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Pause Vesting for Option Holders

Pause the auto-vesting schedule when employees take extended unpaid leave or other situations where vesting should temporarily stop according to your Plan documents.

Pause Vesting Process

  1. Click Incentive plans from the main menu

  2. Select Options from the dropdown

  3. Click View pool on the relevant option plan

  4. Find the option holder in your offer list

  5. Click Offer actions on the right-hand side of their offer

  6. Choose Pause vesting from the dropdown menu

  7. Enter the pause date and optionally add a resume at date if known

  8. Click Save

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The auto-vesting will stop from the pause date you specify and automatically resume at the date specified (if set).

Resume Vesting

If you didn't set a resume date initially or need to change it:

  1. Click Offer actions on the paused offer

  2. Select Edit pause from the dropdown

  3. Add or update the resume date

  4. Save your changes

Vesting will pick back up where it left off from the resume date, maintaining the original vesting schedule.