Adjust Vesting Schedule

If you would like to adjust the vesting schedule of any stock or option grant, to begin you will need to have a vesting schedule template that reflects your desired schedule in the Company Info tab, under "Vesting and Departure". 

For instructions on how to create a new vesting schedule, see related articles below.

Changing the vesting schedule of a stock grant

To adjust the vesting schedule of a stock grant, go to the Ownership tab, click on "Stock", and select the grant you would like to adjust. 

From here, select "Edit", and scroll down to where you see the vesting schedule. Use the drop down menu to select a new vesting schedule. Then click "Save" at the bottom of the page to save your changes.

Changing the vesting schedule of an option grant

To adjust the vesting schedule of an option grant, go to the Ownership tab, click on "Plans and Equity Awards", then scroll down and select the ID of the option grant you would like to adjust.

From here, select "Edit", and scroll down to where you see the vesting schedule. If you already created the adjusted vesting schedule, use the drop down menu to select it. Otherwise you can click "Create vesting schedule" to create a new one. Then click "Submit" at the bottom of the page to save your changes. 

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