PTO Approvers - Knowledge Base | BerniePortal

What are PTO Approvers and How to Assign Them

PTO Approvers review, approve, and deny time off requests for the employees they are assigned to. They can also view those employees' PTO balances and the team PTO calendar.

Example: If Allison is Ella's manager, Allison can be added as Ella's PTO Approver so Allison can manage Ella's time off requests.

Employees need at least one PTO Approver before they can submit a time off request.

To assign a PTO Approver:
  1. Log in to BerniePortal as an employer or Feature Admin
  2. Select Employees in the top navigation
  3. Open the employee's profile
  4. Select PTO
  5. Select Approvers
  6. Under Add a New PTO Approver, type the name in the Search employees field
  7. Select the employee from the results, then click Add
You can add more than one PTO Approver for the same employee.

To remove a PTO Approver:
  1. On the employee's Approvers tab, open the action menu next to the approver's name
  2. Select Remove

To assign approvers for multiple employees:

Employers can assign PTO Approvers for many employees at once. Open Account from the account menu. For steps, see How to Access Your Account from the Account Menu. Then select Assign Approvers in the sidebar. For the full procedure, see Mass Assign Approvers.

Related: