How to terminate stakeholders without an HRIS integration
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1. Navigate to Essentials → Manage stakeholders
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To terminate an individual stakeholder:
Locate the person you wish to terminate
Click the button to the right of their row and select Terminate stakeholder
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To terminate multiple stakeholders:
Check the box to the left of each applicable stakeholder’s row
Click Bulk actions and select Terminate selected stakeholders
2. Fill in the new relationship, termination type, and termination date for each stakeholder.
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Ensure each stakeholder’s Contact email is up-to-date.
3. Review each terminated stakeholder's associated equity details.
Click > to the left of a stakeholder’s name to review the details of any outstanding equity awards.
If you need to modify a grant's Last day to exercise, click Edit. Update the date and click to save.
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Confirm the details and click to finalize.
Review the information for accuracy. Ensure all data for each employee is correct before processing the termination.
Check the box to verify the Days remaining to exercise (if applicable).
Optionally, select whether to receive an emailed copy of termination details for each stakeholder.
Click Terminate to proceed.
The following screen will display confirmation of the termination(s), as well as any Suggested next steps and information about any email communications to be sent to the terminated stakeholder(s).
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Depending on the stakeholder(s) being terminated and the nature of their associated holdings, what you do next will vary.