Set up an Option plan

If you would like to set up an option plan, navigate to 'Equity awards' under Securities.

1. On the upper right side of the page, click on 'Manage equity plans' and select 'Create equity plan' in the drop-down menu.

2. Fill out the page to your specific needs, then click 'Create option plan.'

To update post-termination exercise period, click each item and enter the correct period. You are also able to update the post-termination exercise periods on individual grants. 

3. To add the Equity Plan documents, navigate to 'Templates' under Securities, then click 'Create document set.' 

4. To add Board and Shareholder approvals, navigate to 'Library' under Company and click 'Minute book.

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