Compt: How to Give a Spot Bonus - Admins

Admins give spot bonuses from Team in the side nav. Select the Employee or Employees, click Actions, click Give Spot Bonus, enter the amount, choose the stipend the funds go to, and click Confirm Bonus.

You can add a spot bonus to a stipend the Employee already has, or to a dedicated Spot Bonus Stipend. Create a Spot Bonus Stipend once in Manage stipends, under Rewards & Recognition. It has a default amount of $0 and does not show up for Employees until they are given a spot bonus. There is no step to assign Employees to it from the Team page.

OVERVIEW

Compt is a platform employers use to manage stipends, reimbursements, and Business Expense programs for Employees. A stipend is a set amount of money your company provides for eligible expenses. Employees see their stipends on the My stipends page and use them by clicking Submit a claim.

A spot bonus is a one-time, manual addition of stipend funds for one or more Employees. You choose the amount, the currency, which stipend receives the funds, the expiration date when applicable, and an optional message. Once issued, the funds work like normal stipend funds and follow that stipend's rules.

Spot bonuses can be managed on two pages:

• Manage stipends: where you create a dedicated Spot Bonus Stipend. This is a one-time setup.
• Team: where you give the spot bonus.

Why use a dedicated Spot Bonus Stipend:

• It keeps one-time bonuses separate from regular stipend budgets.
• It lets you set a custom currency and expiration date for each bonus.
• It stays hidden from Employees until they receive a bonus.

Spot Bonus Stipend is one of the stipend types under Rewards & Recognition on the Manage stipends tab, along with Team Recognition Stipend, Work Anniversary Bonus, Birthday Bonus, and Shout Out.

Don't use Stipend Funding Correction to give a bonus. That action is for correcting stipend balances.

WHEN TO USE

• Use a spot bonus when you need to:
  • Reward an Employee with extra stipend funds
  • Give a one-time bonus outside the regular stipend amount
  • Award funds without changing your regular stipend setup

• Create a dedicated Spot Bonus Stipend when you want to:
  • Keep one-time awards separate from Employees' regular stipend balances
  • Set a custom currency and/or expiration date for each bonus
  • Give bonuses to Employees who don't have a stipend you want to use

BEFORE YOU START

Before issuing a spot bonus, confirm that:

• You have Admin access in Compt
• The Employee already exists in the Team tab
• The stipend you want to use is active
• If selecting multiple Employees, they all share the same active stipend
• If using a dedicated spot bonus stipend, it already exists on the Stipends page

If multiple Employees are selected, only stipends shared by all selected Employees appear in the For Use Toward dropdown.

HOW TO

To create a Spot Bonus Stipend (one-time setup)

1. Log into Compt.
2. Click Manage stipends in the side nav.
3. Scroll to the Rewards & Recognition section.
4. Find Spot Bonus Stipend.
5. Click Create.
6. Enter a clear stipend name.
7. Enter a description so Employees know what the stipend is for.
8. Set the Default Expiration Date and Currency (this can be adjusted to a custom date when issuing a spot bonus to an employee).
9. Select the categories Employees can use this stipend for.
10. Click Save Draft.
11. Click Schedule Launch.
12. Select the launch date (you can select the same day if you need to launch it immediately).
13. Click Confirm Launch.

The Spot Bonus Stipend now appears on the Manage stipends tab with a default amount of $0. Employees won't see it until you give them a spot bonus from it. Spot Bonus Stipend cards have Edit and Delete actions.

To give a spot bonus

1. Log into Compt.
2. Click Team in the side nav.
3. Select the checkbox next to each Employee who should receive the bonus. Please note: you can issue a spot bonus to multiple employees at once as long as they have the same currency.
4. Click Actions.
5. Click Give Spot Bonus. The spot bonus window opens.
6. Review the For section to confirm the correct Employees are listed.
7. Enter the amount in Bonus Per Team Member.
8. Open the For Use Toward dropdown.
9. Select the stipend that should receive the bonus.
10. Review the Usable until date.
11. Confirm the Currency is correct.
12. Enter a note in Message to Team Member, if you want to explain the bonus.
13. Click Confirm Bonus. The bonus is issued.

About the Usable until date:

• With a dedicated Spot Bonus Stipend, you can set a custom expiration date for this bonus.
• With an existing stipend, the bonus follows that stipend's expiration rules.

WHAT HAPPENS NEXT

The bonus funds are issued right after you click Confirm Bonus.

Employees see the added funds on their My stipends page. A dedicated Spot Bonus Stipend appears there only after the Employee receives a bonus. Its card shows the name of the spot bonus and its expiration (for example, No Expiration).

Employees use the funds by clicking Submit a claim, based on the stipend's eligible categories and your company's policy. Unused funds may expire based on employer policy.

To review bonuses you have given, click Reporting in the side nav and open the Stipend adjustments tab. It lists changes to stipend funding, including bonuses, and shows who made each change.

Reimbursement is processed through payroll. For exact timing, Employees should click When will I get paid? on the Stipend activity page, or check FAQs in Compt for company-specific details.

TROUBLESHOOTING

If the stipend you want isn't listed in the For Use Toward drop down:

• Confirm the stipend is active. If not, a new Spot Bonus Stipend must be launched.
• If you selected more than one Employee, confirm they all share that stipend. You can filter the team list to show employees who have the same stipend.

• Try giving the bonus to one Employee at a time.

  
  

If the Employee doesn't have a stipend you want to use:

• Create a Spot Bonus Stipend in Manage stipends under Rewards & Recognition.
• Launch it.
• Give the spot bonus from the Team tab and select the Spot Bonus Stipend in the  For Use Toward drop down.

If you can't find a Create a Spot Bonus Stipend button:

• Click Manage stipends in the side nav.
• Scroll to Rewards & Recognition.
• Click Create on the Spot Bonus Stipend card.

If you can't edit the expiration date:

• Check whether you are adding the bonus to an existing stipend. Existing stipends use their own expiration rules.
• Use a dedicated Spot Bonus Stipend if you need a custom expiration date.

If you don't see Give Spot Bonus:

• Select at least one Employee on the Team page first.
• Then click Actions.

If you selected the wrong Employees:

• Don't click Confirm Bonus.
• Close the spot bonus window.
• Select the correct Employees and start again.

If you gave a bonus by mistake:

• Issue a funding correction to adjust the employee's balance. See Compt: Correcting a Stipend - Admins.

FAQS

Q: What is a spot bonus?

A: A spot bonus is a one-time, manual addition of stipend funds that Admins give to one or more Employees.

Q: How do I give an employee a spot bonus?

A: Click Team in the side nav, select the Employee(s), click Actions, click Give Spot Bonus, fill in the bonus details, and click Confirm Bonus.

Q: Where do I create a spot bonus stipend?

A: Click Manage stipends in the side nav. Under Rewards & Recognition, click Create on the Spot Bonus Stipend card.

Q: Do I need a spot bonus stipend to give a spot bonus?

A: No. You can add a spot bonus to an active stipend the Employee already has. A dedicated Spot Bonus Stipend keeps bonuses separate and lets you set a custom expiration date.

Q: Why can't my employees see the spot bonus stipend?

A: A Spot Bonus Stipend has a default amount of $0 and does not show up for Employees until they are given a spot bonus.

Q: Do I need to assign employees to the spot bonus stipend first?

A: No. There is no assignment step on the Team page. Give the bonus from Team > Actions > Give Spot Bonus and select the Spot Bonus Stipend in the For Use Toward dropdown.

Q: Can I give a spot bonus to multiple employees at once?

A: Yes. Select several Employees on the Team page. Each one receives the amount in Bonus Per Team Member. Only stipends all of them share appear in the For Use Toward dropdown.

Q: Can I set a custom expiration date?

A: Yes, when you use a dedicated Spot Bonus Stipend. A bonus added to an existing stipend follows that stipend's expiration rules.

Q: Can I add a message to the employee?

A: Yes. Use the Message to Team Member box when issuing the spot bonus to explain what the bonus is for. This helps with clarity and recordkeeping.

Q: Should I use a funding correction to give a bonus?

A: No. Stipend Funding Correction is for correcting stipend balances. Use Give Spot Bonus for bonuses.

Q: Can I edit or delete a spot bonus stipend?

A: Yes. Spot Bonus Stipend cards on Manage stipends have Edit and Delete actions.

Q: When are spot bonus funds available?

A: The funds are issued right after you click Confirm Bonus.

Q: Where can I see the spot bonuses I've given?

A: Click Reporting in the side nav and open the Stipend adjustments tab.

Q: When will the employee get reimbursed?

A: Reimbursement is processed through payroll. For exact timing, Employees should click When will I get paid? on the Stipend activity page, or check FAQs in Compt for company-specific details.