Manage vesting and option lifecycle events

Handle cliffs, goals, pauses, acceleration, transfer, termination, and exercise.

Last reviewed: 2026-08-25

Review vesting

Open the offer or participant to review start date, cliff, schedule, vested amount, goals, pauses, and previous lifecycle events.

Supported lifecycle actions

• Assess goal — record whether a goal-based condition has been met.
• Pause — stop eligible vesting according to the supported plan behavior.
• Accelerate — increase vesting according to an approved acceleration event.
• Transfer — move an eligible offer relationship using the supported workflow.
• End — record participant or offer termination and its treatment.
• Exercise — record action on eligible vested options.

Before confirming

Check the effective date, affected participants, vested and unvested quantities, pool availability, exercise terms, and resulting issued or reserved position. Attach supporting approvals.