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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.

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Then, confirm termination details:

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

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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.