You can configure all grant related settings in the Grant Configurations window. These settings will help you add approvers for your Grant letters, Adding Custom fields to track additional information for your employees’ equity grants.

 

Add Grant Approvers

Using the Grant Approvers page, you can set the list of approvers to sign or approve the grant letters.

 

To add a Grant Approver:

  1. Type the first name, last name, and email ID of the designated approver.
  2. Click Add Approver. Their name will be added to list of approvers. You can select this approver while awarding an ESOP to your employees.

 

 

 

Edit Grant Approvers

To edit a Grant approver:

  1. Click   against the approver, and select Edit Approver.
  2. In the displayed dialog box, make the relevant changes.
  3. Click Edit Approver.

 

 

Delete Grant Approvers

Please be mindful that deleting Approvers is permanent and cannot be reversed. Please ensure that there are not grants pending approval for the Approver before proceeding. 


To delete a Grant approver:

  1. Click   against the approver, and select Delete Approver.
  2. In the displayed dialog box, confirm the action by clicking Delete Approver.