Compt: How to Get Started with Compt – Employees

Compt is a reimbursement platform that lets Employees use employer-funded stipends for eligible expenses. Your company sets up your stipends in Compt. You buy something that fits a stipend, submit a claim with your receipt, and your company reviews it. 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.

To get started, log into Compt and click My stipends in the side menu to see your stipends, how much you have to spend, and what each one covers. When you're ready, click Submit a claim in the top right corner of My stipends. For help, click Live support or Support docs at the bottom of the side menu.

OVERVIEW

What a stipend is

A stipend is a set amount of money your company gives you to spend on eligible expenses, such as wellness, family, home, or professional development costs.

Some stipends renew on a schedule your company sets (for example, quarterly). Others are one-time amounts, such as a spot bonus or new hire stipend. Each stipend on your My stipends page shows its frequency and expiration date.

Your company decides:

• Which stipends you get
• Which categories each stipend covers
• How often stipend funds renew and when they expire
• How claims are reviewed and approved

Admins are the people at your company who manage Compt, often on the HR or People Ops team. Contact them with questions about your company's program.

What's in the side menu

The side menu on the left lists the pages you can use. You may not see every item. Some only appear if your company uses that feature.

• My stipends: Your stipends, how much you have to spend, the categories each one covers, and the Submit a claim button.
• Stipend activity: The status of your stipend claims, your drafts, and the When will I get paid? link.
• Business expenses: Submit work expenses your company pays back, as a Single expense or a New expense report.
• Team recognition: Recognize teammates with Give recognition, click Give shout out to recognize someone publicly with no money attached, and see the activity feed.
• My development: Opens the Professional development page, where you submit and track professional development requests.
• Recommendations: See what others in the Compt network are learning. Filter by industry, or turn on Only my company.
• Company swag: Opens your company's swag store on a separate site.
• Company benefits: Links to other benefits your company offers, such as insurance, PTO, or parental leave information.
• Discounts: Employee discounts through PerkSpot. Click Unlock your discounts to browse. For eligible purchases, you still need to submit your receipt in Compt.
• FAQs: Answers your company has written about its program, such as reimbursement timing.
• Assignments: If your company made you a delegate for a teammate, file claims for them here. Each person is listed with a Login button.

At the bottom of the side menu:

• Live support: Get help using Compt.
• Support docs: Opens the Compt help center, where this article lives.
• Collapse menu: Collapses the side menu.

WHEN TO USE

Use this article when you:

• Are new to Compt or just got your invitation
• Want to know what a stipend is and how Compt works
• Need to find something in the side menu
• Are ready to submit your first claim
• Need help and don't know where to go

BEFORE YOU START

• Your company must invite you to Compt. Some companies send the invitation automatically on your hire date or later. If you haven't received one, reach out to support@compt.io.
• Log in with the email address your company used to invite you.
• Your stipend may start on a date your company sets, such as the first of the month or quarter after you join. You may not see funds right away.
• To submit a claim, you need a receipt saved as a PDF, PNG, or JPG file. Receipts must show vendor, date, and total.

HOW TO

To review your stipends:

1. Log into Compt.
2. Click My stipends in the side menu on the left.
3. Look at the tiles at the top of the page: Stipends Available, Total Lifetime Reimbursement, and the number of your claims processed.
4. Scroll down to Available stipends to see each stipend card.
5. To go straight to one stipend, choose it from the Jump to dropdown.
6. To learn more about a stipend, click View details on its card.

Each stipend card shows how much you have to spend, how much you've spent, how often it renews, when it expires, and the categories you can submit claims for. Each category is labeled Taxable or Non-taxable.

To submit your first claim:

1. Click My stipends in the side menu.
2. Click Submit a claim in the top right corner of the page. The Submit a claim panel opens on the right side of the screen.
3. Select the category that matches your purchase.
4. Upload your receipt (PDF, PNG, or JPG). Compt's AI reads it and pre-fills the claim form.
5. If the form asks you to choose a stipend, select the stipend you want to use.
6. Compare the pre-filled details with your receipt.
7. Correct anything that is wrong or missing.
8. Click Submit.

For full details, see Compt: How to Submit a Stipend Claim – Employees.

To check on a claim:

1. Click Stipend activity in the side menu.
2. Click the Claims submitted tab.
3. Read the Status column for your claim.

To get help:

• For questions about your company's program, such as what's eligible, click FAQs in the side menu or contact your company's HR or People Ops team.
• For help using Compt, click Live support at the bottom of the side menu.
• To search help articles, click Support docs at the bottom of the side menu.

WHAT HAPPENS NEXT

After you submit your first claim:

• It appears on the Claims submitted tab of the Stipend activity page, with a status of In review.
• Your company reviews it based on its approval process. Some companies approve certain claims automatically.

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.

To learn what each status means, see Compt: How to Check Your Claim Status and Reimbursement – Employees.

TROUBLESHOOTING

If you can't log in:

• Make sure you're using the email address your company invited.
• Check your inbox for your Compt invitation. Your company may send it on or after your hire date.
• If you still can't log in, contact your company's Admins.

If you don't see any stipends:

• Your stipend may start on a date your company sets, such as the first of the next month.
• Your stipend may have expired. Unused funds are forfeited if they aren't used by the expiration date.
• If you think a stipend is missing, contact your company's HR or People Ops Team.

If you don't see a side menu item that an article mentions:

• Your company may not use that feature. Contact support@compt.io if you think you should have access.

If you're not sure what's eligible:

• Read the category list and descriptions on your stipend card on My stipends.
• Click FAQs in the side menu.
• Contact your company's HR or People Ops Team for guidance.

If FAQs is empty:

• Your company may not have published answers yet. Contact your company's HR or People Ops Team.

FAQS

Q: What is Compt?

A: Compt is a reimbursement platform that lets Employees use employer-funded stipends for eligible expenses. Your company sets up your stipends, and you submit claims in Compt to get reimbursed.

Q: What is a stipend?

A: A stipend is a set amount of money your company gives you to spend on eligible expenses. Your company chooses which categories each stipend covers, such as wellness, family, or home expenses.

Q: Who runs my benefits program, Compt or my company?

A: Your company runs your program and decides what's eligible. Compt is the platform your company uses. For questions about your program, click FAQs in the side menu or view your stipend and category details on the My Stipend page.

Q: Where can I see my stipends and balance?

A: Click My stipends in the side menu. Each stipend card shows how much you have to spend, how much you've spent, and when it expires.

Q: How do I submit a claim?

A: Click My stipends, then click Submit a claim in the top right corner. Select a category, upload your receipt, check the details, and click Submit. For full steps, see Compt: How to Submit a Claim – Employees.

Q: When will I 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.

Q: Why don't I see Business expenses, Team recognition, or other pages in my side menu?

A: Some side menu items only appear if your company uses that feature. Contact support@compt.io if you think you should have access.

Q: Does my stipend roll over if I don't use it?

A: Unused funds are forfeited if they aren't used by the stipend expiration date. Check the expiration date on each stipend card on the My stipends tab.

Q: What does Taxable or Non-taxable mean on a category?

A: The label shows whether purchases in that category are treated as taxable. For questions about how taxes affect your reimbursement, click FAQs in the side menu or contact your company's HR or People Ops Team.

Q: Is there a Compt mobile app?

A: For how to use Compt on your phone, see Does Compt have a Smartphone App?

Q: Who should I contact if I need help?

A: For questions about your company's program, such as what's eligible, click FAQs in the side menu or contact your HR or People Ops team. For help using Compt, click Live support at the bottom of the side menu. To search help articles, click Support docs.