How do I create a 'Grant Template'?

On Capdesk you are able to create a template to simplify the process of recording equity awards on Capdesk.

If you have lots of options to issue on Capdesk with the same vesting schedule, it may be quicker to create to use our 'Grant template' feature.

These templates can be chosen when creating grants, instead of entering all of the vesting schedule parameters. 

To create a grant template, go to the relevant equity awards page from the left-hand menu and selecting the 'Grant Templates' tab and clicking on 'Add New Template'.

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You’ll then be directed to the page where you input the vesting schedule details.

'Template Name' (mandatory) - the name you want to give this particular vesting schedule e.g. EMI 2019.

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Selecting the vesting schedule type:

You can read this article for an explanation of the different automatic vesting schedules:
https://support.capdesk.com/vesting-types-for-grants

'Vesting on' (mandatory) - select when in the month, the equity award should vest. It can currently be one of three options:

  • 'Start of month': The beginning of each month to vest, e.g. 1st of January, 1st of February, 1st of March, 1st of April, etc.
  • 'Last of month': At the end of each month, e.g. 31st of January, 28th (29th) of February, 31st of March, 30th of April, etc.
  • Same date: This will the same day of the vesting start date, e.g. 14th of January, 14th of February, 14th of March, 14th of April, etc.

'Vesting Months' (mandatory) - the total vesting period in months including any cliff e.g. if it vests over 4 years, it will be 48.

'Vesting Cliff' (non-mandatory) - this is the period (in months) where none of the equity award are vested. This can be left blank if the equity award starts vesting immediately.

'Cliff Percentage' (non-mandatory) - at the end of the cliff period, a % amount will vest. E.g. 12 vested out of 48 equity awards in total (12/48 = 25%).

'Vesting Interval' (mandatory) - The frequency of vesting either or after the cliff period. If monthly, input 1. If quarterly, it'll be 3. If annually, it’ll be 12 etc.


Once you have filled in the vesting schedule details, click on 'Save'.

Note: Custom schedules i.e. milestones/conditions are not supported.

Once you have added the template, they will appear on the 'Grant Templates' tab.

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You can now issue an equity award and modify the vesting using the vesting schedule template you have created by selecting it from the drop-down menu.

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If you need further assistance, you can reach out to us by submitting a support ticket.