Modifying a Group of Grants
This topic provides an overview of mass grant modifications and discusses how to modify a group of grants.
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Page Name |
Definition Name |
Usage |
|---|---|---|
|
ST_RUNCTL_MOD_GRNT |
Enter the criteria to select the grant or grants to modify. |
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ST_MOD_OPTIONEES |
Specify the optionees whose grants you want to modify. |
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ST_MOD_GRANT |
Modify the grant parameters. |
The types of adjustments that you can make to grants depend on the source of the grant, the option type, and the transactions that have occurred since the grant date. Use the Maintain Mass Grants component to modify a group of grants using the Modify Grants (ST_MOD_GRANT) Application Engine process. (Use the Grants component to modify an individual grant.)
Pending grants are counted toward the ISO limit if the pending grant is the grant being generated. During the Modify Grants process, or an online process of changing the grant status from Pending to Active, the ISO validation occurs again, which may change the ISO/NQ split if an employee has more than one ISO grant in Pending status.
Use the Maintain Mass Grants - Criteria page (ST_RUNCTL_MOD_GRNT) to enter the criteria to select the grant or grants to modify.
Navigation:
Note: To start the Modify Grants process, click the Run button on any page in this component.
Use the Maintain Mass Grants - Optionees page (ST_MOD_OPTIONEES) to specify the optionees whose grants you want to modify.
Navigation:
This example illustrates the Maintain Mass Grants - Optionees page.
Field or Control |
Description |
|---|---|
Optionees Online |
Click to populate the grid with grant information matching the criteria entered on the Maintain Mass Grants - Criteria page. You can then review the list of optionees and, if necessary, add or delete rows before you run the Modify Grants process. |
Optionee Report |
Click this button to indicate that you want to generate a text file that lists the grants that meet the criteria on the Maintain Mass Grants - Criteria page. The system does not create the text file until you run the Modify Grants (ST_MOD_GRANT) process. If you want to review the report before modifying grants, first run the Modify Grants process without specifying any modification. After you review the text file, you can enter the grant modification parameters before rerunning the Modify Grants process to make the modifications. |
Optionees - General Tab
The Optionees grid is populated when you click the Optionees Online button.
Field or Control |
Description |
|---|---|
EmplID, Name, and Grant Number |
These values identify the grant to be modified. |
Grant Info 1 Tab
This tab displays the option type, grant reason, and grant price for the grant.
Grant Info 2 Tab
This tab displays the vesting ID for the grant. It also indicates whether the grant can be exercised before vest or transferred.
Agreement Tab
This tab displays the agreement ID, agreement status and date for the grant.
Variable Comp Tab
This tab displays the variable compensation plan ID, period ID, group ID, and employee record number for the grant.
Use the Maintain Mass Grants - Modify page (ST_MOD_GRANT) to modify the grant parameters.
Navigation:
Enter data in only those fields that you want to modify. For example, to change the agreement ID, make your selection in the Agreement ID field and do not touch the other fields.