good news is yes, you do have the ability to create more than one type of mass grant.

    If I am following you correctly, to achieve what you are looking for you'd first need to create a mass grant with the security type of "Options" and apply to the corresponding Reporting Person. Then, create your second mass grant with the security type of "RSU" and when the second mass grant is done, click "Create Forms"  and you will be asked to append to existing forms. You'll want to keep that checked, which will allow each reporting Reporting Person to have one form with both grants showing.



    Does that make sense? Let me know if you have any questions for me on the above, or need anything else. Always happy to help! Take care in the meantime and have a great day!
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  • Shannon Atchison
    Awesome, that worked! I emailed the customer support and they told me it couldn't be done. Thank you!
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  • Mike Davis
    You're very welcome. Happy to help :)
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