You can set eligibility criteria and equity guidelines for refresh grants & promotion grants for your Equity Review using the steps below:
Within the Comp Review Management page click Manage Eligibility (located on the left side of the page, under Equity Review)
Under the Refresh Grant Eligibility section, click the Manage button
Next, select Date of Hire from the Category drop-down menu.
Select the “Date is after” from the Filter drop-down and enter a date (e.g., 01 Aug 2022) as the Value for employees who were hired after this date to be marked ineligible.
Click Apply.
Next, you have the option of creating another layer of rules using the Additional Equity Review Eligibility:
Under the Additional Equity Review Eligibility section, click the Manage button
Next, select a Category you want to use as a criteria to filter and select those you want to be ineligible. The most common Category to use is Date of Hire
Select the “Date is after” from the Filter drop-down and enter a date (e.g., 01 Aug 2022) as the Value if you want any employees who were hired after this date to be marked ineligible.
Once you’ve entered all eligibility rules, click Apply.
A list of the ineligible employees (based on the eligibility rules) will appear. Click Apply to accept.
Optional: To grant eligibility exceptions and change ineligible employees to eligible, you can click on their name to mark their name green as eligible.
You can also click Make Eligible under the Still Eligible for Equity Review section and click any names, turning them green, for those you want still eligible for the Comp Review.
Kamsa will calculate the Equity Review budget once employee grant data is uploaded within the Equity Review tab.