Adding an Employee (Company Administrators)

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, but they may still need an invitation before they can access Compt.

If your company does not use automatic invitations, you must manually send the invitation after adding the employee. This is a separate step from creating the employee record.

Use this process when you need to add one employee to Compt manually. This is helpful when onboarding a new hire, correcting a missing employee, or adding someone outside of a bulk upload.

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

Use this article when:

• You are a Compt admin
• You need to add one employee manually
• The employee is not already listed in the Team tab

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 are ready to send an invitation if auto-invitations are not enabled

How to

1. Log into Compt.
2. Click 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.
7. Click the checkbox next to the employee’s name.
8. Click Actions.
9. Click Send Invitation.

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 auto-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
• If the employee cannot access Compt:
  • Confirm you sent the invitation
  • Check whether auto-invitations are enabled for your company
  • Verify the employee was added with the correct email address
• 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 auto-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 will appear 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.