Compt Features
Platform (83)
Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, and groups.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Training Management
Track employee/learner's progression through training programs
Goal Management
Allows employees to set and manage work or career related goals
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Action Management
Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Benefits Dashboard
Use a dashboard to view benefits that are selected by employees or offered by employers
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Training Management
Track employee/learner's progression through training programs
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Orientation Workflow Management
Create orientation programs for new employees or students
Task Management
Create, manage and track all task activities and progression
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
Mobile Access
Access software remotely via mobile devices
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Document Management
Store, manage, and track all electronic documents in a centralized location
Job Description Management
Create, share, and manage the distribution of job descriptions/duties
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Assessment Management
Creation, administration, and evaluation of assessments or tests
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Initiative Management
Create and manage internal campaigns to improve company culture or business strategy.
Workflow Management
Create, design and manage workflows for repetitive tasks
Community Management
Enable students, customers or employees to engage with each other in a particular space online or offline
Employee Referral Management
Manage and track employee referrals for open job positions
Candidate Management
Build, track, and maintain relationships with candidates
Workflow Management
Create, design and manage workflows for repetitive tasks
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Advertising Management
Manage advertising space and its sales within your network or publication
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Email Management
Manage, store and organize emails within the system or via third-party apps
Job Management
Manage and track all job information and associated tasks
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
File Management
Create, save, and store files
Job Management
Manage and track all job information and associated tasks
Data Storage Management
Manage and store data in a database
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Job Application Management
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Competency Management
Catalog, manage, and develop employee skill sets
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Job Description Management
Create, share, and manage the distribution of job descriptions/duties
Evaluation Management
Create, share, and manage the distribution of job descriptions/duties
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting
Access pre-built and custom reports and dashboards.
APIs / Integration
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Offline
Provides users ability to create and access expense reports/timesheets while not connected to internet.
Accounting Integration
Integrate with a third-party accounting system
QuickBooks Integration
Integrates with QuickBooks
Real-Time Reporting
Active reporting of data and metrics
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Payroll Integration
Facilitates integration with multiple third-party payroll systems
Accounting Integration
Integrate with a third-party accounting system
Embedded AI / Machine Learning
Offers embedded AI/machine learning
Complex Approval Workflow
Provides workflow for complex approval structures
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Expense Reports (4)
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Ease of Creating Expense Reports
Creation of expense reports takes little time and is intuitive for new users
Smart Categorization
Automatically assigns categories/accounts based on past entries and credit card statements
Digital Receipt Management
Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc.
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Employee Reimbursement
Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system
Travel Management (26)
Ease of Booking
Can book Flights, Hotels, and Rental cars directly from software.
Itinerary Management
Creates travel itineraries based on booking
Trip Notifications
Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc.
Advanced Integrations
Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc.
Online Booking
Book meetings and appointments through a website or digital platform
Credit Card Management
Financial system that helps create and manage physical/digital credit cards and track transaction activities
Booking Management
Create, update, and manage bookings, itineraries, and reservations
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Restriction Management
Establish limitations based on certain conditions
Reservations Management
Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event
Reimbursement Management
Manage compensation for out-of-pocket expenses incurred by an employee, client or another party
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Travel Management
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Workflow Management
Create, design and manage workflows for repetitive tasks
Receipt Management
Upload, track, and submit receipts in a central database
Supplier Management
Manage all supplier data and operations
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Policy Management
Create, manage, and track policies and procedures within an organization
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Timesheet Management
Track the amount of time spent on a job or task
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Reimbursement Management
Manage compensation for out-of-pocket expenses incurred by an employee, client or another party
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Client Invoicing (5)
Invoice Creation and Delivery
Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.
Electronic Payments
Accepts electronic payments from clients
Project Accounting / Revenue Recognition
Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately
Biometric Recognition
Facial or other physical recognition to confirm identity
Optical Character Recognition
Ability to recognize printed or written text within digital images or scanned documents
Mobile (4)
Receipt Capture
Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device
Mileage Tracking
Allows users to track mileage from mobile device using maps or GPS.
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Real-Time Updates
Receive system updates as soon as any changes are made
Administration (17)
Business Tool Integration
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow
Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer
Automated Reminders
Sends automatic reminders to employees that have not completed expenses reports and/or timesheets
Policy Compliance Management
Enables administrators to create rules that enforce compliances of corporate time and expense policies
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Timesheet Management
Track the amount of time spent on a job or task
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Workflow Management
Create, design and manage workflows for repetitive tasks
Task Management
Create, manage and track all task activities and progression
Mobile Access
Access software remotely via mobile devices
Mobile Access
Access software remotely via mobile devices
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
PCI Regulation Compliant
Complies with PCI security standards
Benefits Administration Platform Features (36)
Benefits Record Management
Track and manage employee benefits information and eligibility information within a centralized database.
Enrollment Planning
Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.
Third-Party Carrier Integration
Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees.
Document Management
Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements.
Total Compensation Statements
Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options.
Self-Service Portal
Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required.
Regulatory Compliance
Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).
Mobile Benefits Access
Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more.
Timesheet Management
Track the amount of time spent on a job or task
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Deduction Management
Determine what amounts employees should contribute towards their benefits from each paycheck
Training Management
Track employee/learner's progression through training programs
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Workflow Management
Create, design and manage workflows for repetitive tasks
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Retirement Plan Management
Set up and manage retirement benefits for your employees
Provider Management
System that helps businesses manage their relationships with various third-party vendors, suppliers, and service providers
Online Benefits Enrollment
Select benefits and provide information needed to participate in a benefit via an online portal
Employee Portal
Online portal where employees can access and track their own information
Benefits Record Management
Track and manage employee benefits information and eligibility information within a centralized database.
Enrollment Planning
Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.
Third-Party Carrier Integration
Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees.
Document Management
Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements.
Total Compensation Statements
Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options.
Self-Service Portal
Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required.
Regulatory Compliance
Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).
Benefits Dashboards
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of benefits data to enable instantaneous and informed decisions to be made at a glance.
Mobile Benefits Access
Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more.
Integrations / APIs
The platform can integrate with HR and payroll software to manage employee data such as new hires, general profiles, salary changes, benefit deductions, and terminations into a single system of record.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Mobility
Is accessible from a mobile device and by users on the go.
Platform Basics (6)
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Interoperability
Connects to external systems and applications as needed to complete team workflows.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
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Reporting
Provides analytics tools that reveal important business metrics and track progress.
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Dashboard
Has a centralized dashboard for users to interact with.
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Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Platform Content (7)
Enrollment Planning
Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.
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Dashboard
Has a centralized dashboard for users to interact with
Education
Provides educational materials to help employees make informed decisions about their benefits.
Benefits Record Management
Track and manage employee benefits information and eligibility information within a centralized database.
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Process/Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
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File Sharing
Provides robust sharing options for communication with both internal and external stakeholders.
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Content Library
Provides users with a pre-built library of useable content.
Platform Additional Functionality (8)
Mobility
Is accessible from a mobile device and by users on the go.
Regulatory Compliance
Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).
Third-Party Carrier Integration
Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees.
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Integrations
Integrates with business solutions such as HRIS systems and social tools.
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Mobility
Is accessible from a mobile device and by users on the go.
Corporate Discounts
Corporate discount platforms provide employees with access to discounts on products and services.
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Employee Engagement
Provides employee survey and feedback features.
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Rewards
Provides flexible and easy-to-manage employee reward options.
Platform Performance (2)
Reporting
Provides pre-built or customizable performance reports
Monitoring
Contains application performance monitoring capabilities
Generative AI (6)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Analytics - Lifestyle Spending Account (LSA) (2)
Assessment
The platform is able to gauge employee engagement through surveys or otherwise to determine benefit efficacy
Analysis
All behavioral and self-report data can be analyzed to find trends and patterns
Platform - Lifestyle Spending Account (LSA) (4)
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Funding
The amount of monthly stipend provided to employees is easily managed
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Market Diversity
Services and activities that can be purchased by LSA funds have a variety of options to enable healthy behaviors
Customizability
The services and activities available for employees to purchase can be customized based on employee need or usage
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Reward & Incentive
Healthy behaviors can be encouraged and promoted through the use of rewards and incentives
Generative AI - Expense Management (1)
Image-to-Text
Converts images into a textual description, identifying key elements.
Additional Functionality (64)
ACA Reporting
Collect data and compile reports to stay in compliance with Affordable Care Act requirements
Real-Time Reporting
Active reporting of data and metrics
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Leave Tracking
Manage and track employee attendance
COBRA Administration
Manage mandated benefit continuation for employees who no longer work for the company for a limited time period
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Data Import/Export
Import and export data to and from software applications
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Time Off Requests
Tools that allow employees to request/schedule time off
Employee Benefits Administration
Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks
Configurable Workflow
Configure existing workflows to meet your organization's needs
Sick Leave Tracking
Track and manage sick leave time
Life Insurance Administration
Set up and manage life insurance benefits for your employees
Health Insurance Administration
Set up and manage health insurance benefits for employees
Benefits Administration Outsourcing
Delegate benefits administration to third party vendors
Disability Insurance Administration
Set up and manage short and/or long term disability insurance benefits
Attendance Tracking
Track the attendance of specific individuals or groups
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Customizable Reports
Alter the layout and content of reports
FMLA Administration
Track employee time off under the family and medical leave act (FMLA)
Document Storage
Store and organize documents in a centralized system
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
HSA/FSA Administration
Set up and manage health savings and flexible spending accounts for your employees
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Secure Data Storage
Securely stores data to prevent data loss or breaches
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Data Import/Export
Import and export data to and from software applications
Duplicate Detection
Compare new data with existing records to detect duplicate entries
Expense Claims
Attaching relevant receipts or supporting documents to submit expenses for reimbursement
Budgeting/Forecasting
Create budgets based on historical data and future projections
Customizable Fields
Customize data fields to support various needs and use cases
Spend Control
Set allowances and ensure employees don't spend more than the allotted amounts
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Automated Receipt Matching
Match digital receipt images or data with corresponding expense entries
Mobile Receipt Upload
Scan and upload receipts to a central database using a mobile device
Billable & Non-Billable Hours
Track billable hours and/or non-billable expenses for work performed
Financial Analysis
Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
Categorization/Grouping
Organize and group data or items based on various criteria
Single Sign On
Allow users to access multiple services after entering their login credentials once
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Budget Control
Manage and monitor spending to align with the financial constraints or goals
Mobile Access
Access software remotely via mobile devices
Single Sign On
Allow users to access multiple services after entering their login credentials once
API
Application programming interface that allows for integration with other systems/databases
Peer-to-Peer Recognition
Allows employees to praise one another in a social network-like feed visible to the whole organization
Employee Reward Programs
Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Customizable Branding
Add customized logos and colors to align with company branding
Recognition Tracking
Track accrued recognition and rewards at an individual employee level
Social Recognition
Forums and/or tools where employees/ers recognize and showcase peers' achievements to boost workplace culture & community engagement
Awards Management
Distribute awards to winners via prizes, coupons, giveaways, items, redemption codes, etc.
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Reports
Alter the layout and content of reports
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Manager-to-Employee Recognition
Allows managers to praise, recognize skills, and give feedback to their employees
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Technology Glossary Features
View definitions of the features and discover new technology terms.
Mileage tracking means keeping a mileage log for reimbursement or tax deductions. See why accurate mileage tracking matters for individuals and companies.
Enrollment planning is an institution's attempt to identify, attract, enroll, retain, and graduate a student population aligned with the institution’s purpose and goals while ensuring financial viability. Learn more about enrollment planning and best practices to follow for strategic enrollment management.
Policy and compliance management is a process to centrally manage standards, policies, and internal control processes cross-mapped to external regulatory standards. Learn more about policy and compliance management best practices and the associated benefits.