Promotion Grant Guidelines

You can select from two different approaches to establish Promotion Grant Guidelines for an Equity Review:

1. New hire grant guideline for New Role MINUS Unvested Shares

   This is the more common approach to establishing promotion grant guidelines. To upload the latest equity grant data for employees, click on Upload Equity Data button within the Comp Review Management page to download the template needed to upload employees’ and Options Grant Amount, Grant Date, and Unvested Shares into Kamsa. 
   
   

   Once you have uploaded employees’ equity grant info and entered the equity guidelines, Kamsa will calculate the Recommended Options Grant for employees getting promoted. 
   
   

   Note: In situations where the new hire grant guidelines for the new role an employee is getting promoted into, minus their unvested shares lower than 25% of the new hire grant guideline for their current role (e.g., refresh grant guideline), Kamsa will default to the higher of the two calculations.

   
   

2. Certain % of the New Hire Grant Guideline for New Role

   The other approach to establishing promotion grant guidelines you can use is to provide a percentage of the new hire grant guideline for the new role the employee is transitioning to. 

   
   

   To select this approach, under the Promotion Grant Guidelines section, click Edit, then select the radio button for Certain % of the New Hire Grant Guideline for New Role. 

   
   

   Then, enter the percentage of the new hire grant guideline you’d like to provide employees getting promoted and click Save Changes. 

   
   

   Kamsa will use this percentage to calculate the Recommended Options Grant based on the new hire grant guideline for the employee’s new role - e.g., their Job Group (Technical vs. Non-Technical) and Job Level.