Vesting Schedule details vary from organization to organization, which is why they’re completely flexible and customizable in Athennian.

To create a new Vesting Schedule for an entity:

  1. Open the record and then select General > Vesting Schedules

  2. Click New and enter a name, the length and Interval

  3. Click ‘Add Scheduled Event’ to add a custom cliff or other event

When ready, click Next to review the details. Athennian will automatically break down the schedule based on the information you’ve entered.

If you’re happy with this information, click Save. If you’re setting up an Employee Stock Option Plan, the next step would be to create an Option Plan, learn more here.

Learn how to add and manage vesting schedules in the short video below!



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