Compt: How to add Employees via Team List & Bulk Uploads - Admins

Uploading a team list in Compt allows Admins to quickly add multiple Employees or update existing Employee information at once using a CSV file. This is commonly used during initial setup or when making large updates to Employee records, such as eligibility, managers, or stipend settings.

After a bulk upload is completed, Employees must be invited to join Compt before they can access their stipends, unless your organization has automatic invitations enabled.

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 manage Employee records individually or through a bulk CSV upload. Bulk uploads are useful when adding many Employees at once or updating details for existing Employees.

Admins can download the current team list, make updates in the template, and upload the file back into Compt to apply the changes.

WHEN TO USE

Use a bulk upload when you need to:

• Add many Employees at once
• Update Employee information in bulk
• Assign Employee managers
• Update eligibility fields
• Maintain an updated Team list
• Update stipend settings for multiple Employees

BEFORE YOU START

Before uploading a team list, make sure:

• You have Admin access in Compt
• You download the latest team list template from Compt
• You follow the formatting instructions listed in row 2 of the CSV template
• You delete row 2 before uploading the file
• All required Employee fields are completed
• The file is saved as a CSV before upload

HOW TO

To upload a new team list:

1. Log into Compt.
2. Click Stipend admin or Expense admin, then Team.
3. Click Upload Team Info in the top-right corner.
4. Click Download Team List Template (CSV).
5. Open the downloaded CSV file.
6. Add Employee information in the required columns.
7. Follow the formatting instructions listed in row 2.
8. Delete row 2 before uploading the file.
9. Save the completed file as a CSV.
10. Click Upload Team Info.
11. Click Choose File.
12. Select your completed CSV file.
13. Click Upload File.
14. Confirm the uploaded Employees appear in the Compt Team list.

To invite Employees after upload:

1. Click Team.
2. Check the box next to the Employee’s name.
3. Click Actions.
4. Click Send Invitation.
5. Confirm the invitation has been sent.

If automatic invitations are not enabled, Employees must be invited before they can access Compt.

To invite all Employees at once:

1. Click Team.
2. Click the checkbox next to the Name column to select all Employees on the page.
3. Click Select all team members at the top of the list.
4. Click Actions.
5. Click Send Invitation.
6. Confirm the invitations have been sent.

To edit your existing team list:

1. Click Team.
2. Click Download Team List Template (CSV).
3. Open the downloaded CSV file.
4. Update the Employee information as needed.
5. Save the updated file as a CSV.
6. Click Upload Team Info.
7. Click Choose File.
8. Upload the updated CSV file.
9. Click Upload File.
10. Confirm the updates appear in the Compt Team list.

WHAT HAPPENS NEXT

After Employees are uploaded:

• Employees appear in the Compt Team list
• Admins can assign roles, stipend eligibility, or managers
• Employees must be invited to join Compt if automatic invitations are not enabled

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

TROUBLESHOOTING

If the file will not upload:

• Confirm the file is saved as a CSV
• Confirm row 2 formatting instructions were removed before uploading
• Confirm all required fields are completed
• Confirm column headers were not changed
• Confirm the file follows the template formatting

If Employee updates did not apply:

• Confirm the correct email address was used for the Employee
• Confirm column formatting was not modified in the CSV template
• Confirm the updated file was uploaded successfully
• Download the team list again to verify the current Employee data

If Employees cannot access Compt after upload:

• Confirm invitations were sent
• Check whether automatic invitations are enabled for your company
• Verify each Employee was uploaded with the correct email address

FAQS

Q: Do Employees automatically receive access after a bulk upload?

A: No. Employees must be invited to join Compt unless your company has automatic invitations enabled.

Q: Can I update existing Employees with a bulk upload?

A: Yes. Download the current team list, update the relevant fields, and upload the file again to apply changes.

Q: Do I need to delete row 2 before uploading the CSV?

A: Yes. Row 2 contains formatting instructions and should be removed before uploading the file.

Q: What file type should I upload?

A: Upload the completed file as a CSV.

Q: Will bulk uploads remove Employees not listed in the file?

A: This depends on your company’s Bulk Upload Settings.

Q: Can I invite all Employees after uploading them?

A: Yes. Select all Employees from the Team list, click Actions, and click Send Invitation.