Compt: Assigning a Payroll Processor - Admins

Admins can assign the Payroll Processor role in Compt to give a team member permission to process approved stipend reimbursements through payroll. This role is typically assigned to someone on the Finance, Payroll, or HR team.

Once assigned, the Payroll Processor can access payroll processing tools in Compt. The role change takes effect immediately after you save the Employee’s profile.

OVERVIEW

Compt is a platform employers use to manage stipends, reimbursements, and Business Expense programs for Employees. The Payroll Processor role allows designated team members to process approved stipend reimbursements so they can be included in payroll.

Admins can assign this role from an Employee’s profile in the Team section of Compt.

WHEN TO USE

Use this process when:

• A new payroll or finance team member needs permission to process reimbursements
• Payroll responsibilities are being transferred to another Employee
• An Employee requires access to payroll processing tools in Compt

BEFORE YOU START

Before assigning this role, confirm that:

• You have Admin access in Compt
• The Employee already exists in the Team list
• The Employee should have permission to process approved stipend reimbursements through payroll

HOW TO

To assign the Payroll Processor role:

1. Log into Compt.
2. Click Stipend Admin or Expense Admin, then Team in the left-hand sidebar.
3. Click the Employee’s name to open their profile.
4. Click the Compt Roles tab.
5. Select the Payroll Processor role.
6. Click Save Changes.
7. Confirm the Payroll Processor role appears in the Employee’s profile.

WHAT HAPPENS NEXT

The Employee now has access to payroll processing tools in Compt. They can process approved stipend reimbursements so they can be included in payroll.

TROUBLESHOOTING

If the Employee cannot see payroll tools:

• Confirm the Payroll Processor role is enabled under the Compt Roles tab
• Confirm Save Changes was clicked after selecting the role
• Ask the Employee to refresh Compt or log out and log back in

If the Employee does not appear in the Team list:

• Confirm the Employee has been added to the Team section
• Add the Employee before assigning roles

FAQS

Q: Who should be assigned the Payroll Processor role?

A: This role is typically assigned to payroll, finance, or HR team members responsible for sending approved reimbursements to payroll.

Q: Does assigning this role affect stipends or balances?

A: No. The role only grants permission to process reimbursements through payroll.

Q: Can multiple Employees be Payroll Processors?

A: Yes. Admins can assign the Payroll Processor role to multiple Employees if needed.

Q: When does the role change take effect?

A: The role change takes effect immediately after you click Save Changes.