There are occasionally circumstances in which it is necessary to override the system calculation of a participant's vesting percentage, the most common being when they are terminated and their non-vested balance has been forfeited. To do this follow the steps below:
- Go to the Edit Census screen, and select the participant from the drop-down above the grid
- Click the 'Vesting Override' link
- For all relevant sources, change No to Yes in the Override column and enter the actual vesting percent in the Vesting Percentage column - just the number, no % sign
- Either way you will need to re-run the scrub and the vesting report, or one of the financial reports or a set of participant statements
Note that once this is set, it will not change unless you remove the override or change the vesting percent. This override should not be used for active participants.