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:
- On the census screen use the Participant Record drop down to select the participant
- Click the Edit Participant Record button
- 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
Note, 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.