Compt: Adding an Employee - Admins

Adding an Employee in Compt allows Admins to include a new team member in the platform so they can be assigned stipends and invited to log in. After you save the Employee profile, the Employee appears in the Team list.

Saving an Employee profile does not always give the Employee access to Compt. If your company does not use automatic invitations, you must manually send the invitation after adding the Employee.

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.

Admins can add Employees manually from the Team section. This is useful when adding one Employee at a time, such as a new hire, a missing Employee, or someone who should not be added through a bulk upload.

WHEN TO USE

Use this process when:

• You are a Compt Admin
• You need to add one Employee manually
• The Employee is not already listed in the Team tab
• The Employee needs to be assigned stipends or invited to Compt

If you need to add several Employees at once, use the bulk upload process instead.

BEFORE YOU START

Before you add an Employee, make sure:

• You have Admin access in Compt
• You know the Employee’s required profile details
• You have confirmed the Employee is not already in the Team list
• You are ready to send an invitation if automatic invitations are not enabled

HOW TO

To add one Employee manually:

1. Log into Compt.
2. Click Stipend Admin or Expense Admin, then Team.
3. Click the Add Employee icon in the top-right corner of the screen.
4. Enter the Employee’s details.
5. Click Save Employee.
6. Confirm the Employee now appears in the Team list.

To manually send the Employee an invitation:

1. Click the checkbox next to the Employee’s name.
2. Click Actions in the top-left corner of the screen.
3. Click Send Invitation.
4. Confirm the invitation has been sent.

WHAT HAPPENS NEXT

After you save the Employee, they are added to your Compt Team list.

After you send the invitation, the Employee receives access to join Compt, unless your company has automatic invitations enabled and the invitation was already sent automatically.

Once invited, the Employee can log into Compt and use their available stipends based on your company’s setup.

TROUBLESHOOTING

If the Employee does not appear in the Team list after saving:

• Refresh the page and check the list again
• Confirm all required Employee details were entered before saving
• Search for the Employee by name or email address

If the Employee cannot access Compt:

• Confirm you sent the invitation
• Check whether automatic invitations are enabled for your company
• Verify the Employee was added with the correct email address
• Resend the invitation if needed

If you need to add many Employees:

• Use the bulk upload process instead of adding each Employee one at a time

FAQS

Q: Does saving the Employee automatically give them access to Compt?

A: Not always. If automatic invitations are not enabled, you must manually send the invitation after adding the Employee.

Q: Where can I find the Employee after adding them?

A: The Employee appears in the Team list in Compt.

Q: Should I use this process for multiple Employees?

A: No. If you need to add multiple Employees, use the bulk upload process.

Q: Can I send the invitation after saving the Employee?

A: Yes. Select the checkbox next to the Employee’s name, click Actions, and click Send Invitation.

Q: What should I check if the Employee cannot log in?

A: Confirm the invitation was sent, verify the email address is correct, and check whether automatic invitations are enabled for your company.