This page has two sections: Equity settings (how equity data is valued and displayed in the worksheet) and Exchange rates (custom FX rates used across the cycle). Changes to equity settings trigger a full data re-snapshot. Read the save behavior section below before making changes.

This page has two sections: **Equity settings** (how equity data is valued and displayed in the worksheet) and **Exchange rates** (custom FX rates used across the cycle). Changes to equity settings trigger a full data re-snapshot. Read the save behavior section below before making changes.


 ![image.png](https://support.pave.com/api/attachments.redirect?id=589755c2-d35c-4875-b7ac-3d1004ccd509 " =3272x1276")


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**Save behavior (snapshot required)**

Clicking **Save** on this page does not silently apply your changes. A confirmation dialog appears with this warning:

> "This action will run a full re-snapshot of your integration data. Snapshots with changes to equity settings cannot be reverted."

Saving triggers a full refresh of your HRIS and EMS data to apply the new values to the cycle. **This action cannot be undone.** Confirm only when your equity settings are correct. Click Cancel to go back and keep reviewing.


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**Equity settings**

**Set share price:** The per-share price used to value current and new equity grants throughout the cycle. Required. All equity cash values displayed in the worksheet are calculated using this price. Enter the value in your cycle's base currency.

**Round equity shares:** Controls how share counts are rounded when calculating new grants. Options:

* **Up:** always rounds up to the nearest whole share
* **Down:** always rounds down to the nearest whole share
* **Nearest:** rounds to the nearest whole share (default)

Choose the option that matches your company's equity grant rounding policy.

**Show next year vesting:** Toggle. When on, the worksheet displays a projection of each employee's next year of vesting from equity summary columns. Gives planners additional context about total comp when making refresh or promotion grant decisions.

**Show share count:** Toggle. When on, equity awards display both the cash value and the underlying share count. When off, only the cash value is shown. Turn this off if you want planners to think purely in dollar terms.

**Lock equity currency:** Optional. By default, planners can toggle equity values in the worksheet between the cycle base currency and each employee's local currency. Use this field to override that behavior and lock equity to a specific currency for all planners. Leave blank to preserve the default toggle behavior.

**Equity grant display:** Controls how equity grants are shown across all grant columns in the worksheet. Options:

* **Number of shares:** grants are displayed as a share count (default)
* **Currency:** grants are displayed as a cash value

This setting applies to all grant columns, not individual ones.

**Program-specific details:** Click **Setup** to open a drawer where you configure details for each equity program included in this cycle. The drawer shows one panel per equity program (matched by column), plus a **Default** panel whose values apply to any program with "Use default" checked.

Each program panel contains:

* **Type** (required): the equity award type. Options: Common Stock, Options, RSUs, RSAs, Performance grants
* **Exercise price:** the strike price used to calculate the net value of new grants. Required when type is **Options**. Optional for other types.
* **Cliff end date:** the cliff date for new grants in this program, used to calculate vesting progress. Must be before the vesting end date. Optional.
* **Vesting start date** (required): when vesting begins for new grants
* **Vesting end date** (required): when vesting ends. Must be after the vesting start date.
* **Vesting interval** (required): how frequently vesting events occur. Options: Year, Quarter, Month

For any non-default program, check **Use default** to inherit all values from the Default panel instead of entering them individually. Unchecking reverts the program to an empty form.

Changes to program-specific details save independently from the main equity settings form and do not trigger a re-snapshot.


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**Exchange rates**


 ![image.png](https://support.pave.com/api/attachments.redirect?id=04f7fe3e-7f4c-40b1-a622-c0595f0f14dc " =3224x1138")

**Currency Converter:** A live calculator on the left side of the Exchange rates section. Select two currencies and enter an amount to see the converted value using the rates currently stored for this cycle. This is a read-only reference tool. It does not set or edit rates.

**Exchange rates table:** Shows all currencies with their stored rate against USD. The table is searchable by currency name or code and is paginated. Two actions are available at the top of the table:

* **Download CSV:** exports the current exchange rates as a CSV file. Always available.
* **Upload:** imports exchange rates from a CSV file via a guided importer. Disabled when the cycle is finalized. Use this to bulk-set or update rates before or during the planning window.

Exchange rates are frozen as of the cycle start date. They do not update automatically with market changes after the cycle begins. Verify your rates before the cycle goes active. Planners will use these rates for all multi-currency salary comparisons and aggregations throughout the cycle.


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**Audit log**

A full history of changes to this page is accessible via the **Audit log** button in the top-right corner of the page. Use this to review who changed equity settings or exchange rates and when.

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