Please note that the functioning of the Add and Edit modes is dependent upon the data
arrangement defined specifically for each client. As such, all functionality and field-editing
capabilities under these modes may not be completely available.
The Forfeiture page is divided into three sections:
1. The top section labeled GRANT DETAILS contains basic static grant identification
information. This identifier data will appear in the same position on each
preceding/succeeding page when viewing grant specific information.
2. The bottom-right section labeled FORFEITURE RATE GRANT LEVEL OVERRIDE
contains the grant forfeiture rate override information.
3. The left hand section contains the navigation bars to specific information about
the grant (Cancellation, Exercise, etc.). Each of these bars will will be preceded with
an * if there is specific data for that selection available. For instance, *Exercise
indicates exercise data is available, Cancellation indicates no cancellation data is
available.
Clicking on any specific bar will take you to that specific page to view the available
data.
The EXIT button at the bottom of the page will send you back to the Grant Details
page from which you originally navigated.
The VIEW, ADD and EDIT drop down at the top-right of the page are available
modes.
ADD Mode
When the ADD mode is chosen from the pull-down, a blank form is generated that allows for the
input of a new grant into the database. Similar to the Data Upload module, all existing validations
will continue to be enforced.
EDIT Mode
When the EDIT mode is chosen from the pull-down, the Forfeiture Rate definition can be changed
from Account Level to Grant Level or vice versa. When a grant-level change is saved, the
provided forfeiture rate table should be provided with one or a series of Effective Date and
Forfeiture Rate(s). Any gap between the grant date and the first effective date will be filled by
data from the group level, and then by data at the account level.