You can use the import file to reflect grant cancellations in bulk when you have multiple grants.
To record cancellations via import file, it is necessary to obtain the ID of the grants you want to reflect the cancellations transactions for.
1. Go to Equity Awards > 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 Issue grants > Import offline.
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 cancellation
Quantity - the number of options you wish to cancel
Reason - choose one reason from the dropdown menu in the spreadsheet
Note - a message which will be visible to the grantholder explaining the cancellation
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.
