Open option exercise window

Opening an exercise window allows employees to exercise their options from a specific plan. This process can be managed through the plan management screen by enabling the exercise window and setting the appropriate dates.

  1. Access Plan Management:

    • Log in and navigate to the "Plan Management" section.

  2. Select the Plan:

    • Choose the plan for which you want to open the exercise window.

  3. Enable Exercise Window:

    • Turn on the "Exercise Window" option.

  4. Set Dates:

    • Define the start and end dates for the exercise window. If these are left blank then the exercise window will be open indefinitely.