How to Approve & Deny PTO Requests - Knowledge Base | BerniePortal

How to Approve and Deny PTO Requests

Assigned PTO Approvers approve and deny pending time off requests for the employees they are assigned to. Employers and Feature Admins can also approve or deny pending requests from an employee's PTO page.

To assign PTO Approvers, see What are PTO Approvers and How to Assign Them.

To access:
  1. Log in to BerniePortal as a PTO Approver
  2. Select PTO in the top navigation
  3. Select Approver PTO Requests in the secondary navigation
To approve or deny an individual request:
  1. Under Pending Requests, review the request details
  2. If the employee included notes, hover over the comment icon in the Notes column to read them
  3. In the Actions column, open the gear menu for the request
  4. Select Approve or Deny
  5. In the Send message with approval email? or Send message with deny email? dialog, choose one of the following:
    1. Enter a message, then select Send
    2. Select Send Without Message
    3. Select Cancel to close without changing the request
Approved and denied requests leave the Pending Requests list. The employee's PTO balance recalculates after the decision. Denied requests cannot be reversed; the employee must submit a new request. To rescind an approved request later, see How to Override PTO Approvals.

Depending on your organization's email settings, the employee may receive a notification when the request is approved or denied. See Email Settings.

To approve all pending requests:
  1. On Approver PTO Requests, select Approve All
  2. In the Approve All Requests confirmation, select Ok
Approve All cannot be undone from that confirmation. To reverse an individual approved request later, see How to Override PTO Approvals.

Alternate ways to open pending requests:
  • From the Home sidebar, under PTO requests, select the employee's name. As a PTO Approver, this opens Approver PTO Requests. As an employer or Feature Admin, this opens that employee's PTO page.
  • As an employer or Feature Admin: select Employees in the top navigation, open the employee's profile, select PTO, then select Requests. Under Pending Requests, use the same Approve or Deny steps above. Approve All is not available on this path.
  • From the PTO Calendar, open an assigned employee's PTO modal and use the Requests tab. See Viewing the PTO Calendar - Approver.

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