Processing an Employee Termination

We've created an automated and easy way to process your employee terminations that only requires one log-in.

First, head to the Stakeholders menu and select the employee to terminate under Actions.

Then, confirm termination details:

Continue

Review details including the options vested which will automatically return to the pool at the end of the departure period.

Select notification preferences and finalize termination. You can choose to send an Exercise Reminder Notice which will remind stakeholders about exercise deadlines during their departure window.