You can use the import file to reflect grant exercises in bulk when you have multiple grants.
To record offline exercises via import file, it is necessary to obtain the ID of the grants you want to reflect the exercises transactions for.
1. Go to Equity Grants > Options > Grants.
2. Find the relevant option grant > View.
3. Find the ID number on the right-hand drawer.
4. Alternatively, you can download the Grant overview report for a list of all grant IDs currently on to Options > Reports.
5. Click Option grant overview.
6. Open the spreadsheet and check column Grant ID.
7. Go to Grants > Import offline grants.
8. Expand the collapsible menu Download import file template and download the Advanced granting template.
9. To reflect cancellations, fill in the mandatory fields:
Grant ID - the ID of the grant that you are amending
Date - the date of the exercise transaction
Registered - the date of the exercise registration (this is usually the same as the date of the exercise)
Quantity - the number of options you wish to exercise
Reason - you will need to add ''exercise'' to name the transaction
10. Return to the Import data page and click Upload.
11. The uploaded file can be edited or removed, otherwise, click Import data.
12. The platform will process the data in the file. Click Publish to publish the transactions or Review Imported Data to review them.
