Grant Acceptance settings
What's new?
A new grant acceptance section has been added to the add, edit, and view grant details screens. Company administrators can choose to add a grant using the online acceptance settings set on the plan or record that the grant has been accepted offline. The grant import template has additional fields to support the UI changes.
How does it work?
When an company administrator is adding a grant from a plan where the grant acceptance workflow has already been configured, the plan settings are displayed in the grant acceptance section and the grant will follow this online acceptance workflow by default. Company administrators can choose to skip this online acceptance workflow entirely and mark these grants as being accepted offline where acceptance has already taken place outside of the Global Shares platform. An acceptance date can be selected (optional) and/or a signed grant agreement document can be attached (optional).
Grants that are added from a plan where no grant acceptance workflow exists, will be recorded as been accepted offline by default.
By default, grants uploaded in bulk using the grant import template will follow the plans acceptance workflow but the template also supports the ability to mark grants as offline accepted if required.
Why is it important and how am I affected?
When adding, editing or viewing grants, company administrators now have visibility as to which grant acceptance workflow a grant is following.
Company administrators now have the ability to record if any grants have been accepted offline.