You can input a ‘Global’ Payout percentage in the first card on the evaluate screen and can select an evaluation date. The evaluation date will be the vesting date associated with the tranche once submitted.

The ‘Global’ payout percentage can be overwritten on a grant-by-grant basis in the ‘Equity grants’ table below. Users can input a specific payout % or quantity for each individual grant as necessary.

For example, Employee A has achieved 50% of the milestone whereas Employee B has achieved 100% of the milestone.

How to evaluate milestones?