An employee can exercise or purchase a stock option at the price set by the option (grant price).
To record an exercise:
- Click Equity Awards in the left menu, select Grants.
- Select the stakeholder or search for the stakeholder.
- Click the menu on the right top corner and select Record Exercise under Transactions.
4. In the displayed dialog box, the grant details are displayed.
5. To specify the date from which options can be exercised, select the Exercise Date.
6. If you want to exercise all vested units, click Yes in Exercise all.
7. Alternatively, you can enter the number of Units to be Exercised under the Exercise Details table.
8. Add Supporting Documents by dragging and dropping the file or click Choose files to add any relevant contract or documents.
9. Click Save Exercise to complete the process.