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

Viewing the PTO Calendar - Approver

As a PTO Approver, use the PTO Calendar to see your own time off, time off for employees you approve, and organization-wide PTO on a monthly calendar.

To access:
  1. Log in to BerniePortal as a PTO Approver
  2. Select PTO in the top navigation
  3. Select Calendar in the secondary navigation
To filter the calendar:
  1. Open the dropdown in the upper left of the calendar (the calendar opens to My PTO)
  2. Select one of the following:
    1. My PTO — your requested and approved time off, plus paid holidays from your PTO subgroup
    2. My Team — time off for employees you are assigned to approve, plus those employees’ subgroup holidays
    3. All — organization-wide requested and approved time off, plus paid holidays across PTO subgroups
Reading the calendar:
  • Pending requests appear as unfilled bubbles with a colored outline and the employee’s name
  • Approved requests appear as filled bubbles with the employee’s name
  • Use Go to Current Month and the previous/next controls in the calendar header to change months
To open an employee’s PTO from the calendar:
  1. Select an employee name on a calendar day for someone you are assigned to approve (in All, only your assigned employees open a modal)
  2. Review the employee’s PTO modal tabs: Balances, Requests, and Accrual History
From Requests, you can approve or deny pending requests and rescind approved or used requests. For those steps, see How to Approve and Deny PTO Requests and How to Override PTO Approvals. For more on balances, see Viewing Employee PTO Balances - Admin.

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