To process the termination of an employee in Pulley, navigate to the stakeholder and select "Manage Stakeholder" in the top right and choose "Terminate Stakeholder"
Next, fill in the following form. The Vesting Stop Date will typically be the same date as the Termination Date.
Then, enter in the final day that an employe may exercise their options and/or the final day that your company may repurchase the employee's RSAs. If there are no options available to exercise or RSAs available to repurchase, the field will be marked "N/A".
On the final screen, you may review the employee's securities and have the option of sending an email from Pulley that provides instructions to a terminated employee on how to change their email and exercise their options on Pulley.