Accrual History: Review PTO Accruals and Manual Adjustments (Employee) | BerniePortal

Accrual History: Review PTO Accrual History and Manual Adjustments- Employee

Use Accrual History to review automatic PTO accruals and any manual adjustments applied to your balances. Employees can view this history; they cannot create or edit adjustments here.

Who can access Accrual History

Active employees whose employer has PTO enabled and who are assigned a configured PTO subgroup.

To access Accrual History:
  1. Log in to BerniePortal
  2. Select PTO in the top navigation menu
  3. Select Accrual History in the secondary menu
Understanding the Accrual History table

Each row is a balance change for a PTO type. Columns include:
  • PTO Type — The time-off type for the row (for example PTO, Vacation, Sick, Personal, or Floating Holiday, depending on your employer)
  • Date — When the accrual or adjustment was applied
  • Amount — Time added to or deducted from the balance
  • New Balance — Your balance after the change
  • Old Balance — Your balance before the change
  • Approver — System Generated for automatic policy accruals, or the name of the person who made a manual adjustment
If no history is available, the page shows The accrual history is not available.

If your secondary menu says History

Some organizations show History instead of Accrual History (same page). The heading is History, and the table uses different columns.

To focus on accruals and adjustments:
  1. Open PTO, then select History in the secondary menu
  2. Use the Event Type filter and choose Accrual or Manual Adjustment
In the Event column, Accrual rows are automatic policy accruals. Manual Adjustment rows show the person who made the change (or System Generated when no person is listed). Balance columns are Available (Previous), Available (Change), Available (Updated), and Total Balance. Open the comment icon in Notes when a note is present.

View Full PTO Policy and Request Time Off

At the top of Accrual History (and History), select View Full PTO Policy or Request Time Off. For full request and policy steps, see PTO Dashboard: How to Submit a PTO Request, Review the PTO Policy, and Estimate Future PTO- Employee. To track request status, see My Requests: Review PTO Request History and Cancel PTO Requests- Employee.

Manual adjustments made by your employer

Manual balance changes appear in your history after they are applied. Employers make those adjustments from the employee PTO profile—see Viewing Employee PTO Balances - Admin.