The page allows you to set schedule for all grants, so it can be assigned to specific
grants, or group of grants. This setting is useful for MPA Awards and Liability
Awards.
Setting up Reusable Schedules
1. To setup a new Schedule Code, type in a 5-digit alpha, numeric or alpha-numeric
value in the input box.
2. Alongside in the Schedule Name, enter a descriptive name to be associated with
the Schedule Code.
3. A Type value is required. The values are MPA and Non-MPA, which allows for the
appropriate columns in the section below to be unlocked.
For MPA type, all columns, including the Vest Start Date are available for Edit/Input.
For Non-MPA type, only Effective Date and Fair Value are available for Edit/Input.
4. To the right of the input area are two controls:
i. Delete, which deletes the Schedule Code and Schedule Name
ii. View Effective Date Schedule Line, which activates the Schedule Lines
below.
5. Enter Effective Date and Service Period End Date, Instrument Multiplier, EPS
Market Multiplier, EPS Perf Multiplier, Exercise Price and Fair Value in the Schedule
Lines. Please note that the only required fields to create an Schedule Line is the
Effective Date (required) and any one of the subsequent input values. This setting
can be used for MPA Awards and Liability Awards where the Fair Values may require
updating.
Liability and Non-Employee Awards Effective Schedule Assignment
This setting allows assignment of schedules at a grouped level for Liability and Non-Employee awards.
The fixed grouping levels are at Grant type, Plan Name, Award Type, Award Subtype
and Award/Settlement. Additional grouping levels are those that have been defined
in the User Defined Lists or in the Lists page.
For each Grouping Value, the Effective Schedule defined in the section above are
available. One schedule can be assigned to multiple grouping values.