Defining vesting schedules

  1. Select Benefits > Set Up > Vesting Schedules.
  2. Click Create.
  3. Specify the Benefit Vesting Schedule name and a description.
  4. Click Save.
  5. After saving the vesting schedule, the Vesting Details section appears. Specify this information:
    Periods of Service

    Specify the number of years of service required for each level of vesting. At least one year must be defined.

    Vested Percent

    Specify the employee's vested percentage for this year of service.

  6. Click Save.