If you have sent your offers out for signing through Cake, once the offer has been accepted, the options are automatically granted by the system on the date that the employee signed the Offer Letter.
If your employee needs help accepting their ESOP offer, they can find a set of instructions here -
Method 1:
If your employee has already accepted their offer outside of Cake, instead of clicking 'Send Offer', click Grant. This will ensure no new offer documents are sent to the employee to sign and will simply grant the offer and kick off the auto-vesting!
Method 2:
If your employee has not yet signed a contract, instead click Send Offer.
Select the relevant offer letter template, and then click next.
3. choose either e-mail or share link option to finalise the grant of the offer letter, and then select Finish
If you need to update the grant date for any particular reason, that's fine! Just click on the employee's name in your offer list and click Details in the top right corner.
In the next screen, scroll down to the transaction history and delete any 'Options Granted' or 'Options Vested' transactions. This will take the offer back to the 'Waiting to be granted' stage and you can manually update the grant date to the relevant date.