How does an Admin review a stock option exercise request?
Access the Exercise & Releases Page or via the Tasks center
Log in to the admin portal.
Go to the Tasks center or navigate to the Exercise & Releases page, then select the Options tab.
Locate the Exercise Request
Find the exercise request you wish to review in the table.
Use filters or sorting to help locate pending requests.
Open the Request Details
Click the kebab menu (three dots) next to the exercise record.
Select “View details” to open the exercise details form.
Select approve to open the review side drawer
Edit Request Details (If Needed)
If the request is in a pending approval state, you can click “Edit” to update editable fields (e.g., quantity, price, FMV, tax withholding and date
Changes to calculation fields will update related values in real time.
Approve, Reject, or Delete the Request
Use the kebab menu or action buttons to:
Approve: Opens a side drawer or page to confirm details and submit approval.
Reject: Opens a side drawer to add notes and confirm rejection.
Delete: Available for pending requests only.
Undo Approval/Rejection: Available for certain statuses
8. Confirm and Submit
When approving, review all details and click “Submit”