What are PTO Approvers and How to Assign Them
PTO Approvers have the ability to review, approve, and deny time off requests for the employees they are assigned to. They can also view those employees’ PTO balances.
Example: If Allison is Ella’s manager, Allison can be added as Ella’s PTO Approver. This allows Allison to manage Ella’s time off requests directly.
To access:
- Log in to BerniePortal as the employer
- Select “Employees” in the top navigation menu
- Locate the desired employee, and select their name to open the employee profile
To assign a PTO Approver individually:
- Within the employee’s profile, select “PTO” from the menu
- Click “Approvers”
- Begin to enter the name of the new PTO Approver in the search field- Select the name when it appears in the dropdown menu, then click “Add”
Managing Approvers:
- Multiple PTO Approvers can be added per employee
- PTO Approvers can be removed by hovering over the action wheel next to their name and selecting “Remove”
Note: Global Administrators have the ability to assign PTO approvers en masse as well. Learn more here
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