Let’s add eligibility rules to the Equity Review; go to Comp Review Planning, then click on Manage Eligibility.
To create an eligibility rule for Refresh Grants, click on Manage.
Once the Refresh Grants eligibility rule is added you can see the list of employees who are not eligible for Refresh Grants by clicking on “see list.”
Additional Equity Review Eligibility is also available. To create Additional Equity Review Eligibility, click on Manage.
The pop-up that appears includes different criteria that you can set. Once you create additional eligibility rules, Kamsa will list all of the employees who fit the criteria you selected, and you’ll be able to add exceptions to the rule.
For example, if you create an eligibility rule based on the country, the employees hired on or after the chosen date will be excluded from this Equity Review. When you click Apply, a list of employees who are not eligible for the review based on their country will appear. You can choose employees who should still be eligible for the equity review from this list.
Note: If someone is made not eligible in the Additional Equity Review Eligibility section, then they will also not be eligible for a refresh grant.
Once you set eligibility criteria, the shares budget calculation will exclude the employees who you identified as not eligible.