Company admins
Earning schedules
The rulebook for how units are earned. Build it once, use it for everyone.
Company adminGrants & vestingNew vesting schedule
A schedule answers one question: how does somebody actually earn the units you gave them? Most companies need two or three schedules in total, not one per person.
The form, field by field#
- Name
- For you, not the employee. Something like Standard four year or Managers 2026.
- How units are earned
- By time for the calendar alone. By KPI for goals alone. Time + KPI for both running together.
- How long until fully earned
- In years. Four is the common answer. After this long, somebody who stays has earned the whole grant.
- Waiting period before anything is earned
- In months. Nothing at all is earned during it, and leaving inside it means keeping nothing. When it ends, the whole period lands at once. Twelve months is the common answer.
- Which KPI, and how many units it unlocks
- Only on a goal based plan. Pick a goal from your list and say how many units meeting it releases.
Tip. The screen shows a worked example in plain English as you type, using real dates. Read it back before saving. If the sentence does not say what you meant, the settings are wrong.
A worked example#
Four years, twelve month waiting period, by time. Give somebody 1,000 units today and they earn nothing for twelve months. On the first anniversary 250 units land at once. From then on they earn about 20.8 units a month, and are fully earned four years from the grant date.
Choosing between the three#
| Model | Good for | Watch out for |
|---|---|---|
| By time | Keeping people. Simple to explain and nothing to administer. | Rewards staying, not performing. |
| By KPI | Driving a specific result. | Somebody has to review claims honestly, every period. |
| Time + KPI | Most real plans. A base for loyalty, a bonus for delivery. | Explain clearly which units are which, or people get confused. |
Changing a schedule later#
Careful. A schedule already in use by a grant cannot be deleted, on purpose. Deleting it would silently change what people have been promised. Create a new schedule and use it for future awards instead.