Dashboard Overview

The dashboard shows Summary information on your companies stock option plans. The graph shows relative counts per plans total shares, shares granted and shares remaining.

Navigation Overview

All site navigation is handled through the menu at the top of the screen.

Stock Class List

The stock class list shows you all stock classes. You can create new stock classes by selecting the "Create New Stock Class>" link and see detail or edit existing plans by selecting the related link.

Stock Class Details

Set the Plan name and total number for the stock class, Click "Submit" to save changes and "Remove" to delete the stock class.

Stock Holder List

The stock holder list shows you a searchable list of stock holders. You can create new stock holders by selecting the "Create New Stock Holder>" link and see detail or edit existing holders by selecting the related link.

Stock Holder Details

Set the Participant stock holder name, stock class, date of sale, price per share and the number stocks. Click "Submit" to save changes and "Remove" to delete the stock holder.

Plans List

The plan list shows you all existing plans. You can create new plans by selecting the "Create New Plan>" link and see detail or edit existing plans by selecting the related link.

Plan Details

Set the Plan name and total number of shares allocated, Click "Submit" to save changes and "Remove" to delete the plan.

Vesting Schedule List

The vesting schedule list shows you all existing vesting schedule. You can create new vesting schedules by selecting the "Create New Schedule>" link and see detail or edit existing vesting schedules by selecting the related link.

Create Vesting Schedule

Set the Vesting Schedule name and define the vesting periods.

• The period amount defines the number of period durations for this period
• The period duration defines the length of time this period is for in combination with the period amount
• The amount type defines how the amount of is calculated - either a percentage or a fixed amount of shares.
• The amount defines either the percentage or share amount to vest in this period.
• The number of periods defined the count of periods over which this vesting calculation is defined.
• On the last period you can choose to let the system calculate either the amount or periods to satisfy the grant.

• Period duration can be over days, weeks, months or years
• Amount type can be percentage or shares
• In the example above each period reads as
  1. Every 6 months vest 12 percent of the options granted. Do this every 6 months 2 times
  2. Every 4 months vest 8 percent of the options granted. Do this every 4 months 3 times
  3. Every 2 months vest 4 percent of the options granted. Do this every 2 months 6 times
  4. Every month vest N percent of the options granted. Do this every month and calculate how many N times until all shares in grant are vested.
  5. See below in the optionee section show this vesting schedule gets calculated for every vesting increment.

Termination Date List

The Termination date list shows you all existing termination date definitions. You can create new termination dates by selecting the "Create New Termination Date>" link and see detail or edit existing termination dates by selecting the related link.

Absolute Date

To define a termination date on a absolute date select the "Is Absolute Date" check-box and enter the appropriate date.

From Dates

You can create a termination date in the future relative to the Grant Date, Vesting start date or a specific entered date.

From Specific Date

For a specific date, enter the date and the years, months and days from the enter date for the grant to expire.

Save Termination Date

For termination dates from grant date or vesting start date enter the years, months and days from then for the grant to expire

Participant Search

The participant list lets you search for participants in the system or be able to create new participants by selecting the "Create New Participant>" link and see detail or edit existing participants by selecting the related link..

• Any - will find matching participant names that match any of the words entered in the search bar
• All - will find matching participant names that all of the words entered in the search bar
• Exact - will find matching participant names that are an exact match of the words entered in the search bar

Save New Participant

Set the participants name and site access information. Username and email address will be used to send a activation email and grant access to the site. If selecting integrated access with a Google account just the email address is required and a activation email is optional

Save Existing Participant

The options for participant site access

• Username - the user name that can be used to access this site
• Email Address - the email address that can be used to active and set access to this site
• Create New User - if user information is changed this option will create new access settings, but leave any old access settings
• Update User - if user information is changed this option will overwrite existing access settings
• Delete User - The user access related to this account will removed from the system
• No User Action - Nothing will be changed.

Grant Search

The grant list lets you search for grants in the system by participant name or be able to create new grants by selecting the "Create New Grant>" link and see detail or edit existing grants by selecting the related link..

• Any - will find matching participants that have grants that match any of the words entered in the search bar
• All - will find matching participants that have grants that all of the words entered in the search bar
• Exact - will find matching participants that have grants that are an exact match of the words entered in the search bar

Participant Search

The participant field lets you search for participants in the system who you want to assign this grant

Create Grant

Once a participant is selected, choose the plan, vesting schedule, grant date, vesting start date, share price, shares granted and termination date this for this grant.

Email

If the administrator grants access to the site a email message will be sent to the participant so they can active their account.

Activate

The email link will bring the participant to a page to enter a password for access and accept the terms and conditions of this site.

Login

Dashboard Overview

The graph is cumulative for each plan the participant is in (i.e. if they have multiple grants in a single plan that will be a summed view)

Summary Overview

They can see the total amount of currently vested and unvested shares in this view.

Grant List

The grant list shows the incentive plans this participant has been granted and see details of the grant by selecting the related link..

Grant Details

The grant details section show all pertinent information of the grant

Grant Schedule

The fully calculate vesting schedule can be view here. The vesting schedule is calculated for all shares granted.

Grant Views

You can use the view specific detail radio button to show just the details needed

• Show Period - show/hide the sequential period number
• Show Details - show the percentage and shares increments for each vesting period
• Show Total - show the cumulative percentage and shares for each vesting period
• Show Vested Only - only show periods that have vested before the current system date