Creating Grant Templates (Vesting Schedules)

You are able to create a template to simplify the process of issuing equity awards on Capdesk.

Templates can be applied to multiple grants that have the same vesting schedule, instead of entering the vesting schedule parameters multiple times.

1. Go to Equity Awards > Options > Grant Templates.

2. Click Add new template.

3. Enter the appropriate information related to the vesting schedule parameters:

• Template name (mandatory) - This is the vesting schedule name. You can use any reference of your preference, such as plan name, vesting schedule type, vesting schedule length, etc.
• Vesting type (mandatory) - A list of all automatic vesting schedules.
• Rounding (mandatory) - Select how fractional shares will be rounded in Capdesk for each vesting event.
• Vesting on (mandatory) - Select the day of the month when options should vest (first day of the month, last day of the month, or same date as the vesting start date).
• Vesting period (months) (mandatory) - Total length of the vesting schedule, including the cliff.
• Vesting cliff (months).
• Vesting cliff percentage.
• Vesting interval (months) (mandatory) - Length in months of the vesting intervals.

Click Save.

Performance-based schedules are not supported for Grant Templates.