Summary

Plan Types differentiate between the entitlements to shares at different levels in an organisation.

For example, members of the executive team may have different entitlement criteria to a member of the processing team.

Procedure

Positions are linked to a Plan Type by tagging them in the Select Positions window. Click an additional Add or Edit to reach this window.

Using Plan Types

Plan Types are used in the Issues entity to determine an employee’s eligibility for Share Issues.