Finalizing multiple equity grants

Resource Group

Select a resource group to finalize only the pending records for resources that belong to the resource group.

Note: 

If you do not select a resource group or an Employment ID range, then all pending records are finalized.

Employment ID Begin, End

Select a range of employment ID to finalize only the pending records for resources that are included in the range.

Note: 

If you do not select a resource group or an Employment ID range, then all pending records are finalized.

Equity Type

Select an equity type to finalize only the pending records for that equity type.

Default Grant Date

This field is required if you select Default Grant Information And Finalize or Finalize Only as an update option. This date is used for records that do not have a grant date.

Update Option

Select the appropriate update action.

• Select the Default Grant Information Only option to populate the equity information from the equity planning rule without finalizing the equity grant.

  Use this option to populate the equity grant record with the default equity grant information and then change any values as needed. Use the Finalize Only option to finalize the equity grants with your changes.

  Note: 

  If you specified manual updates in fields where the default values exist on the planning rule, then your updates are overwritten when you perform this action.

• Select the Default Grant Information And Finalize option to finalize the equity grants without changing any default values. You must also select a Default Grant Date to be used for records that do not have a default grant date from the planning rule.

• Select Finalize Only to finalize the equity grant with all your manual updates preserved. You must also select a Default Grant Date to be used for records that do not have a grant date.

or

Click Schedule to set up a schedule for processing the records.

See Update option results.