Compt: Professional Development Pro™ Notifications - Admins
When using the Professional Development Program in Compt, notifications help Employees and Reviewers stay informed as requests move through the approval and reimbursement process. These notifications confirm when a program becomes available, when requests are submitted, and when approvals or rejections occur.
Notifications are sent through email and through Slack if your company has the Slack integration enabled. These updates ensure that Employees know when they can use their program funds and that Reviewers are alerted when they need to review a request.
EMPLOYEE NOTIFICATIONS
| Notification Type | Frequency |
| New Professional Development Program Available | Whenever an employee is eligible for a new Professional Development Program. |
|
Remaining Balance Reminder (Only sent to employees that have a balance remaining for their stipend) |
Annual Program 2/15, 5/15, 8/15, 9/15, 11/15, 12/31 Semi-Annual Program 4/15, 9/15, 10/15, 12/31 Quarterly Program 6 days before the last day of the quarter, & the last day of each quarter Monthly Program 6 days before the last day of each month, & the last day of each month |
| Pre-Approval Request Approved & Funds Approved for Reimbursement | Whenever your Professional Development request has been pre-approved. You can now submit your expense for reimbursement. |
| Pre-Approval Request Rejected | Whenever your Professional Development request has been rejected. The notification will provide the rejection reason. |
| Reimbursement Request Rejected | Whenever a Professional Development expense has been submitted for reimbursement and was rejected. The notification will provide the rejection reason. |
| New Comment | Whenever a reviewer adds a comment in the "Comments" tab for a submitted Professional Development request. |
REVIEWER NOTIFICATIONS
| Notification Type | Frequency |
|
Pre-Approval Request Submitted (Primary Approver) |
Any time a new Professional Development request is submitted for pre-approval. |
|
Pre-Approval Request Submitted (Secondary Approver) |
Whenever the primary approver approves a new Professional Development pre-approval request, and a secondary approver is assigned for the Professional Development Program. |
| Reimbursement Request Submitted | Any time a Professional Development request has been pre-approved, and the employee has submitted their expense details for reimbursement approval. |
EMPLOYEE EMAIL NOTIFICATIONS EXAMPLES
REVIEWER EMAIL NOTIFICATIONS EXAMPLES
