Compt: How to Set Eligibility Using Multiple Group Rules for Stipends - Admins

You can now define stipend eligibility using multiple employee group rules when creating Recurring or New Hire stipends in Compt. This allows Admins to assign different stipend amounts based on combinations of attributes such as department, location, seniority, or other custom employee groups.

By combining multiple group columns from the Team page, you can create specific eligibility rules and assign a unique stipend amount for each combination. This allows companies to manage more complex stipend structures without creating multiple stipends.

OVERVIEW

Admins can configure stipend eligibility using multiple employee group criteria when setting up Recurring or New Hire stipends.

This feature allows you to:

• Define stipend amounts based on combinations of employee groups
• Assign different stipend amounts to different employee populations
• Manage complex eligibility structures within a single stipend

Group criteria are pulled directly from the group columns configured on the Team page in Compt.

WHEN TO USE

Use multi-criteria eligibility when:

• Different departments receive different stipend amounts

• Stipend amounts vary by employee location or country

• Seniority levels receive different benefits

• Multiple employee attributes must be considered together

This avoids needing to create multiple stipends for different employee segments.

BEFORE YOU START

Before configuring eligibility using multiple criteria:

• Ensure the employee group columns you want to use exist on the Team page
• Confirm employees are assigned to the correct group values
• Decide which combinations of groups should receive different stipend amounts

If a required group column does not exist, you must request it from your Customer Success Manager or Compt Support (support@compt.io).

HOW TO

1. Log in to Compt as an Admin.
2. Click the Stipend admin tab and click on Stipends.
3. Click the Create button for the stipend type you want to create.

Options include:

• Recurring Stipend
• New Hire Stipend

4. Enter a Name for the stipend.
5. Enter a Description explaining the stipend.
6. Click Next or select the Eligibility & Amount tab.
7. Select the Months Per Cycle for the stipend.

8. Under Group Employees By, choose Specific Amount Per Group.

   

9. In the Column 1 row, select your first group criteria from the dropdown. The available options are the group columns configured on the Team page.

   

10. Click Add Group Type if you want to add another group column. This allows you to create combinations such as Department + Location or Country + Seniority.
11. Continue adding combinations until all employee groups have the correct stipend amount assigned.
12. In each row, select the appropriate group values for the combination.
13. Enter the stipend amount for that combination.
14. Click Next or select the Perk Categories tab to continue creating the stipend.

WHAT HAPPENS NEXT

After completing the stipend setup:

• Employees will become eligible based on the group combinations you defined
• Each eligible employee will receive the stipend amount assigned to their group combination
• Employees will see the stipend on their My Stipends page once the stipend becomes active
• Employees can then submit a claim for eligible purchases under that stipend.

Reimbursement is processed through payroll. For exact timing, Employees should check the FAQ tab in Compt for company-specific details.

TROUBLESHOOTING

Stipend amounts are not applying correctly

• Verify employees are assigned to the correct group values on the Team page
• Confirm the group combination exists in the stipend configuration
• Ensure there are no missing combinations for certain employees

The group column I need does not appear

• The column must exist on the Team page
• Contact support@compt.io with the group name and available values to have the column added

Employees are not eligible for the stipend

• Confirm their group values match one of the configured combinations
• Verify the stipend is active

FAQS

Q: Where do the group options come from?

A: Group options come from the group columns configured on the Team page in Compt.

Q: Can I add more than two group criteria?

A: Yes. Use Add Group Type to include additional group columns and create more detailed eligibility combinations.

Q: Can I change stipend amounts later?

A: Yes. Admins can edit the stipend configuration and update group combinations and amounts. They will not go into effect until the next stipend cycle.