Compt: How to Create a Professional Development Pro™ Program - Admins

Creating a Professional Development program in Compt allows Admins to manage employee learning benefits in one centralized system. These programs can support expenses such as tuition reimbursement, certifications, and professional training while ensuring requests are reviewed, approved, and tracked within Compt.

Admins can configure eligibility, funding structure, approval workflows, and reimbursement timelines during setup. Once configured, employees can submit professional development requests through Compt and follow the defined approval and reimbursement process.

Professional Development programs are available only if Professional Development Pro™ is included in your Compt service plan. If you do not see the Development Admin tab in your sidebar, contact your Compt Customer Success Manager or support@compt.io to enable access.

OVERVIEW

The Professional Development Pro™ module allows Admins to create structured programs that support employee learning and development.

During program setup, Admins define:

  • Program details visible to employees
  • Employee eligibility
  • Budget structure and funding frequency
  • Approval workflows for pre-approvals
  • Reimbursement review process
  • Request form fields employees must complete

Once the program is active, eligible employees can submit professional development requests and reimbursements through Compt.

WHEN TO USE

Use this guide when you want to:

• Launch a new professional development benefit

• Provide funding for certifications, tuition, or training

• Configure budgets for employee learning programs

• Set up approval workflows for development requests

• Manage professional development reimbursements in Compt

BEFORE YOU START

Before creating a program, confirm the following:

• Professional Development Pro™ is included in your Compt plan

• You have Admin access in Compt

• Any required employee groups are already created

• Managers or reviewers are assigned appropriate access if they will approve requests

If you need to add new employee groups, contact your Customer Success Manager or support@compt.io.

HOW TO

  1. Log into Compt.
  2. Hover over the Development Admin tab in the left sidebar.

  3. Click Manage Programs.

  4. Click Create Program.

  5. Enter the Program Name and Program Description that employees will see.

  6. Click Next.

  7. Select the program’s eligibility and budget structure.

Choose one of the following options:

Shared Budget Across a Group

Employees within a selected group share one total budget.

  1. Select the budget frequency.

Options include:

• Monthly

• Quarterly

• Semi-Annually

• Annually

  1. Click Create Plan.

  2. Select the group(s) that will share the budget.

• Leave the selection as Everyone if the entire company should have access.

• If a group is missing, contact your CSM or support@compt.io to add it.

  1. Enter the budget amount and currency.
  2. Click Save.
  3. Click Next.

Individual Budget Per Employee

Each eligible employee receives their own budget.

  1. Select the budget frequency.

Options include:

• Monthly

• Quarterly

• Semi-Annually

• Annually

  1. Choose how the budget will be distributed.

Options include:

• Upfront — Employees receive the full amount regardless of hire date.

• Upfront with Prorating — New hires receive a prorated amount based on hire date.

• Monthly Accrual — The total program amount is divided into monthly deposits that are funded on the 1st of each month. Unused funds roll over until the end of the funding cycle.

  1. Click Create Plan.

  2. Select the group(s) that should receive the budget.

• Leave the selection as Everyone if the entire company should be eligible.

• If a group is missing, contact your CSM or support@compt.io to add it.

  1. Enter the budget amount and currency.
  2. Click Save.
  3. Click Next.

Reviewed on Case-by-Case Basis

Employees can submit requests without a predefined budget.

  1. Click Edit next to Employee Eligibility.

  2. Select the group(s) that should be able to submit requests.

• Leave the selection as Everyone if all employees should have access.

• If a group is missing, contact your CSM or support@compt.io to add it.

  1. Click Save.
  2. Click Next.

Set the Funding Expiration Timeframe

  1. Enter the timeframe employees have to submit a reimbursement after their request is pre-approved.

If a reimbursement is not submitted within this timeframe, the pre-approved funds will expire.

  1. Click Next.

Customize the Employee Request Form

  1. Click Preview Employee Form to review the form employees will complete when submitting requests.

  2. Click Add Field if you want employees to provide additional information.

  3. Enter the field details.
  4. Click Create.
  5. Click Next.

Assign Program Approvers and Reviewers

  1. Select the Primary Approver for pre-approval requests.

Options include:

• Employee’s Manager

• A specific Admin or reviewer

Multiple reviewers can be selected if needed.

  1. (Optional) Select a Secondary Approver if requests require additional review after the primary approver.
  2. Select the Reimbursement Reviewer responsible for reviewing final reimbursement claims.
  3. Click Next.

If selecting "Employee's Manager" as an approver or reviewer, the eligible employee's manager must be assigned the appropriate access and assigned to the employee in Compt. Access the Updating Employee Manager Access for Professional Development Pro article for step-by-step details on assigning Employee Manager access.

Finalize the Program

  1. Review the program details.

  2. Click Save Draft if you are not ready to launch the program.

OR

  1. Click Schedule to launch the program.

You can either:

• Launch the program immediately

• Schedule a future launch date

WHAT HAPPENS NEXT

Once the program launches:

  • Eligible employees will see the professional development program in Compt
  • Employees can submit requests for pre-approval
  • Approvers will review requests based on the workflow you configured
  • Employees can submit reimbursement claims after receiving approval
  • Reviewers will approve reimbursement claims before payment is processed

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

TROUBLESHOOTING

Program not visible to employees

Check that:

  • The program has been scheduled or launched
  • Employees belong to the eligible group(s)
  • The program start date has passed

Development Admin tab not visible

Professional Development Pro™ may not be enabled for your account. Contact your CSM or support@compt.io.

Manager approvals not working

Ensure that:

FAQS

Q: Can employees submit requests without a budget assigned?

A: Yes. If you select Reviewed on Case-by-Case Basis, employees can submit requests that are evaluated individually.

Q: Can multiple approvers review a request?

A: Yes. You can assign a primary approver and optional secondary approvers during program setup.

Q: Can employees submit reimbursements without pre-approval?

A: This depends on how your organization chooses to manage requests. If pre-approval is required, employees must receive approval before submitting reimbursement claims.

Q: Can I limit the program to certain employees?

A: Yes. Eligibility can be restricted by selecting specific employee groups during program setup.

Q: When will employees receive their reimbursement?

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

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