Use Assign Approvers to add a Time Approver or PTO Approver to many employees at once. Saving adds the selected approver; it does not remove other approvers already assigned to those employees.
To mass assign Time or PTO Approvers:
- Log in to BerniePortal as an employer
- Open Account from the account menu. For steps, see How to Access Your Account from the Account Menu.
- In the left sidebar, select Assign Approvers
- Under Assign Approver, type at least three characters in the Approver Name field, then select the approver from the results
- Under Approving for, select Time or PTO
- In the employee list, check each employee who should report to that approver, or check Select All
- Click Save
Employees already assigned to the selected approver for that feature do not appear in the list. The list includes employees in Time or PTO subgroups for the option you chose under Approving for.
To filter the employee list:
Under Filters:
- Use Filter by Subgroup to limit the list to a subgroup (default All Subgroup)
- Use Filter by Current Approver to show only employees who already have a specific approver: type at least three characters in that filter's Approver Name field, then select the name from the results
When you assign a PTO Approver, that approver is also synced to the employee's existing PTO requests.
To assign an approver for one employee: