Compt: How to Manage Employee Groups - Admins
Employee Groups in Compt allow Admins to control stipend eligibility and organize employee data for reporting. Groups are managed directly from the Team tab and can be used to determine which employees qualify for specific stipends.
Admins can update group values individually in the employee table or through a bulk upload. Depending on the company’s Group Change Settings, updates to an employee’s group may take effect immediately or on the first day of the next cycle.
OVERVIEW
Employee Groups help companies organize employees and determine eligibility for stipends in Compt. Groups can represent categories such as department, employment type, location, or any other classification your organization uses.
Admins manage group assignments from the Team tab. Group values can be updated at any time, but how those updates affect stipend eligibility depends on the Group Change Settings configured in Company Settings.
WHEN TO USE
Use Employee Groups when you need to:
• Control which employees are eligible for specific stipends
• Organize employees for reporting purposes
• Apply stipend eligibility rules based on attributes like role, department, or employment type
• Update employee classifications that affect stipend access
BEFORE YOU START
Before managing Employee Groups, confirm the following:
• You have Admin access in Compt
• The necessary Group columns already exist
• You understand how your company’s Group Change Settings are configured
Note: If you need additional group columns, they must be created by your Customer Success Manager or the Compt Support team (support@compt.io).
HOW TO
Add additional group columns
- Contact your Customer Success Manager or support@compt.io.
- Request the creation of additional Employee Group columns.
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Once created, the new group columns will appear on the Team tab.
Update an employee's group
- Log into Compt.
- Click the Team tab.
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Locate the employee whose group you want to update.
- Click the group field directly in the employee table.
- Enter or select the new group value.
The employee’s group assignment will update based on your company’s group change settings.
Update groups using bulk upload
- Navigate to the Team tab.
- Download the employee upload template if needed.
- Update the appropriate Group columns in the file.
- Upload the updated file using the bulk upload option.
This allows multiple employee group assignments to be updated at once.
Configure group change settings
- Go to Company Settings.
- Locate Group Change Settings.
- Select how group changes should be applied:
- Immediate
- The 1st of the next month
- Beginning of Next Cycle
- Save your settings.
WHAT HAPPENS NEXT
Once a group value is changed:
• The employee’s stipend eligibility may update
• They may gain access to new stipends
• They may lose access to stipends they are no longer eligible for
How and when this occurs depends on the configured Group Change Settings.
TROUBLESHOOTING
Employee received unexpected stipend funds
This can occur if Immediate Group Changes are enabled and an employee changes groups after already using a stipend.
Example:
• A part-time employee receives a $50 monthly stipend
• They use the full $50 early in the month
• Later in the month, they move into a full-time group with a $100 stipend
With immediate changes enabled:
• The $50 stipend is removed
• The $100 stipend is added immediately
This results in the employee having access to $150 in that month.
Admins can correct this using Funding Corrections on the Team page.
Cannot add a new group column
Group columns cannot be created directly by Admins. Contact support@compt.io to request new columns.
FAQS
Q: Can employee group values be changed at any time?
A: Yes. Admins can update group values at any time from the Team tab or through bulk upload.
Q: When do group changes affect stipend eligibility?
A: This depends on the Group Change Settings configured in Company Settings. Changes may apply immediately or on the first day of the next month.
Q: What setting should most companies use?
A: Most organizations use 1st of the next month to prevent employees from receiving overlapping stipend funding.
Q: Can Admins create new group columns themselves?
A: No. New group columns must be created by contacting support@compt.io.