Where to complete an exercised equity (exit) request — Employer steps

How employers complete an exercised equity (exit) request

Overview

If an employee has exercised exit options, employers complete the process from the employer-facing Equity Plans area, not the employee help pages. This article shows where to find the request and the typical steps to finish it.

Where to find the request

• Sign in to your employer account.

• Go to Equity Plans in the main menu.

• Select Exercise Requests (this is the employer view).

• Locate the employee’s request in the list. Use filters or search by employee name if needed.

Typical steps to complete the request

1. Open the specific exercise request to review details (grant, quantities, dates, and required approvals).

2. Confirm documentation and compliance checks are complete (e.g., signatures, board approvals).

3. Record or confirm payment instructions if applicable.

4. Update the request status to the appropriate final state using the action buttons in the request view.

5. Notify the employee that the exercise has been completed.

If you can’t find the request

• Verify you are in the employer account (not the employee help pages).

• Check user permissions — you may need admin or equity manager access to view and process exercise requests.

• Refresh the page or clear filters to ensure the request isn’t hidden.

• Contact support if the request is missing or the action buttons are not available.

Feedback and improvements

If navigation or labels are unclear, please submit feedback from within the app so the product team can improve the employer flow.