View the PTO Calendar (Admin) - Knowledge Base | BerniePortal

Viewing the PTO Calendar - Approver

BerniePortal's organization-wide calendar feature empowers managers to make informed staffing decisions by providing comprehensive visibility into team time-off patterns. This strategic tool helps prevent understaffing while ensuring fair time-off distribution across your organization.

To access: 
  1. Log in to BerniePortal as a PTO Approver
  2. Select “PTO” in the top navigation menu
  3. Select “Calendar” in the secondary navigation menu


Viewing the PTO Calendar:
  1. Viewing Filters- Use the dropdown filter in the top left to customize your calendar perspective based on your management needs

    1. My PTO
      1. View personal requested and approved time off, plus applicable paid holidays
      2. Perfect for planning personal schedule and understanding availability for team coverage
    2. My Team
      1. See direct reports' time-off requests alongside personal schedule
      2. This view helps coordinate team coverage and identify potential scheduling conflicts before they become problems
    3. All
      1. Access organization-wide PTO visibility, including all requested and approved time off plus paid holidays
      2. Ideal for strategic planning and understanding company-wide staffing patterns
  3. Display details

    1. Pending requests- Unfilled bubbles indicate time-off requests awaiting your approval decision
    2. Approved requests- Filled bubbles show confirmed time off that will impact staffing

Managing requests with the PTO Calendar: 
  1. Select on any employee name you have approver access for
  2. Review the pop-up modal displaying current balances, requests and accrual history

  4. Select “Requests” to manage requests
    1. Approve or deny requests- Hover over the action gear to make approval decisions on pending requests

    3. Rescind approved time- Hover over the action gear for approved or used requests to rescinded


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